|
1
|
Aequim Alternative Investments
Mill Valley,
California
|
$29M
|
–
|
–
|
–
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$21.2M
|
-$2.62M
|
-27,765
|
-11%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$20.8M
|
-$70.8K
|
-750
|
-0.3%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$17.9M
|
+$944K
|
+10,000
|
+5%
|
|
|
5
|
|
$15.9M
|
-$911K
|
-9,647
|
-5%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$12.4M
|
+$472K
|
+5,000
|
+4%
|
|
|
7
|
|
$11.1M
|
–
|
–
|
–
|
|
|
8
|
Infrastructure Capital Advisors
New York
|
$7.05M
|
+$5.85M
|
+61,941
|
+377%
|
|
|
9
|
|
$6.08M
|
–
|
–
|
–
|
|
|
10
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$4.5M
|
+$66.1K
|
+700
|
+1%
|
|
|
11
|
|
$3.71M
|
+$117K
|
+1,244
|
+3%
|
|
|
12
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.08M
|
-$60.9K
|
-645
|
-2%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.28M
|
–
|
–
|
–
|
|
|
14
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$2.15M
|
+$2.28M
|
+24,170
|
New
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$990K
|
-$26.8K
|
-284
|
-3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$23K
|
+$23.6K
|
+250
|
New
|
|
|
17
|
UMB Bank
Kansas City,
Missouri
|
$4K
|
+$4.44K
|
+47
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$6.45M
|
-61,656
|
Closed
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$4.83M
|
-45,979
|
Closed
|
|
|
21
|
|
–
|
-$1.75M
|
-16,640
|
Closed
|
|
|
22
|
BlueCrest Capital Management
St Helier,
Jersey
|
–
|
-$1.63M
|
-15,513
|
Closed
|
|
|
23
|
T. Rowe Price Associates
Baltimore,
Maryland
|
–
|
-$831K
|
-8,020
|
Closed
|
|
|
24
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
–
|
-$210K
|
-2,000
|
Closed
|
|
|
25
|
Sandy Spring Bank
Olney,
Maryland
|
–
|
-$52K
|
-500
|
Closed
|
|
