| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 170,226 | 21,195,000 | 12.84% | ||
| 2 | MORGAN STANLEY | 129,883 | 16,172,000 | 9.80% | ||
| 3 | AMERIPRISE FINANCIAL INC | 105,394 | 13,114,000 | 7.94% | ||
| 4 | Brouwer & Janachowski, LLC | 103,992 | 12,948,000 | 7.84% | ||
| 5 | UBS Group AG | 93,883 | 11,689,000 | 7.08% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 83,042 | 10,339,000 | 6.26% | ||
| 7 | JANE STREET GROUP, LLC | 75,459 | 9,395,000 | 5.69% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 74,475 | 9,279,000 | 5.62% | ||
| 9 | LPL Financial LLC | 60,591 | 7,577,000 | 4.59% | ||
| 10 | BESSEMER GROUP INC | 47,185 | 5,875,000 | 3.56% | ||
| 11 | Commonwealth Equity Services, Inc | 44,495 | 5,540,000 | 3.36% | ||
| 12 | STIFEL FINANCIAL CORP | 39,826 | 4,950,000 | 3.00% | ||
| 13 | BRIDGEWORTH, LLC | 25,706 | 3,223,000 | 1.95% | ||
| 14 | GOLDMAN SACHS GROUP INC | 25,204 | 3,138,000 | 1.90% | ||
| 15 | SG Americas Securities, LLC | 22,414 | 2,791,000 | 1.69% | ||
| 16 | Marble Harbor Investment Counsel, LLC | 18,363 | 2,286,000 | 1.38% | ||
| 17 | Cetera Advisors LLC | 13,128 | 1,619,000 | 0.98% | ||
| 18 | FIRST FOUNDATION ADVISORS | 12,480 | 1,554,000 | 0.94% | ||
| 19 | ADVISOR GROUP, INC. | 12,401 | 1,544,000 | 0.94% | ||
| 20 | THOMPSON SIEGEL & WALMSLEY LLC | 10,929 | 1,361,000 | 0.82% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 10,828 | 1,348,000 | 0.82% | ||
| 22 | Coastline Trust Co | 9,705 | 1,208,000 | 0.73% | ||
| 23 | PRIVATE ADVISORY GROUP LLC | 9,335 | 1,162,000 | 0.70% | ||
| 24 | Private Advisor Group, LLC | 9,087 | 1,138,000 | 0.69% | ||
| 25 | ASSET PLANNING SERVICES, LTD. | 9,139 | 1,138,000 | 0.69% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 8,698 | 1,083,000 | 0.66% | ||
| 27 | MSI Financial Services Inc | 8,593 | 1,070,000 | 0.65% | ||
| 28 | ZEKE CAPITAL ADVISORS, LLC | 6,580 | 819,000 | 0.50% | ||
| 29 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6,560 | 817,000 | 0.49% | ||
| 30 | HBK Sorce Advisory LLC | 5,577 | 694,000 | 0.42% | ||
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,523 | 688,000 | 0.42% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 5,498 | 685,000 | 0.41% | ||
| 33 | BANK OF MONTREAL /CAN/ | 5,359 | 652,000 | 0.39% | ||
| 34 | ROYAL BANK OF CANADA | 5,032 | 626,000 | 0.38% | ||
| 35 | FIRST NATIONAL BANK OF OMAHA | 4,500 | 560,000 | 0.34% | ||
| 36 | CITIGROUP INC | 4,335 | 540,000 | 0.33% | ||
| 37 | Cetera Advisor Networks LLC | 4,136 | 514,000 | 0.31% | ||
| 38 | IFP ADVISORS, INC | 4,062 | 506,000 | 0.31% | ||
| 39 | First Allied Advisory Services, Inc. | 3,898 | 485,000 | 0.29% | ||
| 40 | FDx Advisors, Inc. | 3,777 | 470,000 | 0.28% | ||
| 41 | First Heartland Consultants, Inc. | 3,467 | 432,000 | 0.26% | ||
| 42 | Veritable, L.P. | 3,446 | 429,000 | 0.26% | ||
| 43 | FLAGSHIP HARBOR ADVISORS, LLC | 2,859 | 352,000 | 0.21% | ||
| 44 | KEYBANK NATIONAL ASSOCIATION/OH | 2,779 | 346,000 | 0.21% | ||
| 45 | PETTYJOHN, WOOD & WHITE, INC | 2,365 | 294,000 | 0.18% | ||
| 46 | CAPTRUST FINANCIAL ADVISORS | 2,058 | 256,000 | 0.16% | ||
| 47 | DONALDSON CAPITAL MANAGEMENT, LLC | 2,000 | 249,000 | 0.15% | ||
| 48 | BLAIR WILLIAM & CO/IL | 1,736 | 216,000 | 0.13% | ||
| 49 | US BANCORP \DE\ | 1,335 | 166,000 | 0.10% | ||
| 50 | WFG Advisors, LP | 903 | 112,000 | 0.07% |
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.
