| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRAIN BABCOCK ADVISORS LLC | 20,325 | 1,930,000 | 40.61% | ||
| 2 | Veritable, L.P. | 13,227 | 1,256,000 | 26.43% | ||
| 3 | DOWLING & YAHNKE LLC | 6,605 | 627,000 | 13.19% | ||
| 4 | ASPIRIANT HOLDINGS S3, LLC | 5,943 | 564,000 | 11.87% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 3,958 | 376,000 | 7.91% |
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.
