| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 2,196,979 | 57,758,000 | 45.65% | ||
| 2 | MORGAN STANLEY | 942,534 | 24,780,000 | 19.59% | ||
| 3 | Callan Capital, LLC | 526,461 | 13,841,000 | 10.94% | ||
| 4 | UBS Group AG | 447,141 | 11,755,000 | 9.29% | ||
| 5 | LPL Financial LLC | 127,105 | 3,342,000 | 2.64% | ||
| 6 | COMERICA SECURITIES INC | 84,879 | 2,231,000 | 1.76% | ||
| 7 | Orion Porfolio Solutions, LLC | 84,607 | 2,224,000 | 1.76% | ||
| 8 | SNS Financial Group, LLC | 62,718 | 1,649,000 | 1.30% | ||
| 9 | ROYAL BANK OF CANADA | 61,179 | 1,608,000 | 1.27% | ||
| 10 | Janney Montgomery Scott LLC | 53,414 | 1,404,254 | 1.11% | ||
| 11 | BBVA USA Bancshares, Inc. | 42,150 | 1,108,000 | 0.88% | ||
| 12 | First Horizon Advisors, Inc. | 34,428 | 914,000 | 0.72% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 20,414 | 536,000 | 0.42% | ||
| 14 | First Heartland Consultants, Inc. | 18,324 | 482,000 | 0.38% | ||
| 15 | JPMORGAN CHASE & CO | 16,716 | 439,000 | 0.35% | ||
| 16 | GOLDMAN SACHS GROUP INC | 16,257 | 427,000 | 0.34% | ||
| 17 | STERNE AGEE GROUP, INC. | 15,878 | 417,000 | 0.33% | ||
| 18 | HL FINANCIAL SERVICES LLC | 11,006 | 289,000 | 0.23% | ||
| 19 | WFG Advisors, LP | 9,676 | 254,000 | 0.20% | ||
| 20 | OLD MISSION CAPITAL LLC | 9,556 | 251,000 | 0.20% | ||
| 21 | STIFEL FINANCIAL CORP | 9,286 | 244,000 | 0.19% | ||
| 22 | Efficient Market Advisors, LLC | 6,124 | 161,000 | 0.13% | ||
| 23 | Tower Research Capital LLC (TRC) | 4,922 | 129,000 | 0.10% | ||
| 24 | AMERICAN INTERNATIONAL GROUP, INC. | 4,026 | 105,843 | 0.08% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,275 | 60,000 | 0.05% | ||
| 26 | Stratos Wealth Partners, LTD. | 1,343 | 35,307 | 0.03% | ||
| 27 | MSI Financial Services Inc | 865 | 23,000 | 0.02% | ||
| 28 | NEXT Financial Group, Inc | 600 | 16,000 | 0.01% | ||
| 29 | Intersect Capital LLC | 700 | 15,000 | 0.01% | ||
| 30 | D.A. DAVIDSON & CO. | 430 | 11,000 | 0.01% | ||
| 31 | Regal Investment Advisors LLC | 300 | 8,000 | 0.01% |
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.
