|
1
|
BlackRock Fund Advisors
San Francisco,
California
|
$8.88M
|
+$9M
|
+369,749
|
New
|
|
|
2
|
|
$7.61M
|
+$152K
|
+6,243
|
+2%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$3.38M
|
+$195K
|
+8,000
|
+6%
|
|
|
4
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$2.13M
|
+$326K
|
+13,410
|
+18%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.06M
|
-$1.38M
|
-56,607
|
-40%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$774K
|
+$37.8K
|
+1,554
|
+5%
|
|
|
7
|
Advisory Research
Chicago,
Illinois
|
$745K
|
–
|
–
|
–
|
|
|
8
|
Daiwa Securities Group
Tokyo,
Japan
|
$369K
|
+$109K
|
+4,475
|
+41%
|
|
|
9
|
Schnieders Capital Management
Pasadena,
California
|
$297K
|
+$300K
|
+12,345
|
New
|
|
|
10
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$231K
|
+$234K
|
+9,600
|
New
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$211K
|
+$101K
|
+4,152
|
+89%
|
|
|
12
|
Spirit of America Management Corp
Syosset,
New York
|
$144K
|
–
|
–
|
–
|
|
|
13
|
North Star Investment Management
Chicago,
Illinois
|
$120K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$100K
|
+$101K
|
+4,170
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$96K
|
–
|
–
|
–
|
|
|
16
|
American International Group
New York
|
$92.5K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$78K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$30K
|
–
|
–
|
–
|
|
|
19
|
First City Capital Management
Savannah,
Georgia
|
$24K
|
–
|
–
|
–
|
|
|
20
|
|
$20K
|
-$5.23K
|
-215
|
-20%
|
|
|
21
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$10K
|
+$10.3K
|
+425
|
New
|
|
|
22
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$9K
|
–
|
–
|
–
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$8K
|
+$7.67K
|
+315
|
New
|
|
|
24
|
Barclays
London,
United Kingdom
|
$2K
|
+$2K
|
+82
|
New
|
|
|
25
|
CSS LLC
Chicago,
Illinois
|
–
|
-$335K
|
-13,992
|
Closed
|
|
