|
1
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$4.96M
|
–
|
–
|
–
|
|
|
2
|
|
$1.66M
|
-$490K
|
-13,871
|
-23%
|
|
|
3
|
|
$836K
|
-$156K
|
-4,431
|
-16%
|
|
|
4
|
Mercer Investments
Boston,
Massachusetts
|
$818K
|
–
|
–
|
–
|
|
|
5
|
Kempner Capital Management
Galveston,
Texas
|
$688K
|
–
|
–
|
–
|
|
|
6
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$624K
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$574K
|
+$7.45K
|
+211
|
+1%
|
|
|
8
|
Cambridge Associates
Boston,
Massachusetts
|
$551K
|
–
|
–
|
–
|
|
|
9
|
SVB Wealth
Boston,
Massachusetts
|
$342K
|
–
|
–
|
–
|
|
|
10
|
Team Hewins
Redwood City,
California
|
$290K
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$273K
|
-$5.65K
|
-160
|
-2%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$268K
|
+$268K
|
+7,595
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$256K
|
-$1.26M
|
-35,651
|
-83%
|
|
|
14
|
SFMG Wealth Advisors
Plano,
Texas
|
$221K
|
–
|
–
|
–
|
|
|
15
|
Pathstone Family Office
Englewood,
New Jersey
|
$208K
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$207K
|
+$2.01K
|
+57
|
+1%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$145K
|
+$139K
|
+3,924
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$87K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$81.9K
|
-$10.8K
|
-306
|
-12%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$42.3K
|
–
|
–
|
–
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$26.9K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$26.1K
|
-$33.9K
|
-960
|
-57%
|
|
|
23
|
Realta Investment Advisors
Wilmington,
Delaware
|
$11.6K
|
+$11.7K
|
+330
|
New
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.05K
|
–
|
–
|
–
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$7.05K
|
–
|
–
|
–
|
|
