| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Waldron Private Wealth LLC | 294,641 | 8,170,000 | 54.97% | ||
| 2 | Evensky & Katz LLC | 90,842 | 2,519,000 | 16.95% | ||
| 3 | Veritable, L.P. | 84,621 | 2,347,000 | 15.79% | ||
| 4 | RONALD BLUE & CO LLC | 27,458 | 761,000 | 5.12% | ||
| 5 | Camelot Portfolios, LLC | 46,124 | 672,000 | 4.52% | ||
| 6 | AVIANCE CAPITAL MANAGEMENT, LLC | 12,008 | 333,000 | 2.24% | ||
| 7 | Crosspoint Capital Strategies, LLC | 1,341 | 37,000 | 0.25% | ||
| 8 | PATHSTONE FAMILY OFFICE, LLC | 815 | 23,000 | 0.15% |
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.
