| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,037,536 | 89,342,000 | 12.34% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 727,102 | 62,610,000 | 8.65% | ||
| 3 | Linscomb Wealth, Inc. | 697,837 | 60,091,000 | 8.30% | ||
| 4 | UBS Group AG | 632,403 | 54,456,000 | 7.52% | ||
| 5 | WELLS FARGO & COMPANY/MN | 511,959 | 44,084,000 | 6.09% | ||
| 6 | Raymond James Financial Services Advisors, Inc. | 450,137 | 38,762,000 | 5.35% | ||
| 7 | LPL Financial LLC | 404,519 | 34,218,000 | 4.73% | ||
| 8 | AMERIPRISE FINANCIAL INC | 356,482 | 30,889,000 | 4.27% | ||
| 9 | Creative Planning | 293,526 | 25,276,000 | 3.49% | ||
| 10 | Parsec Financial Management, Inc. | 271,616 | 23,389,000 | 3.23% | ||
| 11 | SVA Wealth Management, LLC | 194,369 | 16,737,000 | 2.31% | ||
| 12 | Commonwealth Equity Services, Inc | 191,826 | 16,518,000 | 2.28% | ||
| 13 | Noven Financial Group, Inc. | 170,862 | 14,713,000 | 2.03% | ||
| 14 | Bank of New York Mellon Corp | 162,891 | 14,026,000 | 1.94% | ||
| 15 | CARDAN CAPITAL PARTNERS, LLC | 142,883 | 12,304,000 | 1.70% | ||
| 16 | Jacobus Wealth Management, Inc. | 120,469 | 10,374,000 | 1.43% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 103,860 | 8,943,000 | 1.24% | ||
| 18 | Live Your Vision, LLC | 98,910 | 8,517,000 | 1.18% | ||
| 19 | ProVise Management Group, LLC | 83,710 | 7,208,000 | 1.00% | ||
| 20 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 70,367 | 6,059,000 | 0.84% | ||
| 21 | New England Investment & Retirement Group, Inc. | 65,033 | 5,600,000 | 0.77% | ||
| 22 | HUNTINGTON NATIONAL BANK | 64,628 | 5,563,000 | 0.77% | PRN | |
| 23 | JPMORGAN CHASE & CO | 64,295 | 5,536,000 | 0.76% | ||
| 24 | BEACON FINANCIAL GROUP | 62,082 | 5,333,000 | 0.74% | ||
| 25 | INSPIRION WEALTH ADVISORS, LLC | 59,628 | 5,135,000 | 0.71% | ||
| 26 | MSI Financial Services Inc | 54,916 | 4,729,000 | 0.65% | ||
| 27 | Orion Porfolio Solutions, LLC | 53,176 | 4,579,000 | 0.63% | ||
| 28 | D.A. DAVIDSON & CO. | 50,555 | 4,353,000 | 0.60% | ||
| 29 | CITADEL ADVISORS LLC | 49,480 | 4,261,000 | 0.59% | ||
| 30 | WELL DONE, LLC | 45,025 | 3,877,000 | 0.54% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 44,789 | 3,857,000 | 0.53% | ||
| 32 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 43,170 | 3,717,000 | 0.51% | ||
| 33 | FINANCIAL COUNSELORS INC | 41,642 | 3,586,000 | 0.50% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 41,612 | 3,583,000 | 0.49% | ||
| 35 | EisnerAmper Wealth Management Corporate Benefits, LLC | 36,194 | 3,117,000 | 0.43% | ||
| 36 | GOLDMAN SACHS GROUP INC | 35,680 | 3,072,000 | 0.42% | ||
| 37 | ROYAL BANK OF CANADA | 33,585 | 2,892,000 | 0.40% | ||
| 38 | BAIRD FINANCIAL GROUP, INC. | 32,069 | 2,761,000 | 0.38% | ||
| 39 | SG Americas Securities, LLC | 31,152 | 2,682,000 | 0.37% | ||
| 40 | AMERICAN INTERNATIONAL GROUP, INC. | 29,784 | 2,565,000 | 0.35% | ||
| 41 | STIFEL FINANCIAL CORP | 28,987 | 2,496,000 | 0.34% | ||
| 42 | Koshinski Asset Management, Inc. | 28,453 | 2,450,000 | 0.34% | ||
| 43 | ENVESTNET ASSET MANAGEMENT INC | 27,242 | 2,346,000 | 0.32% | ||
| 44 | OLD NATIONAL BANCORP /IN/ | 24,957 | 2,149,000 | 0.30% | ||
| 45 | RAND WEALTH, LLC | 20,978 | 1,806,000 | 0.25% | ||
| 46 | COTTAGE STREET ADVISORS LLC | 20,550 | 1,770,000 | 0.24% | ||
| 47 | VSR Financial Services, Inc. | 20,540 | 1,769,000 | 0.24% | ||
| 48 | CULBERTSON A N & CO INC | 18,548 | 1,597,000 | 0.22% | ||
| 49 | VESTOR CAPITAL, LLC | 18,545 | 1,597,000 | 0.22% | ||
| 50 | Composition Wealth, LLC | 18,223 | 1,569,000 | 0.22% |
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.
