|
1
|
|
$15.8M
|
+$589K
|
+22,390
|
+4%
|
|
|
2
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$3.7M
|
-$148K
|
-5,620
|
-4%
|
|
|
3
|
Daiwa Securities Group
Tokyo,
Japan
|
$3.31M
|
+$552K
|
+21,009
|
+19%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$2.99M
|
-$113K
|
-4,300
|
-4%
|
|
|
5
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$1.59M
|
+$802K
|
+30,505
|
+96%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.44M
|
-$43.9K
|
-1,669
|
-3%
|
|
|
7
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$965K
|
-$99.8K
|
-3,795
|
-9%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$792K
|
–
|
–
|
–
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$784K
|
+$5.26K
|
+200
|
+0.7%
|
|
|
10
|
Lebenthal Asset Management
New York
|
$736K
|
+$122K
|
+4,625
|
+19%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$721K
|
-$95.1K
|
-3,617
|
-11%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$717K
|
+$212K
|
+8,071
|
+40%
|
|
|
13
|
Russell Investments Group
London,
United Kingdom
|
$645K
|
+$660K
|
+25,116
|
New
|
|
|
14
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$641K
|
+$86.8K
|
+3,300
|
+15%
|
|
|
15
|
Advisory Research
Chicago,
Illinois
|
$588K
|
–
|
–
|
–
|
|
|
16
|
|
$500K
|
+$37.9K
|
+1,441
|
+8%
|
|
|
17
|
Schnieders Capital Management
Pasadena,
California
|
$416K
|
+$23.7K
|
+900
|
+6%
|
|
|
18
|
Spirit of America Management Corp
Syosset,
New York
|
$152K
|
–
|
–
|
–
|
|
|
19
|
North Star Investment Management
Chicago,
Illinois
|
$128K
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$84K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$75K
|
-$30.1K
|
-1,144
|
-28%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$64K
|
–
|
–
|
–
|
|
|
23
|
Wolverine Asset Management
Chicago,
Illinois
|
$43K
|
+$44.2K
|
+1,682
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
–
|
–
|
–
|
|
|
25
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$8K
|
+$7.89K
|
+300
|
New
|
|
