| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Advisory, Inc. | 4,364,645 | 212,253,000 | 51.62% | ||
| 2 | RiverFront Investment Group, LLC | 1,052,630 | 51,189,000 | 12.45% | ||
| 3 | AVIANCE CAPITAL MANAGEMENT, LLC | 654,600 | 31,833,000 | 7.74% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 453,875 | 22,157,000 | 5.39% | ||
| 5 | MORGAN STANLEY | 347,086 | 16,879,000 | 4.10% | ||
| 6 | Bank of New York Mellon Corp | 316,438 | 15,388,000 | 3.74% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 224,603 | 10,922,000 | 2.66% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 202,129 | 9,830,000 | 2.39% | ||
| 9 | Neuberger Berman Group LLC | 193,600 | 9,415,000 | 2.29% | ||
| 10 | CURIAN CAPITAL LLC | 189,730 | 9,227,000 | 2.24% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 97,469 | 4,740,000 | 1.15% | ||
| 12 | BB&T SECURITIES, LLC | 70,935 | 3,449,000 | 0.84% | ||
| 13 | HANCOCK WHITNEY CORP | 57,071 | 2,799,000 | 0.68% | ||
| 14 | ROYAL BANK OF CANADA | 51,625 | 2,510,000 | 0.61% | ||
| 15 | LPL Financial LLC | 45,286 | 2,194,000 | 0.53% | ||
| 16 | UBS Group AG | 28,738 | 1,397,000 | 0.34% | ||
| 17 | SCHRODER INVESTMENT MANAGEMENT GROUP | 20,895 | 1,014,000 | 0.25% | ||
| 18 | Commonwealth Equity Services, Inc | 14,341 | 697,000 | 0.17% | ||
| 19 | CYPRESS WEALTH ADVISORS LLC | 14,285 | 695,000 | 0.17% | ||
| 20 | M&T BANK CORP | 7,353 | 358,000 | 0.09% | ||
| 21 | MANAGED ACCOUNT ADVISORS LLC | 7,199 | 350,000 | 0.09% | ||
| 22 | Janney Montgomery Scott LLC | 5,903 | 287,063 | 0.07% | ||
| 23 | Yorktown Management & Research Co Inc | 5,800 | 282,000 | 0.07% | ||
| 24 | AMERICAN INTERNATIONAL GROUP, INC. | 4,904 | 238,482 | 0.06% | ||
| 25 | NEXT Financial Group, Inc | 4,544 | 220,000 | 0.05% | ||
| 26 | AMERIPRISE FINANCIAL INC | 4,476 | 218,000 | 0.05% | ||
| 27 | ACG Wealth | 4,395 | 214,000 | 0.05% | ||
| 28 | GOLDMAN SACHS GROUP INC | 4,214 | 205,000 | 0.05% | ||
| 29 | ASSET PLANNING SERVICES, LTD. | 2,029 | 99,000 | 0.02% | ||
| 30 | TRUST CO | 1,850 | 90,000 | 0.02% | ||
| 31 | MSI Financial Services Inc | 775 | 38,000 | 0.01% | ||
| 32 | WFG Advisors, LP | 200 | 10,000 | 0.00% | ||
| 33 | Hudock, Inc. | 172 | 8,000 | 0.00% | ||
| 34 | Jefferies Group LLC | 106 | 5,000 | 0.00% | ||
| 35 | WEALTHFRONT CORP | 9 | 0 | 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.
