| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 104,622 | 11,678,000 | 61.04% | ||
| 2 | S&CO INC | 30,295 | 3,382,000 | 17.68% | ||
| 3 | DOWLING & YAHNKE LLC | 19,075 | 2,129,000 | 11.13% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 5,141 | 574,000 | 3.00% | ||
| 5 | Cetera Advisor Networks LLC | 4,205 | 470,000 | 2.46% | ||
| 6 | WOODMONT INVESTMENT COUNSEL LLC | 2,525 | 282,000 | 1.47% | ||
| 7 | FIRST FOUNDATION ADVISORS | 2,175 | 243,000 | 1.27% | ||
| 8 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,900 | 212,000 | 1.11% | ||
| 9 | Karp Capital Management Corp | 1,450 | 162,000 | 0.85% |
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.
