| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 173,596 | 16,789,000 | 51.88% | ||
| 2 | SCS Capital Management LLC | 63,256 | 6,117,000 | 18.90% | ||
| 3 | Bowling Portfolio Management LLC | 33,213 | 3,212,000 | 9.93% | ||
| 4 | DOWLING & YAHNKE LLC | 31,077 | 3,005,000 | 9.29% | ||
| 5 | S&CO INC | 13,775 | 1,332,000 | 4.12% | ||
| 6 | Caprock Group, LLC | 11,650 | 1,127,000 | 3.48% | ||
| 7 | CHARTIST INC /CA/ | 5,358 | 518,218 | 1.60% | ||
| 8 | FOSTER DYKEMA CABOT & CO INC/MA | 2,417 | 234,000 | 0.72% | ||
| 9 | Evercore Wealth Management, LLC | 250 | 24,000 | 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.
