| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 197,965 | 18,650,000 | 23.06% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 155,979 | 14,695,000 | 18.17% | ||
| 3 | Obermeyer Wealth Partners | 130,891 | 12,331,000 | 15.25% | ||
| 4 | Geneva Advisors, LLC | 129,286 | 12,180,000 | 15.06% | ||
| 5 | DF DENT & CO INC | 66,503 | 6,265,000 | 7.75% | ||
| 6 | World Asset Management Inc | 41,777 | 3,936,000 | 4.87% | ||
| 7 | Colonial Trust Advisors | 33,635 | 3,169,000 | 3.92% | ||
| 8 | NATIONAL INVESTMENT SERVICES INC /WI | 24,200 | 2,280,000 | 2.82% | ||
| 9 | Willingdon Wealth Management | 24,141 | 2,274,000 | 2.81% | ||
| 10 | Hollow Brook Wealth Management LLC | 17,101 | 1,611,000 | 1.99% | ||
| 11 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 13,025 | 1,227,000 | 1.52% | ||
| 12 | TERRA NOVA ASSET MANAGEMENT LLC | 9,925 | 935,000 | 1.16% | ||
| 13 | Veritable, L.P. | 9,058 | 853,000 | 1.05% | ||
| 14 | Laird Norton Wetherby Wealth Management, LLC | 4,037 | 381,000 | 0.47% | ||
| 15 | Plante Moran Financial Advisors, LLC | 951 | 90,000 | 0.11% | ||
| 16 | JAMES INVESTMENT RESEARCH, INC. | 44 | 4,000 | 0.00% | ||
| 17 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 13 | 1,000 | 0.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
