| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Waldron Private Wealth LLC | 178,210 | 6,125,000 | 46.92% | ||
| 2 | Evensky & Katz LLC | 99,630 | 3,424,000 | 26.23% | ||
| 3 | KEELEY ASSET MANAGEMENT CORP | 24,400 | 839,000 | 6.43% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23,465 | 806,000 | 6.17% | ||
| 5 | Geneva Advisors, LLC | 20,670 | 710,000 | 5.44% | ||
| 6 | Camelot Portfolios, LLC | 30,681 | 454,000 | 3.48% | ||
| 7 | Veritable, L.P. | 12,460 | 428,000 | 3.28% | ||
| 8 | Boltwood Capital Management | 6,950 | 239,000 | 1.83% | ||
| 9 | PATHSTONE FAMILY OFFICE, LLC | 815 | 28,000 | 0.21% |
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.
