| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 5,147,126 | 445,535,000 | 21.08% | ||
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,040,115 | 349,713,000 | 16.55% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,917,594 | 252,542,000 | 11.95% | ||
| 4 | LPL Financial LLC | 929,376 | 80,447,000 | 3.81% | ||
| 5 | Bank of New York Mellon Corp | 909,369 | 78,715,000 | 3.72% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 887,301 | 76,805,000 | 3.63% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 883,031 | 76,435,000 | 3.62% | ||
| 8 | AMERIPRISE FINANCIAL INC | 870,643 | 74,881,000 | 3.54% | ||
| 9 | INR ADVISORY SERVICES LLC | 718,316 | 62,177,000 | 2.94% | ||
| 10 | MORGAN STANLEY | 703,564 | 60,900,000 | 2.88% | ||
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 559,665 | 48,445,000 | 2.29% | ||
| 12 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 477,858 | 41,344,000 | 1.96% | ||
| 13 | STIFEL FINANCIAL CORP | 424,031 | 36,704,000 | 1.74% | ||
| 14 | Mirae Asset Global Investments Co., Ltd. | 265,600 | 22,990,000 | 1.09% | ||
| 15 | UBS AG | 224,496 | 19,432,000 | 0.92% | ||
| 16 | KAYS FINANCIAL ADVISORY CORP /ADV | 216,567 | 18,746,000 | 0.89% | ||
| 17 | AFAM CAPITAL, INC. | 188,181 | 16,289,000 | 0.77% | ||
| 18 | TWIN CAPITAL MANAGEMENT INC | 187,720 | 16,249,000 | 0.77% | ||
| 19 | Robert W. Baird & Co. Inc | 177,974 | 15,405,000 | 0.73% | ||
| 20 | Atria Investments, Inc | 154,646 | 13,386,000 | 0.63% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 150,913 | 13,063,000 | 0.62% | ||
| 22 | Busey Bank | 140,543 | 12,165,000 | 0.58% | ||
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 132,930 | 11,506,000 | 0.54% | ||
| 24 | CURIAN CAPITAL LLC | 128,027 | 11,082,000 | 0.52% | ||
| 25 | GUGGENHEIM CAPITAL LLC | 124,960 | 10,816,000 | 0.51% | ||
| 26 | SIGMA INVESTMENT COUNSELORS INC | 117,888 | 10,204,000 | 0.48% | ||
| 27 | ROYAL BANK OF CANADA | 108,506 | 9,391,000 | 0.44% | ||
| 28 | Orion Porfolio Solutions, LLC | 101,776 | 8,810,000 | 0.42% | ||
| 29 | Stadion Money Management, LLC | 99,416 | 8,605,000 | 0.41% | ||
| 30 | RAYMOND JAMES & ASSOCIATES | 87,510 | 7,574,000 | 0.36% | ||
| 31 | Smithfield Trust Co | 84,182 | 7,286,000 | 0.34% | ||
| 32 | Coastline Trust Co | 83,609 | 7,237,000 | 0.34% | ||
| 33 | NORTHSTAR INVESTMENT ADVISORS LLC | 82,759 | 7,164,000 | 0.34% | ||
| 34 | Rehmann Capital Advisory Group | 79,027 | 6,841,000 | 0.32% | ||
| 35 | Lattice Strategies LLC | 70,701 | 6,120,000 | 0.29% | ||
| 36 | CREDIT SUISSE AG/ | 70,684 | 6,118,000 | 0.29% | ||
| 37 | JOHNSON INVESTMENT COUNSEL INC | 68,570 | 5,935,000 | 0.28% | ||
| 38 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 68,347 | 5,916,000 | 0.28% | ||
| 39 | WHITTIER TRUST CO | 60,994 | 5,280,000 | 0.25% | ||
| 40 | Weatherstone Capital Management | 59,302 | 5,133,000 | 0.24% | ||
| 41 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 58,182 | 5,019,000 | 0.24% | ||
| 42 | CHATHAM CAPITAL GROUP, INC. | 57,615 | 4,987,000 | 0.24% | ||
| 43 | PNC FINANCIAL SERVICES GROUP, INC. | 55,802 | 4,831,000 | 0.23% | ||
| 44 | DEUTSCHE BANK AG\ | 53,305 | 4,613,000 | 0.22% | ||
| 45 | QUANTUM CAPITAL MANAGEMENT | 51,906 | 4,492,000 | 0.21% | ||
| 46 | Quantitative Advantage, LLC | 48,918 | 4,234,000 | 0.20% | ||
| 47 | Capital Directions Investment Advisors, LLC | 48,157 | 4,169,000 | 0.20% | ||
| 48 | Blume Capital Management, Inc. | 47,561 | 4,117,000 | 0.19% | ||
| 49 | Bragg Financial Advisors, Inc | 47,458 | 4,108,000 | 0.19% | ||
| 50 | Autus Asset Management, LLC | 43,750 | 3,787,000 | 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.
