| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3D ASSET MANAGEMENT, INC | 670,279 | 34,747,000 | 57.41% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 245,436 | 12,723,000 | 21.02% | ||
| 3 | Atria Investments, Inc | 74,697 | 3,905,000 | 6.45% | ||
| 4 | LPL Financial LLC | 42,545 | 2,223,000 | 3.67% | ||
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,793 | 2,218,000 | 3.66% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 26,224 | 1,359,000 | 2.25% | ||
| 7 | JANE STREET GROUP, LLC | 24,978 | 1,295,000 | 2.14% | ||
| 8 | ROYAL BANK OF CANADA | 10,464 | 542,000 | 0.90% | ||
| 9 | CITADEL ADVISORS LLC | 10,182 | 528,000 | 0.87% | ||
| 10 | MORGAN STANLEY | 7,055 | 365,000 | 0.60% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 6,788 | 352,000 | 0.58% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 4,921 | 255,000 | 0.42% | ||
| 13 | ADVISOR GROUP, INC. | 280 | 14,000 | 0.02% |
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.
