| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Waldron Private Wealth LLC | 185,382 | 4,558,000 | 38.93% | ||
| 2 | RONALD BLUE & CO LLC | 160,061 | 3,913,000 | 33.42% | ||
| 3 | Evensky & Katz LLC | 60,933 | 1,489,000 | 12.72% | ||
| 4 | AVIANCE CAPITAL MANAGEMENT, LLC | 39,619 | 969,000 | 8.28% | ||
| 5 | Camelot Portfolios, LLC | 50,512 | 747,000 | 6.38% | ||
| 6 | PATHSTONE FAMILY OFFICE, LLC | 815 | 20,000 | 0.17% | ||
| 7 | Crosspoint Capital Strategies, LLC | 477 | 12,000 | 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.
