| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 1,265,293 | 76,765,000 | 21.02% | ||
| 2 | MORGAN STANLEY | 867,396 | 52,625,000 | 14.41% | ||
| 3 | ASSETMARK, INC | 370,138 | 22,456,000 | 6.15% | ||
| 4 | WELLS FARGO & COMPANY/MN | 362,292 | 21,979,000 | 6.02% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 311,696 | 18,911,000 | 5.18% | ||
| 6 | UBS Group AG | 299,181 | 18,151,000 | 4.97% | ||
| 7 | Commonwealth Equity Services, Inc | 295,000 | 17,898,000 | 4.90% | ||
| 8 | Evanson Asset Management, LLC | 203,931 | 12,373,000 | 3.39% | ||
| 9 | Cetera Advisor Networks LLC | 196,002 | 11,892,000 | 3.26% | ||
| 10 | LPL Financial LLC | 138,853 | 8,421,000 | 2.31% | ||
| 11 | COBIZ WEALTH, LLC | 133,858 | 8,121,000 | 2.22% | ||
| 12 | HARVEST CAPITAL MANAGEMENT INC | 128,165 | 7,776,000 | 2.13% | ||
| 13 | ROYAL BANK OF CANADA | 105,139 | 6,379,000 | 1.75% | ||
| 14 | Camarda Financial Advisors, LLC | 82,933 | 5,032,000 | 1.38% | ||
| 15 | LVM CAPITAL MANAGEMENT LTD/MI | 81,917 | 4,970,000 | 1.36% | ||
| 16 | GOLDMAN SACHS GROUP INC | 71,610 | 4,345,000 | 1.19% | ||
| 17 | JANE STREET GROUP, LLC | 61,693 | 3,743,000 | 1.02% | ||
| 18 | BB&T SECURITIES, LLC | 5,374 | 3,260,000 | 0.89% | ||
| 19 | Keystone Financial Planning, Inc. | 49,084 | 2,978,000 | 0.82% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 46,816 | 2,852,000 | 0.78% | ||
| 21 | Trutina Financial LLC | 46,248 | 2,806,000 | 0.77% | ||
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,732 | 2,714,000 | 0.74% | ||
| 23 | Janney Montgomery Scott LLC | 44,282 | 2,687,000 | 0.74% | ||
| 24 | SII INVESTMENTS INC/WI | 43,239 | 2,617,000 | 0.72% | ||
| 25 | Fusion Investment Group, LLC | 36,987 | 2,244,000 | 0.61% | ||
| 26 | COMMERCE BANK | 31,470 | 1,910,000 | 0.52% | ||
| 27 | Partnervest Advisory Services LLC | 31,352 | 1,902,000 | 0.52% | ||
| 28 | JPMORGAN CHASE & CO | 31,273 | 1,897,000 | 0.52% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 31,135 | 1,889,000 | 0.52% | ||
| 30 | OLD NATIONAL BANCORP /IN/ | 30,222 | 1,834,000 | 0.50% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 28,816 | 1,748,000 | 0.48% | ||
| 32 | EXENCIAL WEALTH ADVISORS, LLC | 27,950 | 1,738,000 | 0.48% | ||
| 33 | Private Advisor Group, LLC | 26,832 | 1,628,000 | 0.45% | ||
| 34 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20,925 | 1,286,000 | 0.35% | ||
| 35 | Paracle Advisors, LLC | 19,942 | 1,209,000 | 0.33% | ||
| 36 | BLAIR WILLIAM & CO/IL | 19,250 | 1,167,000 | 0.32% | ||
| 37 | Community Bank, N.A. | 17,445 | 1,058,000 | 0.29% | ||
| 38 | STIFEL FINANCIAL CORP | 17,045 | 1,034,000 | 0.28% | ||
| 39 | Capital Analysts, LLC | 16,618 | 1,008,214 | 0.28% | ||
| 40 | Raymond James Financial Services Advisors, Inc. | 16,359 | 992,000 | 0.27% | ||
| 41 | MSI Financial Services Inc | 15,819 | 960,000 | 0.26% | ||
| 42 | PNC FINANCIAL SERVICES GROUP, INC. | 15,800 | 958,000 | 0.26% | ||
| 43 | BOKF, NA | 15,080 | 915,000 | 0.25% | ||
| 44 | Baker Avenue Asset Management, LP | 15,034 | 912,000 | 0.25% | ||
| 45 | B. Riley Wealth Advisors, Inc. | 13,795 | 837,000 | 0.23% | ||
| 46 | CADENCE BANK NA | 12,292 | 746,000 | 0.20% | ||
| 47 | SG Americas Securities, LLC | 12,085 | 733,000 | 0.20% | ||
| 48 | Frontier Wealth Management LLC | 10,885 | 660,000 | 0.18% | ||
| 49 | FIDUCIARY TRUST CO | 10,243 | 621,000 | 0.17% | ||
| 50 | SIMMONS FIRST TRUST CO NA | 9,465 | 574,000 | 0.16% |
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.
