| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 1,507,555 | 100,584,000 | 22.75% | ||
| 2 | MORGAN STANLEY | 655,977 | 43,767,000 | 9.90% | ||
| 3 | ASSETMARK, INC | 420,089 | 28,028,000 | 6.34% | ||
| 4 | Commonwealth Equity Services, Inc | 388,124 | 25,896,000 | 5.86% | ||
| 5 | EASTERN BANK | 347,051 | 23,155,000 | 5.24% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 331,481 | 22,116,000 | 5.00% | ||
| 7 | WELLS FARGO & COMPANY/MN | 299,513 | 19,983,000 | 4.52% | ||
| 8 | Psagot Value Holdings Ltd. | 278,015 | 18,549,000 | 4.20% | ||
| 9 | Cetera Advisor Networks LLC | 223,878 | 14,926,000 | 3.38% | ||
| 10 | Evanson Asset Management, LLC | 180,326 | 12,031,000 | 2.72% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 165,100 | 11,016,000 | 2.49% | ||
| 12 | LPL Financial LLC | 163,317 | 10,937,000 | 2.47% | ||
| 13 | UBS Group AG | 142,288 | 9,493,000 | 2.15% | ||
| 14 | HARVEST CAPITAL MANAGEMENT INC | 98,640 | 6,581,000 | 1.49% | ||
| 15 | COBIZ WEALTH, LLC | 89,577 | 5,977,000 | 1.35% | ||
| 16 | LVM CAPITAL MANAGEMENT LTD/MI | 78,222 | 5,219,000 | 1.18% | ||
| 17 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 76,956 | 5,154,000 | 1.17% | ||
| 18 | Camarda Financial Advisors, LLC | 66,588 | 4,443,000 | 1.01% | ||
| 19 | ROYAL BANK OF CANADA | 56,437 | 3,765,000 | 0.85% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 56,617 | 3,745,000 | 0.85% | ||
| 21 | JPMORGAN CHASE & CO | 55,452 | 3,700,000 | 0.84% | ||
| 22 | JANE STREET GROUP, LLC | 52,091 | 3,476,000 | 0.79% | ||
| 23 | SII INVESTMENTS INC/WI | 44,646 | 2,978,000 | 0.67% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 39,570 | 2,640,000 | 0.60% | ||
| 25 | Janney Montgomery Scott LLC | 43,273 | 2,557,000 | 0.58% | ||
| 26 | MSI Financial Services Inc | 37,542 | 2,505,000 | 0.57% | ||
| 27 | STRATEGIC FINANCIAL GROUP, LLC | 35,234 | 2,351,000 | 0.53% | ||
| 28 | Trutina Financial LLC | 33,057 | 2,206,000 | 0.50% | ||
| 29 | SOCIETE GENERALE | 29,876 | 1,993,000 | 0.45% | ||
| 30 | SG Americas Securities, LLC | 29,876 | 1,993,000 | 0.45% | ||
| 31 | STIFEL FINANCIAL CORP | 26,602 | 1,776,000 | 0.40% | ||
| 32 | EXENCIAL WEALTH ADVISORS, LLC | 26,525 | 1,770,000 | 0.40% | ||
| 33 | IFP ADVISORS, INC | 23,674 | 1,580,000 | 0.36% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 23,566 | 1,572,000 | 0.36% | ||
| 35 | OLD NATIONAL BANCORP /IN/ | 23,523 | 1,569,000 | 0.35% | ||
| 36 | COMMERCE BANK | 23,230 | 1,550,000 | 0.35% | ||
| 37 | BLAIR WILLIAM & CO/IL | 22,035 | 1,470,000 | 0.33% | ||
| 38 | Community Bank, N.A. | 20,645 | 1,377,000 | 0.31% | ||
| 39 | Frontier Wealth Management LLC | 17,277 | 1,153,000 | 0.26% | ||
| 40 | Concert Wealth Management Inc. | 17,221 | 1,149,000 | 0.26% | ||
| 41 | First Allied Advisory Services, Inc. | 16,885 | 1,133,000 | 0.26% | ||
| 42 | INTERACTIVE FINANCIAL ADVISORS, INC. | 15,656 | 1,045,000 | 0.24% | ||
| 43 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,388 | 1,031,000 | 0.23% | ||
| 44 | PNC FINANCIAL SERVICES GROUP, INC. | 14,725 | 982,000 | 0.22% | ||
| 45 | Montecito Bank & Trust | 14,337 | 957,000 | 0.22% | ||
| 46 | BOKF, NA | 14,225 | 949,000 | 0.21% | ||
| 47 | Paracle Advisors, LLC | 13,885 | 926,000 | 0.21% | ||
| 48 | B. Riley Wealth Advisors, Inc. | 13,674 | 913,000 | 0.21% | ||
| 49 | Private Advisor Group, LLC | 13,327 | 893,000 | 0.20% | ||
| 50 | V WEALTH MANAGEMENT,LLC | 12,585 | 842,000 | 0.19% |
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.
