| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,708,599 | 25,219,000 | 20.04% | ||
| 2 | MORGAN STANLEY | 1,538,214 | 22,703,000 | 18.04% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 828,672 | 12,232,000 | 9.72% | ||
| 4 | Invesco Ltd. | 620,974 | 9,165,000 | 7.28% | ||
| 5 | Capital Investment Advisors, LLC | 353,069 | 5,211,302 | 4.14% | ||
| 6 | LPL Financial LLC | 329,903 | 4,869,000 | 3.87% | ||
| 7 | COHEN & STEERS, INC. | 312,553 | 4,613,000 | 3.66% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 297,253 | 4,387,000 | 3.49% | ||
| 9 | WELLS FARGO & COMPANY/MN | 294,348 | 4,344,000 | 3.45% | ||
| 10 | UBS AG | 276,238 | 4,077,000 | 3.24% | ||
| 11 | Commonwealth Equity Services, Inc | 206,093 | 3,042,000 | 2.42% | ||
| 12 | Janney Montgomery Scott LLC | 174,008 | 2,568,364 | 2.04% | ||
| 13 | ROYAL BANK OF CANADA | 153,859 | 2,271,000 | 1.80% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 115,598 | 1,706,000 | 1.36% | ||
| 15 | BCWM, LLC | 104,084 | 1,536,000 | 1.22% | ||
| 16 | COMPTON CAPITAL MANAGEMENT INC /RI | 101,000 | 1,491,000 | 1.18% | ||
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 99,957 | 1,476,000 | 1.17% | ||
| 18 | Maryland Capital Management | 88,525 | 1,307,000 | 1.04% | ||
| 19 | NWAM LLC | 86,721 | 1,280,000 | 1.02% | ||
| 20 | CITIGROUP INC | 83,683 | 1,235,000 | 0.98% | ||
| 21 | Horizon Kinetics LLC | 76,673 | 1,132,000 | 0.90% | ||
| 22 | VICUS CAPITAL | 65,425 | 966,000 | 0.77% | ||
| 23 | Aviance Capital Partners, LLC | 58,204 | 859,091 | 0.68% | ||
| 24 | NATIONAL PLANNING CORP | 55,931 | 817,000 | 0.65% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 45,869 | 677,000 | 0.54% | ||
| 26 | HL FINANCIAL SERVICES LLC | 40,775 | 602,000 | 0.48% | ||
| 27 | Fusion Investment Group, LLC | 38,596 | 566,000 | 0.45% | ||
| 28 | Advisors Asset Management, Inc. | 24,104 | 356,000 | 0.28% | ||
| 29 | OPPENHEIMER & CO INC | 23,000 | 340,000 | 0.27% | ||
| 30 | REGIONS FINANCIAL CORP | 21,891 | 323,000 | 0.26% | ||
| 31 | AMERICAN INTERNATIONAL GROUP, INC. | 21,644 | 319,471 | 0.25% | ||
| 32 | Bank of New York Mellon Corp | 20,410 | 301,000 | 0.24% | ||
| 33 | Creative Planning | 18,676 | 276,000 | 0.22% | ||
| 34 | Raymond James Financial Services Advisors, Inc. | 18,079 | 267,000 | 0.21% | ||
| 35 | SignalPoint Asset Management, LLC | 18,003 | 266,000 | 0.21% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 15,903 | 235,000 | 0.19% | ||
| 37 | GREAT LAKES ADVISORS, LLC | 14,541 | 215,000 | 0.17% | ||
| 38 | Advisors Preferred, LLC | 13,967 | 206,152 | 0.16% | ||
| 39 | SUNTRUST BANKS INC | 13,511 | 199,000 | 0.16% | ||
| 40 | RAYMOND JAMES TRUST N.A. | 13,202 | 195,000 | 0.15% | ||
| 41 | GOLDMAN SACHS GROUP INC | 12,602 | 186,000 | 0.15% | ||
| 42 | KMS FINANCIAL SERVICES, INC | 12,342 | 182,000 | 0.14% | ||
| 43 | MSI Financial Services Inc | 11,719 | 173,000 | 0.14% | ||
| 44 | Shoker Investment Counsel, Inc. | 11,497 | 170,000 | 0.14% | ||
| 45 | MYCIO WEALTH PARTNERS, LLC | 10,566 | 156,000 | 0.12% | ||
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,285 | 122,000 | 0.10% | ||
| 47 | BANK OF MONTREAL /CAN/ | 8,223 | 121,000 | 0.10% | ||
| 48 | US BANCORP \DE\ | 7,625 | 113,000 | 0.09% | ||
| 49 | MUFG Americas Holdings Corp | 5,998 | 89,000 | 0.07% | ||
| 50 | WFG Advisors, LP | 5,748 | 85,000 | 0.07% |
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.
