|
1
|
Stone Point Capital
Greenwich,
Connecticut
|
$162M
|
–
|
–
|
–
|
|
|
2
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$20.8M
|
-$890K
|
-45,836
|
-4%
|
|
|
3
|
Freestone Capital Holdings
Seattle,
Washington
|
$6.32M
|
-$8.97K
|
-462
|
-0.1%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4.14M
|
+$4.27M
|
+219,967
|
New
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.88M
|
-$330K
|
-17,020
|
-8%
|
|
|
6
|
Black Swift Group
Boulder,
Colorado
|
$2.73M
|
-$376K
|
-19,393
|
-12%
|
|
|
7
|
Bard Associates
Chicago,
Illinois
|
$2.47M
|
-$31.5K
|
-1,625
|
-1%
|
|
|
8
|
Ares Management
Los Angeles,
California
|
$970K
|
+$1M
|
+51,550
|
New
|
|
|
9
|
Relative Value Partners Group
|
$864K
|
+$189K
|
+9,744
|
+27%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$748K
|
+$36.2K
|
+1,863
|
+5%
|
|
|
11
|
Wedbush Securities
Los Angeles,
California
|
$330K
|
+$341K
|
+17,550
|
New
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$323K
|
+$94.5K
|
+4,868
|
+40%
|
|
|
13
|
Belpointe Asset Management
Reno,
Nevada
|
$297K
|
-$122K
|
-6,262
|
-28%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$255K
|
+$191K
|
+9,815
|
+261%
|
|
|
15
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$104K
|
+$46.6K
|
+2,402
|
+77%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$94K
|
-$19.4K
|
-1,000
|
-17%
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
$94K
|
–
|
–
|
–
|
|
|
18
|
Evercore Wealth Management
New York
|
$94K
|
–
|
–
|
–
|
|
|
19
|
|
$94K
|
+$78
|
+4
|
+0.1%
|
|
|
20
|
|
$56K
|
+$58.2K
|
+3,000
|
New
|
|
|
21
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$30K
|
+$951
|
+49
|
+3%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$23K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$9K
|
-$29.8K
|
-1,536
|
-77%
|
|
|
24
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$5K
|
+$4.85K
|
+250
|
New
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$410K
|
-19,800
|
Closed
|
|
