The Wealth Manager database

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6281. 12893
      Profusion Private WealthSt. Louis, MO · 78 clients
      Schwab 100%
      +00% 1 yr$176M
6282. 12894
      Macke Financial Advisory GroupFort Myers, FL · 130 clients
      Altruist 100%
      +00% 1 yr$176M
6283. 12895
      Fiduciary Financial Planning NetworkOnalaska, WI · 333 clients
      Schwab 100%
      +00% 1 yr$176M
6284. 12896
      Downing Street Wealth Management LLCGreenwood Village, CO · 150 clients
      Schwab 70%
      +00% 1 yr$176M
6285. 12897
      Light Financial Services, Inc.Fargo, ND · 622 clients
      Schwab 82%
      +00% 1 yr$176M
6286. 12898
      Hill Country GroupBoerne, TX · 413 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$176M
6287. 12899
      TLW Wealth Management, LLC118 clients
      Schwab 100%
      +00% 1 yr$175M
6288. 12902
      Penbrook Management LLCNew York, NY · 81 clientsHybrid
      Pershing 100%
      +00% 1 yr$175M
6289. 12903
      Alan B. Lancz & Associates, Inc.Toledo, OH · 101 clientsHybrid
      Schwab 81%
      +00% 1 yr$175M
6290. 12904
      Appalachian Capital ManagementSt. Clairsville, OH · 358 clients
      Schwab 100%
      +00% 1 yr$175M
6291. 12905
      CTA Wealth Advisors, Inc.Burbank, CA · 104 clientsHybrid
      Schwab 100%
      +00% 1 yr$175M
6292. 12906
      Gould Capital, LLCTacoma, WA · 156 clients
      Schwab 100%
      +00% 1 yr$175M
6293. 12907
      Greenleaf Financial GroupCarmel, IN · 123 clients
      No custodian reported
      +00% 1 yr$175M
6294. 12908
      WPA Family Office, LLCDallas, TX · 21 clients
      Schwab 100%
      +00% 1 yr$175M
6295. 12912
      Robert A. Zock & Co.,inc.Sutton, NH · 96 clients
      Fiduciary Trust 84%
      +00% 1 yr$175M
6296. 12913
      Power Asset Management LLCLos Angeles, CA · 35 clients
      Schwab 50%Northern Trust 39%
      +00% 1 yr$175M
6297. 12915
      Sippican Capital AdvisorsBoston, MA · 150 clients
      Fidelity 100%
      +00% 1 yr$175M
6298. 12918
      Yoffe Investment Management, LLCLemoyne, PA · 13 clients
      Schwab 100%
      +00% 1 yr$175M
6299. 12919
      TNT Asset Management, LLCRound Rock, TX · 203 clients
      SEI 100%
      +00% 1 yr$175M
6300. 12920
      Income & Asset Advisory, Inc.Armonk, NY · 287 clientsHybrid
      Fidelity 81%
      +00% 1 yr$175M
6301. 12922
      Meliora CapitalTulsa, OK · 103 clients
      Schwab 100%
      +00% 1 yr$175M
6302. 12923
      Sageoak Financial, LLCTulsa, OK · 263 clients
      Schwab 100%
      +00% 1 yr$175M
6303. 12924
      Guardian Wealth ManagementSalt Lake City, UT · 131 clients
      Schwab 53%Wells Fargo 47%
      +00% 1 yr$175M
6304. 12930
      Capstone Investment Financial Group, LLCWebster, NY · 392 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$175M
6305. 12931
      Stewardship Concepts Financial Services LLCSpokane, WA · 247 clients
      Schwab 95%
      +00% 1 yr$175M
6306. 12933
      Odlum Brown USA Investment Management LimitedVancouver, British Columbia, Canada · 255 clientsAffiliated broker-dealerOdlum Brown Limited
      No custodian reported
      +00% 1 yr$175M
6307. 12934
      A.G. Morgan Financial Advisors, LLCMassapequa, NY · 387 clients
      No custodian reported
      +00% 1 yr$175M
6308. 12935
      Sjhl Financial GroupMcPherson, KS · 385 clients
      Schwab 100%
      +00% 1 yr$175M
6309. 12937
      Family Legacy Financial Solutions, LLCCary, NC · 315 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$175M
6310. 12940
      Davidov Wealth Group, LLCGarden City, NY · 363 clients
      Schwab 100%
      +00% 1 yr$174M
6311. 12941
      Viaquest Advisors LLCHouston, TX · 292 clients
      Schwab 100%
      +00% 1 yr$174M
6312. 12942
      Echelons Capital, LLCPark City, UT · 36 clients
      Schwab 100%
      +00% 1 yr$174M
6313. 12943
      Maqro Advisors LLCAustin, TX · 51 clientsWrap sponsor
      Verabank 60%Digital Trust 30%
      +00% 1 yr$174M
6314. 12945
      ATX Financial Planning, LLCAustin, TX · 211 clients
      Schwab 100%
      +00% 1 yr$174M
6315. 12947
      Corrales & Co.Miami, FL · 304 clientsHybrid
      Schwab 100%
      +00% 1 yr$174M
6316. 12948
      Provident Financial Planning, LLCAddison, TX · 72 clients
      Schwab 100%
      +00% 1 yr$174M
6317. 12949
      Rockhill Advisors LLCVictor, ID · 24 clients
      Schwab 100%
      +00% 1 yr$174M
6318. 12950
      Murphy & Mullick Capital Management CorpSmithtown, NY · 436 clientsHybrid
      Schwab 80%
      +00% 1 yr$174M
6319. 12951
      Opal AdvisorsBellevue, WA · 185 clients
      Schwab 100%
      +00% 1 yr$174M
6320. 12952
      JMS Capital Group Wealth Services, LLCSewickley, PA · 419 clients
      Schwab 75%Empower Financial Services 22%
      +00% 1 yr$174M