| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 453,137 | 24,460,000 | 17.30% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 284,149 | 15,338,000 | 10.85% | ||
| 3 | UBS Group AG | 260,233 | 14,047,000 | 9.94% | ||
| 4 | MORGAN STANLEY | 202,249 | 10,917,000 | 7.72% | ||
| 5 | WELLS FARGO & COMPANY/MN | 195,938 | 10,576,000 | 7.48% | ||
| 6 | Brookstone Capital Management | 194,364 | 10,492,000 | 7.42% | ||
| 7 | AVIANCE CAPITAL MANAGEMENT, LLC | 192,214 | 10,376,000 | 7.34% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 130,511 | 7,045,000 | 4.98% | ||
| 9 | GOLDMAN SACHS GROUP INC | 50,000 | 2,699,000 | 1.91% | ||
| 10 | VICUS CAPITAL | 43,728 | 2,360,000 | 1.67% | ||
| 11 | First Allied Advisory Services, Inc. | 43,640 | 2,356,000 | 1.67% | ||
| 12 | BAROMETER CAPITAL MANAGEMENT INC. | 41,100 | 2,219,000 | 1.57% | ||
| 13 | SG Americas Securities, LLC | 39,104 | 2,111,000 | 1.49% | ||
| 14 | Tower Research Capital LLC (TRC) | 39,092 | 2,110,000 | 1.49% | ||
| 15 | BB&T SECURITIES, LLC | 41,576 | 1,966,000 | 1.39% | ||
| 16 | DARWIN WEALTH MANAGEMENT, LLC | 32,039 | 1,729,000 | 1.22% | ||
| 17 | SUNTRUST BANKS INC | 31,280 | 1,687,000 | 1.19% | ||
| 18 | Janney Montgomery Scott LLC | 31,102 | 1,679,000 | 1.19% | ||
| 19 | BANK HAPOALIM BM | 30,475 | 1,645,000 | 1.16% | ||
| 20 | LPL Financial LLC | 28,608 | 1,547,000 | 1.09% | ||
| 21 | Cetera Advisors LLC | 27,955 | 1,506,000 | 1.07% | ||
| 22 | DAVENPORT & Co LLC | 26,561 | 1,433,000 | 1.01% | ||
| 23 | ENVESTNET ASSET MANAGEMENT INC | 26,399 | 1,425,000 | 1.01% | ||
| 24 | BAIRD FINANCIAL GROUP, INC. | 20,822 | 1,124,000 | 0.79% | ||
| 25 | Cetera Advisor Networks LLC | 18,941 | 1,020,000 | 0.72% | ||
| 26 | LINCOLN NATIONAL CORP | 12,173 | 657,000 | 0.46% | ||
| 27 | Virtu KCG Holdings LLC | 11,425 | 617,000 | 0.44% | ||
| 28 | ROYAL BANK OF CANADA | 11,089 | 599,000 | 0.42% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 9,715 | 524,000 | 0.37% | ||
| 30 | HSBC HOLDINGS PLC | 8,980 | 485,000 | 0.34% | ||
| 31 | MSI Financial Services Inc | 7,816 | 422,000 | 0.30% | ||
| 32 | Commonwealth Equity Services, Inc | 7,803 | 421,000 | 0.30% | ||
| 33 | HOWE & RUSLING INC | 7,003 | 378,000 | 0.27% | ||
| 34 | Winfield Associates, Inc. | 6,800 | 367,000 | 0.26% | ||
| 35 | HighTower Advisors, LLC | 6,800 | 367,000 | 0.26% | ||
| 36 | OPPENHEIMER & CO INC | 6,784 | 366,000 | 0.26% | ||
| 37 | PRIVATE ADVISORY GROUP LLC | 6,634 | 358,000 | 0.25% | ||
| 38 | CITADEL ADVISORS LLC | 6,402 | 346,000 | 0.24% | ||
| 39 | Country Club Trust Company, n.a. | 5,581 | 301,000 | 0.21% | ||
| 40 | Atria Investments, Inc | 4,288 | 231,000 | 0.16% | ||
| 41 | PNC FINANCIAL SERVICES GROUP, INC. | 3,769 | 203,000 | 0.14% | ||
| 42 | Financial Architects, Inc | 3,175 | 171,000 | 0.12% | ||
| 43 | Creative Planning | 2,942 | 159,000 | 0.11% | ||
| 44 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,441 | 132,000 | 0.09% | ||
| 45 | CITIGROUP INC | 1,850 | 100,000 | 0.07% | ||
| 46 | VALLEY NATIONAL ADVISERS INC | 1,482 | 80,000 | 0.06% | ||
| 47 | ADVISOR GROUP, INC. | 1,408 | 76,000 | 0.05% | ||
| 48 | FIFTH THIRD BANCORP | 788 | 43,000 | 0.03% | ||
| 49 | NEXT Financial Group, Inc | 563 | 30,000 | 0.02% | ||
| 50 | CWM, LLC | 501 | 27,000 | 0.02% |
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.
