| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 360,864 | 8,895,000 | 29.12% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 359,359 | 8,858,000 | 29.00% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 104,303 | 2,571,000 | 8.42% | ||
| 4 | CORDA Investment Management, LLC. | 98,818 | 2,435,000 | 7.97% | ||
| 5 | UBS Group AG | 97,648 | 2,407,000 | 7.88% | ||
| 6 | DAY & ENNIS, LLC | 85,256 | 2,102,000 | 6.88% | ||
| 7 | ROYAL BANK OF CANADA | 40,303 | 993,000 | 3.25% | ||
| 8 | MORGAN STANLEY | 37,534 | 925,000 | 3.03% | ||
| 9 | Virtu KCG Holdings LLC | 35,172 | 867,000 | 2.84% | ||
| 10 | Mariner, LLC | 11,140 | 275,000 | 0.90% | ||
| 11 | IFP ADVISORS, INC | 2,415 | 60,000 | 0.20% | ||
| 12 | PROFICIO CAPITAL PARTNERS LLC | 2,405 | 59,000 | 0.19% | ||
| 13 | AMERICAN INTERNATIONAL GROUP, INC. | 2,369 | 58,000 | 0.19% | ||
| 14 | INTEGRATED WEALTH MANAGEMENT | 1,618 | 40,000 | 0.13% | ||
| 15 | BlackRock Investment Management, LLC | 120 | 3,000 | 0.01% |
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.
