| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,107,863 | 28,520,000 | 39.92% | ||
| 2 | WELLS FARGO & COMPANY/MN | 919,143 | 12,436,000 | 17.41% | ||
| 3 | Advisors Asset Management, Inc. | 725,804 | 9,820,000 | 13.74% | ||
| 4 | Invesco Ltd. | 406,946 | 5,506,000 | 7.71% | ||
| 5 | COHEN & STEERS, INC. | 230,146 | 3,114,000 | 4.36% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 112,996 | 1,529,000 | 2.14% | ||
| 7 | IFC Holdings Incorporated/FL | 73,996 | 1,000,000 | 1.40% | ||
| 8 | HighTower Advisors, LLC | 70,496 | 958,000 | 1.34% | ||
| 9 | SMITH, MOORE & CO. | 66,522 | 900,000 | 1.26% | ||
| 10 | LPL Financial LLC | 62,370 | 833,000 | 1.17% | ||
| 11 | AMERIPRISE FINANCIAL INC | 49,124 | 665,000 | 0.93% | ||
| 12 | SII INVESTMENTS INC/WI | 36,611 | 499,000 | 0.70% | ||
| 13 | ACG Wealth | 34,625 | 468,000 | 0.66% | ||
| 14 | BB&T SECURITIES, LLC | 34,479 | 466,000 | 0.65% | ||
| 15 | SIT INVESTMENT ASSOCIATES INC | 33,586 | 454,000 | 0.64% | ||
| 16 | GUGGENHEIM CAPITAL LLC | 29,547 | 400,000 | 0.56% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 28,970 | 392,000 | 0.55% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 28,013 | 379,000 | 0.53% | ||
| 19 | CARDAN CAPITAL PARTNERS, LLC | 23,904 | 323,000 | 0.45% | ||
| 20 | DOLIVER ADVISORS, LP | 23,482 | 318,000 | 0.45% | ||
| 21 | UBS Group AG | 22,405 | 303,000 | 0.42% | ||
| 22 | ALLEGIS INVESTMENT ADVISORS, LLC | 21,345 | 289,000 | 0.40% | ||
| 23 | ROYAL BANK OF CANADA | 20,118 | 272,000 | 0.38% | ||
| 24 | CORNERSTONE WEALTH MANAGEMENT, LLC | 15,714 | 215,000 | 0.30% | ||
| 25 | IFP ADVISORS, INC | 15,840 | 214,000 | 0.30% | ||
| 26 | CPWM, LLC | 13,143 | 178,000 | 0.25% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 12,940 | 175,000 | 0.24% | ||
| 28 | COMERICA SECURITIES INC | 12,800 | 173,000 | 0.24% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 10,526 | 142,000 | 0.20% | ||
| 30 | BRONFMAN E.L. ROTHSCHILD, L.P. | 9,113 | 123,000 | 0.17% | ||
| 31 | Creative Planning | 7,172 | 97,000 | 0.14% | ||
| 32 | US BANCORP \DE\ | 5,000 | 68,000 | 0.10% | ||
| 33 | ADVISOR GROUP, INC. | 5,052 | 68,000 | 0.10% | ||
| 34 | WFG Advisors, LP | 4,070 | 55,000 | 0.08% | ||
| 35 | NEXT Financial Group, Inc | 2,250 | 31,000 | 0.04% | ||
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,000 | 27,000 | 0.04% | ||
| 37 | Glassman Wealth Services | 1,010 | 14,000 | 0.02% | ||
| 38 | First Horizon Advisors, Inc. | 750 | 10,000 | 0.01% | ||
| 39 | ENVESTNET ASSET MANAGEMENT INC | 749 | 10,000 | 0.01% | ||
| 40 | BENJAMIN F. EDWARDS & COMPANY, INC. | 150 | 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.
