|
1
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4.03M
|
+$1.29M
|
+52,183
|
+43%
|
|
|
2
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$1.86M
|
+$686K
|
+27,800
|
+52%
|
|
|
3
|
Mariner Investment Group
Harrison,
New York
|
$1.39M
|
+$442K
|
+17,919
|
+42%
|
|
|
4
|
Bridgeway Capital Management
Houston,
Texas
|
$993K
|
–
|
–
|
–
|
|
|
5
|
Two Sigma Investments
New York
|
$554K
|
-$188K
|
-7,600
|
-24%
|
|
|
6
|
Two Sigma Advisers
New York
|
$467K
|
-$204K
|
-8,251
|
-29%
|
|
|
7
|
Prelude Capital Management
New York
|
$410K
|
+$208K
|
+8,431
|
+90%
|
|
|
8
|
Acadian Asset Management
Boston,
Massachusetts
|
$311K
|
-$54.9K
|
-2,225
|
-14%
|
|
|
9
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$293K
|
+$167K
|
+6,751
|
+113%
|
|
|
10
|
|
$198K
|
–
|
–
|
–
|
|
|
11
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$109K
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$80K
|
-$1.23K
|
-50
|
-1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$69K
|
+$2.42K
|
+98
|
+3%
|
|
|
14
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$56K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$35K
|
+$25.4K
|
+1,028
|
+196%
|
|
|
16
|
Red Cedar Capital
Omaha,
Nebraska
|
$20K
|
–
|
–
|
–
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$13K
|
–
|
–
|
–
|
|
|
18
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$183K
|
-7,109
|
Closed
|
|
|
19
|
Advisors Asset Management
Monument,
Colorado
|
–
|
-$150K
|
-5,852
|
Closed
|
|
|
20
|
Russell Investments Group
London,
United Kingdom
|
–
|
-$40K
|
-1,594
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$25
|
-1
|
Closed
|
|
