| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 22,035,615 | 313,567,000 | 20.00% | ||
| 2 | WELLS FARGO & COMPANY/MN | 21,817,554 | 310,465,000 | 19.80% | ||
| 3 | MORGAN STANLEY | 9,612,385 | 136,784,000 | 8.72% | ||
| 4 | ROYAL BANK OF CANADA | 6,603,768 | 93,972,000 | 5.99% | ||
| 5 | BANK OF MONTREAL /CAN/ | 6,520,333 | 93,046,000 | 5.93% | ||
| 6 | AMERIPRISE FINANCIAL INC | 4,544,629 | 64,470,000 | 4.11% | ||
| 7 | UBS Group AG | 2,863,493 | 40,747,000 | 2.60% | ||
| 8 | Invesco Ltd. | 2,842,672 | 40,451,000 | 2.58% | ||
| 9 | LPL Financial LLC | 2,632,563 | 37,646,000 | 2.40% | ||
| 10 | Creative Planning | 2,571,662 | 36,595,000 | 2.33% | ||
| 11 | HUNTINGTON NATIONAL BANK | 2,343,077 | 33,342,000 | 2.13% | PRN | |
| 12 | First Allied Advisory Services, Inc. | 1,138,367 | 16,199,000 | 1.03% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1,118,256 | 15,911,000 | 1.01% | ||
| 14 | MSI Financial Services Inc | 836,323 | 11,901,000 | 0.76% | ||
| 15 | Avidian Wealth Enterprises, LLC | 826,412 | 11,760,000 | 0.75% | ||
| 16 | CORNERSTONE FINANCIAL PARTNERS, LLC | 763,279 | 10,864,000 | 0.69% | ||
| 17 | Buffington Mohr McNeal | 697,680 | 9,928,000 | 0.63% | ||
| 18 | Commonwealth Equity Services, Inc | 677,888 | 9,646,000 | 0.62% | ||
| 19 | GOLDMAN SACHS GROUP INC | 651,185 | 9,266,000 | 0.59% | ||
| 20 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 629,645 | 8,960,000 | 0.57% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 599,357 | 8,529,000 | 0.54% | ||
| 22 | SRS CAPITAL ADVISORS, INC. | 576,786 | 8,208,000 | 0.52% | SH | |
| 23 | Noven Financial Group, Inc. | 554,375 | 7,889,000 | 0.50% | ||
| 24 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 553,479 | 7,876,000 | 0.50% | ||
| 25 | GUGGENHEIM CAPITAL LLC | 551,120 | 7,842,000 | 0.50% | ||
| 26 | Private Advisor Group, LLC | 501,870 | 7,343,000 | 0.47% | ||
| 27 | Geneva Advisors, LLC | 507,008 | 7,215,000 | 0.46% | ||
| 28 | Covington Capital Management | 478,724 | 6,812,000 | 0.43% | ||
| 29 | Spectrum Asset Management, Inc. (NB/CA) | 447,885 | 6,373,000 | 0.41% | ||
| 30 | Camarda Financial Advisors, LLC | 431,651 | 6,142,000 | 0.39% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 406,952 | 5,797,000 | 0.37% | ||
| 32 | CWM, LLC | 404,239 | 5,752,000 | 0.37% | ||
| 33 | COMPTON CAPITAL MANAGEMENT INC /RI | 360,650 | 5,132,000 | 0.33% | ||
| 34 | PRUDENTIAL FINANCIAL INC | 359,093 | 5,110,000 | 0.33% | ||
| 35 | MV CAPITAL MANAGEMENT, INC. | 353,248 | 5,027,000 | 0.32% | ||
| 36 | FFT WEALTH MANAGEMENT LLC | 351,531 | 5,002,000 | 0.32% | ||
| 37 | ADVISOR GROUP, INC. | 346,016 | 4,923,000 | 0.31% | ||
| 38 | Raymond James Financial Services Advisors, Inc. | 304,450 | 4,332,000 | 0.28% | ||
| 39 | Coastline Trust Co | 292,215 | 4,158,000 | 0.27% | ||
| 40 | Newman Dignan & Sheerar, Inc. | 286,905 | 4,083,000 | 0.26% | ||
| 41 | VOYA FINANCIAL ADVISORS, INC. | 281,080 | 4,000,000 | 0.26% | ||
| 42 | BERGANKDV WEALTH MANAGEMENT, LLC | 279,266 | 3,974,000 | 0.25% | ||
| 43 | Iowa State Bank | 278,074 | 3,957,000 | 0.25% | ||
| 44 | Janney Montgomery Scott LLC | 272,575 | 3,879,000 | 0.25% | ||
| 45 | Frontier Wealth Management LLC | 246,810 | 3,512,000 | 0.22% | ||
| 46 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 234,048 | 3,347,000 | 0.21% | ||
| 47 | STIFEL FINANCIAL CORP | 217,921 | 3,099,000 | 0.20% | ||
| 48 | Asset Management One Co., Ltd. | 217,200 | 3,091,000 | 0.20% | ||
| 49 | MCADAM, LLC | 207,166 | 2,948,000 | 0.19% | ||
| 50 | BAIRD FINANCIAL GROUP, INC. | 202,170 | 2,877,000 | 0.18% |
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.
