| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 861,319 | 11,878,000 | 17.56% | ||
| 2 | Invesco Ltd. | 656,267 | 9,050,000 | 13.38% | ||
| 3 | WELLS FARGO & COMPANY/MN | 562,410 | 7,756,000 | 11.47% | ||
| 4 | AMERIPRISE FINANCIAL INC | 385,586 | 5,308,000 | 7.85% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 270,587 | 3,731,000 | 5.52% | ||
| 6 | LPL Financial LLC | 245,010 | 3,379,000 | 5.00% | ||
| 7 | BAR HARBOR TRUST SERVICES | 174,848 | 2,411,000 | 3.56% | ||
| 8 | Commonwealth Equity Services, Inc | 149,061 | 2,056,000 | 3.04% | ||
| 9 | GUGGENHEIM CAPITAL LLC | 137,620 | 1,898,000 | 2.81% | ||
| 10 | Windsor Capital Management, LLC | 119,855 | 1,653,000 | 2.44% | ||
| 11 | UBS AG | 115,627 | 1,595,000 | 2.36% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 111,583 | 1,539,000 | 2.28% | ||
| 13 | New Century Advisors, LLC | 91,587 | 1,262,000 | 1.87% | ||
| 14 | CREDIT SUISSE AG/ | 88,920 | 1,226,000 | 1.81% | ||
| 15 | PICTET BANK & TRUST Ltd | 70,000 | 967,000 | 1.43% | ||
| 16 | Camelot Portfolios, LLC | 66,924 | 923,000 | 1.36% | ||
| 17 | Horizon Kinetics LLC | 66,238 | 913,000 | 1.35% | ||
| 18 | DEUTSCHE BANK AG\ | 63,296 | 872,000 | 1.29% | ||
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | 58,483 | 807,000 | 1.19% | ||
| 20 | FIRST FOUNDATION ADVISORS | 51,186 | 706,000 | 1.04% | ||
| 21 | Cetera Advisor Networks LLC | 39,693 | 547,000 | 0.81% | ||
| 22 | NWAM LLC | 37,286 | 514,000 | 0.76% | ||
| 23 | Robert W. Baird & Co. Inc | 30,709 | 423,000 | 0.63% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 28,523 | 393,000 | 0.58% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 26,869 | 371,000 | 0.55% | ||
| 26 | WFG Advisors, LP | 25,215 | 348,000 | 0.51% | ||
| 27 | First Allied Advisory Services, Inc. | 23,772 | 328,000 | 0.48% | ||
| 28 | Shaker Financial Services, LLC | 23,626 | 326,000 | 0.48% | ||
| 29 | ROYAL BANK OF CANADA | 21,120 | 291,000 | 0.43% | ||
| 30 | OPPENHEIMER & CO INC | 21,071 | 290,000 | 0.43% | ||
| 31 | Capital Investment Advisors, LLC | 20,889 | 288,000 | 0.43% | ||
| 32 | Advisors Asset Management, Inc. | 20,466 | 282,000 | 0.42% | ||
| 33 | NATIONAL PLANNING CORP | 18,621 | 257,000 | 0.38% | ||
| 34 | FRANKLIN RESOURCES INC | 18,532 | 256,000 | 0.38% | ||
| 35 | Bartlett & Co. LLC | 17,269 | 238,000 | 0.35% | ||
| 36 | Janney Montgomery Scott LLC | 15,780 | 217,609 | 0.32% | ||
| 37 | STIFEL FINANCIAL CORP | 14,601 | 201,000 | 0.30% | ||
| 38 | Advisors Preferred, LLC | 13,123 | 180,966 | 0.27% | ||
| 39 | GOLDMAN SACHS GROUP INC | 12,801 | 177,000 | 0.26% | ||
| 40 | NEW ENGLAND SECURITIES CORP /MA/ | 11,430 | 158,000 | 0.23% | ||
| 41 | LEAVELL INVESTMENT MANAGEMENT, INC. | 11,355 | 157,000 | 0.23% | ||
| 42 | US BANCORP \DE\ | 10,854 | 150,000 | 0.22% | ||
| 43 | HighTower Advisors, LLC | 10,484 | 145,000 | 0.21% | ||
| 44 | AmeriServ Wealth Advisors | 10,000 | 138,000 | 0.20% | ||
| 45 | D.A. DAVIDSON & CO. | 8,062 | 111,000 | 0.16% | ||
| 46 | ENVESTNET ASSET MANAGEMENT INC | 7,500 | 103,000 | 0.15% | ||
| 47 | Waverly Advisors, LLC | 7,374 | 102,000 | 0.15% | ||
| 48 | INTEGRATED WEALTH COUNSEL, LLC | 6,150 | 85,000 | 0.13% | ||
| 49 | WOLVERINE ASSET MANAGEMENT LLC | 5,886 | 81,000 | 0.12% | ||
| 50 | AMERICAN INTERNATIONAL GROUP, INC. | 5,514 | 76,038 | 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.
