| 1 |
NICHOLS & PRATT ADVISERS LLP /MA |
155,370 |
20,009,000 |
14.22% |
|
|
| 2 |
PRIO WEALTH LIMITED PARTNERSHIP |
111,020 |
14,321,000 |
10.18% |
|
|
| 3 |
WINDWARD CAPITAL MANAGEMENT CO /CA |
91,240 |
11,770,000 |
8.37% |
|
|
| 4 |
CIM, LLC |
61,546 |
7,940,000 |
5.64% |
|
|
| 5 |
Curi Capital, LLC |
60,541 |
7,810,000 |
5.55% |
|
|
| 6 |
FORBES J M & CO LLP |
57,150 |
7,372,000 |
5.24% |
|
|
| 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
52,600 |
6,785,000 |
4.82% |
|
|
| 8 |
ZEVIN ASSET MANAGEMENT LLC |
45,689 |
5,894,000 |
4.19% |
|
|
| 9 |
HEADINVEST, LLC |
43,948 |
5,537,000 |
3.94% |
|
|
| 10 |
World Asset Management Inc |
42,343 |
5,462,000 |
3.88% |
|
|
| 11 |
FRANKLIN STREET ADVISORS INC /NC |
39,453 |
5,089,000 |
3.62% |
|
|
| 12 |
Patriot Wealth Management, Inc. |
35,806 |
4,619,000 |
3.28% |
|
|
| 13 |
J.P. Morgan Private Wealth Advisors LLC |
32,770 |
4,227,000 |
3.00% |
|
|
| 14 |
Mendel Money Management |
28,538 |
3,681,000 |
2.62% |
|
|
| 15 |
GRIFFIN ASSET MANAGEMENT, INC. |
25,186 |
3,249,000 |
2.31% |
|
|
| 16 |
GAMBLE JONES INVESTMENT COUNSEL |
23,075 |
2,990,000 |
2.13% |
|
|
| 17 |
NewFocus Financial Group, LLC |
22,314 |
2,864,000 |
2.04% |
|
|
| 18 |
KCM INVESTMENT ADVISORS LLC |
21,920 |
2,828,000 |
2.01% |
|
|
| 19 |
Azimuth Capital Management LLC |
21,874 |
2,822,000 |
2.01% |
|
|
| 20 |
GARDNER RUSSO & QUINN LLC |
15,650 |
2,019,000 |
1.43% |
|
|
| 21 |
FIDGEON TIMOTHY F |
15,323 |
1,977,000 |
1.41% |
|
|
| 22 |
AVIANCE CAPITAL MANAGEMENT, LLC |
11,078 |
1,429,000 |
1.02% |
|
|
| 23 |
THOMAS STORY & SON LLC |
7,296 |
941,000 |
0.67% |
|
|
| 24 |
Crestwood Advisors Group, LLC |
6,742 |
870,000 |
0.62% |
|
|
| 25 |
SCHMIDT P J INVESTMENT MANAGEMENT INC |
6,096 |
786,000 |
0.56% |
|
|
| 26 |
Birch Hill Investment Advisors LLC |
5,686 |
734,000 |
0.52% |
|
|
| 27 |
Geneva Advisors, LLC |
5,351 |
690,000 |
0.49% |
|
|
| 28 |
NUANCE INVESTMENTS, LLC |
5,341 |
689,000 |
0.49% |
|
|
| 29 |
Notis-McConarty Edward |
5,285 |
682,000 |
0.48% |
|
|
| 30 |
RiverPark Advisors, LLC |
4,388 |
566,000 |
0.40% |
|
|
| 31 |
EVERETT HARRIS & CO /CA/ |
3,911 |
505,000 |
0.36% |
|
|
| 32 |
CRAWFORD INVESTMENT COUNSEL INC |
3,773 |
487,000 |
0.35% |
|
|
| 33 |
Atlas Brown,Inc. |
3,200 |
413,000 |
0.29% |
|
|
| 34 |
RONALD BLUE & CO LLC |
3,203 |
413,000 |
0.29% |
|
|
| 35 |
Regis Management CO LLC |
2,409 |
311,000 |
0.22% |
|
|
| 36 |
Cetera Advisor Networks LLC |
2,366 |
307,000 |
0.22% |
|
|
| 37 |
Kimelman & Baird, LLC |
2,320 |
299,000 |
0.21% |
|
|
| 38 |
Bollard Group LLC |
2,166 |
279,000 |
0.20% |
|
|
| 39 |
CATAWBA CAPITAL MANAGEMENT /VA |
1,980 |
255,000 |
0.18% |
|
|
| 40 |
Camelot Portfolios, LLC |
1,880 |
243,000 |
0.17% |
|
|
| 41 |
Tufton Capital Management |
1,630 |
210,000 |
0.15% |
|
|
| 42 |
PARSONS CAPITAL MANAGEMENT INC/RI |
1,605 |
207,000 |
0.15% |
|
|
| 43 |
First City Capital Management, Inc. |
900 |
116,100 |
0.08% |
|
|
