| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRAIN BABCOCK ADVISORS LLC | 17,000 | 1,885,000 | 36.12% | ||
| 2 | Veritable, L.P. | 13,227 | 1,467,000 | 28.11% | ||
| 3 | DOWLING & YAHNKE LLC | 11,745 | 1,303,000 | 24.97% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 2,947 | 327,000 | 6.27% | ||
| 5 | BOSTON FAMILY OFFICE LLC | 2,130 | 236,000 | 4.52% |
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.
