The Wealth Manager database

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3121. 8212
      Mullooly Asset Management, Inc.Wall Township, NJ · 533 clients
      Schwab 100%
      +00% 1 yr$456M
3122. 8213
      Chaney Capital Management Inc.Lynnwood, WA · 388 clients
      Schwab 100%
      +00% 1 yr$456M
3123. 8214
      Cove Private Wealth, LLCOyster Bay, NY · 95 clients
      Goldman Sachs 89%
      +00% 1 yr$455M
3124. 8215
      Sicart Associates, LLCNew York, NY · 110 clients
      Pershing 100%
      +00% 1 yr$455M
3125. 8216
      Flourish Wealth Management Inc.Edina, MN · 157 clients
      Schwab 100%
      +00% 1 yr$455M
3126. 8217
      Eagle Capital Management, LLCMandeville, LA · 312 clients
      Schwab 82%
      +00% 1 yr$455M
3127. 8218
      Cedar Cove Wealth PartnersBloomington, MN · 2,036 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$455M
3128. 8219
      IVC Wealth Advisors LLCSilverdale, PA · 580 clients
      Schwab 100%
      +00% 1 yr$455M
3129. 8220
      Selective Wealth Management, Inc.Forest, VA · 697 clients
      Schwab 81%
      +00% 1 yr$455M
3130. 8223
      Signature Wealth Management Partners, LLCMontvale, NJ · 432 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$454M
3131. 8225
      Confidence Wealth Management, Inc.Los Angeles, CA · 743 clients
      Schwab 100%
      +00% 1 yr$454M
3132. 8226
      Axient Investment Advisors LLCHuntsville, AL · 768 clientsHybrid
      Pershing 100%
      +00% 1 yr$454M
3133. 8227
      Wakefield Asset Management, LllpEnglewood, CO · 201 clientsWrap sponsor
      Schwab 81%
      +00% 1 yr$454M
3134. 8228
      Columbus Investment Advisory Inc.New Albany, OH · 113 clients
      Schwab 87%
      +00% 1 yr$454M
3135. 8229
      Laurel Wealth PlanningEdina, MN · 177 clients
      Raymond James 100%
      +00% 1 yr$454M
3136. 8230
      Silver Grove Advisory ServicesOrchard Park, NY · 2,150 clientsHybrid
      Schwab 64%
      +00% 1 yr$454M
3137. 8232
      Richmond Investment Services LLCMequon, WI · 890 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$453M
3138. 8233
      Robinswood FinancialKirkland, WA · 488 clients
      Schwab 100%
      +00% 1 yr$453M
3139. 8234
      Prentiss Smith & Company, Inc.Brattleboro, VT · 319 clients
      Schwab 83%
      +00% 1 yr$453M
3140. 8235
      McClarren Financial AdvisorsState College, PA · 267 clients
      Schwab 53%Fidelity Distributors Company 33%
      +00% 1 yr$453M
3141. 8236
      Cross Island Advisors LLCDarien, CT
      No custodian reported
      +00% 1 yr$453M
3142. 8237
      IMZ Advisory Inc.Boca Raton, FL · 442 clientsHybrid
      Schwab 87%
      +00% 1 yr$453M
3143. 8239
      Nova R Wealth, Inc.Overland Park, KS · 323 clients
      Fidelity 100%
      +00% 1 yr$453M
3144. 8240
      Old North State Wealth Management, LLCWilmington, NC · 484 clientsHybrid
      Fidelity Distributors Company 100%
      +00% 1 yr$453M
3145. 8241
      Aspen Investment Management Inc.Grand Rapids, MI · 256 clients
      Schwab 100%
      +00% 1 yr$452M
3146. 8242
      Certior Financial Group, LLCKing of Prussia, PA · 478 clients
      Schwab 100%
      +00% 1 yr$452M
3147. 8244
      Pointe Capital Management LLCGrosse Pointe Farms, MI · 188 clients
      Pershing 100%
      +00% 1 yr$452M
3148. 8245
      Sarver Vrooman Wealth Advisors LLCKansas City, MO · 296 clients
      First Clearing 100%
      +00% 1 yr$452M
3149. 8246
      RBA Wealth Management, LLCNewport Beach, CA · 426 clientsHybrid
      Schwab 100%
      +00% 1 yr$452M
3150. 8247
      Blackhawk Capital Partners, LLCThiensville, WI · 342 clientsHybrid
      Schwab 100%
      +00% 1 yr$452M
3151. 8249
      Holcombe Financial, Inc.Atlanta, GA · 187 clients
      Schwab 100%
      +00% 1 yr$452M
3152. 8251
      Horizon Wealth AdvisorsHouston, TX · 199 clients
      Fidelity 78%Schwab 22%
      +00% 1 yr$451M
3153. 8253
      Private Wealth AdvisorsFresno, CA · 898 clients
      Schwab 100%
      +00% 1 yr$451M
3154. 8254
      Wealthspan Partners, LLCDavenport, IA · 526 clients
      Fidelity 100%
      +00% 1 yr$451M
3155. 8256
      Kinetic Investment Management, Inc.Los Angeles, CA · 1,460 clients
      Fidelity 100%
      +00% 1 yr$451M
3156. 8257
      IFC Personal Money Managers, Inc.New York, NY · 90 clients
      Schwab 100%
      +00% 1 yr$451M
3157. 8258
      Enzi WealthAustin, TX · 224 clients
      Schwab 100%
      +00% 1 yr$451M
3158. 8261
      M1 Capital Management LLCTroy, MI · 403 clients
      Schwab 100%
      +00% 1 yr$450M
3159. 8263
      TimonierWinston Salem, NC · 198 clients
      Fidelity 100%
      +00% 1 yr$450M
3160. 8264
      Global TrustPalm Beach Gardens, FL · 276 clients
      Fidelity 62%Schwab 38%
      +00% 1 yr$450M