|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$6.46M
|
–
|
–
|
–
|
|
|
2
|
|
$1.81M
|
-$92.8K
|
-2,045
|
-5%
|
|
|
3
|
Kempner Capital Management
Galveston,
Texas
|
$906K
|
–
|
–
|
–
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$835K
|
+$215K
|
+4,743
|
+36%
|
|
|
5
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$812K
|
–
|
–
|
–
|
|
|
6
|
|
$797K
|
+$779K
|
+17,155
|
New
|
|
|
7
|
Cambridge Associates
Boston,
Massachusetts
|
$725K
|
-$709K
|
-15,615
|
-50%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$632K
|
-$566K
|
-12,460
|
-48%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$377K
|
+$22K
|
+484
|
+6%
|
|
|
10
|
SFMG Wealth Advisors
Plano,
Texas
|
$290K
|
–
|
–
|
–
|
|
|
11
|
Pathstone Family Office
Englewood,
New Jersey
|
$270K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$216K
|
-$147K
|
-3,242
|
-41%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$109K
|
-$45.4K
|
-1,000
|
-30%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$73K
|
+$23.6K
|
+520
|
+49%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$60K
|
-$35.1K
|
-773
|
-37%
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$35K
|
+$34K
|
+750
|
New
|
|
|
17
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$34K
|
–
|
–
|
–
|
|
|
18
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$18K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$16K
|
–
|
–
|
–
|
|
|
20
|
Bessemer Group
Woodbridge,
New Jersey
|
$14K
|
+$13.6K
|
+300
|
New
|
|
|
21
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$721K
|
-14,805
|
Closed
|
|
|
23
|
Snowden Capital Advisors
New York
|
–
|
-$4K
|
-100
|
Closed
|
|
|
24
|
Westside Investment Management
Santa Monica,
California
|
–
|
-$4
|
-100
|
Closed
|
|
|
25
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$2K
|
-54
|
Closed
|
|
