| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 1,125,572 | 66,746,000 | 21.60% | ||
| 2 | MORGAN STANLEY | 882,519 | 52,334,000 | 16.93% | ||
| 3 | WELLS FARGO & COMPANY/MN | 391,164 | 23,197,000 | 7.51% | ||
| 4 | ASSETMARK, INC | 261,406 | 15,501,000 | 5.02% | ||
| 5 | UBS AG | 227,502 | 13,491,000 | 4.37% | ||
| 6 | Commonwealth Equity Services, Inc | 189,382 | 11,230,000 | 3.63% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 183,483 | 10,880,000 | 3.52% | ||
| 8 | Cetera Advisor Networks LLC | 169,868 | 10,077,000 | 3.26% | ||
| 9 | Evanson Asset Management, LLC | 153,376 | 9,095,000 | 2.94% | ||
| 10 | HARVEST CAPITAL MANAGEMENT INC | 149,135 | 8,844,000 | 2.86% | ||
| 11 | COBIZ WEALTH, LLC | 137,238 | 8,138,000 | 2.63% | ||
| 12 | LPL Financial LLC | 128,461 | 7,551,000 | 2.44% | ||
| 13 | BB&T SECURITIES, LLC | 9,326 | 5,530,000 | 1.79% | ||
| 14 | SIMMONS FIRST TRUST CO NA | 75,207 | 4,460,000 | 1.44% | ||
| 15 | ROYAL BANK OF CANADA | 65,577 | 3,889,000 | 1.26% | ||
| 16 | Keystone Financial Planning, Inc. | 58,374 | 3,463,000 | 1.12% | ||
| 17 | Camarda Financial Advisors, LLC | 54,359 | 3,223,000 | 1.04% | ||
| 18 | LVM CAPITAL MANAGEMENT LTD/MI | 53,653 | 3,182,000 | 1.03% | ||
| 19 | Trutina Financial LLC | 52,184 | 3,094,000 | 1.00% | ||
| 20 | Fusion Investment Group, LLC | 46,717 | 2,771,000 | 0.90% | ||
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,805 | 2,539,000 | 0.82% | ||
| 22 | Janney Montgomery Scott LLC | 37,572 | 2,228,000 | 0.72% | ||
| 23 | OLD NATIONAL BANCORP /IN/ | 32,872 | 1,949,000 | 0.63% | ||
| 24 | SII INVESTMENTS INC/WI | 31,042 | 1,848,000 | 0.60% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 30,949 | 1,835,000 | 0.59% | ||
| 26 | Partnervest Advisory Services LLC | 30,512 | 1,809,000 | 0.59% | ||
| 27 | COMMERCE BANK | 29,860 | 1,771,000 | 0.57% | ||
| 28 | DEUTSCHE BANK AG\ | 28,223 | 1,673,000 | 0.54% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 28,086 | 1,668,000 | 0.54% | ||
| 30 | BLAIR WILLIAM & CO/IL | 26,650 | 1,580,000 | 0.51% | ||
| 31 | EXENCIAL WEALTH ADVISORS, LLC | 26,319 | 1,561,000 | 0.51% | ||
| 32 | Paracle Advisors, LLC | 23,884 | 1,416,000 | 0.46% | ||
| 33 | JPMORGAN CHASE & CO | 23,782 | 1,410,000 | 0.46% | ||
| 34 | Private Advisor Group, LLC | 17,452 | 1,035,000 | 0.33% | ||
| 35 | STIFEL FINANCIAL CORP | 16,383 | 972,000 | 0.31% | ||
| 36 | Raymond James Financial Services Advisors, Inc. | 16,374 | 971,000 | 0.31% | ||
| 37 | COMMUNITY FINANCIAL SYSTEM, INC. | 16,220 | 962,000 | 0.31% | ||
| 38 | Capital Analysts, LLC | 15,188 | 900,670 | 0.29% | ||
| 39 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14,830 | 879,000 | 0.28% | ||
| 40 | Concert Wealth Management Inc. | 14,393 | 859,000 | 0.28% | ||
| 41 | B. Riley Wealth Advisors, Inc. | 13,979 | 829,000 | 0.27% | ||
| 42 | PNC FINANCIAL SERVICES GROUP, INC. | 13,879 | 824,000 | 0.27% | ||
| 43 | BOKF, NA | 13,050 | 774,000 | 0.25% | ||
| 44 | CADENCE BANK NA | 11,854 | 703,000 | 0.23% | ||
| 45 | FIDUCIARY TRUST CO | 10,243 | 607,000 | 0.20% | ||
| 46 | RAYMOND JAMES & ASSOCIATES | 10,058 | 596,000 | 0.19% | ||
| 47 | Creative Planning | 8,563 | 508,000 | 0.16% | ||
| 48 | KMS FINANCIAL SERVICES, INC | 7,940 | 471,000 | 0.15% | ||
| 49 | Biondo Investment Advisors, LLC | 7,360 | 436,000 | 0.14% | ||
| 50 | AMERIPRISE FINANCIAL INC | 7,120 | 422,000 | 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.
