| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 1,533,724 | 101,962,000 | 21.80% | ||
| 2 | MORGAN STANLEY | 675,222 | 44,889,000 | 9.60% | ||
| 3 | ASSETMARK, INC | 447,453 | 29,747,000 | 6.36% | ||
| 4 | Commonwealth Equity Services, Inc | 395,462 | 26,290,000 | 5.62% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 378,890 | 25,189,000 | 5.39% | ||
| 6 | EASTERN BANK | 353,902 | 23,528,000 | 5.03% | ||
| 7 | WELLS FARGO & COMPANY/MN | 310,909 | 20,669,000 | 4.42% | ||
| 8 | Psagot Value Holdings Ltd. | 278,015 | 18,482,000 | 3.95% | ||
| 9 | Cetera Advisor Networks LLC | 250,783 | 16,672,000 | 3.57% | ||
| 10 | LPL Financial LLC | 192,203 | 12,570,000 | 2.69% | ||
| 11 | CITADEL ADVISORS LLC | 185,644 | 12,342,000 | 2.64% | ||
| 12 | Evanson Asset Management, LLC | 181,371 | 12,057,000 | 2.58% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 163,668 | 10,882,000 | 2.33% | ||
| 14 | UBS Group AG | 161,914 | 10,764,000 | 2.30% | ||
| 15 | JANE STREET GROUP, LLC | 120,309 | 7,998,000 | 1.71% | ||
| 16 | HARVEST CAPITAL MANAGEMENT INC | 96,180 | 6,241,000 | 1.33% | ||
| 17 | COBIZ WEALTH, LLC | 92,337 | 6,139,000 | 1.31% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 66,364 | 4,413,000 | 0.94% | ||
| 19 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 66,436 | 4,345,000 | 0.93% | ||
| 20 | Janney Montgomery Scott LLC | 48,741 | 3,240,000 | 0.69% | ||
| 21 | LVM CAPITAL MANAGEMENT LTD/MI | 53,110 | 3,155,000 | 0.67% | ||
| 22 | ROYAL BANK OF CANADA | 43,470 | 2,889,000 | 0.62% | ||
| 23 | Raymond James Financial Services Advisors, Inc. | 42,294 | 2,812,000 | 0.60% | ||
| 24 | Camarda Financial Advisors, LLC | 39,026 | 2,594,000 | 0.55% | ||
| 25 | MSI Financial Services Inc | 35,919 | 2,388,000 | 0.51% | ||
| 26 | STRATEGIC FINANCIAL GROUP, LLC | 35,778 | 2,379,000 | 0.51% | ||
| 27 | Trutina Financial LLC | 32,634 | 2,170,000 | 0.46% | ||
| 28 | JPMORGAN CHASE & CO | 32,004 | 2,128,000 | 0.46% | ||
| 29 | SII INVESTMENTS INC/WI | 31,263 | 2,080,000 | 0.44% | ||
| 30 | Montecito Bank & Trust | 29,380 | 1,953,000 | 0.42% | ||
| 31 | SG Americas Securities, LLC | 26,429 | 1,757,000 | 0.38% | ||
| 32 | COMMERCE BANK | 24,380 | 1,621,000 | 0.35% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 24,001 | 1,596,000 | 0.34% | ||
| 34 | OLD NATIONAL BANCORP /IN/ | 23,623 | 1,571,000 | 0.34% | ||
| 35 | EXENCIAL WEALTH ADVISORS, LLC | 24,045 | 1,548,000 | 0.33% | ||
| 36 | BLAIR WILLIAM & CO/IL | 22,035 | 1,465,000 | 0.31% | ||
| 37 | IFP ADVISORS, INC | 21,091 | 1,402,000 | 0.30% | ||
| 38 | Community Bank, N.A. | 20,300 | 1,350,000 | 0.29% | ||
| 39 | STIFEL FINANCIAL CORP | 19,476 | 1,293,000 | 0.28% | ||
| 40 | FOSTER DYKEMA CABOT & CO INC/MA | 18,116 | 1,204,000 | 0.26% | ||
| 41 | First Allied Advisory Services, Inc. | 17,505 | 1,164,000 | 0.25% | ||
| 42 | Frontier Wealth Management LLC | 17,277 | 1,149,000 | 0.25% | ||
| 43 | Concert Wealth Management Inc. | 17,002 | 1,131,000 | 0.24% | ||
| 44 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,388 | 1,023,000 | 0.22% | ||
| 45 | INTERACTIVE FINANCIAL ADVISORS, INC. | 15,372 | 1,022,000 | 0.22% | ||
| 46 | B. Riley Wealth Advisors, Inc. | 14,751 | 981,000 | 0.21% | ||
| 47 | OPUS INVESTMENT MANAGEMENT INC | 14,600 | 971,000 | 0.21% | ||
| 48 | Private Advisor Group, LLC | 14,606 | 955,000 | 0.20% | ||
| 49 | PNC FINANCIAL SERVICES GROUP, INC. | 14,251 | 948,000 | 0.20% | ||
| 50 | BOKF, NA | 14,195 | 944,000 | 0.20% |
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.
