| 1 |
Obermeyer Wealth Partners |
394,454 |
31,978,000 |
28.49% |
|
|
| 2 |
SVB WEALTH LLC |
168,315 |
13,645,000 |
12.16% |
|
|
| 3 |
CG Asset Management LLC |
114,200 |
9,258,000 |
8.25% |
|
|
| 4 |
Advisors Capital Management, LLC |
96,564 |
7,828,000 |
6.97% |
|
|
| 5 |
SCOUT INVESTMENTS, INC. |
95,749 |
7,762,000 |
6.92% |
|
|
| 6 |
Hodges Capital Management Inc. |
90,185 |
7,311,000 |
6.51% |
|
|
| 7 |
PREMIER ASSET MANAGEMENT LLC |
86,335 |
6,999,000 |
6.24% |
|
|
| 8 |
Reynders McVeigh Capital Management, LLC |
84,311 |
6,835,000 |
6.09% |
|
|
| 9 |
Renaissance Investment Group LLC |
64,210 |
5,206,000 |
4.64% |
|
|
| 10 |
Lipe & Dalton |
57,280 |
4,644,000 |
4.14% |
|
|
| 11 |
J.P. Morgan Private Wealth Advisors LLC |
32,777 |
2,657,000 |
2.37% |
|
|
| 12 |
Mengis Capital Management, Inc. |
27,375 |
2,219,000 |
1.98% |
|
|
| 13 |
W.G. Shaheen & Associates DBA Whitney & Co |
25,625 |
2,077,000 |
1.85% |
|
|
| 14 |
FRANKLIN STREET ADVISORS INC /NC |
19,956 |
1,618,000 |
1.44% |
|
|
| 15 |
KCM INVESTMENT ADVISORS LLC |
6,478 |
525,000 |
0.47% |
|
|
| 16 |
MAI Capital Management |
6,311 |
512,000 |
0.46% |
|
|
| 17 |
World Asset Management Inc |
3,341 |
271,000 |
0.24% |
|
|
| 18 |
BLUESTEIN R H & CO LLC |
3,000 |
243,000 |
0.22% |
|
|
| 19 |
ARGENT CAPITAL MANAGEMENT LLC |
2,850 |
231,000 |
0.21% |
|
|
| 20 |
Waldron Private Wealth LLC |
2,464 |
207,000 |
0.18% |
|
|
| 21 |
BOSTON FAMILY OFFICE LLC |
2,500 |
203,000 |
0.18% |
|
|
| 22 |
QUADRANT CAPITAL GROUP LLC |
246 |
17,000 |
0.02% |
|
|
| 23 |
QCI ASSET MANAGEMENT INC/NY |
25 |
2,000 |
0.00% |
|
|