|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.77M
|
–
|
–
|
–
|
|
|
2
|
Pacific Heights Asset Management
San Francisco,
California
|
$3.44M
|
–
|
–
|
–
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.38M
|
–
|
–
|
–
|
|
|
4
|
Solaris Asset Management
New York
|
$994K
|
–
|
–
|
–
|
|
|
5
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$971K
|
+$7.1K
|
+400
|
+0.7%
|
|
|
6
|
Renaissance Technologies
New York
|
$593K
|
+$19.5K
|
+1,100
|
+3%
|
|
|
7
|
Loeb Partners Corp
New York
|
$376K
|
+$193K
|
+10,900
|
+143%
|
|
|
8
|
Douglass Winthrop Advisors
New York
|
$355K
|
+$10.7K
|
+600
|
+3%
|
|
|
9
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$305K
|
+$45.3K
|
+2,551
|
+17%
|
|
|
10
|
Neuberger Berman Group
New York
|
$197K
|
+$204K
|
+11,500
|
New
|
|
|
11
|
First New York Securities
New York
|
$170K
|
+$175K
|
+9,878
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$138K
|
-$175K
|
-9,875
|
-55%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$110K
|
–
|
–
|
–
|
|
|
14
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$69K
|
–
|
–
|
–
|
|
|
15
|
|
$46K
|
+$1.15K
|
+65
|
+3%
|
|
|
16
|
WFG Advisors
Dallas,
Texas
|
$21K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
18
|
|
$17K
|
-$24.3K
|
-1,370
|
-58%
|
|
|
19
|
Gary Goldberg Planning Services
Suffern,
New York
|
$14K
|
–
|
–
|
–
|
|
|
20
|
Synovus Financial
Columbus,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
22
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$7K
|
+$3.19K
|
+180
|
+82%
|
|
|
23
|
|
$5K
|
+$5.33K
|
+300
|
New
|
|
|
24
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$4K
|
+$1.35K
|
+76
|
+54%
|
|
