| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 12,894,011 | 1,105,016,000 | 16.94% | ||
| 2 | WELLS FARGO & COMPANY/MN | 8,346,096 | 715,261,000 | 10.97% | ||
| 3 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7,218,243 | 618,604,000 | 9.48% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 5,997,488 | 513,985,000 | 7.88% | ||
| 5 | MORGAN STANLEY | 2,520,468 | 216,004,000 | 3.31% | ||
| 6 | RiverFront Investment Group, LLC | 2,405,616 | 206,160,000 | 3.16% | ||
| 7 | LPL Financial LLC | 2,343,100 | 200,616,000 | 3.08% | ||
| 8 | Windhaven Investment Management, Inc. | 1,965,517 | 168,445,000 | 2.58% | ||
| 9 | AOZORA BANK, LTD. | 1,933,000 | 165,658,000 | 2.54% | ||
| 10 | AMERIPRISE FINANCIAL INC | 1,821,745 | 155,967,000 | 2.39% | ||
| 11 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,567,741 | 134,360,000 | 2.06% | ||
| 12 | ETRADE Capital Management LLC | 1,488,837 | 127,594,000 | 1.96% | ||
| 13 | STIFEL FINANCIAL CORP | 1,393,849 | 119,460,000 | 1.83% | ||
| 14 | UBS Group AG | 1,392,703 | 119,355,000 | 1.83% | ||
| 15 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1,140,750 | 97,762,000 | 1.50% | ||
| 16 | PacWest Financial Management Inc | 88,253 | 75,632,000 | 1.16% | ||
| 17 | ROYAL BANK OF CANADA | 775,468 | 66,458,000 | 1.02% | ||
| 18 | BANK OF MONTREAL /CAN/ | 739,967 | 63,407,000 | 0.97% | ||
| 19 | THOMASPARTNERS, INC. | 670,989 | 57,504,000 | 0.88% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 625,918 | 53,640,000 | 0.82% | ||
| 21 | INR ADVISORY SERVICES LLC | 622,098 | 53,314,000 | 0.82% | ||
| 22 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 602,013 | 51,592,000 | 0.79% | ||
| 23 | RAYMOND JAMES & ASSOCIATES | 590,407 | 50,598,000 | 0.78% | ||
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | 536,148 | 45,947,000 | 0.70% | ||
| 25 | State of Tennessee, Department of Treasury | 530,500 | 45,464,000 | 0.70% | ||
| 26 | KEYBANK NATIONAL ASSOCIATION/OH | 519,352 | 44,509,000 | 0.68% | ||
| 27 | IndexIQ Advisors LLC | 511,002 | 43,793,000 | 0.67% | ||
| 28 | Allianz Asset Management GmbH | 503,651 | 43,163,000 | 0.66% | ||
| 29 | Bernicke Wealth Management, Ltd. | 470,702 | 40,339,000 | 0.62% | ||
| 30 | Fisher Asset Management, LLC | 429,756 | 36,830,000 | 0.56% | ||
| 31 | Raymond James Financial Services Advisors, Inc. | 325,534 | 27,898,000 | 0.43% | ||
| 32 | BB&T SECURITIES, LLC | 301,989 | 27,052,000 | 0.41% | ||
| 33 | KAYS FINANCIAL ADVISORY CORP /ADV | 313,526 | 26,869,000 | 0.41% | ||
| 34 | Blue Chip Partners, LLC | 308,860 | 26,469,000 | 0.41% | ||
| 35 | BISHOP & CO INVESTMENT MANAGEMENT, LLC | 294,010 | 25,197,000 | 0.39% | ||
| 36 | CNO Financial Group, Inc. | 280,000 | 23,996,000 | 0.37% | ||
| 37 | SIGMA INVESTMENT COUNSELORS INC | 259,229 | 22,216,000 | 0.34% | ||
| 38 | Busey Bank | 237,835 | 20,382,000 | 0.31% | ||
| 39 | Commonwealth Equity Services, Inc | 231,580 | 19,846,000 | 0.30% | ||
| 40 | Bank of New York Mellon Corp | 229,873 | 19,699,000 | 0.30% | ||
| 41 | Jackson Wealth Management, LLC | 222,613 | 19,214,000 | 0.29% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 208,730 | 17,891,000 | 0.27% | ||
| 43 | Janney Montgomery Scott LLC | 203,137 | 17,409,000 | 0.27% | ||
| 44 | AllSquare Wealth Management LLC | 192,498 | 16,497,000 | 0.25% | ||
| 45 | ALLIANCEBERNSTEIN L.P. | 184,087 | 15,776,000 | 0.24% | ||
| 46 | Autus Asset Management, LLC | 178,310 | 15,281,000 | 0.23% | ||
| 47 | Coastline Trust Co | 176,723 | 15,145,000 | 0.23% | ||
| 48 | Private Advisor Group, LLC | 174,262 | 15,011,000 | 0.23% | ||
| 49 | JACOBSON & SCHMITT ADVISORS, LLC | 168,788 | 14,465,000 | 0.22% | ||
| 50 | ST GERMAIN D J CO INC | 168,711 | 14,459,000 | 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.
