|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.75M
|
–
|
–
|
–
|
|
|
2
|
Pacific Heights Asset Management
San Francisco,
California
|
$3.42M
|
–
|
–
|
–
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.37M
|
–
|
–
|
–
|
|
|
4
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.21M
|
+$746K
|
+42,845
|
+155%
|
|
|
5
|
Solaris Asset Management
New York
|
$984K
|
–
|
–
|
–
|
|
|
6
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$894K
|
-$75K
|
-4,302
|
-8%
|
|
|
7
|
Renaissance Technologies
New York
|
$625K
|
+$15.7K
|
+900
|
+3%
|
|
|
8
|
Douglass Winthrop Advisors
New York
|
$386K
|
–
|
–
|
–
|
|
|
9
|
Neuberger Berman Group
New York
|
$314K
|
+$45.3K
|
+2,600
|
+16%
|
|
|
10
|
First New York Securities
New York
|
$172K
|
-$92.7K
|
-5,322
|
-35%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$125K
|
+$1.15K
|
+66
|
+0.9%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$123K
|
–
|
–
|
–
|
|
|
13
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$68K
|
–
|
–
|
–
|
|
|
14
|
Whittier Trust
South Pasadena,
California
|
$60K
|
+$61K
|
+3,500
|
New
|
|
|
15
|
|
$58K
|
+$54K
|
+3,100
|
+1,033%
|
|
|
16
|
Bruderman Asset Management
Locust Valley,
New York
|
$26K
|
+$12.2K
|
+700
|
+88%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$19K
|
+$1.62K
|
+93
|
+9%
|
|
|
18
|
Synovus Financial
Columbus,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
20
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
21
|
AllSquare Wealth Management
Albany,
New York
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$2K
|
-$3.33K
|
-191
|
-64%
|
|
|
24
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$852
|
–
|
–
|
–
|
|
|
25
|
Loeb Partners Corp
New York
|
–
|
-$427K
|
-18,500
|
Closed
|
|
