| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 11,199,819 | 115,918,000 | 40.71% | ||
| 2 | Invesco Ltd. | 2,018,885 | 20,895,000 | 7.34% | ||
| 3 | COHEN & STEERS, INC. | 1,251,428 | 12,952,000 | 4.55% | ||
| 4 | UBS Group AG | 1,248,965 | 12,926,000 | 4.54% | ||
| 5 | Advisors Asset Management, Inc. | 1,232,194 | 12,753,000 | 4.48% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 1,022,172 | 10,580,000 | 3.72% | ||
| 7 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 903,591 | 9,352,000 | 3.28% | ||
| 8 | RELATIVE VALUE PARTNERS GROUP, LLC | 719,151 | 7,443,000 | 2.61% | ||
| 9 | GUGGENHEIM CAPITAL LLC | 715,068 | 7,401,000 | 2.60% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 710,571 | 7,355,000 | 2.58% | ||
| 11 | 1832 Asset Management L.P. | 409,556 | 4,239,000 | 1.49% | ||
| 12 | STIFEL FINANCIAL CORP | 407,342 | 4,208,000 | 1.48% | ||
| 13 | IFP ADVISORS, INC | 375,681 | 3,888,000 | 1.37% | ||
| 14 | HighTower Advisors, LLC | 353,501 | 3,657,000 | 1.28% | ||
| 15 | WELLS FARGO & COMPANY/MN | 322,400 | 3,337,000 | 1.17% | ||
| 16 | BANK OF NOVA SCOTIA | 293,003 | 3,033,000 | 1.07% | ||
| 17 | CITIGROUP INC | 274,693 | 2,843,000 | 1.00% | ||
| 18 | LPL Financial LLC | 275,370 | 2,836,000 | 1.00% | ||
| 19 | Raymond James Financial Services Advisors, Inc. | 272,297 | 2,818,000 | 0.99% | ||
| 20 | Cambridge Investment Research Advisors, Inc. | 252,136 | 2,610,000 | 0.92% | ||
| 21 | Laurion Capital Management LP | 247,604 | 2,563,000 | 0.90% | ||
| 22 | PARSONS CAPITAL MANAGEMENT INC/RI | 218,018 | 2,256,000 | 0.79% | PRN | |
| 23 | CLOUGH CAPITAL PARTNERS L P | 214,000 | 2,215,000 | 0.78% | ||
| 24 | MARINER INVESTMENT GROUP LLC | 200,000 | 2,070,000 | 0.73% | ||
| 25 | Private Advisor Group, LLC | 190,966 | 2,005,000 | 0.70% | ||
| 26 | ROYAL BANK OF CANADA | 188,710 | 1,954,000 | 0.69% | ||
| 27 | Karpus Management, Inc. | 153,950 | 1,593,000 | 0.56% | ||
| 28 | Vident Investment Advisory, LLC | 139,508 | 1,441,000 | 0.51% | ||
| 29 | DOLIVER ADVISORS, LP | 117,099 | 1,212,000 | 0.43% | ||
| 30 | ADVISOR GROUP, INC. | 116,417 | 1,205,000 | 0.42% | ||
| 31 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 108,238 | 1,120,000 | 0.39% | ||
| 32 | Weiss Asset Management LP | 97,036 | 1,004,000 | 0.35% | ||
| 33 | Shaker Financial Services, LLC | 85,918 | 889,000 | 0.31% | ||
| 34 | Commonwealth Equity Services, Inc | 84,359 | 873,000 | 0.31% | ||
| 35 | BESSEMER GROUP INC | 81,665 | 845,000 | 0.30% | ||
| 36 | Creative Planning | 65,788 | 681,000 | 0.24% | ||
| 37 | Janney Montgomery Scott LLC | 62,364 | 645,000 | 0.23% | ||
| 38 | AMERIPRISE FINANCIAL INC | 61,541 | 637,000 | 0.22% | ||
| 39 | CORNERSTONE ADVISORS INC | 59,400 | 615,000 | 0.22% | ||
| 40 | RAYMOND JAMES TRUST N.A. | 48,824 | 505,000 | 0.18% | ||
| 41 | Focused Wealth Management, Inc | 44,629 | 462,000 | 0.16% | ||
| 42 | Formidable Asset Management, LLC | 44,385 | 459,000 | 0.16% | ||
| 43 | BB&T SECURITIES, LLC | 40,501 | 433,000 | 0.15% | ||
| 44 | PNC FINANCIAL SERVICES GROUP, INC. | 39,253 | 407,000 | 0.14% | ||
| 45 | RB CAPITAL MANAGEMENT, LLC | 31,081 | 322,000 | 0.11% | ||
| 46 | Virtu KCG Holdings LLC | 29,932 | 310,000 | 0.11% | ||
| 47 | EATON VANCE MANAGEMENT | 28,168 | 292,000 | 0.10% | ||
| 48 | Sigma Planning Corp | 23,956 | 248,000 | 0.09% | ||
| 49 | Concert Wealth Management Inc. | 23,179 | 236,000 | 0.08% | ||
| 50 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 22,259 | 231,000 | 0.08% |
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.
