|
1
|
|
$10.3M
|
-$5.21M
|
-200,000
|
-34%
|
|
|
2
|
Icon Advisers
Greenwood Village,
Colorado
|
$6.87M
|
-$534K
|
-20,478
|
-7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.95M
|
-$65.5K
|
-2,512
|
-2%
|
|
|
4
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$3.31M
|
-$74.2K
|
-2,845
|
-2%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$3.26M
|
–
|
–
|
–
|
|
|
6
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$2.88M
|
+$268K
|
+10,275
|
+10%
|
|
|
7
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.42M
|
-$626K
|
-24,000
|
-31%
|
|
|
8
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$1.31M
|
-$7.04K
|
-270
|
-0.5%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$960K
|
+$88.9K
|
+3,409
|
+10%
|
|
|
10
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$866K
|
–
|
–
|
–
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$819K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$737K
|
-$16.7K
|
-641
|
-2%
|
|
|
13
|
Advisory Research
Chicago,
Illinois
|
$603K
|
–
|
–
|
–
|
|
|
14
|
|
$584K
|
–
|
–
|
–
|
|
|
15
|
Schnieders Capital Management
Pasadena,
California
|
$410K
|
-$3.91K
|
-150
|
-0.9%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$340K
|
+$339K
|
+13,000
|
New
|
|
|
17
|
EII Capital Management
New York
|
$255K
|
+$261K
|
+10,000
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$203K
|
+$36.5K
|
+1,400
|
+22%
|
|
|
19
|
Western Standard LLC
Los Angeles,
California
|
$167K
|
+$7.77K
|
+298
|
+5%
|
|
|
20
|
Spirit of America Management Corp
Syosset,
New York
|
$157K
|
–
|
–
|
–
|
|
|
21
|
North Star Investment Management
Chicago,
Illinois
|
$131K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$98K
|
+$8.5K
|
+326
|
+10%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$86K
|
–
|
–
|
–
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$65K
|
–
|
–
|
–
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$24K
|
-$2.61K
|
-100
|
-10%
|
|
