| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 412,801 | 27,922,000 | 89.87% | ||
| 2 | JMG Financial Group, Ltd. | 32,063 | 2,169,000 | 6.98% | ||
| 3 | FIRST FOUNDATION ADVISORS | 5,861 | 396,000 | 1.27% | ||
| 4 | Tufton Capital Management | 4,800 | 325,000 | 1.05% | ||
| 5 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 3,825 | 259,000 | 0.83% |
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.
