| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Waldron Private Wealth LLC | 304,757 | 6,585,000 | 41.37% | ||
| 2 | RONALD BLUE & CO LLC | 156,554 | 3,366,000 | 21.14% | ||
| 3 | AVIANCE CAPITAL MANAGEMENT, LLC | 139,186 | 2,992,000 | 18.80% | ||
| 4 | Veritable, L.P. | 88,406 | 1,901,000 | 11.94% | ||
| 5 | Evensky & Katz LLC | 26,815 | 576,000 | 3.62% | ||
| 6 | Windham Capital Management, LLC | 22,373 | 481,000 | 3.02% | ||
| 7 | PATHSTONE FAMILY OFFICE, LLC | 815 | 18,000 | 0.11% |
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.
