|
1
|
|
$10.7M
|
-$851K
|
-29,640
|
-7%
|
|
|
2
|
Infrastructure Capital Advisors
New York
|
$7.4M
|
+$7.71M
|
+268,700
|
New
|
|
|
3
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$3.15M
|
+$726K
|
+25,283
|
+28%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.98M
|
-$19.6K
|
-683
|
-0.6%
|
|
|
5
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$2.69M
|
+$2.8M
|
+97,669
|
New
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$2.2M
|
-$273K
|
-9,500
|
-11%
|
|
|
7
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$2.11M
|
+$8.9K
|
+310
|
+0.4%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.26M
|
-$121K
|
-4,217
|
-8%
|
|
|
9
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$1.04M
|
+$1.08M
|
+37,674
|
New
|
|
|
10
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$897K
|
+$63.5K
|
+2,214
|
+7%
|
|
|
11
|
|
$865K
|
-$5.05K
|
-176
|
-0.6%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$541K
|
-$86.4K
|
-3,009
|
-13%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$502K
|
-$11.7K
|
-407
|
-2%
|
|
|
14
|
Advisory Research
Chicago,
Illinois
|
$410K
|
–
|
–
|
–
|
|
|
15
|
Wolverine Asset Management
Chicago,
Illinois
|
$378K
|
+$395K
|
+13,744
|
New
|
|
|
16
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$257K
|
–
|
–
|
–
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$247K
|
–
|
–
|
–
|
|
|
18
|
Schnieders Capital Management
Pasadena,
California
|
$243K
|
+$253K
|
+8,805
|
New
|
|
|
19
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$220K
|
–
|
–
|
–
|
|
|
20
|
Roosevelt Investment Group
New York
|
$216K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$199K
|
–
|
–
|
–
|
|
|
22
|
Franklin Resources
San Mateo,
California
|
$156K
|
+$162K
|
+5,645
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$52K
|
-$65.9K
|
-2,295
|
-55%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$48K
|
-$110K
|
-3,815
|
-69%
|
|
|
25
|
Evermay Wealth Management
Arlington,
Virginia
|
$38K
|
–
|
–
|
–
|
|
