| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 574,315 | 11,516,000 | 10.17% | ||
| 2 | ROYAL BANK OF CANADA | 429,573 | 8,612,000 | 7.61% | ||
| 3 | LPL Financial LLC | 413,628 | 8,260,000 | 7.29% | ||
| 4 | STIFEL FINANCIAL CORP | 355 | 7,172,000 | 6.33% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 340,165 | 6,820,000 | 6.02% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 339,490 | 6,807,000 | 6.01% | ||
| 7 | Oxbow Advisors, LLC | 275,717 | 5,528,000 | 4.88% | ||
| 8 | Invesco Ltd. | 262,409 | 5,261,000 | 4.65% | ||
| 9 | Covington Capital Management | 257,872 | 5,170,000 | 4.57% | ||
| 10 | WELLS FARGO & COMPANY/MN | 206,444 | 4,140,000 | 3.66% | ||
| 11 | NWAM LLC | 205,548 | 4,121,000 | 3.64% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 176,283 | 3,534,000 | 3.12% | ||
| 13 | IFC Holdings Incorporated/FL | 167,032 | 3,342,000 | 2.95% | ||
| 14 | UBS Group AG | 160,258 | 3,213,000 | 2.84% | ||
| 15 | Commonwealth Equity Services, Inc | 155,178 | 3,111,000 | 2.75% | ||
| 16 | GUGGENHEIM CAPITAL LLC | 123,136 | 2,469,000 | 2.18% | ||
| 17 | COHEN & STEERS, INC. | 107,168 | 2,149,000 | 1.90% | ||
| 18 | NATIONAL PLANNING CORP | 105,352 | 2,088,000 | 1.84% | ||
| 19 | A. D. Beadell Investment Counsel, Inc. | 97,718 | 1,959,000 | 1.73% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 75,765 | 1,519,000 | 1.34% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 74,514 | 1,494,000 | 1.32% | ||
| 22 | Family Firm, Inc. | 59,239 | 1,188,000 | 1.05% | ||
| 23 | AMERICAN INTERNATIONAL GROUP, INC. | 57,982 | 1,163,000 | 1.03% | ||
| 24 | Cetera Advisor Networks LLC | 51,761 | 1,036,000 | 0.91% | ||
| 25 | BB&T SECURITIES, LLC | 47,861 | 959,000 | 0.85% | ||
| 26 | TIEMANN INVESTMENT ADVISORS, LLC | 44,935 | 901,000 | 0.80% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 37,808 | 758,000 | 0.67% | ||
| 28 | BARD ASSOCIATES INC | 36,950 | 741,000 | 0.65% | ||
| 29 | WIMMER ASSOCIATES 1, LLC | 27,200 | 545,000 | 0.48% | ||
| 30 | Investors Capital Advisory Services | 26,917 | 539,000 | 0.48% | ||
| 31 | OPPENHEIMER & CO INC | 25,049 | 502,000 | 0.44% | ||
| 32 | Private Advisor Group, LLC | 23,742 | 476,000 | 0.42% | ||
| 33 | PNC FINANCIAL SERVICES GROUP, INC. | 23,090 | 462,000 | 0.41% | ||
| 34 | Cetera Advisors LLC | 21,023 | 420,000 | 0.37% | ||
| 35 | Sigma Planning Corp | 20,795 | 417,000 | 0.37% | ||
| 36 | Capital Investment Advisors, LLC | 18,996 | 381,000 | 0.34% | ||
| 37 | BRUDERMAN ASSET MANAGEMENT, LLC | 18,847 | 378,000 | 0.33% | ||
| 38 | RAYMOND JAMES & ASSOCIATES | 17,068 | 342,000 | 0.30% | ||
| 39 | Advisory Services Network, LLC | 15,071 | 302,000 | 0.27% | ||
| 40 | SIT INVESTMENT ASSOCIATES INC | 15,000 | 301,000 | 0.27% | ||
| 41 | WFG Advisors, LP | 13,409 | 269,000 | 0.24% | ||
| 42 | HighTower Advisors, LLC | 12,727 | 255,000 | 0.23% | ||
| 43 | Concert Wealth Management Inc. | 11,045 | 221,000 | 0.20% | ||
| 44 | IFP ADVISORS, INC | 10,686 | 214,000 | 0.19% | ||
| 45 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 10,620 | 213,000 | 0.19% | ||
| 46 | US BANCORP \DE\ | 10,211 | 205,000 | 0.18% | ||
| 47 | New England Private Wealth Advisors LLC | 10,000 | 201,000 | 0.18% | ||
| 48 | VSR Financial Services, Inc. | 10,000 | 200,000 | 0.18% | ||
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,281 | 146,000 | 0.13% | ||
| 50 | Creative Planning | 6,541 | 131,000 | 0.12% |
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.
