|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$70.6M
|
+$2.71M
|
+100,288
|
+4%
|
|
|
2
|
Todd Asset Management
Louisville,
Kentucky
|
$15.1M
|
-$792K
|
-29,286
|
-5%
|
|
|
3
|
Boston Common Asset Management
Boston,
Massachusetts
|
$12.8M
|
+$1.66M
|
+61,685
|
+15%
|
|
|
4
|
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
$8.73M
|
-$1.18M
|
-43,540
|
-12%
|
|
|
5
|
Scout Investments
Kansas City,
Missouri
|
$4.72M
|
+$15.2K
|
+562
|
+0.3%
|
|
|
6
|
Zevin Asset Management
Boston,
Massachusetts
|
$3.93M
|
+$258K
|
+9,536
|
+7%
|
|
|
7
|
BCM Advisors
Lafayette,
Louisiana
|
$1.29M
|
–
|
–
|
–
|
|
|
8
|
Carret Asset Management
New York
|
$1.2M
|
-$10.8K
|
-400
|
-0.9%
|
|
|
9
|
SVB Wealth
Boston,
Massachusetts
|
$772K
|
+$41K
|
+1,524
|
+6%
|
|
|
10
|
American National Insurance
Galveston,
Texas
|
$640K
|
–
|
–
|
–
|
|
|
11
|
Private Capital Group
West Hartford,
Connecticut
|
$127K
|
-$82K
|
-3,037
|
-39%
|
|
|
12
|
Sierra Capital
Miami,
Florida
|
$116K
|
+$116K
|
+4,300
|
New
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$82K
|
+$23.9K
|
+881
|
+41%
|
|
|
14
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$27K
|
–
|
–
|
–
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$16K
|
-$1.05K
|
-40
|
-6%
|
|
|
16
|
Eudaimonia Partners
Winchester,
Tennessee
|
$15K
|
+$15K
|
+566
|
New
|
|
|
17
|
First Horizon Advisors
Memphis,
Tennessee
|
$6K
|
–
|
–
|
–
|
|
|
18
|
|
$4K
|
–
|
–
|
–
|
|
|
19
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.33K
|
–
|
–
|
–
|
|
|
20
|
Bartlett & Co
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
21
|
Thomas White International
Chicago,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Hantz Financial Services
Southfield,
Michigan
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
–
|
-$1.55M
|
-64,750
|
Closed
|
|
|
24
|
Ranch Capital Advisors
Sarasota,
Florida
|
–
|
-$3K
|
-130
|
Closed
|
|
|
25
|
Tradition Wealth Management
Edina,
Minnesota
|
–
|
-$2K
|
-70
|
Closed
|
|
