| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3D ASSET MANAGEMENT, INC | 708,904 | 36,863,000 | 46.60% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 286,702 | 14,909,000 | 18.85% | ||
| 3 | MORGAN STANLEY | 161,693 | 8,408,000 | 10.63% | ||
| 4 | Atria Investments, Inc | 101,426 | 5,274,000 | 6.67% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 56,281 | 2,927,000 | 3.70% | ||
| 6 | JANE STREET GROUP, LLC | 48,768 | 2,536,000 | 3.21% | ||
| 7 | LPL Financial LLC | 44,269 | 2,290,000 | 2.89% | ||
| 8 | Sequoia Financial Advisors, LLC | 36,464 | 1,896,000 | 2.40% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 34,876 | 1,814,000 | 2.29% | ||
| 10 | CITADEL ADVISORS LLC | 19,471 | 1,012,000 | 1.28% | ||
| 11 | ROYAL BANK OF CANADA | 7,131 | 371,000 | 0.47% | ||
| 12 | Cambridge Investment Research Advisors, Inc. | 6,521 | 339,000 | 0.43% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 6,387 | 332,000 | 0.42% | ||
| 14 | UBS Group AG | 1,040 | 54,000 | 0.07% | ||
| 15 | ADVISOR GROUP, INC. | 980 | 51,000 | 0.06% | ||
| 16 | CITIGROUP INC | 288 | 15,000 | 0.02% | ||
| 17 | SEI INVESTMENTS CO | 263 | 14,000 | 0.02% |
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.
