|
1
|
Stone Point Capital
Greenwich,
Connecticut
|
$82.7M
|
–
|
–
|
–
|
|
|
2
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$15.2M
|
-$206K
|
-12,529
|
-1%
|
|
|
3
|
Bard Associates
Chicago,
Illinois
|
$3.63M
|
+$2.02M
|
+122,694
|
+92%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3.13M
|
–
|
–
|
–
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.93M
|
–
|
–
|
–
|
|
|
6
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.46M
|
+$752K
|
+45,663
|
+36%
|
|
|
7
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$1.04M
|
–
|
–
|
–
|
|
|
8
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$921K
|
-$9.95M
|
-604,552
|
-90%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$842K
|
+$170K
|
+10,310
|
+21%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$684K
|
-$24.6K
|
-1,494
|
-3%
|
|
|
11
|
Shaker Financial Services
Arlington,
Virginia
|
$623K
|
+$722K
|
+43,853
|
New
|
|
|
12
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$592K
|
+$194K
|
+11,795
|
+40%
|
|
|
13
|
Boothbay Fund Management
New York
|
$568K
|
+$658K
|
+40,000
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$418K
|
-$93.7K
|
-5,694
|
-16%
|
|
|
15
|
Evercore Wealth Management
New York
|
$408K
|
+$198K
|
+12,000
|
+72%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$340K
|
+$177K
|
+10,750
|
+81%
|
|
|
17
|
|
$262K
|
-$85.8K
|
-5,210
|
-22%
|
|
|
18
|
Wedbush Securities
Los Angeles,
California
|
$228K
|
+$12.3K
|
+750
|
+5%
|
|
|
19
|
|
$172K
|
-$20.9K
|
-1,270
|
-9%
|
|
|
20
|
Oppenheimer & Co
New York
|
$165K
|
+$16.6K
|
+1,006
|
+9%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$159K
|
-$27.2K
|
-1,650
|
-13%
|
|
|
22
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$149K
|
+$173K
|
+10,500
|
New
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$68K
|
+$64.7K
|
+3,932
|
+485%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$60K
|
-$68.3K
|
-4,150
|
-50%
|
|
|
25
|
Cutler Group
San Francisco,
California
|
$46K
|
+$54.3K
|
+3,300
|
New
|
|
