| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Morningstar Investment Services LLC | 575,641 | 28,402,000 | 56.40% | ||
| 2 | LPL Financial LLC | 335,425 | 16,550,000 | 32.87% | ||
| 3 | Private Advisor Group, LLC | 30,875 | 1,523,000 | 3.02% | ||
| 4 | Brookstone Capital Management | 24,067 | 1,187,000 | 2.36% | ||
| 5 | JANE STREET GROUP, LLC | 17,248 | 851,000 | 1.69% | ||
| 6 | Virtu KCG Holdings LLC | 11,782 | 581,000 | 1.15% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 9,450 | 466,000 | 0.93% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 4,871 | 240,000 | 0.48% | ||
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,864 | 239,000 | 0.47% | ||
| 10 | NATIONAL PLANNING CORP | 2,192 | 107,627 | 0.21% | ||
| 11 | US FINANCIAL ADVISORS, LLC | 1,253 | 62,000 | 0.12% | ||
| 12 | CITIGROUP INC | 1,000 | 49,000 | 0.10% | ||
| 13 | BANK OF MONTREAL /CAN/ | 771 | 38,000 | 0.08% | ||
| 14 | Tower Research Capital LLC (TRC) | 572 | 28,000 | 0.06% | ||
| 15 | UBS Group AG | 408 | 20,000 | 0.04% | ||
| 16 | Stratos Wealth Partners, LTD. | 275 | 13,569 | 0.03% |
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.
