|
1
|
Schafer Cullen Capital Management
New York
|
$38.7M
|
+$284K
|
+16,909
|
+0.7%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$30.4M
|
-$12.8M
|
-761,616
|
-30%
|
|
|
3
|
Jacobs & Co
San Francisco,
California
|
$3.42M
|
+$47.7K
|
+2,844
|
+1%
|
|
|
4
|
Tocqueville Asset Management
New York
|
$3.23M
|
-$2.12M
|
-126,330
|
-40%
|
|
|
5
|
Boston Common Asset Management
Boston,
Massachusetts
|
$2.22M
|
+$96.2K
|
+5,729
|
+5%
|
|
|
6
|
Hollencrest Capital Management
Newport Beach,
California
|
$438K
|
-$13.9K
|
-827
|
-3%
|
|
|
7
|
SVB Wealth
Boston,
Massachusetts
|
$286K
|
+$82.9K
|
+4,933
|
+41%
|
|
|
8
|
Stonebridge Capital Management
Los Angeles,
California
|
$272K
|
-$25.1K
|
-1,500
|
-8%
|
|
|
9
|
Williams Jones Wealth Management
New York
|
$168K
|
-$168K
|
-10,000
|
-50%
|
|
|
10
|
Private Capital Group
West Hartford,
Connecticut
|
$96K
|
+$622
|
+37
|
+0.7%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$44K
|
+$22.4K
|
+1,330
|
+103%
|
|
|
12
|
Front Row Advisors
Tiburon,
California
|
$22K
|
–
|
–
|
–
|
|
|
13
|
West Oak Capital
Westlake Village,
California
|
$12K
|
+$12K
|
+300
|
New
|
|
|
14
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$9K
|
-$1.01K
|
-67
|
-10%
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
16
|
Private Ocean
San Rafael,
California
|
$4K
|
–
|
–
|
–
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3K
|
+$3K
|
+180
|
New
|
|
|
18
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$1.85M
|
-113,469
|
Closed
|
|
|
19
|
World Asset Management
Detroit,
Michigan
|
–
|
-$586K
|
-45,199
|
Closed
|
|
|
20
|
CFM Wealth Partners
Austin,
Texas
|
–
|
-$19K
|
-1,471
|
Closed
|
|
|
21
|
Monetary Management Group
St Louis,
Missouri
|
–
|
-$13K
|
-1,000
|
Closed
|
|
