| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 207,362 | 12,693,000 | 25.27% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 203,117 | 12,433,000 | 24.75% | ||
| 3 | MORGAN STANLEY | 128,691 | 7,877,000 | 15.68% | ||
| 4 | WELLS FARGO & COMPANY/MN | 104,754 | 6,412,000 | 12.76% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 34,347 | 2,102,000 | 4.18% | ||
| 6 | UBS AG | 25,359 | 1,552,000 | 3.09% | ||
| 7 | JPMORGAN CHASE & CO | 21,710 | 1,329,000 | 2.65% | ||
| 8 | LPL Financial LLC | 21,431 | 1,319,000 | 2.63% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 21,544 | 1,319,000 | 2.63% | ||
| 10 | AMERICAN INTERNATIONAL GROUP, INC. | 20,981 | 1,284,248 | 2.56% | ||
| 11 | ROYAL BANK OF CANADA | 14,371 | 880,000 | 1.75% | ||
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,650 | 407,000 | 0.81% | ||
| 13 | Cypress Capital Group | 3,991 | 244,000 | 0.49% | ||
| 14 | AMERIPRISE FINANCIAL INC | 3,607 | 221,000 | 0.44% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,263 | 79,000 | 0.16% | ||
| 16 | NEW ENGLAND SECURITIES CORP /MA/ | 1,041 | 64,000 | 0.13% | ||
| 17 | DEUTSCHE BANK AG\ | 204 | 12,000 | 0.02% | ||
| 18 | WFG Advisors, LP | 111 | 7,000 | 0.01% | ||
| 19 | MSI Financial Services Inc | 32 | 2,000 | 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.
