|
1
|
RPG Investment Advisory
Pleasanton,
California
|
$536万
|
+$263万
|
+12,373
|
+100%
|
|
|
2
|
Credit Suisse
Zurich,
Switzerland
|
$77.3万
|
-$8,083
|
-38
|
-1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$67.9万
|
+$20万
|
+941
|
+43%
|
|
|
4
|
|
$35.3万
|
+$34.7万
|
+1,630
|
新規
|
|
|
5
|
|
$35万
|
+$34.4万
|
+1,617
|
新規
|
|
|
6
|
Messner & Smith Theme Value Investment Management
San Diego,
California
|
$27.4万
|
+$2.13万
|
+100
|
+9%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.3万
|
+$5.81万
|
+273
|
+28%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.7万
|
+$11.6万
|
+544
|
+85%
|
|
|
9
|
Proficio Capital Partners
Newton,
Massachusetts
|
$21.3万
|
–
|
–
|
–
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$16.8万
|
+$16.5万
|
+778
|
新規
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$13.2万
|
+$25.9万
|
+1,216
|
新規
|
|
|
12
|
Fort Point Capital Partners
San Francisco,
California
|
$10.8万
|
+$10.6万
|
+500
|
新規
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.1万
|
+$2.36万
|
+111
|
+146%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.5万
|
+$2.49万
|
+117
|
新規
|
|
|
15
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.2万
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
–
|
-$10.8万
|
-511
|
解消
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$1.8万
|
-86
|
解消
|
|
