| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 677,966 | 14,142,000 | 27.44% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 368,488 | 7,687,000 | 14.92% | ||
| 3 | NewSquare Capital LLC | 317,615 | 6,625,000 | 12.86% | ||
| 4 | Virtu KCG Holdings LLC | 229,378 | 4,785,000 | 9.28% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 187,686 | 3,916,000 | 7.60% | ||
| 6 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 121,835 | 2,541,000 | 4.93% | ||
| 7 | Raub Brock Capital Management LP | 99,295 | 2,071,000 | 4.02% | ||
| 8 | ROYAL BANK OF CANADA | 93,857 | 1,958,000 | 3.80% | ||
| 9 | HighTower Advisors, LLC | 77,392 | 1,614,000 | 3.13% | ||
| 10 | Bluefin Trading, LLC | 75,994 | 1,585,000 | 3.08% | ||
| 11 | UBS Group AG | 64,845 | 1,353,000 | 2.63% | ||
| 12 | WELLS FARGO & COMPANY/MN | 42,519 | 887,000 | 1.72% | ||
| 13 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 41,839 | 873,000 | 1.69% | ||
| 14 | STANCORP INVESTMENT ADVISERS INC | 30,506 | 636,000 | 1.23% | ||
| 15 | Robert W. Baird & Co. Inc | 23,865 | 498,000 | 0.97% | ||
| 16 | FCG ADVISORS, LLC | 11,559 | 243,000 | 0.47% | ||
| 17 | Vigilant Capital Management, LLC | 5,830 | 122,000 | 0.24% | ||
| 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.
