| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 19,321,086 | 281,701,000 | 24.63% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 12,722,030 | 185,488,000 | 16.21% | ||
| 3 | MORGAN STANLEY | 6,069,874 | 88,500,000 | 7.74% | ||
| 4 | BANK OF MONTREAL /CAN/ | 5,031,518 | 73,361,000 | 6.41% | ||
| 5 | CITY NATIONAL BANK | 3,533,320 | 51,516,000 | 4.50% | ||
| 6 | HUNTINGTON NATIONAL BANK | 2,131,748 | 31,081,000 | 2.72% | PRN | |
| 7 | CURIAN CAPITAL LLC | 2,059,356 | 30,025,000 | 2.62% | ||
| 8 | Invesco Ltd. | 1,993,109 | 29,059,000 | 2.54% | ||
| 9 | PRUDENTIAL FINANCIAL INC | 1,799,903 | 26,243,000 | 2.29% | ||
| 10 | Creative Planning | 1,798,892 | 26,227,000 | 2.29% | ||
| 11 | AMERIPRISE FINANCIAL INC | 1,479,565 | 21,611,000 | 1.89% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 1,426,251 | 20,795,000 | 1.82% | ||
| 13 | LPL Financial LLC | 1,358,160 | 19,883,000 | 1.74% | ||
| 14 | UBS Group AG | 1,205,203 | 17,572,000 | 1.54% | ||
| 15 | Capital Investment Advisors, LLC | 889,214 | 12,965,000 | 1.13% | ||
| 16 | GUGGENHEIM CAPITAL LLC | 845,187 | 12,324,000 | 1.08% | ||
| 17 | CREDIT SUISSE AG/ | 666,821 | 9,722,000 | 0.85% | ||
| 18 | Buffington Mohr McNeal | 654,053 | 9,536,000 | 0.83% | ||
| 19 | Legacy Private Trust Co. | 612,633 | 8,932,000 | 0.78% | ||
| 20 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 601,940 | 8,776,000 | 0.77% | ||
| 21 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 567,062 | 8,268,000 | 0.72% | ||
| 22 | Weatherstone Capital Management | 556,758 | 8,118,000 | 0.71% | ||
| 23 | ROYAL BANK OF CANADA | 512,231 | 7,468,000 | 0.65% | ||
| 24 | Smart Portfolios, LLC | 511,026 | 7,452,000 | 0.65% | ||
| 25 | Commonwealth Equity Services, Inc | 488,708 | 7,125,000 | 0.62% | ||
| 26 | STRATEGIC WEALTH MANAGEMENT INC | 424,879 | 6,194,000 | 0.54% | ||
| 27 | Raymond James Financial Services Advisors, Inc. | 421,107 | 6,140,000 | 0.54% | ||
| 28 | Private Advisor Group, LLC | 394,966 | 5,759,000 | 0.50% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 381,276 | 5,560,000 | 0.49% | ||
| 30 | Covington Capital Management | 352,569 | 5,140,000 | 0.45% | ||
| 31 | Noven Financial Group, Inc. | 347,274 | 5,063,000 | 0.44% | ||
| 32 | First Allied Advisory Services, Inc. | 346,117 | 5,040,000 | 0.44% | ||
| 33 | CIBC WORLD MARKET INC. | 341,294 | 4,976,000 | 0.43% | ||
| 34 | COMPTON CAPITAL MANAGEMENT INC /RI | 318,450 | 4,643,000 | 0.41% | ||
| 35 | Cambridge Investment Research Advisors, Inc. | 284,520 | 4,148,000 | 0.36% | ||
| 36 | Janney Montgomery Scott LLC | 263,837 | 3,847,000 | 0.34% | ||
| 37 | Coastline Trust Co | 241,060 | 3,515,000 | 0.31% | ||
| 38 | Iowa State Bank | 239,290 | 3,489,000 | 0.30% | ||
| 39 | HANCOCK WHITNEY CORP | 236,867 | 3,454,000 | 0.30% | ||
| 40 | MSI Financial Services Inc | 232,095 | 3,384,000 | 0.30% | ||
| 41 | Frontier Wealth Management LLC | 219,353 | 3,198,000 | 0.28% | ||
| 42 | Madrona Financial Services, LLC | 214,293 | 3,124,000 | 0.27% | ||
| 43 | Friedenthal Financial | 193,919 | 2,827,000 | 0.25% | ||
| 44 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 187,539 | 2,734,000 | 0.24% | ||
| 45 | TOMPKINS FINANCIAL CORP | 180,027 | 2,625,000 | 0.23% | ||
| 46 | Godshalk Welsh Capital Management, Inc. | 159,600 | 2,327,000 | 0.20% | ||
| 47 | Torch Wealth Management LLC | 134,602 | 1,963,000 | 0.17% | ||
| 48 | Quantitative Advantage, LLC | 121,644 | 1,774,000 | 0.16% | ||
| 49 | Horizon Investments, LLC | 118,859 | 1,733,000 | 0.15% | ||
| 50 | AMERICAN INTERNATIONAL GROUP, INC. | 102,271 | 1,491,000 | 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.
