|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$28.4M
|
+$1.59M
|
+26,588
|
+6%
|
|
|
2
|
Fisher Asset Management
Camas,
Washington
|
$5.26M
|
-$446K
|
-7,422
|
-8%
|
|
|
3
|
World Asset Management
Detroit,
Michigan
|
$577K
|
-$102K
|
-1,707
|
-15%
|
|
|
4
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$234K
|
-$14.3K
|
-239
|
-6%
|
|
|
5
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$92K
|
+$9.55K
|
+176
|
+12%
|
|
|
6
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
7
|
Aperio Group
Sausalito,
California
|
–
|
-$11.8M
|
-209,157
|
Closed
|
|
|
8
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
–
|
-$3.04M
|
-54,239
|
Closed
|
|
|
9
|
Crossmark Global Holdings
Houston,
Texas
|
–
|
-$1.26M
|
-22,279
|
Closed
|
|
|
10
|
Comerica Bank
Dallas,
Texas
|
–
|
-$1.16M
|
-20,877
|
Closed
|
|
|
11
|
Gabelli Funds
Rye,
New York
|
–
|
-$451K
|
-8,000
|
Closed
|
|
|
12
|
Eagle Asset Management
St Petersburg,
Florida
|
–
|
-$345K
|
-6,118
|
Closed
|
|
|
13
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$81K
|
-1,441
|
Closed
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
–
|
-$59K
|
-1,054
|
Closed
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
-$21K
|
-363
|
Closed
|
|
|
16
|
Glassman Wealth Services
Vienna,
Virginia
|
–
|
-$20K
|
-350
|
Closed
|
|
|
17
|
Arax Advisory Partners
Denver,
Colorado
|
–
|
-$18K
|
-322
|
Closed
|
|
|
18
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$13K
|
-237
|
Closed
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$6K
|
-99
|
Closed
|
|
|
20
|
Regions Financial Corp
Birmingham,
Alabama
|
–
|
-$4K
|
-70
|
Closed
|
|
|
21
|
Whitnell & Co
Oak Brook,
Illinois
|
–
|
-$1K
|
-23
|
Closed
|
|
