| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,652,133 | 41,745,000 | 14.93% | ||
| 2 | WELLS FARGO & COMPANY/MN | 2,504,332 | 39,419,000 | 14.10% | ||
| 3 | MACKAY SHIELDS LLC | 1,335,931 | 21,028,000 | 7.52% | ||
| 4 | Karpus Management, Inc. | 1,319,449 | 20,768,000 | 7.43% | ||
| 5 | UBS Group AG | 1,297,596 | 20,424,000 | 7.30% | ||
| 6 | GUGGENHEIM CAPITAL LLC | 788,541 | 12,412,000 | 4.44% | ||
| 7 | Advisors Asset Management, Inc. | 670,963 | 10,561,000 | 3.78% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 578,726 | 9,110,000 | 3.26% | ||
| 9 | COHEN & STEERS, INC. | 514,752 | 8,102,000 | 2.90% | ||
| 10 | VAN ECK ASSOCIATES CORP | 499,762 | 7,866,000 | 2.81% | ||
| 11 | ROBINSON CAPITAL MANAGEMENT, LLC | 414,189 | 6,519,000 | 2.33% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 298,556 | 4,699,000 | 1.68% | ||
| 13 | Invesco Ltd. | 293,185 | 4,615,000 | 1.65% | ||
| 14 | Laurion Capital Management LP | 280,011 | 4,407,000 | 1.58% | ||
| 15 | BAIRD FINANCIAL GROUP, INC. | 278,803 | 4,388,000 | 1.57% | ||
| 16 | Fiera Capital Corp | 244,993 | 3,856,000 | 1.38% | ||
| 17 | ROYAL BANK OF CANADA | 225,587 | 3,551,000 | 1.27% | ||
| 18 | VICUS CAPITAL | 212,713 | 3,348,000 | 1.20% | ||
| 19 | Tortoise Investment Management, LLC | 197,182 | 3,104,000 | 1.11% | ||
| 20 | HighTower Advisors, LLC | 182,948 | 2,884,000 | 1.03% | ||
| 21 | LPL Financial LLC | 174,541 | 2,723,000 | 0.97% | ||
| 22 | Capital Investment Advisors, LLC | 168,569 | 2,653,000 | 0.95% | ||
| 23 | SIT INVESTMENT ASSOCIATES INC | 131,220 | 2,065,000 | 0.74% | ||
| 24 | Commonwealth Equity Services, Inc | 126,478 | 1,991,000 | 0.71% | ||
| 25 | JFS WEALTH ADVISORS, LLC | 122,811 | 1,933,000 | 0.69% | ||
| 26 | PNC FINANCIAL SERVICES GROUP, INC. | 102,242 | 1,609,000 | 0.58% | ||
| 27 | Yellowstone Partners, LLC | 101,026 | 1,590,000 | 0.57% | ||
| 28 | Cambridge Investment Research Advisors, Inc. | 97,945 | 1,542,000 | 0.55% | ||
| 29 | Global Endowment Management, LP | 95,337 | 1,501,000 | 0.54% | ||
| 30 | Horizon Kinetics LLC | 92,247 | 1,452,000 | 0.52% | ||
| 31 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 83,760 | 1,318,000 | 0.47% | ||
| 32 | STIFEL FINANCIAL CORP | 81,811 | 1,287,000 | 0.46% | ||
| 33 | FIRST TRUST ADVISORS LP | 76,299 | 1,201,000 | 0.43% | ||
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 73,862 | 1,162,000 | 0.42% | ||
| 35 | Sterneck Capital Management, LLC | 65,013 | 1,023,000 | 0.37% | ||
| 36 | NATIONAL PLANNING CORP | 62,174 | 920,000 | 0.33% | ||
| 37 | GOODWIN DANIEL L | 58,109 | 914,000 | 0.33% | ||
| 38 | Creative Planning | 55,999 | 881,000 | 0.32% | ||
| 39 | Summit Financial Wealth Advisors, LLC | 51,450 | 810,000 | 0.29% | ||
| 40 | BENJAMIN F. EDWARDS & COMPANY, INC. | 50,032 | 788,000 | 0.28% | ||
| 41 | COMMUNITY BANK & TRUST, WACO, TEXAS | 49,694 | 782,000 | 0.28% | ||
| 42 | Arete Wealth Advisors, LLC | 49,126 | 773,000 | 0.28% | ||
| 43 | IFP ADVISORS, INC | 39,212 | 617,000 | 0.22% | ||
| 44 | Raymond James Financial Services Advisors, Inc. | 38,870 | 612,000 | 0.22% | ||
| 45 | NWAM LLC | 36,645 | 577,000 | 0.21% | ||
| 46 | ProVise Management Group, LLC | 35,936 | 566,000 | 0.20% | ||
| 47 | MACROVIEW INVESTMENT MANAGEMENT LLC | 35,184 | 554,000 | 0.20% | ||
| 48 | OPPENHEIMER & CO INC | 34,833 | 548,000 | 0.20% | ||
| 49 | WEDBUSH SECURITIES INC | 34,290 | 540,000 | 0.19% | ||
| 50 | ADVISOR GROUP, INC. | 32,534 | 513,000 | 0.18% |
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.
