|
1
|
Wells Fargo
San Francisco,
California
|
$19.9M
|
-$2.07M
|
-239,504
|
-9%
|
|
|
2
|
BCWM LLC
Overland Park,
Kansas
|
$8.24M
|
+$3.78M
|
+436,880
|
+83%
|
|
|
3
|
Credit Suisse
Zurich,
Switzerland
|
$5.97M
|
+$1.4M
|
+161,957
|
+30%
|
|
|
4
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$5.81M
|
–
|
–
|
–
|
|
|
5
|
|
$5.61M
|
+$497K
|
+57,462
|
+10%
|
|
|
6
|
Advisors Asset Management
Monument,
Colorado
|
$5.4M
|
+$521K
|
+60,272
|
+11%
|
|
|
7
|
WESCAP Management Group
Glendale,
California
|
$2.53M
|
+$2.55M
|
+295,360
|
New
|
|
|
8
|
Matisse Capital
Portland,
Oregon
|
$2.26M
|
+$2.29M
|
+264,187
|
New
|
|
|
9
|
|
$2.2M
|
+$24.5K
|
+2,836
|
+1%
|
|
|
10
|
1607 Capital Partners
Richmond,
Virginia
|
$2.15M
|
+$12.4K
|
+1,437
|
+0.6%
|
|
|
11
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.65M
|
+$72.5K
|
+8,378
|
+5%
|
|
|
12
|
New Century Advisors
Chevy Chase,
Maryland
|
$1.62M
|
–
|
–
|
–
|
|
|
13
|
Landscape Capital Management
Englewood,
New Jersey
|
$1.16M
|
+$148K
|
+17,127
|
+14%
|
|
|
14
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.09M
|
+$109K
|
+12,570
|
+11%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$710K
|
+$14.8K
|
+1,709
|
+2%
|
|
|
16
|
Guggenheim Capital
Chicago,
Illinois
|
$538K
|
+$57.6K
|
+6,655
|
+12%
|
|
|
17
|
Knightsbridge Asset Management
Newport Beach,
California
|
$527K
|
-$11.2K
|
-1,300
|
-2%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$452K
|
+$2.54K
|
+294
|
+0.6%
|
|
|
19
|
Geode Capital Management
Boston,
Massachusetts
|
$304K
|
–
|
–
|
–
|
|
|
20
|
Round Table Services
Westfield,
New Jersey
|
$303K
|
–
|
–
|
–
|
|
|
21
|
Independence Trust
Franklin,
Tennessee
|
$291K
|
+$293K
|
+33,929
|
New
|
|
|
22
|
|
$287K
|
-$59.1K
|
-6,838
|
-17%
|
|
|
23
|
Starfire Investment Advisers
Southfield,
Michigan
|
$285K
|
-$9.62K
|
-1,112
|
-3%
|
|
|
24
|
NWAM LLC
Mercer Island,
Washington
|
$273K
|
+$275K
|
+31,845
|
New
|
|
|
25
|
Global Endowment Management
Charlotte,
North Carolina
|
$257K
|
–
|
–
|
–
|
|
