| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 11,704,916 | 466,224,000 | 37.27% | ||
| 2 | FIFTH THIRD BANCORP | 6,714,873 | 267,453,000 | 21.38% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 3,090,223 | 123,083,000 | 9.84% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 2,336,255 | 93,055,000 | 7.44% | ||
| 5 | Homrich & Berg | 1,648,114 | 65,644,000 | 5.25% | ||
| 6 | ASPIRIANT, LLC | 637,538 | 25,393,000 | 2.03% | ||
| 7 | Janney Capital Management LLC | 630,107 | 25,097,000 | 2.01% | SH | |
| 8 | ARS Wealth Advisors, LLC | 446,563 | 17,787,000 | 1.42% | ||
| 9 | CAPITAL ONE, NATIONAL ASSOCIATION | 420,169 | 16,735,000 | 1.34% | ||
| 10 | INTEGRATED WEALTH COUNSEL, LLC | 304,921 | 12,145,000 | 0.97% | ||
| 11 | Mosaic Financial Partners, Inc. | 273,542 | 10,895,000 | 0.87% | ||
| 12 | Capital Investment Advisors, LLC | 253,989 | 10,116,380 | 0.81% | ||
| 13 | CREDIT SUISSE AG/ | 242,324 | 9,652,000 | 0.77% | ||
| 14 | HBK Sorce Advisory LLC | 236,412 | 9,416,000 | 0.75% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 234,536 | 9,342,000 | 0.75% | ||
| 16 | JPMORGAN CHASE & CO | 201,647 | 8,032,000 | 0.64% | ||
| 17 | McKinley Carter Wealth Services, Inc. | 187,572 | 7,471,000 | 0.60% | ||
| 18 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 175,500 | 6,990,000 | 0.56% | ||
| 19 | NBW CAPITAL LLC | 172,953 | 6,889,000 | 0.55% | ||
| 20 | COBIZ WEALTH, LLC | 143,681 | 5,723,000 | 0.46% | ||
| 21 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 123,499 | 4,919,000 | 0.39% | ||
| 22 | ABERDEEN ASSET MANAGEMENT PLC/UK | 92,968 | 3,682,000 | 0.29% | ||
| 23 | JMG Financial Group, Ltd. | 88,210 | 3,513,000 | 0.28% | ||
| 24 | UBS AG | 83,017 | 3,307,000 | 0.26% | ||
| 25 | MURPHY CAPITAL MANAGEMENT INC | 81,090 | 3,229,000 | 0.26% | ||
| 26 | ROYAL BANK OF CANADA | 74,518 | 2,968,000 | 0.24% | ||
| 27 | Commonwealth Equity Services, Inc | 71,952 | 2,866,000 | 0.23% | ||
| 28 | Cetera Advisor Networks LLC | 70,645 | 2,822,000 | 0.23% | ||
| 29 | MAI Capital Management | 59,230 | 2,359,000 | 0.19% | ||
| 30 | Carroll Financial Associates, Inc. | 56,875 | 2,265,000 | 0.18% | ||
| 31 | AMERIPRISE FINANCIAL INC | 52,127 | 2,072,000 | 0.17% | ||
| 32 | CHOREO, LLC | 47,950 | 1,910,000 | 0.15% | ||
| 33 | Jefferies Group LLC | 47,925 | 1,909,000 | 0.15% | ||
| 34 | Pictet North America Advisors SA | 41,249 | 1,643,000 | 0.13% | ||
| 35 | CONGRESS ASSET MANAGEMENT CO | 35,589 | 1,418,000 | 0.11% | ||
| 36 | Janney Montgomery Scott LLC | 35,112 | 1,398,511 | 0.11% | ||
| 37 | Placemark Investments, Inc. | 33,848 | 1,348,000 | 0.11% | ||
| 38 | Salient Capital Advisors, LLC | 29,725 | 1,184,000 | 0.09% | ||
| 39 | Ancora Advisors LLC | 28,893 | 1,151,000 | 0.09% | ||
| 40 | NOVARE CAPITAL MANAGEMENT LLC | 25,310 | 1,008,000 | 0.08% | ||
| 41 | RAYMOND JAMES & ASSOCIATES | 22,461 | 895,000 | 0.07% | ||
| 42 | FineMark National Bank & Trust | 20,440 | 814,000 | 0.07% | ||
| 43 | LPL Financial LLC | 15,966 | 636,000 | 0.05% | ||
| 44 | BECK CAPITAL MANAGEMENT, LLC | 15,639 | 632,000 | 0.05% | ||
| 45 | BANK OF MONTREAL /CAN/ | 10,000 | 398,000 | 0.03% | ||
| 46 | Cetera Advisors LLC | 8,550 | 339,000 | 0.03% | ||
| 47 | Concert Wealth Management Inc. | 8,425 | 334,000 | 0.03% | ||
| 48 | SouthState Bank Corp | 8,134 | 324,000 | 0.03% | ||
| 49 | US BANCORP \DE\ | 7,428 | 296,000 | 0.02% | ||
| 50 | REGIONS FINANCIAL CORP | 6,217 | 248,000 | 0.02% |
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.
