| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Obermeyer Wealth Partners | 261,461 | 22,687,000 | 27.99% | ||
| 2 | Crestwood Advisors Group, LLC | 206,653 | 17,931,000 | 22.12% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 161,622 | 14,024,000 | 17.30% | ||
| 4 | DF DENT & CO INC | 66,413 | 5,763,000 | 7.11% | ||
| 5 | World Asset Management Inc | 38,145 | 3,310,000 | 4.08% | ||
| 6 | Hollow Brook Wealth Management LLC | 37,324 | 3,239,000 | 4.00% | ||
| 7 | KINGS POINT CAPITAL MANAGEMENT | 35,083 | 3,044,000 | 3.76% | ||
| 8 | Colonial Trust Advisors | 33,863 | 2,938,000 | 3.62% | ||
| 9 | Willingdon Wealth Management | 26,576 | 2,306,000 | 2.85% | ||
| 10 | NATIONAL INVESTMENT SERVICES INC /WI | 18,954 | 1,645,000 | 2.03% | ||
| 11 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 13,854 | 1,202,000 | 1.48% | ||
| 12 | Veritable, L.P. | 12,527 | 1,087,000 | 1.34% | ||
| 13 | TERRA NOVA ASSET MANAGEMENT LLC | 9,810 | 851,000 | 1.05% | ||
| 14 | Caprock Group, LLC | 6,767 | 587,000 | 0.72% | ||
| 15 | Laird Norton Wetherby Wealth Management, LLC | 3,815 | 331,000 | 0.41% | ||
| 16 | Plante Moran Financial Advisors, LLC | 1,242 | 108,000 | 0.13% | ||
| 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.
