| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LAZARD ASSET MANAGEMENT LLC | 553,010 | 7,061,000 | 40.34% | ||
| 2 | Creative Planning | 416,396 | 5,317,000 | 30.37% | ||
| 3 | LPL Financial LLC | 86,252 | 1,137,000 | 6.50% | ||
| 4 | UBS Group AG | 42,442 | 542,000 | 3.10% | ||
| 5 | SG Americas Securities, LLC | 39,345 | 502,000 | 2.87% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 29,294 | 374,000 | 2.14% | ||
| 7 | Nationwide Fund Advisors | 25,130 | 321,000 | 1.83% | ||
| 8 | GOLDMAN SACHS GROUP INC | 24,721 | 316,000 | 1.81% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 21,288 | 272,000 | 1.55% | ||
| 10 | MORGAN STANLEY | 20,239 | 259,000 | 1.48% | ||
| 11 | Cetera Advisors LLC | 18,642 | 239,000 | 1.37% | ||
| 12 | FIRST UNITED BANK & TRUST | 15,360 | 196,000 | 1.12% | ||
| 13 | CITADEL ADVISORS LLC | 15,174 | 194,000 | 1.11% | ||
| 14 | WELLS FARGO & COMPANY/MN | 13,671 | 174,000 | 0.99% | ||
| 15 | ROYAL BANK OF CANADA | 12,238 | 156,000 | 0.89% | ||
| 16 | AXA S.A. | 11,350 | 145,000 | 0.83% | ||
| 17 | Winslow, Evans & Crocker, Inc. | 4,020 | 51,324 | 0.29% | ||
| 18 | NEXT Financial Group, Inc | 3,550 | 45,000 | 0.26% | ||
| 19 | JPMORGAN CHASE & CO | 3,247 | 41,000 | 0.23% | ||
| 20 | KANALY TRUST CO | 2,828 | 36,000 | 0.21% | ||
| 21 | Advisors Preferred, LLC | 2,703 | 35,000 | 0.20% | ||
| 22 | ADVISOR GROUP, INC. | 2,639 | 33,000 | 0.19% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,414 | 18,000 | 0.10% | ||
| 24 | BARCLAYS PLC | 1,000 | 13,000 | 0.07% | ||
| 25 | IFP ADVISORS, INC | 980 | 13,000 | 0.07% | ||
| 26 | LEE FINANCIAL CORP | 410 | 5,000 | 0.03% | ||
| 27 | CT Financial Advisors LLC | 180 | 2,298 | 0.01% | ||
| 28 | CUTLER GROUP LLC / CA | 187 | 2,000 | 0.01% | ||
| 29 | MSI Financial Services Inc | 193 | 2,000 | 0.01% | ||
| 30 | PNC FINANCIAL SERVICES GROUP, INC. | 124 | 2,000 | 0.01% | ||
| 31 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 115 | 1,000 | 0.01% | ||
| 32 | WFG Advisors, LP | 100 | 1,000 | 0.01% | ||
| 33 | Parallax Volatility Advisers, L.P. | 1 | 0 | 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.
