| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 750,939 | 60,023,000 | 64.33% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 138,686 | 11,085,000 | 11.88% | ||
| 3 | 1834 INVESTMENT ADVISORS CO | 94,063 | 7,518,000 | 8.06% | ||
| 4 | SYNOVUS FINANCIAL CORP | 34,385 | 2,748,000 | 2.95% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 29,358 | 2,347,000 | 2.52% | ||
| 6 | BOYS ARNOLD & CO INC | 19,205 | 1,535,000 | 1.65% | ||
| 7 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 18,677 | 1,493,000 | 1.60% | ||
| 8 | InterOcean Capital, LLC | 14,021 | 1,121,000 | 1.20% | ||
| 9 | L & S Advisors Inc | 12,443 | 995,000 | 1.07% | ||
| 10 | DOWLING & YAHNKE LLC | 9,724 | 777,000 | 0.83% | ||
| 11 | Reynders McVeigh Capital Management, LLC | 9,191 | 735,000 | 0.79% | ||
| 12 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8,818 | 705,000 | 0.76% | ||
| 13 | LOEB PARTNERS CORP | 8,800 | 703,000 | 0.75% | ||
| 14 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 7,910 | 632,000 | 0.68% | ||
| 15 | Crestwood Advisors Group, LLC | 4,537 | 363,000 | 0.39% | ||
| 16 | BALASA DINVERNO & FOLTZ LLC | 3,487 | 279,000 | 0.30% | ||
| 17 | OARSMAN CAPITAL, INC. | 3,038 | 243,000 | 0.26% |
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.
