|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.4M
|
–
|
–
|
–
|
|
|
2
|
Pacific Heights Asset Management
San Francisco,
California
|
$3.17M
|
–
|
–
|
–
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.27M
|
–
|
–
|
–
|
|
|
4
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.08M
|
+$8.27K
|
+507
|
+0.8%
|
|
|
5
|
Solaris Asset Management
New York
|
$916K
|
–
|
–
|
–
|
|
|
6
|
Renaissance Technologies
New York
|
$547K
|
-$40.8K
|
-2,500
|
-7%
|
|
|
7
|
Loeb Partners Corp
New York
|
$341K
|
–
|
–
|
–
|
|
|
8
|
Douglass Winthrop Advisors
New York
|
$296K
|
+$10.2K
|
+625
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$281K
|
-$10.3K
|
-629
|
-3%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$98K
|
+$35.9K
|
+2,200
|
+55%
|
|
|
11
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$63K
|
–
|
–
|
–
|
|
|
12
|
|
$40K
|
+$3.2K
|
+196
|
+8%
|
|
|
13
|
|
$24K
|
-$8.96K
|
-549
|
-26%
|
|
|
14
|
WFG Advisors
Dallas,
Texas
|
$20K
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
16
|
Gary Goldberg Planning Services
Suffern,
New York
|
$13K
|
–
|
–
|
–
|
|
|
17
|
Synovus Financial
Columbus,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
18
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$9K
|
+$2.71K
|
+166
|
+50%
|
|
|
19
|
|
$8K
|
+$8.16K
|
+500
|
New
|
|
|
20
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$2K
|
+$1.91K
|
+117
|
+557%
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
–
|
-$34K
|
-2,000
|
Closed
|
|
|
24
|
Westport Resources Management
Westport,
Connecticut
|
–
|
-$27K
|
-1,600
|
Closed
|
|
|
25
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$12K
|
-726
|
Closed
|
|
