|
1
|
TD Capital Management
Memphis,
Tennessee
|
$10.5M
|
+$221K
|
+6,224
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.24M
|
+$307K
|
+8,637
|
+11%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.25M
|
-$2.12M
|
-59,505
|
-49%
|
|
|
4
|
|
$1.54M
|
+$678K
|
+19,068
|
+82%
|
|
|
5
|
|
$1.38M
|
-$111K
|
-3,132
|
-8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.23M
|
+$56.5K
|
+1,589
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$523K
|
-$90.4K
|
-2,541
|
-15%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$520K
|
+$502K
|
+14,127
|
+7,064%
|
|
|
9
|
Ancora Advisors
Cleveland,
Ohio
|
$299K
|
–
|
–
|
–
|
|
|
10
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$294K
|
–
|
–
|
–
|
|
|
11
|
Leavell Investment Management
Mobile,
Alabama
|
$271K
|
-$4.76K
|
-134
|
-2%
|
|
|
12
|
|
$168K
|
+$44.5K
|
+1,252
|
+37%
|
|
|
13
|
American International Group
New York
|
$61.7K
|
–
|
–
|
–
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$60K
|
–
|
–
|
–
|
|
|
15
|
New England Securities
New York
|
$48K
|
-$533
|
-15
|
-1%
|
|
|
16
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$20K
|
+$20.3K
|
+570
|
New
|
|
|
17
|
WFG Advisors
Dallas,
Texas
|
$18K
|
–
|
–
|
–
|
|
|
18
|
Evercore Wealth Management
New York
|
$15K
|
–
|
–
|
–
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$7K
|
-$925
|
-26
|
-11%
|
|
|
20
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
21
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$6K
|
+$5.12K
|
+144
|
New
|
|
|
22
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
+$1.78K
|
+50
|
New
|
|
|
23
|
Bank of New York Mellon
New York
|
–
|
-$16.3M
|
-483,224
|
Closed
|
|
|
24
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
–
|
-$16.3M
|
-482,518
|
Closed
|
|
|
25
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$256K
|
-7,605
|
Closed
|
|
