| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 4,502,577 | 528,197,000 | 15.03% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,154,108 | 487,318,000 | 13.86% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,776,291 | 325,687,000 | 9.27% | ||
| 4 | UBS AG | 1,902,457 | 223,177,000 | 6.35% | ||
| 5 | MORGAN STANLEY | 1,862,954 | 218,542,000 | 6.22% | ||
| 6 | JPMORGAN CHASE & CO | 1,403,512 | 164,647,000 | 4.68% | ||
| 7 | TIAA CREF TRUST CO FSB/MO | 1,293,086 | 151,691,000 | 4.32% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 1,288,263 | 151,126,000 | 4.30% | ||
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 558,901 | 65,565,000 | 1.87% | ||
| 10 | Windham Capital Management, LLC | 466,307 | 54,703,000 | 1.56% | ||
| 11 | BB&T SECURITIES, LLC | 42,321 | 49,646,000 | 1.41% | ||
| 12 | LPL Financial LLC | 428,325 | 49,549,000 | 1.41% | ||
| 13 | FIFTH THIRD BANCORP | 366,449 | 42,988,000 | 1.22% | ||
| 14 | Bank of New York Mellon Corp | 283,723 | 33,284,000 | 0.95% | ||
| 15 | INR ADVISORY SERVICES LLC | 264,950 | 31,081,000 | 0.88% | ||
| 16 | Emery Howard Portfolio Management, Inc. | 238,845 | 28,019,000 | 0.80% | ||
| 17 | Commonwealth Equity Services, Inc | 222,518 | 26,104,000 | 0.74% | ||
| 18 | Karpus Management, Inc. | 221,260 | 25,956,000 | 0.74% | ||
| 19 | ENVESTNET ASSET MANAGEMENT INC | 194,369 | 22,801,000 | 0.65% | ||
| 20 | Aft, Forsyth & Sober, LLC | 192,775 | 22,614,000 | 0.64% | ||
| 21 | Strategic Point Investment Advisors, LLC | 166,828 | 19,570,000 | 0.56% | ||
| 22 | TCV Trust & Wealth Management, Inc. | 165,144 | 19,373,000 | 0.55% | ||
| 23 | RAND WEALTH, LLC | 131,179 | 15,389,000 | 0.44% | ||
| 24 | Alerus Investment Advisors Corp | 127,842 | 14,999,000 | 0.43% | ||
| 25 | TRUSTMARK BANK TRUST DEPARTMENT | 126,839 | 14,880,000 | 0.42% | ||
| 26 | AMERIPRISE FINANCIAL INC | 126,534 | 14,845,000 | 0.42% | ||
| 27 | Smithfield Trust Co | 125,151 | 14,681,000 | 0.42% | ||
| 28 | Veritable, L.P. | 122,987 | 14,428,000 | 0.41% | ||
| 29 | TD Capital Management LLC | 119,806 | 14,054,000 | 0.40% | ||
| 30 | JMG Financial Group, Ltd. | 119,616 | 14,032,000 | 0.40% | ||
| 31 | GOLDMAN SACHS GROUP INC | 113,367 | 13,299,000 | 0.38% | ||
| 32 | Advisory Alpha, LLC | 112,005 | 13,157,000 | 0.37% | ||
| 33 | CITIGROUP INC | 111,742 | 13,108,000 | 0.37% | ||
| 34 | Estate Counselors, LLC | 109,731 | 12,873,000 | 0.37% | ||
| 35 | Twele Capital Management, Inc. | 108,779 | 12,761,000 | 0.36% | ||
| 36 | ARKANSAS FINANCIAL GROUP, INC. | 107,557 | 12,618,000 | 0.36% | ||
| 37 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 105,291 | 12,352,000 | 0.35% | ||
| 38 | NEW ENGLAND ASSET MANAGEMENT INC | 95,500 | 11,203,000 | 0.32% | ||
| 39 | TRUIST FINANCIAL CORP | 89,874 | 10,543,000 | 0.30% | ||
| 40 | Verus Financial Partners, Inc. | 87,527 | 10,268,000 | 0.29% | SH | |
| 41 | LEAVELL INVESTMENT MANAGEMENT, INC. | 85,851 | 10,071,000 | 0.29% | ||
| 42 | Ballentine Partners, LLC | 85,639 | 10,046,000 | 0.29% | ||
| 43 | DEUTSCHE BANK AG\ | 81,569 | 9,568,000 | 0.27% | ||
| 44 | PEAPACK GLADSTONE FINANCIAL CORP | 80,659 | 9,462,107 | 0.27% | ||
| 45 | Paracle Advisors, LLC | 79,632 | 9,341,000 | 0.27% | ||
| 46 | NORTHSTAR ASSET MANAGEMENT Co | 78,195 | 9,173,000 | 0.26% | ||
| 47 | HL FINANCIAL SERVICES LLC | 77,723 | 9,118,000 | 0.26% | ||
| 48 | Joel Isaacson & Co., LLC | 76,311 | 8,952,000 | 0.25% | ||
| 49 | NATIXIS | 72,100 | 8,458,000 | 0.24% | ||
| 50 | CUTLER INVESTMENT COUNSEL LLC | 70,436 | 8,263,000 | 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.
