|
1
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$736M
|
-$56.6M
|
-3,097,233
|
-7%
|
|
|
2
|
Adams Asset Advisors
Dallas,
Texas
|
$5.85M
|
-$75.5K
|
-4,127
|
-1%
|
|
|
3
|
Novare Capital Management
Charlotte,
North Carolina
|
$5.05M
|
-$109K
|
-5,950
|
-2%
|
|
|
4
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$3.72M
|
-$7.68K
|
-420
|
-0.2%
|
|
|
5
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.89M
|
+$518K
|
+28,343
|
+22%
|
|
|
6
|
Cohen Capital Management
Corte Madera,
California
|
$2.81M
|
–
|
–
|
–
|
|
|
7
|
Grassi Investment Management
Santa Clara,
California
|
$2.22M
|
-$993K
|
-54,300
|
-31%
|
|
|
8
|
Old West Investment Management
Los Angeles,
California
|
$1.64M
|
+$1.64M
|
+89,855
|
New
|
|
|
9
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.25M
|
-$172K
|
-9,400
|
-12%
|
|
|
10
|
Essex Financial Services
Essex,
Connecticut
|
$825K
|
-$168K
|
-9,177
|
-17%
|
|
|
11
|
Summit Equities
Parsippany,
New Jersey
|
$814K
|
-$12.1K
|
-663
|
-1%
|
|
|
12
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$763K
|
+$580K
|
+31,693
|
+317%
|
|
|
13
|
Private Capital Management (Minnesota)
Eagan,
Minnesota
|
$680K
|
+$45.7K
|
+2,500
|
+7%
|
|
|
14
|
Bush ODonnell Investment Advisors
St Louis,
Missouri
|
$547K
|
-$36.7K
|
-2,005
|
-6%
|
|
|
15
|
Camelot Portfolios
Maumee,
Ohio
|
$419K
|
+$8.74K
|
+478
|
+2%
|
|
|
16
|
American Research & Management Company
Marion,
Massachusetts
|
$398K
|
+$189K
|
+10,312
|
+90%
|
|
|
17
|
Cullinan Associates
Louisville,
Kentucky
|
$308K
|
–
|
–
|
–
|
|
|
18
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$243K
|
+$243K
|
+13,301
|
New
|
|
|
19
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$125K
|
–
|
–
|
–
|
|
|
20
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$124K
|
–
|
–
|
–
|
|
|
21
|
Sonora Investment Management
Tucson,
Arizona
|
$94.3K
|
-$24.7K
|
-1,350
|
-21%
|
|
|
22
|
Arax Advisory Partners
Denver,
Colorado
|
$40K
|
+$1.13K
|
+63
|
+3%
|
|
|
23
|
Monetary Management Group
St Louis,
Missouri
|
$37K
|
–
|
–
|
–
|
|
|
24
|
Focused Wealth Management
Newburgh,
New York
|
$34K
|
+$386
|
+21
|
+1%
|
|
|
25
|
America First Investment Advisors
Omaha,
Nebraska
|
$12K
|
–
|
–
|
–
|
|