|
26
|
Meritage Portfolio Management
Overland Park,
Kansas
|
–
|
-$5.18M
|
-104,163
|
Closed
|
|
|
27
|
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
–
|
-$4.82M
|
-97,107
|
Closed
|
|
|
28
|
|
–
|
-$4.67M
|
-94,090
|
Closed
|
|
|
29
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
–
|
-$3.92M
|
-78,947
|
Closed
|
|
|
30
|
Rational Advisors
Huntington,
New York
|
–
|
-$3.79M
|
-76,300
|
Closed
|
|
|
31
|
Putnam Investments
Boston,
Massachusetts
|
–
|
-$3.13M
|
-63,335
|
Closed
|
|
|
32
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$2.94M
|
-59,455
|
Closed
|
|
|
33
|
Jefferies Financial Group
New York
|
–
|
-$1.88M
|
-37,895
|
Closed
|
|
|
34
|
CSS LLC
Chicago,
Illinois
|
–
|
-$1.67M
|
-33,885
|
Closed
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$1.02M
|
-20,475
|
Closed
|
|
|
36
|
Laffer Tengler Investments
Nashville,
Tennessee
|
–
|
-$940K
|
-19,000
|
Closed
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
–
|
-$919K
|
-18,500
|
Closed
|
|
|
38
|
Calamos Wealth Management
Naperville,
Illinois
|
–
|
-$798K
|
-16,054
|
Closed
|
|
|
39
|
|
–
|
-$620K
|
-12,562
|
Closed
|
|
|
40
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$271K
|
-5,450
|
Closed
|
|
|
41
|
American Century Companies
Kansas City,
Missouri
|
–
|
-$252K
|
-5,072
|
Closed
|
|
|
42
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$226K
|
-4,544
|
Closed
|
|
|
43
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$72K
|
-1,450
|
Closed
|
|
|
44
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$49.7K
|
-1,000
|
Closed
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
–
|
-$49.7K
|
-1,000
|
Closed
|
|
|
46
|
UMB Bank
Kansas City,
Missouri
|
–
|
-$3.92K
|
-79
|
Closed
|
|
