|
1
|
Stone Point Capital
Greenwich,
Connecticut
|
$178M
|
–
|
–
|
–
|
|
|
2
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$25.7M
|
-$717K
|
-35,254
|
-3%
|
|
|
3
|
Freestone Capital Holdings
Seattle,
Washington
|
$6.96M
|
+$691
|
+34
|
+0%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.62M
|
-$943K
|
-46,400
|
-17%
|
|
|
5
|
Black Swift Group
Boulder,
Colorado
|
$4.34M
|
+$4.26M
|
+209,742
|
New
|
|
|
6
|
Bard Associates
Chicago,
Illinois
|
$2.74M
|
–
|
–
|
–
|
|
|
7
|
Relative Value Partners Group
|
$710K
|
+$74K
|
+3,638
|
+12%
|
|
|
8
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$675K
|
+$26.5K
|
+1,304
|
+4%
|
|
|
9
|
William Blair & Company
Chicago,
Illinois
|
$393K
|
+$386K
|
+19,000
|
New
|
|
|
10
|
Howard Capital Management (New York)
New York
|
$316K
|
+$311K
|
+15,285
|
New
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$215K
|
+$214K
|
+10,545
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$165K
|
+$104K
|
+5,128
|
+180%
|
|
|
13
|
Bessemer Group
Woodbridge,
New Jersey
|
$103K
|
–
|
–
|
–
|
|
|
14
|
Evercore Wealth Management
New York
|
$103K
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$63K
|
+$61.5K
|
+3,024
|
New
|
|
|
16
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$63K
|
+$62K
|
+3,050
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$42K
|
+$752
|
+37
|
+2%
|
|
|
18
|
|
$35K
|
-$8.54K
|
-420
|
-20%
|
|
|
19
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$32K
|
-$70.1K
|
-3,450
|
-69%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$25K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$14K
|
+$14.2K
|
+700
|
New
|
|
|
22
|
Acrospire Investment Management
Chicago,
Illinois
|
$6K
|
+$6.34K
|
+312
|
New
|
|
|
23
|
Caprock Group
Boise,
Idaho
|
–
|
-$506K
|
-24,285
|
Closed
|
|
|
24
|
LPL Financial
San Diego,
California
|
–
|
-$245K
|
-11,525
|
Closed
|
|
|
25
|
Virtu KCG Holdings
New York
|
–
|
-$239K
|
-11,485
|
Closed
|
|
