|
1
|
Carlyle Group
Washington,
District of Columbia
|
$30.4M
|
–
|
–
|
–
|
|
|
2
|
Riverstone Holdings
New York
|
$30.4M
|
–
|
–
|
–
|
|
|
3
|
ArchPoint Investors
Coral Gables,
Florida
|
$2.19M
|
+$40.1K
|
+11,500
|
+2%
|
|
|
4
|
RR Advisors
Dallas,
Texas
|
$990K
|
+$76.6K
|
+22,000
|
+9%
|
|
|
5
|
Lucas Capital Management
Red Bank,
New Jersey
|
$513K
|
–
|
–
|
–
|
|
|
6
|
Freestone Capital Holdings
Seattle,
Washington
|
$506K
|
+$498K
|
+143,055
|
New
|
|
|
7
|
|
$479K
|
-$114K
|
-32,597
|
-19%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$360K
|
+$1.74K
|
+500
|
+0.5%
|
|
|
9
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$356K
|
-$285K
|
-81,801
|
-45%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$311K
|
+$127K
|
+36,529
|
+72%
|
|
|
11
|
|
$195K
|
+$30.8K
|
+8,850
|
+19%
|
|
|
12
|
|
$169K
|
-$75.2K
|
-21,599
|
-31%
|
|
|
13
|
Holt Capital Partners
Fort Worth,
Texas
|
$157K
|
-$14.6K
|
-4,200
|
-9%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$113K
|
+$14.7K
|
+4,229
|
+15%
|
|
|
15
|
Sterling Capital Management
Charlotte,
North Carolina
|
$100K
|
–
|
–
|
–
|
|
|
16
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$71K
|
–
|
–
|
–
|
|
|
17
|
Regions Financial Corp
Birmingham,
Alabama
|
$69K
|
-$6.96K
|
-2,000
|
-9%
|
|
|
18
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$64K
|
–
|
–
|
–
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$61K
|
+$60.3K
|
+17,300
|
New
|
|
|
20
|
Cohen Capital Management
Corte Madera,
California
|
$44K
|
–
|
–
|
–
|
|
|
21
|
Barclays
London,
United Kingdom
|
$16K
|
+$3.9K
|
+1,119
|
+32%
|
|
|
22
|
Acrospire Investment Management
Chicago,
Illinois
|
$11K
|
-$3.91K
|
-1,123
|
-27%
|
|
|
23
|
Spot Trading
Chicago,
Illinois
|
$6K
|
-$13.5K
|
-3,886
|
-70%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$4K
|
-$1.74K
|
-500
|
-33%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$4K
|
–
|
–
|
–
|
|
