|
1
|
KCM Investment Advisors
Greenbrae,
California
|
$10.1M
|
-$239K
|
-8,572
|
-2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$3.13M
|
-$3.18M
|
-114,080
|
-51%
|
|
|
3
|
Edge Wealth Management
New York
|
$2.24M
|
+$1.28M
|
+45,872
|
+135%
|
|
|
4
|
American Research & Management Company
Marion,
Massachusetts
|
$1.94M
|
+$97.6K
|
+3,500
|
+5%
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.31M
|
–
|
–
|
–
|
|
|
6
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.08M
|
+$45.6K
|
+1,637
|
+4%
|
|
|
7
|
Davidson & Garrard
Lynchburg,
Virginia
|
$969K
|
–
|
–
|
–
|
|
|
8
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$581K
|
–
|
–
|
–
|
|
|
9
|
|
$552K
|
–
|
–
|
–
|
|
|
10
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$379K
|
-$24.4K
|
-875
|
-6%
|
|
|
11
|
WesBanco Bank
Wheeling,
West Virginia
|
$363K
|
–
|
–
|
–
|
|
|
12
|
Park National Corp
Newark,
Ohio
|
$363K
|
+$753
|
+27
|
+0.2%
|
|
|
13
|
Shapiro Capital Management
Atlanta,
Georgia
|
$295K
|
–
|
–
|
–
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$79K
|
-$2.79K
|
-100
|
-3%
|
|
|
15
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$48K
|
–
|
–
|
–
|
|
|
16
|
Highlander Capital Management
Short Hills,
New Jersey
|
$28K
|
–
|
–
|
–
|
|
|
17
|
Sonora Investment Management
Tucson,
Arizona
|
$26.3K
|
–
|
–
|
–
|
|
|
18
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$15K
|
+$558
|
+20
|
+4%
|
|
|
19
|
High Point Bank & Trust
High Point,
North Carolina
|
$14K
|
–
|
–
|
–
|
|
|
20
|
Reilly Financial Advisors
La Mesa,
California
|
$11K
|
–
|
–
|
–
|
|
|
21
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$7K
|
+$6.97K
|
+250
|
New
|
|
|
22
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$6K
|
–
|
–
|
–
|
|
|
23
|
West Oak Capital
Westlake Village,
California
|
$757
|
–
|
–
|
–
|
|
|
24
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
–
|
-$226K
|
-8,053
|
Closed
|
|
