| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 3,709,625 | 99,826,000 | 32.84% | ||
| 2 | Wharton Business Group, LLC | 2,172,250 | 58,455,000 | 19.23% | ||
| 3 | Estate Counselors, LLC | 621,760 | 16,732,000 | 5.50% | ||
| 4 | BADGLEY PHELPS & BELL INC | 565,492 | 15,217,000 | 5.01% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 461,933 | 12,431,000 | 4.09% | ||
| 6 | Cetera Advisor Networks LLC | 423,357 | 11,393,000 | 3.75% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 397,970 | 10,626,000 | 3.50% | ||
| 8 | PALLADIEM, LLC | 356,505 | 9,594,000 | 3.16% | ||
| 9 | Stratos Wealth Partners, LTD. | 332,491 | 8,951,000 | 2.94% | ||
| 10 | GOLDMAN SACHS GROUP INC | 327,414 | 8,811,000 | 2.90% | ||
| 11 | COLONY GROUP LLC | 294,441 | 7,923,000 | 2.61% | ||
| 12 | HighTower Advisors, LLC | 287,581 | 7,739,000 | 2.55% | ||
| 13 | LPL Financial LLC | 245,350 | 6,553,000 | 2.16% | ||
| 14 | Institute for Wealth Management, LLC. | 235,710 | 6,343,000 | 2.09% | ||
| 15 | AMERICAN INTERNATIONAL GROUP, INC. | 198,125 | 5,331,548 | 1.75% | ||
| 16 | Commonwealth Equity Services, Inc | 104,744 | 2,819,000 | 0.93% | ||
| 17 | Good Harbor Financial, LLC | 69,888 | 1,881,000 | 0.62% | ||
| 18 | JANE STREET GROUP, LLC | 64,670 | 1,740,000 | 0.57% | ||
| 19 | Cambridge Investment Research Advisors, Inc. | 60,856 | 1,638,000 | 0.54% | ||
| 20 | Janney Montgomery Scott LLC | 60,616 | 1,631,000 | 0.54% | ||
| 21 | JPMORGAN CHASE & CO | 58,626 | 1,578,000 | 0.52% | ||
| 22 | OPPENHEIMER & CO INC | 39,450 | 1,062,000 | 0.35% | ||
| 23 | Transamerica Financial Advisors, LLC | 35,776 | 963,000 | 0.32% | ||
| 24 | MSI Financial Services Inc | 34,045 | 916,000 | 0.30% | ||
| 25 | HAYS ADVISORY LLC | 28,562 | 769,000 | 0.25% | ||
| 26 | Sigma Planning Corp | 23,763 | 639,000 | 0.21% | ||
| 27 | CURIAN CAPITAL LLC | 18,706 | 503,000 | 0.17% | ||
| 28 | Invesco Ltd. | 13,309 | 358,000 | 0.12% | ||
| 29 | Carroll Financial Associates, Inc. | 9,450 | 254,000 | 0.08% | ||
| 30 | IFC Holdings Incorporated/FL | 9,325 | 251,000 | 0.08% | ||
| 31 | OLD NATIONAL BANCORP /IN/ | 8,174 | 220,000 | 0.07% | ||
| 32 | WFG Advisors, LP | 7,367 | 198,000 | 0.07% | ||
| 33 | Burt Wealth Advisors | 6,130 | 148,000 | 0.05% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,882 | 131,000 | 0.04% | ||
| 35 | ROYAL BANK OF CANADA | 3,600 | 97,000 | 0.03% | ||
| 36 | US BANCORP \DE\ | 3,418 | 92,000 | 0.03% | ||
| 37 | MORGAN STANLEY | 2,408 | 64,000 | 0.02% | ||
| 38 | PNC FINANCIAL SERVICES GROUP, INC. | 2,143 | 58,000 | 0.02% | ||
| 39 | Simplicity Solutions, LLC | 853 | 22,950 | 0.01% | ||
| 40 | Regal Investment Advisors LLC | 719 | 19,000 | 0.01% | ||
| 41 | WASHINGTON TRUST BANK | 606 | 16,000 | 0.01% | ||
| 42 | SeaBridge Investment Advisors LLC | 367 | 10,000 | 0.00% | ||
| 43 | Creative Planning | 194 | 5,000 | 0.00% | ||
| 44 | 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.
