| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 6,644,549 | 36,479,000 | 34.38% | ||
| 2 | COHEN & STEERS, INC. | 2,230,445 | 12,245,000 | 11.54% | ||
| 3 | First Allied Advisory Services, Inc. | 1,225,053 | 6,688,000 | 6.30% | ||
| 4 | GAMCO INVESTORS, INC. ET AL | 718,986 | 3,947,000 | 3.72% | ||
| 5 | IFC Holdings Incorporated/FL | 635,827 | 3,530,000 | 3.33% | ||
| 6 | Invesco Ltd. | 572,590 | 3,144,000 | 2.96% | ||
| 7 | LPL Financial LLC | 490,481 | 2,703,000 | 2.55% | ||
| 8 | MORGAN STANLEY | 456,594 | 2,507,000 | 2.36% | ||
| 9 | Raymond James Financial Services Advisors, Inc. | 436,223 | 2,395,000 | 2.26% | ||
| 10 | Commonwealth Equity Services, Inc | 418,614 | 2,298,000 | 2.17% | ||
| 11 | WELLS FARGO & COMPANY/MN | 378,841 | 2,080,000 | 1.96% | ||
| 12 | 1832 Asset Management L.P. | 365,000 | 2,017,000 | 1.90% | ||
| 13 | IFP ADVISORS, INC | 352,847 | 1,937,000 | 1.83% | ||
| 14 | Yakira Capital Management, Inc. | 349,324 | 1,918,000 | 1.81% | SH | |
| 15 | BANK OF AMERICA CORP /DE/ | 336,528 | 1,848,000 | 1.74% | ||
| 16 | GUGGENHEIM CAPITAL LLC | 321,868 | 1,767,000 | 1.67% | ||
| 17 | HOLLENCREST CAPITAL MANAGEMENT | 284,760 | 1,564,000 | 1.47% | ||
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 274,879 | 1,509,000 | 1.42% | ||
| 19 | J.P. Morgan Private Wealth Advisors LLC | 202,000 | 1,109,000 | 1.05% | ||
| 20 | Advisors Asset Management, Inc. | 191,814 | 1,053,000 | 0.99% | ||
| 21 | UBS Group AG | 163,210 | 896,000 | 0.84% | ||
| 22 | MSI Financial Services Inc | 154,909 | 851,000 | 0.80% | ||
| 23 | RAYMOND JAMES & ASSOCIATES | 147,376 | 809,000 | 0.76% | ||
| 24 | CLOUGH CAPITAL PARTNERS L P | 140,495 | 771,000 | 0.73% | ||
| 25 | WEDBUSH SECURITIES INC | 140,036 | 769,000 | 0.72% | ||
| 26 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 139,897 | 768,000 | 0.72% | ||
| 27 | Jacobus Wealth Management, Inc. | 112,125 | 616,000 | 0.58% | ||
| 28 | Creative Planning | 92,153 | 506,000 | 0.48% | ||
| 29 | ADVISOR GROUP, INC. | 88,863 | 486,000 | 0.46% | ||
| 30 | AMERIPRISE FINANCIAL INC | 85,298 | 468,000 | 0.44% | ||
| 31 | Private Advisor Group, LLC | 79,521 | 438,000 | 0.41% | ||
| 32 | HighTower Advisors, LLC | 73,711 | 404,000 | 0.38% | ||
| 33 | CITIGROUP INC | 66,866 | 367,000 | 0.35% | ||
| 34 | STATE OF WISCONSIN INVESTMENT BOARD | 66,000 | 362,000 | 0.34% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 63,074 | 347,000 | 0.33% | ||
| 36 | BANK OF MONTREAL /CAN/ | 62,047 | 341,000 | 0.32% | ||
| 37 | RAYMOND JAMES TRUST N.A. | 49,356 | 271,000 | 0.26% | ||
| 38 | SUNTRUST BANKS INC | 47,615 | 261,000 | 0.25% | ||
| 39 | ROBINSON CAPITAL MANAGEMENT, LLC | 46,020 | 253,000 | 0.24% | ||
| 40 | Stratos Wealth Partners, LTD. | 41,904 | 230,000 | 0.22% | ||
| 41 | OPPENHEIMER & CO INC | 40,104 | 220,000 | 0.21% | ||
| 42 | Cambridge Investment Research Advisors, Inc. | 32,495 | 178,000 | 0.17% | ||
| 43 | FINANCIAL COUNSELORS INC | 30,173 | 166,000 | 0.16% | ||
| 44 | STIFEL FINANCIAL CORP | 29,205 | 160,000 | 0.15% | ||
| 45 | Alpha Cubed Investments, LLC | 28,536 | 157,000 | 0.15% | ||
| 46 | Pekin Hardy Strauss, Inc. | 22,980 | 126,000 | 0.12% | ||
| 47 | Affiance Financial, LLC | 21,645 | 119,000 | 0.11% | ||
| 48 | TCI Wealth Advisors, Inc. | 21,310 | 117,000 | 0.11% | ||
| 49 | Bank of New York Mellon Corp | 21,177 | 116,000 | 0.11% | ||
| 50 | NEXT Financial Group, Inc | 19,906 | 109,000 | 0.10% |
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.
