| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3D ASSET MANAGEMENT, INC | 388,018 | 17,566,000 | 41.47% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 147,905 | 6,696,000 | 15.81% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 143,656 | 6,503,000 | 15.35% | ||
| 4 | Orion Porfolio Solutions, LLC | 74,751 | 3,384,000 | 7.99% | ||
| 5 | WELLS FARGO & COMPANY/MN | 51,447 | 2,329,000 | 5.50% | ||
| 6 | Virtu KCG Holdings LLC | 36,183 | 1,638,000 | 3.87% | ||
| 7 | UBS Group AG | 32,892 | 1,489,000 | 3.52% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 18,837 | 853,000 | 2.01% | ||
| 9 | Atria Investments, Inc | 14,790 | 623,000 | 1.47% | ||
| 10 | CITADEL ADVISORS LLC | 12,933 | 585,000 | 1.38% | ||
| 11 | LPL Financial LLC | 8,922 | 392,000 | 0.93% | ||
| 12 | MORGAN STANLEY | 4,443 | 201,000 | 0.47% | ||
| 13 | IFP ADVISORS, INC | 1,500 | 68,000 | 0.16% | ||
| 14 | MSI Financial Services Inc | 315 | 14,000 | 0.03% | ||
| 15 | Pinnacle Summer Investments, Inc. | 132 | 6,000 | 0.01% | ||
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 81 | 4,000 | 0.01% | ||
| 17 | AMERICAN INTERNATIONAL GROUP, INC. | 96 | 4,000 | 0.01% | ||
| 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.
