| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 4,456,446 | 120,680,000 | 26.24% | ||
| 2 | MORGAN STANLEY | 1,889,355 | 51,164,000 | 11.13% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,673,422 | 45,316,000 | 9.85% | ||
| 4 | BB&T SECURITIES, LLC | 159,433 | 43,174,000 | 9.39% | ||
| 5 | Hefren-Tillotson, Inc. | 1,568,083 | 42,463,000 | 9.23% | ||
| 6 | BRINKER CAPITAL INC | 1,061,649 | 28,749,000 | 6.25% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 955,499 | 25,875,000 | 5.63% | ||
| 8 | UBS AG | 884,262 | 23,946,000 | 5.21% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 513,576 | 13,908,000 | 3.02% | ||
| 10 | Orion Porfolio Solutions, LLC | 455,610 | 12,338,000 | 2.68% | ||
| 11 | LPL Financial LLC | 446,054 | 11,882,000 | 2.58% | ||
| 12 | ROYAL BANK OF CANADA | 227,942 | 6,172,000 | 1.34% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 120,550 | 3,264,000 | 0.71% | ||
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 100,421 | 2,719,000 | 0.59% | ||
| 15 | Placemark Investments, Inc. | 91,752 | 2,485,000 | 0.54% | ||
| 16 | STIFEL FINANCIAL CORP | 90,414 | 2,448,000 | 0.53% | ||
| 17 | JANE STREET GROUP, LLC | 84,653 | 2,292,000 | 0.50% | ||
| 18 | Baker Avenue Asset Management, LP | 82,627 | 2,238,000 | 0.49% | ||
| 19 | Janney Montgomery Scott LLC | 69,990 | 1,895,336 | 0.41% | ||
| 20 | Virtu Financial LLC | 62,145 | 1,682,000 | 0.37% | ||
| 21 | First Heartland Consultants, Inc. | 60,516 | 1,639,000 | 0.36% | ||
| 22 | Commonwealth Equity Services, Inc | 54,767 | 1,483,000 | 0.32% | ||
| 23 | AMERICAN INTERNATIONAL GROUP, INC. | 48,882 | 1,323,724 | 0.29% | ||
| 24 | AMERIPRISE FINANCIAL INC | 41,534 | 1,125,000 | 0.24% | ||
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,863 | 971,000 | 0.21% | ||
| 26 | Regal Investment Advisors LLC | 32,867 | 890,000 | 0.19% | ||
| 27 | JPMORGAN CHASE & CO | 27,965 | 757,000 | 0.16% | ||
| 28 | BAROMETER CAPITAL MANAGEMENT INC. | 26,900 | 728,000 | 0.16% | ||
| 29 | First Allied Advisory Services, Inc. | 26,596 | 719,000 | 0.16% | ||
| 30 | BSW Wealth Partners | 19,248 | 521,000 | 0.11% | ||
| 31 | NIEMANN CAPITAL MANAGEMENT INC | 18,624 | 504,000 | 0.11% | ||
| 32 | M&T BANK CORP | 17,701 | 479,000 | 0.10% | ||
| 33 | Raymond James Financial Services Advisors, Inc. | 14,545 | 394,000 | 0.09% | ||
| 34 | NEW ENGLAND SECURITIES CORP /MA/ | 12,601 | 341,000 | 0.07% | ||
| 35 | DEUTSCHE BANK AG\ | 12,285 | 332,000 | 0.07% | ||
| 36 | Moors & Cabot, Inc. | 11,928 | 323,000 | 0.07% | ||
| 37 | SII INVESTMENTS INC/WI | 11,514 | 312,000 | 0.07% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 10,648 | 288,000 | 0.06% | ||
| 39 | Investors Capital Advisory Services | 9,959 | 269,000 | 0.06% | ||
| 40 | Mariner, LLC | 9,629 | 261,000 | 0.06% | ||
| 41 | SG Americas Securities, LLC | 9,076 | 246,000 | 0.05% | ||
| 42 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7,700 | 209,000 | 0.05% | ||
| 43 | NEXT Financial Group, Inc | 7,525 | 204,000 | 0.04% | ||
| 44 | Creative Planning | 6,524 | 177,000 | 0.04% | ||
| 45 | CITIGROUP INC | 4,519 | 122,000 | 0.03% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,629 | 98,000 | 0.02% | ||
| 47 | D.A. DAVIDSON & CO. | 2,780 | 75,000 | 0.02% | ||
| 48 | MSI Financial Services Inc | 2,208 | 60,000 | 0.01% | ||
| 49 | BESSEMER GROUP INC | 2,200 | 60,000 | 0.01% | ||
| 50 | Gradient Investments LLC | 2,186 | 59,000 | 0.01% |
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.
