| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 50,199 | 4,563,000 | 49.23% | ||
| 2 | Atlas Brown,Inc. | 33,604 | 3,055,000 | 32.96% | ||
| 3 | BEACH INVESTMENT COUNSEL INC/PA | 9,560 | 869,000 | 9.38% | ||
| 4 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5,407 | 491,000 | 5.30% | ||
| 5 | DT Investment Partners, LLC | 2,940 | 267,000 | 2.88% | ||
| 6 | JAMES INVESTMENT RESEARCH, INC. | 260 | 24,000 | 0.26% |
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.
