| 1 |
J.P. Morgan Private Wealth Advisors LLC |
403,226 |
16,561,000 |
19.95% |
|
|
| 2 |
Avalon Investment & Advisory |
322,144 |
13,230,000 |
15.94% |
|
|
| 3 |
Bollard Group LLC |
315,874 |
12,973,000 |
15.63% |
|
|
| 4 |
Veritable, L.P. |
256,938 |
10,552,000 |
12.71% |
|
|
| 5 |
Advisors Capital Management, LLC |
149,844 |
6,154,000 |
7.42% |
|
|
| 6 |
BALDWIN WEALTH PARTNERS LLC/MA |
92,574 |
3,802,000 |
4.58% |
|
|
| 7 |
Hollow Brook Wealth Management LLC |
76,196 |
3,129,000 |
3.77% |
|
|
| 8 |
Azimuth Capital Management LLC |
47,022 |
1,931,000 |
2.33% |
|
|
| 9 |
Oxbow Advisors, LLC |
45,747 |
1,880,000 |
2.27% |
|
|
| 10 |
BURNHAM ASSET MANAGEMENT CORP /NY/ |
40,870 |
1,679,000 |
2.02% |
|
|
| 11 |
CATAWBA CAPITAL MANAGEMENT /VA |
28,203 |
1,158,000 |
1.40% |
|
|
| 12 |
Camelot Portfolios, LLC |
22,172 |
911,000 |
1.10% |
|
|
| 13 |
PINNACLE ASSOCIATES LTD |
22,004 |
904,000 |
1.09% |
|
|
| 14 |
Willingdon Wealth Management |
21,730 |
892,000 |
1.07% |
|
|
| 15 |
Liberty Capital Management, Inc. |
21,370 |
878,000 |
1.06% |
|
|
| 16 |
GOULD ASSET MANAGEMENT LLC /CA/ |
18,016 |
740,000 |
0.89% |
|
|
| 17 |
Sippican Capital Advisors |
12,681 |
521,000 |
0.63% |
|
|
| 18 |
EVERETT HARRIS & CO /CA/ |
12,554 |
516,000 |
0.62% |
|
|
| 19 |
Hemenway Trust Co LLC |
12,123 |
498,000 |
0.60% |
|
|
| 20 |
Colonial Trust Advisors |
11,950 |
491,000 |
0.59% |
|
|
| 21 |
Huntington Steele LLC |
11,492 |
472,000 |
0.57% |
|
|
| 22 |
Clarkston Capital Partners, LLC |
10,000 |
411,000 |
0.50% |
|
|
| 23 |
Fiera Capital Corp |
9,279 |
381,000 |
0.46% |
|
|
| 24 |
Geneva Advisors, LLC |
8,741 |
359,000 |
0.43% |
|
|
| 25 |
1834 INVESTMENT ADVISORS CO |
7,720 |
317,000 |
0.38% |
|
|
| 26 |
FIDGEON TIMOTHY F |
7,600 |
312,000 |
0.38% |
|
|
| 27 |
CHICKASAW CAPITAL MANAGEMENT LLC |
7,000 |
287,000 |
0.35% |
|
|
| 28 |
Regent Investment Management LLC |
6,853 |
281,000 |
0.34% |
|
|
| 29 |
FARR MILLER & WASHINGTON LLC/DC |
6,100 |
251,000 |
0.30% |
|
|
| 30 |
HOLLENCREST CAPITAL MANAGEMENT |
5,774 |
237,000 |
0.29% |
|
|
| 31 |
BOYS ARNOLD & CO INC |
5,525 |
227,000 |
0.27% |
|
|
| 32 |
QCI ASSET MANAGEMENT INC/NY |
1,200 |
49,000 |
0.06% |
|
|
| 33 |
ISTHMUS PARTNERS, LLC |
191 |
8,000 |
0.01% |
|
|
