| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,128,946 | 67,219,000 | 24.78% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,974,937 | 48,432,000 | 17.86% | ||
| 3 | FIDUCIARY TRUST CO | 1,717,264 | 27,957,000 | 10.31% | ||
| 4 | NorthRock Partners, LLC | 1,665,815 | 27,125,000 | 10.00% | ||
| 5 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 670,213 | 10,911,000 | 4.02% | ||
| 6 | GUGGENHEIM CAPITAL LLC | 560,623 | 9,127,000 | 3.37% | ||
| 7 | UBS Group AG | 450,908 | 7,341,000 | 2.71% | ||
| 8 | WELLS FARGO & COMPANY/MN | 444,944 | 7,243,000 | 2.67% | ||
| 9 | Advisors Asset Management, Inc. | 423,908 | 6,901,000 | 2.54% | ||
| 10 | AMERIPRISE FINANCIAL INC | 303,088 | 4,938,000 | 1.82% | ||
| 11 | Klingman & Associates, LLC | 298,048 | 4,852,000 | 1.79% | ||
| 12 | ROYAL BANK OF CANADA | 285,361 | 4,646,000 | 1.71% | ||
| 13 | Horizon Kinetics LLC | 267,322 | 4,352,000 | 1.60% | ||
| 14 | SIT INVESTMENT ASSOCIATES INC | 252,274 | 4,107,000 | 1.51% | ||
| 15 | Clearbridge Investments, LLC | 221,300 | 3,603,000 | 1.33% | ||
| 16 | Invesco Ltd. | 217,199 | 3,536,000 | 1.30% | ||
| 17 | BECK CAPITAL MANAGEMENT, LLC | 143,184 | 2,331,000 | 0.86% | ||
| 18 | Carnegie Investment Counsel | 111,721 | 1,775,000 | 0.65% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 92,927 | 1,513,000 | 0.56% | ||
| 20 | BUSH ODONNELL INVESTMENT ADVISORS INC | 80,605 | 1,312,000 | 0.48% | ||
| 21 | COHEN & STEERS, INC. | 78,989 | 1,286,000 | 0.47% | ||
| 22 | CITIGROUP INC | 76,911 | 1,252,000 | 0.46% | ||
| 23 | HL FINANCIAL SERVICES LLC | 75,870 | 1,235,000 | 0.46% | ||
| 24 | CEDAR HILL ASSOCIATES, LLC | 74,775 | 1,217,000 | 0.45% | ||
| 25 | TERRIL BROTHERS, INC. | 69,800 | 1,136,000 | 0.42% | ||
| 26 | Commonwealth Equity Services, Inc | 67,004 | 1,091,000 | 0.40% | ||
| 27 | Allen Investment Management, LLC | 61,574 | 1,002,000 | 0.37% | ||
| 28 | OPPENHEIMER & CO INC | 61,552 | 1,001,000 | 0.37% | ||
| 29 | LPL Financial LLC | 62,332 | 992,000 | 0.37% | ||
| 30 | Private Advisor Group, LLC | 61,139 | 973,000 | 0.36% | ||
| 31 | DAVENPORT & Co LLC | 50,000 | 814,000 | 0.30% | ||
| 32 | FRANKLIN RESOURCES INC | 43,600 | 710,000 | 0.26% | ||
| 33 | Raymond James Financial Services Advisors, Inc. | 40,097 | 653,000 | 0.24% | ||
| 34 | US BANCORP \DE\ | 37,782 | 615,000 | 0.23% | ||
| 35 | Janney Montgomery Scott LLC | 35,776 | 582,000 | 0.21% | ||
| 36 | D.A. DAVIDSON & CO. | 34,574 | 562,000 | 0.21% | ||
| 37 | Fiera Capital Corp | 29,615 | 482,000 | 0.18% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 28,971 | 472,000 | 0.17% | ||
| 39 | STEPHENS INC /AR/ | 28,967 | 472,000 | 0.17% | ||
| 40 | HighTower Advisors, LLC | 28,408 | 461,000 | 0.17% | ||
| 41 | M&T BANK CORP | 27,366 | 446,000 | 0.16% | ||
| 42 | BAIRD FINANCIAL GROUP, INC. | 27,010 | 440,000 | 0.16% | ||
| 43 | Stratos Wealth Partners, LTD. | 26,592 | 433,000 | 0.16% | ||
| 44 | LAUREL WEALTH ADVISORS, INC. | 25,710 | 419,000 | 0.15% | ||
| 45 | MOSAIC FAMILY WEALTH, LLC | 18,986 | 309,000 | 0.11% | ||
| 46 | BB&T SECURITIES, LLC | 18,906 | 307,000 | 0.11% | ||
| 47 | DOLIVER ADVISORS, LP | 16,743 | 273,000 | 0.10% | ||
| 48 | COTTAGE STREET ADVISORS LLC | 17,473 | 261,000 | 0.10% | ||
| 49 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15,485 | 252,000 | 0.09% | ||
| 50 | STIFEL FINANCIAL CORP | 14,870 | 240,000 | 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.
