|
1
|
|
$11.1M
|
-$205K
|
-8,116
|
-2%
|
|
|
2
|
Icon Advisers
Greenwood Village,
Colorado
|
$9.57M
|
-$188K
|
-7,440
|
-2%
|
|
|
3
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$5.57M
|
+$22.3K
|
+886
|
+0.4%
|
|
|
4
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$2.67M
|
-$434K
|
-17,209
|
-14%
|
|
|
5
|
Maren Capital
Chicago,
Illinois
|
$2.15M
|
+$206K
|
+8,171
|
+11%
|
|
|
6
|
DigitalBridge Group
Boca Raton,
Florida
|
$2.13M
|
+$1.24M
|
+49,103
|
+137%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.08M
|
-$73.6K
|
-2,920
|
-3%
|
|
|
8
|
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
$1.98M
|
+$1.62M
|
+64,118
|
New
|
|
|
9
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.95M
|
-$46.7K
|
-1,852
|
-2%
|
|
|
10
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$1.83M
|
-$42.1K
|
-1,670
|
-2%
|
|
|
11
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$1.76M
|
-$30.7K
|
-1,218
|
-2%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.01M
|
+$422K
|
+16,748
|
+71%
|
|
|
13
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$945K
|
+$23.3K
|
+926
|
+3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$719K
|
+$234K
|
+9,280
|
+48%
|
|
|
15
|
Nuveen
Charlotte,
North Carolina
|
$660K
|
-$479
|
-19
|
-0.1%
|
|
|
16
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$450K
|
–
|
–
|
–
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$343K
|
+$346K
|
+13,736
|
New
|
|
|
18
|
Schnieders Capital Management
Pasadena,
California
|
$220K
|
–
|
–
|
–
|
|
|
19
|
HB Wealth Management
Atlanta,
Georgia
|
$206K
|
+$555
|
+22
|
+0.3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$181K
|
-$2.57K
|
-102
|
-1%
|
|
|
21
|
|
$154K
|
-$50.4K
|
-2,000
|
-25%
|
|
|
22
|
Wolverine Asset Management
Chicago,
Illinois
|
$152K
|
-$70K
|
-2,778
|
-31%
|
|
|
23
|
Franklin Resources
San Mateo,
California
|
$141K
|
–
|
–
|
–
|
|
|
24
|
Caldwell Sutter Capital
Sausalito,
California
|
$105K
|
–
|
–
|
–
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$60.5K
|
+$25
|
+1
|
+0%
|
|
