| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 740,248 | 74,876,000 | 76.90% | ||
| 2 | Evensky & Katz LLC | 92,622 | 9,368,000 | 9.62% | ||
| 3 | PINNACLE ASSOCIATES LTD | 54,150 | 5,477,000 | 5.63% | ||
| 4 | KINGS POINT CAPITAL MANAGEMENT | 44,220 | 4,473,000 | 4.59% | ||
| 5 | Pinnacle Wealth Management Advisory Group, LLC | 14,980 | 1,515,000 | 1.56% | ||
| 6 | OARSMAN CAPITAL, INC. | 5,865 | 593,000 | 0.61% | ||
| 7 | Leisure Capital Management | 5,020 | 508,000 | 0.52% | ||
| 8 | LEAVELL INVESTMENT MANAGEMENT, INC. | 3,207 | 324,000 | 0.33% | ||
| 9 | JMG Financial Group, Ltd. | 2,120 | 214,000 | 0.22% | ||
| 10 | SYNOVUS FINANCIAL CORP | 155 | 16,000 | 0.02% |
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.
