| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,775,637 | 24,948,000 | 40.96% | ||
| 2 | WELLS FARGO & COMPANY/MN | 689,934 | 9,694,000 | 15.91% | ||
| 3 | Advisors Asset Management, Inc. | 423,043 | 5,944,000 | 9.76% | ||
| 4 | Invesco Ltd. | 361,940 | 5,085,000 | 8.35% | ||
| 5 | COHEN & STEERS, INC. | 279,257 | 3,924,000 | 6.44% | ||
| 6 | GUGGENHEIM CAPITAL LLC | 94,689 | 1,330,000 | 2.18% | ||
| 7 | ROYAL BANK OF CANADA | 91,896 | 1,291,000 | 2.12% | ||
| 8 | DOLIVER ADVISORS, LP | 73,116 | 1,037,000 | 1.70% | ||
| 9 | LPL Financial LLC | 59,645 | 819,000 | 1.34% | ||
| 10 | Raymond James Financial Services Advisors, Inc. | 50,930 | 716,000 | 1.18% | ||
| 11 | HighTower Advisors, LLC | 50,321 | 703,000 | 1.15% | ||
| 12 | AMERIPRISE FINANCIAL INC | 47,654 | 670,000 | 1.10% | ||
| 13 | IFC Holdings Incorporated/FL | 46,731 | 664,000 | 1.09% | ||
| 14 | BAIRD FINANCIAL GROUP, INC. | 41,635 | 585,000 | 0.96% | ||
| 15 | BANK OF AMERICA CORP /DE/ | 40,483 | 569,000 | 0.93% | ||
| 16 | BB&T SECURITIES, LLC | 37,434 | 525,000 | 0.86% | ||
| 17 | ACG Wealth | 30,163 | 424,000 | 0.70% | ||
| 18 | SII INVESTMENTS INC/WI | 29,653 | 415,000 | 0.68% | ||
| 19 | SIT INVESTMENT ASSOCIATES INC | 21,291 | 299,000 | 0.49% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 18,745 | 263,000 | 0.43% | ||
| 21 | SMITH, MOORE & CO. | 18,500 | 260,000 | 0.43% | ||
| 22 | IFP ADVISORS, INC | 11,921 | 167,000 | 0.27% | ||
| 23 | WEDBUSH SECURITIES INC | 10,941 | 154,000 | 0.25% | ||
| 24 | Glassman Wealth Services | 7,510 | 106,000 | 0.17% | ||
| 25 | UBS Group AG | 6,809 | 96,000 | 0.16% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,200 | 87,000 | 0.14% | ||
| 27 | WFG Advisors, LP | 4,780 | 67,000 | 0.11% | ||
| 28 | NEXT Financial Group, Inc | 2,250 | 31,000 | 0.05% | ||
| 29 | MSI Financial Services Inc | 1,350 | 19,000 | 0.03% | ||
| 30 | D.A. DAVIDSON & CO. | 1,000 | 14,000 | 0.02% | ||
| 31 | ADVISOR GROUP, INC. | 287 | 4,000 | 0.01% | ||
| 32 | SEI INVESTMENTS CO | 160 | 2,000 | 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.
