| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | 1,304,659 | 18,226,000 | 17.92% | ||
| 2 | Invesco Ltd. | 1,140,837 | 15,937,000 | 15.67% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 1,125,074 | 15,717,000 | 15.46% | ||
| 4 | MORGAN STANLEY | 692,137 | 9,669,000 | 9.51% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 377,983 | 5,281,000 | 5.19% | ||
| 6 | COHEN & STEERS, INC. | 292,441 | 4,085,000 | 4.02% | ||
| 7 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 289,925 | 4,050,000 | 3.98% | ||
| 8 | UBS Group AG | 253,450 | 3,541,000 | 3.48% | ||
| 9 | Cambridge Investment Research Advisors, Inc. | 228,959 | 3,199,000 | 3.15% | ||
| 10 | LPL Financial LLC | 158,144 | 2,209,000 | 2.17% | ||
| 11 | WELLS FARGO & COMPANY/MN | 146,867 | 2,051,000 | 2.02% | ||
| 12 | Index Management Solutions, LLC | 126,348 | 1,765,000 | 1.74% | ||
| 13 | BB&T SECURITIES, LLC | 12,161 | 1,698,000 | 1.67% | ||
| 14 | TFS CAPITAL LLC | 117,858 | 1,646,000 | 1.62% | ||
| 15 | Shaker Financial Services, LLC | 111,634 | 1,560,000 | 1.53% | ||
| 16 | CFO4Life, L.P. | 110,216 | 1,540,000 | 1.51% | ||
| 17 | DOLIVER ADVISORS, LP | 102,294 | 1,429,000 | 1.41% | ||
| 18 | NewSquare Capital LLC | 74,593 | 1,042,000 | 1.02% | ||
| 19 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 67,394 | 941,000 | 0.93% | ||
| 20 | Concert Wealth Management Inc. | 36,158 | 507,000 | 0.50% | ||
| 21 | Commonwealth Equity Services, Inc | 28,547 | 399,000 | 0.39% | ||
| 22 | WOLVERINE ASSET MANAGEMENT LLC | 27,782 | 388,000 | 0.38% | ||
| 23 | GOLDMAN SACHS GROUP INC | 26,230 | 366,000 | 0.36% | ||
| 24 | FIDUCIARY TRUST INTERNATIONAL LLC | 25,836 | 361,000 | 0.36% | ||
| 25 | OTA Financial Group L.P. | 25,633 | 358,000 | 0.35% | ||
| 26 | MARINER INVESTMENT GROUP LLC | 25,000 | 349,000 | 0.34% | ||
| 27 | Dana Investment Advisors, Inc. | 19,009 | 266,000 | 0.26% | ||
| 28 | Virtu KCG Holdings LLC | 18,902 | 264,000 | 0.26% | ||
| 29 | Tower Research Capital LLC (TRC) | 16,500 | 231,000 | 0.23% | ||
| 30 | VICUS CAPITAL | 15,993 | 223,000 | 0.22% | ||
| 31 | AMERICAN INTERNATIONAL GROUP, INC. | 15,676 | 218,996 | 0.22% | ||
| 32 | DEUTSCHE BANK AG\ | 15,005 | 209,000 | 0.21% | ||
| 33 | ROYAL BANK OF CANADA | 14,875 | 208,000 | 0.20% | ||
| 34 | Private Advisor Group, LLC | 13,155 | 184,000 | 0.18% | ||
| 35 | US BANCORP \DE\ | 13,000 | 182,000 | 0.18% | ||
| 36 | NEW ENGLAND SECURITIES CORP /MA/ | 12,811 | 179,000 | 0.18% | ||
| 37 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11,252 | 157,000 | 0.15% | ||
| 38 | B. Riley Wealth Advisors, Inc. | 10,900 | 152,000 | 0.15% | ||
| 39 | PNC FINANCIAL SERVICES GROUP, INC. | 10,480 | 147,000 | 0.14% | ||
| 40 | NATIONAL PLANNING CORP | 10,455 | 146,682 | 0.14% | ||
| 41 | MSI Financial Services Inc | 9,254 | 129,000 | 0.13% | ||
| 42 | Stratos Wealth Partners, LTD. | 7,344 | 102,596 | 0.10% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,076 | 85,000 | 0.08% | ||
| 44 | NEXT Financial Group, Inc | 3,707 | 52,000 | 0.05% | ||
| 45 | D.A. DAVIDSON & CO. | 3,580 | 50,000 | 0.05% | ||
| 46 | CITIGROUP INC | 3,337 | 47,000 | 0.05% | ||
| 47 | Avior Wealth Management, LLC | 3,000 | 42,000 | 0.04% | ||
| 48 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3,000 | 41,000 | 0.04% | ||
| 49 | WFG Advisors, LP | 1,000 | 14,000 | 0.01% | ||
| 50 | Carroll Financial Associates, Inc. | 806 | 12,000 | 0.01% |
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.
