|
1
|
Magnolia Group
Omaha,
Nebraska
|
$238M
|
–
|
–
|
–
|
|
|
2
|
Red Cedar Capital
Omaha,
Nebraska
|
$14.2M
|
+$9.08M
|
+439,732
|
New
|
|
|
3
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$11.5M
|
–
|
–
|
–
|
|
|
4
|
AKRE Capital Management
Middleburg,
Virginia
|
$11.3M
|
–
|
–
|
–
|
|
|
5
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$9.97M
|
+$6.35M
|
+307,692
|
New
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$6M
|
+$1.86M
|
+90,296
|
+95%
|
|
|
7
|
Fenimore Asset Management
Cobleskill,
New York
|
$4.71M
|
+$3M
|
+145,340
|
New
|
|
|
8
|
Cowen Prime Advisors
New York
|
$2.99M
|
-$2.67M
|
-129,302
|
-58%
|
|
|
9
|
Moore Capital Management
New York
|
$1.62M
|
-$722K
|
-35,000
|
-41%
|
|
|
10
|
Shufro Rose & Co
New York
|
$1.44M
|
-$1.03M
|
-49,700
|
-53%
|
|
|
11
|
Millennium Management
New York
|
$1.29M
|
-$572K
|
-27,716
|
-41%
|
|
|
12
|
Geode Capital Management
Boston,
Massachusetts
|
$1.18M
|
+$309K
|
+14,956
|
+70%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$387K
|
+$247K
|
+11,950
|
New
|
|
|
14
|
|
$365K
|
+$198K
|
+9,595
|
+575%
|
|
|
15
|
Monashee Investment Management
Boston,
Massachusetts
|
$268K
|
–
|
–
|
–
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$257K
|
+$164K
|
+7,957
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$243K
|
+$155K
|
+7,496
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32K
|
–
|
–
|
–
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$32K
|
+$20.6K
|
+1,000
|
New
|
|
|
20
|
|
$12K
|
+$7.39K
|
+358
|
New
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10K
|
+$6.19K
|
+300
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4K
|
-$8.32K
|
-403
|
-75%
|
|
|
23
|
Glassman Wealth Services
Vienna,
Virginia
|
$3K
|
+$2.06K
|
+100
|
New
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3K
|
+$2.06K
|
+100
|
New
|
|
|
25
|
Alyeska Investment Group
Chicago,
Illinois
|
–
|
-$1.58M
|
-101,818
|
Closed
|
|
