|
1
|
CrestPoint Capital Management
Four Seasons,
Missouri
|
$1.7M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.16M
|
+$129K
|
+8,600
|
+13%
|
|
|
3
|
Mraz Amerine & Associates
Modesto,
California
|
$678K
|
+$52.5K
|
+3,500
|
+9%
|
|
|
4
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$486K
|
-$216K
|
-14,418
|
-31%
|
|
|
5
|
California Public Employees Retirement System
Sacramento,
California
|
$327K
|
–
|
–
|
–
|
|
|
6
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$309K
|
-$11.6K
|
-775
|
-4%
|
|
|
7
|
Sterling Capital Management
Charlotte,
North Carolina
|
$298K
|
+$9K
|
+600
|
+3%
|
|
|
8
|
Two Sigma Advisers
New York
|
$294K
|
-$16.5K
|
-1,100
|
-5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$244K
|
-$8.11K
|
-541
|
-3%
|
|
|
10
|
Crosspoint Capital Strategies
Orinda,
California
|
$241K
|
-$243K
|
-16,220
|
-51%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$198K
|
+$6.81K
|
+454
|
+4%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$156K
|
+$150K
|
+10,000
|
+17,544%
|
|
|
13
|
Lucas Capital Management
Red Bank,
New Jersey
|
$129K
|
+$33.1K
|
+2,209
|
+3%
|
|
|
14
|
|
$77K
|
-$11.9K
|
-795
|
-14%
|
|
|
15
|
American International Group
New York
|
$37K
|
+$2.38K
|
+159
|
+7%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
–
|
–
|
–
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23K
|
+$22.5K
|
+1,500
|
New
|
|
|
19
|
|
$15K
|
–
|
–
|
–
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$13K
|
+$12.7K
|
+845
|
New
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$12K
|
+$2.13K
|
+142
|
+23%
|
|
|
23
|
Syntal Capital Partners
Midland,
Texas
|
$11K
|
–
|
–
|
–
|
|
|
24
|
Gupta Wealth Management
San Diego,
California
|
$3K
|
–
|
–
|
–
|
|
|
25
|
|
$2K
|
-$2.43K
|
-162
|
-50%
|
|
