|
1
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$4.56M
|
-$2.52M
|
-307,330
|
-16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.71M
|
-$1.53M
|
-186,790
|
-24%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.69M
|
+$1.5M
|
+182,446
|
+45%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.69M
|
-$335K
|
-40,755
|
-7%
|
|
|
5
|
|
$1.54M
|
+$3.58M
|
+436,222
|
+435%
|
|
|
6
|
|
$1.15M
|
+$109K
|
+13,242
|
+3%
|
|
|
7
|
|
$662K
|
-$1.83M
|
-222,286
|
-49%
|
|
|
8
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$373K
|
+$1.06M
|
+129,523
|
New
|
|
|
9
|
Arrowstreet Capital
Boston,
Massachusetts
|
$327K
|
-$261K
|
-31,762
|
-22%
|
|
|
10
|
|
$307K
|
-$1.83M
|
-222,394
|
-68%
|
|
|
11
|
California Public Employees Retirement System
Sacramento,
California
|
$247K
|
-$244K
|
-29,709
|
-26%
|
|
|
12
|
Meridian Wealth Management
Lexington,
Kentucky
|
$210K
|
+$298K
|
+36,245
|
+98%
|
|
|
13
|
EJF Capital
Arlington,
Virginia
|
$158K
|
-$82.2K
|
-10,000
|
-15%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$104K
|
-$50.3K
|
-6,124
|
-14%
|
|
|
15
|
|
$71K
|
+$33.1K
|
+4,030
|
+19%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$64K
|
+$38.3K
|
+4,661
|
+27%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$47K
|
–
|
–
|
–
|
|
|
18
|
Russell Investments Group
London,
United Kingdom
|
$39K
|
-$167K
|
-20,296
|
-60%
|
|
|
19
|
Symphony Financial
Houston,
Texas
|
$35K
|
+$104K
|
+12,711
|
New
|
|
|
20
|
Tortoise Index Solutions
Overland Park,
Kansas
|
$15K
|
-$5.75K
|
-700
|
-12%
|
|
|
21
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$4K
|
+$1.08K
|
+132
|
+11%
|
|
|
22
|
BNP Paribas Financial Markets
Paris,
France
|
$17
|
–
|
–
|
–
|
|
|
23
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$31K
|
-3,221
|
Closed
|
|
