| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 6,565,601 | 79,379,000 | 41.76% | ||
| 2 | UBS Group AG | 1,079,317 | 13,049,000 | 6.87% | ||
| 3 | Invesco Ltd. | 1,017,602 | 12,303,000 | 6.47% | ||
| 4 | WELLS FARGO & COMPANY/MN | 990,026 | 11,969,000 | 6.30% | ||
| 5 | Cordasco Financial Network | 817,371 | 9,882,000 | 5.20% | ||
| 6 | GUGGENHEIM CAPITAL LLC | 729,308 | 8,816,000 | 4.64% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 711,644 | 8,604,000 | 4.53% | ||
| 8 | LPL Financial LLC | 424,016 | 5,228,000 | 2.75% | ||
| 9 | BANK OF NOVA SCOTIA | 245,776 | 2,971,000 | 1.56% | ||
| 10 | CREDIT SUISSE AG/ | 220,274 | 2,663,000 | 1.40% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 201,415 | 2,436,000 | 1.28% | ||
| 12 | Focused Wealth Management, Inc | 169,529 | 2,050,000 | 1.08% | ||
| 13 | STIFEL FINANCIAL CORP | 169,446 | 2,049,000 | 1.08% | ||
| 14 | Advisors Asset Management, Inc. | 155,979 | 1,886,000 | 0.99% | ||
| 15 | COHEN & STEERS, INC. | 155,685 | 1,882,000 | 0.99% | ||
| 16 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 152,776 | 1,847,000 | 0.97% | ||
| 17 | Commonwealth Equity Services, Inc | 147,887 | 1,788,000 | 0.94% | ||
| 18 | AMERIPRISE FINANCIAL INC | 141,150 | 1,707,000 | 0.90% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 135,212 | 1,635,000 | 0.86% | ||
| 20 | VICUS CAPITAL | 132,875 | 1,606,000 | 0.84% | ||
| 21 | BRUDERMAN ASSET MANAGEMENT, LLC | 108,602 | 1,313,000 | 0.69% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 101,559 | 1,228,000 | 0.65% | ||
| 23 | DEUTSCHE BANK AG\ | 96,092 | 1,160,000 | 0.61% | ||
| 24 | Cetera Advisor Networks LLC | 83,488 | 1,008,000 | 0.53% | ||
| 25 | Financial Sense Advisors, Inc. | 70,672 | 854,000 | 0.45% | PRN | |
| 26 | CITIGROUP INC | 69,828 | 844,000 | 0.44% | ||
| 27 | Apriem Advisors | 61,001 | 738,000 | 0.39% | ||
| 28 | Virtu KCG Holdings LLC | 51,518 | 623,000 | 0.33% | ||
| 29 | Janney Montgomery Scott LLC | 47,892 | 579,000 | 0.30% | ||
| 30 | Concert Wealth Management Inc. | 47,693 | 576,000 | 0.30% | ||
| 31 | M&T BANK CORP | 40,017 | 484,000 | 0.25% | ||
| 32 | LVW Advisors, LLC | 39,322 | 475,000 | 0.25% | ||
| 33 | ROYAL BANK OF CANADA | 37,881 | 458,000 | 0.24% | ||
| 34 | Waverly Advisors, LLC | 32,130 | 388,000 | 0.20% | ||
| 35 | Sigma Planning Corp | 31,208 | 377,000 | 0.20% | ||
| 36 | RAYMOND JAMES & ASSOCIATES | 30,690 | 371,000 | 0.20% | ||
| 37 | Raymond James Financial Services Advisors, Inc. | 28,845 | 349,000 | 0.18% | ||
| 38 | DOLIVER ADVISORS, LP | 26,740 | 323,000 | 0.17% | ||
| 39 | HighTower Advisors, LLC | 24,310 | 293,000 | 0.15% | ||
| 40 | Thomas J. Herzfeld Advisors, Inc. | 24,065 | 291,000 | 0.15% | ||
| 41 | Beaumont Financial Partners, LLC | 21,537 | 276,000 | 0.15% | ||
| 42 | Cetera Advisors LLC | 20,965 | 254,000 | 0.13% | ||
| 43 | CIBC Private Wealth Group LLC | 18,619 | 225,000 | 0.12% | ||
| 44 | MARCO INVESTMENT MANAGEMENT LLC | 17,087 | 207,000 | 0.11% | ||
| 45 | NORTHERN TRUST CORP | 15,591 | 189,000 | 0.10% | ||
| 46 | Whitnell & Co. | 15,411 | 186,000 | 0.10% | ||
| 47 | Patten Group, Inc. | 15,159 | 183,272 | 0.10% | ||
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,678 | 177,000 | 0.09% | ||
| 49 | POINTE CAPITAL MANAGEMENT LLC | 14,119 | 171,000 | 0.09% | ||
| 50 | MSI Financial Services Inc | 13,184 | 159,000 | 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.
