| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 1,537,430 | 97,289,000 | 25.69% | ||
| 2 | MORGAN STANLEY | 552,627 | 34,970,000 | 9.23% | ||
| 3 | ASSETMARK, INC | 424,743 | 26,878,000 | 7.10% | ||
| 4 | Commonwealth Equity Services, Inc | 368,154 | 23,297,000 | 6.15% | ||
| 5 | EASTERN BANK | 342,077 | 21,646,000 | 5.72% | ||
| 6 | WELLS FARGO & COMPANY/MN | 273,981 | 17,338,000 | 4.58% | ||
| 7 | LPL Financial LLC | 269,641 | 16,896,000 | 4.46% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 232,223 | 14,695,000 | 3.88% | ||
| 9 | Cetera Advisor Networks LLC | 221,431 | 14,013,000 | 3.70% | ||
| 10 | UBS Group AG | 184,950 | 11,704,000 | 3.09% | ||
| 11 | Evanson Asset Management, LLC | 169,825 | 10,747,000 | 2.84% | ||
| 12 | HARVEST CAPITAL MANAGEMENT INC | 98,850 | 6,255,000 | 1.65% | ||
| 13 | COBIZ WEALTH, LLC | 88,956 | 5,629,000 | 1.49% | ||
| 14 | LVM CAPITAL MANAGEMENT LTD/MI | 76,247 | 4,825,000 | 1.27% | ||
| 15 | JPMORGAN CHASE & CO | 68,836 | 4,356,000 | 1.15% | ||
| 16 | Camarda Financial Advisors, LLC | 65,963 | 4,174,000 | 1.10% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 62,986 | 3,986,000 | 1.05% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 55,465 | 3,452,000 | 0.91% | ||
| 19 | ROYAL BANK OF CANADA | 46,814 | 2,962,000 | 0.78% | ||
| 20 | GOLDMAN SACHS GROUP INC | 46,127 | 2,919,000 | 0.77% | ||
| 21 | Janney Montgomery Scott LLC | 40,700 | 2,576,000 | 0.68% | ||
| 22 | BLAIR WILLIAM & CO/IL | 39,590 | 2,505,000 | 0.66% | ||
| 23 | SII INVESTMENTS INC/WI | 39,410 | 2,494,000 | 0.66% | ||
| 24 | RAYMOND JAMES & ASSOCIATES | 36,115 | 2,285,000 | 0.60% | ||
| 25 | MSI Financial Services Inc | 35,844 | 2,268,000 | 0.60% | ||
| 26 | Trutina Financial LLC | 33,498 | 2,120,000 | 0.56% | ||
| 27 | Keystone Financial Planning, Inc. | 29,537 | 1,869,000 | 0.49% | ||
| 28 | OLD NATIONAL BANCORP /IN/ | 23,523 | 1,489,000 | 0.39% | ||
| 29 | COMMERCE BANK | 22,805 | 1,443,000 | 0.38% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 22,002 | 1,392,000 | 0.37% | ||
| 31 | JANE STREET GROUP, LLC | 21,878 | 1,384,000 | 0.37% | ||
| 32 | EXENCIAL WEALTH ADVISORS, LLC | 21,693 | 1,373,000 | 0.36% | ||
| 33 | Community Bank, N.A. | 20,470 | 1,295,000 | 0.34% | ||
| 34 | Frontier Wealth Management LLC | 17,277 | 1,093,000 | 0.29% | ||
| 35 | INTERACTIVE FINANCIAL ADVISORS, INC. | 16,361 | 1,035,000 | 0.27% | ||
| 36 | Paracle Advisors, LLC | 16,000 | 1,012,000 | 0.27% | ||
| 37 | First Allied Advisory Services, Inc. | 15,651 | 980,000 | 0.26% | ||
| 38 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,338 | 971,000 | 0.26% | ||
| 39 | IFP ADVISORS, INC | 14,829 | 938,000 | 0.25% | ||
| 40 | PNC FINANCIAL SERVICES GROUP, INC. | 14,725 | 932,000 | 0.25% | ||
| 41 | Private Advisor Group, LLC | 14,647 | 927,000 | 0.24% | ||
| 42 | BOKF, NA | 14,270 | 903,000 | 0.24% | ||
| 43 | Concert Wealth Management Inc. | 13,201 | 835,000 | 0.22% | ||
| 44 | V WEALTH MANAGEMENT,LLC | 12,448 | 790,000 | 0.21% | ||
| 45 | Capital Analysts, LLC | 11,839 | 749,233 | 0.20% | ||
| 46 | Archford Capital Strategies, LLC | 45 | 700,000 | 0.18% | ||
| 47 | B. Riley Wealth Advisors, Inc. | 10,862 | 687,000 | 0.18% | ||
| 48 | STIFEL FINANCIAL CORP | 10,760 | 681,000 | 0.18% | ||
| 49 | Efficient Advisors, LLC | 10,160 | 643,000 | 0.17% | ||
| 50 | NORTHERN TRUST CORP | 8,967 | 568,000 | 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.
