The Wealth Manager database

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121. 1087
     Circle Wealth Management, LLCSummit, NJ · 380 clients
     Schwab 79%
     +00% 1 yr$14B
122. 1097
     Coldstream Wealth ManagementBellevue, WA · 4,386 clientsHybridColdstream Securities, Inc.
     Fidelity 57%Schwab 43%
     +00% 1 yr$14B
123. 1101
     ConcentricWalnut Creek, CA · 5,371 clients
     Schwab 51%PNC Bank 26%Fidelity 23%
     +00% 1 yr$14B
124. 1110
     Sapient Capital LLCIndianapolis, IN · 1,017 clients
     Pershing 100%
     +00% 1 yr$14B
125. 1112
     Ameritas Advisory Services, LLCLincoln, NE · 29,718 clientsHybridAmeritas Investment Company, LLC, clears through National Financial Services (Fidelity)
     Fidelity 67%Schwab 33%
     +00% 1 yr$14B
126. 1127
     Kestra Private Wealth Services, LLCAustin, TX · 20,230 clientsHybridKestra Investment Services, LLC
     Fidelity 100%
     +00% 1 yr$13B
127. 1128
     The Mather Group, LLCChicago, IL · 4,773 clients
     Fidelity 56%Schwab 44%
     +00% 1 yr$13B
128. 1131
     AcornsIrvine, CA · 8,158,329 clientsWrap sponsorHybridAcorns Securities, LLC, clears through RBC Capital Markets
     No custodian reported
     +00% 1 yr$13B
129. 1147
     James Hambro & Partners LLPLondon, United Kingdom · 6,993 clients
     Caceis Bank 51%Allfunds Bank S.a.u 49%
     +00% 1 yr$13B
130. 1152
     Sarofim Trust CoHouston, TX · 96 clients
     SEI 46%J.P. Morgan 44%
     +00% 1 yr$13B
131. 1153
     Alphacore Capital LLCLa Jolla, CA · 4,065 clients
     Schwab 71%Fidelity 29%
     +00% 1 yr$13B
132. 1154
     Valeo Financial Advisors, LLCCarmel, IN · 3,042 clients
     Fidelity 100%
     +00% 1 yr$13B
133. 1164
     Loring, Wolcott & Coolidge Fiduciary Advisors, LLPBoston, MA · 3,290 clients
     Loring, Wolcott & Coolidge Trust 97%
     +00% 1 yr$13B
134. 1170
     Brookstone Capital Management LLCWheaton, IL · 54,845 clientsWrap sponsorHybrid
     No custodian reported
     +00% 1 yr$13B
135. 1178
     The Caprock Group, LLCBoise, ID · 436 clients
     Fidelity 58%Schwab 42%
     +00% 1 yr$12B
136. 1179
     Williams Jones Wealth Management, LLCNew York, NY · 1,754 clientsAffiliated broker-dealer
     Schwab 56%Fidelity 28%
     +00% 1 yr$12B
137. 1193
     Advisors Capital Management, LLCRidgewood, NJ · 18,140 clients
     Fidelity 58%LPL Financial 27%
     +00% 1 yr$12B
138. 1196
     Northrock Partners, LLCMinneapolis, MN · 4,811 clientsWrap sponsor
     Schwab 79%
     +00% 1 yr$12B
139. 1197
     LNWSeattle, WA · 1,149 clients
     Schwab 100%
     +00% 1 yr$12B
140. 1203
     Soltis Investment Advisors, LLCSt. George, UT · 5,414 clients
     Fidelity 75%Schwab 25%
     +00% 1 yr$12B
141. 1206
     Forvis Mazars Wealth Advisors, LLCSpringfield, MO · 4,584 clientsAffiliated broker-dealerForvis Mazars Capital Advisors, LLC
     Schwab 100%
     +00% 1 yr$12B
142. 1216
     Hub Investment Partners, LLCAustin, TX · 6,127 clientsAffiliated broker-dealerHub International Investment Services Inc.
     Schwab 87%
     +00% 1 yr$12B
143. 1234
     Greenhaven Associates IncPurchase, NY · 132 clients
     J.P. Morgan 100%
     +00% 1 yr$12B
144. 1240
     Curi Capital, LLCChicago, IL · 2,960 clientsHybrid
     Fidelity 82%
     +00% 1 yr$12B
145. 1241
     Cullen Capital Management, LLCNew York, NY · 8,417 clientsHybrid
     J.P. Morgan 44%UBS 30%Schwab 26%
     +00% 1 yr$12B
146. 1243
     Apollon Wealth Management, LLCMount Pleasant, SC · 8,389 clientsHybrid
     Schwab 49%Fidelity 24%
     +00% 1 yr$12B
147. 1247
     Everett Harris & CoLOS Angeles, CA · 743 clients
     Merrill / Bank of America 73%Schwab 27%
     +00% 1 yr$12B
148. 1257
     QRG Capital Management, Inc.Berwyn, PA · 27,393 clientsAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
     Fidelity 72%Pershing 28%
     +00% 1 yr$11B
149. 1266
     Perigon Wealth Management, LLCSAN Francisco, CA · 5,664 clientsHybrid
     Schwab 69%Fidelity 31%
     +00% 1 yr$11B
150. 1280
     Apella WealthWest Hartford, CT · 8,503 clients
     Schwab 80%
     +00% 1 yr$11B
151. 1281
     Pure Financial Advisors, LLCSAN Diego, CA · 7,509 clients
     Schwab 53%Fidelity 47%
     +00% 1 yr$11B
152. 1282
     Asset Preservation Advisors, LLCAtlanta, GA · 3,029 clientsHybrid
     Schwab 36%Pershing 35%UBS 28%
     +00% 1 yr$11B
153. 1285
     Nicola Wealth Management LTD.Vancouver, Canada · 6,718 clients
     National Bank Independent Network (nbin) 99%
     +00% 1 yr$11B
154. 1294
     Modern Wealth Management, LLCKansas City, MO · 11,934 clientsHybrid
     Schwab 81%
     +00% 1 yr$11B
155. 1309
     Ferguson Wellman Capital Management, Inc.Portland, OR · 1,085 clients
     Schwab 100%
     +00% 1 yr$11B
156. 1310
     Plancorp, LLCSaint Louis, MO · 2,383 clients
     Schwab 82%
     +00% 1 yr$11B
157. 1312
     Great Valley Advisor Group, LLCBerwyn, PA · 37,014 clientsHybrid
     LPL Financial 100%
     +00% 1 yr$11B
158. 1313
     Advisory Services NetworkAtlanta, GA · 12,919 clientsWrap sponsorHybrid
     No custodian reported
     +00% 1 yr$11B
159. 1334
     Parallel Advisors, LLCSAN Francisco, CA · 4,240 clients
     Fidelity 61%Schwab 39%
     +00% 1 yr$10B
160. 1339
     Bartlett & Co. Wealth Management LLCCincinnati, OH · 2,263 clientsAffiliated broker-dealer
     Schwab 86%
     +00% 1 yr$10B