|
1
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$6.75M
|
+$3.4M
|
+194,813
|
+100%
|
|
|
2
|
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
$5.35M
|
-$313K
|
-17,914
|
-5%
|
|
|
3
|
Fenimore Asset Management
Cobleskill,
New York
|
$5.1M
|
+$555K
|
+31,800
|
+12%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$4.71M
|
-$34.9K
|
-2,000
|
-0.7%
|
|
|
5
|
Oxbow Advisors
Austin,
Texas
|
$1.55M
|
+$125K
|
+7,135
|
+9%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.2M
|
-$1.7M
|
-97,464
|
-58%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$1.18M
|
-$515K
|
-29,502
|
-30%
|
|
|
8
|
BB&T Securities
Richmond,
Virginia
|
$777K
|
+$157K
|
+9,000
|
+25%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$692K
|
–
|
–
|
–
|
|
|
10
|
Trellus Management Company
Delray Beach,
Florida
|
$674K
|
–
|
–
|
–
|
|
|
11
|
Oppenheimer & Co
New York
|
$585K
|
+$58.5K
|
+3,350
|
+11%
|
|
|
12
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$181K
|
-$45.4K
|
-2,600
|
-20%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73K
|
+$19.5K
|
+1,120
|
+36%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$40K
|
+$12.1K
|
+695
|
+42%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$35K
|
+$34.9K
|
+2,000
|
New
|
|
|
16
|
Tower Research Capital (TRC)
New York
|
$21K
|
+$20.7K
|
+1,187
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$9K
|
-$30.2K
|
-1,733
|
-77%
|
|
|
18
|
B. Riley Wealth Management
Memphis,
Tennessee
|
–
|
-$26K
|
-1,452
|
Closed
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
–
|
+$17
|
+1
|
New
|
|
