| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 272,320 | 39,527,000 | 38.82% | ||
| 2 | Advisors Capital Management, LLC | 144,098 | 20,916,000 | 20.54% | ||
| 3 | SCOUT INVESTMENTS, INC. | 94,776 | 13,757,000 | 13.51% | ||
| 4 | ARS Investment Partners, LLC | 71,443 | 10,370,000 | 10.19% | ||
| 5 | Azimuth Capital Management LLC | 50,070 | 7,268,000 | 7.14% | ||
| 6 | World Asset Management Inc | 28,336 | 4,113,000 | 4.04% | ||
| 7 | TEALWOOD ASSET MANAGEMENT INC | 19,285 | 2,579,000 | 2.53% | ||
| 8 | Veritable, L.P. | 5,928 | 860,000 | 0.84% | ||
| 9 | Ascent Wealth Partners, LLC | 5,670 | 823,000 | 0.81% | ||
| 10 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 4,750 | 689,000 | 0.68% | ||
| 11 | BBR PARTNERS, LLC | 3,285 | 477,000 | 0.47% | ||
| 12 | DOWLING & YAHNKE LLC | 1,537 | 223,000 | 0.22% | ||
| 13 | Laird Norton Wetherby Wealth Management, LLC | 1,459 | 212,000 | 0.21% |
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.
