| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,054,019 | 72,654,000 | 61.30% | ||
| 2 | MORGAN STANLEY | 159,358 | 10,984,000 | 9.27% | ||
| 3 | UBS Group AG | 54,991 | 3,791,000 | 3.20% | ||
| 4 | XPONANCE LLC | 43,736 | 3,014,000 | 2.54% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 36,643 | 2,526,000 | 2.13% | ||
| 6 | AMERIPRISE FINANCIAL INC | 31,524 | 2,173,000 | 1.83% | ||
| 7 | RUSSELL FRANK CO/ | 29,995 | 2,068,000 | 1.74% | ||
| 8 | Gateway Advisory, LLC | 29,579 | 2,039,000 | 1.72% | ||
| 9 | SG Americas Securities, LLC | 28,220 | 1,945,000 | 1.64% | ||
| 10 | ROYAL BANK OF CANADA | 21,742 | 1,499,000 | 1.26% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 20,364 | 1,404,000 | 1.18% | ||
| 12 | GOLDMAN SACHS GROUP INC | 19,255 | 1,327,000 | 1.12% | ||
| 13 | GUPTA WEALTH MANAGEMENT LLC | 18,986 | 1,309,000 | 1.10% | ||
| 14 | Hilltop Holdings Inc. | 16,543 | 1,140,000 | 0.96% | ||
| 15 | STIFEL FINANCIAL CORP | 15,787 | 1,088,000 | 0.92% | ||
| 16 | B. Riley Wealth Advisors, Inc. | 14,972 | 1,032,000 | 0.87% | ||
| 17 | Montecito Bank & Trust | 14,725 | 1,015,000 | 0.86% | ||
| 18 | COOKSON PEIRCE & CO INC | 13,890 | 957,000 | 0.81% | SH | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 13,187 | 909,000 | 0.77% | ||
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,820 | 815,000 | 0.69% | ||
| 21 | JPMORGAN CHASE & CO | 9,811 | 676,000 | 0.57% | ||
| 22 | Somerset Trust Co | 9,699 | 669,000 | 0.56% | ||
| 23 | AMERICAN INTERNATIONAL GROUP, INC. | 9,018 | 621,604 | 0.52% | ||
| 24 | LPL Financial LLC | 8,459 | 580,000 | 0.49% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,726 | 532,000 | 0.45% | ||
| 26 | CUE ADVISORY SERVICES, INC. | 7,365 | 507,000 | 0.43% | ||
| 27 | HL FINANCIAL SERVICES LLC | 4,025 | 277,000 | 0.23% | ||
| 28 | Sigma Planning Corp | 3,379 | 233,000 | 0.20% | ||
| 29 | Janney Montgomery Scott LLC | 2,924 | 202,000 | 0.17% | ||
| 30 | Advisors Preferred, LLC | 2,903 | 200,104 | 0.17% | ||
| 31 | SOLARIS ASSET MANAGEMENT LLC | 1,530 | 105,000 | 0.09% | ||
| 32 | FIFTH THIRD BANCORP | 1,463 | 101,000 | 0.09% | ||
| 33 | US BANCORP \DE\ | 789 | 54,000 | 0.05% | ||
| 34 | Winslow, Evans & Crocker, Inc. | 300 | 20,680 | 0.02% | ||
| 35 | WFG Advisors, LP | 200 | 14,000 | 0.01% | ||
| 36 | OPTIMUM INVESTMENT ADVISORS | 143 | 10,000 | 0.01% | ||
| 37 | TCI Wealth Advisors, Inc. | 146 | 10,000 | 0.01% | ||
| 38 | BANK OF MONTREAL /CAN/ | 149 | 10,000 | 0.01% | ||
| 39 | Creative Planning | 130 | 9,000 | 0.01% | ||
| 40 | CITIGROUP INC | 87 | 6,000 | 0.01% | ||
| 41 | BENJAMIN F. EDWARDS & COMPANY, INC. | 79 | 5,000 | 0.00% | ||
| 42 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
