|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$10M
|
–
|
–
|
–
|
|
|
2
|
|
$1.04M
|
+$855K
|
+25,685
|
+225%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$659K
|
+$394K
|
+11,841
|
+101%
|
|
|
4
|
|
$574K
|
-$45.4K
|
-1,365
|
-6%
|
|
|
5
|
Kempner Capital Management
Galveston,
Texas
|
$546K
|
–
|
–
|
–
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
$522K
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$205K
|
-$158K
|
-4,740
|
-39%
|
|
|
8
|
Pathstone Family Office
Englewood,
New Jersey
|
$161K
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73K
|
-$6.16K
|
-185
|
-7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$36K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$32K
|
+$38.3K
|
+1,151
|
New
|
|
|
12
|
Citizens Financial Group
Providence,
Rhode Island
|
$28K
|
+$33.3K
|
+1,000
|
New
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$9K
|
–
|
–
|
–
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$6K
|
–
|
–
|
–
|
|
|
16
|
|
$6K
|
–
|
–
|
–
|
|
|
17
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1K
|
+$1.33K
|
+40
|
New
|
|
|
19
|
Westside Investment Management
Santa Monica,
California
|
$2
|
+$3.33K
|
+100
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.23M
|
-35,033
|
Closed
|
|
|
21
|
SFMG Wealth Advisors
Plano,
Texas
|
–
|
-$227K
|
-6,474
|
Closed
|
|
|
22
|
LPL Financial
San Diego,
California
|
–
|
-$216K
|
-6,170
|
Closed
|
|
|
23
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
–
|
-$82K
|
-2,356
|
Closed
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$1K
|
-28
|
Closed
|
|
|
25
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
–
|
+$200
|
+6
|
New
|
|
