|
1
|
|
$150M
|
-$7.96M
|
-122,488
|
-5%
|
|
|
2
|
Mather Group
Chicago,
Illinois
|
$107M
|
+$7.34M
|
+112,850
|
+8%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$86.4M
|
-$1.15M
|
-17,635
|
-1%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$83M
|
+$81.7M
|
+1,256,304
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$81M
|
+$1.38M
|
+21,293
|
+2%
|
|
|
6
|
Portfolio Solutions
Royal Oak,
Michigan
|
$68.6M
|
-$607K
|
-9,332
|
-0.9%
|
|
|
7
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$68.2M
|
-$1.17M
|
-17,961
|
-2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$55.9M
|
-$377K
|
-5,793
|
-0.7%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$54.1M
|
+$2.6M
|
+39,953
|
+5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$50.7M
|
-$16M
|
-246,594
|
-24%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$45.3M
|
+$902K
|
+13,872
|
+2%
|
|
|
12
|
|
$44.5M
|
+$1.88M
|
+28,893
|
+4%
|
|
|
13
|
Karpus Investment Management
Pittsford,
New York
|
$43.7M
|
+$1.8M
|
+27,707
|
+4%
|
|
|
14
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$43.2M
|
+$24.9M
|
+382,425
|
New
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$43.1M
|
+$2.01M
|
+30,913
|
+5%
|
|
|
16
|
Garde Capital
Seattle,
Washington
|
$32.8M
|
+$1.22M
|
+18,714
|
+4%
|
|
|
17
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$27.8M
|
+$54.8K
|
+842
|
+0.2%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$24.6M
|
+$358K
|
+5,502
|
+1%
|
|
|
19
|
Tiedemann Advisors
New York
|
$21.9M
|
-$1.94M
|
-29,783
|
-8%
|
|
|
20
|
WestEnd Advisors
Charlotte,
North Carolina
|
$21.7M
|
+$2.86M
|
+43,977
|
+15%
|
|
|
21
|
Iconiq Capital
San Francisco,
California
|
$21.1M
|
+$20.8M
|
+319,498
|
New
|
|
|
22
|
BB&T Securities
Richmond,
Virginia
|
$20.4M
|
+$3.05M
|
+46,875
|
+18%
|
|
|
23
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$19.3M
|
+$4.89M
|
+75,237
|
+35%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.3M
|
+$1.3M
|
+20,066
|
+8%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$17.3M
|
+$364K
|
+5,597
|
+2%
|
|
