| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 788,345 | 18,121,000 | 33.12% | ||
| 2 | MORGAN STANLEY | 597,266 | 13,728,000 | 25.09% | ||
| 3 | LPL Financial LLC | 348,887 | 8,150,000 | 14.90% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 80,341 | 1,847,000 | 3.38% | ||
| 5 | Janney Montgomery Scott LLC | 52,164 | 1,199,000 | 2.19% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 46,360 | 1,065,000 | 1.95% | ||
| 7 | UBS Group AG | 42,951 | 987,000 | 1.80% | ||
| 8 | WESPAC Advisors, LLC | 38,994 | 896,000 | 1.64% | ||
| 9 | CITADEL ADVISORS LLC | 37,961 | 873,000 | 1.60% | ||
| 10 | Invesco Ltd. | 36,681 | 843,000 | 1.54% | ||
| 11 | Private Ocean, LLC | 31,250 | 718,000 | 1.31% | ||
| 12 | EDMOND DE ROTHSCHILD HOLDING S.A. | 31,000 | 713,000 | 1.30% | ||
| 13 | JPMORGAN CHASE & CO | 23,129 | 532,000 | 0.97% | ||
| 14 | Koshinski Asset Management, Inc. | 23,058 | 530,000 | 0.97% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 22,906 | 526,000 | 0.96% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 22,600 | 519,000 | 0.95% | ||
| 17 | Commonwealth Equity Services, Inc | 21,714 | 499,000 | 0.91% | ||
| 18 | STIFEL FINANCIAL CORP | 20,778 | 479,000 | 0.88% | ||
| 19 | SCOTIA CAPITAL INC. | 15,502 | 357,000 | 0.65% | ||
| 20 | Virtu KCG Holdings LLC | 13,756 | 316,000 | 0.58% | ||
| 21 | MSI Financial Services Inc | 12,172 | 280,000 | 0.51% | ||
| 22 | Private Advisor Group, LLC | 11,772 | 279,000 | 0.51% | ||
| 23 | Mirae Asset Global Investments Co., Ltd. | 11,000 | 253,000 | 0.46% | ||
| 24 | STABLEFORD CAPITAL II LLC | 9,971 | 229,000 | 0.42% | ||
| 25 | ADVISOR GROUP, INC. | 6,813 | 156,000 | 0.29% | ||
| 26 | SYNOVUS FINANCIAL CORP | 6,334 | 146,000 | 0.27% | ||
| 27 | PNC FINANCIAL SERVICES GROUP, INC. | 5,007 | 114,000 | 0.21% | ||
| 28 | AlphaMark Advisors, LLC | 4,215 | 97,000 | 0.18% | ||
| 29 | ROYAL BANK OF CANADA | 2,501 | 57,000 | 0.10% | ||
| 30 | Creative Planning | 2,335 | 54,000 | 0.10% | ||
| 31 | US BANCORP \DE\ | 2,000 | 46,000 | 0.08% | ||
| 32 | GLOBAL RETIREMENT PARTNERS, LLC | 1,085 | 25,000 | 0.05% | ||
| 33 | RISK PARADIGM GROUP, LLC | 1,021 | 23,467 | 0.04% | ||
| 34 | NEXT Financial Group, Inc | 1,000 | 23,000 | 0.04% | ||
| 35 | Winslow, Evans & Crocker, Inc. | 700 | 16,090 | 0.03% | ||
| 36 | IFP ADVISORS, INC | 205 | 5,000 | 0.01% | ||
| 37 | CITIGROUP INC | 194 | 4,000 | 0.01% | ||
| 38 | Tower Research Capital LLC (TRC) | 174 | 4,000 | 0.01% | ||
| 39 | 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.
