| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 16,956,265 | 252,817,000 | 19.73% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 8,139,198 | 121,356,000 | 9.47% | ||
| 3 | DOMANI WEALTH, LLC | 1,485 | 99,614,000 | 7.77% | ||
| 4 | MORGAN STANLEY | 6,332,659 | 94,420,000 | 7.37% | ||
| 5 | BANK OF MONTREAL /CAN/ | 5,087,883 | 75,859,000 | 5.92% | ||
| 6 | CURIAN CAPITAL LLC | 3,297,997 | 49,173,000 | 3.84% | ||
| 7 | MANAGED ACCOUNT ADVISORS LLC | 3,185,819 | 47,501,000 | 3.71% | ||
| 8 | Invesco Ltd. | 2,715,868 | 40,493,000 | 3.16% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 2,505,707 | 37,360,000 | 2.92% | ||
| 10 | CITY NATIONAL BANK | 2,349,983 | 35,039,000 | 2.73% | ||
| 11 | HUNTINGTON NATIONAL BANK | 2,183,018 | 32,549,000 | 2.54% | ||
| 12 | Mader & Shannon Wealth Management, Inc. | 1,432,457 | 21,358,000 | 1.67% | ||
| 13 | LPL Financial LLC | 1,383,605 | 20,547,000 | 1.60% | ||
| 14 | Creative Planning | 1,203,890 | 17,950,000 | 1.40% | ||
| 15 | PIERSHALE FINANCIAL GROUP, INC. | 1,138,991 | 16,982,000 | 1.33% | ||
| 16 | PRUDENTIAL FINANCIAL INC | 998,176 | 14,883,000 | 1.16% | ||
| 17 | GUGGENHEIM CAPITAL LLC | 970,419 | 14,469,000 | 1.13% | ||
| 18 | UBS Group AG | 947,777 | 14,132,000 | 1.10% | ||
| 19 | AMERIPRISE FINANCIAL INC | 926,417 | 13,810,000 | 1.08% | ||
| 20 | ROYAL BANK OF CANADA | 814,953 | 12,151,000 | 0.95% | ||
| 21 | Weatherstone Capital Management | 812,099 | 12,108,000 | 0.94% | ||
| 22 | First Allied Asset Management, Inc. | 675,294 | 10,070,000 | 0.79% | ||
| 23 | Commonwealth Equity Services, Inc | 667,765 | 9,956,000 | 0.78% | ||
| 24 | VSR Financial Services, Inc. | 632,335 | 9,428,000 | 0.74% | ||
| 25 | Capital Investment Advisors, LLC | 605,898 | 9,370,000 | 0.73% | ||
| 26 | CREDIT SUISSE AG/ | 612,302 | 9,130,000 | 0.71% | ||
| 27 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 587,030 | 8,753,000 | 0.68% | ||
| 28 | Buffington Mohr McNeal | 578,573 | 8,627,000 | 0.67% | ||
| 29 | Legacy Private Trust Co. | 553,859 | 8,258,000 | 0.64% | ||
| 30 | WELLINGTON MANAGEMENT GROUP LLP | 509,900 | 7,603,000 | 0.59% | ||
| 31 | Horizon Investments, LLC | 492,760 | 7,347,000 | 0.57% | ||
| 32 | First Allied Advisory Services, Inc. | 434,475 | 6,472,000 | 0.51% | ||
| 33 | MSI Financial Services Inc | 397,662 | 5,929,000 | 0.46% | ||
| 34 | Cetera Advisor Networks LLC | 395,624 | 5,896,000 | 0.46% | ||
| 35 | Noven Financial Group, Inc. | 374,416 | 5,583,000 | 0.44% | ||
| 36 | Cambridge Investment Research Advisors, Inc. | 356,813 | 5,320,000 | 0.42% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 344,905 | 5,143,000 | 0.40% | ||
| 38 | Covington Capital Management | 295,465 | 4,405,000 | 0.34% | ||
| 39 | COMPTON CAPITAL MANAGEMENT INC /RI | 288,100 | 4,296,000 | 0.34% | ||
| 40 | Private Advisor Group, LLC | 279,067 | 4,161,000 | 0.32% | ||
| 41 | AMERICAN INTERNATIONAL GROUP, INC. | 274,931 | 4,099,210 | 0.32% | ||
| 42 | Coastline Trust Co | 258,475 | 3,853,000 | 0.30% | ||
| 43 | VOYA FINANCIAL ADVISORS, INC. | 253,693 | 3,777,000 | 0.29% | ||
| 44 | Field & Main Bank | 248,500 | 3,705,000 | 0.29% | ||
| 45 | Iowa State Bank | 244,845 | 3,650,000 | 0.28% | ||
| 46 | OPPENHEIMER & CO INC | 224,985 | 3,355,000 | 0.26% | ||
| 47 | CIBC WORLD MARKET INC. | 215,730 | 3,217,000 | 0.25% | ||
| 48 | Madrona Financial Services, LLC | 200,346 | 2,987,000 | 0.23% | ||
| 49 | Janney Montgomery Scott LLC | 199,037 | 2,968,000 | 0.23% | ||
| 50 | Frontier Wealth Management LLC | 189,439 | 2,825,000 | 0.22% |
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.
