|
1
|
Swan Global Investments
Durango,
Colorado
|
$36.9M
|
+$6.99M
|
+293,067
|
+25%
|
|
|
2
|
Pacer Advisors
Malvern,
Pennsylvania
|
$36.8M
|
+$6.99M
|
+293,067
|
+25%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.24M
|
-$139K
|
-5,813
|
-10%
|
|
|
4
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.14M
|
-$99.6K
|
-4,175
|
-8%
|
|
|
5
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1.12M
|
-$14.3K
|
-600
|
-1%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.03M
|
-$143K
|
-5,998
|
-13%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$1.01M
|
-$22.7K
|
-950
|
-2%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$862K
|
+$825K
|
+34,579
|
New
|
|
|
9
|
Rockefeller Capital Management
New York
|
$615K
|
–
|
–
|
–
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$595K
|
+$570K
|
+23,881
|
New
|
|
|
11
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$299K
|
-$1.86K
|
-78
|
-0.6%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$271K
|
+$260K
|
+10,882
|
New
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$271K
|
+$260K
|
+10,882
|
New
|
|
|
14
|
Independent Financial Group
San Diego,
California
|
$263K
|
-$15.3K
|
-640
|
-6%
|
|
|
15
|
Anfield Capital Management
Irvine,
California
|
$258K
|
–
|
–
|
–
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$71.3K
|
+$68.2K
|
+2,860
|
New
|
|
|
17
|
Sunbelt Securities
Houston,
Texas
|
$41.1K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$22.4K
|
+$21.3K
|
+894
|
+14,900%
|
|
|
19
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.25K
|
–
|
–
|
–
|
|
|
20
|
Sykon Capital
Harrison,
New York
|
–
|
-$5.13M
|
-220,831
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$360K
|
-15,520
|
Closed
|
|
|
22
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$334K
|
-14,400
|
Closed
|
|
|
23
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$309K
|
-13,300
|
Closed
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$216K
|
-9,311
|
Closed
|
|
