| 1 |
NICHOLS & PRATT ADVISERS LLP /MA |
155,395 |
20,137,000 |
14.97% |
|
|
| 2 |
PRIO WEALTH LIMITED PARTNERSHIP |
102,576 |
13,289,000 |
9.88% |
|
|
| 3 |
WINDWARD CAPITAL MANAGEMENT CO /CA |
91,119 |
11,806,000 |
8.78% |
|
|
| 4 |
CIM, LLC |
65,773 |
8,521,000 |
6.33% |
|
|
| 5 |
Curi Capital, LLC |
60,202 |
7,800,000 |
5.80% |
|
|
| 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
59,841 |
7,753,000 |
5.76% |
|
|
| 7 |
FORBES J M & CO LLP |
56,783 |
7,092,000 |
5.27% |
|
|
| 8 |
ZEVIN ASSET MANAGEMENT LLC |
46,649 |
6,044,000 |
4.49% |
|
|
| 9 |
HEADINVEST, LLC |
44,958 |
5,825,000 |
4.33% |
|
|
| 10 |
Patriot Wealth Management, Inc. |
36,471 |
4,725,000 |
3.51% |
|
|
| 11 |
J.P. Morgan Private Wealth Advisors LLC |
35,285 |
4,571,000 |
3.40% |
|
|
| 12 |
World Asset Management Inc |
34,992 |
4,534,000 |
3.37% |
|
|
| 13 |
Mendel Money Management |
28,738 |
3,723,000 |
2.77% |
|
|
| 14 |
GRIFFIN ASSET MANAGEMENT, INC. |
25,998 |
3,368,000 |
2.50% |
|
|
| 15 |
KCM INVESTMENT ADVISORS LLC |
23,351 |
3,025,000 |
2.25% |
|
|
| 16 |
GAMBLE JONES INVESTMENT COUNSEL |
23,075 |
2,990,000 |
2.22% |
|
|
| 17 |
NewFocus Financial Group, LLC |
22,395 |
2,901,000 |
2.16% |
|
|
| 18 |
Van Cleef Asset Management,Inc |
20,673 |
2,678,000 |
1.99% |
|
|
| 19 |
FIDGEON TIMOTHY F |
15,615 |
2,022,000 |
1.50% |
|
|
| 20 |
GARDNER RUSSO & QUINN LLC |
11,900 |
1,542,000 |
1.15% |
|
|
| 21 |
NUANCE INVESTMENTS, LLC |
8,255 |
1,070,000 |
0.80% |
|
|
| 22 |
THOMAS STORY & SON LLC |
7,296 |
945,000 |
0.70% |
|
|
| 23 |
Crestwood Advisors Group, LLC |
6,742 |
873,000 |
0.65% |
|
|
| 24 |
Notis-McConarty Edward |
5,835 |
756,000 |
0.56% |
|
|
| 25 |
SCHMIDT P J INVESTMENT MANAGEMENT INC |
5,825 |
755,000 |
0.56% |
|
|
| 26 |
Birch Hill Investment Advisors LLC |
5,716 |
740,000 |
0.55% |
|
|
| 27 |
Geneva Advisors, LLC |
4,472 |
579,000 |
0.43% |
|
|
| 28 |
Azimuth Capital Management LLC |
4,245 |
550,000 |
0.41% |
|
|
| 29 |
EVERETT HARRIS & CO /CA/ |
3,911 |
507,000 |
0.38% |
|
|
| 30 |
CRAWFORD INVESTMENT COUNSEL INC |
3,610 |
468,000 |
0.35% |
|
|
| 31 |
Atlas Brown,Inc. |
3,200 |
415,000 |
0.31% |
|
|
| 32 |
RONALD BLUE & CO LLC |
3,175 |
411,000 |
0.31% |
|
|
| 33 |
Regis Management CO LLC |
2,409 |
312,000 |
0.23% |
|
|
| 34 |
Cetera Advisor Networks LLC |
2,379 |
309,000 |
0.23% |
|
|
| 35 |
Kimelman & Baird, LLC |
2,320 |
301,000 |
0.22% |
|
|
| 36 |
Bollard Group LLC |
2,166 |
281,000 |
0.21% |
|
|
| 37 |
CATAWBA CAPITAL MANAGEMENT /VA |
1,980 |
257,000 |
0.19% |
|
|
| 38 |
Camelot Portfolios, LLC |
1,880 |
244,000 |
0.18% |
|
|
| 39 |
Tufton Capital Management |
1,630 |
211,000 |
0.16% |
|
|
| 40 |
PARSONS CAPITAL MANAGEMENT INC/RI |
1,605 |
208,000 |
0.15% |
|
|
