| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1,017,937 | 14,343,000 | 17.44% | ||
| 2 | LPL Financial LLC | 663,055 | 9,462,000 | 11.51% | ||
| 3 | COHEN & STEERS, INC. | 636,240 | 8,965,000 | 10.90% | ||
| 4 | MORGAN STANLEY | 625,372 | 8,811,000 | 10.72% | ||
| 5 | Invesco Ltd. | 480,524 | 6,771,000 | 8.23% | ||
| 6 | Vident Investment Advisory, LLC | 238,843 | 3,365,000 | 4.09% | ||
| 7 | NATIONAL PLANNING CORP | 187,723 | 2,752,000 | 3.35% | ||
| 8 | Curi Capital, LLC | 191,859 | 2,703,000 | 3.29% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 139,259 | 1,962,000 | 2.39% | ||
| 10 | IFP ADVISORS, INC | 113,763 | 1,603,000 | 1.95% | ||
| 11 | MSI Financial Services Inc | 104,529 | 1,473,000 | 1.79% | ||
| 12 | Commonwealth Equity Services, Inc | 101,876 | 1,435,000 | 1.75% | ||
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 91,848 | 1,294,000 | 1.57% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 91,122 | 1,283,000 | 1.56% | ||
| 15 | CETERA INVESTMENT ADVISERS | 88,708 | 1,250,000 | 1.52% | ||
| 16 | Homrich & Berg | 88,691 | 1,250,000 | 1.52% | ||
| 17 | GUGGENHEIM CAPITAL LLC | 59,105 | 833,000 | 1.01% | ||
| 18 | ROYAL BANK OF CANADA | 54,169 | 763,000 | 0.93% | ||
| 19 | AMERIPRISE FINANCIAL INC | 48,012 | 676,000 | 0.82% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 46,047 | 649,000 | 0.79% | ||
| 21 | Fiera Capital Corp | 43,129 | 608,000 | 0.74% | ||
| 22 | NINE MASTS CAPITAL Ltd | 41,614 | 586,000 | 0.71% | ||
| 23 | ADVISOR GROUP, INC. | 38,331 | 538,000 | 0.65% | ||
| 24 | Texas Yale Capital Corp. | 34,975 | 493,000 | 0.60% | ||
| 25 | Capital Investment Advisors, LLC | 27,455 | 387,000 | 0.47% | ||
| 26 | Sigma Planning Corp | 27,147 | 383,000 | 0.47% | ||
| 27 | Cetera Advisor Networks LLC | 26,971 | 381,000 | 0.46% | ||
| 28 | Investors Capital Advisory Services | 24,430 | 344,000 | 0.42% | ||
| 29 | Horizon Kinetics LLC | 23,847 | 336,000 | 0.41% | ||
| 30 | GOULD ASSET MANAGEMENT LLC /CA/ | 23,228 | 327,000 | 0.40% | ||
| 31 | RAYMOND JAMES & ASSOCIATES | 22,863 | 322,000 | 0.39% | ||
| 32 | WELLS FARGO & COMPANY/MN | 22,547 | 318,000 | 0.39% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 21,660 | 305,000 | 0.37% | ||
| 34 | NWAM LLC | 20,418 | 288,000 | 0.35% | ||
| 35 | SRH ADVISORS, LLC | 20,000 | 282,000 | 0.34% | ||
| 36 | D.A. DAVIDSON & CO. | 18,429 | 259,000 | 0.31% | ||
| 37 | CIBC Private Wealth Group LLC | 18,300 | 258,000 | 0.31% | ||
| 38 | LUCAS CAPITAL MANAGEMENT | 17,700 | 249,000 | 0.30% | ||
| 39 | Janney Montgomery Scott LLC | 18,150 | 242,000 | 0.29% | ||
| 40 | BANK OF MONTREAL /CAN/ | 17,050 | 240,000 | 0.29% | ||
| 41 | CITIGROUP INC | 14,555 | 205,000 | 0.25% | ||
| 42 | Berkshire Money Management, Inc. | 14,502 | 204,000 | 0.25% | ||
| 43 | GIRARD SECURITIES, INC. | 14,305 | 201,000 | 0.24% | ||
| 44 | OPPENHEIMER & CO INC | 13,234 | 186,000 | 0.23% | ||
| 45 | STIFEL FINANCIAL CORP | 12,732 | 180,000 | 0.22% | ||
| 46 | WEALTHPLAN PARTNERS, LLC | 24,954 | 175,983 | 0.21% | ||
| 47 | HighTower Advisors, LLC | 12,133 | 171,000 | 0.21% | ||
| 48 | IFC Holdings Incorporated/FL | 12,120 | 171,000 | 0.21% | ||
| 49 | REILLY FINANCIAL ADVISORS, LLC | 12,091 | 170,000 | 0.21% | ||
| 50 | DAVENPORT & Co LLC | 11,600 | 163,444 | 0.20% |
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.
