| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AVIANCE CAPITAL MANAGEMENT, LLC | 327,932 | 7,946,000 | 41.24% | ||
| 2 | Waldron Private Wealth LLC | 291,087 | 7,053,000 | 36.61% | ||
| 3 | Veritable, L.P. | 88,322 | 2,140,000 | 11.11% | ||
| 4 | RONALD BLUE & CO LLC | 69,338 | 1,680,000 | 8.72% | ||
| 5 | Evensky & Katz LLC | 18,528 | 448,000 | 2.33% |
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.
