| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 187,084 | 10,620,000 | 37.08% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 186,869 | 10,607,000 | 37.04% | ||
| 3 | MORGAN STANLEY | 44,186 | 2,508,000 | 8.76% | ||
| 4 | ROYAL BANK OF CANADA | 20,813 | 1,181,000 | 4.12% | ||
| 5 | Virtu KCG Holdings LLC | 19,988 | 1,135,000 | 3.96% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 17,843 | 1,013,000 | 3.54% | ||
| 7 | ARS Investment Partners, LLC | 16,142 | 916,000 | 3.20% | ||
| 8 | B. Riley Wealth Advisors, Inc. | 10,600 | 298,882 | 1.04% | ||
| 9 | CITY HOLDING CO | 4,875 | 272,000 | 0.95% | ||
| 10 | BENJAMIN F. EDWARDS & COMPANY, INC. | 885 | 50,000 | 0.17% | ||
| 11 | WELLS FARGO & COMPANY/MN | 535 | 30,000 | 0.10% | ||
| 12 | Ledyard National Bank | 140 | 8,000 | 0.03% |
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.
