| 1 |
Geneva Advisors, LLC |
594,444 |
78,615,000 |
65.96% |
|
|
| 2 |
SVB WEALTH LLC |
81,591 |
10,790,000 |
9.05% |
|
|
| 3 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
34,071 |
4,506,000 |
3.78% |
|
|
| 4 |
Leisure Capital Management |
31,566 |
4,174,000 |
3.50% |
|
|
| 5 |
World Asset Management Inc |
21,471 |
2,839,000 |
2.38% |
|
|
| 6 |
KEELEY ASSET MANAGEMENT CORP |
20,665 |
2,733,000 |
2.29% |
|
|
| 7 |
Advisors Capital Management, LLC |
19,465 |
2,574,000 |
2.16% |
|
|
| 8 |
COLDSTREAM CAPITAL MANAGEMENT INC |
16,850 |
2,228,000 |
1.87% |
|
|
| 9 |
Ascent Wealth Partners, LLC |
11,805 |
1,561,000 |
1.31% |
|
|
| 10 |
J.P. Morgan Private Wealth Advisors LLC |
11,111 |
1,470,000 |
1.23% |
|
|
| 11 |
Regent Investment Management LLC |
6,363 |
842,000 |
0.71% |
|
|
| 12 |
Veritable, L.P. |
5,884 |
778,000 |
0.65% |
|
|
| 13 |
Windsor Financial Group, LLC |
3,702 |
490,000 |
0.41% |
|
|
| 14 |
ROTHSCHILD INVESTMENT LLC /IL |
3,553 |
470,000 |
0.39% |
|
|
| 15 |
CHURCHILL MANAGEMENT Corp |
3,554 |
470,000 |
0.39% |
|
|
| 16 |
Laird Norton Wetherby Wealth Management, LLC |
3,008 |
398,000 |
0.33% |
|
|
| 17 |
CrestPoint Capital Management, LLC |
2,800 |
370,000 |
0.31% |
|
|
| 18 |
Oxbow Advisors, LLC |
2,700 |
357,000 |
0.30% |
|
|
| 19 |
AUXIER ASSET MANAGEMENT LLC |
2,498 |
330,000 |
0.28% |
|
|
| 20 |
FORT PITT CAPITAL GROUP INC |
2,470 |
327,000 |
0.27% |
|
|
| 21 |
Savant Capital, LLC |
2,457 |
325,000 |
0.27% |
|
|
| 22 |
Cetera Advisor Networks LLC |
2,166 |
286,000 |
0.24% |
|
|
| 23 |
ARMSTRONG SHAW ASSOCIATES INC/CT |
2,020 |
267,000 |
0.22% |
|
|
| 24 |
ASPIRIANT HOLDINGS S3, LLC |
1,922 |
254,000 |
0.21% |
|
|
| 25 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
1,800 |
238,000 |
0.20% |
|
|
| 26 |
Curi Capital, LLC |
1,800 |
238,000 |
0.20% |
|
|
| 27 |
BALASA DINVERNO & FOLTZ LLC |
1,746 |
231,000 |
0.19% |
|
|
| 28 |
REYNOLDS CAPITAL MANAGEMENT LLC |
1,700 |
225,000 |
0.19% |
|
|
| 29 |
EAGLE GLOBAL ADVISORS LLC |
1,665 |
220,000 |
0.18% |
|
|
| 30 |
RONALD BLUE & CO LLC |
1,570 |
208,000 |
0.17% |
|
|
| 31 |
KARPAS STRATEGIES, LLC |
1,520 |
201,000 |
0.17% |
|
|
| 32 |
First City Capital Management, Inc. |
1,261 |
166,767 |
0.14% |
|
|
