|
26
|
SSI Investment Management
Los Angeles,
California
|
$2.75M
|
-$9.29M
|
-85,748
|
-77%
|
|
|
27
|
Citizens Business Bank
Ontario,
California
|
$2.69M
|
–
|
–
|
–
|
|
|
28
|
|
$2.6M
|
+$156K
|
+1,438
|
+6%
|
|
|
29
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$2.21M
|
-$520K
|
-4,800
|
-19%
|
|
|
30
|
|
$1.5M
|
+$35.4K
|
+327
|
+2%
|
|
|
31
|
Credit Suisse
Zurich,
Switzerland
|
$1.09M
|
–
|
–
|
–
|
|
|
32
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.09M
|
-$42.2K
|
-390
|
-4%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$983K
|
+$33.6K
|
+310
|
+4%
|
|
|
34
|
HUB Investment Partners
Austin,
Texas
|
$641K
|
–
|
–
|
–
|
|
|
35
|
Rockefeller Capital Management
New York
|
$471K
|
-$1.41K
|
-13
|
-0.3%
|
|
|
36
|
SEI Investments
Oaks,
Pennsylvania
|
$437K
|
–
|
–
|
–
|
|
|
37
|
American Century Companies
Kansas City,
Missouri
|
$276K
|
-$39.4K
|
-364
|
-13%
|
|
|
38
|
Nuveen
Charlotte,
North Carolina
|
$269K
|
–
|
–
|
–
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$246K
|
-$32.5K
|
-300
|
-12%
|
|
|
40
|
North Star Investment Management
Chicago,
Illinois
|
$114K
|
–
|
–
|
–
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$35K
|
-$16.1K
|
-149
|
-32%
|
|
|
42
|
Asset Dedication LLC
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
43
|
UMB Bank
Kansas City,
Missouri
|
$3K
|
+$2.92K
|
+27
|
New
|
|
|
44
|
Lord, Abbett & Co
Jersey City,
New Jersey
|
–
|
-$10.5M
|
-100,174
|
Closed
|
|
|
45
|
|
–
|
-$1.22M
|
-11,629
|
Closed
|
|
|
46
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$322K
|
-3,000
|
Closed
|
|
|
47
|
Connecticut Wealth Management
Farmington,
Connecticut
|
–
|
-$233K
|
-2,215
|
Closed
|
|
