| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 6,987,142 | 890,372,000 | 15.70% | ||
| 2 | Creative Planning | 5,575,198 | 710,447,000 | 12.53% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 5,383,823 | 686,061,000 | 12.10% | ||
| 4 | WELLS FARGO & COMPANY/MN | 3,379,043 | 430,593,000 | 7.59% | ||
| 5 | MORGAN STANLEY | 3,065,374 | 390,620,000 | 6.89% | ||
| 6 | UBS Group AG | 2,896,866 | 369,148,000 | 6.51% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 1,802,915 | 229,746,000 | 4.05% | ||
| 8 | TIAA CREF TRUST CO FSB/MO | 1,420,935 | 181,070,000 | 3.19% | ||
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 739,068 | 94,180,000 | 1.66% | ||
| 10 | Bank of New York Mellon Corp | 628,603 | 80,103,000 | 1.41% | ||
| 11 | LPL Financial LLC | 585,556 | 74,611,000 | 1.32% | ||
| 12 | FIFTH THIRD BANCORP | 430,555 | 54,866,000 | 0.97% | ||
| 13 | Windham Capital Management, LLC | 407,611 | 51,942,000 | 0.92% | ||
| 14 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 377,500 | 48,105,000 | 0.85% | ||
| 15 | GOLDMAN SACHS GROUP INC | 374,141 | 47,677,000 | 0.84% | ||
| 16 | Commonwealth Equity Services, Inc | 312,593 | 39,834,000 | 0.70% | ||
| 17 | Emery Howard Portfolio Management, Inc. | 241,936 | 30,830,000 | 0.54% | ||
| 18 | INR ADVISORY SERVICES LLC | 235,110 | 29,960,000 | 0.53% | ||
| 19 | ENVESTNET ASSET MANAGEMENT INC | 229,909 | 29,297,000 | 0.52% | ||
| 20 | ASSETMARK, INC | 205,727 | 26,206,000 | 0.46% | ||
| 21 | AMERIPRISE FINANCIAL INC | 180,135 | 22,973,000 | 0.41% | ||
| 22 | TCV Trust & Wealth Management, Inc. | 174,831 | 22,278,000 | 0.39% | ||
| 23 | Karpus Management, Inc. | 172,929 | 22,036,000 | 0.39% | ||
| 24 | Strategic Point Investment Advisors, LLC | 165,056 | 21,033,000 | 0.37% | ||
| 25 | Nadler Financial Group, Inc. | 161,529 | 20,584,000 | 0.36% | ||
| 26 | MANAGED ACCOUNT ADVISORS LLC | 156,857 | 19,988,000 | 0.35% | ||
| 27 | Smithfield Trust Co | 147,719 | 18,824,000 | 0.33% | ||
| 28 | Joel Isaacson & Co., LLC | 139,960 | 17,835,000 | 0.31% | ||
| 29 | JMG Financial Group, Ltd. | 139,335 | 17,755,000 | 0.31% | ||
| 30 | Paracle Advisors, LLC | 133,597 | 17,024,000 | 0.30% | SH | |
| 31 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 126,739 | 16,150,000 | 0.28% | ||
| 32 | Veritable, L.P. | 126,681 | 16,143,000 | 0.28% | ||
| 33 | LEAVELL INVESTMENT MANAGEMENT, INC. | 121,075 | 15,429,000 | 0.27% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 115,042 | 14,661,000 | 0.26% | ||
| 35 | CULLEN/FROST BANKERS, INC. | 114,869 | 14,638,000 | 0.26% | ||
| 36 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 107,344 | 13,679,000 | 0.24% | ||
| 37 | McKinley Carter Wealth Services, Inc. | 106,681 | 13,594,000 | 0.24% | ||
| 38 | Advisory Alpha, LLC | 106,125 | 13,518,000 | 0.24% | ||
| 39 | NATIXIS | 102,400 | 13,049,000 | 0.23% | ||
| 40 | Alerus Investment Advisors Corp | 97,679 | 12,959,000 | 0.23% | ||
| 41 | CUTLER INVESTMENT COUNSEL LLC | 101,176 | 12,893,000 | 0.23% | ||
| 42 | TRUIST FINANCIAL CORP | 101,025 | 12,873,000 | 0.23% | ||
| 43 | COMERICA BANK | 100,220 | 12,772,000 | 0.23% | ||
| 44 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 99,819 | 12,720,000 | 0.22% | ||
| 45 | US BANCORP \DE\ | 99,338 | 12,659,000 | 0.22% | ||
| 46 | RAND WEALTH, LLC | 99,041 | 12,621,000 | 0.22% | ||
| 47 | TD Capital Management LLC | 98,893 | 12,602,000 | 0.22% | ||
| 48 | ARKANSAS FINANCIAL GROUP, INC. | 97,357 | 12,406,000 | 0.22% | ||
| 49 | TRUSTMARK BANK TRUST DEPARTMENT | 94,013 | 11,980,000 | 0.21% | ||
| 50 | PEAPACK GLADSTONE FINANCIAL CORP | 93,473 | 11,911,265 | 0.21% |
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.
