| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 8,099,563 | 972,838,000 | 15.37% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 6,544,872 | 786,105,000 | 12.42% | ||
| 3 | Creative Planning | 5,816,576 | 698,629,000 | 11.04% | ||
| 4 | MORGAN STANLEY | 3,727,524 | 447,713,000 | 7.07% | ||
| 5 | UBS Group AG | 3,615,919 | 434,308,000 | 6.86% | ||
| 6 | WELLS FARGO & COMPANY/MN | 3,516,846 | 422,408,000 | 6.67% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 2,139,507 | 256,978,000 | 4.06% | ||
| 8 | TIAA CREF TRUST CO FSB/MO | 1,612,992 | 193,737,000 | 3.06% | ||
| 9 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,484,700 | 178,327,000 | 2.82% | ||
| 10 | LPL Financial LLC | 1,157,325 | 137,335,000 | 2.17% | ||
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 601,172 | 72,207,000 | 1.14% | ||
| 12 | FIFTH THIRD BANCORP | 475,532 | 57,116,000 | 0.90% | ||
| 13 | GOLDMAN SACHS GROUP INC | 432,333 | 51,928,000 | 0.82% | ||
| 14 | Commonwealth Equity Services, Inc | 412,400 | 49,533,000 | 0.78% | ||
| 15 | BESSEMER GROUP INC | 407,885 | 48,991,000 | 0.77% | ||
| 16 | Bank of New York Mellon Corp | 340,570 | 40,906,000 | 0.65% | ||
| 17 | AMERIPRISE FINANCIAL INC | 309,743 | 37,151,000 | 0.59% | ||
| 18 | JONES FINANCIAL COMPANIES LLLP | 284,266 | 34,143,000 | 0.54% | ||
| 19 | INR ADVISORY SERVICES LLC | 256,431 | 30,800,000 | 0.49% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 255,557 | 30,696,000 | 0.49% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 251,975 | 30,265,000 | 0.48% | ||
| 22 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 250,548 | 30,093,000 | 0.48% | ||
| 23 | CORNERSTONE FINANCIAL PARTNERS, LLC | 248,821 | 29,899,000 | 0.47% | ||
| 24 | Emery Howard Portfolio Management, Inc. | 246,855 | 29,650,000 | 0.47% | ||
| 25 | Joel Isaacson & Co., LLC | 206,670 | 24,823,000 | 0.39% | ||
| 26 | Nadler Financial Group, Inc. | 191,802 | 23,037,000 | 0.36% | ||
| 27 | ROYAL BANK OF CANADA | 186,532 | 22,403,000 | 0.35% | ||
| 28 | JMG Financial Group, Ltd. | 183,797 | 22,076,000 | 0.35% | ||
| 29 | TCV Trust & Wealth Management, Inc. | 176,420 | 21,190,000 | 0.33% | ||
| 30 | Strategic Point Investment Advisors, LLC | 163,365 | 19,621,000 | 0.31% | ||
| 31 | SIMMONS FIRST TRUST CO NA | 161,382 | 19,383,000 | 0.31% | ||
| 32 | Veritable, L.P. | 161,254 | 19,368,000 | 0.31% | ||
| 33 | Karpus Management, Inc. | 157,647 | 18,935,000 | 0.30% | ||
| 34 | Smithfield Trust Co | 155,989 | 18,735,000 | 0.30% | ||
| 35 | Stratos Wealth Partners, LTD. | 151,889 | 18,243,000 | 0.29% | ||
| 36 | CULLEN/FROST BANKERS, INC. | 148,030 | 17,780,000 | 0.28% | ||
| 37 | Paracle Advisors, LLC | 144,978 | 17,413,000 | 0.28% | ||
| 38 | McKinley Carter Wealth Services, Inc. | 133,830 | 16,074,000 | 0.25% | ||
| 39 | LEAVELL INVESTMENT MANAGEMENT, INC. | 116,226 | 13,960,000 | 0.22% | ||
| 40 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 112,833 | 13,552,000 | 0.21% | ||
| 41 | Advisory Alpha, LLC | 111,953 | 13,446,000 | 0.21% | ||
| 42 | FIDUCIARY WEALTH PARTNERS, LLC | 135,752 | 13,401,000 | 0.21% | ||
| 43 | RAND WEALTH, LLC | 107,620 | 12,926,000 | 0.20% | ||
| 44 | PEAPACK GLADSTONE FINANCIAL CORP | 106,066 | 12,739,588 | 0.20% | ||
| 45 | TRUIST FINANCIAL CORP | 104,733 | 12,580,000 | 0.20% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 104,724 | 12,578,000 | 0.20% | ||
| 47 | CUTLER INVESTMENT COUNSEL LLC | 101,708 | 12,216,000 | 0.19% | ||
| 48 | US BANCORP \DE\ | 96,754 | 11,621,000 | 0.18% | ||
| 49 | HL FINANCIAL SERVICES LLC | 95,998 | 11,530,000 | 0.18% | ||
| 50 | ARKANSAS FINANCIAL GROUP, INC. | 94,771 | 11,383,000 | 0.18% |
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.
