7Baggers
Quarterly
Annual
    Unit: USD2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-03-31 2015-12-31 2015-06-30 2015-03-31 2014-09-30 2014-06-30 2013-12-31 2013-09-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31 2011-09-30 2011-06-30 2011-03-31 2010-12-31 2010-09-30 2010-06-30 
      
    		                                                     
      assets
    		                                                     
      current assets:
    		                                                     
      cash and cash equivalents
    		193,356,000 121,967,000 61,226,000 91,378,000 43,211,000 59,019,000 52,664,000 162,173,000 241,330,000 338,115,000 359,614,000 429,279,000 393,799,000 369,524,000 371,977,000 384,565,000 362,918,000 92,244,000 68,601,000 82,505,000 71,632,000 77,717,000 245,735,000 289,345,000 153,542,000 134,032,000 43,965,000 60,115,000 48,704,000 27,730,000 39,479,000 52,592,000 50,662,000 36,550,000 51,718,000 198,927,000 209,914,000 105,899,000 64,464,000 49,942,000 36,683,000 32,218,000 29,983,000 21,133,000 13,400,000 70,636,000 64,909,000 83,553,000 78,600,000 71,815,000 67,668,000 63,565,000 22,830,000 
      fees receivable
    		110,098,000 129,252,000 135,630,000 120,958,000 110,643,000 123,696,000 122,704,000 101,696,000 96,098,000 82,878,000 88,377,000 95,291,000 116,137,000 81,037,000 79,293,000 80,064,000 76,328,000 74,871,000 81,133,000 67,815,000 64,402,000 71,632,000 66,365,000 68,004,000 64,635,000 64,164,000 66,614,000             19,848,000 18,634,000 10,811,000 9,188,000 10,692,000 8,631,000 8,610,000 9,644,000 8,591,000 8,693,000 8,568,000    
      prepaid expenses and other current assets
    		59,570,000 57,899,000 53,330,000 51,472,000 49,299,000 41,906,000 47,391,000 41,363,000 55,078,000 46,627,000 53,488,000 42,706,000 39,585,000 40,619,000 37,751,000 40,570,000 41,966,000 38,665,000 37,699,000 32,183,000 30,976,000 40,046,000 36,916,000 23,557,000 23,965,000 22,721,000 24,961,000 19,470,000 23,999,000 18,938,000 20,156,000 16,224,000 19,811,000 22,880,000 15,175,000 20,653,000 20,091,000 6,357,000 6,660,000 7,155,000 8,198,000 2,830,000 2,501,000 2,936,000 7,036,000 3,137,000 4,040,000 2,898,000 2,448,000 2,506,000 2,026,000 2,597,000 3,895,000 
      total current assets
    		363,024,000 309,118,000 305,202,000 263,808,000 203,153,000 224,621,000 222,759,000 305,232,000 392,506,000 467,620,000 501,479,000 567,276,000 549,521,000 491,180,000 489,021,000 505,199,000 481,212,000 205,780,000 187,433,000 182,503,000 167,010,000 189,395,000 349,016,000 380,906,000 242,142,000 220,917,000 135,540,000 131,107,000 122,429,000 96,234,000 104,366,000 113,084,000 112,924,000 94,885,000 113,649,000 253,447,000 260,838,000 141,150,000 99,686,000 79,407,000 66,231,000 47,659,000 43,761,000 35,372,000 29,677,000 82,529,000 78,785,000 95,042,000 89,792,000 82,889,000 78,936,000 73,924,000 33,203,000 
      property and equipment
    		41,632,000 45,641,000 46,856,000 48,223,000 65,785,000 66,668,000 64,144,000 62,443,000 60,061,000 61,392,000 62,848,000 50,215,000 48,158,000 50,008,000 51,077,000 47,969,000 48,983,000 49,752,000 53,190,000 53,756,000 53,565,000 51,016,000 46,794,000 44,991,000 44,713,000 40,397,000 40,038,000 35,909,000 35,274,000 34,787,000 33,540,000 33,000,000 32,566,000 27,122,000 28,681,000 18,283,000 17,087,000 16,438,000 14,565,000 12,766,000 12,493,000 11,273,000 11,791,000 12,294,000 12,377,000 10,667,000 11,091,000 11,125,000 10,816,000 10,268,000 9,713,000 9,730,000 9,830,000 
      internally developed software
    		207,311,000 205,090,000 214,507,000 224,713,000 217,411,000 207,235,000 196,874,000 184,558,000 173,285,000 159,751,000 147,014,000 133,659,000 125,590,000 114,770,000 105,288,000 96,501,000 87,478,000 78,024,000 68,227,000 60,263,000 53,325,000 48,059,000 42,771,000 38,209,000 34,077,000 29,257,000 25,080,000 22,174,000 20,279,000 18,111,000 15,792,000 14,860,000 13,544,000 10,490,000 9,897,000 7,999,000 7,555,000 6,740,000 6,394,000 5,740,000 5,352,000 4,678,000 4,324,000 4,053,000 3,752,000 3,487,000 3,524,000 3,565,000 3,639,000 3,654,000 3,621,000 3,645,000 3,724,000 
      intangible assets
    		301,426,000 311,868,000 323,326,000 338,068,000 346,211,000 361,335,000 377,055,000 379,995,000 398,082,000 386,231,000 400,876,000 400,396,000 417,644,000 435,023,000 443,023,000 435,041,000 452,583,000 471,091,000 489,840,000 505,589,000 489,918,000 509,159,000 296,813,000 305,241,000 318,267,000 313,743,000 327,162,000 222,731,000 233,525,000 243,902,000 254,973,000 265,558,000 262,234,000 286,174,000 292,675,000 67,911,000 58,514,000 32,210,000 31,398,000 35,698,000 38,348,000 25,566,000 27,150,000 28,910,000 30,712,000 11,246,000 12,225,000 690,000 817,000 1,048,000 1,330,000 1,661,000 1,944,000 
      goodwill
    		690,885,000 690,885,000 779,916,000 806,563,000 998,381,000 998,436,000 998,428,000 998,414,000 996,267,000 936,054,000 925,003,000 925,154,000 924,504,000 928,493,000 906,756,000 906,773,000 906,697,000 906,499,000 906,501,000 879,850,000 907,995,000 908,686,000 540,524,000 519,102,000 519,923,000 526,955,000 530,027,000 432,955,000 432,746,000 432,850,000 432,339,000 431,936,000 422,565,000 426,695,000 421,273,000 126,367,000 104,976,000 77,918,000 74,868,000 74,335,000 74,335,000 65,644,000 65,644,000 66,152,000 66,152,000 21,334,000 22,223,000 2,031,000 2,031,000 2,031,000 2,031,000 1,983,000 1,399,000 
      operating lease right-of-use assets
    		63,600,000 65,257,000 67,127,000 69,154,000 72,929,000 75,079,000 79,553,000 81,596,000 83,472,000 83,494,000 88,011,000 90,714,000 93,204,000 93,298,000 99,231,000 105,249,000 76,090,000 73,537,000 78,860,000 82,796,000 78,515,000 72,191,000 67,728,000                               
      investments in unconsolidated entities
    		93,378,000 96,755,000                                                    
      other assets
    		67,448,000 70,358,000 127,111,000 126,723,000 127,019,000 120,531,000 117,644,000                                               
      total assets
    		1,828,704,000 1,794,972,000 1,864,045,000 1,877,252,000 2,030,889,000 2,053,905,000 2,056,457,000 2,112,165,000 2,203,221,000 2,187,400,000 2,199,770,000 2,241,182,000 2,217,345,000 2,170,696,000 2,142,988,000 2,144,290,000 2,101,261,000 1,831,405,000 1,830,458,000 1,801,884,000 1,787,136,000 1,812,340,000 1,370,591,000 1,313,747,000 1,183,015,000 1,155,176,000 1,082,129,000 862,052,000 862,222,000 839,666,000 854,145,000 872,401,000 869,950,000 856,244,000 885,565,000 485,628,000 458,816,000 287,533,000 240,388,000 221,242,000 208,501,000 165,649,000 162,399,000 157,512,000 153,012,000 139,154,000 137,702,000 153,312,000 148,845,000 144,363,000 141,868,000 137,382,000 98,327,000 
      liabilities and equity
    		                                                     
      current liabilities:
    		                                                     
      accounts payable, accrued expenses and other current liabilities
    		261,464,000 225,508,000 201,126,000 241,424,000 224,385,000 239,836,000 195,983,000                                               
      operating lease liabilities
    		11,768,000 12,149,000 12,479,000 12,909,000 13,297,000 13,222,000 12,270,000 11,949,000 12,133,000 10,852,000 10,439,000 10,999,000 12,021,000 12,477,000 13,270,000 13,649,000 13,835,000 13,926,000 13,736,000 13,816,000 12,961,000 12,918,000 12,309,000                               
      deferred revenue
    		28,732,000 34,567,000 34,584,000 38,201,000 32,563,000 35,846,000 44,445,000 36,363,000 34,082,000 37,453,000 44,427,000 33,473,000 34,609,000 38,645,000 42,921,000 34,918,000 40,037,000 42,861,000 40,177,000 34,753,000 35,989,000 37,601,000 31,639,000 23,988,000 24,423,000 25,739,000 27,493,000 21,246,000 18,388,000 19,055,000 19,591,000 16,499,000 15,379,000 17,576,000 15,089,000 7,872,000 5,702,000 5,958,000 6,566,000 6,245,000 6,522,000 6,229,000 5,768,000 5,340,000 5,214,000 530,000 79,000 113,000 102,000 68,000 232,000 81,000 197,000 
      current portion of debt
    		315,896,000     20,000,000 44,954,000                       38,696,000 60,221,000 37,926,000 33,177,000 8,064,000                    
      total current liabilities
    		617,860,000 272,224,000 257,187,000 292,534,000 270,245,000 308,904,000 297,652,000 327,064,000 616,268,000 610,036,000 274,807,000 288,723,000 269,405,000 247,814,000 228,921,000 236,369,000 226,320,000 209,285,000 202,918,000 203,790,000 366,317,000 353,474,000 338,726,000 343,296,000 334,086,000 157,116,000 158,331,000 140,355,000 136,535,000 157,518,000 171,702,000 155,954,000 135,591,000 102,631,000 111,457,000 70,147,000 65,138,000 88,174,000 52,977,000 53,023,000 47,023,000 29,182,000 28,583,000 26,751,000 24,382,000 16,156,000 17,143,000 16,647,000 16,002,000 15,055,000 15,957,000 14,678,000 19,396,000 
      debt, net of current portion
    		564,429,000 879,079,000    874,175,000 872,968,000                                               
      operating lease liabilities, net of current portion
    		93,115,000 95,294,000 98,085,000 100,830,000 102,717,000 105,606,000 108,568,000                                               
      deferred tax liabilities
    		15,169,000 15,208,000 15,716,000 16,568,000 14,598,000 15,815,000 21,445,000 16,196,000 14,976,000 12,912,000 2,108,000 21,021,000 27,754,000 33,576,000 23,042,000 34,740,000 36,088,000 27,106,000 26,680,000 29,481,000 22,657,000 31,292,000 809,000 640,000 1,943,000 2,154,000 1,291,000 969,000 12,216,000 12,094,000 8,239,000 5,555,000  911,000  224,000 1,304,000           53,000  122,000    
      other liabilities
    		11,518,000 16,820,000 17,897,000 16,202,000 16,138,000 16,947,000 18,644,000                                               
      total liabilities
    		1,302,091,000 1,278,625,000 1,266,727,000 1,302,746,000 1,279,088,000 1,321,447,000 1,319,277,000 1,344,561,000 1,262,937,000 1,253,408,000 1,246,615,000 1,281,640,000 1,270,270,000 1,253,230,000 1,229,259,000 1,168,472,000 1,147,894,000 957,668,000 966,261,000 934,308,000 926,218,000 958,550,000 749,053,000 681,145,000 670,200,000 653,138,000 625,189,000 424,482,000 451,761,000 435,598,000 449,346,000 458,214,000 433,598,000 421,333,000 444,738,000 246,560,000 240,656,000 112,743,000 76,652,000 73,470,000 65,542,000 36,956,000 36,403,000 33,561,000 31,125,000 21,110,000 22,063,000 40,250,000 38,864,000 38,846,000 39,549,000 36,373,000 40,935,000 
      commitments and contingencies
    		                                                     
      stockholders' equity
    		                                                     
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of september 30, 2024 and december 31, 2023
    		                                                     
      common stock
    		359,000 358,000 358,000 355,000 354,000 353,000 352,000 350,000 349,000 348,000 347,000 344,000 343,000 342,000 341,000 339,000 337,000 337,000 335,000 331,000 329,000 327,000 309,000 306,000 293,000 291,000 290,000 287,000 284,000 283,000 282,000 278,000 276,000 275,000 270,000 238,000 236,000 230,000 230,000 228,000 228,000 221,000 220,000 220,000 220,000 218,000 218,000 218,000 217,000 216,000 215,000 189,000 69,000 
      treasury stock
    		-288,420,000 -284,728,000 -281,022,000 -272,573,000 -270,555,000 -267,325,000 -264,283,000 -253,551,000 -164,844,000 -162,344,000 -147,566,000 -134,996,000 -129,877,000 -125,583,000 -121,679,000 -110,466,000 -107,248,000 -103,781,000 -100,164,000 -90,965,000 -87,555,000 -83,820,000 -77,677,000 -67,858,000 -64,926,000 -61,437,000 -56,338,000 -47,042,000 -44,687,000 -42,718,000 -39,718,000 -33,068,000 -31,619,000 -27,725,000 -20,654,000       -10,925,000 -10,558,000 -10,543,000 -10,499,000 -10,499,000 -10,421,000 -10,421,000 -10,421,000 -10,421,000 -10,327,000 -9,565,000 -8,349,000 
      additional paid-in capital
    		1,259,274,000 1,243,483,000 1,225,270,000 1,206,627,000 1,193,036,000 1,175,464,000 1,154,012,000 1,135,284,000 1,195,624,000 1,176,763,000 1,153,892,000 1,131,628,000 1,108,864,000 1,089,263,000 1,072,839,000 1,166,774,000 1,150,198,000 1,071,502,000 1,054,312,000 1,037,141,000 1,030,861,000 1,015,578,000 777,926,000 761,128,000 637,639,000 624,378,000 567,155,000 556,257,000 544,895,000 534,997,000 526,335,000 516,675,000 504,529,000 486,707,000 474,726,000 270,967,000 252,483,000 208,819,000 202,729,000 192,341,000 188,187,000 176,133,000 173,611,000 171,393,000 169,836,000 165,327,000 163,584,000 162,836,000 161,681,000 159,665,000 157,778,000 156,599,000 110,171,000 
      accumulated deficit
    		-436,000,000 -434,339,000 -355,138,000 -357,651,000 -174,480,000 -181,571,000 -160,155,000 -118,927,000 -82,422,000 -75,132,000 -51,847,000 -37,988,000 -32,879,000 -44,619,000 -36,338,000 -79,912,000 -87,155,000 -89,065,000 -84,141,000 -75,664,000 -79,254,000 -76,174,000 -77,067,000 -58,882,000 -59,105,000 -62,059,000 -56,533,000 -73,854,000 -91,499,000 -90,179,000 -83,709,000 -70,574,000 -38,000,000 -26,000,000 -15,007,000       -36,736,000 -37,277,000 -37,119,000 -37,670,000 -37,002,000 -37,742,000 -39,571,000 -41,496,000 -43,943,000 -45,347,000 -46,214,000 -44,499,000 
      accumulated other comprehensive loss
    		-8,600,000 -8,427,000 -8,571,000 -8,567,000 -4,559,000 -4,408,000 -4,312,000 -8,589,000 -7,949,000 -6,470,000 -3,377,000 -1,899,000 -2,016,000 -2,286,000 -1,022,000 -398,000 -1,459,000 -3,198,000 -4,773,000 -1,749,000 -2,118,000 -660,000 -772,000                               
      total stockholders’ equity attributable to envestnet, inc.
    		526,613,000 516,347,000                                                    
      non-controlling interest
    		  16,421,000 6,315,000 8,005,000 9,945,000 11,566,000 13,037,000 -474,000 827,000 1,706,000 2,453,000 2,640,000 349,000 -412,000 -519,000 -1,306,000 -2,058,000 -1,372,000 -1,518,000 -1,345,000 -1,461,000 -1,181,000 -1,098,000 -139,000 704,000 1,169,000 398,000 398,000 398,000 398,000 398,000 398,000 398,000 398,000 556,000 556,000 556,000 556,000               
      total equity
    		526,613,000 516,347,000 597,318,000 574,506,000 751,801,000 732,458,000 737,180,000 767,604,000 940,284,000 933,992,000 953,155,000 959,542,000 947,075,000 917,466,000 913,729,000 975,818,000 953,367,000 873,737,000 864,197,000 867,576,000 860,918,000 853,790,000 621,538,000 632,602,000 511,915,000 501,138,000 456,040,000 436,670,000 409,561,000 403,168,000 403,899,000 413,287,000 435,452,000 434,011,000 439,927,000 237,568,000 216,660,000 173,290,000 163,736,000               
      total liabilities and equity
    		1,828,704,000 1,794,972,000 1,864,045,000 1,877,252,000 2,030,889,000 2,053,905,000 2,056,457,000 2,112,165,000 2,203,221,000 2,187,400,000 2,199,770,000 2,241,182,000 2,217,345,000 2,170,696,000 2,142,988,000 2,144,290,000 2,101,261,000 1,831,405,000 1,830,458,000 1,801,884,000 1,787,136,000 1,812,340,000 1,370,591,000 1,313,747,000 1,183,015,000 1,155,176,000 1,082,129,000 862,052,000 862,222,000 839,666,000 854,145,000 872,401,000 869,950,000 856,244,000 885,565,000 485,628,000 458,816,000 287,533,000 240,388,000               
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of june 30, 2024 and december 31, 2023
    		                                                     
      assets held for deconsolidation
    		  55,016,000                                                   
      liabilities held for deconsolidation
    		  8,998,000                                                   
      debt
    		  877,842,000 876,612,000 875,390,000                                                 
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of march 31, 2024 and december 31, 2023
    		                                                     
      total stockholders’ equity, attributable to envestnet, inc.
    		  580,897,000 568,191,000 743,796,000 722,513,000 725,614,000                                               
      stockholders’ equity
    		                                                     
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of december 31, 2023 and december 31, 2022
    		                                                     
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of september 30, 2023 and december 31, 2022
    		                                                     
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of june 30, 2023 and december 31, 2022
    		                                                     
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of march 31, 2023 and december 31, 2022
    		                                                     
      other non-current assets
    		       99,927,000 99,548,000 92,858,000 74,539,000 73,768,000 58,724,000 57,924,000 48,592,000 47,558,000 48,218,000 46,722,000 46,407,000 37,127,000 36,808,000 33,834,000 26,945,000 25,298,000 23,893,000 23,907,000 24,282,000 17,176,000 17,969,000 13,782,000 13,135,000 13,963,000 13,156,000 10,878,000 16,702,000 11,621,000 9,846,000 4,710,000 5,110,000 4,929,000 4,800,000 3,776,000 3,535,000 3,544,000 3,284,000 3,165,000 3,162,000 3,238,000 2,175,000 2,176,000 2,188,000 2,053,000 2,113,000 
      accrued expenses and other liabilities
    		       216,532,000 207,025,000 198,230,000 201,087,000 224,416,000 200,206,000 174,957,000 136,417,000 158,548,000 141,290,000 134,763,000 132,142,000 137,944,000 133,170,000 118,608,000 101,457,000 133,298,000 124,364,000 109,537,000 110,598,000 105,897,000 102,877,000 86,230,000 79,272,000 87,763,000 74,650,000 61,360,000 83,411,000                   
      accounts payable
    		       17,334,000 19,447,000 20,444,000 18,854,000 19,092,000 21,763,000 20,423,000 24,567,000 18,003,000 29,609,000 16,132,000 14,294,000 17,277,000 13,231,000 15,165,000 25,135,000 19,567,000 20,577,000 21,133,000 18,067,000 11,097,000 13,215,000 11,542,000 12,618,000 11,480,000 10,456,000 10,441,000 10,420,000 6,402,000 5,151,000 7,537,000 6,728,000 5,528,000 4,505,000 2,492,000 2,614,000 2,519,000 2,683,000 2,266,000 1,974,000 2,013,000 1,758,000 2,056,000 1,707,000 1,760,000 2,141,000 
      current portion of long-term debt
    		       44,886,000 343,581,000 343,057,000                                            
      long-term debt
    		       871,769,000   850,097,000 848,862,000 847,633,000 846,411,000 845,195,000                                       
      non-current operating lease liabilities
    		       110,652,000 109,749,000 110,623,000 103,332,000 105,920,000 107,852,000 107,045,000 109,458,000 112,182,000 83,820,000 81,600,000 84,935,000 88,365,000 83,319,000 77,431,000 73,377,000                               
      other non-current liabilities
    		       18,880,000 12,938,000 11,555,000 16,271,000 17,114,000 17,626,000 18,384,000 22,643,000 25,557,000 37,700,000 36,993,000 34,967,000 32,360,000 28,748,000 28,193,000 24,452,000 18,005,000 17,437,000 16,744,000 16,538,000 15,102,000 14,527,000 15,027,000 14,614,000 13,436,000 10,625,000 6,706,000 6,288,000 2,100,000 2,374,000 2,682,000 2,548,000 2,404,000 2,683,000 1,673,000 1,739,000 752,000 689,000 618,000 573,000 816,000 744,000 672,000 612,000 576,000 542,000 
      equity:
    		                                                     
      stockholders’ equity:
    		                                                     
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of december 31, 2022 and december 31, 2021
    		                                                     
      total stockholders’ equity
    		       754,567,000 940,758,000 933,165,000 951,449,000 957,089,000 944,435,000 917,117,000 914,141,000 976,337,000 954,673,000 875,795,000 865,569,000 869,094,000 862,263,000 855,251,000 622,719,000 633,700,000 512,054,000 500,434,000 454,871,000 436,272,000 409,163,000 402,770,000 403,501,000 412,889,000 435,054,000 433,613,000 439,529,000 237,012,000 216,104,000 172,734,000 163,180,000 147,772,000 142,959,000 128,693,000 125,996,000 123,951,000 121,887,000 118,044,000 115,639,000 113,062,000 109,981,000 105,517,000 102,319,000 101,009,000 57,392,000 
      long-term debt, net of current portion
    		        509,006,000 508,282,000                                            
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of september 30, 2022 and december 31, 2021
    		                                                     
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of june 30, 2022 and december 31, 2021
    		                                                     
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of march 31, 2022 and december 31, 2021
    		                                                     
      contingent consideration
    		           743,000 806,000 1,312,000 11,746,000 11,251,000 1,549,000 1,603,000 2,569,000    744,000 732,000 719,000 707,000 2,173,000 2,115,000 2,055,000 1,995,000  2,286,000 1,929,000 5,190,000 2,537,000 7,422,000 7,139,000 6,095,000 6,000,000               
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of december 31, 2021 and december 31, 2020
    		                                                     
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of september 30, 2021 and december 31, 2020
    		                                                     
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of june 30, 2021 and december 31, 2020
    		                                                     
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of march 31, 2021 and december 31, 2020
    		                                                     
      convertible notes
    		               756,503,000 749,918,000          160,638,000 158,990,000 157,353,000 155,729,000 154,146,000 152,575,000 151,019,000 147,939,000 150,133,000 147,627,000 146,411,000                 
      revolving credit facility
    		                 275,000,000 290,000,000 260,000,000 100,000,000 145,000,000     261,168,000 81,168,000 101,168,000                         
      preferred stock, par value 0.005, 50,000,000 shares authorized; no shares issued and outstanding as of december 31, 2020 and december 31, 2019
    		                                                     
      preferred stock, par value 0.005, 50,000,000 shares authorized
    		                                                     
      convertible notes due 2023
    		                 311,031,000 308,262,000 305,513,000 302,785,000 300,078,000 297,392,000 294,725,000 292,078,000 289,562,000                            
      convertible notes due 2019
    		                    170,966,000 169,182,000 167,442,000 165,711,000 164,003,000 162,299,000                            
      deferred rent and lease incentive
    		                       17,569,000 17,373,000 17,334,000 16,650,000 15,185,000 14,867,000 14,398,000 12,327,000 12,060,000 12,174,000 10,805,000                    
      assets:
    		                                                     
      liabilities and equity:
    		                                                     
      redeemable units in ers
    		                        900,000 900,000 900,000 900,000 900,000 900,000 900,000 900,000 900,000 900,000 900,000                   
      accumulated other comprehensive income
    		                       -994,000 -1,847,000 -739,000 297,000 624,000 170,000 387,000 311,000 -422,000 -132,000 356,000 194,000                   
      fees and other receivables
    		                           51,522,000 49,726,000 49,566,000 44,731,000 44,268,000 42,451,000 35,455,000 46,756,000   24,514,000 24,857,000               
      term notes
    		                             65,350,000 70,448,000 100,409,000 106,674,000 136,819,000 150,000,000                   
      deferred tax assets
    		                                12,961,000  2,688,000 4,635,000 4,635,000 4,380,000 3,705,000 2,462,000 2,716,000 1,800,000 2,089,000 611,000 610,000 146,000 192,000  51,000  13,649,000 14,370,000 14,952,000 
      deferred rent
    		                                  5,548,000 4,122,000 3,861,000 2,910,000 2,575,000               
      lease incentive
    		                                  5,428,000 5,253,000 5,445,000 5,726,000 4,146,000               
      fees and other receivable
    		                                   29,232,000 26,198,000                 
      accrued expenses
    		                                   48,451,000 47,146,000 38,584,000 33,683,000 35,242,000 30,405,000 20,461,000 20,201,000 18,892,000 16,485,000 13,186,000 14,919,000 13,300,000 12,978,000 11,647,000 12,859,000 11,573,000 12,959,000 
      redeemable units in ers, llc
    		                                   1,500,000 1,500,000 1,500,000                
      bank indebtedness
    		                                     30,000,000                
      liabilities and stockholders’ equity
    		                                                     
      contingent consideration liability
    		                                       6,008,000 5,591,000             
      deferred revenue liability
    		                                       1,148,000              
      deferred rent liability
    		                                       2,051,000 1,916,000 2,348,000 2,195,000 2,038,000 1,891,000 1,492,000 1,414,000 1,350,000 1,285,000     
      lease incentive liability
    		                                       3,547,000 3,381,000 3,753,000 3,886,000 4,020,000 4,163,000 2,844,000 2,933,000 3,022,000 2,620,000     
      total liabilities and stockholders’ equity
    		                                       221,242,000 208,501,000 165,649,000 162,399,000 157,512,000 153,012,000 139,154,000 137,702,000 153,312,000 148,845,000 144,363,000 141,868,000 137,382,000 98,327,000 
      preferred stock
    		                                                     
      note payable
    		                                             174,000 171,000 168,000 164,000 162,000 159,000 156,000 153,000 
      customer inducements
    		                                               26,606,000 27,987,000 29,194,000 30,400,000 30,016,000 31,162,000 
      customer inducements payable
    		                                               1,000,000 1,000,000 1,000,000 18,806,000 16,878,000 16,691,000 
      deferred rent and lease incentive liability
    		                                                 3,946,000 4,015,000 4,085,000 4,153,000 
      fees receivable, net of allowance for doubtful accounts of 76 and 0, respectively
    		                                                  9,135,000 7,762,000  
      deferred tax assets - current
    		                                                  107,000  16,000 
      notes receivable including affiliate - current, net of allowance of 103 and 0, respectively
    		                                                     
      notes receivable including affiliate and officer, net of allowance of 206 and 0, respectively
    		                                                     
      customer inducements payable - current
    		                                                  1,000,000 1,000,000 3,946,000 
      note payable - current
    		                                                  159,000 156,000 153,000 
      deferred tax liabilities - current
    		                                                   108,000  
      fees receivable, net of allowance for doubtful accounts of 76 and 603, respectively
    		                                                    5,613,000 
      notes receivable including affiliate - current, net of allowance of 103 and 817, respectively
    		                                                    849,000 
      notes receivable including affiliate and officer, net of allowance of 206 and 1,633, respectively
    		                                                     
    The information provided in this report is taken from www.sec.gov and many other data providers. While we have conducted our best efforts to ensure that the parsed data is accurate, we cannot guarantee its accuracy. Please use caution and understand that any consequences of its use are your own responsibility.