| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 9,490,042 | 824,969,000 | 15.53% | ||
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5,981,010 | 518,075,000 | 9.75% | ||
| 3 | WELLS FARGO & COMPANY/MN | 5,743,812 | 499,310,000 | 9.40% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 4,994,081 | 434,137,000 | 8.17% | ||
| 5 | RiverFront Investment Group, LLC | 4,015,525 | 349,069,000 | 6.57% | ||
| 6 | Windhaven Investment Management, Inc. | 3,522,628 | 306,222,000 | 5.76% | ||
| 7 | LPL Financial LLC | 2,997,563 | 260,938,000 | 4.91% | ||
| 8 | MORGAN STANLEY | 1,791,895 | 155,769,000 | 2.93% | ||
| 9 | ETRADE Capital Management LLC | 1,310,458 | 113,918,000 | 2.14% | ||
| 10 | AMERIPRISE FINANCIAL INC | 1,262,487 | 112,033,000 | 2.11% | ||
| 11 | STIFEL FINANCIAL CORP | 958,585 | 83,330,000 | 1.57% | ||
| 12 | UBS Group AG | 951,220 | 82,690,000 | 1.56% | ||
| 13 | BANK OF MONTREAL /CAN/ | 910,345 | 79,137,000 | 1.49% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 905,233 | 78,692,000 | 1.48% | ||
| 15 | INR ADVISORY SERVICES LLC | 875,673 | 76,122,000 | 1.43% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 865,025 | 75,197,000 | 1.42% | ||
| 17 | ROYAL BANK OF CANADA | 740,770 | 64,396,000 | 1.21% | ||
| 18 | JANE STREET GROUP, LLC | 632,903 | 55,018,000 | 1.04% | ||
| 19 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 594,160 | 51,650,000 | 0.97% | ||
| 20 | Bernicke Wealth Management, Ltd. | 428,852 | 37,280,000 | 0.70% | ||
| 21 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 427,797 | 37,158,000 | 0.70% | ||
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 395,796 | 34,408,000 | 0.65% | ||
| 23 | KEYBANK NATIONAL ASSOCIATION/OH | 376,731 | 32,749,000 | 0.62% | ||
| 24 | State of Tennessee, Department of Treasury | 357,100 | 31,043,000 | 0.58% | ||
| 25 | Allianz Asset Management GmbH | 347,041 | 30,169,000 | 0.57% | ||
| 26 | SG Americas Securities, LLC | 339,069 | 29,475,000 | 0.55% | ||
| 27 | BB&T SECURITIES, LLC | 330,714 | 28,748,000 | 0.54% | ||
| 28 | BISHOP & CO INVESTMENT MANAGEMENT, LLC | 295,135 | 25,656,000 | 0.48% | ||
| 29 | Fisher Asset Management, LLC | 290,171 | 25,378,000 | 0.48% | ||
| 30 | Bank of New York Mellon Corp | 275,122 | 23,916,000 | 0.45% | ||
| 31 | KAYS FINANCIAL ADVISORY CORP /ADV | 271,139 | 23,570,000 | 0.44% | ||
| 32 | STATE STREET CORP | 260,616 | 22,656,000 | 0.43% | ||
| 33 | Steinberg Global Asset Management | 256,406 | 22,289,000 | 0.42% | ||
| 34 | GOLDMAN SACHS GROUP INC | 245,043 | 21,302,000 | 0.40% | ||
| 35 | Blue Chip Partners, LLC | 235,448 | 20,467,000 | 0.39% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 217,356 | 18,895,000 | 0.36% | ||
| 37 | SIGMA INVESTMENT COUNSELORS INC | 205,438 | 17,859,000 | 0.34% | ||
| 38 | Busey Bank | 198,622 | 17,266,000 | 0.32% | ||
| 39 | TWIN CAPITAL MANAGEMENT INC | 194,940 | 16,946,000 | 0.32% | ||
| 40 | WILSHIRE ASSOCIATES INC | 194,940 | 16,946,000 | 0.32% | ||
| 41 | AllSquare Wealth Management LLC | 188,497 | 16,386,000 | 0.31% | ||
| 42 | BERKELEY CAPITAL PARTNERS, LLC | 181,549 | 15,782,000 | 0.30% | ||
| 43 | Commonwealth Equity Services, Inc | 177,646 | 15,443,000 | 0.29% | ||
| 44 | Raymond James Financial Services Advisors, Inc. | 164,181 | 14,272,000 | 0.27% | ||
| 45 | Coastline Trust Co | 159,878 | 13,899,000 | 0.26% | ||
| 46 | MADISON INVESTMENT HOLDINGS INC | 146,664 | 12,750,000 | 0.24% | ||
| 47 | ALLIANCEBERNSTEIN L.P. | 134,842 | 11,722,000 | 0.22% | ||
| 48 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 129,400 | 11,249,000 | 0.21% | ||
| 49 | Autus Asset Management, LLC | 126,136 | 10,964,000 | 0.21% | ||
| 50 | JOHNSON INVESTMENT COUNSEL INC | 125,300 | 10,892,000 | 0.21% |
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.
