| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Regis Management CO LLC | 81,294 | 10,659,000 | 47.32% | ||
| 2 | Veritable, L.P. | 33,371 | 4,376,000 | 19.43% | ||
| 3 | S&CO INC | 30,295 | 3,972,000 | 17.63% | ||
| 4 | DOWLING & YAHNKE LLC | 9,710 | 1,273,000 | 5.65% | ||
| 5 | Cetera Advisors LLC | 6,599 | 866,000 | 3.84% | ||
| 6 | WOODMONT INVESTMENT COUNSEL LLC | 3,695 | 484,000 | 2.15% | ||
| 7 | Cetera Advisor Networks LLC | 2,915 | 383,000 | 1.70% | ||
| 8 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,900 | 249,000 | 1.11% | ||
| 9 | HOLLENCREST CAPITAL MANAGEMENT | 1,862 | 244,000 | 1.08% | ||
| 10 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 150 | 20,000 | 0.09% |
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.
