| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,116,997 | 227,011,000 | 67.89% | ||
| 2 | Crestwood Advisors Group, LLC | 792,757 | 43,713,000 | 13.07% | ||
| 3 | SENTINEL TRUST CO LBA | 525,298 | 28,965,000 | 8.66% | ||
| 4 | Ancora Advisors LLC | 145,357 | 8,015,000 | 2.40% | ||
| 5 | MAI Capital Management | 144,822 | 7,985,000 | 2.39% | ||
| 6 | PROBITY ADVISORS, INC. | 44,487 | 7,967,000 | 2.38% | ||
| 7 | FARR MILLER & WASHINGTON LLC/DC | 64,983 | 3,583,000 | 1.07% | ||
| 8 | RONALD BLUE & CO LLC | 51,447 | 2,837,000 | 0.85% | ||
| 9 | BOSTON RESEARCH & MANAGEMENT INC | 44,317 | 2,443,000 | 0.73% | ||
| 10 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 11,462 | 632,000 | 0.19% | ||
| 11 | Huntington Steele LLC | 8,238 | 454,000 | 0.14% | ||
| 12 | Willingdon Wealth Management | 7,170 | 395,000 | 0.12% | ||
| 13 | FIRST FOUNDATION ADVISORS | 6,876 | 379,000 | 0.11% |
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.
