| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,477,486 | 107,708,000 | 34.44% | ||
| 2 | Advisors Asset Management, Inc. | 2,696,982 | 27,725,000 | 8.87% | ||
| 3 | UBS Group AG | 2,254,609 | 23,178,000 | 7.41% | ||
| 4 | Invesco Ltd. | 1,936,505 | 19,907,000 | 6.37% | ||
| 5 | COHEN & STEERS, INC. | 1,654,381 | 17,007,000 | 5.44% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 1,478,766 | 15,202,000 | 4.86% | ||
| 7 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1,421,733 | 14,615,000 | 4.67% | ||
| 8 | GUGGENHEIM CAPITAL LLC | 1,390,777 | 14,299,000 | 4.57% | ||
| 9 | 1832 Asset Management L.P. | 1,159,117 | 11,960,000 | 3.82% | ||
| 10 | RELATIVE VALUE PARTNERS GROUP, LLC | 1,123,886 | 11,554,000 | 3.69% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 599,319 | 6,161,000 | 1.97% | ||
| 12 | POINTE CAPITAL MANAGEMENT LLC | 577,263 | 5,934,000 | 1.90% | ||
| 13 | STIFEL FINANCIAL CORP | 346,388 | 3,561,000 | 1.14% | ||
| 14 | WELLS FARGO & COMPANY/MN | 343,055 | 3,527,000 | 1.13% | ||
| 15 | Vident Investment Advisory, LLC | 322,862 | 3,319,000 | 1.06% | ||
| 16 | HighTower Advisors, LLC | 272,492 | 2,804,000 | 0.90% | ||
| 17 | LPL Financial LLC | 250,273 | 2,771,000 | 0.89% | ||
| 18 | PARSONS CAPITAL MANAGEMENT INC/RI | 236,968 | 2,436,000 | 0.78% | PRN | |
| 19 | Cambridge Investment Research Advisors, Inc. | 211,327 | 2,172,000 | 0.69% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 159,392 | 1,639,000 | 0.52% | ||
| 21 | Private Advisor Group, LLC | 127,833 | 1,314,000 | 0.42% | ||
| 22 | AMERICAN INTERNATIONAL GROUP, INC. | 99,683 | 1,024,000 | 0.33% | ||
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 99,054 | 1,018,000 | 0.33% | ||
| 24 | ROYAL BANK OF CANADA | 83,270 | 856,000 | 0.27% | ||
| 25 | Sunbelt Securities, Inc. | 71,878 | 738,450 | 0.24% | ||
| 26 | DOLIVER ADVISORS, LP | 61,800 | 635,000 | 0.20% | ||
| 27 | Janney Montgomery Scott LLC | 57,671 | 593,000 | 0.19% | ||
| 28 | CITIGROUP INC | 55,174 | 567,000 | 0.18% | ||
| 29 | GOLDMAN SACHS GROUP INC | 49,834 | 512,000 | 0.16% | ||
| 30 | RAYMOND JAMES TRUST N.A. | 47,119 | 484,000 | 0.15% | ||
| 31 | Cypress Capital Management LLC (WY) | 46,200 | 474,936 | 0.15% | ||
| 32 | Commonwealth Equity Services, Inc | 45,032 | 463,000 | 0.15% | ||
| 33 | Formidable Asset Management, LLC | 44,530 | 457,000 | 0.15% | ||
| 34 | AMERIPRISE FINANCIAL INC | 35,036 | 360,000 | 0.12% | ||
| 35 | Focused Wealth Management, Inc | 32,993 | 339,000 | 0.11% | ||
| 36 | Concert Wealth Management Inc. | 32,885 | 335,000 | 0.11% | ||
| 37 | EATON VANCE MANAGEMENT | 26,386 | 271,000 | 0.09% | ||
| 38 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 24,490 | 252,000 | 0.08% | ||
| 39 | BB&T SECURITIES, LLC | 22,845 | 234,000 | 0.07% | ||
| 40 | Sigma Planning Corp | 21,145 | 217,000 | 0.07% | ||
| 41 | Caprock Group, LLC | 19,340 | 199,000 | 0.06% | ||
| 42 | M&T BANK CORP | 19,245 | 198,000 | 0.06% | ||
| 43 | VSR Financial Services, Inc. | 18,881 | 194,000 | 0.06% | ||
| 44 | ENVESTNET ASSET MANAGEMENT INC | 18,302 | 188,000 | 0.06% | ||
| 45 | Creative Planning | 17,149 | 176,000 | 0.06% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 15,905 | 164,000 | 0.05% | ||
| 47 | PNC FINANCIAL SERVICES GROUP, INC. | 15,665 | 161,000 | 0.05% | ||
| 48 | MISSION WEALTH MANAGEMENT, LLC | 14,949 | 154,000 | 0.05% | ||
| 49 | Oxbow Advisors, LLC | 14,305 | 147,000 | 0.05% | ||
| 50 | TRUIST FINANCIAL CORP | 12,760 | 131,000 | 0.04% |
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.
