|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$10.1M
|
+$5.68M
|
+482,386
|
+128%
|
|
|
2
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$5.17M
|
+$467K
|
+39,220
|
+10%
|
|
|
3
|
Calvert Investment Management
Bethesda,
Maryland
|
$1.97M
|
–
|
–
|
–
|
|
|
4
|
World Asset Management
Detroit,
Michigan
|
$1.5M
|
-$11.1K
|
-929
|
-0.7%
|
|
|
5
|
American National Insurance
Galveston,
Texas
|
$740K
|
-$78.5K
|
-6,600
|
-10%
|
|
|
6
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$412K
|
–
|
–
|
–
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$362K
|
+$87.7K
|
+7,356
|
+32%
|
|
|
8
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$267K
|
+$267K
|
+22,650
|
New
|
|
|
9
|
Smith Group Asset Management
Dallas,
Texas
|
$258K
|
–
|
–
|
–
|
|
|
10
|
Forester Capital Management
Lake Forest,
Illinois
|
$179K
|
–
|
–
|
–
|
|
|
11
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$178K
|
+$178K
|
+15,012
|
New
|
|
|
12
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$129K
|
-$22.7K
|
-1,913
|
-15%
|
|
|
13
|
Central Trust Company
Jefferson City,
Missouri
|
$45K
|
+$45K
|
+3,808
|
New
|
|
|
14
|
Nordea Investment Management
Stockholm,
Sweden
|
$17K
|
–
|
–
|
–
|
|
|
15
|
|
$9K
|
+$9K
|
+725
|
New
|
|
|
16
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$6K
|
+$6K
|
+465
|
New
|
|
|
17
|
Highlander Capital Management
Short Hills,
New Jersey
|
$6K
|
+$6K
|
+500
|
New
|
|
|
18
|
Hexavest
Montreal,
Quebec, Canada
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
+$1K
|
+100
|
New
|
|
|
20
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$141K
|
-11,840
|
Closed
|
|
|
21
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$3K
|
-290
|
Closed
|
|
