| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 4,247,376 | 504,036,000 | 15.26% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,151,171 | 492,620,000 | 14.91% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,745,696 | 325,832,000 | 9.86% | ||
| 4 | MORGAN STANLEY | 1,785,270 | 211,858,000 | 6.41% | ||
| 5 | UBS AG | 1,603,130 | 190,243,000 | 5.76% | ||
| 6 | TIAA CREF TRUST CO FSB/MO | 1,263,537 | 149,943,000 | 4.54% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 1,167,314 | 138,526,000 | 4.19% | ||
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 509,830 | 60,502,000 | 1.83% | ||
| 9 | Windham Capital Management, LLC | 457,452 | 54,286,000 | 1.64% | ||
| 10 | LPL Financial LLC | 422,521 | 50,141,000 | 1.52% | ||
| 11 | BB&T SECURITIES, LLC | 41,708 | 49,494,000 | 1.50% | ||
| 12 | FIFTH THIRD BANCORP | 364,422 | 43,246,000 | 1.31% | ||
| 13 | JPMORGAN CHASE & CO | 288,435 | 34,228,000 | 1.04% | ||
| 14 | Bank of New York Mellon Corp | 281,539 | 33,411,000 | 1.01% | ||
| 15 | INR ADVISORY SERVICES LLC | 266,940 | 31,678,000 | 0.96% | ||
| 16 | Karpus Management, Inc. | 250,068 | 29,676,000 | 0.90% | ||
| 17 | Emery Howard Portfolio Management, Inc. | 240,662 | 28,559,000 | 0.86% | ||
| 18 | ALLIANCEBERNSTEIN L.P. | 228,860 | 27,159,000 | 0.82% | ||
| 19 | Commonwealth Equity Services, Inc | 215,281 | 25,547,000 | 0.77% | ||
| 20 | Aft, Forsyth & Sober, LLC | 202,775 | 24,063,000 | 0.73% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 200,164 | 23,753,000 | 0.72% | ||
| 22 | Strategic Point Investment Advisors, LLC | 191,230 | 22,693,000 | 0.69% | ||
| 23 | TCV Trust & Wealth Management, Inc. | 166,014 | 19,701,000 | 0.60% | ||
| 24 | TD Capital Management LLC | 131,995 | 15,664,000 | 0.47% | ||
| 25 | RAND WEALTH, LLC | 131,761 | 15,636,000 | 0.47% | ||
| 26 | Alerus Investment Advisors Corp | 129,582 | 15,378,000 | 0.47% | ||
| 27 | JMG Financial Group, Ltd. | 118,595 | 14,074,000 | 0.43% | ||
| 28 | Smithfield Trust Co | 118,413 | 14,052,000 | 0.43% | ||
| 29 | AMERIPRISE FINANCIAL INC | 115,285 | 13,659,000 | 0.41% | ||
| 30 | Veritable, L.P. | 112,009 | 13,292,000 | 0.40% | ||
| 31 | Estate Counselors, LLC | 109,731 | 13,022,000 | 0.39% | ||
| 32 | Twele Capital Management, Inc. | 108,640 | 12,892,000 | 0.39% | ||
| 33 | ARKANSAS FINANCIAL GROUP, INC. | 108,043 | 12,821,000 | 0.39% | ||
| 34 | TRUSTMARK BANK TRUST DEPARTMENT | 105,998 | 12,579,000 | 0.38% | ||
| 35 | Advisory Alpha, LLC | 105,876 | 12,564,000 | 0.38% | ||
| 36 | GOLDMAN SACHS GROUP INC | 104,103 | 12,354,000 | 0.37% | ||
| 37 | CITIGROUP INC | 102,998 | 12,223,000 | 0.37% | ||
| 38 | NEW ENGLAND ASSET MANAGEMENT INC | 95,500 | 11,333,000 | 0.34% | ||
| 39 | TRUIST FINANCIAL CORP | 90,961 | 10,794,000 | 0.33% | ||
| 40 | Verus Financial Partners, Inc. | 88,856 | 10,545,000 | 0.32% | SH | |
| 41 | LEAVELL INVESTMENT MANAGEMENT, INC. | 87,547 | 10,389,000 | 0.31% | ||
| 42 | Ballentine Partners, LLC | 86,409 | 10,254,000 | 0.31% | ||
| 43 | DEUTSCHE BANK AG\ | 81,284 | 9,645,000 | 0.29% | ||
| 44 | HL FINANCIAL SERVICES LLC | 77,947 | 9,250,000 | 0.28% | ||
| 45 | PEAPACK GLADSTONE FINANCIAL CORP | 77,765 | 9,228,373 | 0.28% | ||
| 46 | NORTHSTAR ASSET MANAGEMENT Co | 77,670 | 9,217,000 | 0.28% | ||
| 47 | NATIXIS | 72,100 | 8,556,000 | 0.26% | ||
| 48 | Cambridge Investment Research Advisors, Inc. | 67,381 | 7,996,000 | 0.24% | ||
| 49 | Joel Isaacson & Co., LLC | 66,364 | 7,875,000 | 0.24% | ||
| 50 | CUTLER INVESTMENT COUNSEL LLC | 65,592 | 7,784,000 | 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.
