| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Wharton Business Group, LLC | 1,904,485 | 54,773,000 | 36.04% | ||
| 2 | UBS AG | 682,437 | 19,627,000 | 12.92% | ||
| 3 | Estate Counselors, LLC | 574,470 | 16,522,000 | 10.87% | ||
| 4 | BADGLEY PHELPS & BELL INC | 478,484 | 13,761,000 | 9.06% | ||
| 5 | Carroll Financial Associates, Inc. | 251,160 | 7,449,000 | 4.90% | ||
| 6 | Atria Investments, Inc | 205,678 | 5,915,000 | 3.89% | ||
| 7 | HighTower Advisors, LLC | 202,409 | 5,821,000 | 3.83% | ||
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 179,824 | 5,172,000 | 3.40% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 161,974 | 4,658,000 | 3.07% | ||
| 10 | LPL Financial LLC | 146,401 | 4,165,000 | 2.74% | ||
| 11 | AMERICAN INTERNATIONAL GROUP, INC. | 136,552 | 3,927,236 | 2.58% | ||
| 12 | COLONY GROUP LLC | 86,857 | 2,498,000 | 1.64% | ||
| 13 | Stratos Wealth Partners, LTD. | 68,792 | 1,978,000 | 1.30% | ||
| 14 | Cambridge Investment Research Advisors, Inc. | 33,576 | 966,000 | 0.64% | ||
| 15 | MSI Financial Services Inc | 32,861 | 945,000 | 0.62% | ||
| 16 | OPPENHEIMER & CO INC | 30,801 | 886,000 | 0.58% | ||
| 17 | Commonwealth Equity Services, Inc | 29,853 | 859,000 | 0.57% | ||
| 18 | JPMORGAN CHASE & CO | 18,924 | 544,000 | 0.36% | ||
| 19 | HL FINANCIAL SERVICES LLC | 12,672 | 364,000 | 0.24% | ||
| 20 | FOUNDERS BANK & TRUST | 8,174 | 235,000 | 0.15% | ||
| 21 | HAYS ADVISORY LLC | 7,698 | 221,000 | 0.15% | ||
| 22 | Cetera Advisors LLC | 7,080 | 202,000 | 0.13% | ||
| 23 | SII INVESTMENTS INC/WI | 6,939 | 200,000 | 0.13% | ||
| 24 | ROYAL BANK OF CANADA | 3,518 | 101,000 | 0.07% | ||
| 25 | US BANCORP \DE\ | 2,038 | 59,000 | 0.04% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,096 | 32,000 | 0.02% | ||
| 27 | Invesco Ltd. | 660 | 19,000 | 0.01% | ||
| 28 | WELLS FARGO & COMPANY/MN | 640 | 18,000 | 0.01% | ||
| 29 | WASHINGTON TRUST BANK | 606 | 17,000 | 0.01% | ||
| 30 | WFG Advisors, LP | 416 | 12,000 | 0.01% | ||
| 31 | SeaBridge Investment Advisors LLC | 367 | 11,000 | 0.01% | ||
| 32 | MORGAN STANLEY | 365 | 10,000 | 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.
