| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 4,139,966 | 33,741,000 | 11.77% | ||
| 2 | MORGAN STANLEY | 4,054,595 | 33,044,000 | 11.52% | ||
| 3 | RELATIVE VALUE PARTNERS GROUP, LLC | 3,538,759 | 28,841,000 | 10.06% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 2,865,689 | 23,355,000 | 8.14% | ||
| 5 | Invesco Ltd. | 2,679,410 | 21,837,000 | 7.62% | ||
| 6 | Advisors Asset Management, Inc. | 1,699,458 | 13,851,000 | 4.83% | ||
| 7 | STIFEL FINANCIAL CORP | 1,496,134 | 12,192,000 | 4.25% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 1,419,644 | 11,570,000 | 4.03% | ||
| 9 | Richard C. Young & CO., LTD. | 1,377,997 | 11,231,000 | 3.92% | SH | |
| 10 | Raymond James Financial Services Advisors, Inc. | 1,298,831 | 10,585,000 | 3.69% | ||
| 11 | ROYAL BANK OF CANADA | 1,101,919 | 8,981,000 | 3.13% | ||
| 12 | 1832 Asset Management L.P. | 1,008,272 | 8,217,000 | 2.87% | ||
| 13 | UBS Group AG | 888,389 | 7,240,000 | 2.52% | ||
| 14 | Capital Investment Advisors, LLC | 715,245 | 5,829,000 | 2.03% | ||
| 15 | GUGGENHEIM CAPITAL LLC | 710,324 | 5,789,000 | 2.02% | ||
| 16 | 1607 Capital Partners, LLC | 630,687 | 5,140,000 | 1.79% | ||
| 17 | Camarda Financial Advisors, LLC | 600,182 | 4,891,000 | 1.71% | ||
| 18 | LPL Financial LLC | 565,141 | 4,623,000 | 1.61% | ||
| 19 | CONNING INC. | 418,724 | 3,413,000 | 1.19% | ||
| 20 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 336,614 | 2,743,000 | 0.96% | ||
| 21 | BANK OF NOVA SCOTIA | 336,373 | 2,741,000 | 0.96% | ||
| 22 | ROBLE, BELKO & COMPANY, INC | 331,349 | 2,700,000 | 0.94% | ||
| 23 | BAIRD FINANCIAL GROUP, INC. | 165,152 | 1,346,000 | 0.47% | ||
| 24 | WealthTrust Axiom LLC | 160,338 | 1,306,000 | 0.46% | ||
| 25 | RAYMOND JAMES TRUST N.A. | 152,412 | 1,242,000 | 0.43% | ||
| 26 | CITIGROUP INC | 145,184 | 1,183,000 | 0.41% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 118,191 | 963,000 | 0.34% | ||
| 28 | Commonwealth Equity Services, Inc | 108,691 | 886,000 | 0.31% | ||
| 29 | IFP ADVISORS, INC | 107,009 | 872,000 | 0.30% | ||
| 30 | WEDBUSH SECURITIES INC | 106,662 | 869,000 | 0.30% | ||
| 31 | Wharton Business Group, LLC | 100,690 | 821,000 | 0.29% | SH | |
| 32 | VICUS CAPITAL | 90,846 | 740,000 | 0.26% | ||
| 33 | CSS LLC/IL | 83,655 | 682,000 | 0.24% | ||
| 34 | Shaker Financial Services, LLC | 82,156 | 670,000 | 0.23% | ||
| 35 | ADVISOR GROUP, INC. | 79,487 | 647,000 | 0.23% | ||
| 36 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 77,504 | 632,000 | 0.22% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 61,137 | 498,000 | 0.17% | ||
| 38 | MSI Financial Services Inc | 59,548 | 485,000 | 0.17% | ||
| 39 | Brick & Kyle, Associates | 57,520 | 469,000 | 0.16% | ||
| 40 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 51,983 | 424,000 | 0.15% | ||
| 41 | J.P. Morgan Private Wealth Advisors LLC | 51,029 | 416,000 | 0.15% | ||
| 42 | Oxbow Advisors, LLC | 50,564 | 412,000 | 0.14% | ||
| 43 | CAHILL FINANCIAL ADVISORS INC | 46,216 | 377,000 | 0.13% | ||
| 44 | NORTHERN TRUST CORP | 45,710 | 373,000 | 0.13% | ||
| 45 | SUNTRUST BANKS INC | 44,513 | 362,000 | 0.13% | ||
| 46 | PNC FINANCIAL SERVICES GROUP, INC. | 40,812 | 332,000 | 0.12% | ||
| 47 | Janney Montgomery Scott LLC | 35,802 | 292,000 | 0.10% | ||
| 48 | GIERL AUGUSTINE INVESTMENT MANAGEMENT INC | 29,954 | 244,000 | 0.09% | ||
| 49 | Private Advisor Group, LLC | 29,682 | 242,000 | 0.08% | ||
| 50 | SHUFRO ROSE & CO LLC | 28,385 | 231,000 | 0.08% |
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.
