|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$11.8M
|
–
|
–
|
–
|
|
|
2
|
|
$1.07M
|
-$148K
|
-4,663
|
-13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$755K
|
-$18K
|
-566
|
-2%
|
|
|
4
|
|
$747K
|
+$70.9K
|
+2,229
|
+11%
|
|
|
5
|
Kempner Capital Management
Galveston,
Texas
|
$641K
|
–
|
–
|
–
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
$514K
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$241K
|
+$1.69K
|
+53
|
+0.7%
|
|
|
8
|
SFMG Wealth Advisors
Plano,
Texas
|
$213K
|
+$206K
|
+6,474
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$203K
|
+$196K
|
+6,170
|
New
|
|
|
10
|
Pathstone Family Office
Englewood,
New Jersey
|
$189K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$145K
|
+$58.6K
|
+1,842
|
+71%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$42K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$39K
|
–
|
–
|
–
|
|
|
14
|
Citizens Financial Group
Providence,
Rhode Island
|
$33K
|
–
|
–
|
–
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$23K
|
+$21.9K
|
+688
|
New
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$12K
|
–
|
–
|
–
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$8K
|
–
|
–
|
–
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$8K
|
+$7.95K
|
+250
|
New
|
|
|
20
|
|
$7K
|
–
|
–
|
–
|
|
|
21
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$4K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4K
|
+$3.18K
|
+100
|
New
|
|
|
23
|
Westside Investment Management
Santa Monica,
California
|
$3
|
–
|
–
|
–
|
|
