| 1 |
Obermeyer Wealth Partners |
388,202 |
30,412,000 |
28.60% |
|
|
| 2 |
SVB WEALTH LLC |
166,299 |
13,028,000 |
12.25% |
|
|
| 3 |
PREMIER ASSET MANAGEMENT LLC |
119,530 |
9,363,000 |
8.81% |
|
|
| 4 |
CG Asset Management LLC |
118,995 |
9,322,000 |
8.77% |
|
|
| 5 |
Advisors Capital Management, LLC |
93,034 |
7,288,000 |
6.85% |
|
|
| 6 |
Reynders McVeigh Capital Management, LLC |
80,061 |
6,272,000 |
5.90% |
|
|
| 7 |
Renaissance Investment Group LLC |
64,360 |
5,042,000 |
4.74% |
|
|
| 8 |
Lipe & Dalton |
52,665 |
4,126,000 |
3.88% |
|
|
| 9 |
FRANKLIN STREET ADVISORS INC /NC |
47,181 |
3,696,000 |
3.48% |
|
|
| 10 |
SCOUT INVESTMENTS, INC. |
33,627 |
2,634,000 |
2.48% |
|
|
| 11 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA |
30,385 |
2,380,000 |
2.24% |
|
|
| 12 |
W.G. Shaheen & Associates DBA Whitney & Co |
27,480 |
2,153,000 |
2.02% |
|
|
| 13 |
Mengis Capital Management, Inc. |
26,975 |
2,113,000 |
1.99% |
|
|
| 14 |
J.P. Morgan Private Wealth Advisors LLC |
26,921 |
2,109,000 |
1.98% |
|
|
| 15 |
Hodges Capital Management Inc. |
26,715 |
2,093,000 |
1.97% |
|
|
| 16 |
L & S Advisors Inc |
19,111 |
1,497,000 |
1.41% |
|
|
| 17 |
KCM INVESTMENT ADVISORS LLC |
6,956 |
545,000 |
0.51% |
|
|
| 18 |
MAI Capital Management |
6,477 |
507,000 |
0.48% |
|
|
| 19 |
Narwhal Capital Management |
6,350 |
497,000 |
0.47% |
|
|
| 20 |
Ancora Advisors LLC |
6,200 |
486,000 |
0.46% |
|
|
| 21 |
World Asset Management Inc |
3,361 |
263,000 |
0.25% |
|
|
| 22 |
First Dallas Securities Inc. |
3,140 |
246,000 |
0.23% |
|
|
| 23 |
BLUESTEIN R H & CO LLC |
3,000 |
235,000 |
0.22% |
|
|
| 24 |
QUADRANT CAPITAL GROUP LLC |
328 |
22,000 |
0.02% |
|
|
| 25 |
QCI ASSET MANAGEMENT INC/NY |
25 |
2,000 |
0.00% |
|
|
