The Wealth Manager database

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2481. 7089
      Avaii Wealth Management, LLCAppleton, WI · 995 clients
      Fidelity 100%
      +00% 1 yr$603M
2482. 7093
      Intergy Private Wealth, LLCColorado Springs, CO · 590 clients
      Schwab 100%
      +00% 1 yr$603M
2483. 7094
      Owl Creek Wealth PartnersGreenwood Village, CO · 100 clients
      Schwab 100%
      +00% 1 yr$602M
2484. 7098
      Dunhill FinancialLondon, United Kingdom · 996 clients
      Interactive Brokers 41%Fidelity 39%
      +00% 1 yr$602M
2485. 7101
      Alliance Wealth Advisors, LLCScranton, PA · 677 clients
      Raymond James 51%Schwab 49%
      +00% 1 yr$601M
2486. 7102
      Modus Advisors, LLCExcelsior, MN · 347 clients
      Schwab 100%
      +00% 1 yr$601M
2487. 7103
      Aton Financial LLCSan Juan, PR · 274 clients
      Schwab 88%
      +00% 1 yr$601M
2488. 7104
      Olio Financial PlanningMcLean, VA · 387 clients
      Schwab 100%
      +00% 1 yr$601M
2489. 7105
      CHJ Wealth ManagementThe Woodlands, TX · 309 clientsHybrid
      Schwab 100%
      +00% 1 yr$600M
2490. 7106
      Sequoia Wealth Management, LLCBarrington, IL · 1,640 clientsWrap sponsorHybrid
      Assetmark Brokerage 61%LPL Financial 39%
      +00% 1 yr$600M
2491. 7108
      Giverny Capital Asset ManagementNew York, NY · 346 clients
      Schwab 86%
      +00% 1 yr$599M
2492. 7109
      Wealth Advisory Solutions, LLCZionsville, IN · 684 clients
      Wells Fargo 71%Schwab 29%
      +00% 1 yr$599M
2493. 7110
      Steginsky Capital LLC117 clients
      Pershing 100%
      +00% 1 yr$599M
2494. 7111
      Mainsail Asset Management, LLCBirmingham, AL · 188 clients
      Fidelity 57%Schwab 43%
      +00% 1 yr$599M
2495. 7113
      Praetorian Guard, A Division of Praetorian Wealth Management,incCarmel, CA · 470 clients
      No custodian reported
      +00% 1 yr$599M
2496. 7115
      Whitener Capital Management, IncRocky Mount, NC · 851 clients
      Schwab 100%
      +00% 1 yr$598M
2497. 7117
      Concorde Asset Management, LLCAnn Arbor, MI · 3,705 clientsHybridConcorde Investment Services, LLC, clears through Pershing, RBC Capital Markets
      Schwab 80%
      +00% 1 yr$598M
2498. 7120
      Grand Wealth Management, LLCGrand Rapids, MI · 156 clients
      Fidelity 100%
      +00% 1 yr$598M
2499. 7123
      Measured Risk PortfoliosSan Diego, CA · 812 clients
      Schwab 100%
      +00% 1 yr$597M
2500. 7124
      Treehouse Wealth AdvisorsWalnut Creek, CA · 290 clients
      Schwab 100%
      +00% 1 yr$597M
2501. 7126
      Ascentis Wealth Management, LLCDallas, TX · 259 clientsAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$596M
2502. 7127
      CfciBloomington, IN · 1,083 clientsHybrid
      Raymond James 100%
      +00% 1 yr$596M
2503. 7128
      Endeavor Private Wealth, Inc.Topeka, KS · 535 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$595M
2504. 7129
      Reliant Wealth Planning, LLCLouisville, KY · 1,701 clientsWrap sponsorAffiliated broker-dealerKestra Investment Services, LLC
      Raymond James 100%
      +00% 1 yr$595M
2505. 7130
      Hedeker Wealth LLCLincolnshire, IL · 264 clientsAffiliated broker-dealerKestra Investment Services, LLC
      Schwab 100%
      +00% 1 yr$595M
2506. 7131
      Affinity Investment Group, LLCExeter, NH · 471 clients
      Schwab 100%
      +00% 1 yr$595M
2507. 7132
      Perspective Wealth ManagementHunt Valley, MD · 264 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$595M
2508. 7133
      Virtus Wealth SolutionsCranford, NJ · 325 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$595M
2509. 7135
      Outlook Wealth Advisors, LLCThe Woodlands, TX · 569 clients
      Fidelity 100%
      +00% 1 yr$594M
2510. 7137
      Capital Resource Management,inc.Deerfield, IL · 42 clients
      U.S. Bank 100%
      +00% 1 yr$593M
2511. 7141
      Hogantaylor WealthTulsa, OK · 385 clients
      Fidelity 54%Schwab 46%
      +00% 1 yr$593M
2512. 7143
      Delta Financial Advisors, L.L.C.Metairie, LA · 217 clients
      Schwab 100%
      +00% 1 yr$592M
2513. 7144
      Gerber, LLCColumbus, OH · 220 clientsHybrid
      Fidelity 100%
      +00% 1 yr$592M
2514. 7145
      Wealth Preservation Advisors, LLCChattanooga, TN · 330 clients
      Schwab 76%Raymond James 24%
      +00% 1 yr$592M
2515. 7146
      Hoxton Planning & Management, LLCShepherdstown, WV · 392 clients
      Fidelity Distributors Company 82%
      +00% 1 yr$592M
2516. 7147
      HZ Investments Inc.Chevy Chase, MD · 21 clients
      Schwab 51%Wilmington Trust Investment Management 49%
      +00% 1 yr$591M
2517. 7148
      Walter C. Flower & Co., IncNew Orleans, LA · 37 clients
      Wilmington Trust Investment Management 51%UBS 49%
      +00% 1 yr$591M
2518. 7150
      Poehling Capital Management, Inc.Madison, WI · 435 clients
      Schwab 100%
      +00% 1 yr$591M
2519. 7151
      AIS PlanningSt. Cloud, MN · 561 clients
      SEI 100%
      +00% 1 yr$591M
2520. 7152
      The Legacy Financial Group, Inc.Tulsa, OK · 317 clients
      Schwab 100%
      +00% 1 yr$591M