| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,619,341 | 47,487,000 | 20.50% | ||
| 2 | UBS Group AG | 3,535,533 | 36,345,000 | 15.69% | ||
| 3 | MORGAN STANLEY | 2,391,386 | 24,583,000 | 10.61% | ||
| 4 | Advisors Asset Management, Inc. | 1,724,168 | 17,724,000 | 7.65% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,272,841 | 13,085,000 | 5.65% | ||
| 6 | STIFEL FINANCIAL CORP | 1,058,114 | 10,882,000 | 4.70% | ||
| 7 | LPL Financial LLC | 863,083 | 8,786,000 | 3.79% | ||
| 8 | ROYAL BANK OF CANADA | 723,198 | 7,434,000 | 3.21% | ||
| 9 | CORNERSTONE ADVISORS INC | 508,878 | 5,231,000 | 2.26% | ||
| 10 | GUGGENHEIM CAPITAL LLC | 379,150 | 3,897,000 | 1.68% | ||
| 11 | McGowan Group Asset Management, Inc. | 355,163 | 3,651,000 | 1.58% | ||
| 12 | POINTE CAPITAL MANAGEMENT LLC | 354,510 | 3,644,000 | 1.57% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 350,783 | 3,606,000 | 1.56% | ||
| 14 | Shaker Financial Services, LLC | 350,211 | 3,600,000 | 1.55% | ||
| 15 | CENTRAL TRUST Co | 295,945 | 3,042,000 | 1.31% | ||
| 16 | Calamos Wealth Management LLC | 262,635 | 2,700,000 | 1.17% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 213,595 | 2,196,000 | 0.95% | ||
| 18 | Invesco Ltd. | 207,166 | 2,130,000 | 0.92% | ||
| 19 | Janney Montgomery Scott LLC | 184,651 | 1,898,000 | 0.82% | ||
| 20 | CONNING INC. | 183,874 | 1,890,000 | 0.82% | ||
| 21 | DOMANI WEALTH, LLC | 180,550 | 1,856,000 | 0.80% | ||
| 22 | COHEN & STEERS, INC. | 174,606 | 1,795,000 | 0.77% | ||
| 23 | Oxbow Advisors, LLC | 138,034 | 1,419,000 | 0.61% | ||
| 24 | Private Advisor Group, LLC | 138,792 | 1,413,000 | 0.61% | ||
| 25 | WEDBUSH SECURITIES INC | 128,043 | 1,316,000 | 0.57% | ||
| 26 | Cetera Advisor Networks LLC | 119,278 | 1,226,000 | 0.53% | ||
| 27 | Commonwealth Equity Services, Inc | 113,889 | 1,171,000 | 0.51% | ||
| 28 | TELEMUS CAPITAL, LLC | 95,528 | 982,000 | 0.42% | ||
| 29 | Creative Planning | 90,434 | 930,000 | 0.40% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 90,216 | 927,000 | 0.40% | ||
| 31 | ADVISOR GROUP, INC. | 89,925 | 925,000 | 0.40% | ||
| 32 | HighTower Advisors, LLC | 87,317 | 897,000 | 0.39% | ||
| 33 | Aviance Capital Partners, LLC | 85,964 | 884,000 | 0.38% | ||
| 34 | FINANCIAL ENHANCEMENT GROUP LLC | 85,025 | 874,000 | 0.38% | ||
| 35 | AMERIPRISE FINANCIAL INC | 55,514 | 581,000 | 0.25% | ||
| 36 | CITIGROUP INC | 46,617 | 479,000 | 0.21% | ||
| 37 | Dana Investment Advisors, Inc. | 46,431 | 477,000 | 0.21% | ||
| 38 | Frontier Wealth Management LLC | 45,629 | 469,000 | 0.20% | ||
| 39 | Regis Management CO LLC | 42,400 | 436,000 | 0.19% | ||
| 40 | RPG INVESTMENT ADVISORY, LLC | 42,558 | 436,000 | 0.19% | ||
| 41 | WealthTrust Axiom LLC | 37,269 | 383,000 | 0.17% | ||
| 42 | FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 35,234 | 362,000 | 0.16% | ||
| 43 | Concert Wealth Management Inc. | 33,024 | 339,000 | 0.15% | ||
| 44 | RAYMOND JAMES TRUST N.A. | 32,031 | 329,000 | 0.14% | ||
| 45 | CORIENT CAPITAL PARTNERS, LLC | 31,402 | 323,000 | 0.14% | ||
| 46 | HL FINANCIAL SERVICES LLC | 31,100 | 320,000 | 0.14% | ||
| 47 | PNC FINANCIAL SERVICES GROUP, INC. | 31,041 | 319,000 | 0.14% | ||
| 48 | IFP ADVISORS, INC | 29,521 | 303,000 | 0.13% | ||
| 49 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 27,839 | 286,000 | 0.12% | ||
| 50 | OPPENHEIMER & CO INC | 24,855 | 256,000 | 0.11% |
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.
