|
1
|
World Asset Management
Detroit,
Michigan
|
$4.88M
|
-$430K
|
-5,804
|
-8%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.82M
|
-$112K
|
-1,505
|
-2%
|
|
|
3
|
Tocqueville Asset Management
New York
|
$2.62M
|
-$29.7K
|
-400
|
-1%
|
|
|
4
|
Delphi Management
Brookline,
Massachusetts
|
$2.15M
|
+$2.15M
|
+28,945
|
New
|
|
|
5
|
|
$1.58M
|
-$82.7K
|
-1,109
|
-5%
|
|
|
6
|
American National Insurance
Galveston,
Texas
|
$1.2M
|
–
|
–
|
–
|
|
|
7
|
Mork Capital Management
Healdsburg,
California
|
$853K
|
+$853K
|
+11,500
|
New
|
|
|
8
|
North Star Asset Management
Neenah,
Wisconsin
|
$416K
|
–
|
–
|
–
|
|
|
9
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$375K
|
–
|
–
|
–
|
|
|
10
|
SVB Wealth
Boston,
Massachusetts
|
$341K
|
-$11.7K
|
-140
|
-3%
|
|
|
11
|
First Bankers Trust
Louisville,
Kentucky
|
$255K
|
-$5.04K
|
-68
|
-2%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$248K
|
+$248K
|
+3,340
|
New
|
|
|
13
|
UAS Asset Management
New York
|
$224K
|
+$224K
|
+3,000
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$220K
|
-$2.81K
|
-38
|
-1%
|
|
|
15
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$96.4K
|
+$96.4K
|
+1,300
|
New
|
|
|
16
|
Estabrook Capital Management
New York
|
$19.7K
|
–
|
–
|
–
|
|
|
17
|
Cribstone Capital Management
Augusta,
Maine
|
$19K
|
–
|
–
|
–
|
|
|
18
|
Edge Wealth Management
New York
|
$18K
|
–
|
–
|
–
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$14K
|
-$23.7K
|
-320
|
-63%
|
|
|
20
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$11K
|
–
|
–
|
–
|
|
|
21
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$10K
|
+$10K
|
+141
|
New
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Lebenthal Asset Management
New York
|
–
|
-$67K
|
-956
|
Closed
|
|
|
24
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
–
|
-$21K
|
-300
|
Closed
|
|
|
25
|
Lenox Wealth Advisors
New York
|
–
|
-$18K
|
-250
|
Closed
|
|
