| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 311,444 | 31,559,000 | 54.06% | ||
| 2 | Evensky & Katz LLC | 126,556 | 12,823,000 | 21.96% | ||
| 3 | PINNACLE ASSOCIATES LTD | 50,980 | 5,166,000 | 8.85% | ||
| 4 | KINGS POINT CAPITAL MANAGEMENT | 37,955 | 3,846,000 | 6.59% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 15,910 | 1,612,000 | 2.76% | ||
| 6 | Pinnacle Wealth Management Advisory Group, LLC | 15,125 | 1,533,000 | 2.63% | ||
| 7 | OARSMAN CAPITAL, INC. | 7,981 | 809,000 | 1.39% | ||
| 8 | SOL Capital Management CO | 7,700 | 780,000 | 1.34% | ||
| 9 | CHARTIST INC /CA/ | 2,500 | 253,325 | 0.43% | ||
| 10 | 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.
