| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 394,152 | 10,248,000 | 25.05% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 386,632 | 9,890,000 | 24.17% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 385,900 | 9,871,000 | 24.13% | ||
| 4 | MORGAN STANLEY | 179,145 | 4,582,000 | 11.20% | ||
| 5 | UBS Group AG | 115,100 | 2,945,000 | 7.20% | ||
| 6 | Virtu KCG Holdings LLC | 62,133 | 1,589,000 | 3.88% | ||
| 7 | GENEVA PARTNERS, LLC | 24,124 | 605,000 | 1.48% | ||
| 8 | JANE STREET GROUP, LLC | 17,337 | 443,000 | 1.08% | ||
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,298 | 289,000 | 0.71% | ||
| 10 | US BANCORP \DE\ | 8,306 | 212,000 | 0.52% | ||
| 11 | INTEGRATED WEALTH MANAGEMENT | 4,179 | 107,000 | 0.26% | ||
| 12 | PROFICIO CAPITAL PARTNERS LLC | 2,473 | 63,000 | 0.15% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,661 | 42,000 | 0.10% | ||
| 14 | GENEOS WEALTH MANAGEMENT INC. | 430 | 10,000 | 0.02% | ||
| 15 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | 262 | 7,000 | 0.02% | ||
| 16 | IFP ADVISORS, INC | 209 | 5,000 | 0.01% | ||
| 17 | ROYAL BANK OF CANADA | 200 | 5,000 | 0.01% | ||
| 18 | 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.
