|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.92M
|
–
|
–
|
–
|
|
|
2
|
Pacific Heights Asset Management
San Francisco,
California
|
$3.54M
|
–
|
–
|
–
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.42M
|
–
|
–
|
–
|
|
|
4
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.05M
|
-$142K
|
-8,593
|
-13%
|
|
|
5
|
Solaris Asset Management
New York
|
$1.02M
|
–
|
–
|
–
|
|
|
6
|
Renaissance Technologies
New York
|
$589K
|
-$21.5K
|
-1,300
|
-4%
|
|
|
7
|
Loeb Partners Corp
New York
|
$382K
|
–
|
–
|
–
|
|
|
8
|
Douglass Winthrop Advisors
New York
|
$336K
|
+$4.13K
|
+250
|
+1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$315K
|
–
|
–
|
–
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$108K
|
-$1.65K
|
-100
|
-2%
|
|
|
11
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$71K
|
–
|
–
|
–
|
|
|
12
|
|
$46K
|
+$1.17K
|
+71
|
+3%
|
|
|
13
|
|
$24K
|
-$2.71K
|
-164
|
-11%
|
|
|
14
|
WFG Advisors
Dallas,
Texas
|
$22K
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
16
|
Gary Goldberg Planning Services
Suffern,
New York
|
$14K
|
–
|
–
|
–
|
|
|
17
|
Synovus Financial
Columbus,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
19
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$3K
|
+$380
|
+23
|
+17%
|
|
|
21
|
|
$2K
|
+$1.65K
|
+100
|
New
|
|
|
22
|
|
–
|
-$8K
|
-500
|
Closed
|
|
|
23
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
–
|
-$9K
|
-500
|
Closed
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
–
|
-$17
|
-1
|
Closed
|
|
|
25
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
+$17
|
+1
|
New
|
|
