| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 79,393 | 5,987,000 | 52.82% | ||
| 2 | UBS Group AG | 29,896 | 2,255,000 | 19.90% | ||
| 3 | INTERACTIVE FINANCIAL ADVISORS, INC. | 13,464 | 1,015,000 | 8.96% | ||
| 4 | NORTHERN TRUST CORP | 876,043 | 661,000 | 5.83% | ||
| 5 | LPL Financial LLC | 7,228 | 545,000 | 4.81% | ||
| 6 | LVZ, Inc. | 4,677 | 353,000 | 3.11% | ||
| 7 | LifePlan Financial Group, Inc | 2,713 | 205,000 | 1.81% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1,422 | 107,000 | 0.94% | ||
| 9 | BANK OF MONTREAL /CAN/ | 1,200 | 90,000 | 0.79% | ||
| 10 | MSI Financial Services Inc | 1,085 | 82,000 | 0.72% | ||
| 11 | US BANCORP \DE\ | 188 | 14,000 | 0.12% | ||
| 12 | WELLS FARGO & COMPANY/MN | 160 | 12,000 | 0.11% | ||
| 13 | CITIGROUP INC | 110 | 8,000 | 0.07% |
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.
