| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WestEnd Advisors, LLC | 1,470,687 | 107,933,719 | 55.20% | ||
| 2 | Independence Capital Asset Partners, LLC | 378,613 | 27,786,000 | 14.21% | ||
| 3 | Avalon Investment & Advisory | 189,014 | 13,872,000 | 7.09% | ||
| 4 | Geneva Advisors, LLC | 182,141 | 13,367,000 | 6.84% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 147,009 | 10,789,000 | 5.52% | ||
| 6 | RONALD BLUE & CO LLC | 108,190 | 7,940,000 | 4.06% | ||
| 7 | ROTHSCHILD INVESTMENT LLC /IL | 43,680 | 3,206,000 | 1.64% | ||
| 8 | Narwhal Capital Management | 37,660 | 2,764,000 | 1.41% | ||
| 9 | Convergence Investment Partners, LLC | 26,269 | 1,928,000 | 0.99% | ||
| 10 | FLPUTNAM INVESTMENT MANAGEMENT CO | 20,343 | 1,493,000 | 0.76% | ||
| 11 | NorthCoast Asset Management LLC | 18,411 | 1,351,000 | 0.69% | ||
| 12 | World Asset Management Inc | 14,299 | 1,049,000 | 0.54% | ||
| 13 | CONDOR CAPITAL MANAGEMENT | 14,086 | 1,034,000 | 0.53% | ||
| 14 | Veritable, L.P. | 7,370 | 541,000 | 0.28% | ||
| 15 | Accuvest Global Advisors | 6,240 | 458,000 | 0.23% | ||
| 16 | Karp Capital Management Corp | 400 | 29,000 | 0.01% | ||
| 17 | Cornerstone Advisors, Inc. | 21 | 2,000 | 0.00% |
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.
