|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$33.3M
|
-$6.07M
|
-469,463
|
-15%
|
|
|
2
|
Schafer Cullen Capital Management
New York
|
$29.6M
|
-$3.19M
|
-246,836
|
-10%
|
|
|
3
|
Tocqueville Asset Management
New York
|
$4.13M
|
+$203K
|
+15,725
|
+5%
|
|
|
4
|
Jacobs & Co
San Francisco,
California
|
$2.6M
|
+$590K
|
+45,585
|
+29%
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.85M
|
–
|
–
|
–
|
|
|
6
|
Boston Common Asset Management
Boston,
Massachusetts
|
$1.64M
|
+$240K
|
+18,511
|
+17%
|
|
|
7
|
World Asset Management
Detroit,
Michigan
|
$586K
|
–
|
–
|
–
|
|
|
8
|
Hollencrest Capital Management
Newport Beach,
California
|
$349K
|
-$13.3K
|
-1,031
|
-4%
|
|
|
9
|
Williams Jones Wealth Management
New York
|
$259K
|
-$64.8K
|
-5,000
|
-20%
|
|
|
10
|
Stonebridge Capital Management
Los Angeles,
California
|
$230K
|
-$9.72K
|
-750
|
-4%
|
|
|
11
|
SVB Wealth
Boston,
Massachusetts
|
$156K
|
+$6.11K
|
+473
|
+4%
|
|
|
12
|
Private Capital Group
West Hartford,
Connecticut
|
$77K
|
-$3.14K
|
-231
|
-4%
|
|
|
13
|
Front Row Advisors
Tiburon,
California
|
$19K
|
-$104
|
-7
|
-0.5%
|
|
|
14
|
CFM Wealth Partners
Austin,
Texas
|
$19K
|
+$19K
|
+1,471
|
New
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17K
|
+$4.26K
|
+322
|
+33%
|
|
|
16
|
Monetary Management Group
St Louis,
Missouri
|
$13K
|
–
|
–
|
–
|
|
|
17
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$8K
|
+$4.99K
|
+413
|
+166%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
19
|
Private Ocean
San Rafael,
California
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Quadrant Capital Group
Cincinnati,
Ohio
|
–
|
-$215K
|
-14,050
|
Closed
|
|
|
21
|
Chevy Chase Trust
Bethesda,
Maryland
|
–
|
-$31K
|
-1,912
|
Closed
|
|
|
22
|
Heritage Wealth Advisors
Richmond,
Virginia
|
–
|
-$3.04K
|
-186
|
Closed
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
–
|
-$2K
|
-101
|
Closed
|
|
