| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,694,144 | 23,159,000 | 37.75% | ||
| 2 | WELLS FARGO & COMPANY/MN | 779,087 | 10,650,000 | 17.36% | ||
| 3 | Advisors Asset Management, Inc. | 541,075 | 7,391,000 | 12.05% | ||
| 4 | Invesco Ltd. | 439,015 | 6,001,000 | 9.78% | ||
| 5 | COHEN & STEERS, INC. | 230,146 | 3,144,000 | 5.13% | ||
| 6 | GUGGENHEIM CAPITAL LLC | 87,959 | 1,202,000 | 1.96% | ||
| 7 | IFC Holdings Incorporated/FL | 63,056 | 862,000 | 1.41% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 61,505 | 841,000 | 1.37% | ||
| 9 | LPL Financial LLC | 58,955 | 784,000 | 1.28% | ||
| 10 | HighTower Advisors, LLC | 56,051 | 767,000 | 1.25% | ||
| 11 | SIT INVESTMENT ASSOCIATES INC | 47,466 | 649,000 | 1.06% | ||
| 12 | BAIRD FINANCIAL GROUP, INC. | 40,186 | 549,000 | 0.89% | ||
| 13 | AMERIPRISE FINANCIAL INC | 39,874 | 545,000 | 0.89% | ||
| 14 | Virtu KCG Holdings LLC | 36,592 | 500,000 | 0.82% | ||
| 15 | SII INVESTMENTS INC/WI | 34,341 | 472,000 | 0.77% | ||
| 16 | ACG Wealth | 27,557 | 377,000 | 0.61% | ||
| 17 | BB&T SECURITIES, LLC | 27,269 | 372,000 | 0.61% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 25,927 | 354,000 | 0.58% | ||
| 19 | DOLIVER ADVISORS, LP | 25,914 | 354,000 | 0.58% | ||
| 20 | CARDAN CAPITAL PARTNERS, LLC | 23,172 | 317,000 | 0.52% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 22,695 | 310,000 | 0.51% | ||
| 22 | SMITH, MOORE & CO. | 20,250 | 277,000 | 0.45% | ||
| 23 | CORNERSTONE WEALTH MANAGEMENT, LLC | 18,734 | 249,000 | 0.41% | ||
| 24 | CPWM, LLC | 14,957 | 204,000 | 0.33% | ||
| 25 | ALLEGIS INVESTMENT ADVISORS, LLC | 13,285 | 182,000 | 0.30% | ||
| 26 | IFP ADVISORS, INC | 11,921 | 163,000 | 0.27% | ||
| 27 | UBS Group AG | 10,090 | 138,000 | 0.22% | ||
| 28 | ROYAL BANK OF CANADA | 7,940 | 109,000 | 0.18% | ||
| 29 | Glassman Wealth Services | 7,010 | 96,000 | 0.16% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,200 | 85,000 | 0.14% | ||
| 31 | WFG Advisors, LP | 4,796 | 66,000 | 0.11% | ||
| 32 | Creative Planning | 4,025 | 55,000 | 0.09% | ||
| 33 | D.A. DAVIDSON & CO. | 3,200 | 43,000 | 0.07% | ||
| 34 | NEXT Financial Group, Inc | 2,250 | 31,000 | 0.05% | ||
| 35 | MSI Financial Services Inc | 1,550 | 21,000 | 0.03% | ||
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 960 | 13,000 | 0.02% | ||
| 37 | First Horizon Advisors, Inc. | 750 | 9,000 | 0.01% | ||
| 38 | ADVISOR GROUP, INC. | 287 | 4,000 | 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.
