| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 292,895 | 5,489,000 | 19.14% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 255,378 | 4,786,000 | 16.69% | ||
| 3 | Invesco Ltd. | 181,104 | 3,394,000 | 11.83% | ||
| 4 | Janney Montgomery Scott LLC | 175,373 | 3,286,000 | 11.46% | ||
| 5 | MORGAN STANLEY | 157,725 | 2,956,000 | 10.31% | ||
| 6 | AMERIPRISE FINANCIAL INC | 121,412 | 2,275,000 | 7.93% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 98,074 | 1,838,000 | 6.41% | ||
| 8 | COHEN & STEERS, INC. | 82,695 | 1,550,000 | 5.40% | ||
| 9 | UBS Group AG | 35,887 | 673,000 | 2.35% | ||
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | 30,902 | 601,000 | 2.10% | ||
| 11 | LPL Financial LLC | 21,444 | 398,000 | 1.39% | ||
| 12 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 12,271 | 230,000 | 0.80% | ||
| 13 | Cetera Advisor Networks LLC | 12,200 | 228,000 | 0.79% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 11,937 | 224,000 | 0.78% | ||
| 15 | ROYAL BANK OF CANADA | 7,947 | 149,000 | 0.52% | ||
| 16 | MSI Financial Services Inc | 6,564 | 123,000 | 0.43% | ||
| 17 | WELLS FARGO & COMPANY/MN | 5,842 | 110,000 | 0.38% | ||
| 18 | IFP ADVISORS, INC | 4,975 | 93,000 | 0.32% | ||
| 19 | Creative Planning | 3,500 | 66,000 | 0.23% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,253 | 61,000 | 0.21% | ||
| 21 | ADVISOR GROUP, INC. | 2,631 | 49,000 | 0.17% | ||
| 22 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2,446 | 46,000 | 0.16% | ||
| 23 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 1,142 | 22,000 | 0.08% | ||
| 24 | Apriem Advisors | 1,000 | 19,000 | 0.07% | ||
| 25 | OMNIA FAMILY WEALTH, LLC | 500 | 9,000 | 0.03% | ||
| 26 | CITIGROUP INC | 400 | 7,000 | 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.
