|
1
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$64.8M
|
+$408K
|
+925
|
+0.6%
|
|
|
2
|
Wallace Capital Management
Dallas,
Texas
|
$16.6M
|
+$211K
|
+479
|
+1%
|
|
|
3
|
Mraz Amerine & Associates
Modesto,
California
|
$13M
|
+$504K
|
+1,142
|
+4%
|
|
|
4
|
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
$3.57M
|
–
|
–
|
–
|
|
|
5
|
Cheviot Value Management
Beverly Hills,
California
|
$2.42M
|
+$152K
|
+345
|
+7%
|
|
|
6
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.45M
|
-$15.9K
|
-36
|
-1%
|
|
|
7
|
Front Street Capital Management
Missoula,
Montana
|
$1.18M
|
-$22K
|
-50
|
-2%
|
|
|
8
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$881K
|
-$88.2K
|
-200
|
-9%
|
|
|
9
|
Cadence Bank
Tupelo,
Mississippi
|
$568K
|
–
|
–
|
–
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$477K
|
-$14.1K
|
-32
|
-3%
|
|
|
11
|
BOK Financial Private Wealth
Denver,
Colorado
|
$218K
|
-$24.3K
|
-55
|
-10%
|
|
|
12
|
Gulf International Bank (UK)
London,
United Kingdom
|
$216K
|
–
|
–
|
–
|
|
|
13
|
Panagora Asset Management
Boston,
Massachusetts
|
$164K
|
–
|
–
|
–
|
|
|
14
|
Mar Vista Investment Partners
Los Angeles,
California
|
$74K
|
–
|
–
|
–
|
|
|
15
|
Sonora Investment Management
Tucson,
Arizona
|
$44K
|
–
|
–
|
–
|
|
|
16
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$30K
|
–
|
–
|
–
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$7K
|
+$7K
|
+16
|
New
|
|
|
18
|
Poehling Capital Management
Madison,
Wisconsin
|
–
|
-$4.72M
|
-9,615
|
Closed
|
|
|
19
|
Colony Group
Boston,
Massachusetts
|
–
|
-$2.77M
|
-5,646
|
Closed
|
|
|
20
|
West Family Investments
Carlsbad,
California
|
–
|
-$977K
|
-1,991
|
Closed
|
|
|
21
|
Private Capital Group
West Hartford,
Connecticut
|
–
|
-$318K
|
-568
|
Closed
|
|
|
22
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
–
|
-$32K
|
-66
|
Closed
|
|
