|
1
|
Cannell & Spears
New York
|
$2.04M
|
-$28.1K
|
-1,069
|
-1%
|
|
|
2
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$1.69M
|
–
|
–
|
–
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$768K
|
+$21.8K
|
+829
|
+3%
|
|
|
4
|
Thomaspartners
Boston,
Massachusetts
|
$455K
|
–
|
–
|
–
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$314K
|
–
|
–
|
–
|
|
|
6
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$251K
|
+$252K
|
+9,595
|
New
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$239K
|
+$2.63K
|
+100
|
+1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$163K
|
-$79.1K
|
-3,010
|
-33%
|
|
|
9
|
Community Financial Services Group
Newport,
Vermont
|
$128K
|
–
|
–
|
–
|
|
|
10
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$117K
|
+$13.1K
|
+500
|
+13%
|
|
|
11
|
|
$86K
|
-$29.6K
|
-1,126
|
-25%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73K
|
+$31.5K
|
+1,200
|
+75%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$26K
|
–
|
–
|
–
|
|
|
14
|
BlackRock Investment Management
Wilmington,
Delaware
|
$16K
|
+$3.81K
|
+145
|
+31%
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
$13K
|
+$11.7K
|
+447
|
+951%
|
|
|
16
|
American International Group
New York
|
$5.23K
|
–
|
–
|
–
|
|
|
17
|
Next Financial Group
Houston,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5K
|
+$5.25K
|
+200
|
New
|
|
|
19
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$19K
|
-754
|
Closed
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$1K
|
-20
|
Closed
|
|
