|
1
|
|
$58.7M
|
–
|
–
|
–
|
|
|
2
|
Neuberger Berman Group
New York
|
$25.1M
|
+$16K
|
+340
|
+0.1%
|
|
|
3
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$24.8M
|
+$1.17M
|
+25,000
|
+2%
|
|
|
4
|
Gabelli Funds
Rye,
New York
|
$6.45M
|
–
|
–
|
–
|
|
|
5
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$3.35M
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.88M
|
+$1.2M
|
+25,614
|
+236%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.52M
|
-$9.44K
|
-201
|
-0.7%
|
|
|
8
|
|
$1.29M
|
+$42.3K
|
+900
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$427K
|
-$36.4K
|
-775
|
-9%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$246K
|
-$98.6K
|
-2,100
|
Closed
|
|
|
11
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$180K
|
–
|
–
|
–
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$139K
|
–
|
–
|
–
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$129K
|
–
|
–
|
–
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$103K
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$47K
|
+$23.6K
|
+503
|
+126%
|
|
|
16
|
Evercore Wealth Management
New York
|
$46K
|
–
|
–
|
–
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$25K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$11K
|
+$9.8K
|
+209
|
New
|
|
|
19
|
Tradewinds Capital Management
Bellingham,
Washington
|
$10K
|
–
|
–
|
–
|
|
|
20
|
Patten Group
Chattanooga,
Tennessee
|
$3.09K
|
–
|
–
|
–
|
|
|
21
|
Equitec Specialists
Chicago,
Illinois
|
–
|
-$2.24M
|
-52,700
|
Closed
|
|
|
22
|
Zazove Associates
Incline Village,
Nevada
|
–
|
-$952K
|
-22,000
|
Closed
|
|
|
23
|
|
–
|
-$25K
|
-581
|
Closed
|
|
