|
1
|
Wells Fargo
San Francisco,
California
|
$2.81M
|
–
|
–
|
–
|
|
|
2
|
|
$1.75M
|
+$84.5K
|
+25,390
|
+5%
|
|
|
3
|
|
$1.21M
|
-$54.4K
|
-16,326
|
-4%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.1M
|
-$712K
|
-213,913
|
-40%
|
|
|
5
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$865K
|
–
|
–
|
–
|
|
|
6
|
|
$449K
|
-$145K
|
-43,450
|
-25%
|
|
|
7
|
Arrowstreet Capital
Boston,
Massachusetts
|
$384K
|
-$922
|
-277
|
-0.2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$321K
|
-$69.4K
|
-20,840
|
-18%
|
|
|
9
|
|
$315K
|
+$16.9K
|
+5,089
|
+6%
|
|
|
10
|
California Public Employees Retirement System
Sacramento,
California
|
$293K
|
–
|
–
|
–
|
|
|
11
|
Meridian Wealth Management
Lexington,
Kentucky
|
$152K
|
-$98K
|
-29,427
|
-40%
|
|
|
12
|
|
$145K
|
+$141K
|
+42,398
|
New
|
|
|
13
|
|
$128K
|
-$24.8K
|
-7,448
|
-17%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$75K
|
+$28K
|
+8,407
|
+61%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$73K
|
-$37.8K
|
-11,364
|
-35%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$69K
|
-$41.3K
|
-12,400
|
-38%
|
|
|
17
|
Russell Investments Group
London,
United Kingdom
|
$46K
|
–
|
–
|
–
|
|
|
18
|
Symphony Financial
Houston,
Texas
|
$46K
|
+$643
|
+193
|
+1%
|
|
|
19
|
|
$37K
|
+$23.2K
|
+6,971
|
+174%
|
|
|
20
|
Professional Financial Advisors
North Platte,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
21
|
International Assets Investment Management
Orlando,
Florida
|
$3K
|
+$3.33K
|
+1,000
|
New
|
|
|
22
|
EJF Capital
Arlington,
Virginia
|
–
|
-$174K
|
-55,000
|
Closed
|
|
