| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 8,571,323 | 732,248,000 | 21.54% | ||
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5,185,054 | 442,960,000 | 13.03% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,838,734 | 327,943,000 | 9.65% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 2,535,268 | 216,589,000 | 6.37% | ||
| 5 | LPL Financial LLC | 1,380,151 | 117,409,000 | 3.45% | ||
| 6 | Lombard Odier Asset Management (Switzerland) SA | 1,201,918 | 103,146,000 | 3.03% | ||
| 7 | MORGAN STANLEY | 1,153,826 | 98,571,000 | 2.90% | ||
| 8 | AMERIPRISE FINANCIAL INC | 987,555 | 84,419,000 | 2.48% | ||
| 9 | INR ADVISORY SERVICES LLC | 881,168 | 75,278,000 | 2.21% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 801,902 | 68,506,000 | 2.02% | ||
| 11 | Glovista Investments LLC | 770,733 | 65,844,000 | 1.94% | ||
| 12 | STIFEL FINANCIAL CORP | 706,238 | 60,334,000 | 1.77% | ||
| 13 | Atria Investments, Inc | 4,610 | 53,968,000 | 1.59% | ||
| 14 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 609,748 | 52,091,000 | 1.53% | ||
| 15 | UBS Group AG | 514,368 | 43,942,000 | 1.29% | ||
| 16 | CURIAN CAPITAL LLC | 473,105 | 40,417,000 | 1.19% | ||
| 17 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 447,877 | 38,213,000 | 1.12% | ||
| 18 | Bernicke Wealth Management, Ltd. | 394,873 | 33,734,000 | 0.99% | ||
| 19 | BANK OF MONTREAL /CAN/ | 369,031 | 31,525,000 | 0.93% | ||
| 20 | State of Tennessee, Department of Treasury | 341,900 | 29,209,000 | 0.86% | ||
| 21 | JANE STREET GROUP, LLC | 305,501 | 26,099,000 | 0.77% | ||
| 22 | Allianz Asset Management GmbH | 287,280 | 24,543,000 | 0.72% | ||
| 23 | Bank of New York Mellon Corp | 280,703 | 23,980,000 | 0.71% | ||
| 24 | KAYS FINANCIAL ADVISORY CORP /ADV | 265,741 | 22,702,000 | 0.67% | ||
| 25 | TWIN CAPITAL MANAGEMENT INC | 242,120 | 20,684,000 | 0.61% | ||
| 26 | PNC FINANCIAL SERVICES GROUP, INC. | 234,506 | 20,033,000 | 0.59% | ||
| 27 | ASSETMARK, INC | 232,268 | 19,843,000 | 0.58% | ||
| 28 | Fisher Asset Management, LLC | 228,545 | 19,525,000 | 0.57% | ||
| 29 | STATE STREET CORP | 200,485 | 17,127,000 | 0.50% | ||
| 30 | AllSquare Wealth Management LLC | 193,025 | 16,490,000 | 0.49% | ||
| 31 | Busey Bank | 179,968 | 15,374,000 | 0.45% | ||
| 32 | AFAM CAPITAL, INC. | 179,582 | 15,342,000 | 0.45% | ||
| 33 | ROYAL BANK OF CANADA | 177,867 | 15,195,000 | 0.45% | ||
| 34 | SIGMA INVESTMENT COUNSELORS INC | 165,779 | 14,163,000 | 0.42% | ||
| 35 | Advisory Alpha, LLC | 162,384 | 13,872,000 | 0.41% | ||
| 36 | Coastline Trust Co | 151,713 | 12,961,000 | 0.38% | ||
| 37 | GUGGENHEIM CAPITAL LLC | 144,695 | 12,361,000 | 0.36% | ||
| 38 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 127,000 | 10,850,000 | 0.32% | ||
| 39 | JOHNSON INVESTMENT COUNSEL INC | 123,840 | 10,579,000 | 0.31% | ||
| 40 | Steinberg Global Asset Management | 123,506 | 10,551,000 | 0.31% | ||
| 41 | Orion Porfolio Solutions, LLC | 123,062 | 10,513,000 | 0.31% | ||
| 42 | HSBC HOLDINGS PLC | 121,611 | 10,389,000 | 0.31% | ||
| 43 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 112,581 | 9,618,000 | 0.28% | ||
| 44 | Commonwealth Equity Services, Inc | 111,360 | 9,514,000 | 0.28% | ||
| 45 | Autus Asset Management, LLC | 107,773 | 9,207,000 | 0.27% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 97,892 | 8,363,000 | 0.25% | ||
| 47 | JACOBSON & SCHMITT ADVISORS, LLC | 95,300 | 8,141,000 | 0.24% | ||
| 48 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 95,357 | 8,130,000 | 0.24% | ||
| 49 | Legacy Private Trust Co. | 91,162 | 7,788,000 | 0.23% | ||
| 50 | Smithfield Trust Co | 90,788 | 7,756,000 | 0.23% |
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.
