| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,510,298 | 43,466,000 | 16.86% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,008,331 | 29,019,000 | 11.26% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 853,760 | 24,571,000 | 9.53% | ||
| 4 | UBS Group AG | 680,399 | 19,582,000 | 7.60% | ||
| 5 | WELLS FARGO & COMPANY/MN | 609,508 | 17,542,000 | 6.80% | ||
| 6 | KEYBANK NATIONAL ASSOCIATION/OH | 574,300 | 16,528,000 | 6.41% | ||
| 7 | ROYAL BANK OF CANADA | 530,328 | 15,262,000 | 5.92% | ||
| 8 | JANE STREET GROUP, LLC | 461,905 | 13,294,000 | 5.16% | ||
| 9 | Haverford Trust Co | 438,730 | 12,627,000 | 4.90% | ||
| 10 | LEUTHOLD GROUP, LLC | 194,625 | 5,601,000 | 2.17% | ||
| 11 | Bangor Savings Bank | 179,839 | 5,176,000 | 2.01% | ||
| 12 | LPL Financial LLC | 170,180 | 4,910,000 | 1.90% | ||
| 13 | NewSquare Capital LLC | 128,103 | 3,687,000 | 1.43% | ||
| 14 | GOULD ASSET MANAGEMENT LLC /CA/ | 115,042 | 3,311,000 | 1.28% | ||
| 15 | Invesco Ltd. | 101,538 | 2,922,000 | 1.13% | ||
| 16 | Manifold Partners, LLC | 95,050 | 2,736,000 | 1.06% | ||
| 17 | JANUS HENDERSON INVESTORS US LLC | 90,000 | 2,590,000 | 1.00% | ||
| 18 | GUGGENHEIM CAPITAL LLC | 81,077 | 2,333,000 | 0.90% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 79,033 | 2,275,000 | 0.88% | ||
| 20 | CABOT WEALTH MANAGEMENT INC | 76,258 | 2,195,000 | 0.85% | ||
| 21 | Patten Group, Inc. | 74,515 | 2,144,541 | 0.83% | ||
| 22 | Yellowstone Partners, LLC | 53,808 | 1,549,000 | 0.60% | ||
| 23 | Exchange Capital Management, Inc. | 52,352 | 1,507,000 | 0.58% | ||
| 24 | BB&T SECURITIES, LLC | 49,356 | 1,420,000 | 0.55% | ||
| 25 | ENVESTNET ASSET MANAGEMENT INC | 49,097 | 1,413,000 | 0.55% | ||
| 26 | NEW ENGLAND ASSET MANAGEMENT INC | 44,990 | 1,295,000 | 0.50% | ||
| 27 | OPPENHEIMER & CO INC | 35,848 | 1,032,000 | 0.40% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 32,439 | 934,000 | 0.36% | ||
| 29 | Stadion Money Management, LLC | 31,454 | 905,000 | 0.35% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 23,248 | 669,000 | 0.26% | ||
| 31 | Tortoise Investment Management, LLC | 22,400 | 645,000 | 0.25% | ||
| 32 | Atria Investments, Inc | 20,366 | 586,000 | 0.23% | ||
| 33 | Virtu KCG Holdings LLC | 19,730 | 568,000 | 0.22% | ||
| 34 | STRINGER ASSET MANAGEMENT, LLC | 19,735 | 568,000 | 0.22% | ||
| 35 | AVIANCE CAPITAL MANAGEMENT, LLC | 19,174 | 552,000 | 0.21% | ||
| 36 | WEDBUSH SECURITIES INC | 18,740 | 539,000 | 0.21% | ||
| 37 | M&T BANK CORP | 17,661 | 508,000 | 0.20% | ||
| 38 | BOSTON ADVISORS LLC | 15,910 | 458,000 | 0.18% | ||
| 39 | Cetera Advisor Networks LLC | 14,907 | 450,000 | 0.17% | ||
| 40 | DOMANI WEALTH, LLC | 15,518 | 447,000 | 0.17% | ||
| 41 | TRUSTMARK BANK TRUST DEPARTMENT | 14,983 | 431,000 | 0.17% | ||
| 42 | Commonwealth Equity Services, Inc | 14,502 | 417,000 | 0.16% | ||
| 43 | Paradigm Financial Advisors, LLC | 14,286 | 411,000 | 0.16% | ||
| 44 | VICUS CAPITAL | 13,745 | 396,000 | 0.15% | ||
| 45 | Raymond James Financial Services Advisors, Inc. | 13,231 | 381,000 | 0.15% | ||
| 46 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13,168 | 379,000 | 0.15% | ||
| 47 | Private Advisor Group, LLC | 13,010 | 374,000 | 0.15% | ||
| 48 | Janney Montgomery Scott LLC | 12,455 | 358,455 | 0.14% | ||
| 49 | IFC Holdings Incorporated/FL | 11,841 | 341,000 | 0.13% | ||
| 50 | AMERIPRISE FINANCIAL INC | 11,631 | 335,000 | 0.13% |
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.
