| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,576,173 | 41,140,000 | 17.59% | ||
| 2 | UBS Group AG | 3,487,569 | 31,353,000 | 13.41% | ||
| 3 | WELLS FARGO & COMPANY/MN | 3,047,867 | 27,400,000 | 11.72% | ||
| 4 | McGowan Group Asset Management, Inc. | 1,890,332 | 16,994,000 | 7.27% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,877,895 | 16,882,000 | 7.22% | ||
| 6 | CORNERSTONE ADVISORS INC | 1,176,555 | 10,577,000 | 4.52% | ||
| 7 | B. Riley Wealth Advisors, Inc. | 170,678 | 8,531,000 | 3.65% | ||
| 8 | Wilmington Savings Fund Society, FSB | 756,061 | 6,797,000 | 2.91% | ||
| 9 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 743,737 | 6,686,000 | 2.86% | ||
| 10 | 1607 Capital Partners, LLC | 713,813 | 6,417,000 | 2.74% | ||
| 11 | Invesco Ltd. | 600,325 | 5,397,000 | 2.31% | ||
| 12 | COHEN & STEERS, INC. | 593,048 | 5,332,000 | 2.28% | ||
| 13 | LPL Financial LLC | 522,478 | 4,697,000 | 2.01% | ||
| 14 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 386,524 | 3,475,000 | 1.49% | ||
| 15 | Janney Montgomery Scott LLC | 312,972 | 2,813,619 | 1.20% | ||
| 16 | GUGGENHEIM CAPITAL LLC | 272,005 | 2,446,000 | 1.05% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 230,085 | 2,068,000 | 0.88% | ||
| 18 | WealthTrust Axiom LLC | 227,850 | 2,048,000 | 0.88% | ||
| 19 | WOLVERINE ASSET MANAGEMENT LLC | 223,188 | 2,006,000 | 0.86% | ||
| 20 | Commonwealth Equity Services, Inc | 197,484 | 1,775,000 | 0.76% | ||
| 21 | AQR CAPITAL MANAGEMENT LLC | 187,741 | 1,688,000 | 0.72% | ||
| 22 | OPPENHEIMER & CO INC | 170,934 | 1,536,000 | 0.66% | ||
| 23 | Global Endowment Management, LP | 170,000 | 1,528,000 | 0.65% | ||
| 24 | CREDIT SUISSE AG/ | 164,586 | 1,480,000 | 0.63% | ||
| 25 | RAYMOND JAMES & ASSOCIATES | 155,417 | 1,397,000 | 0.60% | ||
| 26 | AMERIPRISE FINANCIAL INC | 149,429 | 1,344,000 | 0.57% | ||
| 27 | Fiduciary Trust Co International of Pennsylvania | 138,216 | 1,243,000 | 0.53% | ||
| 28 | BURNEY CO/ | 131,051 | 1,178,000 | 0.50% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 110,678 | 995,000 | 0.43% | ||
| 30 | ROYAL BANK OF CANADA | 107,528 | 967,000 | 0.41% | ||
| 31 | Cetera Advisors LLC | 90,414 | 812,000 | 0.35% | ||
| 32 | HL FINANCIAL SERVICES LLC | 86,992 | 782,000 | 0.33% | ||
| 33 | Robert W. Baird & Co. Inc | 86,305 | 776,000 | 0.33% | ||
| 34 | SCOTIA CAPITAL INC. | 85,403 | 768,000 | 0.33% | ||
| 35 | HighTower Advisors, LLC | 83,934 | 755,000 | 0.32% | ||
| 36 | FOSTER & MOTLEY INC | 81,354 | 731,000 | 0.31% | ||
| 37 | MERIDIAN INVESTMENT COUNSEL INC. | 77,600 | 698,000 | 0.30% | ||
| 38 | MSI Financial Services Inc | 68,751 | 618,000 | 0.26% | ||
| 39 | CITIGROUP INC | 68,820 | 618,000 | 0.26% | ||
| 40 | USCA RIA LLC | 67,000 | 602,000 | 0.26% | ||
| 41 | J.P. Morgan Private Wealth Advisors LLC | 66,448 | 597,000 | 0.26% | ||
| 42 | Cambridge Investment Research Advisors, Inc. | 64,863 | 583,000 | 0.25% | ||
| 43 | AMERICAN INTERNATIONAL GROUP, INC. | 56,383 | 506,881 | 0.22% | ||
| 44 | Advisors Asset Management, Inc. | 54,135 | 487,000 | 0.21% | ||
| 45 | US BANCORP \DE\ | 47,162 | 424,000 | 0.18% | ||
| 46 | VSR Financial Services, Inc. | 46,000 | 414,000 | 0.18% | ||
| 47 | Nuveen Asset Management, LLC | 44,300 | 398,000 | 0.17% | ||
| 48 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 38,671 | 348,000 | 0.15% | ||
| 49 | Placemark Investments, Inc. | 38,419 | 345,000 | 0.15% | ||
| 50 | Cetera Advisor Networks LLC | 36,487 | 328,000 | 0.14% |
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.
