|
1
|
|
$14.6M
|
+$6.68M
|
+274,203
|
+87%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$3.42M
|
–
|
–
|
–
|
|
|
3
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$2.32M
|
+$141K
|
+5,800
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.21M
|
-$884K
|
-36,273
|
-42%
|
|
|
5
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.01M
|
+$632K
|
+25,940
|
+169%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$808K
|
+$12.8K
|
+525
|
+2%
|
|
|
7
|
Advisory Research
Chicago,
Illinois
|
$760K
|
–
|
–
|
–
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$701K
|
+$692K
|
+28,414
|
New
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$525K
|
+$307K
|
+12,607
|
+143%
|
|
|
10
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$432K
|
+$195K
|
+8,000
|
+83%
|
|
|
11
|
Schnieders Capital Management
Pasadena,
California
|
$344K
|
+$41.7K
|
+1,710
|
+14%
|
|
|
12
|
Spirit of America Management Corp
Syosset,
New York
|
$148K
|
–
|
–
|
–
|
|
|
13
|
North Star Investment Management
Chicago,
Illinois
|
$123K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$104K
|
–
|
–
|
–
|
|
|
15
|
American International Group
New York
|
$103K
|
+$8.7K
|
+357
|
+9%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$80K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$68K
|
-$35K
|
-1,438
|
-34%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$31K
|
–
|
–
|
–
|
|
|
19
|
First City Capital Management
Savannah,
Georgia
|
$24.5K
|
–
|
–
|
–
|
|
|
20
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$18K
|
+$9.75K
|
+400
|
+100%
|
|
|
21
|
|
$15K
|
-$5.65K
|
-232
|
-28%
|
|
|
22
|
Synovus Financial
Columbus,
Georgia
|
$12K
|
+$12.2K
|
+500
|
New
|
|
|
23
|
BlackRock Fund Advisors
San Francisco,
California
|
–
|
-$8.88M
|
-369,749
|
Closed
|
|
|
24
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
–
|
-$10K
|
-425
|
Closed
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$8K
|
-315
|
Closed
|
|
