The Wealth Manager database

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1761. 5798
      CGC Financial ServicesLake Oswego, OR · 1,151 clientsHybrid
      Schwab 100%
      +00% 1 yr$876M
1762. 5801
      Running Oak Capital LLCMinneapolis, MN · 1,035 clientsWrap sponsor
      Fidelity 86%
      +00% 1 yr$875M
1763. 5802
      Broadside WealthSan Francisco, CA · 20 clients
      Interactive Brokers 90%
      +00% 1 yr$875M
1764. 5804
      Leisure Capital Management, Inc.Costa Mesa, CA · 349 clients
      Schwab 100%
      +00% 1 yr$874M
1765. 5806
      Gearhart & AssociatesCincinnati, OH · 2,903 clients
      Raymond James 100%
      +00% 1 yr$873M
1766. 5808
      Affinity Wealth Management LLCWilmington, DE · 664 clients
      Schwab 100%
      +00% 1 yr$873M
1767. 5809
      Alpha Capital ManagementAustin, TX · 468 clients
      Schwab 89%
      +00% 1 yr$871M
1768. 5811
      Oak Grove Capital, LLC115 clients
      Schwab 100%
      +00% 1 yr$871M
1769. 5812
      Secure Asset Management, L.L.C.Troy, MI · 2,877 clientsHybridAurora Securities Inc
      Schwab 64%Fidelity 36%
      +00% 1 yr$871M
1770. 5814
      Atlas Capital Management CorpFt Wayne, IN · 3,261 clients
      Axos 100%
      +00% 1 yr$870M
1771. 5817
      Canopy PartnersCincinnati, OH · 8 clients
      Schwab 100%
      +00% 1 yr$869M
1772. 5818
      Bridgewealth Advisory Group, LLCFresno, CA · 793 clientsWrap sponsorHybrid
      Pershing 100%
      +00% 1 yr$869M
1773. 5821
      Circle Advisers IncNew York, NY · 348 clients
      Schwab 81%
      +00% 1 yr$868M
1774. 5822
      Integrity Financial CorporationJackson, WY · 1,450 clients
      Schwab 100%
      +00% 1 yr$868M
1775. 5823
      Park Capital Management, LLCMadison, WI · 625 clientsBank-affiliatedHybrid
      Schwab 80%
      +00% 1 yr$868M
1776. 5824
      Highline Wealth PartnersSherman Oaks, CA · 360 clients
      Schwab 100%
      +00% 1 yr$868M
1777. 5825
      TMB Capital Partners, LLCLittle Rock, AR · 432 clients
      Raymond James 100%
      +00% 1 yr$868M
1778. 5826
      Vantage Financial Group, Inc.Cleveland, OH · 2,521 clientsHybrid
      Pershing 100%
      +00% 1 yr$867M
1779. 5828
      StorgeCoral Gables, FL · 70 clients
      Banco De Sabadell, S.A. 30%Morgan Stanley 24%UBS 23%J.P. Morgan 22%
      +00% 1 yr$867M
1780. 5829
      Asendo Wealth AdvisoryColumbus, OH · 1,157 clients
      Fidelity 100%
      +00% 1 yr$867M
1781. 5830
      WellfullHarleysville, PA · 801 clients
      Schwab 100%
      +00% 1 yr$866M
1782. 5831
      Canton Hathaway LLCProvidence, RI · 96 clientsHybrid
      Fidelity 100%
      +00% 1 yr$866M
1783. 5834
      Hampshire Family Office70 clientsHybrid
      Pershing 100%
      +00% 1 yr$866M
1784. 5836
      Carson Advisory GroupAthens, GA · 957 clientsWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$865M
1785. 5847
      GSG Advisors LLCMount Laurel, NJ · 183 clients
      No custodian reported
      +00% 1 yr$862M
1786. 5848
      McMill CPA and AdvisorsNorfolk, NE · 5,656 clients
      Schwab 100%
      +00% 1 yr$862M
1787. 5849
      Front Street Capital Management, Inc.Missoula, MT · 1,208 clients
      SEI 80%
      +00% 1 yr$862M
1788. 5850
      The High Net Worth Advisory Group, LLCNaples, FL · 426 clients
      Raymond James 100%
      +00% 1 yr$862M
1789. 5853
      Elite Wealth Management, Inc.Kirkland, WA · 469 clients
      Interactive Brokers 54%Schwab 46%
      +00% 1 yr$861M
1790. 5854
      Keystone Private WealthPalm Desert, CA · 635 clientsHybrid
      Schwab 100%
      +00% 1 yr$861M
1791. 5858
      Atlas Private Wealth AdvisorsRed Bank, NJ · 1,223 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$860M
1792. 5859
      Wealthcare Investment Partners LLCPortsmouth, RI · 1,853 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$860M
1793. 5860
      Probity Advisors, Inc.Dallas, TX · 567 clientsHybrid
      Fidelity 79%
      +00% 1 yr$859M
1794. 5864
      Pinney & Scofield, Inc.Cambridge, MA · 295 clients
      Schwab 100%
      +00% 1 yr$859M
1795. 5866
      Cambient Family Office, LLCAda, MI · 198 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$858M
1796. 5870
      Delta Investment Management, LLCSan Francisco, CA · 1,099 clients
      Schwab 100%
      +00% 1 yr$857M
1797. 5872
      Blume Capital Management, Inc.Berkeley, CA · 242 clients
      Schwab 100%
      +00% 1 yr$857M
1798. 5877
      Radnor Capital Management, LLCWayne, PA · 192 clients
      Schwab 47%PNC Wealth Management 42%
      +00% 1 yr$855M
1799. 5878
      Rossby Financial, LLCMelbourne, FL · 3,910 clientsWrap sponsorHybrid
      No custodian reported
      +00% 1 yr$855M
1800. 5882
      Birchwood Financial Partners, Inc.Bloomington, MN · 763 clients
      Schwab 100%
      +00% 1 yr$853M