| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,186,851 | 68,676,000 | 39.46% | ||
| 2 | TIEDEMANN TRUST CO | 809,058 | 17,435,000 | 10.02% | ||
| 3 | Advisors Asset Management, Inc. | 777,381 | 16,753,000 | 9.63% | ||
| 4 | BB&T SECURITIES, LLC | 70,019 | 15,088,000 | 8.67% | ||
| 5 | Invesco Ltd. | 428,079 | 9,225,000 | 5.30% | ||
| 6 | 1832 Asset Management L.P. | 359,915 | 7,748,000 | 4.45% | ||
| 7 | WELLS FARGO & COMPANY/MN | 237,854 | 5,126,000 | 2.95% | ||
| 8 | CORNERSTONE ADVISORS INC | 221,427 | 4,772,000 | 2.74% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 203,477 | 4,385,000 | 2.52% | ||
| 10 | GUGGENHEIM CAPITAL LLC | 182,783 | 3,940,000 | 2.26% | ||
| 11 | ROYAL BANK OF CANADA | 154,886 | 3,338,000 | 1.92% | ||
| 12 | CITIGROUP INC | 93,821 | 2,022,000 | 1.16% | ||
| 13 | AMERICAN INTERNATIONAL GROUP, INC. | 92,870 | 2,001,349 | 1.15% | ||
| 14 | COHEN & STEERS, INC. | 73,254 | 1,579,000 | 0.91% | ||
| 15 | LPL Financial LLC | 57,239 | 1,233,000 | 0.71% | ||
| 16 | UBS Group AG | 52,047 | 1,122,000 | 0.64% | ||
| 17 | Janney Montgomery Scott LLC | 51,010 | 1,099,266 | 0.63% | ||
| 18 | Partnervest Advisory Services LLC | 43,750 | 943,000 | 0.54% | ||
| 19 | Stratos Wealth Partners, LTD. | 40,420 | 871,526 | 0.50% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 38,430 | 828,000 | 0.48% | ||
| 21 | BANK OF AMERICA CORP /DE/ | 35,131 | 757,000 | 0.43% | ||
| 22 | TIEDEMANN ADVISORS, LLC | 33,571 | 723,000 | 0.42% | ||
| 23 | COMERICA SECURITIES INC | 33,240 | 716,000 | 0.41% | ||
| 24 | Concert Wealth Management Inc. | 30,832 | 665,000 | 0.38% | PRN | |
| 25 | SII INVESTMENTS INC/WI | 24,324 | 526,000 | 0.30% | ||
| 26 | OPPENHEIMER & CO INC | 18,346 | 396,000 | 0.23% | ||
| 27 | WEDBUSH SECURITIES INC | 16,167 | 348,000 | 0.20% | ||
| 28 | Round Table Services, LLC | 15,000 | 323,000 | 0.19% | ||
| 29 | LVW Advisors, LLC | 14,950 | 322,000 | 0.19% | PRN | |
| 30 | JPMORGAN CHASE & CO | 11,455 | 247,000 | 0.14% | ||
| 31 | Dorsey & Whitney Trust CO LLC | 10,687 | 231,000 | 0.13% | ||
| 32 | BROWN BROTHERS HARRIMAN & CO | 5,454 | 118,000 | 0.07% | ||
| 33 | BNP PARIBAS FINANCIAL MARKETS | 4,099 | 88,333 | 0.05% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,750 | 81,000 | 0.05% | ||
| 35 | D.A. DAVIDSON & CO. | 3,500 | 75,000 | 0.04% | ||
| 36 | Transamerica Financial Advisors, LLC | 3,000 | 65,000 | 0.04% | ||
| 37 | Winslow, Evans & Crocker, Inc. | 1,800 | 38,790 | 0.02% | ||
| 38 | PNC FINANCIAL SERVICES GROUP, INC. | 1,500 | 32,000 | 0.02% | ||
| 39 | Bartlett & Co. LLC | 1,462 | 32,000 | 0.02% | ||
| 40 | Creative Planning | 1,000 | 22,000 | 0.01% | ||
| 41 | DEUTSCHE BANK AG\ | 1,000 | 21,000 | 0.01% | ||
| 42 | Advisory Services Network, LLC | 500 | 10,000 | 0.01% | ||
| 43 | NATIONAL PLANNING CORP | 500 | 9,925 | 0.01% | ||
| 44 | COUNTRY TRUST BANK | 200 | 4,310 | 0.00% | ||
| 45 | Westchester Capital Management, LLC | 149 | 3,000 | 0.00% | ||
| 46 | WFG Advisors, LP | 60 | 1,000 | 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.
