| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 2,013,506 | 178,195,000 | 15.35% | ||
| 2 | WEALTHFRONT CORP | 1,410,015 | 124,786,000 | 10.75% | ||
| 3 | Beacon Capital Management, Inc. | 1,221,082 | 108,066,000 | 9.31% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 891,023 | 78,855,000 | 6.79% | ||
| 5 | UBS Group AG | 713,261 | 63,124,000 | 5.44% | ||
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 690,461 | 61,106,000 | 5.26% | ||
| 7 | VANGUARD GROUP INC | 593,778 | 52,549,000 | 4.53% | ||
| 8 | AMP Capital Investors Ltd | 516,100 | 45,525,000 | 3.92% | ||
| 9 | MORGAN STANLEY | 461,544 | 40,847,000 | 3.52% | ||
| 10 | Valmark Advisers, Inc. | 281,625 | 24,924,000 | 2.15% | ||
| 11 | D'Orazio & Associates, Inc. | 242,845 | 21,492,000 | 1.85% | ||
| 12 | M&T BANK CORP | 241,555 | 21,377,000 | 1.84% | ||
| 13 | WELLS FARGO & COMPANY/MN | 203,954 | 18,051,000 | 1.55% | ||
| 14 | LPL Financial LLC | 179,073 | 15,848,000 | 1.36% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 168,924 | 14,950,000 | 1.29% | ||
| 16 | Commonwealth Equity Services, Inc | 158,581 | 14,034,000 | 1.21% | ||
| 17 | Regis Management CO LLC | 149,407 | 13,223,000 | 1.14% | ||
| 18 | Summit Equities Inc | 140,100 | 12,399,000 | 1.07% | ||
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | 125,715 | 11,126,000 | 0.96% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 99,608 | 8,815,000 | 0.76% | ||
| 21 | AMERIPRISE FINANCIAL INC | 99,045 | 8,766,000 | 0.75% | ||
| 22 | Ledyard National Bank | 98,489 | 8,716,000 | 0.75% | ||
| 23 | ROYAL BANK OF CANADA | 96,114 | 8,506,000 | 0.73% | ||
| 24 | RAND WEALTH, LLC | 84,028 | 7,437,000 | 0.64% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 78,768 | 6,971,000 | 0.60% | ||
| 26 | Cambridge Investment Research Advisors, Inc. | 70,151 | 6,208,000 | 0.53% | ||
| 27 | Northside Capital Management, LLC | 68,011 | 6,019,000 | 0.52% | ||
| 28 | Ancora Advisors LLC | 62,330 | 5,517,000 | 0.48% | ||
| 29 | FIFTH THIRD BANCORP | 61,219 | 5,418,000 | 0.47% | ||
| 30 | CONNING INC. | 58,800 | 5,204,000 | 0.45% | ||
| 31 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 58,350 | 5,164,000 | 0.44% | ||
| 32 | Baker Ellis Asset Management LLC | 54,033 | 4,782,000 | 0.41% | ||
| 33 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 45,802 | 4,053,000 | 0.35% | ||
| 34 | Nan Shan Life Insurance Co., Ltd. | 45,000 | 3,983,000 | 0.34% | ||
| 35 | Bison Wealth, LLC | 44,198 | 3,912,000 | 0.34% | ||
| 36 | ADVISOR GROUP, INC. | 42,793 | 3,788,000 | 0.33% | ||
| 37 | GOLDMAN SACHS GROUP INC | 39,958 | 3,536,000 | 0.30% | ||
| 38 | ASSET DEDICATION, LLC | 36,984 | 3,273,000 | 0.28% | ||
| 39 | Private Advisor Group, LLC | 37,369 | 3,273,000 | 0.28% | ||
| 40 | WP ADVISORS, LLC | 36,242 | 3,207,000 | 0.28% | ||
| 41 | CREDIT SUISSE AG/ | 34,312 | 3,037,000 | 0.26% | ||
| 42 | STIFEL FINANCIAL CORP | 34,009 | 3,015,000 | 0.26% | ||
| 43 | RAYMOND JAMES & ASSOCIATES | 33,830 | 2,994,000 | 0.26% | ||
| 44 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 33,000 | 2,921,000 | 0.25% | ||
| 45 | Visionary Asset Management, Inc. | 30,073 | 2,661,000 | 0.23% | ||
| 46 | Tillar-Wenstrup Advisors, LLC | 28,583 | 2,530,000 | 0.22% | ||
| 47 | BAILARD, INC. | 27,725 | 2,454,000 | 0.21% | ||
| 48 | Personal Capital Advisors Corp | 25,469 | 2,254,000 | 0.19% | ||
| 49 | Whitnell & Co. | 24,510 | 2,169,000 | 0.19% | ||
| 50 | JANE STREET GROUP, LLC | 24,163 | 2,138,000 | 0.18% |
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.
