|
1
|
Advisory Research
Chicago,
Illinois
|
$39.3M
|
+$605K
|
+53,150
|
+2%
|
|
|
2
|
Evergreen Capital Management
Bellevue,
Washington
|
$8.92M
|
-$490K
|
-43,120
|
-6%
|
|
|
3
|
OppenheimerFunds
New York
|
$8.8M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.23M
|
+$1.77M
|
+155,262
|
+58%
|
|
|
5
|
California Public Employees Retirement System
Sacramento,
California
|
$1.86M
|
–
|
–
|
–
|
|
|
6
|
|
$796K
|
-$415K
|
-36,508
|
-36%
|
|
|
7
|
Nuveen
Charlotte,
North Carolina
|
$756K
|
-$21.6K
|
-1,898
|
-3%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$657K
|
+$65.5K
|
+5,760
|
+12%
|
|
|
9
|
Renaissance Technologies
New York
|
$657K
|
+$174K
|
+15,300
|
+40%
|
|
|
10
|
EJF Capital
Arlington,
Virginia
|
$495K
|
-$171K
|
-15,000
|
-27%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$303K
|
-$11.4K
|
-1,000
|
-4%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$197K
|
+$56.8K
|
+4,995
|
+46%
|
|
|
13
|
Belmont Global Advisors
Dallas,
Texas
|
$186K
|
+$171K
|
+15,000
|
New
|
|
|
14
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$124K
|
–
|
–
|
–
|
|
|
15
|
Evercore Wealth Management
New York
|
$124K
|
–
|
–
|
–
|
|
|
16
|
Acrospire Investment Management
Chicago,
Illinois
|
$96K
|
+$9.05K
|
+796
|
+11%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$72K
|
+$29.6K
|
+2,600
|
+81%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$54K
|
-$434K
|
-38,192
|
-90%
|
|
|
19
|
Stanford Investment Group
Mountain View,
California
|
$24K
|
–
|
–
|
–
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
21
|
|
$15K
|
+$13.9K
|
+1,221
|
New
|
|
|
22
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$10K
|
–
|
–
|
–
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
$5K
|
-$2.33K
|
-205
|
-34%
|
|
|
25
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
–
|
-$352K
|
-36,533
|
Closed
|
|
