|
551
|
Roundview Capital
Princeton,
New Jersey
|
$960K
|
–
|
–
|
–
|
|
|
552
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$960K
|
–
|
–
|
–
|
|
|
553
|
Seneca House Advisors
Richmond,
Virginia
|
$960K
|
–
|
–
|
–
|
|
|
554
|
Shikiar Asset Management
New York
|
$960K
|
–
|
–
|
–
|
|
|
555
|
Summit Asset Management
Memphis,
Tennessee
|
$960K
|
–
|
–
|
–
|
|
|
556
|
Violich Capital Management
San Francisco,
California
|
$960K
|
–
|
–
|
–
|
|
|
557
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$960K
|
–
|
–
|
–
|
|
|
558
|
Waverly Advisors
Birmingham,
Alabama
|
$960K
|
–
|
–
|
–
|
|
|
559
|
WealthSource Partners
San Luis Obispo,
California
|
$960K
|
–
|
–
|
–
|
|
|
560
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$960K
|
–
|
–
|
–
|
|
|
561
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$960K
|
+$310K
|
+1
|
+50%
|
|
|
562
|
Savant Capital
Rockford,
Illinois
|
$960K
|
+$310K
|
+1
|
+50%
|
|
|
563
|
Capital Planning Advisors
Roseville,
California
|
$960K
|
+$929K
|
+3
|
New
|
|
|
564
|
Newport Wealth Strategies
Irvine,
California
|
$923K
|
–
|
–
|
–
|
|
|
565
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$641K
|
–
|
–
|
–
|
|
|
566
|
Smead Capital Management
Phoenix,
Arizona
|
$640K
|
-$61.3M
|
-198
|
-99%
|
|
|
567
|
Stellar Capital Management
Phoenix,
Arizona
|
$640K
|
-$61.3M
|
-198
|
-99%
|
|
|
568
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$640K
|
-$2.79M
|
-9
|
-82%
|
|
|
569
|
Lagoda Investment Management
New York
|
$640K
|
-$2.17M
|
-7
|
-78%
|
|
|
570
|
Citadel Advisors
Miami,
Florida
|
$640K
|
-$1.86M
|
-6
|
-75%
|
|
|
571
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$640K
|
-$619K
|
-2
|
-50%
|
|
|
572
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$640K
|
–
|
–
|
–
|
|
|
573
|
Advisor Partners
Walnut Creek,
California
|
$640K
|
–
|
–
|
–
|
|
|
574
|
Allied Investment Advisors
Billings,
Montana
|
$640K
|
–
|
–
|
–
|
|
|
575
|
Allworth Financial
Folsom,
California
|
$640K
|
–
|
–
|
–
|
|
