| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,922,046 | 35,503,000 | 14.28% | ||
| 2 | AVIANCE CAPITAL MANAGEMENT, LLC | 2,057,619 | 25,000,000 | 10.06% | ||
| 3 | LAZARD ASSET MANAGEMENT LLC | 1,921,708 | 23,348,000 | 9.39% | ||
| 4 | UBS AG | 1,755,057 | 21,324,000 | 8.58% | ||
| 5 | Invesco Ltd. | 1,691,676 | 20,554,000 | 8.27% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 1,555,820 | 18,903,000 | 7.60% | ||
| 7 | Advisors Asset Management, Inc. | 1,241,183 | 15,080,000 | 6.07% | ||
| 8 | LPL Financial LLC | 906,026 | 10,899,000 | 4.38% | ||
| 9 | GUGGENHEIM CAPITAL LLC | 786,212 | 9,552,000 | 3.84% | ||
| 10 | COHEN & STEERS, INC. | 768,393 | 9,336,000 | 3.76% | ||
| 11 | WELLS FARGO & COMPANY/MN | 670,453 | 8,146,000 | 3.28% | ||
| 12 | Valentine Capital Asset Management, Inc. | 340,678 | 4,139,000 | 1.67% | ||
| 13 | CREDIT SUISSE AG/ | 295,932 | 3,596,000 | 1.45% | ||
| 14 | AMERIPRISE FINANCIAL INC | 292,985 | 3,556,000 | 1.43% | ||
| 15 | Index Management Solutions, LLC | 250,520 | 3,044,000 | 1.22% | ||
| 16 | INSIGHT 2811, INC. | 248,063 | 3,014,000 | 1.21% | ||
| 17 | Cohen Klingenstein LLC | 247,996 | 3,013,000 | 1.21% | ||
| 18 | Private Harbour Investment Management & Counsel, LLC | 237,385 | 2,884,000 | 1.16% | ||
| 19 | FIDUCIARY TRUST INTERNATIONAL LLC | 192,350 | 2,337,000 | 0.94% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 176,777 | 2,148,000 | 0.86% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 163,317 | 1,984,000 | 0.80% | ||
| 22 | SG Americas Securities, LLC | 151,922 | 1,846,000 | 0.74% | ||
| 23 | FIFTH THIRD BANCORP | 122,377 | 1,487,000 | 0.60% | ||
| 24 | CITIGROUP INC | 90,228 | 1,096,000 | 0.44% | ||
| 25 | STIFEL FINANCIAL CORP | 84,310 | 1,024,000 | 0.41% | ||
| 26 | Private Advisor Group, LLC | 83,802 | 1,018,000 | 0.41% | ||
| 27 | DEUTSCHE BANK AG\ | 75,643 | 919,000 | 0.37% | ||
| 28 | PNC FINANCIAL SERVICES GROUP, INC. | 68,200 | 828,000 | 0.33% | ||
| 29 | WEDBUSH SECURITIES INC | 63,982 | 777,000 | 0.31% | ||
| 30 | WFG Advisors, LP | 62,212 | 756,000 | 0.30% | ||
| 31 | OTA Financial Group L.P. | 57,820 | 737,000 | 0.30% | ||
| 32 | First Allied Advisory Services, Inc. | 59,194 | 716,000 | 0.29% | ||
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 51,233 | 622,000 | 0.25% | ||
| 34 | Arete Wealth Advisors, LLC | 48,897 | 594,000 | 0.24% | ||
| 35 | Commonwealth Equity Services, Inc | 46,124 | 560,000 | 0.23% | ||
| 36 | ROYAL BANK OF CANADA | 43,920 | 534,000 | 0.21% | ||
| 37 | B. Riley Wealth Advisors, Inc. | 43,753 | 532,000 | 0.21% | ||
| 38 | 1832 Asset Management L.P. | 35,000 | 426,000 | 0.17% | ||
| 39 | BENJAMIN F. EDWARDS & COMPANY, INC. | 33,345 | 405,000 | 0.16% | ||
| 40 | Kingfisher Capital LLC | 32,785 | 398,000 | 0.16% | ||
| 41 | HighTower Advisors, LLC | 30,785 | 374,000 | 0.15% | ||
| 42 | Raymond James Financial Services Advisors, Inc. | 29,786 | 362,000 | 0.15% | ||
| 43 | RAYMOND JAMES TRUST N.A. | 28,990 | 352,000 | 0.14% | ||
| 44 | Janney Montgomery Scott LLC | 28,230 | 342,990 | 0.14% | ||
| 45 | BANK OF MONTREAL /CAN/ | 27,325 | 332,000 | 0.13% | ||
| 46 | EATON VANCE MANAGEMENT | 26,260 | 320,000 | 0.13% | ||
| 47 | GOLDMAN SACHS GROUP INC | 24,950 | 303,000 | 0.12% | ||
| 48 | NATIONAL PLANNING CORP | 24,593 | 295,000 | 0.12% | ||
| 49 | NATIXIS ADVISORS, LLC | 23,263 | 283,000 | 0.11% | ||
| 50 | Virtu KCG Holdings LLC | 21,220 | 258,000 | 0.10% |
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.
