|
1
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$426M
|
+$431M
|
+7,513,207
|
New
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$170M
|
+$172M
|
+2,993,130
|
New
|
|
|
3
|
|
$138M
|
-$6.56M
|
-114,484
|
-5%
|
|
|
4
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$89M
|
-$7.09M
|
-123,600
|
-7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$63.7M
|
+$25.5M
|
+445,343
|
+66%
|
|
|
6
|
Portfolio Solutions
Royal Oak,
Michigan
|
$58M
|
-$209K
|
-3,637
|
-0.4%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$54.5M
|
+$8.06M
|
+140,593
|
+17%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44.3M
|
+$8.14M
|
+142,023
|
+22%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$37.6M
|
-$3.14M
|
-54,719
|
-8%
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$27.9M
|
+$70.9K
|
+1,237
|
+0.3%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$23.5M
|
+$649K
|
+11,320
|
+3%
|
|
|
12
|
WealthTrust Fairport
Cleveland,
Ohio
|
$22.8M
|
+$952K
|
+16,595
|
+4%
|
|
|
13
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$19.3M
|
–
|
–
|
–
|
|
|
14
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$17.5M
|
+$17.7M
|
+309,119
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
+$3.36M
|
+58,550
|
+23%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
-$3.64M
|
-63,479
|
-17%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.9M
|
–
|
–
|
–
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$15.7M
|
+$1.16M
|
+20,182
|
+8%
|
|
|
19
|
Ballentine Partners
Waltham,
Massachusetts
|
$15.7M
|
-$23.7K
|
-414
|
-0.1%
|
|
|
20
|
State Street
Boston,
Massachusetts
|
$14.4M
|
+$3.47M
|
+60,581
|
+31%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$14.2M
|
+$4.21M
|
+73,381
|
+41%
|
|
|
22
|
Mutual of America Capital Management
New York
|
$12.5M
|
–
|
–
|
–
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.5M
|
+$2.3M
|
+40,164
|
+25%
|
|
|
24
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$10.6M
|
-$1.62M
|
-28,219
|
-13%
|
|
|
25
|
North Forty Management
Seattle,
Washington
|
$8.66M
|
–
|
–
|
–
|
|
