| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 1,280,586 | 76,156,000 | 23.28% | ||
| 2 | MORGAN STANLEY | 771,615 | 45,888,000 | 14.03% | ||
| 3 | ASSETMARK, INC | 337,424 | 20,067,000 | 6.13% | ||
| 4 | WELLS FARGO & COMPANY/MN | 310,000 | 18,435,000 | 5.63% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 303,320 | 18,039,000 | 5.51% | ||
| 6 | Commonwealth Equity Services, Inc | 295,217 | 17,557,000 | 5.37% | ||
| 7 | Evanson Asset Management, LLC | 210,318 | 12,508,000 | 3.82% | ||
| 8 | Cetera Advisor Networks LLC | 196,002 | 11,892,000 | 3.63% | ||
| 9 | LPL Financial LLC | 139,635 | 8,322,000 | 2.54% | ||
| 10 | UBS Group AG | 131,561 | 7,824,000 | 2.39% | ||
| 11 | COBIZ WEALTH, LLC | 123,768 | 7,360,000 | 2.25% | ||
| 12 | HARVEST CAPITAL MANAGEMENT INC | 104,775 | 6,231,000 | 1.90% | ||
| 13 | LVM CAPITAL MANAGEMENT LTD/MI | 83,887 | 4,989,000 | 1.52% | ||
| 14 | Camarda Financial Advisors, LLC | 79,064 | 4,702,000 | 1.44% | ||
| 15 | ROYAL BANK OF CANADA | 74,151 | 4,410,000 | 1.35% | ||
| 16 | GOLDMAN SACHS GROUP INC | 67,474 | 4,013,000 | 1.23% | ||
| 17 | Keystone Financial Planning, Inc. | 48,675 | 2,895,000 | 0.88% | ||
| 18 | Fusion Investment Group, LLC | 48,457 | 2,882,000 | 0.88% | ||
| 19 | JANE STREET GROUP, LLC | 45,209 | 2,689,000 | 0.82% | ||
| 20 | SII INVESTMENTS INC/WI | 44,547 | 2,654,000 | 0.81% | ||
| 21 | Janney Montgomery Scott LLC | 43,804 | 2,605,023 | 0.80% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 43,560 | 2,605,000 | 0.80% | ||
| 23 | Partnervest Advisory Services LLC | 42,591 | 2,533,000 | 0.77% | ||
| 24 | CITADEL ADVISORS LLC | 40,954 | 2,431,000 | 0.74% | ||
| 25 | Trutina Financial LLC | 36,825 | 2,190,000 | 0.67% | ||
| 26 | RAYMOND JAMES & ASSOCIATES | 29,765 | 1,770,000 | 0.54% | ||
| 27 | OLD NATIONAL BANCORP /IN/ | 27,336 | 1,626,000 | 0.50% | ||
| 28 | COMMERCE BANK | 26,750 | 1,591,000 | 0.49% | ||
| 29 | MSI Financial Services Inc | 26,419 | 1,571,000 | 0.48% | ||
| 30 | Private Advisor Group, LLC | 24,599 | 1,463,000 | 0.45% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 23,532 | 1,399,000 | 0.43% | ||
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,338 | 1,386,000 | 0.42% | ||
| 33 | JPMORGAN CHASE & CO | 20,058 | 1,193,000 | 0.36% | ||
| 34 | Paracle Advisors, LLC | 19,968 | 1,187,000 | 0.36% | SH | |
| 35 | Community Bank, N.A. | 17,145 | 1,020,000 | 0.31% | ||
| 36 | STIFEL FINANCIAL CORP | 16,945 | 1,008,000 | 0.31% | ||
| 37 | BLAIR WILLIAM & CO/IL | 16,650 | 990,000 | 0.30% | ||
| 38 | PNC FINANCIAL SERVICES GROUP, INC. | 15,800 | 940,000 | 0.29% | ||
| 39 | Capital Analysts, LLC | 15,726 | 935,249 | 0.29% | ||
| 40 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,638 | 930,000 | 0.28% | ||
| 41 | BOKF, NA | 15,030 | 894,000 | 0.27% | ||
| 42 | Baker Avenue Asset Management, LP | 14,366 | 854,000 | 0.26% | ||
| 43 | SG Americas Securities, LLC | 12,185 | 725,000 | 0.22% | ||
| 44 | Concert Wealth Management Inc. | 12,064 | 720,000 | 0.22% | ||
| 45 | B. Riley Wealth Advisors, Inc. | 11,901 | 708,000 | 0.22% | ||
| 46 | Frontier Wealth Management LLC | 11,535 | 686,000 | 0.21% | ||
| 47 | FIDUCIARY TRUST CO | 10,243 | 609,000 | 0.19% | ||
| 48 | SIMMONS FIRST TRUST CO NA | 9,740 | 579,000 | 0.18% | ||
| 49 | NORTHERN TRUST CORP | 8,943 | 531,000 | 0.16% | ||
| 50 | NATIONAL PLANNING CORP | 8,628 | 514,000 | 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.
