| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3D ASSET MANAGEMENT, INC | 711,655 | 35,284,000 | 55.33% | ||
| 2 | Atria Investments, Inc | 108,864 | 5,397,000 | 8.46% | ||
| 3 | MORGAN STANLEY | 75,534 | 3,745,000 | 5.87% | ||
| 4 | UBS Group AG | 57,577 | 2,855,000 | 4.48% | ||
| 5 | LPL Financial LLC | 48,244 | 2,394,000 | 3.75% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 46,918 | 2,326,000 | 3.65% | ||
| 7 | JANE STREET GROUP, LLC | 39,342 | 1,951,000 | 3.06% | ||
| 8 | Sequoia Financial Advisors, LLC | 39,014 | 1,934,000 | 3.03% | ||
| 9 | ALLIANCE WEALTH MANAGEMENT GROUP | 34,605 | 1,718,000 | 2.69% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 32,423 | 1,608,000 | 2.52% | ||
| 11 | Virtu KCG Holdings LLC | 31,601 | 1,567,000 | 2.46% | ||
| 12 | Private Advisor Group, LLC | 25,281 | 1,258,000 | 1.97% | ||
| 13 | CITADEL ADVISORS LLC | 16,627 | 824,000 | 1.29% | ||
| 14 | Cambridge Investment Research Advisors, Inc. | 9,032 | 448,000 | 0.70% | ||
| 15 | ROYAL BANK OF CANADA | 5,553 | 275,000 | 0.43% | ||
| 16 | Financial Architects, Inc | 2,200 | 109,000 | 0.17% | ||
| 17 | ADVISOR GROUP, INC. | 980 | 49,000 | 0.08% | ||
| 18 | CITIGROUP INC | 288 | 14,000 | 0.02% | ||
| 19 | MSI Financial Services Inc | 242 | 12,000 | 0.02% | ||
| 20 | IFP ADVISORS, INC | 125 | 6,000 | 0.01% | ||
| 21 | WELLS FARGO & COMPANY/MN | 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.
