|
1
|
Stone Point Capital
Greenwich,
Connecticut
|
$104M
|
–
|
–
|
–
|
|
|
2
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$19.4M
|
-$298K
|
-16,302
|
-1%
|
|
|
3
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$12M
|
+$976K
|
+53,415
|
+9%
|
|
|
4
|
Freestone Capital Holdings
Seattle,
Washington
|
$5.33M
|
-$694K
|
-37,985
|
-11%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3.94M
|
–
|
–
|
–
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.69M
|
–
|
–
|
–
|
|
|
7
|
Bard Associates
Chicago,
Illinois
|
$2.38M
|
-$4.82K
|
-264
|
-0.2%
|
|
|
8
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.28M
|
+$1.89M
|
+103,562
|
+439%
|
|
|
9
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$1.31M
|
+$1.34M
|
+73,445
|
New
|
|
|
10
|
B. Riley Financial
Los Angeles,
California
|
$999K
|
+$1.02M
|
+55,809
|
New
|
|
|
11
|
Relative Value Partners Group
|
$901K
|
+$30K
|
+1,641
|
+3%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$889K
|
+$12.4K
|
+680
|
+1%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$877K
|
+$711K
|
+38,929
|
+386%
|
|
|
14
|
Black Swift Group
Boulder,
Colorado
|
$741K
|
+$258K
|
+14,125
|
+52%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$629K
|
+$357K
|
+19,557
|
+126%
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$534K
|
+$58.5K
|
+3,200
|
+12%
|
|
|
17
|
|
$422K
|
+$280K
|
+15,313
|
+184%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$354K
|
–
|
–
|
–
|
|
|
19
|
Evercore Wealth Management
New York
|
$299K
|
+$305K
|
+16,700
|
New
|
|
|
20
|
Wedbush Securities
Los Angeles,
California
|
$274K
|
-$13.7K
|
-750
|
-5%
|
|
|
21
|
|
$240K
|
+$19.5K
|
+1,066
|
+9%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$236K
|
+$241K
|
+13,197
|
New
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$231K
|
+$236K
|
+12,925
|
New
|
|
|
24
|
Oppenheimer & Co
New York
|
$190K
|
-$11.8K
|
-644
|
-6%
|
|
|
25
|
Ares Management
Los Angeles,
California
|
$179K
|
-$91.3K
|
-5,000
|
-33%
|
|
