|
1
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$24.9M
|
+$4.14M
|
+205,510
|
+19%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.57M
|
–
|
–
|
–
|
|
|
3
|
California Public Employees Retirement System
Sacramento,
California
|
$2.86M
|
–
|
–
|
–
|
|
|
4
|
Bard Associates
Chicago,
Illinois
|
$2.09M
|
-$25.4K
|
-1,260
|
-1%
|
|
|
5
|
Caprock Group
Boise,
Idaho
|
$1.4M
|
+$1.48M
|
+73,546
|
New
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$1.01M
|
+$1.07M
|
+53,058
|
New
|
|
|
7
|
Evercore Wealth Management
New York
|
$394K
|
-$146K
|
-7,250
|
-26%
|
|
|
8
|
Bessemer Group
Woodbridge,
New Jersey
|
$104K
|
–
|
–
|
–
|
|
|
9
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$92K
|
–
|
–
|
–
|
|
|
10
|
|
$72K
|
+$66.3K
|
+3,291
|
+658%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$55K
|
+$58.1K
|
+2,886
|
New
|
|
|
12
|
MSI Financial Services
Springfield,
Massachusetts
|
$34K
|
+$36.2K
|
+1,800
|
New
|
|
|
13
|
Tower Research Capital (TRC)
New York
|
$33K
|
-$83.2K
|
-4,134
|
-70%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
15
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$4.73M
|
-233,624
|
Closed
|
|
|
16
|
Dialectic Capital Management
Norwalk,
Connecticut
|
–
|
-$364K
|
-18,000
|
Closed
|
|
|
17
|
|
–
|
-$226K
|
-11,160
|
Closed
|
|
|
18
|
B. Riley Wealth Management
Memphis,
Tennessee
|
–
|
-$5K
|
-250
|
Closed
|
|
|
19
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$2K
|
-100
|
Closed
|
|
