|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$22.5M
|
+$4.46M
|
+307,742
|
+25%
|
|
|
2
|
Renaissance Group
Covington,
Kentucky
|
$8.6M
|
-$933K
|
-63,345
|
-10%
|
|
|
3
|
Thompson Investment Management
Madison,
Wisconsin
|
$4.49M
|
-$183K
|
-12,625
|
-4%
|
|
|
4
|
Primecap Management
Pasadena,
California
|
$2.17M
|
+$2.17M
|
+150,000
|
New
|
|
|
5
|
Boston Common Asset Management
Boston,
Massachusetts
|
$1.09M
|
+$144K
|
+9,735
|
+15%
|
|
|
6
|
Henry James International Management
New York
|
$827K
|
-$6.96K
|
-472
|
-0.8%
|
|
|
7
|
American National Insurance
Galveston,
Texas
|
$543K
|
–
|
–
|
–
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$478K
|
+$7.19K
|
+488
|
+2%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$372K
|
+$372K
|
+27,365
|
New
|
|
|
10
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$270K
|
–
|
–
|
–
|
|
|
11
|
Fulton Bank
Lancaster,
Pennsylvania
|
$174K
|
-$45.4K
|
-3,078
|
-21%
|
|
|
12
|
Private Trust Company
Cleveland,
Ohio
|
$172K
|
–
|
–
|
–
|
|
|
13
|
World Asset Management
Detroit,
Michigan
|
$149K
|
–
|
–
|
–
|
|
|
14
|
Private Capital Group
West Hartford,
Connecticut
|
$67K
|
+$11.9K
|
+816
|
+22%
|
|
|
15
|
Bartlett & Co
Cincinnati,
Ohio
|
$51K
|
+$51K
|
+3,500
|
New
|
|
|
16
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$50.8K
|
–
|
–
|
–
|
|
|
17
|
Mar Vista Investment Partners
Los Angeles,
California
|
$11K
|
+$3.18K
|
+220
|
+41%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$4K
|
+$1.07K
|
+60
|
+37%
|
|
|
19
|
Front Row Advisors
Tiburon,
California
|
$3K
|
+$3K
|
+163
|
New
|
|
|
20
|
Meeder Asset Management
Dublin,
Ohio
|
$2K
|
-$240
|
-18
|
-11%
|
|
|
21
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2K
|
-$240
|
-18
|
-11%
|
|
|
22
|
James Investment Research
Alpha,
Ohio
|
$2K
|
+$2K
|
+158
|
New
|
|
|
23
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$324
|
+$324
|
+22
|
New
|
|
|
24
|
Quadrant Capital Group
Cincinnati,
Ohio
|
–
|
-$368K
|
-16,847
|
Closed
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
–
|
-$40K
|
-1,765
|
Closed
|
|
