CHARLES SCHWAB & CO., INC.
This company provides Custodian service to the following firms:
- BFSG LLC
- GILL Capital Partners LLC
- Steward Capital Management Inc
- Cambridge Associates LLC
- RGT Wealth Advisors LLC
- LEE Financial Company LLC
- Paragon Capital Management Inc
- Signature Financial Management Inc
- Matter LLC
- WEIK Capital Management Inc
- Mosby Lincoln LC
- Wetherby Asset Management
- Southeast Asset Advisors Inc
- Durbin Bennett Private Wealth Management LLC
- Northside Capital Management LLC
- Homrich & BERG Inc
- Palisades Hudson Asset Management LP
- Meristem Family Wealth LLC
- YOUR Source Financial PLC
- BBR Partners LLC
- WMS Partners LLC
- Autumn Wind Asset Management Inc
- Neumeier POMA Investment Counsel LLC
- Cornerstone Advisors Inc
- Tellone Management Group Inc
- Okabena Investment Services Inc
- Glynn Capital Management LLC
- Blume Capital Management Inc
- Union Square Investment Co
- VOIT & Company LLC
- Prescott Group Capital Management LLC
- SAGE Financial Group Inc
- Wallace Capital Management Inc
- Bonaventure Capital LLC
- Institute FOR Wealth Management LLC
- ACP Investment Group LLC
- Elgethun Capital Management
- Cypress Wealth Advisors LLC
- Taylor Frigon Capital Management LLC
- Frontier Wealth Management LLC
- SFE Investment Counsel Inc
- Wacker Wealth Partners LLC
- ZEKE Capital Advisors LLC
- Bolthouse Investments LLC
- RED DOOR Wealth Management LLC
- Prairie Capital Management LLC
- Ocean Endowment Partners LLC
- CPWM LLC
- Pricap Advisors LLC
- Regent Investment Management LLC
- Kingsbridge Wealth Management Inc
- LIND Capital Partners LLC
- Merriman Wealth Management LLC
- The Portfolio Strategy Group LLC
- Strategic Wealth Partners Group LLC
- Berkeley Capital Partners LLC
- Pennington Partners & Co LLC
- Cresset Asset Management LLC
This company provides Prime Broker service to the following firms:
- Eidelman Virant Capital
- Connors Investor Services Inc
- ES BARR & Company
- Semper Augustus Investments Group LLC
- Seabridge Investment Advisors LLC
- Manchester Capital Management LLC
- Altfest L J & Co Inc
- Fenimore Asset Management Inc
- Lountzis Asset Management LLC
- Capstone Investment Financial Group LLC
- Allen Investment Management LLC
- KWK Management LLC
- Verdis Investment Management LLC
- Stamos Capital Partners LP
- Narwhal Capital Managment LLC
- Berkshire Asset Management LLC
- Granite Investment Partners LLC
- Quantum Capital Advisors LLC
- ASA Managed Account Managers LLC
- HIGH Hurdle Capital LLC