| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLEARY GULL HOLDINGS INC. | 1,747,074 | 36,688,000 | 20.72% | ||
| 2 | MORGAN STANLEY | 1,093,692 | 22,968,000 | 12.97% | ||
| 3 | Commonwealth Equity Services, Inc | 822,782 | 17,278,000 | 9.76% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 792,903 | 16,651,000 | 9.41% | ||
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 735,067 | 15,436,000 | 8.72% | ||
| 6 | PVG Asset Management | 557,452 | 11,706,506 | 6.61% | ||
| 7 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 478,050 | 10,039,000 | 5.67% | ||
| 8 | LPL Financial LLC | 315,202 | 6,692,000 | 3.78% | ||
| 9 | Cetera Advisor Networks LLC | 231,743 | 4,863,000 | 2.75% | ||
| 10 | ROYAL BANK OF CANADA | 171,363 | 3,598,000 | 2.03% | ||
| 11 | UBS Group AG | 150,364 | 3,158,000 | 1.78% | ||
| 12 | GREENWOOD CAPITAL ASSOCIATES LLC | 128,600 | 2,701,000 | 1.53% | ||
| 13 | Cambridge Investment Research Advisors, Inc. | 104,401 | 2,192,000 | 1.24% | ||
| 14 | BARCLAYS PLC | 92,951 | 1,952,000 | 1.10% | ||
| 15 | Janney Montgomery Scott LLC | 90,160 | 1,893,000 | 1.07% | ||
| 16 | ZIONS BANCORPORATION | 75,396 | 1,639,000 | 0.93% | ||
| 17 | WELLS FARGO & COMPANY/MN | 71,054 | 1,492,000 | 0.84% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 67,920 | 1,437,000 | 0.81% | ||
| 19 | Partnervest Advisory Services LLC | 52,812 | 1,109,000 | 0.63% | ||
| 20 | SMITH, MOORE & CO. | 51,654 | 1,085,000 | 0.61% | ||
| 21 | CITIGROUP INC | 51,282 | 1,077,000 | 0.61% | ||
| 22 | ENVESTNET ASSET MANAGEMENT INC | 49,354 | 1,036,000 | 0.59% | ||
| 23 | ADELL HARRIMAN & CARPENTER INC | 49,144 | 1,032,024 | 0.58% | ||
| 24 | WEDBUSH SECURITIES INC | 45,625 | 958,000 | 0.54% | ||
| 25 | AMERIPRISE FINANCIAL INC | 40,977 | 861,000 | 0.49% | ||
| 26 | RAYMOND JAMES & ASSOCIATES | 36,524 | 767,000 | 0.43% | ||
| 27 | HIGH POINT BANK & TRUST CO | 34,245 | 719,000 | 0.41% | ||
| 28 | Nuveen Asset Management, LLC | 29,925 | 628,000 | 0.35% | ||
| 29 | AMERICAN INTERNATIONAL GROUP, INC. | 28,219 | 593,000 | 0.33% | ||
| 30 | Canal Capital Management, LLC | 23,797 | 499,000 | 0.28% | ||
| 31 | Madden Advisory Services, Inc. | 17,564 | 368,000 | 0.21% | ||
| 32 | PNC FINANCIAL SERVICES GROUP, INC. | 16,451 | 346,000 | 0.20% | ||
| 33 | Private Advisor Group, LLC | 16,075 | 338,000 | 0.19% | ||
| 34 | Cetera Advisors LLC | 15,839 | 332,000 | 0.19% | ||
| 35 | MSI Financial Services Inc | 15,538 | 326,000 | 0.18% | ||
| 36 | First Allied Advisory Services, Inc. | 14,425 | 304,000 | 0.17% | ||
| 37 | STIFEL FINANCIAL CORP | 14,185 | 298,000 | 0.17% | ||
| 38 | WealthTrust Axiom LLC | 13,500 | 283,000 | 0.16% | ||
| 39 | BB&T SECURITIES, LLC | 13,363 | 280,000 | 0.16% | ||
| 40 | VSR Financial Services, Inc. | 11,013 | 231,000 | 0.13% | ||
| 41 | RELATIVE VALUE PARTNERS GROUP, LLC | 9,950 | 209,000 | 0.12% | ||
| 42 | Creative Planning | 7,984 | 168,000 | 0.09% | ||
| 43 | Sandy Spring Bank | 6,918 | 145,000 | 0.08% | ||
| 44 | WHITTIER TRUST CO | 6,006 | 126,000 | 0.07% | ||
| 45 | WFG Advisors, LP | 4,000 | 84,000 | 0.05% | ||
| 46 | Shamrock Asset Management LLC | 2,535 | 53,000 | 0.03% | ||
| 47 | People's United Financial, Inc. | 2,481 | 52,000 | 0.03% | ||
| 48 | D.A. DAVIDSON & CO. | 2,000 | 42,000 | 0.02% | ||
| 49 | Gemmer Asset Management LLC | 1,665 | 35,000 | 0.02% | ||
| 50 | BESSEMER GROUP INC | 1,600 | 34,000 | 0.02% |
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.
