| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 4,825,953 | 424,925,000 | 14.39% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 3,550,860 | 312,653,000 | 10.58% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 3,530,716 | 310,879,000 | 10.52% | ||
| 4 | FMR LLC | 2,952,469 | 255,034,000 | 8.63% | ||
| 5 | MORGAN STANLEY | 2,576,080 | 226,824,000 | 7.68% | ||
| 6 | VANGUARD GROUP INC | 1,209,395 | 106,488,000 | 3.60% | ||
| 7 | Transamerica Financial Advisors, LLC | 1,159,631 | 102,106,000 | 3.46% | ||
| 8 | BANK OF MONTREAL /CAN/ | 1,153,985 | 101,608,000 | 3.44% | ||
| 9 | UBS Group AG | 1,014,726 | 89,346,000 | 3.02% | ||
| 10 | WELLS FARGO & COMPANY/MN | 926,385 | 81,567,000 | 2.76% | ||
| 11 | Carlson Capital Management | 634,800 | 55,894,000 | 1.89% | ||
| 12 | Ballentine Partners, LLC | 437,574 | 38,528,000 | 1.30% | ||
| 13 | FIFTH THIRD BANCORP | 409,650 | 36,070,000 | 1.22% | ||
| 14 | Bank of New York Mellon Corp | 398,025 | 35,046,000 | 1.19% | ||
| 15 | LPL Financial LLC | 328,039 | 29,830,000 | 1.01% | ||
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 327,648 | 28,849,000 | 0.98% | ||
| 17 | MADISON INVESTMENT HOLDINGS INC | 309,897 | 27,286,000 | 0.92% | ||
| 18 | COLDSTREAM CAPITAL MANAGEMENT INC | 297,772 | 26,219,000 | 0.89% | ||
| 19 | AXA S.A. | 293,177 | 25,814,000 | 0.87% | ||
| 20 | Commonwealth Equity Services, Inc | 288,768 | 25,426,000 | 0.86% | ||
| 21 | GOLDMAN SACHS GROUP INC | 281,995 | 24,830,000 | 0.84% | ||
| 22 | ENVESTNET ASSET MANAGEMENT INC | 267,337 | 23,539,000 | 0.80% | ||
| 23 | Kistler-Tiffany Companies, LLC | 227,494 | 21,428,000 | 0.73% | ||
| 24 | TIAA CREF TRUST CO FSB/MO | 186,778 | 16,446,000 | 0.56% | ||
| 25 | WEALTHFRONT CORP | 183,823 | 16,186,000 | 0.55% | ||
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 183,803 | 16,184,000 | 0.55% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 175,995 | 15,496,000 | 0.52% | ||
| 28 | JMG Financial Group, Ltd. | 153,928 | 13,553,000 | 0.46% | ||
| 29 | TD Capital Management LLC | 149,914 | 13,200,000 | 0.45% | ||
| 30 | MOLLER WEALTH PARTNERS | 146,348 | 12,886,000 | 0.44% | ||
| 31 | Destination Wealth Management | 141,092 | 12,423,000 | 0.42% | ||
| 32 | Private Advisor Group, LLC | 136,382 | 12,008,000 | 0.41% | ||
| 33 | TRUSTMARK BANK TRUST DEPARTMENT | 133,180 | 11,727,000 | 0.40% | ||
| 34 | LEAVELL INVESTMENT MANAGEMENT, INC. | 127,550 | 11,231,000 | 0.38% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 120,509 | 10,611,000 | 0.36% | ||
| 36 | RAYMOND JAMES & ASSOCIATES | 120,140 | 10,578,000 | 0.36% | ||
| 37 | SIMMONS FIRST TRUST CO NA | 118,972 | 10,476,000 | 0.35% | ||
| 38 | Gibson Capital, LLC | 118,565 | 10,438,000 | 0.35% | ||
| 39 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 112,835 | 9,935,000 | 0.34% | ||
| 40 | Raymond James Financial Services Advisors, Inc. | 111,974 | 9,859,000 | 0.33% | ||
| 41 | Ledyard National Bank | 106,661 | 9,392,000 | 0.32% | ||
| 42 | JANE STREET GROUP, LLC | 95,391 | 8,399,000 | 0.28% | ||
| 43 | Verus Financial Partners, Inc. | 94,143 | 8,289,000 | 0.28% | SH | |
| 44 | Financial Advisory Group | 93,815 | 8,260,000 | 0.28% | ||
| 45 | PINNACLE ASSOCIATES LTD | 90,761 | 7,991,000 | 0.27% | ||
| 46 | COMMERCE BANK | 90,000 | 7,925,000 | 0.27% | ||
| 47 | Wealth Architects, LLC | 80,971 | 7,129,000 | 0.24% | ||
| 48 | CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 76,273 | 6,716,000 | 0.23% | ||
| 49 | MONETTA FINANCIAL SERVICES INC | 76,000 | 6,692,000 | 0.23% | ||
| 50 | NAPLES GLOBAL ADVISORS, LLC | 74,685 | 6,576,000 | 0.22% |
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.
