|
1
|
|
$69.4M
|
–
|
–
|
–
|
|
|
2
|
Mariner Investment Group
Harrison,
New York
|
$58.4M
|
+$99K
|
+1,714
|
+0.2%
|
|
|
3
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$33.3M
|
–
|
–
|
–
|
|
|
4
|
Equitec Specialists
Chicago,
Illinois
|
$22.9M
|
+$21.7M
|
+375,651
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$22.6M
|
+$11.6K
|
+201
|
+0.1%
|
|
|
6
|
Gabelli Funds
Rye,
New York
|
$7.78M
|
–
|
–
|
–
|
|
|
7
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$2.86M
|
–
|
–
|
–
|
|
|
8
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1.39M
|
+$3.46K
|
+60
|
+0.3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$631K
|
+$598K
|
+10,360
|
New
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$590K
|
+$537K
|
+9,300
|
+2,325%
|
|
|
11
|
Neuberger Berman Group
New York
|
$573K
|
-$37.5K
|
-650
|
-6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$573K
|
+$47.4K
|
+820
|
+10%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$265K
|
–
|
–
|
–
|
|
|
14
|
Barclays
London,
United Kingdom
|
$258K
|
+$57.7K
|
+1,000
|
+30%
|
|
|
15
|
American Capital Management
New York
|
$219K
|
+$31.8K
|
+550
|
+18%
|
|
|
16
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$212K
|
–
|
–
|
–
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$211K
|
–
|
–
|
–
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$183K
|
–
|
–
|
–
|
|
|
19
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$61K
|
+$57.7K
|
+1,000
|
New
|
|
|
20
|
Evercore Wealth Management
New York
|
$55K
|
–
|
–
|
–
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$48K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30K
|
-$18.8K
|
-325
|
-39%
|
|
|
23
|
High Point Bank & Trust
High Point,
North Carolina
|
$30K
|
–
|
–
|
–
|
|
|
24
|
Tarbox Family Office
Newport Beach,
California
|
$30K
|
–
|
–
|
–
|
|
|
25
|
|
$14K
|
-$10.6K
|
-184
|
-44%
|
|
