| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,102,694 | 32,703,000 | 17.09% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,921,724 | 20,254,000 | 10.58% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 1,220,228 | 12,861,000 | 6.72% | ||
| 4 | Invesco Ltd. | 1,040,766 | 10,970,000 | 5.73% | ||
| 5 | UNIPLAN INVESTMENT COUNSEL, INC. | 1,000,040 | 10,540,000 | 5.51% | ||
| 6 | Advisors Asset Management, Inc. | 796,324 | 8,393,000 | 4.39% | ||
| 7 | TILLER PRIVATE WEALTH, INC. | 791,845 | 8,346,000 | 4.36% | ||
| 8 | UBS Group AG | 778,930 | 8,210,000 | 4.29% | ||
| 9 | Raymond James Financial Services Advisors, Inc. | 623,369 | 6,570,000 | 3.43% | ||
| 10 | LPL Financial LLC | 584,774 | 6,070,000 | 3.17% | ||
| 11 | WELLS FARGO & COMPANY/MN | 563,956 | 5,944,000 | 3.11% | ||
| 12 | COHEN & STEERS, INC. | 524,711 | 5,530,000 | 2.89% | ||
| 13 | 1832 Asset Management L.P. | 250,000 | 4,413,000 | 2.31% | ||
| 14 | AMERIPRISE FINANCIAL INC | 401,521 | 4,238,000 | 2.21% | ||
| 15 | FIDUCIARY TRUST INTERNATIONAL LLC | 373,384 | 3,935,000 | 2.06% | ||
| 16 | LAZARD ASSET MANAGEMENT LLC | 325,293 | 3,428,000 | 1.79% | ||
| 17 | Cambridge Investment Research Advisors, Inc. | 323,665 | 3,411,000 | 1.78% | ||
| 18 | First Allied Advisory Services, Inc. | 279,354 | 2,953,000 | 1.54% | ||
| 19 | Cohen Klingenstein LLC | 247,996 | 2,614,000 | 1.37% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 241,289 | 2,543,000 | 1.33% | ||
| 21 | RPG INVESTMENT ADVISORY, LLC | 224,131 | 2,362,000 | 1.23% | ||
| 22 | DOLIVER ADVISORS, LP | 207,228 | 2,184,000 | 1.14% | ||
| 23 | DEUTSCHE BANK AG\ | 174,586 | 1,840,000 | 0.96% | ||
| 24 | BANK OF MONTREAL /CAN/ | 162,360 | 1,711,000 | 0.89% | ||
| 25 | Private Harbour Investment Management & Counsel, LLC | 122,000 | 1,286,000 | 0.67% | ||
| 26 | Private Advisor Group, LLC | 106,989 | 1,128,000 | 0.59% | ||
| 27 | CITIGROUP INC | 101,252 | 1,067,000 | 0.56% | ||
| 28 | Advisory Services Network, LLC | 85,694 | 903,000 | 0.47% | ||
| 29 | PNC FINANCIAL SERVICES GROUP, INC. | 80,260 | 845,000 | 0.44% | ||
| 30 | BAIRD FINANCIAL GROUP, INC. | 78,009 | 822,000 | 0.43% | ||
| 31 | CFO4Life, L.P. | 76,827 | 810,000 | 0.42% | ||
| 32 | ROYAL BANK OF CANADA | 74,523 | 786,000 | 0.41% | ||
| 33 | FIFTH THIRD BANCORP | 63,252 | 667,000 | 0.35% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 58,092 | 613,000 | 0.32% | ||
| 35 | HighTower Advisors, LLC | 55,093 | 581,000 | 0.30% | ||
| 36 | Commonwealth Equity Services, Inc | 55,140 | 581,000 | 0.30% | ||
| 37 | IFP ADVISORS, INC | 51,932 | 547,000 | 0.29% | ||
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 41,502 | 438,000 | 0.23% | ||
| 39 | ENVESTNET ASSET MANAGEMENT INC | 38,549 | 406,000 | 0.21% | ||
| 40 | WEDBUSH SECURITIES INC | 35,908 | 378,000 | 0.20% | ||
| 41 | Creative Planning | 31,379 | 331,000 | 0.17% | ||
| 42 | BB&T SECURITIES, LLC | 31,289 | 329,000 | 0.17% | ||
| 43 | EATON VANCE MANAGEMENT | 31,145 | 328,000 | 0.17% | ||
| 44 | Kingfisher Capital LLC | 29,907 | 315,000 | 0.16% | ||
| 45 | Stratos Wealth Partners, LTD. | 26,881 | 283,000 | 0.15% | ||
| 46 | VSR Financial Services, Inc. | 24,545 | 259,000 | 0.14% | ||
| 47 | RAYMOND JAMES TRUST N.A. | 24,050 | 253,000 | 0.13% | ||
| 48 | MSI Financial Services Inc | 23,885 | 252,000 | 0.13% | ||
| 49 | OTA Financial Group L.P. | 23,099 | 243,000 | 0.13% | ||
| 50 | M&T BANK CORP | 22,835 | 241,000 | 0.13% |
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.
