| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VICUS CAPITAL | 105,566 | 4,705,000 | 25.80% | ||
| 2 | HighTower Advisors, LLC | 99,668 | 4,442,000 | 24.36% | ||
| 3 | CITADEL ADVISORS LLC | 44,349 | 1,977,000 | 10.84% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,845 | 1,954,000 | 10.71% | ||
| 5 | UBS Group AG | 29,163 | 1,300,000 | 7.13% | ||
| 6 | MORGAN STANLEY | 22,735 | 1,013,000 | 5.55% | ||
| 7 | LPL Financial LLC | 13,536 | 597,000 | 3.27% | ||
| 8 | ASSET DEDICATION, LLC | 12,505 | 555,000 | 3.04% | ||
| 9 | Commonwealth Equity Services, Inc | 11,121 | 496,000 | 2.72% | ||
| 10 | ROYAL BANK OF CANADA | 9,480 | 423,000 | 2.32% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 8,452 | 377,000 | 2.07% | ||
| 12 | Private Advisor Group, LLC | 6,147 | 271,000 | 1.49% | ||
| 13 | Mariner, LLC | 1,590 | 71,000 | 0.39% | ||
| 14 | MSI Financial Services Inc | 715 | 32,000 | 0.18% | ||
| 15 | ADVISOR GROUP, INC. | 250 | 11,000 | 0.06% | ||
| 16 | INTEGRATED WEALTH MANAGEMENT | 200 | 9,000 | 0.05% | ||
| 17 | NEXT Financial Group, Inc | 100 | 4,000 | 0.02% | ||
| 18 | Tower Research Capital LLC (TRC) | 9 | 0 | 0.00% | ||
| 19 | WELLS FARGO & COMPANY/MN | 1 | 0 | 0.00% | ||
| 20 | ADVISORY RESEARCH INC | 8 | 0 | 0.00% | ||
| 21 | 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.