| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 397,615 | 10,811,000 | 28.34% | ||
| 2 | ASSETMARK, INC | 287,839 | 7,826,000 | 20.51% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 124,218 | 3,377,000 | 8.85% | ||
| 4 | LPL Financial LLC | 123,078 | 3,335,000 | 8.74% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 118,841 | 3,231,000 | 8.47% | ||
| 6 | UBS Group AG | 90,621 | 2,464,000 | 6.46% | ||
| 7 | JANE STREET GROUP, LLC | 64,166 | 1,745,000 | 4.57% | ||
| 8 | MORGAN STANLEY | 57,405 | 1,561,000 | 4.09% | ||
| 9 | Fisher Asset Management, LLC | 43,573 | 1,184,000 | 3.10% | ||
| 10 | Commonwealth Equity Services, Inc | 32,500 | 884,000 | 2.32% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 13,665 | 372,000 | 0.98% | ||
| 12 | Checchi Capital Advisers, LLC | 12,610 | 343,000 | 0.90% | ||
| 13 | Cambridge Investment Research Advisors, Inc. | 11,598 | 315,000 | 0.83% | ||
| 14 | JPMORGAN CHASE & CO | 10,537 | 286,000 | 0.75% | ||
| 15 | Atria Investments, Inc | 9,845 | 268,000 | 0.70% | ||
| 16 | ROYAL BANK OF CANADA | 3,779 | 102,000 | 0.27% | ||
| 17 | CITIGROUP INC | 725 | 20,000 | 0.05% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 507 | 14,000 | 0.04% | ||
| 19 | IFP ADVISORS, INC | 188 | 5,000 | 0.01% | ||
| 20 | D.A. DAVIDSON & CO. | 190 | 5,000 | 0.01% | ||
| 21 | MSI Financial Services Inc | 154 | 4,000 | 0.01% | ||
| 22 | 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.
