|
1
|
|
$14.6M
|
+$242K
|
+9,861
|
+2%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$3.35M
|
-$73.5K
|
-3,000
|
-2%
|
|
|
3
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$2.94M
|
+$643K
|
+26,252
|
+28%
|
|
|
4
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.25M
|
+$242K
|
+9,861
|
+24%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1M
|
-$204K
|
-8,314
|
-17%
|
|
|
6
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$856K
|
+$431K
|
+17,600
|
+100%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$779K
|
-$20.3K
|
-830
|
-3%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$760K
|
+$69.2K
|
+2,823
|
+10%
|
|
|
9
|
Advisory Research
Chicago,
Illinois
|
$706K
|
-$49K
|
-2,000
|
-6%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$522K
|
+$1.23K
|
+50
|
+0.2%
|
|
|
11
|
Schnieders Capital Management
Pasadena,
California
|
$349K
|
+$7.35K
|
+300
|
+2%
|
|
|
12
|
Spirit of America Management Corp
Syosset,
New York
|
$146K
|
–
|
–
|
–
|
|
|
13
|
North Star Investment Management
Chicago,
Illinois
|
$122K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$97K
|
–
|
–
|
–
|
|
|
15
|
American International Group
New York
|
$95.1K
|
-$7.35K
|
-300
|
-7%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$80K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$67K
|
+$808
|
+33
|
+1%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$30K
|
–
|
–
|
–
|
|
|
19
|
First City Capital Management
Savannah,
Georgia
|
$24.3K
|
–
|
–
|
–
|
|
|
20
|
Synovus Financial
Columbus,
Georgia
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Russell Frank Company
Seattle,
Washington
|
$12K
|
+$11.6K
|
+475
|
New
|
|
|
22
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$9K
|
-$9.8K
|
-400
|
-50%
|
|
|
23
|
|
–
|
-$15K
|
-611
|
Closed
|
|
