| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 710,986 | 15,648,000 | 30.58% | ||
| 2 | MORGAN STANLEY | 555,677 | 12,231,000 | 23.91% | ||
| 3 | LPL Financial LLC | 329,922 | 7,149,000 | 13.97% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 74,541 | 1,641,000 | 3.21% | ||
| 5 | JANE STREET GROUP, LLC | 72,898 | 1,604,000 | 3.14% | ||
| 6 | SYNOVUS FINANCIAL CORP | 61,072 | 1,345,000 | 2.63% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 54,606 | 1,206,000 | 2.36% | ||
| 8 | UBS Group AG | 46,329 | 1,020,000 | 1.99% | ||
| 9 | Janney Montgomery Scott LLC | 41,876 | 922,000 | 1.80% | ||
| 10 | WESPAC Advisors, LLC | 34,825 | 766,000 | 1.50% | ||
| 11 | Invesco Ltd. | 33,862 | 745,000 | 1.46% | ||
| 12 | Private Ocean, LLC | 31,250 | 688,000 | 1.34% | ||
| 13 | EDMOND DE ROTHSCHILD (SUISSE) S.A. | 30,500 | 671,000 | 1.31% | ||
| 14 | EDMOND DE ROTHSCHILD HOLDING S.A. | 30,500 | 671,000 | 1.31% | ||
| 15 | JPMORGAN CHASE & CO | 23,129 | 509,000 | 0.99% | ||
| 16 | ADVISOR GROUP, INC. | 22,958 | 506,000 | 0.99% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 22,082 | 486,000 | 0.95% | ||
| 18 | Koshinski Asset Management, Inc. | 21,319 | 469,000 | 0.92% | ||
| 19 | Commonwealth Equity Services, Inc | 21,175 | 466,000 | 0.91% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 20,797 | 458,000 | 0.90% | ||
| 21 | STIFEL FINANCIAL CORP | 17,190 | 377,000 | 0.74% | ||
| 22 | CITADEL ADVISORS LLC | 17,034 | 375,000 | 0.73% | ||
| 23 | CULLEN/FROST BANKERS, INC. | 13,843 | 305,000 | 0.60% | ||
| 24 | Virtu KCG Holdings LLC | 11,610 | 256,000 | 0.50% | ||
| 25 | MSI Financial Services Inc | 10,495 | 231,000 | 0.45% | ||
| 26 | PNC FINANCIAL SERVICES GROUP, INC. | 5,953 | 131,000 | 0.26% | ||
| 27 | Advisory Services Network, LLC | 3,332 | 73,000 | 0.14% | ||
| 28 | Creative Planning | 2,289 | 50,000 | 0.10% | ||
| 29 | US BANCORP \DE\ | 2,000 | 44,000 | 0.09% | ||
| 30 | Concert Wealth Management Inc. | 1,112 | 24,000 | 0.05% | ||
| 31 | ROYAL BANK OF CANADA | 1,100 | 24,000 | 0.05% | ||
| 32 | RISK PARADIGM GROUP, LLC | 1,021 | 22,472 | 0.04% | ||
| 33 | NEXT Financial Group, Inc | 1,000 | 22,000 | 0.04% | ||
| 34 | Winslow, Evans & Crocker, Inc. | 450 | 9,906 | 0.02% | ||
| 35 | CITIGROUP INC | 394 | 9,000 | 0.02% | ||
| 36 | IFP ADVISORS, INC | 205 | 5,000 | 0.01% | ||
| 37 | Alexandria Capital, LLC | 117 | 3,000 | 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.
