| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,149,968 | 42,840,000 | 28.58% | ||
| 2 | TIEDEMANN TRUST CO | 1,239,328 | 16,855,000 | 11.25% | ||
| 3 | UMB Bank, n.a. | 1,001,859 | 13,625,000 | 9.09% | ||
| 4 | Advisors Asset Management, Inc. | 773,682 | 10,522,000 | 7.02% | ||
| 5 | SIT INVESTMENT ASSOCIATES INC | 607,271 | 8,259,000 | 5.51% | ||
| 6 | WELLS FARGO & COMPANY/MN | 523,005 | 7,113,000 | 4.75% | ||
| 7 | Invesco Ltd. | 421,300 | 5,730,000 | 3.82% | ||
| 8 | Jacobus Wealth Management, Inc. | 411,728 | 5,599,000 | 3.74% | ||
| 9 | VECTOR WEALTH MANAGEMENT, LLC | 358,087 | 4,870,000 | 3.25% | ||
| 10 | GUGGENHEIM CAPITAL LLC | 332,437 | 4,521,000 | 3.02% | ||
| 11 | TIEDEMANN ADVISORS, LLC | 330 | 4,486,000 | 2.99% | ||
| 12 | LPL Financial LLC | 290,810 | 3,708,000 | 2.47% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 270,969 | 3,685,000 | 2.46% | ||
| 14 | UBS Group AG | 165,260 | 2,248,000 | 1.50% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 140,343 | 1,909,000 | 1.27% | ||
| 16 | ROYAL BANK OF CANADA | 132,769 | 1,806,000 | 1.20% | ||
| 17 | COHEN & STEERS, INC. | 126,512 | 1,721,000 | 1.15% | ||
| 18 | BANK OF AMERICA CORP /DE/ | 114,225 | 1,554,000 | 1.04% | ||
| 19 | CITIGROUP INC | 90,026 | 1,224,000 | 0.82% | ||
| 20 | Mountain Lake Investment Management LLC | 80,000 | 1,088,000 | 0.73% | ||
| 21 | SII INVESTMENTS INC/WI | 54,339 | 741,000 | 0.49% | ||
| 22 | Partnervest Advisory Services LLC | 49,500 | 673,000 | 0.45% | ||
| 23 | Janney Montgomery Scott LLC | 48,306 | 657,000 | 0.44% | ||
| 24 | AMERICAN INTERNATIONAL GROUP, INC. | 46,549 | 632,000 | 0.42% | ||
| 25 | BB&T SECURITIES, LLC | 45,760 | 622,000 | 0.42% | ||
| 26 | IFC Holdings Incorporated/FL | 27,690 | 368,000 | 0.25% | ||
| 27 | BOKF, NA | 20,869 | 284,000 | 0.19% | ||
| 28 | Concert Wealth Management Inc. | 20,616 | 281,000 | 0.19% | ||
| 29 | WEDBUSH SECURITIES INC | 19,718 | 268,000 | 0.18% | ||
| 30 | OPPENHEIMER & CO INC | 18,877 | 257,000 | 0.17% | ||
| 31 | LLBH PRIVATE WEALTH MANAGEMENT, LLC | 18,425 | 251,000 | 0.17% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 17,272 | 235,000 | 0.16% | ||
| 33 | Cetera Advisors LLC | 17,008 | 229,000 | 0.15% | ||
| 34 | Commonwealth Equity Services, Inc | 14,800 | 201,000 | 0.13% | ||
| 35 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11,566 | 157,000 | 0.10% | ||
| 36 | COURIER CAPITAL LLC | 10,350 | 141,000 | 0.09% | ||
| 37 | Formidable Asset Management, LLC | 8,000 | 114,000 | 0.08% | ||
| 38 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,143 | 96,000 | 0.06% | ||
| 39 | IFP ADVISORS, INC | 6,303 | 86,000 | 0.06% | ||
| 40 | KRILOGY FINANCIAL LLC | 4,720 | 64,000 | 0.04% | ||
| 41 | D.A. DAVIDSON & CO. | 3,500 | 47,000 | 0.03% | ||
| 42 | MSI Financial Services Inc | 2,604 | 35,000 | 0.02% | ||
| 43 | WFG Advisors, LP | 2,300 | 31,000 | 0.02% | ||
| 44 | Bartlett & Co. LLC | 1,462 | 20,000 | 0.01% | ||
| 45 | Mraz, Amerine & Associates, Inc. | 1,000 | 13,600 | 0.01% | ||
| 46 | GENEOS WEALTH MANAGEMENT INC. | 800 | 10,000 | 0.01% | ||
| 47 | Tower Research Capital LLC (TRC) | 180 | 2,000 | 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.
