The Wealth Manager database

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1001. 4194
      Financial Symmetry Inc.Raleigh, NC · 873 clients
      Pershing 100%
      +00% 1 yr$1.5B
1002. 4201
      WealthcrossingRichmond, VA · 267 clients
      Schwab 100%
      +00% 1 yr$1.5B
1003. 4203
      Roseman Wagner Wealth ManagementRocklin, CA · 622 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$1.5B
1004. 4204
      Independent Solutions Wealth Management, LLCWilliamsville, NY · 4,285 clientsHybrid
      Fidelity Distributors Company 79%
      +00% 1 yr$1.5B
1005. 4205
      Strategic Wealth GroupEden Prairie, MN · 3,557 clientsHybridLPL Financial LLC
      LPL Financial 88%
      +00% 1 yr$1.5B
1006. 4208
      Trinity Strategic WealthTulsa, OK · 1,763 clientsWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$1.5B
1007. 4210
      Benefit Financial Services GroupIrvine, CA · 887 clientsAffiliated broker-dealer
      Fidelity 61%Schwab 39%
      +00% 1 yr$1.5B
1008. 4212
      Seacrest Wealth Management, LLCPurchase, NY · 1,498 clientsHybrid
      Schwab 100%
      +00% 1 yr$1.5B
1009. 4218
      Delta Asset Management, LLCMemphis, TN · 556 clientsAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
      Schwab 100%
      +00% 1 yr$1.5B
1010. 4219
      Triad Wealth Partners, LLCLawrence, KS · 3,896 clients
      Schwab 81%
      +00% 1 yr$1.5B
1011. 4222
      Triune Financial Partners, LLCOverland Park, KS · 902 clients
      Schwab 64%Fidelity 36%
      +00% 1 yr$1.5B
1012. 4223
      Tamar Securities, LLCWoodland Hills, CA · 4,219 clientsHybrid
      Schwab 100%
      +00% 1 yr$1.5B
1013. 4226
      TownsendWestminster, CO · 1,514 clientsHybrid
      Fidelity 100%
      +00% 1 yr$1.5B
1014. 4228
      Robinhood Asset ManagementMenlo Park, CA · 252,664 clientsPublic-company ownedHybridRobinhood Financial, LLC, Robinhood Securities, LLC, clears through Robinhood, Wells Fargo Clearing Services
      No custodian reported
      +00% 1 yr$1.5B
1015. 4229
      Ascent Wealth Partners, LLCNew Hartford, NY · 1,096 clients
      Schwab 100%
      +00% 1 yr$1.5B
1016. 4232
      Compak Asset ManagementNewport Beach, CA · 1,751 clientsHybridCompak Securities, Inc.
      Fidelity 100%
      +00% 1 yr$1.5B
1017. 4234
      Midwest Financial PartnersSt. Cloud, MN · 531 clients
      Pershing 100%
      +00% 1 yr$1.5B
1018. 4235
      Legacy Capital Wealth Partners, LLCLittle Rock, AR · 680 clientsHybrid
      Schwab 51%Fidelity 49%
      +00% 1 yr$1.5B
1019. 4236
      Anchor Investment ManagementColumbia, SC · 821 clientsHybrid
      Schwab 100%
      +00% 1 yr$1.5B
1020. 4237
      Legacy Financial Advisors, Inc.Covington, KY · 1,065 clients
      Fidelity 100%
      +00% 1 yr$1.5B
1021. 4238
      Edgemoor Investment Advisors, Inc.Bethesda, MD · 321 clients
      Schwab 74%Fidelity 26%
      +00% 1 yr$1.5B
1022. 4240
      Alden CapitalWayne, PA · 2,552 clientsHybridJ. Alden Associates, Inc.
      Schwab 98%
      +00% 1 yr$1.5B
1023. 4243
      Opus Capital ManagementCincinnati, OH · 430 clients
      Schwab 100%
      +00% 1 yr$1.5B
1024. 4247
      John G. Ullman & Associates, IncHorseheads, NY · 1,009 clients
      Schwab 69%Morgan Stanley 31%
      +00% 1 yr$1.5B
1025. 4256
      Allen Capital Group, LLCGrand Island, NE · 2,274 clients
      Schwab 100%
      +00% 1 yr$1.5B
1026. 4257
      Kintra Wealth, LLCWilliamsport, PA · 2,914 clientsHybrid
      Fidelity 100%
      +00% 1 yr$1.5B
1027. 4258
      Drive Wealth AdvisersLehi, UT · 1,112 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$1.5B
1028. 4259
      Carnelian Asset Management & Advisors Private LimitedMumbai, Maharashtra, India · 4,540 clients
      Nuvama Custodial Services Limited 100%
      +00% 1 yr$1.5B
1029. 4260
      Class VI Family Office, LLCDenver, CO · 201 clientsHybridClass VI Securities, LLC
      Schwab 100%
      +00% 1 yr$1.5B
1030. 4262
      Salem Partners Wealth Management, LLCLos Angeles, CA · 49 clientsHybridSalem Partners, LLC
      Schwab 100%
      +00% 1 yr$1.5B
1031. 4266
      Tower Bridge AdvisorsWest Conshohocken, PA · 807 clients
      Schwab 100%
      +00% 1 yr$1.5B
1032. 4269
      Urban Financial Advisory CorporationChicago, IL · 260 clients
      No custodian reported
      +00% 1 yr$1.5B
1033. 4270
      Mill Capital Management, LLCConcord, NC · 106 clients
      Schwab 100%
      +00% 1 yr$1.5B
1034. 4274
      Pine Grove Financial GroupWoodbury, MN · 1,404 clients
      Schwab 100%
      +00% 1 yr$1.5B
1035. 4275
      Whitney & CompanyRochester, NY · 739 clients
      Fidelity 100%
      +00% 1 yr$1.5B
1036. 4277
      Retirement Investment Advisors IncOklahoma City, OK · 1,431 clientsBank-affiliatedAffiliated broker-dealerNFP Property & Casualty Services, Inc.
      SEI 100%
      +00% 1 yr$1.5B
1037. 4279
      Archford Capital Strategies, LLCSwansea, IL · 861 clientsHybrid
      Pershing 100%
      +00% 1 yr$1.5B
1038. 4282
      Wallace Capital Management, Inc.Dallas, TX · 487 clients
      Fidelity 91%
      +00% 1 yr$1.5B
1039. 4285
      Allied Investment Advisors LLCBillings, MT · 1,071 clients
      Schwab 100%
      +00% 1 yr$1.5B
1040. 4288
      AWM Capital, LLCPhoenix, AZ · 467 clients
      Schwab 100%
      +00% 1 yr$1.5B