| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 289,403 | 15,240,000 | 41.92% | ||
| 2 | KINGS POINT CAPITAL MANAGEMENT | 189,389 | 9,973,000 | 27.43% | ||
| 3 | WBI INVESTMENTS, LLC | 126,859 | 6,680,000 | 18.38% | ||
| 4 | World Asset Management Inc | 34,996 | 1,843,000 | 5.07% | ||
| 5 | ROTHSCHILD INVESTMENT LLC /IL | 17,781 | 936,000 | 2.57% | ||
| 6 | DEARBORN PARTNERS LLC | 14,305 | 753,000 | 2.07% | ||
| 7 | Veritable, L.P. | 6,417 | 338,000 | 0.93% | ||
| 8 | Curi Capital, LLC | 5,732 | 302,000 | 0.83% | ||
| 9 | GARDNER RUSSO & QUINN LLC | 5,450 | 287,000 | 0.79% |
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.
