| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 6,132,676 | 526,000,000 | 22.71% | ||
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,217,228 | 361,712,000 | 15.61% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,039,285 | 260,679,000 | 11.25% | ||
| 4 | AMERIPRISE FINANCIAL INC | 1,003,475 | 86,105,000 | 3.72% | ||
| 5 | LPL Financial LLC | 972,939 | 83,760,000 | 3.62% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 929,429 | 79,717,000 | 3.44% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 919,707 | 78,883,000 | 3.41% | ||
| 8 | MORGAN STANLEY | 753,303 | 64,611,000 | 2.79% | ||
| 9 | INR ADVISORY SERVICES LLC | 742,667 | 63,699,000 | 2.75% | ||
| 10 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 572,727 | 49,123,000 | 2.12% | ||
| 11 | STIFEL FINANCIAL CORP | 499,610 | 42,851,000 | 1.85% | ||
| 12 | Bank of New York Mellon Corp | 446,334 | 38,283,000 | 1.65% | ||
| 13 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 423,899 | 36,332,000 | 1.57% | ||
| 14 | CURIAN CAPITAL LLC | 408,483 | 35,036,000 | 1.51% | ||
| 15 | Robert W. Baird & Co. Inc | 264,300 | 22,669,000 | 0.98% | SH | |
| 16 | UBS AG | 237,940 | 20,408,000 | 0.88% | ||
| 17 | Litman Gregory Wealth Management LLC | 231,803 | 19,882,000 | 0.86% | ||
| 18 | KAYS FINANCIAL ADVISORY CORP /ADV | 227,875 | 19,545,000 | 0.84% | ||
| 19 | AFAM CAPITAL, INC. | 213,917 | 18,348,000 | 0.79% | ||
| 20 | Mirae Asset Global Investments Co., Ltd. | 206,900 | 17,746,000 | 0.77% | ||
| 21 | TWIN CAPITAL MANAGEMENT INC | 189,210 | 16,229,000 | 0.70% | ||
| 22 | Allianz Asset Management GmbH | 174,000 | 15,731,000 | 0.68% | ||
| 23 | GUGGENHEIM CAPITAL LLC | 171,051 | 14,671,000 | 0.63% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 167,251 | 14,345,000 | 0.62% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 156,699 | 13,441,000 | 0.58% | ||
| 26 | Busey Bank | 143,225 | 12,284,000 | 0.53% | ||
| 27 | Atria Investments, Inc | 138,694 | 11,896,000 | 0.51% | ||
| 28 | SIGMA INVESTMENT COUNSELORS INC | 131,804 | 11,305,000 | 0.49% | ||
| 29 | MANAGED ACCOUNT ADVISORS LLC | 127,243 | 10,914,000 | 0.47% | ||
| 30 | ROYAL BANK OF CANADA | 120,056 | 10,296,000 | 0.44% | ||
| 31 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 109,275 | 9,373,000 | 0.40% | ||
| 32 | Orion Porfolio Solutions, LLC | 107,156 | 9,191,000 | 0.40% | ||
| 33 | Steinberg Global Asset Management | 102,536 | 8,795,000 | 0.38% | ||
| 34 | Stadion Money Management, LLC | 100,886 | 8,653,000 | 0.37% | ||
| 35 | DEUTSCHE BANK AG\ | 95,315 | 8,174,000 | 0.35% | ||
| 36 | RAYMOND JAMES & ASSOCIATES | 94,409 | 8,097,000 | 0.35% | ||
| 37 | Coastline Trust Co | 89,444 | 7,671,000 | 0.33% | ||
| 38 | Smithfield Trust Co | 87,291 | 7,487,000 | 0.32% | ||
| 39 | Rehmann Capital Advisory Group | 80,088 | 6,869,000 | 0.30% | ||
| 40 | NORTHSTAR INVESTMENT ADVISORS LLC | 73,890 | 6,338,000 | 0.27% | ||
| 41 | CREDIT SUISSE AG/ | 71,195 | 6,106,000 | 0.26% | ||
| 42 | JOHNSON INVESTMENT COUNSEL INC | 70,863 | 6,077,000 | 0.26% | ||
| 43 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 68,650 | 5,957,000 | 0.26% | ||
| 44 | BANK OF MONTREAL /CAN/ | 66,066 | 5,666,000 | 0.24% | ||
| 45 | WHITTIER TRUST CO | 63,196 | 5,420,000 | 0.23% | ||
| 46 | Lattice Strategies LLC | 56,936 | 4,883,000 | 0.21% | ||
| 47 | Weatherstone Capital Management | 55,692 | 4,777,000 | 0.21% | ||
| 48 | PNC FINANCIAL SERVICES GROUP, INC. | 55,404 | 4,752,000 | 0.21% | ||
| 49 | Autus Asset Management, LLC | 53,619 | 4,599,000 | 0.20% | ||
| 50 | QUANTUM CAPITAL MANAGEMENT | 50,756 | 4,353,000 | 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.
