|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$15.6M
|
+$1.12M
|
+36,738
|
+8%
|
|
|
2
|
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
$8.78M
|
-$782K
|
-25,600
|
-8%
|
|
|
3
|
Thomas White International
Chicago,
Illinois
|
$8.08M
|
+$23K
|
+752
|
+0.3%
|
|
|
4
|
World Asset Management
Detroit,
Michigan
|
$4.73M
|
-$1.12M
|
-36,601
|
-19%
|
|
|
5
|
Cohen Capital Management
Corte Madera,
California
|
$3.06M
|
–
|
–
|
–
|
|
|
6
|
Saturna Capital
Bellingham,
Washington
|
$2.58M
|
–
|
–
|
–
|
|
|
7
|
Hexavest
Montreal,
Quebec, Canada
|
$1.14M
|
-$39.5K
|
-1,295
|
-3%
|
|
|
8
|
Calvert Investment Management
Bethesda,
Maryland
|
$847K
|
+$231K
|
+7,549
|
+37%
|
|
|
9
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$685K
|
+$30.5K
|
+1,000
|
+5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$466K
|
+$67.9K
|
+2,217
|
+17%
|
|
|
11
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$419K
|
+$30.7K
|
+1,003
|
+8%
|
|
|
12
|
M&R Capital Management
Summit,
New Jersey
|
$418K
|
+$76.4K
|
+2,500
|
+22%
|
|
|
13
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$328K
|
-$11K
|
-360
|
-3%
|
|
|
14
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$306K
|
–
|
–
|
–
|
|
|
15
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$234K
|
+$234K
|
+7,650
|
New
|
|
|
16
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$220K
|
-$44.8K
|
-1,464
|
-17%
|
|
|
17
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$207K
|
-$92K
|
-3,000
|
-31%
|
|
|
18
|
Parsec Financial Management
Asheville,
North Carolina
|
$207K
|
+$207K
|
+6,760
|
New
|
|
|
19
|
Paradigm Asset Management
New York
|
$134K
|
+$18.3K
|
+600
|
+16%
|
|
|
20
|
First Horizon Advisors
Memphis,
Tennessee
|
$32K
|
+$10.9K
|
+350
|
+52%
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
22
|
American Research & Management Company
Marion,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$8K
|
-$2.6K
|
-85
|
-25%
|
|
|
24
|
Reilly Financial Advisors
La Mesa,
California
|
$8K
|
–
|
–
|
–
|
|
|
25
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
–
|
-$1.1M
|
-38,220
|
Closed
|
|
