| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 309,794 | 9,972,000 | 98.97% | ||
| 2 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,988 | 96,000 | 0.95% | ||
| 3 | NEXT Financial Group, Inc | 251 | 8,000 | 0.08% |
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.
