| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 656,818 | 31,604,000 | 47.11% | ||
| 2 | Orion Porfolio Solutions, LLC | 279,000 | 13,392,000 | 19.96% | ||
| 3 | COLONY GROUP LLC | 262,396 | 12,595,000 | 18.77% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 60,027 | 2,881,000 | 4.29% | ||
| 5 | Commonwealth Equity Services, Inc | 47,352 | 2,273,000 | 3.39% | ||
| 6 | SPINNAKER TRUST | 28,776 | 1,381,000 | 2.06% | ||
| 7 | Destination Wealth Management | 20,793 | 998,000 | 1.49% | ||
| 8 | JPMORGAN CHASE & CO | 15,230 | 731,000 | 1.09% | ||
| 9 | Baker Avenue Asset Management, LP | 9,263 | 445,000 | 0.66% | ||
| 10 | LPL Financial LLC | 5,672 | 271,000 | 0.40% | ||
| 11 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5,519 | 265,000 | 0.39% | ||
| 12 | Advisory Services Network, LLC | 4,439 | 213,000 | 0.32% | ||
| 13 | WFG Advisors, LP | 400 | 19,000 | 0.03% | ||
| 14 | REGAL WEALTH GROUP, INC. | 219 | 11,000 | 0.02% | ||
| 15 | MSI Financial Services Inc | 200 | 10,000 | 0.01% | ||
| 16 | IFP ADVISORS, INC | 10 | 0 | 0.00% | ||
| 17 | BlackRock Finance, Inc. | 8 | 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.
