|
1
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$114M
|
+$27.5M
|
+450,681
|
+32%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$37.1M
|
-$5.7M
|
-93,546
|
-13%
|
|
|
3
|
Wind River Trust Company
Jackson,
Wyoming
|
$32.8M
|
+$32.8M
|
+537,675
|
New
|
|
|
4
|
|
$20.2M
|
+$5.19M
|
+85,247
|
+35%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$15.5M
|
+$2.27M
|
+37,231
|
+17%
|
|
|
6
|
Forward Management
San Francisco,
California
|
$12.2M
|
–
|
–
|
–
|
|
|
7
|
|
$11.5M
|
+$4.24M
|
+69,613
|
+58%
|
|
|
8
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.79M
|
+$6.79M
|
+111,500
|
New
|
|
|
9
|
Capital One National Association
New York
|
$5.32M
|
+$1.74M
|
+28,592
|
+49%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$4.74M
|
+$150K
|
+2,454
|
+3%
|
|
|
11
|
SII Investments
Appleton,
Wisconsin
|
$4.34M
|
+$642K
|
+10,532
|
+17%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$3.87M
|
-$1.17M
|
-19,150
|
-23%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.35M
|
-$7.99M
|
-131,135
|
-77%
|
|
|
14
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.66M
|
-$35.4K
|
-581
|
-2%
|
|
|
15
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.26M
|
-$14.1K
|
-231
|
-1%
|
|
|
16
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.26M
|
-$63.4K
|
-1,040
|
-5%
|
|
|
17
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1.24M
|
+$388K
|
+6,376
|
+46%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.18M
|
+$134K
|
+2,193
|
+13%
|
|
|
19
|
Parkside Advisors
Berkeley,
California
|
$1.16M
|
+$524K
|
+8,600
|
+82%
|
|
|
20
|
Suntrust Banks
Atlanta,
Georgia
|
$1.04M
|
–
|
–
|
–
|
|
|
21
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$1.01M
|
-$505K
|
-8,296
|
-33%
|
|
|
22
|
City National Bank
Beverly Hills,
Delaware
|
$890K
|
-$157K
|
-2,576
|
-15%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$828K
|
-$194K
|
-3,181
|
-19%
|
|
|
24
|
WesBanco Bank
Wheeling,
West Virginia
|
$782K
|
–
|
–
|
–
|
|
|
25
|
NWAM LLC
Mercer Island,
Washington
|
$575K
|
-$47K
|
-772
|
-8%
|
|
