| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 5,252,393 | 475,131,000 | 19.66% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,141,477 | 284,178,000 | 11.76% | ||
| 3 | MORGAN STANLEY | 2,501,737 | 226,306,000 | 9.36% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,702,776 | 154,034,000 | 6.37% | ||
| 5 | BANK OF MONTREAL /CAN/ | 1,029,302 | 93,111,000 | 3.85% | ||
| 6 | WELLS FARGO & COMPANY/MN | 929,683 | 84,098,000 | 3.48% | ||
| 7 | Carlson Capital Management | 685,693 | 62,028,000 | 2.57% | ||
| 8 | UBS AG | 583,657 | 52,797,000 | 2.18% | ||
| 9 | MADISON INVESTMENT HOLDINGS INC | 574,146 | 51,937,000 | 2.15% | ||
| 10 | LPL Financial LLC | 545,708 | 48,694,000 | 2.01% | ||
| 11 | BB&T SECURITIES, LLC | 48,678 | 44,034,000 | 1.82% | ||
| 12 | Ballentine Partners, LLC | 446,509 | 40,391,000 | 1.67% | ||
| 13 | RiverFront Investment Group, LLC | 431,474 | 39,031,000 | 1.61% | ||
| 14 | Bank of New York Mellon Corp | 380,831 | 34,450,000 | 1.43% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 367,637 | 33,256,000 | 1.38% | ||
| 16 | FIFTH THIRD BANCORP | 343,667 | 31,088,000 | 1.29% | ||
| 17 | AXA S.A. | 293,177 | 26,521,000 | 1.10% | ||
| 18 | TRUSTMARK BANK TRUST DEPARTMENT | 272,823 | 24,679,000 | 1.02% | ||
| 19 | Commonwealth Equity Services, Inc | 271,611 | 24,570,000 | 1.02% | ||
| 20 | GOLDMAN SACHS GROUP INC | 267,533 | 24,201,000 | 1.00% | ||
| 21 | Orion Porfolio Solutions, LLC | 221,720 | 20,057,000 | 0.83% | ||
| 22 | MANAGED ACCOUNT ADVISORS LLC | 216,191 | 19,557,000 | 0.81% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 200,951 | 18,178,000 | 0.75% | ||
| 24 | COLDSTREAM CAPITAL MANAGEMENT INC | 194,542 | 17,598,000 | 0.73% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 194,116 | 17,560,000 | 0.73% | ||
| 26 | TIAA CREF TRUST CO FSB/MO | 183,361 | 16,587,000 | 0.69% | ||
| 27 | MOLLER WEALTH PARTNERS | 182,626 | 16,520,000 | 0.68% | ||
| 28 | Lattice Strategies LLC | 170,190 | 15,395,000 | 0.64% | ||
| 29 | Kistler-Tiffany Companies, LLC | 169,618 | 15,344,000 | 0.63% | ||
| 30 | JPMORGAN CHASE & CO | 154,567 | 13,982,000 | 0.58% | ||
| 31 | SIMMONS FIRST TRUST CO NA | 152,885 | 13,830,000 | 0.57% | ||
| 32 | JMG Financial Group, Ltd. | 149,097 | 13,487,000 | 0.56% | ||
| 33 | Destination Wealth Management | 138,491 | 12,504,000 | 0.52% | ||
| 34 | Financial Advisory Group | 128,367 | 11,612,000 | 0.48% | ||
| 35 | LEAVELL INVESTMENT MANAGEMENT, INC. | 128,228 | 11,600,000 | 0.48% | ||
| 36 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125,889 | 11,388,000 | 0.47% | ||
| 37 | TD Capital Management LLC | 124,690 | 11,279,000 | 0.47% | ||
| 38 | Gibson Capital, LLC | 121,246 | 10,967,000 | 0.45% | ||
| 39 | RAYNER & HAYNOR | 120,390 | 10,890,000 | 0.45% | ||
| 40 | Ledyard National Bank | 112,442 | 10,172,000 | 0.42% | ||
| 41 | CHATHAM CAPITAL GROUP, INC. | 109,176 | 9,876,000 | 0.41% | ||
| 42 | RAYMOND JAMES & ASSOCIATES | 99,293 | 8,982,000 | 0.37% | ||
| 43 | PINNACLE ASSOCIATES LTD | 81,973 | 7,415,000 | 0.31% | ||
| 44 | VANGUARD GROUP INC | 81,924 | 7,411,000 | 0.31% | ||
| 45 | BADGLEY PHELPS & BELL INC | 78,188 | 7,073,000 | 0.29% | ||
| 46 | MONETTA FINANCIAL SERVICES INC | 76,000 | 6,875,000 | 0.28% | ||
| 47 | DOWLING & YAHNKE LLC | 70,492 | 6,377,000 | 0.26% | ||
| 48 | Alaska Permanent Capital Management, LLC | 66,990 | 6,059,000 | 0.25% | ||
| 49 | CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 66,448 | 6,011,000 | 0.25% | ||
| 50 | NAPLES GLOBAL ADVISORS, LLC | 65,963 | 5,967,000 | 0.25% |
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.
