| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 285,268 | 28,929,000 | 58.95% | ||
| 2 | Evensky & Katz LLC | 114,323 | 11,593,000 | 23.63% | ||
| 3 | PINNACLE ASSOCIATES LTD | 49,336 | 5,003,000 | 10.20% | ||
| 4 | Pinnacle Wealth Management Advisory Group, LLC | 12,075 | 1,225,000 | 2.50% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 10,767 | 1,092,000 | 2.23% | ||
| 6 | OARSMAN CAPITAL, INC. | 9,605 | 974,000 | 1.98% | ||
| 7 | CHARTIST INC /CA/ | 2,500 | 253,525 | 0.52% | ||
| 8 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 1,000 | 0.00% |
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.
