|
1
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$2.58M
|
-$1.02M
|
-80,361
|
-27%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$946K
|
+$982K
|
+77,694
|
New
|
|
|
3
|
Cubic Asset Management
Boston,
Massachusetts
|
$778K
|
-$45.5K
|
-3,600
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$664K
|
–
|
–
|
–
|
|
|
5
|
William Blair & Company
Chicago,
Illinois
|
$516K
|
-$11.7K
|
-925
|
-2%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$264K
|
–
|
–
|
–
|
|
|
7
|
GSA Capital Partners
London,
United Kingdom
|
$210K
|
-$36.4K
|
-2,876
|
-14%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$203K
|
–
|
–
|
–
|
|
|
9
|
|
$148K
|
-$4.94K
|
-391
|
-3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$122K
|
+$113K
|
+8,938
|
+842%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$110K
|
–
|
–
|
–
|
|
|
12
|
Equitec Specialists
Chicago,
Illinois
|
$66K
|
–
|
–
|
–
|
|
|
13
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$24K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$18K
|
+$16.9K
|
+1,333
|
+966%
|
|
|
15
|
|
$7K
|
+$253
|
+20
|
+4%
|
|
|
16
|
|
$2K
|
-$11.4K
|
-905
|
-82%
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$1K
|
-$12.1K
|
-958
|
-95%
|
|
|
18
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
19
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1K
|
+$632
|
+50
|
New
|
|
|
20
|
SignatureFD
Atlanta,
Georgia
|
$1K
|
+$632
|
+50
|
New
|
|
|
21
|
Yorktown Management & Research Company
Forest,
Virginia
|
–
|
-$383K
|
-30,000
|
Closed
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$138K
|
-10,811
|
Closed
|
|
|
23
|
BlackRock Investment Management
Wilmington,
Delaware
|
–
|
-$13K
|
-1,000
|
Closed
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$4K
|
-315
|
Closed
|
|
