|
1
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$7.29M
|
+$1.02M
|
+28,416
|
+17%
|
|
|
2
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$5.38M
|
–
|
–
|
–
|
|
|
3
|
Syntrinsic
Denver,
Colorado
|
$2.8M
|
+$199K
|
+5,549
|
+8%
|
|
|
4
|
Mercer Investments
Boston,
Massachusetts
|
$1.11M
|
-$1.06M
|
-29,481
|
-50%
|
|
|
5
|
|
$856K
|
-$9.91K
|
-276
|
-1%
|
|
|
6
|
Kempner Capital Management
Galveston,
Texas
|
$844K
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$722K
|
+$419K
|
+11,676
|
+154%
|
|
|
8
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$677K
|
–
|
–
|
–
|
|
|
9
|
|
$672K
|
-$31K
|
-862
|
-5%
|
|
|
10
|
RVW Wealth
Los Angeles,
California
|
$635K
|
-$970
|
-27
|
-0.2%
|
|
|
11
|
Cambridge Associates
Boston,
Massachusetts
|
$586K
|
–
|
–
|
–
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$414K
|
+$396K
|
+11,034
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$386K
|
+$22.9K
|
+637
|
+7%
|
|
|
14
|
Team Hewins
Redwood City,
California
|
$308K
|
–
|
–
|
–
|
|
|
15
|
SFMG Wealth Advisors
Plano,
Texas
|
$235K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$224K
|
+$214K
|
+5,970
|
New
|
|
|
17
|
Pathstone Holdings
Englewood,
New Jersey
|
$221K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$87.2K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$80K
|
-$7.61K
|
-212
|
-9%
|
|
|
20
|
Powell Investment Advisors
Miami,
Florida
|
$65.7K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$55.8K
|
-$652K
|
-18,168
|
-92%
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$45K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$33.5K
|
+$24.2K
|
+673
|
+306%
|
|
|
24
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$28.1K
|
–
|
–
|
–
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$28K
|
–
|
–
|
–
|
|
