|
1
|
CrestPoint Capital Management
Four Seasons,
Missouri
|
$1.68M
|
–
|
–
|
–
|
|
|
2
|
Lucas Capital Management
Red Bank,
New Jersey
|
$1.35M
|
+$104K
|
+7,420
|
+9%
|
|
|
3
|
Royce & Associates
New York
|
$1.02M
|
+$591K
|
+41,974
|
+164%
|
|
|
4
|
Mraz Amerine & Associates
Modesto,
California
|
$684K
|
-$11.3K
|
-800
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$619K
|
-$95.9K
|
-6,809
|
-14%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$428K
|
+$21.1K
|
+1,498
|
+6%
|
|
|
7
|
California Public Employees Retirement System
Sacramento,
California
|
$320K
|
–
|
–
|
–
|
|
|
8
|
Sterling Capital Management
Charlotte,
North Carolina
|
$265K
|
-$25.9K
|
-1,839
|
-10%
|
|
|
9
|
Two Sigma Advisers
New York
|
$265K
|
–
|
–
|
–
|
|
|
10
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$253K
|
-$4.22K
|
-300
|
-2%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$238K
|
+$221K
|
+15,700
|
New
|
|
|
12
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$221K
|
-$49.6K
|
-3,520
|
-20%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$199K
|
+$7.13K
|
+506
|
+4%
|
|
|
14
|
Stephens Inc
Little Rock,
Arkansas
|
$195K
|
+$181K
|
+12,832
|
New
|
|
|
15
|
|
$166K
|
+$62.5K
|
+4,441
|
+69%
|
|
|
16
|
Crosspoint Capital Strategies
Orinda,
California
|
$98K
|
+$81.7K
|
+5,800
|
+967%
|
|
|
17
|
Arrow Financial
Glens Falls,
New York
|
$46K
|
+$42.2K
|
+3,000
|
New
|
|
|
18
|
American International Group
New York
|
$36K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30K
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$16K
|
+$2.97K
|
+211
|
+24%
|
|
|
21
|
|
$15K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$12K
|
–
|
–
|
–
|
|
|
25
|
|
$11K
|
+$9.86K
|
+700
|
New
|
|
