|
1
|
Stone Point Capital
Greenwich,
Connecticut
|
$178M
|
–
|
–
|
–
|
|
|
2
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$23.8M
|
-$1.87M
|
-90,706
|
-7%
|
|
|
3
|
Freestone Capital Holdings
Seattle,
Washington
|
$6.96M
|
+$723
|
+35
|
+0%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.62M
|
–
|
–
|
–
|
|
|
5
|
Black Swift Group
Boulder,
Colorado
|
$3.41M
|
-$928K
|
-44,935
|
-21%
|
|
|
6
|
Bard Associates
Chicago,
Illinois
|
$2.75M
|
+$11.4K
|
+550
|
+0.4%
|
|
|
7
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$784K
|
+$109K
|
+5,267
|
+16%
|
|
|
8
|
Relative Value Partners Group
|
$748K
|
+$38.9K
|
+1,883
|
+5%
|
|
|
9
|
Belpointe Asset Management
Reno,
Nevada
|
$456K
|
+$456K
|
+22,059
|
New
|
|
|
10
|
William Blair & Company
Chicago,
Illinois
|
$410K
|
+$16.5K
|
+800
|
+4%
|
|
|
11
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$255K
|
+$254K
|
+12,286
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$124K
|
-$41.3K
|
-2,000
|
-25%
|
|
|
13
|
|
$104K
|
+$68.4K
|
+3,313
|
+197%
|
|
|
14
|
Bessemer Group
Woodbridge,
New Jersey
|
$103K
|
–
|
–
|
–
|
|
|
15
|
Evercore Wealth Management
New York
|
$103K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$78K
|
+$15.2K
|
+735
|
+24%
|
|
|
17
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$64K
|
+$1.22K
|
+59
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$41K
|
-$826
|
-40
|
-2%
|
|
|
19
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$32K
|
+$909
|
+44
|
+3%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$25K
|
–
|
–
|
–
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
$4K
|
+$3.68K
|
+178
|
New
|
|
|
22
|
Penserra Capital Management
Orinda,
California
|
$4K
|
+$4.71K
|
+228
|
New
|
|
|
23
|
Howard Capital Management (New York)
New York
|
–
|
-$316K
|
-15,285
|
Closed
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$215K
|
-10,545
|
Closed
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$14K
|
-700
|
Closed
|
|
