|
1
|
Highland Capital Management (Texas)
Dallas,
Texas
|
$26M
|
+$26.1M
|
+1,500,000
|
New
|
|
|
2
|
Forward Management
San Francisco,
California
|
$15M
|
-$28M
|
-1,607,395
|
-65%
|
|
|
3
|
|
$4.72M
|
–
|
–
|
–
|
|
|
4
|
LDR Capital Management
New York
|
$3.83M
|
+$1.54M
|
+88,544
|
+66%
|
|
|
5
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$2.39M
|
+$82.9K
|
+4,757
|
+4%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$2.05M
|
+$69.6K
|
+3,990
|
+3%
|
|
|
7
|
Old West Investment Management
Los Angeles,
California
|
$955K
|
–
|
–
|
–
|
|
|
8
|
Crow Point Partners
Boston,
Massachusetts
|
$598K
|
–
|
–
|
–
|
|
|
9
|
Advisornet Financial
Minnetonka,
Minnesota
|
$575K
|
-$120K
|
-6,900
|
-17%
|
|
|
10
|
RMR Advisors
Newton,
Massachusetts
|
$429K
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$420K
|
+$89.3K
|
+5,120
|
+26%
|
|
|
12
|
&Partners
Nashville,
Tennessee
|
$292K
|
+$296K
|
+17,000
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$284K
|
+$30.5K
|
+1,750
|
+12%
|
|
|
14
|
Westwood Holdings Group
Dallas,
Texas
|
$63K
|
+$64.5K
|
+3,700
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$10K
|
-$24.4K
|
-1,400
|
-70%
|
|
|
17
|
|
$7K
|
-$12.2K
|
-700
|
-64%
|
|
|
18
|
Nuveen
Charlotte,
North Carolina
|
$7K
|
–
|
–
|
–
|
|
|
19
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
–
|
-$18K
|
-1,000
|
Closed
|
|
