| 1 |
Geneva Advisors, LLC |
886,170 |
83,433,000 |
47.75% |
|
|
| 2 |
Curi Capital, LLC |
157,091 |
14,790,000 |
8.46% |
|
|
| 3 |
HALSEY ASSOCIATES INC/CT |
123,884 |
11,664,000 |
6.68% |
|
|
| 4 |
Aureus Asset Management, LLC |
107,633 |
10,134,000 |
5.80% |
|
|
| 5 |
SVB WEALTH LLC |
82,430 |
7,761,000 |
4.44% |
|
|
| 6 |
PRINCETON CAPITAL MANAGEMENT INC |
60,096 |
5,658,000 |
3.24% |
|
|
| 7 |
CROFT-LEOMINSTER INC |
52,219 |
4,916,000 |
2.81% |
|
|
| 8 |
Azimuth Capital Management LLC |
49,562 |
4,666,000 |
2.67% |
|
|
| 9 |
World Asset Management Inc |
48,499 |
4,567,000 |
2.61% |
|
|
| 10 |
WILKINS INVESTMENT COUNSEL INC |
35,900 |
3,380,000 |
1.93% |
|
|
| 11 |
Main Street Research LLC |
34,462 |
3,245,000 |
1.86% |
|
|
| 12 |
Constellation Wealth Advisors, LLC |
32,190 |
3,031,000 |
1.73% |
|
|
| 13 |
GARCIA HAMILTON & ASSOCIATES LP/DE |
30,836 |
2,903,000 |
1.66% |
|
|
| 14 |
Veritable, L.P. |
21,956 |
2,067,000 |
1.18% |
|
|
| 15 |
CONDOR CAPITAL MANAGEMENT |
18,759 |
1,766,000 |
1.01% |
|
|
| 16 |
Liberty Capital Management, Inc. |
18,560 |
1,747,000 |
1.00% |
|
|
| 17 |
SCHMIDT P J INVESTMENT MANAGEMENT INC |
16,508 |
1,554,000 |
0.89% |
|
|
| 18 |
DAVIDSON & GARRARD INC |
14,076 |
1,325,000 |
0.76% |
|
|
| 19 |
GAMBLE JONES INVESTMENT COUNSEL |
11,512 |
1,084,000 |
0.62% |
|
|
| 20 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
10,578 |
996,000 |
0.57% |
|
|
| 21 |
PARADIGM CAPITAL MANAGEMENT INC/NY |
7,225 |
680,000 |
0.39% |
|
|
| 22 |
AUGUSTINE ASSET MANAGEMENT INC |
7,000 |
664,000 |
0.38% |
|
|
| 23 |
PETTYJOHN, WOOD & WHITE, INC |
6,000 |
565,000 |
0.32% |
|
|
| 24 |
Laird Norton Wetherby Wealth Management, LLC |
5,774 |
544,000 |
0.31% |
|
|
| 25 |
RONALD BLUE & CO LLC |
4,484 |
422,000 |
0.24% |
|
|
| 26 |
Camelot Portfolios, LLC |
3,239 |
305,000 |
0.17% |
|
|
| 27 |
BECK MACK & OLIVER LLC |
3,175 |
299,000 |
0.17% |
|
|
| 28 |
ASPIRIANT HOLDINGS S3, LLC |
3,076 |
290,000 |
0.17% |
|
|
| 29 |
J.P. Morgan Private Wealth Advisors LLC |
2,755 |
259,000 |
0.15% |
|
|
| 30 |
Vigilant Capital Management, LLC |
270 |
25,000 |
0.01% |
|
|
