| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,136,085 | 16,133,000 | 13.58% | ||
| 2 | GUGGENHEIM CAPITAL LLC | 1,049,941 | 14,911,000 | 12.55% | ||
| 3 | COHEN & STEERS, INC. | 998,267 | 14,175,000 | 11.93% | ||
| 4 | MORGAN STANLEY | 704,845 | 10,009,000 | 8.42% | ||
| 5 | Invesco Ltd. | 575,131 | 8,167,000 | 6.87% | ||
| 6 | FIDUCIARY TRUST INTERNATIONAL LLC | 358,192 | 5,086,000 | 4.28% | ||
| 7 | WELLS FARGO & COMPANY/MN | 282,221 | 4,008,000 | 3.37% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 273,403 | 3,882,000 | 3.27% | ||
| 9 | LPL Financial LLC | 261,828 | 3,765,000 | 3.17% | ||
| 10 | Jacobus Wealth Management, Inc. | 197,742 | 2,808,000 | 2.36% | ||
| 11 | BANK OF NOVA SCOTIA | 176,287 | 2,498,000 | 2.10% | ||
| 12 | UBS Group AG | 166,187 | 2,360,000 | 1.99% | ||
| 13 | Commonwealth Equity Services, Inc | 149,247 | 2,119,000 | 1.78% | ||
| 14 | United Asset Strategies, Inc. | 145,673 | 2,069,000 | 1.74% | ||
| 15 | NAPLES GLOBAL ADVISORS, LLC | 139,030 | 1,974,000 | 1.66% | ||
| 16 | AMERIPRISE FINANCIAL INC | 137,822 | 1,957,000 | 1.65% | ||
| 17 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 108,597 | 1,542,000 | 1.30% | ||
| 18 | ROYAL BANK OF CANADA | 106,802 | 1,517,000 | 1.28% | ||
| 19 | WEDBUSH SECURITIES INC | 95,190 | 1,352,000 | 1.14% | ||
| 20 | Cambridge Investment Research Advisors, Inc. | 89,576 | 1,272,000 | 1.07% | ||
| 21 | OPPENHEIMER & CO INC | 82,100 | 1,166,000 | 0.98% | ||
| 22 | VICUS CAPITAL | 80,481 | 1,143,000 | 0.96% | ||
| 23 | AMERICAN INTERNATIONAL GROUP, INC. | 79,563 | 1,131,000 | 0.95% | ||
| 24 | First Allied Advisory Services, Inc. | 61,847 | 877,000 | 0.74% | ||
| 25 | EATON VANCE MANAGEMENT | 61,700 | 876,000 | 0.74% | ||
| 26 | GOLDMAN SACHS GROUP INC | 58,660 | 833,000 | 0.70% | ||
| 27 | BAIRD FINANCIAL GROUP, INC. | 54,626 | 776,000 | 0.65% | ||
| 28 | CFO4Life, L.P. | 49,698 | 706,000 | 0.59% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 48,955 | 695,000 | 0.58% | ||
| 30 | Strategic Capital Alternatives LLC | 43,862 | 623,000 | 0.52% | ||
| 31 | Raymond James Financial Services Advisors, Inc. | 39,584 | 562,000 | 0.47% | ||
| 32 | Focused Wealth Management, Inc | 35,038 | 498,000 | 0.42% | ||
| 33 | USCA RIA LLC | 34,415 | 489,000 | 0.41% | ||
| 34 | VSR Financial Services, Inc. | 30,624 | 435,000 | 0.37% | ||
| 35 | Argentus Capital Management, LLC | 28,389 | 403,000 | 0.34% | ||
| 36 | Jefferies Group LLC | 26,852 | 381,000 | 0.32% | ||
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25,828 | 367,000 | 0.31% | ||
| 38 | STIFEL FINANCIAL CORP | 24,751 | 351,000 | 0.30% | ||
| 39 | ENVESTNET ASSET MANAGEMENT INC | 23,657 | 336,000 | 0.28% | ||
| 40 | M&T BANK CORP | 22,791 | 323,000 | 0.27% | ||
| 41 | Creative Planning | 22,157 | 315,000 | 0.27% | ||
| 42 | Janney Montgomery Scott LLC | 21,585 | 307,000 | 0.26% | ||
| 43 | BENJAMIN F. EDWARDS & COMPANY, INC. | 21,623 | 307,000 | 0.26% | ||
| 44 | PNC FINANCIAL SERVICES GROUP, INC. | 21,237 | 300,000 | 0.25% | ||
| 45 | Yellowstone Partners, LLC | 16,500 | 234,000 | 0.20% | ||
| 46 | SUNTRUST BANKS INC | 16,333 | 231,000 | 0.19% | ||
| 47 | Private Advisor Group, LLC | 14,974 | 213,000 | 0.18% | ||
| 48 | BANK HAPOALIM BM | 14,428 | 205,000 | 0.17% | ||
| 49 | Altavista Wealth Management, Inc. | 14,420 | 205,000 | 0.17% | ||
| 50 | Virtu KCG Holdings LLC | 13,931 | 198,000 | 0.17% |
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.
