|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$6.07M
|
–
|
–
|
–
|
|
|
2
|
Pacific Heights Asset Management
San Francisco,
California
|
$4.38M
|
–
|
–
|
–
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.74M
|
-$16.7K
|
-858
|
-1%
|
|
|
4
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.71M
|
–
|
–
|
–
|
|
|
5
|
Solaris Asset Management
New York
|
$1.26M
|
–
|
–
|
–
|
|
|
6
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.19M
|
-$970
|
-50
|
-0.1%
|
|
|
7
|
Renaissance Technologies
New York
|
$917K
|
+$15.5K
|
+800
|
+2%
|
|
|
8
|
Douglass Winthrop Advisors
New York
|
$446K
|
–
|
–
|
–
|
|
|
9
|
Neuberger Berman Group
New York
|
$443K
|
-$7.76K
|
-400
|
-2%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$198K
|
+$175K
|
+9,025
|
New
|
|
|
11
|
|
$172K
|
–
|
–
|
–
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$154K
|
-$3.88K
|
-200
|
-3%
|
|
|
13
|
Tower Research Capital (TRC)
New York
|
$89K
|
+$56.3K
|
+2,900
|
+251%
|
|
|
14
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$88K
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$64K
|
–
|
–
|
–
|
|
|
16
|
Cutler Group
San Francisco,
California
|
$42K
|
+$6.04K
|
+311
|
+19%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$36K
|
-$30.6K
|
-1,576
|
-49%
|
|
|
18
|
First New York Securities
New York
|
$25.2K
|
+$11.1K
|
+570
|
+98%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$14K
|
+$12.2K
|
+631
|
New
|
|
|
20
|
Synovus Financial
Columbus,
Georgia
|
$13K
|
–
|
–
|
–
|
|
|
21
|
Citizens Financial Group
Providence,
Rhode Island
|
$11K
|
–
|
–
|
–
|
|
|
22
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
23
|
AllSquare Wealth Management
Albany,
New York
|
$5K
|
–
|
–
|
–
|
|
|
24
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$4K
|
-$1.94K
|
-100
|
-32%
|
|
