| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,128,837 | 41,363,000 | 28.47% | ||
| 2 | UMB Bank, n.a. | 1,982,352 | 26,207,000 | 18.04% | ||
| 3 | TIEDEMANN TRUST CO | 905,721 | 11,974,000 | 8.24% | ||
| 4 | Advisors Asset Management, Inc. | 889,496 | 11,759,000 | 8.09% | ||
| 5 | WELLS FARGO & COMPANY/MN | 450,889 | 5,961,000 | 4.10% | ||
| 6 | Invesco Ltd. | 420,356 | 5,557,000 | 3.82% | ||
| 7 | Jacobus Wealth Management, Inc. | 392,635 | 5,191,000 | 3.57% | ||
| 8 | VECTOR WEALTH MANAGEMENT, LLC | 361,612 | 4,781,000 | 3.29% | ||
| 9 | GUGGENHEIM CAPITAL LLC | 301,737 | 3,989,000 | 2.75% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 249,051 | 3,292,000 | 2.27% | ||
| 11 | LPL Financial LLC | 187,038 | 2,480,000 | 1.71% | ||
| 12 | TIEDEMANN ADVISORS, LLC | 180,814 | 2,390,000 | 1.64% | ||
| 13 | SIT INVESTMENT ASSOCIATES INC | 161,654 | 2,137,000 | 1.47% | ||
| 14 | ROYAL BANK OF CANADA | 149,585 | 1,978,000 | 1.36% | ||
| 15 | UBS Group AG | 140,685 | 1,860,000 | 1.28% | ||
| 16 | BANK OF AMERICA CORP /DE/ | 125,902 | 1,664,000 | 1.15% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 125,120 | 1,654,000 | 1.14% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 117,585 | 1,554,000 | 1.07% | ||
| 19 | Weiss Asset Management LP | 105,797 | 1,399,000 | 0.96% | ||
| 20 | CITIGROUP INC | 86,292 | 1,141,000 | 0.79% | ||
| 21 | Mountain Lake Investment Management LLC | 80,000 | 1,058,000 | 0.73% | ||
| 22 | BB&T SECURITIES, LLC | 55,986 | 740,000 | 0.51% | ||
| 23 | Partnervest Advisory Services LLC | 46,800 | 619,000 | 0.43% | ||
| 24 | SII INVESTMENTS INC/WI | 45,556 | 604,000 | 0.42% | ||
| 25 | AMERICAN INTERNATIONAL GROUP, INC. | 44,361 | 586,000 | 0.40% | ||
| 26 | Transamerica Financial Advisors, LLC | 39,350 | 521,000 | 0.36% | ||
| 27 | Janney Montgomery Scott LLC | 38,550 | 510,000 | 0.35% | ||
| 28 | OPPENHEIMER & CO INC | 21,636 | 286,000 | 0.20% | ||
| 29 | WEDBUSH SECURITIES INC | 20,937 | 277,000 | 0.19% | ||
| 30 | LLBH PRIVATE WEALTH MANAGEMENT, LLC | 18,425 | 244,000 | 0.17% | ||
| 31 | Formidable Asset Management, LLC | 17,150 | 213,000 | 0.15% | ||
| 32 | BOKF, NA | 15,765 | 208,000 | 0.14% | ||
| 33 | JANE STREET GROUP, LLC | 14,185 | 188,000 | 0.13% | ||
| 34 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 14,147 | 187,000 | 0.13% | ||
| 35 | CREDIT SUISSE AG/ | 12,650 | 167,000 | 0.11% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 11,778 | 156,000 | 0.11% | ||
| 37 | JPMORGAN CHASE & CO | 8,955 | 118,000 | 0.08% | ||
| 38 | ALLEGIS INVESTMENT ADVISORS, LLC | 6,790 | 90,000 | 0.06% | ||
| 39 | D.A. DAVIDSON & CO. | 3,500 | 46,000 | 0.03% | ||
| 40 | Tower Research Capital LLC (TRC) | 2,647 | 35,000 | 0.02% | ||
| 41 | MSI Financial Services Inc | 2,525 | 33,000 | 0.02% | ||
| 42 | IFP ADVISORS, INC | 1,710 | 23,000 | 0.02% | ||
| 43 | WFG Advisors, LP | 1,590 | 21,000 | 0.01% | ||
| 44 | Bartlett & Co. LLC | 1,462 | 19,000 | 0.01% | ||
| 45 | CWM, LLC | 1,100 | 15,000 | 0.01% | ||
| 46 | ATWOOD & PALMER INC | 272 | 4,000 | 0.00% | ||
| 47 | Westchester Capital Management, LLC | 149 | 2,000 | 0.00% | ||
| 48 | WEALTHPLAN PARTNERS, LLC | 2,000 | 26 | 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.
