| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 34,586 | 3,728,000 | 36.48% | ||
| 2 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 13,300 | 1,433,000 | 14.02% | ||
| 3 | Atria Investments, Inc | 9,959 | 1,073,000 | 10.50% | ||
| 4 | FIRST MANHATTAN CO. LLC. | 8,025 | 864,000 | 8.45% | ||
| 5 | BANQUE PICTET & CIE SA | 5,740 | 619,000 | 6.06% | ||
| 6 | LPL Financial LLC | 5,277 | 556,000 | 5.44% | ||
| 7 | AMERICAN INTERNATIONAL GROUP, INC. | 4,332 | 466,903 | 4.57% | ||
| 8 | Creative Planning | 3,239 | 349,000 | 3.42% | ||
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2,819 | 304,000 | 2.97% | ||
| 10 | GOLDMAN SACHS GROUP INC | 2,565 | 276,000 | 2.70% | ||
| 11 | Placemark Investments, Inc. | 2,018 | 218,000 | 2.13% | ||
| 12 | SIGNATUREFD, LLC | 1,172 | 126,000 | 1.23% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 600 | 65,000 | 0.64% | ||
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | 600 | 65,000 | 0.64% | ||
| 15 | MORGAN STANLEY | 400 | 43,000 | 0.42% | ||
| 16 | WELLS FARGO & COMPANY/MN | 200 | 22,000 | 0.22% | ||
| 17 | Ground Swell Capital, LLC | 100 | 11,000 | 0.11% |
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.
