| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 2,136,966 | 103,985,000 | 42.31% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 1,012,842 | 49,285,000 | 20.05% | ||
| 3 | Barry Investment Advisors, LLC | 430,910 | 20,968,000 | 8.53% | ||
| 4 | Curi Capital, LLC | 319,661 | 15,555,000 | 6.33% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 248,640 | 12,099,000 | 4.92% | ||
| 6 | SYNOVUS FINANCIAL CORP | 245,913 | 11,966,000 | 4.87% | ||
| 7 | CUMBERLAND ADVISORS INC | 179,759 | 8,747,000 | 3.56% | ||
| 8 | CONDOR CAPITAL MANAGEMENT | 107,555 | 5,234,000 | 2.13% | ||
| 9 | ASPIRIANT HOLDINGS S3, LLC | 81,919 | 3,986,000 | 1.62% | ||
| 10 | NewFocus Financial Group, LLC | 69,566 | 3,385,000 | 1.38% | ||
| 11 | Azimuth Capital Management LLC | 65,160 | 3,171,000 | 1.29% | ||
| 12 | RONALD BLUE & CO LLC | 54,798 | 2,667,000 | 1.09% | ||
| 13 | Accuvest Global Advisors | 22,229 | 1,082,000 | 0.44% | ||
| 14 | S&CO INC | 20,000 | 973,000 | 0.40% | ||
| 15 | Veritable, L.P. | 18,960 | 923,000 | 0.38% | ||
| 16 | ArchPoint Investors | 9,110 | 443,000 | 0.18% | ||
| 17 | Fiera Capital Corp | 8,157 | 397,000 | 0.16% | ||
| 18 | 1834 INVESTMENT ADVISORS CO | 5,700 | 277,000 | 0.11% | ||
| 19 | InterOcean Capital, LLC | 5,277 | 257,000 | 0.10% | ||
| 20 | Mengis Capital Management, Inc. | 4,160 | 202,000 | 0.08% | ||
| 21 | Plante Moran Financial Advisors, LLC | 3,096 | 151,000 | 0.06% |
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.
