|
1
|
Wells Fargo
San Francisco,
California
|
$210M
|
+$12.5M
|
+194,023
|
+6%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$188M
|
-$38.8K
|
-600
|
-0%
|
|
|
3
|
|
$143M
|
+$25.3M
|
+390,969
|
+22%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$140M
|
+$114M
|
+1,759,803
|
+476%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$106M
|
+$8.29M
|
+128,250
|
+9%
|
|
|
6
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$93.4M
|
–
|
–
|
–
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$71.5M
|
+$3.48M
|
+53,814
|
+5%
|
|
|
8
|
Portfolio Solutions
Royal Oak,
Michigan
|
$67.1M
|
-$818K
|
-12,657
|
-1%
|
|
|
9
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$56M
|
+$27.3M
|
+422,328
|
+98%
|
|
|
10
|
WealthTrust Fairport
Cleveland,
Ohio
|
$54.2M
|
+$6.66K
|
+103
|
+0%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$44.8M
|
+$11.5M
|
+177,376
|
+35%
|
|
|
12
|
Karpus Investment Management
Pittsford,
New York
|
$40.4M
|
+$1.61M
|
+24,844
|
+4%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$31.9M
|
+$2.13M
|
+32,968
|
+7%
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$29.8M
|
+$2.93M
|
+45,391
|
+11%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$27.1M
|
+$8.38M
|
+129,611
|
+46%
|
|
|
16
|
Garde Capital
Seattle,
Washington
|
$24.9M
|
+$906K
|
+14,008
|
+4%
|
|
|
17
|
|
$23.5M
|
+$8.21M
|
+126,927
|
+55%
|
|
|
18
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$22.5M
|
+$456K
|
+7,052
|
+2%
|
|
|
19
|
|
$20.8M
|
-$457K
|
-7,076
|
-2%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$17.7M
|
-$8.02K
|
-124
|
-0%
|
|
|
21
|
Ballentine Partners
Waltham,
Massachusetts
|
$17.3M
|
+$194K
|
+2,997
|
+1%
|
|
|
22
|
|
$14.6M
|
+$11.4M
|
+175,811
|
+378%
|
|
|
23
|
Mutual of America Capital Management
New York
|
$14.5M
|
–
|
–
|
–
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.5M
|
+$499K
|
+7,716
|
+4%
|
|
|
25
|
GM Advisory Group
Melville,
New York
|
$12.4M
|
+$187K
|
+2,894
|
+2%
|
|
