|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$32.9M
|
-$4.36M
|
-301,496
|
-12%
|
|
|
2
|
Academy Capital Management
Waco,
Texas
|
$13.6M
|
-$387K
|
-26,667
|
-3%
|
|
|
3
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$2.73M
|
+$2.73M
|
+189,028
|
New
|
|
|
4
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$2.33M
|
+$2.33M
|
+160,942
|
New
|
|
|
5
|
Ally Financial
Detroit,
Michigan
|
$1.74M
|
+$651K
|
+45,000
|
+60%
|
|
|
6
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.51M
|
-$1.09M
|
-75,309
|
-42%
|
|
|
7
|
Cheviot Value Management
Beverly Hills,
California
|
$1.28M
|
-$112K
|
-7,723
|
-8%
|
|
|
8
|
Tocqueville Asset Management
New York
|
$1.08M
|
-$1.48M
|
-102,200
|
-58%
|
|
|
9
|
Pillar Pacific Capital Management
Pacifica,
California
|
$1.01M
|
-$185K
|
-12,770
|
-16%
|
|
|
10
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$910K
|
+$130K
|
+9,000
|
+17%
|
|
|
11
|
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
$602K
|
+$29K
|
+2,000
|
+5%
|
|
|
12
|
Hollencrest Capital Management
Newport Beach,
California
|
$579K
|
–
|
–
|
–
|
|
|
13
|
World Asset Management
Detroit,
Michigan
|
$541K
|
+$27.3K
|
+1,881
|
+5%
|
|
|
14
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$466K
|
–
|
–
|
–
|
|
|
15
|
Kelleher Financial Advisors
New York
|
$209K
|
+$48.5K
|
+3,350
|
+30%
|
|
|
16
|
North Star Asset Management
Neenah,
Wisconsin
|
$207K
|
–
|
–
|
–
|
|
|
17
|
Cornerstone Investment Partners
Atlanta,
Georgia
|
$181K
|
+$33.1K
|
+2,282
|
+22%
|
|
|
18
|
Private Capital Group
West Hartford,
Connecticut
|
$173K
|
+$6.37K
|
+438
|
+4%
|
|
|
19
|
SVB Wealth
Boston,
Massachusetts
|
$169K
|
+$169K
|
+11,663
|
New
|
|
|
20
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$86K
|
–
|
–
|
–
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$75K
|
-$3.31K
|
-234
|
-4%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
23
|
Front Row Advisors
Tiburon,
California
|
$14K
|
+$4.84K
|
+303
|
+53%
|
|
|
24
|
Lenox Wealth Advisors
New York
|
$5K
|
+$4.13K
|
+261
|
+475%
|
|
|
25
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$4K
|
–
|
–
|
–
|
|
