| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 6,772,641 | 837,302,000 | 12.17% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 6,269,274 | 775,071,000 | 11.27% | ||
| 3 | JPMORGAN CHASE & CO | 6,141,404 | 759,263,000 | 11.04% | ||
| 4 | UBS Group AG | 4,398,616 | 543,801,000 | 7.91% | ||
| 5 | WELLS FARGO & COMPANY/MN | 3,618,384 | 447,341,000 | 6.50% | ||
| 6 | MORGAN STANLEY | 3,023,817 | 373,835,000 | 5.44% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 2,331,645 | 288,262,000 | 4.19% | ||
| 8 | JONES FINANCIAL COMPANIES LLLP | 1,958,156 | 242,087,000 | 3.52% | ||
| 9 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 1,808,676 | 223,606,000 | 3.25% | ||
| 10 | TIAA CREF TRUST CO FSB/MO | 1,681,185 | 207,845,000 | 3.02% | ||
| 11 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,478,730 | 182,815,000 | 2.66% | ||
| 12 | AMERIPRISE FINANCIAL INC | 690,364 | 85,226,000 | 1.24% | ||
| 13 | JMG Financial Group, Ltd. | 568,406 | 70,272,000 | 1.02% | ||
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 480,734 | 59,433,000 | 0.86% | ||
| 15 | FIFTH THIRD BANCORP | 475,099 | 58,737,000 | 0.85% | ||
| 16 | Commonwealth Equity Services, Inc | 415,204 | 51,332,000 | 0.75% | ||
| 17 | BNP PARIBAS FINANCIAL MARKETS | 379,685 | 46,940,456 | 0.68% | ||
| 18 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 376,993 | 46,608,000 | 0.68% | ||
| 19 | Bank of New York Mellon Corp | 310,069 | 38,333,000 | 0.56% | ||
| 20 | Veritable, L.P. | 276,326 | 34,162,000 | 0.50% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 265,251 | 32,793,000 | 0.48% | ||
| 22 | ROYAL BANK OF CANADA | 256,096 | 31,661,000 | 0.46% | ||
| 23 | INR ADVISORY SERVICES LLC | 255,734 | 31,616,000 | 0.46% | SH | |
| 24 | Emery Howard Portfolio Management, Inc. | 241,705 | 29,882,000 | 0.43% | ||
| 25 | Raymond James Financial Services Advisors, Inc. | 236,680 | 29,261,000 | 0.43% | ||
| 26 | GOLDMAN SACHS GROUP INC | 220,151 | 27,217,000 | 0.40% | ||
| 27 | Joel Isaacson & Co., LLC | 208,215 | 25,742,000 | 0.37% | ||
| 28 | STIFEL FINANCIAL CORP | 189,719 | 23,456,000 | 0.34% | ||
| 29 | TCV Trust & Wealth Management, Inc. | 184,368 | 22,793,000 | 0.33% | ||
| 30 | Nadler Financial Group, Inc. | 182,082 | 22,511,000 | 0.33% | ||
| 31 | CULLEN/FROST BANKERS, INC. | 175,392 | 21,684,000 | 0.32% | ||
| 32 | Smithfield Trust Co | 168,539 | 20,836,000 | 0.30% | ||
| 33 | Morningstar Investment Services LLC | 166,683 | 20,655,000 | 0.30% | ||
| 34 | Strategic Point Investment Advisors, LLC | 167,068 | 20,654,000 | 0.30% | ||
| 35 | Paracle Advisors, LLC | 161,290 | 19,940,000 | 0.29% | ||
| 36 | MSI Financial Services Inc | 141,166 | 17,452,000 | 0.25% | ||
| 37 | ALLIANCEBERNSTEIN L.P. | 140,310 | 17,347,000 | 0.25% | ||
| 38 | McKinley Carter Wealth Services, Inc. | 140,271 | 17,342,000 | 0.25% | ||
| 39 | SIMMONS BANK | 139,180 | 17,206,000 | 0.25% | ||
| 40 | Janney Montgomery Scott LLC | 134,430 | 16,387,000 | 0.24% | ||
| 41 | CUTLER INVESTMENT COUNSEL LLC | 123,771 | 15,302,000 | 0.22% | ||
| 42 | PEAPACK GLADSTONE FINANCIAL CORP | 121,577 | 15,030,564 | 0.22% | ||
| 43 | LEAVELL INVESTMENT MANAGEMENT, INC. | 120,461 | 14,893,000 | 0.22% | ||
| 44 | TRUIST FINANCIAL CORP | 115,111 | 14,231,000 | 0.21% | ||
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 114,290 | 14,130,000 | 0.21% | ||
| 46 | RAND WEALTH, LLC | 114,259 | 14,126,000 | 0.21% | ||
| 47 | CORNERSTONE FINANCIAL PARTNERS, LLC | 111,337 | 13,734,000 | 0.20% | ||
| 48 | Advisory Alpha, LLC | 108,899 | 13,463,000 | 0.20% | ||
| 49 | PITTENGER & ANDERSON INC | 103,641 | 12,813,000 | 0.19% | ||
| 50 | SII INVESTMENTS INC/WI | 102,469 | 12,669,000 | 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.
