| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 482,636 | 8,716,000 | 10.79% | ||
| 2 | COHEN & STEERS, INC. | 455,524 | 8,227,000 | 10.19% | ||
| 3 | UBS AG | 383,499 | 6,926,000 | 8.58% | ||
| 4 | MORGAN STANLEY | 371,525 | 6,710,000 | 8.31% | ||
| 5 | Invesco Ltd. | 369,083 | 6,666,000 | 8.26% | ||
| 6 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 215,937 | 3,900,000 | 4.83% | ||
| 7 | Bouchey Financial Group Ltd | 176,519 | 3,188,000 | 3.95% | ||
| 8 | Glovista Investments LLC | 157,839 | 2,851,000 | 3.53% | ||
| 9 | NATIONAL PLANNING CORP | 152,507 | 2,766,000 | 3.43% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 131,573 | 2,377,000 | 2.94% | ||
| 11 | Commonwealth Equity Services, Inc | 129,446 | 2,338,000 | 2.90% | ||
| 12 | Capital Investment Advisors, LLC | 127,223 | 2,297,645 | 2.85% | ||
| 13 | ADVISORY RESEARCH INC | 112,095 | 2,024,000 | 2.51% | ||
| 14 | ROYAL BANK OF CANADA | 75,842 | 1,369,000 | 1.70% | ||
| 15 | MSI Financial Services Inc | 70,859 | 1,280,000 | 1.59% | ||
| 16 | Index Management Solutions, LLC | 66,345 | 1,198,000 | 1.48% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 55,359 | 1,000,000 | 1.24% | ||
| 18 | D.A. DAVIDSON & CO. | 54,890 | 991,000 | 1.23% | ||
| 19 | First Allied Advisory Services, Inc. | 45,598 | 818,000 | 1.01% | ||
| 20 | SG Americas Securities, LLC | 43,496 | 786,000 | 0.97% | ||
| 21 | WELLS FARGO & COMPANY/MN | 41,415 | 748,000 | 0.93% | ||
| 22 | Apex Capital Management | 37,779 | 682,000 | 0.84% | ||
| 23 | AMERICAN INTERNATIONAL GROUP, INC. | 37,467 | 676,658 | 0.84% | ||
| 24 | Horizon Kinetics LLC | 34,974 | 632,000 | 0.78% | ||
| 25 | Investors Capital Advisory Services | 33,037 | 596,000 | 0.74% | ||
| 26 | AMERIPRISE FINANCIAL INC | 30,269 | 547,000 | 0.68% | ||
| 27 | CITIGROUP INC | 25,662 | 463,000 | 0.57% | ||
| 28 | AVALON CAPITAL MANAGEMENT | 25,606 | 462,000 | 0.57% | ||
| 29 | Texas Yale Capital Corp. | 24,875 | 449,000 | 0.56% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 24,420 | 441,000 | 0.55% | ||
| 31 | Homrich & Berg | 22,385 | 404,000 | 0.50% | ||
| 32 | Neuberger Berman Group LLC | 21,751 | 393,000 | 0.49% | ||
| 33 | OPPENHEIMER & CO INC | 21,034 | 380,000 | 0.47% | ||
| 34 | Trutina Financial LLC | 20,350 | 368,000 | 0.46% | ||
| 35 | MONROE BANK & TRUST/MI | 20,000 | 361,000 | 0.45% | ||
| 36 | LUCAS CAPITAL MANAGEMENT | 18,700 | 338,000 | 0.42% | ||
| 37 | Janney Montgomery Scott LLC | 18,450 | 333,207 | 0.41% | ||
| 38 | KEYBANK NATIONAL ASSOCIATION/OH | 18,425 | 333,000 | 0.41% | ||
| 39 | REILLY FINANCIAL ADVISORS, LLC | 18,310 | 331,000 | 0.41% | ||
| 40 | NWAM LLC | 16,640 | 301,000 | 0.37% | ||
| 41 | RAYMOND JAMES & ASSOCIATES | 16,338 | 295,000 | 0.37% | ||
| 42 | JANE STREET GROUP, LLC | 16,118 | 291,000 | 0.36% | ||
| 43 | ATHERTON LANE ADVISERS, LLC | 15,000 | 271,000 | 0.34% | ||
| 44 | Private Advisor Group, LLC | 14,415 | 260,000 | 0.32% | ||
| 45 | Focused Wealth Management, Inc | 14,287 | 258,000 | 0.32% | ||
| 46 | SUNTRUST BANKS INC | 13,886 | 250,000 | 0.31% | ||
| 47 | SEGALL BRYANT & HAMILL, LLC | 13,220 | 239,000 | 0.30% | ||
| 48 | Bank of New York Mellon Corp | 13,215 | 238,000 | 0.29% | ||
| 49 | CREDIT SUISSE AG/ | 13,157 | 238,000 | 0.29% | ||
| 50 | Creative Planning | 12,778 | 231,000 | 0.29% |
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.
