| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 661,897 | 20,783,000 | 13.87% | ||
| 2 | MORGAN STANLEY | 541,783 | 17,012,000 | 11.35% | ||
| 3 | Advisors Asset Management, Inc. | 514,994 | 16,171,000 | 10.79% | ||
| 4 | COHEN & STEERS, INC. | 459,517 | 14,429,000 | 9.63% | ||
| 5 | Jacobus Wealth Management, Inc. | 278,210 | 8,736,000 | 5.83% | ||
| 6 | Invesco Ltd. | 266,709 | 8,375,000 | 5.59% | ||
| 7 | TIEDEMANN TRUST CO | 262,073 | 8,228,000 | 5.49% | ||
| 8 | LPL Financial LLC | 254,689 | 7,824,000 | 5.22% | ||
| 9 | WELLS FARGO & COMPANY/MN | 201,626 | 6,331,000 | 4.23% | ||
| 10 | BAIRD FINANCIAL GROUP, INC. | 184,830 | 5,804,000 | 3.87% | ||
| 11 | ROYAL BANK OF CANADA | 154,897 | 4,864,000 | 3.25% | ||
| 12 | BOSTON FINANCIAL MANGEMENT LLC | 137,192 | 4,308,000 | 2.88% | ||
| 13 | Garrison Asset Management, LLC | 96,015 | 3,015,000 | 2.01% | ||
| 14 | MONROE BANK & TRUST/MI | 92,836 | 2,915,000 | 1.95% | ||
| 15 | Cutter & CO Brokerage, Inc. | 78,591 | 2,468,000 | 1.65% | ||
| 16 | BANK OF AMERICA CORP /DE/ | 66,026 | 2,073,000 | 1.38% | ||
| 17 | Commonwealth Equity Services, Inc | 61,704 | 1,937,000 | 1.29% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 55,295 | 1,736,000 | 1.16% | ||
| 19 | UBS Group AG | 53,579 | 1,682,000 | 1.12% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 31,866 | 1,001,000 | 0.67% | ||
| 21 | Investors Capital Advisory Services | 29,441 | 924,000 | 0.62% | ||
| 22 | Winslow, Evans & Crocker, Inc. | 29,288 | 919,634 | 0.61% | ||
| 23 | STIFEL FINANCIAL CORP | 28,311 | 889,000 | 0.59% | ||
| 24 | Round Table Services, LLC | 27,745 | 871,000 | 0.58% | ||
| 25 | Concert Wealth Management Inc. | 23,148 | 729,000 | 0.49% | ||
| 26 | BUSH ODONNELL INVESTMENT ADVISORS INC | 21,100 | 663,000 | 0.44% | ||
| 27 | WEDBUSH SECURITIES INC | 20,249 | 636,000 | 0.42% | ||
| 28 | Ancora Advisors LLC | 13,452 | 422,000 | 0.28% | ||
| 29 | Private Advisor Group, LLC | 13,253 | 416,000 | 0.28% | ||
| 30 | A. D. Beadell Investment Counsel, Inc. | 12,275 | 385,000 | 0.26% | ||
| 31 | DEUTSCHE BANK AG\ | 11,607 | 364,000 | 0.24% | ||
| 32 | BOKF, NA | 9,476 | 298,000 | 0.20% | ||
| 33 | NEXT Financial Group, Inc | 8,235 | 258,000 | 0.17% | ||
| 34 | BBR PARTNERS, LLC | 8,085 | 254,000 | 0.17% | ||
| 35 | Virtu KCG Holdings LLC | 7,598 | 239,000 | 0.16% | ||
| 36 | STEPHENS INC /AR/ | 7,350 | 231,000 | 0.15% | ||
| 37 | Stratos Wealth Partners, LTD. | 7,235 | 227,000 | 0.15% | ||
| 38 | Bison Wealth, LLC | 6,627 | 224,000 | 0.15% | ||
| 39 | HighTower Advisors, LLC | 6,930 | 218,000 | 0.15% | ||
| 40 | Regal Investment Advisors LLC | 6,754 | 212,000 | 0.14% | ||
| 41 | AMERICAN INTERNATIONAL GROUP, INC. | 5,915 | 185,731 | 0.12% | ||
| 42 | MSI Financial Services Inc | 3,635 | 114,000 | 0.08% | ||
| 43 | CITIGROUP INC | 3,123 | 98,000 | 0.07% | ||
| 44 | ROBLE, BELKO & COMPANY, INC | 2,414 | 76,000 | 0.05% | ||
| 45 | PNC FINANCIAL SERVICES GROUP, INC. | 1,800 | 57,000 | 0.04% | ||
| 46 | LOOMIS SAYLES & CO L P | 1,750 | 55,000 | 0.04% | ||
| 47 | US BANCORP \DE\ | 1,650 | 52,000 | 0.03% | ||
| 48 | Advisory Services Network, LLC | 843 | 26,000 | 0.02% | ||
| 49 | TAYLOR WEALTH MANAGEMENT PARTNERS | 650 | 20,000 | 0.01% | ||
| 50 | B. Riley Wealth Management, Inc. | 575 | 18,000 | 0.01% |
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.
