| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,902,577 | 48,431,000 | 18.61% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,879,563 | 35,736,000 | 13.73% | ||
| 3 | Advisors Asset Management, Inc. | 2,007,246 | 24,910,000 | 9.57% | ||
| 4 | McGowan Group Asset Management, Inc. | 1,773,516 | 22,009,000 | 8.46% | ||
| 5 | Raymond James Financial Services Advisors, Inc. | 1,609,346 | 19,972,000 | 7.67% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,569,795 | 19,481,000 | 7.49% | ||
| 7 | UBS Group AG | 644,325 | 7,996,000 | 3.07% | ||
| 8 | Invesco Ltd. | 595,181 | 7,387,000 | 2.84% | ||
| 9 | CENTRAL TRUST Co | 557,438 | 6,918,000 | 2.66% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 542,341 | 6,730,000 | 2.59% | ||
| 11 | LPL Financial LLC | 355,766 | 4,387,000 | 1.69% | ||
| 12 | GUGGENHEIM CAPITAL LLC | 291,771 | 3,621,000 | 1.39% | ||
| 13 | ROYAL BANK OF CANADA | 287,327 | 3,566,000 | 1.37% | ||
| 14 | AQR ARBITRAGE LLC | 249,445 | 3,096,000 | 1.19% | ||
| 15 | BANK OF NOVA SCOTIA | 229,304 | 2,846,000 | 1.09% | ||
| 16 | ROTHSCHILD INVESTMENT LLC /IL | 219,773 | 2,727,000 | 1.05% | ||
| 17 | Karpus Management, Inc. | 211,168 | 2,621,000 | 1.01% | ||
| 18 | USCA RIA LLC | 30,020 | 2,419,000 | 0.93% | ||
| 19 | GFS Advisors, LLC | 30,020 | 2,419,000 | 0.93% | ||
| 20 | OPPENHEIMER & CO INC | 179,103 | 2,222,000 | 0.85% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 171,273 | 2,125,000 | 0.82% | ||
| 22 | BURNEY CO/ | 151,442 | 1,879,000 | 0.72% | ||
| 23 | DOLIVER ADVISORS, LP | 143,185 | 1,777,000 | 0.68% | ||
| 24 | AMERIPRISE FINANCIAL INC | 103,067 | 1,454,000 | 0.56% | ||
| 25 | TILLER PRIVATE WEALTH, INC. | 114,562 | 1,422,000 | 0.55% | ||
| 26 | CORNERSTONE ADVISORS INC | 109,619 | 1,360,000 | 0.52% | ||
| 27 | VSR Financial Services, Inc. | 108,760 | 1,350,000 | 0.52% | ||
| 28 | RMR Advisors LLC | 100,297 | 1,245,000 | 0.48% | ||
| 29 | BESSEMER GROUP INC | 100,140 | 1,243,000 | 0.48% | ||
| 30 | AMERICAN INTERNATIONAL GROUP, INC. | 90,355 | 1,121,000 | 0.43% | ||
| 31 | HighTower Advisors, LLC | 79,177 | 983,000 | 0.38% | ||
| 32 | IFP ADVISORS, INC | 79,114 | 982,000 | 0.38% | ||
| 33 | Horizon Kinetics LLC | 70,492 | 875,000 | 0.34% | ||
| 34 | CORNERSTONE FINANCIAL PARTNERS, LLC | 66,591 | 823,000 | 0.32% | ||
| 35 | CITIGROUP INC | 61,799 | 767,000 | 0.29% | ||
| 36 | 1607 Capital Partners, LLC | 61,400 | 762,000 | 0.29% | ||
| 37 | KELMAN-LAZAROV, INC. | 53,530 | 673,000 | 0.26% | ||
| 38 | Commonwealth Equity Services, Inc | 52,672 | 654,000 | 0.25% | ||
| 39 | Janney Montgomery Scott LLC | 49,790 | 618,000 | 0.24% | ||
| 40 | CONNING INC. | 44,657 | 554,000 | 0.21% | ||
| 41 | Concert Wealth Management Inc. | 41,299 | 514,000 | 0.20% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 39,621 | 493,000 | 0.19% | ||
| 43 | BAIRD FINANCIAL GROUP, INC. | 38,093 | 473,000 | 0.18% | ||
| 44 | PNC FINANCIAL SERVICES GROUP, INC. | 37,505 | 464,000 | 0.18% | ||
| 45 | BB&T SECURITIES, LLC | 35,835 | 444,000 | 0.17% | ||
| 46 | United Asset Strategies, Inc. | 32,739 | 406,000 | 0.16% | ||
| 47 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 30,625 | 380,000 | 0.15% | ||
| 48 | RAYMOND JAMES TRUST N.A. | 25,802 | 320,000 | 0.12% | ||
| 49 | STIFEL FINANCIAL CORP | 24,920 | 309,000 | 0.12% | ||
| 50 | MSI Financial Services Inc | 21,996 | 273,000 | 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.
