| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,163,814 | 42,822,000 | 40.61% | ||
| 2 | Invesco Ltd. | 545,138 | 10,788,000 | 10.23% | ||
| 3 | TIEDEMANN TRUST CO | 534,137 | 10,569,000 | 10.02% | ||
| 4 | COHEN & STEERS, INC. | 332,551 | 6,581,000 | 6.24% | ||
| 5 | Advisors Asset Management, Inc. | 235,926 | 4,669,000 | 4.43% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 225,695 | 4,467,000 | 4.24% | ||
| 7 | WELLS FARGO & COMPANY/MN | 209,552 | 4,148,000 | 3.93% | ||
| 8 | BB&T SECURITIES, LLC | 15,575 | 3,082,000 | 2.92% | ||
| 9 | ROYAL BANK OF CANADA | 138,307 | 2,737,000 | 2.60% | ||
| 10 | GUGGENHEIM CAPITAL LLC | 110,602 | 2,189,000 | 2.08% | ||
| 11 | CITIGROUP INC | 98,403 | 1,948,000 | 1.85% | ||
| 12 | JPMORGAN CHASE & CO | 65,887 | 1,303,000 | 1.24% | ||
| 13 | Partnervest Advisory Services LLC | 53,300 | 1,055,000 | 1.00% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 51,496 | 1,019,000 | 0.97% | ||
| 15 | Janney Montgomery Scott LLC | 50,960 | 1,008,498 | 0.96% | ||
| 16 | LPL Financial LLC | 48,251 | 955,000 | 0.91% | ||
| 17 | BANK OF AMERICA CORP /DE/ | 38,425 | 760,000 | 0.72% | ||
| 18 | UBS AG | 35,834 | 709,000 | 0.67% | ||
| 19 | AMERICAN INTERNATIONAL GROUP, INC. | 34,429 | 681,343 | 0.65% | ||
| 20 | CORNERSTONE ADVISORS INC | 29,606 | 586,000 | 0.56% | ||
| 21 | Concert Wealth Management Inc. | 29,716 | 582,000 | 0.55% | ||
| 22 | ROBINSON CAPITAL MANAGEMENT, LLC | 17,653 | 349,000 | 0.33% | ||
| 23 | SII INVESTMENTS INC/WI | 18,095 | 338,000 | 0.32% | ||
| 24 | Chevy Chase Trust Holdings, LLC | 15,850 | 314,000 | 0.30% | ||
| 25 | Round Table Services, LLC | 15,000 | 297,000 | 0.28% | ||
| 26 | KMS FINANCIAL SERVICES, INC | 14,250 | 282,000 | 0.27% | ||
| 27 | STERNE AGEE GROUP, INC. | 13,800 | 273,000 | 0.26% | ||
| 28 | Sterneck Capital Management, LLC | 13,757 | 272,000 | 0.26% | ||
| 29 | Dorsey & Whitney Trust CO LLC | 10,298 | 204,000 | 0.19% | ||
| 30 | Investors Capital Advisory Services | 10,000 | 197,000 | 0.19% | ||
| 31 | D.A. DAVIDSON & CO. | 3,500 | 69,000 | 0.07% | ||
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,500 | 69,000 | 0.07% | ||
| 33 | Transamerica Financial Advisors, LLC | 2,000 | 40,000 | 0.04% | ||
| 34 | Elite Wealth Management, Inc. | 1,000 | 22,000 | 0.02% | ||
| 35 | Westchester Capital Management, LLC | 1,048 | 21,000 | 0.02% | ||
| 36 | FIFTH THIRD BANCORP | 1,000 | 20,000 | 0.02% | ||
| 37 | DEUTSCHE BANK AG\ | 1,000 | 19,000 | 0.02% | ||
| 38 | Winslow, Evans & Crocker, Inc. | 400 | 7,916 | 0.01% | ||
| 39 | Tower Research Capital LLC (TRC) | 200 | 4,000 | 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.
