|
201
|
Small Cap Value Fund
Dallas,
Texas
|
$398K
|
+$437K
|
+10,070
|
New
|
|
|
202
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$393K
|
-$3.13K
|
-72
|
-0.7%
|
|
|
203
|
Evercore Wealth Management
New York
|
$384K
|
+$180K
|
+4,147
|
+75%
|
|
|
204
|
SignalPoint Asset Management
Springfield,
Missouri
|
$383K
|
–
|
–
|
–
|
|
|
205
|
Mission Wealth Management
Santa Barbara,
California
|
$383K
|
+$388K
|
+8,940
|
New
|
|
|
206
|
Concert Wealth Management
San Jose,
California
|
$380K
|
-$180K
|
-4,135
|
-30%
|
|
|
207
|
Hancock Whitney
Gulfport,
Mississippi
|
$378K
|
–
|
–
|
–
|
|
|
208
|
CAZ Investments
Houston,
Texas
|
$366K
|
-$3.39M
|
-78,034
|
-89%
|
|
|
209
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$351K
|
+$109K
|
+2,500
|
+39%
|
|
|
210
|
Klingenstein Fields & Co
New York
|
$350K
|
-$30.4K
|
-700
|
-7%
|
|
|
211
|
Murphy Capital Management
Bedminster,
New Jersey
|
$350K
|
+$10.9K
|
+252
|
+3%
|
|
|
212
|
ProVise Management Group
Clearwater,
Florida
|
$345K
|
–
|
–
|
–
|
|
|
213
|
FDx Advisors
Chicago,
Illinois
|
$339K
|
+$371K
|
+8,552
|
New
|
|
|
214
|
Millennium Management
New York
|
$335K
|
-$27.4M
|
-629,983
|
-99%
|
|
|
215
|
Rockefeller Financial Services
New York
|
$333K
|
+$174K
|
+4,000
|
+91%
|
|
|
216
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$329K
|
–
|
–
|
–
|
|
|
217
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$329K
|
+$16.3K
|
+375
|
+5%
|
|
|
218
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$327K
|
–
|
–
|
–
|
|
|
219
|
Parametric Portfolio Associates
Seattle,
Washington
|
$305K
|
+$10.8K
|
+249
|
+3%
|
|
|
220
|
Beacon Trust
Morristown,
New Jersey
|
$295K
|
-$237K
|
-5,450
|
-42%
|
|
|
221
|
Argent Trust Co
Nashville,
Tennessee
|
$294K
|
–
|
–
|
–
|
|
|
222
|
Roundview Capital
Princeton,
New Jersey
|
$292K
|
-$3.91K
|
-90
|
-1%
|
|
|
223
|
SVA Wealth Management
Madison,
Wisconsin
|
$292K
|
+$321K
|
+7,382
|
New
|
|
|
224
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$262K
|
-$102K
|
-2,340
|
-26%
|
|
|
225
|
Matrix Asset Advisors
White Plains,
New York
|
$255K
|
–
|
–
|
–
|
|
