|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$6.48M
|
-$6.87M
|
-144,900
|
-51%
|
|
|
2
|
|
$1.81M
|
-$35.4K
|
-746
|
-2%
|
|
|
3
|
|
$1.14M
|
-$629K
|
-13,271
|
-36%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.08M
|
+$1.09M
|
+22,955
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$971K
|
+$975K
|
+20,563
|
New
|
|
|
6
|
Kempner Capital Management
Galveston,
Texas
|
$921K
|
–
|
–
|
–
|
|
|
7
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$814K
|
–
|
–
|
–
|
|
|
8
|
Cambridge Associates
Boston,
Massachusetts
|
$737K
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$577K
|
+$12.8K
|
+269
|
+2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$342K
|
+$20.2K
|
+427
|
+6%
|
|
|
11
|
SFMG Wealth Advisors
Plano,
Texas
|
$295K
|
–
|
–
|
–
|
|
|
12
|
Pathstone Family Office
Englewood,
New Jersey
|
$271K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$157K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$79K
|
+$17.8K
|
+375
|
+29%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$50K
|
–
|
–
|
–
|
|
|
16
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$35K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$17K
|
–
|
–
|
–
|
|
|
18
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$9K
|
+$9.01K
|
+190
|
New
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Westside Investment Management
Santa Monica,
California
|
$4
|
–
|
–
|
–
|
|
|
21
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$336K
|
-7,010
|
Closed
|
|
|
22
|
LPL Financial
San Diego,
California
|
–
|
-$265K
|
-5,533
|
Closed
|
|
|
23
|
AssetMark Inc
Concord,
California
|
–
|
-$11K
|
-232
|
Closed
|
|
|
24
|
|
–
|
-$10K
|
-200
|
Closed
|
|
