| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 517,234 | 6,001,000 | 33.53% | ||
| 2 | Raymond James Financial Services Advisors, Inc. | 247,876 | 2,875,000 | 16.07% | ||
| 3 | WELLS FARGO & COMPANY/MN | 174,960 | 2,029,000 | 11.34% | ||
| 4 | AMERIPRISE FINANCIAL INC | 141,350 | 1,640,000 | 9.16% | ||
| 5 | MORGAN STANLEY | 86,502 | 1,003,000 | 5.60% | ||
| 6 | DOLIVER ADVISORS, LP | 85,915 | 997,000 | 5.57% | ||
| 7 | UBS Group AG | 80,101 | 929,000 | 5.19% | ||
| 8 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 42,018 | 487,000 | 2.72% | ||
| 9 | Cambridge Investment Research Advisors, Inc. | 29,683 | 344,000 | 1.92% | ||
| 10 | CLOUGH CAPITAL PARTNERS L P | 26,683 | 310,000 | 1.73% | ||
| 11 | WEDBUSH SECURITIES INC | 21,801 | 253,000 | 1.41% | ||
| 12 | LPL Financial LLC | 21,234 | 239,000 | 1.34% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 16,985 | 197,000 | 1.10% | ||
| 14 | Ballentine Partners, LLC | 16,000 | 186,000 | 1.04% | ||
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,444 | 168,000 | 0.94% | ||
| 16 | IFP ADVISORS, INC | 7,343 | 85,000 | 0.47% | ||
| 17 | ROYAL BANK OF CANADA | 5,817 | 67,000 | 0.37% | ||
| 18 | Creative Planning | 4,600 | 53,000 | 0.30% | ||
| 19 | MSI Financial Services Inc | 1,537 | 18,000 | 0.10% | ||
| 20 | CITIGROUP INC | 547 | 7,000 | 0.04% | ||
| 21 | DELTA ASSET MANAGEMENT LLC/TN | 349 | 4,000 | 0.02% | ||
| 22 | US BANCORP \DE\ | 267 | 3,000 | 0.02% |
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.
