| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ACG Wealth | 192,095 | 6,013,000 | 65.59% | ||
| 2 | ROYAL BANK OF CANADA | 36,142 | 1,131,000 | 12.34% | ||
| 3 | LPL Financial LLC | 24,318 | 761,000 | 8.30% | ||
| 4 | Virtu KCG Holdings LLC | 19,128 | 599,000 | 6.53% | ||
| 5 | IFP ADVISORS, INC | 9,970 | 312,000 | 3.40% | ||
| 6 | NATIONAL PLANNING CORP | 8,265 | 260,000 | 2.84% | ||
| 7 | ADVISOR GROUP, INC. | 2,937 | 92,000 | 1.00% |
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.
