|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$9.88M
|
+$11M
|
+352,642
|
New
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.72M
|
+$1.59M
|
+51,090
|
+502%
|
|
|
3
|
|
$616K
|
+$492K
|
+15,802
|
+256%
|
|
|
4
|
Kempner Capital Management
Galveston,
Texas
|
$546K
|
–
|
–
|
–
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$518K
|
+$575K
|
+18,468
|
New
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
$438K
|
+$486K
|
+15,615
|
New
|
|
|
7
|
|
$373K
|
+$50K
|
+1,607
|
+14%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$351K
|
-$652K
|
-20,960
|
-63%
|
|
|
9
|
KLS Professional Advisors Group
New York
|
$272K
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$265K
|
-$436K
|
-14,017
|
-60%
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$158K
|
+$144K
|
+4,620
|
+453%
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$87K
|
+$97.1K
|
+3,120
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$85K
|
-$1.62K
|
-52
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$66K
|
+$6.22K
|
+200
|
+9%
|
|
|
15
|
SeaCrest Wealth Management
Purchase,
New York
|
$11K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7K
|
-$278K
|
-8,935
|
-97%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$7K
|
–
|
–
|
–
|
|
|
18
|
|
$6K
|
–
|
–
|
–
|
|
|
19
|
Westside Investment Management
Santa Monica,
California
|
$2.8K
|
+$3.11K
|
+100
|
New
|
|
|
20
|
Evensky & Katz
Coral Gables,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
21
|
Bruderman Asset Management
Locust Valley,
New York
|
$1K
|
+$560
|
+18
|
New
|
|
|
22
|
SFMG Wealth Advisors
Plano,
Texas
|
–
|
-$206K
|
-6,459
|
Closed
|
|
|
23
|
LPL Financial
San Diego,
California
|
–
|
-$202K
|
-6,084
|
Closed
|
|
|
24
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$47K
|
-1,552
|
Closed
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
–
|
-$12K
|
-350
|
Closed
|
|
