| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 388,781 | 18,576,000 | 28.12% | ||
| 2 | Veritable, L.P. | 266,161 | 12,717,000 | 19.25% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 232,531 | 11,110,000 | 16.82% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 157,775 | 7,538,000 | 11.41% | ||
| 5 | Cranberry Lake Advisors LLC | 63,250 | 3,022,000 | 4.58% | ||
| 6 | 1834 INVESTMENT ADVISORS CO | 61,895 | 2,957,000 | 4.48% | ||
| 7 | CONDOR CAPITAL MANAGEMENT | 49,715 | 2,375,000 | 3.60% | ||
| 8 | Camelot Portfolios, LLC | 46,873 | 2,240,000 | 3.39% | ||
| 9 | D L CARLSON INVESTMENT GROUP INC | 27,865 | 1,331,000 | 2.02% | ||
| 10 | J.P. Morgan Private Wealth Advisors LLC | 24,337 | 1,163,000 | 1.76% | ||
| 11 | SYNOVUS FINANCIAL CORP | 15,081 | 721,000 | 1.09% | ||
| 12 | American National Registered Investment Advisor, Inc. | 14,750 | 705,000 | 1.07% | ||
| 13 | Oxbow Advisors, LLC | 9,911 | 474,000 | 0.72% | ||
| 14 | OARSMAN CAPITAL, INC. | 8,993 | 430,000 | 0.65% | ||
| 15 | ROTHSCHILD INVESTMENT LLC /IL | 7,591 | 363,000 | 0.55% | ||
| 16 | HOLLENCREST CAPITAL MANAGEMENT | 6,757 | 322,000 | 0.49% | ||
| 17 | CapWealth Advisors, LLC | 200 | 10,000 | 0.02% |
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.
