|
1
|
Stone Point Capital
Greenwich,
Connecticut
|
$148M
|
–
|
–
|
–
|
|
|
2
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$23.8M
|
+$93.6K
|
+5,464
|
+0.4%
|
|
|
3
|
Freestone Capital Holdings
Seattle,
Washington
|
$5.77M
|
+$3.44M
|
+201,137
|
+149%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.63M
|
–
|
–
|
–
|
|
|
5
|
Bard Associates
Chicago,
Illinois
|
$1.97M
|
+$39.7K
|
+2,319
|
+2%
|
|
|
6
|
California Public Employees Retirement System
Sacramento,
California
|
$1.73M
|
-$839K
|
-49,000
|
-33%
|
|
|
7
|
Caprock Group
Boise,
Idaho
|
$820K
|
-$1.12M
|
-65,196
|
-58%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$499K
|
+$498K
|
+29,100
|
New
|
|
|
9
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$340K
|
+$61.8K
|
+3,606
|
+22%
|
|
|
10
|
Evercore Wealth Management
New York
|
$275K
|
-$81.3K
|
-4,750
|
-23%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$86K
|
–
|
–
|
–
|
|
|
12
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$85K
|
–
|
–
|
–
|
|
|
13
|
MSI Financial Services
Springfield,
Massachusetts
|
$73K
|
-$3.42K
|
-200
|
-4%
|
|
|
14
|
Acrospire Investment Management
Chicago,
Illinois
|
$18K
|
+$3.27K
|
+191
|
+22%
|
|
|
15
|
|
$17K
|
+$10.3K
|
+600
|
+150%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$15K
|
-$17
|
-1
|
-0.1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$11K
|
+$11.3K
|
+657
|
New
|
|
|
18
|
Tower Research Capital (TRC)
New York
|
$2K
|
-$2.12K
|
-124
|
-47%
|
|
|
19
|
Dialectic Capital Management
Norwalk,
Connecticut
|
–
|
-$966K
|
-60,000
|
Closed
|
|
|
20
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$468K
|
-29,100
|
Closed
|
|
