| 1 |
NICHOLS & PRATT ADVISERS LLP /MA |
155,845 |
20,412,000 |
13.42% |
|
|
| 2 |
PRIO WEALTH LIMITED PARTNERSHIP |
147,595 |
19,330,000 |
12.71% |
|
|
| 3 |
Curi Capital, LLC |
79,526 |
10,415,000 |
6.85% |
|
|
| 4 |
WINDWARD CAPITAL MANAGEMENT CO /CA |
77,512 |
10,151,000 |
6.67% |
|
|
| 5 |
BADGLEY PHELPS & BELL INC |
67,250 |
8,808,000 |
5.79% |
|
|
| 6 |
CIM, LLC |
57,590 |
7,543,000 |
4.96% |
|
|
| 7 |
FORBES J M & CO LLP |
57,397 |
7,517,000 |
4.94% |
|
|
| 8 |
HEADINVEST, LLC |
42,863 |
5,614,000 |
3.69% |
|
|
| 9 |
Constellation Wealth Advisors, LLC |
42,300 |
5,540,000 |
3.64% |
|
|
| 10 |
FRANKLIN STREET ADVISORS INC /NC |
40,676 |
5,327,000 |
3.50% |
|
|
| 11 |
World Asset Management Inc |
40,288 |
5,276,000 |
3.47% |
|
|
| 12 |
Patriot Wealth Management, Inc. |
34,652 |
4,538,000 |
2.98% |
|
|
| 13 |
GARDNER RUSSO & QUINN LLC |
27,150 |
3,556,000 |
2.34% |
|
|
| 14 |
J.P. Morgan Private Wealth Advisors LLC |
26,808 |
3,511,000 |
2.31% |
|
|
| 15 |
NewFocus Financial Group, LLC |
25,717 |
3,368,000 |
2.21% |
|
|
| 16 |
GRIFFIN ASSET MANAGEMENT, INC. |
24,764 |
3,243,000 |
2.13% |
|
|
| 17 |
THOMAS STORY & SON LLC |
23,196 |
3,038,000 |
2.00% |
|
|
| 18 |
GAMBLE JONES INVESTMENT COUNSEL |
21,712 |
2,844,000 |
1.87% |
|
|
| 19 |
Azimuth Capital Management LLC |
21,241 |
2,782,000 |
1.83% |
|
|
| 20 |
GRANDFIELD & DODD, LLC |
21,172 |
2,773,000 |
1.82% |
|
|
| 21 |
KCM INVESTMENT ADVISORS LLC |
19,848 |
2,599,000 |
1.71% |
|
|
| 22 |
Carnegie Investment Counsel |
17,759 |
2,326,000 |
1.53% |
|
|
| 23 |
ZEVIN ASSET MANAGEMENT LLC |
14,784 |
1,936,000 |
1.27% |
|
|
| 24 |
FIDGEON TIMOTHY F |
10,334 |
1,354,000 |
0.89% |
|
|
| 25 |
AVIANCE CAPITAL MANAGEMENT, LLC |
9,137 |
1,197,000 |
0.79% |
|
|
| 26 |
Birch Hill Investment Advisors LLC |
6,696 |
877,000 |
0.58% |
|
|
| 27 |
SCHMIDT P J INVESTMENT MANAGEMENT INC |
5,576 |
730,000 |
0.48% |
|
|
| 28 |
Crestwood Advisors Group, LLC |
4,847 |
635,000 |
0.42% |
|
|
| 29 |
EVERETT HARRIS & CO /CA/ |
3,911 |
512,000 |
0.34% |
|
|
| 30 |
CRAWFORD INVESTMENT COUNSEL INC |
3,893 |
510,000 |
0.34% |
|
|
| 31 |
RONALD BLUE & CO LLC |
3,432 |
450,000 |
0.30% |
|
|
| 32 |
Atlas Brown,Inc. |
3,200 |
419,000 |
0.28% |
|
|
| 33 |
Kimelman & Baird, LLC |
3,120 |
409,000 |
0.27% |
|
|
| 34 |
HOLLENCREST CAPITAL MANAGEMENT |
2,812 |
369,000 |
0.24% |
|
|
| 35 |
Regis Management CO LLC |
2,409 |
316,000 |
0.21% |
|
|
| 36 |
Cetera Advisor Networks LLC |
2,373 |
312,000 |
0.21% |
|
|
| 37 |
Bollard Group LLC |
2,166 |
284,000 |
0.19% |
|
|
| 38 |
CATAWBA CAPITAL MANAGEMENT /VA |
1,980 |
259,000 |
0.17% |
|
|
| 39 |
Tufton Capital Management |
1,680 |
220,000 |
0.14% |
|
|
| 40 |
PARSONS CAPITAL MANAGEMENT INC/RI |
1,655 |
217,000 |
0.14% |
|
|
| 41 |
Aureus Asset Management, LLC |
1,645 |
215,000 |
0.14% |
|
|
| 42 |
Cetera Advisors LLC |
1,579 |
207,000 |
0.14% |
|
|
| 43 |
Notis-McConarty Edward |
560 |
73,000 |
0.05% |
|
|
| 44 |
ELEFANTE MICHAEL B |
550 |
72,000 |
0.05% |
|
|
