|
1
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$120M
|
+$120M
|
+105,128
|
New
|
|
|
2
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$26.1M
|
-$6.83M
|
-5,998
|
-21%
|
|
|
3
|
Poehling Capital Management
Madison,
Wisconsin
|
$20.6M
|
+$19.3K
|
+17
|
+0.1%
|
|
|
4
|
MN Services Vermogensbeheer
The Hague,
Netherlands
|
$9.55M
|
-$227K
|
-200
|
-2%
|
|
|
5
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$5.98M
|
+$10.2K
|
+9
|
+0.2%
|
|
|
6
|
Front Street Capital Management
Missoula,
Montana
|
$1.17M
|
-$123K
|
-111
|
-10%
|
|
|
7
|
Kahn Brothers Group
New York
|
$1.16M
|
–
|
–
|
–
|
|
|
8
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$719K
|
-$10.2K
|
-9
|
-1%
|
|
|
9
|
Equitable Trust
Nashville,
Tennessee
|
$573K
|
–
|
–
|
–
|
|
|
10
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$408K
|
-$56.8K
|
-50
|
-12%
|
|
|
11
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$389K
|
–
|
–
|
–
|
|
|
12
|
Williams Jones Wealth Management
New York
|
$227K
|
–
|
–
|
–
|
|
|
13
|
|
$145K
|
+$145K
|
+128
|
New
|
|
|
14
|
|
$114K
|
–
|
–
|
–
|
|
|
15
|
GAMMA Investing
Foster City,
California
|
$72.7K
|
+$2.27K
|
+2
|
+3%
|
|
|
16
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$45K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26.2K
|
+$5.69K
|
+5
|
+28%
|
|
|
18
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$12.5K
|
+$12.5K
|
+11
|
New
|
|
|
19
|
RhumbLine Advisers
Boston,
Massachusetts
|
$9.09K
|
–
|
–
|
–
|
|
|
20
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$2.27K
|
+$2.27K
|
+2
|
New
|
|
|
21
|
Mraz Amerine & Associates
Modesto,
California
|
–
|
-$33.8M
|
-31,326
|
Closed
|
|
|
22
|
Salomon & Ludwin
Richmond,
Virginia
|
–
|
-$29.1K
|
-27
|
Closed
|
|
|
23
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$5.39K
|
-5
|
Closed
|
|
|
24
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
–
|
-$3.28K
|
-3
|
Closed
|
|
