|
1
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$4.35M
|
+$809K
|
+38,105
|
+22%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.42M
|
+$3.5M
|
+164,885
|
New
|
|
|
3
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$2.46M
|
+$541K
|
+25,503
|
+27%
|
|
|
4
|
Arbiter Partners Capital Management
New York
|
$1.27M
|
–
|
–
|
–
|
|
|
5
|
Bridgeway Capital Management
Houston,
Texas
|
$906K
|
+$16.8K
|
+790
|
+2%
|
|
|
6
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$324K
|
–
|
–
|
–
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$273K
|
+$279K
|
+13,159
|
New
|
|
|
8
|
Empowered Funds
Havertown,
Pennsylvania
|
$222K
|
+$16.8K
|
+790
|
+8%
|
|
|
9
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$98.1K
|
–
|
–
|
–
|
|
|
10
|
Acadian Asset Management
Boston,
Massachusetts
|
$95K
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$72.1K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$27K
|
–
|
–
|
–
|
|
|
13
|
|
$20.7K
|
–
|
–
|
–
|
|
|
14
|
SOA Wealth Advisors
New York
|
$20.4K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$7.14K
|
-$18.2K
|
-858
|
-71%
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.72K
|
-$10.1K
|
-475
|
-85%
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$1.43K
|
+$1.36K
|
+64
|
+1,280%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1
|
-$21
|
-1
|
Closed
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1K
|
-33
|
Closed
|
|
