|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$19.5M
|
+$19.5M
|
+344,105
|
New
|
|
|
2
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$7.04M
|
+$489K
|
+8,510
|
+7%
|
|
|
3
|
Northroad Capital Management
New York
|
$4.12M
|
+$1.07M
|
+18,789
|
+35%
|
|
|
4
|
Thomas White International
Chicago,
Illinois
|
$3.44M
|
-$257K
|
-4,470
|
-7%
|
|
|
5
|
World Asset Management
Detroit,
Michigan
|
$1.47M
|
+$33.9K
|
+590
|
+2%
|
|
|
6
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$567K
|
–
|
–
|
–
|
|
|
7
|
American National Insurance
Galveston,
Texas
|
$546K
|
–
|
–
|
–
|
|
|
8
|
Arden Trust
Wilmington,
Delaware
|
$541K
|
-$57.4K
|
-1,000
|
-10%
|
|
|
9
|
Tocqueville Asset Management
New York
|
$340K
|
–
|
–
|
–
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$248K
|
+$248K
|
+4,354
|
New
|
|
|
11
|
Sterling Capital Management
Charlotte,
North Carolina
|
$205K
|
+$205K
|
+3,564
|
New
|
|
|
12
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$26K
|
+$17.9K
|
+360
|
+222%
|
|
|
13
|
Proficio Capital Partners
Newton,
Massachusetts
|
$18K
|
+$18K
|
+316
|
New
|
|
|
14
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3K
|
-$5.67K
|
-104
|
-65%
|
|
|
15
|
First Horizon Advisors
Memphis,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$3K
|
+$3K
|
+46
|
New
|
|
|
17
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
–
|
-$1.19M
|
-23,529
|
Closed
|
|
|
19
|
Balentine LLC
Atlanta,
Georgia
|
–
|
-$6K
|
-121
|
Closed
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$2K
|
-44
|
Closed
|
|
|
21
|
Crosspoint Capital Strategies
Orinda,
California
|
–
|
-$2K
|
-44
|
Closed
|
|
|
22
|
Lenox Wealth Advisors
New York
|
–
|
-$2K
|
-42
|
Closed
|
|
|
23
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$1K
|
-10
|
Closed
|
|
