|
26
|
Summit Global Investments
Bountiful,
Utah
|
$688K
|
+$20K
|
+1,300
|
+3%
|
|
|
27
|
Summit Trail Advisors
New York
|
$673K
|
–
|
–
|
–
|
|
|
28
|
Optimum Investment Advisors
Chicago,
Illinois
|
$671K
|
+$38K
|
+2,472
|
+6%
|
|
|
29
|
WESPAC Advisors
Orinda,
California
|
$655K
|
-$396K
|
-25,786
|
-37%
|
|
|
30
|
|
$646K
|
-$71.1K
|
-4,624
|
-10%
|
|
|
31
|
Oppenheimer & Co
New York
|
$633K
|
+$12.3K
|
+800
|
+2%
|
|
|
32
|
Regions Financial Corp
Birmingham,
Alabama
|
$604K
|
-$14.2K
|
-925
|
-2%
|
|
|
33
|
California Public Employees Retirement System
Sacramento,
California
|
$593K
|
+$75.3K
|
+4,900
|
+14%
|
|
|
34
|
SEI Investments
Oaks,
Pennsylvania
|
$511K
|
+$530K
|
+34,466
|
New
|
|
|
35
|
ExodusPoint Capital Management
New York
|
$428K
|
+$145K
|
+9,427
|
+49%
|
|
|
36
|
Raymond James Trust
St. Petersburg,
Florida
|
$366K
|
-$5.78K
|
-376
|
-2%
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$361K
|
+$185K
|
+12,039
|
+98%
|
|
|
38
|
Eagle Global Advisors
Houston,
Texas
|
$341K
|
–
|
–
|
–
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$326K
|
–
|
–
|
–
|
|
|
40
|
Bank of America
Charlotte,
North Carolina
|
$291K
|
-$81.8K
|
-5,324
|
-21%
|
|
|
41
|
|
$284K
|
+$73.3K
|
+4,768
|
+33%
|
|
|
42
|
Kingfisher Capital
Charlotte,
North Carolina
|
$246K
|
+$255K
|
+16,598
|
New
|
|
|
43
|
Wambolt & Associates
Littleton,
Colorado
|
$244K
|
-$10.5K
|
-680
|
-4%
|
|
|
44
|
Prospera Financial Services
Dallas,
Texas
|
$243K
|
+$3.46K
|
+225
|
+1%
|
|
|
45
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$235K
|
-$37K
|
-2,406
|
-13%
|
|
|
46
|
Wolverine Asset Management
Chicago,
Illinois
|
$232K
|
+$241K
|
+15,658
|
New
|
|
|
47
|
Bison Wealth
Atlanta,
Georgia
|
$225K
|
–
|
–
|
–
|
|
|
48
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$220K
|
+$33.1K
|
+2,155
|
+17%
|
|
|
49
|
D.A. Davidson & Co
Great Falls,
Montana
|
$203K
|
+$55.3K
|
+3,600
|
+36%
|
|
|
50
|
Calton & Associates
Tampa,
Florida
|
$198K
|
+$206K
|
+13,380
|
New
|
|
