| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,751,451 | 96,890,000 | 73.06% | ||
| 2 | FOSTER DYKEMA CABOT & CO INC/MA | 252,840 | 13,987,000 | 10.55% | ||
| 3 | SENTINEL TRUST CO LBA | 236,737 | 13,096,000 | 9.87% | ||
| 4 | Ancora Advisors LLC | 110,419 | 6,108,000 | 4.61% | ||
| 5 | MAI Capital Management | 21,489 | 1,189,000 | 0.90% | ||
| 6 | Veritable, L.P. | 8,937 | 494,000 | 0.37% | ||
| 7 | Willingdon Wealth Management | 6,519 | 361,000 | 0.27% | ||
| 8 | BOSTON RESEARCH & MANAGEMENT INC | 4,940 | 273,000 | 0.21% | ||
| 9 | STRATTON MANAGEMENT CO | 4,000 | 221,000 | 0.17% |
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.
