| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 9,147,760 | 780,304,000 | 25.03% | ||
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5,094,119 | 434,528,000 | 13.94% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,749,080 | 319,787,000 | 10.26% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 2,000,727 | 170,662,000 | 5.47% | ||
| 5 | MORGAN STANLEY | 1,316,794 | 112,323,000 | 3.60% | ||
| 6 | LPL Financial LLC | 1,236,954 | 105,277,000 | 3.38% | ||
| 7 | AMERIPRISE FINANCIAL INC | 1,075,220 | 91,721,000 | 2.94% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 880,917 | 75,142,000 | 2.41% | ||
| 9 | INR ADVISORY SERVICES LLC | 879,819 | 75,049,000 | 2.41% | ||
| 10 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 605,035 | 51,610,000 | 1.66% | ||
| 11 | STIFEL FINANCIAL CORP | 570,536 | 48,664,000 | 1.56% | ||
| 12 | CURIAN CAPITAL LLC | 497,361 | 42,425,000 | 1.36% | ||
| 13 | UBS Group AG | 496,989 | 42,393,000 | 1.36% | ||
| 14 | MANAGED ACCOUNT ADVISORS LLC | 478,796 | 40,841,000 | 1.31% | ||
| 15 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 423,899 | 36,159,000 | 1.16% | ||
| 16 | Bernicke Wealth Management, Ltd. | 387,034 | 33,014,000 | 1.06% | ||
| 17 | Bank of New York Mellon Corp | 314,383 | 26,817,000 | 0.86% | ||
| 18 | State of Tennessee, Department of Treasury | 289,900 | 24,728,000 | 0.79% | ||
| 19 | BANK OF MONTREAL /CAN/ | 276,383 | 23,576,000 | 0.76% | ||
| 20 | KAYS FINANCIAL ADVISORY CORP /ADV | 252,598 | 21,547,000 | 0.69% | ||
| 21 | TWIN CAPITAL MANAGEMENT INC | 231,220 | 19,723,000 | 0.63% | ||
| 22 | AFAM CAPITAL, INC. | 200,901 | 17,137,000 | 0.55% | ||
| 23 | AllSquare Wealth Management LLC | 198,385 | 16,922,000 | 0.54% | ||
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | 185,964 | 15,863,000 | 0.51% | ||
| 25 | Busey Bank | 171,274 | 14,610,000 | 0.47% | ||
| 26 | SIGMA INVESTMENT COUNSELORS INC | 165,634 | 14,129,000 | 0.45% | ||
| 27 | ASSETMARK, INC | 165,274 | 14,098,000 | 0.45% | ||
| 28 | Advisory Alpha, LLC | 164,550 | 14,025,000 | 0.45% | ||
| 29 | GUGGENHEIM CAPITAL LLC | 160,163 | 13,661,000 | 0.44% | ||
| 30 | Coastline Trust Co | 156,106 | 13,316,000 | 0.43% | ||
| 31 | ROYAL BANK OF CANADA | 155,776 | 13,287,000 | 0.43% | ||
| 32 | WESTBOURNE INVESTMENT ADVISORS, INC. | 931 | 10,910,000 | 0.35% | ||
| 33 | Allianz Asset Management GmbH | 127,700 | 10,893,000 | 0.35% | ||
| 34 | Orion Porfolio Solutions, LLC | 126,243 | 10,768,000 | 0.35% | ||
| 35 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 125,300 | 10,688,000 | 0.34% | ||
| 36 | JOHNSON INVESTMENT COUNSEL INC | 125,223 | 10,681,000 | 0.34% | ||
| 37 | Steinberg Global Asset Management | 121,913 | 10,399,000 | 0.33% | ||
| 38 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 116,256 | 9,918,000 | 0.32% | ||
| 39 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 108,310 | 9,239,000 | 0.30% | ||
| 40 | HSBC HOLDINGS PLC | 102,980 | 8,784,000 | 0.28% | ||
| 41 | Commonwealth Equity Services, Inc | 101,670 | 8,672,000 | 0.28% | ||
| 42 | SUMMIT SECURITIES GROUP LLC | 100,000 | 8,530,000 | 0.27% | ||
| 43 | Autus Asset Management, LLC | 96,958 | 8,271,000 | 0.27% | ||
| 44 | MADISON INVESTMENT HOLDINGS INC | 95,406 | 8,138,000 | 0.26% | ||
| 45 | JACOBSON & SCHMITT ADVISORS, LLC | 94,909 | 8,096,000 | 0.26% | ||
| 46 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 93,308 | 7,901,000 | 0.25% | ||
| 47 | Legacy Private Trust Co. | 87,659 | 7,478,000 | 0.24% | ||
| 48 | Smithfield Trust Co | 87,563 | 7,469,000 | 0.24% | ||
| 49 | Rehmann Capital Advisory Group | 85,877 | 7,325,000 | 0.23% | ||
| 50 | RAYMOND JAMES & ASSOCIATES | 80,754 | 6,888,000 | 0.22% |
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.
