|
1
|
KCM Investment Advisors
Greenbrae,
California
|
$9.05M
|
-$263K
|
-9,846
|
-3%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$2.86M
|
+$623K
|
+23,281
|
+27%
|
|
|
3
|
American Research & Management Company
Marion,
Massachusetts
|
$2.8M
|
+$2.83M
|
+105,850
|
New
|
|
|
4
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.24M
|
–
|
–
|
–
|
|
|
5
|
Davidson & Garrard
Lynchburg,
Virginia
|
$881K
|
-$32.2K
|
-1,203
|
-3%
|
|
|
6
|
Parametric Portfolio Associates
Seattle,
Washington
|
$868K
|
-$152K
|
-5,683
|
-15%
|
|
|
7
|
Edge Wealth Management
New York
|
$801K
|
-$99K
|
-3,700
|
-11%
|
|
|
8
|
|
$520K
|
–
|
–
|
–
|
|
|
9
|
SignalPoint Asset Management
Springfield,
Missouri
|
$382K
|
+$386K
|
+14,440
|
New
|
|
|
10
|
WesBanco Bank
Wheeling,
West Virginia
|
$339K
|
-$2.67K
|
-100
|
-0.8%
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$297K
|
+$300K
|
+11,220
|
New
|
|
|
12
|
Shapiro Capital Management
Atlanta,
Georgia
|
$278K
|
–
|
–
|
–
|
|
|
13
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$264K
|
-$265K
|
-9,900
|
-50%
|
|
|
14
|
Intellectus Partners
San Francisco,
California
|
$121K
|
+$122K
|
+4,568
|
New
|
|
|
15
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$45K
|
–
|
–
|
–
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$35K
|
–
|
–
|
–
|
|
|
17
|
Sonora Investment Management
Tucson,
Arizona
|
$25K
|
–
|
–
|
–
|
|
|
18
|
Highlander Capital Management
Short Hills,
New Jersey
|
$19K
|
–
|
–
|
–
|
|
|
19
|
Cribstone Capital Management
Augusta,
Maine
|
$16K
|
–
|
–
|
–
|
|
|
20
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$5K
|
–
|
–
|
–
|
|
|
21
|
West Oak Capital
Westlake Village,
California
|
$714
|
–
|
–
|
–
|
|
|
22
|
Park National Corp
Newark,
Ohio
|
–
|
-$317K
|
-11,744
|
Closed
|
|
|
23
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
–
|
-$243K
|
-8,989
|
Closed
|
|
|
24
|
High Point Bank & Trust
High Point,
North Carolina
|
–
|
-$14K
|
-500
|
Closed
|
|
|
25
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
–
|
-$14K
|
-500
|
Closed
|
|
