| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NewSquare Capital LLC | 182,740 | 12,361,000 | 25.51% | ||
| 2 | STATE STREET CORP | 109,765 | 7,426,000 | 15.33% | ||
| 3 | WELLS FARGO & COMPANY/MN | 104,103 | 7,041,000 | 14.53% | ||
| 4 | MORGAN STANLEY | 67,408 | 4,559,000 | 9.41% | ||
| 5 | Virtu KCG Holdings LLC | 51,520 | 3,485,000 | 7.19% | ||
| 6 | Tuttle Capital Management, LLC | 30,721 | 2,077,000 | 4.29% | ||
| 7 | Prospera Financial Services Inc | 27,412 | 1,854,000 | 3.83% | ||
| 8 | UBS AG | 25,942 | 1,755,000 | 3.62% | ||
| 9 | ROYAL BANK OF CANADA | 23,667 | 1,601,000 | 3.30% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 22,652 | 1,532,000 | 3.16% | ||
| 11 | Robert W. Baird & Co. Inc | 18,845 | 1,275,000 | 2.63% | SH | |
| 12 | Advisory Services Network, LLC | 12,465 | 843,000 | 1.74% | ||
| 13 | ASSETMARK, INC | 9,186 | 621,000 | 1.28% | ||
| 14 | PRING TURNER CAPITAL GROUP INC | 7,119 | 482,000 | 0.99% | ||
| 15 | ProVise Management Group, LLC | 7,012 | 474,000 | 0.98% | ||
| 16 | STIFEL FINANCIAL CORP | 5,145 | 348,000 | 0.72% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 3,639 | 246,000 | 0.51% | ||
| 18 | AMERICAN INTERNATIONAL GROUP, INC. | 2,884 | 195,074 | 0.40% | ||
| 19 | Private Advisor Group, LLC | 2,328 | 157,000 | 0.32% | ||
| 20 | MSI Financial Services Inc | 956 | 65,000 | 0.13% | ||
| 21 | Apriem Advisors | 400 | 27,000 | 0.06% | ||
| 22 | AMERIPRISE FINANCIAL INC | 289 | 20,000 | 0.04% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 82 | 6,000 | 0.01% |
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.
