| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 5,335,305 | 480,231,000 | 20.08% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,126,062 | 281,377,000 | 11.77% | ||
| 3 | MORGAN STANLEY | 2,473,473 | 222,637,000 | 9.31% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,615,116 | 145,377,000 | 6.08% | ||
| 5 | BANK OF MONTREAL /CAN/ | 1,027,995 | 92,530,000 | 3.87% | ||
| 6 | WELLS FARGO & COMPANY/MN | 944,769 | 85,039,000 | 3.56% | ||
| 7 | Carlson Capital Management | 703,821 | 63,351,000 | 2.65% | ||
| 8 | MADISON INVESTMENT HOLDINGS INC | 580,119 | 52,216,000 | 2.18% | ||
| 9 | UBS AG | 569,315 | 51,244,000 | 2.14% | ||
| 10 | LPL Financial LLC | 552,719 | 49,750,000 | 2.08% | ||
| 11 | Ballentine Partners, LLC | 448,134 | 40,337,000 | 1.69% | ||
| 12 | Orion Porfolio Solutions, LLC | 447,439 | 40,274,000 | 1.68% | ||
| 13 | BB&T SECURITIES, LLC | 44,158 | 39,747,000 | 1.66% | ||
| 14 | RiverFront Investment Group, LLC | 387,007 | 34,835,000 | 1.46% | ||
| 15 | Bank of New York Mellon Corp | 366,923 | 33,026,000 | 1.38% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 359,889 | 32,394,000 | 1.35% | ||
| 17 | FIFTH THIRD BANCORP | 340,680 | 30,665,000 | 1.28% | ||
| 18 | AXA S.A. | 291,977 | 26,281,000 | 1.10% | ||
| 19 | Commonwealth Equity Services, Inc | 264,527 | 23,810,000 | 1.00% | ||
| 20 | TRUSTMARK BANK TRUST DEPARTMENT | 213,046 | 19,176,000 | 0.80% | ||
| 21 | MANAGED ACCOUNT ADVISORS LLC | 211,059 | 18,997,000 | 0.79% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 185,114 | 16,662,000 | 0.70% | ||
| 23 | MOLLER WEALTH PARTNERS | 183,241 | 16,494,000 | 0.69% | ||
| 24 | TIAA CREF TRUST CO FSB/MO | 182,269 | 16,406,000 | 0.69% | ||
| 25 | COLDSTREAM CAPITAL MANAGEMENT INC | 175,933 | 15,836,000 | 0.66% | ||
| 26 | Lattice Strategies LLC | 174,060 | 15,667,000 | 0.66% | ||
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 158,307 | 14,249,000 | 0.60% | ||
| 28 | SIMMONS FIRST TRUST CO NA | 151,551 | 13,641,000 | 0.57% | ||
| 29 | JMG Financial Group, Ltd. | 150,233 | 13,522,000 | 0.57% | ||
| 30 | JPMORGAN CHASE & CO | 143,912 | 12,954,000 | 0.54% | ||
| 31 | Kistler-Tiffany Companies, LLC | 142,129 | 12,793,000 | 0.53% | ||
| 32 | Destination Wealth Management | 141,299 | 12,718,000 | 0.53% | ||
| 33 | Financial Advisory Group | 132,582 | 11,934,000 | 0.50% | ||
| 34 | CREDIT SUISSE AG/ | 129,761 | 11,680,000 | 0.49% | ||
| 35 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 127,651 | 11,490,000 | 0.48% | ||
| 36 | LEAVELL INVESTMENT MANAGEMENT, INC. | 124,042 | 11,165,000 | 0.47% | ||
| 37 | RAYNER & HAYNOR | 122,215 | 11,001,000 | 0.46% | ||
| 38 | Ledyard National Bank | 121,976 | 10,979,000 | 0.46% | ||
| 39 | ROYAL BANK OF CANADA | 117,731 | 10,597,000 | 0.44% | ||
| 40 | Gibson Capital, LLC | 105,677 | 9,511,000 | 0.40% | ||
| 41 | SG Americas Securities, LLC | 101,495 | 9,136,000 | 0.38% | ||
| 42 | RAYMOND JAMES & ASSOCIATES | 100,649 | 9,059,000 | 0.38% | ||
| 43 | TD Capital Management LLC | 93,438 | 8,410,000 | 0.35% | ||
| 44 | PINNACLE ASSOCIATES LTD | 80,775 | 7,271,000 | 0.30% | ||
| 45 | GOLDMAN SACHS GROUP INC | 78,635 | 7,078,000 | 0.30% | ||
| 46 | MONETTA FINANCIAL SERVICES INC | 76,000 | 6,841,000 | 0.29% | ||
| 47 | BADGLEY PHELPS & BELL INC | 74,939 | 6,745,000 | 0.28% | ||
| 48 | Efficient Market Advisors, LLC | 71,437 | 6,430,000 | 0.27% | ||
| 49 | DOWLING & YAHNKE LLC | 71,175 | 6,406,000 | 0.27% | ||
| 50 | CHATHAM CAPITAL GROUP, INC. | 67,751 | 6,098,000 | 0.26% |
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.
