| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TIEDEMANN TRUST CO | 557,855 | 14,214,000 | 10.15% | ||
| 2 | COHEN & STEERS, INC. | 505,420 | 12,878,000 | 9.19% | ||
| 3 | Advisors Asset Management, Inc. | 417,738 | 10,644,000 | 7.60% | ||
| 4 | MORGAN STANLEY | 397,427 | 10,126,000 | 7.23% | ||
| 5 | SIT INVESTMENT ASSOCIATES INC | 363,622 | 9,265,000 | 6.61% | ||
| 6 | LLBH PRIVATE WEALTH MANAGEMENT, LLC | 337,758 | 8,606,000 | 6.14% | ||
| 7 | GUGGENHEIM CAPITAL LLC | 337,486 | 8,599,000 | 6.14% | ||
| 8 | Invesco Ltd. | 289,715 | 7,382,000 | 5.27% | ||
| 9 | WELLS FARGO & COMPANY/MN | 225,424 | 5,743,000 | 4.10% | ||
| 10 | Riggs Asset Managment Co. Inc. | 210,973 | 5,376,000 | 3.84% | ||
| 11 | Jacobus Wealth Management, Inc. | 167,200 | 4,260,000 | 3.04% | ||
| 12 | AVALON CAPITAL MANAGEMENT | 145,796 | 3,715,000 | 2.65% | ||
| 13 | BAIRD FINANCIAL GROUP, INC. | 122,688 | 3,126,000 | 2.23% | ||
| 14 | BOKF, NA | 99,724 | 2,541,000 | 1.81% | ||
| 15 | Allen Investment Management, LLC | 96,940 | 2,470,000 | 1.76% | ||
| 16 | LPL Financial LLC | 98,477 | 2,457,000 | 1.75% | ||
| 17 | TIEDEMANN ADVISORS, LLC | 92,275 | 2,351,000 | 1.68% | ||
| 18 | Garrison Asset Management, LLC | 89,884 | 2,290,000 | 1.63% | ||
| 19 | UBS Group AG | 78,031 | 1,988,000 | 1.42% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 73,075 | 1,861,000 | 1.33% | ||
| 21 | MONROE BANK & TRUST/MI | 71,144 | 1,813,000 | 1.29% | ||
| 22 | BOSTON FINANCIAL MANGEMENT LLC | 65,805 | 1,677,000 | 1.20% | ||
| 23 | ROYAL BANK OF CANADA | 60,423 | 1,540,000 | 1.10% | ||
| 24 | Concert Wealth Management Inc. | 56,107 | 1,432,000 | 1.02% | ||
| 25 | HOCHMAN COLE INVESTMENT ADVISORS, INC. | 55,128 | 1,405,000 | 1.00% | ||
| 26 | UMB Bank, n.a. | 54,946 | 1,400,000 | 1.00% | ||
| 27 | BANK OF AMERICA CORP /DE/ | 49,249 | 1,254,000 | 0.90% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 44,049 | 1,122,000 | 0.80% | ||
| 29 | Commonwealth Equity Services, Inc | 37,344 | 952,000 | 0.68% | ||
| 30 | DOLIVER ADVISORS, LP | 34,917 | 890,000 | 0.64% | ||
| 31 | Investors Capital Advisory Services | 24,922 | 635,000 | 0.45% | ||
| 32 | BUSH ODONNELL INVESTMENT ADVISORS INC | 24,725 | 630,000 | 0.45% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 23,489 | 599,000 | 0.43% | ||
| 34 | Winslow, Evans & Crocker, Inc. | 17,916 | 456,472 | 0.33% | ||
| 35 | STIFEL FINANCIAL CORP | 17,566 | 448,000 | 0.32% | ||
| 36 | Private Advisor Group, LLC | 16,705 | 417,000 | 0.30% | ||
| 37 | WEDBUSH SECURITIES INC | 16,062 | 409,000 | 0.29% | ||
| 38 | MOSAIC FAMILY WEALTH, LLC | 14,235 | 363,000 | 0.26% | ||
| 39 | CREDIT SUISSE AG/ | 13,485 | 344,000 | 0.25% | ||
| 40 | Ancora Advisors LLC | 12,911 | 329,000 | 0.23% | ||
| 41 | STEPHENS INC /AR/ | 12,434 | 317,000 | 0.23% | ||
| 42 | OTA Financial Group L.P. | 11,447 | 291,000 | 0.21% | ||
| 43 | GREAT AMERICAN GROUP, INC. | 9,561 | 244,000 | 0.17% | ||
| 44 | IFC Holdings Incorporated/FL | 8,812 | 225,000 | 0.16% | ||
| 45 | KRILOGY FINANCIAL LLC | 7,330 | 187,000 | 0.13% | ||
| 46 | NEXT Financial Group, Inc | 6,321 | 161,000 | 0.11% | ||
| 47 | GENEOS WEALTH MANAGEMENT INC. | 4,597 | 117,000 | 0.08% | ||
| 48 | CITIGROUP INC | 3,720 | 95,000 | 0.07% | ||
| 49 | MSI Financial Services Inc | 2,973 | 76,000 | 0.05% | ||
| 50 | ADVISOR GROUP, INC. | 2,875 | 72,000 | 0.05% |
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.
