| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 213,862 | 4,966,000 | 51.70% | ||
| 2 | Beaumont Financial Partners, LLC | 124,093 | 2,881,000 | 29.99% | ||
| 3 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 47,957 | 1,114,000 | 11.60% | ||
| 4 | First Allied Advisory Services, Inc. | 12,027 | 283,000 | 2.95% | ||
| 5 | TOWER SQUARE INVESTMENT MANAGEMENT, LLC | 10,741 | 253,000 | 2.63% | ||
| 6 | IFP ADVISORS, INC | 4,195 | 97,000 | 1.01% | ||
| 7 | Advisory Services Network, LLC | 241 | 6,000 | 0.06% | ||
| 8 | Creative Planning | 200 | 5,000 | 0.05% |
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.
