|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$12.9M
|
–
|
–
|
–
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
+$1.04M
|
+29,333
|
New
|
|
|
3
|
|
$923K
|
+$101K
|
+2,860
|
+13%
|
|
|
4
|
Kempner Capital Management
Galveston,
Texas
|
$704K
|
–
|
–
|
–
|
|
|
5
|
Cambridge Associates
Boston,
Massachusetts
|
$564K
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$440K
|
-$382K
|
-10,782
|
-47%
|
|
|
7
|
|
$377K
|
-$780K
|
-21,987
|
-68%
|
|
|
8
|
SVB Wealth
Boston,
Massachusetts
|
$350K
|
+$344K
|
+9,704
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$274K
|
+$228K
|
+6,423
|
+558%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$264K
|
+$40.5K
|
+1,143
|
+19%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$253K
|
-$12.1K
|
-340
|
-5%
|
|
|
12
|
SFMG Wealth Advisors
Plano,
Texas
|
$234K
|
–
|
–
|
–
|
|
|
13
|
Pathstone Family Office
Englewood,
New Jersey
|
$207K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$123K
|
-$36.4K
|
-1,025
|
-23%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$59K
|
+$13K
|
+367
|
+29%
|
|
|
16
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
17
|
Prospera Financial Services
Dallas,
Texas
|
$27K
|
+$26.6K
|
+750
|
New
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$13K
|
–
|
–
|
–
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$8K
|
–
|
–
|
–
|
|
|
20
|
|
$7K
|
–
|
–
|
–
|
|
|
21
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Westside Investment Management
Santa Monica,
California
|
$3
|
–
|
–
|
–
|
|
|
24
|
Citizens Financial Group
Providence,
Rhode Island
|
–
|
-$33K
|
-1,000
|
Closed
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$23K
|
-688
|
Closed
|
|
