The Wealth Manager database

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3361. 8602
      Seven Mile Advisory LLCTallahassee, FL · 36 clients
      Schwab 100%
      +00% 1 yr$417M
3362. 8603
      Jupiter Wealth Management, LLCGlendale, CO · 92 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$417M
3363. 8605
      Strategic Asset Management Group AdvisorsPompano Beach, FL · 126 clientsWrap sponsorHybrid
      Pershing 100%
      +00% 1 yr$416M
3364. 8607
      Market Investment Group, LLCWichita, KS · 1,814 clients
      Schwab 68%Lincoln Financial Investment Services 32%
      +00% 1 yr$416M
3365. 8609
      Highview Capital Management, LLCBuffalo Grove, IL · 97 clients
      Pershing 100%
      +00% 1 yr$416M
3366. 8610
      Bard Associates IncChicago, IL · 181 clients
      Fidelity 58%Schwab 42%
      +00% 1 yr$416M
3367. 8611
      Jeffrey N. Mehler, CFP LLCEssex, CT · 177 clients
      Fidelity 100%
      +00% 1 yr$416M
3368. 8612
      JMF Capstone Wealth ManagementTuscaloosa, AL · 219 clients
      Schwab 100%
      +00% 1 yr$416M
3369. 8613
      SGL Financial, LLCBuffalo Grove, IL · 884 clients
      No custodian reported
      +00% 1 yr$416M
3370. 8615
      McCollum Christoferson Group, LLCAmherst, NY · 350 clients
      Schwab 100%
      +00% 1 yr$416M
3371. 8617
      Royal Oak Financial GroupWorthington, OH · 412 clients
      Interactive Brokers 87%
      +00% 1 yr$416M
3372. 8618
      Davidson Kahn Capital Management, LLCSherman Oaks, CA · 252 clients
      Schwab 70%
      +00% 1 yr$415M
3373. 8620
      Goodman Advisory Group, LLCNeedham, MA · 380 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$415M
3374. 8621
      First Wilshire Securities Management, Inc.Pasadena, CA · 286 clients
      Schwab 100%
      +00% 1 yr$415M
3375. 8622
      Ferguson Shapiro LLCDecatur, GA · 332 clientsHybrid
      Schwab 100%
      +00% 1 yr$415M
3376. 8625
      Flywheel Private Wealth LLCLos Altos, CA · 121 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$415M
3377. 8629
      Momentum AdvisorsNew York, NY · 370 clients
      Schwab 100%
      +00% 1 yr$415M
3378. 8630
      Western Financial CorporationSan Diego, CA · 180 clients
      Schwab 100%
      +00% 1 yr$414M
3379. 8631
      Northeast Planning Associates, Inc.Bedford, NH · 959 clientsWrap sponsorHybrid
      Tiaa-Cref Individual & Institutional Services 51%LPL Financial 49%
      +00% 1 yr$414M
3380. 8632
      Garner Asset Management Corporation112 clients
      Schwab 100%
      +00% 1 yr$414M
3381. 8633
      Mokosak Advisory Group, LLCUrbandale, IA · 490 clients
      Schwab 100%
      +00% 1 yr$414M
3382. 8634
      Gold Coast Wealth Management, LLCJericho, NY · 157 clientsHybrid
      Schwab 63%Merrill / Bank of America 32%
      +00% 1 yr$414M
3383. 8635
      Oak Asset Management, LLCWestlake Village, CA · 251 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$414M
3384. 8637
      Watershed Private WealthOak Brook, IL · 144 clients
      Fidelity 76%Schwab 24%
      +00% 1 yr$414M
3385. 8638
      Clearwell GroupTampa, FL · 60 clients
      Fidelity 84%
      +00% 1 yr$414M
3386. 8639
      TED Buchan & CompanySan Diego, CA · 383 clients
      Pershing 100%
      +00% 1 yr$413M
3387. 8641
      Grove Street Fiduciary, LLCPeterborough, NH · 297 clients
      Schwab 100%
      +00% 1 yr$413M
3388. 8642
      Northbridge Financial Group, LLCTampa, FL · 487 clientsWrap sponsorHybrid
      Schwab 46%LPL Financial 29%Fidelity 25%
      +00% 1 yr$413M
3389. 8645
      Aletheian Wealth Advisors LLCBellevue, WA · 137 clients
      Fidelity 100%
      +00% 1 yr$413M
3390. 8646
      Altamont Capital ManagementAsheville, NC · 163 clients
      Schwab 87%
      +00% 1 yr$412M
3391. 8648
      Lakeside Advisors IncSeattle, WA · 213 clients
      Pershing 100%
      +00% 1 yr$412M
3392. 8650
      Bay Harbor Wealth Management, LLCHunt Valley, MD · 399 clients
      Schwab 100%
      +00% 1 yr$412M
3393. 8651
      Petix & Botte FinancialLa Mesa, CA · 473 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$412M
3394. 8652
      Foundation Wealth Management, LLCMedia, PA · 167 clients
      Schwab 100%
      +00% 1 yr$412M
3395. 8654
      Curbstone Financial Management Corp.Manchester, NH · 277 clients
      Schwab 100%
      +00% 1 yr$412M
3396. 8656
      Grandview Asset Management LLCHarrisburg, PA · 606 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$412M
3397. 8657
      Slagle Financial, LLC.Edwardsville, IL · 1,510 clients
      Fidelity 84%
      +00% 1 yr$412M
3398. 8658
      Hall Capital Management Company, Inc.Barrington, RI · 543 clients
      Schwab 100%
      +00% 1 yr$412M
3399. 8660
      MB, Levis & Associates,llcCenter Valley, PA · 170 clients
      Schwab 100%
      +00% 1 yr$412M
3400. 8662
      Bdfs Capital LLCRehoboth Beach, DE · 762 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$411M