| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 6,455,032 | 82,754,000 | 43.18% | ||
| 2 | Invesco Ltd. | 1,158,191 | 14,848,000 | 7.75% | ||
| 3 | UBS Group AG | 959,707 | 12,304,000 | 6.42% | ||
| 4 | Cordasco Financial Network | 764,115 | 9,796,000 | 5.11% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 670,935 | 8,602,000 | 4.49% | ||
| 6 | GUGGENHEIM CAPITAL LLC | 665,738 | 8,534,000 | 4.45% | ||
| 7 | WELLS FARGO & COMPANY/MN | 655,050 | 8,398,000 | 4.38% | ||
| 8 | LPL Financial LLC | 365,956 | 4,688,000 | 2.45% | ||
| 9 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 321,672 | 4,124,000 | 2.15% | ||
| 10 | CREDIT SUISSE AG/ | 222,017 | 2,846,000 | 1.49% | ||
| 11 | STIFEL FINANCIAL CORP | 211,910 | 2,717,000 | 1.42% | ||
| 12 | Focused Wealth Management, Inc | 174,846 | 2,242,000 | 1.17% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 161,483 | 2,070,000 | 1.08% | ||
| 14 | COHEN & STEERS, INC. | 155,685 | 1,996,000 | 1.04% | ||
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 140,141 | 1,797,000 | 0.94% | ||
| 16 | VICUS CAPITAL | 134,638 | 1,726,000 | 0.90% | ||
| 17 | Advisors Asset Management, Inc. | 131,117 | 1,681,000 | 0.88% | ||
| 18 | Commonwealth Equity Services, Inc | 128,986 | 1,654,000 | 0.86% | ||
| 19 | AMERIPRISE FINANCIAL INC | 123,956 | 1,589,000 | 0.83% | ||
| 20 | BRUDERMAN ASSET MANAGEMENT, LLC | 109,618 | 1,405,000 | 0.73% | ||
| 21 | DEUTSCHE BANK AG\ | 81,921 | 1,050,000 | 0.55% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 78,125 | 1,002,000 | 0.52% | ||
| 23 | Cetera Advisor Networks LLC | 71,455 | 913,000 | 0.48% | ||
| 24 | CITIGROUP INC | 68,222 | 875,000 | 0.46% | ||
| 25 | Apriem Advisors | 61,245 | 785,000 | 0.41% | ||
| 26 | Financial Sense Advisors, Inc. | 60,587 | 777,000 | 0.41% | PRN | |
| 27 | LVW Advisors, LLC | 58,162 | 746,000 | 0.39% | ||
| 28 | OTA Financial Group L.P. | 60,954 | 738,000 | 0.39% | ||
| 29 | AVALON CAPITAL MANAGEMENT | 57,030 | 731,000 | 0.38% | ||
| 30 | Janney Montgomery Scott LLC | 53,327 | 683,652 | 0.36% | ||
| 31 | Concert Wealth Management Inc. | 47,693 | 613,000 | 0.32% | ||
| 32 | ROYAL BANK OF CANADA | 42,221 | 541,000 | 0.28% | ||
| 33 | M&T BANK CORP | 41,636 | 534,000 | 0.28% | ||
| 34 | GOLDMAN SACHS GROUP INC | 36,693 | 470,000 | 0.25% | ||
| 35 | Sigma Planning Corp | 32,127 | 412,000 | 0.21% | ||
| 36 | Waverly Advisors, LLC | 32,130 | 412,000 | 0.21% | ||
| 37 | RAYMOND JAMES & ASSOCIATES | 27,001 | 346,000 | 0.18% | ||
| 38 | Cetera Advisors LLC | 21,851 | 283,000 | 0.15% | ||
| 39 | TFS CAPITAL LLC | 21,761 | 279,000 | 0.15% | ||
| 40 | HighTower Advisors, LLC | 21,617 | 277,000 | 0.14% | ||
| 41 | Beaumont Financial Partners, LLC | 21,537 | 276,000 | 0.14% | ||
| 42 | Patten Group, Inc. | 17,854 | 228,888 | 0.12% | ||
| 43 | MARCO INVESTMENT MANAGEMENT LLC | 17,087 | 219,000 | 0.11% | ||
| 44 | Whitnell & Co. | 15,411 | 198,000 | 0.10% | ||
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,442 | 198,000 | 0.10% | ||
| 46 | MSI Financial Services Inc | 15,036 | 193,000 | 0.10% | ||
| 47 | Bank of New York Mellon Corp | 14,864 | 190,000 | 0.10% | ||
| 48 | POINTE CAPITAL MANAGEMENT LLC | 14,119 | 181,000 | 0.09% | ||
| 49 | WEDBUSH SECURITIES INC | 12,782 | 164,000 | 0.09% | ||
| 50 | NORTHERN TRUST CORP | 11,344 | 145,000 | 0.08% |
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.
