|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$49.6M
|
+$8.4M
|
+515,519
|
+20%
|
|
|
2
|
Schafer Cullen Capital Management
New York
|
$41.3M
|
-$2.01M
|
-123,346
|
-5%
|
|
|
3
|
Tocqueville Asset Management
New York
|
$4.94M
|
+$2.1M
|
+128,940
|
+74%
|
|
|
4
|
Jacobs & Co
San Francisco,
California
|
$2.54M
|
-$764K
|
-46,911
|
-23%
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.85M
|
+$1.67M
|
+102,314
|
+917%
|
|
|
6
|
Boston Common Asset Management
Boston,
Massachusetts
|
$1.76M
|
+$189K
|
+11,575
|
+12%
|
|
|
7
|
World Asset Management
Detroit,
Michigan
|
$739K
|
-$199K
|
-12,186
|
-21%
|
|
|
8
|
Hollencrest Capital Management
Newport Beach,
California
|
$456K
|
–
|
–
|
–
|
|
|
9
|
Williams Jones Wealth Management
New York
|
$407K
|
–
|
–
|
–
|
|
|
10
|
Stonebridge Capital Management
Los Angeles,
California
|
$302K
|
-$16.3K
|
-1,000
|
-5%
|
|
|
11
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$215K
|
+$15.6K
|
+1,020
|
+8%
|
|
|
12
|
SVB Wealth
Boston,
Massachusetts
|
$190K
|
+$190K
|
+11,606
|
New
|
|
|
13
|
Private Capital Group
West Hartford,
Connecticut
|
$96K
|
+$7.94K
|
+488
|
+9%
|
|
|
14
|
Chevy Chase Trust
Bethesda,
Maryland
|
$31K
|
+$31K
|
+1,912
|
New
|
|
|
15
|
Front Row Advisors
Tiburon,
California
|
$21K
|
–
|
–
|
–
|
|
|
16
|
Monetary Management Group
St Louis,
Missouri
|
$16K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16K
|
+$2.49K
|
+150
|
+18%
|
|
|
18
|
Private Ocean
San Rafael,
California
|
$5K
|
–
|
–
|
–
|
|
|
19
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$4K
|
-$16.9K
|
-1,050
|
-81%
|
|
|
20
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$3.04K
|
+$3.04K
|
+186
|
New
|
|
|
21
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3K
|
+$3K
|
+209
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Advisor Partners
Walnut Creek,
California
|
–
|
-$378K
|
-22,534
|
Closed
|
|
|
24
|
Opus Capital Group
Cincinnati,
Ohio
|
–
|
-$175K
|
-10,470
|
Closed
|
|
|
25
|
Quad-Cities Investment Group
Davenport,
Iowa
|
–
|
-$17K
|
-1,000
|
Closed
|
|
