| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 368,577 | 8,909,000 | 33.03% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 367,047 | 8,872,000 | 32.89% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 325,939 | 7,878,000 | 29.21% | ||
| 4 | UBS Group AG | 19,884 | 481,000 | 1.78% | ||
| 5 | BlackRock Finance, Inc. | 13,000 | 314,000 | 1.16% | ||
| 6 | Virtu KCG Holdings LLC | 11,929 | 288,000 | 1.07% | ||
| 7 | MORGAN STANLEY | 3,559 | 86,000 | 0.32% | ||
| 8 | INTEGRATED WEALTH MANAGEMENT | 3,308 | 80,000 | 0.30% | ||
| 9 | PROFICIO CAPITAL PARTNERS LLC | 2,457 | 59,000 | 0.22% | ||
| 10 | IFP ADVISORS, INC | 207 | 5,000 | 0.02% | ||
| 11 | BlackRock Investment Management, LLC | 41 | 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.
