| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,101,126 | 16,616,000 | 13.49% | ||
| 2 | COHEN & STEERS, INC. | 922,410 | 13,919,000 | 11.30% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 799,872 | 12,070,000 | 9.80% | ||
| 4 | Invesco Ltd. | 678,472 | 10,238,000 | 8.31% | ||
| 5 | MORGAN STANLEY | 551,376 | 8,320,000 | 6.76% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 415,196 | 6,265,000 | 5.09% | ||
| 7 | LPL Financial LLC | 337,043 | 5,022,000 | 4.08% | ||
| 8 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 290,590 | 4,385,000 | 3.56% | ||
| 9 | WELLS FARGO & COMPANY/MN | 246,225 | 3,716,000 | 3.02% | ||
| 10 | Jacobus Wealth Management, Inc. | 230,884 | 3,484,000 | 2.83% | ||
| 11 | AMERIPRISE FINANCIAL INC | 190,240 | 2,871,000 | 2.33% | ||
| 12 | ROYAL BANK OF CANADA | 188,928 | 2,852,000 | 2.32% | ||
| 13 | NAPLES GLOBAL ADVISORS, LLC | 172,465 | 2,602,000 | 2.11% | ||
| 14 | Commonwealth Equity Services, Inc | 148,457 | 2,240,000 | 1.82% | ||
| 15 | UBS Group AG | 147,988 | 2,233,000 | 1.81% | ||
| 16 | United Asset Strategies, Inc. | 125,134 | 1,888,000 | 1.53% | ||
| 17 | FIDUCIARY TRUST INTERNATIONAL LLC | 123,657 | 1,866,000 | 1.52% | ||
| 18 | Cambridge Investment Research Advisors, Inc. | 105,674 | 1,595,000 | 1.30% | ||
| 19 | OPPENHEIMER & CO INC | 105,250 | 1,588,000 | 1.29% | ||
| 20 | MSI Financial Services Inc | 97,674 | 1,474,000 | 1.20% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 97,072 | 1,465,000 | 1.19% | ||
| 22 | VICUS CAPITAL | 90,967 | 1,373,000 | 1.12% | ||
| 23 | Raymond James Financial Services Advisors, Inc. | 82,370 | 1,243,000 | 1.01% | ||
| 24 | Essex Financial Services, Inc. | 63,425 | 957,000 | 0.78% | ||
| 25 | CFO4Life, L.P. | 47,153 | 712,000 | 0.58% | ||
| 26 | GOLDMAN SACHS GROUP INC | 40,800 | 616,000 | 0.50% | ||
| 27 | STIFEL FINANCIAL CORP | 38,480 | 581,000 | 0.47% | ||
| 28 | Focused Wealth Management, Inc | 37,998 | 573,000 | 0.47% | ||
| 29 | M&T BANK CORP | 37,475 | 565,000 | 0.46% | ||
| 30 | ADVISOR GROUP, INC. | 36,385 | 550,000 | 0.45% | ||
| 31 | Bank of New York Mellon Corp | 32,654 | 493,000 | 0.40% | ||
| 32 | Kistler-Tiffany Companies, LLC | 32,206 | 486,000 | 0.39% | ||
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27,383 | 414,000 | 0.34% | ||
| 34 | Jefferies Group LLC | 26,852 | 405,000 | 0.33% | ||
| 35 | ENVESTNET ASSET MANAGEMENT INC | 24,087 | 363,000 | 0.29% | ||
| 36 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 23,626 | 357,000 | 0.29% | ||
| 37 | Creative Planning | 22,552 | 340,000 | 0.28% | ||
| 38 | Concert Wealth Management Inc. | 21,502 | 324,000 | 0.26% | ||
| 39 | IFC Holdings Incorporated/FL | 21,546 | 324,000 | 0.26% | ||
| 40 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 20,048 | 303,000 | 0.25% | ||
| 41 | FineMark National Bank & Trust | 19,667 | 297,000 | 0.24% | ||
| 42 | WEDBUSH SECURITIES INC | 19,522 | 295,000 | 0.24% | ||
| 43 | EATON VANCE MANAGEMENT | 18,255 | 275,000 | 0.22% | ||
| 44 | NEXT Financial Group, Inc | 18,151 | 274,000 | 0.22% | ||
| 45 | FIRST MANHATTAN CO. LLC. | 17,363 | 262,000 | 0.21% | ||
| 46 | Yellowstone Partners, LLC | 16,600 | 250,000 | 0.20% | ||
| 47 | CITIGROUP INC | 16,462 | 248,000 | 0.20% | ||
| 48 | PNC FINANCIAL SERVICES GROUP, INC. | 16,236 | 245,000 | 0.20% | ||
| 49 | Advisory Services Network, LLC | 15,662 | 236,000 | 0.19% | ||
| 50 | First Allied Advisory Services, Inc. | 15,088 | 228,000 | 0.19% |
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.
