The Wealth Manager database

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8281. 15426
      Westmont Advisory, LLCFlower Mound, TX · 7 clients
      Schwab 75%Interactive Brokers 25%
      +00% 1 yr$100M
8282. 15430
      Sundowner Capital Management LLC58 clients
      Schwab 100%
      +00% 1 yr$100M
8283. 15439
      Granite Value Capital, LLCHanover, NH · 70 clients
      Schwab 100%
      +00% 1 yr$99M
8284. 15440
      Synergy CapitalFort Collins, CO · 74 clients
      Fidelity 100%
      +00% 1 yr$99M
8285. 15442
      Lake Road Advisors, LLCCorning, NY · 137 clients
      Altruist 79%
      +00% 1 yr$99M
8286. 15443
      Investor's Advantage87 clientsHybrid
      Schwab 97%
      +00% 1 yr$99M
8287. 15444
      Luther Forest Wealth Advisors, L.L.C.Malta, NY · 214 clients
      Schwab 100%
      +00% 1 yr$99M
8288. 15446
      Timbuktu Capital Management, LLCBoston, MA · 122 clients
      Schwab 100%
      +00% 1 yr$99M
8289. 15447
      Backbone Planning Partners LLCLas Vegas, NV · 109 clientsWrap sponsor
      LPL Financial 100%
      +00% 1 yr$98M
8290. 15449
      Gallatin & Company, LLCVero Beach, FL · 50 clients
      Schwab 100%
      +00% 1 yr$98M
8291. 15453
      Lemnis CapitalRichardson, TX · 352 clientsHybrid
      Schwab 100%
      +00% 1 yr$98M
8292. 15454
      Baytrust Wealth Management, LLCTampa, FL · 214 clients
      Fidelity 100%
      +00% 1 yr$98M
8293. 15456
      Snow Financial Management, LLC50 clients
      Fidelity 69%Schwab 31%
      +00% 1 yr$98M
8294. 15463
      Stratacore Capital Management, LLC.New York, NY · 111 clients
      Schwab 76%Interactive Brokers 24%
      +00% 1 yr$97M
8295. 15464
      Box Financial Advisors, LLCGrapevine, TX · 235 clients
      Equity Trust Company Brokerage 100%
      +00% 1 yr$97M
8296. 15467
      Scott Conyers Capital Management, Inc.27 clients
      Schwab 100%
      +00% 1 yr$97M
8297. 15468
      CK Advisors, LLC40 clients
      Fidelity 100%
      +00% 1 yr$97M
8298. 15471
      Pacific Wealth Advisory Services LLCDanville, CA · 223 clients
      Altruist 100%
      +00% 1 yr$96M
8299. 15472
      Capital Design Private Wealth LLCPortsmouth, NH · 264 clients
      Schwab 100%
      +00% 1 yr$96M
8300. 15476
      Burke Wealth Management, LLCHouston, TX · 74 clients
      Schwab 84%
      +00% 1 yr$95M
8301. 15479
      Nosuris, Inc.Lynbrook, NY · 200 clientsHybrid
      Betterment 50%Fidelity 50%
      +00% 1 yr$95M
8302. 15481
      Wise Money IsraelBinyamina, Israel · 175 clients
      Meitav Trade 79%
      +00% 1 yr$95M
8303. 15483
      Lyon Capital Management, LLCPittsford, NY · 92 clients
      Schwab 100%
      +00% 1 yr$95M
8304. 15488
      Sebetic Advisors, LLC61 clients
      Schwab 69%Interactive Brokers 31%
      +00% 1 yr$94M
8305. 15489
      Saddock Wealth, LLCDallas, TX · 11 clients
      Schwab 100%
      +00% 1 yr$94M
8306. 15490
      Circle N Advisors, LLCFishkill, NY · 104 clients
      LPL Financial 100%
      +00% 1 yr$94M
8307. 15491
      Bayridge Financial Group, Inc.Rockville Centre, NY · 488 clientsHybrid
      Schwab 100%
      +00% 1 yr$94M
8308. 15492
      Luesink Stenstrom FinancialNew York, NY · 50 clients
      Fidelity 100%
      +00% 1 yr$94M
8309. 15494
      Target Rock Wealth Management, LLCNew York, NY · 88 clients
      Schwab 100%
      +00% 1 yr$94M
8310. 15495
      Walnut Investment Services LLCBrooklyn, NY · 199 clients
      Fidelity 100%
      +00% 1 yr$94M
8311. 15496
      Henley & Company Wealth Management LLCUniondale, NY · 71 clientsWrap sponsorHybridHenley & Company LLC
      Pershing 100%
      +00% 1 yr$94M
8312. 15497
      Voss Wealth ManagementEndicott, NY · 69 clients
      Schwab 100%
      +00% 1 yr$94M
8313. 15499
      Statetrust Capital, LLC.Boca Raton, FL · 144 clientsHybridStatetrust Investments Inc.
      No custodian reported
      +00% 1 yr$94M
8314. 15503
      Compass Investments LLCPittsburgh, PA · 176 clients
      Schwab 100%
      +00% 1 yr$93M
8315. 15506
      Wealthspan Investment Management, LLCGrand Rapids, MI · 326 clients
      Fidelity 79%
      +00% 1 yr$93M
8316. 15507
      Thinking Big FinancialBrooklyn, NY · 93 clients
      Altruist 100%
      +00% 1 yr$93M
8317. 15508
      Oppenheimer + Close, LLCNew York, NY · 127 clients
      Pershing 100%
      +00% 1 yr$93M
8318. 15509
      Peak Financial PlanningCanoga Park, CA · 82 clients
      Schwab 57%Altruist 43%
      +00% 1 yr$93M
8319. 15511
      TRU Independence Asset Management 2, LLCPortland, OR · 205 clientsAffiliated broker-dealer
      Schwab 100%
      +00% 1 yr$93M
8320. 15512
      3roots Wealth Partners LLCScottsdale, AZ · 112 clients
      Schwab 54%Altruist 46%
      +00% 1 yr$93M