|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$5.22M
|
–
|
–
|
–
|
|
|
2
|
Pacific Heights Asset Management
San Francisco,
California
|
$3.76M
|
–
|
–
|
–
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.51M
|
–
|
–
|
–
|
|
|
4
|
Solaris Asset Management
New York
|
$1.09M
|
–
|
–
|
–
|
|
|
5
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.07M
|
+$13.2K
|
+700
|
+1%
|
|
|
6
|
Renaissance Technologies
New York
|
$675K
|
+$9.46K
|
+500
|
+1%
|
|
|
7
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$521K
|
+$155K
|
+8,205
|
+42%
|
|
|
8
|
Loeb Partners Corp
New York
|
$427K
|
–
|
–
|
–
|
|
|
9
|
Douglass Winthrop Advisors
New York
|
$386K
|
-$3.78K
|
-200
|
-1%
|
|
|
10
|
Neuberger Berman Group
New York
|
$298K
|
+$28.4K
|
+1,500
|
+10%
|
|
|
11
|
First New York Securities
New York
|
$291K
|
+$34.9K
|
+1,844
|
+14%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$137K
|
-$5.67K
|
-300
|
-4%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$136K
|
+$133K
|
+7,016
|
+3,508%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$121K
|
–
|
–
|
–
|
|
|
15
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$75K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$19K
|
-$28.4K
|
-1,501
|
-60%
|
|
|
17
|
Bruderman Asset Management
Locust Valley,
New York
|
$15K
|
+$15.1K
|
+800
|
New
|
|
|
18
|
Synovus Financial
Columbus,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9K
|
-$9.46K
|
-500
|
-50%
|
|
|
20
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
21
|
|
$6K
|
–
|
–
|
–
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
$6K
|
+$5.67K
|
+300
|
New
|
|
|
23
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$4K
|
-$19
|
-1
|
-0.5%
|
|
|
25
|
AllSquare Wealth Management
Albany,
New York
|
$4K
|
–
|
–
|
–
|
|
