|
1
|
Advisory Research
Chicago,
Illinois
|
$26.6M
|
-$5.18M
|
-475,518
|
-16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
-$144K
|
-13,262
|
-1%
|
|
|
3
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$9.89M
|
-$1.58M
|
-145,479
|
-14%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$9.62M
|
+$647K
|
+59,400
|
+7%
|
|
|
5
|
OppenheimerFunds
New York
|
$8.12M
|
–
|
–
|
–
|
|
|
6
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$2.33M
|
+$1.64M
|
+150,499
|
+227%
|
|
|
7
|
California Public Employees Retirement System
Sacramento,
California
|
$1.61M
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.32M
|
+$1.15M
|
+105,412
|
+609%
|
|
|
9
|
Intrinsic Edge Capital Management
Chicago,
Illinois
|
$753K
|
+$762K
|
+70,000
|
New
|
|
|
10
|
EJF Capital
Arlington,
Virginia
|
$591K
|
-$109K
|
-10,000
|
-15%
|
|
|
11
|
Arrow Investment Advisors
Laurel,
Maryland
|
$491K
|
+$498K
|
+45,706
|
New
|
|
|
12
|
Meridian Wealth Management
Lexington,
Kentucky
|
$397K
|
–
|
–
|
–
|
|
|
13
|
|
$377K
|
-$163K
|
-14,945
|
-30%
|
|
|
14
|
|
$307K
|
+$311K
|
+28,579
|
New
|
|
|
15
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$292K
|
+$296K
|
+27,200
|
New
|
|
|
16
|
Renaissance Technologies
New York
|
$292K
|
+$296K
|
+27,200
|
New
|
|
|
17
|
Evercore Wealth Management
New York
|
$269K
|
–
|
–
|
–
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$181K
|
+$184K
|
+16,873
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$119K
|
+$120K
|
+11,025
|
New
|
|
|
20
|
Segment Wealth Management
Houston,
Texas
|
$118K
|
+$120K
|
+11,000
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$57K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
23
|
Tortoise Index Solutions
Overland Park,
Kansas
|
$22K
|
+$2.4K
|
+220
|
+12%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$21K
|
-$4.81K
|
-442
|
-18%
|
|
|
25
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$11K
|
-$88.6K
|
-8,137
|
-89%
|
|
