| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 216,463 | 5,463,000 | 46.37% | ||
| 2 | GOLDMAN SACHS GROUP INC | 66,160 | 1,670,000 | 14.17% | ||
| 3 | LPL Financial LLC | 60,291 | 1,527,000 | 12.96% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 41,943 | 1,059,000 | 8.99% | ||
| 5 | Shamrock Asset Management LLC | 36,582 | 923,000 | 7.83% | ||
| 6 | Private Advisor Group, LLC | 35,734 | 911,000 | 7.73% | ||
| 7 | MSI Financial Services Inc | 3,012 | 76,000 | 0.65% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,470 | 37,000 | 0.31% | ||
| 9 | GLOBAL RETIREMENT PARTNERS, LLC | 1,305 | 33,000 | 0.28% | ||
| 10 | WELLS FARGO & COMPANY/MN | 1,204 | 30,000 | 0.25% | ||
| 11 | ROYAL BANK OF CANADA | 1,100 | 28,000 | 0.24% | ||
| 12 | IFP ADVISORS, INC | 974 | 25,000 | 0.21% |
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.
