| 1 |
Cranberry Lake Advisors LLC |
965,500 |
18,509,000 |
14.90% |
|
|
| 2 |
PATTEN & PATTEN INC/TN |
895,796 |
17,172,000 |
13.82% |
|
|
| 3 |
CEDAR HILL ASSOCIATES, LLC |
846,035 |
16,218,000 |
13.05% |
|
|
| 4 |
Advisors Capital Management, LLC |
633,682 |
12,148,000 |
9.78% |
|
|
| 5 |
DT Investment Partners, LLC |
625,731 |
11,995,000 |
9.66% |
|
|
| 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
416,200 |
7,979,000 |
6.42% |
|
|
| 7 |
Colonial Trust Advisors |
309,595 |
5,935,000 |
4.78% |
|
|
| 8 |
JMG Financial Group, Ltd. |
268,894 |
5,155,000 |
4.15% |
|
|
| 9 |
J.P. Morgan Private Wealth Advisors LLC |
253,613 |
4,861,000 |
3.91% |
|
|
| 10 |
NewFocus Financial Group, LLC |
173,164 |
3,320,000 |
2.67% |
|
|
| 11 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
151,859 |
2,911,000 |
2.34% |
|
|
| 12 |
1834 INVESTMENT ADVISORS CO |
110,492 |
2,118,000 |
1.70% |
|
|
| 13 |
ORLEANS CAPITAL MANAGEMENT CORP/LA |
110,150 |
2,112,000 |
1.70% |
|
|
| 14 |
SUMMIT CAPITAL MANAGEMENT LLC |
106,640 |
2,044,000 |
1.65% |
|
|
| 15 |
Grisanti Capital Management LLC |
99,135 |
1,900,000 |
1.53% |
|
|
| 16 |
KEELEY ASSET MANAGEMENT CORP |
89,450 |
1,715,000 |
1.38% |
|
|
| 17 |
AVALON CAPITAL MANAGEMENT |
88,389 |
1,694,000 |
1.36% |
|
|
| 18 |
Patriot Wealth Management, Inc. |
71,456 |
1,370,000 |
1.10% |
|
|
| 19 |
BOSTON RESEARCH & MANAGEMENT INC |
67,952 |
1,302,000 |
1.05% |
|
|
| 20 |
Curi Capital, LLC |
53,571 |
1,027,000 |
0.83% |
|
|
| 21 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
36,728 |
704,000 |
0.57% |
|
|
| 22 |
Geneva Advisors, LLC |
26,185 |
502,000 |
0.40% |
|
|
| 23 |
WEIK CAPITAL MANAGEMENT |
18,300 |
351,000 |
0.28% |
|
|
| 24 |
BERNZOTT CAPITAL ADVISORS |
15,460 |
296,000 |
0.24% |
|
|
| 25 |
Bollard Group LLC |
13,459 |
258,000 |
0.21% |
|
|
| 26 |
Regis Management CO LLC |
12,900 |
247,000 |
0.20% |
|
|
| 27 |
Veritable, L.P. |
11,467 |
220,000 |
0.18% |
|
|
| 28 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
8,882 |
170,000 |
0.14% |
|
|
