|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$5.15M
|
–
|
–
|
–
|
|
|
2
|
Pacific Heights Asset Management
San Francisco,
California
|
$3.71M
|
–
|
–
|
–
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.51M
|
–
|
–
|
–
|
|
|
4
|
Solaris Asset Management
New York
|
$1.05M
|
–
|
–
|
–
|
|
|
5
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.02M
|
-$6.38K
|
-350
|
-0.6%
|
|
|
6
|
Renaissance Technologies
New York
|
$651K
|
+$14.6K
|
+800
|
+2%
|
|
|
7
|
Loeb Partners Corp
New York
|
$405K
|
–
|
–
|
–
|
|
|
8
|
Douglass Winthrop Advisors
New York
|
$375K
|
–
|
–
|
–
|
|
|
9
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$360K
|
+$32.3K
|
+1,770
|
+10%
|
|
|
10
|
Neuberger Berman Group
New York
|
$259K
|
+$51.5K
|
+2,825
|
+25%
|
|
|
11
|
First New York Securities
New York
|
$246K
|
+$67.5K
|
+3,700
|
+37%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$137K
|
-$9.58K
|
-525
|
-7%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$120K
|
–
|
–
|
–
|
|
|
14
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$73K
|
–
|
–
|
–
|
|
|
15
|
|
$51K
|
+$2.61K
|
+143
|
+5%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$45K
|
+$45.6K
|
+2,501
|
New
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
18
|
Gary Goldberg Planning Services
Suffern,
New York
|
$15K
|
–
|
–
|
–
|
|
|
19
|
WFG Advisors
Dallas,
Texas
|
$15K
|
–
|
–
|
–
|
|
|
20
|
Synovus Financial
Columbus,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
22
|
|
$5K
|
–
|
–
|
–
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$4K
|
+$2.74K
|
+150
|
+294%
|
|
