|
1
|
Wells Fargo
San Francisco,
California
|
$254M
|
-$10.6M
|
-143,741
|
-4%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$208M
|
+$59.2K
|
+800
|
+0%
|
|
|
3
|
|
$185M
|
-$37.9M
|
-512,350
|
-17%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$165M
|
-$11.4M
|
-153,333
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$133M
|
-$1.4M
|
-18,863
|
-1%
|
|
|
6
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$104M
|
–
|
–
|
–
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$89.6M
|
+$3.87M
|
+52,258
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$79.4M
|
+$7.29M
|
+98,491
|
+10%
|
|
|
9
|
Portfolio Solutions
Royal Oak,
Michigan
|
$76M
|
+$4.19M
|
+56,567
|
+6%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$73.3M
|
+$4.97M
|
+67,158
|
+7%
|
|
|
11
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$72.9M
|
+$3.98M
|
+53,690
|
+6%
|
|
|
12
|
WealthTrust Fairport
Cleveland,
Ohio
|
$61.6M
|
-$269K
|
-3,633
|
-0.4%
|
|
|
13
|
Horizon Investments
Charlotte,
North Carolina
|
$56.3M
|
+$57.2M
|
+771,874
|
New
|
|
|
14
|
Karpus Investment Management
Pittsford,
New York
|
$45.1M
|
+$320K
|
+4,318
|
+0.7%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$41.8M
|
+$249K
|
+3,367
|
+0.6%
|
|
|
16
|
|
$38.2M
|
+$2.27M
|
+30,637
|
+6%
|
|
|
17
|
Garde Capital
Seattle,
Washington
|
$31.4M
|
+$2.25M
|
+30,396
|
+8%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$28.4M
|
-$43.9K
|
-593
|
-0.2%
|
|
|
19
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$27.7M
|
+$739K
|
+9,985
|
+3%
|
|
|
20
|
Sage Advisory Services
Austin,
Texas
|
$25M
|
-$14M
|
-189,541
|
-36%
|
|
|
21
|
|
$22.5M
|
+$15.2M
|
+204,815
|
+197%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.9M
|
+$99.5K
|
+1,344
|
+0.5%
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
$18.6M
|
+$6.36M
|
+85,869
|
+51%
|
|
|
24
|
|
$18.5M
|
-$4.22M
|
-56,932
|
-18%
|
|
|
25
|
|
$17.7M
|
+$535K
|
+7,220
|
+3%
|
|
