| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 100,848 | 5,153,000 | 31.31% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 99,469 | 4,702,000 | 28.57% | ||
| 3 | Checchi Capital Advisers, LLC | 35,813 | 1,693,000 | 10.29% | ||
| 4 | Texas Yale Capital Corp. | 33,467 | 1,582,000 | 9.61% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,001 | 1,229,000 | 7.47% | ||
| 6 | MORGAN STANLEY | 14,082 | 666,000 | 4.05% | ||
| 7 | ROYAL BANK OF CANADA | 5,250 | 248,000 | 1.51% | ||
| 8 | ALESCO ADVISORS LLC | 4,651 | 220,000 | 1.34% | ||
| 9 | LPL Financial LLC | 4,463 | 212,000 | 1.29% | ||
| 10 | UBS Group AG | 4,100 | 194,000 | 1.18% | ||
| 11 | US BANCORP \DE\ | 3,130 | 148,000 | 0.90% | ||
| 12 | VICTORY CAPITAL MANAGEMENT INC | 2,688 | 127,000 | 0.77% | ||
| 13 | Creative Planning | 1,887 | 89,000 | 0.54% | ||
| 14 | CT Financial Advisors LLC | 1,548 | 73,153 | 0.44% | ||
| 15 | BANK OF AMERICA CORP /DE/ | 1,264 | 60,000 | 0.36% | ||
| 16 | Tortoise Investment Management, LLC | 1,090 | 52,000 | 0.32% | ||
| 17 | BANK OF MONTREAL /CAN/ | 160 | 8,000 | 0.05% | ||
| 18 | Parallax Volatility Advisers, L.P. | 1 | 0 | 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.
