|
1
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$2.16M
|
-$704K
|
-55,422
|
-26%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$990K
|
-$72.5K
|
-5,708
|
-7%
|
|
|
3
|
Cubic Asset Management
Boston,
Massachusetts
|
$773K
|
-$97.5K
|
-7,675
|
-12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$750K
|
–
|
–
|
–
|
|
|
5
|
William Blair & Company
Chicago,
Illinois
|
$643K
|
+$55.8K
|
+4,391
|
+10%
|
|
|
6
|
Shelton Capital Management
Denver,
Colorado
|
$494K
|
+$456K
|
+35,910
|
New
|
|
|
7
|
|
$420K
|
+$388K
|
+30,572
|
New
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$298K
|
–
|
–
|
–
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$275K
|
+$254K
|
+20,000
|
New
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$230K
|
–
|
–
|
–
|
|
|
11
|
GSA Capital Partners
London,
United Kingdom
|
$228K
|
-$7.92K
|
-624
|
-4%
|
|
|
12
|
|
$213K
|
+$194K
|
+15,297
|
+7,535%
|
|
|
13
|
Acrospire Investment Management
Chicago,
Illinois
|
$131K
|
+$121K
|
+9,525
|
New
|
|
|
14
|
|
$124K
|
-$40.5K
|
-3,187
|
-26%
|
|
|
15
|
Equitec Specialists
Chicago,
Illinois
|
$75K
|
–
|
–
|
–
|
|
|
16
|
|
$15K
|
+$6.58K
|
+518
|
+93%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$11K
|
-$106K
|
-8,331
|
-92%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$8K
|
-$11.1K
|
-877
|
-60%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7K
|
+$6.35K
|
+500
|
New
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$2K
|
+$1.38K
|
+109
|
+202%
|
|
|
21
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$122K
|
-10,000
|
Closed
|
|
|
23
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$24K
|
-2,000
|
Closed
|
|
|
24
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
–
|
-$1K
|
-50
|
Closed
|
|
|
25
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$1K
|
-50
|
Closed
|
|
