| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AVIANCE CAPITAL MANAGEMENT, LLC | 424,495 | 9,963,000 | 52.13% | ||
| 2 | Waldron Private Wealth LLC | 231,672 | 5,477,000 | 28.66% | ||
| 3 | Veritable, L.P. | 88,406 | 2,075,000 | 10.86% | ||
| 4 | RONALD BLUE & CO LLC | 64,669 | 1,518,000 | 7.94% | ||
| 5 | Evensky & Katz LLC | 2,630 | 61,000 | 0.32% | ||
| 6 | PATHSTONE FAMILY OFFICE, LLC | 815 | 19,000 | 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.
