|
1
|
Aristotle Capital Management
Los Angeles,
California
|
$78.3M
|
+$14.5M
|
+473,590
|
+23%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$68.8M
|
+$1.2M
|
+39,187
|
+2%
|
|
|
3
|
Thomas White International
Chicago,
Illinois
|
$3.98M
|
+$2.61K
|
+86
|
+0.1%
|
|
|
4
|
MAI Capital Management
Independence,
Ohio
|
$1.63M
|
+$22.3K
|
+732
|
+1%
|
|
|
5
|
Pillar Pacific Capital Management
Pacifica,
California
|
$1.56M
|
-$136K
|
-4,480
|
-8%
|
|
|
6
|
Henry James International Management
New York
|
$1.37M
|
–
|
–
|
–
|
|
|
7
|
SimplyRich
Carlsbad,
California
|
$458K
|
–
|
–
|
–
|
|
|
8
|
Private Trust Company
Cleveland,
Ohio
|
$312K
|
–
|
–
|
–
|
|
|
9
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$275K
|
+$76.5K
|
+2,500
|
+39%
|
|
|
10
|
SVB Wealth
Boston,
Massachusetts
|
$201K
|
+$201K
|
+6,574
|
New
|
|
|
11
|
Private Capital Group
West Hartford,
Connecticut
|
$124K
|
-$68K
|
-2,231
|
-35%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$105K
|
+$74.5K
|
+2,439
|
+244%
|
|
|
13
|
Eudaimonia Partners
Winchester,
Tennessee
|
$14K
|
+$14K
|
+470
|
New
|
|
|
14
|
Hantz Financial Services
Southfield,
Michigan
|
$9K
|
+$9K
|
+281
|
New
|
|
|
15
|
Front Row Advisors
Tiburon,
California
|
$5K
|
+$30
|
+1
|
+0.6%
|
|
|
16
|
Bartlett & Co
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
17
|
Meeder Asset Management
Dublin,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
19
|
Sierra Capital
Miami,
Florida
|
$1K
|
+$1K
|
+34
|
New
|
|
|
20
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$1K
|
+$1K
|
+35
|
New
|
|
|
21
|
First Horizon Advisors
Memphis,
Tennessee
|
$1K
|
+$1K
|
+64
|
New
|
|
|
22
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$608
|
–
|
–
|
–
|
|
|
23
|
Knowledge Leaders Capital
Denver,
Colorado
|
–
|
-$213K
|
-6,775
|
Closed
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
–
|
-$4K
|
-140
|
Closed
|
|
|
25
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
–
|
-$2K
|
-48
|
Closed
|
|
