|
1
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$78.4M
|
-$243K
|
-447
|
-0.3%
|
|
|
2
|
Wallace Capital Management
Dallas,
Texas
|
$20.7M
|
-$676K
|
-1,245
|
-3%
|
|
|
3
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$8.99M
|
-$12.5K
|
-23
|
-0.1%
|
|
|
4
|
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
$4.4M
|
–
|
–
|
–
|
|
|
5
|
Poehling Capital Management
Madison,
Wisconsin
|
$3.83M
|
+$889K
|
+1,634
|
+30%
|
|
|
6
|
Cheviot Value Management
Beverly Hills,
California
|
$3.18M
|
-$23.9K
|
-44
|
-0.7%
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.94M
|
-$56.5K
|
-104
|
-3%
|
|
|
8
|
E.S. Barr & Co
Lexington,
Kentucky
|
$1.94M
|
-$673K
|
-1,239
|
-26%
|
|
|
9
|
LSV Asset Management
Chicago,
Illinois
|
$1.37M
|
–
|
–
|
–
|
|
|
10
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.22M
|
-$16.3K
|
-30
|
-1%
|
|
|
11
|
West Family Investments
Carlsbad,
California
|
$1.08M
|
+$1.08M
|
+1,991
|
New
|
|
|
12
|
Lafayette Investments
Ashton,
Maryland
|
$901K
|
-$10.3K
|
-19
|
-1%
|
|
|
13
|
Cadence Bank
Tupelo,
Mississippi
|
$699K
|
–
|
–
|
–
|
|
|
14
|
Simmons Bank
Pine Bluff,
Arkansas
|
$608K
|
–
|
–
|
–
|
|
|
15
|
McQueen Ball & Associates
Bethlehem,
Pennsylvania
|
$568K
|
–
|
–
|
–
|
|
|
16
|
World Asset Management
Detroit,
Michigan
|
$385K
|
-$67.9K
|
-125
|
-15%
|
|
|
17
|
Private Capital Group
West Hartford,
Connecticut
|
$305K
|
-$2.71K
|
-5
|
-0.9%
|
|
|
18
|
Parsec Financial Management
Asheville,
North Carolina
|
$286K
|
–
|
–
|
–
|
|
|
19
|
Gulf International Bank (UK)
London,
United Kingdom
|
$266K
|
-$4.44M
|
-8,194
|
-94%
|
|
|
20
|
BOK Financial Private Wealth
Denver,
Colorado
|
$246K
|
+$543
|
+1
|
+0.2%
|
|
|
21
|
Panagora Asset Management
Boston,
Massachusetts
|
$202K
|
–
|
–
|
–
|
|
|
22
|
First Horizon Advisors
Memphis,
Tennessee
|
$137K
|
–
|
–
|
–
|
|
|
23
|
Mar Vista Investment Partners
Los Angeles,
California
|
$77K
|
–
|
–
|
–
|
|
|
24
|
Sonora Investment Management
Tucson,
Arizona
|
$54K
|
–
|
–
|
–
|
|
|
25
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$54K
|
+$54K
|
+100
|
New
|
|
