| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GW HENSSLER & ASSOCIATES LTD | 157,569 | 14,802,000 | 56.47% | ||
| 2 | SCHRODER INVESTMENT MANAGEMENT GROUP | 108,149 | 10,159,518 | 38.76% | ||
| 3 | LBA Wealth Management, LLC | 11,590 | 1,089,000 | 4.15% | ||
| 4 | First Washington CORP | 1,400 | 132,000 | 0.50% | ||
| 5 | Lenox Wealth Advisors, LLC | 156 | 15,000 | 0.06% | ||
| 6 | JFS WEALTH ADVISORS, LLC | 145 | 14,000 | 0.05% | ||
| 7 | NuWave Investment Management, LLC | 14 | 1,000 | 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.
