| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 21,718,878 | 617,033,000 | 30.76% | ||
| 2 | FIFTH THIRD BANCORP | 10,924,972 | 310,378,000 | 15.47% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 5,108,172 | 145,122,000 | 7.23% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 4,316,097 | 122,620,000 | 6.11% | ||
| 5 | RiverFront Investment Group, LLC | 4,218,851 | 119,856,000 | 5.97% | ||
| 6 | ASPIRIANT, LLC | 4,038,909 | 114,745,000 | 5.72% | ||
| 7 | Homrich & Berg | 2,453,514 | 69,704,000 | 3.47% | ||
| 8 | Diversified Trust Co | 1,825,878 | 51,873,000 | 2.59% | ||
| 9 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,211,626 | 34,422,000 | 1.72% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 1,205,162 | 34,239,000 | 1.71% | ||
| 11 | SIGNATUREFD, LLC | 886,388 | 25,182,000 | 1.26% | ||
| 12 | MAI Capital Management | 824,401 | 23,421,000 | 1.17% | ||
| 13 | NBW CAPITAL LLC | 785,646 | 22,320,000 | 1.11% | ||
| 14 | Klingman & Associates, LLC | 742,074 | 21,082,000 | 1.05% | ||
| 15 | MORGAN STANLEY | 711,788 | 20,222,000 | 1.01% | ||
| 16 | LPL Financial LLC | 653,585 | 18,771,000 | 0.94% | ||
| 17 | JPMORGAN CHASE & CO | 627,067 | 17,815,000 | 0.89% | ||
| 18 | Windham Capital Management, LLC | 541,578 | 15,386,000 | 0.77% | ||
| 19 | OXFORD FINANCIAL GROUP, LTD. LLC | 511,298 | 14,526,000 | 0.72% | ||
| 20 | Capital Investment Advisors, LLC | 507,500 | 14,418,000 | 0.72% | ||
| 21 | JMG Financial Group, Ltd. | 466,926 | 13,265,000 | 0.66% | ||
| 22 | Mosaic Financial Partners, Inc. | 465,833 | 13,234,000 | 0.66% | ||
| 23 | ENVESTNET ASSET MANAGEMENT INC | 427,774 | 12,150,000 | 0.61% | ||
| 24 | AMERIPRISE FINANCIAL INC | 427,268 | 12,109,000 | 0.60% | ||
| 25 | Janney Montgomery Scott LLC | 365,926 | 10,396,000 | 0.52% | ||
| 26 | Richard C. Young & CO., LTD. | 348,730 | 9,907,000 | 0.49% | SH | |
| 27 | CAPITAL ONE, NATIONAL ASSOCIATION | 334,469 | 9,502,000 | 0.47% | ||
| 28 | BB&T SECURITIES, LLC | 307,556 | 8,731,000 | 0.44% | ||
| 29 | Virtu Financial LLC | 239,595 | 6,807,000 | 0.34% | ||
| 30 | ROYAL BANK OF CANADA | 236,447 | 6,718,000 | 0.33% | ||
| 31 | ZEKE CAPITAL ADVISORS, LLC | 226,218 | 6,427,000 | 0.32% | ||
| 32 | ASSETMARK, INC | 207,850 | 5,905,000 | 0.29% | ||
| 33 | INSPIRION WEALTH ADVISORS, LLC | 167,659 | 4,763,000 | 0.24% | ||
| 34 | TIEDEMANN ADVISORS, LLC | 155,840 | 4,427,000 | 0.22% | ||
| 35 | WOLVERINE TRADING LP /BD | 155,046 | 4,405,000 | 0.22% | ||
| 36 | INTEGRATED WEALTH COUNSEL, LLC | 146,719 | 4,168,000 | 0.21% | ||
| 37 | MOTCO | 131,779 | 3,744,000 | 0.19% | ||
| 38 | Heritage Wealth Advisors | 118,508 | 3,368,000 | 0.17% | ||
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 111,832 | 3,177,000 | 0.16% | ||
| 40 | JANE STREET GROUP, LLC | 110,816 | 3,148,000 | 0.16% | ||
| 41 | Commonwealth Equity Services, Inc | 94,247 | 2,678,000 | 0.13% | ||
| 42 | Smith & Howard Wealth Management, LLC | 82,047 | 2,331,000 | 0.12% | ||
| 43 | Perella Weinberg Partners Capital Management LP | 80,074 | 2,275,000 | 0.11% | ||
| 44 | Transamerica Financial Advisors, LLC | 77,483 | 2,202,000 | 0.11% | ||
| 45 | Permanens Capital L.P. | 64,053 | 1,820,000 | 0.09% | ||
| 46 | MURPHY CAPITAL MANAGEMENT INC | 62,020 | 1,761,000 | 0.09% | ||
| 47 | HBK Sorce Advisory LLC | 58,245 | 1,655,000 | 0.08% | ||
| 48 | Private Advisor Group, LLC | 55,185 | 1,564,000 | 0.08% | ||
| 49 | STIFEL FINANCIAL CORP | 53,980 | 1,535,000 | 0.08% | ||
| 50 | WELL DONE, LLC | 52,334 | 1,487,000 | 0.07% |
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.
