| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 454,762 | 21,196,000 | 66.87% | ||
| 2 | Veritable, L.P. | 86,720 | 4,042,000 | 12.75% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 29,154 | 1,359,000 | 4.29% | ||
| 4 | TRAIN BABCOCK ADVISORS LLC | 27,175 | 1,267,000 | 4.00% | ||
| 5 | PINNACLE ASSOCIATES LTD | 21,650 | 1,009,000 | 3.18% | ||
| 6 | ROTHSCHILD INVESTMENT LLC /IL | 19,863 | 926,000 | 2.92% | ||
| 7 | WOODMONT INVESTMENT COUNSEL LLC | 15,318 | 714,000 | 2.25% | ||
| 8 | S&CO INC | 15,000 | 699,000 | 2.21% | ||
| 9 | Stillwater Capital Advisors, LLC | 5,700 | 266,000 | 0.84% | ||
| 10 | RAND WEALTH, LLC | 4,450 | 207,000 | 0.65% | ||
| 11 | Plante Moran Financial Advisors, LLC | 212 | 10,000 | 0.03% |
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.
