| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 928,729 | 23,144,000 | 18.53% | ||
| 2 | Advisors Asset Management, Inc. | 927,201 | 23,106,000 | 18.50% | ||
| 3 | COHEN & STEERS, INC. | 627,647 | 15,641,000 | 12.52% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 329,967 | 8,223,000 | 6.58% | ||
| 5 | MORGAN STANLEY | 270,509 | 6,741,000 | 5.40% | ||
| 6 | GUGGENHEIM CAPITAL LLC | 262,593 | 6,544,000 | 5.24% | ||
| 7 | WELLS FARGO & COMPANY/MN | 247,522 | 6,168,000 | 4.94% | ||
| 8 | CENTRAL TRUST Co | 186,525 | 4,648,000 | 3.72% | ||
| 9 | LPL Financial LLC | 158,535 | 4,016,000 | 3.21% | ||
| 10 | Invesco Ltd. | 152,333 | 3,796,000 | 3.04% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 95,247 | 2,374,000 | 1.90% | ||
| 12 | FIRST TRUST ADVISORS LP | 94,009 | 2,343,000 | 1.88% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 76,652 | 1,910,000 | 1.53% | ||
| 14 | Cambridge Investment Research Advisors, Inc. | 56,078 | 1,397,000 | 1.12% | ||
| 15 | Curi Capital, LLC | 53,434 | 1,332,000 | 1.07% | ||
| 16 | PRICE T ROWE ASSOCIATES INC /MD/ | 50,000 | 1,246,000 | 1.00% | ||
| 17 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 44,682 | 1,113,000 | 0.89% | ||
| 18 | Commonwealth Equity Services, Inc | 43,604 | 1,087,000 | 0.87% | ||
| 19 | Concert Wealth Management Inc. | 40,043 | 999,000 | 0.80% | ||
| 20 | DOLIVER ADVISORS, LP | 35,224 | 886,000 | 0.71% | ||
| 21 | Private Advisor Group, LLC | 29,847 | 756,000 | 0.61% | ||
| 22 | OPPENHEIMER & CO INC | 28,909 | 721,000 | 0.58% | ||
| 23 | BALDWIN WEALTH PARTNERS LLC/MA | 25,380 | 632,000 | 0.51% | ||
| 24 | STIFEL FINANCIAL CORP | 23,541 | 587,000 | 0.47% | ||
| 25 | CONNING INC. | 22,300 | 556,000 | 0.45% | ||
| 26 | ROYAL BANK OF CANADA | 22,158 | 552,000 | 0.44% | ||
| 27 | Stratos Wealth Partners, LTD. | 18,570 | 463,000 | 0.37% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 18,366 | 460,000 | 0.37% | ||
| 29 | ADVISOR GROUP, INC. | 15,674 | 389,000 | 0.31% | ||
| 30 | IFP ADVISORS, INC | 14,882 | 371,000 | 0.30% | ||
| 31 | Shaker Financial Services, LLC | 13,760 | 343,000 | 0.27% | ||
| 32 | Capital Advisors, Ltd. LLC | 12,926 | 322,000 | 0.26% | ||
| 33 | CITIGROUP INC | 10,320 | 257,000 | 0.21% | ||
| 34 | Cetera Advisor Networks LLC | 10,128 | 252,000 | 0.20% | ||
| 35 | Advisory Services Network, LLC | 8,397 | 209,000 | 0.17% | ||
| 36 | PNC FINANCIAL SERVICES GROUP, INC. | 8,386 | 209,000 | 0.17% | ||
| 37 | Investors Capital Advisory Services | 8,079 | 201,000 | 0.16% | ||
| 38 | FIFTH THIRD BANCORP | 6,200 | 155,000 | 0.12% | ||
| 39 | BANK OF MONTREAL /CAN/ | 4,162 | 104,000 | 0.08% | ||
| 40 | TCI Wealth Advisors, Inc. | 4,060 | 101,000 | 0.08% | ||
| 41 | Creative Planning | 2,850 | 71,000 | 0.06% | ||
| 42 | JACOBI CAPITAL MANAGEMENT LLC | 2,601 | 66,000 | 0.05% | ||
| 43 | ENVESTNET ASSET MANAGEMENT INC | 2,242 | 56,000 | 0.04% | ||
| 44 | Brick & Kyle, Associates | 1,800 | 45,000 | 0.04% | ||
| 45 | MSI Financial Services Inc | 1,700 | 42,000 | 0.03% | ||
| 46 | Oakworth Capital, Inc. | 1,600 | 38,000 | 0.03% | ||
| 47 | KANALY TRUST CO | 1,535 | 38,000 | 0.03% | ||
| 48 | SECURITY NATIONAL TRUST CO | 1,200 | 30,000 | 0.02% | ||
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,086 | 27,000 | 0.02% | ||
| 50 | SYNOVUS FINANCIAL CORP | 1,020 | 25,000 | 0.02% |
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.
