| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 4,300,745 | 365,477,000 | 18.60% | ||
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3,837,322 | 326,096,000 | 16.59% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,463,225 | 209,324,000 | 10.65% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,091,462 | 92,752,000 | 4.72% | ||
| 5 | LPL Financial LLC | 957,827 | 81,396,000 | 4.14% | ||
| 6 | Bank of New York Mellon Corp | 890,737 | 75,695,000 | 3.85% | ||
| 7 | AMERIPRISE FINANCIAL INC | 846,522 | 71,941,000 | 3.66% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 728,645 | 61,920,000 | 3.15% | ||
| 9 | MORGAN STANLEY | 685,083 | 58,218,000 | 2.96% | ||
| 10 | INR ADVISORY SERVICES LLC | 654,442 | 55,614,000 | 2.83% | ||
| 11 | Mirae Asset Global Investments Co., Ltd. | 613,000 | 52,093,000 | 2.65% | ||
| 12 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 534,560 | 45,427,000 | 2.31% | ||
| 13 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 490,627 | 41,654,000 | 2.12% | ||
| 14 | MADISON INVESTMENT HOLDINGS INC | 439,136 | 37,318,000 | 1.90% | ||
| 15 | STIFEL FINANCIAL CORP | 385,956 | 32,798,000 | 1.67% | ||
| 16 | UBS AG | 227,249 | 19,312,000 | 0.98% | ||
| 17 | KAYS FINANCIAL ADVISORY CORP /ADV | 210,861 | 17,919,000 | 0.91% | ||
| 18 | AFAM CAPITAL, INC. | 181,565 | 15,429,000 | 0.79% | ||
| 19 | TWIN CAPITAL MANAGEMENT INC | 175,670 | 14,928,000 | 0.76% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 160,359 | 13,627,000 | 0.69% | ||
| 21 | Robert W. Baird & Co. Inc | 159,932 | 13,586,000 | 0.69% | ||
| 22 | CURIAN CAPITAL LLC | 140,791 | 12,000,000 | 0.61% | ||
| 23 | Busey Bank | 134,259 | 11,409,000 | 0.58% | ||
| 24 | Atria Investments, Inc | 115,777 | 9,839,000 | 0.50% | ||
| 25 | Stadion Money Management, LLC | 107,838 | 9,164,000 | 0.47% | ||
| 26 | Orion Porfolio Solutions, LLC | 101,668 | 8,639,000 | 0.44% | ||
| 27 | SIGMA INVESTMENT COUNSELORS INC | 100,603 | 8,549,000 | 0.43% | ||
| 28 | RAYMOND JAMES & ASSOCIATES | 89,775 | 7,629,000 | 0.39% | ||
| 29 | Smithfield Trust Co | 85,142 | 7,234,000 | 0.37% | ||
| 30 | NORTHSTAR INVESTMENT ADVISORS LLC | 84,294 | 7,163,000 | 0.36% | ||
| 31 | GUGGENHEIM CAPITAL LLC | 80,262 | 6,822,000 | 0.35% | ||
| 32 | Coastline Trust Co | 80,042 | 6,802,000 | 0.35% | ||
| 33 | Weatherstone Capital Management | 79,142 | 6,725,000 | 0.34% | ||
| 34 | Rehmann Capital Advisory Group | 75,071 | 6,380,000 | 0.32% | ||
| 35 | CREDIT SUISSE AG/ | 72,893 | 6,195,000 | 0.32% | ||
| 36 | ROYAL BANK OF CANADA | 69,649 | 5,920,000 | 0.30% | ||
| 37 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 66,811 | 5,678,000 | 0.29% | ||
| 38 | WHITTIER TRUST CO | 63,488 | 5,394,000 | 0.27% | ||
| 39 | CHATHAM CAPITAL GROUP, INC. | 55,615 | 4,726,000 | 0.24% | ||
| 40 | DEUTSCHE BANK AG\ | 53,305 | 4,529,000 | 0.23% | ||
| 41 | QUANTUM CAPITAL MANAGEMENT | 52,704 | 4,479,000 | 0.23% | ||
| 42 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 51,041 | 4,350,000 | 0.22% | ||
| 43 | Legacy Private Trust Co. | 49,909 | 4,242,000 | 0.22% | ||
| 44 | Bragg Financial Advisors, Inc | 48,357 | 4,109,000 | 0.21% | ||
| 45 | Capital Directions Investment Advisors, LLC | 48,157 | 4,092,000 | 0.21% | ||
| 46 | Invesco Ltd. | 48,079 | 4,086,000 | 0.21% | PRN | |
| 47 | PNC FINANCIAL SERVICES GROUP, INC. | 47,248 | 4,016,000 | 0.20% | ||
| 48 | Lattice Strategies LLC | 47,005 | 3,994,000 | 0.20% | ||
| 49 | Blume Capital Management, Inc. | 46,931 | 3,988,000 | 0.20% | ||
| 50 | JOHNSON INVESTMENT COUNSEL INC | 44,513 | 3,782,000 | 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.
