| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 738,716 | 63,205,000 | 63.46% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 142,612 | 12,202,000 | 12.25% | ||
| 3 | 1834 INVESTMENT ADVISORS CO | 102,020 | 8,729,000 | 8.76% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 47,303 | 4,047,000 | 4.06% | ||
| 5 | SYNOVUS FINANCIAL CORP | 31,230 | 2,672,000 | 2.68% | ||
| 6 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 18,222 | 1,559,000 | 1.57% | ||
| 7 | MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 15,905 | 1,361,000 | 1.37% | ||
| 8 | InterOcean Capital, LLC | 14,021 | 1,200,000 | 1.20% | ||
| 9 | DOWLING & YAHNKE LLC | 10,326 | 883,000 | 0.89% | ||
| 10 | Reynders McVeigh Capital Management, LLC | 9,266 | 793,000 | 0.80% | ||
| 11 | LOEB PARTNERS CORP | 9,000 | 770,000 | 0.77% | ||
| 12 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5,225 | 447,000 | 0.45% | ||
| 13 | PATTEN & PATTEN INC/TN | 4,085 | 349,000 | 0.35% | ||
| 14 | L & S Advisors Inc | 3,530 | 302,000 | 0.30% | ||
| 15 | BALASA DINVERNO & FOLTZ LLC | 3,487 | 298,000 | 0.30% | ||
| 16 | WBI INVESTMENTS, LLC | 3,327 | 285,000 | 0.29% | ||
| 17 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3,075 | 263,000 | 0.26% | ||
| 18 | Crestwood Advisors Group, LLC | 2,780 | 238,000 | 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.
