|
1
|
|
$14.2M
|
-$386K
|
-15,600
|
-3%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$3.38M
|
–
|
–
|
–
|
|
|
3
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$2.97M
|
+$12.4K
|
+500
|
+0.4%
|
|
|
4
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$2.6M
|
+$1.75M
|
+70,800
|
+201%
|
|
|
5
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.18M
|
-$76.7K
|
-3,100
|
-6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.09M
|
+$82.4K
|
+3,332
|
+8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$814K
|
+$42.1K
|
+1,700
|
+5%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$759K
|
–
|
–
|
–
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$646K
|
+$121K
|
+4,909
|
+23%
|
|
|
10
|
Advisory Research
Chicago,
Illinois
|
$563K
|
-$148K
|
-6,000
|
-21%
|
|
|
11
|
Schnieders Capital Management
Pasadena,
California
|
$352K
|
–
|
–
|
–
|
|
|
12
|
Spirit of America Management Corp
Syosset,
New York
|
$146K
|
–
|
–
|
–
|
|
|
13
|
North Star Investment Management
Chicago,
Illinois
|
$122K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$98K
|
+$30K
|
+1,212
|
+44%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$93K
|
–
|
–
|
–
|
|
|
16
|
American International Group
New York
|
$88K
|
-$7.42K
|
-300
|
-8%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$80K
|
–
|
–
|
–
|
|
|
18
|
First City Capital Management
Savannah,
Georgia
|
$24.5K
|
–
|
–
|
–
|
|
|
19
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$9K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$6K
|
-$24.7K
|
-1,000
|
-80%
|
|
|
21
|
Nuveen
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$12K
|
-500
|
Closed
|
|
|
23
|
Russell Frank Company
Seattle,
Washington
|
–
|
-$12K
|
-475
|
Closed
|
|
