| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,779,565 | 120,562,000 | 40.72% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,295,960 | 27,034,000 | 9.13% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,087,447 | 22,684,000 | 7.66% | ||
| 4 | COHEN & STEERS, INC. | 991,970 | 20,692,000 | 6.99% | ||
| 5 | ROYAL BANK OF CANADA | 550,201 | 11,477,000 | 3.88% | ||
| 6 | GABELLI & Co INVESTMENT ADVISERS, INC. | 529,817 | 11,052,000 | 3.73% | ||
| 7 | UBS Group AG | 425,980 | 8,886,000 | 3.00% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 355,550 | 7,417,000 | 2.51% | ||
| 9 | Private Wealth Partners, LLC | 268,150 | 5,594,000 | 1.89% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 201,338 | 4,200,000 | 1.42% | ||
| 11 | Invesco Ltd. | 200,280 | 4,178,000 | 1.41% | ||
| 12 | First Allied Advisory Services, Inc. | 164,641 | 3,434,000 | 1.16% | ||
| 13 | STIFEL FINANCIAL CORP | 160,768 | 3,349,000 | 1.13% | ||
| 14 | Jacobus Wealth Management, Inc. | 157,356 | 3,282,000 | 1.11% | ||
| 15 | LPL Financial LLC | 149,185 | 3,088,000 | 1.04% | ||
| 16 | 1832 Asset Management L.P. | 125,000 | 2,612,000 | 0.88% | ||
| 17 | OPPENHEIMER & CO INC | 124,197 | 2,590,000 | 0.87% | ||
| 18 | GUGGENHEIM CAPITAL LLC | 119,942 | 2,501,000 | 0.84% | ||
| 19 | Advisors Asset Management, Inc. | 116,566 | 2,432,000 | 0.82% | ||
| 20 | FIRST TRUST ADVISORS LP | 111,090 | 2,317,000 | 0.78% | ||
| 21 | AHRENS INVESTMENT PARTNERS LLC | 109,100 | 2,276,000 | 0.77% | ||
| 22 | BANK OF NOVA SCOTIA | 97,958 | 2,043,000 | 0.69% | ||
| 23 | North Star Investment Management Corp. | 69,868 | 1,457,000 | 0.49% | ||
| 24 | Janney Montgomery Scott LLC | 50,312 | 1,050,000 | 0.35% | ||
| 25 | Thomas J. Herzfeld Advisors, Inc. | 48,888 | 1,020,000 | 0.34% | ||
| 26 | AMERIPRISE FINANCIAL INC | 44,760 | 934,000 | 0.32% | ||
| 27 | Karpus Management, Inc. | 43,423 | 906,000 | 0.31% | ||
| 28 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 42,010 | 876,000 | 0.30% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 39,288 | 801,000 | 0.27% | ||
| 30 | Commonwealth Equity Services, Inc | 38,193 | 797,000 | 0.27% | ||
| 31 | WEDBUSH SECURITIES INC | 36,122 | 754,000 | 0.25% | ||
| 32 | BRINKER CAPITAL INC | 35,558 | 742,000 | 0.25% | ||
| 33 | BELLWETHER INVESTMENT GROUP, LLC | 34,167 | 713,000 | 0.24% | ||
| 34 | ADVISOR GROUP, INC. | 31,796 | 662,000 | 0.22% | ||
| 35 | BAIRD FINANCIAL GROUP, INC. | 28,578 | 596,000 | 0.20% | ||
| 36 | HighTower Advisors, LLC | 28,164 | 588,000 | 0.20% | ||
| 37 | Ancora Advisors LLC | 25,550 | 532,000 | 0.18% | ||
| 38 | RAYMOND JAMES TRUST N.A. | 25,412 | 531,000 | 0.18% | ||
| 39 | Concert Wealth Management Inc. | 25,794 | 517,000 | 0.17% | ||
| 40 | Cambridge Investment Research Advisors, Inc. | 22,118 | 461,000 | 0.16% | ||
| 41 | MILLENNIUM MANAGEMENT LLC | 19,239 | 401,000 | 0.14% | ||
| 42 | Shaker Financial Services, LLC | 18,616 | 388,000 | 0.13% | ||
| 43 | D.A. DAVIDSON & CO. | 18,425 | 384,000 | 0.13% | ||
| 44 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17,270 | 360,000 | 0.12% | ||
| 45 | SUNTRUST BANKS INC | 16,710 | 348,000 | 0.12% | ||
| 46 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 16,529 | 344,000 | 0.12% | ||
| 47 | INDEPENDENT ADVISOR ALLIANCE | 16,318 | 339,000 | 0.11% | ||
| 48 | US BANCORP \DE\ | 16,021 | 334,000 | 0.11% | ||
| 49 | BANK OF MONTREAL /CAN/ | 15,731 | 328,000 | 0.11% | ||
| 50 | Prospera Financial Services Inc | 15,255 | 318,000 | 0.11% |
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.
