| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 4,767,501 | 94,920,000 | 50.29% | ||
| 2 | BB&T SECURITIES, LLC | 355,234 | 70,727,000 | 37.47% | ||
| 3 | MORGAN STANLEY | 384,088 | 7,647,000 | 4.05% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 262,351 | 5,223,000 | 2.77% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 174,667 | 3,478,000 | 1.84% | ||
| 6 | Callan Capital, LLC | 77,000 | 1,533,000 | 0.81% | ||
| 7 | Good Harbor Financial, LLC | 54,911 | 1,093,000 | 0.58% | ||
| 8 | LPL Financial LLC | 33,014 | 649,000 | 0.34% | ||
| 9 | DIVIDEND ASSETS CAPITAL, LLC | 25,335 | 504,000 | 0.27% | ||
| 10 | Transamerica Financial Advisors, LLC | 24,799 | 494,000 | 0.26% | ||
| 11 | ROYAL BANK OF CANADA | 20,574 | 410,000 | 0.22% | ||
| 12 | AMERICAN INTERNATIONAL GROUP, INC. | 19,861 | 395,433 | 0.21% | ||
| 13 | Cetera Advisors LLC | 18,466 | 367,000 | 0.19% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 17,840 | 355,000 | 0.19% | ||
| 15 | AMERICAN FINANCIAL GROUP INC | 15,162 | 302,000 | 0.16% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 14,531 | 289,000 | 0.15% | ||
| 17 | CITIGROUP INC | 5,500 | 110,000 | 0.06% | ||
| 18 | WELLS FARGO & COMPANY/MN | 4,309 | 86,000 | 0.05% | ||
| 19 | Private Advisor Group, LLC | 3,265 | 65,000 | 0.03% | ||
| 20 | UBS AG | 1,723 | 34,000 | 0.02% | ||
| 21 | Waverly Advisors, LLC | 1,271 | 25,000 | 0.01% | ||
| 22 | Hudock, Inc. | 808 | 16,000 | 0.01% | ||
| 23 | PRIVATE TRUST CO NA | 700 | 14,000 | 0.01% | ||
| 24 | FIFTH THIRD BANCORP | 500 | 10,000 | 0.01% | ||
| 25 | 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.
