| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 4,680,415 | 443,797,000 | 15.49% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 3,514,133 | 333,210,000 | 11.63% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 3,206,560 | 304,046,000 | 10.61% | ||
| 4 | MORGAN STANLEY | 2,553,879 | 242,160,000 | 8.45% | ||
| 5 | BANK OF MONTREAL /CAN/ | 1,144,205 | 108,493,000 | 3.79% | ||
| 6 | Transamerica Financial Advisors, LLC | 1,095,715 | 103,896,000 | 3.63% | ||
| 7 | WELLS FARGO & COMPANY/MN | 954,596 | 90,515,000 | 3.16% | ||
| 8 | UBS Group AG | 927,544 | 87,950,000 | 3.07% | ||
| 9 | VANGUARD GROUP INC | 897,267 | 85,079,000 | 2.97% | ||
| 10 | Carlson Capital Management | 626,880 | 59,441,000 | 2.07% | ||
| 11 | TRUSTMARK BANK TRUST DEPARTMENT | 444,742 | 42,170,000 | 1.47% | ||
| 12 | Ballentine Partners, LLC | 437,784 | 41,511,000 | 1.45% | ||
| 13 | Bank of New York Mellon Corp | 372,688 | 35,338,000 | 1.23% | ||
| 14 | LPL Financial LLC | 357,370 | 34,003,000 | 1.19% | ||
| 15 | FIFTH THIRD BANCORP | 351,258 | 33,306,000 | 1.16% | ||
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 337,839 | 32,034,000 | 1.12% | ||
| 17 | MADISON INVESTMENT HOLDINGS INC | 313,644 | 29,740,000 | 1.04% | ||
| 18 | MANAGED ACCOUNT ADVISORS LLC | 303,455 | 28,774,000 | 1.00% | ||
| 19 | AXA S.A. | 293,177 | 27,799,000 | 0.97% | ||
| 20 | COLDSTREAM CAPITAL MANAGEMENT INC | 281,273 | 26,670,000 | 0.93% | ||
| 21 | GOLDMAN SACHS GROUP INC | 281,191 | 26,663,000 | 0.93% | ||
| 22 | Commonwealth Equity Services, Inc | 280,184 | 26,567,000 | 0.93% | ||
| 23 | ENVESTNET ASSET MANAGEMENT INC | 272,610 | 25,849,000 | 0.90% | ||
| 24 | Kistler-Tiffany Companies, LLC | 218,935 | 20,759,000 | 0.72% | ||
| 25 | Destination Wealth Management | 188,352 | 17,860,000 | 0.62% | ||
| 26 | TIAA CREF TRUST CO FSB/MO | 186,738 | 17,706,000 | 0.62% | ||
| 27 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 181,390 | 17,199,000 | 0.60% | ||
| 28 | MOLLER WEALTH PARTNERS | 178,912 | 16,964,000 | 0.59% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 176,354 | 16,722,000 | 0.58% | ||
| 30 | RAYMOND JAMES & ASSOCIATES | 172,608 | 16,367,000 | 0.57% | ||
| 31 | JMG Financial Group, Ltd. | 152,286 | 14,440,000 | 0.50% | ||
| 32 | RiverFront Investment Group, LLC | 143,867 | 13,641,000 | 0.48% | ||
| 33 | TD Capital Management LLC | 137,956 | 13,081,000 | 0.46% | ||
| 34 | LEAVELL INVESTMENT MANAGEMENT, INC. | 128,185 | 12,154,000 | 0.42% | ||
| 35 | Private Advisor Group, LLC | 119,623 | 11,339,000 | 0.40% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 119,298 | 11,313,000 | 0.39% | ||
| 37 | Gibson Capital, LLC | 118,565 | 11,240,000 | 0.39% | ||
| 38 | CREDIT SUISSE AG/ | 118,533 | 11,239,000 | 0.39% | ||
| 39 | SIMMONS FIRST TRUST CO NA | 118,391 | 11,226,000 | 0.39% | ||
| 40 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 113,526 | 10,765,000 | 0.38% | ||
| 41 | Ledyard National Bank | 106,778 | 10,125,000 | 0.35% | ||
| 42 | Jefferies Group LLC | 100,000 | 9,482,000 | 0.33% | ||
| 43 | Financial Advisory Group | 95,337 | 9,037,000 | 0.32% | ||
| 44 | COMMERCE BANK | 90,000 | 8,534,000 | 0.30% | ||
| 45 | PINNACLE ASSOCIATES LTD | 82,665 | 7,838,000 | 0.27% | ||
| 46 | FMR LLC | 82,202 | 7,775,000 | 0.27% | ||
| 47 | Verus Financial Partners, Inc. | 78,952 | 7,486,000 | 0.26% | SH | |
| 48 | MONETTA FINANCIAL SERVICES INC | 76,000 | 7,206,000 | 0.25% | ||
| 49 | NAPLES GLOBAL ADVISORS, LLC | 73,375 | 6,957,000 | 0.24% | ||
| 50 | DOWLING & YAHNKE LLC | 72,091 | 6,836,000 | 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.
