| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,880,384 | 61,816,000 | 23.67% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,993,864 | 47,693,000 | 18.26% | ||
| 3 | FIDUCIARY TRUST CO | 1,634,144 | 26,032,000 | 9.97% | ||
| 4 | NorthRock Partners, LLC | 1,621,958 | 25,834,000 | 9.89% | ||
| 5 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 630,948 | 10,051,000 | 3.85% | ||
| 6 | GUGGENHEIM CAPITAL LLC | 622,359 | 9,914,000 | 3.80% | ||
| 7 | UBS Group AG | 447,234 | 7,124,000 | 2.73% | ||
| 8 | Advisors Asset Management, Inc. | 439,053 | 6,994,000 | 2.68% | ||
| 9 | WELLS FARGO & COMPANY/MN | 426,847 | 6,800,000 | 2.60% | ||
| 10 | Klingman & Associates, LLC | 305,368 | 4,865,000 | 1.86% | ||
| 11 | Invesco Ltd. | 272,268 | 4,337,000 | 1.66% | ||
| 12 | ROYAL BANK OF CANADA | 250,051 | 3,983,000 | 1.53% | ||
| 13 | Horizon Kinetics LLC | 240,807 | 3,836,000 | 1.47% | ||
| 14 | Clearbridge Investments, LLC | 238,550 | 3,800,000 | 1.46% | ||
| 15 | SIT INVESTMENT ASSOCIATES INC | 238,145 | 3,794,000 | 1.45% | ||
| 16 | AMERIPRISE FINANCIAL INC | 218,535 | 3,475,000 | 1.33% | ||
| 17 | BECK CAPITAL MANAGEMENT, LLC | 166,515 | 2,653,000 | 1.02% | ||
| 18 | CITIGROUP INC | 132,081 | 2,104,000 | 0.81% | ||
| 19 | Carnegie Investment Counsel | 95,940 | 1,514,000 | 0.58% | ||
| 20 | Janney Montgomery Scott LLC | 94,380 | 1,465,000 | 0.56% | ||
| 21 | BUSH ODONNELL INVESTMENT ADVISORS INC | 80,605 | 1,284,000 | 0.49% | ||
| 22 | COHEN & STEERS, INC. | 80,464 | 1,282,000 | 0.49% | ||
| 23 | CEDAR HILL ASSOCIATES, LLC | 77,225 | 1,230,000 | 0.47% | ||
| 24 | DOLIVER ADVISORS, LP | 76,180 | 1,208,000 | 0.46% | ||
| 25 | LPL Financial LLC | 77,149 | 1,196,000 | 0.46% | ||
| 26 | HL FINANCIAL SERVICES LLC | 74,821 | 1,192,000 | 0.46% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 70,503 | 1,123,000 | 0.43% | ||
| 28 | Commonwealth Equity Services, Inc | 66,405 | 1,058,000 | 0.41% | ||
| 29 | Private Advisor Group, LLC | 66,778 | 1,035,000 | 0.40% | ||
| 30 | Raymond James Financial Services Advisors, Inc. | 60,264 | 960,000 | 0.37% | ||
| 31 | OPPENHEIMER & CO INC | 57,552 | 916,000 | 0.35% | ||
| 32 | FRANKLIN RESOURCES INC | 48,038 | 765,000 | 0.29% | ||
| 33 | DEUTSCHE BANK AG\ | 45,016 | 717,000 | 0.27% | ||
| 34 | US BANCORP \DE\ | 32,147 | 512,000 | 0.20% | ||
| 35 | TERRIL BROTHERS, INC. | 32,100 | 511,000 | 0.20% | ||
| 36 | STEPHENS INC /AR/ | 30,537 | 486,000 | 0.19% | ||
| 37 | Fiera Capital Corp | 29,615 | 472,000 | 0.18% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 27,320 | 435,000 | 0.17% | ||
| 39 | BAIRD FINANCIAL GROUP, INC. | 26,445 | 421,000 | 0.16% | ||
| 40 | LAUREL WEALTH ADVISORS, INC. | 25,949 | 413,000 | 0.16% | ||
| 41 | STIFEL FINANCIAL CORP | 25,592 | 408,000 | 0.16% | ||
| 42 | M&T BANK CORP | 24,098 | 384,000 | 0.15% | ||
| 43 | HighTower Advisors, LLC | 21,702 | 347,000 | 0.13% | ||
| 44 | Stratos Wealth Partners, LTD. | 20,732 | 330,000 | 0.13% | ||
| 45 | BB&T SECURITIES, LLC | 19,267 | 306,000 | 0.12% | ||
| 46 | MOSAIC FAMILY WEALTH, LLC | 18,819 | 300,000 | 0.11% | ||
| 47 | CREDIT SUISSE AG/ | 17,971 | 287,000 | 0.11% | ||
| 48 | TFS CAPITAL LLC | 17,535 | 279,000 | 0.11% | ||
| 49 | Allen Investment Management, LLC | 16,390 | 261,000 | 0.10% | ||
| 50 | COTTAGE STREET ADVISORS LLC | 16,873 | 259,000 | 0.10% |
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.
