| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,107,999 | 34,803,000 | 32.21% | ||
| 2 | UBS Group AG | 669,459 | 11,053,000 | 10.23% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 595,356 | 9,829,000 | 9.10% | ||
| 4 | MACKAY SHIELDS LLC | 595,081 | 9,825,000 | 9.09% | ||
| 5 | Horizon Kinetics LLC | 353,491 | 5,836,000 | 5.40% | ||
| 6 | WELLS FARGO & COMPANY/MN | 304,005 | 5,019,000 | 4.65% | ||
| 7 | VAN ECK ASSOCIATES CORP | 167,635 | 2,768,000 | 2.56% | ||
| 8 | Oxbow Advisors, LLC | 162,648 | 2,685,000 | 2.49% | ||
| 9 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 120,350 | 1,987,000 | 1.84% | ||
| 10 | STIFEL FINANCIAL CORP | 119,974 | 1,981,000 | 1.83% | ||
| 11 | JFS WEALTH ADVISORS, LLC | 116,576 | 1,925,000 | 1.78% | ||
| 12 | Advisors Asset Management, Inc. | 104,622 | 1,727,000 | 1.60% | ||
| 13 | GUGGENHEIM CAPITAL LLC | 101,379 | 1,674,000 | 1.55% | ||
| 14 | Commonwealth Equity Services, Inc | 91,239 | 1,506,000 | 1.39% | ||
| 15 | Capital Investment Advisors, LLC | 67,111 | 1,108,000 | 1.03% | ||
| 16 | LPL Financial LLC | 62,017 | 1,031,000 | 0.95% | ||
| 17 | FIRST TRUST ADVISORS LP | 45,969 | 759,000 | 0.70% | ||
| 18 | Tradewinds Capital Management, LLC | 45,483 | 751,000 | 0.70% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 45,129 | 745,000 | 0.69% | ||
| 20 | BAIRD FINANCIAL GROUP, INC. | 40,889 | 671,000 | 0.62% | ||
| 21 | BENJAMIN F. EDWARDS & COMPANY, INC. | 38,873 | 642,000 | 0.59% | ||
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36,667 | 623,000 | 0.58% | ||
| 23 | RAYMOND JAMES & ASSOCIATES | 33,018 | 545,000 | 0.50% | ||
| 24 | ROBINSON CAPITAL MANAGEMENT, LLC | 32,350 | 534,000 | 0.49% | ||
| 25 | IFP ADVISORS, INC | 30,794 | 508,000 | 0.47% | ||
| 26 | USCA RIA LLC | 29,084 | 480,000 | 0.44% | ||
| 27 | RAYMOND JAMES TRUST N.A. | 27,500 | 454,000 | 0.42% | ||
| 28 | WESBANCO BANK INC | 19,625 | 324,000 | 0.30% | ||
| 29 | DOLIVER ADVISORS, LP | 19,438 | 321,000 | 0.30% | ||
| 30 | VICUS CAPITAL | 18,835 | 311,000 | 0.29% | ||
| 31 | WHITTIER TRUST CO OF NEVADA INC | 17,450 | 288,000 | 0.27% | ||
| 32 | Sandy Spring Bank | 16,115 | 266,000 | 0.25% | ||
| 33 | 1832 Asset Management L.P. | 16,000 | 266,000 | 0.25% | ||
| 34 | HBK Sorce Advisory LLC | 16,050 | 265,000 | 0.25% | ||
| 35 | Virtu KCG Holdings LLC | 15,901 | 263,000 | 0.24% | ||
| 36 | HighTower Advisors, LLC | 15,850 | 262,000 | 0.24% | ||
| 37 | WHITTIER TRUST CO | 15,815 | 261,000 | 0.24% | ||
| 38 | ROYAL BANK OF CANADA | 15,244 | 252,000 | 0.23% | ||
| 39 | MAD RIVER INVESTORS | 14,900 | 246,000 | 0.23% | ||
| 40 | Laurion Capital Management LP | 14,489 | 239,000 | 0.22% | ||
| 41 | DIXON HUBARD FEINOUR & BROWN INC/VA | 14,299 | 236,000 | 0.22% | ||
| 42 | SUNFLOWER BANK, NA WEALTH MANAGEMENT | 13,969 | 230,000 | 0.21% | ||
| 43 | Summit Financial Wealth Advisors, LLC | 13,700 | 226,000 | 0.21% | ||
| 44 | Mariner, LLC | 13,590 | 224,000 | 0.21% | ||
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 12,449 | 205,000 | 0.19% | ||
| 46 | MSI Financial Services Inc | 11,944 | 197,000 | 0.18% | ||
| 47 | Stratos Wealth Partners, LTD. | 11,735 | 194,000 | 0.18% | ||
| 48 | Raymond James Financial Services Advisors, Inc. | 11,120 | 184,000 | 0.17% | ||
| 49 | Allen Investment Management, LLC | 11,135 | 184,000 | 0.17% | ||
| 50 | JPMORGAN CHASE & CO | 7,900 | 130,000 | 0.12% |
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.
