| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,205,350 | 94,349,000 | 19.33% | ||
| 2 | Linscomb Wealth, Inc. | 673,180 | 52,693,000 | 10.80% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 608,228 | 47,609,000 | 9.76% | ||
| 4 | WELLS FARGO & COMPANY/MN | 548,275 | 42,916,000 | 8.79% | ||
| 5 | UBS AG | 499,616 | 39,107,000 | 8.01% | ||
| 6 | Creative Planning | 257,482 | 20,154,000 | 4.13% | ||
| 7 | New England Investment & Retirement Group, Inc. | 184,487 | 14,441,000 | 2.96% | ||
| 8 | LPL Financial LLC | 180,414 | 13,966,000 | 2.86% | ||
| 9 | Clark Capital Management Group, Inc. | 130,751 | 10,235,000 | 2.10% | ||
| 10 | Jacobus Wealth Management, Inc. | 111,700 | 8,743,000 | 1.79% | ||
| 11 | Cambridge Investment Research Advisors, Inc. | 103,476 | 8,100,000 | 1.66% | ||
| 12 | Commonwealth Equity Services, Inc | 103,464 | 8,099,000 | 1.66% | ||
| 13 | Live Your Vision, LLC | 104,783 | 8,043,000 | 1.65% | ||
| 14 | AMERIPRISE FINANCIAL INC | 97,054 | 7,636,000 | 1.56% | ||
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 76,782 | 6,010,000 | 1.23% | ||
| 16 | BB&T SECURITIES, LLC | 7,253 | 5,677,000 | 1.16% | ||
| 17 | ProVise Management Group, LLC | 64,056 | 5,014,000 | 1.03% | ||
| 18 | OLD NATIONAL BANCORP /IN/ | 63,162 | 4,944,000 | 1.01% | ||
| 19 | JPMORGAN CHASE & CO | 58,842 | 4,606,000 | 0.94% | ||
| 20 | STIFEL FINANCIAL CORP | 54,700 | 4,282,000 | 0.88% | ||
| 21 | Bank of New York Mellon Corp | 53,023 | 4,151,000 | 0.85% | ||
| 22 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 51,679 | 4,045,000 | 0.83% | ||
| 23 | Parsec Financial Management, Inc. | 47,823 | 3,743,000 | 0.77% | ||
| 24 | SG Americas Securities, LLC | 44,228 | 3,462,000 | 0.71% | ||
| 25 | Orion Porfolio Solutions, LLC | 42,973 | 3,364,000 | 0.69% | ||
| 26 | SVA Wealth Management, LLC | 42,944 | 3,361,000 | 0.69% | ||
| 27 | ROYAL BANK OF CANADA | 37,748 | 2,955,000 | 0.61% | ||
| 28 | JANE STREET GROUP, LLC | 36,016 | 2,819,000 | 0.58% | ||
| 29 | BEACON FINANCIAL GROUP | 35,178 | 2,767,000 | 0.57% | ||
| 30 | FINANCIAL COUNSELORS INC | 35,284 | 2,762,000 | 0.57% | ||
| 31 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 31,299 | 2,450,000 | 0.50% | ||
| 32 | AMERICAN INTERNATIONAL GROUP, INC. | 31,275 | 2,448,003 | 0.50% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 29,763 | 2,331,000 | 0.48% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 28,919 | 2,264,000 | 0.46% | ||
| 35 | NEW ENGLAND SECURITIES CORP /MA/ | 28,051 | 2,196,000 | 0.45% | ||
| 36 | Janney Montgomery Scott LLC | 27,781 | 2,174,558 | 0.45% | ||
| 37 | MSI Financial Services Inc | 27,230 | 2,131,000 | 0.44% | ||
| 38 | VSR Financial Services, Inc. | 21,945 | 1,718,000 | 0.35% | ||
| 39 | Invesco Ltd. | 21,830 | 1,709,000 | 0.35% | ||
| 40 | RELIANCE TRUST CO OF DELAWARE | 18,613 | 1,457,000 | 0.30% | ||
| 41 | WADE G W & INC | 16,326 | 1,278,000 | 0.26% | ||
| 42 | RAND WEALTH, LLC | 14,793 | 1,158,000 | 0.24% | ||
| 43 | WISCONSIN CAPITAL MANAGEMENT LLC | 14,263 | 1,116,000 | 0.23% | ||
| 44 | ENVESTNET ASSET MANAGEMENT INC | 14,006 | 1,096,000 | 0.22% | ||
| 45 | CAPE ANN SAVINGS BANK | 13,295 | 1,041,000 | 0.21% | ||
| 46 | Concert Wealth Management Inc. | 12,546 | 985,000 | 0.20% | ||
| 47 | Aspen Investment Management Inc | 12,050 | 943,000 | 0.19% | ||
| 48 | Robert W. Baird & Co. Inc | 11,460 | 897,000 | 0.18% | SH | |
| 49 | Cetera Advisor Networks LLC | 11,295 | 881,000 | 0.18% | ||
| 50 | CADENCE BANK NA | 11,169 | 875,000 | 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.
