|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$23.6M
|
–
|
–
|
–
|
|
|
2
|
|
$10.7M
|
–
|
–
|
–
|
|
|
3
|
Westwood Holdings Group
Dallas,
Texas
|
$8.8M
|
+$8.72M
|
+190,000
|
New
|
|
|
4
|
|
$7.27M
|
-$165K
|
-3,604
|
-2%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.2M
|
+$140K
|
+3,050
|
+7%
|
|
|
6
|
LDR Capital Management
New York
|
$2.16M
|
+$598K
|
+13,028
|
+39%
|
|
|
7
|
Infrastructure Capital Advisors
New York
|
$1.96M
|
+$164K
|
+3,584
|
+9%
|
|
|
8
|
Nuveen
Charlotte,
North Carolina
|
$1.17M
|
–
|
–
|
–
|
|
|
9
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$1.14M
|
-$110K
|
-2,405
|
-9%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$950K
|
+$18.6K
|
+406
|
+2%
|
|
|
12
|
Wolverine Asset Management
Chicago,
Illinois
|
$764K
|
+$171K
|
+3,728
|
+29%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$638K
|
+$13.9K
|
+303
|
+2%
|
|
|
14
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$612K
|
-$30.5K
|
-665
|
-5%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$499K
|
-$2.75K
|
-60
|
-0.6%
|
|
|
16
|
North Star Investment Management
Chicago,
Illinois
|
$394K
|
–
|
–
|
–
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$264K
|
–
|
–
|
–
|
|
|
18
|
|
$151K
|
-$184K
|
-4,018
|
-55%
|
|
|
19
|
|
$106K
|
+$8.12K
|
+177
|
+8%
|
|
|
20
|
Daiwa Securities Group
Tokyo,
Japan
|
$95K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
–
|
–
|
–
|
|
|
22
|
NBT Bank
Norwich,
New York
|
–
|
-$4.56K
|
-100
|
Closed
|
|
