|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$12.5M
|
–
|
–
|
–
|
|
|
2
|
|
$1.69M
|
+$470K
|
+10,190
|
+36%
|
|
|
3
|
Kempner Capital Management
Galveston,
Texas
|
$863K
|
–
|
–
|
–
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$764K
|
+$255K
|
+5,525
|
+47%
|
|
|
5
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$763K
|
–
|
–
|
–
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$741K
|
+$338K
|
+7,324
|
+78%
|
|
|
7
|
Cambridge Associates
Boston,
Massachusetts
|
$691K
|
–
|
–
|
–
|
|
|
8
|
|
$334K
|
-$1.64M
|
-35,527
|
-82%
|
|
|
9
|
CIBC World Market
Toronto,
Ontario, Canada
|
$310K
|
+$324K
|
+7,010
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$302K
|
-$1.48K
|
-32
|
-0.5%
|
|
|
11
|
SFMG Wealth Advisors
Plano,
Texas
|
$276K
|
–
|
–
|
–
|
|
|
12
|
Pathstone Family Office
Englewood,
New Jersey
|
$254K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$147K
|
–
|
–
|
–
|
|
|
14
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$15.5K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$13K
|
-$20.8K
|
-451
|
-61%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$10K
|
–
|
–
|
–
|
|
|
18
|
|
$9K
|
–
|
–
|
–
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Spire Wealth Management
Mclean,
Virginia
|
$1K
|
+$1.2K
|
+26
|
New
|
|
|
21
|
Westside Investment Management
Santa Monica,
California
|
$4
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$771K
|
-17,192
|
Closed
|
|
|
23
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$435K
|
-9,704
|
Closed
|
|
|
24
|
LPL Financial
San Diego,
California
|
–
|
-$324K
|
-7,228
|
Closed
|
|
|
25
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
–
|
-$5K
|
-121
|
Closed
|
|
