| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONDOR CAPITAL MANAGEMENT | 17,240 | 2,189,000 | 41.45% | ||
| 2 | Veritable, L.P. | 13,764 | 1,748,000 | 33.10% | ||
| 3 | WOODMONT INVESTMENT COUNSEL LLC | 4,615 | 586,000 | 11.10% | ||
| 4 | DOWLING & YAHNKE LLC | 3,605 | 458,000 | 8.67% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 2,360 | 300,000 | 5.68% |
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.
