| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,020,489 | 19,695,000 | 22.39% | ||
| 2 | Advisors Asset Management, Inc. | 629,459 | 12,149,000 | 13.81% | ||
| 3 | WELLS FARGO & COMPANY/MN | 550,591 | 10,626,000 | 12.08% | ||
| 4 | GUGGENHEIM CAPITAL LLC | 476,569 | 9,198,000 | 10.46% | ||
| 5 | ROYAL BANK OF CANADA | 362,879 | 7,003,000 | 7.96% | ||
| 6 | Invesco Ltd. | 265,886 | 5,132,000 | 5.83% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 205,624 | 3,969,000 | 4.51% | ||
| 8 | UBS Group AG | 192,095 | 3,707,000 | 4.21% | ||
| 9 | ARMOR INVESTMENT ADVISORS, LLC | 123,952 | 2,392,000 | 2.72% | ||
| 10 | Thomas J. Herzfeld Advisors, Inc. | 110,592 | 2,134,000 | 2.43% | ||
| 11 | LPL Financial LLC | 75,860 | 1,475,000 | 1.68% | ||
| 12 | Cambridge Investment Research Advisors, Inc. | 59,461 | 1,148,000 | 1.31% | ||
| 13 | Commonwealth Equity Services, Inc | 50,339 | 972,000 | 1.11% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 45,431 | 877,000 | 1.00% | ||
| 15 | Partnervest Advisory Services LLC | 39,151 | 756,000 | 0.86% | ||
| 16 | Sterneck Capital Management, LLC | 38,978 | 752,000 | 0.85% | ||
| 17 | STIFEL FINANCIAL CORP | 38,253 | 740,000 | 0.84% | ||
| 18 | ADVISOR GROUP, INC. | 30,654 | 592,000 | 0.67% | ||
| 19 | LLBH PRIVATE WEALTH MANAGEMENT, LLC | 29,340 | 566,000 | 0.64% | ||
| 20 | SII INVESTMENTS INC/WI | 26,725 | 517,000 | 0.59% | ||
| 21 | OPPENHEIMER & CO INC | 23,100 | 446,000 | 0.51% | ||
| 22 | AMERIPRISE FINANCIAL INC | 20,037 | 382,000 | 0.43% | ||
| 23 | M&T BANK CORP | 16,975 | 327,000 | 0.37% | ||
| 24 | Private Advisor Group, LLC | 15,794 | 299,000 | 0.34% | ||
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14,676 | 283,000 | 0.32% | ||
| 26 | CARNICK & KUBIK GROUP, LLC | 11,760 | 227,000 | 0.26% | ||
| 27 | DOLIVER ADVISORS, LP | 11,379 | 220,000 | 0.25% | ||
| 28 | SUNTRUST BANKS INC | 11,694 | 216,000 | 0.25% | ||
| 29 | BB&T SECURITIES, LLC | 10,997 | 212,000 | 0.24% | ||
| 30 | BENJAMIN F. EDWARDS & COMPANY, INC. | 10,548 | 204,000 | 0.23% | ||
| 31 | CARDAN CAPITAL PARTNERS, LLC | 10,549 | 204,000 | 0.23% | ||
| 32 | IFP ADVISORS, INC | 8,777 | 169,000 | 0.19% | ||
| 33 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,668 | 149,000 | 0.17% | ||
| 34 | D.A. DAVIDSON & CO. | 6,060 | 116,000 | 0.13% | ||
| 35 | WFG Advisors, LP | 2,500 | 48,000 | 0.05% | ||
| 36 | Glassman Wealth Services | 2,280 | 44,000 | 0.05% | ||
| 37 | Financial Architects, Inc | 733 | 14,000 | 0.02% | ||
| 38 | Creative Planning | 100 | 2,000 | 0.00% |
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.
