|
1
|
Wells Fargo
San Francisco,
California
|
$191M
|
-$13.6M
|
-209,906
|
-6%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$158M
|
+$433K
|
+6,690
|
+0.3%
|
|
|
3
|
|
$154M
|
+$2.46M
|
+37,977
|
+2%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$111M
|
+$71M
|
+1,095,795
|
+148%
|
|
|
5
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$86.1M
|
–
|
–
|
–
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$80.9M
|
+$4.73M
|
+73,031
|
+6%
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
$74.3M
|
+$2.93M
|
+45,293
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$73.1M
|
-$38.6M
|
-595,423
|
-33%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$71.2M
|
+$1.18M
|
+18,157
|
+2%
|
|
|
10
|
Tiedemann Advisors
New York
|
$63.3M
|
+$66.9M
|
+1,032,517
|
+9,175%
|
|
|
11
|
Portfolio Solutions
Royal Oak,
Michigan
|
$61.9M
|
-$3.29M
|
-50,731
|
-5%
|
|
|
12
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$54.4M
|
-$9.02M
|
-139,224
|
-13%
|
|
|
13
|
WealthTrust Fairport
Cleveland,
Ohio
|
$43.2M
|
-$11.9M
|
-183,865
|
-21%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$42.3M
|
+$1.58M
|
+24,324
|
+4%
|
|
|
15
|
Karpus Investment Management
Pittsford,
New York
|
$36.1M
|
-$1.47M
|
-22,640
|
-4%
|
|
|
16
|
|
$35.8M
|
+$366K
|
+5,653
|
+1%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$34.3M
|
+$2.34M
|
+36,120
|
+7%
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$28.1M
|
+$799K
|
+12,338
|
+3%
|
|
|
19
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$24.9M
|
+$904K
|
+13,950
|
+4%
|
|
|
20
|
Sepio Capital
Salt Lake City,
Utah
|
$16.3M
|
+$27.8M
|
+428,582
|
New
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.3M
|
-$2.16M
|
-33,325
|
-11%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$13.7M
|
-$509K
|
-7,859
|
-3%
|
|
|
23
|
Ballentine Partners
Waltham,
Massachusetts
|
$13.7M
|
-$289K
|
-4,462
|
-2%
|
|
|
24
|
|
$13.6M
|
-$1.76M
|
-27,229
|
-11%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.5M
|
–
|
–
|
–
|
|
