|
1
|
Stone Point Capital
Greenwich,
Connecticut
|
$180M
|
–
|
–
|
–
|
|
|
2
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$26.6M
|
-$902K
|
-49,634
|
-4%
|
|
|
3
|
Freestone Capital Holdings
Seattle,
Washington
|
$7.01M
|
+$908
|
+50
|
+0%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.63M
|
–
|
–
|
–
|
|
|
5
|
Bard Associates
Chicago,
Illinois
|
$2.76M
|
+$190K
|
+10,450
|
+9%
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$653K
|
+$569K
|
+31,313
|
New
|
|
|
7
|
Relative Value Partners Group
|
$621K
|
+$43.3K
|
+2,385
|
+8%
|
|
|
8
|
Caprock Group
Boise,
Idaho
|
$506K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$245K
|
+$209K
|
+11,525
|
New
|
|
|
10
|
Virtu KCG Holdings
New York
|
$239K
|
-$154K
|
-8,478
|
-42%
|
|
|
11
|
Evercore Wealth Management
New York
|
$104K
|
-$182K
|
-10,000
|
-67%
|
|
|
12
|
Bessemer Group
Woodbridge,
New Jersey
|
$104K
|
–
|
–
|
–
|
|
|
13
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$104K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$59K
|
+$51.8K
|
+2,850
|
New
|
|
|
15
|
|
$44K
|
+$9.08K
|
+500
|
+31%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$42K
|
+$36.3K
|
+2,000
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$25K
|
–
|
–
|
–
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
19
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
–
|
-$1.3M
|
-77,920
|
Closed
|
|
|
20
|
Chilton Investment Company
Stamford,
Connecticut
|
–
|
-$1.05M
|
-62,576
|
Closed
|
|
|
21
|
Ares Management
Los Angeles,
California
|
–
|
-$765K
|
-45,653
|
Closed
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$485K
|
-29,000
|
Closed
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$371K
|
-22,147
|
Closed
|
|
|
24
|
Acrospire Investment Management
Chicago,
Illinois
|
–
|
-$53K
|
-3,149
|
Closed
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
-$50K
|
-3,000
|
Closed
|
|
