| 1 |
PATTEN & PATTEN INC/TN |
897,597 |
14,873,000 |
17.57% |
|
|
| 2 |
Cranberry Lake Advisors LLC |
825,000 |
13,670,000 |
16.14% |
|
|
| 3 |
CEDAR HILL ASSOCIATES, LLC |
721,083 |
11,948,000 |
14.11% |
|
|
| 4 |
Colonial Trust Advisors |
306,350 |
5,076,000 |
5.99% |
|
|
| 5 |
Advisors Capital Management, LLC |
250,064 |
4,144,000 |
4.89% |
|
|
| 6 |
EXCELSIA, INC. |
249,448 |
4,133,000 |
4.88% |
|
|
| 7 |
J.P. Morgan Private Wealth Advisors LLC |
232,078 |
3,845,000 |
4.54% |
|
|
| 8 |
SUMMIT CAPITAL MANAGEMENT LLC |
218,546 |
3,621,000 |
4.28% |
|
|
| 9 |
NewFocus Financial Group, LLC |
212,140 |
3,515,000 |
4.15% |
|
|
| 10 |
JMG Financial Group, Ltd. |
176,038 |
2,917,000 |
3.45% |
|
|
| 11 |
Grisanti Capital Management LLC |
167,385 |
2,773,000 |
3.27% |
|
|
| 12 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
156,484 |
2,593,000 |
3.06% |
|
|
| 13 |
ORLEANS CAPITAL MANAGEMENT CORP/LA |
149,550 |
2,478,000 |
2.93% |
|
|
| 14 |
Veritable, L.P. |
91,866 |
1,522,000 |
1.80% |
|
|
| 15 |
BOSTON RESEARCH & MANAGEMENT INC |
86,632 |
1,435,000 |
1.69% |
|
|
| 16 |
Patriot Wealth Management, Inc. |
59,853 |
992,000 |
1.17% |
|
|
| 17 |
1834 INVESTMENT ADVISORS CO |
46,082 |
764,000 |
0.90% |
|
|
| 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
35,275 |
585,000 |
0.69% |
|
|
| 19 |
Geneva Advisors, LLC |
26,630 |
441,000 |
0.52% |
|
|
| 20 |
FIRST FOUNDATION ADVISORS |
24,256 |
402,000 |
0.47% |
|
|
| 21 |
KCM INVESTMENT ADVISORS LLC |
17,805 |
295,000 |
0.35% |
|
|
| 22 |
WEIK CAPITAL MANAGEMENT |
16,800 |
278,000 |
0.33% |
|
|
| 23 |
SMITH HAYES Advisers, Inc |
16,076 |
266,000 |
0.31% |
|
|
| 24 |
BERNZOTT CAPITAL ADVISORS |
15,460 |
256,000 |
0.30% |
|
|
| 25 |
Waldron Private Wealth LLC |
15,062 |
250,000 |
0.30% |
|
|
| 26 |
LOEB PARTNERS CORP |
15,000 |
249,000 |
0.29% |
|
|
| 27 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
14,640 |
243,000 |
0.29% |
|
|
| 28 |
Bollard Group LLC |
13,890 |
230,000 |
0.27% |
|
|
| 29 |
Curi Capital, LLC |
13,525 |
224,000 |
0.26% |
|
|
| 30 |
Regis Management CO LLC |
12,900 |
214,000 |
0.25% |
|
|
| 31 |
WOODMONT INVESTMENT COUNSEL LLC |
12,725 |
211,000 |
0.25% |
|
|
| 32 |
InterOcean Capital, LLC |
10,851 |
180,000 |
0.21% |
|
|
| 33 |
VESTOR CAPITAL, LLC |
2,995 |
50,000 |
0.06% |
|
|
