| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 602,032 | 8,308,000 | 17.41% | ||
| 2 | Advisors Asset Management, Inc. | 505,323 | 6,973,000 | 14.61% | ||
| 3 | MORGAN STANLEY | 392,609 | 5,418,000 | 11.35% | ||
| 4 | Invesco Ltd. | 367,676 | 5,074,000 | 10.63% | ||
| 5 | LPL Financial LLC | 292,137 | 4,002,000 | 8.39% | ||
| 6 | UBS Group AG | 285,911 | 3,945,000 | 8.27% | ||
| 7 | JFS WEALTH ADVISORS, LLC | 274,030 | 3,782,000 | 7.92% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 239,354 | 3,304,000 | 6.92% | ||
| 9 | WELLS FARGO & COMPANY/MN | 117,563 | 1,622,000 | 3.40% | ||
| 10 | NATIONAL PLANNING CORP | 56,417 | 741,000 | 1.55% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 48,675 | 672,000 | 1.41% | ||
| 12 | Shamrock Asset Management LLC | 26,332 | 363,000 | 0.76% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 25,872 | 357,000 | 0.75% | ||
| 14 | DOLIVER ADVISORS, LP | 21,902 | 302,000 | 0.63% | ||
| 15 | REGIONS FINANCIAL CORP | 21,734 | 300,000 | 0.63% | ||
| 16 | NEXT Financial Group, Inc | 21,231 | 293,000 | 0.61% | ||
| 17 | WEDBUSH SECURITIES INC | 20,633 | 285,000 | 0.60% | ||
| 18 | WHITTIER TRUST CO | 20,146 | 278,000 | 0.58% | ||
| 19 | Commonwealth Equity Services, Inc | 19,028 | 263,000 | 0.55% | ||
| 20 | Curi Capital, LLC | 18,714 | 258,000 | 0.54% | ||
| 21 | ROYAL BANK OF CANADA | 17,087 | 236,000 | 0.49% | ||
| 22 | Diligent Investors, LLC | 14,327 | 197,000 | 0.41% | ||
| 23 | CUTLER GROUP LLC / CA | 9,800 | 135,000 | 0.28% | ||
| 24 | IFP ADVISORS, INC | 6,839 | 94,000 | 0.20% | ||
| 25 | Apriem Advisors | 6,000 | 83,000 | 0.17% | ||
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,927 | 82,000 | 0.17% | ||
| 27 | ADVISOR GROUP, INC. | 5,661 | 78,000 | 0.16% | ||
| 28 | Creative Planning | 4,514 | 62,000 | 0.13% | ||
| 29 | D.A. DAVIDSON & CO. | 4,039 | 55,000 | 0.12% | ||
| 30 | MUFG Americas Holdings Corp | 3,381 | 47,000 | 0.10% | ||
| 31 | WOLVERINE ASSET MANAGEMENT LLC | 3,129 | 43,000 | 0.09% | ||
| 32 | GLENMEDE TRUST CO NA | 2,000 | 27,000 | 0.06% | ||
| 33 | US BANCORP \DE\ | 1,454 | 20,000 | 0.04% | ||
| 34 | Gemmer Asset Management LLC | 721 | 10,000 | 0.02% | ||
| 35 | INTEGRATED WEALTH MANAGEMENT | 608 | 8,000 | 0.02% | ||
| 36 | Blume Capital Management, Inc. | 500 | 7,000 | 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.
