| 1 |
Avalon Investment & Advisory |
264,411 |
15,328,000 |
17.58% |
|
|
| 2 |
Veritable, L.P. |
229,592 |
13,309,000 |
15.26% |
|
|
| 3 |
EAGLE GLOBAL ADVISORS LLC |
178,814 |
10,366,000 |
11.89% |
|
|
| 4 |
NOVARE CAPITAL MANAGEMENT LLC |
111,959 |
6,490,000 |
7.44% |
|
|
| 5 |
Bollard Group LLC |
102,333 |
5,932,000 |
6.80% |
|
|
| 6 |
BALDWIN WEALTH PARTNERS LLC/MA |
88,222 |
5,114,000 |
5.87% |
|
|
| 7 |
Advisors Capital Management, LLC |
82,704 |
4,795,000 |
5.50% |
|
|
| 8 |
Azimuth Capital Management LLC |
39,626 |
2,297,000 |
2.63% |
|
|
| 9 |
Oxbow Advisors, LLC |
36,812 |
2,134,000 |
2.45% |
|
|
| 10 |
Willingdon Wealth Management |
33,087 |
1,918,000 |
2.20% |
|
|
| 11 |
ARS Investment Partners, LLC |
28,000 |
1,623,000 |
1.86% |
|
|
| 12 |
Hemenway Trust Co LLC |
26,598 |
1,542,000 |
1.77% |
|
|
| 13 |
CATAWBA CAPITAL MANAGEMENT /VA |
24,815 |
1,439,000 |
1.65% |
|
|
| 14 |
FIDUCIARY ASSET MANAGEMENT LLC |
23,460 |
1,360,000 |
1.56% |
|
|
| 15 |
Liberty Capital Management, Inc. |
22,360 |
1,296,000 |
1.49% |
|
|
| 16 |
PINNACLE ASSOCIATES LTD |
21,823 |
1,265,000 |
1.45% |
|
|
| 17 |
Camelot Portfolios, LLC |
21,372 |
1,239,000 |
1.42% |
|
|
| 18 |
GOULD ASSET MANAGEMENT LLC /CA/ |
16,861 |
977,000 |
1.12% |
|
|
| 19 |
KEELEY ASSET MANAGEMENT CORP |
15,170 |
879,000 |
1.01% |
|
|
| 20 |
Wellington Shields & Co., LLC |
13,618 |
789,000 |
0.90% |
|
|
| 21 |
Carnegie Investment Counsel |
13,259 |
769,000 |
0.88% |
|
|
| 22 |
Colonial Trust Advisors |
12,183 |
706,000 |
0.81% |
|
|
| 23 |
Banyan Partners, LLC |
12,143 |
704,000 |
0.81% |
|
|
| 24 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
11,403 |
661,000 |
0.76% |
|
|
| 25 |
Regent Investment Management LLC |
10,880 |
631,000 |
0.72% |
|
|
| 26 |
Clarkston Capital Partners, LLC |
10,000 |
579,700 |
0.66% |
|
|
| 27 |
FIDGEON TIMOTHY F |
7,600 |
441,000 |
0.51% |
|
|
| 28 |
1834 INVESTMENT ADVISORS CO |
6,200 |
359,000 |
0.41% |
|
|
| 29 |
BOYS ARNOLD & CO INC |
5,985 |
347,000 |
0.40% |
|
|
| 30 |
FARR MILLER & WASHINGTON LLC/DC |
5,700 |
330,000 |
0.38% |
|
|
| 31 |
TEALWOOD ASSET MANAGEMENT INC |
4,765 |
276,000 |
0.32% |
|
|
| 32 |
PRIO WEALTH LIMITED PARTNERSHIP |
4,235 |
245,000 |
0.28% |
|
|
| 33 |
Hollow Brook Wealth Management LLC |
4,000 |
232,000 |
0.27% |
|
|
| 34 |
KCM INVESTMENT ADVISORS LLC |
3,846 |
223,000 |
0.26% |
|
|
| 35 |
SCHMIDT P J INVESTMENT MANAGEMENT INC |
3,835 |
222,000 |
0.25% |
|
|
| 36 |
ROFFMAN MILLER ASSOCIATES INC /PA/ |
3,605 |
209,000 |
0.24% |
|
|
| 37 |
QCI ASSET MANAGEMENT INC/NY |
1,371 |
79,000 |
0.09% |
|
|
| 38 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
1,185 |
69,000 |
0.08% |
|
|
| 39 |
Cornerstone Advisors, Inc. |
278 |
16,000 |
0.02% |
|
|