|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.02M
|
–
|
–
|
–
|
|
|
2
|
22NW LP
Seattle,
Washington
|
$4.11M
|
–
|
–
|
–
|
|
|
3
|
Adalta Capital Management
New York
|
$3.89M
|
+$761K
|
+20,800
|
+23%
|
|
|
4
|
|
$2.64M
|
-$23.9K
|
-652
|
-0.9%
|
|
|
5
|
American Financial Group
Cincinnati,
Ohio
|
$2.24M
|
–
|
–
|
–
|
|
|
6
|
Legal & General Group
London,
United Kingdom
|
$578K
|
–
|
–
|
–
|
|
|
7
|
Almitas Capital
Santa Monica,
California
|
$535K
|
-$3.09M
|
-84,340
|
-85%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$501K
|
–
|
–
|
–
|
|
|
9
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$383K
|
-$8.05K
|
-220
|
-2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$99K
|
-$31K
|
-847
|
-23%
|
|
|
11
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$86K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$73K
|
+$54.1K
|
+1,478
|
+244%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$11K
|
–
|
–
|
–
|
|
|
14
|
Rockefeller Capital Management
New York
|
$5K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
–
|
-$135K
|
-3,700
|
Closed
|
|
|
17
|
Retirement Group
San Diego,
California
|
–
|
-$63.5K
|
-1,736
|
-100%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$4K
|
-135
|
Closed
|
|
