|
1
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$9.59M
|
+$724K
|
+19,370
|
+9%
|
|
|
2
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$5.61M
|
–
|
–
|
–
|
|
|
3
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$5.61M
|
+$5.36M
|
+143,407
|
New
|
|
|
4
|
Syntrinsic
Denver,
Colorado
|
$2.96M
|
-$94.2K
|
-2,519
|
-3%
|
|
|
5
|
|
$937K
|
-$73.3K
|
-1,961
|
-8%
|
|
|
6
|
Kempner Capital Management
Galveston,
Texas
|
$881K
|
–
|
–
|
–
|
|
|
7
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$706K
|
–
|
–
|
–
|
|
|
8
|
Cambridge Associates
Boston,
Massachusetts
|
$611K
|
–
|
–
|
–
|
|
|
9
|
RVW Wealth
Los Angeles,
California
|
$563K
|
-$112
|
-3
|
-0%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$534K
|
-$89.8K
|
-2,402
|
-15%
|
|
|
11
|
Team Hewins
Redwood City,
California
|
$322K
|
–
|
–
|
–
|
|
|
12
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$319K
|
-$3.74K
|
-100
|
-1%
|
|
|
13
|
SFMG Wealth Advisors
Plano,
Texas
|
$245K
|
–
|
–
|
–
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$231K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$205K
|
+$196K
|
+5,236
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$96.4K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73K
|
-$748
|
-20
|
-1%
|
|
|
18
|
Powell Investment Advisors
Miami,
Florida
|
$68.5K
|
–
|
–
|
–
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$47K
|
–
|
–
|
–
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$29.4K
|
–
|
–
|
–
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$29.4K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27.4K
|
–
|
–
|
–
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$18.5K
|
+$8.71K
|
+233
|
+95%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$14.4K
|
-$1.16K
|
-31
|
-8%
|
|
|
25
|
|
$9.78K
|
–
|
–
|
–
|
|
