|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$12.9M
|
+$1.03M
|
+33,237
|
+9%
|
|
|
2
|
Aperio Group
Sausalito,
California
|
$12.8M
|
-$12M
|
-372,535
|
Closed
|
|
|
3
|
Philadelphia International Advisors
Philadelphia,
Pennsylvania
|
$9.43M
|
+$89K
|
+2,856
|
+1%
|
|
|
4
|
LSV Asset Management
Chicago,
Illinois
|
$7.22M
|
+$1.22M
|
+39,400
|
+20%
|
|
|
5
|
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
$5.88M
|
-$351K
|
-11,300
|
-6%
|
|
|
6
|
World Asset Management
Detroit,
Michigan
|
$5.1M
|
-$1.49M
|
-47,903
|
-23%
|
|
|
7
|
Fisher Asset Management
Camas,
Washington
|
$2.44M
|
-$1.07M
|
-34,314
|
-30%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$1.1M
|
+$24.9K
|
+801
|
+2%
|
|
|
9
|
Karpas Strategies
Litchfield,
Connecticut
|
$714K
|
–
|
–
|
–
|
|
|
10
|
Hexavest
Montreal,
Quebec, Canada
|
$595K
|
-$188K
|
-6,041
|
-24%
|
|
|
11
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$586K
|
–
|
–
|
–
|
|
|
12
|
Navellier & Associates
Reno,
Nevada
|
$571K
|
+$107K
|
+3,446
|
+23%
|
|
|
13
|
Naples Global Advisors
Naples,
Florida
|
$364K
|
+$364K
|
+11,675
|
New
|
|
|
14
|
|
$258K
|
–
|
–
|
–
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$239K
|
–
|
–
|
–
|
|
|
16
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$238K
|
+$19.7K
|
+633
|
+9%
|
|
|
17
|
M&R Capital Management
Summit,
New Jersey
|
$217K
|
-$4.19K
|
-135
|
-2%
|
|
|
18
|
Curi RMB Capital
Chicago,
Illinois
|
$211K
|
+$211K
|
+6,784
|
New
|
|
|
19
|
Bartlett & Co
Cincinnati,
Ohio
|
$47K
|
–
|
–
|
–
|
|
|
20
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$34K
|
+$34K
|
+1,100
|
New
|
|
|
21
|
Elite Wealth Management
Kirkland,
Washington
|
$31K
|
–
|
–
|
–
|
|
|
22
|
First Horizon Advisors
Memphis,
Tennessee
|
$26K
|
+$17.1K
|
+1,204
|
+192%
|
|
|
23
|
Reilly Financial Advisors
La Mesa,
California
|
$7K
|
–
|
–
|
–
|
|
|
24
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
25
|
Rothschild Investment LLC
Chicago,
Illinois
|
–
|
-$212K
|
-6,600
|
Closed
|
|
