| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | 110,137 | 11,081,000 | 33.41% | ||
| 2 | Evensky & Katz LLC | 92,220 | 9,278,000 | 27.97% | ||
| 3 | PINNACLE ASSOCIATES LTD | 54,075 | 5,440,000 | 16.40% | ||
| 4 | KINGS POINT CAPITAL MANAGEMENT | 35,195 | 3,541,000 | 10.68% | ||
| 5 | Pinnacle Wealth Management Advisory Group, LLC | 13,465 | 1,355,000 | 4.09% | ||
| 6 | FIRST FOUNDATION ADVISORS | 8,203 | 825,000 | 2.49% | ||
| 7 | OARSMAN CAPITAL, INC. | 7,480 | 753,000 | 2.27% | ||
| 8 | Leisure Capital Management | 4,920 | 495,000 | 1.49% | ||
| 9 | LEAVELL INVESTMENT MANAGEMENT, INC. | 2,692 | 271,000 | 0.82% | ||
| 10 | Evercore Wealth Management, LLC | 1,285 | 129,000 | 0.39% |
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.
