| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 457,958 | 21,167,000 | 64.67% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 69,083 | 3,193,000 | 9.75% | ||
| 3 | Veritable, L.P. | 44,285 | 2,047,000 | 6.25% | ||
| 4 | TRAIN BABCOCK ADVISORS LLC | 31,800 | 1,470,000 | 4.49% | ||
| 5 | ALBION FINANCIAL GROUP /UT | 29,204 | 1,350,000 | 4.12% | ||
| 6 | ROTHSCHILD INVESTMENT LLC /IL | 21,656 | 1,001,000 | 3.06% | ||
| 7 | S&CO INC | 20,000 | 924,000 | 2.82% | ||
| 8 | WOODMONT INVESTMENT COUNSEL LLC | 15,353 | 710,000 | 2.17% | ||
| 9 | PINNACLE ASSOCIATES LTD | 13,240 | 612,000 | 1.87% | ||
| 10 | Stillwater Capital Advisors, LLC | 5,600 | 259,000 | 0.79% |
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.
