| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 4,924,503 | 608,472,000 | 13.99% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,797,871 | 592,826,000 | 13.63% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,903,296 | 358,733,000 | 8.25% | ||
| 4 | JPMORGAN CHASE & CO | 2,789,617 | 344,686,000 | 7.93% | ||
| 5 | MORGAN STANLEY | 2,376,687 | 293,664,000 | 6.75% | ||
| 6 | UBS Group AG | 2,232,167 | 275,807,000 | 6.34% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 1,581,526 | 195,411,000 | 4.49% | ||
| 8 | TIAA CREF TRUST CO FSB/MO | 1,331,848 | 164,563,000 | 3.78% | ||
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 608,169 | 75,146,000 | 1.73% | ||
| 10 | Bank of New York Mellon Corp | 586,493 | 72,468,000 | 1.67% | ||
| 11 | LPL Financial LLC | 515,866 | 63,740,000 | 1.47% | ||
| 12 | BB&T SECURITIES, LLC | 43,700 | 53,995,000 | 1.24% | ||
| 13 | FIFTH THIRD BANCORP | 379,011 | 46,831,000 | 1.08% | ||
| 14 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 347,800 | 42,974,000 | 0.99% | ||
| 15 | INR ADVISORY SERVICES LLC | 274,205 | 33,881,000 | 0.78% | ||
| 16 | Emery Howard Portfolio Management, Inc. | 243,566 | 30,095,000 | 0.69% | ||
| 17 | Commonwealth Equity Services, Inc | 229,686 | 28,380,000 | 0.65% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 215,777 | 26,661,000 | 0.61% | ||
| 19 | Karpus Management, Inc. | 214,033 | 26,446,000 | 0.61% | ||
| 20 | FINANCIAL COUNSELORS INC | 178,457 | 22,050,000 | 0.51% | ||
| 21 | Strategic Point Investment Advisors, LLC | 168,606 | 20,832,000 | 0.48% | ||
| 22 | TCV Trust & Wealth Management, Inc. | 166,635 | 20,590,000 | 0.47% | ||
| 23 | TRUSTMARK BANK TRUST DEPARTMENT | 144,560 | 17,862,000 | 0.41% | ||
| 24 | BESSEMER GROUP INC | 142,779 | 17,642,000 | 0.41% | ||
| 25 | AMERIPRISE FINANCIAL INC | 138,243 | 17,096,000 | 0.39% | ||
| 26 | Smithfield Trust Co | 129,792 | 16,037,000 | 0.37% | ||
| 27 | Veritable, L.P. | 128,987 | 15,938,000 | 0.37% | ||
| 28 | JMG Financial Group, Ltd. | 123,757 | 15,291,000 | 0.35% | ||
| 29 | Alerus Investment Advisors Corp | 122,903 | 15,186,000 | 0.35% | ||
| 30 | GOLDMAN SACHS GROUP INC | 120,051 | 14,834,000 | 0.34% | ||
| 31 | TD Capital Management LLC | 118,557 | 14,649,000 | 0.34% | ||
| 32 | Paracle Advisors, LLC | 116,460 | 14,389,000 | 0.33% | ||
| 33 | CITIGROUP INC | 114,795 | 14,184,000 | 0.33% | ||
| 34 | LEAVELL INVESTMENT MANAGEMENT, INC. | 113,700 | 14,049,000 | 0.32% | ||
| 35 | Nadler Financial Group, Inc. | 113,165 | 13,983,000 | 0.32% | ||
| 36 | Estate Counselors, LLC | 109,010 | 13,469,000 | 0.31% | ||
| 37 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 106,500 | 13,159,000 | 0.30% | ||
| 38 | Joel Isaacson & Co., LLC | 105,377 | 13,020,000 | 0.30% | ||
| 39 | Advisory Alpha, LLC | 103,222 | 12,754,000 | 0.29% | ||
| 40 | TRUIST FINANCIAL CORP | 99,089 | 12,243,000 | 0.28% | ||
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 97,676 | 12,069,000 | 0.28% | ||
| 42 | RAND WEALTH, LLC | 96,938 | 12,043,000 | 0.28% | ||
| 43 | ARKANSAS FINANCIAL GROUP, INC. | 96,511 | 11,925,000 | 0.27% | ||
| 44 | COMERICA BANK | 96,022 | 11,864,000 | 0.27% | ||
| 45 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 93,512 | 11,554,000 | 0.27% | ||
| 46 | Twele Capital Management, Inc. | 93,216 | 11,518,000 | 0.26% | ||
| 47 | CUTLER INVESTMENT COUNSEL LLC | 88,410 | 10,924,000 | 0.25% | ||
| 48 | Verus Financial Partners, Inc. | 86,203 | 10,651,000 | 0.24% | SH | |
| 49 | Ballentine Partners, LLC | 85,114 | 10,517,000 | 0.24% | ||
| 50 | PEAPACK GLADSTONE FINANCIAL CORP | 84,309 | 10,417,220 | 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.
