|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$4.72M
|
–
|
–
|
–
|
|
|
2
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$4.53M
|
+$4.74M
|
+135,018
|
New
|
|
|
3
|
Syntrinsic
Denver,
Colorado
|
$2.19M
|
+$2.29M
|
+65,217
|
New
|
|
|
4
|
|
$1.71M
|
+$138K
|
+3,922
|
+8%
|
|
|
5
|
Mercer Investments
Boston,
Massachusetts
|
$1.02M
|
+$258K
|
+7,351
|
+32%
|
|
|
6
|
|
$676K
|
-$125K
|
-3,568
|
-15%
|
|
|
7
|
Kempner Capital Management
Galveston,
Texas
|
$654K
|
–
|
–
|
–
|
|
|
8
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$594K
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$575K
|
+$29.8K
|
+850
|
+5%
|
|
|
10
|
Cambridge Associates
Boston,
Massachusetts
|
$524K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$329K
|
+$138K
|
+3,945
|
+67%
|
|
|
12
|
SVB Wealth
Boston,
Massachusetts
|
$325K
|
–
|
–
|
–
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$274K
|
+$137K
|
+3,904
|
+99%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$255K
|
-$5.09K
|
-145
|
-2%
|
|
|
15
|
SFMG Wealth Advisors
Plano,
Texas
|
$210K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$112K
|
+$35.8K
|
+1,020
|
+44%
|
|
|
17
|
RVW Wealth
Los Angeles,
California
|
$98.8K
|
+$103K
|
+2,946
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$77K
|
-$3.51K
|
-100
|
-4%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$40.2K
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30.2K
|
+$24.6K
|
+700
|
+350%
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$25.1K
|
–
|
–
|
–
|
|
|
22
|
Realta Investment Advisors
Wilmington,
Delaware
|
$11.6K
|
–
|
–
|
–
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$6.71K
|
–
|
–
|
–
|
|
|
24
|
Baker Avenue Asset Management
San Francisco,
California
|
$3.35K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$2.35K
|
-$23.5K
|
-669
|
-91%
|
|
