|
1
|
Advisory Research
Chicago,
Illinois
|
$30.6M
|
-$179K
|
-15,870
|
-0.5%
|
|
|
2
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$11M
|
+$12M
|
+1,065,168
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
+$807K
|
+71,612
|
+8%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$8.65M
|
-$62.2K
|
-5,525
|
-0.7%
|
|
|
5
|
OppenheimerFunds
New York
|
$7.82M
|
+$9.01K
|
+800
|
+0.1%
|
|
|
6
|
California Public Employees Retirement System
Sacramento,
California
|
$1.55M
|
–
|
–
|
–
|
|
|
7
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$686K
|
–
|
–
|
–
|
|
|
8
|
EJF Capital
Arlington,
Virginia
|
$673K
|
-$56.3K
|
-5,000
|
-7%
|
|
|
9
|
|
$517K
|
-$104K
|
-9,200
|
-16%
|
|
|
10
|
Meridian Wealth Management
Lexington,
Kentucky
|
$382K
|
+$416K
|
+36,955
|
New
|
|
|
11
|
Evercore Wealth Management
New York
|
$259K
|
+$282K
|
+25,000
|
New
|
|
|
12
|
Cruiser Capital Advisors
Stamford,
Connecticut
|
$201K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$179K
|
-$1.13K
|
-100
|
-0.6%
|
|
|
14
|
Arrowstreet Capital
Boston,
Massachusetts
|
$144K
|
-$65K
|
-5,774
|
-29%
|
|
|
15
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$111K
|
-$157K
|
-13,955
|
-57%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$111K
|
+$120K
|
+10,691
|
New
|
|
|
17
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$95K
|
-$8.98K
|
-797
|
-8%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$57K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$25K
|
+$27.4K
|
+2,434
|
+243,400%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
21
|
Tortoise Index Solutions
Overland Park,
Kansas
|
$19K
|
+$1.52K
|
+135
|
+8%
|
|
|
22
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$9K
|
–
|
–
|
–
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6K
|
+$6.76K
|
+600
|
New
|
|
|
24
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$4.66K
|
–
|
–
|
–
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$2K
|
–
|
–
|
–
|
|
