|
26
|
Bank of America
Charlotte,
North Carolina
|
$964K
|
+$107K
|
+4,657
|
+13%
|
|
|
27
|
|
$784K
|
+$30.7K
|
+1,343
|
+4%
|
|
|
28
|
|
$662K
|
–
|
–
|
–
|
|
|
29
|
Raymond James & Associates
St Petersburg,
Florida
|
$604K
|
+$12.3K
|
+537
|
+2%
|
|
|
30
|
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
$524K
|
–
|
–
|
–
|
|
|
31
|
Parametric Portfolio Associates
Seattle,
Washington
|
$328K
|
-$93.7K
|
-4,095
|
-22%
|
|
|
32
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$277K
|
-$82.9K
|
-3,620
|
-23%
|
|
|
33
|
|
$194K
|
–
|
–
|
–
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$123K
|
–
|
–
|
–
|
|
|
35
|
MSI Financial Services
Springfield,
Massachusetts
|
$71K
|
+$25.2K
|
+1,099
|
+55%
|
|
|
36
|
American International Group
New York
|
$50.8K
|
–
|
–
|
–
|
|
|
37
|
D.A. Davidson & Co
Great Falls,
Montana
|
$46K
|
–
|
–
|
–
|
|
|
38
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$46K
|
–
|
–
|
–
|
|
|
39
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$46K
|
+$22.9K
|
+1,000
|
+100%
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$40K
|
+$28.6K
|
+1,250
|
+250%
|
|
|
41
|
Guggenheim Capital
Chicago,
Illinois
|
$33K
|
+$32.7K
|
+1,427
|
New
|
|
|
42
|
Westport Resources Management
Westport,
Connecticut
|
$23K
|
–
|
–
|
–
|
|
|
43
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15K
|
+$4.97K
|
+217
|
+52%
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12K
|
–
|
–
|
–
|
|
|
45
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$12K
|
–
|
–
|
–
|
|
|
46
|
Partnervest Advisory Services
Santa Barbara,
California
|
$11K
|
+$10.8K
|
+470
|
New
|
|
|
47
|
M&T Bank
Buffalo,
New York
|
$1K
|
–
|
–
|
–
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
$1K
|
+$961
|
+42
|
New
|
|
|
49
|
LPL Financial
San Diego,
California
|
–
|
-$217K
|
-10,075
|
Closed
|
|
|
50
|
Evercore Wealth Management
New York
|
–
|
-$11K
|
-500
|
Closed
|
|
