|
1
|
Stone Point Capital
Greenwich,
Connecticut
|
$1.78億
|
–
|
–
|
–
|
|
|
2
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$2380万
|
-$187万
|
-90,706
|
-7%
|
|
|
3
|
Freestone Capital Holdings
Seattle,
Washington
|
$696万
|
+$723
|
+35
|
+0%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$462万
|
–
|
–
|
–
|
|
|
5
|
Black Swift Group
Boulder,
Colorado
|
$341万
|
-$92.8万
|
-44,935
|
-21%
|
|
|
6
|
Bard Associates
Chicago,
Illinois
|
$275万
|
+$1.14万
|
+550
|
+0.4%
|
|
|
7
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$78.4万
|
+$10.9万
|
+5,267
|
+16%
|
|
|
8
|
Relative Value Partners Group
|
$74.8万
|
+$3.89万
|
+1,883
|
+5%
|
|
|
9
|
Belpointe Asset Management
Reno,
Nevada
|
$45.6万
|
+$45.6万
|
+22,059
|
新規
|
|
|
10
|
William Blair & Company
Chicago,
Illinois
|
$41万
|
+$1.65万
|
+800
|
+4%
|
|
|
11
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$25.5万
|
+$25.4万
|
+12,286
|
新規
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$12.4万
|
-$4.13万
|
-2,000
|
-25%
|
|
|
13
|
|
$10.4万
|
+$6.84万
|
+3,313
|
+197%
|
|
|
14
|
Bessemer Group
Woodbridge,
New Jersey
|
$10.3万
|
–
|
–
|
–
|
|
|
15
|
Evercore Wealth Management
New York
|
$10.3万
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.8万
|
+$1.52万
|
+735
|
+24%
|
|
|
17
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$6.4万
|
+$1,219
|
+59
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4.1万
|
-$826
|
-40
|
-2%
|
|
|
19
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$3.2万
|
+$909
|
+44
|
+3%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$2.5万
|
–
|
–
|
–
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$4,000
|
+$3,677
|
+178
|
新規
|
|
|
22
|
Penserra Capital Management
Orinda,
California
|
$4,000
|
+$4,709
|
+228
|
新規
|
|
|
23
|
Howard Capital Management (New York)
New York
|
–
|
-$31.6万
|
-15,285
|
解消
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$21.5万
|
-10,545
|
解消
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$1.4万
|
-700
|
解消
|
|
