| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Inc | 11,723,971 | 120,757,000 | 14.28% | ||
| 2 | Muzinich & Co., Inc. | 7,180,085 | 73,955,000 | 8.75% | ||
| 3 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 5,794,225 | 59,680,000 | 7.06% | ||
| 4 | LPL Financial LLC | 4,181,182 | 42,857,000 | 5.07% | ||
| 5 | BANK OF MONTREAL /CAN/ | 3,481,000 | 35,332,000 | 4.18% | ||
| 6 | State of New Jersey Common Pension Fund D | 2,600,000 | 26,780,000 | 3.17% | ||
| 7 | Clearbridge Investments, LLC | 2,255,380 | 23,230,000 | 2.75% | ||
| 8 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2,239,263 | 23,064,000 | 2.73% | ||
| 9 | Cambridge Investment Research Advisors, Inc. | 2,211,181 | 22,775,000 | 2.69% | ||
| 10 | ARES MANAGEMENT LLC | 1,894,909 | 19,518,000 | 2.31% | ||
| 11 | Private Advisor Group, LLC | 1,810,182 | 18,826,000 | 2.23% | ||
| 12 | AMERIPRISE FINANCIAL INC | 1,718,520 | 17,676,000 | 2.09% | ||
| 13 | BlackRock Group LTD | 1,662,408 | 17,123,000 | 2.03% | ||
| 14 | M&T BANK CORP | 1,571,903 | 16,191,000 | 1.92% | ||
| 15 | Cetera Advisor Networks LLC | 1,375,989 | 14,157,000 | 1.67% | ||
| 16 | NATIONAL PLANNING CORP | 1,301,757 | 13,343,000 | 1.58% | ||
| 17 | UBS Group AG | 1,238,667 | 12,758,000 | 1.51% | ||
| 18 | ADVISOR GROUP, INC. | 1,212,321 | 12,487,000 | 1.48% | ||
| 19 | Cetera Advisors LLC | 1,174,503 | 12,077,000 | 1.43% | ||
| 20 | NOMURA HOLDINGS INC | 1,171,168 | 12,014,000 | 1.42% | ||
| 21 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1,093,102 | 11,259,000 | 1.33% | ||
| 22 | VAN ECK ASSOCIATES CORP | 1,073,137 | 11,053,000 | 1.31% | ||
| 23 | Invesco Ltd. | 832,837 | 8,578,000 | 1.01% | ||
| 24 | NATIXIS ADVISORS, LLC | 800,743 | 8,247,000 | 0.98% | ||
| 25 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 777,470 | 8,008,000 | 0.95% | ||
| 26 | Arete Wealth Advisors, LLC | 758,320 | 7,811,000 | 0.92% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 744,825 | 7,666,000 | 0.91% | ||
| 28 | MSI Financial Services Inc | 739,901 | 7,621,000 | 0.90% | ||
| 29 | GILBERT & COOK, INC. | 736,694 | 7,588,000 | 0.90% | ||
| 30 | GUGGENHEIM CAPITAL LLC | 661,537 | 6,814,000 | 0.81% | ||
| 31 | Yorktown Management & Research Co Inc | 610,000 | 6,283,000 | 0.74% | ||
| 32 | DELPHI FINANCIAL GROUP, INC. | 594,200 | 6,091,000 | 0.72% | ||
| 33 | IFP ADVISORS, INC | 549,140 | 5,656,000 | 0.67% | ||
| 34 | MCKINLEY CAPITAL MANAGEMENT LLC | 539,593 | 5,558,000 | 0.66% | ||
| 35 | Legal & General Group Plc | 533,850 | 5,485,000 | 0.65% | ||
| 36 | PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 501,894 | 5,195,000 | 0.61% | ||
| 37 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 484,400 | 4,989,000 | 0.59% | ||
| 38 | MORGAN STANLEY | 468,051 | 4,820,000 | 0.57% | ||
| 39 | First Allied Advisory Services, Inc. | 462,899 | 4,768,000 | 0.56% | ||
| 40 | ADVISORY RESEARCH INC | 453,558 | 4,672,000 | 0.55% | ||
| 41 | INVESTMENT CENTERS OF AMERICA INC | 455,139 | 4,670,000 | 0.55% | ||
| 42 | Sumitomo Mitsui DS Asset Management Company, Ltd | 423,777 | 4,364,000 | 0.52% | ||
| 43 | ALLIANCEBERNSTEIN L.P. | 419,328 | 4,319,000 | 0.51% | ||
| 44 | SOWELL FINANCIAL SERVICES LLC | 383,313 | 4,101,000 | 0.49% | ||
| 45 | Canal Capital Management, LLC | 382,939 | 3,944,000 | 0.47% | ||
| 46 | Neuberger Berman Group LLC | 375,700 | 3,870,000 | 0.46% | ||
| 47 | PINKERTON WEALTH, LLC | 373,726 | 3,849,000 | 0.46% | ||
| 48 | SII INVESTMENTS INC/WI | 373,277 | 3,845,000 | 0.45% | ||
| 49 | WELLS FARGO & COMPANY/MN | 372,580 | 3,838,000 | 0.45% | ||
| 50 | Stratos Wealth Partners, LTD. | 342,912 | 3,532,000 | 0.42% |
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.
