|
1
|
Wells Fargo
San Francisco,
California
|
$189M
|
+$3.01M
|
+48,591
|
+2%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$181M
|
+$1.65M
|
+26,740
|
+0.9%
|
|
|
3
|
|
$113M
|
+$2.99M
|
+48,369
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$93.7M
|
+$7.51M
|
+121,411
|
+9%
|
|
|
5
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$89.9M
|
–
|
–
|
–
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$65.4M
|
+$6.93M
|
+112,052
|
+12%
|
|
|
7
|
Portfolio Solutions
Royal Oak,
Michigan
|
$65.3M
|
-$1.11M
|
-17,952
|
-2%
|
|
|
8
|
WealthTrust Fairport
Cleveland,
Ohio
|
$52.1M
|
+$1.5M
|
+24,185
|
+3%
|
|
|
9
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$42.2M
|
+$50.6M
|
+818,628
|
New
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$37.3M
|
+$2.07M
|
+33,417
|
+6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$31.9M
|
+$4.64M
|
+74,987
|
+17%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$28.6M
|
+$1.77M
|
+28,563
|
+7%
|
|
|
13
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$27.1M
|
+$996K
|
+16,105
|
+4%
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$25.8M
|
+$23.5M
|
+379,820
|
+1,380%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$23.4M
|
+$22.5M
|
+363,658
|
+5,913%
|
|
|
16
|
Garde Capital
Seattle,
Washington
|
$23.1M
|
+$513K
|
+8,297
|
+2%
|
|
|
17
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$21.2M
|
+$1.29M
|
+20,838
|
+7%
|
|
|
18
|
|
$20.5M
|
+$15.3M
|
+247,236
|
+324%
|
|
|
19
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$18.6M
|
+$5.72M
|
+92,429
|
+46%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$17.9M
|
+$17.4M
|
+281,538
|
+28,042%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$17.1M
|
-$432K
|
-6,977
|
-3%
|
|
|
22
|
Ballentine Partners
Waltham,
Massachusetts
|
$16.2M
|
-$648K
|
-10,478
|
-4%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$15.4M
|
+$14.7M
|
+237,952
|
+4,636%
|
|
|
24
|
|
$14.6M
|
+$2.25M
|
+36,391
|
+19%
|
|
|
25
|
Mutual of America Capital Management
New York
|
$14M
|
–
|
–
|
–
|
|
