|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$5.05M
|
–
|
–
|
–
|
|
|
2
|
|
$2.18M
|
+$1.88M
|
+51,362
|
+543%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.54M
|
+$827K
|
+22,561
|
+111%
|
|
|
4
|
|
$1.01M
|
-$39.4K
|
-1,074
|
-4%
|
|
|
5
|
Mercer Investments
Boston,
Massachusetts
|
$833K
|
+$851K
|
+23,193
|
New
|
|
|
6
|
Kempner Capital Management
Galveston,
Texas
|
$700K
|
–
|
–
|
–
|
|
|
7
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$636K
|
-$37
|
-1
|
-0%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$577K
|
-$29.9K
|
-816
|
-5%
|
|
|
9
|
Cambridge Associates
Boston,
Massachusetts
|
$561K
|
–
|
–
|
–
|
|
|
10
|
SVB Wealth
Boston,
Massachusetts
|
$348K
|
-$23.8K
|
-650
|
-6%
|
|
|
11
|
Team Hewins
Redwood City,
California
|
$295K
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$284K
|
+$14.2K
|
+387
|
+5%
|
|
|
13
|
SFMG Wealth Advisors
Plano,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
14
|
Pathstone Family Office
Englewood,
New Jersey
|
$212K
|
–
|
–
|
–
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$208K
|
+$4.4K
|
+120
|
+2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$94.2K
|
+$45.9K
|
+1,251
|
+91%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$88K
|
+$3.67K
|
+100
|
+4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$61K
|
-$55.4K
|
-1,510
|
-47%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$43.1K
|
+$44K
|
+1,200
|
New
|
|
|
20
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$26.9K
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.18K
|
–
|
–
|
–
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$7.18K
|
–
|
–
|
–
|
|
|
23
|
Baker Avenue Asset Management
San Francisco,
California
|
$3.59K
|
–
|
–
|
–
|
|
|
24
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.44K
|
–
|
–
|
–
|
|
|
25
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$19.4K
|
-543
|
Closed
|
|
