| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 7,725,025 | 901,279,000 | 16.10% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 6,389,643 | 745,481,000 | 13.32% | ||
| 3 | Creative Planning | 5,417,742 | 632,088,000 | 11.29% | ||
| 4 | WELLS FARGO & COMPANY/MN | 3,412,299 | 398,113,000 | 7.11% | ||
| 5 | MORGAN STANLEY | 3,183,932 | 371,469,000 | 6.64% | ||
| 6 | UBS Group AG | 3,130,626 | 365,250,000 | 6.52% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 1,928,035 | 224,945,000 | 4.02% | ||
| 8 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,689,900 | 197,161,000 | 3.52% | ||
| 9 | TIAA CREF TRUST CO FSB/MO | 1,489,279 | 173,754,000 | 3.10% | ||
| 10 | LPL Financial LLC | 593,440 | 71,571,000 | 1.28% | ||
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 585,996 | 68,367,000 | 1.22% | ||
| 12 | FIFTH THIRD BANCORP | 465,587 | 54,320,000 | 0.97% | ||
| 13 | GOLDMAN SACHS GROUP INC | 400,677 | 46,747,000 | 0.83% | ||
| 14 | BNP PARIBAS FINANCIAL MARKETS | 370,165 | 43,187,148 | 0.77% | ||
| 15 | Commonwealth Equity Services, Inc | 355,880 | 41,520,000 | 0.74% | ||
| 16 | Bank of New York Mellon Corp | 340,227 | 39,694,000 | 0.71% | ||
| 17 | Emery Howard Portfolio Management, Inc. | 247,365 | 28,860,000 | 0.52% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 246,052 | 28,707,000 | 0.51% | ||
| 19 | INR ADVISORY SERVICES LLC | 237,344 | 27,691,000 | 0.49% | ||
| 20 | AMERIPRISE FINANCIAL INC | 219,551 | 25,614,000 | 0.46% | ||
| 21 | Nadler Financial Group, Inc. | 193,291 | 22,551,000 | 0.40% | ||
| 22 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 187,381 | 21,862,000 | 0.39% | ||
| 23 | Raymond James Financial Services Advisors, Inc. | 181,579 | 21,183,000 | 0.38% | ||
| 24 | Joel Isaacson & Co., LLC | 177,462 | 20,704,000 | 0.37% | ||
| 25 | TCV Trust & Wealth Management, Inc. | 177,071 | 20,659,000 | 0.37% | ||
| 26 | Karpus Management, Inc. | 171,457 | 20,004,000 | 0.36% | ||
| 27 | Strategic Point Investment Advisors, LLC | 164,726 | 19,218,000 | 0.34% | ||
| 28 | JMG Financial Group, Ltd. | 154,277 | 17,999,000 | 0.32% | ||
| 29 | Smithfield Trust Co | 153,986 | 17,965,000 | 0.32% | ||
| 30 | Paracle Advisors, LLC | 140,782 | 16,425,000 | 0.29% | ||
| 31 | McKinley Carter Wealth Services, Inc. | 138,337 | 16,140,000 | 0.29% | ||
| 32 | JANE STREET GROUP, LLC | 133,674 | 15,596,000 | 0.28% | ||
| 33 | Veritable, L.P. | 130,497 | 15,225,000 | 0.27% | ||
| 34 | LEAVELL INVESTMENT MANAGEMENT, INC. | 121,885 | 14,220,000 | 0.25% | ||
| 35 | CULLEN/FROST BANKERS, INC. | 120,832 | 14,097,000 | 0.25% | ||
| 36 | CAPTRUST FINANCIAL ADVISORS | 113,469 | 13,238,000 | 0.24% | ||
| 37 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 109,258 | 12,747,000 | 0.23% | ||
| 38 | Advisory Alpha, LLC | 105,166 | 12,270,000 | 0.22% | ||
| 39 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 103,940 | 12,128,000 | 0.22% | ||
| 40 | PEAPACK GLADSTONE FINANCIAL CORP | 103,316 | 12,053,878 | 0.22% | ||
| 41 | RAND WEALTH, LLC | 101,980 | 11,898,000 | 0.21% | ||
| 42 | CITIGROUP INC | 101,830 | 11,881,000 | 0.21% | ||
| 43 | US BANCORP \DE\ | 101,661 | 11,861,000 | 0.21% | ||
| 44 | CUTLER INVESTMENT COUNSEL LLC | 100,980 | 11,781,000 | 0.21% | ||
| 45 | TRUIST FINANCIAL CORP | 100,781 | 11,758,000 | 0.21% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 99,831 | 11,647,000 | 0.21% | ||
| 47 | ROYAL BANK OF CANADA | 98,320 | 11,472,000 | 0.20% | ||
| 48 | ARKANSAS FINANCIAL GROUP, INC. | 95,893 | 11,188,000 | 0.20% | ||
| 49 | Alerus Investment Advisors Corp | 95,505 | 11,142,000 | 0.20% | ||
| 50 | CREDIT SUISSE AG/ | 94,306 | 11,003,000 | 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.
