|
1
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$71.5M
|
+$2.08M
|
+4,251
|
+3%
|
|
|
2
|
Wallace Capital Management
Dallas,
Texas
|
$18.2M
|
-$128K
|
-260
|
-0.7%
|
|
|
3
|
Mraz Amerine & Associates
Modesto,
California
|
$13.9M
|
+$569K
|
+1,159
|
+4%
|
|
|
4
|
Poehling Capital Management
Madison,
Wisconsin
|
$4.72M
|
+$276K
|
+563
|
+6%
|
|
|
5
|
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
$3.97M
|
–
|
–
|
–
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$2.77M
|
+$2.77M
|
+5,646
|
New
|
|
|
7
|
Cheviot Value Management
Beverly Hills,
California
|
$2.52M
|
+$65.3K
|
+133
|
+3%
|
|
|
8
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.63M
|
+$13.2K
|
+27
|
+0.8%
|
|
|
9
|
Front Street Capital Management
Missoula,
Montana
|
$1.33M
|
+$3.43K
|
+7
|
+0.3%
|
|
|
10
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.08M
|
-$16.2K
|
-33
|
-1%
|
|
|
11
|
West Family Investments
Carlsbad,
California
|
$977K
|
–
|
–
|
–
|
|
|
12
|
Cadence Bank
Tupelo,
Mississippi
|
$631K
|
–
|
–
|
–
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$547K
|
+$529K
|
+1,076
|
+2,908%
|
|
|
14
|
Private Capital Group
West Hartford,
Connecticut
|
$318K
|
+$318K
|
+568
|
New
|
|
|
15
|
BOK Financial Private Wealth
Denver,
Colorado
|
$270K
|
+$5.41K
|
+11
|
+2%
|
|
|
16
|
Gulf International Bank (UK)
London,
United Kingdom
|
$241K
|
–
|
–
|
–
|
|
|
17
|
Panagora Asset Management
Boston,
Massachusetts
|
$182K
|
–
|
–
|
–
|
|
|
18
|
Mar Vista Investment Partners
Los Angeles,
California
|
$82K
|
–
|
–
|
–
|
|
|
19
|
Sonora Investment Management
Tucson,
Arizona
|
$49K
|
–
|
–
|
–
|
|
|
20
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$33K
|
–
|
–
|
–
|
|
|
21
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$32K
|
+$26.2K
|
+54
|
+450%
|
|
|
22
|
Lafayette Investments
Ashton,
Maryland
|
–
|
-$964K
|
-2,072
|
Closed
|
|
|
23
|
Aviance Capital Partners
Naples,
Florida
|
–
|
-$209K
|
-450
|
Closed
|
|
|
24
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$117K
|
-253
|
Closed
|
|
|
25
|
Citizens Financial Group
Providence,
Rhode Island
|
–
|
-$1K
|
-3
|
Closed
|
|
