| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOMANI WEALTH, LLC | 9,666 | 202,465,000 | 94.63% | ||
| 2 | Salient Capital Advisors, LLC | 126,788 | 6,053,000 | 2.83% | ||
| 3 | Estabrook Capital Management | 72,525 | 3,462,344 | 1.62% | ||
| 4 | Janney Montgomery Scott LLC | 31,180 | 1,489,000 | 0.70% | ||
| 5 | Coe Capital Management, LLC | 10,000 | 477,400 | 0.22% | ||
| 6 | JNBA Financial Advisors | 32 | 2,000 | 0.00% |
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.
