| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 20,081,958 | 567,733,000 | 29.60% | ||
| 2 | FIFTH THIRD BANCORP | 11,207,948 | 316,860,000 | 16.52% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 5,570,375 | 157,480,000 | 8.21% | ||
| 4 | RiverFront Investment Group, LLC | 4,718,106 | 133,384,000 | 6.95% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 4,521,441 | 127,825,000 | 6.66% | ||
| 6 | ASPIRIANT, LLC | 4,172,195 | 117,951,000 | 6.15% | ||
| 7 | Homrich & Berg | 2,470,097 | 69,832,000 | 3.64% | ||
| 8 | Diversified Trust Co | 1,839,852 | 52,014,000 | 2.71% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 1,324,910 | 37,456,000 | 1.95% | ||
| 10 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,117,897 | 31,604,000 | 1.65% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 879,768 | 24,872,000 | 1.30% | ||
| 12 | SIGNATUREFD, LLC | 821,976 | 23,238,000 | 1.21% | ||
| 13 | MAI Capital Management | 741,301 | 20,957,000 | 1.09% | ||
| 14 | LPL Financial LLC | 736,552 | 20,470,000 | 1.07% | ||
| 15 | NBW CAPITAL LLC | 680,708 | 19,244,000 | 1.00% | ||
| 16 | Virtu Financial LLC | 540,790 | 15,289,000 | 0.80% | ||
| 17 | Capital Investment Advisors, LLC | 480,830 | 13,593,000 | 0.71% | ||
| 18 | JMG Financial Group, Ltd. | 470,433 | 13,300,000 | 0.69% | ||
| 19 | Mosaic Financial Partners, Inc. | 463,656 | 13,108,000 | 0.68% | ||
| 20 | MORGAN STANLEY | 400,638 | 11,326,000 | 0.59% | ||
| 21 | Windham Capital Management, LLC | 378,915 | 10,712,000 | 0.56% | ||
| 22 | CAPITAL ONE, NATIONAL ASSOCIATION | 375,869 | 10,627,000 | 0.55% | ||
| 23 | Richard C. Young & CO., LTD. | 330,437 | 9,342,000 | 0.49% | ||
| 24 | AMERIPRISE FINANCIAL INC | 319,101 | 9,185,000 | 0.48% | ||
| 25 | BB&T SECURITIES, LLC | 311,707 | 8,812,000 | 0.46% | ||
| 26 | ZEKE CAPITAL ADVISORS, LLC | 225,969 | 6,388,000 | 0.33% | ||
| 27 | INTEGRATED WEALTH COUNSEL, LLC | 181,888 | 5,142,000 | 0.27% | ||
| 28 | ROYAL BANK OF CANADA | 171,854 | 4,858,000 | 0.25% | ||
| 29 | ASSETMARK, INC | 162,104 | 4,583,000 | 0.24% | ||
| 30 | Transamerica Financial Advisors, LLC | 145,461 | 4,113,000 | 0.21% | ||
| 31 | Heritage Wealth Advisors | 129,767 | 3,667,000 | 0.19% | ||
| 32 | INSPIRION WEALTH ADVISORS, LLC | 128,215 | 3,625,000 | 0.19% | ||
| 33 | FFT WEALTH MANAGEMENT LLC | 117,700 | 3,261,000 | 0.17% | ||
| 34 | Smith & Howard Wealth Management, LLC | 104,309 | 2,949,000 | 0.15% | ||
| 35 | MOTCO | 91,764 | 2,594,000 | 0.14% | ||
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 84,831 | 2,398,000 | 0.13% | ||
| 37 | MURPHY CAPITAL MANAGEMENT INC | 74,881 | 2,116,000 | 0.11% | ||
| 38 | HENGEHOLD CAPITAL MANAGEMENT LLC | 74,517 | 2,107,000 | 0.11% | ||
| 39 | HBK Sorce Advisory LLC | 73,768 | 2,085,000 | 0.11% | ||
| 40 | Janney Montgomery Scott LLC | 72,398 | 2,013,000 | 0.10% | ||
| 41 | CHATHAM CAPITAL GROUP, INC. | 61,875 | 1,749,000 | 0.09% | ||
| 42 | Commonwealth Equity Services, Inc | 61,375 | 1,735,000 | 0.09% | ||
| 43 | STIFEL FINANCIAL CORP | 48,322 | 1,367,000 | 0.07% | ||
| 44 | QUADRANT CAPITAL GROUP LLC | 44,941 | 1,266,000 | 0.07% | ||
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41,500 | 1,173,000 | 0.06% | Put | |
| 46 | IFP ADVISORS, INC | 40,923 | 1,157,000 | 0.06% | ||
| 47 | M&T BANK CORP | 38,374 | 1,085,000 | 0.06% | ||
| 48 | BANK OF THE WEST | 37,351 | 1,056,000 | 0.06% | ||
| 49 | Hillsdale Investment Management Inc. | 36,000 | 1,018,000 | 0.05% | ||
| 50 | Salient Capital Advisors, LLC | 35,409 | 1,001,000 | 0.05% |
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.
