| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,875,459 | 43,793,000 | 19.65% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,580,641 | 40,461,000 | 18.15% | ||
| 3 | McGowan Group Asset Management, Inc. | 1,664,246 | 18,806,000 | 8.44% | ||
| 4 | Advisors Asset Management, Inc. | 1,628,054 | 18,397,000 | 8.25% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,401,972 | 15,843,000 | 7.11% | ||
| 6 | Invesco Ltd. | 745,753 | 8,427,000 | 3.78% | ||
| 7 | UBS Group AG | 648,986 | 7,334,000 | 3.29% | ||
| 8 | CENTRAL TRUST Co | 628,826 | 7,106,000 | 3.19% | ||
| 9 | Raymond James Financial Services Advisors, Inc. | 525,184 | 5,935,000 | 2.66% | ||
| 10 | CORNERSTONE ADVISORS INC | 521,634 | 5,894,000 | 2.64% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 471,127 | 5,324,000 | 2.39% | ||
| 12 | BANK OF NOVA SCOTIA | 406,291 | 4,577,000 | 2.05% | ||
| 13 | LPL Financial LLC | 378,701 | 4,245,000 | 1.90% | ||
| 14 | AQR ARBITRAGE LLC | 349,529 | 3,950,000 | 1.77% | ||
| 15 | ROYAL BANK OF CANADA | 247,077 | 2,792,000 | 1.25% | ||
| 16 | Karpus Management, Inc. | 245,943 | 2,779,000 | 1.25% | ||
| 17 | GUGGENHEIM CAPITAL LLC | 245,053 | 2,769,000 | 1.24% | ||
| 18 | ROTHSCHILD INVESTMENT LLC /IL | 212,523 | 2,402,000 | 1.08% | ||
| 19 | OPPENHEIMER & CO INC | 186,678 | 2,109,000 | 0.95% | ||
| 20 | Cambridge Investment Research Advisors, Inc. | 163,834 | 1,851,000 | 0.83% | ||
| 21 | BURNEY CO/ | 153,341 | 1,733,000 | 0.78% | ||
| 22 | AMERIPRISE FINANCIAL INC | 128,236 | 1,449,000 | 0.65% | ||
| 23 | VSR Financial Services, Inc. | 112,865 | 1,275,000 | 0.57% | ||
| 24 | RMR Advisors LLC | 100,297 | 1,133,000 | 0.51% | ||
| 25 | 1607 Capital Partners, LLC | 75,200 | 850,000 | 0.38% | ||
| 26 | Horizon Kinetics LLC | 70,492 | 797,000 | 0.36% | ||
| 27 | HighTower Advisors, LLC | 66,130 | 746,000 | 0.33% | ||
| 28 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 63,561 | 718,000 | 0.32% | ||
| 29 | PNC FINANCIAL SERVICES GROUP, INC. | 58,547 | 662,000 | 0.30% | ||
| 30 | AMERICAN INTERNATIONAL GROUP, INC. | 57,531 | 651,000 | 0.29% | ||
| 31 | Commonwealth Equity Services, Inc | 56,846 | 642,000 | 0.29% | ||
| 32 | STIFEL FINANCIAL CORP | 54,349 | 614,000 | 0.28% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 53,948 | 609,000 | 0.27% | ||
| 34 | CONNING INC. | 42,878 | 485,000 | 0.22% | ||
| 35 | Concert Wealth Management Inc. | 41,200 | 467,000 | 0.21% | ||
| 36 | BB&T SECURITIES, LLC | 40,694 | 459,000 | 0.21% | ||
| 37 | United Asset Strategies, Inc. | 38,517 | 435,000 | 0.20% | ||
| 38 | Janney Montgomery Scott LLC | 37,368 | 422,000 | 0.19% | ||
| 39 | RAYMOND JAMES TRUST N.A. | 32,763 | 370,000 | 0.17% | ||
| 40 | Harbour Capital Advisors, LLC | 22,621 | 256,000 | 0.11% | ||
| 41 | Mariner, LLC | 22,452 | 254,000 | 0.11% | ||
| 42 | BAIRD FINANCIAL GROUP, INC. | 22,074 | 249,000 | 0.11% | ||
| 43 | CWH Capital Management, Inc. | 21,600 | 244,000 | 0.11% | ||
| 44 | MSI Financial Services Inc | 19,594 | 221,000 | 0.10% | ||
| 45 | Round Table Services, LLC | 19,500 | 220,000 | 0.10% | ||
| 46 | Capital Investment Advisors, LLC | 18,436 | 208,000 | 0.09% | ||
| 47 | Private Advisor Group, LLC | 15,620 | 177,000 | 0.08% | ||
| 48 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13,683 | 155,000 | 0.07% | ||
| 49 | CITIGROUP INC | 13,351 | 151,000 | 0.07% | ||
| 50 | Investors Capital Advisory Services | 12,520 | 141,000 | 0.06% |
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.
