| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3D ASSET MANAGEMENT, INC | 480,097 | 11,561,000 | 58.47% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 180,316 | 4,342,000 | 21.96% | ||
| 3 | NORTHERN TRUST CORP | 101,425 | 2,443,000 | 12.35% | ||
| 4 | Atria Investments, Inc | 22,329 | 538,000 | 2.72% | ||
| 5 | JANE STREET GROUP, LLC | 20,959 | 505,000 | 2.55% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 15,990 | 385,000 | 1.95% |
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.
