| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 20,674,805 | 182,972,000 | 44.94% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,117,712 | 27,591,000 | 6.78% | ||
| 3 | Invesco Ltd. | 2,907,250 | 25,730,000 | 6.32% | ||
| 4 | UBS Group AG | 2,487,069 | 22,011,000 | 5.41% | ||
| 5 | COHEN & STEERS, INC. | 1,506,513 | 13,333,000 | 3.27% | ||
| 6 | LPL Financial LLC | 1,325,896 | 11,562,000 | 2.84% | ||
| 7 | Advisors Asset Management, Inc. | 1,236,012 | 10,939,000 | 2.69% | ||
| 8 | 1832 Asset Management L.P. | 935,000 | 8,264,000 | 2.03% | ||
| 9 | WELLS FARGO & COMPANY/MN | 920,562 | 8,147,000 | 2.00% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 735,085 | 6,506,000 | 1.60% | ||
| 11 | Formidable Asset Management, LLC | 660,350 | 5,755,000 | 1.41% | ||
| 12 | CITIGROUP INC | 625,701 | 5,537,000 | 1.36% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 559,608 | 4,953,000 | 1.22% | ||
| 14 | POINTE CAPITAL MANAGEMENT LLC | 482,318 | 4,269,000 | 1.05% | ||
| 15 | ROYAL BANK OF CANADA | 481,657 | 4,263,000 | 1.05% | ||
| 16 | BANK OF MONTREAL /CAN/ | 466,401 | 4,128,000 | 1.01% | ||
| 17 | Shaker Financial Services, LLC | 459,506 | 4,067,000 | 1.00% | ||
| 18 | CONNING INC. | 421,141 | 3,727,000 | 0.92% | ||
| 19 | Vident Investment Advisory, LLC | 373,284 | 3,304,000 | 0.81% | ||
| 20 | DOLIVER ADVISORS, LP | 335,723 | 2,971,000 | 0.73% | ||
| 21 | AMERIPRISE FINANCIAL INC | 283,647 | 2,506,000 | 0.62% | ||
| 22 | GUGGENHEIM CAPITAL LLC | 278,855 | 2,467,000 | 0.61% | ||
| 23 | STIFEL FINANCIAL CORP | 228,773 | 2,025,000 | 0.50% | ||
| 24 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 201,619 | 1,784,000 | 0.44% | ||
| 25 | Curi Capital, LLC | 191,578 | 1,695,000 | 0.42% | ||
| 26 | NEXT Financial Group, Inc | 175,053 | 1,549,000 | 0.38% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 162,295 | 1,436,000 | 0.35% | ||
| 28 | SG Americas Securities, LLC | 151,344 | 1,339,000 | 0.33% | ||
| 29 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 143,379 | 1,269,000 | 0.31% | ||
| 30 | Commonwealth Equity Services, Inc | 136,458 | 1,208,000 | 0.30% | ||
| 31 | EATON VANCE MANAGEMENT | 132,689 | 1,174,000 | 0.29% | ||
| 32 | Focused Wealth Management, Inc | 130,933 | 1,159,000 | 0.28% | ||
| 33 | Orion Porfolio Solutions, LLC | 128,046 | 1,133,000 | 0.28% | ||
| 34 | BAIRD FINANCIAL GROUP, INC. | 125,171 | 1,108,000 | 0.27% | ||
| 35 | HighTower Advisors, LLC | 123,235 | 1,092,000 | 0.27% | ||
| 36 | First Allied Advisory Services, Inc. | 115,585 | 1,020,000 | 0.25% | ||
| 37 | Virtu KCG Holdings LLC | 103,777 | 918,000 | 0.23% | ||
| 38 | FIDUCIARY TRUST INTERNATIONAL LLC | 97,865 | 866,000 | 0.21% | ||
| 39 | RAYMOND JAMES TRUST N.A. | 96,707 | 856,000 | 0.21% | ||
| 40 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 93,175 | 826,000 | 0.20% | ||
| 41 | IFP ADVISORS, INC | 87,158 | 771,000 | 0.19% | ||
| 42 | WEDBUSH SECURITIES INC | 81,187 | 719,000 | 0.18% | ||
| 43 | ANCORA PRIVATE WEALTH ADVISORS, LLC | 81,018 | 717,000 | 0.18% | ||
| 44 | Karpus Management, Inc. | 77,250 | 684,000 | 0.17% | ||
| 45 | PNC FINANCIAL SERVICES GROUP, INC. | 74,717 | 661,000 | 0.16% | ||
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 74,238 | 657,000 | 0.16% | ||
| 47 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 73,128 | 647,000 | 0.16% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 72,937 | 646,000 | 0.16% | ||
| 49 | IFC Holdings Incorporated/FL | 69,651 | 618,000 | 0.15% | ||
| 50 | Creative Planning | 55,680 | 493,000 | 0.12% |
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.
