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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

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