|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$27.1M
|
-$1.32M
|
-50,167
|
-5%
|
|
|
2
|
Aristotle Capital Management
Los Angeles,
California
|
$26.4M
|
+$5.85M
|
+223,050
|
+28%
|
|
|
3
|
Thomas White International
Chicago,
Illinois
|
$1.99M
|
+$957K
|
+73,696
|
+92%
|
|
|
4
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$1.02M
|
+$9.4K
|
+357
|
+0.9%
|
|
|
5
|
Henry James International Management
New York
|
$770K
|
-$7.32K
|
-282
|
-0.9%
|
|
|
6
|
Pillar Pacific Capital Management
Pacifica,
California
|
$730K
|
-$2.86K
|
-110
|
-0.4%
|
|
|
7
|
MAI Capital Management
Independence,
Ohio
|
$722K
|
+$104
|
+4
|
+0%
|
|
|
8
|
World Asset Management
Detroit,
Michigan
|
$294K
|
–
|
–
|
–
|
|
|
9
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$212K
|
+$212K
|
+8,058
|
New
|
|
|
10
|
SimplyRich
Carlsbad,
California
|
$202K
|
–
|
–
|
–
|
|
|
11
|
Private Capital Group
West Hartford,
Connecticut
|
$113K
|
-$8.84K
|
-339
|
-7%
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$98K
|
–
|
–
|
–
|
|
|
13
|
Huntington National Bank
Columbus,
Ohio
|
$39K
|
–
|
–
|
–
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$2K
|
-$3.01K
|
-116
|
-60%
|
|
|
15
|
Meeder Asset Management
Dublin,
Ohio
|
$2K
|
-$1.31K
|
-47
|
-39%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2K
|
+$2K
|
+72
|
New
|
|
|
17
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
18
|
Quadrant Capital Group
Cincinnati,
Ohio
|
–
|
-$682K
|
-20,501
|
Closed
|
|
|
19
|
Private Trust Company
Cleveland,
Ohio
|
–
|
-$250K
|
-7,260
|
Closed
|
|
|
20
|
Heritage Wealth Advisors
Richmond,
Virginia
|
–
|
-$2.83K
|
-82
|
Closed
|
|
