| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 7,216,975 | 371,025,000 | 37.81% | ||
| 2 | CURIAN CAPITAL LLC | 1,728,641 | 88,869,000 | 9.06% | ||
| 3 | UBS AG | 1,008,258 | 51,835,000 | 5.28% | ||
| 4 | Choate Investment Advisors | 942,608 | 48,459,477 | 4.94% | ||
| 5 | DEUTSCHE BANK AG\ | 820,460 | 42,179,000 | 4.30% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 796,921 | 40,970,000 | 4.18% | ||
| 7 | Annex Advisory Services, LLC | 646,771 | 33,250,000 | 3.39% | ||
| 8 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 538,909 | 27,705,000 | 2.82% | ||
| 9 | Atria Investments, Inc | 514,207 | 26,435,000 | 2.69% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 446,484 | 22,954,000 | 2.34% | ||
| 11 | Stadion Money Management, LLC | 420,574 | 21,622,000 | 2.20% | ||
| 12 | Transamerica Financial Advisors, LLC | 331,117 | 17,023,000 | 1.73% | ||
| 13 | Bank of New York Mellon Corp | 324,980 | 16,707,000 | 1.70% | ||
| 14 | SG Americas Securities, LLC | 300,000 | 15,423,000 | 1.57% | ||
| 15 | MORGAN STANLEY | 260,475 | 13,392,000 | 1.36% | ||
| 16 | JPMORGAN CHASE & CO | 248,236 | 12,762,000 | 1.30% | ||
| 17 | Jaffetilchin Investment Partners, LLC | 232,867 | 11,972,000 | 1.22% | ||
| 18 | NATIONAL PLANNING CORP | 219,558 | 11,287,000 | 1.15% | ||
| 19 | WELLS FARGO & COMPANY/MN | 215,857 | 11,097,000 | 1.13% | ||
| 20 | IFC Holdings Incorporated/FL | 215,580 | 11,089,000 | 1.13% | ||
| 21 | AMERIPRISE FINANCIAL INC | 205,801 | 10,581,000 | 1.08% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 174,739 | 8,983,000 | 0.92% | ||
| 23 | SII INVESTMENTS INC/WI | 170,359 | 8,749,000 | 0.89% | ||
| 24 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 128,676 | 6,617,000 | 0.67% | ||
| 25 | COMMUNITY FINANCIAL SYSTEM, INC. | 99,450 | 5,112,000 | 0.52% | ||
| 26 | Bouchey Financial Group Ltd | 84,120 | 4,325,000 | 0.44% | ||
| 27 | INVESTMENT CENTERS OF AMERICA INC | 67,702 | 3,480,000 | 0.35% | ||
| 28 | FDx Advisors, Inc. | 56,388 | 2,899,000 | 0.30% | ||
| 29 | OPPENHEIMER & CO INC | 55,458 | 2,851,000 | 0.29% | ||
| 30 | VICUS CAPITAL | 52,421 | 2,695,000 | 0.27% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 52,125 | 2,680,000 | 0.27% | ||
| 32 | HT Partners LLC | 48,994 | 2,513,392 | 0.26% | ||
| 33 | LPL Financial LLC | 48,775 | 2,508,000 | 0.26% | ||
| 34 | VANGUARD GROUP INC | 47,242 | 2,429,000 | 0.25% | ||
| 35 | QUANTUM CAPITAL MANAGEMENT | 39,649 | 2,038,000 | 0.21% | ||
| 36 | ROYAL BANK OF CANADA | 30,235 | 1,554,000 | 0.16% | ||
| 37 | SVA Wealth Management, LLC | 29,469 | 1,515,000 | 0.15% | ||
| 38 | Alaska Permanent Capital Management, LLC | 29,313 | 1,507,000 | 0.15% | ||
| 39 | CREDIT SUISSE AG/ | 27,903 | 1,435,000 | 0.15% | ||
| 40 | US BANCORP \DE\ | 24,888 | 1,279,000 | 0.13% | ||
| 41 | Virtu KCG Holdings LLC | 17,762 | 913,000 | 0.09% | ||
| 42 | Janney Montgomery Scott LLC | 17,700 | 909,957 | 0.09% | ||
| 43 | MANAGED ACCOUNT ADVISORS LLC | 14,783 | 760,000 | 0.08% | ||
| 44 | Commonwealth Equity Services, Inc | 14,706 | 756,000 | 0.08% | ||
| 45 | JANE STREET GROUP, LLC | 10,841 | 557,000 | 0.06% | ||
| 46 | Coastline Trust Co | 10,022 | 515,000 | 0.05% | ||
| 47 | Windham Capital Management, LLC | 9,628 | 495,000 | 0.05% | ||
| 48 | ASSETMARK, INC | 8,973 | 461,000 | 0.05% | ||
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,263 | 425,000 | 0.04% | ||
| 50 | CANANDAIGUA NATIONAL BANK & TRUST CO | 7,918 | 407,000 | 0.04% |
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.
