| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 5,906,321 | 166,322,000 | 68.60% | ||
| 2 | RiverFront Investment Group, LLC | 2,369,870 | 65,716,000 | 27.10% | ||
| 3 | NORTHERN TRUST CORP | 119,930 | 3,326,000 | 1.37% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 105,945 | 2,938,000 | 1.21% | ||
| 5 | Placemark Investments, Inc. | 38,904 | 1,080,000 | 0.45% | ||
| 6 | Aureus Asset Management, LLC | 35,893 | 995,000 | 0.41% | ||
| 7 | WHITTIER TRUST CO OF NEVADA INC | 31,445 | 872,000 | 0.36% | ||
| 8 | AMERICAN INTERNATIONAL GROUP, INC. | 9,348 | 259,220 | 0.11% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 8,975 | 249,000 | 0.10% | ||
| 10 | Chevy Chase Trust Holdings, LLC | 8,240 | 228,000 | 0.09% | ||
| 11 | ROYAL BANK OF CANADA | 6,829 | 189,000 | 0.08% | ||
| 12 | Family Capital Trust Co | 5,330 | 148,000 | 0.06% | ||
| 13 | WELLS FARGO & COMPANY/MN | 2,075 | 58,000 | 0.02% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,165 | 32,000 | 0.01% | ||
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 752 | 20,000 | 0.01% | ||
| 16 | Partnervest Advisory Services LLC | 670 | 19,000 | 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.
