|
1
|
Allianz Asset Management
Munich,
Germany
|
$35.9M
|
–
|
–
|
–
|
|
|
2
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$20.5M
|
–
|
–
|
–
|
|
|
3
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$13.6M
|
–
|
–
|
–
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.6M
|
-$76.7K
|
-1,500
|
Closed
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$10.6M
|
–
|
–
|
–
|
|
|
6
|
Davis Selected Advisers
Tucson,
Arizona
|
$7.55M
|
–
|
–
|
–
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$4.08M
|
-$51.2K
|
-1,000
|
-1%
|
|
|
8
|
VanEck Associates
New York
|
$3.73M
|
+$987K
|
+19,286
|
+37%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.68M
|
+$391K
|
+7,648
|
+17%
|
|
|
10
|
|
$2.44M
|
+$103K
|
+2,010
|
+4%
|
|
|
11
|
Bruce & Co
Chicago,
Illinois
|
$2.42M
|
–
|
–
|
–
|
|
|
12
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$2.2M
|
-$8.44K
|
-165
|
-0.4%
|
|
|
13
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.76M
|
–
|
–
|
–
|
|
|
14
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$1.4M
|
+$75.1K
|
+1,469
|
+6%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.14M
|
+$116K
|
+2,271
|
+12%
|
|
|
16
|
Avenir Corporation
Alexandria,
Virginia
|
$1.05M
|
+$37.1K
|
+725
|
+4%
|
|
|
17
|
Kelleher Financial Advisors
New York
|
$1.02M
|
-$12.8K
|
-250
|
-1%
|
|
|
18
|
Everett Harris & Co
Los Angeles,
California
|
$1M
|
–
|
–
|
–
|
|
|
19
|
Essex Financial Services
Essex,
Connecticut
|
$833K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$643K
|
-$32.5K
|
-635
|
-5%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$568K
|
-$333K
|
-6,502
|
-37%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$541K
|
+$237K
|
+4,625
|
+80%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$527K
|
+$236K
|
+4,619
|
+84%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$507K
|
+$15.3K
|
+300
|
+3%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$483K
|
-$1.02K
|
-20
|
-0.2%
|
|
