| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,847,369 | 44,504,000 | 26.50% | ||
| 2 | TIEDEMANN TRUST CO | 1,027,445 | 16,059,000 | 9.56% | ||
| 3 | UMB Bank, n.a. | 1,024,512 | 16,013,000 | 9.54% | ||
| 4 | Advisors Asset Management, Inc. | 688,685 | 10,764,000 | 6.41% | ||
| 5 | SIT INVESTMENT ASSOCIATES INC | 651,779 | 10,187,000 | 6.07% | ||
| 6 | WELLS FARGO & COMPANY/MN | 486,283 | 7,600,000 | 4.53% | ||
| 7 | Jacobus Wealth Management, Inc. | 412,997 | 6,455,000 | 3.84% | ||
| 8 | Invesco Ltd. | 410,905 | 6,422,000 | 3.82% | ||
| 9 | PREMIER FUND MANAGERS LTD | 372,750 | 5,810,000 | 3.46% | ||
| 10 | VECTOR WEALTH MANAGEMENT, LLC | 370,497 | 5,791,000 | 3.45% | ||
| 11 | GUGGENHEIM CAPITAL LLC | 360,545 | 5,635,000 | 3.36% | ||
| 12 | TIEDEMANN ADVISORS, LLC | 279,823 | 4,374,000 | 2.60% | ||
| 13 | ROYAL BANK OF CANADA | 191,379 | 2,991,000 | 1.78% | ||
| 14 | LPL Financial LLC | 181,731 | 2,791,000 | 1.66% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 152,317 | 2,381,000 | 1.42% | ||
| 16 | UBS Group AG | 146,833 | 2,295,000 | 1.37% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 144,968 | 2,266,000 | 1.35% | ||
| 18 | BANK OF AMERICA CORP /DE/ | 136,910 | 2,140,000 | 1.27% | ||
| 19 | Riggs Asset Managment Co. Inc. | 128,931 | 2,015,000 | 1.20% | ||
| 20 | COHEN & STEERS, INC. | 118,426 | 1,851,000 | 1.10% | ||
| 21 | CITIGROUP INC | 95,904 | 1,499,000 | 0.89% | ||
| 22 | SII INVESTMENTS INC/WI | 58,411 | 920,000 | 0.55% | ||
| 23 | ADVISOR GROUP, INC. | 48,189 | 751,000 | 0.45% | ||
| 24 | NUVEEN ASSET MANAGEMENT INC. | 47,489 | 742,000 | 0.44% | ||
| 25 | BB&T SECURITIES, LLC | 44,148 | 690,000 | 0.41% | ||
| 26 | IFC Holdings Incorporated/FL | 34,485 | 536,000 | 0.32% | ||
| 27 | Janney Montgomery Scott LLC | 38,550 | 510,000 | 0.30% | ||
| 28 | Partnervest Advisory Services LLC | 28,200 | 441,000 | 0.26% | ||
| 29 | BAIRD FINANCIAL GROUP, INC. | 25,951 | 406,000 | 0.24% | ||
| 30 | Cetera Advisors LLC | 24,266 | 380,000 | 0.23% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 21,497 | 336,000 | 0.20% | ||
| 32 | BOKF, NA | 20,869 | 326,000 | 0.19% | ||
| 33 | WEDBUSH SECURITIES INC | 19,339 | 302,000 | 0.18% | ||
| 34 | STIFEL FINANCIAL CORP | 16,163 | 253,000 | 0.15% | ||
| 35 | Commonwealth Equity Services, Inc | 16,098 | 252,000 | 0.15% | ||
| 36 | COMERICA SECURITIES INC | 11,890 | 186,000 | 0.11% | ||
| 37 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11,657 | 182,000 | 0.11% | ||
| 38 | Formidable Asset Management, LLC | 11,350 | 177,000 | 0.11% | ||
| 39 | Investors Capital Advisory Services | 10,350 | 161,000 | 0.10% | ||
| 40 | IFP ADVISORS, INC | 8,379 | 131,000 | 0.08% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,171 | 112,000 | 0.07% | ||
| 42 | KRILOGY FINANCIAL LLC | 4,220 | 66,000 | 0.04% | PRN | |
| 43 | WFG Advisors, LP | 4,190 | 65,000 | 0.04% | ||
| 44 | D.A. DAVIDSON & CO. | 3,500 | 54,000 | 0.03% | ||
| 45 | MSI Financial Services Inc | 2,669 | 42,000 | 0.03% | ||
| 46 | Bartlett & Co. LLC | 1,462 | 23,000 | 0.01% | ||
| 47 | Creative Planning | 960 | 15,000 | 0.01% | ||
| 48 | GENEOS WEALTH MANAGEMENT INC. | 800 | 12,000 | 0.01% | ||
| 49 | PNC FINANCIAL SERVICES GROUP, INC. | 508 | 8,000 | 0.00% | ||
| 50 | SEI INVESTMENTS CO | 250 | 4,000 | 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.
