| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 6,378,626 | 206,221,000 | 57.02% | ||
| 2 | RiverFront Investment Group, LLC | 2,483,051 | 80,276,000 | 22.20% | ||
| 3 | NORTHERN TRUST CORP | 1,992,364 | 64,414,000 | 17.81% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 112,941 | 3,651,000 | 1.01% | ||
| 5 | Placemark Investments, Inc. | 51,120 | 1,654,000 | 0.46% | ||
| 6 | Aureus Asset Management, LLC | 39,256 | 1,269,000 | 0.35% | ||
| 7 | WHITTIER TRUST CO OF NEVADA INC | 30,645 | 990,000 | 0.27% | ||
| 8 | JANE STREET GROUP, LLC | 15,227 | 492,000 | 0.14% | ||
| 9 | Virtu Financial LLC | 13,587 | 439,000 | 0.12% | ||
| 10 | AMERICAN INTERNATIONAL GROUP, INC. | 12,493 | 403,899 | 0.11% | ||
| 11 | ROYAL BANK OF CANADA | 9,896 | 320,000 | 0.09% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 9,848 | 318,000 | 0.09% | ||
| 13 | UBS AG | 8,400 | 272,000 | 0.08% | ||
| 14 | Chevy Chase Trust Holdings, LLC | 8,240 | 266,000 | 0.07% | ||
| 15 | BLAIR WILLIAM & CO/IL | 6,525 | 211,000 | 0.06% | ||
| 16 | Family Capital Trust Co | 4,070 | 132,000 | 0.04% | ||
| 17 | Winslow, Evans & Crocker, Inc. | 2,600 | 84,058 | 0.02% | ||
| 18 | WELLS FARGO & COMPANY/MN | 2,000 | 65,000 | 0.02% | ||
| 19 | BOSTON PRIVATE BANK & TRUST CO | 1,700 | 55,000 | 0.02% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,165 | 38,000 | 0.01% | ||
| 21 | US BANCORP \DE\ | 1,000 | 32,000 | 0.01% | ||
| 22 | Waverly Advisors, LLC | 445 | 14,000 | 0.00% | ||
| 23 | Hudock, Inc. | 391 | 13,000 | 0.00% | ||
| 24 | Creative Planning | 209 | 7,000 | 0.00% |
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.
