|
1
|
|
$16.4M
|
-$654K
|
-25,000
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$3.85M
|
+$216K
|
+8,257
|
+6%
|
|
|
3
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$3.73M
|
-$68.9K
|
-2,635
|
-2%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$3.14M
|
+$65.4K
|
+2,500
|
+2%
|
|
|
5
|
Daiwa Securities Group
Tokyo,
Japan
|
$2.62M
|
-$654K
|
-25,000
|
-20%
|
|
|
6
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$2.28M
|
-$70.8K
|
-2,705
|
-3%
|
|
|
7
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$1.02M
|
–
|
–
|
–
|
|
|
8
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$928K
|
-$228K
|
-8,700
|
-20%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$904K
|
+$42.6K
|
+1,630
|
+5%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$855K
|
+$6.17K
|
+236
|
+0.7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$824K
|
+$47.5K
|
+1,814
|
+6%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$820K
|
–
|
–
|
–
|
|
|
13
|
Advisory Research
Chicago,
Illinois
|
$612K
|
–
|
–
|
–
|
|
|
14
|
|
$592K
|
-$10.5K
|
-400
|
-2%
|
|
|
15
|
Schnieders Capital Management
Pasadena,
California
|
$437K
|
+$3.92K
|
+150
|
+0.9%
|
|
|
16
|
Spirit of America Management Corp
Syosset,
New York
|
$160K
|
–
|
–
|
–
|
|
|
17
|
North Star Investment Management
Chicago,
Illinois
|
$133K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$88K
|
–
|
–
|
–
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$67K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$28K
|
-$5.21K
|
-199
|
-16%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$27K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26K
|
–
|
–
|
–
|
|
|
23
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$21K
|
+$20.9K
|
+800
|
New
|
|
|
24
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
25
|
Nuveen
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
