|
26
|
Summit Trail Advisors
New York
|
$724K
|
–
|
–
|
–
|
|
|
27
|
Summit Global Investments
Bountiful,
Utah
|
$719K
|
+$15.9K
|
+1,000
|
+2%
|
|
|
28
|
Optimum Investment Advisors
Chicago,
Illinois
|
$682K
|
+$116K
|
+7,279
|
+21%
|
|
|
29
|
Oppenheimer & Co
New York
|
$668K
|
+$14.7K
|
+928
|
+2%
|
|
|
30
|
Regions Financial Corp
Birmingham,
Alabama
|
$664K
|
–
|
–
|
–
|
|
|
31
|
Wedge Capital Management
Charlotte,
North Carolina
|
$642K
|
+$639K
|
+40,273
|
New
|
|
|
32
|
California Public Employees Retirement System
Sacramento,
California
|
$560K
|
+$50.8K
|
+3,200
|
+10%
|
|
|
33
|
Raymond James Trust
St. Petersburg,
Florida
|
$399K
|
+$22.3K
|
+1,404
|
+6%
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$397K
|
–
|
–
|
–
|
|
|
35
|
Eagle Global Advisors
Houston,
Texas
|
$367K
|
–
|
–
|
–
|
|
|
36
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$351K
|
–
|
–
|
–
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$348K
|
+$127K
|
+7,985
|
+57%
|
|
|
38
|
|
$329K
|
–
|
–
|
–
|
|
|
39
|
ExodusPoint Capital Management
New York
|
$309K
|
+$308K
|
+19,400
|
New
|
|
|
40
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$291K
|
-$4K
|
-252
|
-1%
|
|
|
41
|
|
$291K
|
+$28.4K
|
+1,790
|
+11%
|
|
|
42
|
Wambolt & Associates
Littleton,
Colorado
|
$273K
|
–
|
–
|
–
|
|
|
43
|
Prospera Financial Services
Dallas,
Texas
|
$260K
|
+$3.3K
|
+208
|
+1%
|
|
|
44
|
Bison Wealth
Atlanta,
Georgia
|
$242K
|
–
|
–
|
–
|
|
|
45
|
First Allied Advisory Services
San Diego,
California
|
$230K
|
–
|
–
|
–
|
|
|
46
|
|
$230K
|
+$229K
|
+14,410
|
New
|
|
|
47
|
|
$214K
|
-$121K
|
-7,615
|
-36%
|
|
|
48
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$208K
|
–
|
–
|
–
|
|
|
49
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$203K
|
+$202K
|
+12,713
|
New
|
|
|
50
|
Wells Fargo
San Francisco,
California
|
$196K
|
-$3.27K
|
-206
|
-2%
|
|
