| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Regis Management CO LLC | 76,888 | 9,873,000 | 46.14% | ||
| 2 | Veritable, L.P. | 33,194 | 4,262,000 | 19.92% | ||
| 3 | S&CO INC | 31,090 | 3,992,000 | 18.66% | ||
| 4 | DOWLING & YAHNKE LLC | 9,829 | 1,262,000 | 5.90% | ||
| 5 | Cetera Advisors LLC | 5,701 | 731,000 | 3.42% | ||
| 6 | WOODMONT INVESTMENT COUNSEL LLC | 3,275 | 421,000 | 1.97% | ||
| 7 | Cetera Advisor Networks LLC | 2,563 | 328,000 | 1.53% | ||
| 8 | KCM INVESTMENT ADVISORS LLC | 2,025 | 260,000 | 1.22% | ||
| 9 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,900 | 244,000 | 1.14% | ||
| 10 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 180 | 23,000 | 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.
