The Wealth Manager database

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5961. 12459
      Spinosa Wealth Management GroupMandeville, LA · 152 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$191M
5962. 12463
      Guardian Wealth Partners, LLCNew York, NY · 402 clientsWrap sponsorHybridPark Avenue Securities LLC
      No custodian reported
      +00% 1 yr$191M
5963. 12465
      Oceanside Advisors LLCMount Pleasant, SC · 253 clients
      Schwab 88%
      +00% 1 yr$191M
5964. 12467
      Investment Management CorporationRoanoke, VA · 193 clients
      Fidelity 100%
      +00% 1 yr$191M
5965. 12468
      High Plains Investment Advisors, Inc.Lubbock, TX · 137 clients
      Schwab 100%
      +00% 1 yr$191M
5966. 12469
      Forthright Family Wealth Advisory LLCHouston, TX · 64 clients
      Fidelity 100%
      +00% 1 yr$191M
5967. 12470
      Enza Financial, LLCIndependence, OH · 198 clientsHybrid
      Schwab 100%
      +00% 1 yr$191M
5968. 12471
      Columbia River AdvisorsTacoma, WA · 233 clients
      Schwab 100%
      +00% 1 yr$191M
5969. 12472
      Apex Wealth Management, LLCBedford, NH · 114 clients
      Schwab 58%Fidelity 42%
      +00% 1 yr$191M
5970. 12475
      Bowen Financial Services, LLCMidlothian, VA · 67 clients
      Schwab 100%
      +00% 1 yr$191M
5971. 12476
      DRH Investments, Inc.Thousand Oaks, CA · 101 clients
      Fidelity 100%
      +00% 1 yr$191M
5972. 12478
      D & G Advisory Group, L.L.C.293 clients
      Schwab 100%
      +00% 1 yr$191M
5973. 12479
      Meyer Capital Management LLC.Cincinnati, OH · 116 clients
      No custodian reported
      +00% 1 yr$191M
5974. 12480
      LFG Wealth Partners, LLCElizabethtown, KY · 360 clients
      Fidelity 62%Altruist 38%
      +00% 1 yr$191M
5975. 12481
      Dynamic Wealth Strategies, LLCGranite Bay, CA · 159 clients
      Schwab 100%
      +00% 1 yr$191M
5976. 12482
      Masus Financial Group, LTD.Batavia, IL · 296 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$191M
5977. 12483
      Wisdom Wealth StrategiesGreenwood Village, CO · 219 clients
      Schwab 100%
      +00% 1 yr$190M
5978. 12484
      Bluestone Private Wealth, LLCCleveland, OH · 18 clients
      Schwab 100%
      +00% 1 yr$190M
5979. 12485
      Vanguard CapitalDenver, CO · 199 clients
      Schwab 100%
      +00% 1 yr$190M
5980. 12487
      Aegis Wealth Management, LLCMaitland, FL · 170 clients
      Schwab 100%
      +00% 1 yr$190M
5981. 12488
      MJC Advisors, LLC83 clients
      Schwab 100%
      +00% 1 yr$190M
5982. 12489
      Armada AdvisorsPensacola, FL · 323 clients
      No custodian reported
      +00% 1 yr$190M
5983. 12490
      Clutinger Williams & Verhoye IncSan Diego, CA · 113 clients
      Schwab 100%
      +00% 1 yr$190M
5984. 12492
      Cove Wealth ManagementHouston, TX · 91 clients
      Schwab 100%
      +00% 1 yr$190M
5985. 12493
      Silicon Beach Wealth, LLCMarina Del Rey, CA · 191 clients
      Schwab 100%
      +00% 1 yr$190M
5986. 12494
      Three Sixty Wealth Management, LLCBloomington, IL · 186 clients
      Schwab 100%
      +00% 1 yr$190M
5987. 12496
      Financial Horizons, Inc.14 clients
      No custodian reported
      +00% 1 yr$190M
5988. 12497
      Pacific Value, LLCBoise, ID · 169 clients
      No custodian reported
      +00% 1 yr$190M
5989. 12498
      Blueprint Wealth Management Inc.Ellicott City, MD · 320 clients
      Schwab 100%
      +00% 1 yr$190M
5990. 12499
      Altruist Advisors LLCCulver City, CA · 244 clientsHybridAltruist Financial LLC
      Altruist 100%
      +00% 1 yr$190M
5991. 12500
      Conceptual Financial Advisors, LLCAppleton, WI · 426 clientsWrap sponsorHybrid
      LPL Financial 88%
      +00% 1 yr$190M
5992. 12501
      T&t Capital Management296 clients
      Schwab 100%
      +00% 1 yr$190M
5993. 12502
      Harbour Financial Resources, LTDSkokie, IL · 124 clients
      Schwab 100%
      +00% 1 yr$190M
5994. 12506
      Signet Private Wealth, LLCChicago, IL · 80 clients
      Schwab 100%
      +00% 1 yr$190M
5995. 12507
      Financial Independence Advisors, LLCJacksonville, FL · 186 clients
      Fidelity 83%
      +00% 1 yr$190M
5996. 12508
      Calvert Wealth Management, Inc.Dunkirk, MD · 360 clientsHybrid
      Fidelity 100%
      +00% 1 yr$190M
5997. 12510
      Solutions 4 WealthSouthlake, TX · 209 clients
      Schwab 100%
      +00% 1 yr$189M
5998. 12511
      Xception Family OfficeAtlanta, GA · 28 clientsHybrid
      John A. Levin & Co. 100%
      +00% 1 yr$189M
5999. 12513
      Daytona Street CapitalSaint Louis, MO · 51 clients
      Schwab 100%
      +00% 1 yr$189M
6000. 12514
      Odyssey Capital Advisors Inc.Bala Cynwyd, PA · 259 clients
      Schwab 100%
      +00% 1 yr$189M