| 1 |
SVB WEALTH LLC |
176,710 |
20,300,000 |
21.72% |
|
|
| 2 |
QCI ASSET MANAGEMENT INC/NY |
94,552 |
10,862,000 |
11.62% |
|
|
| 3 |
Stillwater Capital Advisors, LLC |
89,567 |
10,289,000 |
11.01% |
|
|
| 4 |
JAMES INVESTMENT RESEARCH, INC. |
78,960 |
9,071,000 |
9.71% |
|
|
| 5 |
CONFLUENCE INVESTMENT MANAGEMENT LLC |
63,196 |
7,260,000 |
7.77% |
|
|
| 6 |
BAINCO INTERNATIONAL INVESTORS |
52,340 |
6,013,000 |
6.43% |
|
|
| 7 |
Geneva Advisors, LLC |
49,741 |
5,714,000 |
6.11% |
|
|
| 8 |
Ipswich Investment Management Co., Inc. |
41,239 |
4,738,000 |
5.07% |
|
|
| 9 |
World Asset Management Inc |
38,643 |
4,439,000 |
4.75% |
|
|
| 10 |
S&CO INC |
19,475 |
2,237,000 |
2.39% |
|
|
| 11 |
Barry Investment Advisors, LLC |
18,476 |
2,123,000 |
2.27% |
|
|
| 12 |
Veritable, L.P. |
16,315 |
1,874,000 |
2.01% |
|
|
| 13 |
Narwhal Capital Management |
13,485 |
1,549,000 |
1.66% |
|
|
| 14 |
Legacy Capital Partners, Inc. |
10,900 |
1,253,000 |
1.34% |
|
|
| 15 |
Regent Investment Management LLC |
8,945 |
1,028,000 |
1.10% |
|
|
| 16 |
NORTHSTAR ASSET MANAGEMENT Co |
8,750 |
1,005,000 |
1.08% |
|
|
| 17 |
LOWE BROCKENBROUGH & CO INC |
6,960 |
800,000 |
0.86% |
|
|
| 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
6,100 |
701,000 |
0.75% |
|
|
| 19 |
COLDSTREAM CAPITAL MANAGEMENT INC |
4,730 |
543,000 |
0.58% |
|
|
| 20 |
Constellation Wealth Advisors, LLC |
4,001 |
460,000 |
0.49% |
|
|
| 21 |
CG Asset Management LLC |
3,500 |
402,000 |
0.43% |
|
|
| 22 |
REYNOLDS CAPITAL MANAGEMENT LLC |
3,300 |
379,000 |
0.41% |
|
|
| 23 |
PARSONS CAPITAL MANAGEMENT INC/RI |
3,285 |
377,000 |
0.40% |
|
|
| 24 |
Karp Capital Management Corp |
302 |
35,000 |
0.04% |
|
|
