|
501
|
|
$652K
|
–
|
–
|
–
|
|
|
502
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$652K
|
–
|
–
|
–
|
|
|
503
|
Boston Financial Management
Boston,
Massachusetts
|
$652K
|
–
|
–
|
–
|
|
|
504
|
CapWealth Advisors
Franklin,
Tennessee
|
$652K
|
–
|
–
|
–
|
|
|
505
|
Edgewood Management
Greenwich,
Connecticut
|
$652K
|
–
|
–
|
–
|
|
|
506
|
Endurance Wealth Management
Providence,
Rhode Island
|
$652K
|
–
|
–
|
–
|
|
|
507
|
M. Kraus & Co
Shelburne,
Vermont
|
$652K
|
–
|
–
|
–
|
|
|
508
|
Montgomery Investment Management
Rockville,
Maryland
|
$652K
|
–
|
–
|
–
|
|
|
509
|
Shikiar Asset Management
New York
|
$652K
|
–
|
–
|
–
|
|
|
510
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$652K
|
–
|
–
|
–
|
|
|
511
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$652K
|
–
|
–
|
–
|
|
|
512
|
Zions Bancorporation
Salt Lake City,
Utah
|
$652K
|
+$663K
|
+3
|
New
|
|
|
513
|
IFC Holdings
Tampa,
Florida
|
$651K
|
–
|
–
|
–
|
|
|
514
|
Intersect Capital
San Ramon,
California
|
$640K
|
–
|
–
|
–
|
|
|
515
|
Vista Capital Partners
Portland,
Oregon
|
$456K
|
+$70.3M
|
+318
|
+11%
|
|
|
516
|
Greylin Investment Management
Orange,
Virginia
|
$452K
|
–
|
–
|
–
|
|
|
517
|
J.P. Turner & Co Capital Management
Atlanta,
Georgia
|
$436K
|
–
|
–
|
–
|
|
|
518
|
|
$436K
|
–
|
–
|
–
|
|
|
519
|
Garde Capital
Seattle,
Washington
|
$435K
|
-$43.8M
|
-198
|
-99%
|
|
|
520
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$435K
|
-$43.8M
|
-198
|
-99%
|
|
|
521
|
Avior Wealth Management
Omaha,
Nebraska
|
$435K
|
-$21.9M
|
-99
|
-98%
|
|
|
522
|
Ruggie Capital Group
Tavares,
Florida
|
$435K
|
-$1.77M
|
-8
|
-80%
|
|
|
523
|
Advisory Research
Chicago,
Illinois
|
$435K
|
-$884K
|
-4
|
-67%
|
|
|
524
|
Estabrook Capital Management
New York
|
$435K
|
-$442K
|
-2
|
-50%
|
|
|
525
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$435K
|
–
|
–
|
–
|
|
