| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,431,867 | 80,958,000 | 37.50% | ||
| 2 | McGowan Group Asset Management, Inc. | 966,847 | 22,808,000 | 10.56% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 592,321 | 13,973,000 | 6.47% | ||
| 4 | UBS Group AG | 583,159 | 13,757,000 | 6.37% | ||
| 5 | ROYAL BANK OF CANADA | 490,295 | 11,566,000 | 5.36% | ||
| 6 | Invesco Ltd. | 479,090 | 11,302,000 | 5.23% | ||
| 7 | BESSEMER GROUP INC | 350,917 | 8,278,000 | 3.83% | ||
| 8 | WELLS FARGO & COMPANY/MN | 296,940 | 7,005,000 | 3.24% | ||
| 9 | COMERICA SECURITIES INC | 222,749 | 5,255,000 | 2.43% | ||
| 10 | BANK OF MONTREAL /CAN/ | 221,333 | 5,221,000 | 2.42% | ||
| 11 | LPL Financial LLC | 165,650 | 3,899,000 | 1.81% | ||
| 12 | Sterneck Capital Management, LLC | 139,543 | 3,292,000 | 1.52% | ||
| 13 | GUGGENHEIM CAPITAL LLC | 123,505 | 2,913,000 | 1.35% | ||
| 14 | JANUS HENDERSON INVESTORS US LLC | 109,700 | 2,588,000 | 1.20% | ||
| 15 | STIFEL FINANCIAL CORP | 87,723 | 2,070,000 | 0.96% | ||
| 16 | SII INVESTMENTS INC/WI | 80,429 | 1,900,000 | 0.88% | ||
| 17 | Vident Investment Advisory, LLC | 72,624 | 1,713,000 | 0.79% | ||
| 18 | BB&T SECURITIES, LLC | 72,594 | 1,712,000 | 0.79% | ||
| 19 | IFC Holdings Incorporated/FL | 70,510 | 1,653,000 | 0.77% | ||
| 20 | AMERIPRISE FINANCIAL INC | 63,215 | 1,491,000 | 0.69% | ||
| 21 | IFP ADVISORS, INC | 60,229 | 1,421,000 | 0.66% | ||
| 22 | Commonwealth Equity Services, Inc | 59,526 | 1,404,000 | 0.65% | ||
| 23 | Raymond James Financial Services Advisors, Inc. | 49,806 | 1,175,000 | 0.54% | ||
| 24 | Mathes Company, Inc. | 38,750 | 914,000 | 0.42% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 28,840 | 680,000 | 0.31% | ||
| 26 | Private Advisor Group, LLC | 28,512 | 671,000 | 0.31% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 27,860 | 657,000 | 0.30% | ||
| 28 | NATIONAL PLANNING CORP | 26,793 | 632,000 | 0.29% | ||
| 29 | Investors Capital Advisory Services | 22,332 | 526,000 | 0.24% | ||
| 30 | OPPENHEIMER & CO INC | 21,100 | 497,000 | 0.23% | ||
| 31 | Janney Montgomery Scott LLC | 21,686 | 461,000 | 0.21% | ||
| 32 | Stratos Wealth Partners, LTD. | 15,203 | 359,000 | 0.17% | ||
| 33 | Partnervest Advisory Services LLC | 13,419 | 317,000 | 0.15% | ||
| 34 | CADENCE BANK NA | 12,365 | 292,000 | 0.14% | ||
| 35 | Capital Investment Advisors, LLC | 11,930 | 281,000 | 0.13% | ||
| 36 | DELTA CAPITAL MANAGEMENT LLC | 11,800 | 278,000 | 0.13% | ||
| 37 | BAIRD FINANCIAL GROUP, INC. | 11,458 | 270,000 | 0.13% | ||
| 38 | ADVISOR GROUP, INC. | 9,644 | 226,000 | 0.10% | ||
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,365 | 221,000 | 0.10% | ||
| 40 | AllSquare Wealth Management LLC | 6,800 | 160,000 | 0.07% | ||
| 41 | Cordasco Financial Network | 5,810 | 137,000 | 0.06% | ||
| 42 | NEXT Financial Group, Inc | 5,800 | 136,000 | 0.06% | ||
| 43 | DEUTSCHE BANK AG\ | 5,700 | 134,000 | 0.06% | ||
| 44 | FIRST FINANCIAL CORP /IN/ | 5,350 | 126,000 | 0.06% | ||
| 45 | Creative Planning | 4,979 | 117,000 | 0.05% | ||
| 46 | CITIGROUP INC | 4,610 | 109,000 | 0.05% | ||
| 47 | D.A. DAVIDSON & CO. | 4,000 | 94,000 | 0.04% | ||
| 48 | MSI Financial Services Inc | 2,378 | 56,000 | 0.03% | ||
| 49 | WAYNE HUMMER INVESTMENTS L.L.C. | 10,413 | 46,000 | 0.02% | ||
| 50 | ENVESTNET ASSET MANAGEMENT INC | 1,800 | 42,000 | 0.02% |
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.
