| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,326,468 | 46,879,000 | 22.14% | ||
| 2 | UBS Group AG | 1,614,351 | 32,529,000 | 15.36% | ||
| 3 | COHEN & STEERS, INC. | 927,627 | 18,692,000 | 8.83% | ||
| 4 | MORGAN STANLEY | 898,279 | 18,101,000 | 8.55% | ||
| 5 | Joel Isaacson & Co., LLC | 819,232 | 16,508,000 | 7.80% | ||
| 6 | WELLS FARGO & COMPANY/MN | 539,431 | 10,869,000 | 5.13% | ||
| 7 | LPL Financial LLC | 414,151 | 8,295,000 | 3.92% | ||
| 8 | Stratos Wealth Partners, LTD. | 390,066 | 7,860,000 | 3.71% | ||
| 9 | Formidable Asset Management, LLC | 329,161 | 6,633,000 | 3.13% | ||
| 10 | GUGGENHEIM CAPITAL LLC | 323,580 | 6,520,000 | 3.08% | ||
| 11 | Advisors Asset Management, Inc. | 299,293 | 6,031,000 | 2.85% | ||
| 12 | TILLER PRIVATE WEALTH, INC. | 232,922 | 4,693,000 | 2.22% | ||
| 13 | Invesco Ltd. | 172,009 | 3,466,000 | 1.64% | ||
| 14 | OPPENHEIMER & CO INC | 109,643 | 2,209,000 | 1.04% | ||
| 15 | Commonwealth Equity Services, Inc | 105,158 | 2,119,000 | 1.00% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 100,607 | 2,027,000 | 0.96% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 99,582 | 2,006,000 | 0.95% | ||
| 18 | FIRST TRUST ADVISORS LP | 92,278 | 1,859,000 | 0.88% | ||
| 19 | ADVISOR GROUP, INC. | 55,373 | 1,116,000 | 0.53% | ||
| 20 | AMERIPRISE FINANCIAL INC | 48,217 | 1,020,000 | 0.48% | ||
| 21 | EATON VANCE MANAGEMENT | 49,773 | 1,003,000 | 0.47% | ||
| 22 | ROYAL BANK OF CANADA | 40,919 | 870,000 | 0.41% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 38,499 | 776,000 | 0.37% | ||
| 24 | MSI Financial Services Inc | 33,506 | 675,000 | 0.32% | ||
| 25 | Raymond James Financial Services Advisors, Inc. | 30,373 | 612,000 | 0.29% | ||
| 26 | Penbrook Management LLC | 29,547 | 595,000 | 0.28% | ||
| 27 | PNC FINANCIAL SERVICES GROUP, INC. | 27,058 | 544,000 | 0.26% | ||
| 28 | Private Advisor Group, LLC | 25,985 | 520,000 | 0.25% | ||
| 29 | Regis Management CO LLC | 23,780 | 479,000 | 0.23% | ||
| 30 | Janney Montgomery Scott LLC | 23,507 | 474,000 | 0.22% | ||
| 31 | Creative Planning | 23,439 | 472,000 | 0.22% | ||
| 32 | NEXT Financial Group, Inc | 23,103 | 466,000 | 0.22% | ||
| 33 | STIFEL FINANCIAL CORP | 18,230 | 365,000 | 0.17% | ||
| 34 | McGowan Group Asset Management, Inc. | 17,814 | 359,000 | 0.17% | ||
| 35 | CITIGROUP INC | 15,930 | 321,000 | 0.15% | ||
| 36 | GOLDMAN SACHS GROUP INC | 14,732 | 297,000 | 0.14% | ||
| 37 | Lourd Capital, LLC | 14,674 | 296,000 | 0.14% | ||
| 38 | WealthTrust Axiom LLC | 14,640 | 294,000 | 0.14% | ||
| 39 | KEYBANK NATIONAL ASSOCIATION/OH | 13,040 | 263,000 | 0.12% | ||
| 40 | BANK OF MONTREAL /CAN/ | 12,104 | 244,000 | 0.12% | ||
| 41 | CHEMICAL BANK | 11,000 | 222,000 | 0.10% | ||
| 42 | IFP ADVISORS, INC | 10,954 | 221,000 | 0.10% | ||
| 43 | M&T BANK CORP | 10,983 | 221,000 | 0.10% | ||
| 44 | VICUS CAPITAL | 10,025 | 202,000 | 0.10% | ||
| 45 | Capital Advisors, Ltd. LLC | 7,845 | 158,000 | 0.07% | ||
| 46 | MUFG Americas Holdings Corp | 7,335 | 148,000 | 0.07% | ||
| 47 | North Star Investment Management Corp. | 6,586 | 133,000 | 0.06% | ||
| 48 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 6,130 | 121,000 | 0.06% | ||
| 49 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,919 | 99,000 | 0.05% | ||
| 50 | FIFTH THIRD BANCORP | 4,767 | 96,000 | 0.05% |
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.
