| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,168,987 | 94,115,000 | 13.76% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 771,365 | 62,103,000 | 9.08% | ||
| 3 | UBS Group AG | 738,600 | 59,465,000 | 8.69% | ||
| 4 | Linscomb Wealth, Inc. | 690,517 | 55,594,000 | 8.13% | ||
| 5 | WELLS FARGO & COMPANY/MN | 526,878 | 42,419,000 | 6.20% | ||
| 6 | LPL Financial LLC | 421,039 | 33,763,000 | 4.94% | ||
| 7 | AMERIPRISE FINANCIAL INC | 375,453 | 30,258,000 | 4.42% | ||
| 8 | Creative Planning | 309,152 | 24,889,000 | 3.64% | ||
| 9 | Parsec Financial Management, Inc. | 254,479 | 20,488,000 | 3.00% | ||
| 10 | Bank of New York Mellon Corp | 193,180 | 15,552,000 | 2.27% | ||
| 11 | Commonwealth Equity Services, Inc | 163,514 | 13,165,000 | 1.92% | ||
| 12 | SVA Wealth Management, LLC | 158,579 | 12,767,000 | 1.87% | ||
| 13 | New England Investment & Retirement Group, Inc. | 146,082 | 11,761,000 | 1.72% | ||
| 14 | Jacobus Wealth Management, Inc. | 119,794 | 9,645,000 | 1.41% | ||
| 15 | Clark Capital Management Group, Inc. | 108,415 | 8,729,000 | 1.28% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 102,921 | 8,286,000 | 1.21% | ||
| 17 | Live Your Vision, LLC | 100,606 | 8,100,000 | 1.18% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 97,315 | 7,835,000 | 1.15% | ||
| 19 | CARDAN CAPITAL PARTNERS, LLC | 92,046 | 7,411,000 | 1.08% | ||
| 20 | ProVise Management Group, LLC | 85,382 | 6,874,000 | 1.01% | ||
| 21 | HUNTINGTON NATIONAL BANK | 78,781 | 6,343,000 | 0.93% | PRN | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 76,001 | 6,119,000 | 0.89% | ||
| 23 | STIFEL FINANCIAL CORP | 71,326 | 5,801,000 | 0.85% | ||
| 24 | EisnerAmper Wealth Management Corporate Benefits, LLC | 71,648 | 5,768,000 | 0.84% | ||
| 25 | JPMORGAN CHASE & CO | 70,797 | 5,700,000 | 0.83% | ||
| 26 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 62,689 | 5,047,000 | 0.74% | ||
| 27 | Janney Montgomery Scott LLC | 62,620 | 5,042,000 | 0.74% | ||
| 28 | BEACON FINANCIAL GROUP | 62,230 | 5,040,000 | 0.74% | ||
| 29 | INSPIRION WEALTH ADVISORS, LLC | 57,681 | 4,644,000 | 0.68% | ||
| 30 | D.A. DAVIDSON & CO. | 50,818 | 4,091,000 | 0.60% | ||
| 31 | Orion Porfolio Solutions, LLC | 50,311 | 4,051,000 | 0.59% | ||
| 32 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 48,661 | 3,918,000 | 0.57% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 46,997 | 3,784,000 | 0.55% | ||
| 34 | MSI Financial Services Inc | 46,961 | 3,781,000 | 0.55% | ||
| 35 | WELL DONE, LLC | 45,981 | 3,702,000 | 0.54% | ||
| 36 | AMERICAN INTERNATIONAL GROUP, INC. | 45,437 | 3,658,000 | 0.53% | ||
| 37 | FINANCIAL COUNSELORS INC | 42,833 | 3,448,000 | 0.50% | ||
| 38 | ROYAL BANK OF CANADA | 42,778 | 3,444,000 | 0.50% | ||
| 39 | Cambridge Investment Research Advisors, Inc. | 39,897 | 3,212,000 | 0.47% | ||
| 40 | GOLDMAN SACHS GROUP INC | 36,101 | 2,906,000 | 0.42% | ||
| 41 | CITADEL ADVISORS LLC | 31,520 | 2,538,000 | 0.37% | ||
| 42 | CFO4Life, L.P. | 30,769 | 2,477,000 | 0.36% | ||
| 43 | OLD NATIONAL BANCORP /IN/ | 30,409 | 2,448,000 | 0.36% | ||
| 44 | Koshinski Asset Management, Inc. | 27,859 | 2,243,000 | 0.33% | ||
| 45 | BAIRD FINANCIAL GROUP, INC. | 25,254 | 2,033,000 | 0.30% | ||
| 46 | Composition Wealth, LLC | 25,115 | 2,022,000 | 0.30% | ||
| 47 | ENVESTNET ASSET MANAGEMENT INC | 23,346 | 1,880,000 | 0.27% | ||
| 48 | JANE STREET GROUP, LLC | 23,062 | 1,857,000 | 0.27% | ||
| 49 | VSR Financial Services, Inc. | 21,843 | 1,759,000 | 0.26% | ||
| 50 | COTTAGE STREET ADVISORS LLC | 20,250 | 1,678,000 | 0.25% |
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.
