| 1 |
Geneva Advisors, LLC |
853,873 |
84,405,000 |
46.58% |
|
|
| 2 |
Curi Capital, LLC |
124,353 |
12,292,000 |
6.78% |
|
|
| 3 |
HALSEY ASSOCIATES INC/CT |
105,711 |
10,450,000 |
5.77% |
|
|
| 4 |
Aureus Asset Management, LLC |
102,453 |
10,127,000 |
5.59% |
|
|
| 5 |
SVB WEALTH LLC |
79,651 |
7,874,000 |
4.35% |
|
|
| 6 |
PARSONS CAPITAL MANAGEMENT INC/RI |
65,475 |
6,472,000 |
3.57% |
|
|
| 7 |
PRINCETON CAPITAL MANAGEMENT INC |
53,781 |
5,316,000 |
2.93% |
|
|
| 8 |
CROFT-LEOMINSTER INC |
53,679 |
5,306,000 |
2.93% |
|
|
| 9 |
Azimuth Capital Management LLC |
46,930 |
4,639,000 |
2.56% |
|
|
| 10 |
World Asset Management Inc |
45,818 |
4,529,000 |
2.50% |
|
|
| 11 |
GARCIA HAMILTON & ASSOCIATES LP/DE |
39,692 |
3,924,000 |
2.17% |
|
|
| 12 |
WILKINS INVESTMENT COUNSEL INC |
35,700 |
3,529,000 |
1.95% |
|
|
| 13 |
Main Street Research LLC |
35,250 |
3,484,000 |
1.92% |
|
|
| 14 |
Constellation Wealth Advisors, LLC |
32,257 |
3,189,000 |
1.76% |
|
|
| 15 |
Veritable, L.P. |
21,613 |
2,136,000 |
1.18% |
|
|
| 16 |
CONDOR CAPITAL MANAGEMENT |
18,641 |
1,843,000 |
1.02% |
|
|
| 17 |
DAVIDSON & GARRARD INC |
16,266 |
1,608,000 |
0.89% |
|
|
| 18 |
SCHMIDT P J INVESTMENT MANAGEMENT INC |
14,733 |
1,456,000 |
0.80% |
|
|
| 19 |
Liberty Capital Management, Inc. |
14,255 |
1,409,000 |
0.78% |
|
|
| 20 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
10,578 |
1,046,000 |
0.58% |
|
|
| 21 |
GAMBLE JONES INVESTMENT COUNSEL |
9,543 |
943,000 |
0.52% |
|
|
| 22 |
PARADIGM CAPITAL MANAGEMENT INC/NY |
7,350 |
727,000 |
0.40% |
|
|
| 23 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
7,307 |
722,000 |
0.40% |
|
|
| 24 |
AUGUSTINE ASSET MANAGEMENT INC |
7,000 |
691,000 |
0.38% |
|
|
| 25 |
Laird Norton Wetherby Wealth Management, LLC |
6,307 |
624,000 |
0.34% |
|
|
| 26 |
PETTYJOHN, WOOD & WHITE, INC |
6,000 |
593,000 |
0.33% |
|
|
| 27 |
RONALD BLUE & CO LLC |
4,667 |
461,000 |
0.25% |
|
|
| 28 |
BECK MACK & OLIVER LLC |
3,175 |
314,000 |
0.17% |
|
|
| 29 |
ASPIRIANT HOLDINGS S3, LLC |
3,036 |
300,000 |
0.17% |
|
|
| 30 |
Camelot Portfolios, LLC |
2,839 |
281,000 |
0.16% |
|
|
| 31 |
J.P. Morgan Private Wealth Advisors LLC |
2,490 |
246,000 |
0.14% |
|
|
| 32 |
Karp Capital Management Corp |
2,200 |
217,000 |
0.12% |
|
|
| 33 |
Vigilant Capital Management, LLC |
395 |
39,000 |
0.02% |
|
|
