|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.5M
|
+$69.4K
|
+5,810
|
+5%
|
|
|
2
|
Bank of New York Mellon
New York
|
$911K
|
–
|
–
|
–
|
|
|
3
|
Renaissance Technologies
New York
|
$801K
|
-$22.7K
|
-1,900
|
-3%
|
|
|
4
|
Dimensional Fund Advisors
Austin,
Texas
|
$453K
|
+$5.97K
|
+500
|
+1%
|
|
|
5
|
Aperio Group
Sausalito,
California
|
$150K
|
-$12K
|
-1,004
|
-8%
|
|
|
6
|
World Asset Management
Detroit,
Michigan
|
$133K
|
-$6.74K
|
-564
|
-5%
|
|
|
7
|
Advisors Preferred
Rockville,
Maryland
|
$91K
|
+$84.3K
|
+7,055
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39K
|
+$36.5K
|
+3,054
|
New
|
|
|
9
|
Manchester Capital Management
Manchester,
Vermont
|
$29K
|
+$9.46K
|
+792
|
+53%
|
|
|
10
|
|
$13K
|
+$2.42K
|
+203
|
+25%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$13K
|
+$9.9K
|
+829
|
+560%
|
|
|
12
|
BlackRock Fund Advisors
San Francisco,
California
|
$6K
|
-$418
|
-35
|
-7%
|
|
|
13
|
|
$5K
|
-$25.6K
|
-2,146
|
-85%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$5K
|
-$5.15K
|
-431
|
-51%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$3K
|
-$3.82K
|
-320
|
-60%
|
|
|
16
|
Barclays
London,
United Kingdom
|
$3K
|
+$1.9K
|
+159
|
+124%
|
|
|
17
|
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Kanaly Trust
Houston,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
20
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$1K
|
+$717
|
+60
|
New
|
|
|
22
|
|
–
|
-$155K
|
-12,534
|
Closed
|
|
|
23
|
Calvert Investment Management
Bethesda,
Maryland
|
–
|
-$147K
|
-11,873
|
Closed
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$119
|
-10
|
-12%
|
|
