|
1
|
Swan Global Investments
Durango,
Colorado
|
$27.5M
|
+$28.1M
|
+1,185,133
|
New
|
|
|
2
|
Pacer Advisors
Malvern,
Pennsylvania
|
$27.5M
|
+$7.03M
|
+296,756
|
+33%
|
|
|
3
|
Sykon Capital
Harrison,
New York
|
$5.13M
|
+$5.23M
|
+220,831
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.29M
|
+$132K
|
+5,591
|
+11%
|
|
|
5
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.16M
|
+$525K
|
+22,155
|
+80%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.1M
|
+$308K
|
+12,997
|
+38%
|
|
|
7
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1.07M
|
–
|
–
|
–
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$960K
|
+$77.3K
|
+3,262
|
+9%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$573K
|
–
|
–
|
–
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$360K
|
+$368K
|
+15,520
|
New
|
|
|
11
|
True Link Financial Advisors
San Francisco,
California
|
$334K
|
–
|
–
|
–
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$309K
|
+$315K
|
+13,300
|
New
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$280K
|
+$130K
|
+5,472
|
+83%
|
|
|
14
|
Independent Financial Group
San Diego,
California
|
$260K
|
+$266K
|
+11,208
|
New
|
|
|
15
|
Anfield Capital Management
Irvine,
California
|
$241K
|
+$246K
|
+10,369
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$216K
|
+$221K
|
+9,311
|
New
|
|
|
17
|
Sutton Wealth Advisors
Tampa,
Florida
|
$112K
|
–
|
–
|
–
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
$38.3K
|
–
|
–
|
–
|
|
|
19
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.16K
|
+$1.19K
|
+50
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$139
|
-$8.58K
|
-362
|
-98%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$3.53M
|
-149,478
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$219K
|
-9,285
|
Closed
|
|
