| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8,008,448 | 56,779,000 | 30.57% | ||
| 2 | WELLS FARGO & COMPANY/MN | 3,003,678 | 21,296,000 | 11.47% | ||
| 3 | Advisors Asset Management, Inc. | 2,656,617 | 18,835,000 | 10.14% | ||
| 4 | UBS Group AG | 2,651,924 | 18,802,000 | 10.12% | ||
| 5 | 1607 Capital Partners, LLC | 2,170,634 | 15,390,000 | 8.29% | ||
| 6 | Invesco Ltd. | 1,730,786 | 12,271,000 | 6.61% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 1,379,047 | 9,777,000 | 5.26% | ||
| 8 | Karpus Management, Inc. | 1,287,827 | 9,131,000 | 4.92% | ||
| 9 | Jacobus Wealth Management, Inc. | 611,333 | 4,334,000 | 2.33% | ||
| 10 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 544,480 | 3,860,000 | 2.08% | ||
| 11 | LAZARD ASSET MANAGEMENT LLC | 234,535 | 1,662,000 | 0.89% | ||
| 12 | FCA CORP /TX | 214,289 | 1,519,000 | 0.82% | ||
| 13 | CORNERSTONE ADVISORS INC | 204,156 | 1,447,000 | 0.78% | ||
| 14 | LPL Financial LLC | 122,814 | 873,000 | 0.47% | ||
| 15 | DOLIVER ADVISORS, LP | 117,183 | 831,000 | 0.45% | ||
| 16 | Shaker Financial Services, LLC | 108,477 | 769,000 | 0.41% | ||
| 17 | HOLLENCREST CAPITAL MANAGEMENT | 83,568 | 592,000 | 0.32% | ||
| 18 | Winslow, Evans & Crocker, Inc. | 80,070 | 567,698 | 0.31% | ||
| 19 | Lyons Wealth Management, LLC. | 71,695 | 511,000 | 0.28% | ||
| 20 | PNC FINANCIAL SERVICES GROUP, INC. | 60,662 | 430,000 | 0.23% | ||
| 21 | DEUTSCHE BANK AG\ | 57,004 | 404,000 | 0.22% | ||
| 22 | OTA Financial Group L.P. | 49,269 | 349,000 | 0.19% | ||
| 23 | GUGGENHEIM CAPITAL LLC | 47,386 | 336,000 | 0.18% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 47,210 | 335,000 | 0.18% | ||
| 25 | Commonwealth Equity Services, Inc | 46,962 | 333,000 | 0.18% | ||
| 26 | OPPENHEIMER & CO INC | 45,947 | 326,000 | 0.18% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 43,993 | 312,000 | 0.17% | ||
| 28 | Prospera Financial Services Inc | 43,050 | 305,000 | 0.16% | ||
| 29 | M&T BANK CORP | 42,916 | 304,000 | 0.16% | ||
| 30 | HighTower Advisors, LLC | 42,196 | 299,000 | 0.16% | ||
| 31 | AMERICAN INTERNATIONAL GROUP, INC. | 40,774 | 289,087 | 0.16% | ||
| 32 | KING INVESTMENT ADVISORS INC/TX | 39,236 | 278,000 | 0.15% | ||
| 33 | Traynor Capital Management, Inc. | 30,791 | 218,000 | 0.12% | ||
| 34 | Global Endowment Management, LP | 30,000 | 213,000 | 0.11% | ||
| 35 | BlackRock Finance, Inc. | 25,513 | 181,000 | 0.10% | ||
| 36 | GOLDMAN SACHS GROUP INC | 25,009 | 177,000 | 0.10% | ||
| 37 | CFO4Life, L.P. | 21,089 | 150,000 | 0.08% | ||
| 38 | STIFEL FINANCIAL CORP | 20,949 | 149,000 | 0.08% | ||
| 39 | FIDUCIARY TRUST INTERNATIONAL LLC | 18,590 | 132,000 | 0.07% | ||
| 40 | Sunbelt Securities, Inc. | 14,410 | 102,167 | 0.06% | ||
| 41 | Investors Capital Advisory Services | 14,019 | 99,000 | 0.05% | ||
| 42 | Relative Value Partners, LLC | 13,358 | 95,000 | 0.05% | ||
| 43 | Robert W. Baird & Co. Inc | 12,920 | 92,000 | 0.05% | ||
| 44 | Private Advisor Group, LLC | 12,569 | 89,000 | 0.05% | ||
| 45 | CITIGROUP INC | 8,624 | 62,000 | 0.03% | ||
| 46 | ROYAL BANK OF CANADA | 8,077 | 57,000 | 0.03% | ||
| 47 | FEDERATED HERMES, INC. | 6,139 | 44,000 | 0.02% | ||
| 48 | WFG Advisors, LP | 5,906 | 42,000 | 0.02% | ||
| 49 | Tower Research Capital LLC (TRC) | 5,200 | 37,000 | 0.02% | ||
| 50 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,612 | 33,000 | 0.02% |
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.
