| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,514,062 | 86,083,000 | 17.02% | ||
| 2 | Atria Investments, Inc | 1,301 | 68,232,000 | 13.49% | ||
| 3 | STEWART WEST INDIES TRADING CO., LTD | 1,914,058 | 36,501,000 | 7.22% | ||
| 4 | UBS Group AG | 1,858,726 | 35,446,000 | 7.01% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,461,931 | 27,879,000 | 5.51% | ||
| 6 | 1607 Capital Partners, LLC | 1,324,228 | 25,253,000 | 4.99% | ||
| 7 | MORGAN STANLEY | 1,167,759 | 22,269,000 | 4.40% | ||
| 8 | Advisors Asset Management, Inc. | 1,096,360 | 20,908,000 | 4.13% | ||
| 9 | Karpus Management, Inc. | 1,066,717 | 20,342,000 | 4.02% | ||
| 10 | 1832 Asset Management L.P. | 1,004,690 | 19,231,000 | 3.80% | ||
| 11 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 952,369 | 18,162,000 | 3.59% | ||
| 12 | GUGGENHEIM CAPITAL LLC | 674,822 | 12,868,000 | 2.54% | ||
| 13 | McGowan Group Asset Management, Inc. | 625,929 | 11,936,000 | 2.36% | ||
| 14 | WOLVERINE ASSET MANAGEMENT LLC | 448,769 | 8,558,000 | 1.69% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 424,915 | 8,103,000 | 1.60% | ||
| 16 | ROYAL BANK OF CANADA | 375,414 | 7,159,000 | 1.42% | ||
| 17 | J.P. Morgan Private Wealth Advisors LLC | 330,730 | 6,307,000 | 1.25% | ||
| 18 | CORNERSTONE ADVISORS INC | 312,272 | 5,955,000 | 1.18% | ||
| 19 | Raymond James Financial Services Advisors, Inc. | 235,101 | 4,483,000 | 0.89% | ||
| 20 | FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 231,743 | 4,419,000 | 0.87% | ||
| 21 | BAIRD FINANCIAL GROUP, INC. | 224,114 | 4,274,000 | 0.84% | ||
| 22 | LPL Financial LLC | 191,314 | 3,733,000 | 0.74% | ||
| 23 | BANK OF NOVA SCOTIA | 189,446 | 3,602,000 | 0.71% | ||
| 24 | Invesco Ltd. | 187,902 | 3,583,000 | 0.71% | ||
| 25 | DEUTSCHE BANK AG\ | 167,919 | 3,202,000 | 0.63% | ||
| 26 | CONNING INC. | 165,628 | 3,159,000 | 0.62% | ||
| 27 | CREDIT SUISSE AG/ | 145,584 | 2,776,000 | 0.55% | ||
| 28 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 127,339 | 2,398,000 | 0.47% | ||
| 29 | Thomas J. Herzfeld Advisors, Inc. | 95,289 | 1,817,000 | 0.36% | ||
| 30 | DOLIVER ADVISORS, LP | 92,941 | 1,772,000 | 0.35% | ||
| 31 | DIXON HUBARD FEINOUR & BROWN INC/VA | 88,125 | 1,681,000 | 0.33% | ||
| 32 | Oxbow Advisors, LLC | 85,760 | 1,635,000 | 0.32% | ||
| 33 | HighTower Advisors, LLC | 69,219 | 1,330,000 | 0.26% | ||
| 34 | PNC FINANCIAL SERVICES GROUP, INC. | 60,881 | 1,160,000 | 0.23% | ||
| 35 | BB&T SECURITIES, LLC | 56,164 | 1,071,000 | 0.21% | ||
| 36 | STIFEL FINANCIAL CORP | 52,813 | 1,007,000 | 0.20% | ||
| 37 | Rathbones Group PLC | 50,850 | 970,000 | 0.19% | ||
| 38 | OPPENHEIMER & CO INC | 47,915 | 914,000 | 0.18% | ||
| 39 | Ancora Advisors LLC | 46,500 | 887,000 | 0.18% | ||
| 40 | ANCORA PRIVATE WEALTH ADVISORS, LLC | 44,630 | 851,000 | 0.17% | ||
| 41 | Apriem Advisors | 38,568 | 735,000 | 0.15% | ||
| 42 | MERIDIAN INVESTMENT COUNSEL INC. | 38,356 | 731,000 | 0.14% | ||
| 43 | Janney Montgomery Scott LLC | 37,408 | 713,000 | 0.14% | ||
| 44 | Commonwealth Equity Services, Inc | 36,437 | 695,000 | 0.14% | ||
| 45 | Creative Planning | 32,667 | 623,000 | 0.12% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 31,231 | 596,000 | 0.12% | ||
| 47 | VSR Financial Services, Inc. | 30,675 | 585,000 | 0.12% | ||
| 48 | AMERICAN INTERNATIONAL GROUP, INC. | 29,948 | 571,000 | 0.11% | ||
| 49 | Concert Wealth Management Inc. | 28,722 | 547,000 | 0.11% | ||
| 50 | Arete Wealth Advisors, LLC | 26,036 | 497,000 | 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.
