|
1
|
Adams Asset Advisors
Dallas,
Texas
|
$5.05M
|
-$682K
|
-38,036
|
-12%
|
|
|
2
|
Novare Capital Management
Charlotte,
North Carolina
|
$4.88M
|
-$66.5K
|
-3,713
|
-1%
|
|
|
3
|
Grassi Investment Management
Santa Clara,
California
|
$3.34M
|
+$1.17M
|
+65,027
|
+54%
|
|
|
4
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.85M
|
+$19.4K
|
+1,081
|
+0.7%
|
|
|
5
|
Cohen Capital Management
Corte Madera,
California
|
$2.76M
|
–
|
–
|
–
|
|
|
6
|
Old West Investment Management
Los Angeles,
California
|
$1.61M
|
–
|
–
|
–
|
|
|
7
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.12M
|
-$107K
|
-6,000
|
-9%
|
|
|
8
|
Summit Equities
Parsippany,
New Jersey
|
$617K
|
-$180K
|
-10,072
|
-23%
|
|
|
9
|
American Research & Management Company
Marion,
Massachusetts
|
$582K
|
+$192K
|
+10,737
|
+49%
|
|
|
10
|
Essex Financial Services
Essex,
Connecticut
|
$574K
|
-$235K
|
-13,103
|
-29%
|
|
|
11
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$567K
|
-$180K
|
-10,029
|
-24%
|
|
|
12
|
Camelot Portfolios
Maumee,
Ohio
|
$439K
|
+$28.2K
|
+1,573
|
+7%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$411K
|
+$411K
|
+22,910
|
New
|
|
|
14
|
Bush ODonnell Investment Advisors
St Louis,
Missouri
|
$294K
|
-$241K
|
-13,455
|
-45%
|
|
|
15
|
Welch Group
Birmingham,
Alabama
|
$265K
|
+$265K
|
+14,780
|
New
|
|
|
16
|
RiverGlades Family Offices
Naples,
Florida
|
$264K
|
+$264K
|
+14,727
|
New
|
|
|
17
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$238K
|
–
|
–
|
–
|
|
|
18
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$158K
|
+$35.9K
|
+2,000
|
+29%
|
|
|
19
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$121K
|
–
|
–
|
–
|
|
|
20
|
Sonora Investment Management
Tucson,
Arizona
|
$92.4K
|
–
|
–
|
–
|
|
|
21
|
Arax Advisory Partners
Denver,
Colorado
|
$40K
|
+$249
|
+14
|
+0.6%
|
|
|
22
|
Monetary Management Group
St Louis,
Missouri
|
$36K
|
–
|
–
|
–
|
|
|
23
|
Focused Wealth Management
Newburgh,
New York
|
$22K
|
-$11.5K
|
-635
|
-34%
|
|
|
24
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
25
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
–
|
-$736M
|
-40,240,392
|
Closed
|
|