The Wealth Manager database

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2241. 6702
      ABS Legacy Partners, LLCHickory, NC · 36 clients
      Merrill / Bank of America 86%
      +00% 1 yr$671M
2242. 6703
      Elevation Wealth Partners, LLCWalnut Creek, CA · 325 clients
      Schwab 100%
      +00% 1 yr$671M
2243. 6704
      First Financial Coaching, Inc.Mt. Clemens, MI · 1,512 clientsHybrid
      Axos 74%Schwab 26%
      +00% 1 yr$671M
2244. 6705
      Havenshare Financial, LLC7 clients
      No custodian reported
      +00% 1 yr$670M
2245. 6706
      Trinity Financial Advisors LLCColumbus, OH · 210 clients
      Schwab 100%
      +00% 1 yr$670M
2246. 6707
      Lombard Advisers IncorporatedBaltimore, MD · 985 clientsWrap sponsorHybridLombard Securities Incorporated
      Wells Fargo 100%
      +00% 1 yr$670M
2247. 6711
      Stone Temple Partners LLCNew York, NY · 12 clients
      Goldman Sachs 100%
      +00% 1 yr$669M
2248. 6712
      Wealth Care LLC236 clients
      Fidelity 100%
      +00% 1 yr$669M
2249. 6715
      Aspyre Wealth PartnersOverland Park, KS · 329 clients
      Schwab 100%
      +00% 1 yr$668M
2250. 6716
      Oakwell Private Wealth ManagementAustin, TX · 453 clients
      Schwab 81%
      +00% 1 yr$668M
2251. 6718
      Veridan WealthWest Linn, OR · 232 clients
      Fidelity 100%
      +00% 1 yr$667M
2252. 6722
      IRC WealthAtlanta, GA · 373 clients
      Schwab 100%
      +00% 1 yr$667M
2253. 6724
      Prestige Wealth Management Group, LLCFlemington, NJ · 440 clientsHybrid
      Schwab 100%
      +00% 1 yr$666M
2254. 6725
      Bluechip Wealth Advisors LLCMilton, GA · 398 clients
      Schwab 61%SEI 27%
      +00% 1 yr$666M
2255. 6726
      Beck Bode LLCDedham, MA · 979 clients
      Schwab 49%Altruist 29%LPL Financial 22%
      +00% 1 yr$666M
2256. 6728
      BcwmOverland Park, KS · 378 clients
      Schwab 100%
      +00% 1 yr$665M
2257. 6729
      America First Investment Advisors LLCOmaha, NE · 266 clients
      Schwab 100%
      +00% 1 yr$665M
2258. 6730
      Alta Wealth Advisors LLCWoburn, MA · 779 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$665M
2259. 6731
      Allen Wealth Management, LLCBoone, NC · 1,108 clientsWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$664M
2260. 6733
      Focused Alpha, LLCGreenwood Village, CO · 553 clientsWrap sponsor
      Fidelity 73%Schwab 27%
      +00% 1 yr$664M
2261. 6734
      GKB Partners LLC4 clients
      No custodian reported
      +00% 1 yr$663M
2262. 6736
      McElhenny Sheffield Capital Management, LLCDallas, TX · 758 clients
      Schwab 80%
      +00% 1 yr$663M
2263. 6738
      Diligent Investors, LLCRedlands, CA · 884 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$663M
2264. 6739
      Cruden Bay Investment Management, LLCWestlake Village, CA · 151 clientsWrap sponsor
      Schwab 65%LPL Financial 35%
      +00% 1 yr$663M
2265. 6740
      Ironwood Financial, LLCTucson, AZ · 624 clients
      Schwab 71%Fidelity 29%
      +00% 1 yr$663M
2266. 6741
      Three Arch Wealth Management LLCIrvine, CA · 256 clients
      Schwab 100%
      +00% 1 yr$662M
2267. 6742
      Harrell Investment Partners, LLCAustin, TX · 186 clients
      Raymond James 89%
      +00% 1 yr$662M
2268. 6743
      Westshore WealthNewport Beach, CA · 207 clients
      Schwab 100%
      +00% 1 yr$662M
2269. 6744
      Bare Wealth AdvisorsGap, PA · 841 clients
      Schwab 100%
      +00% 1 yr$662M
2270. 6745
      Quattro Advisors L.L.C.Pittsburgh, PA · 414 clients
      Fidelity 100%
      +00% 1 yr$662M
2271. 6746
      Ascend Investment PartnersOgden, UT · 961 clientsWrap sponsor
      TradePMR / Robinhood 99%
      +00% 1 yr$661M
2272. 6749
      The Genwealth Group, Inc.Maplewood, NJ · 301 clients
      Schwab 100%
      +00% 1 yr$661M
2273. 6750
      Banorte Asset Management, Inc.Houston, TX · 869 clientsBank-affiliatedHybridBanorte Securities International LTD, Casa De Bolsa Banorte, clears through Pershing
      Pershing 91%
      +00% 1 yr$661M
2274. 6751
      Williams Asset ManagementColumbia, MD · 433 clients
      LPL Financial 100%
      +00% 1 yr$661M
2275. 6752
      Riverwater Partners LLCMilwaukee, WI · 185 clients
      Schwab 100%
      +00% 1 yr$661M
2276. 6753
      Truvestments Capital LLCSarasota, FL · 1,317 clientsHybrid
      Schwab 100%
      +00% 1 yr$661M
2277. 6754
      Holderness Investments CoGreensboro, NC · 339 clients
      Schwab 100%
      +00% 1 yr$661M
2278. 6755
      Foundation Wealth Management, LLCClayton, MO · 359 clients
      Fidelity 100%
      +00% 1 yr$661M
2279. 6758
      Betterwealth LLCSan Jose, CA · 378 clients
      Schwab 100%
      +00% 1 yr$660M
2280. 6759
      Northstar Asset Management Company, LLCBlue Bell, PA · 161 clients
      Schwab 85%
      +00% 1 yr$660M