| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 4,893,088 | 465,822,000 | 17.13% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,270,348 | 311,338,000 | 11.45% | ||
| 3 | MORGAN STANLEY | 2,641,779 | 251,498,000 | 9.25% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 1,770,958 | 168,595,000 | 6.20% | ||
| 5 | BANK OF MONTREAL /CAN/ | 1,103,822 | 105,083,000 | 3.86% | ||
| 6 | Transamerica Financial Advisors, LLC | 1,008,049 | 95,967,000 | 3.53% | ||
| 7 | WELLS FARGO & COMPANY/MN | 956,736 | 91,081,000 | 3.35% | ||
| 8 | UBS Group AG | 754,319 | 71,811,000 | 2.64% | ||
| 9 | Carlson Capital Management | 637,111 | 60,653,000 | 2.23% | ||
| 10 | VANGUARD GROUP INC | 598,693 | 56,995,000 | 2.10% | ||
| 11 | BB&T SECURITIES, LLC | 51,134 | 48,679,000 | 1.79% | ||
| 12 | Ballentine Partners, LLC | 441,455 | 42,027,000 | 1.55% | ||
| 13 | TRUSTMARK BANK TRUST DEPARTMENT | 408,432 | 38,882,000 | 1.43% | ||
| 14 | Bank of New York Mellon Corp | 404,331 | 38,493,000 | 1.42% | ||
| 15 | LPL Financial LLC | 374,116 | 35,455,000 | 1.30% | ||
| 16 | FIFTH THIRD BANCORP | 365,454 | 34,791,000 | 1.28% | ||
| 17 | MADISON INVESTMENT HOLDINGS INC | 347,444 | 33,077,000 | 1.22% | ||
| 18 | AXA S.A. | 293,177 | 27,910,000 | 1.03% | ||
| 19 | MANAGED ACCOUNT ADVISORS LLC | 284,702 | 27,104,000 | 1.00% | ||
| 20 | GOLDMAN SACHS GROUP INC | 281,073 | 26,758,000 | 0.98% | ||
| 21 | Commonwealth Equity Services, Inc | 278,648 | 26,527,000 | 0.98% | ||
| 22 | ENVESTNET ASSET MANAGEMENT INC | 275,903 | 26,266,000 | 0.97% | ||
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 275,438 | 26,222,000 | 0.96% | ||
| 24 | COLDSTREAM CAPITAL MANAGEMENT INC | 249,707 | 23,772,000 | 0.87% | ||
| 25 | RiverFront Investment Group, LLC | 225,306 | 21,449,000 | 0.79% | ||
| 26 | Kistler-Tiffany Companies, LLC | 203,475 | 19,371,000 | 0.71% | ||
| 27 | TIAA CREF TRUST CO FSB/MO | 186,811 | 17,784,000 | 0.65% | ||
| 28 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 183,883 | 17,634,000 | 0.65% | ||
| 29 | MOLLER WEALTH PARTNERS | 179,438 | 17,082,000 | 0.63% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 177,505 | 16,898,000 | 0.62% | ||
| 31 | JMG Financial Group, Ltd. | 149,496 | 14,232,000 | 0.52% | ||
| 32 | Destination Wealth Management | 136,619 | 13,009,000 | 0.48% | ||
| 33 | TD Capital Management LLC | 130,439 | 12,418,000 | 0.46% | ||
| 34 | LEAVELL INVESTMENT MANAGEMENT, INC. | 127,635 | 12,151,000 | 0.45% | ||
| 35 | Private Advisor Group, LLC | 125,267 | 11,925,000 | 0.44% | ||
| 36 | Gibson Capital, LLC | 119,080 | 11,334,000 | 0.42% | ||
| 37 | SIMMONS FIRST TRUST CO NA | 118,159 | 11,249,000 | 0.41% | ||
| 38 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 117,065 | 11,145,000 | 0.41% | ||
| 39 | Financial Advisory Group | 114,646 | 10,914,000 | 0.40% | ||
| 40 | Ledyard National Bank | 107,638 | 10,247,000 | 0.38% | ||
| 41 | RAYMOND JAMES & ASSOCIATES | 102,498 | 9,758,000 | 0.36% | ||
| 42 | CREDIT SUISSE AG/ | 100,159 | 9,535,000 | 0.35% | ||
| 43 | COMMERCE BANK | 100,000 | 9,520,000 | 0.35% | ||
| 44 | BADGLEY PHELPS & BELL INC | 90,727 | 8,637,000 | 0.32% | ||
| 45 | Orion Porfolio Solutions, LLC | 89,612 | 8,531,000 | 0.31% | ||
| 46 | PINNACLE ASSOCIATES LTD | 83,924 | 7,990,000 | 0.29% | ||
| 47 | MONETTA FINANCIAL SERVICES INC | 76,000 | 7,235,000 | 0.27% | ||
| 48 | BLB&B Advisors, LLC | 73,056 | 6,955,000 | 0.26% | ||
| 49 | NAPLES GLOBAL ADVISORS, LLC | 73,003 | 6,950,000 | 0.26% | ||
| 50 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 72,546 | 6,907,000 | 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.
