The Wealth Manager database

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2841. 7724
      GGM Financial LLCColumbus, OH · 423 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$513M
2842. 7725
      Wakefield Wealth Management, LllpEnglewood, CO · 157 clients
      Schwab 77%Fidelity 23%
      +00% 1 yr$513M
2843. 7727
      Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, LTroy, MI · 452 clients
      Schwab 100%
      +00% 1 yr$513M
2844. 7730
      LEO Wealth Americas, LLCHurst, TX · 984 clientsHybridLEO Brokerage, LLC
      Schwab 89%
      +00% 1 yr$512M
2845. 7731
      Venator Management LLCPittsburgh, PA · 82 clients
      Schwab 59%BNY 23%
      +00% 1 yr$512M
2846. 7733
      Client 1st Advisory GroupDunedin, FL · 353 clients
      Schwab 100%
      +00% 1 yr$511M
2847. 7735
      Florek Financial, LLCDuxbury, MA · 96 clients
      Fidelity 100%
      +00% 1 yr$511M
2848. 7736
      Robert L. Bender, Inc. DBA Robert Bender & AssociatesPasadena, CA · 341 clients
      Schwab 100%
      +00% 1 yr$511M
2849. 7737
      Shoker Investments195 clients
      Schwab 100%
      +00% 1 yr$511M
2850. 7738
      Fidato Wealth LLCMiddleburg Heights, OH · 303 clients
      Schwab 100%
      +00% 1 yr$511M
2851. 7739
      Horizon FinancialWest Henrietta, NY · 734 clientsHybrid
      Schwab 100%
      +00% 1 yr$510M
2852. 7741
      Defender CapitalCharlotte, NC · 187 clients
      Schwab 100%
      +00% 1 yr$510M
2853. 7742
      Chase Investment Counsel CorporationCharlottesville, VA · 132 clients
      U.S. Bank 56%Schwab 44%
      +00% 1 yr$510M
2854. 7743
      Madison Advisory Services, Inc.White Plains, NY · 1,102 clientsHybrid
      SEI 100%
      +00% 1 yr$510M
2855. 7745
      Aspire Private CapitalCornelius, NC · 709 clients
      Fidelity 100%
      +00% 1 yr$510M
2856. 7746
      Highbrook Capital PartnersAtlanta, GA · 197 clients
      Schwab 100%
      +00% 1 yr$509M
2857. 7747
      Platform Wealth AdvisorsHolladay, UT · 270 clients
      Schwab 100%
      +00% 1 yr$509M
2858. 7754
      Pinnacle Investment AdvisorsTulsa, OK · 496 clients
      Schwab 100%
      +00% 1 yr$508M
2859. 7755
      &wealth PartnersBaltimore, MD · 103 clients
      Schwab 53%J.P. Morgan 47%
      +00% 1 yr$508M
2860. 7756
      Lavelle CapitalSan Francisco, CA · 93 clients
      Schwab 91%
      +00% 1 yr$508M
2861. 7760
      Instrumental Wealth, LLCTampa, FL · 573 clients
      Fidelity 100%
      +00% 1 yr$508M
2862. 7761
      Financial Designs CorporationClaremont, CA · 516 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$508M
2863. 7767
      Wealthcrest Financial Services, LLCSpringfield, VA · 380 clientsHybrid
      No custodian reported
      +00% 1 yr$508M
2864. 7768
      Stratis Capital, LLCDarien, CT · 1 clients
      Goldman Sachs 86%
      +00% 1 yr$508M
2865. 7769
      The LAM Group, Inc.80 clients
      Schwab 80%
      +00% 1 yr$507M
2866. 7771
      Maltin Wealth Management, Inc.214 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$507M
2867. 7772
      Pine Harbor Wealth Management LLCFairfax, VA · 159 clients
      Schwab 74%Fidelity 26%
      +00% 1 yr$507M
2868. 7773
      Helvetia Investment AdvisorsLugano, Switzerland · 137 clients
      No custodian reported
      +00% 1 yr$507M
2869. 7775
      Boone Wealth Advisors, LLCBellevue, WA · 305 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$507M
2870. 7776
      Kaufman Rossin Wealth, LLCMiami, FL · 230 clientsHybrid
      Schwab 58%Fidelity 42%
      +00% 1 yr$507M
2871. 7777
      Creand ManagementMiami, FL · 134 clientsBank-affiliatedHybridBeta Capital Securities LLC, Creand Securities Panama SA, clears through Interactive Brokers
      Creand Securities 100%
      +00% 1 yr$507M
2872. 7778
      Cleveland Wealth, LLCCleveland, OH · 396 clients
      Schwab 100%
      +00% 1 yr$507M
2873. 7779
      Onyx Financial Advisors, LLCIdaho Falls, ID · 272 clients
      Fidelity 100%
      +00% 1 yr$506M
2874. 7781
      Financial & Tax Architects, LLCSt. Louis, MO · 1,574 clients
      Schwab 100%
      +00% 1 yr$506M
2875. 7782
      Bluesphere Advisors LLCEast Norriton, PA · 482 clientsHybrid
      Schwab 100%
      +00% 1 yr$506M
2876. 7786
      First Advisors National, LLCAtlanta, GA · 4,858 clients
      Goldman Sachs 97%
      +00% 1 yr$506M
2877. 7788
      MKD WealthTroy, MI · 237 clients
      Fidelity 100%
      +00% 1 yr$506M
2878. 7790
      HFG Wealth Management, LLCThe Woodlands, TX · 442 clients
      Schwab 100%
      +00% 1 yr$506M
2879. 7792
      Oliver Capital ManagementSeattle, WA · 502 clients
      Fidelity 89%
      +00% 1 yr$506M
2880. 7794
      Carl P. Sherr & Co., LLCWorcester, MA · 292 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$505M