|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$171M
|
-$41.2K
|
-700
|
-0%
|
|
|
2
|
|
$113M
|
-$6.79M
|
-115,280
|
-6%
|
|
|
3
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$95.1M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$77.9M
|
+$2.89M
|
+49,127
|
+4%
|
|
|
5
|
Portfolio Solutions
Royal Oak,
Michigan
|
$64.4M
|
+$549K
|
+9,314
|
+0.9%
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$52.9M
|
+$1.68M
|
+28,519
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$47.4M
|
+$1.89M
|
+32,160
|
+4%
|
|
|
8
|
WealthTrust Fairport
Cleveland,
Ohio
|
$43.6M
|
+$41.8M
|
+710,201
|
+7,845%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$32.6M
|
+$6.95K
|
+118
|
+0%
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$24.6M
|
+$286K
|
+4,854
|
+1%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$24.5M
|
-$1.06M
|
-18,026
|
-4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$24.3M
|
-$6.31M
|
-107,179
|
-21%
|
|
|
13
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$18.5M
|
+$2.08M
|
+35,329
|
+13%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.1M
|
–
|
–
|
–
|
|
|
15
|
Ballentine Partners
Waltham,
Massachusetts
|
$16.2M
|
+$2.42K
|
+41
|
+0%
|
|
|
16
|
Garde Capital
Seattle,
Washington
|
$13.8M
|
-$3.69M
|
-62,724
|
-20%
|
|
|
17
|
Mutual of America Capital Management
New York
|
$13.4M
|
–
|
–
|
–
|
|
|
18
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$12.9M
|
+$4.43M
|
+75,263
|
+55%
|
|
|
19
|
Alexandria Capital
Arlington,
Virginia
|
$12.3M
|
+$667K
|
+11,331
|
+6%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$11.7M
|
+$8.55M
|
+145,104
|
+293%
|
|
|
21
|
GM Advisory Group
Melville,
New York
|
$11.3M
|
-$265K
|
-4,492
|
-2%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11M
|
-$26.8M
|
-454,477
|
-71%
|
|
|
23
|
Blue Edge Capital
Richmond,
Virginia
|
$9.63M
|
-$154K
|
-2,607
|
-2%
|
|
|
24
|
North Forty Management
Seattle,
Washington
|
$9.26M
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.48M
|
-$1.47M
|
-25,027
|
-15%
|
|
