|
1
|
KCM Investment Advisors
Greenbrae,
California
|
$10.4M
|
-$1.23M
|
-43,822
|
-11%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$6.33M
|
-$3.03M
|
-108,531
|
-32%
|
|
|
3
|
American Research & Management Company
Marion,
Massachusetts
|
$1.85M
|
+$415K
|
+14,850
|
+29%
|
|
|
4
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.31M
|
+$16.8K
|
+600
|
+1%
|
|
|
5
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.03M
|
+$1.03M
|
+36,852
|
New
|
|
|
6
|
Davidson & Garrard
Lynchburg,
Virginia
|
$970K
|
-$25.6K
|
-917
|
-3%
|
|
|
7
|
Edge Wealth Management
New York
|
$955K
|
+$89.5K
|
+3,200
|
+10%
|
|
|
8
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$581K
|
–
|
–
|
–
|
|
|
9
|
|
$552K
|
–
|
–
|
–
|
|
|
10
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$404K
|
-$28K
|
-1,000
|
-6%
|
|
|
11
|
WesBanco Bank
Wheeling,
West Virginia
|
$364K
|
–
|
–
|
–
|
|
|
12
|
Park National Corp
Newark,
Ohio
|
$362K
|
+$23.2K
|
+830
|
+7%
|
|
|
13
|
Shapiro Capital Management
Atlanta,
Georgia
|
$295K
|
–
|
–
|
–
|
|
|
14
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$226K
|
-$27.7K
|
-990
|
-11%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$82K
|
–
|
–
|
–
|
|
|
16
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$48K
|
–
|
–
|
–
|
|
|
17
|
Highlander Capital Management
Short Hills,
New Jersey
|
$28K
|
–
|
–
|
–
|
|
|
18
|
Sonora Investment Management
Tucson,
Arizona
|
$27K
|
–
|
–
|
–
|
|
|
19
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$14K
|
-$5.82K
|
-208
|
-29%
|
|
|
20
|
High Point Bank & Trust
High Point,
North Carolina
|
$14K
|
–
|
–
|
–
|
|
|
21
|
Reilly Financial Advisors
La Mesa,
California
|
$11K
|
+$11.2K
|
+400
|
New
|
|
|
22
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$6K
|
–
|
–
|
–
|
|
|
23
|
West Oak Capital
Westlake Village,
California
|
$758
|
–
|
–
|
–
|
|
|
24
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$16K
|
-566
|
Closed
|
|
|
25
|
Risk Paradigm Group
Austin,
Texas
|
–
|
-$8.9K
|
-323
|
Closed
|
|
