|
26
|
Citizens Business Bank
Ontario,
California
|
$2.17M
|
–
|
–
|
–
|
|
|
27
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$1.78M
|
–
|
–
|
–
|
|
|
28
|
Hiddenite Capital Partners
New York
|
$1.57M
|
+$1.77M
|
+17,900
|
New
|
|
|
29
|
Credit Suisse
Zurich,
Switzerland
|
$879K
|
–
|
–
|
–
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$868K
|
+$86K
|
+870
|
+10%
|
|
|
31
|
HUB Investment Partners
Austin,
Texas
|
$516K
|
–
|
–
|
–
|
|
|
32
|
SEI Investments
Oaks,
Pennsylvania
|
$352K
|
–
|
–
|
–
|
|
|
33
|
American Century Companies
Kansas City,
Missouri
|
$329K
|
+$121K
|
+1,224
|
+48%
|
|
|
34
|
Rockefeller Capital Management
New York
|
$292K
|
-$98.9K
|
-1,000
|
-23%
|
|
|
35
|
|
$236K
|
-$2.09M
|
-21,117
|
-89%
|
|
|
36
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$228K
|
+$257K
|
+2,595
|
New
|
|
|
37
|
Nuveen
Charlotte,
North Carolina
|
$224K
|
–
|
–
|
–
|
|
|
38
|
North Star Investment Management
Chicago,
Illinois
|
$92K
|
–
|
–
|
–
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$68K
|
-$146K
|
-1,479
|
-66%
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$25K
|
-$3.06K
|
-31
|
-10%
|
|
|
41
|
Barclays
London,
United Kingdom
|
$8K
|
+$8.9K
|
+90
|
New
|
|
|
42
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$7K
|
+$8.01K
|
+81
|
New
|
|
|
43
|
Asset Dedication LLC
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
44
|
|
–
|
-$10.1M
|
-92,110
|
Closed
|
|
|
45
|
Mirae Asset Global Investments
Seoul,
South Korea
|
–
|
-$7.61M
|
-69,651
|
Closed
|
|
|
46
|
|
–
|
-$1.5M
|
-13,780
|
Closed
|
|
|
47
|
Calamos Wealth Management
Naperville,
Illinois
|
–
|
-$1.09M
|
-9,949
|
Closed
|
|
|
48
|
UMB Bank
Kansas City,
Missouri
|
–
|
-$3K
|
-27
|
Closed
|
|
|
49
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$99
|
+1
|
New
|
|
