|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$48.1M
|
+$1.84M
|
+150,000
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.17M
|
+$1.37M
|
+111,575
|
+236%
|
|
|
3
|
Aperio Group
Sausalito,
California
|
$2.11M
|
+$1.9M
|
+154,550
|
New
|
|
|
4
|
Bank of New York Mellon
New York
|
$1.97M
|
-$24.6K
|
-2,000
|
-1%
|
|
|
5
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.76M
|
+$330K
|
+26,835
|
+26%
|
|
|
6
|
Dimensional Fund Advisors
Austin,
Texas
|
$949K
|
-$10.9K
|
-890
|
-1%
|
|
|
7
|
Calvert Investment Management
Bethesda,
Maryland
|
$715K
|
-$234K
|
-19,050
|
-27%
|
|
|
8
|
|
$539K
|
–
|
–
|
–
|
|
|
9
|
Capstone Asset Management
Houston,
Texas
|
$522K
|
+$469K
|
+38,200
|
New
|
|
|
10
|
Advisors Asset Management
Monument,
Colorado
|
$476K
|
-$79.2K
|
-6,445
|
-16%
|
|
|
11
|
Comerica Bank
Dallas,
Texas
|
$355K
|
-$114K
|
-9,305
|
-26%
|
|
|
12
|
World Asset Management
Detroit,
Michigan
|
$341K
|
-$72.2K
|
-5,875
|
-19%
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$336K
|
+$302K
|
+24,595
|
New
|
|
|
14
|
Boys Arnold & Co
Asheville,
North Carolina
|
$205K
|
+$184K
|
+15,000
|
New
|
|
|
15
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$202K
|
+$182K
|
+14,805
|
New
|
|
|
16
|
Riverhead Capital Management
Wilmington,
Delaware
|
$109K
|
+$98.3K
|
+8,000
|
New
|
|
|
17
|
Prelude Capital Management
New York
|
$41K
|
+$190K
|
+15,500
|
New
|
|
|
18
|
WFG Advisors
Dallas,
Texas
|
$34K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$33K
|
-$86K
|
-7,000
|
-74%
|
|
|
20
|
Acadian Asset Management
Boston,
Massachusetts
|
$29K
|
-$8.23K
|
-670
|
-24%
|
|
|
21
|
|
$26K
|
-$40.5K
|
-3,300
|
-63%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$22K
|
+$14.4K
|
+1,170
|
+275%
|
|
|
23
|
|
$20K
|
+$18.4K
|
+1,500
|
New
|
|
|
24
|
BlackRock Fund Advisors
San Francisco,
California
|
$16K
|
+$2.52K
|
+205
|
+22%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$15K
|
-$7.98K
|
-650
|
-38%
|
|
