| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Estate Counselors, LLC | 347,000 | 9,761,000 | 24.87% | ||
| 2 | Atria Investments, Inc | 179,628 | 5,053,000 | 12.88% | ||
| 3 | UBS AG | 177,496 | 4,993,000 | 12.72% | ||
| 4 | HighTower Advisors, LLC | 152,186 | 4,281,000 | 10.91% | ||
| 5 | LPL Financial LLC | 145,945 | 4,105,000 | 10.46% | ||
| 6 | AMERICAN INTERNATIONAL GROUP, INC. | 127,087 | 3,574,957 | 9.11% | ||
| 7 | COLONY GROUP LLC | 88,701 | 2,495,000 | 6.36% | ||
| 8 | Cambridge Investment Research Advisors, Inc. | 48,338 | 1,360,000 | 3.47% | ||
| 9 | OPPENHEIMER & CO INC | 33,891 | 953,000 | 2.43% | ||
| 10 | MSI Financial Services Inc | 28,764 | 809,000 | 2.06% | ||
| 11 | Commonwealth Equity Services, Inc | 25,344 | 713,000 | 1.82% | ||
| 12 | Legacy Private Trust Co. | 23,842 | 671,000 | 1.71% | ||
| 13 | HL FINANCIAL SERVICES LLC | 13,574 | 382,000 | 0.97% | ||
| 14 | ROYAL BANK OF CANADA | 2,000 | 56,000 | 0.14% | ||
| 15 | WFG Advisors, LP | 415 | 12,000 | 0.03% | ||
| 16 | MORGAN STANLEY | 365 | 10,000 | 0.03% | ||
| 17 | SeaBridge Investment Advisors LLC | 367 | 10,000 | 0.03% | ||
| 18 | Tower Research Capital LLC (TRC) | 261 | 7,000 | 0.02% |
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.
