| 1 |
Cranberry Lake Advisors LLC |
1,013,000 |
17,748,000 |
17.39% |
|
|
| 2 |
PATTEN & PATTEN INC/TN |
911,561 |
15,971,000 |
15.65% |
|
|
| 3 |
CEDAR HILL ASSOCIATES, LLC |
759,483 |
13,306,000 |
13.04% |
|
|
| 4 |
DT Investment Partners, LLC |
640,813 |
11,227,000 |
11.00% |
|
|
| 5 |
Advisors Capital Management, LLC |
264,785 |
4,639,000 |
4.54% |
|
|
| 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
238,521 |
4,179,000 |
4.09% |
|
|
| 7 |
Colonial Trust Advisors |
231,130 |
4,049,000 |
3.97% |
|
|
| 8 |
J.P. Morgan Private Wealth Advisors LLC |
225,366 |
3,949,000 |
3.87% |
|
|
| 9 |
JMG Financial Group, Ltd. |
216,678 |
3,796,000 |
3.72% |
|
|
| 10 |
NewFocus Financial Group, LLC |
179,017 |
3,136,000 |
3.07% |
|
|
| 11 |
SUMMIT CAPITAL MANAGEMENT LLC |
153,951 |
2,697,000 |
2.64% |
|
|
| 12 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
153,509 |
2,689,000 |
2.63% |
|
|
| 13 |
Grisanti Capital Management LLC |
141,655 |
2,481,000 |
2.43% |
|
|
| 14 |
ORLEANS CAPITAL MANAGEMENT CORP/LA |
116,800 |
2,046,000 |
2.00% |
|
|
| 15 |
1834 INVESTMENT ADVISORS CO |
110,042 |
1,928,000 |
1.89% |
|
|
| 16 |
Veritable, L.P. |
81,589 |
1,429,000 |
1.40% |
|
|
| 17 |
Patriot Wealth Management, Inc. |
65,873 |
1,154,000 |
1.13% |
|
|
| 18 |
BOSTON RESEARCH & MANAGEMENT INC |
60,892 |
1,066,000 |
1.04% |
|
|
| 19 |
GREENWOOD CAPITAL ASSOCIATES LLC |
54,855 |
961,000 |
0.94% |
|
|
| 20 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
34,115 |
598,000 |
0.59% |
|
|
| 21 |
Geneva Advisors, LLC |
28,020 |
491,000 |
0.48% |
|
|
| 22 |
Curi Capital, LLC |
19,117 |
335,000 |
0.33% |
|
|
| 23 |
KCM INVESTMENT ADVISORS LLC |
18,038 |
316,000 |
0.31% |
|
|
| 24 |
WEIK CAPITAL MANAGEMENT |
17,800 |
312,000 |
0.31% |
|
|
| 25 |
SMITH HAYES Advisers, Inc |
16,001 |
280,000 |
0.27% |
|
|
| 26 |
BERNZOTT CAPITAL ADVISORS |
15,460 |
271,000 |
0.27% |
|
|
| 27 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
14,640 |
256,000 |
0.25% |
|
|
| 28 |
FIRST FOUNDATION ADVISORS |
13,756 |
241,000 |
0.24% |
|
|
| 29 |
Bollard Group LLC |
13,664 |
239,000 |
0.23% |
|
|
| 30 |
Regis Management CO LLC |
12,900 |
226,000 |
0.22% |
|
|
| 31 |
VESTOR CAPITAL, LLC |
3,395 |
59,000 |
0.06% |
|
|