|
1
|
Wells Fargo
San Francisco,
California
|
$246M
|
+$2.13M
|
+29,338
|
+0.8%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$198M
|
-$851K
|
-11,700
|
-0.4%
|
|
|
3
|
|
$177M
|
-$142K
|
-1,950
|
-0.1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$127M
|
-$520K
|
-7,146
|
-0.4%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$119M
|
-$40.8M
|
-560,821
|
-25%
|
|
|
6
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$99.4M
|
–
|
–
|
–
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$87.8M
|
+$1.94M
|
+26,670
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$77M
|
+$883K
|
+12,134
|
+1%
|
|
|
9
|
Horizon Investments
Charlotte,
North Carolina
|
$76.4M
|
+$23.3M
|
+320,506
|
+42%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$74.2M
|
+$4.05M
|
+55,683
|
+6%
|
|
|
11
|
Portfolio Solutions
Royal Oak,
Michigan
|
$73.4M
|
+$512K
|
+7,042
|
+0.7%
|
|
|
12
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$71.7M
|
+$1.85M
|
+25,448
|
+3%
|
|
|
13
|
WealthTrust Fairport
Cleveland,
Ohio
|
$59.9M
|
+$835K
|
+11,482
|
+1%
|
|
|
14
|
Karpus Investment Management
Pittsford,
New York
|
$43.4M
|
+$1.02M
|
+13,968
|
+2%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$43M
|
+$2.95M
|
+40,525
|
+7%
|
|
|
16
|
|
$38.8M
|
+$2.3M
|
+31,555
|
+6%
|
|
|
17
|
Garde Capital
Seattle,
Washington
|
$31.5M
|
+$1.48M
|
+20,366
|
+5%
|
|
|
18
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$27.4M
|
+$823K
|
+11,319
|
+3%
|
|
|
19
|
|
$21.9M
|
+$4.28M
|
+58,779
|
+23%
|
|
|
20
|
PFS Investments
Duluth,
Georgia
|
$21.2M
|
+$11.1M
|
+152,453
|
+101%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21M
|
+$7.49M
|
+102,977
|
+52%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$19.1M
|
+$1.33M
|
+18,293
|
+7%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$18.3M
|
-$9.23M
|
-126,927
|
-33%
|
|
|
24
|
|
$17.2M
|
+$271K
|
+3,726
|
+2%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$17.2M
|
+$1.33M
|
+18,254
|
+8%
|
|
