| 1 |
Veritable, L.P. |
783,217 |
57,629,000 |
63.13% |
|
|
| 2 |
KCM INVESTMENT ADVISORS LLC |
112,578 |
8,284,000 |
9.07% |
|
|
| 3 |
NewFocus Financial Group, LLC |
47,583 |
3,501,000 |
3.84% |
|
|
| 4 |
1834 INVESTMENT ADVISORS CO |
39,096 |
2,877,000 |
3.15% |
|
|
| 5 |
ALBION FINANCIAL GROUP /UT |
33,357 |
2,454,000 |
2.69% |
|
|
| 6 |
Carnegie Investment Counsel |
27,967 |
2,058,000 |
2.25% |
|
|
| 7 |
HOLLENCREST CAPITAL MANAGEMENT |
23,725 |
1,746,000 |
1.91% |
|
|
| 8 |
InterOcean Capital, LLC |
22,437 |
1,651,000 |
1.81% |
|
|
| 9 |
SYNOVUS FINANCIAL CORP |
20,470 |
1,506,000 |
1.65% |
|
|
| 10 |
WOODMONT INVESTMENT COUNSEL LLC |
18,989 |
1,397,000 |
1.53% |
|
|
| 11 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
16,901 |
1,244,000 |
1.36% |
|
|
| 12 |
COLDSTREAM CAPITAL MANAGEMENT INC |
13,840 |
1,018,000 |
1.12% |
|
|
| 13 |
Plante Moran Financial Advisors, LLC |
9,145 |
673,000 |
0.74% |
|
|
| 14 |
LOEB PARTNERS CORP |
8,800 |
648,000 |
0.71% |
|
|
| 15 |
Ameritas Investment Partners, Inc. |
7,930 |
583,000 |
0.64% |
|
|
| 16 |
GAMBLE JONES INVESTMENT COUNSEL |
7,852 |
578,000 |
0.63% |
|
|
| 17 |
Addison Capital Co |
7,601 |
559,000 |
0.61% |
|
|
| 18 |
Aureus Asset Management, LLC |
7,581 |
558,000 |
0.61% |
|
|
| 19 |
Crestwood Advisors Group, LLC |
5,735 |
422,000 |
0.46% |
|
|
| 20 |
Hugh Johnson Advisors LLC |
5,608 |
413,000 |
0.45% |
|
|
| 21 |
Tufton Capital Management |
4,180 |
308,000 |
0.34% |
|
|
| 22 |
OARSMAN CAPITAL, INC. |
3,654 |
269,000 |
0.29% |
|
|
| 23 |
EFG Private Wealth Management (Americas) Corp. |
3,636 |
268,000 |
0.29% |
|
|
| 24 |
DOWLING & YAHNKE LLC |
2,990 |
220,000 |
0.24% |
|
|
| 25 |
PATTEN & PATTEN INC/TN |
2,800 |
206,000 |
0.23% |
|
|
| 26 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
1,711 |
126,000 |
0.14% |
|
|
| 27 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
1,193 |
88,000 |
0.10% |
|
|
