|
1
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$171M
|
–
|
–
|
–
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$171M
|
+$129M
|
+2,161,750
|
+276%
|
|
|
3
|
|
$101M
|
-$7.14M
|
-120,022
|
-6%
|
|
|
4
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$83.2M
|
-$8.92M
|
-150,000
|
-10%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$79M
|
+$4.44M
|
+74,694
|
+6%
|
|
|
6
|
Portfolio Solutions
Royal Oak,
Michigan
|
$61M
|
-$776K
|
-13,044
|
-1%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$53.5M
|
+$2.8M
|
+47,117
|
+5%
|
|
|
8
|
WealthTrust Fairport
Cleveland,
Ohio
|
$46.4M
|
+$4.73M
|
+79,476
|
+11%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$32.3M
|
+$1.13M
|
+18,975
|
+4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$24.9M
|
+$1.64M
|
+27,529
|
+7%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$24.6M
|
+$1.14M
|
+19,132
|
+5%
|
|
|
12
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$24M
|
+$428K
|
+7,187
|
+2%
|
|
|
13
|
Garde Capital
Seattle,
Washington
|
$20.7M
|
+$5.96M
|
+100,249
|
+39%
|
|
|
14
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$18.2M
|
+$491K
|
+8,259
|
+3%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.1M
|
-$1.34M
|
-22,444
|
-8%
|
|
|
16
|
|
$15.8M
|
+$9.07M
|
+152,487
|
+129%
|
|
|
17
|
Ballentine Partners
Waltham,
Massachusetts
|
$15.4M
|
-$117K
|
-1,975
|
-0.7%
|
|
|
18
|
Mutual of America Capital Management
New York
|
$12.8M
|
–
|
–
|
–
|
|
|
19
|
Alexandria Capital
Arlington,
Virginia
|
$11.9M
|
+$72.3K
|
+1,215
|
+0.6%
|
|
|
20
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$11.7M
|
-$656K
|
-11,029
|
-5%
|
|
|
21
|
|
$11.3M
|
+$11.5M
|
+193,968
|
New
|
|
|
22
|
GM Advisory Group
Melville,
New York
|
$10.7M
|
-$161K
|
-2,698
|
-1%
|
|
|
23
|
American Economic Planning Group
Warren,
New Jersey
|
$10.7M
|
+$5.55M
|
+93,248
|
+103%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$10.4M
|
+$5.31M
|
+89,201
|
+99%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.4M
|
-$165K
|
-2,776
|
-2%
|
|
