|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$5.18M
|
–
|
–
|
–
|
|
|
2
|
|
$1.22M
|
-$257K
|
-6,256
|
-16%
|
|
|
3
|
Kempner Capital Management
Galveston,
Texas
|
$726K
|
–
|
–
|
–
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$668K
|
-$2.01K
|
-49
|
-0.3%
|
|
|
5
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$651K
|
–
|
–
|
–
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
$581K
|
–
|
–
|
–
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$452K
|
-$60K
|
-1,462
|
-11%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$391K
|
+$431K
|
+10,497
|
New
|
|
|
9
|
SVB Wealth
Boston,
Massachusetts
|
$386K
|
+$425K
|
+10,354
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$252K
|
-$56.3K
|
-1,371
|
-17%
|
|
|
11
|
SFMG Wealth Advisors
Plano,
Texas
|
$233K
|
–
|
–
|
–
|
|
|
12
|
Pathstone Family Office
Englewood,
New Jersey
|
$217K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$87K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$51K
|
-$8.79K
|
-214
|
-13%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$36K
|
-$13.5K
|
-329
|
-25%
|
|
|
16
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
17
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$15K
|
–
|
–
|
–
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$13K
|
–
|
–
|
–
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$797K
|
-17,155
|
Closed
|
|
|
21
|
LPL Financial
San Diego,
California
|
–
|
-$216K
|
-4,647
|
Closed
|
|
|
22
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$35K
|
-750
|
Closed
|
|
|
23
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$14K
|
-300
|
Closed
|
|
