|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.61M
|
–
|
–
|
–
|
|
|
2
|
Pacific Heights Asset Management
San Francisco,
California
|
$3.92M
|
–
|
–
|
–
|
|
|
3
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.53M
|
–
|
–
|
–
|
|
|
4
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.53M
|
-$19.5K
|
-1,079
|
-1%
|
|
|
5
|
Solaris Asset Management
New York
|
$1.1M
|
–
|
–
|
–
|
|
|
6
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.02M
|
-$10.9K
|
-600
|
-1%
|
|
|
7
|
Renaissance Technologies
New York
|
$823K
|
+$9.06K
|
+500
|
+1%
|
|
|
8
|
Douglass Winthrop Advisors
New York
|
$379K
|
–
|
–
|
–
|
|
|
9
|
Neuberger Berman Group
New York
|
$369K
|
+$10.9K
|
+600
|
+3%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$217K
|
+$200K
|
+11,055
|
New
|
|
|
11
|
|
$179K
|
+$7.25K
|
+400
|
+4%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$131K
|
–
|
–
|
–
|
|
|
13
|
Cutler Group
San Francisco,
California
|
$124K
|
+$11.1K
|
+615
|
+11%
|
|
|
14
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$76K
|
–
|
–
|
–
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
$72K
|
-$70.6K
|
-3,897
|
-51%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$55K
|
–
|
–
|
–
|
|
|
17
|
FNY Partners Fund
New York
|
$42K
|
+$39.1K
|
+2,156
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$30K
|
-$39.1K
|
-2,156
|
-58%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$12K
|
+$11.3K
|
+626
|
New
|
|
|
20
|
Synovus Financial
Columbus,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
21
|
Omnia Family Wealth
Aventura,
Florida
|
$10K
|
+$9.06K
|
+500
|
New
|
|
|
22
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
23
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$4K
|
-$15.2K
|
-840
|
-80%
|
|
|
25
|
AllSquare Wealth Management
Albany,
New York
|
$4K
|
–
|
–
|
–
|
|
