|
1
|
Wells Fargo
San Francisco,
California
|
$2.62M
|
+$758K
|
+233,704
|
+40%
|
|
|
2
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.88M
|
+$7.9K
|
+2,437
|
+0.4%
|
|
|
3
|
|
$1.52M
|
+$248K
|
+76,532
|
+19%
|
|
|
4
|
|
$1.41M
|
-$305K
|
-94,003
|
-18%
|
|
|
5
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$809K
|
-$4.31M
|
-1,328,199
|
-84%
|
|
|
6
|
|
$558K
|
-$178K
|
-55,000
|
-24%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$378K
|
-$1.54M
|
-474,710
|
-80%
|
|
|
8
|
Arrowstreet Capital
Boston,
Massachusetts
|
$361K
|
-$2.15K
|
-663
|
-0.6%
|
|
|
9
|
|
$279K
|
+$283K
|
+87,427
|
New
|
|
|
10
|
California Public Employees Retirement System
Sacramento,
California
|
$274K
|
–
|
–
|
–
|
|
|
11
|
Meridian Wealth Management
Lexington,
Kentucky
|
$236K
|
+$3.09K
|
+952
|
+1%
|
|
|
12
|
EJF Capital
Arlington,
Virginia
|
$175K
|
–
|
–
|
–
|
|
|
13
|
|
$144K
|
+$65.8K
|
+20,288
|
+82%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$118K
|
+$3.15K
|
+972
|
+3%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$70K
|
+$347
|
+107
|
+0.5%
|
|
|
16
|
|
$53K
|
+$53.6K
|
+16,542
|
New
|
|
|
17
|
Russell Investments Group
London,
United Kingdom
|
$43K
|
–
|
–
|
–
|
|
|
18
|
Symphony Financial
Houston,
Texas
|
$41K
|
+$697
|
+215
|
+2%
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5K
|
+$5.16K
|
+1,592
|
New
|
|
|
20
|
|
$2K
|
+$1.79K
|
+552
|
New
|
|
|
21
|
BNP Paribas Financial Markets
Paris,
France
|
$19
|
–
|
–
|
–
|
|
|
22
|
B. Riley Wealth Management
Memphis,
Tennessee
|
–
|
-$373K
|
-129,523
|
Closed
|
|
|
23
|
|
–
|
-$307K
|
-106,671
|
Closed
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$47K
|
-16,335
|
Closed
|
|
|
25
|
Tortoise Index Solutions
Overland Park,
Kansas
|
–
|
-$15K
|
-5,267
|
Closed
|
|
