|
1
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$58.1M
|
-$10.9M
|
-23,193
|
-16%
|
|
|
2
|
Wallace Capital Management
Dallas,
Texas
|
$16.8M
|
-$825K
|
-1,755
|
-5%
|
|
|
3
|
Mraz Amerine & Associates
Modesto,
California
|
$14.1M
|
+$261K
|
+555
|
+2%
|
|
|
4
|
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
$3.8M
|
–
|
–
|
–
|
|
|
5
|
Cheviot Value Management
Beverly Hills,
California
|
$2.83M
|
+$250K
|
+532
|
+10%
|
|
|
6
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.45M
|
-$95.7K
|
-204
|
-6%
|
|
|
7
|
Front Street Capital Management
Missoula,
Montana
|
$1.24M
|
-$11.7K
|
-25
|
-0.9%
|
|
|
8
|
Cadence Bank
Tupelo,
Mississippi
|
$604K
|
–
|
–
|
–
|
|
|
9
|
BOK Financial Private Wealth
Denver,
Colorado
|
$232K
|
–
|
–
|
–
|
|
|
10
|
Gulf International Bank (UK)
London,
United Kingdom
|
$230K
|
–
|
–
|
–
|
|
|
11
|
Aviance Capital Partners
Naples,
Florida
|
$211K
|
+$211K
|
+450
|
New
|
|
|
12
|
Panagora Asset Management
Boston,
Massachusetts
|
$98K
|
-$77.3K
|
-164
|
-44%
|
|
|
13
|
Mar Vista Investment Partners
Los Angeles,
California
|
$96K
|
+$17.3K
|
+37
|
+22%
|
|
|
14
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$84.5K
|
+$84.5K
|
+180
|
New
|
|
|
15
|
Sonora Investment Management
Tucson,
Arizona
|
$47K
|
–
|
–
|
–
|
|
|
16
|
Hexavest
Montreal,
Quebec, Canada
|
$19K
|
+$19K
|
+41
|
New
|
|
|
17
|
FSA Wealth Management
Needham,
Massachusetts
|
$15K
|
+$15K
|
+31
|
New
|
|
|
18
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$10K
|
-$22.4K
|
-47
|
-69%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
20
|
Private Capital Group
West Hartford,
Connecticut
|
$7K
|
+$7K
|
+17
|
New
|
|
|
21
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$881K
|
-1,997
|
Closed
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$477K
|
-1,081
|
Closed
|
|
