| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Estate Counselors, LLC | 554,850 | 15,741,000 | 25.51% | ||
| 2 | UBS AG | 375,174 | 10,644,000 | 17.25% | ||
| 3 | BADGLEY PHELPS & BELL INC | 278,354 | 7,897,000 | 12.80% | ||
| 4 | Atria Investments, Inc | 208,432 | 5,913,000 | 9.58% | ||
| 5 | HighTower Advisors, LLC | 168,070 | 4,768,000 | 7.73% | ||
| 6 | LPL Financial LLC | 147,895 | 4,196,000 | 6.80% | ||
| 7 | AMERICAN INTERNATIONAL GROUP, INC. | 132,800 | 3,767,536 | 6.11% | ||
| 8 | COLONY GROUP LLC | 82,701 | 2,346,000 | 3.80% | ||
| 9 | Stratos Wealth Partners, LTD. | 74,704 | 2,119,000 | 3.43% | ||
| 10 | Cambridge Investment Research Advisors, Inc. | 40,736 | 1,156,000 | 1.87% | ||
| 11 | MSI Financial Services Inc | 30,835 | 875,000 | 1.42% | ||
| 12 | Commonwealth Equity Services, Inc | 26,394 | 749,000 | 1.21% | ||
| 13 | HL FINANCIAL SERVICES LLC | 12,672 | 360,000 | 0.58% | ||
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,513 | 298,000 | 0.48% | ||
| 15 | Legacy Private Trust Co. | 9,100 | 258,000 | 0.42% | ||
| 16 | OPPENHEIMER & CO INC | 7,407 | 210,000 | 0.34% | ||
| 17 | FOUNDERS BANK & TRUST | 7,310 | 207,000 | 0.34% | ||
| 18 | ROYAL BANK OF CANADA | 3,518 | 100,000 | 0.16% | ||
| 19 | WELLS FARGO & COMPANY/MN | 1,078 | 31,000 | 0.05% | ||
| 20 | US BANCORP \DE\ | 1,098 | 31,000 | 0.05% | ||
| 21 | WFG Advisors, LP | 415 | 12,000 | 0.02% | ||
| 22 | WASHINGTON TRUST BANK | 380 | 11,000 | 0.02% | ||
| 23 | MORGAN STANLEY | 365 | 10,000 | 0.02% | ||
| 24 | SeaBridge Investment Advisors LLC | 367 | 10,000 | 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.
