|
1
|
Swan Global Investments
Durango,
Colorado
|
$86.1M
|
+$21.7M
|
+713,367
|
+34%
|
|
|
2
|
Pacer Advisors
Malvern,
Pennsylvania
|
$86.1M
|
+$23.6M
|
+775,658
|
+38%
|
|
|
3
|
Anfield Capital Management
Irvine,
California
|
$3.1M
|
+$2.56M
|
+84,268
|
+509%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.32M
|
+$135K
|
+4,431
|
+11%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.31M
|
+$1.29M
|
+42,504
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.09M
|
+$1.49K
|
+49
|
+0.1%
|
|
|
7
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$602K
|
-$12K
|
-394
|
-2%
|
|
|
8
|
Independent Financial Group
San Diego,
California
|
$559K
|
–
|
–
|
–
|
|
|
9
|
Sovran Advisors
San Diego,
California
|
$507K
|
+$50.6K
|
+1,665
|
+11%
|
|
|
10
|
Storen Legacy Partners
Zionsville,
Indiana
|
$377K
|
+$372K
|
+12,247
|
New
|
|
|
11
|
Allie Family Office
Miami,
Florida
|
$368K
|
+$364K
|
+11,972
|
New
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$220K
|
–
|
–
|
–
|
|
|
13
|
Socha Financial Group
Corning,
New York
|
$218K
|
+$215K
|
+7,085
|
New
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$51.8K
|
-$20.2K
|
-664
|
-28%
|
|
|
15
|
Orion Capital Management
Coronado,
California
|
$36.9K
|
+$36.5K
|
+1,200
|
New
|
|
|
16
|
Rockefeller Capital Management
New York
|
$554
|
–
|
–
|
–
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$739K
|
-24,519
|
Closed
|
|
|
18
|
|
–
|
-$602K
|
-19,970
|
Closed
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$382K
|
-12,673
|
Closed
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$103K
|
-3,405
|
Closed
|
|
