| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,979,982 | 62,349,000 | 16.71% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,285,844 | 40,492,000 | 10.85% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,165,678 | 36,707,000 | 9.84% | ||
| 4 | UBS Group AG | 1,120,798 | 35,294,000 | 9.46% | ||
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 1,044,646 | 32,896,000 | 8.82% | ||
| 6 | KEYBANK NATIONAL ASSOCIATION/OH | 755,119 | 23,779,000 | 6.37% | ||
| 7 | ROYAL BANK OF CANADA | 568,482 | 17,901,000 | 4.80% | ||
| 8 | Haverford Trust Co | 464,152 | 14,616,000 | 3.92% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 310,602 | 9,781,000 | 2.62% | ||
| 10 | LPL Financial LLC | 288,703 | 9,198,000 | 2.47% | ||
| 11 | Bangor Savings Bank | 200,099 | 6,301,000 | 1.69% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 196,779 | 6,196,000 | 1.66% | ||
| 13 | Baker Avenue Asset Management, LP | 156,453 | 4,927,000 | 1.32% | ||
| 14 | AVALON CAPITAL MANAGEMENT | 148,934 | 4,690,000 | 1.26% | ||
| 15 | NewSquare Capital LLC | 112,211 | 3,534,000 | 0.95% | ||
| 16 | GUGGENHEIM CAPITAL LLC | 94,740 | 2,983,000 | 0.80% | ||
| 17 | AMERIPRISE FINANCIAL INC | 88,070 | 2,773,000 | 0.74% | ||
| 18 | TRUSTMARK BANK TRUST DEPARTMENT | 79,301 | 2,497,000 | 0.67% | ||
| 19 | Invesco Ltd. | 76,263 | 2,402,000 | 0.64% | ||
| 20 | Patten Group, Inc. | 69,960 | 2,203,068 | 0.59% | ||
| 21 | GOULD ASSET MANAGEMENT LLC /CA/ | 67,717 | 2,132,000 | 0.57% | ||
| 22 | ROBERTS GLORE & CO INC /IL/ | 65,751 | 2,070,000 | 0.55% | ||
| 23 | BB&T SECURITIES, LLC | 63,179 | 1,989,000 | 0.53% | ||
| 24 | ADVISOR GROUP, INC. | 62,091 | 1,952,000 | 0.52% | ||
| 25 | Kingfisher Capital LLC | 59,285 | 1,867,000 | 0.50% | ||
| 26 | Janney Montgomery Scott LLC | 64,305 | 1,864,000 | 0.50% | ||
| 27 | Advisory Alpha, LLC | 51,371 | 1,618,000 | 0.43% | ||
| 28 | LEUTHOLD GROUP, LLC | 47,278 | 1,489,000 | 0.40% | ||
| 29 | Tortoise Investment Management, LLC | 43,403 | 1,367,000 | 0.37% | ||
| 30 | Exchange Capital Management, Inc. | 42,660 | 1,343,000 | 0.36% | ||
| 31 | STIFEL FINANCIAL CORP | 41,911 | 1,321,000 | 0.35% | ||
| 32 | MARCO INVESTMENT MANAGEMENT LLC | 41,336 | 1,302,000 | 0.35% | ||
| 33 | Yellowstone Partners, LLC | 40,780 | 1,284,000 | 0.34% | ||
| 34 | ENVESTNET ASSET MANAGEMENT INC | 38,449 | 1,211,000 | 0.32% | ||
| 35 | Atria Investments, Inc | 35,424 | 1,127,000 | 0.30% | ||
| 36 | Karp Capital Management Corp | 34,092 | 1,074,000 | 0.29% | ||
| 37 | MSI Financial Services Inc | 34,086 | 1,073,000 | 0.29% | ||
| 38 | Raymond James Financial Services Advisors, Inc. | 33,327 | 1,049,000 | 0.28% | ||
| 39 | CIBC WORLD MARKET INC. | 33,086 | 1,042,000 | 0.28% | ||
| 40 | Jefferies Group LLC | 32,213 | 1,014,000 | 0.27% | ||
| 41 | Bison Wealth, LLC | 31,872 | 1,000,000 | 0.27% | ||
| 42 | BERGANKDV WEALTH MANAGEMENT, LLC | 31,052 | 978,000 | 0.26% | ||
| 43 | Cambridge Investment Research Advisors, Inc. | 30,435 | 958,000 | 0.26% | ||
| 44 | STRINGER ASSET MANAGEMENT, LLC | 29,932 | 943,000 | 0.25% | ||
| 45 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 27,061 | 839,000 | 0.22% | ||
| 46 | Commonwealth Equity Services, Inc | 24,617 | 775,000 | 0.21% | ||
| 47 | CABOT WEALTH MANAGEMENT INC | 23,659 | 745,000 | 0.20% | ||
| 48 | BOSTON ADVISORS LLC | 23,035 | 725,000 | 0.19% | ||
| 49 | AUSDAL FINANCIAL PARTNERS, INC. | 22,187 | 699,000 | 0.19% | ||
| 50 | Bank of New York Mellon Corp | 21,175 | 666,000 | 0.18% |
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.
