| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3D ASSET MANAGEMENT, INC | 737,718 | 17,912,000 | 31.40% | ||
| 2 | MORGAN STANLEY | 607,354 | 14,746,000 | 25.85% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 296,289 | 7,194,000 | 12.61% | ||
| 4 | Raymond James Financial Services Advisors, Inc. | 171,817 | 4,172,000 | 7.31% | ||
| 5 | Virtu KCG Holdings LLC | 154,508 | 3,751,000 | 6.58% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 81,832 | 1,989,000 | 3.49% | ||
| 7 | JANE STREET GROUP, LLC | 78,691 | 1,911,000 | 3.35% | ||
| 8 | CITADEL ADVISORS LLC | 59,538 | 1,447,000 | 2.54% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 35,155 | 854,000 | 1.50% | ||
| 10 | Atria Investments, Inc | 34,351 | 834,000 | 1.46% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 25,512 | 619,000 | 1.09% | ||
| 12 | Commonwealth Equity Services, Inc | 19,661 | 477,000 | 0.84% | ||
| 13 | RFG Advisory, LLC | 15,902 | 385,000 | 0.67% | ||
| 14 | BEACON TRUST CO | 12,009 | 292,000 | 0.51% | ||
| 15 | PATTON ALBERTSON MILLER GROUP, LLC | 10,234 | 248,000 | 0.43% | ||
| 16 | UBS Group AG | 7,667 | 186,000 | 0.33% | ||
| 17 | Carroll Financial Associates, Inc. | 830 | 20,000 | 0.04% | ||
| 18 | Tower Research Capital LLC (TRC) | 100 | 2,000 | 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.
