| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 27,338,441 | 764,656,000 | 31.76% | ||
| 2 | AMERIPRISE FINANCIAL INC | 8,192,057 | 229,169,000 | 9.52% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,796,758 | 106,195,000 | 4.41% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 3,016,199 | 84,363,000 | 3.50% | ||
| 5 | BTS Asset Management, Inc. | 3,012,035 | 84,247,000 | 3.50% | ||
| 6 | QS Investors, LLC | 2,484,095 | 69,480,000 | 2.89% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 2,096,398 | 58,636,000 | 2.44% | ||
| 8 | UBS Group AG | 1,807,048 | 50,543,000 | 2.10% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1,800,901 | 50,369,000 | 2.09% | ||
| 10 | MORGAN STANLEY | 1,796,535 | 50,249,000 | 2.09% | ||
| 11 | ASSETMARK, INC | 1,589,710 | 44,464,000 | 1.85% | ||
| 12 | GLOBAL FINANCIAL PRIVATE CAPITAL, INC | 1,364,208 | 38,157,000 | 1.59% | ||
| 13 | Invesco Ltd. | 1,170,000 | 32,725,000 | 1.36% | ||
| 14 | Weatherstone Capital Management | 1,162,273 | 32,509,000 | 1.35% | ||
| 15 | Clark Capital Management Group, Inc. | 1,109,723 | 31,039,000 | 1.29% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,097,898 | 30,708,000 | 1.28% | ||
| 17 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1,080,616 | 30,225,000 | 1.26% | ||
| 18 | D'Orazio & Associates, Inc. | 1,002,020 | 28,027,000 | 1.16% | ||
| 19 | Mitsubishi UFJ Trust & Banking Corp | 1,000,000 | 27,970,000 | 1.16% | ||
| 20 | TRUSTMARK BANK TRUST DEPARTMENT | 990,680 | 27,709,000 | 1.15% | ||
| 21 | SENTINEL ASSET MANAGEMENT, INC. | 837,866 | 23,435,000 | 0.97% | ||
| 22 | Stadion Money Management, LLC | 763,839 | 21,365,000 | 0.89% | ||
| 23 | FDx Advisors, Inc. | 761,372 | 21,296,000 | 0.88% | ||
| 24 | Horizon Investments, LLC | 740,542 | 20,735,000 | 0.86% | ||
| 25 | SIGMA INVESTMENT COUNSELORS INC | 714,716 | 19,991,000 | 0.83% | ||
| 26 | BANQUE PICTET & CIE SA | 668,066 | 18,686,000 | 0.78% | ||
| 27 | Pictet North America Advisors SA | 650,066 | 18,182,000 | 0.76% | ||
| 28 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 644,714 | 18,033,000 | 0.75% | ||
| 29 | GOLDMAN SACHS GROUP INC | 508,287 | 14,217,000 | 0.59% | ||
| 30 | STATE STREET CORP | 445,746 | 12,468,000 | 0.52% | ||
| 31 | Orion Porfolio Solutions, LLC | 426,215 | 11,921,000 | 0.50% | ||
| 32 | ADVISOR GROUP, INC. | 422,609 | 11,820,000 | 0.49% | ||
| 33 | HM PAYSON & CO | 421,223 | 11,782,000 | 0.49% | ||
| 34 | Berkshire Money Management, Inc. | 412,532 | 11,539,000 | 0.48% | ||
| 35 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 395,413 | 11,060,000 | 0.46% | ||
| 36 | ROYAL BANK OF CANADA | 379,824 | 10,623,000 | 0.44% | ||
| 37 | Astor Investment Management LLC | 362,924 | 10,151,000 | 0.42% | ||
| 38 | LPL Financial LLC | 352,630 | 9,863,000 | 0.41% | ||
| 39 | BlackRock Finance, Inc. | 344,930 | 9,648,000 | 0.40% | ||
| 40 | WELA STRATEGIES, INC. | 305,440 | 9,221,000 | 0.38% | ||
| 41 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 323,555 | 9,050,000 | 0.38% | ||
| 42 | BOSTON ADVISORS LLC | 319,344 | 8,932,000 | 0.37% | ||
| 43 | Friedenthal Financial | 307,772 | 8,608,000 | 0.36% | ||
| 44 | WELLINGTON MANAGEMENT GROUP LLP | 287,800 | 8,050,000 | 0.33% | ||
| 45 | Dakota Wealth Management | 276,853 | 7,744,000 | 0.32% | ||
| 46 | Raymond James Financial Services Advisors, Inc. | 272,904 | 7,633,000 | 0.32% | ||
| 47 | DEGREEN CAPITAL MANAGEMENT LLC | 264,599 | 7,401,000 | 0.31% | ||
| 48 | BB&T SECURITIES, LLC | 239,353 | 6,694,000 | 0.28% | ||
| 49 | DEARBORN CAPITAL MANAGEMENT LLC | 210,000 | 5,874,000 | 0.24% | ||
| 50 | SIMMONS BANK | 187,803 | 5,253,000 | 0.22% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
