| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,860,443 | 52,385,000 | 23.94% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,898,173 | 39,328,000 | 17.97% | ||
| 3 | FIDUCIARY TRUST CO | 1,666,308 | 22,612,000 | 10.33% | ||
| 4 | NorthRock Partners, LLC | 1,617,867 | 21,958,000 | 10.04% | ||
| 5 | GUGGENHEIM CAPITAL LLC | 660,992 | 8,972,000 | 4.10% | ||
| 6 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 585,992 | 7,952,000 | 3.63% | ||
| 7 | Advisors Asset Management, Inc. | 491,515 | 6,670,000 | 3.05% | ||
| 8 | UBS Group AG | 456,183 | 6,190,000 | 2.83% | ||
| 9 | WELLS FARGO & COMPANY/MN | 421,108 | 5,714,000 | 2.61% | ||
| 10 | Klingman & Associates, LLC | 310,658 | 4,216,000 | 1.93% | ||
| 11 | Invesco Ltd. | 300,488 | 4,078,000 | 1.86% | ||
| 12 | Clearbridge Investments, LLC | 265,712 | 3,606,000 | 1.65% | ||
| 13 | SIT INVESTMENT ASSOCIATES INC | 232,246 | 3,152,000 | 1.44% | ||
| 14 | ROYAL BANK OF CANADA | 225,899 | 3,065,000 | 1.40% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 187,261 | 2,541,000 | 1.16% | ||
| 16 | AMERIPRISE FINANCIAL INC | 186,725 | 2,534,000 | 1.16% | ||
| 17 | LPL Financial LLC | 169,915 | 2,129,000 | 0.97% | ||
| 18 | CITIGROUP INC | 137,125 | 1,861,000 | 0.85% | ||
| 19 | DOLIVER ADVISORS, LP | 119,956 | 1,628,000 | 0.74% | ||
| 20 | CEDAR HILL ASSOCIATES, LLC | 94,445 | 1,282,000 | 0.59% | ||
| 21 | BUSH ODONNELL INVESTMENT ADVISORS INC | 83,690 | 1,136,000 | 0.52% | ||
| 22 | COHEN & STEERS, INC. | 77,337 | 1,049,000 | 0.48% | ||
| 23 | STIFEL FINANCIAL CORP | 76,362 | 1,036,000 | 0.47% | ||
| 24 | Carnegie Investment Counsel | 74,374 | 1,009,000 | 0.46% | ||
| 25 | Private Advisor Group, LLC | 71,603 | 972,000 | 0.44% | ||
| 26 | Commonwealth Equity Services, Inc | 66,499 | 902,000 | 0.41% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 57,594 | 782,000 | 0.36% | ||
| 28 | OPPENHEIMER & CO INC | 50,802 | 689,000 | 0.31% | ||
| 29 | DEUTSCHE BANK AG\ | 45,016 | 610,000 | 0.28% | ||
| 30 | Janney Montgomery Scott LLC | 42,821 | 581,000 | 0.27% | ||
| 31 | FRANKLIN RESOURCES INC | 39,600 | 537,000 | 0.25% | ||
| 32 | US BANCORP \DE\ | 33,311 | 452,000 | 0.21% | ||
| 33 | TFS CAPITAL LLC | 32,197 | 437,000 | 0.20% | ||
| 34 | TERRIL BROTHERS, INC. | 32,100 | 436,000 | 0.20% | ||
| 35 | Fiera Capital Corp | 29,615 | 402,000 | 0.18% | ||
| 36 | Cambridge Investment Research Advisors, Inc. | 26,940 | 366,000 | 0.17% | ||
| 37 | STEPHENS INC /AR/ | 26,859 | 364,000 | 0.17% | ||
| 38 | LAUREL WEALTH ADVISORS, INC. | 25,949 | 352,000 | 0.16% | ||
| 39 | BAIRD FINANCIAL GROUP, INC. | 24,909 | 338,000 | 0.15% | ||
| 40 | BB&T SECURITIES, LLC | 24,517 | 332,000 | 0.15% | ||
| 41 | HighTower Advisors, LLC | 21,641 | 294,000 | 0.13% | ||
| 42 | Stratos Wealth Partners, LTD. | 20,145 | 273,000 | 0.12% | ||
| 43 | SMITH HAYES Advisers, Inc | 20,000 | 271,000 | 0.12% | ||
| 44 | Investors Capital Advisory Services | 19,500 | 264,000 | 0.12% | ||
| 45 | MOSAIC FAMILY WEALTH, LLC | 18,851 | 255,000 | 0.12% | ||
| 46 | COTTAGE STREET ADVISORS LLC | 16,873 | 251,000 | 0.11% | ||
| 47 | APPALOOSA LP | 18,197 | 247,000 | 0.11% | ||
| 48 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15,485 | 210,000 | 0.10% | ||
| 49 | PNC FINANCIAL SERVICES GROUP, INC. | 14,857 | 202,000 | 0.09% | ||
| 50 | MURPHY CAPITAL MANAGEMENT INC | 14,374 | 195,000 | 0.09% |
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.
