| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,487,077 | 43,542,000 | 17.18% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 938,664 | 27,484,000 | 10.84% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 890,991 | 26,088,000 | 10.29% | ||
| 4 | UBS Group AG | 756,866 | 22,161,000 | 8.74% | ||
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | 565,601 | 16,561,000 | 6.53% | ||
| 6 | ROYAL BANK OF CANADA | 528,392 | 15,472,000 | 6.10% | ||
| 7 | WELLS FARGO & COMPANY/MN | 518,721 | 15,188,000 | 5.99% | ||
| 8 | Atria Investments, Inc | 402 | 13,737,000 | 5.42% | ||
| 9 | Haverford Trust Co | 436,413 | 12,799,000 | 5.05% | ||
| 10 | Bangor Savings Bank | 198,319 | 5,806,000 | 2.29% | ||
| 11 | LEUTHOLD GROUP, LLC | 194,996 | 5,709,000 | 2.25% | ||
| 12 | LPL Financial LLC | 160,038 | 4,686,000 | 1.85% | ||
| 13 | NewSquare Capital LLC | 119,975 | 3,513,000 | 1.39% | ||
| 14 | GUGGENHEIM CAPITAL LLC | 94,962 | 2,781,000 | 1.10% | ||
| 15 | Invesco Ltd. | 86,056 | 2,520,000 | 0.99% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 79,919 | 2,340,000 | 0.92% | ||
| 17 | Janney Montgomery Scott LLC | 72,471 | 2,122,000 | 0.84% | ||
| 18 | CABOT WEALTH MANAGEMENT INC | 70,592 | 2,067,000 | 0.82% | ||
| 19 | GOULD ASSET MANAGEMENT LLC /CA/ | 66,936 | 1,960,000 | 0.77% | ||
| 20 | Patten Group, Inc. | 63,500 | 1,815,360 | 0.72% | ||
| 21 | Yellowstone Partners, LLC | 48,783 | 1,428,000 | 0.56% | ||
| 22 | Exchange Capital Management, Inc. | 48,294 | 1,414,000 | 0.56% | ||
| 23 | BB&T SECURITIES, LLC | 47,483 | 1,390,000 | 0.55% | ||
| 24 | NEW ENGLAND ASSET MANAGEMENT INC | 44,990 | 1,317,000 | 0.52% | ||
| 25 | Stadion Money Management, LLC | 38,364 | 1,123,000 | 0.44% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 32,393 | 949,000 | 0.37% | ||
| 27 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30,289 | 887,000 | 0.35% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 30,300 | 887,000 | 0.35% | ||
| 29 | Haverford Financial Services, Inc. | 29,121 | 854,000 | 0.34% | ||
| 30 | AVALON CAPITAL MANAGEMENT | 26,971 | 790,000 | 0.31% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 26,517 | 776,000 | 0.31% | ||
| 32 | ENVESTNET ASSET MANAGEMENT INC | 24,566 | 719,000 | 0.28% | ||
| 33 | M&T BANK CORP | 23,161 | 678,000 | 0.27% | ||
| 34 | Tortoise Investment Management, LLC | 20,858 | 611,000 | 0.24% | ||
| 35 | OPTIMUM INVESTMENT ADVISORS | 19,759 | 579,000 | 0.23% | ||
| 36 | WEDBUSH SECURITIES INC | 18,880 | 553,000 | 0.22% | ||
| 37 | AMERIPRISE FINANCIAL INC | 15,326 | 449,000 | 0.18% | ||
| 38 | BOSTON ADVISORS LLC | 15,310 | 448,000 | 0.18% | ||
| 39 | TRUSTMARK BANK TRUST DEPARTMENT | 14,983 | 439,000 | 0.17% | ||
| 40 | DOMANI WEALTH, LLC | 14,787 | 433,000 | 0.17% | ||
| 41 | Paradigm Financial Advisors, LLC | 14,286 | 418,000 | 0.16% | ||
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,120 | 413,000 | 0.16% | ||
| 43 | Cetera Advisor Networks LLC | 13,907 | 408,000 | 0.16% | ||
| 44 | VICUS CAPITAL | 13,745 | 402,000 | 0.16% | ||
| 45 | Private Advisor Group, LLC | 13,705 | 401,000 | 0.16% | ||
| 46 | Commonwealth Equity Services, Inc | 11,860 | 347,000 | 0.14% | ||
| 47 | White Pine Investment CO | 11,145 | 326,000 | 0.13% | ||
| 48 | Liberty Street Advisors, Inc. | 10,920 | 320,000 | 0.13% | ||
| 49 | IFC Holdings Incorporated/FL | 10,336 | 299,000 | 0.12% | ||
| 50 | WADE G W & INC | 9,939 | 291,000 | 0.11% |
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.
