|
1
|
CrestPoint Capital Management
Four Seasons,
Missouri
|
$1.61M
|
–
|
–
|
–
|
|
|
2
|
Mraz Amerine & Associates
Modesto,
California
|
$1.24M
|
+$138K
|
+9,275
|
+12%
|
|
|
3
|
Royce & Associates
New York
|
$988K
|
–
|
–
|
–
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$731K
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$615K
|
+$172K
|
+11,568
|
+38%
|
|
|
6
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$566K
|
+$288K
|
+19,388
|
+100%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$509K
|
-$2.97K
|
-200
|
-0.6%
|
|
|
8
|
Renaissance Technologies
New York
|
$448K
|
+$190K
|
+12,782
|
+71%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$399K
|
+$9.03K
|
+608
|
+2%
|
|
|
10
|
|
$313K
|
+$256K
|
+17,234
|
+408%
|
|
|
11
|
California Public Employees Retirement System
Sacramento,
California
|
$305K
|
–
|
–
|
–
|
|
|
12
|
Segment Wealth Management
Houston,
Texas
|
$212K
|
+$215K
|
+14,500
|
New
|
|
|
13
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$189K
|
-$5.76K
|
-388
|
-3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$184K
|
-$17.8K
|
-1,199
|
-9%
|
|
|
15
|
Crosspoint Capital Strategies
Orinda,
California
|
$93K
|
–
|
–
|
–
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$15K
|
-$7.42K
|
-500
|
-33%
|
|
|
17
|
Edge Advisors
Atlanta,
Georgia
|
$14K
|
–
|
–
|
–
|
|
|
18
|
|
$14K
|
–
|
–
|
–
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$12K
|
-$34.1K
|
-2,300
|
-74%
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4K
|
+$4.01K
|
+270
|
New
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Capital Bank & Trust
Irvine,
California
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
$1K
|
+$594
|
+40
|
+67%
|
|
|
25
|
Lucas Capital Management
Red Bank,
New Jersey
|
–
|
-$2.15M
|
-140,482
|
Closed
|
|
