| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | 464,492 | 8,008,000 | 35.77% | ||
| 2 | LPL Financial LLC | 144,876 | 2,467,000 | 11.02% | ||
| 3 | Invesco Ltd. | 130,682 | 2,253,000 | 10.06% | ||
| 4 | MORGAN STANLEY | 118,914 | 2,050,000 | 9.16% | ||
| 5 | WELLS FARGO & COMPANY/MN | 80,092 | 1,381,000 | 6.17% | ||
| 6 | DAVENPORT & Co LLC | 66,845 | 1,152,407 | 5.15% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 64,523 | 1,112,000 | 4.97% | ||
| 8 | CORNERSTONE ADVISORS INC | 62,955 | 1,085,000 | 4.85% | ||
| 9 | GUGGENHEIM CAPITAL LLC | 33,698 | 581,000 | 2.60% | ||
| 10 | Raymond James Financial Services Advisors, Inc. | 26,631 | 459,000 | 2.05% | ||
| 11 | UBS Group AG | 23,636 | 407,000 | 1.82% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 18,410 | 317,000 | 1.42% | ||
| 13 | Advisory Services Network, LLC | 18,182 | 313,000 | 1.40% | ||
| 14 | Capital Investment Advisors, LLC | 11,660 | 201,000 | 0.90% | ||
| 15 | BB&T SECURITIES, LLC | 11,542 | 198,000 | 0.88% | ||
| 16 | HM PAYSON & CO | 10,000 | 172,000 | 0.77% | ||
| 17 | ROYAL BANK OF CANADA | 5,812 | 100,000 | 0.45% | ||
| 18 | IFP ADVISORS, INC | 2,868 | 49,000 | 0.22% | ||
| 19 | ADVISOR GROUP, INC. | 2,000 | 34,000 | 0.15% | ||
| 20 | MSI Financial Services Inc | 1,150 | 20,000 | 0.09% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 850 | 15,000 | 0.07% | ||
| 22 | CITIGROUP INC | 519 | 9,000 | 0.04% | ||
| 23 | Creative Planning | 200 | 3,000 | 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.
