| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 4,532,170 | 426,069,000 | 12.60% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 3,842,806 | 361,262,000 | 10.69% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 3,780,305 | 355,386,000 | 10.51% | ||
| 4 | FMR LLC | 3,172,970 | 298,703,000 | 8.84% | ||
| 5 | MORGAN STANLEY | 2,526,538 | 237,519,000 | 7.03% | ||
| 6 | VANGUARD GROUP INC | 1,633,072 | 153,525,000 | 4.54% | ||
| 7 | BANK OF MONTREAL /CAN/ | 1,163,244 | 109,357,000 | 3.23% | ||
| 8 | UBS Group AG | 1,053,746 | 99,063,000 | 2.93% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1,042,485 | 98,004,000 | 2.90% | ||
| 10 | Transamerica Financial Advisors, LLC | 1,004,683 | 94,451,000 | 2.79% | ||
| 11 | Carlson Capital Management | 643,747 | 60,519,000 | 1.79% | ||
| 12 | LPL Financial LLC | 625,600 | 58,440,000 | 1.73% | ||
| 13 | Ballentine Partners, LLC | 446,986 | 42,021,000 | 1.24% | ||
| 14 | COLDSTREAM CAPITAL MANAGEMENT INC | 445,716 | 41,902,000 | 1.24% | ||
| 15 | ROYAL BANK OF CANADA | 423,799 | 39,841,000 | 1.18% | ||
| 16 | FIFTH THIRD BANCORP | 405,445 | 38,116,000 | 1.13% | ||
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 399,032 | 37,513,000 | 1.11% | ||
| 18 | Commonwealth Equity Services, Inc | 316,847 | 29,787,000 | 0.88% | ||
| 19 | AXA S.A. | 314,077 | 29,526,000 | 0.87% | ||
| 20 | MADISON INVESTMENT HOLDINGS INC | 304,434 | 28,620,000 | 0.85% | ||
| 21 | MATHER GROUP, LLC. | 270,237 | 25,405,000 | 0.75% | ||
| 22 | Kistler-Tiffany Companies, LLC | 263,451 | 24,767,000 | 0.73% | ||
| 23 | ENVESTNET ASSET MANAGEMENT INC | 236,813 | 22,263,000 | 0.66% | ||
| 24 | Verus Financial Partners, Inc. | 228,148 | 21,448,000 | 0.63% | SH | |
| 25 | SIMMONS BANK | 206,373 | 19,401,000 | 0.57% | ||
| 26 | JMG Financial Group, Ltd. | 202,471 | 19,034,000 | 0.56% | ||
| 27 | HEARTWOOD WEALTH MANAGEMENT LTD | 195,093 | 18,341,000 | 0.54% | ||
| 28 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 181,182 | 17,033,000 | 0.50% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 176,142 | 16,559,000 | 0.49% | ||
| 30 | TIAA CREF TRUST CO FSB/MO | 159,077 | 14,955,000 | 0.44% | ||
| 31 | Private Advisor Group, LLC | 146,015 | 13,727,000 | 0.41% | ||
| 32 | MOLLER WEALTH PARTNERS | 143,033 | 13,447,000 | 0.40% | ||
| 33 | WEALTHFRONT CORP | 142,219 | 13,370,000 | 0.40% | ||
| 34 | LEAVELL INVESTMENT MANAGEMENT, INC. | 138,455 | 13,016,000 | 0.38% | ||
| 35 | Destination Wealth Management | 136,102 | 12,726,000 | 0.38% | ||
| 36 | Bank of New York Mellon Corp | 132,528 | 12,459,000 | 0.37% | ||
| 37 | Raymond James Financial Services Advisors, Inc. | 131,276 | 12,341,000 | 0.37% | ||
| 38 | TD Capital Management LLC | 120,481 | 11,326,000 | 0.34% | ||
| 39 | GOLDMAN SACHS GROUP INC | 116,546 | 10,956,000 | 0.32% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 115,378 | 10,847,000 | 0.32% | ||
| 41 | AMERIPRISE FINANCIAL INC | 112,369 | 10,581,000 | 0.31% | ||
| 42 | Gibson Capital, LLC | 110,528 | 10,388,000 | 0.31% | ||
| 43 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 109,295 | 10,275,000 | 0.30% | ||
| 44 | Ledyard National Bank | 106,792 | 10,040,000 | 0.30% | ||
| 45 | RAYMOND JAMES & ASSOCIATES | 100,406 | 9,439,000 | 0.28% | ||
| 46 | TRUSTMARK BANK TRUST DEPARTMENT | 99,443 | 9,349,000 | 0.28% | ||
| 47 | Wealth Architects, LLC | 91,678 | 8,619,000 | 0.25% | ||
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 91,500 | 8,602,000 | 0.25% | Call | |
| 49 | Financial Advisory Group | 89,565 | 8,420,000 | 0.25% | ||
| 50 | JANE STREET GROUP, LLC | 87,743 | 8,249,000 | 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.
