| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 4,655,140 | 92,404,000 | 52.28% | ||
| 2 | BB&T SECURITIES, LLC | 328,676 | 65,242,000 | 36.91% | ||
| 3 | MORGAN STANLEY | 279,911 | 5,557,000 | 3.14% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 246,684 | 4,897,000 | 2.77% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 174,543 | 3,465,000 | 1.96% | ||
| 6 | SCHRODER INVESTMENT MANAGEMENT GROUP | 83,275 | 1,653,009 | 0.94% | ||
| 7 | LPL Financial LLC | 33,475 | 664,000 | 0.38% | ||
| 8 | Virtu KCG Holdings LLC | 30,148 | 598,000 | 0.34% | ||
| 9 | Transamerica Financial Advisors, LLC | 23,260 | 462,000 | 0.26% | ||
| 10 | ROYAL BANK OF CANADA | 19,186 | 381,000 | 0.22% | ||
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,236 | 283,000 | 0.16% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 14,055 | 279,000 | 0.16% | ||
| 13 | Cetera Advisors LLC | 13,635 | 271,000 | 0.15% | ||
| 14 | NATIONAL PLANNING CORP | 11,581 | 230,000 | 0.13% | ||
| 15 | AMERICAN INTERNATIONAL GROUP, INC. | 9,856 | 195,642 | 0.11% | ||
| 16 | CITIGROUP INC | 5,500 | 109,000 | 0.06% | ||
| 17 | Waverly Advisors, LLC | 717 | 14,000 | 0.01% | ||
| 18 | PRIVATE TRUST CO NA | 700 | 14,000 | 0.01% | ||
| 19 | Hudock, Inc. | 712 | 14,000 | 0.01% | ||
| 20 | FIFTH THIRD BANCORP | 500 | 10,000 | 0.01% | ||
| 21 | UBS AG | 283 | 6,000 | 0.00% | ||
| 22 | Creative Planning | 272 | 5,000 | 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.
