|
1
|
Michael S. Ryan Inc
Latham,
New York
|
$1.49M
|
+$466K
|
+18,071
|
+46%
|
|
|
2
|
|
$934K
|
+$60.9K
|
+2,361
|
+7%
|
|
|
3
|
WrapManager Inc
Mill Valley,
California
|
$912K
|
+$46.3K
|
+1,794
|
+5%
|
|
|
4
|
Straight Path Wealth Management
Jenison,
Michigan
|
$819K
|
+$183K
|
+7,112
|
+29%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$381K
|
+$171K
|
+6,623
|
+81%
|
|
|
6
|
LifePro Asset Management
San Diego,
California
|
$353K
|
-$1.73M
|
-66,872
|
-83%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$229K
|
+$697
|
+27
|
+0.3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$213K
|
+$212K
|
+8,223
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$151K
|
+$63.2K
|
+2,451
|
+72%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$129K
|
+$51.6K
|
+2,000
|
+67%
|
|
|
11
|
GAMMA Investing
Foster City,
California
|
$118K
|
+$111K
|
+4,288
|
+1,548%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.4K
|
+$21.3K
|
+827
|
New
|
|
|
13
|
|
$14.9K
|
+$14.9K
|
+578
|
New
|
|
|
14
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
–
|
-$201K
|
-7,675
|
Closed
|
|
