| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,827,603 | 38,042,000 | 13.44% | ||
| 2 | RELATIVE VALUE PARTNERS GROUP, LLC | 3,680,179 | 28,830,000 | 10.18% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,575,905 | 28,178,000 | 9.95% | ||
| 4 | Invesco Ltd. | 2,956,748 | 23,299,000 | 8.23% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 2,362,148 | 18,614,000 | 6.58% | ||
| 6 | Karpus Management, Inc. | 2,246,937 | 17,706,000 | 6.25% | ||
| 7 | STIFEL FINANCIAL CORP | 1,499,627 | 11,819,000 | 4.18% | ||
| 8 | 1832 Asset Management L.P. | 1,425,486 | 11,307,000 | 3.99% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 1,373,541 | 10,824,000 | 3.82% | ||
| 10 | Richard C. Young & CO., LTD. | 1,346,864 | 10,613,000 | 3.75% | ||
| 11 | Advisors Asset Management, Inc. | 1,076,183 | 8,480,000 | 3.00% | ||
| 12 | ROYAL BANK OF CANADA | 1,002,384 | 7,900,000 | 2.79% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 964,349 | 7,599,000 | 2.68% | ||
| 14 | GUGGENHEIM CAPITAL LLC | 844,493 | 6,655,000 | 2.35% | ||
| 15 | UBS Group AG | 740,281 | 5,833,000 | 2.06% | ||
| 16 | LPL Financial LLC | 590,747 | 4,631,000 | 1.64% | ||
| 17 | 1607 Capital Partners, LLC | 569,587 | 4,488,000 | 1.59% | ||
| 18 | Capital Investment Advisors, LLC | 555,351 | 4,376,000 | 1.55% | ||
| 19 | BANK OF NOVA SCOTIA | 441,781 | 3,481,000 | 1.23% | ||
| 20 | CONNING INC. | 408,763 | 3,221,000 | 1.14% | ||
| 21 | BAIRD FINANCIAL GROUP, INC. | 395,858 | 3,120,000 | 1.10% | ||
| 22 | ROBLE, BELKO & COMPANY, INC | 282,798 | 2,228,000 | 0.79% | ||
| 23 | WealthTrust Axiom LLC | 166,842 | 1,314,000 | 0.46% | ||
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | 132,056 | 1,041,000 | 0.37% | ||
| 25 | Camarda Financial Advisors, LLC | 122,225 | 963,000 | 0.34% | ||
| 26 | RAYMOND JAMES TRUST N.A. | 119,752 | 943,000 | 0.33% | ||
| 27 | Wharton Business Group, LLC | 113,315 | 893,000 | 0.32% | SH | |
| 28 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 90,938 | 717,000 | 0.25% | ||
| 29 | Commonwealth Equity Services, Inc | 86,083 | 678,000 | 0.24% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 84,923 | 669,000 | 0.24% | ||
| 31 | IFP ADVISORS, INC | 83,419 | 657,000 | 0.23% | ||
| 32 | CSS LLC/IL | 82,609 | 651,000 | 0.23% | ||
| 33 | ADVISOR GROUP, INC. | 77,821 | 612,000 | 0.22% | ||
| 34 | SHEPHERD KAPLAN KROCHUK, LLC | 75,190 | 593,000 | 0.21% | ||
| 35 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 66,522 | 524,000 | 0.19% | ||
| 36 | VICUS CAPITAL | 62,210 | 490,000 | 0.17% | ||
| 37 | WEDBUSH SECURITIES INC | 61,700 | 486,000 | 0.17% | ||
| 38 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 59,896 | 471,000 | 0.17% | ||
| 39 | Brick & Kyle, Associates | 58,320 | 460,000 | 0.16% | ||
| 40 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 50,084 | 395,000 | 0.14% | ||
| 41 | Oxbow Advisors, LLC | 48,014 | 377,000 | 0.13% | ||
| 42 | MSI Financial Services Inc | 47,172 | 372,000 | 0.13% | ||
| 43 | CAHILL FINANCIAL ADVISORS INC | 46,216 | 365,000 | 0.13% | ||
| 44 | NORTHERN TRUST CORP | 45,710 | 360,000 | 0.13% | ||
| 45 | SUNTRUST BANKS INC | 42,768 | 337,000 | 0.12% | ||
| 46 | Concert Wealth Management Inc. | 42,885 | 337,000 | 0.12% | ||
| 47 | POINTE CAPITAL MANAGEMENT LLC | 41,525 | 327,000 | 0.12% | ||
| 48 | Iowa State Bank | 39,734 | 313,000 | 0.11% | ||
| 49 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34,950 | 280,000 | 0.10% | ||
| 50 | DEUTSCHE BANK AG\ | 35,450 | 279,000 | 0.10% |
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.
