|
1
|
Stone Point Capital
Greenwich,
Connecticut
|
$96.9M
|
–
|
–
|
–
|
|
|
2
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$18.6M
|
+$728K
|
+45,391
|
+4%
|
|
|
3
|
Bard Associates
Chicago,
Illinois
|
$4.23M
|
-$26.9K
|
-1,675
|
-0.7%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3.66M
|
–
|
–
|
–
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.43M
|
–
|
–
|
–
|
|
|
6
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$2.72M
|
+$2.62M
|
+163,352
|
New
|
|
|
7
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.27M
|
+$1.15M
|
+71,450
|
+110%
|
|
|
8
|
Claybrook Capital
Wellesley,
Massachusetts
|
$1.61M
|
+$1.55M
|
+96,502
|
New
|
|
|
9
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.08M
|
-$1.73M
|
-107,888
|
-62%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$874K
|
-$108K
|
-6,740
|
-11%
|
|
|
11
|
Wedbush Securities
Los Angeles,
California
|
$726K
|
+$442K
|
+27,558
|
+172%
|
|
|
12
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$526K
|
-$160K
|
-10,000
|
-24%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$501K
|
+$10.2K
|
+635
|
+2%
|
|
|
14
|
Evercore Wealth Management
New York
|
$494K
|
+$15.2K
|
+950
|
+3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$452K
|
+$51.2K
|
+3,189
|
+13%
|
|
|
16
|
|
$447K
|
+$135K
|
+8,443
|
+46%
|
|
|
17
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$215K
|
+$207K
|
+12,900
|
New
|
|
|
18
|
|
$207K
|
+$5.29K
|
+330
|
+3%
|
|
|
19
|
Oppenheimer & Co
New York
|
$204K
|
+$10.9K
|
+682
|
+6%
|
|
|
20
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$175K
|
–
|
–
|
–
|
|
|
21
|
Birch Grove Capital
New York
|
$113K
|
+$109K
|
+6,788
|
New
|
|
|
22
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$73K
|
–
|
–
|
–
|
|
|
23
|
Cutler Group
San Francisco,
California
|
$54K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$47K
|
-$22.2K
|
-1,383
|
-33%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$43K
|
+$41.9K
|
+2,613
|
New
|
|
