|
1
|
Cannell & Spears
New York
|
$1.96M
|
-$144K
|
-5,268
|
-7%
|
|
|
2
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$1.8M
|
–
|
–
|
–
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$820K
|
–
|
–
|
–
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$334K
|
–
|
–
|
–
|
|
|
5
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$320K
|
+$12.2K
|
+448
|
+4%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$314K
|
+$307K
|
+11,245
|
New
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$261K
|
+$2.73K
|
+100
|
+1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$218K
|
+$213K
|
+7,815
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$155K
|
+$3.41K
|
+125
|
+2%
|
|
|
10
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$126K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$100K
|
–
|
–
|
–
|
|
|
12
|
|
$86K
|
+$218
|
+8
|
+0.3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$28K
|
–
|
–
|
–
|
|
|
14
|
BlackRock Investment Management
Wilmington,
Delaware
|
$19K
|
–
|
–
|
–
|
|
|
15
|
BlackRock Fund Advisors
San Francisco,
California
|
$15K
|
+$14.5K
|
+533
|
New
|
|
|
16
|
American International Group
New York
|
$11K
|
–
|
–
|
–
|
|
|
17
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Next Financial Group
Houston,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
19
|
Thomaspartners
Boston,
Massachusetts
|
–
|
-$457K
|
-17,254
|
Closed
|
|
|
20
|
Community Financial Services Group
Newport,
Vermont
|
–
|
-$130K
|
-4,897
|
Closed
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
–
|
-$13K
|
-475
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
+$27
|
+1
|
New
|
|
