| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 80,071 | 2,395,000 | 38.43% | ||
| 2 | Rex Capital Advisors, LLC | 71,804 | 2,148,000 | 34.47% | ||
| 3 | Camelot Portfolios, LLC | 33,012 | 496,000 | 7.96% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,339 | 489,000 | 7.85% | ||
| 5 | Geneva Advisors, LLC | 15,000 | 449,000 | 7.20% | ||
| 6 | Boltwood Capital Management | 6,980 | 209,000 | 3.35% | ||
| 7 | PATHSTONE FAMILY OFFICE, LLC | 815 | 24,000 | 0.39% | ||
| 8 | Evensky & Katz LLC | 764 | 22,000 | 0.35% |
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.
