| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 282,509 | 2,689,000 | 18.51% | ||
| 2 | Advisors Asset Management, Inc. | 240,579 | 2,288,000 | 15.75% | ||
| 3 | Commonwealth Equity Services, Inc | 138,500 | 1,319,000 | 9.08% | ||
| 4 | Tortoise Investment Management, LLC | 134,283 | 1,278,000 | 8.80% | ||
| 5 | WELLS FARGO & COMPANY/MN | 102,285 | 974,000 | 6.71% | ||
| 6 | WHITTIER TRUST CO | 102,038 | 971,000 | 6.68% | ||
| 7 | WHITTIER TRUST CO OF NEVADA INC | 97,251 | 926,000 | 6.37% | ||
| 8 | FIRST TRUST ADVISORS LP | 86,741 | 826,000 | 5.69% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 63,149 | 601,000 | 4.14% | ||
| 10 | UBS AG | 40,783 | 388,000 | 2.67% | ||
| 11 | KMS FINANCIAL SERVICES, INC | 31,500 | 300,000 | 2.07% | ||
| 12 | CIBC Private Wealth Group LLC | 29,300 | 278,000 | 1.91% | ||
| 13 | LPL Financial LLC | 28,871 | 275,000 | 1.89% | ||
| 14 | NWAM LLC | 28,219 | 269,000 | 1.85% | ||
| 15 | Robert W. Baird & Co. Inc | 20,194 | 192,000 | 1.32% | ||
| 16 | ProVise Management Group, LLC | 16,800 | 160,000 | 1.10% | ||
| 17 | Stratford Consulting, LLC | 16,416 | 156,000 | 1.07% | ||
| 18 | FOSTER & MOTLEY INC | 13,000 | 124,000 | 0.85% | ||
| 19 | CITY HOLDING CO | 10,780 | 103,000 | 0.71% | ||
| 20 | SIT INVESTMENT ASSOCIATES INC | 10,000 | 95,000 | 0.65% | ||
| 21 | BENJAMIN F. EDWARDS & COMPANY, INC. | 9,640 | 92,000 | 0.63% | ||
| 22 | BANK OF AMERICA CORP /DE/ | 8,228 | 78,000 | 0.54% | ||
| 23 | US BANCORP \DE\ | 5,925 | 56,000 | 0.39% | ||
| 24 | Baltimore-Washington Financial Advisors, Inc. | 4,145 | 39,000 | 0.27% | ||
| 25 | Community Financial Services Group, LLC | 3,950 | 38,000 | 0.26% | ||
| 26 | KANALY TRUST CO | 1,147 | 11,000 | 0.08% |
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.
