| 1 |
Geneva Advisors, LLC |
921,363 |
85,954,000 |
46.26% |
|
|
| 2 |
Curi Capital, LLC |
158,068 |
14,746,000 |
7.94% |
|
|
| 3 |
HALSEY ASSOCIATES INC/CT |
124,561 |
11,620,000 |
6.25% |
|
|
| 4 |
CHILTON CAPITAL MANAGEMENT LLC |
109,969 |
10,259,000 |
5.52% |
|
|
| 5 |
KINGS POINT CAPITAL MANAGEMENT |
96,155 |
8,970,000 |
4.83% |
|
|
| 6 |
SVB WEALTH LLC |
86,526 |
8,072,000 |
4.34% |
|
|
| 7 |
PRINCETON CAPITAL MANAGEMENT INC |
60,101 |
5,607,000 |
3.02% |
|
|
| 8 |
CROFT-LEOMINSTER INC |
52,015 |
4,852,000 |
2.61% |
|
|
| 9 |
Azimuth Capital Management LLC |
50,157 |
4,679,000 |
2.52% |
|
|
| 10 |
World Asset Management Inc |
43,543 |
4,062,000 |
2.19% |
|
|
| 11 |
WILKINS INVESTMENT COUNSEL INC |
35,900 |
3,349,000 |
1.80% |
|
|
| 12 |
Main Street Research LLC |
34,173 |
3,188,000 |
1.72% |
|
|
| 13 |
Constellation Wealth Advisors, LLC |
31,250 |
2,915,000 |
1.57% |
|
|
| 14 |
GARCIA HAMILTON & ASSOCIATES LP/DE |
27,381 |
2,554,000 |
1.37% |
|
|
| 15 |
CONDOR CAPITAL MANAGEMENT |
19,100 |
1,782,000 |
0.96% |
|
|
| 16 |
Liberty Capital Management, Inc. |
18,725 |
1,747,000 |
0.94% |
|
|
| 17 |
SCHMIDT P J INVESTMENT MANAGEMENT INC |
16,298 |
1,520,000 |
0.82% |
|
|
| 18 |
GAMBLE JONES INVESTMENT COUNSEL |
16,092 |
1,501,000 |
0.81% |
|
|
| 19 |
Veritable, L.P. |
14,108 |
1,316,000 |
0.71% |
|
|
| 20 |
DAVIDSON & GARRARD INC |
11,643 |
1,086,000 |
0.58% |
|
|
| 21 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
11,068 |
1,033,000 |
0.56% |
|
|
| 22 |
MARKEL GROUP INC. |
8,000 |
746,000 |
0.40% |
|
|
| 23 |
PARADIGM CAPITAL MANAGEMENT INC/NY |
7,125 |
665,000 |
0.36% |
|
|
| 24 |
AUGUSTINE ASSET MANAGEMENT INC |
7,000 |
653,000 |
0.35% |
|
|
| 25 |
Laird Norton Wetherby Wealth Management, LLC |
6,056 |
565,000 |
0.30% |
|
|
| 26 |
PETTYJOHN, WOOD & WHITE, INC |
6,000 |
560,000 |
0.30% |
|
|
| 27 |
RONALD BLUE & CO LLC |
4,847 |
453,000 |
0.24% |
|
|
| 28 |
Crestwood Advisors Group, LLC |
4,825 |
450,000 |
0.24% |
|
|
| 29 |
Camelot Portfolios, LLC |
3,239 |
302,000 |
0.16% |
|
|
| 30 |
BECK MACK & OLIVER LLC |
3,175 |
296,000 |
0.16% |
|
|
| 31 |
ASPIRIANT HOLDINGS S3, LLC |
3,076 |
287,000 |
0.15% |
|
|
| 32 |
Vigilant Capital Management, LLC |
165 |
15,000 |
0.01% |
|
|
