|
501
|
Orca Investment Management
Roseburg,
Oregon
|
$586K
|
–
|
–
|
–
|
|
|
502
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$586K
|
–
|
–
|
–
|
|
|
503
|
Private Advisor Group
Morristown,
New Jersey
|
$586K
|
–
|
–
|
–
|
|
|
504
|
Salient Capital Advisors
Houston,
Texas
|
$586K
|
–
|
–
|
–
|
|
|
505
|
Savant Capital
Rockford,
Illinois
|
$586K
|
–
|
–
|
–
|
|
|
506
|
Shikiar Asset Management
New York
|
$586K
|
–
|
–
|
–
|
|
|
507
|
SouthState Corp
Winter Haven,
Florida
|
$586K
|
–
|
–
|
–
|
|
|
508
|
Spinnaker Trust
Portland,
Maine
|
$586K
|
–
|
–
|
–
|
|
|
509
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$586K
|
–
|
–
|
–
|
|
|
510
|
Tortoise Investment Management
White Plains,
New York
|
$586K
|
–
|
–
|
–
|
|
|
511
|
Violich Capital Management
San Francisco,
California
|
$586K
|
–
|
–
|
–
|
|
|
512
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$586K
|
–
|
–
|
–
|
|
|
513
|
Weybosset Research & Management
Province,
Rhode Island
|
$586K
|
–
|
–
|
–
|
|
|
514
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$586K
|
–
|
–
|
–
|
|
|
515
|
Avior Wealth Management
Omaha,
Nebraska
|
$586K
|
+$206K
|
+1
|
+50%
|
|
|
516
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$586K
|
+$206K
|
+1
|
+50%
|
|
|
517
|
Flossbach Von Storch
Cologne,
Germany
|
$586K
|
+$206K
|
+1
|
+50%
|
|
|
518
|
MAI Capital Management
Independence,
Ohio
|
$586K
|
+$206K
|
+1
|
+50%
|
|
|
519
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$586K
|
+$206K
|
+1
|
+50%
|
|
|
520
|
Country Club Trust
Kansas City,
Missouri
|
$585K
|
–
|
–
|
–
|
|
|
521
|
IFC Holdings
Tampa,
Florida
|
$584K
|
–
|
–
|
–
|
|
|
522
|
Ruggie Capital Group
Tavares,
Florida
|
$413K
|
-$1.65M
|
-8
|
-80%
|
|
|
523
|
Vista Capital Partners
Portland,
Oregon
|
$412K
|
–
|
–
|
–
|
|
|
524
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$400K
|
+$41.2M
|
+200
|
New
|
|
|
525
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$392K
|
–
|
–
|
–
|
|
