| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,189,133 | 99,578,000 | 17.25% | ||
| 2 | Linscomb Wealth, Inc. | 663,430 | 55,556,000 | 9.62% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 619,145 | 51,848,000 | 8.98% | ||
| 4 | UBS Group AG | 609,014 | 50,999,000 | 8.83% | ||
| 5 | WELLS FARGO & COMPANY/MN | 516,884 | 43,284,000 | 7.50% | ||
| 6 | Creative Planning | 289,452 | 24,239,000 | 4.20% | ||
| 7 | New England Investment & Retirement Group, Inc. | 192,158 | 16,091,000 | 2.79% | ||
| 8 | LPL Financial LLC | 174,962 | 14,651,000 | 2.54% | ||
| 9 | Bank of New York Mellon Corp | 144,894 | 12,134,000 | 2.10% | ||
| 10 | AMERIPRISE FINANCIAL INC | 136,113 | 11,375,000 | 1.97% | ||
| 11 | Clark Capital Management Group, Inc. | 131,097 | 10,978,000 | 1.90% | ||
| 12 | Jacobus Wealth Management, Inc. | 116,834 | 9,784,000 | 1.69% | ||
| 13 | BB&T SECURITIES, LLC | 11,674 | 9,775,000 | 1.69% | ||
| 14 | Cambridge Investment Research Advisors, Inc. | 110,988 | 9,294,000 | 1.61% | ||
| 15 | Commonwealth Equity Services, Inc | 108,504 | 9,086,000 | 1.57% | ||
| 16 | Live Your Vision, LLC | 105,221 | 8,712,000 | 1.51% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 93,010 | 7,789,000 | 1.35% | ||
| 18 | JANE STREET GROUP, LLC | 81,047 | 6,787,000 | 1.18% | ||
| 19 | ProVise Management Group, LLC | 73,975 | 6,194,000 | 1.07% | ||
| 20 | JPMORGAN CHASE & CO | 62,068 | 5,198,000 | 0.90% | ||
| 21 | OLD NATIONAL BANCORP /IN/ | 61,657 | 5,163,000 | 0.89% | ||
| 22 | INSPIRION WEALTH ADVISORS, LLC | 59,830 | 5,010,000 | 0.87% | ||
| 23 | STIFEL FINANCIAL CORP | 58,530 | 4,901,000 | 0.85% | ||
| 24 | SVA Wealth Management, LLC | 51,689 | 4,328,000 | 0.75% | ||
| 25 | Parsec Financial Management, Inc. | 49,491 | 4,144,000 | 0.72% | ||
| 26 | D.A. DAVIDSON & CO. | 46,188 | 3,867,000 | 0.67% | ||
| 27 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 45,506 | 3,811,000 | 0.66% | ||
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,645 | 3,737,000 | 0.65% | ||
| 29 | Orion Porfolio Solutions, LLC | 44,058 | 3,689,000 | 0.64% | ||
| 30 | ROYAL BANK OF CANADA | 37,615 | 3,149,000 | 0.55% | ||
| 31 | FINANCIAL COUNSELORS INC | 37,055 | 3,103,000 | 0.54% | ||
| 32 | BEACON FINANCIAL GROUP | 35,960 | 3,043,000 | 0.53% | ||
| 33 | EisnerAmper Wealth Management Corporate Benefits, LLC | 35,866 | 3,003,000 | 0.52% | ||
| 34 | SII INVESTMENTS INC/WI | 35,406 | 2,967,000 | 0.51% | ||
| 35 | CFO4Life, L.P. | 34,734 | 2,909,000 | 0.50% | ||
| 36 | AMERICAN INTERNATIONAL GROUP, INC. | 34,450 | 2,884,814 | 0.50% | ||
| 37 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 34,338 | 2,875,000 | 0.50% | ||
| 38 | Janney Montgomery Scott LLC | 30,027 | 2,514,461 | 0.44% | ||
| 39 | NEW ENGLAND SECURITIES CORP /MA/ | 29,392 | 2,461,000 | 0.43% | ||
| 40 | MSI Financial Services Inc | 27,135 | 2,272,000 | 0.39% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 25,080 | 2,100,000 | 0.36% | ||
| 42 | Koshinski Asset Management, Inc. | 22,997 | 1,926,000 | 0.33% | ||
| 43 | HUNTINGTON NATIONAL BANK | 21,350 | 1,788,000 | 0.31% | PRN | |
| 44 | Invesco Ltd. | 21,143 | 1,771,000 | 0.31% | ||
| 45 | VSR Financial Services, Inc. | 20,085 | 1,682,000 | 0.29% | ||
| 46 | RELIANCE TRUST CO OF DELAWARE | 18,823 | 1,576,000 | 0.27% | ||
| 47 | RAND WEALTH, LLC | 16,572 | 1,406,000 | 0.24% | ||
| 48 | WADE G W & INC | 16,065 | 1,345,000 | 0.23% | ||
| 49 | WISCONSIN CAPITAL MANAGEMENT LLC | 14,338 | 1,201,000 | 0.21% | ||
| 50 | Robert W. Baird & Co. Inc | 13,294 | 1,113,000 | 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.
