| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,861,825 | 41,283,000 | 19.79% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,315,685 | 35,444,000 | 16.99% | ||
| 3 | McGowan Group Asset Management, Inc. | 1,633,702 | 17,464,000 | 8.37% | ||
| 4 | Advisors Asset Management, Inc. | 1,316,561 | 14,074,000 | 6.75% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,138,693 | 12,173,000 | 5.84% | ||
| 6 | CORNERSTONE ADVISORS INC | 814,381 | 8,706,000 | 4.17% | ||
| 7 | Invesco Ltd. | 789,903 | 8,444,000 | 4.05% | ||
| 8 | CENTRAL TRUST Co | 627,971 | 6,713,000 | 3.22% | ||
| 9 | UBS Group AG | 613,777 | 6,561,000 | 3.15% | ||
| 10 | AQR ARBITRAGE LLC | 426,616 | 4,561,000 | 2.19% | ||
| 11 | LPL Financial LLC | 394,591 | 4,352,000 | 2.09% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 374,698 | 4,006,000 | 1.92% | ||
| 13 | CLOUGH CAPITAL PARTNERS L P | 359,300 | 3,841,000 | 1.84% | ||
| 14 | WOLVERINE ASSET MANAGEMENT LLC | 343,567 | 3,672,000 | 1.76% | ||
| 15 | Karpus Management, Inc. | 281,476 | 3,009,000 | 1.44% | ||
| 16 | ROYAL BANK OF CANADA | 235,638 | 2,519,000 | 1.21% | ||
| 17 | ROTHSCHILD INVESTMENT LLC /IL | 213,523 | 2,283,000 | 1.09% | ||
| 18 | GUGGENHEIM CAPITAL LLC | 212,814 | 2,275,000 | 1.09% | ||
| 19 | OPPENHEIMER & CO INC | 192,336 | 2,056,000 | 0.99% | ||
| 20 | MARINER INVESTMENT GROUP LLC | 191,503 | 2,047,000 | 0.98% | ||
| 21 | NINE MASTS CAPITAL Ltd | 175,399 | 1,875,000 | 0.90% | ||
| 22 | BURNEY CO/ | 164,170 | 1,755,000 | 0.84% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 155,228 | 1,659,000 | 0.80% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 130,346 | 1,393,000 | 0.67% | ||
| 25 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 118,256 | 1,264,000 | 0.61% | ||
| 26 | RMR Advisors LLC | 100,297 | 1,072,000 | 0.51% | ||
| 27 | AMERIPRISE FINANCIAL INC | 98,087 | 1,049,000 | 0.50% | ||
| 28 | FMA ADVISORY INC | 79,833 | 853,000 | 0.41% | ||
| 29 | 1607 Capital Partners, LLC | 78,300 | 837,000 | 0.40% | ||
| 30 | VSR Financial Services, Inc. | 76,130 | 814,000 | 0.39% | ||
| 31 | Horizon Kinetics LLC | 69,803 | 746,000 | 0.36% | ||
| 32 | PNC FINANCIAL SERVICES GROUP, INC. | 64,107 | 686,000 | 0.33% | ||
| 33 | AMERICAN INTERNATIONAL GROUP, INC. | 59,675 | 637,921 | 0.31% | ||
| 34 | DOLIVER ADVISORS, LP | 57,759 | 617,000 | 0.30% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 55,416 | 592,000 | 0.28% | ||
| 36 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 51,532 | 551,000 | 0.26% | ||
| 37 | Commonwealth Equity Services, Inc | 50,664 | 542,000 | 0.26% | ||
| 38 | CONNING INC. | 41,959 | 449,000 | 0.22% | ||
| 39 | United Asset Strategies, Inc. | 40,713 | 435,000 | 0.21% | ||
| 40 | Concert Wealth Management Inc. | 40,379 | 431,000 | 0.21% | ||
| 41 | Janney Montgomery Scott LLC | 38,138 | 407,700 | 0.20% | ||
| 42 | RAYMOND JAMES TRUST N.A. | 32,763 | 350,000 | 0.17% | ||
| 43 | BAIRD FINANCIAL GROUP, INC. | 23,464 | 251,000 | 0.12% | ||
| 44 | Harbour Capital Advisors, LLC | 22,621 | 242,000 | 0.12% | ||
| 45 | Mariner, LLC | 22,452 | 240,000 | 0.12% | ||
| 46 | Neuberger Berman Group LLC | 21,161 | 226,000 | 0.11% | ||
| 47 | Round Table Services, LLC | 19,500 | 208,000 | 0.10% | ||
| 48 | Capital Investment Advisors, LLC | 19,472 | 208,000 | 0.10% | ||
| 49 | STIFEL FINANCIAL CORP | 17,459 | 187,000 | 0.09% | ||
| 50 | MSI Financial Services Inc | 16,911 | 181,000 | 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.
