| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 182,385 | 40,564,000 | 78.09% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 13,072 | 2,908,000 | 5.60% | ||
| 3 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | 8,460 | 1,882,000 | 3.62% | ||
| 4 | Veritable, L.P. | 4,526 | 1,007,000 | 1.94% | ||
| 5 | Calvert Investment Management, Inc. | 3,830 | 852,000 | 1.64% | ||
| 6 | REYNOLDS CAPITAL MANAGEMENT LLC | 3,650 | 812,000 | 1.56% | ||
| 7 | World Asset Management Inc | 3,201 | 712,000 | 1.37% | ||
| 8 | CG Asset Management LLC | 2,070 | 460,000 | 0.89% | ||
| 9 | MENLO ADVISORS LLC | 1,940 | 431,000 | 0.83% | ||
| 10 | COLDSTREAM CAPITAL MANAGEMENT INC | 1,630 | 363,000 | 0.70% | ||
| 11 | PARSONS CAPITAL MANAGEMENT INC/RI | 1,565 | 348,000 | 0.67% | ||
| 12 | HOWARD CAPITAL MANAGEMENT | 1,555 | 346,000 | 0.67% | ||
| 13 | KCM INVESTMENT ADVISORS LLC | 1,488 | 331,000 | 0.64% | ||
| 14 | RONALD BLUE & CO LLC | 1,463 | 326,000 | 0.63% | ||
| 15 | DOWLING & YAHNKE LLC | 1,355 | 301,000 | 0.58% | ||
| 16 | SONATA CAPITAL GROUP INC | 1,350 | 300,000 | 0.58% |
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.
