| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,136,988 | 16,714,000 | 12.61% | ||
| 2 | GUGGENHEIM CAPITAL LLC | 988,857 | 14,537,000 | 10.96% | ||
| 3 | COHEN & STEERS, INC. | 962,837 | 14,154,000 | 10.67% | ||
| 4 | MORGAN STANLEY | 705,537 | 10,371,000 | 7.82% | ||
| 5 | Invesco Ltd. | 645,775 | 9,493,000 | 7.16% | ||
| 6 | LPL Financial LLC | 515,016 | 7,504,000 | 5.66% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 400,532 | 5,888,000 | 4.44% | ||
| 8 | FIDUCIARY TRUST INTERNATIONAL LLC | 378,192 | 5,559,000 | 4.19% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 376,466 | 5,534,000 | 4.17% | ||
| 10 | WELLS FARGO & COMPANY/MN | 272,120 | 4,001,000 | 3.02% | ||
| 11 | Jacobus Wealth Management, Inc. | 224,637 | 3,302,000 | 2.49% | ||
| 12 | ROYAL BANK OF CANADA | 177,969 | 2,616,000 | 1.97% | ||
| 13 | AMERIPRISE FINANCIAL INC | 166,824 | 2,438,000 | 1.84% | ||
| 14 | UBS Group AG | 165,684 | 2,436,000 | 1.84% | ||
| 15 | NAPLES GLOBAL ADVISORS, LLC | 162,545 | 2,389,000 | 1.80% | ||
| 16 | Commonwealth Equity Services, Inc | 136,009 | 1,999,000 | 1.51% | ||
| 17 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 136,557 | 1,993,000 | 1.50% | ||
| 18 | Cambridge Investment Research Advisors, Inc. | 98,581 | 1,449,000 | 1.09% | ||
| 19 | United Asset Strategies, Inc. | 93,961 | 1,381,000 | 1.04% | ||
| 20 | Essex Financial Services, Inc. | 93,925 | 1,381,000 | 1.04% | ||
| 21 | OPPENHEIMER & CO INC | 89,600 | 1,317,000 | 0.99% | ||
| 22 | GOLDMAN SACHS GROUP INC | 85,938 | 1,263,000 | 0.95% | ||
| 23 | VICUS CAPITAL | 84,938 | 1,249,000 | 0.94% | ||
| 24 | RAYMOND JAMES & ASSOCIATES | 55,839 | 821,000 | 0.62% | ||
| 25 | AMERICAN INTERNATIONAL GROUP, INC. | 54,532 | 802,000 | 0.60% | ||
| 26 | First Allied Advisory Services, Inc. | 46,535 | 685,000 | 0.52% | ||
| 27 | CFO4Life, L.P. | 46,126 | 678,000 | 0.51% | ||
| 28 | Focused Wealth Management, Inc | 37,145 | 546,000 | 0.41% | ||
| 29 | MSI Financial Services Inc | 36,969 | 543,000 | 0.41% | ||
| 30 | STIFEL FINANCIAL CORP | 33,826 | 497,000 | 0.37% | ||
| 31 | VSR Financial Services, Inc. | 30,624 | 450,000 | 0.34% | ||
| 32 | M&T BANK CORP | 26,909 | 396,000 | 0.30% | ||
| 33 | Jefferies Group LLC | 26,852 | 395,000 | 0.30% | ||
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26,104 | 383,000 | 0.29% | ||
| 35 | ENVESTNET ASSET MANAGEMENT INC | 25,482 | 375,000 | 0.28% | ||
| 36 | Kistler-Tiffany Companies, LLC | 21,963 | 323,000 | 0.24% | ||
| 37 | Creative Planning | 21,178 | 311,000 | 0.23% | ||
| 38 | EATON VANCE MANAGEMENT | 20,565 | 302,000 | 0.23% | ||
| 39 | WEDBUSH SECURITIES INC | 20,419 | 300,000 | 0.23% | ||
| 40 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 20,048 | 295,000 | 0.22% | ||
| 41 | PNC FINANCIAL SERVICES GROUP, INC. | 19,913 | 293,000 | 0.22% | ||
| 42 | Virtu KCG Holdings LLC | 18,837 | 277,000 | 0.21% | ||
| 43 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 18,799 | 276,000 | 0.21% | ||
| 44 | CITIGROUP INC | 17,993 | 265,000 | 0.20% | ||
| 45 | Bank of New York Mellon Corp | 17,986 | 264,000 | 0.20% | ||
| 46 | FIRST MANHATTAN CO. LLC. | 16,606 | 240,000 | 0.18% | ||
| 47 | Yellowstone Partners, LLC | 16,100 | 237,000 | 0.18% | ||
| 48 | IFP ADVISORS, INC | 16,057 | 236,000 | 0.18% | ||
| 49 | Advisory Services Network, LLC | 15,680 | 230,000 | 0.17% | ||
| 50 | HighTower Advisors, LLC | 15,069 | 221,000 | 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.
