|
1
|
CrestPoint Capital Management
Four Seasons,
Missouri
|
$2.11M
|
–
|
–
|
–
|
|
|
2
|
Lucas Capital Management
Red Bank,
New Jersey
|
$1.48M
|
+$257K
|
+12,900
|
+20%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.22M
|
-$32K
|
-1,608
|
-2%
|
|
|
4
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$882K
|
+$597
|
+30
|
+0.1%
|
|
|
5
|
Mraz Amerine & Associates
Modesto,
California
|
$765K
|
-$7.96K
|
-400
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$730K
|
-$213K
|
-10,728
|
-22%
|
|
|
7
|
Two Sigma Advisers
New York
|
$481K
|
-$79.6K
|
-4,000
|
-14%
|
|
|
8
|
California Public Employees Retirement System
Sacramento,
California
|
$407K
|
–
|
–
|
–
|
|
|
9
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$398K
|
–
|
–
|
–
|
|
|
10
|
Crosspoint Capital Strategies
Orinda,
California
|
$313K
|
-$6.68K
|
-336
|
-2%
|
|
|
11
|
Two Sigma Investments
New York
|
$264K
|
-$469K
|
-23,586
|
-63%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$228K
|
-$2.57K
|
-129
|
-1%
|
|
|
13
|
|
$188K
|
+$46K
|
+2,315
|
+31%
|
|
|
14
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$137K
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$77K
|
+$78.8K
|
+3,960
|
+5,280%
|
|
|
16
|
|
$57K
|
-$19.9K
|
-1,000
|
-25%
|
|
|
17
|
American International Group
New York
|
$42.5K
|
+$4.97K
|
+250
|
+13%
|
|
|
18
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$35K
|
+$35.8K
|
+1,800
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34K
|
–
|
–
|
–
|
|
|
20
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$29K
|
-$478K
|
-24,024
|
-94%
|
|
|
21
|
Searle & Co
Greenwich,
Connecticut
|
$28K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19K
|
-$7.64K
|
-384
|
-28%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$16K
|
-$31.4K
|
-1,580
|
-66%
|
|
|
24
|
Syntal Capital Partners
Midland,
Texas
|
$14K
|
+$14.9K
|
+750
|
New
|
|
|
25
|
|
$13K
|
-$3.12K
|
-157
|
-18%
|
|
