|
1
|
Wells Fargo
San Francisco,
California
|
$4.8M
|
+$3.49K
|
+700
|
+0.1%
|
|
|
2
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.81M
|
+$783K
|
+157,301
|
+49%
|
|
|
3
|
|
$2.52M
|
-$411K
|
-82,622
|
-16%
|
|
|
4
|
|
$2.22M
|
+$118K
|
+23,609
|
+7%
|
|
|
5
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$1.48M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$574K
|
+$20.3K
|
+4,076
|
+4%
|
|
|
7
|
|
$519K
|
-$19.3K
|
-3,878
|
-4%
|
|
|
8
|
California Public Employees Retirement System
Sacramento,
California
|
$478K
|
-$20.7K
|
-4,162
|
-5%
|
|
|
9
|
Arrowstreet Capital
Boston,
Massachusetts
|
$406K
|
-$216K
|
-43,285
|
-38%
|
|
|
10
|
|
$220K
|
–
|
–
|
–
|
|
|
11
|
Meridian Wealth Management
Lexington,
Kentucky
|
$192K
|
-$59.4K
|
-11,928
|
-27%
|
|
|
12
|
Bel Air Investment Advisors
Los Angeles,
California
|
$183K
|
+$156K
|
+31,300
|
New
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$120K
|
+$194
|
+39
|
+0.2%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$115K
|
-$12K
|
-2,409
|
-11%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$111K
|
-$12.2K
|
-2,454
|
-11%
|
|
|
16
|
Symphony Financial
Houston,
Texas
|
$103K
|
+$18.1K
|
+3,628
|
+26%
|
|
|
17
|
Marshall Wace
London,
United Kingdom
|
$87K
|
+$74.3K
|
+14,929
|
New
|
|
|
18
|
|
$68K
|
+$3.29K
|
+660
|
+6%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$68K
|
+$57.5K
|
+11,548
|
New
|
|
|
20
|
Acadian Asset Management
Boston,
Massachusetts
|
$60K
|
+$50.8K
|
+10,209
|
New
|
|
|
21
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$40K
|
+$33.7K
|
+6,760
|
New
|
|
|
22
|
Professional Financial Advisors
North Platte,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
23
|
International Assets Investment Management
Orlando,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
24
|
BNP Paribas Financial Markets
Paris,
France
|
$1.59K
|
+$1.35K
|
+272
|
New
|
|
|
25
|
|
–
|
-$449K
|
-131,550
|
Closed
|
|
