|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.71M
|
+$4.71M
|
+78,411
|
New
|
|
|
2
|
World Asset Management
Detroit,
Michigan
|
$3.97M
|
+$305K
|
+5,081
|
+8%
|
|
|
3
|
Tocqueville Asset Management
New York
|
$2.15M
|
+$72K
|
+1,200
|
+3%
|
|
|
4
|
|
$1.32M
|
+$99K
|
+1,665
|
+8%
|
|
|
5
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.18M
|
+$1.18M
|
+19,730
|
New
|
|
|
6
|
American National Insurance
Galveston,
Texas
|
$972K
|
–
|
–
|
–
|
|
|
7
|
SVB Wealth
Boston,
Massachusetts
|
$353K
|
-$3.35K
|
-40
|
-0.9%
|
|
|
8
|
North Star Asset Management
Neenah,
Wisconsin
|
$337K
|
–
|
–
|
–
|
|
|
9
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$303K
|
+$303K
|
+5,058
|
New
|
|
|
10
|
|
$240K
|
+$240K
|
+4,000
|
New
|
|
|
11
|
First Bankers Trust
Louisville,
Kentucky
|
$210K
|
–
|
–
|
–
|
|
|
12
|
Westport Resources Management
Westport,
Connecticut
|
$116K
|
-$17.8K
|
-300
|
-13%
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$30K
|
+$18.9K
|
+320
|
+169%
|
|
|
14
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$23K
|
–
|
–
|
–
|
|
|
15
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
16
|
Estabrook Capital Management
New York
|
$16K
|
–
|
–
|
–
|
|
|
17
|
Edge Wealth Management
New York
|
$15K
|
–
|
–
|
–
|
|
|
18
|
Lenox Wealth Advisors
New York
|
$15K
|
–
|
–
|
–
|
|
|
19
|
Cribstone Capital Management
Augusta,
Maine
|
$15K
|
+$15K
|
+249
|
New
|
|
|
20
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$8K
|
+$8K
|
+125
|
New
|
|
|
21
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$6K
|
+$6K
|
+95
|
New
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Sonora Investment Management
Tucson,
Arizona
|
$1.8K
|
–
|
–
|
–
|
|
|
25
|
First National Trust
Hermitage,
Pennsylvania
|
–
|
-$3.5M
|
-45,506
|
Closed
|
|
