| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 3,042,963 | 101,452,000 | 32.26% | ||
| 2 | LPL Financial LLC | 881,879 | 29,411,000 | 9.35% | ||
| 3 | RAYMOND JAMES & ASSOCIATES | 823,312 | 27,449,000 | 8.73% | ||
| 4 | HighTower Advisors, LLC | 613,531 | 20,470,000 | 6.51% | ||
| 5 | MORGAN STANLEY | 599,166 | 19,976,000 | 6.35% | ||
| 6 | UBS Group AG | 548,834 | 18,298,000 | 5.82% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 454,143 | 15,141,000 | 4.81% | ||
| 8 | WELLS FARGO & COMPANY/MN | 290,037 | 9,670,000 | 3.07% | ||
| 9 | GOLDMAN SACHS GROUP INC | 267,572 | 8,921,000 | 2.84% | ||
| 10 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 205,961 | 6,867,000 | 2.18% | ||
| 11 | Invesco Ltd. | 190,200 | 6,341,000 | 2.02% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 172,919 | 5,765,000 | 1.83% | ||
| 13 | BB&T SECURITIES, LLC | 159,585 | 5,320,000 | 1.69% | ||
| 14 | ROYAL BANK OF CANADA | 116,897 | 3,897,000 | 1.24% | ||
| 15 | CARDAN CAPITAL PARTNERS, LLC | 106,409 | 3,548,000 | 1.13% | ||
| 16 | NATIONAL PLANNING CORP | 97,159 | 3,245,000 | 1.03% | ||
| 17 | Commonwealth Equity Services, Inc | 86,943 | 2,899,000 | 0.92% | ||
| 18 | HSBC HOLDINGS PLC | 79,101 | 2,637,000 | 0.84% | ||
| 19 | Janney Montgomery Scott LLC | 67,616 | 2,254,000 | 0.72% | ||
| 20 | VICUS CAPITAL | 67,181 | 2,240,000 | 0.71% | ||
| 21 | Raymond James Financial Services Advisors, Inc. | 53,450 | 1,782,000 | 0.57% | ||
| 22 | CEDAR CAPITAL, LLC | 43,038 | 1,435,000 | 0.46% | ||
| 23 | STIFEL FINANCIAL CORP | 37,453 | 1,249,000 | 0.40% | ||
| 24 | Simplicity Solutions, LLC | 30,296 | 1,010,056 | 0.32% | ||
| 25 | AMERICAN INTERNATIONAL GROUP, INC. | 29,235 | 975,000 | 0.31% | ||
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,161 | 972,000 | 0.31% | ||
| 27 | HIGH POINT BANK & TRUST CO | 28,753 | 958,000 | 0.30% | ||
| 28 | Dynamic Advisor Solutions LLC | 26,718 | 891,000 | 0.28% | ||
| 29 | AMERIPRISE FINANCIAL INC | 26,639 | 888,000 | 0.28% | ||
| 30 | MSI Financial Services Inc | 25,584 | 853,000 | 0.27% | ||
| 31 | Sigma Planning Corp | 23,183 | 773,000 | 0.25% | ||
| 32 | Baker Avenue Asset Management, LP | 21,036 | 701,000 | 0.22% | ||
| 33 | Legacy Private Trust Co. | 16,590 | 553,000 | 0.18% | ||
| 34 | Manchester Capital Management LLC | 13,942 | 465,000 | 0.15% | ||
| 35 | Private Advisor Group, LLC | 13,672 | 456,000 | 0.14% | ||
| 36 | Orca Investment Management, LLC | 11,668 | 389,000 | 0.12% | ||
| 37 | SIGNATUREFD, LLC | 11,089 | 370,000 | 0.12% | ||
| 38 | LAUREL WEALTH ADVISORS, INC. | 11,000 | 367,000 | 0.12% | ||
| 39 | Stratos Wealth Partners, LTD. | 10,139 | 338,000 | 0.11% | ||
| 40 | Cambridge Investment Research Advisors, Inc. | 9,617 | 321,000 | 0.10% | ||
| 41 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9,357 | 312,000 | 0.10% | ||
| 42 | AXA S.A. | 9,030 | 301,000 | 0.10% | ||
| 43 | Essex Financial Services, Inc. | 8,740 | 291,000 | 0.09% | ||
| 44 | SII INVESTMENTS INC/WI | 7,499 | 248,000 | 0.08% | ||
| 45 | Mariner, LLC | 7,000 | 233,000 | 0.07% | ||
| 46 | Cetera Advisor Networks LLC | 6,635 | 221,000 | 0.07% | ||
| 47 | NORTHERN TRUST CORP | 6,142 | 205,000 | 0.07% | ||
| 48 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 5,375 | 179,000 | 0.06% | ||
| 49 | IFP ADVISORS, INC | 4,727 | 158,000 | 0.05% | ||
| 50 | CWM, LLC | 3,812 | 127,000 | 0.04% |
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.
