| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 916,325 | 74,827,000 | 15.31% | ||
| 2 | Linscomb Wealth, Inc. | 710,121 | 57,989,000 | 11.87% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 632,263 | 51,630,000 | 10.57% | ||
| 4 | WELLS FARGO & COMPANY/MN | 512,731 | 41,870,000 | 8.57% | ||
| 5 | UBS AG | 493,053 | 40,263,000 | 8.24% | ||
| 6 | Creative Planning | 252,179 | 20,593,000 | 4.21% | ||
| 7 | Clark Capital Management Group, Inc. | 199,873 | 16,322,000 | 3.34% | ||
| 8 | New England Investment & Retirement Group, Inc. | 177,856 | 14,057,000 | 2.88% | ||
| 9 | LPL Financial LLC | 170,681 | 13,938,000 | 2.85% | ||
| 10 | Jacobus Wealth Management, Inc. | 111,177 | 9,079,000 | 1.86% | ||
| 11 | Live Your Vision, LLC | 109,876 | 8,972,000 | 1.84% | ||
| 12 | Commonwealth Equity Services, Inc | 94,316 | 7,702,000 | 1.58% | ||
| 13 | Cambridge Investment Research Advisors, Inc. | 92,085 | 7,520,000 | 1.54% | ||
| 14 | AMERIPRISE FINANCIAL INC | 84,844 | 6,927,000 | 1.42% | ||
| 15 | Bank of New York Mellon Corp | 81,163 | 6,628,000 | 1.36% | ||
| 16 | OLD NATIONAL BANCORP /IN/ | 64,265 | 5,248,000 | 1.07% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 61,198 | 4,997,000 | 1.02% | ||
| 18 | BB&T SECURITIES, LLC | 6,079 | 4,964,000 | 1.02% | ||
| 19 | ProVise Management Group, LLC | 53,250 | 4,349,000 | 0.89% | ||
| 20 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 52,760 | 4,308,000 | 0.88% | ||
| 21 | JPMORGAN CHASE & CO | 52,715 | 4,304,000 | 0.88% | ||
| 22 | STIFEL FINANCIAL CORP | 50,685 | 4,139,000 | 0.85% | ||
| 23 | Parsec Financial Management, Inc. | 48,443 | 3,956,000 | 0.81% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 46,944 | 3,833,000 | 0.78% | ||
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,819 | 3,497,000 | 0.72% | ||
| 26 | SVA Wealth Management, LLC | 41,292 | 3,372,000 | 0.69% | ||
| 27 | ROYAL BANK OF CANADA | 39,000 | 3,184,000 | 0.65% | ||
| 28 | Orion Porfolio Solutions, LLC | 37,387 | 3,053,000 | 0.62% | ||
| 29 | Janney Montgomery Scott LLC | 36,735 | 2,999,780 | 0.61% | ||
| 30 | BEACON FINANCIAL GROUP | 33,677 | 2,740,000 | 0.56% | ||
| 31 | FINANCIAL COUNSELORS INC | 32,851 | 2,683,000 | 0.55% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,614 | 2,255,000 | 0.46% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 27,212 | 2,222,000 | 0.45% | ||
| 34 | MSI Financial Services Inc | 26,915 | 2,198,000 | 0.45% | ||
| 35 | AMERICAN INTERNATIONAL GROUP, INC. | 26,231 | 2,142,027 | 0.44% | ||
| 36 | SYNOVUS FINANCIAL CORP | 26,169 | 2,137,000 | 0.44% | ||
| 37 | NEW ENGLAND SECURITIES CORP /MA/ | 25,643 | 2,094,000 | 0.43% | ||
| 38 | VSR Financial Services, Inc. | 21,211 | 1,732,000 | 0.35% | ||
| 39 | SG Americas Securities, LLC | 20,944 | 1,710,000 | 0.35% | ||
| 40 | Invesco Ltd. | 19,549 | 1,596,000 | 0.33% | ||
| 41 | JANE STREET GROUP, LLC | 18,808 | 1,536,000 | 0.31% | ||
| 42 | RELIANCE TRUST CO OF DELAWARE | 18,203 | 1,486,000 | 0.30% | ||
| 43 | Cetera Advisor Networks LLC | 16,157 | 1,318,000 | 0.27% | ||
| 44 | RAND WEALTH, LLC | 14,422 | 1,178,000 | 0.24% | ||
| 45 | WISCONSIN CAPITAL MANAGEMENT LLC | 14,400 | 1,176,000 | 0.24% | ||
| 46 | Advisors Preferred, LLC | 13,003 | 1,061,824 | 0.22% | ||
| 47 | CAPE ANN SAVINGS BANK | 12,872 | 1,051,000 | 0.22% | ||
| 48 | WADE G W & INC | 12,119 | 990,000 | 0.20% | ||
| 49 | Concert Wealth Management Inc. | 11,694 | 923,000 | 0.19% | ||
| 50 | CADENCE BANK NA | 11,251 | 919,000 | 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.
