|
1
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$8.11M
|
+$1.12M
|
+31,405
|
+16%
|
|
|
2
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$5.15M
|
–
|
–
|
–
|
|
|
3
|
Syntrinsic
Denver,
Colorado
|
$2.81M
|
+$130K
|
+3,646
|
+5%
|
|
|
4
|
|
$930K
|
+$111K
|
+3,101
|
+14%
|
|
|
5
|
Kempner Capital Management
Galveston,
Texas
|
$808K
|
–
|
–
|
–
|
|
|
6
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$648K
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$576K
|
-$114K
|
-3,202
|
-17%
|
|
|
8
|
Cambridge Associates
Boston,
Massachusetts
|
$561K
|
–
|
–
|
–
|
|
|
9
|
RVW Wealth
Los Angeles,
California
|
$517K
|
-$90.3K
|
-2,530
|
-15%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$453K
|
+$83.4K
|
+2,337
|
+23%
|
|
|
11
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$297K
|
+$295K
|
+8,261
|
New
|
|
|
12
|
Team Hewins
Redwood City,
California
|
$295K
|
–
|
–
|
–
|
|
|
13
|
|
$228K
|
-$413K
|
-11,559
|
-65%
|
|
|
14
|
SFMG Wealth Advisors
Plano,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
15
|
Pathstone Holdings
Englewood,
New Jersey
|
$212K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$88.5K
|
+$5K
|
+140
|
+6%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$68K
|
-$8.21K
|
-230
|
-11%
|
|
|
18
|
Powell Investment Advisors
Miami,
Florida
|
$62.8K
|
–
|
–
|
–
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$43.1K
|
–
|
–
|
–
|
|
|
20
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$26.9K
|
–
|
–
|
–
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$26.9K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.1K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$14.3K
|
-$38.9K
|
-1,089
|
-73%
|
|
|
24
|
|
$8.98K
|
+$8.92K
|
+250
|
New
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$8.8K
|
+$8.74K
|
+245
|
New
|
|
