| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 7,420,303 | 650,761,000 | 22.12% | ||
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,778,576 | 419,081,000 | 14.24% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,600,163 | 315,737,000 | 10.73% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,419,144 | 124,459,000 | 4.23% | ||
| 5 | MORGAN STANLEY | 1,280,753 | 112,322,000 | 3.82% | ||
| 6 | LPL Financial LLC | 1,152,574 | 101,346,000 | 3.44% | ||
| 7 | AMERIPRISE FINANCIAL INC | 928,303 | 81,485,000 | 2.77% | ||
| 8 | INR ADVISORY SERVICES LLC | 925,967 | 81,207,000 | 2.76% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 809,987 | 71,036,000 | 2.41% | ||
| 10 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 583,605 | 51,182,000 | 1.74% | ||
| 11 | STIFEL FINANCIAL CORP | 534,010 | 46,833,000 | 1.59% | ||
| 12 | Allianz Asset Management GmbH | 445,400 | 39,062,000 | 1.33% | ||
| 13 | UBS Group AG | 426,119 | 37,371,000 | 1.27% | ||
| 14 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 423,899 | 37,172,000 | 1.26% | ||
| 15 | MANAGED ACCOUNT ADVISORS LLC | 411,356 | 36,076,000 | 1.23% | ||
| 16 | Bank of New York Mellon Corp | 381,213 | 33,432,000 | 1.14% | ||
| 17 | CURIAN CAPITAL LLC | 351,759 | 30,849,000 | 1.05% | ||
| 18 | Bernicke Wealth Management, Ltd. | 273,218 | 23,961,000 | 0.81% | ||
| 19 | State of Tennessee, Department of Treasury | 265,900 | 23,319,000 | 0.79% | ||
| 20 | Robert W. Baird & Co. Inc | 263,247 | 23,086,000 | 0.78% | ||
| 21 | Lombard Odier Asset Management (Switzerland) SA | 243,601 | 21,543,000 | 0.73% | ||
| 22 | KAYS FINANCIAL ADVISORY CORP /ADV | 244,864 | 21,475,000 | 0.73% | ||
| 23 | TWIN CAPITAL MANAGEMENT INC | 223,820 | 19,629,000 | 0.67% | ||
| 24 | BANK OF MONTREAL /CAN/ | 205,132 | 17,991,000 | 0.61% | ||
| 25 | ASSETMARK, INC | 185,682 | 16,284,000 | 0.55% | ||
| 26 | AllSquare Wealth Management LLC | 183,869 | 16,125,000 | 0.55% | ||
| 27 | Glovista Investments LLC | 173,029 | 15,175,000 | 0.52% | ||
| 28 | Mirae Asset Global Investments Co., Ltd. | 171,000 | 14,997,000 | 0.51% | ||
| 29 | AFAM CAPITAL, INC. | 168,158 | 14,747,000 | 0.50% | ||
| 30 | GUGGENHEIM CAPITAL LLC | 163,435 | 14,334,000 | 0.49% | ||
| 31 | Busey Bank | 162,612 | 14,261,000 | 0.48% | ||
| 32 | SIGMA INVESTMENT COUNSELORS INC | 159,512 | 13,989,000 | 0.48% | ||
| 33 | Coastline Trust Co | 149,616 | 13,121,000 | 0.45% | ||
| 34 | ROYAL BANK OF CANADA | 145,006 | 12,717,000 | 0.43% | ||
| 35 | Advisory Alpha, LLC | 134,910 | 11,832,000 | 0.40% | ||
| 36 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 130,100 | 11,410,000 | 0.39% | ||
| 37 | SPINNAKER TRUST | 129,489 | 11,356,000 | 0.39% | ||
| 38 | MADISON INVESTMENT HOLDINGS INC | 126,366 | 11,082,000 | 0.38% | ||
| 39 | Orion Porfolio Solutions, LLC | 125,860 | 11,037,000 | 0.38% | ||
| 40 | Steinberg Global Asset Management | 117,617 | 10,315,000 | 0.35% | ||
| 41 | JOHNSON INVESTMENT COUNSEL INC | 114,490 | 10,040,000 | 0.34% | ||
| 42 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 101,346 | 8,888,000 | 0.30% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 98,917 | 8,675,000 | 0.29% | ||
| 44 | Stadion Money Management, LLC | 92,687 | 8,129,000 | 0.28% | ||
| 45 | Smithfield Trust Co | 91,360 | 8,012,000 | 0.27% | ||
| 46 | HSBC HOLDINGS PLC | 90,554 | 7,942,000 | 0.27% | ||
| 47 | PNC FINANCIAL SERVICES GROUP, INC. | 88,802 | 7,787,000 | 0.26% | ||
| 48 | Autus Asset Management, LLC | 87,133 | 7,642,000 | 0.26% | ||
| 49 | Rehmann Capital Advisory Group | 84,546 | 7,415,000 | 0.25% | ||
| 50 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 83,794 | 7,388,000 | 0.25% |
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.
