| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 5,620,433 | 745,832,000 | 13.91% | ||
| 2 | Creative Planning | 5,271,786 | 699,566,000 | 13.05% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 5,049,708 | 670,096,000 | 12.50% | ||
| 4 | WELLS FARGO & COMPANY/MN | 3,173,271 | 421,094,000 | 7.86% | ||
| 5 | MORGAN STANLEY | 2,835,309 | 376,246,000 | 7.02% | ||
| 6 | UBS Group AG | 2,680,312 | 355,677,000 | 6.63% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 1,704,970 | 226,252,000 | 4.22% | ||
| 8 | TIAA CREF TRUST CO FSB/MO | 1,381,940 | 183,384,000 | 3.42% | ||
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 703,314 | 93,330,000 | 1.74% | ||
| 10 | Bank of New York Mellon Corp | 608,687 | 80,774,000 | 1.51% | ||
| 11 | LPL Financial LLC | 552,218 | 70,839,000 | 1.32% | ||
| 12 | BB&T SECURITIES, LLC | 47,626 | 63,200,000 | 1.18% | ||
| 13 | FIFTH THIRD BANCORP | 423,303 | 56,172,000 | 1.05% | ||
| 14 | INR ADVISORY SERVICES LLC | 288,514 | 38,286,000 | 0.71% | ||
| 15 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 285,100 | 37,833,000 | 0.71% | ||
| 16 | Commonwealth Equity Services, Inc | 271,856 | 36,075,000 | 0.67% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 246,992 | 32,776,000 | 0.61% | ||
| 18 | Emery Howard Portfolio Management, Inc. | 241,771 | 32,083,000 | 0.60% | ||
| 19 | GOLDMAN SACHS GROUP INC | 206,659 | 27,424,000 | 0.51% | ||
| 20 | Karpus Management, Inc. | 178,627 | 23,704,000 | 0.44% | ||
| 21 | TCV Trust & Wealth Management, Inc. | 171,711 | 22,787,000 | 0.43% | ||
| 22 | Strategic Point Investment Advisors, LLC | 168,921 | 22,415,000 | 0.42% | ||
| 23 | TRUSTMARK BANK TRUST DEPARTMENT | 160,881 | 21,348,000 | 0.40% | ||
| 24 | AMERIPRISE FINANCIAL INC | 145,562 | 19,316,000 | 0.36% | ||
| 25 | Smithfield Trust Co | 142,690 | 18,934,000 | 0.35% | ||
| 26 | Veritable, L.P. | 138,858 | 18,426,000 | 0.34% | ||
| 27 | Nadler Financial Group, Inc. | 131,517 | 17,452,000 | 0.33% | ||
| 28 | JMG Financial Group, Ltd. | 131,154 | 17,404,000 | 0.32% | ||
| 29 | Paracle Advisors, LLC | 128,892 | 17,103,000 | 0.32% | ||
| 30 | LEAVELL INVESTMENT MANAGEMENT, INC. | 116,710 | 15,487,000 | 0.29% | ||
| 31 | MANAGED ACCOUNT ADVISORS LLC | 115,182 | 15,285,000 | 0.29% | ||
| 32 | Joel Isaacson & Co., LLC | 114,904 | 15,248,000 | 0.28% | ||
| 33 | CITIGROUP INC | 111,489 | 14,795,000 | 0.28% | ||
| 34 | TD Capital Management LLC | 110,815 | 14,705,000 | 0.27% | ||
| 35 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 105,923 | 14,056,000 | 0.26% | ||
| 36 | TRUIST FINANCIAL CORP | 105,592 | 14,012,000 | 0.26% | ||
| 37 | Advisory Alpha, LLC | 105,242 | 13,966,000 | 0.26% | ||
| 38 | CULLEN/FROST BANKERS, INC. | 102,242 | 13,568,000 | 0.25% | ||
| 39 | RAND WEALTH, LLC | 100,033 | 13,274,000 | 0.25% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 99,918 | 13,255,000 | 0.25% | ||
| 41 | ARKANSAS FINANCIAL GROUP, INC. | 99,287 | 13,175,000 | 0.25% | ||
| 42 | CUTLER INVESTMENT COUNSEL LLC | 98,482 | 13,069,000 | 0.24% | ||
| 43 | Alerus Investment Advisors Corp | 97,679 | 12,962,000 | 0.24% | ||
| 44 | Twele Capital Management, Inc. | 93,022 | 12,344,000 | 0.23% | ||
| 45 | McKinley Carter Wealth Services, Inc. | 89,176 | 11,834,000 | 0.22% | ||
| 46 | PEAPACK GLADSTONE FINANCIAL CORP | 87,858 | 11,658,757 | 0.22% | ||
| 47 | FINANCIAL COUNSELORS INC | 87,022 | 11,548,000 | 0.22% | ||
| 48 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 83,538 | 11,085,000 | 0.21% | ||
| 49 | Verus Financial Partners, Inc. | 82,991 | 11,013,000 | 0.21% | SH | |
| 50 | Ballentine Partners, LLC | 82,564 | 10,956,000 | 0.20% |
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.
