|
1
|
Icon Advisers
Greenwood Village,
Colorado
|
$18.9M
|
+$9.09M
|
+361,599
|
+94%
|
|
|
2
|
|
$11.2M
|
+$295K
|
+11,712
|
+3%
|
|
|
3
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$5.47M
|
-$148K
|
-5,900
|
-3%
|
|
|
4
|
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
$2.59M
|
-$2.64K
|
-105
|
-0.1%
|
|
|
5
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$2.5M
|
-$148K
|
-5,869
|
-6%
|
|
|
6
|
Maren Capital
Chicago,
Illinois
|
$2.41M
|
+$84.2K
|
+3,348
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.93M
|
-$51.6K
|
-2,053
|
-3%
|
|
|
8
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$1.91M
|
+$16.5K
|
+655
|
+0.9%
|
|
|
9
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.87M
|
-$21.4K
|
-850
|
-1%
|
|
|
10
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$1.62M
|
-$51.1K
|
-2,032
|
-3%
|
|
|
11
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$957K
|
+$10K
|
+399
|
+1%
|
|
|
12
|
|
$797K
|
+$794K
|
+31,580
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$733K
|
-$42.3K
|
-1,682
|
-5%
|
|
|
14
|
Nuveen
Charlotte,
North Carolina
|
$666K
|
–
|
–
|
–
|
|
|
15
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$659K
|
+$6.76K
|
+269
|
+1%
|
|
|
16
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$455K
|
–
|
–
|
–
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$373K
|
-$13K
|
-518
|
-3%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$242K
|
+$241K
|
+9,588
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$165K
|
-$12.9K
|
-513
|
-7%
|
|
|
20
|
|
$150K
|
–
|
–
|
–
|
|
|
21
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$130K
|
+$7.54K
|
+300
|
+6%
|
|
|
22
|
Caldwell Sutter Capital
Sausalito,
California
|
$106K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$79.5K
|
-$5.03K
|
-200
|
-6%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$62.4K
|
+$101
|
+4
|
+0.2%
|
|
|
25
|
Evermay Wealth Management
Arlington,
Virginia
|
$59.1K
|
–
|
–
|
–
|
|
