|
1
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$83M
|
+$62.9K
|
+1,308
|
+0.1%
|
|
|
2
|
|
$60.8M
|
+$337K
|
+7,000
|
+0.6%
|
|
|
3
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$15.9M
|
-$2.16M
|
-44,973
|
-13%
|
|
|
4
|
Gabelli Funds
Rye,
New York
|
$6.84M
|
–
|
–
|
–
|
|
|
5
|
|
$5.65M
|
+$5.01M
|
+104,244
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.62M
|
+$115K
|
+2,392
|
+3%
|
|
|
7
|
|
$1.27M
|
-$15.6K
|
-324
|
-1%
|
|
|
8
|
Zazove Associates
Incline Village,
Nevada
|
$903K
|
+$529K
|
+11,000
|
+196%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$819K
|
–
|
–
|
–
|
|
|
10
|
Biltmore Wealth Management
Tempe,
Arizona
|
$465K
|
+$1.12M
|
+23,228
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$408K
|
+$9.24K
|
+192
|
+3%
|
|
|
12
|
Neuberger Berman Group
New York
|
$368K
|
-$1.59M
|
-32,964
|
-83%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$286K
|
+$53.5K
|
+1,113
|
+27%
|
|
|
14
|
LDR Capital Management
New York
|
$286K
|
+$257K
|
+5,335
|
New
|
|
|
15
|
Institute for Wealth Management
Denver,
Colorado
|
$246K
|
+$591K
|
+12,290
|
New
|
|
|
16
|
Denver PWM
Denver,
Colorado
|
$241K
|
-$8.9K
|
-185
|
-2%
|
|
|
17
|
|
$233K
|
+$207K
|
+4,300
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$228K
|
+$203K
|
+4,214
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$221K
|
–
|
–
|
–
|
|
|
20
|
Shufro Rose & Co
New York
|
$211K
|
+$188K
|
+3,900
|
New
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$189K
|
–
|
–
|
–
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$135K
|
–
|
–
|
–
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$135K
|
–
|
–
|
–
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$44K
|
+$14.4K
|
+300
|
+59%
|
|
|
25
|
Tradewinds Capital Management
Bellingham,
Washington
|
$11K
|
–
|
–
|
–
|
|
