|
1
|
|
$48.6M
|
–
|
–
|
–
|
|
|
2
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$23.2M
|
–
|
–
|
–
|
|
|
3
|
Neuberger Berman Group
New York
|
$20.8M
|
+$4.76M
|
+112,575
|
+30%
|
|
|
4
|
Gabelli Funds
Rye,
New York
|
$5.49M
|
–
|
–
|
–
|
|
|
5
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$2.85M
|
+$825K
|
+19,500
|
+41%
|
|
|
6
|
Equitec Specialists
Chicago,
Illinois
|
$2.24M
|
-$941K
|
-22,254
|
-30%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.27M
|
-$37.8K
|
-894
|
-3%
|
|
|
8
|
|
$1.03M
|
+$14.9K
|
+353
|
+1%
|
|
|
9
|
Zazove Associates
Incline Village,
Nevada
|
$952K
|
-$127K
|
-3,000
|
-12%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$462K
|
+$135K
|
+3,200
|
+42%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$386K
|
+$48.5K
|
+1,146
|
+14%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$203K
|
+$88.8K
|
+2,100
|
New
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$149K
|
–
|
–
|
–
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$115K
|
–
|
–
|
–
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$106K
|
–
|
–
|
–
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$85K
|
–
|
–
|
–
|
|
|
17
|
Evercore Wealth Management
New York
|
$38K
|
–
|
–
|
–
|
|
|
18
|
|
$25K
|
+$3.93K
|
+93
|
+19%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$21K
|
-$12.7K
|
-300
|
-38%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$17K
|
–
|
–
|
–
|
|
|
21
|
Tradewinds Capital Management
Bellingham,
Washington
|
$9K
|
–
|
–
|
–
|
|
|
22
|
Patten Group
Chattanooga,
Tennessee
|
$2.56K
|
–
|
–
|
–
|
|
|
23
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$1.74M
|
-42,500
|
Closed
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$9K
|
-225
|
Closed
|
|
|
25
|
Duncker Streett & Co
St. Louis,
Missouri
|
–
|
-$4K
|
-100
|
Closed
|
|
