| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,212,226 | 18,438,000 | 16.25% | ||
| 2 | COHEN & STEERS, INC. | 706,678 | 10,749,000 | 9.47% | ||
| 3 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 576,061 | 8,761,000 | 7.72% | ||
| 4 | GUGGENHEIM CAPITAL LLC | 496,655 | 7,554,000 | 6.66% | ||
| 5 | Invesco Ltd. | 481,679 | 7,326,000 | 6.46% | ||
| 6 | LPL Financial LLC | 376,629 | 5,713,000 | 5.03% | ||
| 7 | MORGAN STANLEY | 349,848 | 5,321,000 | 4.69% | ||
| 8 | FIDUCIARY TRUST INTERNATIONAL LLC | 278,192 | 4,231,000 | 3.73% | ||
| 9 | UBS Group AG | 251,399 | 3,824,000 | 3.37% | ||
| 10 | WELLS FARGO & COMPANY/MN | 234,526 | 3,567,000 | 3.14% | ||
| 11 | ROYAL BANK OF CANADA | 202,484 | 3,080,000 | 2.71% | ||
| 12 | Jacobus Wealth Management, Inc. | 201,161 | 3,060,000 | 2.70% | ||
| 13 | NAPLES GLOBAL ADVISORS, LLC | 182,503 | 2,776,000 | 2.45% | ||
| 14 | AMERIPRISE FINANCIAL INC | 168,339 | 2,542,000 | 2.24% | ||
| 15 | United Asset Strategies, Inc. | 136,734 | 2,080,000 | 1.83% | ||
| 16 | OPPENHEIMER & CO INC | 124,250 | 1,890,000 | 1.67% | ||
| 17 | Cambridge Investment Research Advisors, Inc. | 110,453 | 1,680,000 | 1.48% | ||
| 18 | Commonwealth Equity Services, Inc | 108,153 | 1,645,000 | 1.45% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 93,314 | 1,419,000 | 1.25% | ||
| 20 | MML INVESTORS SERVICES, INC. | 90,038 | 1,369,000 | 1.21% | ||
| 21 | VICUS CAPITAL | 88,308 | 1,343,000 | 1.18% | ||
| 22 | CFO4LIFE GROUP, LLC | 48,703 | 741,000 | 0.65% | ||
| 23 | STABLEFORD CAPITAL II LLC | 44,788 | 681,000 | 0.60% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 39,426 | 600,000 | 0.53% | ||
| 25 | ADVISOR GROUP, INC. | 38,793 | 590,000 | 0.52% | ||
| 26 | PNC FINANCIAL SERVICES GROUP, INC. | 37,732 | 574,000 | 0.51% | ||
| 27 | Focused Wealth Management, Inc | 37,607 | 572,000 | 0.50% | ||
| 28 | STIFEL FINANCIAL CORP | 36,159 | 551,000 | 0.49% | ||
| 29 | GOLDMAN SACHS GROUP INC | 33,891 | 515,000 | 0.45% | ||
| 30 | Kistler-Tiffany Companies, LLC | 30,259 | 460,000 | 0.41% | ||
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28,208 | 429,000 | 0.38% | ||
| 32 | Jefferies Group LLC | 26,852 | 408,000 | 0.36% | ||
| 33 | Obermeyer Wealth Partners | 26,312 | 400,000 | 0.35% | ||
| 34 | Creative Planning | 26,179 | 398,000 | 0.35% | ||
| 35 | First Allied Advisory Services, Inc. | 24,588 | 374,000 | 0.33% | ||
| 36 | M&T BANK CORP | 24,038 | 365,000 | 0.32% | ||
| 37 | ENVESTNET ASSET MANAGEMENT INC | 23,657 | 358,000 | 0.32% | ||
| 38 | IFC Holdings Incorporated/FL | 23,195 | 353,000 | 0.31% | ||
| 39 | LAUREL WEALTH ADVISORS, INC. | 23,042 | 350,000 | 0.31% | ||
| 40 | WEDBUSH SECURITIES INC | 21,509 | 327,000 | 0.29% | ||
| 41 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 21,318 | 324,000 | 0.29% | ||
| 42 | Legacy Private Trust Co. | 21,045 | 320,000 | 0.28% | ||
| 43 | Concert Wealth Management Inc. | 20,197 | 300,000 | 0.26% | ||
| 44 | FineMark National Bank & Trust | 19,667 | 299,000 | 0.26% | ||
| 45 | FIRST MANHATTAN CO. LLC. | 18,145 | 276,000 | 0.24% | ||
| 46 | EATON VANCE MANAGEMENT | 17,855 | 272,000 | 0.24% | ||
| 47 | INDEPENDENT ADVISOR ALLIANCE | 17,237 | 261,000 | 0.23% | ||
| 48 | HighTower Advisors, LLC | 16,060 | 244,000 | 0.22% | ||
| 49 | Janney Montgomery Scott LLC | 16,040 | 244,000 | 0.22% | ||
| 50 | Advisory Services Network, LLC | 15,012 | 228,000 | 0.20% |
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.
