|
1
|
|
$55.9M
|
–
|
–
|
–
|
|
|
2
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$23.5M
|
+$3.21M
|
+61,828
|
+8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$17M
|
-$1.36M
|
-26,175
|
-7%
|
|
|
4
|
Equitec Specialists
Chicago,
Illinois
|
$13M
|
+$857K
|
+16,512
|
+7%
|
|
|
5
|
Gabelli Funds
Rye,
New York
|
$6.29M
|
–
|
–
|
–
|
|
|
6
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$2.31M
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.57M
|
+$1.14M
|
+21,965
|
+218%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$457K
|
-$445K
|
-8,577
|
-48%
|
|
|
9
|
Neuberger Berman Group
New York
|
$420K
|
-$20.5K
|
-395
|
-4%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$195K
|
–
|
–
|
–
|
|
|
11
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$171K
|
–
|
–
|
–
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$132K
|
–
|
–
|
–
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$123K
|
–
|
–
|
–
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$98K
|
–
|
–
|
–
|
|
|
15
|
Evercore Wealth Management
New York
|
$44K
|
–
|
–
|
–
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$39K
|
–
|
–
|
–
|
|
|
17
|
|
$27K
|
-$26.3K
|
-507
|
-48%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20K
|
–
|
–
|
–
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$11K
|
+$11.7K
|
+225
|
New
|
|
|
20
|
Duncker Streett & Co
St. Louis,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
21
|
Patten Group
Chattanooga,
Tennessee
|
$2.94K
|
+$3.12K
|
+60
|
New
|
|
|
22
|
American Capital Management
New York
|
–
|
-$201K
|
-3,600
|
Closed
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$28K
|
-500
|
Closed
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$14K
|
-250
|
Closed
|
|
|
25
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$1K
|
-19
|
Closed
|
|
