| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AmeriServ Wealth Advisors | 1,254,491 | 28,841,000 | 15.29% | ||
| 2 | MORGAN STANLEY | 775,999 | 17,841,000 | 9.46% | ||
| 3 | JANUS HENDERSON INVESTORS US LLC | 759,966 | 17,472,000 | 9.26% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 664,449 | 15,276,000 | 8.10% | ||
| 5 | UBS Group AG | 655,415 | 15,068,000 | 7.99% | ||
| 6 | WELLS FARGO & COMPANY/MN | 553,293 | 12,721,000 | 6.74% | ||
| 7 | Invesco Ltd. | 469,837 | 10,801,000 | 5.72% | ||
| 8 | LPL Financial LLC | 333,607 | 7,710,000 | 4.09% | ||
| 9 | Raymond James Financial Services Advisors, Inc. | 286,802 | 6,594,000 | 3.49% | ||
| 10 | SIT INVESTMENT ASSOCIATES INC | 264,336 | 6,077,000 | 3.22% | ||
| 11 | ROYAL BANK OF CANADA | 236,207 | 5,430,000 | 2.88% | ||
| 12 | GFS Advisors, LLC | 114,950 | 5,000,000 | 2.65% | ||
| 13 | USCA RIA LLC | 114,950 | 5,000,000 | 2.65% | ||
| 14 | Longer Investments Inc. | 215,415 | 4,952,000 | 2.62% | ||
| 15 | STIFEL FINANCIAL CORP | 138,129 | 3,176,000 | 1.68% | ||
| 16 | PENN MUTUAL LIFE INSURANCE CO | 109,000 | 2,494,000 | 1.32% | ||
| 17 | HighTower Advisors, LLC | 97,300 | 2,229,000 | 1.18% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 93,337 | 2,146,000 | 1.14% | ||
| 19 | Private Advisor Group, LLC | 81,448 | 1,944,000 | 1.03% | ||
| 20 | Advisory Services Network, LLC | 56,275 | 1,294,000 | 0.69% | ||
| 21 | MERIDIAN INVESTMENT COUNSEL INC. | 54,050 | 1,243,000 | 0.66% | ||
| 22 | COHEN & STEERS, INC. | 46,697 | 1,074,000 | 0.57% | ||
| 23 | Commonwealth Equity Services, Inc | 40,874 | 940,000 | 0.50% | ||
| 24 | CONNING INC. | 38,403 | 883,000 | 0.47% | ||
| 25 | Peregrine Asset Advisers, Inc. | 37,867 | 871,000 | 0.46% | ||
| 26 | AMERICAN INTERNATIONAL GROUP, INC. | 29,282 | 673,000 | 0.36% | ||
| 27 | IFC Holdings Incorporated/FL | 28,531 | 658,000 | 0.35% | ||
| 28 | OPPENHEIMER & CO INC | 26,812 | 616,000 | 0.33% | ||
| 29 | Stratos Wealth Partners, LTD. | 24,550 | 564,000 | 0.30% | ||
| 30 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 22,200 | 510,000 | 0.27% | ||
| 31 | SignalPoint Asset Management, LLC | 21,854 | 502,000 | 0.27% | ||
| 32 | CITIGROUP INC | 21,194 | 487,000 | 0.26% | ||
| 33 | Baldwin Investment Management, LLC | 20,450 | 470,000 | 0.25% | SH | |
| 34 | WEDBUSH SECURITIES INC | 20,403 | 469,000 | 0.25% | ||
| 35 | MSI Financial Services Inc | 18,331 | 421,000 | 0.22% | ||
| 36 | DEUTSCHE BANK AG\ | 17,759 | 408,000 | 0.22% | ||
| 37 | Edgemoor Investment Advisors, Inc. | 16,430 | 378,000 | 0.20% | ||
| 38 | Sigma Planning Corp | 16,173 | 372,000 | 0.20% | ||
| 39 | IFP ADVISORS, INC | 15,984 | 367,000 | 0.19% | ||
| 40 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 15,140 | 346,000 | 0.18% | ||
| 41 | EVENTIDE ASSET MANAGEMENT, LLC | 14,450 | 332,000 | 0.18% | ||
| 42 | QUANTUM CAPITAL MANAGEMENT | 14,047 | 323,000 | 0.17% | ||
| 43 | BB&T SECURITIES, LLC | 13,050 | 300,000 | 0.16% | ||
| 44 | Busey Bank | 12,679 | 291,000 | 0.15% | ||
| 45 | RAYMOND JAMES TRUST N.A. | 11,691 | 269,000 | 0.14% | ||
| 46 | First Allied Advisory Services, Inc. | 10,971 | 254,000 | 0.13% | ||
| 47 | ROBINSON CAPITAL MANAGEMENT, LLC | 10,255 | 236,000 | 0.13% | ||
| 48 | VSR Financial Services, Inc. | 10,127 | 233,000 | 0.12% | ||
| 49 | ProVise Management Group, LLC | 9,877 | 227,000 | 0.12% | ||
| 50 | Cambridge Investment Research Advisors, Inc. | 9,726 | 224,000 | 0.12% |
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.