|
1
|
KCM Investment Advisors
Greenbrae,
California
|
$9.51M
|
-$123K
|
-4,457
|
-1%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$2.29M
|
-$225K
|
-8,118
|
-9%
|
|
|
3
|
American Research & Management Company
Marion,
Massachusetts
|
$2.24M
|
-$2.2M
|
-79,650
|
Closed
|
|
|
4
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.26M
|
–
|
–
|
–
|
|
|
5
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.04M
|
+$29.9K
|
+1,082
|
+3%
|
|
|
6
|
Davidson & Garrard
Lynchburg,
Virginia
|
$933K
|
–
|
–
|
–
|
|
|
7
|
Edge Wealth Management
New York
|
$920K
|
-$439K
|
-15,850
|
-32%
|
|
|
8
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$537K
|
–
|
–
|
–
|
|
|
9
|
|
$531K
|
–
|
–
|
–
|
|
|
10
|
WesBanco Bank
Wheeling,
West Virginia
|
$350K
|
–
|
–
|
–
|
|
|
11
|
Park National Corp
Newark,
Ohio
|
$317K
|
-$39.1K
|
-1,415
|
-11%
|
|
|
12
|
Shapiro Capital Management
Atlanta,
Georgia
|
$284K
|
–
|
–
|
–
|
|
|
13
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$243K
|
-$111K
|
-4,025
|
-31%
|
|
|
14
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$46K
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$36K
|
-$41.5K
|
-1,500
|
-53%
|
|
|
16
|
Sonora Investment Management
Tucson,
Arizona
|
$25.5K
|
–
|
–
|
–
|
|
|
17
|
Highlander Capital Management
Short Hills,
New Jersey
|
$19K
|
-$8.3K
|
-300
|
-30%
|
|
|
18
|
Cribstone Capital Management
Augusta,
Maine
|
$16K
|
–
|
–
|
–
|
|
|
19
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$14K
|
-$1.02K
|
-37
|
-7%
|
|
|
20
|
High Point Bank & Trust
High Point,
North Carolina
|
$14K
|
–
|
–
|
–
|
|
|
21
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$5K
|
–
|
–
|
–
|
|
|
22
|
West Oak Capital
Westlake Village,
California
|
$729
|
–
|
–
|
–
|
|
|
23
|
Sunnymeath Asset Management
Red Bank,
New Jersey
|
–
|
-$485K
|
-17,500
|
Closed
|
|
|
24
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$9.44K
|
-340
|
Closed
|
|
|
25
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
–
|
-$5K
|
-174
|
Closed
|
|
