|
1
|
KCM Investment Advisors
Greenbrae,
California
|
$8.7M
|
-$77.5K
|
-2,966
|
-0.9%
|
|
|
2
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$1.73M
|
+$1.74M
|
+66,660
|
New
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.5M
|
–
|
–
|
–
|
|
|
4
|
American Research & Management Company
Marion,
Massachusetts
|
$945K
|
+$967K
|
+37,000
|
New
|
|
|
5
|
Davidson & Garrard
Lynchburg,
Virginia
|
$842K
|
-$22.2K
|
-850
|
-3%
|
|
|
6
|
Edge Wealth Management
New York
|
$811K
|
+$818K
|
+31,276
|
New
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$660K
|
-$88K
|
-3,365
|
-12%
|
|
|
8
|
|
$510K
|
–
|
–
|
–
|
|
|
9
|
WesBanco Bank
Wheeling,
West Virginia
|
$397K
|
–
|
–
|
–
|
|
|
10
|
Shapiro Capital Management
Atlanta,
Georgia
|
$272K
|
–
|
–
|
–
|
|
|
11
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$259K
|
–
|
–
|
–
|
|
|
12
|
Intellectus Partners
San Francisco,
California
|
$93K
|
-$2.8K
|
-107
|
-3%
|
|
|
13
|
Solaris Asset Management
New York
|
$51K
|
–
|
–
|
–
|
|
|
14
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$44K
|
–
|
–
|
–
|
|
|
15
|
Sonora Investment Management
Tucson,
Arizona
|
$24.5K
|
–
|
–
|
–
|
|
|
16
|
Highlander Capital Management
Short Hills,
New Jersey
|
$18K
|
–
|
–
|
–
|
|
|
17
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$18K
|
+$18.6K
|
+713
|
New
|
|
|
18
|
Cribstone Capital Management
Augusta,
Maine
|
$16K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
20
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$5K
|
–
|
–
|
–
|
|
|
21
|
West Oak Capital
Westlake Village,
California
|
$700
|
–
|
–
|
–
|
|
|
22
|
PVG Asset Management
Golden,
Colorado
|
–
|
-$3.63M
|
-138,500
|
Closed
|
|
