|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.88M
|
+$5.16M
|
+271,699
|
New
|
|
|
2
|
Pacific Heights Asset Management
San Francisco,
California
|
$3.59M
|
+$3.8M
|
+200,000
|
New
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.46M
|
+$1.53M
|
+80,272
|
New
|
|
|
4
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.21M
|
+$1.27M
|
+66,665
|
New
|
|
|
5
|
Solaris Asset Management
New York
|
$1.05M
|
+$1.1M
|
+57,802
|
New
|
|
|
6
|
Renaissance Technologies
New York
|
$697K
|
+$728K
|
+38,300
|
New
|
|
|
7
|
Loeb Partners Corp
New York
|
$403K
|
+$380K
|
+20,000
|
New
|
|
|
8
|
Douglass Winthrop Advisors
New York
|
$329K
|
+$343K
|
+18,050
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$323K
|
+$336K
|
+17,700
|
New
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$73K
|
+$76K
|
+4,000
|
New
|
|
|
11
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$73K
|
+$76K
|
+4,000
|
New
|
|
|
12
|
|
$65K
|
+$68.2K
|
+3,590
|
New
|
|
|
13
|
|
$38K
|
+$39.2K
|
+2,063
|
New
|
|
|
14
|
Whittier Trust
South Pasadena,
California
|
$36K
|
+$38K
|
+2,000
|
New
|
|
|
15
|
WFG Advisors
Dallas,
Texas
|
$23K
|
+$23.8K
|
+1,250
|
New
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18K
|
+$19K
|
+1,000
|
New
|
|
|
17
|
Gary Goldberg Planning Services
Suffern,
New York
|
$15K
|
+$15.2K
|
+800
|
New
|
|
|
18
|
Synovus Financial
Columbus,
Georgia
|
$11K
|
+$11.4K
|
+600
|
New
|
|
|
19
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$7K
|
+$6.35K
|
+334
|
New
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
+$3.8K
|
+200
|
New
|
|
|
21
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4K
|
+$4.6K
|
+242
|
New
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$2K
|
+$1.84K
|
+97
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
+$19
|
+1
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
+$152
|
+8
|
New
|
|
