| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,132,910 | 32,550,000 | 16.93% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,014,734 | 20,933,000 | 10.89% | ||
| 3 | BLAIR WILLIAM & CO/IL | 1,306,670 | 13,576,000 | 7.06% | ||
| 4 | Invesco Ltd. | 1,208,370 | 12,555,000 | 6.53% | ||
| 5 | GUGGENHEIM CAPITAL LLC | 1,101,774 | 11,447,000 | 5.95% | ||
| 6 | UNIPLAN INVESTMENT COUNSEL, INC. | 1,010,601 | 10,500,000 | 5.46% | ||
| 7 | UBS Group AG | 870,013 | 9,039,000 | 4.70% | ||
| 8 | TILLER PRIVATE WEALTH, INC. | 781,930 | 8,124,000 | 4.23% | ||
| 9 | Advisors Asset Management, Inc. | 626,046 | 6,505,000 | 3.38% | ||
| 10 | COHEN & STEERS, INC. | 577,341 | 5,999,000 | 3.12% | ||
| 11 | WELLS FARGO & COMPANY/MN | 515,342 | 5,354,000 | 2.78% | ||
| 12 | AMERIPRISE FINANCIAL INC | 416,310 | 4,326,000 | 2.25% | ||
| 13 | FIDUCIARY TRUST INTERNATIONAL LLC | 373,384 | 3,879,000 | 2.02% | ||
| 14 | Cambridge Investment Research Advisors, Inc. | 353,247 | 3,670,000 | 1.91% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 333,836 | 3,469,000 | 1.80% | ||
| 16 | LPL Financial LLC | 329,007 | 3,395,000 | 1.77% | ||
| 17 | LAZARD ASSET MANAGEMENT LLC | 303,293 | 3,151,000 | 1.64% | ||
| 18 | RPG INVESTMENT ADVISORY, LLC | 300,578 | 3,120,000 | 1.62% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 256,041 | 2,660,000 | 1.38% | ||
| 20 | Cohen Klingenstein LLC | 247,996 | 2,577,000 | 1.34% | ||
| 21 | DEUTSCHE BANK AG\ | 190,892 | 1,983,000 | 1.03% | ||
| 22 | 1832 Asset Management L.P. | 175,000 | 1,830,000 | 0.95% | ||
| 23 | BANK OF MONTREAL /CAN/ | 162,360 | 1,687,000 | 0.88% | ||
| 24 | Private Harbour Investment Management & Counsel, LLC | 121,150 | 1,259,000 | 0.65% | ||
| 25 | Private Advisor Group, LLC | 109,040 | 1,125,000 | 0.59% | ||
| 26 | CITIGROUP INC | 103,759 | 1,078,000 | 0.56% | ||
| 27 | First Allied Advisory Services, Inc. | 94,535 | 984,000 | 0.51% | ||
| 28 | PNC FINANCIAL SERVICES GROUP, INC. | 87,907 | 913,000 | 0.47% | ||
| 29 | Advisory Services Network, LLC | 84,254 | 875,000 | 0.46% | ||
| 30 | BAIRD FINANCIAL GROUP, INC. | 83,928 | 872,000 | 0.45% | ||
| 31 | ROYAL BANK OF CANADA | 82,433 | 857,000 | 0.45% | ||
| 32 | CFO4Life, L.P. | 78,682 | 818,000 | 0.43% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 68,371 | 711,000 | 0.37% | ||
| 34 | Commonwealth Equity Services, Inc | 56,179 | 584,000 | 0.30% | ||
| 35 | FIFTH THIRD BANCORP | 55,103 | 573,000 | 0.30% | ||
| 36 | HighTower Advisors, LLC | 53,586 | 557,000 | 0.29% | ||
| 37 | IFP ADVISORS, INC | 50,492 | 525,000 | 0.27% | ||
| 38 | STIFEL FINANCIAL CORP | 42,476 | 442,000 | 0.23% | ||
| 39 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 41,513 | 431,000 | 0.22% | ||
| 40 | WEDBUSH SECURITIES INC | 39,684 | 412,000 | 0.21% | ||
| 41 | M&T BANK CORP | 39,265 | 407,000 | 0.21% | ||
| 42 | BB&T SECURITIES, LLC | 37,084 | 385,000 | 0.20% | ||
| 43 | ENVESTNET ASSET MANAGEMENT INC | 36,800 | 382,000 | 0.20% | ||
| 44 | PROFICIO CAPITAL PARTNERS LLC | 30,710 | 330,000 | 0.17% | ||
| 45 | EATON VANCE MANAGEMENT | 30,665 | 319,000 | 0.17% | ||
| 46 | Kingfisher Capital LLC | 30,033 | 312,000 | 0.16% | ||
| 47 | MYCIO WEALTH PARTNERS, LLC | 27,950 | 290,000 | 0.15% | ||
| 48 | Frontier Wealth Management LLC | 26,900 | 279,000 | 0.15% | ||
| 49 | Janney Montgomery Scott LLC | 24,107 | 271,000 | 0.14% | ||
| 50 | Stratos Wealth Partners, LTD. | 22,246 | 231,000 | 0.12% |
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.
