|
1
|
CrestPoint Capital Management
Four Seasons,
Missouri
|
$1.43M
|
–
|
–
|
–
|
|
|
2
|
Lucas Capital Management
Red Bank,
New Jersey
|
$1.05M
|
+$30.5K
|
+1,942
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$618K
|
-$427K
|
-27,158
|
-36%
|
|
|
4
|
Mraz Amerine & Associates
Modesto,
California
|
$595K
|
+$29.9K
|
+1,900
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$347K
|
+$170K
|
+10,836
|
+69%
|
|
|
6
|
Royce & Associates
New York
|
$334K
|
+$403K
|
+25,657
|
New
|
|
|
7
|
California Public Employees Retirement System
Sacramento,
California
|
$275K
|
–
|
–
|
–
|
|
|
8
|
Sterling Capital Management
Charlotte,
North Carolina
|
$250K
|
–
|
–
|
–
|
|
|
9
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$235K
|
-$30.1K
|
-1,915
|
-10%
|
|
|
10
|
Two Sigma Advisers
New York
|
$228K
|
-$23.6K
|
-1,500
|
-8%
|
|
|
11
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$220K
|
-$228K
|
-14,520
|
-46%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$163K
|
-$4.37K
|
-278
|
-2%
|
|
|
13
|
|
$84K
|
+$23.2K
|
+1,478
|
+30%
|
|
|
14
|
American International Group
New York
|
$31K
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26K
|
-$1.18K
|
-75
|
-4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
-$11.8K
|
-750
|
-43%
|
|
|
17
|
|
$13K
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$11K
|
+$283
|
+18
|
+2%
|
|
|
20
|
Crosspoint Capital Strategies
Orinda,
California
|
$10K
|
-$235K
|
-14,980
|
-96%
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$10K
|
-$47
|
-3
|
-0.4%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$7K
|
+$8K
|
+509
|
New
|
|
|
23
|
Gupta Wealth Management
San Diego,
California
|
$3K
|
–
|
–
|
–
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
-$157K
|
-10,000
|
-99%
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$1K
|
–
|
–
|
–
|
|
