| 1 |
Geneva Advisors, LLC |
881,968 |
99,953,000 |
45.32% |
|
|
| 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
183,998 |
20,853,000 |
9.45% |
|
|
| 3 |
HALSEY ASSOCIATES INC/CT |
124,802 |
14,144,000 |
6.41% |
|
|
| 4 |
Curi Capital, LLC |
124,296 |
14,086,000 |
6.39% |
|
|
| 5 |
Avalon Investment & Advisory |
103,070 |
11,681,000 |
5.30% |
|
|
| 6 |
ADELL HARRIMAN & CARPENTER INC |
69,236 |
7,846,517 |
3.56% |
|
|
| 7 |
Azimuth Capital Management LLC |
61,164 |
6,932,000 |
3.14% |
|
|
| 8 |
World Asset Management Inc |
52,694 |
5,972,000 |
2.71% |
|
|
| 9 |
PRINCETON CAPITAL MANAGEMENT INC |
48,671 |
5,516,000 |
2.50% |
|
|
| 10 |
CROFT-LEOMINSTER INC |
42,929 |
4,865,000 |
2.21% |
|
|
| 11 |
WILKINS INVESTMENT COUNSEL INC |
35,700 |
4,046,000 |
1.83% |
|
|
| 12 |
J.P. Morgan Private Wealth Advisors LLC |
31,414 |
3,560,000 |
1.61% |
|
|
| 13 |
GAMBLE JONES INVESTMENT COUNSEL |
29,711 |
3,367,000 |
1.53% |
|
|
| 14 |
BARR E S & CO |
24,309 |
2,755,000 |
1.25% |
|
|
| 15 |
DAVIDSON & GARRARD INC |
20,182 |
2,287,000 |
1.04% |
|
|
| 16 |
Veritable, L.P. |
17,068 |
1,934,000 |
0.88% |
|
|
| 17 |
SCHMIDT P J INVESTMENT MANAGEMENT INC |
16,737 |
1,897,000 |
0.86% |
|
|
| 18 |
CONDOR CAPITAL MANAGEMENT |
16,682 |
1,891,000 |
0.86% |
|
|
| 19 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
13,359 |
1,514,000 |
0.69% |
|
|
| 20 |
Laird Norton Wetherby Wealth Management, LLC |
7,112 |
806,000 |
0.37% |
|
|
| 21 |
AUGUSTINE ASSET MANAGEMENT INC |
7,000 |
793,000 |
0.36% |
|
|
| 22 |
GARCIA HAMILTON & ASSOCIATES LP/DE |
6,258 |
709,000 |
0.32% |
|
|
| 23 |
PETTYJOHN, WOOD & WHITE, INC |
5,700 |
646,000 |
0.29% |
|
|
| 24 |
L & S Advisors Inc |
4,275 |
484,000 |
0.22% |
|
|
| 25 |
Crestwood Advisors Group, LLC |
3,588 |
407,000 |
0.18% |
|
|
| 26 |
SHELTON CAPITAL MANAGEMENT |
3,360 |
355,000 |
0.16% |
|
|
| 27 |
ABNER HERRMAN & BROCK LLC |
2,593 |
294,000 |
0.13% |
|
|
| 28 |
Barrett Asset Management, LLC |
2,400 |
272,000 |
0.12% |
|
|
| 29 |
Douglass Winthrop Advisors, LLC |
2,234 |
253,000 |
0.11% |
|
|
| 30 |
Ballentine Partners, LLC |
1,993 |
227,000 |
0.10% |
|
|
| 31 |
BECK MACK & OLIVER LLC |
1,921 |
218,000 |
0.10% |
|
|
