| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,860,766 | 103,534,000 | 33.15% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,254,017 | 26,711,000 | 8.55% | ||
| 3 | LAZARD ASSET MANAGEMENT LLC | 1,199,170 | 25,542,000 | 8.18% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,088,245 | 23,180,000 | 7.42% | ||
| 5 | COHEN & STEERS, INC. | 1,008,567 | 21,482,000 | 6.88% | ||
| 6 | Advisors Asset Management, Inc. | 642,232 | 13,680,000 | 4.38% | ||
| 7 | ROYAL BANK OF CANADA | 520,386 | 11,085,000 | 3.55% | ||
| 8 | GAMCO INVESTORS, INC. ET AL | 510,746 | 10,879,000 | 3.48% | ||
| 9 | Invesco Ltd. | 439,416 | 9,360,000 | 3.00% | ||
| 10 | Private Wealth Partners, LLC | 427,550 | 9,107,000 | 2.92% | ||
| 11 | 1832 Asset Management L.P. | 400,700 | 8,543,000 | 2.74% | ||
| 12 | Jacobus Wealth Management, Inc. | 350,565 | 7,467,000 | 2.39% | ||
| 13 | UBS AG | 324,009 | 6,902,000 | 2.21% | ||
| 14 | LPL Financial LLC | 164,246 | 3,454,000 | 1.11% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 138,293 | 2,946,000 | 0.94% | ||
| 16 | First Allied Advisory Services, Inc. | 134,338 | 2,864,000 | 0.92% | ||
| 17 | GUGGENHEIM CAPITAL LLC | 124,534 | 2,653,000 | 0.85% | ||
| 18 | 1607 Capital Partners, LLC | 114,839 | 2,446,000 | 0.78% | ||
| 19 | FIRST TRUST ADVISORS LP | 80,720 | 1,719,000 | 0.55% | ||
| 20 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 77,406 | 1,649,000 | 0.53% | ||
| 21 | VSR Financial Services, Inc. | 67,972 | 1,448,000 | 0.46% | ||
| 22 | Cutter & CO Brokerage, Inc. | 51,882 | 1,105,000 | 0.35% | ||
| 23 | Raymond James Financial Services Advisors, Inc. | 49,639 | 1,057,000 | 0.34% | ||
| 24 | WESTPORT RESOURCES MANAGEMENT INC | 45,341 | 966,000 | 0.31% | ||
| 25 | STIFEL FINANCIAL CORP | 42,105 | 897,000 | 0.29% | ||
| 26 | North Star Investment Management Corp. | 39,065 | 832,000 | 0.27% | ||
| 27 | OPPENHEIMER & CO INC | 32,410 | 690,000 | 0.22% | ||
| 28 | RAYMOND JAMES TRUST N.A. | 30,917 | 658,000 | 0.21% | ||
| 29 | Commonwealth Equity Services, Inc | 28,192 | 600,000 | 0.19% | ||
| 30 | Ancora Advisors LLC | 25,615 | 546,000 | 0.17% | ||
| 31 | Concert Wealth Management Inc. | 24,461 | 520,000 | 0.17% | ||
| 32 | CROFT-LEOMINSTER INC | 24,400 | 519,000 | 0.17% | ||
| 33 | OTA Financial Group L.P. | 23,732 | 519,000 | 0.17% | ||
| 34 | AMERIPRISE FINANCIAL INC | 24,219 | 516,000 | 0.17% | ||
| 35 | HighTower Advisors, LLC | 23,823 | 507,000 | 0.16% | ||
| 36 | USCA RIA LLC | 23,289 | 496,000 | 0.16% | ||
| 37 | FineMark National Bank & Trust | 21,730 | 463,000 | 0.15% | ||
| 38 | Janney Montgomery Scott LLC | 20,145 | 429,091 | 0.14% | ||
| 39 | CSS LLC/IL | 17,817 | 380,000 | 0.12% | ||
| 40 | Cambridge Investment Research Advisors, Inc. | 16,933 | 361,000 | 0.12% | ||
| 41 | Robert W. Baird & Co. Inc | 16,684 | 355,000 | 0.11% | SH | |
| 42 | AMERICAN INTERNATIONAL GROUP, INC. | 14,617 | 311,342 | 0.10% | ||
| 43 | US BANCORP \DE\ | 12,500 | 266,000 | 0.09% | ||
| 44 | Bank of New York Mellon Corp | 11,148 | 237,000 | 0.08% | ||
| 45 | Advisory Services Network, LLC | 10,841 | 231,000 | 0.07% | ||
| 46 | NWAM LLC | 10,581 | 225,000 | 0.07% | ||
| 47 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 9,618 | 205,000 | 0.07% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 9,613 | 205,000 | 0.07% | ||
| 49 | D.A. DAVIDSON & CO. | 8,010 | 170,000 | 0.05% | ||
| 50 | Barrett Asset Management, LLC | 7,249 | 154,000 | 0.05% |
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.
