| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,014,206 | 25,902,000 | 41.23% | ||
| 2 | WELLS FARGO & COMPANY/MN | 811,749 | 10,439,000 | 16.62% | ||
| 3 | Advisors Asset Management, Inc. | 546,042 | 7,017,000 | 11.17% | ||
| 4 | Invesco Ltd. | 409,319 | 5,264,000 | 8.38% | ||
| 5 | COHEN & STEERS, INC. | 230,146 | 2,957,000 | 4.71% | ||
| 6 | SIT INVESTMENT ASSOCIATES INC | 132,276 | 1,701,000 | 2.71% | ||
| 7 | GUGGENHEIM CAPITAL LLC | 80,950 | 1,040,000 | 1.66% | ||
| 8 | IFC Holdings Incorporated/FL | 73,406 | 946,000 | 1.51% | ||
| 9 | HighTower Advisors, LLC | 67,176 | 865,000 | 1.38% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 66,525 | 856,000 | 1.36% | ||
| 11 | LPL Financial LLC | 45,927 | 599,000 | 0.95% | ||
| 12 | AMERIPRISE FINANCIAL INC | 36,731 | 472,000 | 0.75% | ||
| 13 | UBS Group AG | 29,639 | 381,000 | 0.61% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 28,970 | 373,000 | 0.59% | ||
| 15 | BB&T SECURITIES, LLC | 27,269 | 372,000 | 0.59% | ||
| 16 | SII INVESTMENTS INC/WI | 28,750 | 368,000 | 0.59% | ||
| 17 | ACG Wealth | 27,987 | 360,000 | 0.57% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 25,040 | 322,000 | 0.51% | ||
| 19 | DOLIVER ADVISORS, LP | 21,637 | 278,000 | 0.44% | ||
| 20 | SMITH, MOORE & CO. | 20,250 | 260,000 | 0.41% | ||
| 21 | ALLEGIS INVESTMENT ADVISORS, LLC | 18,443 | 237,000 | 0.38% | ||
| 22 | CORNERSTONE WEALTH MANAGEMENT, LLC | 16,714 | 218,000 | 0.35% | ||
| 23 | MARATHON CAPITAL MANAGEMENT | 1,777 | 212,000 | 0.34% | ||
| 24 | CITADEL ADVISORS LLC | 14,561 | 187,000 | 0.30% | ||
| 25 | CPWM, LLC | 13,143 | 169,000 | 0.27% | ||
| 26 | IFP ADVISORS, INC | 12,090 | 155,000 | 0.25% | ||
| 27 | CITIGROUP INC | 11,048 | 142,000 | 0.23% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 9,440 | 122,000 | 0.19% | ||
| 29 | BRONFMAN E.L. ROTHSCHILD, L.P. | 8,904 | 115,000 | 0.18% | ||
| 30 | Glassman Wealth Services | 8,510 | 109,000 | 0.17% | ||
| 31 | ROYAL BANK OF CANADA | 7,691 | 99,000 | 0.16% | ||
| 32 | ADVISOR GROUP, INC. | 5,884 | 75,000 | 0.12% | ||
| 33 | WFG Advisors, LP | 4,053 | 52,000 | 0.08% | ||
| 34 | Creative Planning | 3,099 | 40,000 | 0.06% | ||
| 35 | MSI Financial Services Inc | 2,350 | 30,000 | 0.05% | ||
| 36 | NEXT Financial Group, Inc | 2,250 | 29,000 | 0.05% | ||
| 37 | TRUST CO OF VERMONT | 1,250 | 16,000 | 0.03% | ||
| 38 | BENJAMIN F. EDWARDS & COMPANY, INC. | 967 | 12,000 | 0.02% | ||
| 39 | D.A. DAVIDSON & CO. | 800 | 10,000 | 0.02% | ||
| 40 | ENVESTNET ASSET MANAGEMENT INC | 749 | 10,000 | 0.02% | ||
| 41 | First Horizon Advisors, Inc. | 750 | 9,000 | 0.01% | ||
| 42 | FineMark National Bank & Trust | 398 | 5,000 | 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.
