| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WFG Advisors, LP | 62,959 | 1,459,000 | 30.74% | ||
| 2 | LINCOLN NATIONAL CORP | 47,137 | 1,092,000 | 23.00% | ||
| 3 | CITADEL ADVISORS LLC | 41,178 | 954,000 | 20.10% | ||
| 4 | BROWN ADVISORY INC | 25,934 | 601,000 | 12.66% | ||
| 5 | IFP ADVISORS, INC | 10,520 | 244,000 | 5.14% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 6,124 | 142,000 | 2.99% | ||
| 7 | MSI Financial Services Inc | 4,476 | 104,000 | 2.19% | ||
| 8 | ROYAL BANK OF CANADA | 3,971 | 92,000 | 1.94% | ||
| 9 | Live Your Vision, LLC | 1,500 | 35,000 | 0.74% | ||
| 10 | ADVISOR GROUP, INC. | 1,035 | 24,000 | 0.51% |
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.
