Company Name

Industry

Location

Revenue

Employees

Socially Responsible Investment Portfolio

Investment Management

United States, Pennsylvania

$1B and Over

11-50

Bluestone Capital Management

Investment Management

United States, Pennsylvania

$250M to $500M

11-50

Bernardo Wealth Planning

Investment Management

United States, Pennsylvania

$250M to $500M

11-50

Lockwood Advisors

Investment Management

United States, Pennsylvania

$250M to $500M

11-50

DundeeWealth US

Investment Management

United States, Pennsylvania

$250M to $500M

11-50

Love Communities

Investment Management

United States, Pennsylvania

$250M to $500M

11-50

Mill Creek Capital Advisors

Investment Management

United States, Pennsylvania

$50M to $100M

11-50

SVG Capital

Investment Management

United States, Pennsylvania

$50M to $100M

11-50

Meradia

Investment Management

United States, Pennsylvania

$25M to $50M

11-50

Xponance

Investment Management

United States, Pennsylvania

$25M to $50M

11-50

GeoInvesting

Investment Management

United States, Pennsylvania

$25M to $50M

11-50

Miller Investment Management, LP

Investment Management

United States, Pennsylvania

$25M to $50M

11-50

Emerald Asset Management

Investment Management

United States, Pennsylvania

$25M to $50M

11-50

Zeke Capital Advisors

Investment Management

United States, Pennsylvania

$25M to $50M

11-50

Atairos

Investment Management

United States, Pennsylvania

$25M to $50M

11-50

Biondo Investment Advisors, LLC*

Investment Management

United States, Pennsylvania

$10M to $25M

11-50

Legend Financial Advisors

Investment Management

United States, Pennsylvania

$10M to $25M

11-50

PPR Capital Management

Investment Management

United States, Pennsylvania

$10M to $25M

11-50

Stanley-Laman Group

Investment Management

United States, Pennsylvania

$10M to $25M

11-50

Mt. Lucas Management

Investment Management

United States, Pennsylvania

$10M to $25M

11-50