|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$11.6M
|
–
|
–
|
–
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.34M
|
-$125K
|
-3,901
|
-9%
|
|
|
3
|
|
$1.1M
|
+$22.2K
|
+695
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$795K
|
+$485K
|
+15,158
|
+162%
|
|
|
5
|
Kempner Capital Management
Galveston,
Texas
|
$632K
|
–
|
–
|
–
|
|
|
6
|
|
$606K
|
+$110K
|
+3,433
|
+23%
|
|
|
7
|
Cambridge Associates
Boston,
Massachusetts
|
$506K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$285K
|
-$64.1K
|
-2,006
|
-19%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$225K
|
+$7.99K
|
+250
|
+4%
|
|
|
10
|
SFMG Wealth Advisors
Plano,
Texas
|
$216K
|
–
|
–
|
–
|
|
|
11
|
Pathstone Family Office
Englewood,
New Jersey
|
$184K
|
–
|
–
|
–
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$158K
|
+$90.6K
|
+2,833
|
+140%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90K
|
-$6.88K
|
-215
|
-7%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$64K
|
+$20.3K
|
+635
|
+48%
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$11K
|
+$11.2K
|
+350
|
New
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$8K
|
–
|
–
|
–
|
|
|
18
|
|
$6K
|
–
|
–
|
–
|
|
|
19
|
Westside Investment Management
Santa Monica,
California
|
$3K
|
+$3.2K
|
+100
|
New
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2K
|
-$6.46K
|
-202
|
-80%
|
|
|
21
|
KLS Professional Advisors Group
New York
|
–
|
-$306K
|
-9,704
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$249K
|
-7,902
|
Closed
|
|
|
23
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$13K
|
-400
|
Closed
|
|
|
24
|
Bruderman Asset Management
Locust Valley,
New York
|
–
|
-$1K
|
-18
|
Closed
|
|
