| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 914,616 | 51,740,000 | 20.58% | ||
| 2 | MORGAN STANLEY | 540,638 | 30,584,000 | 12.16% | ||
| 3 | WELLS FARGO & COMPANY/MN | 354,751 | 20,068,000 | 7.98% | ||
| 4 | ASSETMARK, INC | 246,868 | 13,965,000 | 5.55% | ||
| 5 | HARVEST CAPITAL MANAGEMENT INC | 227,550 | 12,873,000 | 5.12% | ||
| 6 | UBS AG | 195,573 | 11,064,000 | 4.40% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 184,002 | 10,409,000 | 4.14% | ||
| 8 | Commonwealth Equity Services, Inc | 155,186 | 8,779,000 | 3.49% | ||
| 9 | Cetera Advisor Networks LLC | 152,622 | 8,629,000 | 3.43% | ||
| 10 | COBIZ WEALTH, LLC | 150,249 | 8,500,000 | 3.38% | ||
| 11 | Evanson Asset Management, LLC | 147,984 | 8,372,000 | 3.33% | ||
| 12 | LPL Financial LLC | 127,954 | 7,238,000 | 2.88% | ||
| 13 | BB&T SECURITIES, LLC | 11,113 | 6,286,000 | 2.50% | ||
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 92,975 | 5,260,000 | 2.09% | ||
| 15 | ROYAL BANK OF CANADA | 75,309 | 4,260,000 | 1.69% | ||
| 16 | Keystone Financial Planning, Inc. | 71,480 | 4,044,000 | 1.61% | ||
| 17 | LVM CAPITAL MANAGEMENT LTD/MI | 53,030 | 3,000,000 | 1.19% | ||
| 18 | Trutina Financial LLC | 52,481 | 2,969,000 | 1.18% | ||
| 19 | Camarda Financial Advisors, LLC | 48,749 | 2,758,000 | 1.10% | ||
| 20 | Janney Montgomery Scott LLC | 36,341 | 2,055,815 | 0.82% | ||
| 21 | CIBC WORLD MARKET INC. | 32,199 | 1,821,000 | 0.72% | ||
| 22 | TOWER TRUST Co | 29,447 | 1,666,000 | 0.66% | ||
| 23 | COMMERCE BANK | 26,830 | 1,517,000 | 0.60% | ||
| 24 | EXENCIAL WEALTH ADVISORS, LLC | 25,618 | 1,463,000 | 0.58% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 25,263 | 1,429,000 | 0.57% | ||
| 26 | KMS FINANCIAL SERVICES, INC | 25,020 | 1,415,000 | 0.56% | ||
| 27 | Advisors Preferred, LLC | 22,228 | 1,257,437 | 0.50% | ||
| 28 | BLAIR WILLIAM & CO/IL | 21,260 | 1,202,000 | 0.48% | ||
| 29 | JPMORGAN CHASE & CO | 21,150 | 1,196,000 | 0.48% | ||
| 30 | SII INVESTMENTS INC/WI | 21,382 | 1,140,000 | 0.45% | ||
| 31 | Raymond James Financial Services Advisors, Inc. | 16,594 | 939,000 | 0.37% | ||
| 32 | STIFEL FINANCIAL CORP | 15,086 | 853,000 | 0.34% | ||
| 33 | Capital Analysts, LLC | 14,776 | 835,909 | 0.33% | ||
| 34 | Private Advisor Group, LLC | 14,677 | 830,000 | 0.33% | ||
| 35 | Concert Wealth Management Inc. | 14,305 | 805,000 | 0.32% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 14,156 | 800,000 | 0.32% | ||
| 37 | B. Riley Wealth Advisors, Inc. | 13,965 | 790,000 | 0.31% | ||
| 38 | COMMUNITY FINANCIAL SYSTEM, INC. | 13,425 | 759,000 | 0.30% | ||
| 39 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,463 | 648,000 | 0.26% | ||
| 40 | BOKF, NA | 10,674 | 603,000 | 0.24% | ||
| 41 | FIDUCIARY TRUST CO | 9,943 | 563,000 | 0.22% | ||
| 42 | DEUTSCHE BANK AG\ | 9,159 | 518,000 | 0.21% | ||
| 43 | CADENCE BANK NA | 8,603 | 487,000 | 0.19% | ||
| 44 | Creative Planning | 8,063 | 456,000 | 0.18% | ||
| 45 | HighTower Advisors, LLC | 6,646 | 376,000 | 0.15% | ||
| 46 | Biondo Investment Advisors, LLC | 5,990 | 339,000 | 0.13% | ||
| 47 | NATIONAL PLANNING CORP | 5,641 | 321,000 | 0.13% | ||
| 48 | INTERACTIVE FINANCIAL ADVISORS, INC. | 5,392 | 305,000 | 0.12% | ||
| 49 | SOL Capital Management CO | 5,100 | 289,000 | 0.11% | ||
| 50 | NORTHERN TRUST CORP | 5,061 | 286,000 | 0.11% |
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.
