| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 841,476 | 64,844,000 | 15.65% | ||
| 2 | Linscomb Wealth, Inc. | 685,545 | 52,828,000 | 12.75% | ||
| 3 | WELLS FARGO & COMPANY/MN | 453,759 | 34,966,000 | 8.44% | ||
| 4 | UBS AG | 446,109 | 34,377,000 | 8.29% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 420,362 | 32,392,000 | 7.82% | ||
| 6 | Jacobus Wealth Management, Inc. | 216,755 | 16,448,000 | 3.97% | ||
| 7 | Creative Planning | 205,896 | 15,866,000 | 3.83% | ||
| 8 | Clark Capital Management Group, Inc. | 193,997 | 14,949,000 | 3.61% | ||
| 9 | LPL Financial LLC | 157,474 | 12,135,000 | 2.93% | ||
| 10 | New England Investment & Retirement Group, Inc. | 146,418 | 11,283,000 | 2.72% | ||
| 11 | Live Your Vision, LLC | 113,473 | 8,744,000 | 2.11% | ||
| 12 | Bank of New York Mellon Corp | 108,254 | 8,342,000 | 2.01% | ||
| 13 | Cambridge Investment Research Advisors, Inc. | 84,767 | 6,532,000 | 1.58% | ||
| 14 | Commonwealth Equity Services, Inc | 81,412 | 6,274,000 | 1.51% | ||
| 15 | AMERIPRISE FINANCIAL INC | 72,037 | 5,562,000 | 1.34% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 68,819 | 5,303,000 | 1.28% | ||
| 17 | BB&T SECURITIES, LLC | 6,619 | 5,100,000 | 1.23% | ||
| 18 | TOWER TRUST Co | 64,940 | 5,004,000 | 1.21% | ||
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 54,879 | 4,229,000 | 1.02% | ||
| 20 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 54,628 | 4,210,000 | 1.02% | ||
| 21 | Parsec Financial Management, Inc. | 50,258 | 3,873,000 | 0.93% | ||
| 22 | JPMORGAN CHASE & CO | 47,050 | 3,626,000 | 0.87% | ||
| 23 | STIFEL FINANCIAL CORP | 45,072 | 3,473,000 | 0.84% | ||
| 24 | Orion Porfolio Solutions, LLC | 37,762 | 2,910,000 | 0.70% | ||
| 25 | ROYAL BANK OF CANADA | 37,101 | 2,859,000 | 0.69% | ||
| 26 | SVA Wealth Management, LLC | 35,182 | 2,711,000 | 0.65% | ||
| 27 | Janney Montgomery Scott LLC | 34,061 | 2,624,741 | 0.63% | ||
| 28 | BEACON FINANCIAL GROUP | 32,575 | 2,477,000 | 0.60% | ||
| 29 | FINANCIAL COUNSELORS INC | 28,108 | 2,166,000 | 0.52% | ||
| 30 | MSI Financial Services Inc | 25,702 | 1,981,000 | 0.48% | ||
| 31 | NEW ENGLAND SECURITIES CORP /MA/ | 24,680 | 1,902,000 | 0.46% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 24,166 | 1,862,000 | 0.45% | ||
| 33 | RELIANCE TRUST CO OF DELAWARE | 19,455 | 1,499,000 | 0.36% | ||
| 34 | AMERICAN INTERNATIONAL GROUP, INC. | 19,176 | 1,477,676 | 0.36% | ||
| 35 | VSR Financial Services, Inc. | 18,555 | 1,430,000 | 0.35% | ||
| 36 | Invesco Ltd. | 17,933 | 1,382,000 | 0.33% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 17,653 | 1,360,000 | 0.33% | ||
| 38 | FIRST NATIONAL BANK OF OMAHA | 15,615 | 1,203,000 | 0.29% | ||
| 39 | Cetera Advisor Networks LLC | 15,002 | 1,158,000 | 0.28% | ||
| 40 | WISCONSIN CAPITAL MANAGEMENT LLC | 14,350 | 1,106,000 | 0.27% | ||
| 41 | SUNTRUST BANKS INC | 14,137 | 1,088,000 | 0.26% | ||
| 42 | Concert Wealth Management Inc. | 11,900 | 907,000 | 0.22% | ||
| 43 | WADE G W & INC | 11,639 | 897,000 | 0.22% | ||
| 44 | Aspen Investment Management Inc | 10,440 | 805,000 | 0.19% | ||
| 45 | FDx Advisors, Inc. | 9,078 | 700,000 | 0.17% | ||
| 46 | Robert W. Baird & Co. Inc | 8,930 | 688,000 | 0.17% | ||
| 47 | CULBERTSON A N & CO INC | 8,855 | 682,000 | 0.16% | SH | |
| 48 | TRUSTMARK BANK TRUST DEPARTMENT | 8,790 | 677,000 | 0.16% | ||
| 49 | CADENCE BANK NA | 8,681 | 669,000 | 0.16% | ||
| 50 | Cetera Advisors LLC | 8,598 | 662,000 | 0.16% |
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.
