| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 366,328 | 9,177,000 | 24.41% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 364,739 | 9,137,000 | 24.30% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 185,812 | 4,655,000 | 12.38% | ||
| 4 | Raymond James Financial Services Advisors, Inc. | 149,656 | 3,749,000 | 9.97% | ||
| 5 | UBS Group AG | 127,995 | 3,206,000 | 8.53% | ||
| 6 | MORGAN STANLEY | 97,791 | 2,450,000 | 6.52% | ||
| 7 | Virtu KCG Holdings LLC | 77,241 | 1,935,000 | 5.15% | ||
| 8 | ROYAL BANK OF CANADA | 48,951 | 1,226,000 | 3.26% | ||
| 9 | JANE STREET GROUP, LLC | 33,082 | 829,000 | 2.20% | ||
| 10 | Bank of New York Mellon Corp | 22,135 | 554,000 | 1.47% | ||
| 11 | VICUS CAPITAL | 15,443 | 387,000 | 1.03% | ||
| 12 | GW HENSSLER & ASSOCIATES LTD | 9,252 | 232,000 | 0.62% | ||
| 13 | INTEGRATED WEALTH MANAGEMENT | 1,592 | 40,000 | 0.11% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 622 | 16,000 | 0.04% | ||
| 15 | CITIGROUP INC | 246 | 6,000 | 0.02% | ||
| 16 | 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.
