|
1
|
Forward Management
San Francisco,
California
|
$23.5M
|
–
|
–
|
–
|
|
|
2
|
Camden Asset Management
Los Angeles,
California
|
$17.7M
|
+$1.81M
|
+50,104
|
+12%
|
|
|
3
|
|
$12.2M
|
-$289K
|
-8,000
|
-2%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.34M
|
-$470K
|
-13,000
|
-7%
|
|
|
5
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$3.59M
|
-$47K
|
-1,300
|
-1%
|
|
|
6
|
Snow Park Capital Partners
New York
|
$2.27M
|
–
|
–
|
–
|
|
|
7
|
Crawford Investment Counsel
Atlanta,
Georgia
|
$2.27M
|
+$646K
|
+17,860
|
+41%
|
|
|
8
|
Schnieders Capital Management
Pasadena,
California
|
$2.05M
|
+$23.9K
|
+660
|
+1%
|
|
|
9
|
LDR Capital Management
New York
|
$1.97M
|
+$1.95M
|
+53,853
|
New
|
|
|
10
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.66M
|
–
|
–
|
–
|
|
|
11
|
|
$879K
|
+$876K
|
+24,200
|
+8,067%
|
|
|
12
|
Infrastructure Capital Advisors
New York
|
$652K
|
–
|
–
|
–
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$641K
|
+$50.7K
|
+1,400
|
+9%
|
|
|
14
|
KCS Wealth Advisory
Los Angeles,
California
|
$617K
|
+$606K
|
+16,744
|
New
|
|
|
15
|
RMR Advisors
Newton,
Massachusetts
|
$599K
|
–
|
–
|
–
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$452K
|
-$21.6K
|
-597
|
-5%
|
|
|
17
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$344K
|
-$4.85K
|
-134
|
-1%
|
|
|
18
|
Equitec Specialists
Chicago,
Illinois
|
$329K
|
-$493K
|
-13,634
|
-60%
|
|
|
19
|
|
$210K
|
+$90.2K
|
+2,492
|
+76%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$83K
|
-$10.9K
|
-300
|
-12%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$74K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$69K
|
+$29.9K
|
+825
|
+80%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$37K
|
–
|
–
|
–
|
|
|
24
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$11K
|
+$11.2K
|
+310
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
–
|
–
|
–
|
|
