| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,463,491 | 38,999,000 | 23.25% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,883,156 | 32,464,000 | 19.36% | ||
| 3 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,347,885 | 15,177,000 | 9.05% | ||
| 4 | Invesco Ltd. | 830,316 | 9,350,000 | 5.57% | ||
| 5 | CORNERSTONE ADVISORS INC | 787,284 | 8,857,000 | 5.28% | ||
| 6 | WELLS FARGO & COMPANY/MN | 709,270 | 7,987,000 | 4.76% | ||
| 7 | LPL Financial LLC | 526,153 | 5,924,000 | 3.53% | ||
| 8 | CENTRAL TRUST Co | 483,748 | 5,447,000 | 3.25% | ||
| 9 | UBS AG | 452,631 | 5,097,000 | 3.04% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 390,723 | 4,400,000 | 2.62% | ||
| 11 | GUGGENHEIM CAPITAL LLC | 317,369 | 3,571,000 | 2.13% | ||
| 12 | AQR CAPITAL MANAGEMENT LLC | 224,262 | 2,525,000 | 1.51% | ||
| 13 | ROTHSCHILD INVESTMENT LLC /IL | 205,155 | 2,310,000 | 1.38% | ||
| 14 | ROYAL BANK OF CANADA | 147,161 | 1,657,000 | 0.99% | ||
| 15 | BURNEY CO/ | 140,703 | 1,584,000 | 0.94% | ||
| 16 | Gramercy Funds Management LLC | 136,600 | 1,538,000 | 0.92% | ||
| 17 | OPPENHEIMER & CO INC | 118,154 | 1,330,000 | 0.79% | ||
| 18 | DEUTSCHE BANK AG\ | 116,111 | 1,307,000 | 0.78% | ||
| 19 | Advisors Asset Management, Inc. | 109,771 | 1,235,000 | 0.74% | ||
| 20 | RMR Advisors LLC | 100,297 | 1,128,000 | 0.67% | ||
| 21 | FMA ADVISORY INC | 96,903 | 1,091,000 | 0.65% | ||
| 22 | Horizon Kinetics LLC | 86,699 | 976,000 | 0.58% | ||
| 23 | AMERICAN INTERNATIONAL GROUP, INC. | 83,349 | 938,514 | 0.56% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 61,936 | 697,000 | 0.42% | ||
| 25 | TFS CAPITAL LLC | 60,604 | 682,000 | 0.41% | ||
| 26 | United Asset Strategies, Inc. | 60,370 | 680,000 | 0.41% | ||
| 27 | AMERIPRISE FINANCIAL INC | 55,339 | 623,000 | 0.37% | ||
| 28 | HighTower Advisors, LLC | 54,293 | 611,000 | 0.36% | ||
| 29 | PNC FINANCIAL SERVICES GROUP, INC. | 47,861 | 540,000 | 0.32% | ||
| 30 | RAYMOND JAMES TRUST N.A. | 44,887 | 505,000 | 0.30% | ||
| 31 | Commonwealth Equity Services, Inc | 44,146 | 497,000 | 0.30% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 41,272 | 465,000 | 0.28% | ||
| 33 | Janney Montgomery Scott LLC | 32,275 | 363,421 | 0.22% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 31,006 | 349,000 | 0.21% | ||
| 35 | Citizens Business Bank | 29,094 | 328,000 | 0.20% | ||
| 36 | BNP PARIBAS FINANCIAL MARKETS | 26,699 | 300,364 | 0.18% | ||
| 37 | Concert Wealth Management Inc. | 26,452 | 291,000 | 0.17% | ||
| 38 | First Allied Advisory Services, Inc. | 25,005 | 284,000 | 0.17% | ||
| 39 | Capital Investment Advisors, LLC | 25,255 | 284,000 | 0.17% | ||
| 40 | Harbour Capital Advisors, LLC | 23,921 | 269,000 | 0.16% | ||
| 41 | Creative Planning | 23,324 | 263,000 | 0.16% | ||
| 42 | BlueCrest Capital Management LLP | 23,151 | 261,000 | 0.16% | ||
| 43 | Marathon Trading Investment Management LLC | 23,000 | 259,000 | 0.15% | ||
| 44 | Mariner, LLC | 22,452 | 253,000 | 0.15% | ||
| 45 | CITIGROUP INC | 22,554 | 253,000 | 0.15% | ||
| 46 | Investors Capital Advisory Services | 22,379 | 251,000 | 0.15% | ||
| 47 | STIFEL FINANCIAL CORP | 21,306 | 240,000 | 0.14% | ||
| 48 | CONNING INC. | 21,100 | 237,000 | 0.14% | ||
| 49 | Private Advisor Group, LLC | 20,858 | 235,000 | 0.14% | ||
| 50 | Neuberger Berman Group LLC | 20,081 | 226,000 | 0.13% |
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.
