| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AVIANCE CAPITAL MANAGEMENT, LLC | 265,109 | 6,556,000 | 36.03% | ||
| 2 | Waldron Private Wealth LLC | 247,997 | 6,155,000 | 33.82% | ||
| 3 | RONALD BLUE & CO LLC | 101,579 | 2,512,000 | 13.80% | ||
| 4 | Veritable, L.P. | 88,406 | 2,186,000 | 12.01% | ||
| 5 | Windham Capital Management, LLC | 16,716 | 413,000 | 2.27% | ||
| 6 | Evensky & Katz LLC | 15,230 | 376,000 | 2.07% |
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.
