|
1
|
Adams Asset Advisors
Dallas,
Texas
|
$4.57M
|
–
|
–
|
–
|
|
|
2
|
Novare Capital Management
Charlotte,
North Carolina
|
$4.35M
|
-$72.2K
|
-4,450
|
-2%
|
|
|
3
|
Capital Investment Advisors
Atlanta,
Georgia
|
$3.27M
|
+$685K
|
+42,219
|
+27%
|
|
|
4
|
Cohen Capital Management
Corte Madera,
California
|
$2.79M
|
+$18
|
+1
|
+0%
|
|
|
5
|
Old West Investment Management
Los Angeles,
California
|
$1.57M
|
+$112K
|
+6,928
|
+8%
|
|
|
6
|
Northeast Financial Consultants
Westport,
Connecticut
|
$984K
|
-$26.7K
|
-1,650
|
-3%
|
|
|
7
|
Grassi Investment Management
Santa Clara,
California
|
$919K
|
-$2.11M
|
-129,865
|
-70%
|
|
|
8
|
Summit Equities
Parsippany,
New Jersey
|
$731K
|
+$172K
|
+10,631
|
+31%
|
|
|
9
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$589K
|
+$589K
|
+36,294
|
New
|
|
|
10
|
American Research & Management Company
Marion,
Massachusetts
|
$565K
|
+$37.9K
|
+2,336
|
+7%
|
|
|
11
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$493K
|
-$20.5K
|
-1,264
|
-4%
|
|
|
12
|
Essex Financial Services
Essex,
Connecticut
|
$483K
|
-$35.9K
|
-2,218
|
-7%
|
|
|
13
|
Welch Group
Birmingham,
Alabama
|
$264K
|
+$24.3K
|
+1,500
|
+10%
|
|
|
14
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$216K
|
–
|
–
|
–
|
|
|
15
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$132K
|
-$10.5K
|
-648
|
-7%
|
|
|
16
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$110K
|
–
|
–
|
–
|
|
|
17
|
Sonora Investment Management
Tucson,
Arizona
|
$74.6K
|
-$8.99K
|
-554
|
-11%
|
|
|
18
|
Arax Advisory Partners
Denver,
Colorado
|
$36K
|
+$207
|
+13
|
+0.6%
|
|
|
19
|
Monetary Management Group
St Louis,
Missouri
|
$32K
|
–
|
–
|
–
|
|
|
20
|
Focused Wealth Management
Newburgh,
New York
|
$20K
|
+$195
|
+12
|
+1%
|
|
|
21
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
22
|
Camelot Portfolios
Maumee,
Ohio
|
–
|
-$439K
|
-24,484
|
Closed
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$411K
|
-22,910
|
Closed
|
|
|
24
|
Bush ODonnell Investment Advisors
St Louis,
Missouri
|
–
|
-$294K
|
-16,434
|
Closed
|
|
|
25
|
RiverGlades Family Offices
Naples,
Florida
|
–
|
-$264K
|
-14,727
|
Closed
|
|