| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,380,192 | 41,844,000 | 25.84% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,190,146 | 20,923,000 | 12.92% | ||
| 3 | UBS AG | 1,096,660 | 19,279,000 | 11.90% | ||
| 4 | Advisors Asset Management, Inc. | 941,786 | 16,557,000 | 10.22% | ||
| 5 | Invesco Ltd. | 535,592 | 9,416,000 | 5.81% | ||
| 6 | WELLS FARGO & COMPANY/MN | 469,615 | 8,255,000 | 5.10% | ||
| 7 | COHEN & STEERS, INC. | 428,398 | 7,531,000 | 4.65% | ||
| 8 | LPL Financial LLC | 243,119 | 4,274,000 | 2.64% | ||
| 9 | WealthTrust Axiom LLC | 224,948 | 3,954,000 | 2.44% | ||
| 10 | Shaker Financial Services, LLC | 193,647 | 3,404,000 | 2.10% | ||
| 11 | BB&T SECURITIES, LLC | 18,887 | 3,320,000 | 2.05% | ||
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 166,168 | 2,922,000 | 1.80% | ||
| 13 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 135,312 | 2,379,000 | 1.47% | ||
| 14 | GUGGENHEIM CAPITAL LLC | 122,923 | 2,160,000 | 1.33% | ||
| 15 | OPPENHEIMER & CO INC | 107,962 | 1,898,000 | 1.17% | ||
| 16 | Investors Capital Advisory Services | 90,044 | 1,582,000 | 0.98% | ||
| 17 | First Allied Advisory Services, Inc. | 75,343 | 1,324,000 | 0.82% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 69,013 | 1,213,000 | 0.75% | ||
| 19 | ROYAL BANK OF CANADA | 59,134 | 1,040,000 | 0.64% | ||
| 20 | Commonwealth Equity Services, Inc | 53,265 | 936,000 | 0.58% | ||
| 21 | Formidable Asset Management, LLC | 45,110 | 793,000 | 0.49% | ||
| 22 | NEXT Financial Group, Inc | 42,844 | 712,000 | 0.44% | ||
| 23 | Lattice Strategies LLC | 35,961 | 632,000 | 0.39% | ||
| 24 | HighTower Advisors, LLC | 29,598 | 520,000 | 0.32% | ||
| 25 | DEUTSCHE BANK AG\ | 26,022 | 457,000 | 0.28% | ||
| 26 | TWIN FOCUS CAPITAL PARTNERS, LLC | 20,531 | 361,000 | 0.22% | ||
| 27 | CITIGROUP INC | 18,007 | 317,000 | 0.20% | ||
| 28 | RAYMOND JAMES TRUST N.A. | 17,485 | 307,000 | 0.19% | ||
| 29 | Janney Montgomery Scott LLC | 15,072 | 264,961 | 0.16% | ||
| 30 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 12,600 | 222,000 | 0.14% | ||
| 31 | CREDIT SUISSE AG/ | 12,200 | 214,000 | 0.13% | ||
| 32 | SEIZERT CAPITAL PARTNERS, LLC | 12,110 | 213,000 | 0.13% | ||
| 33 | NORTHERN TRUST CORP | 12,025 | 211,000 | 0.13% | ||
| 34 | Dominick & Dominick LLC | 12,000 | 211,000 | 0.13% | ||
| 35 | PEAPACK GLADSTONE FINANCIAL CORP | 11,800 | 207,444 | 0.13% | ||
| 36 | BNP PARIBAS FINANCIAL MARKETS | 11,784 | 207,163 | 0.13% | ||
| 37 | OTA LLC | 11,712 | 205,000 | 0.13% | ||
| 38 | Concert Wealth Management Inc. | 12,055 | 203,000 | 0.13% | ||
| 39 | SUNTRUST BANKS INC | 11,150 | 196,000 | 0.12% | ||
| 40 | Cambridge Investment Research Advisors, Inc. | 11,003 | 193,000 | 0.12% | ||
| 41 | AMERICAN INTERNATIONAL GROUP, INC. | 10,906 | 191,728 | 0.12% | ||
| 42 | FIRST TRUST ADVISORS LP | 10,695 | 188,000 | 0.12% | ||
| 43 | First City Capital Management, Inc. | 7,911 | 139,069 | 0.09% | ||
| 44 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,533 | 115,000 | 0.07% | ||
| 45 | ARROW FINANCIAL CORP | 4,195 | 74,000 | 0.05% | ||
| 46 | WFG Advisors, LP | 2,301 | 40,000 | 0.02% | ||
| 47 | CITY HOLDING CO | 2,065 | 36,000 | 0.02% | ||
| 48 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,005 | 35,000 | 0.02% | ||
| 49 | MSI Financial Services Inc | 1,974 | 35,000 | 0.02% | ||
| 50 | Creative Planning | 2,000 | 35,000 | 0.02% |
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.
