|
1
|
Wells Fargo
San Francisco,
California
|
$264M
|
+$7.86M
|
+110,160
|
+3%
|
|
|
2
|
|
$222M
|
+$57M
|
+798,121
|
+36%
|
|
|
3
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$208M
|
-$66.8K
|
-935
|
-0%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$176M
|
+$18.8M
|
+263,569
|
+12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$134M
|
+$7.68M
|
+107,566
|
+6%
|
|
|
6
|
Credit Suisse
Zurich,
Switzerland
|
$104M
|
+$102M
|
+1,427,144
|
New
|
|
|
7
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$104M
|
–
|
–
|
–
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$85.7M
|
+$2.92M
|
+40,866
|
+4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$72.2M
|
+$2.56M
|
+35,910
|
+4%
|
|
|
10
|
Portfolio Solutions
Royal Oak,
Michigan
|
$71.8M
|
-$1.05M
|
-14,656
|
-1%
|
|
|
11
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$69M
|
+$2.4M
|
+33,585
|
+4%
|
|
|
12
|
Mather Group
Chicago,
Illinois
|
$68.3M
|
+$3.59M
|
+50,277
|
+6%
|
|
|
13
|
WealthTrust Fairport
Cleveland,
Ohio
|
$61.8M
|
+$576K
|
+8,064
|
+1%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$56.9M
|
+$51.2M
|
+716,735
|
+1,115%
|
|
|
15
|
Karpus Investment Management
Pittsford,
New York
|
$44.7M
|
-$408K
|
-5,721
|
-0.9%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.2M
|
+$921K
|
+12,904
|
+2%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$41.5M
|
+$3.1M
|
+43,485
|
+8%
|
|
|
18
|
Sage Advisory Services
Austin,
Texas
|
$38.8M
|
+$24.8M
|
+347,931
|
+189%
|
|
|
19
|
|
$35.9M
|
+$2.3M
|
+32,152
|
+7%
|
|
|
20
|
Garde Capital
Seattle,
Washington
|
$29.1M
|
-$734K
|
-10,274
|
-3%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$28.4M
|
-$709K
|
-9,932
|
-2%
|
|
|
22
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$27M
|
+$849K
|
+11,891
|
+3%
|
|
|
23
|
|
$22.7M
|
-$205K
|
-2,876
|
-0.9%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.8M
|
+$154K
|
+2,152
|
+0.8%
|
|
|
25
|
Ballentine Partners
Waltham,
Massachusetts
|
$17.6M
|
-$415K
|
-5,818
|
-2%
|
|
