| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 253,947 | 21,108,000 | 69.89% | ||
| 2 | Bowling Portfolio Management LLC | 36,626 | 3,044,000 | 10.08% | ||
| 3 | DOWLING & YAHNKE LLC | 30,873 | 2,566,000 | 8.50% | ||
| 4 | S&CO INC | 30,295 | 2,518,000 | 8.34% | ||
| 5 | ASPIRIANT HOLDINGS S3, LLC | 6,325 | 526,000 | 1.74% | ||
| 6 | AUGUSTINE ASSET MANAGEMENT INC | 5,055 | 420,000 | 1.39% | ||
| 7 | Evercore Wealth Management, LLC | 250 | 21,000 | 0.07% |
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.
