|
1
|
RPG Investment Advisory
Pleasanton,
California
|
$5.36M
|
+$2.63M
|
+12,373
|
+100%
|
|
|
2
|
Credit Suisse
Zurich,
Switzerland
|
$773K
|
-$8.08K
|
-38
|
-1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$679K
|
+$200K
|
+941
|
+43%
|
|
|
4
|
|
$353K
|
+$347K
|
+1,630
|
New
|
|
|
5
|
|
$350K
|
+$344K
|
+1,617
|
New
|
|
|
6
|
Messner & Smith Theme Value Investment Management
San Diego,
California
|
$274K
|
+$21.3K
|
+100
|
+9%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$273K
|
+$58.1K
|
+273
|
+28%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$257K
|
+$116K
|
+544
|
+85%
|
|
|
9
|
Proficio Capital Partners
Newton,
Massachusetts
|
$213K
|
–
|
–
|
–
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$168K
|
+$165K
|
+778
|
New
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$132K
|
+$259K
|
+1,216
|
New
|
|
|
12
|
Fort Point Capital Partners
San Francisco,
California
|
$108K
|
+$106K
|
+500
|
New
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$41K
|
+$23.6K
|
+111
|
+146%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$25K
|
+$24.9K
|
+117
|
New
|
|
|
15
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
–
|
-$108K
|
-511
|
Closed
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$18K
|
-86
|
Closed
|
|
