| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 19,275,241 | 164,996,000 | 43.80% | ||
| 2 | Invesco Ltd. | 3,646,217 | 31,211,000 | 8.28% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 2,737,627 | 23,434,000 | 6.22% | ||
| 4 | UBS Group AG | 2,602,562 | 22,278,000 | 5.91% | ||
| 5 | COHEN & STEERS, INC. | 1,599,617 | 13,693,000 | 3.63% | ||
| 6 | BANK OF MONTREAL /CAN/ | 1,379,667 | 11,810,000 | 3.13% | ||
| 7 | Advisors Asset Management, Inc. | 1,251,338 | 10,711,000 | 2.84% | ||
| 8 | WELLS FARGO & COMPANY/MN | 976,186 | 8,356,000 | 2.22% | ||
| 9 | 1832 Asset Management L.P. | 800,000 | 6,893,000 | 1.83% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 754,291 | 6,457,000 | 1.71% | ||
| 11 | Formidable Asset Management, LLC | 638,190 | 5,627,000 | 1.49% | ||
| 12 | LPL Financial LLC | 631,796 | 5,452,000 | 1.45% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 596,022 | 5,102,000 | 1.35% | ||
| 14 | ROYAL BANK OF CANADA | 562,105 | 4,812,000 | 1.28% | ||
| 15 | Orion Porfolio Solutions, LLC | 488,656 | 4,183,000 | 1.11% | ||
| 16 | CONNING INC. | 440,573 | 3,771,000 | 1.00% | ||
| 17 | Vident Investment Advisory, LLC | 429,701 | 3,678,000 | 0.98% | ||
| 18 | POINTE CAPITAL MANAGEMENT LLC | 426,874 | 3,654,000 | 0.97% | ||
| 19 | CITIGROUP INC | 406,306 | 3,478,000 | 0.92% | ||
| 20 | STIFEL FINANCIAL CORP | 342,699 | 2,934,000 | 0.78% | ||
| 21 | AMERIPRISE FINANCIAL INC | 294,256 | 2,511,000 | 0.67% | ||
| 22 | GUGGENHEIM CAPITAL LLC | 227,602 | 1,948,000 | 0.52% | ||
| 23 | Focused Wealth Management, Inc | 197,986 | 1,695,000 | 0.45% | ||
| 24 | HighTower Advisors, LLC | 185,214 | 1,576,000 | 0.42% | ||
| 25 | Commonwealth Equity Services, Inc | 168,706 | 1,444,000 | 0.38% | ||
| 26 | NEXT Financial Group, Inc | 163,958 | 1,403,000 | 0.37% | ||
| 27 | BAIRD FINANCIAL GROUP, INC. | 139,193 | 1,192,000 | 0.32% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 129,295 | 1,107,000 | 0.29% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 113,487 | 971,000 | 0.26% | ||
| 30 | IFP ADVISORS, INC | 104,900 | 898,000 | 0.24% | ||
| 31 | FIDUCIARY TRUST INTERNATIONAL LLC | 98,531 | 843,000 | 0.22% | ||
| 32 | PNC FINANCIAL SERVICES GROUP, INC. | 89,336 | 765,000 | 0.20% | ||
| 33 | BELLWETHER INVESTMENT GROUP, LLC | 87,126 | 746,000 | 0.20% | ||
| 34 | EATON VANCE MANAGEMENT | 81,178 | 695,000 | 0.18% | ||
| 35 | IFC Holdings Incorporated/FL | 80,610 | 693,000 | 0.18% | ||
| 36 | WEDBUSH SECURITIES INC | 77,957 | 667,000 | 0.18% | ||
| 37 | RAYMOND JAMES TRUST N.A. | 76,668 | 657,000 | 0.17% | ||
| 38 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 74,693 | 639,000 | 0.17% | ||
| 39 | BB&T SECURITIES, LLC | 59,357 | 508,000 | 0.13% | ||
| 40 | Creative Planning | 58,531 | 501,000 | 0.13% | ||
| 41 | ANCORA PRIVATE WEALTH ADVISORS, LLC | 57,668 | 494,000 | 0.13% | ||
| 42 | DOLIVER ADVISORS, LP | 56,503 | 486,000 | 0.13% | ||
| 43 | Janney Montgomery Scott LLC | 50,983 | 451,000 | 0.12% | ||
| 44 | ADVISOR GROUP, INC. | 52,663 | 448,000 | 0.12% | ||
| 45 | M&R CAPITAL MANAGEMENT INC | 50,290 | 430,000 | 0.11% | ||
| 46 | Global Endowment Management, LP | 50,000 | 428,000 | 0.11% | ||
| 47 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 49,102 | 420,000 | 0.11% | ||
| 48 | Shaker Financial Services, LLC | 48,700 | 417,000 | 0.11% | ||
| 49 | Virtu KCG Holdings LLC | 42,487 | 364,000 | 0.10% | ||
| 50 | HARVEST CAPITAL MANAGEMENT INC | 41,325 | 353,000 | 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.
