| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 485,518 | 9,060,000 | 10.68% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 364,444 | 6,801,000 | 8.02% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 327,762 | 6,115,000 | 7.21% | ||
| 4 | Invesco Ltd. | 305,275 | 5,697,000 | 6.71% | ||
| 5 | Oxbow Advisors, LLC | 284,363 | 5,306,000 | 6.25% | ||
| 6 | MID CONTINENT CAPITAL LLC/IL | 281,190 | 5,247,000 | 6.18% | ||
| 7 | LPL Financial LLC | 220,798 | 4,239,000 | 5.00% | ||
| 8 | Covington Capital Management | 223,706 | 4,174,000 | 4.92% | ||
| 9 | NWAM LLC | 214,000 | 3,993,000 | 4.71% | ||
| 10 | UBS Group AG | 165,775 | 3,093,000 | 3.65% | ||
| 11 | ROYAL BANK OF CANADA | 162,350 | 3,030,000 | 3.57% | ||
| 12 | WELLS FARGO & COMPANY/MN | 161,261 | 3,009,000 | 3.55% | ||
| 13 | COHEN & STEERS, INC. | 151,697 | 2,831,000 | 3.34% | ||
| 14 | Cetera Advisor Networks LLC | 101,735 | 2,065,000 | 2.43% | ||
| 15 | Commonwealth Equity Services, Inc | 108,652 | 2,027,000 | 2.39% | ||
| 16 | A. D. Beadell Investment Counsel, Inc. | 97,718 | 1,823,000 | 2.15% | ||
| 17 | NATIONAL PLANNING CORP | 91,512 | 1,698,000 | 2.00% | ||
| 18 | AMERICAN INTERNATIONAL GROUP, INC. | 72,010 | 1,343,701 | 1.58% | ||
| 19 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 70,625 | 1,318,000 | 1.55% | ||
| 20 | Family Firm, Inc. | 51,025 | 952,000 | 1.12% | ||
| 21 | BB&T SECURITIES, LLC | 44,310 | 826,000 | 0.97% | ||
| 22 | FIRST FOUNDATION ADVISORS | 39,732 | 741,000 | 0.87% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 39,586 | 739,000 | 0.87% | ||
| 24 | BARD ASSOCIATES INC | 39,200 | 731,000 | 0.86% | ||
| 25 | IFC Holdings Incorporated/FL | 34,563 | 653,000 | 0.77% | ||
| 26 | Affiance Financial, LLC | 33,181 | 619,000 | 0.73% | ||
| 27 | Investors Capital Advisory Services | 26,884 | 501,000 | 0.59% | ||
| 28 | OPPENHEIMER & CO INC | 25,790 | 481,000 | 0.57% | ||
| 29 | PNC FINANCIAL SERVICES GROUP, INC. | 25,300 | 473,000 | 0.56% | ||
| 30 | Cetera Advisors LLC | 23,923 | 449,000 | 0.53% | ||
| 31 | Private Advisor Group, LLC | 23,901 | 446,000 | 0.53% | ||
| 32 | Virtu KCG Holdings LLC | 20,082 | 375,000 | 0.44% | ||
| 33 | Capital Investment Advisors, LLC | 18,697 | 349,000 | 0.41% | ||
| 34 | Montecito Bank & Trust | 16,800 | 342,000 | 0.40% | ||
| 35 | Sigma Planning Corp | 17,652 | 329,000 | 0.39% | ||
| 36 | SIT INVESTMENT ASSOCIATES INC | 15,000 | 280,000 | 0.33% | ||
| 37 | WFG Advisors, LP | 14,832 | 277,000 | 0.33% | ||
| 38 | GOLDMAN SACHS GROUP INC | 13,456 | 251,000 | 0.30% | ||
| 39 | STEEL GROVE CAPITAL ADVISORS, LLC | 12,280 | 229,000 | 0.27% | ||
| 40 | Concert Wealth Management Inc. | 11,795 | 219,000 | 0.26% | ||
| 41 | B. Riley Wealth Advisors, Inc. | 10,979 | 205,000 | 0.24% | ||
| 42 | HighTower Advisors, LLC | 10,258 | 191,000 | 0.23% | ||
| 43 | VSR Financial Services, Inc. | 10,000 | 187,000 | 0.22% | ||
| 44 | SYNOVUS FINANCIAL CORP | 7,203 | 134,000 | 0.16% | ||
| 45 | WHITTIER TRUST CO | 5,328 | 99,000 | 0.12% | ||
| 46 | WOLVERINE ASSET MANAGEMENT LLC | 5,052 | 94,000 | 0.11% | ||
| 47 | People's United Financial, Inc. | 4,954 | 92,000 | 0.11% | ||
| 48 | BRUDERMAN ASSET MANAGEMENT, LLC | 4,732 | 88,000 | 0.10% | ||
| 49 | Winslow, Evans & Crocker, Inc. | 4,406 | 82,216 | 0.10% | ||
| 50 | MSI Financial Services Inc | 3,362 | 63,000 | 0.07% |
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.
