| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 7,545,997 | 993,280,000 | 11.67% | ||
| 2 | JPMORGAN CHASE & CO | 6,692,884 | 880,984,000 | 10.35% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 6,396,517 | 841,974,000 | 9.89% | ||
| 4 | UBS Group AG | 5,221,931 | 687,363,000 | 8.07% | ||
| 5 | WELLS FARGO & COMPANY/MN | 4,069,510 | 535,670,000 | 6.29% | ||
| 6 | MORGAN STANLEY | 3,411,859 | 449,103,000 | 5.27% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 2,476,500 | 325,980,000 | 3.83% | ||
| 8 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 2,257,757 | 297,188,000 | 3.49% | ||
| 9 | JONES FINANCIAL COMPANIES LLLP | 2,079,897 | 273,777,000 | 3.22% | ||
| 10 | TIAA CREF TRUST CO FSB/MO | 1,625,378 | 213,948,000 | 2.51% | ||
| 11 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,142,527 | 150,391,000 | 1.77% | ||
| 12 | AMERIPRISE FINANCIAL INC | 1,051,023 | 138,317,000 | 1.62% | ||
| 13 | MILLBURN RIDGEFIELD LLC /DE/ | 860,506 | 113,268,000 | 1.33% | ||
| 14 | Catalyst Capital Advisors LLC | 860,506 | 113,268,000 | 1.33% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 705,266 | 92,834,000 | 1.09% | ||
| 16 | JMG Financial Group, Ltd. | 624,808 | 82,243,000 | 0.97% | ||
| 17 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 581,585 | 76,554,000 | 0.90% | ||
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 564,097 | 74,256,000 | 0.87% | ||
| 19 | BANK OF MONTREAL /CAN/ | 557,682 | 73,257,000 | 0.86% | ||
| 20 | FIFTH THIRD BANCORP | 472,049 | 62,136,000 | 0.73% | ||
| 21 | Commonwealth Equity Services, Inc | 470,918 | 61,987,000 | 0.73% | ||
| 22 | Bank of New York Mellon Corp | 323,981 | 42,645,000 | 0.50% | ||
| 23 | ROYAL BANK OF CANADA | 303,101 | 39,898,000 | 0.47% | ||
| 24 | Veritable, L.P. | 294,789 | 38,803,000 | 0.46% | ||
| 25 | ALLIANCEBERNSTEIN L.P. | 289,078 | 38,051,000 | 0.45% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 287,212 | 37,806,000 | 0.44% | ||
| 27 | INR ADVISORY SERVICES LLC | 269,988 | 35,539,000 | 0.42% | ||
| 28 | Emery Howard Portfolio Management, Inc. | 239,642 | 31,544,000 | 0.37% | ||
| 29 | Joel Isaacson & Co., LLC | 217,247 | 28,596,000 | 0.34% | ||
| 30 | CULLEN/FROST BANKERS, INC. | 213,275 | 28,073,000 | 0.33% | ||
| 31 | TRUSTMARK BANK TRUST DEPARTMENT | 203,996 | 26,851,000 | 0.32% | ||
| 32 | GOLDMAN SACHS GROUP INC | 203,204 | 26,748,000 | 0.31% | ||
| 33 | Nadler Financial Group, Inc. | 200,214 | 26,354,000 | 0.31% | ||
| 34 | CLEARSTEAD ADVISORS, LLC | 195,866 | 25,782,000 | 0.30% | ||
| 35 | TCV Trust & Wealth Management, Inc. | 188,438 | 24,804,000 | 0.29% | ||
| 36 | Smithfield Trust Co | 182,085 | 23,968,000 | 0.28% | ||
| 37 | Paracle Advisors, LLC | 173,645 | 22,856,000 | 0.27% | ||
| 38 | Strategic Point Investment Advisors, LLC | 165,386 | 21,769,000 | 0.26% | ||
| 39 | TRUIST FINANCIAL CORP | 165,314 | 21,760,000 | 0.26% | ||
| 40 | Janney Montgomery Scott LLC | 145,332 | 19,130,000 | 0.22% | ||
| 41 | McKinley Carter Wealth Services, Inc. | 143,498 | 18,889,000 | 0.22% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 143,606 | 18,887,000 | 0.22% | ||
| 43 | SIMMONS BANK | 143,378 | 18,872,000 | 0.22% | ||
| 44 | SII INVESTMENTS INC/WI | 130,627 | 17,201,000 | 0.20% | ||
| 45 | FINANCIAL COUNSELORS INC | 130,368 | 17,160,000 | 0.20% | ||
| 46 | MSI Financial Services Inc | 127,549 | 16,789,000 | 0.20% | ||
| 47 | RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC | 123,964 | 16,662,000 | 0.20% | ||
| 48 | RAYMOND JAMES & ASSOCIATES | 126,388 | 16,637,000 | 0.20% | ||
| 49 | PEAPACK GLADSTONE FINANCIAL CORP | 124,570 | 16,397,149 | 0.19% | ||
| 50 | NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC | 119,876 | 16,337,971 | 0.19% |
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.
