| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Nan Shan Life Insurance Co., Ltd. | 2,103,278 | 63,477,000 | 27.48% | ||
| 2 | MORGAN STANLEY | 817,178 | 24,663,000 | 10.68% | ||
| 3 | UBS Group AG | 646,198 | 19,502,000 | 8.44% | ||
| 4 | COHEN & STEERS, INC. | 591,536 | 17,853,000 | 7.73% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 590,491 | 17,821,000 | 7.72% | ||
| 6 | Horizon Kinetics LLC | 351,919 | 10,621,000 | 4.60% | ||
| 7 | ROYAL BANK OF CANADA | 319,700 | 9,648,000 | 4.18% | ||
| 8 | WELLS FARGO & COMPANY/MN | 223,613 | 6,748,000 | 2.92% | ||
| 9 | Commonwealth Equity Services, Inc | 175,413 | 5,294,000 | 2.29% | ||
| 10 | SUMMIT X, LLC | 135,020 | 4,079,000 | 1.77% | ||
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 132,887 | 4,011,000 | 1.74% | ||
| 12 | BESSEMER GROUP INC | 98,786 | 2,981,000 | 1.29% | ||
| 13 | PENN MUTUAL LIFE INSURANCE CO | 85,000 | 2,555,000 | 1.11% | ||
| 14 | Private Advisor Group, LLC | 83,840 | 2,541,000 | 1.10% | ||
| 15 | NEXT Financial Group, Inc | 82,508 | 2,490,000 | 1.08% | ||
| 16 | BB&T SECURITIES, LLC | 72,967 | 2,202,000 | 0.95% | ||
| 17 | CIBC WORLD MARKET INC. | 72,757 | 2,196,000 | 0.95% | ||
| 18 | Stratos Wealth Partners, LTD. | 64,057 | 1,933,000 | 0.84% | ||
| 19 | ProVise Management Group, LLC | 56,861 | 1,716,000 | 0.74% | ||
| 20 | HOWLAND CAPITAL MANAGEMENT LLC | 53,315 | 1,609,000 | 0.70% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 53,036 | 1,600,000 | 0.69% | ||
| 22 | HighTower Advisors, LLC | 52,572 | 1,587,000 | 0.69% | ||
| 23 | GUGGENHEIM CAPITAL LLC | 51,674 | 1,560,000 | 0.68% | ||
| 24 | IFP ADVISORS, INC | 46,936 | 1,417,000 | 0.61% | ||
| 25 | CITIGROUP INC | 45,787 | 1,382,000 | 0.60% | ||
| 26 | BANK OF MONTREAL /CAN/ | 37,015 | 1,117,000 | 0.48% | ||
| 27 | Raymond James Financial Services Advisors, Inc. | 36,425 | 1,099,000 | 0.48% | ||
| 28 | STIFEL FINANCIAL CORP | 35,859 | 1,095,000 | 0.47% | ||
| 29 | DAVENPORT & Co LLC | 34,492 | 1,040,967 | 0.45% | ||
| 30 | Invesco Ltd. | 33,178 | 1,001,000 | 0.43% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 31,132 | 940,000 | 0.41% | ||
| 32 | Bank of New York Mellon Corp | 29,888 | 902,000 | 0.39% | ||
| 33 | Cetera Advisor Networks LLC | 28,248 | 851,000 | 0.37% | ||
| 34 | LPL Financial LLC | 22,917 | 692,000 | 0.30% | ||
| 35 | ACG Wealth | 19,003 | 569,000 | 0.25% | ||
| 36 | WEALTHSOURCE PARTNERS, LLC | 17,561 | 530,000 | 0.23% | ||
| 37 | SCOTIA CAPITAL INC. | 17,390 | 525,000 | 0.23% | ||
| 38 | ADVISOR GROUP, INC. | 16,372 | 494,000 | 0.21% | ||
| 39 | CIBC Private Wealth Group LLC | 15,630 | 472,000 | 0.20% | ||
| 40 | D.A. DAVIDSON & CO. | 15,181 | 458,000 | 0.20% | ||
| 41 | PNC FINANCIAL SERVICES GROUP, INC. | 15,171 | 457,000 | 0.20% | ||
| 42 | ALLEGIS INVESTMENT ADVISORS, LLC | 14,503 | 438,000 | 0.19% | ||
| 43 | AMERIPRISE FINANCIAL INC | 13,989 | 422,000 | 0.18% | ||
| 44 | Kovack Advisors, Inc. | 12,850 | 388,000 | 0.17% | ||
| 45 | MML INVESTORS SERVICES, INC. | 12,466 | 376,000 | 0.16% | ||
| 46 | TRENT CAPITAL MANAGEMENT INC /NC/ | 12,340 | 372,000 | 0.16% | ||
| 47 | LIDO ADVISORS, LLC | 11,000 | 332,000 | 0.14% | ||
| 48 | RAYMOND JAMES & ASSOCIATES | 10,924 | 330,000 | 0.14% | ||
| 49 | Advisors Asset Management, Inc. | 10,839 | 327,000 | 0.14% | ||
| 50 | CORIENT CAPITAL PARTNERS, LLC | 10,100 | 305,000 | 0.13% |
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.
