|
1
|
|
$106M
|
+$102M
|
+2,000,000
|
New
|
|
|
2
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$33.2M
|
+$31.9M
|
+626,107
|
New
|
|
|
3
|
Royal Harbor Partners
Houston,
Texas
|
$3.37M
|
+$3.25M
|
+63,667
|
New
|
|
|
4
|
|
$3.13M
|
+$3.02M
|
+59,141
|
New
|
|
|
5
|
Clear Point Advisors
Melville,
New York
|
$2.02M
|
+$1.92M
|
+37,703
|
New
|
|
|
6
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$1.72M
|
+$1.65M
|
+32,442
|
New
|
|
|
7
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$527K
|
+$507K
|
+9,940
|
New
|
|
|
8
|
Cooper Financial Group
Irvine,
California
|
$512K
|
+$493K
|
+9,658
|
New
|
|
|
9
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$510K
|
+$491K
|
+9,632
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$204K
|
+$196K
|
+3,846
|
New
|
|
|
11
|
Parallel Advisors
San Francisco,
California
|
$40.7K
|
+$39.2K
|
+768
|
New
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28K
|
+$26.6K
|
+521
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.8K
|
+$19K
|
+373
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
+$4.28K
|
+84
|
New
|
|
