|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$158M
|
-$190K
|
-3,400
|
-0.1%
|
|
|
2
|
|
$110M
|
-$471K
|
-8,445
|
-0.4%
|
|
|
3
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$87.5M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$68.9M
|
+$2.04M
|
+36,655
|
+3%
|
|
|
5
|
Portfolio Solutions
Royal Oak,
Michigan
|
$58.7M
|
+$785K
|
+14,065
|
+1%
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$47.1M
|
+$4.36M
|
+78,182
|
+10%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$41.8M
|
+$7.83M
|
+140,396
|
+23%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$35.5M
|
+$21.1M
|
+378,536
|
+147%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$29.9M
|
+$4.05M
|
+72,514
|
+16%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$28.4M
|
-$3.17M
|
-56,870
|
-10%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$23.5M
|
-$460K
|
-8,241
|
-2%
|
|
|
12
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$22.3M
|
+$1.5M
|
+26,889
|
+7%
|
|
|
13
|
Garde Capital
Seattle,
Washington
|
$17.8M
|
+$222K
|
+3,980
|
+1%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.7M
|
–
|
–
|
–
|
|
|
15
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$15M
|
+$2.47M
|
+44,292
|
+20%
|
|
|
16
|
Ballentine Partners
Waltham,
Massachusetts
|
$14.9M
|
-$60.6K
|
-1,087
|
-0.4%
|
|
|
17
|
Mutual of America Capital Management
New York
|
$12.3M
|
–
|
–
|
–
|
|
|
18
|
Alexandria Capital
Arlington,
Virginia
|
$10.7M
|
+$183K
|
+3,280
|
+2%
|
|
|
19
|
GM Advisory Group
Melville,
New York
|
$10.6M
|
+$1.23M
|
+21,990
|
+13%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.19M
|
-$817K
|
-14,645
|
-8%
|
|
|
21
|
Blue Edge Capital
Richmond,
Virginia
|
$9.01M
|
+$435K
|
+7,804
|
+5%
|
|
|
22
|
North Forty Management
Seattle,
Washington
|
$8.52M
|
–
|
–
|
–
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$8.22M
|
+$3M
|
+53,766
|
+57%
|
|
|
24
|
Valentine Ventures
Bend,
Oregon
|
$7.72M
|
-$101K
|
-1,816
|
-1%
|
|
|
25
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$7.65M
|
-$146K
|
-2,612
|
-2%
|
|
