| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 385,554 | 9,639,000 | 24.40% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 377,433 | 9,455,000 | 23.94% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 178,006 | 4,459,000 | 11.29% | ||
| 4 | MORGAN STANLEY | 152,966 | 3,832,000 | 9.70% | ||
| 5 | JANE STREET GROUP, LLC | 149,432 | 3,743,000 | 9.48% | ||
| 6 | Raymond James Financial Services Advisors, Inc. | 104,140 | 2,609,000 | 6.60% | ||
| 7 | Virtu KCG Holdings LLC | 63,443 | 1,589,000 | 4.02% | ||
| 8 | ROYAL BANK OF CANADA | 50,235 | 1,258,000 | 3.18% | ||
| 9 | UBS Group AG | 42,154 | 1,056,000 | 2.67% | ||
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,565 | 540,000 | 1.37% | ||
| 11 | VICUS CAPITAL | 15,468 | 387,000 | 0.98% | ||
| 12 | LPL Financial LLC | 11,869 | 297,000 | 0.75% | ||
| 13 | Private Advisor Group, LLC | 11,430 | 286,000 | 0.72% | PRN | |
| 14 | COURIER CAPITAL LLC | 9,800 | 245,000 | 0.62% | ||
| 15 | INTEGRATED WEALTH MANAGEMENT | 1,592 | 40,000 | 0.10% | ||
| 16 | D.A. DAVIDSON & CO. | 1,150 | 28,000 | 0.07% | ||
| 17 | Perigon Wealth Management, LLC | 739 | 19,000 | 0.05% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 622 | 16,000 | 0.04% | ||
| 19 | 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.
