| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 24,546,172 | 374,084,000 | 21.21% | ||
| 2 | WELLS FARGO & COMPANY/MN | 23,096,310 | 351,988,000 | 19.95% | ||
| 3 | MORGAN STANLEY | 11,677,206 | 177,961,000 | 10.09% | ||
| 4 | BANK OF MONTREAL /CAN/ | 7,290,995 | 111,115,000 | 6.30% | ||
| 5 | ROYAL BANK OF CANADA | 5,106,100 | 77,817,000 | 4.41% | ||
| 6 | AMERIPRISE FINANCIAL INC | 2,967,811 | 45,012,000 | 2.55% | ||
| 7 | Invesco Ltd. | 2,779,973 | 42,367,000 | 2.40% | ||
| 8 | UBS Group AG | 2,768,098 | 42,186,000 | 2.39% | ||
| 9 | LPL Financial LLC | 2,532,820 | 38,550,000 | 2.19% | ||
| 10 | HUNTINGTON NATIONAL BANK | 2,500,701 | 38,110,000 | 2.16% | PRN | |
| 11 | Creative Planning | 2,339,341 | 35,652,000 | 2.02% | ||
| 12 | Raymond James Financial Services Advisors, Inc. | 1,720,827 | 26,225,000 | 1.49% | ||
| 13 | PRUDENTIAL FINANCIAL INC | 1,607,193 | 24,494,000 | 1.39% | ||
| 14 | CORNERSTONE FINANCIAL PARTNERS, LLC | 1,301,956 | 19,832,000 | 1.12% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 1,206,129 | 18,381,000 | 1.04% | ||
| 16 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 994,346 | 15,154,000 | 0.86% | ||
| 17 | MSI Financial Services Inc | 927,063 | 14,129,000 | 0.80% | ||
| 18 | Avidian Wealth Enterprises, LLC | 819,941 | 12,496,000 | 0.71% | ||
| 19 | CWM, LLC | 676,174 | 10,305,000 | 0.58% | ||
| 20 | Buffington Mohr McNeal | 668,021 | 10,181,000 | 0.58% | ||
| 21 | Commonwealth Equity Services, Inc | 638,447 | 9,730,000 | 0.55% | ||
| 22 | FundX Investment Group, LLC | 632,496 | 9,639,000 | 0.55% | ||
| 23 | GUGGENHEIM CAPITAL LLC | 624,558 | 9,518,000 | 0.54% | ||
| 24 | MV CAPITAL MANAGEMENT, INC. | 607,941 | 9,265,000 | 0.53% | ||
| 25 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 601,765 | 9,092,000 | 0.52% | ||
| 26 | Iowa State Bank | 591,280 | 9,011,000 | 0.51% | ||
| 27 | Noven Financial Group, Inc. | 590,952 | 9,006,000 | 0.51% | ||
| 28 | Geneva Advisors, LLC | 569,778 | 8,683,000 | 0.49% | ||
| 29 | Frontier Wealth Management LLC | 552,414 | 8,419,000 | 0.48% | ||
| 30 | Private Advisor Group, LLC | 533,136 | 8,115,000 | 0.46% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 518,763 | 7,894,000 | 0.45% | ||
| 32 | Janney Montgomery Scott LLC | 447,787 | 6,694,000 | 0.38% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 438,816 | 6,688,000 | 0.38% | ||
| 34 | Yorktown Management & Research Co Inc | 400,000 | 6,096,000 | 0.35% | ||
| 35 | Covington Capital Management | 386,919 | 5,897,000 | 0.33% | ||
| 36 | First Allied Advisory Services, Inc. | 377,984 | 5,761,000 | 0.33% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 373,659 | 5,695,000 | 0.32% | ||
| 38 | CIBC WORLD MARKET INC. | 364,866 | 5,561,000 | 0.32% | ||
| 39 | ADVISOR GROUP, INC. | 332,821 | 5,069,000 | 0.29% | ||
| 40 | COMPTON CAPITAL MANAGEMENT INC /RI | 323,950 | 4,937,000 | 0.28% | ||
| 41 | GOLDMAN SACHS GROUP INC | 306,155 | 4,666,000 | 0.26% | ||
| 42 | Coastline Trust Co | 280,700 | 4,278,000 | 0.24% | ||
| 43 | Newman Dignan & Sheerar, Inc. | 257,926 | 3,931,000 | 0.22% | ||
| 44 | VOYA FINANCIAL ADVISORS, INC. | 241,465 | 3,673,000 | 0.21% | ||
| 45 | STIFEL FINANCIAL CORP | 234,111 | 3,568,000 | 0.20% | ||
| 46 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 232,740 | 3,542,000 | 0.20% | ||
| 47 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 229,901 | 3,449,000 | 0.20% | ||
| 48 | BAIRD FINANCIAL GROUP, INC. | 203,200 | 3,097,000 | 0.18% | ||
| 49 | OPTIMUM INVESTMENT ADVISORS | 194,637 | 2,966,000 | 0.17% | ||
| 50 | SeaBridge Investment Advisors LLC | 192,465 | 2,933,000 | 0.17% |
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.
