|
1
|
John W. Bristol & Co
New York
|
$45.1M
|
+$45.1M
|
+1,119,089
|
New
|
|
|
2
|
Renaissance Group
Covington,
Kentucky
|
$11.2M
|
-$1.08M
|
-27,005
|
-9%
|
|
|
3
|
Boston Common Asset Management
Boston,
Massachusetts
|
$4.41M
|
-$60.3K
|
-1,503
|
-1%
|
|
|
4
|
Thompson Investment Management
Madison,
Wisconsin
|
$3.76M
|
-$316K
|
-7,844
|
-8%
|
|
|
5
|
Henry James International Management
New York
|
$1.94M
|
+$46.3K
|
+1,155
|
+2%
|
|
|
6
|
American National Insurance
Galveston,
Texas
|
$1.48M
|
–
|
–
|
–
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$909K
|
+$16.2K
|
+405
|
+2%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$685K
|
-$176K
|
-4,363
|
-20%
|
|
|
9
|
Gofen & Glossberg
Chicago,
Illinois
|
$586K
|
+$11.7K
|
+290
|
+2%
|
|
|
10
|
Fisher Asset Management
Camas,
Washington
|
$520K
|
-$3.25K
|
-81
|
-0.6%
|
|
|
11
|
SVB Wealth
Boston,
Massachusetts
|
$452K
|
+$81.4K
|
+2,019
|
+22%
|
|
|
12
|
Mar Vista Investment Partners
Los Angeles,
California
|
$110K
|
–
|
–
|
–
|
|
|
13
|
James Investment Research
Alpha,
Ohio
|
$48K
|
–
|
–
|
–
|
|
|
14
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$40K
|
+$40K
|
+284
|
New
|
|
|
15
|
Private Capital Group
West Hartford,
Connecticut
|
$28K
|
-$3.24K
|
-80
|
-10%
|
|
|
16
|
First Horizon Advisors
Memphis,
Tennessee
|
$20K
|
-$2.65K
|
-69
|
-12%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$17K
|
+$17K
|
+416
|
New
|
|
|
18
|
Front Row Advisors
Tiburon,
California
|
$6K
|
–
|
–
|
–
|
|
|
19
|
Meeder Asset Management
Dublin,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$5K
|
+$3.43K
|
+83
|
+218%
|
|
|
21
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.04K
|
-$90K
|
-2,245
|
-98%
|
|
|
22
|
Bartlett & Co
Cincinnati,
Ohio
|
$2K
|
-$88K
|
-2,245
|
-98%
|
|
|
23
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1K
|
–
|
–
|
–
|
|
|
25
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$67.7M
|
-1,588,857
|
Closed
|
|
