| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 1,228,812 | 75,670,000 | 20.18% | ||
| 2 | MORGAN STANLEY | 1,008,217 | 62,086,000 | 16.55% | ||
| 3 | WELLS FARGO & COMPANY/MN | 407,142 | 25,072,000 | 6.68% | ||
| 4 | Commonwealth Equity Services, Inc | 292,906 | 18,037,000 | 4.81% | ||
| 5 | UBS Group AG | 284,529 | 17,521,000 | 4.67% | ||
| 6 | ASSETMARK, INC | 258,372 | 15,911,000 | 4.24% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 247,480 | 15,239,000 | 4.06% | ||
| 8 | Evanson Asset Management, LLC | 211,699 | 13,036,000 | 3.48% | ||
| 9 | SIMMONS FIRST TRUST CO NA | 184,933 | 11,388,000 | 3.04% | ||
| 10 | Cetera Advisor Networks LLC | 181,078 | 11,148,000 | 2.97% | ||
| 11 | HARVEST CAPITAL MANAGEMENT INC | 157,865 | 9,721,000 | 2.59% | ||
| 12 | COBIZ WEALTH, LLC | 136,973 | 8,435,000 | 2.25% | ||
| 13 | LPL Financial LLC | 110,484 | 6,804,000 | 1.81% | ||
| 14 | B. Riley Wealth Advisors, Inc. | 21,876 | 6,273,000 | 1.67% | ||
| 15 | BB&T SECURITIES, LLC | 8,920 | 5,493,000 | 1.46% | ||
| 16 | ROYAL BANK OF CANADA | 71,595 | 4,408,000 | 1.18% | ||
| 17 | GOLDMAN SACHS GROUP INC | 68,856 | 4,240,000 | 1.13% | ||
| 18 | LVM CAPITAL MANAGEMENT LTD/MI | 60,262 | 3,711,000 | 0.99% | ||
| 19 | Camarda Financial Advisors, LLC | 56,552 | 3,482,000 | 0.93% | ||
| 20 | Keystone Financial Planning, Inc. | 52,321 | 3,222,000 | 0.86% | ||
| 21 | Trutina Financial LLC | 52,195 | 3,214,000 | 0.86% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 48,690 | 3,002,000 | 0.80% | ||
| 23 | Fusion Investment Group, LLC | 41,745 | 2,570,000 | 0.69% | ||
| 24 | Janney Montgomery Scott LLC | 40,999 | 2,524,689 | 0.67% | ||
| 25 | SII INVESTMENTS INC/WI | 40,716 | 2,501,000 | 0.67% | ||
| 26 | JPMORGAN CHASE & CO | 30,930 | 1,904,000 | 0.51% | ||
| 27 | Partnervest Advisory Services LLC | 30,883 | 1,902,000 | 0.51% | ||
| 28 | OLD NATIONAL BANCORP /IN/ | 30,607 | 1,885,000 | 0.50% | ||
| 29 | COMMERCE BANK | 30,395 | 1,871,000 | 0.50% | ||
| 30 | Private Advisor Group, LLC | 29,402 | 1,811,000 | 0.48% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 29,128 | 1,794,000 | 0.48% | ||
| 32 | DEUTSCHE BANK AG\ | 27,923 | 1,719,000 | 0.46% | ||
| 33 | EXENCIAL WEALTH ADVISORS, LLC | 26,481 | 1,631,000 | 0.43% | ||
| 34 | JANE STREET GROUP, LLC | 23,147 | 1,425,000 | 0.38% | ||
| 35 | RAYMOND JAMES & ASSOCIATES | 22,034 | 1,357,000 | 0.36% | ||
| 36 | Paracle Advisors, LLC | 20,823 | 1,282,000 | 0.34% | ||
| 37 | BLAIR WILLIAM & CO/IL | 18,850 | 1,160,000 | 0.31% | ||
| 38 | STIFEL FINANCIAL CORP | 16,939 | 1,043,000 | 0.28% | ||
| 39 | Community Bank, N.A. | 16,520 | 1,017,000 | 0.27% | ||
| 40 | Raymond James Financial Services Advisors, Inc. | 16,356 | 1,007,000 | 0.27% | ||
| 41 | Capital Analysts, LLC | 16,232 | 999,586 | 0.27% | ||
| 42 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,848 | 976,000 | 0.26% | ||
| 43 | BOKF, NA | 14,704 | 905,000 | 0.24% | ||
| 44 | Concert Wealth Management Inc. | 14,051 | 865,000 | 0.23% | ||
| 45 | PNC FINANCIAL SERVICES GROUP, INC. | 13,879 | 854,000 | 0.23% | ||
| 46 | SG Americas Securities, LLC | 12,085 | 744,000 | 0.20% | ||
| 47 | CADENCE BANK NA | 11,789 | 726,000 | 0.19% | ||
| 48 | MSI Financial Services Inc | 10,357 | 638,000 | 0.17% | ||
| 49 | FIDUCIARY TRUST CO | 10,243 | 631,000 | 0.17% | ||
| 50 | NATIONAL PLANNING CORP | 9,387 | 574,500 | 0.15% |
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.
