|
1
|
|
$10.5M
|
-$233K
|
-8,121
|
-2%
|
|
|
2
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$3.25M
|
-$33.8K
|
-1,180
|
-1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3.23M
|
-$91.6K
|
-3,200
|
-3%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$3.22M
|
-$10K
|
-350
|
-0.3%
|
|
|
5
|
Icon Advisers
Greenwood Village,
Colorado
|
$2.6M
|
-$144K
|
-5,032
|
-5%
|
|
|
6
|
Shelton Capital Management
Denver,
Colorado
|
$2.6M
|
+$2.57M
|
+89,676
|
New
|
|
|
7
|
Infrastructure Capital Advisors
New York
|
$2.58M
|
+$2.55M
|
+88,949
|
New
|
|
|
8
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$2.26M
|
+$99.2K
|
+3,465
|
+5%
|
|
|
9
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$2.06M
|
+$215K
|
+7,509
|
+12%
|
|
|
10
|
Advisory Research
Chicago,
Illinois
|
$668K
|
–
|
–
|
–
|
|
|
11
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$608K
|
-$453K
|
-15,817
|
-43%
|
|
|
12
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$553K
|
+$40.9K
|
+1,429
|
+8%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$497K
|
-$16.3K
|
-569
|
-3%
|
|
|
14
|
|
$448K
|
+$47.2K
|
+1,649
|
+12%
|
|
|
15
|
EII Capital Management
New York
|
$290K
|
–
|
–
|
–
|
|
|
16
|
Schnieders Capital Management
Pasadena,
California
|
$256K
|
–
|
–
|
–
|
|
|
17
|
Focused Wealth Management
Newburgh,
New York
|
$218K
|
+$215K
|
+7,500
|
New
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$211K
|
–
|
–
|
–
|
|
|
19
|
Homrich & Berg
Atlanta,
Georgia
|
$201K
|
-$37.2K
|
-1,300
|
-16%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$128K
|
-$5.87K
|
-205
|
-4%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$45K
|
-$1.75K
|
-61
|
-4%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36K
|
–
|
–
|
–
|
|
|
23
|
Franklin Resources
San Mateo,
California
|
$19K
|
–
|
–
|
–
|
|
|
24
|
Nuveen
Charlotte,
North Carolina
|
$17K
|
–
|
–
|
–
|
|
|
25
|
|
$15K
|
–
|
–
|
–
|
|
