| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 9,464,832 | 795,897,000 | 19.09% | ||
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5,742,703 | 482,904,000 | 11.58% | ||
| 3 | WELLS FARGO & COMPANY/MN | 5,154,431 | 433,437,000 | 10.40% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 4,514,690 | 379,641,000 | 9.11% | ||
| 5 | Windhaven Investment Management, Inc. | 3,821,009 | 321,309,000 | 7.71% | ||
| 6 | LPL Financial LLC | 2,793,024 | 235,256,000 | 5.64% | ||
| 7 | MORGAN STANLEY | 1,199,206 | 100,841,000 | 2.42% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 912,200 | 76,707,000 | 1.84% | ||
| 9 | INR ADVISORY SERVICES LLC | 912,100 | 76,698,000 | 1.84% | ||
| 10 | AMERIPRISE FINANCIAL INC | 907,348 | 76,263,000 | 1.83% | ||
| 11 | STIFEL FINANCIAL CORP | 871,429 | 74,676,000 | 1.79% | ||
| 12 | UBS Group AG | 622,536 | 52,350,000 | 1.26% | ||
| 13 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 602,999 | 50,706,000 | 1.22% | ||
| 14 | BANK OF MONTREAL /CAN/ | 533,205 | 44,838,000 | 1.08% | ||
| 15 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 447,877 | 37,662,000 | 0.90% | ||
| 16 | Bernicke Wealth Management, Ltd. | 414,705 | 34,873,000 | 0.84% | ||
| 17 | State of Tennessee, Department of Treasury | 338,800 | 28,490,000 | 0.68% | ||
| 18 | ROYAL BANK OF CANADA | 307,485 | 25,857,000 | 0.62% | ||
| 19 | BISHOP & CO INVESTMENT MANAGEMENT, LLC | 298,036 | 25,062,000 | 0.60% | ||
| 20 | Fisher Asset Management, LLC | 297,286 | 24,999,000 | 0.60% | ||
| 21 | KEYBANK NATIONAL ASSOCIATION/OH | 289,009 | 24,303,000 | 0.58% | ||
| 22 | Allianz Asset Management GmbH | 274,980 | 23,124,000 | 0.55% | ||
| 23 | KAYS FINANCIAL ADVISORY CORP /ADV | 269,756 | 22,684,000 | 0.54% | ||
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | 261,657 | 22,003,000 | 0.53% | ||
| 25 | Bank of New York Mellon Corp | 260,032 | 21,866,000 | 0.52% | ||
| 26 | Blue Chip Partners, LLC | 221,600 | 18,634,000 | 0.45% | ||
| 27 | TWIN CAPITAL MANAGEMENT INC | 201,370 | 16,933,000 | 0.41% | ||
| 28 | WILSHIRE ASSOCIATES INC | 201,370 | 16,891,000 | 0.41% | ||
| 29 | STATE STREET CORP | 199,569 | 16,782,000 | 0.40% | ||
| 30 | Busey Bank | 190,980 | 16,060,000 | 0.39% | ||
| 31 | AllSquare Wealth Management LLC | 190,705 | 16,036,000 | 0.38% | ||
| 32 | SIGMA INVESTMENT COUNSELORS INC | 177,544 | 14,930,000 | 0.36% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 174,817 | 14,700,000 | 0.35% | ||
| 34 | Advisory Alpha, LLC | 170,042 | 14,296,000 | 0.34% | ||
| 35 | Coastline Trust Co | 155,933 | 13,113,000 | 0.31% | ||
| 36 | AFAM CAPITAL, INC. | 154,074 | 12,956,000 | 0.31% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 146,224 | 12,296,000 | 0.29% | ||
| 38 | Commonwealth Equity Services, Inc | 139,517 | 11,732,000 | 0.28% | ||
| 39 | ALLIANCEBERNSTEIN L.P. | 135,450 | 11,571,000 | 0.28% | ||
| 40 | GUGGENHEIM CAPITAL LLC | 133,263 | 11,206,000 | 0.27% | ||
| 41 | CURIAN CAPITAL LLC | 131,922 | 11,093,000 | 0.27% | ||
| 42 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 128,000 | 10,764,000 | 0.26% | ||
| 43 | MADISON INVESTMENT HOLDINGS INC | 124,854 | 10,499,000 | 0.25% | ||
| 44 | JOHNSON INVESTMENT COUNSEL INC | 124,774 | 10,492,000 | 0.25% | ||
| 45 | Lombard Odier Asset Management (Switzerland) SA | 121,548 | 10,268,000 | 0.25% | ||
| 46 | FINANCIAL ENHANCEMENT GROUP LLC | 121,505 | 10,217,000 | 0.25% | ||
| 47 | Autus Asset Management, LLC | 117,998 | 9,923,000 | 0.24% | ||
| 48 | HSBC HOLDINGS PLC | 116,570 | 9,802,000 | 0.24% | ||
| 49 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 115,589 | 9,720,000 | 0.23% | ||
| 50 | Steinberg Global Asset Management | 113,429 | 9,539,000 | 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.
