| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,295,440 | 13,460,000 | 12.46% | ||
| 2 | LPL Financial LLC | 1,194,121 | 12,144,000 | 11.25% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,100,870 | 11,437,000 | 10.59% | ||
| 4 | GUGGENHEIM CAPITAL LLC | 414,514 | 4,306,000 | 3.99% | ||
| 5 | UBS Group AG | 413,490 | 4,296,000 | 3.98% | ||
| 6 | AMERICAN INTERNATIONAL GROUP, INC. | 398,701 | 4,142,000 | 3.84% | ||
| 7 | WELLS FARGO & COMPANY/MN | 375,561 | 3,903,000 | 3.61% | ||
| 8 | NINE MASTS CAPITAL Ltd | 317,750 | 3,301,000 | 3.06% | ||
| 9 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 300,586 | 3,123,000 | 2.89% | ||
| 10 | MARINER INVESTMENT GROUP LLC | 287,117 | 2,983,000 | 2.76% | ||
| 11 | GREATMARK INVESTMENT PARTNERS, INC. | 280,707 | 2,917,000 | 2.70% | ||
| 12 | Raymond James Financial Services Advisors, Inc. | 238,544 | 2,478,000 | 2.29% | ||
| 13 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 219,488 | 2,280,000 | 2.11% | ||
| 14 | ROYAL BANK OF CANADA | 216,093 | 2,245,000 | 2.08% | ||
| 15 | Calamos Wealth Management LLC | 214,397 | 2,228,000 | 2.06% | ||
| 16 | New England Investment & Retirement Group, Inc. | 206,227 | 2,143,000 | 1.98% | ||
| 17 | Jacobus Wealth Management, Inc. | 190,135 | 1,975,000 | 1.83% | ||
| 18 | AMERIPRISE FINANCIAL INC | 172,432 | 1,792,000 | 1.66% | ||
| 19 | ROBINSON CAPITAL MANAGEMENT, LLC | 168,000 | 1,746,000 | 1.62% | ||
| 20 | GFS Advisors, LLC | 17,663 | 1,700,000 | 1.57% | ||
| 21 | USCA RIA LLC | 17,663 | 1,700,000 | 1.57% | ||
| 22 | Advisors Asset Management, Inc. | 147,200 | 1,529,000 | 1.42% | ||
| 23 | INVESTMENT CENTERS OF AMERICA INC | 143,315 | 1,483,000 | 1.37% | ||
| 24 | COHEN & STEERS, INC. | 129,602 | 1,347,000 | 1.25% | ||
| 25 | DOMANI WEALTH, LLC | 120,821 | 1,255,000 | 1.16% | ||
| 26 | RAYMOND JAMES & ASSOCIATES | 117,828 | 1,224,000 | 1.13% | ||
| 27 | Prospera Financial Services Inc | 107,485 | 1,117,000 | 1.03% | ||
| 28 | CORNERSTONE ADVISORY, LLC | 99,793 | 1,037,000 | 0.96% | ||
| 29 | CITIGROUP INC | 99,550 | 1,035,000 | 0.96% | ||
| 30 | EATON VANCE MANAGEMENT | 99,112 | 1,030,000 | 0.95% | ||
| 31 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 79,525 | 826,000 | 0.76% | ||
| 32 | SG Americas Securities, LLC | 69,162 | 719,000 | 0.67% | ||
| 33 | Investors Capital Advisory Services | 68,418 | 710,000 | 0.66% | ||
| 34 | CLOUGH CAPITAL PARTNERS L P | 61,699 | 641,000 | 0.59% | ||
| 35 | Klingman & Associates, LLC | 55,305 | 575,000 | 0.53% | ||
| 36 | Cetera Advisors LLC | 54,012 | 561,000 | 0.52% | ||
| 37 | STIFEL FINANCIAL CORP | 48,575 | 505,000 | 0.47% | ||
| 38 | Commonwealth Equity Services, Inc | 47,429 | 493,000 | 0.46% | ||
| 39 | CUTLER GROUP LLC / CA | 40,900 | 424,000 | 0.39% | ||
| 40 | SHEETS SMITH WEALTH MANAGEMENT | 33,553 | 349,000 | 0.32% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 30,760 | 320,000 | 0.30% | ||
| 42 | NATIONAL PLANNING CORP | 27,680 | 283,000 | 0.26% | ||
| 43 | Cambridge Investment Research Advisors, Inc. | 25,781 | 268,000 | 0.25% | ||
| 44 | Virtu KCG Holdings LLC | 22,476 | 234,000 | 0.22% | ||
| 45 | MERIDIAN INVESTMENT COUNSEL INC. | 19,200 | 199,000 | 0.18% | ||
| 46 | IFP ADVISORS, INC | 16,804 | 175,000 | 0.16% | ||
| 47 | HighTower Advisors, LLC | 16,720 | 173,000 | 0.16% | ||
| 48 | LINCOLN NATIONAL CORP | 16,418 | 171,000 | 0.16% | ||
| 49 | PLANNING ALTERNATIVES LTD /ADV | 16,425 | 171,000 | 0.16% | ||
| 50 | Cetera Advisor Networks LLC | 16,011 | 167,000 | 0.15% |
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.