|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
US$ 4,7 mi
|
+US$ 4,7 mi
|
+78.411
|
Nova
|
|
|
2
|
World Asset Management
Detroit,
Michigan
|
US$ 3,97 mi
|
+US$ 305 mil
|
+5.081
|
+8%
|
|
|
3
|
Tocqueville Asset Management
New York
|
US$ 2,15 mi
|
+US$ 72 mil
|
+1.200
|
+3%
|
|
|
4
|
|
US$ 1,32 mi
|
+US$ 99 mil
|
+1.665
|
+8%
|
|
|
5
|
WealthPLAN Partners
Omaha,
Nebraska
|
US$ 1,18 mi
|
+US$ 1,18 mi
|
+19.730
|
Nova
|
|
|
6
|
American National Insurance
Galveston,
Texas
|
US$ 972 mil
|
–
|
–
|
–
|
|
|
7
|
SVB Wealth
Boston,
Massachusetts
|
US$ 353 mil
|
-US$ 3,35 mil
|
-40
|
-0,9%
|
|
|
8
|
North Star Asset Management
Neenah,
Wisconsin
|
US$ 337 mil
|
–
|
–
|
–
|
|
|
9
|
Rodgers Brothers
Harmony,
Pennsylvania
|
US$ 303 mil
|
+US$ 303 mil
|
+5.058
|
Nova
|
|
|
10
|
|
US$ 240 mil
|
+US$ 240 mil
|
+4.000
|
Nova
|
|
|
11
|
First Bankers Trust
Louisville,
Kentucky
|
US$ 210 mil
|
–
|
–
|
–
|
|
|
12
|
Westport Resources Management
Westport,
Connecticut
|
US$ 116 mil
|
-US$ 17,8 mil
|
-300
|
-13%
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
US$ 30 mil
|
+US$ 18,9 mil
|
+320
|
+169%
|
|
|
14
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
US$ 23 mil
|
–
|
–
|
–
|
|
|
15
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
US$ 18 mil
|
–
|
–
|
–
|
|
|
16
|
Estabrook Capital Management
New York
|
US$ 16 mil
|
–
|
–
|
–
|
|
|
17
|
Edge Wealth Management
New York
|
US$ 15 mil
|
–
|
–
|
–
|
|
|
18
|
Lenox Wealth Advisors
New York
|
US$ 15 mil
|
–
|
–
|
–
|
|
|
19
|
Cribstone Capital Management
Augusta,
Maine
|
US$ 15 mil
|
+US$ 15 mil
|
+249
|
Nova
|
|
|
20
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
US$ 8 mil
|
+US$ 8 mil
|
+125
|
Nova
|
|
|
21
|
Trust Company of Vermont
Brattleboro,
Vermont
|
US$ 6 mil
|
+US$ 6 mil
|
+95
|
Nova
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
US$ 3 mil
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$ 2 mil
|
–
|
–
|
–
|
|
|
24
|
Sonora Investment Management
Tucson,
Arizona
|
US$ 1,8 mil
|
–
|
–
|
–
|
|
|
25
|
First National Trust
Hermitage,
Pennsylvania
|
–
|
-US$ 3,5 mi
|
-45.506
|
Encerrada
|
|
