| 1 |
Geneva Advisors, LLC |
600,780 |
78,606,000 |
71.07% |
|
|
| 2 |
SVB WEALTH LLC |
78,733 |
10,301,000 |
9.31% |
|
|
| 3 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
33,788 |
4,421,000 |
4.00% |
|
|
| 4 |
World Asset Management Inc |
21,147 |
2,767,000 |
2.50% |
|
|
| 5 |
KEELEY ASSET MANAGEMENT CORP |
19,585 |
2,563,000 |
2.32% |
|
|
| 6 |
Leisure Capital Management |
16,013 |
2,095,000 |
1.89% |
|
|
| 7 |
Ascent Wealth Partners, LLC |
12,350 |
1,616,000 |
1.46% |
|
|
| 8 |
J.P. Morgan Private Wealth Advisors LLC |
11,314 |
1,480,000 |
1.34% |
|
|
| 9 |
Veritable, L.P. |
7,016 |
918,000 |
0.83% |
|
|
| 10 |
Regent Investment Management LLC |
6,363 |
833,000 |
0.75% |
|
|
| 11 |
Windsor Financial Group, LLC |
3,702 |
484,000 |
0.44% |
|
|
| 12 |
CHURCHILL MANAGEMENT Corp |
3,449 |
451,000 |
0.41% |
|
|
| 13 |
Laird Norton Wetherby Wealth Management, LLC |
3,375 |
442,000 |
0.40% |
|
|
| 14 |
Oxbow Advisors, LLC |
3,150 |
412,000 |
0.37% |
|
|
| 15 |
SENTINEL ASSET MANAGEMENT, INC. |
3,000 |
393,000 |
0.36% |
|
|
| 16 |
CrestPoint Capital Management, LLC |
2,800 |
366,000 |
0.33% |
|
|
| 17 |
ROTHSCHILD INVESTMENT LLC /IL |
2,553 |
334,000 |
0.30% |
|
|
| 18 |
AUXIER ASSET MANAGEMENT LLC |
2,498 |
327,000 |
0.30% |
|
|
| 19 |
FORT PITT CAPITAL GROUP INC |
2,470 |
323,000 |
0.29% |
|
|
| 20 |
Savant Capital, LLC |
2,457 |
321,000 |
0.29% |
|
|
| 21 |
ARMSTRONG SHAW ASSOCIATES INC/CT |
2,020 |
264,000 |
0.24% |
|
|
| 22 |
ASPIRIANT HOLDINGS S3, LLC |
1,922 |
251,000 |
0.23% |
|
|
| 23 |
EAGLE GLOBAL ADVISORS LLC |
1,665 |
218,000 |
0.20% |
|
|
| 24 |
BALASA DINVERNO & FOLTZ LLC |
1,633 |
214,000 |
0.19% |
|
|
| 25 |
RONALD BLUE & CO LLC |
1,574 |
206,000 |
0.19% |
|
|
