| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 1,412,643 | 78,515,000 | 26.67% | ||
| 2 | MORGAN STANLEY | 446,099 | 24,794,000 | 8.42% | ||
| 3 | ASSETMARK, INC | 367,102 | 20,404,000 | 6.93% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 309,060 | 17,177,000 | 5.83% | ||
| 5 | Commonwealth Equity Services, Inc | 296,968 | 16,505,000 | 5.61% | ||
| 6 | WELLS FARGO & COMPANY/MN | 273,686 | 15,211,000 | 5.17% | ||
| 7 | Cetera Advisor Networks LLC | 206,517 | 11,482,000 | 3.90% | ||
| 8 | LPL Financial LLC | 173,364 | 9,984,000 | 3.39% | ||
| 9 | Evanson Asset Management, LLC | 179,469 | 9,975,000 | 3.39% | ||
| 10 | COBIZ WEALTH, LLC | 113,259 | 6,295,000 | 2.14% | ||
| 11 | HARVEST CAPITAL MANAGEMENT INC | 104,775 | 6,231,000 | 2.12% | ||
| 12 | UBS Group AG | 105,021 | 5,837,000 | 1.98% | ||
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 84,542 | 4,694,000 | 1.59% | ||
| 14 | LVM CAPITAL MANAGEMENT LTD/MI | 83,032 | 4,615,000 | 1.57% | ||
| 15 | Camarda Financial Advisors, LLC | 82,777 | 4,601,000 | 1.56% | ||
| 16 | GOLDMAN SACHS GROUP INC | 69,374 | 3,856,000 | 1.31% | ||
| 17 | ROYAL BANK OF CANADA | 56,073 | 3,117,000 | 1.06% | ||
| 18 | JANE STREET GROUP, LLC | 48,821 | 2,713,000 | 0.92% | ||
| 19 | Keystone Financial Planning, Inc. | 48,675 | 2,705,000 | 0.92% | ||
| 20 | SII INVESTMENTS INC/WI | 44,701 | 2,487,000 | 0.84% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 43,549 | 2,427,000 | 0.82% | ||
| 22 | Janney Montgomery Scott LLC | 43,506 | 2,418,000 | 0.82% | ||
| 23 | Partnervest Advisory Services LLC | 40,414 | 2,246,000 | 0.76% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 40,150 | 2,232,000 | 0.76% | ||
| 25 | Trutina Financial LLC | 35,506 | 1,973,000 | 0.67% | ||
| 26 | BLAIR WILLIAM & CO/IL | 28,510 | 1,584,000 | 0.54% | ||
| 27 | MSI Financial Services Inc | 26,522 | 1,474,000 | 0.50% | ||
| 28 | OLD NATIONAL BANCORP /IN/ | 26,241 | 1,458,000 | 0.50% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 25,481 | 1,416,000 | 0.48% | ||
| 30 | COMMERCE BANK | 25,005 | 1,390,000 | 0.47% | ||
| 31 | Private Advisor Group, LLC | 24,858 | 1,382,000 | 0.47% | ||
| 32 | EXENCIAL WEALTH ADVISORS, LLC | 24,010 | 1,334,000 | 0.45% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 22,719 | 1,263,000 | 0.43% | ||
| 34 | JPMORGAN CHASE & CO | 20,058 | 1,113,000 | 0.38% | ||
| 35 | Frontier Wealth Management LLC | 17,927 | 996,000 | 0.34% | ||
| 36 | Community Bank, N.A. | 17,620 | 979,000 | 0.33% | ||
| 37 | Paracle Advisors, LLC | 17,414 | 967,000 | 0.33% | ||
| 38 | STIFEL FINANCIAL CORP | 17,134 | 952,000 | 0.32% | ||
| 39 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,938 | 886,000 | 0.30% | ||
| 40 | PNC FINANCIAL SERVICES GROUP, INC. | 14,725 | 819,000 | 0.28% | ||
| 41 | Capital Analysts, LLC | 14,536 | 807,926 | 0.27% | ||
| 42 | BOKF, NA | 14,270 | 793,000 | 0.27% | ||
| 43 | Concert Wealth Management Inc. | 12,940 | 722,000 | 0.25% | ||
| 44 | B. Riley Wealth Advisors, Inc. | 12,414 | 690,000 | 0.23% | ||
| 45 | SIMMONS FIRST TRUST CO NA | 10,388 | 577,000 | 0.20% | ||
| 46 | FIDUCIARY TRUST CO | 10,243 | 569,000 | 0.19% | ||
| 47 | Ironsides Asset Advisors, LLC | 8,700 | 484,000 | 0.16% | ||
| 48 | NORTHERN TRUST CORP | 8,693 | 483,000 | 0.16% | ||
| 49 | Capital Advisors, Ltd. LLC | 8,679 | 482,000 | 0.16% | ||
| 50 | HighTower Advisors, LLC | 8,549 | 477,000 | 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.
