|
1
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$1.95M
|
+$140K
|
+5,700
|
+7%
|
|
|
2
|
Mariner Investment Group
Harrison,
New York
|
$1.61M
|
+$270K
|
+10,990
|
+18%
|
|
|
3
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$1.03M
|
+$1.12M
|
+45,486
|
New
|
|
|
4
|
Bridgeway Capital Management
Houston,
Texas
|
$974K
|
–
|
–
|
–
|
|
|
5
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$542K
|
+$589K
|
+23,998
|
New
|
|
|
6
|
Two Sigma Advisers
New York
|
$420K
|
-$41.7K
|
-1,700
|
-8%
|
|
|
7
|
Two Sigma Investments
New York
|
$409K
|
-$147K
|
-6,000
|
-25%
|
|
|
8
|
Prelude Capital Management
New York
|
$402K
|
–
|
–
|
–
|
|
|
9
|
Arbiter Partners Capital Management
New York
|
$360K
|
+$391K
|
+15,956
|
New
|
|
|
10
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$288K
|
–
|
–
|
–
|
|
|
11
|
Acadian Asset Management
Boston,
Massachusetts
|
$211K
|
-$103K
|
-4,182
|
-31%
|
|
|
12
|
|
$194K
|
–
|
–
|
–
|
|
|
13
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$107K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$78K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$51K
|
-$19K
|
-776
|
-26%
|
|
|
16
|
SOA Wealth Advisors
New York
|
$22K
|
+$24.2K
|
+985
|
New
|
|
|
17
|
Red Cedar Capital
Omaha,
Nebraska
|
$19K
|
–
|
–
|
–
|
|
|
18
|
Prospera Financial Services
Dallas,
Texas
|
$15K
|
+$16K
|
+654
|
New
|
|
|
19
|
Creative Financial Designs
Kokomo,
Indiana
|
$13K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$9K
|
-$28.1K
|
-1,144
|
-74%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$5K
|
+$5.5K
|
+224
|
New
|
|
|
22
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$56K
|
-2,435
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
+$25
|
+1
|
New
|
|
