|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.94M
|
–
|
–
|
–
|
|
|
2
|
Pacific Heights Asset Management
San Francisco,
California
|
$3.56M
|
–
|
–
|
–
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.43M
|
–
|
–
|
–
|
|
|
4
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.39M
|
-$5.33K
|
-300
|
-0.4%
|
|
|
5
|
Solaris Asset Management
New York
|
$1.03M
|
–
|
–
|
–
|
|
|
6
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$970K
|
+$32K
|
+1,800
|
+3%
|
|
|
7
|
Renaissance Technologies
New York
|
$721K
|
+$24.9K
|
+1,400
|
+4%
|
|
|
8
|
Douglass Winthrop Advisors
New York
|
$364K
|
–
|
–
|
–
|
|
|
9
|
Neuberger Berman Group
New York
|
$346K
|
+$17.8K
|
+1,000
|
+5%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$128K
|
–
|
–
|
–
|
|
|
11
|
|
$92K
|
+$1.78K
|
+100
|
+2%
|
|
|
12
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$71K
|
–
|
–
|
–
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$52K
|
-$62.2K
|
-3,497
|
-55%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$35K
|
+$16.1K
|
+906
|
+83%
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
$16K
|
+$4.41K
|
+248
|
+38%
|
|
|
16
|
Synovus Financial
Columbus,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
17
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$7K
|
-$123K
|
-6,919
|
-94%
|
|
|
19
|
AllSquare Wealth Management
Albany,
New York
|
$4K
|
–
|
–
|
–
|
|
|
20
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
21
|
Cutler Group
San Francisco,
California
|
$3K
|
+$3.11K
|
+175
|
New
|
|
|
22
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$890
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$284K
|
-15,918
|
Closed
|
|
|
24
|
Millennium Management
New York
|
–
|
-$182K
|
-10,219
|
Closed
|
|
|
25
|
First New York Securities
New York
|
–
|
-$30.3K
|
-1,700
|
Closed
|
|
