| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPITAL COUNSEL LLC/NY | 815,938 | 91,981,000 | 37.61% | ||
| 2 | Geneva Advisors, LLC | 578,559 | 65,221,000 | 26.67% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 311,596 | 35,126,000 | 14.36% | ||
| 4 | DAVIS R M INC | 272,369 | 30,704,000 | 12.55% | ||
| 5 | HEADINVEST, LLC | 63,251 | 7,403,000 | 3.03% | ||
| 6 | FRANKLIN STREET ADVISORS INC /NC | 45,575 | 5,138,000 | 2.10% | ||
| 7 | PRIO WEALTH LIMITED PARTNERSHIP | 20,630 | 2,325,000 | 0.95% | ||
| 8 | Obermeyer Wealth Partners | 17,419 | 1,964,000 | 0.80% | ||
| 9 | NorthCoast Asset Management LLC | 15,741 | 1,774,000 | 0.73% | ||
| 10 | DEARBORN PARTNERS LLC | 10,800 | 1,217,000 | 0.50% | ||
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6,215 | 701,000 | 0.29% | ||
| 12 | World Asset Management Inc | 6,051 | 682,000 | 0.28% | ||
| 13 | Birch Hill Investment Advisors LLC | 2,950 | 333,000 | 0.14% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
