|
1201
|
Messner & Smith Theme Value Investment Management
San Diego,
California
|
$328K
|
-$87.4K
|
-820
|
-21%
|
|
|
1202
|
IMS Capital Management
Portland,
Oregon
|
$327K
|
-$7.04K
|
-66
|
-2%
|
|
|
1203
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$326K
|
–
|
–
|
–
|
|
|
1204
|
Millennium Management
New York
|
$325K
|
-$23.8M
|
-222,829
|
-99%
|
|
|
1205
|
Clearstead Advisors
Cleveland,
Ohio
|
$324K
|
+$107K
|
+1,000
|
+49%
|
|
|
1206
|
Parkwood LLC
Cleveland,
Ohio
|
$321K
|
+$323K
|
+3,032
|
New
|
|
|
1207
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$318K
|
-$1.3M
|
-12,200
|
-80%
|
|
|
1208
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$318K
|
–
|
–
|
–
|
|
|
1209
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$318K
|
+$320K
|
+3,000
|
New
|
|
|
1210
|
Parsec Financial Management
Asheville,
North Carolina
|
$317K
|
–
|
–
|
–
|
|
|
1211
|
Girard Securities
San Diego,
California
|
$315K
|
-$7.46K
|
-70
|
-2%
|
|
|
1212
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$315K
|
+$1.71K
|
+16
|
+0.6%
|
|
|
1213
|
De Burlo Group
Boston,
Massachusetts
|
$313K
|
–
|
–
|
–
|
|
|
1214
|
Whitney & Co
Rochester,
New York
|
$310K
|
-$10.7K
|
-100
|
-3%
|
|
|
1215
|
Thomas Story & Son
Culver,
Indiana
|
$310K
|
–
|
–
|
–
|
|
|
1216
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$310K
|
+$4.69K
|
+44
|
+2%
|
|
|
1217
|
Versant Capital Management
Phoenix,
Arizona
|
$307K
|
+$70.6K
|
+662
|
+30%
|
|
|
1218
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$307K
|
+$309K
|
+2,900
|
New
|
|
|
1219
|
Neuberger Berman Canada
Toronto,
Ontario, Canada
|
$307K
|
+$309K
|
+2,900
|
New
|
|
|
1220
|
Parallel Advisors
San Francisco,
California
|
$306K
|
+$57.7K
|
+541
|
+24%
|
|
|
1221
|
Oxbow Advisors
Austin,
Texas
|
$305K
|
–
|
–
|
–
|
|
|
1222
|
WealthSource Partners
San Luis Obispo,
California
|
$304K
|
+$306K
|
+2,866
|
New
|
|
|
1223
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$303K
|
-$5.33K
|
-50
|
-2%
|
|
|
1224
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$300K
|
-$1.28K
|
-12
|
-0.4%
|
|
|
1225
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$299K
|
+$5.33K
|
+50
|
+2%
|
|
