|
1
|
Forward Management
San Francisco,
California
|
$24.1M
|
–
|
–
|
–
|
|
|
2
|
|
$12.7M
|
-$731K
|
-21,000
|
-6%
|
|
|
3
|
Equitec Specialists
Chicago,
Illinois
|
$9.6M
|
+$8.96M
|
+257,268
|
New
|
|
|
4
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$3.86M
|
–
|
–
|
–
|
|
|
5
|
Oaktree Capital Management
Los Angeles,
California
|
$2.06M
|
-$2.86M
|
-82,227
|
-60%
|
|
|
6
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.63M
|
–
|
–
|
–
|
|
|
7
|
APG Asset Management US
New York
|
$1.5M
|
–
|
–
|
–
|
|
|
8
|
Schnieders Capital Management
Pasadena,
California
|
$1.43M
|
+$5.22K
|
+150
|
+0.4%
|
|
|
9
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$1.36M
|
+$686K
|
+19,700
|
+118%
|
|
|
10
|
Orinda Asset Management
Lafayette,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
11
|
OTA Financial Group
Purchase,
New York
|
$1.08M
|
+$1.01M
|
+28,880
|
New
|
|
|
12
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$1.08M
|
+$1M
|
+28,821
|
New
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$621K
|
-$209K
|
-6,000
|
-27%
|
|
|
14
|
RMR Advisors
Newton,
Massachusetts
|
$614K
|
–
|
–
|
–
|
|
|
15
|
Scholtz & Company
Stamford,
Connecticut
|
$447K
|
+$416K
|
+11,940
|
New
|
|
|
16
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$287K
|
+$19.4K
|
+556
|
+8%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$220K
|
-$130K
|
-3,720
|
-39%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$129K
|
+$45.3K
|
+1,300
|
+60%
|
|
|
19
|
|
$118K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$99K
|
+$55.7K
|
+1,599
|
+154%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$75K
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$37K
|
-$356K
|
-10,225
|
-91%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$37K
|
–
|
–
|
–
|
|
|
24
|
Nuveen
Charlotte,
North Carolina
|
$12K
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$10K
|
+$2.65K
|
+76
|
+38%
|
|
