| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 359,952 | 8,921,000 | 34.36% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 358,449 | 8,884,000 | 34.22% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 99,783 | 2,473,000 | 9.53% | ||
| 4 | MORGAN STANLEY | 58,320 | 1,445,000 | 5.57% | ||
| 5 | Virtu KCG Holdings LLC | 52,647 | 1,305,000 | 5.03% | ||
| 6 | UBS Group AG | 48,667 | 1,206,000 | 4.65% | ||
| 7 | ROYAL BANK OF CANADA | 42,397 | 1,051,000 | 4.05% | ||
| 8 | Mariner, LLC | 11,410 | 283,000 | 1.09% | ||
| 9 | CITADEL ADVISORS LLC | 9,331 | 231,000 | 0.89% | ||
| 10 | PROFICIO CAPITAL PARTNERS LLC | 2,407 | 60,000 | 0.23% | ||
| 11 | AMERICAN INTERNATIONAL GROUP, INC. | 2,349 | 58,000 | 0.22% | ||
| 12 | INTEGRATED WEALTH MANAGEMENT | 1,610 | 40,000 | 0.15% | ||
| 13 | BlackRock Investment Management, LLC | 120 | 3,000 | 0.01% | ||
| 14 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | 30 | 1,000 | 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.
