|
1
|
LDR Capital Management
New York
|
$12.9M
|
+$670K
|
+13,699
|
+5%
|
|
|
2
|
Forward Management
San Francisco,
California
|
$9.51M
|
-$191K
|
-3,907
|
-2%
|
|
|
3
|
Infrastructure Capital Advisors
New York
|
$7.8M
|
+$212K
|
+4,326
|
+2%
|
|
|
4
|
Cutler Capital Management
Worcester,
Massachusetts
|
$2.9M
|
+$1.1M
|
+22,436
|
+51%
|
|
|
5
|
DigitalBridge Group
Boca Raton,
Florida
|
$2.41M
|
–
|
–
|
–
|
|
|
6
|
Skaana Management
Brooklyn,
New York
|
$2.41M
|
-$2.51M
|
-51,247
|
-48%
|
|
|
7
|
Principal Financial Group
Des Moines,
Iowa
|
$2.34M
|
-$14.7K
|
-300
|
-0.6%
|
|
|
8
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$1.98M
|
+$223K
|
+4,549
|
+11%
|
|
|
9
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.58M
|
+$239K
|
+4,892
|
+16%
|
|
|
10
|
|
$1.07M
|
+$215K
|
+4,402
|
+22%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$983K
|
+$402K
|
+8,225
|
+58%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$557K
|
+$79.3K
|
+1,620
|
+15%
|
|
|
13
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$453K
|
–
|
–
|
–
|
|
|
14
|
Chilton Capital Management
Houston,
Texas
|
$418K
|
–
|
–
|
–
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$241K
|
+$269K
|
+5,500
|
New
|
|
|
16
|
Daiwa Securities Group
Tokyo,
Japan
|
$193K
|
+$215K
|
+4,402
|
New
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$66K
|
–
|
–
|
–
|
|
|
18
|
|
$60K
|
+$4.11K
|
+84
|
+7%
|
|
|
19
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$35K
|
–
|
–
|
–
|
|
|
20
|
Wolverine Asset Management
Chicago,
Illinois
|
$21K
|
-$40.5K
|
-827
|
-63%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$19K
|
–
|
–
|
–
|
|
|
22
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$13K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$731K
|
-15,300
|
Closed
|
|
|
24
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
–
|
-$76K
|
-1,585
|
Closed
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$47K
|
-982
|
Closed
|
|
