| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,397,739 | 66,758,000 | 25.77% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,628,644 | 39,903,000 | 15.40% | ||
| 3 | FIDUCIARY TRUST CO | 1,233,144 | 18,718,000 | 7.23% | ||
| 4 | SUN LIFE FINANCIAL INC | 150 | 14,924,000 | 5.76% | ||
| 5 | NorthRock Partners, LLC | 942,012 | 14,317,000 | 5.53% | ||
| 6 | BESSEMER GROUP INC | 933,873 | 14,176,000 | 5.47% | ||
| 7 | GUGGENHEIM CAPITAL LLC | 682,458 | 10,360,000 | 4.00% | ||
| 8 | Advisors Asset Management, Inc. | 486,560 | 7,386,000 | 2.85% | ||
| 9 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 454,610 | 6,901,000 | 2.66% | ||
| 10 | WELLS FARGO & COMPANY/MN | 369,830 | 5,614,000 | 2.17% | ||
| 11 | Invesco Ltd. | 334,961 | 5,085,000 | 1.96% | ||
| 12 | UBS Group AG | 333,524 | 5,063,000 | 1.95% | ||
| 13 | Klingman & Associates, LLC | 310,808 | 4,718,000 | 1.82% | ||
| 14 | Clearbridge Investments, LLC | 233,212 | 3,540,000 | 1.37% | ||
| 15 | DOLIVER ADVISORS, LP | 218,578 | 3,318,000 | 1.28% | ||
| 16 | ROYAL BANK OF CANADA | 189,030 | 2,869,000 | 1.11% | ||
| 17 | LPL Financial LLC | 163,699 | 2,454,000 | 0.95% | ||
| 18 | AMERIPRISE FINANCIAL INC | 158,070 | 2,398,000 | 0.93% | ||
| 19 | SIT INVESTMENT ASSOCIATES INC | 143,166 | 2,173,000 | 0.84% | ||
| 20 | Weiss Asset Management LP | 142,289 | 2,160,000 | 0.83% | ||
| 21 | CITIGROUP INC | 119,163 | 1,809,000 | 0.70% | ||
| 22 | SG Americas Securities, LLC | 106,943 | 1,623,000 | 0.63% | ||
| 23 | CEDAR HILL ASSOCIATES, LLC | 96,945 | 1,472,000 | 0.57% | ||
| 24 | BUSH ODONNELL INVESTMENT ADVISORS INC | 79,350 | 1,205,000 | 0.47% | ||
| 25 | APPALOOSA MANAGEMENT LP | 78,328 | 1,189,000 | 0.46% | ||
| 26 | STEPHENS INC /AR/ | 78,036 | 1,185,000 | 0.46% | ||
| 27 | Private Advisor Group, LLC | 71,831 | 1,090,000 | 0.42% | ||
| 28 | Commonwealth Equity Services, Inc | 65,526 | 995,000 | 0.38% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 64,924 | 986,000 | 0.38% | ||
| 30 | Raymond James Financial Services Advisors, Inc. | 54,764 | 831,000 | 0.32% | ||
| 31 | STIFEL FINANCIAL CORP | 54,550 | 828,000 | 0.32% | ||
| 32 | OPPENHEIMER & CO INC | 52,977 | 804,000 | 0.31% | ||
| 33 | Janney Montgomery Scott LLC | 51,226 | 778,000 | 0.30% | ||
| 34 | DEUTSCHE BANK AG\ | 45,016 | 683,000 | 0.26% | ||
| 35 | Carnegie Investment Counsel | 52,336 | 660,000 | 0.25% | ||
| 36 | FRANKLIN RESOURCES INC | 39,600 | 601,000 | 0.23% | ||
| 37 | US BANCORP \DE\ | 32,850 | 499,000 | 0.19% | ||
| 38 | Curi Capital, LLC | 31,351 | 476,000 | 0.18% | ||
| 39 | TERRIL BROTHERS, INC. | 32,100 | 469,000 | 0.18% | ||
| 40 | TFS CAPITAL LLC | 30,446 | 462,000 | 0.18% | ||
| 41 | GOLDMAN SACHS GROUP INC | 29,686 | 451,000 | 0.17% | ||
| 42 | Fiera Capital Corp | 29,615 | 450,000 | 0.17% | ||
| 43 | Cambridge Investment Research Advisors, Inc. | 27,379 | 416,000 | 0.16% | ||
| 44 | BB&T SECURITIES, LLC | 26,290 | 399,000 | 0.15% | ||
| 45 | LAUREL WEALTH ADVISORS, INC. | 25,949 | 394,000 | 0.15% | ||
| 46 | HighTower Advisors, LLC | 24,463 | 373,000 | 0.14% | ||
| 47 | Virtu KCG Holdings LLC | 24,031 | 365,000 | 0.14% | ||
| 48 | SMITH HAYES Advisers, Inc | 20,540 | 312,000 | 0.12% | ||
| 49 | Investors Capital Advisory Services | 20,500 | 311,000 | 0.12% | ||
| 50 | MOSAIC FAMILY WEALTH, LLC | 20,331 | 308,000 | 0.12% |
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.
