| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 356,621 | 8,976,000 | 31.01% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 355,130 | 8,939,000 | 30.88% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 174,516 | 4,393,000 | 15.18% | ||
| 4 | MORGAN STANLEY | 70,108 | 1,765,000 | 6.10% | ||
| 5 | Raymond James Financial Services Advisors, Inc. | 55,526 | 1,398,000 | 4.83% | ||
| 6 | Virtu KCG Holdings LLC | 44,644 | 1,124,000 | 3.88% | ||
| 7 | ROYAL BANK OF CANADA | 40,100 | 1,010,000 | 3.49% | ||
| 8 | UBS Group AG | 23,835 | 600,000 | 2.07% | ||
| 9 | VICUS CAPITAL | 14,612 | 368,000 | 1.27% | ||
| 10 | GW HENSSLER & ASSOCIATES LTD | 12,820 | 323,000 | 1.12% | ||
| 11 | INTEGRATED WEALTH MANAGEMENT | 1,592 | 40,000 | 0.14% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 144 | 4,000 | 0.01% | ||
| 13 | BlackRock Investment Management, LLC | 119 | 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.
