| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 1,410,373 | 83,339,000 | 26.29% | ||
| 2 | MORGAN STANLEY | 503,942 | 29,778,000 | 9.39% | ||
| 3 | Commonwealth Equity Services, Inc | 372,918 | 22,036,000 | 6.95% | ||
| 4 | ASSETMARK, INC | 339,945 | 20,087,000 | 6.34% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 296,178 | 17,501,000 | 5.52% | ||
| 6 | WELLS FARGO & COMPANY/MN | 266,511 | 15,748,000 | 4.97% | ||
| 7 | LPL Financial LLC | 238,600 | 14,099,000 | 4.45% | ||
| 8 | Cetera Advisor Networks LLC | 218,522 | 12,920,000 | 4.08% | ||
| 9 | Evanson Asset Management, LLC | 177,948 | 10,515,000 | 3.32% | ||
| 10 | UBS Group AG | 108,180 | 6,392,000 | 2.02% | ||
| 11 | COBIZ WEALTH, LLC | 101,979 | 6,026,000 | 1.90% | ||
| 12 | HARVEST CAPITAL MANAGEMENT INC | 99,985 | 5,908,000 | 1.86% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 86,192 | 5,094,000 | 1.61% | ||
| 14 | LVM CAPITAL MANAGEMENT LTD/MI | 78,327 | 4,628,000 | 1.46% | ||
| 15 | GOLDMAN SACHS GROUP INC | 70,078 | 4,141,000 | 1.31% | ||
| 16 | Camarda Financial Advisors, LLC | 69,071 | 4,081,000 | 1.29% | ||
| 17 | ROYAL BANK OF CANADA | 68,966 | 4,075,000 | 1.29% | ||
| 18 | Keystone Financial Planning, Inc. | 48,815 | 2,884,000 | 0.91% | ||
| 19 | Janney Montgomery Scott LLC | 43,273 | 2,557,000 | 0.81% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 42,711 | 2,526,000 | 0.80% | ||
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,550 | 2,217,000 | 0.70% | ||
| 22 | BLAIR WILLIAM & CO/IL | 35,890 | 2,120,000 | 0.67% | ||
| 23 | Trutina Financial LLC | 35,392 | 2,091,000 | 0.66% | ||
| 24 | CITADEL ADVISORS LLC | 33,345 | 1,968,000 | 0.62% | ||
| 25 | SII INVESTMENTS INC/WI | 32,295 | 1,911,000 | 0.60% | ||
| 26 | MSI Financial Services Inc | 31,789 | 1,878,000 | 0.59% | ||
| 27 | OLD NATIONAL BANCORP /IN/ | 25,756 | 1,522,000 | 0.48% | ||
| 28 | COMMERCE BANK | 25,005 | 1,477,000 | 0.47% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 23,981 | 1,417,000 | 0.45% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 23,180 | 1,370,000 | 0.43% | ||
| 31 | EXENCIAL WEALTH ADVISORS, LLC | 21,802 | 1,238,000 | 0.39% | ||
| 32 | Community Bank, N.A. | 18,495 | 1,093,000 | 0.34% | ||
| 33 | Frontier Wealth Management LLC | 17,277 | 1,021,000 | 0.32% | ||
| 34 | Paracle Advisors, LLC | 16,831 | 994,000 | 0.31% | ||
| 35 | Private Advisor Group, LLC | 16,378 | 968,000 | 0.31% | ||
| 36 | JPMORGAN CHASE & CO | 16,122 | 951,000 | 0.30% | ||
| 37 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,938 | 942,000 | 0.30% | ||
| 38 | PNC FINANCIAL SERVICES GROUP, INC. | 14,997 | 886,000 | 0.28% | ||
| 39 | STIFEL FINANCIAL CORP | 14,761 | 872,000 | 0.28% | ||
| 40 | IFP ADVISORS, INC | 14,592 | 862,000 | 0.27% | ||
| 41 | Capital Analysts, LLC | 14,317 | 845,994 | 0.27% | ||
| 42 | BOKF, NA | 14,270 | 843,000 | 0.27% | ||
| 43 | Concert Wealth Management Inc. | 13,029 | 774,000 | 0.24% | ||
| 44 | B. Riley Wealth Advisors, Inc. | 12,955 | 766,000 | 0.24% | ||
| 45 | NATIONAL PLANNING CORP | 9,239 | 534,000 | 0.17% | ||
| 46 | Efficient Advisors, LLC | 8,926 | 527,000 | 0.17% | ||
| 47 | HighTower Advisors, LLC | 8,762 | 518,000 | 0.16% | ||
| 48 | NORTHERN TRUST CORP | 8,693 | 514,000 | 0.16% | ||
| 49 | WADE G W & INC | 8,551 | 505,000 | 0.16% | ||
| 50 | SIMMONS FIRST TRUST CO NA | 8,493 | 502,000 | 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.
