| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3D ASSET MANAGEMENT, INC | 372,064 | 18,957,000 | 50.18% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 128,241 | 6,534,000 | 17.29% | ||
| 3 | Orion Porfolio Solutions, LLC | 118,921 | 6,059,000 | 16.04% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 45,480 | 2,317,000 | 6.13% | ||
| 5 | UBS Group AG | 25,572 | 1,303,000 | 3.45% | ||
| 6 | MORGAN STANLEY | 14,024 | 714,000 | 1.89% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 13,807 | 704,000 | 1.86% | ||
| 8 | Atria Investments, Inc | 9,307 | 474,000 | 1.25% | ||
| 9 | LPL Financial LLC | 8,627 | 444,000 | 1.18% | ||
| 10 | WELLS FARGO & COMPANY/MN | 2,050 | 105,000 | 0.28% | ||
| 11 | Ruggie Capital Group | 1,390 | 71,000 | 0.19% | ||
| 12 | Chicago Partners Investment Group LLC | 954 | 47,000 | 0.12% | ||
| 13 | NEXT Financial Group, Inc | 646 | 32,000 | 0.08% | ||
| 14 | OPTIMUM INVESTMENT ADVISORS | 148 | 8,000 | 0.02% | ||
| 15 | CITIGROUP INC | 120 | 6,000 | 0.02% | ||
| 16 | AMERICAN INTERNATIONAL GROUP, INC. | 96 | 4,891 | 0.01% | ||
| 17 | Tower Research Capital LLC (TRC) | 4 | 0 | 0.00% | ||
| 18 | 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.
