| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,231,351 | 101,771,000 | 15.84% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 739,769 | 61,142,000 | 9.52% | ||
| 3 | UBS Group AG | 692,669 | 57,249,000 | 8.91% | ||
| 4 | Linscomb Wealth, Inc. | 677,351 | 55,983,000 | 8.71% | ||
| 5 | WELLS FARGO & COMPANY/MN | 567,629 | 46,914,000 | 7.30% | ||
| 6 | Creative Planning | 308,584 | 25,504,000 | 3.97% | ||
| 7 | AMERIPRISE FINANCIAL INC | 271,774 | 22,442,000 | 3.49% | ||
| 8 | Parsec Financial Management, Inc. | 212,179 | 17,537,000 | 2.73% | ||
| 9 | LPL Financial LLC | 206,092 | 17,071,000 | 2.66% | ||
| 10 | New England Investment & Retirement Group, Inc. | 154,189 | 12,929,000 | 2.01% | ||
| 11 | Commonwealth Equity Services, Inc | 151,706 | 12,538,000 | 1.95% | ||
| 12 | Jacobus Wealth Management, Inc. | 116,709 | 9,646,000 | 1.50% | ||
| 13 | Cambridge Investment Research Advisors, Inc. | 114,175 | 9,437,000 | 1.47% | ||
| 14 | Live Your Vision, LLC | 104,228 | 8,662,000 | 1.35% | ||
| 15 | Clark Capital Management Group, Inc. | 99,657 | 8,237,000 | 1.28% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 96,693 | 7,992,000 | 1.24% | ||
| 17 | ProVise Management Group, LLC | 91,749 | 7,583,000 | 1.18% | ||
| 18 | Bank of New York Mellon Corp | 87,842 | 7,260,000 | 1.13% | ||
| 19 | JPMORGAN CHASE & CO | 85,532 | 7,069,000 | 1.10% | ||
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 81,955 | 6,771,000 | 1.05% | ||
| 21 | SVA Wealth Management, LLC | 79,441 | 6,566,000 | 1.02% | ||
| 22 | HUNTINGTON NATIONAL BANK | 75,796 | 6,264,000 | 0.97% | PRN | |
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 69,382 | 5,735,000 | 0.89% | ||
| 24 | STIFEL FINANCIAL CORP | 65,694 | 5,430,000 | 0.85% | ||
| 25 | CFO4Life, L.P. | 64,524 | 5,333,000 | 0.83% | ||
| 26 | D.A. DAVIDSON & CO. | 58,092 | 4,801,000 | 0.75% | ||
| 27 | INSPIRION WEALTH ADVISORS, LLC | 56,351 | 4,657,000 | 0.72% | ||
| 28 | BEACON FINANCIAL GROUP | 55,035 | 4,536,000 | 0.71% | ||
| 29 | Janney Montgomery Scott LLC | 53,844 | 4,450,207 | 0.69% | ||
| 30 | OLD NATIONAL BANCORP /IN/ | 51,519 | 4,258,000 | 0.66% | ||
| 31 | GOLDMAN SACHS GROUP INC | 51,045 | 4,219,000 | 0.66% | ||
| 32 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 49,253 | 4,071,000 | 0.63% | ||
| 33 | FINANCIAL COUNSELORS INC | 47,868 | 3,956,000 | 0.62% | ||
| 34 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 46,893 | 3,876,000 | 0.60% | ||
| 35 | Orion Porfolio Solutions, LLC | 46,228 | 3,821,000 | 0.59% | ||
| 36 | ROYAL BANK OF CANADA | 44,445 | 3,673,000 | 0.57% | ||
| 37 | SII INVESTMENTS INC/WI | 37,735 | 3,132,000 | 0.49% | ||
| 38 | AMERICAN INTERNATIONAL GROUP, INC. | 36,733 | 3,036,053 | 0.47% | ||
| 39 | EisnerAmper Wealth Management Corporate Benefits, LLC | 36,068 | 2,981,000 | 0.46% | ||
| 40 | MSI Financial Services Inc | 33,793 | 2,793,000 | 0.43% | ||
| 41 | JANE STREET GROUP, LLC | 28,453 | 2,352,000 | 0.37% | ||
| 42 | VSR Financial Services, Inc. | 26,737 | 2,210,000 | 0.34% | ||
| 43 | Koshinski Asset Management, Inc. | 24,914 | 2,059,000 | 0.32% | ||
| 44 | Raymond James Financial Services Advisors, Inc. | 22,609 | 1,869,000 | 0.29% | ||
| 45 | RAND WEALTH, LLC | 19,129 | 1,581,000 | 0.25% | ||
| 46 | BAIRD FINANCIAL GROUP, INC. | 19,130 | 1,581,000 | 0.25% | ||
| 47 | STARFIRE INVESTMENT ADVISERS, INC. | 18,725 | 1,547,621 | 0.24% | ||
| 48 | Invesco Ltd. | 18,155 | 1,501,000 | 0.23% | ||
| 49 | Concert Wealth Management Inc. | 17,823 | 1,472,000 | 0.23% | ||
| 50 | CULBERTSON A N & CO INC | 14,376 | 1,188,000 | 0.18% | SH |
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.
