|
1
|
Pacific Heights Asset Management
San Francisco,
California
|
$3.42M
|
–
|
–
|
–
|
|
|
2
|
Vanguard Group
Malvern,
Pennsylvania
|
$3.16M
|
+$507K
|
+30,619
|
+20%
|
|
|
3
|
Renaissance Technologies
New York
|
$1.2M
|
-$28.1K
|
-1,700
|
-2%
|
|
|
4
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.04M
|
+$26.5K
|
+1,600
|
+3%
|
|
|
5
|
Neuberger Berman Group
New York
|
$722K
|
–
|
–
|
–
|
|
|
6
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$573K
|
–
|
–
|
–
|
|
|
7
|
Grace & White Inc
Ny,
New York
|
$546K
|
–
|
–
|
–
|
|
|
8
|
|
$211K
|
-$993
|
-60
|
-0.5%
|
|
|
9
|
Naples Global Advisors
Naples,
Florida
|
$211K
|
+$204K
|
+12,350
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$93K
|
+$82.4K
|
+4,983
|
+1,146%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$24K
|
-$5.26K
|
-318
|
-18%
|
|
|
12
|
|
$17K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$17K
|
+$16.5K
|
+999
|
+7,136%
|
|
|
14
|
Firestone Capital Management
Coral Gables,
Florida
|
$14K
|
–
|
–
|
–
|
|
|
15
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$13K
|
–
|
–
|
–
|
|
|
16
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$8K
|
-$1.79K
|
-108
|
-19%
|
|
|
18
|
AllSquare Wealth Management
Albany,
New York
|
$4K
|
–
|
–
|
–
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$428
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$210K
|
-13,098
|
Closed
|
|
|
22
|
Charles Schwab
San Francisco,
California
|
–
|
-$162K
|
-10,053
|
Closed
|
|
|
23
|
|
–
|
-$1K
|
-34
|
Closed
|
|
|
24
|
|
–
|
-$265
|
-16
|
-89%
|
|
