| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Waldron Private Wealth LLC | 438,736 | 10,365,000 | 54.07% | ||
| 2 | AVIANCE CAPITAL MANAGEMENT, LLC | 233,708 | 5,497,000 | 28.68% | ||
| 3 | Veritable, L.P. | 88,322 | 2,077,000 | 10.83% | ||
| 4 | RONALD BLUE & CO LLC | 39,879 | 938,000 | 4.89% | ||
| 5 | PROFFITT & GOODSON INC | 9,675 | 228,000 | 1.19% | ||
| 6 | Evensky & Katz LLC | 2,679 | 62,000 | 0.32% | ||
| 7 | Cohen Capital Management, Inc. | 145 | 3,000 | 0.02% |
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.
