|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.22M
|
–
|
–
|
–
|
|
|
2
|
Mraz Amerine & Associates
Modesto,
California
|
$1.09M
|
-$2.15K
|
-207
|
-0.2%
|
|
|
3
|
|
$314K
|
+$297K
|
+28,652
|
+333%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$255K
|
-$4.47K
|
-431
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$202K
|
+$50.1K
|
+4,832
|
+25%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$185K
|
-$1.87K
|
-180
|
-0.8%
|
|
|
7
|
California Public Employees Retirement System
Sacramento,
California
|
$176K
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$104K
|
–
|
–
|
–
|
|
|
9
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$86K
|
–
|
–
|
–
|
|
|
10
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$23K
|
-$185K
|
-17,886
|
-87%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$19K
|
–
|
–
|
–
|
|
|
12
|
Victory Capital Management
San Antonio,
Texas
|
$9K
|
+$11.2K
|
+1,080
|
New
|
|
|
13
|
|
$8K
|
–
|
–
|
–
|
|
|
14
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$7K
|
-$3.91K
|
-377
|
-32%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
16
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4K
|
-$342
|
-33
|
-6%
|
|
|
17
|
Royce & Associates
New York
|
–
|
-$856K
|
-67,631
|
Closed
|
|
|
18
|
Intelligence Driven Advisers
Carlsbad,
California
|
–
|
-$379K
|
-30,002
|
Closed
|
|
|
19
|
Renaissance Technologies
New York
|
–
|
-$261K
|
-20,637
|
Closed
|
|
|
20
|
|
–
|
-$12K
|
-1,000
|
Closed
|
|
|
21
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
–
|
+$21
|
+2
|
New
|
|
