| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 746,941 | 22,837,000 | 49.51% | ||
| 2 | UBS Group AG | 231,376 | 7,079,000 | 15.35% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 218,921 | 6,698,000 | 14.52% | ||
| 4 | CETERA INVESTMENT ADVISERS | 67,745 | 2,068,000 | 4.48% | ||
| 5 | Cetera Advisors LLC | 67,745 | 2,068,000 | 4.48% | ||
| 6 | Occidental Asset Management, LLC | 50,036 | 1,531,000 | 3.32% | ||
| 7 | JANE STREET GROUP, LLC | 36,581 | 1,119,000 | 2.43% | ||
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,760 | 666,000 | 1.44% | ||
| 9 | MORGAN STANLEY | 14,593 | 447,000 | 0.97% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 11,825 | 361,000 | 0.78% | ||
| 11 | BB&T SECURITIES, LLC | 11,269 | 344,000 | 0.75% | ||
| 12 | ADVISOR GROUP, INC. | 9,891 | 303,000 | 0.66% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 8,943 | 275,000 | 0.60% | ||
| 14 | AJ WEALTH STRATEGIES, LLC | 7,101 | 217,000 | 0.47% | ||
| 15 | WELLS FARGO & COMPANY/MN | 2,186 | 67,000 | 0.15% | ||
| 16 | ROYAL BANK OF CANADA | 683 | 21,000 | 0.05% | ||
| 17 | FIFTH THIRD BANCORP | 500 | 15,000 | 0.03% | ||
| 18 | VALLEY NATIONAL ADVISERS INC | 317 | 10,000 | 0.02% | ||
| 19 | IFP ADVISORS, INC | 45 | 1,000 | 0.00% |
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.
