| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 382,050 | 9,471,000 | 29.07% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 380,298 | 9,428,000 | 28.94% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 270,549 | 6,707,000 | 20.59% | ||
| 4 | MORGAN STANLEY | 80,787 | 2,003,000 | 6.15% | ||
| 5 | UBS Group AG | 59,373 | 1,472,000 | 4.52% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,843 | 1,186,000 | 3.64% | ||
| 7 | Virtu KCG Holdings LLC | 43,114 | 1,069,000 | 3.28% | ||
| 8 | JANE STREET GROUP, LLC | 39,619 | 982,000 | 3.01% | ||
| 9 | INTEGRATED WEALTH MANAGEMENT | 4,179 | 104,000 | 0.32% | ||
| 10 | PROFICIO CAPITAL PARTNERS LLC | 2,473 | 61,000 | 0.19% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,661 | 41,000 | 0.13% | ||
| 12 | US BANCORP \DE\ | 1,080 | 27,000 | 0.08% | ||
| 13 | First Horizon Advisors, Inc. | 520 | 13,000 | 0.04% | ||
| 14 | IFP ADVISORS, INC | 209 | 5,000 | 0.02% | ||
| 15 | ROYAL BANK OF CANADA | 200 | 5,000 | 0.02% | ||
| 16 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | 125 | 3,000 | 0.01% | ||
| 17 | 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.
