|
1
|
|
$290K
|
–
|
–
|
–
|
|
|
2
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$273K
|
+$304K
|
+10,655
|
New
|
|
|
3
|
Fayez Sarofim & Co
Houston,
Texas
|
$231K
|
–
|
–
|
–
|
|
|
4
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$226K
|
+$571
|
+20
|
+0.2%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$205K
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$180K
|
+$105K
|
+3,670
|
+109%
|
|
|
7
|
BlackRock Institutional Trust
San Francisco,
California
|
$157K
|
+$100K
|
+3,507
|
+134%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$140K
|
+$152K
|
+5,316
|
+3,109%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$105K
|
+$117K
|
+4,100
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56K
|
–
|
–
|
–
|
|
|
11
|
Reilly Financial Advisors
La Mesa,
California
|
$33K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$26K
|
+$28.6K
|
+1,000
|
New
|
|
|
13
|
Searle & Co
Greenwich,
Connecticut
|
$22K
|
+$25K
|
+875
|
New
|
|
|
14
|
|
$21K
|
-$5.71K
|
-200
|
-20%
|
|
|
15
|
|
$17K
|
–
|
–
|
–
|
|
|
16
|
National Planning Corporation
El Segundo,
California
|
$8.33K
|
+$10K
|
+350
|
New
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$4K
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
19
|
American International Group
New York
|
$2.57K
|
–
|
–
|
–
|
|
|
20
|
Next Financial Group
Houston,
Texas
|
$1K
|
-$5.71K
|
-200
|
-89%
|
|
|
21
|
Neville Rodie & Shaw
New York
|
–
|
-$244K
|
-7,000
|
Closed
|
|
|
22
|
Mraz Amerine & Associates
Modesto,
California
|
–
|
-$243K
|
-6,971
|
Closed
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
–
|
-$21K
|
-600
|
Closed
|
|
