| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Waldron Private Wealth LLC | 248,921 | 7,234,000 | 53.57% | ||
| 2 | Evensky & Katz LLC | 82,945 | 2,410,000 | 17.85% | ||
| 3 | Camelot Portfolios, LLC | 69,684 | 1,146,000 | 8.49% | ||
| 4 | AVIANCE CAPITAL MANAGEMENT, LLC | 29,185 | 848,000 | 6.28% | ||
| 5 | SEI INVESTMENTS CO | 42,885 | 705,000 | 5.22% | ||
| 6 | RONALD BLUE & CO LLC | 20,867 | 606,000 | 4.49% | ||
| 7 | Veritable, L.P. | 11,062 | 321,000 | 2.38% | ||
| 8 | Boltwood Capital Management | 7,599 | 221,000 | 1.64% | ||
| 9 | Crosspoint Capital Strategies, LLC | 477 | 14,000 | 0.10% |
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.
