| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Simply Money Advisors | 1,337,440 | 32,889,000 | 82.38% | ||
| 2 | HighTower Advisors, LLC | 192,153 | 4,725,000 | 11.83% | ||
| 3 | COMMUNITY FINANCIAL SYSTEM, INC. | 62,325 | 1,533,000 | 3.84% | ||
| 4 | JANE STREET GROUP, LLC | 13,030 | 320,000 | 0.80% | ||
| 5 | UBS AG | 9,990 | 246,000 | 0.62% | ||
| 6 | Orion Porfolio Solutions, LLC | 6,690 | 165,000 | 0.41% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 1,509 | 37,000 | 0.09% | ||
| 8 | MORGAN STANLEY | 199 | 5,000 | 0.01% | ||
| 9 | B. Riley Wealth Advisors, Inc. | 175 | 4,303 | 0.01% |
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.
