|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$11.6M
|
+$315K
|
+23,992
|
+3%
|
|
|
2
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$7.13M
|
+$1.43M
|
+108,650
|
+25%
|
|
|
3
|
World Asset Management
Detroit,
Michigan
|
$1.64M
|
-$16.9K
|
-1,284
|
-1%
|
|
|
4
|
American National Insurance
Galveston,
Texas
|
$818K
|
–
|
–
|
–
|
|
|
5
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$460K
|
–
|
–
|
–
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$425K
|
+$26.2K
|
+1,996
|
+7%
|
|
|
7
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$413K
|
+$216K
|
+16,534
|
+110%
|
|
|
8
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$320K
|
+$22.3K
|
+1,700
|
+8%
|
|
|
9
|
Smith Group Asset Management
Dallas,
Texas
|
$288K
|
–
|
–
|
–
|
|
|
10
|
Pacer Advisors
Malvern,
Pennsylvania
|
$258K
|
+$258K
|
+19,591
|
New
|
|
|
11
|
Forester Capital Management
Lake Forest,
Illinois
|
$199K
|
–
|
–
|
–
|
|
|
12
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$82K
|
+$82K
|
+6,246
|
New
|
|
|
13
|
Central Trust Company
Jefferson City,
Missouri
|
$50K
|
-$39
|
-3
|
-0.1%
|
|
|
14
|
|
$10K
|
–
|
–
|
–
|
|
|
15
|
Highlander Capital Management
Short Hills,
New Jersey
|
$7K
|
–
|
–
|
–
|
|
|
16
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$6K
|
–
|
–
|
–
|
|
|
17
|
Hexavest
Montreal,
Quebec, Canada
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
19
|
Reilly Financial Advisors
La Mesa,
California
|
$1K
|
+$1K
|
+50
|
New
|
|
|
20
|
Calvert Investment Management
Bethesda,
Maryland
|
–
|
-$1.97M
|
-167,386
|
Closed
|
|
|
21
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
–
|
-$129K
|
-10,868
|
Closed
|
|
|
22
|
Nordea Investment Management
Stockholm,
Sweden
|
–
|
-$17K
|
-1,444
|
Closed
|
|
