| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 68,215 | 2,944,000 | 28.85% | ||
| 2 | Veritable, L.P. | 39,420 | 1,701,000 | 16.67% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 29,204 | 1,260,000 | 12.35% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 22,511 | 972,000 | 9.53% | ||
| 5 | S&CO INC | 20,000 | 863,000 | 8.46% | ||
| 6 | WOODMONT INVESTMENT COUNSEL LLC | 13,263 | 572,000 | 5.61% | ||
| 7 | Crestwood Advisors Group, LLC | 12,485 | 539,000 | 5.28% | ||
| 8 | PINNACLE ASSOCIATES LTD | 10,875 | 469,000 | 4.60% | ||
| 9 | TRAIN BABCOCK ADVISORS LLC | 8,785 | 379,000 | 3.71% | ||
| 10 | Mengis Capital Management, Inc. | 6,100 | 263,000 | 2.58% | ||
| 11 | Stillwater Capital Advisors, LLC | 5,600 | 242,000 | 2.37% |
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.
