|
1
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$38.3M
|
+$330K
|
+1,075
|
+0.9%
|
|
|
2
|
Mraz Amerine & Associates
Modesto,
California
|
$9.67M
|
+$460K
|
+1,499
|
+5%
|
|
|
3
|
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
$1.53M
|
-$952K
|
-3,100
|
-38%
|
|
|
4
|
Parametric Portfolio Associates
Seattle,
Washington
|
$916K
|
-$32.5K
|
-106
|
-3%
|
|
|
5
|
Front Street Capital Management
Missoula,
Montana
|
$818K
|
+$7.67K
|
+25
|
+0.9%
|
|
|
6
|
Cadence Bank
Tupelo,
Mississippi
|
$395K
|
–
|
–
|
–
|
|
|
7
|
BOK Financial Private Wealth
Denver,
Colorado
|
$233K
|
+$81.2K
|
+264
|
+53%
|
|
|
8
|
Gulf International Bank (UK)
London,
United Kingdom
|
$150K
|
–
|
–
|
–
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$144K
|
+$144K
|
+510
|
New
|
|
|
10
|
Panagora Asset Management
Boston,
Massachusetts
|
$64K
|
–
|
–
|
–
|
|
|
11
|
Mar Vista Investment Partners
Los Angeles,
California
|
$47K
|
-$15.6K
|
-51
|
-25%
|
|
|
12
|
Sonora Investment Management
Tucson,
Arizona
|
$31K
|
–
|
–
|
–
|
|
|
13
|
Wealth Quarterback
Toms River,
New Jersey
|
$6.14K
|
+$6.14K
|
+20
|
New
|
|
|
14
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$6K
|
–
|
–
|
–
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
16
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$3K
|
+$3K
|
+10
|
New
|
|
|
17
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$909
|
+$909
|
+3
|
New
|
|
|
18
|
Wallace Capital Management
Dallas,
Texas
|
–
|
-$16.8M
|
-35,805
|
Closed
|
|
|
19
|
Cheviot Value Management
Beverly Hills,
California
|
–
|
-$2.83M
|
-6,017
|
Closed
|
|
|
20
|
Aviance Capital Partners
Naples,
Florida
|
–
|
-$211K
|
-450
|
Closed
|
|
|
21
|
Heritage Wealth Advisors
Richmond,
Virginia
|
–
|
-$84.5K
|
-180
|
Closed
|
|
|
22
|
Hexavest
Montreal,
Quebec, Canada
|
–
|
-$19K
|
-41
|
Closed
|
|
|
23
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$15K
|
-31
|
Closed
|
|
|
24
|
Private Capital Group
West Hartford,
Connecticut
|
–
|
-$7K
|
-17
|
Closed
|
|
