| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRAIN BABCOCK ADVISORS LLC | 17,000 | 2,027,000 | 38.83% | ||
| 2 | Veritable, L.P. | 13,227 | 1,577,000 | 30.21% | ||
| 3 | DOWLING & YAHNKE LLC | 11,310 | 1,349,000 | 25.84% | ||
| 4 | BOSTON FAMILY OFFICE LLC | 2,230 | 266,000 | 5.10% | ||
| 5 | Plante Moran Financial Advisors, LLC | 12 | 1,000 | 0.02% |
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.
