|
1
|
Ashford Capital Management
Wilmington,
Delaware
|
$4.48M
|
-$921K
|
-68,020
|
-17%
|
|
|
2
|
|
$3.24M
|
+$1.22M
|
+90,125
|
+60%
|
|
|
3
|
Mariner Investment Group
Harrison,
New York
|
$1.19M
|
+$1.2M
|
+88,362
|
New
|
|
|
4
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.17M
|
-$135K
|
-10,000
|
-10%
|
|
|
5
|
Horizon Kinetics
New York
|
$1.15M
|
-$167K
|
-12,300
|
-13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$635K
|
+$232K
|
+17,140
|
+57%
|
|
|
7
|
Nuveen
Charlotte,
North Carolina
|
$576K
|
–
|
–
|
–
|
|
|
8
|
Tradewinds Capital Management
Bellingham,
Washington
|
$488K
|
-$61K
|
-4,500
|
-11%
|
|
|
9
|
Wolverine Asset Management
Chicago,
Illinois
|
$413K
|
+$351K
|
+25,890
|
+548%
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$357K
|
+$358K
|
+26,452
|
New
|
|
|
11
|
|
$310K
|
–
|
–
|
–
|
|
|
12
|
|
$285K
|
–
|
–
|
–
|
|
|
13
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$273K
|
-$40.6K
|
-3,000
|
-13%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$212K
|
+$62.4K
|
+4,609
|
+42%
|
|
|
15
|
TFS Capital
West Chester,
Pennsylvania
|
$202K
|
+$18.8K
|
+1,387
|
+10%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$196K
|
+$196K
|
+14,500
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$81K
|
+$67.4K
|
+4,975
|
+498%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$18K
|
+$18.3K
|
+1,351
|
New
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$11K
|
+$6.77K
|
+500
|
+164%
|
|
|
20
|
Highlander Capital Management
Short Hills,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
21
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$1.16M
|
-86,770
|
Closed
|
|
