| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 462,295 | 4,877,000 | 18.66% | ||
| 2 | MORGAN STANLEY | 399,634 | 4,169,000 | 15.95% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 384,141 | 4,007,000 | 15.33% | ||
| 4 | UBS Group AG | 382,707 | 3,991,000 | 15.27% | ||
| 5 | FIRST FOUNDATION ADVISORS | 220,635 | 2,301,000 | 8.80% | ||
| 6 | WELLS FARGO & COMPANY/MN | 151,323 | 1,579,000 | 6.04% | ||
| 7 | Invesco Ltd. | 131,291 | 1,369,000 | 5.24% | ||
| 8 | Cetera Advisor Networks LLC | 45,200 | 469,000 | 1.79% | ||
| 9 | IFP ADVISORS, INC | 40,543 | 423,000 | 1.62% | ||
| 10 | Raymond James Financial Services Advisors, Inc. | 38,885 | 406,000 | 1.55% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 36,980 | 386,000 | 1.48% | ||
| 12 | ROYAL BANK OF CANADA | 29,634 | 309,000 | 1.18% | ||
| 13 | Commonwealth Equity Services, Inc | 24,909 | 260,000 | 0.99% | ||
| 14 | WEDBUSH SECURITIES INC | 21,073 | 220,000 | 0.84% | ||
| 15 | Montecito Bank & Trust | 17,975 | 187,000 | 0.72% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 17,645 | 184,000 | 0.70% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 14,733 | 154,000 | 0.59% | ||
| 18 | Squarepoint Ops LLC | 12,200 | 127,000 | 0.49% | ||
| 19 | Windsor Capital Management, LLC | 11,463 | 119,000 | 0.46% | ||
| 20 | Efficient Market Advisors, LLC | 11,250 | 117,000 | 0.45% | ||
| 21 | BOSTON ADVISORS LLC | 10,000 | 104,000 | 0.40% | ||
| 22 | GIRARD SECURITIES, INC. | 10,000 | 104,000 | 0.40% | ||
| 23 | PARALLEL ADVISORS, LLC | 6,000 | 63,000 | 0.24% | ||
| 24 | D.A. DAVIDSON & CO. | 4,977 | 51,000 | 0.20% | ||
| 25 | WHITTIER TRUST CO | 4,800 | 50,000 | 0.19% | ||
| 26 | Gemmer Asset Management LLC | 4,688 | 49,000 | 0.19% | ||
| 27 | GLOBAL RETIREMENT PARTNERS, LLC | 2,500 | 26,000 | 0.10% | ||
| 28 | Creative Planning | 1,400 | 15,000 | 0.06% | ||
| 29 | WESPAC ADVISORS SOCAL, LLC | 990 | 10,326 | 0.04% | ||
| 30 | ACROSPIRE INVESTMENT MANAGEMENT LLC | 500 | 5,000 | 0.02% | ||
| 31 | US BANCORP \DE\ | 500 | 5,000 | 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.
