| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 4,761,890 | 115,190,000 | 67.95% | ||
| 2 | RAYMOND JAMES & ASSOCIATES | 1,261,022 | 30,504,000 | 17.99% | ||
| 3 | BB&T SECURITIES, LLC | 322,125 | 7,792,000 | 4.60% | ||
| 4 | MORGAN STANLEY | 149,989 | 3,629,000 | 2.14% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 135,389 | 3,275,000 | 1.93% | ||
| 6 | ROYAL BANK OF CANADA | 128,612 | 3,111,000 | 1.84% | ||
| 7 | JANE STREET GROUP, LLC | 51,451 | 1,245,000 | 0.73% | ||
| 8 | Cetera Advisors LLC | 38,815 | 937,000 | 0.55% | ||
| 9 | Virtu KCG Holdings LLC | 33,449 | 809,000 | 0.48% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 31,365 | 759,000 | 0.45% | ||
| 11 | BANK OF MONTREAL /CAN/ | 24,405 | 590,000 | 0.35% | ||
| 12 | Raymond James Financial Services Advisors, Inc. | 22,644 | 548,000 | 0.32% | ||
| 13 | UBS Group AG | 22,598 | 547,000 | 0.32% | ||
| 14 | FDx Advisors, Inc. | 8,916 | 216,000 | 0.13% | ||
| 15 | AMERICAN INTERNATIONAL GROUP, INC. | 5,871 | 142,000 | 0.08% | ||
| 16 | SIGNATUREFD, LLC | 4,936 | 119,000 | 0.07% | ||
| 17 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 1,361 | 33,000 | 0.02% | ||
| 18 | Hudock, Inc. | 940 | 22,000 | 0.01% | ||
| 19 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 796 | 19,000 | 0.01% | ||
| 20 | Winch Advisory Services, LLC | 760 | 18,000 | 0.01% | ||
| 21 | WELLS FARGO & COMPANY/MN | 561 | 14,000 | 0.01% | ||
| 22 | Creative Planning | 339 | 8,000 | 0.00% | ||
| 23 | IFP ADVISORS, INC | 126 | 3,000 | 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.
