| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 627,620 | 31,399,000 | 22.86% | ||
| 2 | Morningstar Investment Services LLC | 523,621 | 26,197,000 | 19.08% | ||
| 3 | LPL Financial LLC | 444,882 | 22,257,000 | 16.21% | ||
| 4 | BB&T SECURITIES, LLC | 21,386 | 10,699,000 | 7.79% | ||
| 5 | MORGAN STANLEY | 178,726 | 8,942,000 | 6.51% | ||
| 6 | BESSEMER GROUP INC | 160,000 | 8,005,000 | 5.83% | ||
| 7 | BRANDES INVESTMENT PARTNERS, LP | 140,896 | 7,049,000 | 5.13% | ||
| 8 | Bank of New York Mellon Corp | 56,356 | 2,819,000 | 2.05% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 42,633 | 2,133,000 | 1.55% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 36,266 | 1,815,000 | 1.32% | ||
| 11 | HSBC HOLDINGS PLC | 35,490 | 1,775,000 | 1.29% | ||
| 12 | JANE STREET GROUP, LLC | 32,592 | 1,631,000 | 1.19% | ||
| 13 | Cetera Advisors LLC | 31,932 | 1,615,000 | 1.18% | ||
| 14 | WELLS FARGO & COMPANY/MN | 23,545 | 1,178,000 | 0.86% | ||
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,369 | 1,169,000 | 0.85% | ||
| 16 | UBS AG | 19,212 | 961,000 | 0.70% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 19,151 | 958,000 | 0.70% | ||
| 18 | ROYAL BANK OF CANADA | 16,891 | 845,000 | 0.62% | ||
| 19 | Commonwealth Equity Services, Inc | 15,067 | 754,000 | 0.55% | ||
| 20 | ROBERTS GLORE & CO INC /IL/ | 14,517 | 726,000 | 0.53% | ||
| 21 | CREDIT SUISSE AG/ | 13,345 | 667,000 | 0.49% | ||
| 22 | Brookstone Capital Management | 12,477 | 624,000 | 0.45% | ||
| 23 | Placemark Investments, Inc. | 12,419 | 621,000 | 0.45% | ||
| 24 | Virtu KCG Holdings LLC | 12,045 | 603,000 | 0.44% | ||
| 25 | HM PAYSON & CO | 11,460 | 573,000 | 0.42% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 8,492 | 425,000 | 0.31% | ||
| 27 | AVIANCE CAPITAL MANAGEMENT, LLC | 7,506 | 376,000 | 0.27% | ||
| 28 | AMERICAN INTERNATIONAL GROUP, INC. | 3,918 | 196,007 | 0.14% | ||
| 29 | Hanson & Doremus Investment Management | 1,550 | 78,000 | 0.06% | ||
| 30 | PNC FINANCIAL SERVICES GROUP, INC. | 1,235 | 62,000 | 0.05% | ||
| 31 | CITIGROUP INC | 1,025 | 52,000 | 0.04% | ||
| 32 | DEUTSCHE BANK AG\ | 1,000 | 50,000 | 0.04% | ||
| 33 | Creative Planning | 600 | 30,000 | 0.02% | ||
| 34 | JNBA Financial Advisors | 250 | 13,000 | 0.01% | ||
| 35 | SIGNATUREFD, LLC | 232 | 12,000 | 0.01% | ||
| 36 | People's United Financial, Inc. | 191 | 10,000 | 0.01% | ||
| 37 | BOSTON PRIVATE BANK & TRUST CO | 130 | 7,000 | 0.01% | ||
| 38 | FIFTH THIRD BANCORP | 100 | 5,000 | 0.00% | ||
| 39 | AMERIPRISE FINANCIAL INC | 65 | 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.
