|
1
|
Wells Fargo
San Francisco,
California
|
$19.8M
|
-$581K
|
-68,461
|
-3%
|
|
|
2
|
BCWM LLC
Overland Park,
Kansas
|
$7.75M
|
-$672K
|
-79,252
|
-8%
|
|
|
3
|
Credit Suisse
Zurich,
Switzerland
|
$6.12M
|
–
|
–
|
–
|
|
|
4
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$5.95M
|
–
|
–
|
–
|
|
|
5
|
Advisors Asset Management
Monument,
Colorado
|
$5.65M
|
+$119K
|
+14,007
|
+2%
|
|
|
6
|
|
$5.33M
|
-$404K
|
-47,622
|
-7%
|
|
|
7
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.7M
|
+$3.56M
|
+419,936
|
New
|
|
|
8
|
WESCAP Management Group
Glendale,
California
|
$2.24M
|
-$342K
|
-40,368
|
-14%
|
|
|
9
|
|
$2.23M
|
-$25.1K
|
-2,956
|
-1%
|
|
|
10
|
1607 Capital Partners
Richmond,
Virginia
|
$2.17M
|
-$29.7K
|
-3,500
|
-1%
|
|
|
11
|
Matisse Capital
Portland,
Oregon
|
$1.93M
|
-$373K
|
-43,963
|
-17%
|
|
|
12
|
New Century Advisors
Chevy Chase,
Maryland
|
$1.66M
|
–
|
–
|
–
|
|
|
13
|
Landscape Capital Management
Englewood,
New Jersey
|
$1.56M
|
+$363K
|
+42,857
|
+32%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.38M
|
-$306K
|
-36,123
|
-19%
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.1M
|
-$14.7K
|
-1,729
|
-1%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$609K
|
-$114K
|
-13,444
|
-16%
|
|
|
17
|
Guggenheim Capital
Chicago,
Illinois
|
$551K
|
–
|
–
|
–
|
|
|
18
|
Knightsbridge Asset Management
Newport Beach,
California
|
$478K
|
-$60.2K
|
-7,100
|
-12%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$459K
|
+$221K
|
+26,059
|
+99%
|
|
|
20
|
Saba Capital Management
New York
|
$440K
|
+$425K
|
+50,135
|
New
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$413K
|
-$48.5K
|
-5,718
|
-11%
|
|
|
22
|
Round Table Services
Westfield,
New Jersey
|
$310K
|
–
|
–
|
–
|
|
|
23
|
Curi RMB Capital
Chicago,
Illinois
|
$309K
|
+$299K
|
+35,238
|
New
|
|
|
24
|
|
$296K
|
+$2.19K
|
+258
|
+0.8%
|
|
|
25
|
Starfire Investment Advisers
Southfield,
Michigan
|
$292K
|
–
|
–
|
–
|
|
