|
1
|
World Asset Management
Detroit,
Michigan
|
$5.05M
|
+$377K
|
+5,344
|
+8%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.7M
|
-$838K
|
-11,859
|
-15%
|
|
|
3
|
Tocqueville Asset Management
New York
|
$2.53M
|
-$5.3K
|
-75
|
-0.2%
|
|
|
4
|
|
$1.57M
|
–
|
–
|
–
|
|
|
5
|
American National Insurance
Galveston,
Texas
|
$1.14M
|
–
|
–
|
–
|
|
|
6
|
North Star Asset Management
Neenah,
Wisconsin
|
$396K
|
–
|
–
|
–
|
|
|
7
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$357K
|
–
|
–
|
–
|
|
|
8
|
SVB Wealth
Boston,
Massachusetts
|
$297K
|
–
|
–
|
–
|
|
|
9
|
First Bankers Trust
Louisville,
Kentucky
|
$248K
|
–
|
–
|
–
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$212K
|
+$212K
|
+3,013
|
New
|
|
|
11
|
Lebenthal Asset Management
New York
|
$67K
|
+$67K
|
+956
|
New
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$35K
|
–
|
–
|
–
|
|
|
13
|
Westport Resources Management
Westport,
Connecticut
|
$28K
|
-$108K
|
-1,550
|
-79%
|
|
|
14
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
15
|
Estabrook Capital Management
New York
|
$18.8K
|
–
|
–
|
–
|
|
|
16
|
Edge Wealth Management
New York
|
$18K
|
–
|
–
|
–
|
|
|
17
|
Lenox Wealth Advisors
New York
|
$18K
|
–
|
–
|
–
|
|
|
18
|
Cribstone Capital Management
Augusta,
Maine
|
$17K
|
–
|
–
|
–
|
|
|
19
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$11K
|
+$4.03K
|
+55
|
+58%
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$4K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
22
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$1.18M
|
-19,730
|
Closed
|
|
|
23
|
|
–
|
-$240K
|
-4,000
|
Closed
|
|
|
24
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
–
|
-$23K
|
-386
|
Closed
|
|
|
25
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
–
|
-$8K
|
-125
|
Closed
|
|
