|
1
|
RPG Investment Advisory
Pleasanton,
California
|
$554万
|
+$39.5万
|
+1,865
|
+8%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$140万
|
+$76.1万
|
+3,593
|
+115%
|
|
|
3
|
Credit Suisse
Zurich,
Switzerland
|
$123万
|
+$50.1万
|
+2,365
|
+66%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.8万
|
+$4.22万
|
+199
|
+17%
|
|
|
5
|
Messner & Smith Theme Value Investment Management
San Diego,
California
|
$27.3万
|
+$1.06万
|
+50
|
+4%
|
|
|
6
|
Proficio Capital Partners
Newton,
Massachusetts
|
$20.8万
|
–
|
–
|
–
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.8万
|
-$11.6万
|
-546
|
-43%
|
|
|
8
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$13.7万
|
-$2.5万
|
-118
|
-15%
|
|
|
9
|
Fort Point Capital Partners
San Francisco,
California
|
$10.4万
|
–
|
–
|
–
|
|
|
10
|
Rothschild Investment LLC
Chicago,
Illinois
|
$10.4万
|
+$10.6万
|
+502
|
新規
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$4.6万
|
+$4.66万
|
+220
|
新規
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.4万
|
–
|
–
|
–
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.3万
|
-$1.61万
|
-76
|
-41%
|
|
|
14
|
|
$1.7万
|
+$1.72万
|
+81
|
新規
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.5万
|
+$1.53万
|
+72
|
新規
|
|
|
16
|
|
–
|
-$35.3万
|
-1,630
|
解消
|
|
|
17
|
|
–
|
-$35万
|
-1,617
|
解消
|
|
|
18
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$13.2万
|
-1,216
|
解消
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
–
|
-$1.2万
|
-55
|
解消
|
|
