|
1
|
Forward Management
San Francisco,
California
|
$13.1M
|
-$2.28M
|
-86,828
|
-15%
|
|
|
2
|
|
$12.3M
|
–
|
–
|
–
|
|
|
3
|
Security Capital Research & Management
Chicago,
Illinois
|
$6.17M
|
–
|
–
|
–
|
|
|
4
|
NWQ Investment Management Company
Los Angeles,
California
|
$6.04M
|
+$204K
|
+7,781
|
+3%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$4.54M
|
–
|
–
|
–
|
|
|
6
|
Geode Capital Management
Boston,
Massachusetts
|
$3.22M
|
+$3.29M
|
+125,178
|
New
|
|
|
7
|
|
$1.67M
|
–
|
–
|
–
|
|
|
8
|
AllianceBernstein
Nashville,
Tennessee
|
$1.65M
|
-$999K
|
-38,000
|
-37%
|
|
|
9
|
ClearBridge Investments
New York
|
$1.65M
|
–
|
–
|
–
|
|
|
10
|
Orinda Asset Management
Lafayette,
California
|
$1.37M
|
+$447K
|
+17,000
|
+47%
|
|
|
11
|
Lakewood Capital Management
New York
|
$1.21M
|
–
|
–
|
–
|
|
|
12
|
RMR Advisors
Newton,
Massachusetts
|
$1.16M
|
–
|
–
|
–
|
|
|
13
|
Cue Advisory Services
Phoenix,
Arizona
|
$1.09M
|
-$15.8K
|
-600
|
-1%
|
|
|
14
|
KCM Investment Advisors
Greenbrae,
California
|
$931K
|
-$144K
|
-5,495
|
-13%
|
|
|
15
|
Bank of New York Mellon
New York
|
$645K
|
–
|
–
|
–
|
|
|
16
|
Asset Management One
Tokyo,
Japan
|
$642K
|
–
|
–
|
–
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$632K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$252K
|
+$893
|
+34
|
+0.3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$216K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$211K
|
+$157K
|
+5,980
|
+271%
|
|
|
21
|
Curi RMB Capital
Chicago,
Illinois
|
$211K
|
+$216K
|
+8,202
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$163K
|
-$78.4K
|
-2,982
|
-32%
|
|
|
23
|
|
$101K
|
+$12.3K
|
+469
|
+13%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$78K
|
+$79.5K
|
+3,027
|
New
|
|
|
25
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$36K
|
–
|
–
|
–
|
|
