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