The Wealth Manager database

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2001. 6280
      Harvest Investment Services, LLCOakbrook Terrace, IL · 1,508 clients
      Schwab 100%
      +00% 1 yr$758M
2002. 6281
      Progressive Investment Management CorporationLake Oswego, OR · 176 clients
      Schwab 100%
      +00% 1 yr$758M
2003. 6282
      Tbg-Bedford Group LLCSaint Louis, MO · 960 clientsHybrid
      Schwab 100%
      +00% 1 yr$758M
2004. 6283
      Klaas Financial Asset Advisors, LLC.Loves Park, IL · 1,015 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$758M
2005. 6287
      Paratus Financial, Inc.Dallas, TX · 88 clients
      Schwab 100%
      +00% 1 yr$757M
2006. 6290
      Intentgen Financial PartnersNaperville, IL · 612 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$757M
2007. 6292
      G2 Capital Management, LLCColumbus, OH · 107 clients
      Schwab 100%
      +00% 1 yr$757M
2008. 6293
      Moller Wealth PartnersNorthfield, IL · 296 clients
      Schwab 100%
      +00% 1 yr$756M
2009. 6294
      Blue Fin Capital, Inc.Warren, RI · 683 clients
      Fidelity 100%
      +00% 1 yr$756M
2010. 6295
      Sageguard Financial Group, LLCGoodlettsville, TN · 2,469 clients
      Schwab 100%
      +00% 1 yr$756M
2011. 6296
      Lighthouse FinancialSaint Petersburg, FL · 134 clients
      Schwab 100%
      +00% 1 yr$756M
2012. 6297
      Total Clarity Wealth Management, IncSt. Charles, IL · 1,038 clientsWrap sponsorHybrid
      Schwab 61%LPL Financial 39%
      +00% 1 yr$755M
2013. 6302
      Sweeney & Michel, LLCChico, CA · 688 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$753M
2014. 6303
      Navpoint Financial, Inc.Prior Lake, MN · 229 clients
      Schwab 100%
      +00% 1 yr$752M
2015. 6305
      Ballast, Inc.Lexington, KY · 476 clients
      Schwab 100%
      +00% 1 yr$752M
2016. 6307
      Castlepoint Wealth AdvisorsOklahoma City, OK · 283 clients
      Schwab 58%Fidelity 42%
      +00% 1 yr$751M
2017. 6309
      EWA, LLCPittsburgh, PA · 397 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$751M
2018. 6310
      Tilson Financial Group IncNew Providence, NJ · 439 clients
      Schwab 85%
      +00% 1 yr$751M
2019. 6311
      Stevens Foster Financial AdvisorsBloomington, MN · 332 clients
      Fidelity 98%
      +00% 1 yr$750M
2020. 6312
      Hopwood Financial Services, Inc.Reston, VA · 288 clients
      Schwab 71%Fidelity 29%
      +00% 1 yr$750M
2021. 6314
      Capitalia (suisse)Geneva, Switzerland · 300 clients
      No custodian reported
      +00% 1 yr$750M
2022. 6315
      Rockline Wealth Management LLCIslip Terrace, NY · 918 clients
      LPL Financial 100%
      +00% 1 yr$750M
2023. 6318
      Curran Financial Partners, LLCDaniel Island, SC · 1,315 clients
      Schwab 100%
      +00% 1 yr$749M
2024. 6320
      QTR Family Wealth, LLCLake Mary, FL · 205 clientsHybrid
      Fidelity 100%
      +00% 1 yr$749M
2025. 6322
      Flagship Wealth Advisors, LLC.Wakefield, MA · 482 clientsHybrid
      No custodian reported
      +00% 1 yr$749M
2026. 6325
      SFE Investment Counsel Inc.Los Angeles, CA · 894 clients
      Schwab 100%
      +00% 1 yr$748M
2027. 6326
      Porter White Investment Advisors, Inc.Birmingham, AL · 114 clientsHybrid
      Fidelity 100%
      +00% 1 yr$748M
2028. 6327
      Waller Financial Planning Group, Inc.Columbus, OH · 570 clients
      Schwab 100%
      +00% 1 yr$748M
2029. 6328
      Fiduciary Family Office, LLCBoca Raton, FL · 46 clients
      Schwab 88%
      +00% 1 yr$748M
2030. 6329
      Pacifica Capital Investments171 clients
      Schwab 100%
      +00% 1 yr$748M
2031. 6330
      Autumn Glory Partners, LLCDallas, TX · 67 clients
      Fidelity 78%Schwab 22%
      +00% 1 yr$748M
2032. 6332
      Pax Financial GroupSan Antonio, TX · 1,350 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$747M
2033. 6333
      Dudley & Shanley, Inc.Palm Beach, FL · 51 clients
      BNY 66%J.P. Morgan 34%
      +00% 1 yr$747M
2034. 6334
      Financial Insights Wealth ManagementTacoma, WA · 774 clients
      Raymond James 100%
      +00% 1 yr$747M
2035. 6336
      Discipline Wealth Solutions, Inc.Greenville, SC · 1,946 clientsHybrid
      Schwab 100%
      +00% 1 yr$747M
2036. 6338
      Tillman Hartley LLCDenver, CO · 63 clients
      Schwab 51%Fidelity 49%
      +00% 1 yr$746M
2037. 6340
      Blue Horizon Equity, Inc.Pittsford, NY · 1,491 clientsWrap sponsorHybrid
      Pershing 100%
      +00% 1 yr$746M
2038. 6341
      Summit Investment Advisory ServicesRoseville, MN · 1,075 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$746M
2039. 6342
      Seamount Financial Group IncColorado Springs, CO · 501 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$745M
2040. 6343
      Beacon Global Advisor Network, LLCAtlanta, GA · 1,388 clientsHybrid
      RL 360 Insurance Company, LTD. 32%Schwab 29%
      +00% 1 yr$745M