| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 117,250 | 2,705,000 | 53.48% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 44,340 | 1,034,000 | 20.44% | ||
| 3 | GOLDMAN SACHS GROUP INC | 33,081 | 771,000 | 15.24% | ||
| 4 | Virtu KCG Holdings LLC | 10,338 | 241,000 | 4.76% | ||
| 5 | MSI Financial Services Inc | 7,797 | 182,000 | 3.60% | ||
| 6 | Creative Planning | 1,400 | 33,000 | 0.65% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,233 | 29,000 | 0.57% | ||
| 8 | ROYAL BANK OF CANADA | 1,100 | 26,000 | 0.51% | ||
| 9 | IFP ADVISORS, INC | 974 | 23,000 | 0.45% | ||
| 10 | AUSDAL FINANCIAL PARTNERS, INC. | 606 | 14,000 | 0.28% |
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.
