| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 757,265 | 63,883,000 | 48.86% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 398,120 | 33,585,000 | 25.69% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 133,460 | 11,259,000 | 8.61% | ||
| 4 | 1834 INVESTMENT ADVISORS CO | 97,992 | 8,267,000 | 6.32% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 38,771 | 3,271,000 | 2.50% | ||
| 6 | SYNOVUS FINANCIAL CORP | 33,640 | 2,838,000 | 2.17% | ||
| 7 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 18,162 | 1,532,000 | 1.17% | ||
| 8 | InterOcean Capital, LLC | 14,021 | 1,183,000 | 0.90% | ||
| 9 | LOEB PARTNERS CORP | 11,800 | 995,000 | 0.76% | ||
| 10 | Reynders McVeigh Capital Management, LLC | 9,466 | 799,000 | 0.61% | ||
| 11 | DOWLING & YAHNKE LLC | 9,456 | 798,000 | 0.61% | ||
| 12 | L & S Advisors Inc | 8,828 | 745,000 | 0.57% | ||
| 13 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5,221 | 440,000 | 0.34% | ||
| 14 | PATTEN & PATTEN INC/TN | 4,531 | 382,000 | 0.29% | ||
| 15 | BALASA DINVERNO & FOLTZ LLC | 3,487 | 294,000 | 0.22% | ||
| 16 | Crestwood Advisors Group, LLC | 3,090 | 261,000 | 0.20% | ||
| 17 | OARSMAN CAPITAL, INC. | 2,666 | 225,000 | 0.17% |
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.
