|
1
|
|
$68.4M
|
–
|
–
|
–
|
|
|
2
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$33.1M
|
–
|
–
|
–
|
|
|
3
|
Equitec Specialists
Chicago,
Illinois
|
$24.1M
|
+$1.5M
|
+25,309
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$22.4M
|
+$67.1K
|
+1,130
|
+0.3%
|
|
|
5
|
Gabelli Funds
Rye,
New York
|
$7.7M
|
–
|
–
|
–
|
|
|
6
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$2.83M
|
–
|
–
|
–
|
|
|
7
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1.34M
|
-$29.2K
|
-492
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$919K
|
+$295K
|
+4,964
|
+48%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$635K
|
+$70.1K
|
+1,180
|
+13%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$569K
|
-$13.4K
|
-225
|
-2%
|
|
|
11
|
Neuberger Berman Group
New York
|
$559K
|
-$5.94K
|
-100
|
-1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$263K
|
–
|
–
|
–
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$210K
|
–
|
–
|
–
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$209K
|
–
|
–
|
–
|
|
|
15
|
American Capital Management
New York
|
$183K
|
-$32.7K
|
-550
|
-15%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$150K
|
-$29.7K
|
-500
|
-17%
|
|
|
17
|
Evercore Wealth Management
New York
|
$54K
|
–
|
–
|
–
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$48K
|
–
|
–
|
–
|
|
|
19
|
High Point Bank & Trust
High Point,
North Carolina
|
$30K
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30K
|
–
|
–
|
–
|
|
|
21
|
|
$25K
|
+$11.5K
|
+194
|
+84%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$14K
|
+$13.4K
|
+225
|
New
|
|
|
23
|
Tradewinds Capital Management
Bellingham,
Washington
|
$12K
|
–
|
–
|
–
|
|
|
24
|
Duncker Streett & Co
St. Louis,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
25
|
Mariner Investment Group
Harrison,
New York
|
–
|
-$58.4M
|
-969,117
|
Closed
|
|
