| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Morningstar Investment Services LLC | 518,565 | 25,223,000 | 56.73% | ||
| 2 | LPL Financial LLC | 247,204 | 12,066,000 | 27.14% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 37,222 | 1,810,000 | 4.07% | ||
| 4 | ENVESTNET ASSET MANAGEMENT INC | 26,549 | 1,291,000 | 2.90% | ||
| 5 | Brookstone Capital Management | 21,216 | 1,032,000 | 2.32% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,399 | 700,000 | 1.57% | ||
| 7 | Private Advisor Group, LLC | 11,928 | 580,000 | 1.30% | ||
| 8 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | 9,918 | 482,000 | 1.08% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 8,930 | 434,000 | 0.98% | ||
| 10 | JANE STREET GROUP, LLC | 7,839 | 381,000 | 0.86% | ||
| 11 | Virtu KCG Holdings LLC | 4,201 | 204,000 | 0.46% | ||
| 12 | UBS Group AG | 2,098 | 102,000 | 0.23% | ||
| 13 | AMERICAN INTERNATIONAL GROUP, INC. | 1,909 | 92,854 | 0.21% | ||
| 14 | Tower Research Capital LLC (TRC) | 1,146 | 56,000 | 0.13% | ||
| 15 | Winslow, Evans & Crocker, Inc. | 168 | 8,124 | 0.02% | ||
| 16 | US FINANCIAL ADVISORS, LLC | 67 | 3,000 | 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.
