| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 93,729 | 3,024,000 | 49.53% | ||
| 2 | Efficient Advisors, LLC | 77,967 | 2,515,000 | 41.19% | ||
| 3 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 10,489 | 338,000 | 5.54% | ||
| 4 | NEXT Financial Group, Inc | 3,300 | 106,000 | 1.74% | ||
| 5 | ROYAL BANK OF CANADA | 2,767 | 89,000 | 1.46% | ||
| 6 | Genesis Wealth Advisors, LLC | 950 | 30,647 | 0.50% | ||
| 7 | MSI Financial Services Inc | 94 | 3,000 | 0.05% | ||
| 8 | 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.
