| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Creative Planning | 9,515 | 435,000 | 0.03% | ||
| 52 | OLIVER LUXXE ASSETS LLC | 8,346 | 381,000 | 0.03% | ||
| 53 | ADVISOR GROUP, INC. | 6,582 | 299,000 | 0.02% | ||
| 54 | PRIVATE TRUST CO NA | 6,507 | 297,000 | 0.02% | ||
| 55 | BB&T SECURITIES, LLC | 6,457 | 295,000 | 0.02% | ||
| 56 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,248 | 286,000 | 0.02% | ||
| 57 | Private Advisor Group, LLC | 5,498 | 251,000 | 0.02% | ||
| 58 | Bank of New York Mellon Corp | 5,475 | 250,000 | 0.02% | ||
| 59 | FDx Advisors, Inc. | 4,726 | 216,000 | 0.02% | ||
| 60 | PNC FINANCIAL SERVICES GROUP, INC. | 4,519 | 207,000 | 0.02% | ||
| 61 | BANK OF MONTREAL /CAN/ | 4,200 | 192,000 | 0.01% | ||
| 62 | JPMORGAN CHASE & CO | 2,239 | 102,000 | 0.01% | ||
| 63 | NEXT Financial Group, Inc | 570 | 26,000 | 0.00% | ||
| 64 | ZIONS BANCORPORATION | 87 | 4,000 | 0.00% | ||
| 65 | BlackRock Finance, Inc. | 32 | 1,000 | 0.00% | ||
| 66 | Orion Porfolio Solutions, LLC | 7 | 0 | 0.00% | ||
| 67 | WFG Advisors, LP | 2 | 0 | 0.00% | ||
| 68 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% | ||
| 69 | JACOBI CAPITAL MANAGEMENT LLC | 0 | 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.
