|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$12.7M
|
-$3.01M
|
-75,317
|
-21%
|
|
|
2
|
|
$1.93M
|
+$1.3M
|
+32,610
|
+312%
|
|
|
3
|
|
$1.26M
|
+$99.5K
|
+2,493
|
+10%
|
|
|
4
|
Kempner Capital Management
Galveston,
Texas
|
$874K
|
–
|
–
|
–
|
|
|
5
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$774K
|
+$688K
|
+17,249
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$771K
|
-$485K
|
-12,141
|
-41%
|
|
|
7
|
Cambridge Associates
Boston,
Massachusetts
|
$700K
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$527K
|
-$18.4K
|
-462
|
-4%
|
|
|
9
|
SVB Wealth
Boston,
Massachusetts
|
$435K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$424K
|
+$74.4K
|
+1,864
|
+25%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$324K
|
-$3.39K
|
-85
|
-1%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$307K
|
-$5.91K
|
-148
|
-2%
|
|
|
13
|
SFMG Wealth Advisors
Plano,
Texas
|
$280K
|
-$9.26K
|
-232
|
-4%
|
|
|
14
|
Pathstone Family Office
Englewood,
New Jersey
|
$258K
|
+$359
|
+9
|
+0.2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$149K
|
-$3.27K
|
-82
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$33K
|
-$36.6K
|
-916
|
-56%
|
|
|
17
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$16K
|
–
|
–
|
–
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$10K
|
–
|
–
|
–
|
|
|
20
|
|
$9K
|
–
|
–
|
–
|
|
|
21
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
22
|
Westside Investment Management
Santa Monica,
California
|
$4
|
–
|
–
|
–
|
|
|
23
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$27K
|
-750
|
Closed
|
|
