| 1 |
GRAY FINANCIAL GROUP /GA /ADV /ADV |
859,549 |
62,025,000 |
41.14% |
|
|
| 2 |
Veritable, L.P. |
696,913 |
50,289,000 |
33.35% |
|
|
| 3 |
KCM INVESTMENT ADVISORS LLC |
136,256 |
9,832,000 |
6.52% |
|
|
| 4 |
Azimuth Capital Management LLC |
116,655 |
8,418,000 |
5.58% |
|
|
| 5 |
1834 INVESTMENT ADVISORS CO |
66,870 |
4,825,000 |
3.20% |
|
|
| 6 |
SYNOVUS FINANCIAL CORP |
34,650 |
2,500,000 |
1.66% |
|
|
| 7 |
HOLLENCREST CAPITAL MANAGEMENT |
28,791 |
2,078,000 |
1.38% |
|
|
| 8 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
18,734 |
1,352,000 |
0.90% |
|
|
| 9 |
NewFocus Financial Group, LLC |
17,510 |
1,264,000 |
0.84% |
|
|
| 10 |
InterOcean Capital, LLC |
14,321 |
1,033,000 |
0.69% |
|
|
| 11 |
Tufton Capital Management |
10,105 |
729,000 |
0.48% |
|
|
| 12 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
10,054 |
725,000 |
0.48% |
|
|
| 13 |
Crestwood Advisors Group, LLC |
9,709 |
701,000 |
0.46% |
|
|
| 14 |
DOWLING & YAHNKE LLC |
9,574 |
691,000 |
0.46% |
|
|
| 15 |
LOEB PARTNERS CORP |
8,800 |
635,000 |
0.42% |
|
|
| 16 |
Reynders McVeigh Capital Management, LLC |
8,291 |
598,000 |
0.40% |
|
|
| 17 |
TOCQUEVILLE ASSET MANAGEMENT L.P. |
7,910 |
571,000 |
0.38% |
|
|
| 18 |
GAMBLE JONES INVESTMENT COUNSEL |
7,869 |
568,000 |
0.38% |
|
|
| 19 |
L & S Advisors Inc |
5,232 |
378,000 |
0.25% |
|
|
| 20 |
BALASA DINVERNO & FOLTZ LLC |
5,225 |
377,000 |
0.25% |
|
|
| 21 |
RONALD BLUE & CO LLC |
4,973 |
358,000 |
0.24% |
|
|
| 22 |
Adams Asset Advisors, LLC |
4,286 |
309,000 |
0.20% |
|
|
| 23 |
Aureus Asset Management, LLC |
4,149 |
299,000 |
0.20% |
|
|
| 24 |
OARSMAN CAPITAL, INC. |
3,138 |
226,000 |
0.15% |
|
|
