| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 200,703 | 19,607,000 | 67.28% | ||
| 2 | Bowling Portfolio Management LLC | 35,344 | 3,453,000 | 11.85% | ||
| 3 | DOWLING & YAHNKE LLC | 31,396 | 3,067,000 | 10.52% | ||
| 4 | S&CO INC | 13,775 | 1,346,000 | 4.62% | ||
| 5 | Caprock Group, LLC | 11,069 | 1,081,000 | 3.71% | ||
| 6 | CHARTIST INC /CA/ | 5,795 | 566,131 | 1.94% | ||
| 7 | Evercore Wealth Management, LLC | 250 | 24,000 | 0.08% |
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.
