|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$157M
|
-$8.47M
|
-159,810
|
-5%
|
|
|
2
|
|
$110M
|
-$23.6M
|
-444,718
|
-18%
|
|
|
3
|
SG Americas Securities
New York
|
$98.7M
|
+$94.7M
|
+1,785,854
|
New
|
|
|
4
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$86.8M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$66.3M
|
+$3.99M
|
+75,283
|
+7%
|
|
|
6
|
Portfolio Solutions
Royal Oak,
Michigan
|
$57.5M
|
+$894K
|
+16,865
|
+2%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51.4M
|
+$7.79M
|
+147,006
|
+19%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$42.4M
|
-$10.4M
|
-195,424
|
-20%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$33.7M
|
-$2.79M
|
-52,661
|
-8%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$31.3M
|
+$14.1M
|
+265,274
|
+88%
|
|
|
11
|
WealthTrust Fairport
Cleveland,
Ohio
|
$30M
|
+$7.41M
|
+139,752
|
+35%
|
|
|
12
|
Karpus Investment Management
Pittsford,
New York
|
$25.7M
|
-$1.45M
|
-27,352
|
-6%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$23.8M
|
+$860K
|
+16,224
|
+4%
|
|
|
14
|
|
$23.2M
|
+$21.2M
|
+400,561
|
+2,012%
|
|
|
15
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$20.7M
|
+$3.43M
|
+64,636
|
+21%
|
|
|
16
|
Garde Capital
Seattle,
Washington
|
$17.4M
|
+$2.04M
|
+38,562
|
+14%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.5M
|
–
|
–
|
–
|
|
|
18
|
Ballentine Partners
Waltham,
Massachusetts
|
$14.9M
|
-$402K
|
-7,577
|
-3%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.3M
|
+$2.9M
|
+54,657
|
+27%
|
|
|
20
|
|
$13.7M
|
+$12.7M
|
+239,137
|
+2,731%
|
|
|
21
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$12.5M
|
+$2.01M
|
+37,915
|
+20%
|
|
|
22
|
Mutual of America Capital Management
New York
|
$12.2M
|
–
|
–
|
–
|
|
|
23
|
Alexandria Capital
Arlington,
Virginia
|
$10.4M
|
+$2.69M
|
+50,766
|
+37%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.93M
|
-$6.83M
|
-128,742
|
-42%
|
|
|
25
|
GM Advisory Group
Melville,
New York
|
$9.91M
|
+$8.97M
|
+169,100
|
New
|
|
