| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,839,473 | 22,074,000 | 43.82% | ||
| 2 | WELLS FARGO & COMPANY/MN | 644,236 | 7,731,000 | 15.35% | ||
| 3 | Advisors Asset Management, Inc. | 326,226 | 3,915,000 | 7.77% | ||
| 4 | Invesco Ltd. | 295,491 | 3,546,000 | 7.04% | ||
| 5 | COHEN & STEERS, INC. | 249,449 | 2,993,000 | 5.94% | ||
| 6 | SIT INVESTMENT ASSOCIATES INC | 156,225 | 1,875,000 | 3.72% | ||
| 7 | LPL Financial LLC | 126,612 | 1,432,000 | 2.84% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 114,442 | 1,373,000 | 2.73% | ||
| 9 | GUGGENHEIM CAPITAL LLC | 106,276 | 1,275,000 | 2.53% | ||
| 10 | HighTower Advisors, LLC | 50,185 | 602,000 | 1.20% | ||
| 11 | AMERIPRISE FINANCIAL INC | 36,313 | 436,000 | 0.87% | ||
| 12 | SII INVESTMENTS INC/WI | 34,863 | 417,000 | 0.83% | ||
| 13 | ACG Wealth | 31,213 | 375,000 | 0.74% | ||
| 14 | IFC Holdings Incorporated/FL | 30,545 | 356,000 | 0.71% | ||
| 15 | BB&T SECURITIES, LLC | 27,736 | 332,000 | 0.66% | ||
| 16 | TIEDEMANN TRUST CO | 18,695 | 224,000 | 0.44% | ||
| 17 | SMITH, MOORE & CO. | 18,500 | 222,000 | 0.44% | ||
| 18 | UBS Group AG | 14,348 | 172,000 | 0.34% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 14,050 | 169,000 | 0.34% | ||
| 20 | IFP ADVISORS, INC | 11,921 | 143,000 | 0.28% | ||
| 21 | WEDBUSH SECURITIES INC | 10,797 | 130,000 | 0.26% | ||
| 22 | TIEDEMANN ADVISORS, LLC | 10,583 | 127,000 | 0.25% | ||
| 23 | Thomas J. Herzfeld Advisors, Inc. | 9,051 | 109,000 | 0.22% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,200 | 74,000 | 0.15% | ||
| 25 | ROYAL BANK OF CANADA | 4,814 | 58,000 | 0.12% | ||
| 26 | WFG Advisors, LP | 4,763 | 57,000 | 0.11% | ||
| 27 | MSI Financial Services Inc | 3,750 | 45,000 | 0.09% | ||
| 28 | First Horizon Advisors, Inc. | 2,850 | 34,000 | 0.07% | ||
| 29 | NEXT Financial Group, Inc | 2,250 | 27,000 | 0.05% | ||
| 30 | AMERICAN INTERNATIONAL GROUP, INC. | 1,583 | 19,000 | 0.04% | ||
| 31 | Glassman Wealth Services | 1,010 | 12,000 | 0.02% | ||
| 32 | BlackRock Investment Management, LLC | 940 | 11,000 | 0.02% | ||
| 33 | GENEOS WEALTH MANAGEMENT INC. | 600 | 7,000 | 0.01% | ||
| 34 | Tower Research Capital LLC (TRC) | 0 | 0 | 0.00% |
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.
