| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 5,090,101 | 480,455,000 | 18.55% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,215,550 | 303,516,000 | 11.72% | ||
| 3 | MORGAN STANLEY | 2,880,683 | 271,909,000 | 10.50% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,762,254 | 166,340,000 | 6.42% | ||
| 5 | BANK OF MONTREAL /CAN/ | 1,060,304 | 100,082,000 | 3.86% | ||
| 6 | WELLS FARGO & COMPANY/MN | 932,070 | 87,978,000 | 3.40% | ||
| 7 | UBS Group AG | 687,942 | 64,935,000 | 2.51% | ||
| 8 | Carlson Capital Management | 654,589 | 61,787,000 | 2.39% | ||
| 9 | LPL Financial LLC | 482,495 | 45,543,000 | 1.76% | ||
| 10 | BB&T SECURITIES, LLC | 44,466 | 41,971,000 | 1.62% | ||
| 11 | Ballentine Partners, LLC | 442,195 | 41,739,000 | 1.61% | ||
| 12 | MADISON INVESTMENT HOLDINGS INC | 415,200 | 39,191,000 | 1.51% | ||
| 13 | Bank of New York Mellon Corp | 388,181 | 36,641,000 | 1.41% | ||
| 14 | FIFTH THIRD BANCORP | 351,833 | 33,210,000 | 1.28% | ||
| 15 | TRUSTMARK BANK TRUST DEPARTMENT | 331,664 | 31,305,000 | 1.21% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 298,615 | 28,186,000 | 1.09% | ||
| 17 | AXA S.A. | 293,177 | 27,673,000 | 1.07% | ||
| 18 | Commonwealth Equity Services, Inc | 282,850 | 26,698,000 | 1.03% | ||
| 19 | GOLDMAN SACHS GROUP INC | 273,249 | 25,792,000 | 1.00% | ||
| 20 | RiverFront Investment Group, LLC | 271,073 | 25,587,000 | 0.99% | ||
| 21 | MANAGED ACCOUNT ADVISORS LLC | 230,458 | 21,753,000 | 0.84% | ||
| 22 | COLDSTREAM CAPITAL MANAGEMENT INC | 221,038 | 20,864,000 | 0.81% | ||
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 207,905 | 19,624,000 | 0.76% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 204,696 | 19,321,000 | 0.75% | ||
| 25 | Kistler-Tiffany Companies, LLC | 186,807 | 17,633,000 | 0.68% | ||
| 26 | TIAA CREF TRUST CO FSB/MO | 183,306 | 17,302,000 | 0.67% | ||
| 27 | MOLLER WEALTH PARTNERS | 181,029 | 17,087,000 | 0.66% | ||
| 28 | VANGUARD GROUP INC | 171,091 | 16,149,000 | 0.62% | ||
| 29 | Lattice Strategies LLC | 167,222 | 15,784,000 | 0.61% | ||
| 30 | JPMORGAN CHASE & CO | 151,185 | 14,271,000 | 0.55% | ||
| 31 | SIMMONS FIRST TRUST CO NA | 151,177 | 14,270,000 | 0.55% | ||
| 32 | JMG Financial Group, Ltd. | 148,057 | 13,975,000 | 0.54% | ||
| 33 | COMMERCE BANK | 140,571 | 13,268,000 | 0.51% | ||
| 34 | Destination Wealth Management | 139,533 | 13,170,000 | 0.51% | ||
| 35 | Orion Porfolio Solutions, LLC | 128,345 | 12,114,000 | 0.47% | ||
| 36 | TD Capital Management LLC | 127,120 | 11,999,000 | 0.46% | ||
| 37 | LEAVELL INVESTMENT MANAGEMENT, INC. | 121,055 | 11,426,000 | 0.44% | ||
| 38 | Gibson Capital, LLC | 120,693 | 11,391,000 | 0.44% | ||
| 39 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 119,188 | 11,250,000 | 0.43% | ||
| 40 | Financial Advisory Group | 117,504 | 11,091,000 | 0.43% | ||
| 41 | Ledyard National Bank | 110,099 | 10,392,000 | 0.40% | ||
| 42 | Private Advisor Group, LLC | 106,477 | 10,050,000 | 0.39% | ||
| 43 | RAYMOND JAMES & ASSOCIATES | 97,771 | 9,229,000 | 0.36% | ||
| 44 | CHATHAM CAPITAL GROUP, INC. | 95,834 | 9,046,000 | 0.35% | ||
| 45 | BADGLEY PHELPS & BELL INC | 83,877 | 7,917,000 | 0.31% | ||
| 46 | PINNACLE ASSOCIATES LTD | 82,655 | 7,802,000 | 0.30% | ||
| 47 | MONETTA FINANCIAL SERVICES INC | 76,000 | 7,174,000 | 0.28% | ||
| 48 | NAPLES GLOBAL ADVISORS, LLC | 73,023 | 6,893,000 | 0.27% | ||
| 49 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 70,531 | 6,657,000 | 0.26% | ||
| 50 | DOWLING & YAHNKE LLC | 70,354 | 6,641,000 | 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.
