|
1
|
|
$63.6M
|
–
|
–
|
–
|
|
|
2
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$30.2M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$20.8M
|
+$15K
|
+250
|
+0.1%
|
|
|
4
|
Equitec Specialists
Chicago,
Illinois
|
$13.9M
|
-$9.13M
|
-152,258
|
-38%
|
|
|
5
|
Gabelli Funds
Rye,
New York
|
$7.17M
|
–
|
–
|
–
|
|
|
6
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$2.64M
|
–
|
–
|
–
|
|
|
7
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1.28M
|
+$34.2K
|
+570
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$999K
|
+$155K
|
+2,584
|
+17%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$563K
|
-$30K
|
-500
|
-5%
|
|
|
10
|
Neuberger Berman Group
New York
|
$500K
|
-$21K
|
-350
|
-4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$244K
|
–
|
–
|
–
|
|
|
12
|
American Capital Management
New York
|
$201K
|
+$33K
|
+550
|
+18%
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$195K
|
–
|
–
|
–
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$151K
|
–
|
–
|
–
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$139K
|
–
|
–
|
–
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$112K
|
-$88.4K
|
-1,475
|
-42%
|
|
|
17
|
|
$59K
|
+$37.6K
|
+628
|
+148%
|
|
|
18
|
Evercore Wealth Management
New York
|
$50K
|
–
|
–
|
–
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$44K
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28K
|
–
|
–
|
–
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$22K
|
-$544K
|
-9,075
|
-96%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14K
|
+$15K
|
+250
|
New
|
|
|
23
|
Duncker Streett & Co
St. Louis,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
24
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
+$1.14K
|
+19
|
New
|
|
|
25
|
High Point Bank & Trust
High Point,
North Carolina
|
–
|
-$30K
|
-500
|
Closed
|
|
