|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$11.2M
|
–
|
–
|
–
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.43M
|
-$496K
|
-16,098
|
-26%
|
|
|
3
|
|
$1.05M
|
+$349K
|
+11,309
|
+51%
|
|
|
4
|
Kempner Capital Management
Galveston,
Texas
|
$615K
|
–
|
–
|
–
|
|
|
5
|
Cambridge Associates
Boston,
Massachusetts
|
$493K
|
–
|
–
|
–
|
|
|
6
|
|
$481K
|
+$59.8K
|
+1,939
|
+15%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$340K
|
-$53.8K
|
-1,744
|
-14%
|
|
|
8
|
KLS Professional Advisors Group
New York
|
$306K
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$295K
|
-$3.12K
|
-101
|
-1%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$249K
|
-$326K
|
-10,566
|
-57%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$211K
|
+$207K
|
+6,703
|
New
|
|
|
12
|
SFMG Wealth Advisors
Plano,
Texas
|
$204K
|
+$199K
|
+6,465
|
New
|
|
|
13
|
Pathstone Family Office
Englewood,
New Jersey
|
$179K
|
+$175K
|
+5,660
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$95K
|
–
|
–
|
–
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$64K
|
-$112K
|
-3,616
|
-64%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$42K
|
-$32.2K
|
-1,045
|
-44%
|
|
|
17
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$23K
|
-$73.1K
|
-2,370
|
-76%
|
|
|
18
|
SeaCrest Wealth Management
Purchase,
New York
|
$13K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$7K
|
–
|
–
|
–
|
|
|
21
|
|
$6K
|
–
|
–
|
–
|
|
|
22
|
Bruderman Asset Management
Locust Valley,
New York
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Evensky & Katz
Coral Gables,
Florida
|
–
|
-$1K
|
-24
|
Closed
|
|
