|
1
|
|
$10.4M
|
+$867K
|
+34,409
|
+9%
|
|
|
2
|
Icon Advisers
Greenwood Village,
Colorado
|
$6.73M
|
+$485K
|
+19,231
|
+8%
|
|
|
3
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$5.3M
|
+$516K
|
+20,481
|
+11%
|
|
|
4
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$3.38M
|
+$1.24M
|
+49,279
|
+59%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.41M
|
-$204K
|
-8,110
|
-8%
|
|
|
6
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$2.16M
|
-$249K
|
-9,885
|
-10%
|
|
|
7
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$1.94M
|
-$111K
|
-4,411
|
-5%
|
|
|
8
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$1.9M
|
-$507K
|
-20,130
|
-21%
|
|
|
9
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$871K
|
-$11.8K
|
-467
|
-1%
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$640K
|
–
|
–
|
–
|
|
|
11
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$457K
|
–
|
–
|
–
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$419K
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$416K
|
+$74.6K
|
+2,961
|
+22%
|
|
|
14
|
Wolverine Asset Management
Chicago,
Illinois
|
$347K
|
-$89.3K
|
-3,543
|
-21%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$255K
|
-$19.6K
|
-779
|
-7%
|
|
|
16
|
|
$224K
|
-$370K
|
-14,668
|
-62%
|
|
|
17
|
Schnieders Capital Management
Pasadena,
California
|
$224K
|
–
|
–
|
–
|
|
|
18
|
HB Wealth Management
Atlanta,
Georgia
|
$208K
|
–
|
–
|
–
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$143K
|
–
|
–
|
–
|
|
|
20
|
Clearstead Advisors
Cleveland,
Ohio
|
$127K
|
+$126K
|
+5,000
|
New
|
|
|
21
|
Caldwell Sutter Capital
Sausalito,
California
|
$107K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$105K
|
–
|
–
|
–
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$62K
|
+$17.2K
|
+681
|
+39%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$52.6K
|
-$22.3K
|
-885
|
-30%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$51K
|
+$2.52K
|
+100
|
+5%
|
|
