| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 766,647 | 64,337,000 | 66.03% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 134,460 | 11,284,000 | 11.58% | ||
| 3 | 1834 INVESTMENT ADVISORS CO | 98,283 | 8,248,000 | 8.47% | ||
| 4 | SYNOVUS FINANCIAL CORP | 35,800 | 3,004,000 | 3.08% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 29,433 | 2,470,000 | 2.54% | ||
| 6 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 18,307 | 1,536,000 | 1.58% | ||
| 7 | InterOcean Capital, LLC | 14,021 | 1,177,000 | 1.21% | ||
| 8 | LOEB PARTNERS CORP | 11,800 | 990,000 | 1.02% | ||
| 9 | DOWLING & YAHNKE LLC | 10,099 | 848,000 | 0.87% | ||
| 10 | Reynders McVeigh Capital Management, LLC | 8,991 | 755,000 | 0.77% | ||
| 11 | L & S Advisors Inc | 8,966 | 752,000 | 0.77% | ||
| 12 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4,620 | 388,000 | 0.40% | ||
| 13 | WBI INVESTMENTS, LLC | 4,613 | 387,000 | 0.40% | ||
| 14 | PATTEN & PATTEN INC/TN | 4,531 | 380,000 | 0.39% | ||
| 15 | Crestwood Advisors Group, LLC | 4,157 | 349,000 | 0.36% | ||
| 16 | BALASA DINVERNO & FOLTZ LLC | 3,487 | 293,000 | 0.30% | ||
| 17 | OARSMAN CAPITAL, INC. | 2,821 | 237,000 | 0.24% |
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.
