| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | 3,016,687 | 24,133,000 | 69.22% | ||
| 2 | Invesco Ltd. | 499,750 | 3,998,000 | 11.47% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 154,875 | 1,239,000 | 3.55% | ||
| 4 | MORGAN STANLEY | 105,438 | 843,000 | 2.42% | ||
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 100,605 | 805,000 | 2.31% | ||
| 6 | GUGGENHEIM CAPITAL LLC | 100,312 | 802,000 | 2.30% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 72,856 | 583,000 | 1.67% | ||
| 8 | UBS Group AG | 50,374 | 403,000 | 1.16% | ||
| 9 | First Allied Advisory Services, Inc. | 50,137 | 401,000 | 1.15% | ||
| 10 | ROYAL BANK OF CANADA | 38,826 | 311,000 | 0.89% | ||
| 11 | Arete Wealth Advisors, LLC | 24,685 | 197,000 | 0.57% | ||
| 12 | LPL Financial LLC | 20,664 | 164,000 | 0.47% | ||
| 13 | Sigma Planning Corp | 18,419 | 147,000 | 0.42% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 17,737 | 142,000 | 0.41% | ||
| 15 | Regis Management CO LLC | 15,180 | 121,000 | 0.35% | ||
| 16 | Capital Investment Advisors, LLC | 13,800 | 110,000 | 0.32% | ||
| 17 | BB&T SECURITIES, LLC | 13,994 | 109,000 | 0.31% | ||
| 18 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 11,650 | 93,000 | 0.27% | ||
| 19 | Janney Montgomery Scott LLC | 10,558 | 84,000 | 0.24% | ||
| 20 | ADVISOR GROUP, INC. | 8,600 | 69,000 | 0.20% | ||
| 21 | Creative Planning | 7,300 | 58,000 | 0.17% | ||
| 22 | WELLS FARGO & COMPANY/MN | 3,830 | 31,000 | 0.09% | ||
| 23 | Apriem Advisors | 1,192 | 10,000 | 0.03% | ||
| 24 | IFP ADVISORS, INC | 820 | 7,000 | 0.02% | ||
| 25 | TCI Wealth Advisors, Inc. | 601 | 5,000 | 0.01% |
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.
