|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$12.5M
|
+$167K
|
+4,868
|
+1%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.23M
|
-$108K
|
-3,168
|
-8%
|
|
|
3
|
|
$766K
|
+$48.8K
|
+1,425
|
+7%
|
|
|
4
|
Kempner Capital Management
Galveston,
Texas
|
$683K
|
–
|
–
|
–
|
|
|
5
|
Cambridge Associates
Boston,
Massachusetts
|
$547K
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$421K
|
+$4.04K
|
+118
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$410K
|
-$37.3K
|
-1,090
|
-9%
|
|
|
8
|
|
$400K
|
-$503K
|
-14,673
|
-56%
|
|
|
9
|
SFMG Wealth Advisors
Plano,
Texas
|
$227K
|
+$308
|
+9
|
+0.1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$216K
|
-$19.7K
|
-575
|
-9%
|
|
|
11
|
Pathstone Family Office
Englewood,
New Jersey
|
$201K
|
+$2.71K
|
+79
|
+1%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$137K
|
-$31.7K
|
-925
|
-19%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98K
|
-$1.78K
|
-52
|
-2%
|
|
|
14
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$82K
|
+$80.7K
|
+2,356
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$45K
|
-$3.25K
|
-95
|
-7%
|
|
|
16
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$12K
|
–
|
–
|
–
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$8K
|
–
|
–
|
–
|
|
|
19
|
|
$7K
|
–
|
–
|
–
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5K
|
+$2.71K
|
+79
|
+152%
|
|
|
21
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$34
|
+1
|
New
|
|
