|
1
|
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
$2.75M
|
+$609K
|
+93,500
|
+28%
|
|
|
2
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$738K
|
–
|
–
|
–
|
|
|
3
|
RNC Capital Management
Los Angeles,
California
|
$568K
|
–
|
–
|
–
|
|
|
4
|
Ratan Capital Management
Miami Beach,
Florida
|
$514K
|
+$514K
|
+79,000
|
New
|
|
|
5
|
Ivy Lane Capital Management
Winter Park,
Florida
|
$508K
|
+$182K
|
+28,000
|
+56%
|
|
|
6
|
First National Trust
Hermitage,
Pennsylvania
|
$475K
|
–
|
–
|
–
|
|
|
7
|
Crossingbridge Advisors
Pleasantville,
New York
|
$456K
|
+$456K
|
+70,000
|
New
|
|
|
8
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$204K
|
–
|
–
|
–
|
|
|
9
|
Hennessy Advisors Inc
Novato,
California
|
$195K
|
+$195K
|
+30,000
|
New
|
|
|
10
|
ORG Wealth Partners
Dallas,
Texas
|
$190K
|
+$190K
|
+29,142
|
New
|
|
|
11
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$111K
|
+$13K
|
+2,000
|
+13%
|
|
|
12
|
Oakworth Capital
Birmingham,
Alabama
|
$65.5K
|
–
|
–
|
–
|
|
|
13
|
Kelleher Financial Advisors
New York
|
$59.7K
|
+$29.9K
|
+4,587
|
+100%
|
|
|
14
|
Ancora Advisors
Cleveland,
Ohio
|
$30.2K
|
–
|
–
|
–
|
|
|
15
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$19.9K
|
-$4.56K
|
-700
|
-19%
|
|
|
16
|
First Command Advisory Services
Fort Worth,
Texas
|
$19.5K
|
+$19.5K
|
+3,000
|
New
|
|
|
17
|
Huntington National Bank
Columbus,
Ohio
|
$17.6K
|
+$14.4K
|
+2,214
|
+458%
|
|
|
18
|
Hantz Financial Services
Southfield,
Michigan
|
$7K
|
–
|
–
|
–
|
|
|
19
|
Byrne Asset Management
Kingston,
New Jersey
|
$4.56K
|
-$1.3K
|
-200
|
-22%
|
|
|
20
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$2.71K
|
–
|
–
|
–
|
|
|
21
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$2.42K
|
–
|
–
|
–
|
|
|
22
|
FNY Investment Advisers
New York
|
$1K
|
+$1K
|
+200
|
New
|
|
|
23
|
McMillan Office
St. Clair Shores,
Michigan
|
$280
|
–
|
–
|
–
|
|
|
24
|
Markowski Investments
Tampa,
Florida
|
$150
|
+$150
|
+23
|
New
|
|
|
25
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$9.6K
|
-1,320
|
Closed
|
|
