| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,519,435 | 109,507,000 | 38.36% | ||
| 2 | Invesco Ltd. | 1,877,100 | 19,541,000 | 6.85% | ||
| 3 | Advisors Asset Management, Inc. | 1,729,719 | 18,006,000 | 6.31% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,520,605 | 15,830,000 | 5.55% | ||
| 5 | COHEN & STEERS, INC. | 1,423,040 | 14,814,000 | 5.19% | ||
| 6 | UBS Group AG | 1,188,503 | 12,373,000 | 4.33% | ||
| 7 | GUGGENHEIM CAPITAL LLC | 840,471 | 8,749,000 | 3.07% | ||
| 8 | 1832 Asset Management L.P. | 800,000 | 8,383,000 | 2.94% | ||
| 9 | RELATIVE VALUE PARTNERS GROUP, LLC | 793,215 | 8,192,000 | 2.87% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 615,857 | 6,411,000 | 2.25% | ||
| 11 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 554,123 | 5,768,000 | 2.02% | ||
| 12 | STIFEL FINANCIAL CORP | 459,256 | 4,781,000 | 1.67% | ||
| 13 | POINTE CAPITAL MANAGEMENT LLC | 414,256 | 4,312,000 | 1.51% | ||
| 14 | Shaker Financial Services, LLC | 378,314 | 3,938,000 | 1.38% | ||
| 15 | BANK OF NOVA SCOTIA | 362,496 | 3,774,000 | 1.32% | ||
| 16 | HighTower Advisors, LLC | 325,114 | 3,380,000 | 1.18% | ||
| 17 | WELLS FARGO & COMPANY/MN | 322,594 | 3,358,000 | 1.18% | ||
| 18 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 250,274 | 2,705,000 | 0.95% | ||
| 19 | LPL Financial LLC | 248,519 | 2,604,000 | 0.91% | ||
| 20 | IFP ADVISORS, INC | 221,582 | 2,307,000 | 0.81% | ||
| 21 | PARSONS CAPITAL MANAGEMENT INC/RI | 221,068 | 2,301,000 | 0.81% | PRN | |
| 22 | Raymond James Financial Services Advisors, Inc. | 215,274 | 2,241,000 | 0.79% | ||
| 23 | DOLIVER ADVISORS, LP | 191,749 | 2,006,000 | 0.70% | ||
| 24 | CITIGROUP INC | 180,427 | 1,878,000 | 0.66% | ||
| 25 | Private Advisor Group, LLC | 175,401 | 1,838,000 | 0.64% | ||
| 26 | Cambridge Investment Research Advisors, Inc. | 174,850 | 1,820,000 | 0.64% | ||
| 27 | ROYAL BANK OF CANADA | 165,928 | 1,728,000 | 0.61% | ||
| 28 | ADVISOR GROUP, INC. | 124,093 | 1,289,000 | 0.45% | ||
| 29 | Vident Investment Advisory, LLC | 108,765 | 1,132,000 | 0.40% | ||
| 30 | Janney Montgomery Scott LLC | 57,406 | 643,000 | 0.23% | ||
| 31 | AMERIPRISE FINANCIAL INC | 61,667 | 642,000 | 0.22% | ||
| 32 | Commonwealth Equity Services, Inc | 57,997 | 604,000 | 0.21% | ||
| 33 | BANK OF MONTREAL /CAN/ | 57,000 | 593,000 | 0.21% | ||
| 34 | RAYMOND JAMES TRUST N.A. | 50,923 | 530,000 | 0.19% | ||
| 35 | Focused Wealth Management, Inc | 44,665 | 465,000 | 0.16% | ||
| 36 | Formidable Asset Management, LLC | 43,510 | 461,000 | 0.16% | ||
| 37 | BB&T SECURITIES, LLC | 41,942 | 436,000 | 0.15% | ||
| 38 | Sigma Planning Corp | 34,903 | 363,000 | 0.13% | ||
| 39 | GOLDMAN SACHS GROUP INC | 29,875 | 311,000 | 0.11% | ||
| 40 | Concert Wealth Management Inc. | 29,448 | 303,000 | 0.11% | ||
| 41 | Bank of New York Mellon Corp | 27,554 | 287,000 | 0.10% | ||
| 42 | EATON VANCE MANAGEMENT | 26,198 | 273,000 | 0.10% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 24,448 | 254,000 | 0.09% | ||
| 44 | PNC FINANCIAL SERVICES GROUP, INC. | 24,224 | 252,000 | 0.09% | ||
| 45 | MSI Financial Services Inc | 23,440 | 244,000 | 0.09% | ||
| 46 | Cypress Capital Management LLC (WY) | 20,530 | 213,717 | 0.07% | ||
| 47 | Berkshire Money Management, Inc. | 19,671 | 205,000 | 0.07% | ||
| 48 | TRUIST FINANCIAL CORP | 19,490 | 203,000 | 0.07% | ||
| 49 | Caprock Group, LLC | 19,413 | 202,000 | 0.07% | ||
| 50 | M&T BANK CORP | 18,938 | 197,000 | 0.07% |
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.
