| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 22,863,641 | 341,126,000 | 20.03% | ||
| 2 | WELLS FARGO & COMPANY/MN | 20,140,592 | 300,498,000 | 17.65% | ||
| 3 | MORGAN STANLEY | 9,090,923 | 135,636,000 | 7.97% | ||
| 4 | BANK OF MONTREAL /CAN/ | 5,478,883 | 81,744,000 | 4.80% | ||
| 5 | ROYAL BANK OF CANADA | 5,365,640 | 80,056,000 | 4.70% | ||
| 6 | LPL Financial LLC | 4,928,400 | 72,595,000 | 4.26% | ||
| 7 | GFS Advisors, LLC | 540,104 | 36,200,000 | 2.13% | ||
| 8 | USCA RIA LLC | 540,104 | 36,200,000 | 2.13% | ||
| 9 | Creative Planning | 2,384,727 | 35,580,000 | 2.09% | ||
| 10 | UBS Group AG | 2,384,582 | 35,578,000 | 2.09% | ||
| 11 | HUNTINGTON NATIONAL BANK | 2,183,018 | 32,549,000 | 1.91% | PRN | |
| 12 | AMERIPRISE FINANCIAL INC | 2,162,356 | 32,086,000 | 1.88% | ||
| 13 | Invesco Ltd. | 2,125,508 | 31,713,000 | 1.86% | ||
| 14 | PIERSHALE FINANCIAL GROUP, INC. | 1,939,877 | 28,943,000 | 1.70% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 1,910,391 | 28,503,000 | 1.67% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 1,366,071 | 20,382,000 | 1.20% | ||
| 17 | CORNERSTONE FINANCIAL PARTNERS, LLC | 1,292,784 | 19,283,000 | 1.13% | ||
| 18 | PRUDENTIAL FINANCIAL INC | 1,165,023 | 17,382,000 | 1.02% | ||
| 19 | Avidian Wealth Enterprises, LLC | 816,002 | 12,175,000 | 0.72% | ||
| 20 | Capital Investment Advisors, LLC | 805,205 | 12,014,000 | 0.71% | ||
| 21 | Archford Capital Strategies, LLC | 11,563 | 11,562,983 | 0.68% | ||
| 22 | Commonwealth Equity Services, Inc | 756,238 | 11,283,000 | 0.66% | ||
| 23 | CWM, LLC | 743,409 | 11,092,000 | 0.65% | ||
| 24 | Buffington Mohr McNeal | 663,662 | 9,902,000 | 0.58% | ||
| 25 | GUGGENHEIM CAPITAL LLC | 633,181 | 9,448,000 | 0.55% | ||
| 26 | MSI Financial Services Inc | 627,256 | 9,359,000 | 0.55% | ||
| 27 | First Allied Advisory Services, Inc. | 604,000 | 8,987,000 | 0.53% | ||
| 28 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 599,180 | 8,939,000 | 0.52% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 595,189 | 8,857,000 | 0.52% | ||
| 30 | Legacy Private Trust Co. | 591,846 | 8,830,000 | 0.52% | ||
| 31 | Noven Financial Group, Inc. | 558,956 | 8,340,000 | 0.49% | ||
| 32 | Geneva Advisors, LLC | 548,493 | 8,184,000 | 0.48% | ||
| 33 | Weatherstone Capital Management | 498,785 | 7,442,000 | 0.44% | ||
| 34 | Yorktown Management & Research Co Inc | 450,000 | 6,714,000 | 0.39% | ||
| 35 | MV CAPITAL MANAGEMENT, INC. | 441,588 | 6,588,000 | 0.39% | ||
| 36 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 408,104 | 6,085,000 | 0.36% | ||
| 37 | AMERICAN INTERNATIONAL GROUP, INC. | 399,014 | 5,952,000 | 0.35% | ||
| 38 | Private Advisor Group, LLC | 383,446 | 5,721,000 | 0.34% | ||
| 39 | Covington Capital Management | 365,189 | 5,449,000 | 0.32% | ||
| 40 | Janney Montgomery Scott LLC | 363,531 | 5,424,000 | 0.32% | ||
| 41 | CIBC WORLD MARKET INC. | 358,108 | 5,343,000 | 0.31% | ||
| 42 | COMPTON CAPITAL MANAGEMENT INC /RI | 330,950 | 4,938,000 | 0.29% | ||
| 43 | Cambridge Investment Research Advisors, Inc. | 306,814 | 4,578,000 | 0.27% | ||
| 44 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 297,702 | 4,442,000 | 0.26% | ||
| 45 | Frontier Wealth Management LLC | 289,745 | 4,323,000 | 0.25% | ||
| 46 | Coastline Trust Co | 280,700 | 4,188,000 | 0.25% | ||
| 47 | FundX Investment Group, LLC | 260,198 | 3,882,000 | 0.23% | ||
| 48 | Iowa State Bank | 252,685 | 3,770,000 | 0.22% | ||
| 49 | GOLDMAN SACHS GROUP INC | 251,103 | 3,747,000 | 0.22% | ||
| 50 | RAYMOND JAMES & ASSOCIATES | 237,841 | 3,549,000 | 0.21% |
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.
