| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,790,162 | 45,034,000 | 29.06% | ||
| 2 | UMB Bank, n.a. | 1,446,902 | 23,353,000 | 15.07% | ||
| 3 | WELLS FARGO & COMPANY/MN | 576,288 | 9,301,000 | 6.00% | ||
| 4 | VECTOR WEALTH MANAGEMENT, LLC | 476,591 | 7,692,000 | 4.96% | ||
| 5 | SIT INVESTMENT ASSOCIATES INC | 476,544 | 7,691,000 | 4.96% | ||
| 6 | Jacobus Wealth Management, Inc. | 437,465 | 7,061,000 | 4.56% | ||
| 7 | Invesco Ltd. | 364,019 | 5,875,000 | 3.79% | ||
| 8 | Advisors Asset Management, Inc. | 357,391 | 5,768,000 | 3.72% | ||
| 9 | PREMIER FUND MANAGERS LTD | 341,750 | 5,523,000 | 3.56% | ||
| 10 | GUGGENHEIM CAPITAL LLC | 248,617 | 4,013,000 | 2.59% | ||
| 11 | Riggs Asset Managment Co. Inc. | 208,574 | 3,366,000 | 2.17% | ||
| 12 | UBS Group AG | 197,579 | 3,189,000 | 2.06% | ||
| 13 | ROYAL BANK OF CANADA | 194,210 | 3,135,000 | 2.02% | ||
| 14 | LPL Financial LLC | 171,114 | 2,786,000 | 1.80% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 163,472 | 2,638,000 | 1.70% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 155,555 | 2,511,000 | 1.62% | ||
| 17 | BANK OF AMERICA CORP /DE/ | 111,184 | 1,795,000 | 1.16% | ||
| 18 | Janney Montgomery Scott LLC | 97,105 | 1,567,000 | 1.01% | ||
| 19 | CITIGROUP INC | 87,236 | 1,408,000 | 0.91% | ||
| 20 | COHEN & STEERS, INC. | 83,296 | 1,344,000 | 0.87% | ||
| 21 | SII INVESTMENTS INC/WI | 59,358 | 950,000 | 0.61% | ||
| 22 | IFC Holdings Incorporated/FL | 57,725 | 932,000 | 0.60% | ||
| 23 | ADVISOR GROUP, INC. | 47,005 | 759,000 | 0.49% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 45,142 | 729,000 | 0.47% | ||
| 25 | BB&T SECURITIES, LLC | 39,118 | 647,000 | 0.42% | ||
| 26 | BAIRD FINANCIAL GROUP, INC. | 35,448 | 572,000 | 0.37% | ||
| 27 | Partnervest Advisory Services LLC | 33,200 | 536,000 | 0.35% | ||
| 28 | DOLIVER ADVISORS, LP | 28,185 | 455,000 | 0.29% | ||
| 29 | Cetera Advisors LLC | 28,207 | 453,000 | 0.29% | ||
| 30 | NUVEEN ASSET MANAGEMENT INC. | 24,713 | 399,000 | 0.26% | ||
| 31 | Commonwealth Equity Services, Inc | 23,564 | 380,000 | 0.25% | ||
| 32 | BOKF, NA | 20,869 | 337,000 | 0.22% | ||
| 33 | Private Advisor Group, LLC | 16,127 | 264,000 | 0.17% | ||
| 34 | Formidable Asset Management, LLC | 16,300 | 263,000 | 0.17% | ||
| 35 | WEDBUSH SECURITIES INC | 14,011 | 226,000 | 0.15% | ||
| 36 | Dorsey & Whitney Trust CO LLC | 13,853 | 224,000 | 0.14% | ||
| 37 | COMERICA SECURITIES INC | 13,173 | 213,000 | 0.14% | ||
| 38 | Bank of New York Mellon Corp | 13,029 | 210,000 | 0.14% | ||
| 39 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12,250 | 198,000 | 0.13% | ||
| 40 | STIFEL FINANCIAL CORP | 11,464 | 188,000 | 0.12% | ||
| 41 | IFP ADVISORS, INC | 8,145 | 131,000 | 0.08% | ||
| 42 | Evercore Wealth Management, LLC | 7,865 | 127,000 | 0.08% | ||
| 43 | Liberty Capital Management, Inc. | 7,050 | 117,000 | 0.08% | ||
| 44 | BENJAMIN F. EDWARDS & COMPANY, INC. | 6,329 | 102,000 | 0.07% | ||
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 5,494 | 89,000 | 0.06% | ||
| 46 | MSI Financial Services Inc | 5,040 | 81,000 | 0.05% | ||
| 47 | FineMark National Bank & Trust | 4,735 | 76,000 | 0.05% | ||
| 48 | KRILOGY FINANCIAL LLC | 4,220 | 68,000 | 0.04% | PRN | |
| 49 | D.A. DAVIDSON & CO. | 3,500 | 56,000 | 0.04% | ||
| 50 | Creative Planning | 2,500 | 40,000 | 0.03% |
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.
