| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 1,520,930 | 38,221,000 | 11.33% | ||
| 2 | MORGAN STANLEY | 1,088,730 | 27,359,000 | 8.11% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,026,425 | 25,793,000 | 7.65% | ||
| 4 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 934,981 | 23,496,000 | 6.97% | ||
| 5 | BBVA USA Bancshares, Inc. | 892,733 | 22,434,000 | 6.65% | ||
| 6 | Bank of New York Mellon Corp | 853,098 | 21,438,000 | 6.36% | ||
| 7 | ROYAL BANK OF CANADA | 794,594 | 19,969,000 | 5.92% | ||
| 8 | New England Private Wealth Advisors LLC | 771,260 | 19,389,000 | 5.75% | ||
| 9 | LPL Financial LLC | 608,231 | 15,285,000 | 4.53% | ||
| 10 | UBS AG | 505,936 | 12,714,000 | 3.77% | ||
| 11 | Longer Investments Inc. | 497,925 | 12,513,000 | 3.71% | ||
| 12 | DEUTSCHE BANK AG\ | 492,999 | 12,386,000 | 3.67% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 454,101 | 11,411,000 | 3.38% | ||
| 14 | Ancora Advisors LLC | 341,299 | 8,577,000 | 2.54% | ||
| 15 | Robert W. Baird & Co. Inc | 335,793 | 8,439,000 | 2.50% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 292,917 | 7,361,000 | 2.18% | ||
| 17 | Commonwealth Equity Services, Inc | 175,375 | 4,407,000 | 1.31% | ||
| 18 | CABOT WEALTH MANAGEMENT INC | 141,008 | 3,544,000 | 1.05% | ||
| 19 | KMS FINANCIAL SERVICES, INC | 108,553 | 2,728,000 | 0.81% | ||
| 20 | Cambridge Investment Research Advisors, Inc. | 100,995 | 2,538,000 | 0.75% | ||
| 21 | ParenteBeard Wealth Management, LLC | 98,329 | 2,471,017 | 0.73% | ||
| 22 | Capital Advisors, Ltd. LLC | 95,944 | 2,411,000 | 0.71% | ||
| 23 | NATIONAL PLANNING CORP | 82,081 | 2,081,000 | 0.62% | ||
| 24 | Courage Miller Partners, LLC | 80,449 | 2,022,000 | 0.60% | ||
| 25 | Janney Montgomery Scott LLC | 78,137 | 1,963,594 | 0.58% | ||
| 26 | AMERIPRISE FINANCIAL INC | 67,642 | 1,675,000 | 0.50% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 62,367 | 1,567,000 | 0.46% | ||
| 28 | CIBC WORLD MARKET INC. | 61,503 | 1,546,000 | 0.46% | ||
| 29 | STIFEL FINANCIAL CORP | 57,296 | 1,440,000 | 0.43% | ||
| 30 | CITIGROUP INC | 51,138 | 1,285,000 | 0.38% | ||
| 31 | Regal Investment Advisors LLC | 46,274 | 1,163,000 | 0.34% | ||
| 32 | INVESTMENT CENTERS OF AMERICA INC | 48,544 | 1,150,000 | 0.34% | ||
| 33 | TELEMUS CAPITAL, LLC | 37,588 | 945,000 | 0.28% | ||
| 34 | Kovack Advisors, Inc. | 36,658 | 889,000 | 0.26% | ||
| 35 | CADENCE BANK NA | 31,461 | 790,000 | 0.23% | ||
| 36 | VSR Financial Services, Inc. | 29,778 | 748,000 | 0.22% | ||
| 37 | Gradient Investments LLC | 27,090 | 681,000 | 0.20% | ||
| 38 | TRUSTMARK BANK TRUST DEPARTMENT | 25,910 | 651,000 | 0.19% | ||
| 39 | SII INVESTMENTS INC/WI | 26,315 | 637,000 | 0.19% | ||
| 40 | MSI Financial Services Inc | 24,744 | 622,000 | 0.18% | ||
| 41 | US BANCORP \DE\ | 24,700 | 621,000 | 0.18% | ||
| 42 | FAGAN ASSOCIATES, INC. | 24,420 | 614,000 | 0.18% | ||
| 43 | First Allied Advisory Services, Inc. | 22,206 | 559,000 | 0.17% | ||
| 44 | Concert Wealth Management Inc. | 19,973 | 490,000 | 0.15% | ||
| 45 | AMERICAN INTERNATIONAL GROUP, INC. | 19,240 | 483,495 | 0.14% | ||
| 46 | BOYS ARNOLD & CO INC | 18,150 | 456,000 | 0.14% | ||
| 47 | ETRADE Capital Management LLC | 18,084 | 454,000 | 0.13% | ||
| 48 | RELIANCE TRUST CO OF DELAWARE | 17,264 | 434,000 | 0.13% | ||
| 49 | Advisors Preferred, LLC | 16,671 | 418,942 | 0.12% | ||
| 50 | Cetera Advisor Networks LLC | 16,535 | 417,000 | 0.12% |
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.
