| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 1,034,928 | 61,475,000 | 22.12% | ||
| 2 | MORGAN STANLEY | 537,407 | 31,922,000 | 11.49% | ||
| 3 | WELLS FARGO & COMPANY/MN | 377,094 | 22,400,000 | 8.06% | ||
| 4 | ASSETMARK, INC | 296,511 | 17,613,000 | 6.34% | ||
| 5 | UBS AG | 208,448 | 12,382,000 | 4.46% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 177,618 | 10,550,000 | 3.80% | ||
| 7 | HARVEST CAPITAL MANAGEMENT INC | 175,505 | 10,425,000 | 3.75% | ||
| 8 | Commonwealth Equity Services, Inc | 173,283 | 10,293,000 | 3.70% | ||
| 9 | Cetera Advisor Networks LLC | 159,762 | 9,488,000 | 3.41% | ||
| 10 | Evanson Asset Management, LLC | 153,445 | 9,115,000 | 3.28% | ||
| 11 | COBIZ WEALTH, LLC | 139,818 | 8,305,000 | 2.99% | ||
| 12 | LPL Financial LLC | 129,032 | 7,664,000 | 2.76% | ||
| 13 | BB&T SECURITIES, LLC | 11,029 | 6,551,000 | 2.36% | ||
| 14 | SIMMONS FIRST TRUST CO NA | 74,271 | 4,412,000 | 1.59% | ||
| 15 | Keystone Financial Planning, Inc. | 70,776 | 4,201,000 | 1.51% | ||
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 66,865 | 3,969,000 | 1.43% | ||
| 17 | Trutina Financial LLC | 53,569 | 3,182,000 | 1.15% | ||
| 18 | LVM CAPITAL MANAGEMENT LTD/MI | 53,110 | 3,155,000 | 1.14% | ||
| 19 | Camarda Financial Advisors, LLC | 52,386 | 3,112,000 | 1.12% | ||
| 20 | JANE STREET GROUP, LLC | 46,914 | 2,787,000 | 1.00% | ||
| 21 | ROYAL BANK OF CANADA | 43,363 | 2,576,000 | 0.93% | ||
| 22 | Janney Montgomery Scott LLC | 37,300 | 2,215,636 | 0.80% | ||
| 23 | OLD NATIONAL BANCORP /IN/ | 31,622 | 1,878,000 | 0.68% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 30,356 | 1,803,000 | 0.65% | ||
| 25 | SII INVESTMENTS INC/WI | 29,347 | 1,751,000 | 0.63% | ||
| 26 | DEUTSCHE BANK AG\ | 28,223 | 1,676,000 | 0.60% | ||
| 27 | COMMERCE BANK | 26,830 | 1,594,000 | 0.57% | ||
| 28 | EXENCIAL WEALTH ADVISORS, LLC | 25,974 | 1,544,000 | 0.56% | ||
| 29 | BLAIR WILLIAM & CO/IL | 24,350 | 1,446,000 | 0.52% | ||
| 30 | JPMORGAN CHASE & CO | 23,477 | 1,395,000 | 0.50% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 21,186 | 1,258,000 | 0.45% | ||
| 32 | Raymond James Financial Services Advisors, Inc. | 16,781 | 997,000 | 0.36% | ||
| 33 | STIFEL FINANCIAL CORP | 16,446 | 977,000 | 0.35% | ||
| 34 | Private Advisor Group, LLC | 16,305 | 968,000 | 0.35% | ||
| 35 | COMMUNITY FINANCIAL SYSTEM, INC. | 15,495 | 920,000 | 0.33% | ||
| 36 | Capital Analysts, LLC | 14,910 | 885,683 | 0.32% | ||
| 37 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14,600 | 867,000 | 0.31% | ||
| 38 | Concert Wealth Management Inc. | 14,380 | 801,000 | 0.29% | ||
| 39 | BOKF, NA | 12,730 | 756,000 | 0.27% | ||
| 40 | B. Riley Wealth Advisors, Inc. | 26,244 | 729,770 | 0.26% | ||
| 41 | FIDUCIARY TRUST CO | 10,243 | 609,000 | 0.22% | ||
| 42 | RAYMOND JAMES & ASSOCIATES | 10,018 | 595,000 | 0.21% | ||
| 43 | Creative Planning | 8,563 | 509,000 | 0.18% | ||
| 44 | CADENCE BANK NA | 8,109 | 481,000 | 0.17% | ||
| 45 | KMS FINANCIAL SERVICES, INC | 7,940 | 472,000 | 0.17% | ||
| 46 | Ironsides Asset Advisors, LLC | 7,700 | 457,000 | 0.16% | SH | |
| 47 | Biondo Investment Advisors, LLC | 6,690 | 397,000 | 0.14% | ||
| 48 | HighTower Advisors, LLC | 6,203 | 368,000 | 0.13% | ||
| 49 | NATIONAL PLANNING CORP | 5,887 | 350,000 | 0.13% | ||
| 50 | INTERACTIVE FINANCIAL ADVISORS, INC. | 5,197 | 309,000 | 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.
