| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Ironwood Investment Counsel, LLC | 438,796 | 13,054,000 | 48.11% | ||
| 2 | Institute for Wealth Management, LLC. | 282,453 | 8,431,000 | 31.07% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 60,753 | 1,807,000 | 6.66% | ||
| 4 | Cambridge Investment Research Advisors, Inc. | 47,879 | 1,424,000 | 5.25% | ||
| 5 | Evensky & Katz LLC | 40,743 | 1,212,000 | 4.47% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,574 | 672,000 | 2.48% | ||
| 7 | JANE STREET GROUP, LLC | 14,951 | 445,000 | 1.64% | ||
| 8 | UBS AG | 1,592 | 47,000 | 0.17% | ||
| 9 | ROYAL BANK OF CANADA | 1,350 | 40,000 | 0.15% |
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.
