|
1201
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$322K
|
-$5.71K
|
-90
|
-2%
|
|
|
1202
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$322K
|
+$1.33K
|
+21
|
+0.4%
|
|
|
1203
|
Tompkins Financial
Ithaca,
New York
|
$321K
|
-$45.9K
|
-723
|
-12%
|
|
|
1204
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$320K
|
-$128K
|
-2,010
|
-27%
|
|
|
1205
|
Thompson Davis & Co
Richmond,
Virginia
|
$320K
|
-$12.4K
|
-195
|
-3%
|
|
|
1206
|
M Holdings Securities
Portland,
Oregon
|
$320K
|
+$76.4K
|
+1,204
|
+29%
|
|
|
1207
|
Alta Capital Management
Salt Lake City,
Utah
|
$319K
|
+$16.3K
|
+257
|
+5%
|
|
|
1208
|
AIMZ Investment Advisors
Los Altos,
California
|
$316K
|
–
|
–
|
–
|
|
|
1209
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$315K
|
+$25.4K
|
+400
|
+8%
|
|
|
1210
|
Cobblestone Capital Advisors
Rochester,
New York
|
$314K
|
-$53.9K
|
-849
|
-14%
|
|
|
1211
|
PacWest Financial Management
Phoenix,
Arizona
|
$314K
|
-$6.34K
|
-100
|
-2%
|
|
|
1212
|
Beacon Financial Group
Dallas,
Texas
|
$314K
|
–
|
–
|
–
|
|
|
1213
|
IMA Advisory Services
Denver,
Colorado
|
$309K
|
–
|
–
|
–
|
|
|
1214
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$309K
|
+$29.6K
|
+466
|
+10%
|
|
|
1215
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$309K
|
+$66.9K
|
+1,055
|
+25%
|
|
|
1216
|
Platte River Capital
Denver,
Colorado
|
$308K
|
-$1.62M
|
-25,510
|
-83%
|
|
|
1217
|
Segment Wealth Management
Houston,
Texas
|
$308K
|
–
|
–
|
–
|
|
|
1218
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$308K
|
–
|
–
|
–
|
|
|
1219
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$306K
|
+$4.69K
|
+74
|
+1%
|
|
|
1220
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$305K
|
-$738K
|
-11,640
|
-69%
|
|
|
1221
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$305K
|
–
|
–
|
–
|
|
|
1222
|
Messner & Smith Theme Value Investment Management
San Diego,
California
|
$303K
|
–
|
–
|
–
|
|
|
1223
|
FCG Advisors
Chatham,
New Jersey
|
$302K
|
-$18.9K
|
-298
|
-6%
|
|
|
1224
|
First Quadrant
Glendale,
California
|
$302K
|
–
|
–
|
–
|
|
|
1225
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$301K
|
+$6.79K
|
+107
|
+2%
|
|
