| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 4,601,484 | 430,239,000 | 12.85% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,816,233 | 356,818,000 | 10.66% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 3,738,133 | 349,514,000 | 10.44% | ||
| 4 | FMR LLC | 3,128,580 | 295,213,000 | 8.82% | ||
| 5 | MORGAN STANLEY | 2,581,781 | 241,397,000 | 7.21% | ||
| 6 | VANGUARD GROUP INC | 1,376,650 | 128,717,000 | 3.85% | ||
| 7 | Transamerica Financial Advisors, LLC | 1,175,666 | 109,925,000 | 3.28% | ||
| 8 | BANK OF MONTREAL /CAN/ | 1,151,415 | 107,658,000 | 3.22% | ||
| 9 | UBS Group AG | 1,100,002 | 102,850,000 | 3.07% | ||
| 10 | WELLS FARGO & COMPANY/MN | 942,225 | 88,099,000 | 2.63% | ||
| 11 | Carlson Capital Management | 636,167 | 59,482,000 | 1.78% | ||
| 12 | LPL Financial LLC | 619,944 | 57,274,000 | 1.71% | ||
| 13 | Ballentine Partners, LLC | 434,854 | 40,659,000 | 1.21% | ||
| 14 | FIFTH THIRD BANCORP | 414,992 | 38,802,000 | 1.16% | ||
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 393,424 | 36,785,000 | 1.10% | ||
| 16 | COLDSTREAM CAPITAL MANAGEMENT INC | 366,517 | 34,269,000 | 1.02% | ||
| 17 | HighTower Advisors, LLC | 336,517 | 31,466,000 | 0.94% | ||
| 18 | Commonwealth Equity Services, Inc | 314,778 | 29,432,000 | 0.88% | ||
| 19 | MADISON INVESTMENT HOLDINGS INC | 311,559 | 29,131,000 | 0.87% | ||
| 20 | AXA S.A. | 293,177 | 27,412,000 | 0.82% | ||
| 21 | GOLDMAN SACHS GROUP INC | 290,338 | 27,147,000 | 0.81% | ||
| 22 | ENVESTNET ASSET MANAGEMENT INC | 265,416 | 24,816,000 | 0.74% | ||
| 23 | Kistler-Tiffany Companies, LLC | 241,084 | 24,135,000 | 0.72% | ||
| 24 | WEALTHFRONT CORP | 224,034 | 20,947,000 | 0.63% | ||
| 25 | HEARTWOOD WEALTH MANAGEMENT LTD | 195,126 | 18,244,000 | 0.54% | ||
| 26 | Verus Financial Partners, Inc. | 189,057 | 17,677,000 | 0.53% | SH | |
| 27 | TIAA CREF TRUST CO FSB/MO | 182,656 | 17,078,000 | 0.51% | ||
| 28 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 178,949 | 16,732,000 | 0.50% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 175,837 | 16,441,000 | 0.49% | ||
| 30 | SIMMONS FIRST TRUST CO NA | 173,419 | 16,215,000 | 0.48% | ||
| 31 | MOLLER WEALTH PARTNERS | 164,617 | 15,392,000 | 0.46% | ||
| 32 | JMG Financial Group, Ltd. | 154,303 | 14,427,000 | 0.43% | ||
| 33 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 151,527 | 14,168,000 | 0.42% | ||
| 34 | TD Capital Management LLC | 150,580 | 14,079,000 | 0.42% | ||
| 35 | Bank of New York Mellon Corp | 141,605 | 13,239,000 | 0.40% | ||
| 36 | ALESCO ADVISORS LLC | 137,525 | 12,859,000 | 0.38% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 137,256 | 12,833,000 | 0.38% | ||
| 38 | Destination Wealth Management | 136,102 | 12,726,000 | 0.38% | ||
| 39 | LEAVELL INVESTMENT MANAGEMENT, INC. | 134,590 | 12,584,000 | 0.38% | ||
| 40 | Private Advisor Group, LLC | 130,462 | 12,198,000 | 0.36% | ||
| 41 | Raymond James Financial Services Advisors, Inc. | 127,827 | 11,952,000 | 0.36% | ||
| 42 | Gibson Capital, LLC | 118,565 | 11,084,000 | 0.33% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 116,727 | 10,914,000 | 0.33% | ||
| 44 | TRUSTMARK BANK TRUST DEPARTMENT | 115,607 | 10,809,000 | 0.32% | ||
| 45 | ROYAL BANK OF CANADA | 114,381 | 10,695,000 | 0.32% | ||
| 46 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 108,069 | 10,104,000 | 0.30% | ||
| 47 | Ledyard National Bank | 105,893 | 9,901,000 | 0.30% | ||
| 48 | Financial Advisory Group | 94,938 | 8,877,000 | 0.27% | ||
| 49 | Wealth Architects, LLC | 92,155 | 8,617,000 | 0.26% | ||
| 50 | COMMERCE BANK | 90,000 | 8,415,000 | 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.
