| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 30,305,627 | 2,517,488,000 | 37.87% | ||
| 2 | WELLS FARGO & COMPANY/MN | 9,652,393 | 801,824,000 | 12.06% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 9,137,270 | 759,033,000 | 11.42% | ||
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3,932,116 | 326,641,000 | 4.91% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 3,452,007 | 286,759,000 | 4.31% | ||
| 6 | MORGAN STANLEY | 1,928,009 | 160,161,000 | 2.41% | ||
| 7 | UBS Group AG | 1,533,452 | 127,384,000 | 1.92% | ||
| 8 | AMERIPRISE FINANCIAL INC | 1,409,530 | 116,986,000 | 1.76% | ||
| 9 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 1,245,085 | 103,429,000 | 1.56% | ||
| 10 | Diana Davis Spencer Foundation | 1,240,000 | 103,007,000 | 1.55% | ||
| 11 | Beacon Capital Management, Inc. | 954,514 | 79,292,000 | 1.19% | ||
| 12 | GOLDMAN SACHS GROUP INC | 900,339 | 74,792,000 | 1.13% | ||
| 13 | SUNTRUST BANKS INC | 687,928 | 57,144,000 | 0.86% | ||
| 14 | Willow Creek Wealth Management Inc. | 621,399 | 51,620,000 | 0.78% | ||
| 15 | Cambridge Investment Research Advisors, Inc. | 538,296 | 44,716,000 | 0.67% | ||
| 16 | LPL Financial LLC | 421,186 | 34,963,000 | 0.53% | ||
| 17 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 357,211 | 29,669,000 | 0.45% | ||
| 18 | ROYAL BANK OF CANADA | 320,218 | 26,600,000 | 0.40% | ||
| 19 | COMERICA BANK | 305,527 | 25,475,000 | 0.38% | ||
| 20 | SII INVESTMENTS INC/WI | 285,135 | 23,669,000 | 0.36% | ||
| 21 | IFC Holdings Incorporated/FL | 274,038 | 22,761,000 | 0.34% | ||
| 22 | FIFTH THIRD BANCORP | 271,849 | 22,582,000 | 0.34% | ||
| 23 | NATIONAL PLANNING CORP | 265,032 | 22,011,000 | 0.33% | ||
| 24 | STIFEL FINANCIAL CORP | 258,376 | 21,450,000 | 0.32% | ||
| 25 | ADVISOR GROUP, INC. | 250,634 | 20,821,000 | 0.31% | ||
| 26 | Franklin, Parlapiano, Turner & Welch, LLC | 249,675 | 20,741,000 | 0.31% | ||
| 27 | NATIXIS ADVISORS, LLC | 249,183 | 20,700,000 | 0.31% | ||
| 28 | BANK OF MONTREAL /CAN/ | 246,973 | 20,652,000 | 0.31% | ||
| 29 | INDEPENDENCE ADVISORS, LLC | 234,485 | 19,479,000 | 0.29% | ||
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 232,308 | 19,297,000 | 0.29% | ||
| 31 | HIGH POINT BANK & TRUST CO | 209,650 | 17,415,000 | 0.26% | ||
| 32 | Commonwealth Equity Services, Inc | 205,312 | 17,055,000 | 0.26% | ||
| 33 | Freedom Investment Management, Inc. | 201,315 | 16,723,000 | 0.25% | ||
| 34 | Diversified Portfolios, Inc. | 196,789 | 16,347,000 | 0.25% | ||
| 35 | Bank of New York Mellon Corp | 187,684 | 15,591,000 | 0.23% | ||
| 36 | MONROE BANK & TRUST/MI | 179,309 | 14,895,000 | 0.22% | ||
| 37 | Raymond James Financial Services Advisors, Inc. | 175,104 | 14,546,000 | 0.22% | ||
| 38 | BAIRD FINANCIAL GROUP, INC. | 173,890 | 14,445,000 | 0.22% | ||
| 39 | Stadion Money Management, LLC | 163,289 | 13,564,000 | 0.20% | ||
| 40 | Ken Stern & Associates, Inc. | 157,695 | 13,100,000 | 0.20% | ||
| 41 | NORTHSTAR INVESTMENT ADVISORS LLC | 156,800 | 13,025,000 | 0.20% | ||
| 42 | US BANCORP \DE\ | 156,079 | 12,966,000 | 0.20% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 153,883 | 12,849,000 | 0.19% | ||
| 44 | Avidian Wealth Enterprises, LLC | 139,848 | 11,617,000 | 0.17% | ||
| 45 | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC | 133,690 | 11,164,000 | 0.17% | ||
| 46 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 131,729 | 10,943,000 | 0.16% | ||
| 47 | OLD NATIONAL BANCORP /IN/ | 131,281 | 10,906,000 | 0.16% | ||
| 48 | COMERICA SECURITIES INC | 130,211 | 10,817,000 | 0.16% | ||
| 49 | FC ADVISORY LLC | 127,044 | 10,606,000 | 0.16% | ||
| 50 | RAYMOND JAMES & ASSOCIATES | 126,478 | 10,507,000 | 0.16% |
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.
