| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 5,333,383 | 458,778,000 | 20.24% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,004,360 | 258,435,000 | 11.40% | ||
| 3 | MORGAN STANLEY | 2,385,722 | 205,220,000 | 9.05% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,519,674 | 130,722,000 | 5.77% | ||
| 5 | BANK OF MONTREAL /CAN/ | 1,033,444 | 88,897,000 | 3.92% | ||
| 6 | WELLS FARGO & COMPANY/MN | 952,135 | 81,903,000 | 3.61% | ||
| 7 | Carlson Capital Management | 711,965 | 61,243,000 | 2.70% | ||
| 8 | MADISON INVESTMENT HOLDINGS INC | 672,242 | 57,826,000 | 2.55% | ||
| 9 | RiverFront Investment Group, LLC | 654,259 | 56,279,000 | 2.48% | ||
| 10 | UBS AG | 549,169 | 47,239,000 | 2.08% | ||
| 11 | LPL Financial LLC | 541,643 | 46,592,000 | 2.06% | ||
| 12 | Ballentine Partners, LLC | 521,301 | 44,842,000 | 1.98% | ||
| 13 | Orion Porfolio Solutions, LLC | 445,699 | 38,339,000 | 1.69% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 445,542 | 38,325,000 | 1.69% | ||
| 15 | Bank of New York Mellon Corp | 345,030 | 29,680,000 | 1.31% | ||
| 16 | FIFTH THIRD BANCORP | 332,123 | 28,569,000 | 1.26% | ||
| 17 | BB&T SECURITIES, LLC | 29,315 | 25,217,000 | 1.11% | ||
| 18 | AXA S.A. | 284,277 | 24,454,000 | 1.08% | ||
| 19 | Commonwealth Equity Services, Inc | 246,096 | 21,169,000 | 0.93% | ||
| 20 | MANAGED ACCOUNT ADVISORS LLC | 208,976 | 17,976,000 | 0.79% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 201,038 | 17,293,000 | 0.76% | ||
| 22 | MOLLER WEALTH PARTNERS | 183,933 | 15,822,000 | 0.70% | ||
| 23 | Lattice Strategies LLC | 182,028 | 15,658,000 | 0.69% | ||
| 24 | TRUSTMARK BANK TRUST DEPARTMENT | 180,666 | 15,541,000 | 0.69% | ||
| 25 | TIAA CREF TRUST CO FSB/MO | 176,579 | 15,190,000 | 0.67% | ||
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 167,052 | 14,370,000 | 0.63% | ||
| 27 | JMG Financial Group, Ltd. | 164,468 | 14,148,000 | 0.62% | ||
| 28 | Ledyard National Bank | 158,624 | 13,645,000 | 0.60% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 157,786 | 13,573,000 | 0.60% | ||
| 30 | Destination Wealth Management | 143,107 | 12,310,000 | 0.54% | ||
| 31 | SIMMONS FIRST TRUST CO NA | 142,937 | 12,295,000 | 0.54% | ||
| 32 | Kistler-Tiffany Companies, LLC | 137,291 | 11,810,000 | 0.52% | ||
| 33 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 136,260 | 11,721,000 | 0.52% | ||
| 34 | Financial Advisory Group | 136,145 | 11,711,000 | 0.52% | ||
| 35 | ROYAL BANK OF CANADA | 127,180 | 10,940,000 | 0.48% | ||
| 36 | RAYNER & HAYNOR | 120,815 | 10,393,000 | 0.46% | ||
| 37 | JPMORGAN CHASE & CO | 119,962 | 10,320,000 | 0.46% | ||
| 38 | LEAVELL INVESTMENT MANAGEMENT, INC. | 118,416 | 10,186,000 | 0.45% | ||
| 39 | SG Americas Securities, LLC | 106,865 | 9,193,000 | 0.41% | ||
| 40 | Gibson Capital, LLC | 99,107 | 8,525,000 | 0.38% | ||
| 41 | COLDSTREAM CAPITAL MANAGEMENT INC | 96,397 | 8,292,000 | 0.37% | ||
| 42 | TD Capital Management LLC | 85,526 | 7,357,000 | 0.32% | ||
| 43 | PINNACLE ASSOCIATES LTD | 80,654 | 6,938,000 | 0.31% | ||
| 44 | CHATHAM CAPITAL GROUP, INC. | 80,365 | 6,913,000 | 0.30% | ||
| 45 | Efficient Market Advisors, LLC | 78,628 | 6,764,000 | 0.30% | ||
| 46 | MONETTA FINANCIAL SERVICES INC | 76,000 | 6,538,000 | 0.29% | ||
| 47 | BADGLEY PHELPS & BELL INC | 73,586 | 6,330,000 | 0.28% | ||
| 48 | DOWLING & YAHNKE LLC | 72,218 | 6,212,000 | 0.27% | ||
| 49 | Alaska Permanent Capital Management, LLC | 66,575 | 5,726,000 | 0.25% | ||
| 50 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 63,554 | 5,467,000 | 0.24% |
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.
