|
1
|
John W. Bristol & Co
New York
|
$132M
|
+$132M
|
+3,012,621
|
New
|
|
|
2
|
Thompson Investment Management
Madison,
Wisconsin
|
$3.94M
|
–
|
–
|
–
|
|
|
3
|
RhumbLine Advisers
Boston,
Massachusetts
|
$1.53M
|
+$347K
|
+7,890
|
+29%
|
|
|
4
|
Hantz Financial Services
Southfield,
Michigan
|
$1.14M
|
-$79.1K
|
-1,799
|
-6%
|
|
|
5
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$890K
|
–
|
–
|
–
|
|
|
6
|
Sterling Capital Management
Charlotte,
North Carolina
|
$890K
|
-$51.5K
|
-1,163
|
-5%
|
|
|
7
|
Henry James International Management
New York
|
$565K
|
-$1.57M
|
-35,510
|
-74%
|
|
|
8
|
NBC Securities
Birmingham,
Alabama
|
$223K
|
–
|
–
|
–
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$203K
|
+$203K
|
+4,621
|
New
|
|
|
10
|
GAMMA Investing
Foster City,
California
|
$177K
|
+$29.3K
|
+667
|
+20%
|
|
|
11
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$114K
|
–
|
–
|
–
|
|
|
12
|
Westside Investment Management
Santa Monica,
California
|
$55.3K
|
–
|
–
|
–
|
|
|
13
|
Paradigm Asset Management
New York
|
$39.6K
|
–
|
–
|
–
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$29.9K
|
-$21.2K
|
-481
|
-41%
|
|
|
15
|
Salomon & Ludwin
Richmond,
Virginia
|
$21.5K
|
+$1.07K
|
+23
|
+5%
|
|
|
16
|
Signature Equity Partners
Columbus,
Ohio
|
$4K
|
+$4K
|
+91
|
New
|
|
|
17
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$3.78K
|
–
|
–
|
–
|
|
|
18
|
Your Advocates Ltd
Houston,
Texas
|
$2.2K
|
–
|
–
|
–
|
|
|
19
|
IMA Advisory Services
Denver,
Colorado
|
$2.07K
|
+$2.07K
|
+47
|
New
|
|
|
20
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1.06K
|
–
|
–
|
–
|
|
|
21
|
Huntington National Bank
Columbus,
Ohio
|
$572
|
+$572
|
+13
|
New
|
|
|
22
|
Curio Wealth
Annapolis,
Maryland
|
$521
|
+$521
|
+12
|
New
|
|
|
23
|
Kerr Financial Planning
Fresno,
California
|
–
|
-$2.28K
|
-57
|
Closed
|
|
