| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,928,466 | 123,273,000 | 42.32% | ||
| 2 | Invesco Ltd. | 1,753,767 | 19,782,000 | 6.79% | ||
| 3 | RFG Advisory, LLC | 1,385,854 | 15,732,000 | 5.40% | ||
| 4 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 1,331,300 | 15,017,000 | 5.16% | ||
| 5 | COHEN & STEERS, INC. | 1,250,520 | 14,106,000 | 4.84% | ||
| 6 | GUGGENHEIM CAPITAL LLC | 925,908 | 10,444,000 | 3.59% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 844,004 | 9,520,000 | 3.27% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 842,488 | 9,504,000 | 3.26% | ||
| 9 | UBS Group AG | 741,228 | 8,361,000 | 2.87% | ||
| 10 | Advisors Asset Management, Inc. | 700,583 | 7,903,000 | 2.71% | ||
| 11 | WELLS FARGO & COMPANY/MN | 471,594 | 5,319,000 | 1.83% | ||
| 12 | STIFEL FINANCIAL CORP | 384,393 | 4,337,000 | 1.49% | ||
| 13 | POINTE CAPITAL MANAGEMENT LLC | 383,996 | 4,331,000 | 1.49% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 372,761 | 4,205,000 | 1.44% | ||
| 15 | IFP ADVISORS, INC | 364,111 | 4,107,000 | 1.41% | ||
| 16 | HighTower Advisors, LLC | 342,941 | 3,874,000 | 1.33% | ||
| 17 | Cambridge Investment Research Advisors, Inc. | 309,129 | 3,487,000 | 1.20% | ||
| 18 | ROYAL BANK OF CANADA | 227,220 | 2,563,000 | 0.88% | ||
| 19 | PARSONS CAPITAL MANAGEMENT INC/RI | 219,018 | 2,471,000 | 0.85% | PRN | |
| 20 | Private Advisor Group, LLC | 215,362 | 2,464,000 | 0.85% | ||
| 21 | Commonwealth Equity Services, Inc | 155,484 | 1,754,000 | 0.60% | ||
| 22 | MILLENNIUM MANAGEMENT LLC | 140,476 | 1,585,000 | 0.54% | ||
| 23 | ADVISOR GROUP, INC. | 118,396 | 1,335,000 | 0.46% | ||
| 24 | AMERIPRISE FINANCIAL INC | 68,441 | 769,000 | 0.26% | ||
| 25 | RAYMOND JAMES TRUST N.A. | 64,424 | 726,000 | 0.25% | ||
| 26 | Janney Montgomery Scott LLC | 63,639 | 718,000 | 0.25% | ||
| 27 | NINE MASTS CAPITAL Ltd | 62,100 | 700,000 | 0.24% | ||
| 28 | Creative Planning | 60,153 | 679,000 | 0.23% | ||
| 29 | LLBH PRIVATE WEALTH MANAGEMENT, LLC | 58,947 | 665,000 | 0.23% | ||
| 30 | CITIGROUP INC | 58,271 | 657,000 | 0.23% | ||
| 31 | CORNERSTONE ADVISORY, LLC | 50,000 | 564,000 | 0.19% | ||
| 32 | Arete Wealth Advisors, LLC | 46,300 | 522,000 | 0.18% | ||
| 33 | Focused Wealth Management, Inc | 39,858 | 450,000 | 0.15% | ||
| 34 | Advisory Services Network, LLC | 37,671 | 425,000 | 0.15% | ||
| 35 | LPL Financial LLC | 33,343 | 376,000 | 0.13% | ||
| 36 | EATON VANCE MANAGEMENT | 32,863 | 371,000 | 0.13% | ||
| 37 | BB&T SECURITIES, LLC | 32,874 | 370,000 | 0.13% | ||
| 38 | PNC FINANCIAL SERVICES GROUP, INC. | 32,416 | 365,000 | 0.13% | ||
| 39 | JANE STREET GROUP, LLC | 31,066 | 350,000 | 0.12% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 28,789 | 325,000 | 0.11% | ||
| 41 | RB CAPITAL MANAGEMENT, LLC | 28,634 | 323,000 | 0.11% | ||
| 42 | Bank of New York Mellon Corp | 23,862 | 269,000 | 0.09% | ||
| 43 | BANK OF MONTREAL /CAN/ | 22,627 | 255,000 | 0.09% | ||
| 44 | DOLIVER ADVISORS, LP | 21,125 | 238,000 | 0.08% | ||
| 45 | FIFTH THIRD BANCORP | 20,807 | 235,000 | 0.08% | ||
| 46 | Winslow, Evans & Crocker, Inc. | 19,275 | 217,422 | 0.07% | ||
| 47 | M&T BANK CORP | 17,809 | 200,000 | 0.07% | ||
| 48 | CETERA INVESTMENT ADVISERS | 16,972 | 194,000 | 0.07% | ||
| 49 | Cetera Advisors LLC | 16,972 | 194,000 | 0.07% | ||
| 50 | BAIRD FINANCIAL GROUP, INC. | 15,481 | 175,000 | 0.06% |
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.
