| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | 341,723 | 3,250,000 | 23.52% | ||
| 2 | BB&T SECURITIES, LLC | 23,630 | 2,247,000 | 16.26% | ||
| 3 | MORGAN STANLEY | 209,042 | 1,987,000 | 14.38% | ||
| 4 | WELLS FARGO & COMPANY/MN | 138,469 | 1,317,000 | 9.53% | ||
| 5 | Invesco Ltd. | 107,565 | 1,023,000 | 7.40% | ||
| 6 | NATIONAL PLANNING CORP | 82,300 | 783,000 | 5.67% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 74,824 | 712,000 | 5.15% | ||
| 8 | Commonwealth Equity Services, Inc | 63,351 | 602,000 | 4.36% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 55,781 | 530,000 | 3.84% | ||
| 10 | LPL Financial LLC | 51,343 | 488,000 | 3.53% | ||
| 11 | UBS AG | 41,892 | 398,000 | 2.88% | ||
| 12 | ROYAL BANK OF CANADA | 23,031 | 219,000 | 1.58% | ||
| 13 | AMERICAN INTERNATIONAL GROUP, INC. | 12,978 | 123,418 | 0.89% | ||
| 14 | Creative Planning | 5,400 | 51,000 | 0.37% | ||
| 15 | MSI Financial Services Inc | 4,750 | 45,000 | 0.33% | ||
| 16 | DEUTSCHE BANK AG\ | 1,935 | 18,000 | 0.13% | ||
| 17 | Partnervest Advisory Services LLC | 1,084 | 10,000 | 0.07% | ||
| 18 | B. Riley Wealth Advisors, Inc. | 1,000 | 9,510 | 0.07% | ||
| 19 | TCI Wealth Advisors, Inc. | 540 | 5,000 | 0.04% |
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.
