Financials > Asset Management & Brokerage
•505 stocks
•
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Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (505)
| Company | Market Cap | Price |
|---|---|---|
|
SSSS
SuRo Capital Corp.
Core business is asset management of a concentrated private-equity style AI portfolio.
|
$220.73M |
$9.26
-1.80%
|
|
OPOF
Old Point Financial Corporation
Asset management is represented by Old Point Trust Financial Services within wealth management.
|
$214.92M |
$42.10
|
|
UTGN
UTG, Inc.
In-house, actively managed investment portfolio serving as the company's core earnings engine.
|
$213.36M |
$59.79
|
|
EFSI
Eagle Financial Services, Inc.
Asset Management captures the wealth management services and assets under management noted in the Wealth Management segment.
|
$213.12M |
$39.76
+0.29%
|
|
NKSH
National Bankshares, Inc.
Asset management/brokerage capabilities implied by NBFS investment services and trust income.
|
$212.75M |
$33.80
+0.75%
|
|
ATLO
Ames National Corporation
Asset management services linked to wealth management revenue streams.
|
$212.10M |
$23.81
-0.29%
|
|
DEFT
DeFi Technologies Inc.
DeFi Technologies functions as an asset manager providing regulated digital asset exposure through ETPs and related vehicles.
|
$211.15M |
$1.01
-6.88%
|
|
ESSA
ESSA Bancorp, Inc.
Asset Management reflects wealth/trust services that ESSA provides and earns fees from.
|
$209.29M |
$20.61
|
|
MRBK
Meridian Corporation
Asset Management reflects Meridian's Wealth Management operations and asset-management-related services.
|
$196.19M |
$17.36
+0.75%
|
|
CCFN
Muncy Columbia Financial Corporation
Engages in asset management / wealth management services.
|
$193.63M |
$54.76
|
|
SAMG
Silvercrest Asset Management Group Inc.
Silvercrest Asset Management Group provides asset management services, including discretionary client portfolios and fund management across strategies.
|
$192.02M |
$15.33
+0.86%
|
|
EARN
Ellington Credit Company
Ellington Credit Company is an asset management firm managing a CLO-focused investment strategy.
|
$191.55M |
$5.12
-1.06%
|
|
DUOT
Duos Technologies Group, Inc.
Asset management services for diversified investment and operations (AMA).
|
$175.31M |
$9.05
-7.56%
|
|
WHF
WhiteHorse Finance, Inc.
WHF operates as an externally managed BDC, implying asset management/investment management services to investors.
|
$171.77M |
$7.38
-2.44%
|
|
WHG
Westwood Holdings Group, Inc.
Westwood Holdings Group is a boutique asset manager providing asset management and fund management services.
|
$171.04M |
$18.23
+2.65%
|
|
FNWD
Finward Bancorp
Wealth management capabilities imply an asset management/financial advisory offering.
|
$168.58M |
$39.29
+0.90%
|
|
PTMN
Portman Ridge Finance Corporation
Asset management / fund management for a diversified investment portfolio is a primary service.
|
$165.82M |
$12.72
|
|
SIEB
Siebert Financial Corp.
Siebert directly provides Retail Online Brokerage services to retail investors via its brokerage platform.
|
$156.45M |
$3.87
+2.38%
|
|
GHI
Greystone Housing Impact Investors LP
GHI operates as an asset manager/owner of investments in housing finance and JV equity, indicating Asset Management.
|
$151.16M |
$6.42
-1.83%
|
|
RMBI
Richmond Mutual Bancorporation, Inc.
Wealth management and trust services are part of RMBI's fee-based offerings with $214.2M AUM.
|
$148.68M |
$14.24
+1.46%
|
|
SBFG
SB Financial Group, Inc.
Wealth Management / Private Client services are part of SBFG's diversified financial services.
|
$145.80M |
$23.79
+3.30%
|
|
OXSQ
Oxford Square Capital Corp.
Oxford Square Capital operates as an asset manager, deploying capital and managing investment assets for shareholders.
|
$144.36M |
$1.85
+0.27%
|
|
BTCS
BTCS Inc.
BTCS manages a crypto asset treasury (ETH holdings) as an investment and treasury management service.
|
$142.24M |
$2.96
-8.20%
|
|
CSBB
CSB Bancorp, Inc.
Asset management capabilities are implied via investment services and brokerage activities.
|
$141.23M |
$49.75
|
|
MRCC
Monroe Capital Corporation
MRCC is externally managed by Monroe Capital LLC, meaning asset-management services/support are a core aspect of its structure.
|
$140.18M |
$6.41
-3.75%
|
|
RBKB
Rhinebeck Bancorp, Inc.
Wealth management offering via Rhinebeck Asset Management indicates asset management services.
|
$136.60M |
$12.26
-0.45%
|
|
BCHG
Grayscale Bitcoin Cash Trust
BCHG is an asset-management product (a Grayscale security) that provides investors with passive exposure to Bitcoin Cash through a managed trust structure.
|
$134.73M |
$4.21
|
|
CHCI
Comstock Holding Companies, Inc.
CHCI derives substantial recurring revenue from asset management for its Anchor Portfolio and affiliated real estate assets.
|
$133.19M |
$13.33
+3.74%
|
|
BMNR
Bitmine Immersion Technologies, Inc.
BMNR manages digital asset treasuries (Bitcoin and Ethereum), aligning with asset management activity.
|
$133.19M |
$30.94
-11.24%
|
|
BULL
Webull Corporation Class A Ordinary Shares
Webull operates an online brokerage platform for retail investors, enabling multi-asset trading across equities, options, and crypto.
|
$129.07M |
$8.62
-5.90%
|
|
ENBP
ENB Financial Corp
Asset management and brokerage services implied by trust and investment services income.
|
$128.03M |
$22.89
|
|
RVSB
Riverview Bancorp, Inc.
Asset management and wealth services (Trust Company) contributing non-interest income.
|
$115.84M |
$5.46
+2.34%
|
|
FKYS
First Keystone Corporation
Trust department and related asset management services contribute to advisory capabilities and non-interest income.
|
$109.31M |
$17.61
|
|
PFBX
Peoples Financial Corporation
Trust services and related fiduciary/asset management activities are part of the bank’s offerings.
|
$105.03M |
$20.25
|
|
SFDL
Security Federal Corporation
Subsidiaries manage investment securities and trust services, indicating asset management/brokerage offerings.
|
$103.77M |
$31.60
|
|
ICG
Intchains Group Limited
Company uses self-funded Ethereum treasury with yield strategy, resembling asset/treasury management.
|
$91.77M |
$1.59
+7.43%
|
|
SPRU
Spruce Power Holding Corporation
Provides asset management for its owned and third-party solar asset portfolios, a core revenue driver.
|
$90.60M |
$5.09
-4.50%
|
|
IROQ
IF Bancorp, Inc.
Wealth management is offered via licenses alongside insurance and asset management capabilities.
|
$90.52M |
N/A
|
|
FMBM
F & M Bank Corp.
Wealth management/asset management offerings contribute to non-interest income.
|
$89.65M |
$27.80
|
|
AMTD
AMTD IDEA Group
Operates as an investment holding with capital, liquidity and asset management responsibilities.
|
$89.09M |
$1.09
-3.96%
|
|
BOTJ
Bank of the James Financial Group, Inc.
Asset management via PWW complements the bank’s revenue from wealth management activities.
|
$84.05M |
$18.20
+1.11%
|
|
SORA
AsiaStrategy
Core business: asset management and fund management operations for digital asset investments.
|
$83.25M |
$3.85
-1.28%
|
|
GEG
Great Elm Group, Inc.
GEG's core business is asset management, overseeing GECC, GECIF, and Monomoy platforms as an alternative asset manager.
|
$75.10M |
$2.60
-1.70%
|
|
UWHR
Uwharrie Capital Corp
Asset management activities through wealth management align with Asset Management.
|
$74.93M |
$10.65
|
|
CBKM
Consumers Bancorp, Inc.
Manages investments and securities for clients, including municipal securities via CNB Investment Co., aligning with Asset Management.
|
$72.67M |
$23.38
|
|
RITR
Reitar Logtech Holdings Limited Ordinary shares
Asset Management services offered to clients (asset management & professional consultancy).
|
$69.31M |
$1.11
+1.36%
|
|
DOMH
Dominari Holdings Inc.
Dominari Financial segment includes asset management and pooled investment vehicles, generating management and advisory fees.
|
$66.18M |
$4.34
-2.47%
|
|
NRT
North European Oil Royalty Trust
Asset management-like structure pooling royalties and distributing cash to investors; aligns with asset-management/ fund-like characteristics.
|
$58.08M |
$6.31
+0.48%
|
|
FSEA
First Seacoast Bancorp
Asset Management encompasses managing client assets as part of wealth management offerings.
|
$56.99M |
$12.11
-1.70%
|
|
SWIN
Solowin Holdings Ordinary Share
Corporate finance and asset management ambitions imply an asset management revenue stream; hence Asset Management.
|
$52.41M |
$3.27
-0.15%
|
|
ASRV
AmeriServ Financial, Inc.
Wealth management and asset management services are provided via AmeriServ's advisory and asset management divisions.
|
$52.20M |
$3.16
+2.60%
|
|
LRFC
Logan Ridge Finance Corporation
LRFC operates as an asset manager (a BDC) that manages capital and invests on behalf of funds.
|
$50.67M |
$19.08
|
|
RAND
Rand Capital Corporation
Rand Capital operates as an asset manager, overseeing investment portfolios for shareholders.
|
$50.49M |
$17.19
+7.71%
|
|
HGBL
Heritage Global Inc.
NLEX brokerage and asset disposition capabilities align with Asset Management & Brokerage.
|
$48.29M |
$1.40
+3.70%
|
|
CRCW
The Crypto Company
CRCW's pivot centers on managing crypto assets as an asset class, i.e., asset management for digital assets.
|
$41.98M |
$0.00
|
|
TOP
TOP Financial Group Limited
TOP operates as an online brokerage enabling retail clients to trade local and overseas equities, futures, and options.
|
$41.10M |
$1.12
-2.61%
|
|
ICMB
Investcorp Credit Management BDC, Inc.
ICMB operates as an asset manager / fund management vehicle within a broader platform.
|
$40.07M |
$2.79
-0.53%
|
|
MGLD
The Marygold Companies, Inc.
Marygold operates a U.S. fund management subsidiary (USCF Investments), a core asset management business.
|
$38.96M |
$0.99
+2.06%
|
|
COHN
Cohen & Company Inc.
Asset management is a core business segment via AUM and related management services, even as legacy CDO assets runoff.
|
$38.28M |
$18.87
-0.78%
|
|
RMCO
Royalty Management Holding Corporation
RMCO functions as an asset manager managing a diversified royalty and IP asset portfolio.
|
$35.19M |
$2.46
+1.23%
|
|
BCG
Binah Capital Group, Inc.
BCG operates broker-dealer subsidiaries and provides online retail brokerage and execution services.
|
$34.04M |
$2.08
-2.57%
|
|
GROW
U.S. Global Investors, Inc.
Engages in asset management operations, including managing fund assets and client portfolios.
|
$31.50M |
$2.44
+0.72%
|
|
BLBX
Blackboxstocks Inc.
Market Data & Index Providers: Real-time market data analytics and feeds.
|
$30.89M |
$8.14
-11.28%
|
|
LGL
The LGL Group, Inc.
Asset management and brokerage activities through merchant investment and capital deployment.
|
$30.69M |
$5.88
+2.34%
|
|
MFI
mF International Limited
Market Data & Index Providers tag reflecting provision and use of market data/analytics within the platform.
|
$29.70M |
$17.94
+0.73%
|
|
MOGO
Mogo Inc.
Asset Management reflects Mogo’s wealth assets under management and advisory services.
|
$26.71M |
$1.10
-3.91%
|
|
EQS
Equus Total Return, Inc.
EQS operates as an asset manager/BDC, delivering fund management and investment-related services to its portfolio and investors.
|
$23.78M |
$1.68
-0.41%
|
|
CTRM
Castor Maritime Inc.
Asset Management segment provides asset management and related investment services for maritime and energy infrastructure.
|
$21.06M |
$2.18
-1.36%
|
|
NYC
American Strategic Investment Co.
As a diversified real estate investor with portfolio management considerations, NYC engages in asset management activities related to its properties.
|
$20.77M |
$7.53
-0.13%
|
|
BMNM
Bimini Capital Management, Inc.
BMNM operates an asset management segment and acts as the external manager for Orchid Island Capital, generating asset-management revenue.
|
$19.64M |
$1.95
|
|
MDRR
Medalist Diversified REIT, Inc.
Management of real estate assets and investor capital aligns with Asset Management.
|
$18.16M |
$13.52
+0.11%
|
|
AMBR
Amber International Holding Ltd
Amber Premium's core business is asset/wealth management services for institutional clients and high-net-worth individuals.
|
$13.66M |
$1.38
-11.54%
|
|
QMCI
QuoteMedia, Inc.
QMCI operates as a market data and index provider delivering financial data and analytics to clients.
|
$12.23M |
$0.14
|
|
OXBR
Oxbridge Re Holdings Limited
The tokenized reinsurance model attracts third-party capital and generates asset-management fees.
|
$10.63M |
$1.32
-6.38%
|
|
DSS
DSS, Inc.
Asset Management & Brokerage represents the firm’s securities management and brokerage activities.
|
$9.05M |
$1.01
+3.05%
|
|
SRRE
Sunrise Real Estate Group, Inc.
Asset management and related financial services via entity investments and fund management.
|
$8.24M |
$0.12
|
|
PGTK
Pacific Green Technologies Inc.
Post-sale asset/portfolio management services are described, supporting ongoing revenue streams.
|
$4.70M |
$0.00
|
|
CWD
CaliberCos Inc.
CaliberCos operates as an alternative asset manager focused on real estate and related assets.
|
$4.08M |
$1.67
-4.86%
|
|
FGF
FG Nexus Inc.
FGF engages in asset management of its investment holdings.
|
$3.53M |
$2.59
|
|
NAKA
Kindly MD, Inc.
Asset Management tag describing the Bitcoin treasury and crypto asset management/strategic holdings.
|
$2.89M |
$0.37
-6.48%
|
|
NCPL
Netcapital Inc.
Online brokerage/marketplace-like access for capital raises and investor participation.
|
$2.46M |
$1.13
+3.67%
|
|
GSIW
Garden Stage Limited Ordinary Shares
Provides securities dealing/brokerage services, including placing and brokerage activities.
|
$2.26M |
$0.14
-4.78%
|
Showing page 5 of 6 (505 total stocks)
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