|
1
|
Wells Fargo
San Francisco,
California
|
$240M
|
+$22M
|
+326,370
|
+10%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$194M
|
-$505K
|
-7,500
|
-0.3%
|
|
|
3
|
|
$153M
|
+$4.73M
|
+70,263
|
+3%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$146M
|
+$1.1M
|
+16,382
|
+0.8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$118M
|
+$8.44M
|
+125,475
|
+8%
|
|
|
6
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$96.8M
|
–
|
–
|
–
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$77.4M
|
+$3.26M
|
+48,487
|
+4%
|
|
|
8
|
Portfolio Solutions
Royal Oak,
Michigan
|
$68.2M
|
-$1.3M
|
-19,336
|
-2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$65.1M
|
+$18.3M
|
+272,616
|
+40%
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$62.2M
|
+$4.12M
|
+61,211
|
+7%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$60.5M
|
+$29.2M
|
+434,524
|
+96%
|
|
|
12
|
WealthTrust Fairport
Cleveland,
Ohio
|
$57.3M
|
+$1.16M
|
+17,187
|
+2%
|
|
|
13
|
Horizon Investments
Charlotte,
North Carolina
|
$48.6M
|
+$50.8M
|
+755,381
|
New
|
|
|
14
|
Karpus Investment Management
Pittsford,
New York
|
$42.2M
|
+$319K
|
+4,748
|
+0.8%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.5M
|
+$36.4M
|
+541,291
|
+1,031%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$35.9M
|
+$2.82M
|
+41,910
|
+9%
|
|
|
17
|
|
$31.4M
|
+$6.94M
|
+103,115
|
+29%
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$28M
|
+$2.1M
|
+31,213
|
+8%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$27.2M
|
-$855K
|
-12,706
|
-3%
|
|
|
20
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$24.4M
|
+$1.12M
|
+16,697
|
+5%
|
|
|
21
|
|
$21.4M
|
-$178K
|
-2,641
|
-0.8%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.4M
|
+$31.8K
|
+472
|
+0.2%
|
|
|
23
|
Ballentine Partners
Waltham,
Massachusetts
|
$16.9M
|
-$726K
|
-10,796
|
-4%
|
|
|
24
|
FDx Advisors
Chicago,
Illinois
|
$16.7M
|
+$16.2M
|
+240,934
|
+6,739%
|
|
|
25
|
|
$15.4M
|
+$196K
|
+2,913
|
+1%
|
|
