| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 27,236,869 | 412,094,000 | 21.53% | ||
| 2 | WELLS FARGO & COMPANY/MN | 21,503,991 | 325,355,000 | 17.00% | ||
| 3 | MORGAN STANLEY | 11,555,862 | 174,840,000 | 9.14% | ||
| 4 | BANK OF MONTREAL /CAN/ | 8,809,021 | 133,281,000 | 6.96% | ||
| 5 | ROYAL BANK OF CANADA | 6,358,713 | 96,208,000 | 5.03% | ||
| 6 | AMERIPRISE FINANCIAL INC | 3,883,048 | 58,736,000 | 3.07% | ||
| 7 | Invesco Ltd. | 3,312,650 | 50,120,000 | 2.62% | ||
| 8 | UBS Group AG | 2,898,037 | 43,848,000 | 2.29% | ||
| 9 | LPL Financial LLC | 2,867,609 | 43,272,000 | 2.26% | ||
| 10 | HUNTINGTON NATIONAL BANK | 2,442,500 | 36,955,000 | 1.93% | PRN | |
| 11 | Creative Planning | 2,329,736 | 35,249,000 | 1.84% | ||
| 12 | Raymond James Financial Services Advisors, Inc. | 1,705,796 | 25,809,000 | 1.35% | ||
| 13 | PRUDENTIAL FINANCIAL INC | 1,667,793 | 25,234,000 | 1.32% | ||
| 14 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,468,754 | 22,222,000 | 1.16% | ||
| 15 | CORNERSTONE FINANCIAL PARTNERS, LLC | 1,298,091 | 19,620,000 | 1.03% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 1,249,506 | 18,905,000 | 0.99% | ||
| 17 | MSI Financial Services Inc | 1,017,560 | 15,396,000 | 0.80% | ||
| 18 | BESSEMER GROUP INC | 1,000,000 | 15,130,000 | 0.79% | ||
| 19 | Avidian Wealth Enterprises, LLC | 829,294 | 12,547,000 | 0.66% | ||
| 20 | Commonwealth Equity Services, Inc | 723,665 | 10,949,000 | 0.57% | ||
| 21 | Geneva Advisors, LLC | 711,534 | 10,766,000 | 0.56% | ||
| 22 | CWM, LLC | 701,193 | 10,609,000 | 0.55% | ||
| 23 | FundX Investment Group, LLC | 694,989 | 10,515,000 | 0.55% | ||
| 24 | Buffington Mohr McNeal | 681,337 | 10,308,000 | 0.54% | ||
| 25 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 619,590 | 9,374,000 | 0.49% | ||
| 26 | SHINE INVESTMENT ADVISORY SERVICES INC | 619,435 | 9,372,000 | 0.49% | ||
| 27 | MV CAPITAL MANAGEMENT, INC. | 586,037 | 8,867,000 | 0.46% | ||
| 28 | Noven Financial Group, Inc. | 567,426 | 8,585,000 | 0.45% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 553,136 | 8,373,000 | 0.44% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 553,216 | 8,370,000 | 0.44% | ||
| 31 | GUGGENHEIM CAPITAL LLC | 523,841 | 7,926,000 | 0.41% | ||
| 32 | Yorktown Management & Research Co Inc | 510,000 | 7,716,000 | 0.40% | ||
| 33 | Spectrum Asset Management, Inc. (NB/CA) | 503,525 | 7,618,000 | 0.40% | ||
| 34 | GOLDMAN SACHS GROUP INC | 465,695 | 7,046,000 | 0.37% | ||
| 35 | Private Advisor Group, LLC | 463,462 | 6,995,000 | 0.37% | ||
| 36 | Covington Capital Management | 439,894 | 6,656,000 | 0.35% | ||
| 37 | CIBC WORLD MARKET INC. | 428,236 | 6,479,000 | 0.34% | ||
| 38 | RAYMOND JAMES & ASSOCIATES | 388,792 | 5,882,000 | 0.31% | ||
| 39 | Camarda Financial Advisors, LLC | 383,105 | 5,796,000 | 0.30% | ||
| 40 | COMPTON CAPITAL MANAGEMENT INC /RI | 372,650 | 5,638,000 | 0.29% | ||
| 41 | First Allied Advisory Services, Inc. | 357,098 | 5,403,000 | 0.28% | ||
| 42 | ADVISOR GROUP, INC. | 322,824 | 4,884,000 | 0.26% | ||
| 43 | Iowa State Bank | 310,358 | 4,696,000 | 0.25% | ||
| 44 | Janney Montgomery Scott LLC | 294,651 | 4,458,000 | 0.23% | ||
| 45 | Weatherstone Capital Management | 292,551 | 4,426,000 | 0.23% | ||
| 46 | Coastline Trust Co | 291,615 | 4,412,000 | 0.23% | ||
| 47 | VOYA FINANCIAL ADVISORS, INC. | 290,128 | 4,375,000 | 0.23% | ||
| 48 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 270,520 | 4,082,000 | 0.21% | ||
| 49 | BERGANKDV WEALTH MANAGEMENT, LLC | 267,630 | 4,049,000 | 0.21% | ||
| 50 | Newman Dignan & Sheerar, Inc. | 261,113 | 3,951,000 | 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.
