|
1
|
|
$16.3M
|
+$850K
|
+31,655
|
+6%
|
|
|
2
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$4.07M
|
-$71.7K
|
-2,670
|
-2%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$3.29M
|
-$126K
|
-4,700
|
-4%
|
|
|
4
|
Daiwa Securities Group
Tokyo,
Japan
|
$2.94M
|
+$1.17M
|
+43,696
|
+68%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.57M
|
+$188K
|
+6,991
|
+14%
|
|
|
6
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$1.13M
|
+$110K
|
+4,095
|
+11%
|
|
|
7
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$863K
|
+$856K
|
+31,877
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$861K
|
+$215
|
+8
|
+0%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$846K
|
–
|
–
|
–
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$825K
|
–
|
–
|
–
|
|
|
11
|
Emerald Acquisition
Seattle,
Washington
|
$680K
|
+$674K
|
+25,116
|
New
|
|
|
12
|
Lebenthal Asset Management
New York
|
$654K
|
+$7.79K
|
+290
|
+1%
|
|
|
13
|
Advisory Research
Chicago,
Illinois
|
$623K
|
–
|
–
|
–
|
|
|
14
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$589K
|
+$422K
|
+15,700
|
+260%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$541K
|
+$536K
|
+19,955
|
New
|
|
|
16
|
|
$491K
|
-$128K
|
-4,750
|
-21%
|
|
|
17
|
Schnieders Capital Management
Pasadena,
California
|
$416K
|
–
|
–
|
–
|
|
|
18
|
Spirit of America Management Corp
Syosset,
New York
|
$163K
|
–
|
–
|
–
|
|
|
19
|
North Star Investment Management
Chicago,
Illinois
|
$136K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$110K
|
-$15.2K
|
-566
|
-12%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$88K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$68K
|
-$16.3K
|
-607
|
-20%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
24
|
Nuveen
Charlotte,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
