|
1
|
Orinda Asset Management
Lafayette,
California
|
$5.39M
|
-$222K
|
-8,788
|
-4%
|
|
|
2
|
KCM Investment Advisors
Greenbrae,
California
|
$2.08M
|
+$111K
|
+4,416
|
+6%
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
$102K
|
+$25.2K
|
+1,000
|
+33%
|
|
|
4
|
Sonora Investment Management
Tucson,
Arizona
|
$14K
|
–
|
–
|
–
|
|
|
5
|
|
–
|
-$14.1M
|
-560,056
|
Closed
|
|
|
6
|
Forward Management
San Francisco,
California
|
–
|
-$11.3M
|
-449,794
|
Closed
|
|
|
7
|
LDR Capital Management
New York
|
–
|
-$5.04M
|
-200,106
|
Closed
|
|
|
8
|
Sterneck Capital Management
Kansas City,
Missouri
|
–
|
-$1.83M
|
-72,831
|
Closed
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
–
|
-$1.55M
|
-61,541
|
Closed
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
-$1.53M
|
-61,105
|
Closed
|
|
|
11
|
Bard Associates
Chicago,
Illinois
|
–
|
-$1.32M
|
-52,555
|
Closed
|
|
|
12
|
Cue Advisory Services
Phoenix,
Arizona
|
–
|
-$1.08M
|
-43,053
|
Closed
|
|
|
13
|
Geode Capital Management
Boston,
Massachusetts
|
–
|
-$684K
|
-27,168
|
Closed
|
|
|
14
|
RMR Advisors
Newton,
Massachusetts
|
–
|
-$625K
|
-24,800
|
Closed
|
|
|
15
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$443K
|
-17,575
|
Closed
|
|
|
16
|
American Portfolios Advisors
Holbrook,
New York
|
–
|
-$80.6K
|
-3,200
|
Closed
|
|
|
17
|
|
–
|
-$77K
|
-3,051
|
Closed
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$50K
|
-2,000
|
Closed
|
|
|
19
|
Westwood Holdings Group
Dallas,
Texas
|
–
|
-$30K
|
-1,200
|
Closed
|
|
|
20
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$28K
|
-1,110
|
Closed
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$25K
|
-1,000
|
Closed
|
|
|
22
|
Kavar Capital Partners Group
Leawood,
Kansas
|
–
|
-$24K
|
-960
|
Closed
|
|
|
23
|
RWA Wealth Partners
Newton,
Massachusetts
|
–
|
-$13K
|
-500
|
Closed
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
–
|
-$10K
|
-400
|
Closed
|
|
|
25
|
Royal Fund Management
Lady Lake,
Florida
|
–
|
-$8K
|
-320
|
Closed
|
|
