| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 4,158,465 | 111,953,000 | 25.23% | ||
| 2 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,260,211 | 33,927,000 | 7.65% | ||
| 3 | MORGAN STANLEY | 1,060,645 | 28,555,000 | 6.44% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 997,832 | 26,864,000 | 6.05% | ||
| 5 | BALASA DINVERNO & FOLTZ LLC | 1,133,462 | 24,823,000 | 5.59% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 843,061 | 22,697,000 | 5.12% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 836,404 | 22,518,000 | 5.07% | ||
| 8 | Gradient Investments LLC | 757,739 | 20,400,000 | 4.60% | ||
| 9 | UBS AG | 575,893 | 15,504,000 | 3.49% | ||
| 10 | Linscomb Wealth, Inc. | 555,264 | 14,949,000 | 3.37% | ||
| 11 | SHINE INVESTMENT ADVISORY SERVICES INC | 494,655 | 13,317,000 | 3.00% | ||
| 12 | WELLS FARGO & COMPANY/MN | 467,483 | 12,586,000 | 2.84% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 374,839 | 10,091,000 | 2.27% | ||
| 14 | STIFEL FINANCIAL CORP | 287,249 | 7,733,000 | 1.74% | ||
| 15 | Cetera Advisor Networks LLC | 279,017 | 7,523,000 | 1.70% | ||
| 16 | Summit Asset Management, LLC | 188,868 | 5,085,000 | 1.15% | ||
| 17 | LPL Financial LLC | 172,523 | 4,645,000 | 1.05% | ||
| 18 | COURIER CAPITAL LLC | 161,620 | 4,351,000 | 0.98% | ||
| 19 | TD Capital Management LLC | 160,944 | 4,333,000 | 0.98% | ||
| 20 | PRING TURNER CAPITAL GROUP INC | 152,789 | 4,113,000 | 0.93% | ||
| 21 | PacWest Financial Management Inc | 150,408 | 4,049,000 | 0.91% | ||
| 22 | GHP Investment Advisors, Inc. | 145,345 | 3,913,000 | 0.88% | ||
| 23 | ATWOOD & PALMER INC | 139,870 | 3,766,000 | 0.85% | ||
| 24 | Prospera Financial Services Inc | 122,019 | 3,285,000 | 0.74% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 95,461 | 2,570,000 | 0.58% | ||
| 26 | Commonwealth Equity Services, Inc | 95,060 | 2,559,000 | 0.58% | ||
| 27 | DUBUQUE BANK & TRUST CO | 85,200 | 2,294,000 | 0.52% | ||
| 28 | AMERIPRISE FINANCIAL INC | 83,553 | 2,251,000 | 0.51% | ||
| 29 | ROYAL BANK OF CANADA | 75,458 | 2,031,000 | 0.46% | ||
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 73,958 | 1,991,000 | 0.45% | ||
| 31 | Bluefin Trading, LLC | 67,432 | 1,800,000 | 0.41% | ||
| 32 | DAVENPORT & Co LLC | 63,280 | 1,703,624 | 0.38% | ||
| 33 | Capital Advisors, Ltd. LLC | 60,778 | 1,636,000 | 0.37% | ||
| 34 | Taylor, Cottrill LLC | 49,328 | 1,328,000 | 0.30% | ||
| 35 | Parasol Investment Management, LLC | 46,680 | 1,257,000 | 0.28% | ||
| 36 | Independent Portfolio Consultants, Inc. | 44,505 | 1,198,000 | 0.27% | ||
| 37 | Confluence Wealth Management LLC | 44,049 | 1,186,000 | 0.27% | ||
| 38 | HighTower Advisors, LLC | 32,824 | 884,000 | 0.20% | ||
| 39 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27,539 | 741,000 | 0.17% | ||
| 40 | Beacon Capital Management, Inc. | 27,089 | 729,000 | 0.16% | ||
| 41 | Virtu KCG Holdings LLC | 26,512 | 714,000 | 0.16% | ||
| 42 | LINCOLN NATIONAL CORP | 22,223 | 598,000 | 0.13% | ||
| 43 | CADENCE BANK NA | 20,399 | 549,000 | 0.12% | ||
| 44 | Segment Wealth Management, LLC | 18,772 | 505,000 | 0.11% | ||
| 45 | RAYMOND JAMES & ASSOCIATES | 15,216 | 410,000 | 0.09% | ||
| 46 | CREDIT SUISSE AG/ | 15,167 | 408,000 | 0.09% | ||
| 47 | West Coast Financial LLC | 13,880 | 374,000 | 0.08% | ||
| 48 | RELIANCE TRUST CO | 13,605 | 366,000 | 0.08% | ||
| 49 | ROCKEFELLER FINANCIAL SERVICES INC | 12,263 | 330,000 | 0.07% | ||
| 50 | B. Riley Wealth Advisors, Inc. | 21,563 | 289,649 | 0.07% |
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.
