| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 1,781,635 | 186,501,000 | 13.72% | ||
| 2 | Beacon Capital Management, Inc. | 1,319,423 | 138,117,000 | 10.16% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,248,468 | 130,690,000 | 9.61% | ||
| 4 | MORGAN STANLEY | 697,358 | 73,000,000 | 5.37% | ||
| 5 | WEALTHFRONT CORP | 649,420 | 67,981,000 | 5.00% | ||
| 6 | UBS Group AG | 596,505 | 62,442,000 | 4.59% | ||
| 7 | VANGUARD GROUP INC | 586,862 | 61,433,000 | 4.52% | ||
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 496,914 | 52,017,000 | 3.83% | ||
| 9 | WELLS FARGO & COMPANY/MN | 299,130 | 31,312,000 | 2.30% | ||
| 10 | M&T BANK CORP | 277,826 | 29,083,000 | 2.14% | ||
| 11 | D'Orazio & Associates, Inc. | 272,092 | 28,483,000 | 2.09% | ||
| 12 | LPL Financial LLC | 243,753 | 25,816,000 | 1.90% | ||
| 13 | Valmark Advisers, Inc. | 230,666 | 24,146,000 | 1.78% | ||
| 14 | SCHRODER INVESTMENT MANAGEMENT GROUP | 223,586 | 23,405,000 | 1.72% | ||
| 15 | AMP Capital Investors Ltd | 180,700 | 18,951,000 | 1.39% | ||
| 16 | Commonwealth Equity Services, Inc | 164,849 | 17,256,000 | 1.27% | ||
| 17 | Regis Management CO LLC | 157,369 | 16,473,000 | 1.21% | ||
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 144,854 | 15,163,000 | 1.12% | ||
| 19 | Summit Equities Inc | 134,538 | 14,083,000 | 1.04% | ||
| 20 | Northside Capital Management, LLC | 128,034 | 13,403,000 | 0.99% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 125,298 | 13,117,000 | 0.96% | ||
| 22 | CREDIT SUISSE AG/ | 109,026 | 11,413,000 | 0.84% | ||
| 23 | ROYAL BANK OF CANADA | 108,272 | 11,334,000 | 0.83% | ||
| 24 | Ledyard National Bank | 100,337 | 10,503,000 | 0.77% | ||
| 25 | RAND WEALTH, LLC | 98,698 | 10,332,000 | 0.76% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 95,860 | 10,034,000 | 0.74% | ||
| 27 | AMERIPRISE FINANCIAL INC | 96,119 | 9,995,000 | 0.74% | ||
| 28 | FIFTH THIRD BANCORP | 75,747 | 7,929,000 | 0.58% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 72,689 | 7,609,000 | 0.56% | ||
| 30 | BERKELEY CAPITAL PARTNERS, LLC | 72,432 | 7,582,000 | 0.56% | ||
| 31 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 63,841 | 6,683,000 | 0.49% | ||
| 32 | Baker Ellis Asset Management LLC | 63,539 | 6,651,000 | 0.49% | ||
| 33 | Ancora Advisors LLC | 62,440 | 6,536,000 | 0.48% | ||
| 34 | HighTower Advisors, LLC | 62,092 | 6,503,000 | 0.48% | ||
| 35 | Signature Financial Management, Inc. | 60,197 | 6,301,000 | 0.46% | ||
| 36 | CONNING INC. | 58,800 | 6,155,000 | 0.45% | ||
| 37 | CABOT WEALTH MANAGEMENT INC | 47,733 | 4,997,000 | 0.37% | ||
| 38 | ADVISOR GROUP, INC. | 45,148 | 4,727,000 | 0.35% | ||
| 39 | Nan Shan Life Insurance Co., Ltd. | 45,000 | 4,710,000 | 0.35% | ||
| 40 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | 44,995 | 4,710,000 | 0.35% | ||
| 41 | ENVESTNET ASSET MANAGEMENT INC | 43,980 | 4,602,000 | 0.34% | ||
| 42 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 42,871 | 4,488,000 | 0.33% | ||
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,000 | 4,195,000 | 0.31% | Call | |
| 44 | Janney Montgomery Scott LLC | 35,926 | 3,761,000 | 0.28% | ||
| 45 | ASSET DEDICATION, LLC | 35,670 | 3,733,000 | 0.27% | ||
| 46 | STIFEL FINANCIAL CORP | 34,572 | 3,616,000 | 0.27% | ||
| 47 | Private Advisor Group, LLC | 33,615 | 3,502,000 | 0.26% | ||
| 48 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 33,000 | 3,454,000 | 0.25% | ||
| 49 | BAILARD, INC. | 32,705 | 3,424,000 | 0.25% | ||
| 50 | Visionary Asset Management, Inc. | 32,153 | 3,366,000 | 0.25% |
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.
