| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,275,502 | 31,311,000 | 33.19% | ||
| 2 | MORGAN STANLEY | 1,085,736 | 14,940,000 | 15.84% | ||
| 3 | Invesco Ltd. | 690,986 | 9,508,000 | 10.08% | ||
| 4 | GUGGENHEIM CAPITAL LLC | 595,041 | 8,188,000 | 8.68% | ||
| 5 | Advisors Asset Management, Inc. | 397,082 | 5,464,000 | 5.79% | ||
| 6 | LPL Financial LLC | 200,774 | 2,743,000 | 2.91% | ||
| 7 | WELLS FARGO & COMPANY/MN | 162,369 | 2,234,000 | 2.37% | ||
| 8 | Commonwealth Equity Services, Inc | 105,788 | 1,456,000 | 1.54% | ||
| 9 | BANK OF NOVA SCOTIA | 101,244 | 1,393,000 | 1.48% | ||
| 10 | 1832 Asset Management L.P. | 100,000 | 1,376,000 | 1.46% | ||
| 11 | UBS Group AG | 93,455 | 1,286,000 | 1.36% | ||
| 12 | COLDSTREAM CAPITAL MANAGEMENT INC | 89,355 | 1,230,000 | 1.30% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 71,544 | 984,000 | 1.04% | ||
| 14 | COHEN & STEERS, INC. | 64,524 | 888,000 | 0.94% | ||
| 15 | Stratos Wealth Partners, LTD. | 63,110 | 868,000 | 0.92% | ||
| 16 | STIFEL FINANCIAL CORP | 52,847 | 733,000 | 0.78% | ||
| 17 | ROYAL BANK OF CANADA | 48,605 | 668,000 | 0.71% | ||
| 18 | Cetera Advisor Networks LLC | 44,042 | 606,000 | 0.64% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 39,328 | 541,000 | 0.57% | ||
| 20 | AVIANCE CAPITAL MANAGEMENT, LLC | 38,783 | 534,000 | 0.57% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 35,263 | 485,000 | 0.51% | ||
| 22 | RMR Advisors LLC | 35,188 | 484,000 | 0.51% | ||
| 23 | Dana Investment Advisors, Inc. | 33,783 | 465,000 | 0.49% | ||
| 24 | EATON VANCE MANAGEMENT | 31,750 | 437,000 | 0.46% | ||
| 25 | SUNTRUST BANKS INC | 31,090 | 427,000 | 0.45% | ||
| 26 | Formidable Asset Management, LLC | 24,271 | 334,000 | 0.35% | ||
| 27 | Sigma Planning Corp | 20,366 | 280,000 | 0.30% | ||
| 28 | M&T BANK CORP | 20,093 | 276,000 | 0.29% | ||
| 29 | HOLLENCREST CAPITAL MANAGEMENT | 19,576 | 269,000 | 0.29% | ||
| 30 | BB&T SECURITIES, LLC | 19,115 | 263,000 | 0.28% | ||
| 31 | Bank of New York Mellon Corp | 18,506 | 254,000 | 0.27% | ||
| 32 | SeaBridge Investment Advisors LLC | 17,300 | 238,000 | 0.25% | ||
| 33 | ALLEGIS INVESTMENT ADVISORS, LLC | 16,273 | 224,000 | 0.24% | ||
| 34 | DOMANI WEALTH, LLC | 15,500 | 213,000 | 0.23% | ||
| 35 | NATIONAL PLANNING CORP | 15,592 | 205,000 | 0.22% | ||
| 36 | KEYBANK NATIONAL ASSOCIATION/OH | 14,800 | 204,000 | 0.22% | ||
| 37 | Virtu KCG Holdings LLC | 13,718 | 189,000 | 0.20% | ||
| 38 | NEXT Financial Group, Inc | 13,319 | 183,000 | 0.19% | ||
| 39 | Cypress Capital Management LLC (WY) | 12,580 | 173,101 | 0.18% | ||
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,115 | 166,000 | 0.18% | ||
| 41 | US BANCORP \DE\ | 12,058 | 166,000 | 0.18% | ||
| 42 | WEDBUSH SECURITIES INC | 11,998 | 165,000 | 0.17% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 11,509 | 159,000 | 0.17% | ||
| 44 | PNC FINANCIAL SERVICES GROUP, INC. | 10,889 | 151,000 | 0.16% | ||
| 45 | HighTower Advisors, LLC | 10,222 | 142,000 | 0.15% | ||
| 46 | Steigerwald, Gordon & Koch Inc. | 10,000 | 138,000 | 0.15% | ||
| 47 | IFP ADVISORS, INC | 6,348 | 87,000 | 0.09% | ||
| 48 | Creative Planning | 5,521 | 76,000 | 0.08% | ||
| 49 | MOSAIC FAMILY WEALTH, LLC | 4,820 | 66,000 | 0.07% | ||
| 50 | HIGH POINT BANK & TRUST CO | 4,330 | 60,000 | 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.
