|
1
|
Stone Point Capital
Greenwich,
Connecticut
|
$1.78億
|
–
|
–
|
–
|
|
|
2
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$2566万
|
-$71.7万
|
-35,254
|
-3%
|
|
|
3
|
Freestone Capital Holdings
Seattle,
Washington
|
$696万
|
+$691
|
+34
|
+0%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$462万
|
-$94.3万
|
-46,400
|
-17%
|
|
|
5
|
Black Swift Group
Boulder,
Colorado
|
$434万
|
+$426万
|
+209,742
|
新規
|
|
|
6
|
Bard Associates
Chicago,
Illinois
|
$274万
|
–
|
–
|
–
|
|
|
7
|
Relative Value Partners Group
|
$71万
|
+$7.4万
|
+3,638
|
+12%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$67.5万
|
+$2.65万
|
+1,304
|
+4%
|
|
|
9
|
William Blair & Company
Chicago,
Illinois
|
$39.3万
|
+$38.6万
|
+19,000
|
新規
|
|
|
10
|
Howard Capital Management (New York)
New York
|
$31.6万
|
+$31.1万
|
+15,285
|
新規
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$21.5万
|
+$21.4万
|
+10,545
|
新規
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$16.5万
|
+$10.4万
|
+5,128
|
+180%
|
|
|
13
|
Bessemer Group
Woodbridge,
New Jersey
|
$10.3万
|
–
|
–
|
–
|
|
|
14
|
Evercore Wealth Management
New York
|
$10.3万
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.3万
|
+$6.15万
|
+3,024
|
新規
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$6.3万
|
+$6.2万
|
+3,050
|
新規
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4.2万
|
+$752
|
+37
|
+2%
|
|
|
18
|
|
$3.5万
|
-$8,538
|
-420
|
-20%
|
|
|
19
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$3.2万
|
-$7.01万
|
-3,450
|
-69%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$2.5万
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$1.4万
|
+$1.42万
|
+700
|
新規
|
|
|
22
|
Acrospire Investment Management
Chicago,
Illinois
|
$6,000
|
+$6,342
|
+312
|
新規
|
|
|
23
|
Caprock Group
Boise,
Idaho
|
–
|
-$50.6万
|
-24,285
|
解消
|
|
|
24
|
LPL Financial
San Diego,
California
|
–
|
-$24.5万
|
-11,525
|
解消
|
|
|
25
|
Virtu KCG Holdings
New York
|
–
|
-$23.9万
|
-11,485
|
解消
|
|
