|
1
|
BlackRock Fund Advisors
San Francisco,
California
|
$68.5M
|
+$1.19M
|
+47,388
|
+2%
|
|
|
2
|
Principal Financial Group
Des Moines,
Iowa
|
$21M
|
+$279K
|
+11,108
|
+1%
|
|
|
3
|
|
$17.6M
|
-$3.89M
|
-154,626
|
-18%
|
|
|
4
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$13.1M
|
-$472K
|
-18,765
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.72M
|
+$159K
|
+6,305
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.5M
|
+$894K
|
+35,517
|
+20%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.97M
|
-$323K
|
-12,836
|
-10%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2.48M
|
-$74.4K
|
-2,959
|
-3%
|
|
|
9
|
IPG Investment Advisors
San Diego,
California
|
$2.47M
|
+$286K
|
+11,350
|
+13%
|
|
|
10
|
|
$2.23M
|
+$171K
|
+6,784
|
+8%
|
|
|
11
|
Taconic Capital Advisors
New York
|
$1.42M
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.23M
|
–
|
–
|
–
|
|
|
13
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1M
|
+$42.2K
|
+1,678
|
+4%
|
|
|
14
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$955K
|
+$205K
|
+8,165
|
+28%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$883K
|
+$14.8K
|
+588
|
+2%
|
|
|
16
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$756K
|
+$8.8K
|
+350
|
+1%
|
|
|
17
|
|
$582K
|
+$981
|
+39
|
+0.2%
|
|
|
18
|
J. Safra Asset Management
New York
|
$508K
|
–
|
–
|
–
|
|
|
19
|
Solaris Asset Management
New York
|
$482K
|
–
|
–
|
–
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$331K
|
+$327K
|
+12,988
|
New
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$323K
|
–
|
–
|
–
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$323K
|
+$47K
|
+1,869
|
+17%
|
|
|
23
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$300K
|
-$12.6K
|
-500
|
-4%
|
|
|
24
|
Iowa State Bank
Urbandale,
Iowa
|
$288K
|
–
|
–
|
–
|
|
|
25
|
Evercore Wealth Management
New York
|
$280K
|
–
|
–
|
–
|
|
