| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 11,527,007 | 123,454,000 | 42.14% | ||
| 2 | Invesco Ltd. | 2,203,307 | 23,597,000 | 8.06% | ||
| 3 | Advisors Asset Management, Inc. | 1,458,925 | 15,625,000 | 5.33% | ||
| 4 | COHEN & STEERS, INC. | 1,400,763 | 15,002,000 | 5.12% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,356,048 | 14,523,000 | 4.96% | ||
| 6 | UBS Group AG | 1,238,598 | 13,266,000 | 4.53% | ||
| 7 | GUGGENHEIM CAPITAL LLC | 826,543 | 8,852,000 | 3.02% | ||
| 8 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 798,340 | 8,550,000 | 2.92% | ||
| 9 | RELATIVE VALUE PARTNERS GROUP, LLC | 724,218 | 7,756,000 | 2.65% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 664,205 | 7,114,000 | 2.43% | ||
| 11 | POINTE CAPITAL MANAGEMENT LLC | 412,444 | 4,417,000 | 1.51% | ||
| 12 | 1832 Asset Management L.P. | 406,170 | 4,350,000 | 1.48% | ||
| 13 | STIFEL FINANCIAL CORP | 383,351 | 4,105,000 | 1.40% | ||
| 14 | HighTower Advisors, LLC | 356,056 | 3,811,000 | 1.30% | ||
| 15 | WELLS FARGO & COMPANY/MN | 331,108 | 3,546,000 | 1.21% | ||
| 16 | BANK OF NOVA SCOTIA | 301,018 | 3,224,000 | 1.10% | ||
| 17 | IFP ADVISORS, INC | 297,119 | 3,182,000 | 1.09% | ||
| 18 | LPL Financial LLC | 260,914 | 2,784,000 | 0.95% | ||
| 19 | Raymond James Financial Services Advisors, Inc. | 259,822 | 2,783,000 | 0.95% | ||
| 20 | Cambridge Investment Research Advisors, Inc. | 242,328 | 2,595,000 | 0.89% | ||
| 21 | PARSONS CAPITAL MANAGEMENT INC/RI | 221,068 | 2,368,000 | 0.81% | PRN | |
| 22 | ROYAL BANK OF CANADA | 185,190 | 2,104,000 | 0.72% | ||
| 23 | Private Advisor Group, LLC | 186,344 | 1,988,000 | 0.68% | ||
| 24 | Vident Investment Advisory, LLC | 129,627 | 1,388,000 | 0.47% | ||
| 25 | ADVISOR GROUP, INC. | 125,717 | 1,348,000 | 0.46% | ||
| 26 | CITIGROUP INC | 60,515 | 648,000 | 0.22% | ||
| 27 | Janney Montgomery Scott LLC | 57,685 | 618,000 | 0.21% | ||
| 28 | Commonwealth Equity Services, Inc | 56,800 | 608,000 | 0.21% | ||
| 29 | AMERIPRISE FINANCIAL INC | 54,602 | 585,000 | 0.20% | ||
| 30 | RAYMOND JAMES TRUST N.A. | 49,510 | 531,000 | 0.18% | ||
| 31 | Formidable Asset Management, LLC | 44,885 | 481,000 | 0.16% | ||
| 32 | Focused Wealth Management, Inc | 44,617 | 478,000 | 0.16% | ||
| 33 | BB&T SECURITIES, LLC | 40,501 | 433,000 | 0.15% | ||
| 34 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 39,740 | 411,000 | 0.14% | ||
| 35 | Sigma Planning Corp | 37,031 | 397,000 | 0.14% | ||
| 36 | Advisory Services Network, LLC | 36,920 | 395,000 | 0.13% | ||
| 37 | Creative Planning | 30,460 | 326,000 | 0.11% | ||
| 38 | EATON VANCE MANAGEMENT | 26,118 | 280,000 | 0.10% | ||
| 39 | Concert Wealth Management Inc. | 23,809 | 254,000 | 0.09% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 23,482 | 251,000 | 0.09% | ||
| 41 | Cypress Capital Management LLC (WY) | 20,530 | 219,876 | 0.08% | ||
| 42 | Berkshire Money Management, Inc. | 19,671 | 211,000 | 0.07% | ||
| 43 | Caprock Group, LLC | 19,413 | 208,000 | 0.07% | ||
| 44 | GOLDMAN SACHS GROUP INC | 19,162 | 205,000 | 0.07% | ||
| 45 | M&T BANK CORP | 18,805 | 202,000 | 0.07% | ||
| 46 | MSI Financial Services Inc | 17,992 | 193,000 | 0.07% | ||
| 47 | TRUIST FINANCIAL CORP | 17,775 | 190,000 | 0.06% | ||
| 48 | PNC FINANCIAL SERVICES GROUP, INC. | 14,424 | 156,000 | 0.05% | ||
| 49 | Bank of New York Mellon Corp | 14,456 | 155,000 | 0.05% | ||
| 50 | NINE MASTS CAPITAL Ltd | 14,143 | 151,000 | 0.05% |
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.
