| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Linscomb Wealth, Inc. | 1,536,184 | 103,385,000 | 21.29% | ||
| 2 | MORGAN STANLEY | 689,660 | 46,414,000 | 9.56% | ||
| 3 | ASSETMARK, INC | 471,793 | 31,752,000 | 6.54% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 372,417 | 25,064,000 | 5.16% | ||
| 5 | DAIDO LIFE INSURANCE CO | 359,731 | 24,210,000 | 4.99% | ||
| 6 | WELLS FARGO & COMPANY/MN | 313,101 | 21,071,000 | 4.34% | ||
| 7 | Psagot Value Holdings Ltd. | 278,015 | 18,710,000 | 3.85% | ||
| 8 | Commonwealth Equity Services, Inc | 274,082 | 18,446,000 | 3.80% | ||
| 9 | LPL Financial LLC | 237,799 | 16,111,000 | 3.32% | ||
| 10 | Cetera Advisor Networks LLC | 222,148 | 14,949,000 | 3.08% | ||
| 11 | HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV | 221,110 | 14,881,000 | 3.06% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 190,297 | 12,807,000 | 2.64% | ||
| 13 | Evanson Asset Management, LLC | 178,606 | 12,020,000 | 2.48% | ||
| 14 | UBS Group AG | 165,042 | 11,107,000 | 2.29% | ||
| 15 | FUKOKU MUTUAL LIFE INSURANCE CO | 150,000 | 10,095,000 | 2.08% | ||
| 16 | HARVEST CAPITAL MANAGEMENT INC | 96,180 | 6,472,000 | 1.33% | ||
| 17 | COBIZ WEALTH, LLC | 86,906 | 5,849,000 | 1.20% | ||
| 18 | LVM CAPITAL MANAGEMENT LTD/MI | 79,825 | 5,372,000 | 1.11% | ||
| 19 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 68,813 | 4,621,000 | 0.95% | ||
| 20 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 66,173 | 4,483,000 | 0.92% | ||
| 21 | ROYAL BANK OF CANADA | 55,957 | 3,767,000 | 0.78% | ||
| 22 | Janney Montgomery Scott LLC | 51,580 | 3,471,000 | 0.71% | ||
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,410 | 2,921,000 | 0.60% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 42,712 | 2,875,000 | 0.59% | ||
| 25 | JANE STREET GROUP, LLC | 38,856 | 2,615,000 | 0.54% | ||
| 26 | Camarda Financial Advisors, LLC | 33,952 | 2,285,000 | 0.47% | ||
| 27 | MSI Financial Services Inc | 33,146 | 2,231,000 | 0.46% | ||
| 28 | STRATEGIC FINANCIAL GROUP, LLC | 32,971 | 2,219,000 | 0.46% | ||
| 29 | SII INVESTMENTS INC/WI | 32,066 | 2,157,000 | 0.44% | ||
| 30 | Trutina Financial LLC | 31,397 | 2,113,000 | 0.44% | ||
| 31 | SG Americas Securities, LLC | 25,677 | 1,728,000 | 0.36% | ||
| 32 | COMMERCE BANK | 25,205 | 1,696,000 | 0.35% | ||
| 33 | EXENCIAL WEALTH ADVISORS, LLC | 24,060 | 1,619,000 | 0.33% | ||
| 34 | OLD NATIONAL BANCORP /IN/ | 23,623 | 1,590,000 | 0.33% | ||
| 35 | EASTERN BANK | 23,228 | 1,564,000 | 0.32% | ||
| 36 | BLAIR WILLIAM & CO/IL | 21,535 | 1,449,000 | 0.30% | ||
| 37 | Concert Wealth Management Inc. | 20,769 | 1,391,000 | 0.29% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 20,374 | 1,371,000 | 0.28% | ||
| 39 | IFP ADVISORS, INC | 20,017 | 1,347,000 | 0.28% | ||
| 40 | Community Bank, N.A. | 19,200 | 1,292,000 | 0.27% | ||
| 41 | STIFEL FINANCIAL CORP | 18,315 | 1,235,000 | 0.25% | ||
| 42 | First Allied Advisory Services, Inc. | 18,146 | 1,221,000 | 0.25% | ||
| 43 | Frontier Wealth Management LLC | 17,277 | 1,163,000 | 0.24% | ||
| 44 | FOSTER DYKEMA CABOT & CO INC/MA | 16,919 | 1,139,000 | 0.23% | ||
| 45 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,388 | 1,036,000 | 0.21% | ||
| 46 | PNC FINANCIAL SERVICES GROUP, INC. | 14,311 | 963,000 | 0.20% | ||
| 47 | BOKF, NA | 14,095 | 949,000 | 0.20% | ||
| 48 | FUSION FAMILY WEALTH, LLC | 13,891 | 932,000 | 0.19% | SH | |
| 49 | Capital Analysts, LLC | 13,800 | 929,000 | 0.19% | ||
| 50 | Private Advisor Group, LLC | 13,631 | 916,000 | 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.
