|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$13.5M
|
–
|
–
|
–
|
|
|
2
|
|
$1.87M
|
+$35.9K
|
+773
|
+2%
|
|
|
3
|
|
$1.79M
|
+$1.38M
|
+29,815
|
+396%
|
|
|
4
|
Kempner Capital Management
Galveston,
Texas
|
$933K
|
–
|
–
|
–
|
|
|
5
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$826K
|
–
|
–
|
–
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
$747K
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$572K
|
-$246K
|
-5,301
|
-31%
|
|
|
8
|
CIBC World Market
Toronto,
Ontario, Canada
|
$336K
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$326K
|
-$650
|
-14
|
-0.2%
|
|
|
10
|
SFMG Wealth Advisors
Plano,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
11
|
Pathstone Family Office
Englewood,
New Jersey
|
$275K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$265K
|
+$257K
|
+5,533
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$160K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$62K
|
+$46.5K
|
+1,003
|
+354%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$51K
|
-$728K
|
-15,690
|
-94%
|
|
|
16
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$35K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$17K
|
–
|
–
|
–
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$11K
|
–
|
–
|
–
|
|
|
19
|
|
$10K
|
–
|
–
|
–
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
21
|
Westside Investment Management
Santa Monica,
California
|
$4
|
–
|
–
|
–
|
|
|
22
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$1K
|
-26
|
Closed
|
|
