|
501
|
Country Club Trust
Kansas City,
Missouri
|
$562K
|
+$176K
|
+1
|
+50%
|
|
|
502
|
Webster Bank
Waterbury,
Connecticut
|
$562K
|
+$176K
|
+1
|
+50%
|
|
|
503
|
Roundview Capital
Princeton,
New Jersey
|
$562K
|
+$527K
|
+3
|
New
|
|
|
504
|
Signature Financial Management
Norfolk,
Virginia
|
$562K
|
+$527K
|
+3
|
New
|
|
|
505
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$562K
|
+$527K
|
+3
|
New
|
|
|
506
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$562K
|
+$52.7M
|
+300
|
New
|
|
|
507
|
NWAM LLC
Mercer Island,
Washington
|
$452K
|
+$351K
|
+2
|
New
|
|
|
508
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$440K
|
-$7.55M
|
-43
|
-49%
|
|
|
509
|
Vista Capital Partners
Portland,
Oregon
|
$392K
|
–
|
–
|
–
|
|
|
510
|
Dorsey Wright & Associates
Pasadena,
California
|
$381K
|
–
|
–
|
–
|
|
|
511
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$375K
|
-$2.11M
|
-12
|
-86%
|
|
|
512
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$375K
|
-$351K
|
-2
|
-50%
|
|
|
513
|
|
$375K
|
–
|
–
|
–
|
|
|
514
|
American Capital Management
New York
|
$375K
|
–
|
–
|
–
|
|
|
515
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$375K
|
–
|
–
|
–
|
|
|
516
|
Appleton Partners
Boston,
Massachusetts
|
$375K
|
–
|
–
|
–
|
|
|
517
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$375K
|
–
|
–
|
–
|
|
|
518
|
Baystate Wealth Management
Boston,
Massachusetts
|
$375K
|
–
|
–
|
–
|
|
|
519
|
Biglari Capital Corp
San Antonio,
Texas
|
$375K
|
–
|
–
|
–
|
|
|
520
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$375K
|
–
|
–
|
–
|
|
|
521
|
Chesley Taft & Associates
Chicago,
Illinois
|
$375K
|
–
|
–
|
–
|
|
|
522
|
Cheviot Value Management
Beverly Hills,
California
|
$375K
|
–
|
–
|
–
|
|
|
523
|
Citizens Business Bank
Ontario,
California
|
$375K
|
–
|
–
|
–
|
|
|
524
|
City Holding Co
Charleston,
West Virginia
|
$375K
|
–
|
–
|
–
|
|
|
525
|
Conning Inc
Hartford,
Connecticut
|
$375K
|
–
|
–
|
–
|
|
