|
1
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$5.8M
|
+$990K
|
+30,898
|
+23%
|
|
|
2
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$5.02M
|
+$85.2K
|
+2,658
|
+2%
|
|
|
3
|
Syntrinsic
Denver,
Colorado
|
$2.42M
|
+$124K
|
+3,862
|
+6%
|
|
|
4
|
Mercer Investments
Boston,
Massachusetts
|
$2.07M
|
+$911K
|
+28,417
|
+93%
|
|
|
5
|
|
$807K
|
+$94.1K
|
+2,937
|
+15%
|
|
|
6
|
Kempner Capital Management
Galveston,
Texas
|
$787K
|
+$96.1K
|
+3,000
|
+15%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$687K
|
+$80.5K
|
+2,513
|
+15%
|
|
|
8
|
|
$657K
|
-$1.03M
|
-32,103
|
-63%
|
|
|
9
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$631K
|
+$10.7K
|
+333
|
+2%
|
|
|
10
|
RVW Wealth
Los Angeles,
California
|
$593K
|
+$449K
|
+14,008
|
+475%
|
|
|
11
|
Cambridge Associates
Boston,
Massachusetts
|
$546K
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$338K
|
-$4.74K
|
-148
|
-2%
|
|
|
13
|
Team Hewins
Redwood City,
California
|
$288K
|
+$263K
|
+8,220
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$265K
|
-$897
|
-28
|
-0.4%
|
|
|
15
|
SFMG Wealth Advisors
Plano,
Texas
|
$219K
|
+$320
|
+10
|
+0.2%
|
|
|
16
|
Pathstone Holdings
Englewood,
New Jersey
|
$206K
|
+$189K
|
+5,893
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$81.3K
|
-$32.6K
|
-1,019
|
-30%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$80K
|
–
|
–
|
–
|
|
|
19
|
Powell Investment Advisors
Miami,
Florida
|
$61.2K
|
+$56.1K
|
+1,750
|
New
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$42K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31.5K
|
–
|
–
|
–
|
|
|
22
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$26.2K
|
–
|
–
|
–
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$26.2K
|
+$24K
|
+750
|
New
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.1K
|
-$236K
|
-7,364
|
-94%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$7.7K
|
+$4.81K
|
+150
|
+214%
|
|
