| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AmeriServ Wealth Advisors | 1,329,486 | 32,413,000 | 17.81% | ||
| 2 | MORGAN STANLEY | 829,430 | 20,221,000 | 11.11% | ||
| 3 | JANUS HENDERSON INVESTORS US LLC | 800,866 | 19,525,000 | 10.73% | ||
| 4 | UBS Group AG | 669,546 | 16,323,000 | 8.97% | ||
| 5 | WELLS FARGO & COMPANY/MN | 611,758 | 14,915,000 | 8.19% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 567,449 | 13,834,000 | 7.60% | ||
| 7 | Invesco Ltd. | 429,191 | 10,464,000 | 5.75% | ||
| 8 | ROYAL BANK OF CANADA | 276,644 | 6,744,000 | 3.70% | ||
| 9 | Longer Investments Inc. | 189,962 | 4,631,000 | 2.54% | ||
| 10 | LPL Financial LLC | 181,649 | 4,527,000 | 2.49% | ||
| 11 | STIFEL FINANCIAL CORP | 162,681 | 3,966,000 | 2.18% | ||
| 12 | PENN MUTUAL LIFE INSURANCE CO | 109,000 | 2,645,000 | 1.45% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 105,639 | 2,575,000 | 1.41% | ||
| 14 | HighTower Advisors, LLC | 101,019 | 2,465,000 | 1.35% | ||
| 15 | SIT INVESTMENT ASSOCIATES INC | 66,521 | 1,622,000 | 0.89% | ||
| 16 | Advisory Services Network, LLC | 56,275 | 1,372,000 | 0.75% | ||
| 17 | MERIDIAN INVESTMENT COUNSEL INC. | 54,171 | 1,321,000 | 0.73% | ||
| 18 | Private Advisor Group, LLC | 48,111 | 1,268,000 | 0.70% | ||
| 19 | COHEN & STEERS, INC. | 51,190 | 1,248,000 | 0.69% | ||
| 20 | Peregrine Asset Advisers, Inc. | 44,689 | 1,090,000 | 0.60% | ||
| 21 | CONNING INC. | 38,403 | 936,000 | 0.51% | ||
| 22 | CITIGROUP INC | 31,424 | 766,000 | 0.42% | ||
| 23 | IFC Holdings Incorporated/FL | 30,958 | 754,000 | 0.41% | ||
| 24 | MOODY LYNN & LIEBERSON, LLC | 29,520 | 720,000 | 0.40% | ||
| 25 | OPPENHEIMER & CO INC | 29,174 | 711,000 | 0.39% | ||
| 26 | Cambridge Investment Research Advisors, Inc. | 29,036 | 708,000 | 0.39% | ||
| 27 | Raymond James Financial Services Advisors, Inc. | 28,727 | 700,000 | 0.38% | ||
| 28 | Stratos Wealth Partners, LTD. | 27,050 | 659,000 | 0.36% | ||
| 29 | Sigma Planning Corp | 25,310 | 617,000 | 0.34% | ||
| 30 | Commonwealth Equity Services, Inc | 25,113 | 612,000 | 0.34% | ||
| 31 | WEDBUSH SECURITIES INC | 23,573 | 575,000 | 0.32% | ||
| 32 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 22,418 | 547,000 | 0.30% | ||
| 33 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 22,200 | 541,000 | 0.30% | ||
| 34 | SignalPoint Asset Management, LLC | 21,883 | 534,000 | 0.29% | ||
| 35 | ProVise Management Group, LLC | 20,903 | 509,000 | 0.28% | ||
| 36 | Baldwin Investment Management, LLC | 20,450 | 499,000 | 0.27% | SH | |
| 37 | MSI Financial Services Inc | 20,261 | 494,000 | 0.27% | ||
| 38 | DEUTSCHE BANK AG\ | 17,759 | 432,000 | 0.24% | ||
| 39 | Edgemoor Investment Advisors, Inc. | 16,430 | 401,000 | 0.22% | ||
| 40 | IFP ADVISORS, INC | 16,300 | 397,000 | 0.22% | ||
| 41 | LAUREL WEALTH ADVISORS, INC. | 15,430 | 376,000 | 0.21% | ||
| 42 | Virtu KCG Holdings LLC | 15,296 | 373,000 | 0.20% | ||
| 43 | ADVISOR GROUP, INC. | 13,837 | 336,000 | 0.18% | ||
| 44 | EVENTIDE ASSET MANAGEMENT, LLC | 13,450 | 328,000 | 0.18% | ||
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 13,303 | 325,000 | 0.18% | ||
| 46 | Oxbow Advisors, LLC | 12,994 | 317,000 | 0.17% | ||
| 47 | QUANTUM CAPITAL MANAGEMENT | 13,000 | 317,000 | 0.17% | ||
| 48 | GUGGENHEIM CAPITAL LLC | 12,801 | 312,000 | 0.17% | ||
| 49 | Busey Bank | 12,679 | 309,000 | 0.17% | ||
| 50 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,108 | 295,000 | 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.
