| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 7,299,176 | 242,845,000 | 33.50% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,706,219 | 123,306,000 | 17.01% | ||
| 3 | MORGAN STANLEY | 1,445,949 | 48,107,000 | 6.64% | ||
| 4 | UBS Group AG | 1,363,740 | 45,372,000 | 6.26% | ||
| 5 | LPL Financial LLC | 1,286,003 | 43,004,000 | 5.93% | ||
| 6 | BOSTON FINANCIAL MANGEMENT LLC | 863,889 | 28,742,000 | 3.97% | ||
| 7 | HighTower Advisors, LLC | 604,227 | 20,101,000 | 2.77% | ||
| 8 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 557,191 | 18,538,000 | 2.56% | ||
| 9 | RELATIVE VALUE PARTNERS GROUP, LLC | 430,388 | 14,319,000 | 1.98% | ||
| 10 | Carroll Financial Associates, Inc. | 396,824 | 13,202,000 | 1.82% | ||
| 11 | Jacobus Wealth Management, Inc. | 384,553 | 12,794,000 | 1.77% | ||
| 12 | Sequoia Financial Advisors, LLC | 350,583 | 11,664,000 | 1.61% | ||
| 13 | AMERIPRISE FINANCIAL INC | 313,125 | 10,420,000 | 1.44% | ||
| 14 | VENTURI WEALTH MANAGEMENT, LLC | 262,460 | 8,732,000 | 1.20% | ||
| 15 | BRINKER CAPITAL INC | 226,199 | 7,526,000 | 1.04% | ||
| 16 | Live Your Vision, LLC | 223,026 | 7,420,000 | 1.02% | ||
| 17 | Homrich & Berg | 179,458 | 5,971,000 | 0.82% | ||
| 18 | Private Advisor Group, LLC | 164,596 | 5,543,000 | 0.76% | ||
| 19 | WELLS FARGO & COMPANY/MN | 166,289 | 5,533,000 | 0.76% | ||
| 20 | FIDUCIARY GROUP, LLC | 142,207 | 4,731,000 | 0.65% | ||
| 21 | Cetera Advisor Networks LLC | 131,908 | 4,402,000 | 0.61% | ||
| 22 | LVM CAPITAL MANAGEMENT LTD/MI | 91,985 | 3,060,000 | 0.42% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 84,473 | 2,810,000 | 0.39% | ||
| 24 | SYNOVUS FINANCIAL CORP | 79,439 | 2,643,000 | 0.36% | ||
| 25 | ALBION FINANCIAL GROUP /UT | 78,874 | 2,624,000 | 0.36% | ||
| 26 | J.P. Morgan Private Wealth Advisors LLC | 71,612 | 2,383,000 | 0.33% | ||
| 27 | Private Wealth Advisors, Inc. | 61,709 | 2,053,000 | 0.28% | ||
| 28 | Montecito Bank & Trust | 59,003 | 1,963,000 | 0.27% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 55,013 | 1,830,000 | 0.25% | ||
| 30 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 50,094 | 1,667,000 | 0.23% | ||
| 31 | Janney Montgomery Scott LLC | 49,453 | 1,645,000 | 0.23% | ||
| 32 | BAIRD FINANCIAL GROUP, INC. | 49,394 | 1,643,000 | 0.23% | ||
| 33 | RFG Advisory, LLC | 48,343 | 1,549,000 | 0.21% | ||
| 34 | Orion Porfolio Solutions, LLC | 39,079 | 1,300,000 | 0.18% | ||
| 35 | INTERACTIVE FINANCIAL ADVISORS, INC. | 38,823 | 1,292,000 | 0.18% | ||
| 36 | STIFEL FINANCIAL CORP | 34,270 | 1,141,000 | 0.16% | ||
| 37 | ROYAL BANK OF CANADA | 33,809 | 1,125,000 | 0.16% | ||
| 38 | OPTIMUM INVESTMENT ADVISORS | 20,552 | 684,000 | 0.09% | ||
| 39 | COLORADO CAPITAL MANAGEMENT, INC. | 19,723 | 656,000 | 0.09% | ||
| 40 | USCA RIA LLC | 19,201 | 639,000 | 0.09% | ||
| 41 | COLONY GROUP LLC | 18,360 | 611,000 | 0.08% | ||
| 42 | HENGEHOLD CAPITAL MANAGEMENT LLC | 15,669 | 521,000 | 0.07% | ||
| 43 | JANE STREET GROUP, LLC | 15,515 | 516,000 | 0.07% | ||
| 44 | ADVISOR GROUP, INC. | 15,057 | 501,000 | 0.07% | ||
| 45 | IFP ADVISORS, INC | 14,472 | 481,000 | 0.07% | ||
| 46 | Aspen Investment Management Inc | 14,292 | 475,000 | 0.07% | ||
| 47 | Kovack Advisors, Inc. | 13,963 | 465,000 | 0.06% | ||
| 48 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12,776 | 425,000 | 0.06% | ||
| 49 | Commonwealth Equity Services, Inc | 12,107 | 403,000 | 0.06% | ||
| 50 | CLEARSTEAD ADVISORS, LLC | 10,853 | 361,000 | 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.
