| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,066,386 | 14,524,000 | 18.37% | ||
| 2 | UBS Group AG | 939,954 | 12,812,000 | 16.21% | ||
| 3 | MORGAN STANLEY | 616,749 | 8,406,000 | 10.63% | ||
| 4 | COHEN & STEERS, INC. | 605,777 | 8,257,000 | 10.44% | ||
| 5 | Invesco Ltd. | 446,233 | 6,082,000 | 7.69% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 140,216 | 1,911,000 | 2.42% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 120,996 | 1,649,000 | 2.09% | ||
| 8 | ROBINSON CAPITAL MANAGEMENT, LLC | 117,183 | 1,597,000 | 2.02% | ||
| 9 | MSI Financial Services Inc | 114,287 | 1,558,000 | 1.97% | ||
| 10 | Capital Investment Advisors, LLC | 114,106 | 1,555,000 | 1.97% | ||
| 11 | NATIONAL PLANNING CORP | 104,222 | 1,471,000 | 1.86% | ||
| 12 | IFP ADVISORS, INC | 102,940 | 1,403,000 | 1.77% | ||
| 13 | Commonwealth Equity Services, Inc | 97,960 | 1,335,000 | 1.69% | ||
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | 90,308 | 1,231,000 | 1.56% | ||
| 15 | CETERA INVESTMENT ADVISERS | 83,931 | 1,145,000 | 1.45% | ||
| 16 | Homrich & Berg | 83,672 | 1,140,000 | 1.44% | ||
| 17 | GUGGENHEIM CAPITAL LLC | 60,510 | 825,000 | 1.04% | ||
| 18 | ROYAL BANK OF CANADA | 53,097 | 724,000 | 0.92% | ||
| 19 | BAIRD FINANCIAL GROUP, INC. | 43,976 | 599,000 | 0.76% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 43,705 | 596,000 | 0.75% | ||
| 21 | AMERIPRISE FINANCIAL INC | 41,016 | 559,000 | 0.71% | ||
| 22 | AMERICAN INTERNATIONAL GROUP, INC. | 37,675 | 514,000 | 0.65% | ||
| 23 | Texas Yale Capital Corp. | 34,975 | 477,000 | 0.60% | ||
| 24 | Sigma Planning Corp | 32,305 | 440,000 | 0.56% | ||
| 25 | Vident Investment Advisory, LLC | 5,787,706 | 424,000 | 0.54% | ||
| 26 | D.A. DAVIDSON & CO. | 24,644 | 335,000 | 0.42% | ||
| 27 | WELLS FARGO & COMPANY/MN | 24,249 | 331,000 | 0.42% | ||
| 28 | Horizon Kinetics LLC | 23,906 | 326,000 | 0.41% | ||
| 29 | GOULD ASSET MANAGEMENT LLC /CA/ | 23,228 | 317,000 | 0.40% | ||
| 30 | Investors Capital Advisory Services | 21,980 | 299,000 | 0.38% | ||
| 31 | INVESTMENT PARTNERS, LTD. | 21,245 | 283,000 | 0.36% | ||
| 32 | Cetera Advisor Networks LLC | 20,036 | 274,000 | 0.35% | ||
| 33 | SRH ADVISORS, LLC | 20,000 | 273,000 | 0.35% | ||
| 34 | STIFEL FINANCIAL CORP | 19,935 | 271,000 | 0.34% | ||
| 35 | NWAM LLC | 19,218 | 262,000 | 0.33% | ||
| 36 | Creative Planning | 19,185 | 261,000 | 0.33% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 18,638 | 254,000 | 0.32% | ||
| 38 | CIBC Private Wealth Group LLC | 18,300 | 249,000 | 0.31% | ||
| 39 | Janney Montgomery Scott LLC | 18,150 | 247,000 | 0.31% | ||
| 40 | LUCAS CAPITAL MANAGEMENT | 17,700 | 241,000 | 0.30% | ||
| 41 | RAYMOND JAMES & ASSOCIATES | 16,071 | 219,000 | 0.28% | ||
| 42 | DOLIVER ADVISORS, LP | 15,919 | 217,000 | 0.27% | ||
| 43 | CITIGROUP INC | 15,776 | 215,000 | 0.27% | ||
| 44 | GIRARD SECURITIES, INC. | 14,688 | 202,000 | 0.26% | ||
| 45 | Berkshire Money Management, Inc. | 14,502 | 198,000 | 0.25% | ||
| 46 | KEYBANK NATIONAL ASSOCIATION/OH | 14,000 | 191,000 | 0.24% | ||
| 47 | REILLY FINANCIAL ADVISORS, LLC | 13,408 | 183,000 | 0.23% | ||
| 48 | OPPENHEIMER & CO INC | 13,234 | 181,000 | 0.23% | ||
| 49 | HighTower Advisors, LLC | 12,133 | 167,000 | 0.21% | ||
| 50 | Private Advisor Group, LLC | 12,208 | 166,000 | 0.21% |
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.
