| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AmeriServ Wealth Advisors | 1,122,609 | 26,909,000 | 15.47% | ||
| 2 | MORGAN STANLEY | 836,653 | 20,054,000 | 11.53% | ||
| 3 | UBS Group AG | 797,414 | 19,114,000 | 10.99% | ||
| 4 | JANUS HENDERSON INVESTORS US LLC | 557,929 | 13,374,000 | 7.69% | ||
| 5 | WELLS FARGO & COMPANY/MN | 488,474 | 11,709,000 | 6.73% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 447,511 | 10,727,000 | 6.17% | ||
| 7 | Invesco Ltd. | 429,216 | 10,288,000 | 5.92% | ||
| 8 | ROYAL BANK OF CANADA | 316,445 | 7,585,000 | 4.36% | ||
| 9 | Longer Investments Inc. | 192,112 | 4,605,000 | 2.65% | ||
| 10 | LPL Financial LLC | 189,301 | 4,464,000 | 2.57% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 132,400 | 3,174,000 | 1.83% | ||
| 12 | Bank of New York Mellon Corp | 120,197 | 2,881,000 | 1.66% | ||
| 13 | STIFEL FINANCIAL CORP | 118,089 | 2,820,000 | 1.62% | ||
| 14 | HighTower Advisors, LLC | 112,004 | 2,685,000 | 1.54% | ||
| 15 | DOLIVER ADVISORS, LP | 100,161 | 2,401,000 | 1.38% | ||
| 16 | NINE MASTS CAPITAL Ltd | 98,809 | 2,368,000 | 1.36% | ||
| 17 | Cambridge Investment Research Advisors, Inc. | 60,469 | 1,449,000 | 0.83% | ||
| 18 | Advisory Services Network, LLC | 56,775 | 1,361,000 | 0.78% | ||
| 19 | BB&T SECURITIES, LLC | 54,766 | 1,312,000 | 0.75% | ||
| 20 | MERIDIAN INVESTMENT COUNSEL INC. | 51,900 | 1,244,000 | 0.72% | ||
| 21 | CITIGROUP INC | 50,484 | 1,210,000 | 0.70% | ||
| 22 | Private Advisor Group, LLC | 48,951 | 1,155,000 | 0.66% | ||
| 23 | Peregrine Asset Advisers, Inc. | 43,958 | 1,054,000 | 0.61% | ||
| 24 | Laurion Capital Management LP | 39,727 | 952,000 | 0.55% | ||
| 25 | CONNING INC. | 38,403 | 921,000 | 0.53% | ||
| 26 | GUGGENHEIM CAPITAL LLC | 34,229 | 820,000 | 0.47% | ||
| 27 | IFC Holdings Incorporated/FL | 30,676 | 734,000 | 0.42% | ||
| 28 | Commonwealth Equity Services, Inc | 29,559 | 709,000 | 0.41% | ||
| 29 | CORIENT CAPITAL PARTNERS, LLC | 28,500 | 683,000 | 0.39% | ||
| 30 | ProVise Management Group, LLC | 28,254 | 677,000 | 0.39% | ||
| 31 | TFS CAPITAL LLC | 27,480 | 659,000 | 0.38% | ||
| 32 | Stratos Wealth Partners, LTD. | 27,122 | 650,000 | 0.37% | ||
| 33 | Raymond James Financial Services Advisors, Inc. | 25,852 | 620,000 | 0.36% | ||
| 34 | Hilltop Holdings Inc. | 24,645 | 590,000 | 0.34% | ||
| 35 | Sigma Planning Corp | 23,690 | 568,000 | 0.33% | ||
| 36 | MOODY LYNN & LIEBERSON, LLC | 23,660 | 567,000 | 0.33% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 22,888 | 549,000 | 0.32% | ||
| 38 | OPPENHEIMER & CO INC | 22,872 | 548,000 | 0.32% | ||
| 39 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 22,418 | 537,000 | 0.31% | ||
| 40 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 22,200 | 532,000 | 0.31% | ||
| 41 | WEDBUSH SECURITIES INC | 22,122 | 530,000 | 0.30% | ||
| 42 | SignalPoint Asset Management, LLC | 21,912 | 525,000 | 0.30% | ||
| 43 | MSI Financial Services Inc | 18,052 | 433,000 | 0.25% | ||
| 44 | First Allied Advisory Services, Inc. | 17,423 | 418,000 | 0.24% | ||
| 45 | Wilmington Savings Fund Society, FSB | 16,601 | 398,000 | 0.23% | ||
| 46 | IFP ADVISORS, INC | 16,607 | 398,000 | 0.23% | ||
| 47 | Baldwin Investment Management, LLC | 16,450 | 394,000 | 0.23% | SH | |
| 48 | Edgemoor Investment Advisors, Inc. | 16,430 | 394,000 | 0.23% | ||
| 49 | LAUREL WEALTH ADVISORS, INC. | 15,430 | 370,000 | 0.21% | ||
| 50 | Cetera Advisors LLC | 15,233 | 365,000 | 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.
