| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Simply Money Advisors | 1,344,730 | 35,084,000 | 82.04% | ||
| 2 | HighTower Advisors, LLC | 199,426 | 5,203,000 | 12.17% | ||
| 3 | COMMUNITY FINANCIAL SYSTEM, INC. | 62,325 | 1,626,000 | 3.80% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 32,376 | 845,000 | 1.98% | ||
| 5 | Orion Porfolio Solutions, LLC | 179 | 5,000 | 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.
