|
1
|
Advisory Research
Chicago,
Illinois
|
$19.5M
|
-$5.05K
|
-485
|
-0%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.72M
|
-$588K
|
-56,440
|
-6%
|
|
|
3
|
Evergreen Capital Management
Bellevue,
Washington
|
$8.49M
|
-$4.05M
|
-388,960
|
-32%
|
|
|
4
|
OppenheimerFunds
New York
|
$7.89M
|
–
|
–
|
–
|
|
|
5
|
|
$3.4M
|
+$3.39M
|
+325,670
|
New
|
|
|
6
|
|
$2.43M
|
+$1.71M
|
+164,082
|
+241%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.19M
|
+$2.17M
|
+208,006
|
+14,975%
|
|
|
8
|
California Public Employees Retirement System
Sacramento,
California
|
$1.57M
|
–
|
–
|
–
|
|
|
9
|
Intrinsic Edge Capital Management
Chicago,
Illinois
|
$1.57M
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$892K
|
+$567K
|
+54,374
|
+175%
|
|
|
11
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$798K
|
–
|
–
|
–
|
|
|
12
|
EJF Capital
Arlington,
Virginia
|
$784K
|
–
|
–
|
–
|
|
|
13
|
Arrow Investment Advisors
Laurel,
Maryland
|
$517K
|
+$48.4K
|
+4,647
|
+10%
|
|
|
14
|
Meridian Wealth Management
Lexington,
Kentucky
|
$386K
|
–
|
–
|
–
|
|
|
15
|
|
$305K
|
+$64.4K
|
+6,178
|
+27%
|
|
|
16
|
Evercore Wealth Management
New York
|
$261K
|
–
|
–
|
–
|
|
|
17
|
|
$179K
|
-$202K
|
-19,390
|
-53%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$170K
|
-$6.71K
|
-644
|
-4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$158K
|
+$157K
|
+15,102
|
New
|
|
|
20
|
Segment Wealth Management
Houston,
Texas
|
$115K
|
–
|
–
|
–
|
|
|
21
|
Barclays
London,
United Kingdom
|
$76K
|
+$76.1K
|
+7,301
|
New
|
|
|
22
|
|
$53K
|
+$53K
|
+5,088
|
New
|
|
|
23
|
Tortoise Index Solutions
Overland Park,
Kansas
|
$42K
|
+$18.7K
|
+1,794
|
+81%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20K
|
-$1K
|
-96
|
-5%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18K
|
+$18.4K
|
+1,768
|
New
|
|
