| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,226,144 | 35,520,000 | 17.58% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,948,016 | 21,448,000 | 10.61% | ||
| 3 | Invesco Ltd. | 1,422,037 | 15,656,000 | 7.75% | ||
| 4 | BLAIR WILLIAM & CO/IL | 1,311,821 | 14,443,000 | 7.15% | ||
| 5 | GUGGENHEIM CAPITAL LLC | 1,114,583 | 12,272,000 | 6.07% | ||
| 6 | UBS Group AG | 1,023,829 | 11,272,000 | 5.58% | ||
| 7 | UNIPLAN INVESTMENT COUNSEL, INC. | 1,006,586 | 11,082,000 | 5.48% | ||
| 8 | TILLER PRIVATE WEALTH, INC. | 766,538 | 8,440,000 | 4.18% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 748,219 | 8,238,000 | 4.08% | ||
| 10 | COHEN & STEERS, INC. | 544,415 | 5,994,000 | 2.97% | ||
| 11 | Advisors Asset Management, Inc. | 504,224 | 5,552,000 | 2.75% | ||
| 12 | AMERIPRISE FINANCIAL INC | 462,402 | 5,099,000 | 2.52% | ||
| 13 | WELLS FARGO & COMPANY/MN | 448,742 | 4,941,000 | 2.44% | ||
| 14 | Cambridge Investment Research Advisors, Inc. | 405,352 | 4,463,000 | 2.21% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 342,359 | 3,769,000 | 1.86% | ||
| 16 | LPL Financial LLC | 342,815 | 3,740,000 | 1.85% | ||
| 17 | RPG INVESTMENT ADVISORY, LLC | 279,203 | 3,073,000 | 1.52% | ||
| 18 | Cohen Klingenstein LLC | 247,996 | 2,730,000 | 1.35% | ||
| 19 | FIDUCIARY TRUST INTERNATIONAL LLC | 181,034 | 1,993,000 | 0.99% | ||
| 20 | BANK OF MONTREAL /CAN/ | 162,360 | 1,787,000 | 0.88% | ||
| 21 | Private Harbour Investment Management & Counsel, LLC | 110,075 | 1,212,000 | 0.60% | ||
| 22 | Private Advisor Group, LLC | 111,021 | 1,211,000 | 0.60% | ||
| 23 | CITIGROUP INC | 101,491 | 1,117,000 | 0.55% | ||
| 24 | First Allied Advisory Services, Inc. | 93,091 | 1,025,000 | 0.51% | ||
| 25 | Advisory Services Network, LLC | 90,656 | 998,000 | 0.49% | ||
| 26 | Commonwealth Equity Services, Inc | 85,019 | 936,000 | 0.46% | ||
| 27 | PNC FINANCIAL SERVICES GROUP, INC. | 83,819 | 922,000 | 0.46% | ||
| 28 | ROYAL BANK OF CANADA | 80,684 | 888,000 | 0.44% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 72,730 | 800,000 | 0.40% | ||
| 30 | CFO4Life, L.P. | 72,547 | 799,000 | 0.40% | ||
| 31 | HighTower Advisors, LLC | 55,048 | 606,000 | 0.30% | ||
| 32 | FIFTH THIRD BANCORP | 53,101 | 585,000 | 0.29% | ||
| 33 | STIFEL FINANCIAL CORP | 52,119 | 575,000 | 0.28% | ||
| 34 | BAIRD FINANCIAL GROUP, INC. | 46,486 | 512,000 | 0.25% | ||
| 35 | WEDBUSH SECURITIES INC | 44,197 | 487,000 | 0.24% | ||
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42,224 | 465,000 | 0.23% | ||
| 37 | M&T BANK CORP | 41,235 | 454,000 | 0.22% | ||
| 38 | IFP ADVISORS, INC | 40,655 | 448,000 | 0.22% | ||
| 39 | ENVESTNET ASSET MANAGEMENT INC | 35,869 | 395,000 | 0.20% | ||
| 40 | EATON VANCE MANAGEMENT | 31,145 | 343,000 | 0.17% | ||
| 41 | Kingfisher Capital LLC | 30,156 | 332,000 | 0.16% | ||
| 42 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 29,783 | 328,000 | 0.16% | ||
| 43 | LAUREL WEALTH ADVISORS, INC. | 25,850 | 285,000 | 0.14% | ||
| 44 | Frontier Wealth Management LLC | 25,400 | 280,000 | 0.14% | ||
| 45 | BB&T SECURITIES, LLC | 24,834 | 273,000 | 0.14% | ||
| 46 | Cetera Advisor Networks LLC | 24,266 | 267,000 | 0.13% | ||
| 47 | Stratos Wealth Partners, LTD. | 22,640 | 249,000 | 0.12% | ||
| 48 | Janney Montgomery Scott LLC | 22,342 | 246,000 | 0.12% | ||
| 49 | CORNERSTONE ADVISORY, LLC | 22,132 | 244,000 | 0.12% | ||
| 50 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 17,500 | 193,000 | 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.
