| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32,802 | 2,017,000 | 30.12% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 32,640 | 2,007,000 | 29.97% | ||
| 3 | CITADEL ADVISORS LLC | 26,556 | 1,633,000 | 24.38% | ||
| 4 | Kingfisher Capital LLC | 11,069 | 618,000 | 9.23% | ||
| 5 | INTEGRATED WEALTH MANAGEMENT | 3,107 | 191,000 | 2.85% | ||
| 6 | MORGAN STANLEY | 2,257 | 139,000 | 2.08% | ||
| 7 | BANK OF MONTREAL /CAN/ | 437 | 27,000 | 0.40% | ||
| 8 | ROYAL BANK OF CANADA | 404 | 25,000 | 0.37% | ||
| 9 | Vantage Investment Advisors, LLC | 397 | 24,000 | 0.36% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 133 | 8,000 | 0.12% | ||
| 11 | Creative Planning | 85 | 5,000 | 0.07% | ||
| 12 | Gemmer Asset Management LLC | 25 | 2,000 | 0.03% | ||
| 13 | MOISAND FITZGERALD TAMAYO, LLC | 15 | 1,000 | 0.01% | ||
| 14 | Parallax Volatility Advisers, L.P. | 1 | 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.
