| 1 |
Obermeyer Wealth Partners |
180,735 |
41,766,000 |
18.28% |
|
|
| 2 |
FIRST FOUNDATION ADVISORS |
106,671 |
24,651,000 |
10.79% |
|
|
| 3 |
FISHMAN JAY A LTD/MI |
106,363 |
24,579,425 |
10.76% |
|
|
| 4 |
BLUESTEIN R H & CO LLC |
51,326 |
11,861,000 |
5.19% |
|
|
| 5 |
SELZ CAPITAL LLC |
45,000 |
10,399,000 |
4.55% |
|
|
| 6 |
World Asset Management Inc |
37,821 |
8,740,000 |
3.83% |
|
|
| 7 |
ABNER HERRMAN & BROCK LLC |
34,464 |
8,212,000 |
3.59% |
|
|
| 8 |
SVB WEALTH LLC |
34,264 |
7,918,000 |
3.47% |
|
|
| 9 |
Main Street Research LLC |
33,870 |
7,827,000 |
3.43% |
|
|
| 10 |
Avalon Investment & Advisory |
33,676 |
7,782,000 |
3.41% |
|
|
| 11 |
LOWE BROCKENBROUGH & CO INC |
27,057 |
6,253,000 |
2.74% |
|
|
| 12 |
Laird Norton Wetherby Wealth Management, LLC |
26,489 |
6,122,000 |
2.68% |
|
|
| 13 |
AMERICAN NATIONAL INSURANCE CO |
25,080 |
5,796,000 |
2.54% |
|
|
| 14 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC |
21,064 |
4,868,000 |
2.13% |
|
|
| 15 |
Advisors Capital Management, LLC |
15,575 |
3,599,000 |
1.58% |
|
|
| 16 |
KINGS POINT CAPITAL MANAGEMENT |
14,866 |
3,435,000 |
1.50% |
|
|
| 17 |
ADELL HARRIMAN & CARPENTER INC |
12,336 |
2,850,726 |
1.25% |
|
|
| 18 |
Azimuth Capital Management LLC |
11,867 |
2,742,000 |
1.20% |
|
|
| 19 |
Hugh Johnson Advisors LLC |
10,718 |
2,477,000 |
1.08% |
|
|
| 20 |
Bollard Group LLC |
10,000 |
2,311,000 |
1.01% |
|
|
| 21 |
SCHMIDT P J INVESTMENT MANAGEMENT INC |
9,601 |
2,219,000 |
0.97% |
|
|
| 22 |
Veritable, L.P. |
9,222 |
2,131,000 |
0.93% |
|
|
| 23 |
1834 INVESTMENT ADVISORS CO |
9,164 |
2,118,000 |
0.93% |
|
|
| 24 |
ArchPoint Investors |
9,000 |
2,080,000 |
0.91% |
|
|
| 25 |
FENIMORE ASSET MANAGEMENT INC |
8,415 |
1,945,000 |
0.85% |
|
|
| 26 |
ROTHSCHILD INVESTMENT LLC /IL |
8,397 |
1,940,000 |
0.85% |
|
|
| 27 |
Orca Investment Management, LLC |
8,052 |
1,861,000 |
0.81% |
|
|
| 28 |
TEALWOOD ASSET MANAGEMENT INC |
7,048 |
1,629,000 |
0.71% |
|
|
| 29 |
Portland Global Advisors LLC |
6,640 |
1,534,000 |
0.67% |
|
|
| 30 |
CONDOR CAPITAL MANAGEMENT |
6,583 |
1,521,000 |
0.67% |
|
|
| 31 |
DELPHI MANAGEMENT INC /MA/ |
6,365 |
1,471,000 |
0.64% |
|
|
| 32 |
BOSTON FAMILY OFFICE LLC |
5,942 |
1,373,000 |
0.60% |
|
|
| 33 |
WINDWARD CAPITAL MANAGEMENT CO /CA |
5,400 |
1,248,000 |
0.55% |
|
|
| 34 |
EADS & HEALD WEALTH MANAGEMENT |
5,317 |
1,229,000 |
0.54% |
|
|
| 35 |
BURNHAM ASSET MANAGEMENT CORP /NY/ |
4,592 |
1,061,000 |
0.46% |
|
|
| 36 |
Sippican Capital Advisors |
3,795 |
877,000 |
0.38% |
|
|
| 37 |
Regent Investment Management LLC |
3,767 |
871,000 |
0.38% |
|
|
| 38 |
RUANE, CUNNIFF & GOLDFARB INC |
3,435 |
794,000 |
0.35% |
|
|
| 39 |
American National Registered Investment Advisor, Inc. |
3,087 |
713,000 |
0.31% |
|
|
| 40 |
Ancora Advisors LLC |
2,753 |
636,000 |
0.28% |
|
|
| 41 |
KCM INVESTMENT ADVISORS LLC |
2,710 |
626,000 |
0.27% |
|
|
| 42 |
Lafayette Investments, Inc. |
2,642 |
611,000 |
0.27% |
|
|
| 43 |
BERKSHIRE ASSET MANAGEMENT LLC/PA |
2,581 |
596,000 |
0.26% |
|
|
| 44 |
Douglass Winthrop Advisors, LLC |
2,539 |
587,000 |
0.26% |
|
|
| 45 |
MORRIS CAPITAL ADVISORS, LLC |
2,508 |
580,000 |
0.25% |
|
|
| 46 |
DEARBORN PARTNERS LLC |
2,024 |
468,000 |
0.20% |
|
|
| 47 |
CHICKASAW CAPITAL MANAGEMENT LLC |
2,000 |
462,000 |
0.20% |
|
|
| 48 |
New England Research & Management, Inc. |
1,475 |
341,000 |
0.15% |
|
|
| 49 |
WEIK CAPITAL MANAGEMENT |
1,100 |
254,000 |
0.11% |
|
|
| 50 |
AUXIER ASSET MANAGEMENT LLC |
1,050 |
243,000 |
0.11% |
|
|
