|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$5.12M
|
–
|
–
|
–
|
|
|
2
|
Pacific Heights Asset Management
San Francisco,
California
|
$3.69M
|
–
|
–
|
–
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.5M
|
–
|
–
|
–
|
|
|
4
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.42M
|
–
|
–
|
–
|
|
|
5
|
Solaris Asset Management
New York
|
$1.04M
|
–
|
–
|
–
|
|
|
6
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$985K
|
–
|
–
|
–
|
|
|
7
|
Renaissance Technologies
New York
|
$743K
|
+$10.8K
|
+600
|
+1%
|
|
|
8
|
Neuberger Berman Group
New York
|
$373K
|
+$21.5K
|
+1,200
|
+6%
|
|
|
9
|
Douglass Winthrop Advisors
New York
|
$368K
|
-$1.79K
|
-100
|
-0.5%
|
|
|
10
|
|
$142K
|
+$48.4K
|
+2,700
|
+52%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$130K
|
–
|
–
|
–
|
|
|
12
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$72K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$58K
|
+$21.7K
|
+1,207
|
+60%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$52K
|
–
|
–
|
–
|
|
|
15
|
Cutler Group
San Francisco,
California
|
$29K
|
+$26.4K
|
+1,473
|
+842%
|
|
|
16
|
Tower Research Capital (TRC)
New York
|
$21K
|
+$4.68K
|
+261
|
+29%
|
|
|
17
|
Synovus Financial
Columbus,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
18
|
First New York Securities
New York
|
$10.5K
|
+$10.4K
|
+580
|
New
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
20
|
Citizens Financial Group
Providence,
Rhode Island
|
$9K
|
+$8.97K
|
+500
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$6K
|
-$1.79K
|
-100
|
-24%
|
|
|
22
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
23
|
AllSquare Wealth Management
Albany,
New York
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$904
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
-$18
|
-1
|
Closed
|
|
