| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 20,062,573 | 190,394,000 | 42.74% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,624,878 | 34,400,000 | 7.72% | ||
| 3 | Invesco Ltd. | 3,430,422 | 32,555,000 | 7.31% | ||
| 4 | UBS Group AG | 2,891,804 | 27,443,000 | 6.16% | ||
| 5 | Advisors Asset Management, Inc. | 2,693,086 | 25,557,000 | 5.74% | ||
| 6 | COHEN & STEERS, INC. | 1,835,724 | 17,421,000 | 3.91% | ||
| 7 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1,762,750 | 16,728,000 | 3.75% | ||
| 8 | LPL Financial LLC | 1,153,995 | 10,951,000 | 2.46% | ||
| 9 | WELLS FARGO & COMPANY/MN | 983,649 | 9,335,000 | 2.10% | ||
| 10 | Formidable Asset Management, LLC | 628,284 | 5,962,000 | 1.34% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 584,409 | 5,546,000 | 1.24% | ||
| 12 | GUGGENHEIM CAPITAL LLC | 532,363 | 5,052,000 | 1.13% | ||
| 13 | ROYAL BANK OF CANADA | 447,340 | 4,245,000 | 0.95% | ||
| 14 | CITIGROUP INC | 429,828 | 4,080,000 | 0.92% | ||
| 15 | Index Management Solutions, LLC | 368,974 | 3,502,000 | 0.79% | ||
| 16 | CONNING INC. | 357,214 | 3,390,000 | 0.76% | ||
| 17 | SG Americas Securities, LLC | 315,218 | 2,991,000 | 0.67% | ||
| 18 | Valentine Capital Asset Management, Inc. | 265,963 | 2,931,000 | 0.66% | ||
| 19 | BB&T SECURITIES, LLC | 30,333 | 2,878,000 | 0.65% | ||
| 20 | 1832 Asset Management L.P. | 250,000 | 2,370,000 | 0.53% | ||
| 21 | DOLIVER ADVISORS, LP | 242,736 | 2,303,000 | 0.52% | ||
| 22 | Robert W. Baird & Co. Inc | 206,161 | 1,956,000 | 0.44% | ||
| 23 | Commonwealth Equity Services, Inc | 155,530 | 1,476,000 | 0.33% | ||
| 24 | B. Riley Wealth Advisors, Inc. | 25,159 | 1,388,000 | 0.31% | ||
| 25 | First Allied Advisory Services, Inc. | 140,826 | 1,331,000 | 0.30% | ||
| 26 | HARVEST CAPITAL MANAGEMENT INC | 134,600 | 1,277,000 | 0.29% | ||
| 27 | EATON VANCE MANAGEMENT | 131,908 | 1,252,000 | 0.28% | ||
| 28 | Sterneck Capital Management, LLC | 131,940 | 1,252,000 | 0.28% | ||
| 29 | Karpus Management, Inc. | 131,279 | 1,246,000 | 0.28% | ||
| 30 | STIFEL FINANCIAL CORP | 128,878 | 1,223,000 | 0.27% | ||
| 31 | Focused Wealth Management, Inc | 127,809 | 1,213,000 | 0.27% | ||
| 32 | Raymond James Financial Services Advisors, Inc. | 121,155 | 1,150,000 | 0.26% | ||
| 33 | BAR HARBOR TRUST SERVICES | 120,121 | 1,140,000 | 0.26% | ||
| 34 | AMERIPRISE FINANCIAL INC | 116,291 | 1,110,000 | 0.25% | ||
| 35 | Stratos Wealth Partners, LTD. | 114,888 | 1,090,144 | 0.24% | ||
| 36 | NEXT Financial Group, Inc | 108,500 | 1,030,000 | 0.23% | ||
| 37 | FIDUCIARY TRUST INTERNATIONAL LLC | 96,911 | 920,000 | 0.21% | ||
| 38 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 88,767 | 845,000 | 0.19% | ||
| 39 | PNC FINANCIAL SERVICES GROUP, INC. | 79,928 | 759,000 | 0.17% | ||
| 40 | Cambridge Investment Research Advisors, Inc. | 71,386 | 677,000 | 0.15% | ||
| 41 | GOLDMAN SACHS GROUP INC | 64,784 | 615,000 | 0.14% | ||
| 42 | RAYMOND JAMES TRUST N.A. | 59,412 | 563,000 | 0.13% | ||
| 43 | Sunbelt Securities, Inc. | 55,408 | 526,000 | 0.12% | ||
| 44 | M&R CAPITAL MANAGEMENT INC | 50,290 | 477,000 | 0.11% | ||
| 45 | Global Endowment Management, LP | 50,000 | 475,000 | 0.11% | ||
| 46 | HighTower Advisors, LLC | 48,160 | 457,000 | 0.10% | ||
| 47 | OPPENHEIMER & CO INC | 42,131 | 400,000 | 0.09% | ||
| 48 | AMERICAN INTERNATIONAL GROUP, INC. | 41,901 | 397,638 | 0.09% | ||
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 41,509 | 394,000 | 0.09% | ||
| 50 | Virtu KCG Holdings LLC | 40,091 | 380,000 | 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.
