|
1
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$66M
|
-$711K
|
-1,529
|
-1%
|
|
|
2
|
Wallace Capital Management
Dallas,
Texas
|
$17.3M
|
-$338K
|
-730
|
-2%
|
|
|
3
|
Mraz Amerine & Associates
Modesto,
California
|
$12.6M
|
+$194K
|
+419
|
+2%
|
|
|
4
|
Poehling Capital Management
Madison,
Wisconsin
|
$4.2M
|
+$748K
|
+1,614
|
+22%
|
|
|
5
|
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
$3.77M
|
–
|
–
|
–
|
|
|
6
|
Cheviot Value Management
Beverly Hills,
California
|
$2.32M
|
+$33.4K
|
+72
|
+1%
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.54M
|
+$22.3K
|
+48
|
+1%
|
|
|
8
|
Front Street Capital Management
Missoula,
Montana
|
$1.22M
|
-$181K
|
-402
|
-13%
|
|
|
9
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.04M
|
-$930
|
-2
|
-0.1%
|
|
|
10
|
Lafayette Investments
Ashton,
Maryland
|
$964K
|
+$156K
|
+335
|
+19%
|
|
|
11
|
West Family Investments
Carlsbad,
California
|
$924K
|
–
|
–
|
–
|
|
|
12
|
Cadence Bank
Tupelo,
Mississippi
|
$598K
|
–
|
–
|
–
|
|
|
13
|
BOK Financial Private Wealth
Denver,
Colorado
|
$249K
|
-$7.41K
|
-16
|
-3%
|
|
|
14
|
Gulf International Bank (UK)
London,
United Kingdom
|
$227K
|
–
|
–
|
–
|
|
|
15
|
Aviance Capital Partners
Naples,
Florida
|
$209K
|
+$209K
|
+450
|
New
|
|
|
16
|
Panagora Asset Management
Boston,
Massachusetts
|
$173K
|
–
|
–
|
–
|
|
|
17
|
First Horizon Advisors
Memphis,
Tennessee
|
$117K
|
–
|
–
|
–
|
|
|
18
|
Mar Vista Investment Partners
Los Angeles,
California
|
$78K
|
–
|
–
|
–
|
|
|
19
|
Sonora Investment Management
Tucson,
Arizona
|
$46K
|
–
|
–
|
–
|
|
|
20
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$32K
|
–
|
–
|
–
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17K
|
+$11.5K
|
+25
|
+208%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$11K
|
+$11K
|
+25
|
New
|
|
|
23
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$6K
|
+$6K
|
+12
|
New
|
|
|
24
|
Citizens Financial Group
Providence,
Rhode Island
|
$1K
|
+$1K
|
+3
|
New
|
|
|
25
|
E.S. Barr & Co
Lexington,
Kentucky
|
–
|
-$506K
|
-1,150
|
Closed
|
|
