|
1
|
Stone Point Capital
Greenwich,
Connecticut
|
$106M
|
-$50.8M
|
-2,786,630
|
-32%
|
|
|
2
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$20M
|
-$684K
|
-37,524
|
-3%
|
|
|
3
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$11.2M
|
+$5.35M
|
+293,300
|
+91%
|
|
|
4
|
Freestone Capital Holdings
Seattle,
Washington
|
$6.1M
|
+$784
|
+43
|
+0%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4M
|
–
|
–
|
–
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.75M
|
–
|
–
|
–
|
|
|
7
|
Bard Associates
Chicago,
Illinois
|
$2.42M
|
+$36.5K
|
+2,004
|
+2%
|
|
|
8
|
Penn Mutual Life Insurance
Horsham,
Pennsylvania
|
$1.33M
|
-$164K
|
-9,000
|
-11%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$889K
|
+$35.4K
|
+1,939
|
+4%
|
|
|
10
|
Relative Value Partners Group
|
$885K
|
+$16.3K
|
+893
|
+2%
|
|
|
11
|
Black Swift Group
Boulder,
Colorado
|
$496K
|
-$536K
|
-29,386
|
-52%
|
|
|
12
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$484K
|
+$486K
|
+26,640
|
New
|
|
|
13
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$429K
|
+$109K
|
+5,970
|
+34%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$360K
|
+$361K
|
+19,800
|
New
|
|
|
15
|
Wedbush Securities
Los Angeles,
California
|
$292K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$282K
|
–
|
–
|
–
|
|
|
17
|
Ares Management
Los Angeles,
California
|
$273K
|
-$1.03M
|
-56,250
|
-79%
|
|
|
18
|
|
$224K
|
-$17.1K
|
-937
|
-7%
|
|
|
19
|
Centaurus Financial
Anaheim,
California
|
$208K
|
+$209K
|
+11,462
|
New
|
|
|
20
|
Oppenheimer & Co
New York
|
$204K
|
+$12.8K
|
+701
|
+7%
|
|
|
21
|
Columbia Pacific Advisors
Seattle,
Washington
|
$185K
|
+$182K
|
+10,000
|
New
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$183K
|
+$184K
|
+10,084
|
New
|
|
|
23
|
|
$151K
|
-$4.54K
|
-249
|
-3%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$143K
|
+$48.4K
|
+2,655
|
+51%
|
|
|
25
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$72K
|
+$67.3K
|
+3,690
|
+1,476%
|
|
