| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 175,320 | 18,352,000 | 54.65% | ||
| 2 | SCS Capital Management LLC | 47,410 | 4,963,000 | 14.78% | ||
| 3 | Bowling Portfolio Management LLC | 33,479 | 3,505,000 | 10.44% | ||
| 4 | DOWLING & YAHNKE LLC | 31,191 | 3,265,000 | 9.72% | ||
| 5 | S&CO INC | 13,775 | 1,442,000 | 4.29% | ||
| 6 | Caprock Group, LLC | 11,321 | 1,185,000 | 3.53% | ||
| 7 | CHARTIST INC /CA/ | 5,643 | 590,742 | 1.76% | ||
| 8 | FOSTER DYKEMA CABOT & CO INC/MA | 2,417 | 253,000 | 0.75% | ||
| 9 | Evercore Wealth Management, LLC | 250 | 26,000 | 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.
