| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 11,976,019 | 1,072,812,000 | 16.00% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 10,375,294 | 929,419,000 | 13.86% | ||
| 3 | WELLS FARGO & COMPANY/MN | 8,371,788 | 749,944,000 | 11.18% | ||
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6,429,129 | 575,921,000 | 8.59% | ||
| 5 | RiverFront Investment Group, LLC | 3,473,244 | 311,133,000 | 4.64% | ||
| 6 | Windhaven Investment Management, Inc. | 3,134,779 | 280,814,000 | 4.19% | ||
| 7 | MORGAN STANLEY | 2,576,374 | 230,790,000 | 3.44% | ||
| 8 | AMERIPRISE FINANCIAL INC | 1,624,438 | 145,505,000 | 2.17% | ||
| 9 | ETRADE Capital Management LLC | 1,413,895 | 126,657,000 | 1.89% | ||
| 10 | UBS Group AG | 1,315,187 | 117,814,000 | 1.76% | ||
| 11 | STIFEL FINANCIAL CORP | 1,202,731 | 107,744,000 | 1.61% | ||
| 12 | AOZORA BANK, LTD. | 1,137,000 | 101,852,000 | 1.52% | ||
| 13 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1,118,530 | 100,198,000 | 1.49% | ||
| 14 | BANK OF MONTREAL /CAN/ | 881,745 | 78,987,000 | 1.18% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 874,747 | 78,360,000 | 1.17% | ||
| 16 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 858,018 | 76,844,000 | 1.15% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 849,243 | 76,075,000 | 1.13% | ||
| 18 | IndexIQ Advisors LLC | 827,888 | 74,162,000 | 1.11% | ||
| 19 | ROYAL BANK OF CANADA | 607,422 | 54,411,000 | 0.81% | ||
| 20 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 588,875 | 52,751,000 | 0.79% | ||
| 21 | INR ADVISORY SERVICES LLC | 582,932 | 52,219,000 | 0.78% | ||
| 22 | Allianz Asset Management GmbH | 527,548 | 47,258,000 | 0.70% | ||
| 23 | PNC FINANCIAL SERVICES GROUP, INC. | 513,947 | 46,038,000 | 0.69% | ||
| 24 | KEYBANK NATIONAL ASSOCIATION/OH | 512,293 | 45,891,000 | 0.68% | ||
| 25 | State of Tennessee, Department of Treasury | 487,500 | 43,670,000 | 0.65% | ||
| 26 | Bernicke Wealth Management, Ltd. | 451,560 | 40,451,000 | 0.60% | ||
| 27 | Raymond James Financial Services Advisors, Inc. | 303,807 | 27,215,000 | 0.41% | ||
| 28 | BB&T SECURITIES, LLC | 301,989 | 27,052,000 | 0.40% | ||
| 29 | Fisher Asset Management, LLC | 294,143 | 26,349,000 | 0.39% | ||
| 30 | KAYS FINANCIAL ADVISORY CORP /ADV | 289,145 | 25,902,000 | 0.39% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 288,453 | 25,839,000 | 0.39% | ||
| 32 | BISHOP & CO INVESTMENT MANAGEMENT, LLC | 286,494 | 25,664,000 | 0.38% | ||
| 33 | Steinberg Global Asset Management | 279,346 | 25,024,000 | 0.37% | ||
| 34 | Blue Chip Partners, LLC | 264,998 | 23,739,000 | 0.35% | ||
| 35 | FIRST NATIONAL BANK NORTH DAKOTA | 252,565 | 22,625,000 | 0.34% | ||
| 36 | Jackson Wealth Management, LLC | 248,069 | 22,113,000 | 0.33% | ||
| 37 | SIGMA INVESTMENT COUNSELORS INC | 240,711 | 21,563,000 | 0.32% | ||
| 38 | Bank of New York Mellon Corp | 235,590 | 21,104,000 | 0.31% | ||
| 39 | Busey Bank | 217,665 | 19,499,000 | 0.29% | ||
| 40 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 212,549 | 19,040,000 | 0.28% | ||
| 41 | Commonwealth Equity Services, Inc | 212,544 | 19,040,000 | 0.28% | ||
| 42 | BERKELEY CAPITAL PARTNERS, LLC | 205,490 | 18,408,000 | 0.27% | ||
| 43 | AllSquare Wealth Management LLC | 184,802 | 16,555,000 | 0.25% | ||
| 44 | Coastline Trust Co | 175,018 | 15,678,000 | 0.23% | ||
| 45 | THOMASPARTNERS, INC. | 170,255 | 15,251,000 | 0.23% | ||
| 46 | JACOBSON & SCHMITT ADVISORS, LLC | 167,260 | 14,983,000 | 0.22% | ||
| 47 | Autus Asset Management, LLC | 160,800 | 14,404,000 | 0.21% | ||
| 48 | STATE STREET CORP | 159,463 | 14,285,000 | 0.21% | ||
| 49 | ST GERMAIN D J CO INC | 144,245 | 12,921,000 | 0.19% | ||
| 50 | FLOW TRADERS U.S. LLC | 141,142 | 12,644,000 | 0.19% |
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.
