|
1
|
Lucas Capital Management
Red Bank,
New Jersey
|
$2.21M
|
+$549K
|
+33,333
|
+38%
|
|
|
2
|
CrestPoint Capital Management
Four Seasons,
Missouri
|
$2M
|
–
|
–
|
–
|
|
|
3
|
Royce & Associates
New York
|
$1.23M
|
–
|
–
|
–
|
|
|
4
|
Mraz Amerine & Associates
Modesto,
California
|
$814K
|
–
|
–
|
–
|
|
|
5
|
California Public Employees Retirement System
Sacramento,
California
|
$720K
|
+$307K
|
+18,600
|
+88%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$701K
|
-$32.9K
|
-1,999
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$477K
|
-$29.5K
|
-1,792
|
-6%
|
|
|
8
|
Stephens Inc
Little Rock,
Arkansas
|
$345K
|
+$102K
|
+6,210
|
+48%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$285K
|
–
|
–
|
–
|
|
|
10
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$282K
|
-$16.5K
|
-1,000
|
-6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$278K
|
+$37.9K
|
+2,301
|
+18%
|
|
|
12
|
Two Sigma Advisers
New York
|
$268K
|
-$44.5K
|
-2,700
|
-15%
|
|
|
13
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$263K
|
–
|
–
|
–
|
|
|
14
|
Crosspoint Capital Strategies
Orinda,
California
|
$116K
|
–
|
–
|
–
|
|
|
15
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$114K
|
+$104K
|
+6,300
|
New
|
|
|
16
|
|
$98K
|
-$90.5K
|
-5,491
|
-50%
|
|
|
17
|
|
$62K
|
+$44.5K
|
+2,700
|
+386%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$43K
|
+$39.1K
|
+2,374
|
New
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$36K
|
–
|
–
|
–
|
|
|
20
|
BlackRock Investment Management
Wilmington,
Delaware
|
$34K
|
+$31.3K
|
+1,900
|
New
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$27K
|
+$24.9K
|
+1,509
|
New
|
|
|
22
|
|
$22K
|
+$19.8K
|
+1,200
|
New
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$20K
|
+$181
|
+11
|
+1%
|
|
|
24
|
|
$18K
|
–
|
–
|
–
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$18K
|
–
|
–
|
–
|
|
