|
1
|
Aequim Alternative Investments
Mill Valley,
California
|
$27M
|
–
|
–
|
–
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$16.7M
|
–
|
–
|
–
|
|
|
3
|
Wolverine Asset Management
Chicago,
Illinois
|
$14.3M
|
+$9.02M
|
+106,038
|
+174%
|
|
|
4
|
|
$14.3M
|
-$877K
|
-10,304
|
-6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$11.5M
|
+$2.1M
|
+24,670
|
+23%
|
|
|
6
|
Infrastructure Capital Advisors
New York
|
$11.2M
|
+$1.21M
|
+14,257
|
+12%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$9.93M
|
-$10.1M
|
-118,141
|
-51%
|
|
|
8
|
|
$5.84M
|
–
|
–
|
–
|
|
|
9
|
|
$5.59M
|
+$2.27M
|
+26,639
|
+69%
|
|
|
10
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$5.38M
|
–
|
–
|
–
|
|
|
11
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.57M
|
+$499K
|
+5,861
|
+17%
|
|
|
12
|
|
$3.46M
|
+$1.28M
|
+15,000
|
+60%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.8M
|
–
|
–
|
–
|
|
|
14
|
BlueCrest Capital Management
St Helier,
Jersey
|
$2.23M
|
+$741K
|
+8,707
|
+51%
|
|
|
15
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$1.96M
|
-$52.2K
|
-614
|
-3%
|
|
|
16
|
Zazove Associates
Incline Village,
Nevada
|
$1.29M
|
–
|
–
|
–
|
|
|
17
|
|
$1.13M
|
+$155K
|
+1,822
|
+16%
|
|
|
18
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$488K
|
+$42.5K
|
+500
|
+10%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$333K
|
-$9.36M
|
-110,000
|
-97%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$328K
|
+$58.4K
|
+686
|
+22%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$223K
|
+$219K
|
+2,575
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$156K
|
+$21.8K
|
+256
|
+17%
|
|
|
23
|
Sandy Spring Bank
Olney,
Maryland
|
$43.2K
|
–
|
–
|
–
|
|
|
24
|
UMB Bank
Kansas City,
Missouri
|
$4K
|
–
|
–
|
–
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
