| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 549,539 | 3,369,000 | 56.80% | ||
| 2 | IFC Holdings Incorporated/FL | 112,958 | 698,000 | 11.77% | ||
| 3 | Commonwealth Equity Services, Inc | 99,241 | 608,000 | 10.25% | ||
| 4 | ADVISOR GROUP, INC. | 50,999 | 311,000 | 5.24% | ||
| 5 | Raymond James Financial Services Advisors, Inc. | 21,067 | 129,000 | 2.18% | ||
| 6 | DOLIVER ADVISORS, LP | 18,304 | 113,000 | 1.91% | ||
| 7 | LPL Financial LLC | 18,225 | 112,000 | 1.89% | ||
| 8 | AMERIPRISE FINANCIAL INC | 17,444 | 107,000 | 1.80% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 16,293 | 100,000 | 1.69% | ||
| 10 | CITIGROUP INC | 14,735 | 90,000 | 1.52% | ||
| 11 | ROYAL BANK OF CANADA | 13,045 | 80,000 | 1.35% | ||
| 12 | MORGAN STANLEY | 10,921 | 67,000 | 1.13% | ||
| 13 | UBS Group AG | 9,025 | 56,000 | 0.94% | ||
| 14 | SYNOVUS FINANCIAL CORP | 6,597 | 40,000 | 0.67% | ||
| 15 | NEXT Financial Group, Inc | 4,942 | 30,000 | 0.51% | ||
| 16 | FineMark National Bank & Trust | 3,000 | 18,000 | 0.30% | ||
| 17 | IFP ADVISORS, INC | 250 | 2,000 | 0.03% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 226 | 1,000 | 0.02% |
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.
