| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 1,230,891 | 32,175,000 | 8.72% | ||
| 2 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,144,913 | 29,928,000 | 8.12% | ||
| 3 | MORGAN STANLEY | 1,134,511 | 29,657,000 | 8.04% | ||
| 4 | BBVA USA Bancshares, Inc. | 929,567 | 24,299,000 | 6.59% | ||
| 5 | WELLS FARGO & COMPANY/MN | 910,646 | 23,804,000 | 6.45% | ||
| 6 | Bank of New York Mellon Corp | 833,013 | 21,775,000 | 5.90% | ||
| 7 | ROYAL BANK OF CANADA | 819,160 | 21,413,000 | 5.81% | ||
| 8 | New England Private Wealth Advisors LLC | 781,622 | 20,428,000 | 5.54% | ||
| 9 | LPL Financial LLC | 641,507 | 16,769,000 | 4.55% | ||
| 10 | DEUTSCHE BANK AG\ | 530,104 | 13,854,000 | 3.76% | ||
| 11 | UBS AG | 519,865 | 13,589,000 | 3.68% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 459,902 | 12,022,000 | 3.26% | ||
| 13 | Longer Investments Inc. | 444,180 | 11,611,000 | 3.15% | ||
| 14 | AVIANCE CAPITAL MANAGEMENT, LLC | 376,061 | 9,830,000 | 2.67% | ||
| 15 | Robert W. Baird & Co. Inc | 338,794 | 8,856,000 | 2.40% | ||
| 16 | Ancora Advisors LLC | 336,839 | 8,805,000 | 2.39% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 301,320 | 7,877,000 | 2.14% | ||
| 18 | Commonwealth Equity Services, Inc | 194,107 | 5,074,000 | 1.38% | ||
| 19 | CABOT WEALTH MANAGEMENT INC | 136,974 | 3,581,000 | 0.97% | ||
| 20 | ETRADE Capital Management LLC | 122,399 | 3,200,000 | 0.87% | ||
| 21 | JANE STREET GROUP, LLC | 116,692 | 3,050,000 | 0.83% | ||
| 22 | NATIONAL PLANNING CORP | 114,622 | 2,996,000 | 0.81% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 108,472 | 2,835,000 | 0.77% | ||
| 24 | Janney Montgomery Scott LLC | 102,075 | 2,668,231 | 0.72% | ||
| 25 | ParenteBeard Wealth Management, LLC | 95,565 | 2,498,000 | 0.68% | ||
| 26 | Capital Advisors, Ltd. LLC | 95,417 | 2,494,000 | 0.68% | ||
| 27 | Courage Miller Partners, LLC | 84,965 | 2,221,000 | 0.60% | ||
| 28 | AMERIPRISE FINANCIAL INC | 70,026 | 1,830,000 | 0.50% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 64,901 | 1,696,000 | 0.46% | ||
| 30 | CIBC WORLD MARKET INC. | 59,825 | 1,564,000 | 0.42% | ||
| 31 | INVESTMENT CENTERS OF AMERICA INC | 58,150 | 1,525,000 | 0.41% | ||
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,844 | 1,434,000 | 0.39% | ||
| 33 | Kovack Advisors, Inc. | 53,706 | 1,404,000 | 0.38% | ||
| 34 | STIFEL FINANCIAL CORP | 51,919 | 1,357,000 | 0.37% | ||
| 35 | Regal Investment Advisors LLC | 46,341 | 1,211,000 | 0.33% | ||
| 36 | TRUSTMARK BANK TRUST DEPARTMENT | 44,338 | 1,159,000 | 0.31% | ||
| 37 | TELEMUS CAPITAL, LLC | 37,943 | 992,000 | 0.27% | ||
| 38 | KMS FINANCIAL SERVICES, INC | 37,671 | 985,000 | 0.27% | ||
| 39 | SII INVESTMENTS INC/WI | 34,994 | 913,000 | 0.25% | ||
| 40 | VSR Financial Services, Inc. | 31,470 | 823,000 | 0.22% | ||
| 41 | NEXT Financial Group, Inc | 32,563 | 823,000 | 0.22% | ||
| 42 | CADENCE BANK NA | 30,331 | 793,000 | 0.22% | ||
| 43 | CITIGROUP INC | 28,810 | 753,000 | 0.20% | ||
| 44 | US BANCORP \DE\ | 26,700 | 698,000 | 0.19% | ||
| 45 | AMERICAN INTERNATIONAL GROUP, INC. | 26,418 | 690,556 | 0.19% | ||
| 46 | FAGAN ASSOCIATES, INC. | 24,530 | 641,000 | 0.17% | ||
| 47 | Gradient Investments LLC | 24,168 | 632,000 | 0.17% | ||
| 48 | MSI Financial Services Inc | 23,165 | 606,000 | 0.16% | ||
| 49 | First Allied Advisory Services, Inc. | 21,044 | 550,000 | 0.15% | ||
| 50 | Concert Wealth Management Inc. | 19,678 | 501,000 | 0.14% |
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.
