|
1
|
BlackRock Fund Advisors
San Francisco,
California
|
$63.7M
|
+$4.3M
|
+167,941
|
+7%
|
|
|
2
|
Principal Financial Group
Des Moines,
Iowa
|
$21.1M
|
-$143K
|
-5,565
|
-0.7%
|
|
|
3
|
|
$19M
|
+$176K
|
+6,872
|
+0.9%
|
|
|
4
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$14.3M
|
-$430K
|
-16,781
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.43M
|
+$6.71M
|
+261,785
|
+242%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.54M
|
-$932K
|
-36,371
|
-17%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.27M
|
+$186K
|
+7,277
|
+6%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3.07M
|
+$696K
|
+27,163
|
+29%
|
|
|
9
|
IPG Investment Advisors
San Diego,
California
|
$2.34M
|
-$179K
|
-7,000
|
-6%
|
|
|
10
|
Taconic Capital Advisors
New York
|
$1.42M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
–
|
–
|
–
|
|
|
12
|
Parametric Portfolio Associates
Seattle,
Washington
|
$917K
|
-$4.77K
|
-186
|
-0.5%
|
|
|
13
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$888K
|
+$192K
|
+7,500
|
+27%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$877K
|
-$15.4K
|
-601
|
-2%
|
|
|
15
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$747K
|
-$20.5K
|
-800
|
-3%
|
|
|
16
|
|
$580K
|
+$923
|
+36
|
+0.2%
|
|
|
17
|
Solaris Asset Management
New York
|
$482K
|
-$12.8K
|
-500
|
-3%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
$393K
|
–
|
–
|
–
|
|
|
19
|
HHG & Company
Darien,
Connecticut
|
$288K
|
–
|
–
|
–
|
|
|
20
|
Iowa State Bank
Urbandale,
Iowa
|
$288K
|
–
|
–
|
–
|
|
|
21
|
Evercore Wealth Management
New York
|
$280K
|
-$50.2K
|
-1,957
|
-15%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$270K
|
–
|
–
|
–
|
|
|
23
|
|
$260K
|
–
|
–
|
–
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$258K
|
+$259K
|
+10,095
|
New
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$240K
|
+$241K
|
+9,393
|
New
|
|
