| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3D ASSET MANAGEMENT, INC | 868,152 | 17,311,000 | 64.51% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 322,342 | 6,428,000 | 23.95% | ||
| 3 | Atria Investments, Inc | 53,734 | 1,044,000 | 3.89% | ||
| 4 | JANE STREET GROUP, LLC | 47,652 | 950,000 | 3.54% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 31,746 | 633,000 | 2.36% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 22,553 | 450,000 | 1.68% | ||
| 7 | ADVISOR GROUP, INC. | 975 | 19,000 | 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.
