| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 3,764,804 | 104,398,000 | 18.42% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,212,272 | 89,076,000 | 15.72% | ||
| 3 | BB&T SECURITIES, LLC | 152,620 | 42,321,000 | 7.47% | ||
| 4 | MORGAN STANLEY | 1,317,344 | 36,530,000 | 6.45% | ||
| 5 | Sand Hill Global Advisors, LLC | 1,250,815 | 34,685,000 | 6.12% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,227,614 | 34,042,000 | 6.01% | ||
| 7 | Lenox Wealth Advisors, LLC | 1,056,040 | 29,284,000 | 5.17% | ||
| 8 | UBS AG | 822,052 | 22,796,000 | 4.02% | ||
| 9 | PINNACLE ASSOCIATES LTD | 680,654 | 18,875,000 | 3.33% | ||
| 10 | Callan Capital, LLC | 629,087 | 17,445,000 | 3.08% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 508,880 | 14,111,000 | 2.49% | ||
| 12 | Goelzer Investment Management, Inc. | 433,255 | 12,014,000 | 2.12% | ||
| 13 | SG Americas Securities, LLC | 399,500 | 11,078,000 | 1.95% | ||
| 14 | HighTower Advisors, LLC | 346,905 | 9,620,000 | 1.70% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 337,966 | 9,372,000 | 1.65% | ||
| 16 | OPPENHEIMER & CO INC | 308,276 | 8,548,000 | 1.51% | ||
| 17 | Geller Advisors LLC | 298,150 | 8,268,000 | 1.46% | ||
| 18 | DEUTSCHE BANK AG\ | 277,977 | 7,707,000 | 1.36% | ||
| 19 | ENVESTNET ASSET MANAGEMENT INC | 248,519 | 6,891,000 | 1.22% | ||
| 20 | LPL Financial LLC | 226,711 | 6,221,000 | 1.10% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 207,832 | 5,763,000 | 1.02% | ||
| 22 | Placemark Investments, Inc. | 197,430 | 5,475,000 | 0.97% | ||
| 23 | Coyle Financial Counsel LLC | 160,767 | 4,458,000 | 0.79% | ||
| 24 | Orion Porfolio Solutions, LLC | 138,000 | 3,827,000 | 0.68% | ||
| 25 | Commonwealth Equity Services, Inc | 133,039 | 3,689,000 | 0.65% | ||
| 26 | JANE STREET GROUP, LLC | 91,420 | 2,535,000 | 0.45% | ||
| 27 | Mirae Asset Global Investments Co., Ltd. | 91,130 | 2,527,000 | 0.45% | ||
| 28 | AMERIPRISE FINANCIAL INC | 83,389 | 2,312,000 | 0.41% | ||
| 29 | AVALON CAPITAL MANAGEMENT | 82,193 | 2,279,000 | 0.40% | ||
| 30 | DAVIDSON & GARRARD INC | 66,890 | 1,855,000 | 0.33% | ||
| 31 | GOLDMAN SACHS GROUP INC | 37,475 | 1,039,000 | 0.18% | ||
| 32 | Archford Capital Strategies, LLC | 36,285 | 1,006,000 | 0.18% | ||
| 33 | Stadion Money Management, LLC | 35,475 | 984,000 | 0.17% | ||
| 34 | WEALTHCARE CAPITAL MANAGEMENT LLC | 34,656 | 961,000 | 0.17% | ||
| 35 | Fusion Investment Group, LLC | 32,346 | 897,000 | 0.16% | ||
| 36 | ROYAL BANK OF CANADA | 22,394 | 621,000 | 0.11% | ||
| 37 | NORTHERN TRUST CORP | 22,332 | 619,000 | 0.11% | ||
| 38 | Hefren-Tillotson, Inc. | 16,924 | 469,000 | 0.08% | ||
| 39 | COLONY GROUP LLC | 16,738 | 464,000 | 0.08% | ||
| 40 | IFC Holdings Incorporated/FL | 14,050 | 391,000 | 0.07% | ||
| 41 | AMERICAN INTERNATIONAL GROUP, INC. | 13,758 | 381,509 | 0.07% | ||
| 42 | RAYMOND JAMES TRUST N.A. | 10,216 | 283,000 | 0.05% | ||
| 43 | FCG ADVISORS, LLC | 10,350 | 267,000 | 0.05% | ||
| 44 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,661 | 185,000 | 0.03% | ||
| 45 | Regal Investment Advisors LLC | 3,244 | 90,000 | 0.02% | ||
| 46 | CITIGROUP INC | 1,450 | 40,000 | 0.01% | ||
| 47 | Waverly Advisors, LLC | 1,332 | 37,000 | 0.01% | ||
| 48 | Hudock, Inc. | 585 | 16,000 | 0.00% | ||
| 49 | FARMERS & MERCHANTS INVESTMENTS INC | 416 | 12,000 | 0.00% | ||
| 50 | BANK OF MONTREAL /CAN/ | 310 | 9,000 | 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.
