| 1 |
Obermeyer Wealth Partners |
606,843 |
26,962,000 |
16.76% |
|
|
| 2 |
NUANCE INVESTMENTS, LLC |
567,750 |
25,225,000 |
15.68% |
|
|
| 3 |
MATRIX ASSET ADVISORS INC/NY |
443,200 |
19,691,000 |
12.24% |
|
|
| 4 |
ARGENT CAPITAL MANAGEMENT LLC |
290,611 |
12,912,000 |
8.02% |
|
|
| 5 |
ROTHSCHILD INVESTMENT LLC /IL |
249,504 |
11,085,000 |
6.89% |
|
|
| 6 |
Channing Capital Management, LLC |
185,725 |
8,252,000 |
5.13% |
|
|
| 7 |
FRANKLIN STREET ADVISORS INC /NC |
124,962 |
5,552,000 |
3.45% |
|
|
| 8 |
World Asset Management Inc |
111,422 |
4,950,000 |
3.08% |
|
|
| 9 |
AFAM CAPITAL, INC. |
107,231 |
4,764,000 |
2.96% |
|
|
| 10 |
M. Kraus & Co |
85,657 |
3,806,000 |
2.37% |
|
|
| 11 |
Jolley Asset Management, LLC |
74,156 |
3,295,000 |
2.05% |
|
|
| 12 |
Advisors Capital Management, LLC |
73,317 |
3,258,000 |
2.02% |
|
|
| 13 |
SHELTON CAPITAL MANAGEMENT |
54,775 |
2,952,000 |
1.83% |
|
|
| 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
63,931 |
2,840,000 |
1.77% |
|
|
| 15 |
Narwhal Capital Management |
59,625 |
2,649,000 |
1.65% |
|
|
| 16 |
J.P. Morgan Private Wealth Advisors LLC |
53,802 |
2,391,000 |
1.49% |
|
|
| 17 |
Ascent Wealth Partners, LLC |
52,580 |
2,336,000 |
1.45% |
|
|
| 18 |
DOWLING & YAHNKE LLC |
51,257 |
2,277,000 |
1.42% |
|
|
| 19 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
43,190 |
1,919,000 |
1.19% |
|
|
| 20 |
LOEB PARTNERS CORP |
41,950 |
1,864,000 |
1.16% |
|
|
| 21 |
Reynders McVeigh Capital Management, LLC |
36,269 |
1,611,000 |
1.00% |
|
|
| 22 |
Selway Asset Management |
35,400 |
1,573,000 |
0.98% |
|
|
| 23 |
W.G. Shaheen & Associates DBA Whitney & Co |
32,600 |
1,448,000 |
0.90% |
|
|
| 24 |
Regent Investment Management LLC |
20,681 |
919,000 |
0.57% |
|
|
| 25 |
Clarkston Capital Partners, LLC |
20,000 |
889,000 |
0.55% |
|
|
| 26 |
CrestPoint Capital Management, LLC |
17,600 |
782,000 |
0.49% |
|
|
| 27 |
ABNER HERRMAN & BROCK LLC |
16,624 |
739,000 |
0.46% |
|
|
| 28 |
EAGLE GLOBAL ADVISORS LLC |
12,189 |
542,000 |
0.34% |
|
|
| 29 |
ELCO MANAGEMENT CO., LLC |
10,900 |
485,000 |
0.30% |
|
|
| 30 |
Savant Capital, LLC |
10,364 |
460,000 |
0.29% |
|
|
| 31 |
WINDWARD CAPITAL MANAGEMENT CO /CA |
9,899 |
440,000 |
0.27% |
|
|
| 32 |
MORRIS CAPITAL ADVISORS, LLC |
8,271 |
367,000 |
0.23% |
|
|
| 33 |
BERKSHIRE ASSET MANAGEMENT LLC/PA |
8,268 |
367,000 |
0.23% |
|
|
| 34 |
Waldron Private Wealth LLC |
6,177 |
274,000 |
0.17% |
|
|
| 35 |
CYPRESS ASSET MANAGEMENT INC/TX |
5,400 |
240,000 |
0.15% |
|
|
| 36 |
Avalon Investment & Advisory |
5,091 |
226,000 |
0.14% |
|
|
| 37 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH |
4,533 |
201,000 |
0.12% |
|
|
| 38 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
4,500 |
200,000 |
0.12% |
Call |
|
| 39 |
QUADRANT CAPITAL GROUP LLC |
3,032 |
130,000 |
0.08% |
|
|
| 40 |
QCI ASSET MANAGEMENT INC/NY |
458 |
20,000 |
0.01% |
|
|
| 41 |
PATHSTONE FAMILY OFFICE, LLC |
159 |
7,000 |
0.00% |
|
|
| 42 |
ISTHMUS PARTNERS, LLC |
135 |
6,000 |
0.00% |
|
|
