|
1
|
Forward Management
San Francisco,
California
|
$23.1M
|
–
|
–
|
–
|
|
|
2
|
Camden Asset Management
Los Angeles,
California
|
$15.3M
|
-$1.79M
|
-50,000
|
-10%
|
|
|
3
|
|
$12.3M
|
+$824K
|
+23,000
|
+7%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.53M
|
+$1.79M
|
+50,000
|
+37%
|
|
|
5
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$3.58M
|
-$122K
|
-3,415
|
-3%
|
|
|
6
|
Schnieders Capital Management
Pasadena,
California
|
$2M
|
+$113K
|
+3,150
|
+6%
|
|
|
7
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.64M
|
+$537K
|
+15,000
|
+50%
|
|
|
8
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$1.59M
|
-$77.4K
|
-2,160
|
-5%
|
|
|
9
|
Equitec Specialists
Chicago,
Illinois
|
$821K
|
-$1.96M
|
-54,599
|
-71%
|
|
|
10
|
Infrastructure Capital Advisors
New York
|
$644K
|
–
|
–
|
–
|
|
|
11
|
RMR Advisors
Newton,
Massachusetts
|
$588K
|
–
|
–
|
–
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$581K
|
-$7.16K
|
-200
|
-1%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$468K
|
-$7.06K
|
-197
|
-2%
|
|
|
14
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$345K
|
-$9.5K
|
-266
|
-3%
|
|
|
15
|
|
$117K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$93K
|
–
|
–
|
–
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$73K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$38K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$36K
|
–
|
–
|
–
|
|
|
20
|
|
$11K
|
+$10.7K
|
+300
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
–
|
–
|
–
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
23
|
CSS LLC
Chicago,
Illinois
|
$7K
|
+$7.16K
|
+200
|
New
|
|
|
24
|
Nuveen
Charlotte,
North Carolina
|
$6K
|
–
|
–
|
–
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$35K
|
-1,000
|
Closed
|
|
