| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 371,997 | 8,928,000 | 31.18% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 370,448 | 8,891,000 | 31.05% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 182,046 | 4,369,000 | 15.26% | ||
| 4 | BlackRock Finance, Inc. | 163,000 | 3,912,000 | 13.66% | ||
| 5 | Virtu KCG Holdings LLC | 41,770 | 1,002,000 | 3.50% | ||
| 6 | UBS Group AG | 32,836 | 788,000 | 2.75% | ||
| 7 | JANE STREET GROUP, LLC | 15,903 | 382,000 | 1.33% | ||
| 8 | MORGAN STANLEY | 8,926 | 214,000 | 0.75% | ||
| 9 | INTEGRATED WEALTH MANAGEMENT | 3,334 | 80,000 | 0.28% | ||
| 10 | PROFICIO CAPITAL PARTNERS LLC | 2,473 | 59,000 | 0.21% | ||
| 11 | IFP ADVISORS, INC | 209 | 5,000 | 0.02% | ||
| 12 | 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.
