Business List: Financial Advisors in USA

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Granite Harbor Advisors 10603 W Sam Houston Pkwy N Ste. 450, Houston, TX 77064
83246xxxx9 aus***@g************.com 5 23 94 2 105
Paula Steinberg - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx0
Michael Sbertoli-Financial Advisor, Ameriprise Financial Services 3000 Woodcreek Dr, Downers Grove, IL 60515
63054xxxx0 dns*****@a***.com
Wells Fargo Advisors 2201 Bergenline Ave, Union City, NJ 07087 20141xxxx4
Edward Jones - Financial Advisor: Lisette Roman 6 E Burlington St, Riverside, IL 60546 70844xxxx8 a.j*********@e**********.com
Wells Fargo Advisors 545 Plainfield Rd, Willowbrook, IL 60527 63032xxxx5
Siligmueller & Norvid Wealth Advisors 586 Duane St Ste 202, Glen Ellyn, IL 60137
63079xxxx2 all@s***********.com
Ana P Ferreira-Lopreato - Financial Advisor, Ameriprise Financial Services 2900 Westchester Ave Ste 300, Purchase, NY 10577
91437xxxx2 ana***********@a***.com
Edward Jones - Financial Advisor: Rich Roeser 220 N Smith St Ste 129, Palatine, IL 60067
84730xxxx9 a.j*********@e**********.com 2
Edward Jones - Financial Advisor: Jason Castaneda 12900 Stroh Ranch Pl Unit 100, Parker, CO 80134 30384xxxx9 a.j*********@e**********.com
Dogpatch Capital 2325 3rd St Ste 344 San Francisco, CA 94107
41546xxxx3 ada*@d**************.com
Brian O'Connell-Financial Advisor, Ameriprise Financial Services 1761 S Naperville Rd, Wheaton, IL 60189
63087xxxx0 dns*****@a***.com
Diversified Investment Advisors Inc 620 80th St, Brooklyn, NY 11209 71849xxxx3
Adam T. Morton - RBC Wealth Management Financial Advisor 3 Landmark Sq Ste 100, Stamford, CT 06901
20335xxxx1
Neal Siena - Financial Advisor, Ameriprise Financial Services 200 Summit Lake Dr Ste 360, Valhalla, NY 10595
91436xxxx8 ada********@a***.com
Brian Cahill-Financial Advisor, Ameriprise Financial Services 1 Oakbrook Ter, Oakbrook Terrace, IL 60181
63039xxxx4 dns*****@a***.com
Kenny Heller 600 Montgomery St Ste 1600 San Francisco, CA 94111
41573xxxx3 adm*******@c*****.com 5 91 107322 16242 108000
Wells Fargo Advisors 1221 Liberty Ave, Hillside, NJ 07205 90835xxxx0
InvestSimply 580 California St Ste 1600 San Francisco, CA 94104 80092xxxx0
Privero Capital Advisors Inc 144 E 44th St, New York, NY 10017 21222xxxx7
Financial Advisors & Associates Inc 411 S Wells St Ste 600, Chicago, IL 60607
31293xxxx2
Financial Advisors U.S. Bancorp Investments 12340 W Alameda Pkwy, Lakewood, CO 80228
30335xxxx1 aar************@u*****.com 345681 5323 348000
Robert Gibson - Financial Advisor, Ameriprise Financial Services 300 Executive Dr Ste 350, West Orange, NJ 07052
97373xxxx0 dns*****@a***.com
Mariner Wealth Advisors 50 Main St Ste 1001, White Plains, NY 10606
64684xxxx9 aal*************@m********************.com
AdvisorFinder - Find, Research and Connect with Financial Advisors
75738xxxx5 com*******@a************.io 5 1
Edward M Dancek - Financial Advisor, Ameriprise Financial Services, LLC 209 Tabor St, Punta Gorda, FL 33950
94163xxxx5 dns*****@a***.com 3.97
Vanessa Jilot - Terra Blue Wealth Management 3030 Bridgeway Ste 330 Sausalito, CA 94965
41572xxxx7 hel**@t**********.com 4 5
Wells Fargo Advisors 2290 Central Park Ave, Yonkers, NY 10710 91436xxxx0
Ursula Johnson - Financial Advisor, Ameriprise Financial Services, LLC 1000 Germantown Pike STE H1, Plymouth Meeting, PA 19462
48453xxxx9 dns*****@a***.com
Tallie - Expense Reporting App 525 Second St San Francisco, CA 94107
88887xxxx8 hi@e******.com
New York City Financial Advisor-Financial Planners 60 E 42nd St, New York, NY 10165
64637xxxx0 ago***@f**********.com
REA pension TPA San Francisco, CA 94114
20983xxxx9 tpa@r******.net
Edward Jones - Financial Advisor: Cy Rolfs 209 E 8th St, Russell, KS 67665
78548xxxx7 a.j*********@e**********.com
4 1
Wells Fargo Advisors 24 Chase Rd, Scarsdale, NY 10583 91472xxxx6
American Express Financial Advisors Red Bank, NJ 07701
73284xxxx9 ame******************@a***.com 132739 134000
Advisors Asset Management Inc 4343 Commerce Ct, Lisle, IL 60532
63029xxxx3 a.m****@a******.com
Wells Fargo Advisors 200 Main St, Madison, NJ 07940 97337xxxx0 4
David A. Iverson Financial Advising and Financial Advisor Coaching 479 N Harlem Ave Apt 1218, Oak Park, IL 60301 70861xxxx1
Wells Fargo Advisors 103 Old Country Rd, Carle Place, NY 11514 51674xxxx9 9
Divorce Resolution Advisors 580 California St Ste 1200 San Francisco, CA 94104 62840xxxx9
Lopez-Iwata & Associates 500 Sutter St Ste 708 San Francisco, CA 94102
41571xxxx2 biw***@l*********.com 376741 406000
Edward Jones - Financial Advisor: Neil Gardner 9175 Gross Point Rd, Skokie, IL 60077
84793xxxx5 a.j*********@e**********.com 5 1
Pan Reliance Capital Advisors 750 Lexington Ave Fl 24, New York, NY 10022 64634xxxx8
Edward Jones - Financial Advisor: Daniel Renshaw 12428 York St, Thornton, CO 80241
30325xxxx6 a.j*********@e**********.com
Wells Fargo Advisors 12 W River Rd, Rumson, NJ 07760 73221xxxx2
Merrill Lynch Financial Advisor Brian Thomas Dalton 114 W 47th St, New York, NY 10036
21238xxxx9 ale*********@m*.com
Trinity Investment Advisors Inc 883 3rd Ave, New York, NY 10022 21282xxxx3
Wells Fargo Advisors 21 E Front St, Red Bank, NJ 07701
73285xxxx0 a-w***************@w*****************.com 188424 190000
Edward Jones - Financial Advisor: Duncan C Reidner 12774 Colorado Blvd, Thornton, CO 80241
30325xxxx5 a.j*********@e**********.com
Michael J Paolucci - Private Wealth Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64696xxxx0 dns*****@a***.com 230
Michelle Russotto - Financial Advisor, Ameriprise Financial Services 350 Passaic Ave Ste 202, Fairfield, NJ 07004
97327xxxx0 ant*************@a***.com 299 14 304
Saul Gonzalez Coaching Solutions 901 Mission St Ste 101 San Francisco, CA 94112 41596xxxx2
LGT Financial Advisors LLC 2626 Howell St #700, Dallas, TX 75204
21446xxxx0 ade**@l*****.com 328 140 369
Edward Jones - Financial Advisor: Jen Kayton 8350 Colorado Blvd, Firestone, CO 80504
30383xxxx3 a.j*********@e**********.com
Ned Deane - Financial Advisor, Ameriprise Financial Services, LLC 15 Caswell Ln STE 1, Plymouth, MA 02360
50883xxxx1 dns*****@a***.com 5.01
Financial Advisors U.S. Bancorp Investments 9590 W 58th Ave, Arvada, CO 80002
30343xxxx2 aar************@u*****.com
Montgomery & Meyers 505 Montgomery St San Francisco, CA 94111
41585xxxx2 inf*@n************************.com
Corrigan Financial 1326 Castro St San Francisco, CA 94114
41537xxxx0 and**********@c************.com
Edward Jones - Financial Advisor: Kelly S Derer, CFP® 242 W Park Ave, Long Beach, NY 11561
51688xxxx3 a.j*********@e**********.com
Verus Wealth Advisors - Ameriprise Financial Services, LLC 2435 N Central Expy, Ste 870, Richardson, TX 75080 · ~32.8 mi
97239xxxx9 bri*************@a***.com
5 40
Wells Fargo Advisors 905 Oak Tree Ave, South Plainfield, NJ 07080 90875xxxx0
Pro Business Plans 350 Rhode Island St Ste 240 San Francisco, CA 94103
87781xxxx2 inf*@b*************.com 2 1
Edward Jones - Financial Advisor: Robert R Anderson Jr - CLOSED 600 E Crescent Ave Ste 303, Upper Saddle River, NJ 07458
20123xxxx1 a.j*********@e**********.com
Navigate Financial Advisors 27614 Fireweed Dr, Evergreen, CO 80439
30367xxxx5
Human Interest 655 Montgomery St, Ste 1800 San Francisco, CA 94111
85562xxxx4 aar**@h************.com 1.4 41 9901 50 10000
Javier Piquero - Financial Advisor, Ameriprise Financial Services, LLC 8008 N High St, Columbus, OH 43235
61431xxxx1 dns*****@a***.com 1.76
Kate Wilusz - Ameriprise Financial Services 225 Bush St Ste 1835 San Francisco, CA 94104
41562xxxx5 dns*****@a***.com 5 9
Domain Capital Advisors 1 Passaic Ave, Fairfield, NJ 07004 97324xxxx7
River Capital Advisors 1100 Lake St Ste 210, Oak Park, IL 60301 70876xxxx0
SEGCAP Wealth Advisors 596 S Forest Dr, Teaneck, NJ 07666 20169xxxx6
Dave Moritz-Private Wealth Advisor, Ameriprise Financial Services 19751 E Mainstreet, Parker, CO 80138
72083xxxx4 dav***********@a***.com
Financial Advisors U.S. Bancorp Investments 21 W 2nd St, Hinsdale, IL 60521
63032xxxx3 aar************@u*****.com 344730 4744 346000
Cameron J. McFarlane - Wilmington Advisors @ M&T 119 E Putnam Ave, Cos Cob, CT 06807
20374xxxx7 abc***@m**.com 93528 2173 95000
Wells Fargo Advisors 100 Motor Pkwy Ste 115, Hauppauge, NY 11788
63127xxxx0 a-w***************@w*****************.com 3.4 7 189253
Fidant Wealth Partners - Ameriprise Financial Services, LLC 740 Centre View Blvd Fl 5, Crestview Hills, KY 41017
85934xxxx1 dns*****@a***.com 4 4
Edward Jones - Financial Advisor: Josh Langdon 7700 E Arapahoe Rd Ste 170, Centennial, CO 80112
72052xxxx6 a.j*********@e**********.com
Sweetwater Financial Advisors 4655 Sweetwater Blvd Ste. 300, Sugar Land, TX 77479
28149xxxx3 bry**@s******.com
Samuel Lookner - Financial Advisor, Ameriprise Financial Services, LLC 20 Walnut St Ste 318, Wellesley, MA 02481
78123xxxx0 dns*****@a***.com 5 1
Personal Financial Advisors 562 North St, Greenwich, CT 06830 20386xxxx1
Empirical Wealth Management 333 Bush St Ste 1410 San Francisco, CA 94104
41563xxxx5 a.w*******@e********.net
S Goldman Advisors 641 Lexington Ave Fl 18, New York, NY 10022
91733xxxx8 avi******@g**************.com
Wells Fargo Advisors 60 6th St, Stamford, CT 06905 20338xxxx1
Raroque Wealth Management 3755 Balboa St Ste 203 San Francisco, CA 94122 41556xxxx0
Pantera Capital Management 4 Embarcadero Ctr Ste 2500 San Francisco, CA 94111
41586xxxx0 agu*************@p*************.com
Wells Fargo Advisors 492 W 42nd St, New York, NY 10036 64688xxxx8
Kathryn Amenta Money Coach San Francisco, CA 94109
41551xxxx3 kat****@k************.com 4.2 23
Ag4 870 Market St Ste 858 San Francisco, CA 94102
41550xxxx2 gin**@g****.com
Rhodes & Fletcher, LLC 465 California St Ste 838 San Francisco, CA 94104
41536xxxx6 inf*@p*******************.com 17
Naomi Tanabe, AAMS® - Wilmington Advisors @ M&T 119 E Putnam Ave, Cos Cob, CT 06807
20386xxxx2 dns******@c********.com
James R. Bishof - Equitable Advisors 90 Woodbridge Center Dr 7th Fl, Woodbridge, NJ 07095
73232xxxx0 jam*********@e********.com
Northwestern Mutual 1 Northwestern Mutual Way, Franklin, WI 53132
41427xxxx4 a.-***********@n*****************.com 4.6 140 107337 16219 108000
Funding By Ricky 877 Laguna St, Ste 79 San Francisco, CA 94102
41534xxxx3 5 1
DCL Holdings San Francisco, CA 94104 80079xxxx5
Equitable Advisors 1642 W Colonial Pkwy, Inverness, IL 60067
84796xxxx9 aar*********@e********.com 51741 21 52000
Financial Advisors U.S. Bancorp Investments 2401 E Arapahoe Rd, Littleton, CO 80122
30373xxxx2 aar************@u*****.com 344756 4385
Edward Jones - Financial Advisor: Meagan M Fishell 4190 24th St San Francisco, CA 94114
41528xxxx9 a.j*********@e**********.com
First Republic Bank 558 Presidio Blvd, San Francisco, CA 94129
41556xxxx8 aac**********@f************.com 4 4 4.2 10 89730 259
Wells Fargo Advisors 375 10th Ave, New York, NY 10001 86684xxxx6
Robert E Berard - Private Wealth Advisor, Ameriprise Financial Services 2 Westchester Park Dr Ste 103, White Plains, NY 10604
91426xxxx7 ant*************@a***.com 108 108
Babylon Wealth Management 100 Pine St 1250 Ste 1250 San Francisco, CA 94111
41585xxxx1 a***@b************.com 173 174
Edward Jones - Financial Advisor: Michael C Edmonds 10529 W Cermak Rd, Westchester, IL 60154 70856xxxx4
Edward Jones - Financial Advisor: Tamara K Wiley 83 Templeton Dr, Oswego, IL 60543
63055xxxx9 a.j*********@e**********.com
Strategic Advisors of Illinois 1707 Shermer Rd Ste 126, Northbrook, IL 60062
84756xxxx0 mel**********@l**.com
WisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC 225 W Santa Clara St UNIT 1600, San Jose, CA 95113
40896xxxx3 dns*****@a***.com
Robert E Feighan - Private Wealth Advisor, Ameriprise Financial Services 100 Summit Lake Dr Ste 150, Valhalla, NY 10595
91474xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Sean E Hagerman 5118 S Broadway, Englewood, CO 80113
30376xxxx8 a.j*********@e**********.com
Full Sail Capital 124 NW 10th St, Oklahoma City, OK 73103
40528xxxx0 scr*****@f**************.com 4.2 5
Tom Royce-Private Wealth Advisor, Ameriprise Financial Services 1011 Warrenville Rd, Lisle, IL 60532
87735xxxx9 aob****@a***.com
Lula Financial 95 3rd St, Fl 2 San Francisco, CA 94103
71474xxxx0 4.9 38
Edward Jones - Financial Advisor: Chris Wall 5990 Kipling St Unit 100, Arvada, CO 80004 30345xxxx2
Fox Accounting & Consulting Services 1025 Fillmore Ave San Francisco, CA 94115 41524xxxx5
World Financial Advisors 3350 McCue Rd #704, Houston, TX 77056
71377xxxx0 jle****@w*********************.com
First State Investment Advisors | Tulsa Financial Advisors 8801 S Yale Ave #410, Tulsa, OK 74137
91849xxxx1 dan***@f************.com 5 136 10
Mary M. Geong, CPA EA MBA 1415 Grand Ave, Piedmont, CA 94610 51065xxxx7 4.9 56
Wells Fargo Advisors 2555 Richmond Ave, Staten Island, NY 10314
71837xxxx0 a-w***************@w*****************.com
LPL Financial 201 E Laurel St, Independence, KS 67301 62033xxxx1
Nina Caufield - RBC Wealth Management Financial Advisor 3 Landmark Sq Ste 100, Stamford, CT 06901
20335xxxx8 joh*******@c*.rbcwealthmanagement 12195 14000
Edward Jones - Financial Advisor: R Carson 5113 S Harper Ave Ste 2c, Chicago, IL 60615 77394xxxx7
Thrivent Financial-Lutherans 707 N 36th St, St Joseph, MO 64506
aar************@t*******.com 411956 403946
Valerie A. Janke CFP, Financial Advisor 4225 Naperville Rd., Suite 230, Lisle, IL 60532
33122xxxx8 6d3*************************************@w*****************.com
Coeptis Equity Fund 555 California St Ste 4925 San Francisco, CA 94104 87748xxxx9
Vertical Capitol Investment Advisors 126 E 56th St, New York, NY 10022 21278xxxx0
ForFutures Financial Planning - Ameriprise Financial Services, LLC 100 Centre Blvd ste f, Marlton, NJ 08053
85698xxxx3 dns*****@a***.com 5 1
Brian M. Nolan - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx4 rbc*********@r**.com
Consumer Credit Counseling Service 595 Market St Ste 1600 San Francisco, CA 94105
41578xxxx8
Daniel J Kiefer - TD Wealth Financial Advisor - CLOSED 2265 Morris Ave, Union, NJ 07083
73271xxxx4 dns*****@t*****.ca
Yorkville Advisors 101 Hudson St Ste 3700, Jersey City, NJ 07302
20153xxxx0 agr***@y****************.com
Eric Shell - RBC Wealth Management Financial Advisor 650 From Rd Ste 225, Paramus, NJ 07652
88852xxxx5 joh*******@c*.rbcwealthmanagement 32 12195 14000
Yomarie Letriz Ruiz - TD Wealth Financial Advisor 10110 Metropolitan Ave, Forest Hills, NY 11375
34755xxxx2 abc*******@t*.com 844479 7256 850000
Old Square Capital Advisors 880 3rd Ave Fl 3, New York, NY 10022
64664xxxx0 ame***@a*******.com
Global Risk Mgmt Advisors Inc 445 Park Ave Fl 9, New York, NY 10022
21223xxxx0 csa****@g******.com
Wells Fargo Advisors 535 Fashion Ave, New York, NY 10018 21276xxxx0
AXA Advisors 2650 Warrenville Rd, Downers Grove, IL 60515
63096xxxx6
Steve Killebrew - Financial Advisor, Ameriprise Financial Services 1250 E Ridgewood Ave, Ridgewood, NJ 07450
91746xxxx3 dns*****@a***.com
James Tucker - Financial Advisor, Ameriprise Financial Services 141 W Front St Ste 140, Red Bank, NJ 07701
73238xxxx3 dns*****@a***.com
Wells Fargo Advisors 9 Northern Blvd, Greenvale, NY 11548 51648xxxx0
Kenneth Sheresky - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx5
Wells Fargo Advisors 7501 Broadway, North Bergen, NJ 07047 20141xxxx2 aar**********@w*********.com 2.8 37 155936 11
Wells Fargo Advisors Financial Network 181 New Rd Ste 304, Parsippany, NJ 07054
73263xxxx2 hos*******@w*********.com
Michael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC 185 Asylum St, Hartford, CT 06103
86038xxxx9 dns*****@a***.com
Mohammed Y. Islam - TD Wealth Financial Advisor 957 Marcy Ave, Brooklyn, NY 11216
34745xxxx1 abc*******@t*.com 844911 7256 850000
USAdvisors Wealth 15750 Venture Ln, Eden Prairie, MN 55344
95282xxxx0 inf*@u***************.com 3.04
All About Your Taxes 358 El Camino Real, San Bruno, CA 94066
65041xxxx2 akr**@a****************.com 5 2 4.9 153
Anthony N Maneri - Private Wealth Advisor, Ameriprise Financial Services 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
51662xxxx0 ant*************@a***.com 211 222
The Presidio Group 101 California St Ste 1200 San Francisco, CA 94111
41544xxxx0 adr****@t***************.com
Edward Jones - Financial Advisor: Austin M Graham 1532 Lincoln Street, Concordia, KS 66901
78524xxxx4 a.j*********@e**********.com 4.6 10
Fidelity Investments 8 Montgomery St, San Francisco, CA 94104
80046xxxx0 a61****@f*******.com 3.3 21 1.6 160 318766
Lou DeMartino - Financial Advisor, Ameriprise Financial Services 141 W Front St Ste 140, Red Bank, NJ 07701
73238xxxx9 dns*****@a***.com
Karina Vega-Gonzalez - TD Wealth Financial Advisor 3601 Kennedy Blvd Ste 1, Union City, NJ 07087
20141xxxx0 abc***@t*.com 843853 7256 849000
Wells Fargo Advisors 169 7th Ave, New York, NY 10011 64649xxxx7
Lois Wang - Ameriprise Financial Services 150 Post St Ste 530 San Francisco, CA 94108
41554xxxx4 dns*****@a***.com 63 65
Tobias Financial Advisors
95442xxxx0 a@t**************.com 497 22 723
Edward Jones - Financial Advisor: Curtis W Mullins 310 Ernston Rd Ste A, Parlin, NJ 08859
73247xxxx8 a.j*********@e**********.com 414 414
Edward Jones - Financial Advisor: Ed Alvigi 1493 Merchant Dr, Algonquin, IL 60102 84785xxxx1
Morpheus Capital & Advisors 100 Park Ave Rm 2203, New York, NY 10017
21255xxxx0 bd@m**********.com
Rebellion Research Advisors Limited Partnership 350 E 54th St, New York, NY 10022
21249xxxx8 ale*@r****************.com
Roel Perez - TD Wealth Financial Advisor 187 Berdan Ave, Wayne, NJ 07470
34758xxxx1 dns*****@t*****.ca
Gem Financial Advisors 810 S Waukegan Rd, Lake Forest, IL 60045
84768xxxx2 dci****@g**********.com
Wells Fargo Advisors 247 E 86th St, New York, NY 10028 64690xxxx5
Gerald Di Chiara - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx5 dav***********@a***.com
Mission Creek Capital Partners, Inc. 101 Mission St Ste 850 San Francisco, CA 94105
41536xxxx0 ana*******@m**************.com 12 5 12
Unique Financial Advisors 999 Palmer Ave, Holmdel, NJ 07733
73261xxxx0 inf*@u**********************.com
Financial Aid Solutions 580 California St, Ste 1200, San Francisco, CA 94104 41528xxxx8
Philip H. Fett Jr. - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx0 wms**********@r**.com 12804
Arcadia Capital Advisors 175 Great Neck Rd, Great Neck, NY 11021
51646xxxx8 and***@a*********.com
Fundamental Wealth Management - Ameriprise Financial Services, LLC 13520 Evening Creek Dr N #110, San Diego, CA 92128
85876xxxx1 dns*****@a***.com 5.02
Ross Mannino - Private Wealth Advisor, Ameriprise Financial Services 41 W Putnam Ave, Greenwich, CT 06830
20366xxxx7 dns*****@a***.com 112
Eden Lopez - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx7
Joseph Candela - Private Wealth Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64637xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Bob Murdock 2250 Point Blvd Ste 126, Elgin, IL 60123
84742xxxx5 a.j*********@e**********.com
Fortune Financial Advisors 11600 College Blvd, Overland Park, KS 66210
91339xxxx8 for********@f*********.com 27 27
Scott Peter LaDore - Financial Advisor, Ameriprise Financial Services 800 Westchester Ave Ste 508, Rye Brook, NY 10573
91425xxxx0 dns*****@a***.com 7
Anthony J Rocchio III - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx8 ant************@a***.com
Ardent Wealth Advisors-Ameriprise Financial Services 1 Oakbrook Ter, Oakbrook Terrace, IL 60181
63039xxxx3 ard**********@a***.com 306 4 324
Professional Financial Advisors LLC 9300 W 110th St, Overland Park, KS 66210 91332xxxx5
Eric W Leimgruber - Financial Advisor, Ameriprise Financial Services 100 Summit Lake Dr Ste 150, Valhalla, NY 10595
91474xxxx0 dns*****@a***.com 66
James P Lombardo - Private Wealth Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx1 dns*****@a***.com
Apostolic Financial Advisors 2 Deer Trail Rd, Saddle River, NJ 07458 20123xxxx0 5 85
Eric A. Stubbs - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx5
Edward Jones - Financial Advisor: Christine M Janes 217 S Main St, Lombard, IL 60148
63091xxxx0 a.j*********@e**********.com
Collier Associates Financial Advisors 5161 E Arapahoe Rd Ste 430, Centennial, CO 80122
30374xxxx0 aar********@l**.com 20003 207
Caerus Investment Advisors San Francisco, CA 94103
65090xxxx6 cla**********@c************.com 5 1
Edward Jones - Financial Advisor: Deana K Lanham 2400 S Eola Rd, Aurora, IL 60504
63049xxxx2 a.j*********@e**********.com
Peter Kettle - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx5 cam**********@a***.com 517
Wells Fargo Advisors 2011 Lemoine Ave, Fort Lee, NJ 07024 20194xxxx0
First Command Financial Advisor - Patrick Marshall 2101 Pat Booker Rd STE 108, Universal City, TX 78148
21065xxxx9 abe***@f***********.com 82 89
Acam Advisors 335 Madison Ave Rm 850, New York, NY 10017 21292xxxx0
KB Financial Advisors 90 New Montgomery St Ste 1001 San Francisco, CA 94105
41590xxxx9 con****@k*********.com 4.4 11 273 273
Fi3 Financial Advisors, LLC 8900 Keystone Crossing Suite 225, Indianapolis, IN 46240
31742xxxx0 idh******@f**********.com 5.01
Andrew Newsom 111 Sutter St Ste 1800 San Francisco, CA 94104
41573xxxx6 aar**********@n***.com 107334 16205 108000
Edward Jones - Financial Advisor: Thomas R Crosby 1015 S State St, Lockport, IL 60441
81552xxxx0 a.j*********@e**********.com 5 3 279 5 284
Susan Milanak-Morgan Stanley Financial Advisor 207 E Westminster, Lake Forest, IL 60045
84760xxxx9 aal*******@m************.com 113380 3086 131000
Wells Fargo Advisors 9 Demercurio Dr, Allendale, NJ 07401 20182xxxx0
American Wealth Advisers 1616 N Litchfield Rd Suite 260, Goodyear, AZ 85395
60244xxxx1 inf*@a*********************.com 4.4 5
Collegiate Financial Advisors 3030 Finley Rd, Downers Grove, IL 60515
63096xxxx3 joh**@m****.org
Scalable Bookkeeping 25 Chattanooga St San Francisco, CA 94114 40821xxxx6 5 2
EM Capital Management Hong Kong Ltd 99 Queens Rd, Fl 57, San Francisco, CA 94104
92537xxxx0 inf*@e******************.com
Cetera Advisor Networks 1901 N Roselle Rd Ste 800, Schaumburg, IL 60195
31289xxxx2
Wells Fargo Advisors 460 Park Ave, Scotch Plains, NJ 07076 90832xxxx4
Edward Jones - Financial Advisor: Bob Smith 21 S Evergreen Ave Unit 250, Arlington Heights, IL 60005
84781xxxx4 abc*******@e**********.com
Levi Baker 100 N Central Expressway Ste 411, Richardson 75080 · ~32.5 mi
97290xxxx8 a.j*********@e**********.com 87322 99000
5 1
Jeffrey Laster - RBC Wealth Management Financial Advisor - CLOSED 200 Park Ave 2nd Fl, Florham Park, NJ 07932
97341xxxx1 joh*******@c*.rbcwealthmanagement 12195 14000
Wells Fargo Advisors 2415 Broadway, New York, NY 10024 21228xxxx6
Wells Fargo Advisors 2500 Morris Ave, Union, NJ 07083 90868xxxx0
Wells Fargo Advisors 233 5th Ave, Paterson, NJ 07524
97379xxxx1 aar**********@w*********.com 3.6 32 155936 11
Wells Fargo Advisors 488 Prospect Ave, Little Silver, NJ 07739 73221xxxx7
Wells Fargo Advisors 15 Maiden Ln, New York, NY 10038
21221xxxx0 abe*********@w*****************.com
Vruti Patel - TD Wealth Financial Advisor 133 Franklin Ave, Ridgewood, NJ 07450
20150xxxx2 dns*****@t*****.ca
Wells Fargo Advisors 2700 Patriot Blvd, Glenview, IL 60026
84783xxxx8 a-w***************@w*****************.com 188424 190000
Geri Pell - Private Wealth Advisor, Ameriprise Financial Services 800 Westchester Ave Ste 300, Rye Brook, NY 10573
91425xxxx0 ann**********@a***.com 10 327 344
Edward Jones - Financial Advisor: Joel L Boeing 1489 W Schaumburg Rd, Schaumburg, IL 60194
84752xxxx8 a.j*********@e**********.com
Wells Fargo Advisors 500 Odell Ave, Yonkers, NY 10703 91496xxxx6
Thompson Financial Group LLC 901 Kentucky St Suite 204, Lawrence, KS 66044
78585xxxx0 dd0*****************************@s*****.wixpress 638 3
Christina McCaughey - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx9 chr****************@a***.com
Kompass Financial Advisors 6500 S Quebec St Ste 300, Englewood, CO 80111
30377xxxx8 joh*@k***************.com
Edward Jones - Financial Advisor: Doug Applegate 7562 S University Blvd, Centennial, CO 80122
30379xxxx4 a.j*********@e**********.com
H SB Advisors 89 Market St, Newark, NJ 07102
97380xxxx5
Wells Fargo Advisors 350 S Broadway, Tarrytown, NY 10591 91463xxxx2
Ascend Advisors 3710 Commercial Ave, Northbrook, IL 60062
22433xxxx0 eta****@a********************.com
Steve Beninati - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx3 ste*************@r**.com
Robert Whitehead - Financial Advisor, Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
63177xxxx5 dns*****@a***.com 5.01
Victor Melendez - Financial Advisor, Ameriprise Financial Services 399 Knollwood Rd Ste G10, White Plains, NY 10603
91440xxxx6 dns*****@a***.com
Daniel Hall - Financial Advisor, Ameriprise Financial Services, LLC 60 State St Ste 2100, Boston, MA 02109
61745xxxx0 5 1
The Financial Zen Group 600 California St Fl 11 San Francisco, CA 94108
41579xxxx5 cli***********@f***********.com 5 4 11 17
Edward Jones - Financial Advisor: Jason W Habern, CFP® 801 E Campbell Rd Ste 200, Richardson, TX 75081 · ~32.3 mi
97247xxxx9 a.j*********@e**********.com
5 2
Bessemer Trust 101 California St Ste 2500 San Francisco, CA 94111
41529xxxx0 bes********************@a*********.email 15
Bobby Bakshi - Financial Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64696xxxx5 bob***********@a***.com 5
360 Financial, LLC 625 Market St Fl 4 San Francisco, CA 94105
41559xxxx2 baf*****************************@s*****.wixpress 24
Lincoln Financial Group 10851 Mastin St # 950, Overland Park, KS 66210 91345xxxx5 ann*********@l**.com 5 2
Structured Growth Strategies 505 Montgomery St Ste 1100 San Francisco, CA 94111 41580xxxx4
Wells Fargo Advisors 358 Market St, Saddle Brook, NJ 07663 20171xxxx6
Wells Fargo Advisors 2499 Jericho Tpke, Garden City Park, NY 11040 51624xxxx0
FR Financial Advisors, LLC 5521 N University Dr STE 104, Coral Springs, FL 33067
95475xxxx2 all**@f****.com 295 4 300
Jean Kim Sears - Financial Advisor, Ameriprise Financial Services 90 N Broadway Ste 104, Irvington, NY 10533
91459xxxx0 dns*****@a***.com
Marc Dynder - Financial Advisor, Ameriprise Financial Services, LLC 100 Queen St, Southington, CT 06489
86042xxxx0 dns*****@a***.com
Imprint Capital Advisors 353 Sacramento St Ste 1760 San Francisco, CA 94111
41598xxxx0 gs-*****************@n*.email
Chad Williams - Private Wealth Advisor, Ameriprise Financial Services, LLC 2435 N Central Expy, Ste 915, Richardson, TX 75080 · ~32.8 mi
21438xxxx5 cha************@a***.com
LMD Wealth Advisors - UBS Financial Services Inc. 109 North Ave W 2nd Fl, Westfield, NJ 07090
90878xxxx1
Omor Elahi - TD Wealth Financial Advisor 18810 Hillside Ave, Hollis, NY 11423
91774xxxx6 abc*******@t*.com 843088 7229 848000
Investment Financial Services 6710 Professional Pkwy W, Sarasota, FL 34240
94190xxxx8 cah***@i******************.net 5 3
Beacon Pointe Advisors 5250 Old Orchard Rd, Skokie, IL 60077
24854xxxx9 a.s****@b***********.com
RBC Capital Markets Two Embarcadero Ctr Ste 1200 San Francisco, CA 94111
41563xxxx0 a.p****@r****.com
Whitehead-Sterling Advisors LP 475 Park Ave S, New York, NY 10016 21268xxxx0
Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency 1550 Noriega St Ste 100 San Francisco, CA 94122
41566xxxx5 bra****@h***********.com 4.6 57 5 17 159 157
Wells Fargo Advisors 1210 Hamburg Tpke, Wayne, NJ 07470 97379xxxx3
USA NotePro 6900 N, Dallas Pkwy 3rd Floor, Plano, TX 75024
51238xxxx5 adm**@u**************.com
Edward Jones - Financial Advisor: Juan D Martinez 101 W Renner Rd, Richardson, Tx 75082 · ~32.9 mi
97223xxxx1 a.j*********@e**********.com
Edward Jones - Financial Advisor: Jon Moss 3131 S Vaughn Way Ste 131, Aurora, CO 80014
30374xxxx0 a.j*********@e**********.com
Hillview Capital Advisors, LLC 777 3rd Ave, New York, NY 10017
21266xxxx0 bsc******@h**********.com
Edward Jones - Financial Advisor: Colleen M Walsh 191 Waukegan Rd, Northfield, IL 60093
84750xxxx9 a.j*********@e**********.com
Park Peidmont Advisors 1034 River Rd Ste 4, Edgewater, NJ 07020
20122xxxx6 ama****@p***********.com 11 12
John E Falldin - Financial Advisor, Ameriprise Financial Services, LLC 701 Lake St E Ste 290, Wayzata, MN 55391
95285xxxx5 dns*****@a***.com 5.02
Roger Dael-Financial Advisor, Ameriprise Financial Services 8778 Wolff Ct, Westminster, CO 80031
30342xxxx0 dns*****@a***.com
Wells Fargo Advisors 190 Sound Beach Ave, Old Greenwich, CT 06870 20363xxxx3
Enrique Jaen - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx9
Bruce Gelfand - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx2 wms**********@r**.com 14718 16000
Mercer Advisors 70 E 55th St 12th Fl, New York, NY 10022
21266xxxx2 aar********@m*************.com
David Molzan - Financial Advisor, Ameriprise Financial Services, LLC 20 Walnut St Ste 318, Wellesley, MA 02481
78123xxxx0 dns*****@a***.com 5.017
Equitable Advisors 8315 Chelsea Ln, Woodridge, IL 60517
63095xxxx5 aar*********@e********.com 51741 21 52000
Ryan Birkhauser-RBC Wealth Management Financial Advisor 950 N Western Ave, Lake Forest, IL 60045
22451xxxx0 rbc*********@r**.com 2
Edward Jones - Financial Advisor: Beth E Stenz 16617 Washington St, Thornton, CO 80023
30325xxxx5 a.j*********@e**********.com
AXA Advisors 732 W Bauer Rd, Naperville, IL 60563 63075xxxx6
Rk Aquity Advisors 11115 75th Ave Apt 6h, Forest Hills, NY 11375 71852xxxx6
Ayuda Financial Services 240 Golden Gate Ave Ste 105 San Francisco, CA 94102
41544xxxx1 afi****************@a*************.com 4.7 15
Roel Perez - TD Wealth Financial Advisor 1235 Mcbride Ave, Woodland Park, NJ 07424
34758xxxx1 abc*******@t*.com 843088 7229 848000
Wells Fargo Advisors 210 S Roselle Rd, Schaumburg, IL 60193
84752xxxx4 a-w***************@w*****************.com 4.3 3 188916 190000
A V A Tax Services & Financial Advisors 21289 16th Ave, Bayside, NY 11360 21239xxxx1
Wells Fargo Advisors 255 Liberty St, Little Ferry, NJ 07643 20199xxxx2 abc*******@w*****************.com 188275 189000
Cheryl Nelson Boyd-Platinum Financial Services Advisor, Ameriprise Financial Services 5607 Yukon St, Arvada, CO 80002
30322xxxx0 che********@a***.com
Ziyah Esbenshade - Private Wealth Advisor, Ameriprise Financial Services - CLOSED 800 Westchester Ave Ste 300, Rye Brook, NY 10573
91426xxxx4 dns*****@a***.com
SOA Projects Inc 490 Post St San Francisco, CA 94118
41529xxxx6 aa@s**********.com 5 9 321 61 325
Wall Street Financial Advisors Inc 608 S Washington St, Naperville, IL 60540 63076xxxx2
EP Wealth Advisors 35 W Slade St, Palatine, IL 60067
84733xxxx1 ab@e*******.com 5 2 1162 28 1200
Desiree Wodicker - Financial Services San Francisco, CA 94111
Equitable Advisors 106 Oak Ave, Park Ridge, NJ 07656
84563xxxx9 aar*********@e********.com 51863 16
Nawara Financial Advisors 7420 W College Dr, Palos Heights, IL 60463
70844xxxx0 con****@f*******.com 5 4 28 44
Steve Sheresky - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx3 wms**********@r**.com 14718 16000
Financial Fitness Center 295 27th St, Oakland, CA 94612
51065xxxx4 ann*@f*********************.com 3.7 3 4.3 20
Park Avenue Securities 800 Westchester Ave, Ste N409, Rye Brook, NY 10573 91428xxxx2
Carmen C Goldsmith - MassMutual 101 Montgomery St Ste 600 San Francisco, CA 94104
41574xxxx2 aan******@f*************.com 5 4
Edward Jones - Financial Advisor: Erica B Gunther 70 Landover Pkwy Ste D, Hawthorn Woods, IL 60047
84743xxxx7 a.j*********@e**********.com 4.3 3 197 5 204
4D Financial Advisors 1717 N Naper Blvd Ste 205, Naperville, IL 60563
63036xxxx7 ata****@4******************.com
Peter Michael Langlois - Ameriprise Financial Services 230 California St Ste 207 Ameriprise Financial Advisor San Francisco, CA 94111
41553xxxx0 dns*****@a***.com
Daniel Dichter - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx3 dan********@a***.com
Josh Winston - Financial Advisor, Ameriprise Financial Services, LLC 16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254
48092xxxx1 dns*****@a***.com 1 1
Edward Jones - Financial Advisor: Jason M Marrs 2418 W Indian Trl Ste D, Aurora, IL 60506 63090xxxx3
Wells Fargo Advisors 201 Chestnut St, Roselle, NJ 07203 90899xxxx3
Michael Cooper - Private Wealth Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx9 dav***********@a***.com 56
Utica Advisors 2917 Avenue I, Brooklyn, NY 11210 71842xxxx1
Paul Pallo - RBC Wealth Management Financial Advisor - CLOSED 200 Park Ave 2nd Fl, Florham Park, NJ 07932
97341xxxx0 wms**********@r**.com 12195 14000
Edward Jones - Financial Advisor: Jason K Gocke 3947 E 120th Ave, Thornton, CO 80233
30325xxxx6 a.j*********@e**********.com
Investment Management Advisors 800 E Northwest Hwy Ste 203, Mount Prospect, IL 60056 84767xxxx0
Daniel Vidovich - Financial Advisor, Ameriprise Financial Services 350 Passaic Ave Ste 202, Fairfield, NJ 07004
97327xxxx0 ant*************@a***.com 299 14 304
Scarborough Investment Advisors 100 Park Ave, New York, NY 10017 21255xxxx0
Todd Temple - Northwestern Mutual 111 Sutter St Ste 1800 San Francisco, CA 94104
41573xxxx4 tod********@n*.com 4.5 2
Peter F Haag - Financial Advisor, Ameriprise Financial Services, LLC 17 Limestone Dr STE 7, Williamsville, NY 14221
71620xxxx9 dns*****@a***.com 5.01
United Financial Advisors Ltd 6500 W College Dr, Palos Heights, IL 60463
70865xxxx0 fac***************@u********.com 5 22 813 60 830
Wells Fargo Advisors 1300 3rd Ave, New York, NY 10021 33221xxxx6
CashNetUSA San Francisco, CA 94112
85578xxxx8 aal*****@c*********.com 1.2 11 23748 22000
Edward Jones Financial Advisor: Robert F Schuck, AAMS® 1580 S Milwaukee Ave Ste 402, Libertyville, IL 60048
84736xxxx2 a.j*********@e**********.com
Osterweis Capital Management 1 Maritime Plz San Francisco, CA 94111
41543xxxx2 abu**@o********.com 5 1
Financial Advisors LLC 706 2nd Ave S #850, Minneapolis, MN 55402
61233xxxx0 doe**@f*****.com 5.02
Charles Schwab 3478 California St Ste 100 San Francisco, CA 94118
41544xxxx0 jan*****@s*****.com 3.3 9 2.1 14 646273 189 659000
UHY Advisors 19 W 44th St Ste 812, New York, NY 10036
21238xxxx0 aab***@u*****.com 1536 28 1600
Hanke Wealth Management 100 Bush St Ste 1675 San Francisco, CA 94104
41578xxxx0 c18*****************************@s*****.wixpress 5 5
Nancy Curtin, CLTC, Wealth Advisor 28 Little West 12th St Suite 1200, New York, NY 10014 21294xxxx1
Mosher Financial Group 256 Laguna Honda Blvd Ste A San Francisco, CA 94116
41568xxxx0
Perigon Wealth Management 201 Mission St Ste 1825 San Francisco, CA 94105
41543xxxx0 abe****@p************.com
Stephen Waite - Financial Advisor, Ameriprise Financial Services, LLC 1420 US-206 Ste 130, Bedminster, NJ 07921
90832xxxx9 dns*****@a***.com 5.04
California Tax Advisors Inc 305 Madison Ave, New York, NY 10165 21237xxxx8
Knox Partners Limited Partnership 241 6th St Apt 401B San Francisco, CA 94103 41595xxxx6
Alan Cirulli - RBC Wealth Management Financial Advisor 3 Landmark Sq Ste 100, Stamford, CT 06901
20335xxxx2
Fidelity Investments 350 California St Ste 500 San Francisco, CA 94104 41539xxxx1 1.3 4
E-Fix Credit Inc 1 Sansome Str Fl 35 San Francisco, CA 94104
85568xxxx9 fel**@e**********.com 4.2 5 6783 29
Edward Jones Financial Advisor: Robert D Barry 111 Main St Apt 1, Roselle, IL 60172 63098xxxx2
Anthony Pio Costa IV - Private Wealth Advisor, Ameriprise Financial Services 350 Passaic Ave Ste 202, Fairfield, NJ 07004
97327xxxx0 ant*************@a***.com 3 2 299 14 304
Bts Financial Advisors 1 Bethany Rd, Hazlet, NJ 07730 73288xxxx5
Brian Williams-Morgan Stanley Financial Advisor 5251 Dtc Pkwy, Greenwood Village, CO 80111
72048xxxx7 int**********@m************.com
Matrix Asset Advisors 747 3rd Ave Rm 3103, New York, NY 10017
21248xxxx4 fpa******@m******************.com
Peter Bogardus One Sansome St Fl 38 San Francisco, CA 94104 41598xxxx0
Casey Securities 220 Montgomery St San Francisco, CA 94104 41554xxxx0 5 1
Wells Fargo Advisors 11 S Orange Ave, South Orange, NJ 07079 97376xxxx0
Steven Nadler - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx3
Edward Jones - Financial Advisor: Samantha D Owens 2001 W Montrose Ave, Chicago, IL 60618
77328xxxx3 acc**********@e**********.com 248 31 250
Wells Fargo Advisors 2065 Boston Post Rd, Larchmont, NY 10538 91483xxxx0
Wells Fargo Advisors 500 Broadway, Bayonne, NJ 07002 20133xxxx7
Alr Capital Advisors 1836 E 18th St, Brooklyn, NY 11229 34758xxxx8
Bryan H Kossove - Financial Advisor, Ameriprise Financial Services 300 Executive Dr Ste 350, West Orange, NJ 07052
97373xxxx0 bry**********@a***.com
Divorce Analysis 665 3rd St Ste 511 San Francisco, CA 94107
41580xxxx1 inf*@d**************.com 5 1
RHS Financial 4171 24th St. Suite 101 San Francisco, CA 94114
41549xxxx0 ale*@r***********.com 5 1
Areté Wealth Strategists 2120 University Ave Fl 5 Berkeley, CA 94704
88854xxxx0 ash***@a*******.com 5 5
Jose Pichardo - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx5 dns*****@a***.com
Edward Jones - Financial Advisor: Codie L Van Treese 8350 Colorado Blvd Unit 130, Firestone, CO 80504 30383xxxx3
Wells Fargo Advisors 1063 Inman Ave, Edison, NJ 08820 90866xxxx2
Guidant Wealth Advisors 35 W Slade St, Palatine, IL 60067
84733xxxx1 b0a*************************************@w*****************.com
Christina Martin Fuselier - Financial Advisor, Ameriprise Financial Services, LLC 5700 Corporate Dr Ste 600, Pittsburgh, PA 15237
41263xxxx3 dns*****@a***.com 5.01
Vision Capital Investment Management 3450 Geary Blvd Ste 203 San Francisco, CA 94118 41573xxxx0
First Command Financial Advisor - Benn Stocum 33 Market Point Dr, Greenville, SC 29607
86433xxxx0 ban*****@f***********.com 5 15 7354 212 7600
G C Financial Advisors, Ltd 1440 16th St Suite 300, Oak Brook, IL 60523 63061xxxx5
Soul Of Money Institute 3 5th Ave San Francisco, CA 94118
41538xxxx9 inf*@s**********.org 4.9 37 3912 3 4400
The Legend Group 9175 S Yale Ave STE 200, Tulsa, OK 74137
91876xxxx0 5.01
Wells Fargo Advisors 800 Newark Ave, Elizabeth, NJ 07208 90828xxxx0
Samuel Gilliland - RBC Wealth Management Financial Advisor 3 Landmark Sq Ste 100, Stamford, CT 06901
20335xxxx1 joh*******@c*.rbcwealthmanagement 12195 14000
Bruce Maier - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx3 bru********@a***.com 340 15 341
Wells Fargo Advisors 1655 Oak Tree Rd, Edison, NJ 08820 73290xxxx8
Collegiate Financial Advisors 825 N Cass Ave, Westmont, IL 60559 63081xxxx7
Joseph Jamison - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
63172xxxx5 rbc*********@r**.com
Edward Jones - Financial Advisor: Robert D Barry 111 1/2a Main St, Roselle, IL 60172
63098xxxx2 a.j*********@e**********.com
Keith Albert - Financial Advisor, Ameriprise Financial Services, LLC 95 Glastonbury Blvd Ste 408, Glastonbury, CT 06033
86043xxxx9 dns*****@a***.com 5.04
Aetas Advisors 9 Daniel Dr, Glen Cove, NY 11542
51627xxxx0 inf*@a************.net
James E Famula - Financial Advisor, Ameriprise Financial Services 300 Executive Dr Ste 350, West Orange, NJ 07052
97373xxxx0 dns*****@a***.com
Vruti Patel - TD Wealth Financial Advisor 450 Hillsdale Ave, Hillsdale, NJ 07642
20150xxxx2 abc*******@t*.com
Wells Fargo Advisors 104 E 14th St, New York, NY 10003 21241xxxx7
Global Wealth Advisors 100 Crescent Ct 7th floor, Dallas, TX 75201
21461xxxx0 alv*****@g*********.net
Key Client Financial Advisors 363 Us Highway 46 3rd Fl, Fairfield, NJ 07004
97324xxxx4 dhy**@k**********.net
Mergers & Acquistions Advisors 10818 Queens Blvd, Forest Hills, NY 11375
71899xxxx9 adv**************@m********.com 4.8 20 550 567
Edward Jones - Financial Advisor: Paul A Troy 1130 N Main St, Algonquin, IL 60102
22420xxxx8 a.j*********@e**********.com
Wells Fargo Advisors 141 Elmora Ave, Elizabeth, NJ 07202 90835xxxx0
Edward Jones - Financial Advisor: Tyler Hagen 1256 W Northwest Hwy, Palatine, IL 60067 84735xxxx5
Blv Capital Advisors 245 Park Ave, New York, NY 10167
21239xxxx3 ben*************@c**********.com
Stephen Berardi - Financial Advisor, Ameriprise Financial Services, LLC 250 W Old Wilson Bridge Rd Ste 150, Worthington, OH 43085
61489xxxx2 dns*****@a***.com 4.81
JWR Financial Services 1010 Summit Ave, Ste 2, Union City, NJ 07087
20125xxxx1
Pixel Financial Planning 201 Spear St Ste 1100 San Francisco, CA 94105
41589xxxx0 c90*************************************@w*****************.com 4 5 19
Edward Jones - Financial Advisor: Mark T Hegland 1875 Lombard St, San Francisco, CA 94123
41544xxxx0 a.j*********@e**********.com 4.7 11 87288 99000
Vicki W Li - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx2 dns*****@a***.com
Cash Flow Advisors LLC 29 Shaina Ct, Staten Island, NY 10303 64638xxxx4
Candent Financial 2215 Market St Unit 184 San Francisco, CA 94114 41522xxxx6
United Capital Financial Advisors 36921 Cook St STE 101, Palm Desert, CA 92211
76034xxxx2 5 1
Matt Sangalli - Financial Advisor, Ameriprise Financial Services, LLC 100 W Old Wilson Bridge Rd Ste 100, Worthington, OH 43085
61439xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Daniel Casey 4339 W Irving Park Rd, Chicago, IL 60641
77377xxxx7 a.j*********@e**********.com
Equitable Advisors 117 E 37th St, New York, NY 10016
73232xxxx0 aar*********@e********.com 51865 16
Anthony Giordano - Financial Advisor, Ameriprise Financial Services 1 Bethany Rd Ste 44, Hazlet, NJ 07730
73221xxxx4 ant*************@a***.com
Dra Advisors 220 E 42nd St, New York, NY 10017
64656xxxx0 ago*****@d**********.com
Matthew McKenna - Financial Advisor, Ameriprise Financial Services 300 Executive Dr Ste 350, West Orange, NJ 07052
97373xxxx0 dns*****@a***.com
Bill Roberts-Financial Advisor, Ameriprise Financial Services 15 Spinning Wheel Rd, Hinsdale, IL 60521
63031xxxx6 dns*****@a***.com
Harmony Financial Advisory Group - Ameriprise Financial Services, LLC 3600 Shire Blvd, Ste 200, Richardson, TX 75082 · ~32.1 mi
97226xxxx0 bec***********@a***.com 331 323
5 24
Edward Jones - Financial Advisor: Eric Trettel 22 West 23rd St, Kearney, NE 68847
30823xxxx4 a.j*********@e**********.com 82572 92585
Morgan Stanley Smith Barney 1 Sansome St Fl 38 San Francisco, CA 94104
41598xxxx0 a.m*******@m***.com 1.3 11
Investment Advisor Group 59 E 54th St, New York, NY 10022
21255xxxx1
Roundleaf - San Jose 2055 Junction Ave Ste 115 San Jose, CA 95131
40891xxxx3 ask@r***********.com 4.8 24 4.7 121 681 28
Edward Jones - Financial Advisor: Paxton L Price 5990 Kipling St Unit 100, Arvada, CO 80004
30345xxxx2 a.j*********@e**********.com 85277
Tom Duval - Financial Advisor, Ameriprise Financial Services, LLC 121 Mt Vernon St, Boston, MA 02108
61736xxxx6
Wells Fargo Advisors 55 S Main St Ste 386, Naperville, IL 60540
63054xxxx4 ado******@w*******.com
Afc Advisors 1 River Rd, Cos Cob, CT 06807 20399xxxx0
Edward Jones - Financial Advisor: Chad Waynee 791 S Buffalo Grove Rd, Buffalo Grove, IL 60089
84754xxxx9 a.j*********@e**********.com
George Forbis - Financial Advisor, Ameriprise Financial Services, LLC 1616 Westgate Cir, Brentwood, TN 37027
61584xxxx6 5.03
Edward Jones - Financial Advisor: Peter C St Aubin 8141 N Milwaukee Ave, Niles, IL 60714
84747xxxx3 acc**********@e**********.com 8
Professional Wealth Advisors 123 Frost St, Westbury, NY 11590 51699xxxx8
Wells Fargo Advisors 3814 Bergenline Ave, Union City, NJ 07087 20177xxxx0
Edward Jones - Financial Advisor: Jeremy Meinhardt 2300 Barrington Rd Ste 215, Hoffman Estates, IL 60169
84728xxxx5 acc**********@e**********.com 87261 99000
John V Kejas - Financial Advisor, Ameriprise Financial Services, LLC 5700 Corporate Dr Ste 600, Pittsburgh, PA 15237
41263xxxx6 dns*****@a***.com 5.03
Gracious Financial Planning 220 Montgomery St San Francisco, CA 94104 41539xxxx6
Wells Fargo Advisors 145 6th St, Jersey City, NJ 07310 20179xxxx9
Edward Jones - Financial Advisor: Tom Stenz 77 Erie Village Sq, Erie, CO 80516
30366xxxx0 a.j*********@e**********.com
Edward Jones - Financial Advisor: Matt Simpson 417 Burlington St Ste F, Holdrege, NE 68949
30899xxxx5 a.j*********@e**********.com 87288 99000
Portsmouth Financial Services 250 Montgomery St Ste 200 San Francisco, CA 94104
41554xxxx0 bjo*****@p******************.com
Donald Masseur - Financial Advisor, Ameriprise Financial Services, LLC 117 Metro Center Blvd Ste 2004, Warwick, RI 02886
40168xxxx6 dns*****@a***.com 5.07
Wesley Goldberg - Financial Advisor, Ameriprise Financial Services 1250 E Ridgewood Ave, Ridgewood, NJ 07450
91746xxxx4 dns*****@a***.com
Edward Jones - Financial Advisor: Angela D Thalheim 801 Third Street, Phillipsburg, KS 67661
78554xxxx7 a.j*********@e**********.com 87288 99000
Professional Financial Advisors 39 Green Meadow Blvd, Middletown, NJ 07748
73295xxxx4
Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services 333 Jericho Tpke Ste 232, Jericho, NY 11753
51651xxxx5 ath*************@a***.com 147
Capital Advisors, Inc. 2222 S Utica Pl #300, Tulsa, OK 74114
86623xxxx9 abr***@c*********.com 5 4
Alain Martin - TD Wealth Financial Advisor 275 W Merrick Rd Ste 70, Valley Stream, NY 11580
51626xxxx7 abc*******@t*.com 844568 6340 849000
Wells Fargo Advisors 2039 Broadway, New York, NY 10023 64660xxxx1 13
U.S. Bank – Wealth Management Banker: Joseph List 3424 Edwards Rd, Cincinnati, OH 45208
51369xxxx2 aar************@u*****.com 1.01 344770 4390
Paras Gautam-Financial Advisor, Ameriprise Financial Services 18W140 Butterfield Rd, Oakbrook Terrace, IL 60181
63061xxxx2 dns*****@a***.com
Wells Fargo Advisors 20 Mountainview Blvd, Wayne, NJ 07470 97369xxxx3
Paladin Capital Management 235 Montgomery St Ste 1146 San Francisco, CA 94104
41598xxxx5 pad*****@p*********.com
Chris Phillips - RBC Wealth Management Financial Advisor 3 Landmark Sq Ste 100, Stamford, CT 06901
20335xxxx7 jos*******@r**.com
Tim Brogan - RBC Wealth Management Financial Advisor 650 From Rd Ste 225, Paramus, NJ 07652
86625xxxx4 joh*******@c*.rbcwealthmanagement 12195 14000
JJM Technical Advisors Inc 170 Prospect Ave, Hackensack, NJ 07601
20126xxxx6
Beam Financial Group San Francisco, CA 94123
5 8
Wells Fargo Advisors 597 Elm St, Stamford, CT 06902 20332xxxx3
Adam Morton - RBC Wealth Management Financial Advisor 3 Landmark Sq Ste 100, Stamford, CT 06901
20335xxxx1
Wells Fargo Advisors 437 Madison Ave, New York, NY 10022 91732xxxx0
James F Forcier - Financial Advisor, Ameriprise Financial Services, LLC 303 Wyman St #290, Waltham, MA 02451
78199xxxx6 dns*****@a***.com 5.02
Union Square Advisors 1350 Avenue Of The Americas, New York, NY 10019
21237xxxx0 ale************@u*********.com
Mercer Advisors 235 Montgomery St Ste 1020 San Francisco, CA 94104
87749xxxx3 aar********@m*************.com 2836 28 2900
Financial Life Advisors 14607 San Pedro Ave #190, San Antonio, TX 78232
21091xxxx8 adv****@f*********.com 3.5 2
Edward Jones - Financial Advisor: Brad Arnold 27 Geneva Rd, Winfield, IL 60190
63065xxxx9 a.j*********@e**********.com
Edward Jones - Financial Advisor: Leon Richardson 2001 W Montrose Ave, Chicago, IL 60618 77328xxxx3
Wealthspan Advisors, LLC 1500 E Beltline Ave SE Suite 200, Grand Rapids, MI 49506
61665xxxx1 c18*****************************@s*****.wixpress 5.032
Edward Jones - Financial Advisor: Kyle Hardin 340 W Butterfield Rd Ste 4e, Elmhurst, IL 60126
63053xxxx1 aar***********@e**********.com 14
Paul Guinee - Financial Advisor, Ameriprise Financial Services, LLC 175 Derby St Unit 1, Hingham, MA 02043
78174xxxx7 dns*****@a***.com 5.01
Edward Jones - Financial Advisor: Joshua M. Young 350 Indiana St Ste 875, Golden, CO 80401
30371xxxx5 a.j*********@e**********.com
Edward Jones - Financial Advisor: Joy C Rollins 12774 Colorado Blvd Ste 110, Thornton, CO 80241 30325xxxx5
Michael Carter - Financial Advisor, Ameriprise Financial Services 800 Westchester Ave Ste 508, Rye Brook, NY 10573
91425xxxx0 aud**************@a***.com 223
John Goodnough - Financial Advisor, Ameriprise Financial Services 800 Westchester Ave Ste 508, Rye Brook, NY 10573
91425xxxx0 ali************@a***.com
True Root Financial San Francisco, CA 94109
41532xxxx2 hel**@t****************.com 5 6 342 369
Wells Fargo Advisors 187 Maplewood Ave, Maplewood, NJ 07040 97376xxxx4
SPARK Sales Consultancy San Francisco
41524xxxx1 5 1
Cardinal Investment Advisors 150 N Wacker Dr, Chicago, IL 60606
31221xxxx0 eng******@c*************.com 7 24 29
Jeffrey Sheresky - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx2
Capstone Financial Advisors 2001 Butterfield Rd, Downers Grove, IL 60515
63024xxxx3 aco****@c****************.com
Edward Jones - Financial Advisor: Chad Waynee 750 W Lake Cook Rd Ste 110, Buffalo Grove, IL 60089
84754xxxx9 a.j*********@e**********.com
Michael Dmytryshyn - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx6 dns*****@a***.com
Edward Jones Financial Advisor: Jonathan L Gripe, AAMS® 2325 Dean St Ste 700, St Charles, IL 60175 63058xxxx9
Wells Fargo Advisors 125 Broad St Fl 40, New York, NY 10004
21270xxxx0 a-w***************@w*****************.com
Teh Financial Coaching Milpitas, CA 95035
51036xxxx9 acc**********@s********.org 4.9 91 774 835
Edward Jones - Financial Advisor: Nick Halpin 6950 E Belleview Ave, Greenwood Village, CO 80111
30397xxxx0 a.j*********@e**********.com 5 1
Karina Vega-Gonzalez - TD Wealth Financial Advisor 4314 Bergenline Ave, Union City, NJ 07087
20141xxxx0 abc***@t*.com 845726 6376 850000
Wells Fargo Advisors 614 Summit Ave, Union City, NJ 07087 20177xxxx0
Dodd Koeckert - RBC Wealth Management Financial Advisor 3 Landmark Sq Ste 100, Stamford, CT 06901
20335xxxx0 dod**********@r**.com
Edward Jones - Financial Advisor: Jilena Y Mok 2000 Van Ness Ave Ste 714 San Francisco, CA 94109
41577xxxx0 a.j*********@e**********.com 87586 100000
Wells Fargo Advisors 1076 Yonkers Ave, Yonkers, NY 10704 91477xxxx0
HarborLight Investments 516 El Cerrito Plz El Cerrito, CA 94530
51055xxxx2 inf*@h*********************.com 5 1
Geneva Advisors 181 W Madison St, Chicago, IL 60602
31242xxxx0 akl@g*************.com 4.5 123 2124 2200
CSuite Investment 1 Market St Spear Tower Fl 36 San Francisco, CA 94105
41586xxxx1 sam**********@c***************.com
Wells Fargo Advisors 95 River St, Hoboken, NJ 07030 20123xxxx9
Tom Luong - Financial Advisor, Ameriprise Financial Services, LLC 4510 Executive Dr Ste P9, San Diego, CA 92121
85876xxxx1 dns*****@a***.com 3.513
Edward Jones - Financial Advisor: Sherri Ammerman 24012 W Main St Ste 100, Plainfield, IL 60544 81543xxxx6
US Financial Services, LLC 375 Passaic Ave #100, Fairfield, NJ 07004
97388xxxx0 ago**@u****.com 5 6 299 7
Mohammed Y. Islam - TD Wealth Financial Advisor 5801 Myrtle Ave, Ridgewood, NY 11385
34745xxxx1 abc*******@t*.com 844479 7256 850000
Longview Capital Advisors 570 Lexington Ave Fl 9, New York, NY 10022
21220xxxx1 mdr*****@l***.biz
Edward Jones - Financial Advisor: Daniel Jew - Temp. CLOSED 2413 Webb Ave Ste D Alameda, CA 94501
51052xxxx6 a.j*********@e**********.com 5 9
K2 Advisors 399 Park Ave, New York, NY 10022
64646xxxx0 bbr*****@k*********.com
Genevieve Mar Investment Advisor 1434 Techny Rd, Northbrook, IL 60062
84750xxxx8 304
Ruderman Investment Management Alameda, CA 94501 51022xxxx5 5 1
American Express Financial Advisors 98 Cuttermill Rd, Great Neck, NY 11021
51657xxxx0 ame******************@a***.com
Loren Cole - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx5
Tourmalet Advisors LP 60 E 42nd St Ste 15, New York, NY 10165 21255xxxx0
Be Awesome Not Broke 1161 Mission St San Francisco, CA 94103
80570xxxx8 04e*************************************@w*****************.com 5 5
Edward Jones Financial Advisor: Brad Arnold 27 W 105 Geneva Rd, Winfield, IL 60190 63065xxxx9 21
Edward Jones - Financial Advisor: Tim Brown 6205 S Main St, Aurora, CO 80016
30369xxxx2 a.j*********@e**********.com 85273
Andrew Foote - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx2 rbc*********@r**.com
Pascal Murphy - Financial Advisor, Ameriprise Financial Services 1 Crosfield Ave Ste 300, West Nyack, NY 10994
84534xxxx2 ant*************@a***.com
Anthony D Marken - Private Wealth Advisor, Ameriprise Financial Services, LLC 303 Wyman St #290, Waltham, MA 02451
78199xxxx6 dns*****@a***.com 5 48
Tax Advisors Group of Long Island 265 Sunrise Hwy Ste 64, Rockville Centre, NY 11570
51653xxxx0 cus****@t******.com 5 2
Jeanette F Chung - Financial Advisor, Ameriprise Financial Services 300 Executive Dr Ste 350, West Orange, NJ 07052
97373xxxx0 dns*****@a***.com
Edie Haughney - Financial Advisor, Ameriprise Financial Services 1 Blue Hill Plz Ste 1509, Pearl River, NY 10965
84565xxxx2 dns*****@a***.com
Wells Fargo Advisors 813 Bloomfield Ave, West Caldwell, NJ 07006 97343xxxx8
Christopher Copenhaver - Financial Advisor, Ameriprise Financial Services 2900 Westchester Ave Ste 300, Purchase, NY 10577
91450xxxx0 chr*********************@a***.com
Edward Jones-Financial Advisor: Kendra N Thibault, CFP 3190 S Vaughn Way, Aurora, CO 80014
72054xxxx6 a.j*********@e**********.com
Brough Investment Advisors 2340 W North Ave, Chicago, IL 60647 77338xxxx0
Eric Fallon - Financial Advisor, Ameriprise Financial Services, LLC 450 Lexington St Ste 202, Auburndale, MA 02466
61750xxxx7 dns*****@a***.com 3.73
Savant Investment Advisers Inc 18257 Martin Ave, Homewood, IL 60430
84469xxxx6 ldc******@p***********.com
Secure Future Investor Serving theAddison Area 86653xxxx2
Joseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services 800 Westchester Ave Ste 508, Rye Brook, NY 10573
91425xxxx0 ali************@a***.com 211
Frezza Haynes 430 Anza St, San Francisco, CA 94118
88838xxxx9 joh*@f***********.com 5 1
Edward Jones - Financial Advisor: Frank E Musalek 630 West 2nd Street, Hastings, NE 68901
40246xxxx1 a.j*********@e**********.com 5 1 328 331
Axa Advisors 400 Jericho Tpke, Jericho, NY 11753
51674xxxx1
Edward Jones - Financial Advisor: Saad M Alhiti 191 Waukegan Rd Ste 209, Northfield, IL 60093
84750xxxx9 acc**********@e**********.com 11 358
Financial Advisor Magazine 499 Broad St, Shrewsbury, NJ 07702
73245xxxx6 aab*******@f*****.com 7897 5 9500
Edward Jones - Financial Advisor: Kyle W Tietjen 401 Broadway Ste 204, New York, NY 10013
21221xxxx6 a.j*********@e**********.com 85263
Rich Chambers, CFP, RLP 1310 Sanchez St San Francisco, CA 94131
65021xxxx8
Investment Select Advisor Limited 400 Madison Ave, New York, NY 10017
21274xxxx0 aag*****@d********.net
Live Free San Francisco, CA 94123
41534xxxx2
Hpt Resources San Francisco, CA 94117 41587xxxx6
Matthew Udal - Financial Advisor, Ameriprise Financial Services, LLC 1 Old Mountain Rd, Farmington, CT 06032
86047xxxx4 dns*****@a***.com 4.85
Gazarek Financial Services 1621 Commercial St, Warsaw, MO 65355 66043xxxx1
Wells Fargo Advisors 20 Great Neck Rd, Great Neck, NY 11021 51646xxxx0
Decker Retirement Planning 50 California St Ste 1500 San Francisco, CA 94111
41552xxxx0 inf*@d*******.com 5 1
Aikapa Wealth Planning & Management 1 Market San Francisco, CA 94015
41554xxxx7 adm**@a*****.com
Pyros Advisors 300 Park Ave Fl 12, New York, NY 10022 34753xxxx7
Kestra Financial 5707 Southwest Pkwy Bldg. 2 Ste. 400, Austin, TX 78735
84455xxxx2 aar**********@k**************.com 3.3 15 881 10 981
Wells Fargo Advisors 111 1st Ave, Atlantic Highlands, NJ 07716 73229xxxx0
Timothy Doherty - Financial Advisor, Ameriprise Financial Services, LLC 24 Waterway Ave #1400, The Woodlands, TX 77380
28171xxxx9 dns*****@a***.com
Joseph S Faber 505 Montgomery St Ste 800 Davis Wright Tremaine LLP San Francisco, CA 94111 41527xxxx3
Herbst Financial Advisors Inc 15003 S Route 59, Plainfield, IL 60544
81543xxxx1 pwa****@l**.com 400 415
Robert Ambrus - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
64629xxxx6 dns*****@a***.com
Wells Fargo Advisors 921 Saw Mill River Rd, Ardsley, NY 10502 91469xxxx3
First Command Financial Advisor - Scott Carlson 1716 Charleston Dr, Papillion, NE 68133
40229xxxx0 abe***@f***********.com 115 120
Windham Capital Management-Boston 455 Market St San Francisco, CA 94105 41549xxxx5
Imax Credit Repair Firm 100 Pine St, Ste 1250 San Francisco, CA 94111
41554xxxx8 ali@i*********.com 5 25 4.9 160
Wells Fargo Advisors 1755 Broadway, New York, NY 10019 21242xxxx0
Vista Wealth Management 88 Kearny St Ste 1700 San Francisco, CA 94108
65025xxxx0 bra**@v**********.com
Financial Wellness Coaching Mill Valley, CA 94941 41542xxxx5 5 8
Jeff Hoe & Associates 640 Clarendon Ave San Francisco, CA 94131 41568xxxx4
Edson De La Cruz - TD Wealth Financial Advisor 11624 Metropolitan Ave, Kew Gardens, NY 11418
91748xxxx1 abc*******@t*.com 844479 7256 850000
Sam Timilsina- CSuite Investment 1 Market St Spear Tower Fl 36 San Francisco, CA 94105
41586xxxx1 sam**********@c***************.com
Huber Financial Advisors, LLC 475 Half Day Rd, Lincolnshire, IL 60069 84754xxxx8
Edward Jones - Financial Advisor: Brenda Grandell 242 W Park Ave, Long Beach, NY 11561
51688xxxx3 a.j*********@e**********.com 86197 96000
Finarc Investments 3 Edgewater Dr Suite 301, Norwood, MA 02062
78176xxxx0 emm*@f*****.com 94
First Republic Bank 279 W Portal Ave, San Francisco, CA 94127
41550xxxx9 aa@f************.com 4.3 15 4.3 19
Edward Jones - Financial Advisor: Hunter R Owen 7615 W 38th Ave Unit B103, Wheat Ridge, CO 80033 30346xxxx3 a.j*********@e**********.com
Pollack & Leston Advisors 4808 Bergenline Ave, Union City, NJ 07087 20122xxxx7
Edward Jones - Financial Advisor: Troy Ackman 856 N Il Route 83, Mundelein, IL 60060 22486xxxx6
Todd Johnson-Financial Advisor, Ameriprise Financial Services 1 Oakbrook Ter, Oakbrook Terrace, IL 60181
63051xxxx8 dns*****@a***.com
HT Capital Advisors 300 Park Ave, New York, NY 10022
21275xxxx0
Edward Jones Financial Advisor: Ryan Birch, CFP® 4180 Route 83 Ste 102, Long Grove, IL 60047
84795xxxx3 a.j*********@e**********.com 87261 99000
Rex Coons - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx2 arl********@a***.com
Ascent Financial Advisors 1470 High Plains Ct, Lafayette, CO 80026
30328xxxx3 jam**@a**********************.com
Edward Jones - Financial Advisor: Kencie I Zmich 910 Lake St, Roselle, IL 60172
63089xxxx4 a.j*********@e**********.com
Wells Fargo Advisors 51 John F Kennedy Pkwy, Short Hills, NJ 07078
97346xxxx0 ami**************@w*****************.com 188275 189000
Brightside Wealth Advisors-Ameriprise Financial Services LL 1881 9th St, Boulder, CO 80302
72056xxxx7 dan*******@a***.com 111
New York Life 425 Market St Ste 1600 San Francisco, CA 94105
41539xxxx0 agg********@n**********.com 2 17
Yomarie Letriz Ruiz - TD Wealth Financial Advisor - CLOSED 14808 Cross Island Pkwy, Whitestone, NY 11357
34755xxxx2 abc*******@t*.com 843088 7229 848000
Brigitte M Davison - Private Wealth Advisor, Ameriprise Financial Services 200 Summit Lake Dr Ste 210, Valhalla, NY 10595
91423xxxx0 bri***************@a***.com
Farqaleet Financial Co San Francisco, CA 94133 45467xxxx4
Wells Fargo Advisors 5215 Old Orchard Rd, Skokie, IL 60077 84796xxxx5
Auezov Group 315 Montgomery St 9th Flr San Francisco, CA 94104
41540xxxx5
Summit Financial Advisory Services 18 Sequoia Way, San Francisco, CA 94127
41546xxxx2 amp***@s****************.com 5 1
Michael Sangirardi - Private Wealth Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64637xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Roland K Keller 600 S Weber Rd, Romeoville, IL 60446
81523xxxx2 a.j*********@e**********.com
Infinity Wealth Advisors 1699 E Woodfield Rd Ste 110, Schaumburg, IL 60173
84742xxxx1 inf*@i*********.com 10 26
Wells Fargo Advisors 1 Blue Hill Plz Fl 10, Pearl River, NY 10965
84563xxxx0 abc***@w*****************.com 189231
Simplify Financial Planning 115 Sansome St Ste 200 San Francisco, CA 94104
41526xxxx3 ari****@s****************.com 5 10
Brian Conlon - Financial Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64696xxxx1 bri*********@a***.com
Omor Elahi - TD Wealth Financial Advisor 9717 Rockaway Blvd Ste 1, Ozone Park, NY 11417
91774xxxx6 ang*********@t*.com
Jmb Financial Advisors 900 N Michigan Ave Ste 1400, Chicago, IL 60611
31244xxxx0 76c*************************************@w*****************.com
Morgan Stanley Smith Barney 555 California St Fl 35 San Francisco, CA 94104
c_m******@a*****.morganstanleyclientserv 2.3 3
Adrian Mohorovich - Financial Advisor, Ameriprise Financial Services 2 Westchester Park Dr Ste 103, White Plains, NY 10604
91426xxxx7 adr****************@a***.com
Mariusz Misiec - Financial Advisor, Ameriprise Financial Services, LLC 1427 Spruce St #4, Philadelphia, PA 19102
21554xxxx9 3.65
Wells Fargo Advisors 17 Woodbridge Center Dr, Woodbridge, NJ 07095 73263xxxx0
Edward Jones - Financial Advisor: Cheri Dial 300 Park Blvd Ste 290, Itasca, IL 60143
63077xxxx9 acc**********@e**********.com 87261 99000
Wells Fargo Advisors 617 Piermont Rd, Closter, NJ 07624 20176xxxx0
Altum Wealth Advisors San Francisco, CA 94129
41537xxxx2 inf*@a**********.com
Edward Jones - Financial Advisor: Todd A Claytor 560 Sylvan Ave Ste 3270, Englewood Cliffs, NJ 07632
20156xxxx0 a.j*********@e**********.com 79
Michael R Gould - Financial Advisor, Ameriprise Financial Services 14 Cliffwood Ave Ste 250, Matawan, NJ 07747
73297xxxx0 dns*****@a***.com
Jeff Samsen - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx4 wms**********@r**.com 14718 16000
Wells Fargo Advisors 443 N Ave W, Westfield, NJ 07090 90823xxxx0
Pensionalysis, Inc. 522 San Anselmo Ave San Anselmo, CA 94960
41545xxxx4 chi*@p************.com 1 1
Edward Jones - Financial Advisor: Aaron Locker 6964 N 79th St Unit 1, Niwot, CO 80503 30365xxxx1
Paul R Trause - Financial Advisor, Ameriprise Financial Services, LLC 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
51672xxxx1 dns*****@a***.com 5.02
Gaylord Wealth Management 3145 Geary Blvd Ste 717 San Francisco, CA 94118
41555xxxx2 con****@p*************.org 5 2
Citrine Capital 535 Mission St Fl 14 San Francisco, CA 94105
41549xxxx2 inf*@c*********************.com 4.7 14 5 33
Eileen Kohler - Financial Advisor, Ameriprise Financial Services 333 Jericho Tpke Ste 232, Jericho, NY 11753
51651xxxx5 ath*************@a***.com 147
Benjamin Michael Dingledine - Financial Advisor, Ameriprise Financial Services 25A Hanover Rd Ste 103, Florham Park, NJ 07932
97363xxxx7 ben****************@a***.com
Melanie Bhandari - Financial Advisor, Ameriprise Financial Services 800 Westchester Ave Ste S508, Rye Brook, NY 10573
91426xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Warren Lindsay 24402 W Lockport St Ste 116, Plainfield, IL 60544
81555xxxx9 a.j*********@e**********.com
Christina Tikkanen - Financial Advisor, Ameriprise Financial Services 800 Westchester Ave Ste 508, Rye Brook, NY 10573
91426xxxx7 dns*****@a***.com
Douglas Mark - Financial Advisor, Ameriprise Financial Services 800 Westchester Ave Ste 508, Rye Brook, NY 10573
91425xxxx0 dns*****@a***.com
Knightsbridge Advisers Inc 122 SW Frank Phillips Blvd, Bartlesville, OK 74003
91833xxxx8 cj@k***************.com
Cerity Partners 345 California St Ste 1100 San Francisco, CA 94104
41578xxxx5 aad***@c*************.com
Stephen Rifici - Private Wealth Advisor, Ameriprise Financial Services, LLC 1011 Centre Rd Ste 100, Wilmington, DE 19805
30246xxxx6 dns*****@a***.com 5.015
Mindful Money Berkeley, CA 94704
51084xxxx2 jon*****@m******.money 5 19 9740 9700
Edward Jones - Financial Advisor: Yun Fang 1569 Sloat Blvd, Ste 312 San Francisco, CA 94132
41550xxxx8 a.j*********@e**********.com 5 1
Falcon Wealth Advisors 1900 Shawnee Mission Pkwy Suite 210, Mission Woods, KS 66205
91332xxxx0 abi****@f*******************.com 5 1
Joshua Bruegman - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx2 jos************@r**.com
WJL Financial Advisors 16 Ward Pl, Chatham, NJ 07928
97321xxxx8
Anchor Advisors, Ltd. 5366 N Elston Ave Unit 203, Chicago, IL 60630
77328xxxx7 ale*@a*************.com
Gina Thompson - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx5 kin***************@r**.com 25 113
Wells Fargo Advisors 600 South Ave W, Westfield, NJ 07090
90865xxxx0 abc*******@w*****************.com 188275 189000
Edward Jones - Financial Advisor: Ben Hewitt 5656 Ward Way, Arvada, CO 80002
30345xxxx2 a.j*********@e**********.com
Jones Advisory Group 2951 SW Woodside Dr, Topeka, KS 66614
78521xxxx5 ala***@j************.net 4.1 9
Wells Fargo Advisors Financial Network - CLOSED 331 Newman Springs Rd Ste 114, Red Bank, NJ 07701 73278xxxx8
Barry Newcomb - UBS Financial Services Inc. 10800 Financial Center Parkway Suite 400, 4th Floor, Little Rock, AR 72211
50122xxxx6 ade********@u**.com
Edward Jones - Financial Advisor: Erin Williams 740 E Campbell Rd Ste 555, Richardson, TX 75081 · ~32.4 mi
46957xxxx2 a.j*********@e**********.com
Daniel Ahearn - Financial Advisor, Ameriprise Financial Services 800 Westchester Ave Ste 300, Rye Brook, NY 10573
91425xxxx0 ann**********@a***.com 327 344
AXA Advisors 59 Bellefair Rd, Rye Brook, NY 10573
20332xxxx7 aar*********@e********.com 51741 21 52000
Frank Jaffe - Financial Advisor, Ameriprise Financial Services 350 Passaic Ave Ste 202, Fairfield, NJ 07004
97327xxxx0 ant*************@a***.com
Vincent F Parascandola - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx1 apr************@a***.com 340 15
Edward Jones - Financial Advisor: Jayson M Astel, CFP®|AAMS™ 251 North Ave W Ste 301, Westfield, NJ 07090
90823xxxx1 a.j*********@e**********.com 134
Angela Cutler - TIAA Financial Consultant Two Financial Centre, 10825 Financial Centre Pkwy Suite 105, Little Rock, AR 72211
88838xxxx7 acc******************@t***.org
Edward Jones - Financial Advisor: Kate Goleba Rageb 7333 N Harlem Ave, Niles, IL 60714
84766xxxx0 a.j*********@e**********.com 89 90
Edward Jones - Financial Advisor: Shakti Davis 1650 38th St Ste 101w, Boulder, CO 80301 30344xxxx2
401k Advisors 1000 Skokie Blvd Ste 370, Wilmette, IL 60091
84725xxxx0 d.m*******@4******************.com
Edward Jones - Financial Advisor: Joshua C Miller 6655 W Jewell Ave, Lakewood, CO 80232
30397xxxx9 a.j*********@e**********.com 85275
Bishop Wealth Management LLC 1 Market St Ste 3600 San Francisco, CA 94105
41525xxxx6
Vision Capital Advisors 20 W 55th St Ste 2R, New York, NY 10019
21224xxxx9 and***********@v************.com
Omor Elahi - TD Wealth Financial Advisor 15050 Hillside Ave, Jamaica, NY 11432
91774xxxx6 abc*******@t*.com 843088 7229 848000
Objective Financial Partners Inc. East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8, Canada
14166xxxxx1 acf*@o*************************.com 4.9 99 136
Wells Fargo Advisors 3709 Riverdale Ave, Bronx, NY 10463 71888xxxx0
Wells Fargo Advisors 1144 Main Ave, Clifton, NJ 07011 97379xxxx9
Wells Fargo Advisors 40 Journal Sq, Jersey City, NJ 07306 20141xxxx7
Raymond James Financial Services, Inc. - Terri Abrams 651 W Terra Cotta Ave Ste 209, Crystal Lake, IL 60014
77922xxxx2 aar************@r***********.com
Gulf Coast Financial Advisors and Associates LLC - Peter A. Mars, Financial Planner 758 St Charles St, Baton Rouge, LA 70802
22592xxxx0 pet*******@m*****.com 5 2
Karen Aroety - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx5 ale***************@a***.com 166
Cereus Financial Advisors 205 Franklin Ave, Wyckoff, NJ 07481 20184xxxx2
Edward Jones - Financial Advisor: Bruce W Biedar 200 W Northwest Hwy Ste 120, Mount Prospect, IL 60056
84725xxxx8 a.j*********@e**********.com
V Wealth Advisors 6800 College Blvd # 630, Overland Park, KS 66211
91382xxxx0 aar************@v******.com 5 2 79
Manning Financial Advisors 32065 Castle Ct Ste 300, Evergreen, CO 80439 30367xxxx6
Edward Jones - Financial Advisor: Todd Abramson 39w250 Herrington Blvd Ste E-1, Geneva, IL 60134 63023xxxx5
Optimum Growth Advisors 505 Park Ave Fl 21, New York, NY 10022 21231xxxx5
Wells Fargo Advisors 412 Pleasant Valley Way, West Orange, NJ 07052 97356xxxx4
Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services 2777 Summer St Ste 704, Stamford, CT 06905
51651xxxx5 ath*************@a***.com 146
Wealthcare Advisors 10 N Martingale Rd, Schaumburg, IL 60173
84746xxxx2 car**********@w********************.com
Equitable Advisors 2120 Harcourt Dr, Woodridge, IL 60517
63095xxxx5 aar*********@e********.com 51741 21 52000
Hunter Financial Advisors Inc 120 White Plains Rd, Tarrytown, NY 10591
91436xxxx0 bsu******@h*******.com 5 2
Fruition Advisors 1159 Keith Ave Berkeley, CA 94708
51050xxxx0 ali***@f***************.com 5 11
Edward Jones - Financial Advisor: Tim Schirmer 2727 W Second Street, Suite 304, Hastings, NE 68901
40246xxxx5 a.j*********@e**********.com 5 3 87288 99000
Brett Weaver-Financial Advisor, Ameriprise Financial Services 9351 Grant St Ste 300, Thornton, CO 80229
30325xxxx7 ada*************@a***.com
Paul D Santucci - Private Wealth Advisor, Ameriprise Financial Services 800 Westchester Ave Ste 508, Rye Brook, NY 10573
91425xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Jason Kurtz 4141 Arapahoe Ave Ste 101, Boulder, CO 80303 30344xxxx8
Falcon Investment Advisors 450 Park Ave, New York, NY 10022
21230xxxx0 abe***@f****************.com
Joseph Schiro Jr. - Wilmington Advisors @ M&T 2220 Forest Ave, Staten Island, NY 10303
91769xxxx6 abc***@m**.com 93528 2173 95000
E*TRADE - Temp. CLOSED 532 Market St San Francisco, CA 94104
86678xxxx4 adv************@e*****.com 1.3 112 167045
Georgica Capital Advisors 50 Journal Sq, Jersey City, NJ 07306
20142xxxx8 dat*****************@i****.de
David Naber - Financial Advisor, Ameriprise Financial Services, LLC 5905 E Galbraith Rd Ste 4200, Cincinnati, OH 45236
51324xxxx1 dns*****@a***.com 5.01
Inderpal Singh Anand - Private Wealth Advisor, Ameriprise Financial Services 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
51662xxxx5 dns*****@a***.com 61 62
Professional Wealth Advisors 1400 E Touhy Ave, Des Plaines, IL 60018
84779xxxx0 pwa****@l**.com 400 415
Institutional Investment Advisors Corp. 440 Park Ave, New York, NY 10016
21286xxxx6 cli*************@c*****************.com
Herold & Lantern Investments 111 Pine St Ste 1215 San Francisco, CA 94111
41539xxxx9 ala********@h************.com
Edward Jones - Financial Advisor: Don Oblazney Jr 1116 Douglas Rd, Oswego, IL 60543 63055xxxx5
Fortis Advisors 8080 E Central Ave # 200, Wichita, KS 67206
31663xxxx2 coh**********@f********.net 5 2
Edward Jones - Financial Advisor: Brock Storfa 8500 W Bowles Ave Ste 203, Littleton, CO 80123 30393xxxx5
Charles Schwab 211 Main St, San Francisco, CA 94105
41566xxxx0 app*******************@s*****.com 2.1 146
Joseph Ossandon - TD Wealth Financial Advisor 490 Rockaway Tpke, Lawrence, NY 11559
51625xxxx5 dns*****@t*****.ca 844568 6340 849000
Edward Jones - Financial Advisor: Mike Truskowski 9137 E Mineral Cir Ste 220, Centennial, CO 80112
30397xxxx2 a.j*********@e**********.com
Donald Bertucci - Financial Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64696xxxx0 dns*****@a***.com
Postgame Advisors 1845 E Rand Rd, Arlington Heights, IL 60004
84734xxxx4
Equitable Advisors 4 Peppermill Ct, Burr Ridge, IL 60527
63095xxxx5 aar*********@e********.com 51741 21 52000
Edward Jones - Financial Advisor: Kyle H Cavanaugh 7632 W 159th St, Orland Park, IL 60462
70842xxxx2 a.j*********@e**********.com
Transworld Business Advisors 33 Wood Ave S Ste 600, Iselin, NJ 08830
73251xxxx1 aal*@t*****.com 8637 482 8900
Edward Jones - Financial Advisor: Jonathan Kang, CFP® 2929 N Central Expy Ste 330, Richardson, TX 75080 · ~33 mi
97223xxxx1 a.j*********@e**********.com
Edward Jones - Financial Advisor: Josh Langdon 2506 E Arapahoe Rd, Littleton, CO 80122
72052xxxx6 a.j*********@e**********.com
Quadrant Capital Advisors Inc 499 Park Ave, New York, NY 10022
64628xxxx0
Sharon Kaplove - Financial Advisor, Ameriprise Financial Services 2777 Summer St Ste 704, Stamford, CT 06905
20396xxxx1 dns*****@a***.com 6
Advisor Edge Financial Group 27575 Ferry Rd Ste 100, Warrenville, IL 60555
63039xxxx4 aka*******@s***********.com
ClearPath Capital Partners 222 Front St San Francisco, CA 94111
41568xxxx0 dav**@c***************.com
Mercer Advisors 475 N Martingale Rd Ste 300, Schaumburg, IL 60173
88864xxxx0 aar********@m*************.com 2825 28 2900
MVP Capital 255 California St Ste 850 San Francisco, CA 94111
41539xxxx7 cma******@m*********.com 1 1
Tony C Yang - Private Wealth Advisor, Ameriprise Financial Services 1185 Avenue Of The Americas Fl 3, New York, NY 10036
21252xxxx7 dns*****@a***.com
Edward Jones - Financial Advisor: Joshua M Young 333 S Allison Pkwy, Lakewood, CO 80226
30371xxxx5 a.j*********@e**********.com
Knickerbocker Advisors Inc 64 E 86th St, New York, NY 10028
21271xxxx0 ale***************@k****.com
Edward Jones - Financial Advisor: Douglas Brennan 1360 W Campbell Rd Ste 110, Richardson, TX 75080 · ~35.2 mi
46939xxxx9
Edward Jones - Financial Advisor: Mike Pine 13550 S Route 30 Ste 106, Plainfield, IL 60544 81525xxxx8 a.j*********@e**********.com
Bayer Donald CFP San Francisco, CA 94133
JL Accounting Inc 2525 Harding Ln, Woodstock, IL 60098
81533xxxx0 aar**@j***********.com 3.9 15 45 2 47
Wells Fargo Advisors 288 Main St, Huntington, NY 11743 63142xxxx4
Paul N Donas - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx5 dns*****@a***.com 413 2
Sutro Advisors San Francisco, CA 94123
41561xxxx6 mxx********@s************.com 5 1
Edward Jones - Financial Advisor: Will Brown 999 E Touhy Ave Ste 125, Des Plaines, IL 60018
84739xxxx5 a.j*********@e**********.com
Wna Wealth Advisors Inc. 120 E Ogden Ave Ste 130, Hinsdale, IL 60521
63045xxxx0
Edward Jones - Financial Advisor: Dimitra Spandonidis 13500 Circle Dr Ste 103, Orland Park, IL 60462
70892xxxx8 acc**********@e**********.com 148 152
Philip Mattera - Financial Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64637xxxx8 dns*****@a***.com
U.S. Bank – Wealth Management Banker: Elza Mlivic 10100 W 119th St, Overland Park, KS 66213
91332xxxx1 aar************@u*****.com
Western Peaks Financial Corporation 550 Montgomery St Ste 488 San Francisco, CA 94111
41544xxxx1
Edward Jones - Financial Advisor: Kai J Muller 127 West 8th Street, Russell, KS 67665
78548xxxx4 a.j*********@e**********.com 82922 92042
JMP Securities 600 Montgomery St Ste 1100 San Francisco, CA 94111 41526xxxx3
RBC Wealth Management 6101 S Broadway Ave #400, Tyler, TX 75703
90353xxxx0
Equitable Advisors 100 N Village Ave, Rockville Centre, NY 11570
51641xxxx4 aar*********@e********.com 51741 21 52000
Sandspoint Capital Advisors 200 Middle Neck Rd, Port Washington, NY 11050
51676xxxx1 ali***@s****************.com 4
Andre Zaal Financial Advisor Group LLC 1400 Preston Rd, Plano, TX 75093 · ~38 mi
21479xxxx2 aza**@a*************.com
5 115
Bank of America Private Client Advisor John Murfee 222 2nd Ave S, Nashville, TN 37201
61574xxxx4 ban**********@e****.bankofamerica
Wells Fargo Advisors 216 Ridgedale Ave, Florham Park, NJ 07932 97337xxxx4
Edward Jones - Financial Advisor: Chris Petrungaro 465 S Spring Rd Ste B, Elmhurst, IL 60126
63056xxxx1 a.j*********@e**********.com 86197 96000
SF Fire Credit Union 3908 24th St San Francisco, CA 94114
41567xxxx0 aay***@s*******.org 5 2 5 1 1506 526 1500
Christopher D Gallaugher - Financial Advisor, Ameriprise Financial Services, LLC 400 W Wilson Bridge Rd Ste 280, Worthington, OH 43085
61484xxxx7 dns*****@a***.com 5.01
Shamir Hirsch - Financial Advisor, Ameriprise Financial Services 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
51662xxxx3 dns*****@a***.com
Michael Handzo - Financial Advisor, Ameriprise Financial Services 999 Riverview Dr Ste 201, Totowa, NJ 07512
97383xxxx7 dns*****@a***.com
Edward Jones - Financial Advisor: Mike Bryan 12100 E Iliff Ave Ste A-101, Aurora, CO 80014
30369xxxx2 a.j*********@e**********.com 85273
Advisors 3040 Avenue U, Brooklyn, NY 11229
71867xxxx3 aag*****@r****.com 4.3 4237 340149 441000
Golden Trail Advisors 11S250 S Jackson St, Burr Ridge, IL 60527
63032xxxx1 inf*@g***********.com
Bradley & Company One Market Plz Ste 3600 San Francisco, CA 94105
41565xxxx0 abo**@b********.com 5 1
aboutLife 450 Townsend St San Francisco, CA 94107
91760xxxx5 inf*@s**********.com 4.9 19
Edward Jones - Financial Advisor: Joan Van Allen 17 Jandus Rd, Cary, IL 60013 84751xxxx3
Greener Equity, Inc. - San Francisco 548 Market St Ste 48643 San Francisco, CA 94104
80023xxxx8 inf*@e***********.com
Edward Jones Financial Advisor: Roland K Keller 2132 Deep Water Ln Ste 228, Naperville, IL 60564
81523xxxx2 a.j*********@e**********.com 87261 99000
Daniel Platt - Ameriprise Financial Services, Inc 44 Montgomery St Ste 4210 San Francisco, CA 94104
41562xxxx0 dns*****@a***.com 5 1
Tanvir Khan SEO 207 Spear St San Francisco, CA 94105
Vruti Patel - TD Wealth Financial Advisor 33 S Kinderkamack Rd, Montvale, NJ 07645
20150xxxx2 abc*******@t*.com
Nick Krenz-Financial Advisor, Ameriprise Financial Services 1881 9th St, Boulder, CO 80302
72040xxxx1 dan*******@a***.com
Wells Fargo Advisors 555 Ocean Blvd, Long Branch, NJ 07740 73257xxxx0
Advisors Financial 4848 Loop Central Dr #1005, Houston, TX 77081
71365xxxx2 bbe******@c*********************.com
John P Rowan - Financial Advisor, Ameriprise Financial Services, LLC 26200 Town Center Dr Ste 250, Novi, MI 48375
24834xxxx0 dns*****@a***.com 5.02
Edward Jones - Financial Advisor: R Carson 1652 E 53rd St, Chicago, IL 60615
77394xxxx7 a.j*********@e**********.com 87286 99000
Wells Fargo Advisors 15 W Palisade Ave, Englewood, NJ 07631 20140xxxx4
Edward Jones Financial Advisor: Kencie I Zmich, AAMS®|CRPS® 303 E Army Trail Rd Ste 209, Bloomingdale, IL 60108
63089xxxx4 a.j*********@e**********.com 182
Premium Advisors 5750 Old Orchard Rd Ste 420, Skokie, IL 60077 84798xxxx4
First Command Financial Advisor - Mike Hamer 317 N Holden St, Warrensburg, MO 64093
66026xxxx1 ban*****@f***********.com 23
Anthony Clarizio - Associate Financial Advisor, Ameriprise Financial Services 25A Hanover Rd Ste 103, Florham Park, NJ 07932
97363xxxx7 ant*************@a***.com
Axa Advisors 88 Kearny St San Francisco, CA 94108 41527xxxx0 1.8 5
Buck Financial Advisors 5941 S Dayton Ct, Englewood, CO 80111
30377xxxx8 joh*@b************.net
Springbrook Wealth Advisors - Ameriprise Financial Services 25A Hanover Rd Ste 103, Florham Park, NJ 07932
97363xxxx7 ben****************@a***.com
Edward Jones - Financial Advisor: Sean Von Manowski 800 Englewood Pkwy, Englewood, CO 80110
30378xxxx8 a.j*********@e**********.com 5 1
Union Financial Partners 2001 Union St Ste 540 San Francisco, CA 94123
41556xxxx0 a.t********@u*********.com 3.1 8
Edward Jones - Financial Advisor: Chris Bowland 7901 Southpark Plz Ste 200, Littleton, CO 80120
30379xxxx5 a.j*********@e**********.com 85277
Philip Von Arx - Financial Advisor, Ameriprise Financial Services 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
51662xxxx8 dns*****@a***.com 5 65 67
Tax Magic CPA - Temp. CLOSED San Francisco, CA 94116 41560xxxx9 4.7 40
Burgess Financial Planning 177 Post St Ste 600 San Francisco, CA 94108
41552xxxx1 c18*****************************@s*****.wixpress 4.9 36
Applied Advisor 3150 18th St Ste 245 San Francisco, CA 94110
41532xxxx2 kat**@a*************.com 4.3 14
Wealth USA, LLC 1221 Brickell Ave Suite 900, Miami, FL 33131
30539xxxx4 ada*@w********.com 5 7
Edward Jones - Financial Advisor: Danielle T Patnode 149 S Briggs St, Erie, CO 80516
30382xxxx0 a.j*********@e**********.com
Ocean Tomo 101 Montgomery St Ste 2100 San Francisco, CA 94104
41594xxxx0 aca****@o********.com 5 1 24 10 30
Financial Planning Advisors 354 Main St, Chatham, NJ 07928 97370xxxx1
Edward Jones - Financial Advisor: Katie Cimonetti 8146 W 111th St, Palos Hills, IL 60465
70897xxxx5 a.j*********@e**********.com
Penny 600 California St San Francisco, CA 94108
84447xxxx0 hel**@t**********.com 337 4 370
West Chester Financial Advisor 220 White Plains Rd, Tarrytown, NY 10591
91463xxxx9 bar**@w************.com
Four Quadrants Advisory 11939 N Meridian St #225, Carmel, IN 46032
87772xxxx3 a.n@f********************.com 4.4 20 5 19 481 541
Bank of the West 301 Mission St San Francisco, CA 94105
41540xxxx4 aab****@b************.com 2.6 5
Apostolic Financial Advisors, LLC PO Box 300, Saddle River, NJ 07458
20123xxxx0 bri**@a**********.com
Raymond James Financial Services 3010 E Battlefield Rd A, Springfield, MO 65804 41788xxxx9 3 1
Whittier Trust Company 505 Montgomery St Ste 620 San Francisco, CA 94111
41528xxxx0 aau**@w************.com 164 13 195
Wells Fargo Advisors 1080 Broad St, Bloomfield, NJ 07003 97389xxxx0
InVision Capital Advisor 18 Bartol St Ste 1233 San Francisco, CA 94133
65091xxxx8 5 2
Colorado Financial advisors- Ohio National 5105 Dtc Pkwy, Suite 310, Greenwood Village, CO 80111
30327xxxx5
Edward Jones - Financial Advisor: Jessica Mendlik 2295 Valley Creek Dr Ste C, Elgin, IL 60123 84762xxxx5
Stafford Wells Advisors 2001 Spring Rd Ste 450, Oak Brook, IL 60523
63036xxxx8
Silicon Private Wealth 500 Washington St Ste 325 San Francisco, CA 94111
40864xxxx0 ccu********@s*******************.com
Eric Ashburn - Financial Advisor, Ameriprise Financial Services, LLC 22 Rahling Cir, Little Rock, AR 72223
50197xxxx9 dns*****@a***.com
American Financial Advisors 1040 3rd St, Beaver, PA 15009 72477xxxx0 5.01
Wells Fargo Advisors 425 New York Ave Ste A, Huntington, NY 11743
63142xxxx4 a-w***************@w*****************.com 189253
Grove San Francisco, CA 94107 4.9 10
Larry Sperber - RBC Wealth Management Financial Advisor - CLOSED 650 From Rd Ste 151, Paramus, NJ 07652
20163xxxx0 wms**********@r**.com 14790 16000
Robasciotti & Philipson 870 Market St Ste 1275 San Francisco, CA 94102
41598xxxx0 afs***@r**********.com 5 10 5 14 214
Michael C. Faro - Financial Advisor, Ameriprise Financial Services 590 Madison Ave Fl 21, New York, NY 10022
21222xxxx4 dns*****@a***.com
Kontagent 201 Mission St Fl 25 San Francisco, CA 94105
41576xxxx0 50f*************************************@w*****************.com 1 1
Wells Fargo Advisors 313 W Mount Pleasant Ave, Livingston, NJ 07039 97399xxxx0
Strategic Advisors Security AM 1701 E Lake Ave Ste 280, Glenview, IL 60025 84756xxxx0
Edward Jones - Financial Advisor: Phil Nelson 620 North St Joseph Ave, Suite 1, Hastings, NE 68901
40283xxxx2 a.j*********@e**********.com 5 3 87288 99000
Mariner Wealth Advisors 1 Main St Ste 202, Chatham, NJ 07928
97363xxxx4 aal*************@m********************.com
Manning Financial Advisors 29858 Park Village Dr, Evergreen, CO 80439 30367xxxx6
Asset Protection 387 Park Ave S, New York, NY 10016 91721xxxx3 5 13
Marlon Bustos-Morgan Stanley Private Wealth Advisor Park Ave Plaza/55 E 52nd St 28, New York, NY 10055
21288xxxx6 acm***********@m************.com
Wells Fargo Advisors 100 Park Ave, Park Ridge, NJ 07656
20171xxxx0 a-w***************@w*****************.com 189245
TAN Wealth Management San Francisco, CA 94112
41577xxxx8 tan@t******.com 5 2
Edward Jones - Financial Advisor: Aaron Kramer 1116 Douglas Rd, Oswego, IL 60543
63055xxxx5 a.j*********@e**********.com
Rob Rosato - TD Wealth Financial Advisor 885 Avenue Of The Americas, New York, NY 10001
20124xxxx1 abc***@t*.com
Edward Jones - Financial Advisor: Scott W Skinner 900 Castleton Rd Ste 122, Castle Rock, CO 80109
30366xxxx7 a.j*********@e**********.com
Joseph Liana - Private Wealth Advisor, Ameriprise Financial Services 1600 Stewart Ave Ste 303, Westbury, NY 11590
51668xxxx1 dns*****@a***.com
Richard Schnier - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx0 ric************@r**.com
James Tipper Sears - Financial Advisor, Ameriprise Financial Services 90 N Broadway Ste 104, Irvington, NY 10533
91459xxxx0 dns*****@a***.com
WP Advisors 353 Sacramento St Fl 18 San Francisco, CA 94111
41577xxxx0 inf*@w************.com
Edward Jones - Financial Advisor: Patrick T Dyer 1019 W 2nd Street Clock Tower Plz, Hastings, NE 68901
40246xxxx9 a.j*********@e**********.com 4 2 184 2 185
Edward Jones - Financial Advisor: Pat Cox 1732 W Algonquin Rd, Hoffman Estates, IL 60192
84796xxxx2 a.j*********@e**********.com
Pegasus Capital Advisor 850 3rd Ave, New York, NY 10022
21271xxxx0 acc************@p****.com
Walter Reinsdorf - Ameriprise Financial Services 311 California St Ste 400 San Francisco, CA 94104
41577xxxx6 dns*****@a***.com 5 1
Wells Fargo Advisors 273 Crooks Ave, Paterson, NJ 07503 97379xxxx3
Wells Fargo Advisors 1102 Clinton Ave, Irvington, NJ 07111 97335xxxx6
The Advisory Group of San Francisco 44 Montgomery St Ste 2410 San Francisco, CA 94104
41597xxxx0 ati***@a**************.com
Sarah Walsh - Financial Advisor, Ameriprise Financial Services, LLC 3610 Shire Blvd, Ste 212, Richardson, TX 75082 · ~32 mi
97263xxxx2 amy******@a***.com 180 186
Steven Dahlquist - Financial Advisor, Ameriprise Financial Services, LLC 1819 Main St Ste 1002, Sarasota, FL 34236
94136xxxx5 dns*****@a***.com
Michael Paulmeno - Financial Advisor, Ameriprise Financial Services 800 Westchester Ave Ste 508, Rye Brook, NY 10573
91425xxxx0 dns*****@a***.com
Paul R Trause - Financial Advisor, Ameriprise Financial Services 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
51672xxxx1 ant*************@a***.com 114 2 115
Reconnaissance Advisors 126 E 56th St, New York, NY 10022
21254xxxx7 gol*****@r*******.com
Roger A Folkema - Financial Advisor, Ameriprise Financial Services, LLC 900 Wilshire Dr Ste 106, Troy, MI 48084
24850xxxx7 dns*****@a***.com 5 1
Bay Street Advisors 370 Lexington Ave Rm 605, New York, NY 10017 64627xxxx1 ank**@b*******************.com
Edward Jones - Financial Advisor: Larry De Cicco 32156 Castle Ct Ste 209, Evergreen, CO 80439
30367xxxx2 a.j*********@e**********.com
Kevin Darrow - Financial Advisor, Ameriprise Financial Services, LLC 1310 S Main St #14, Ann Arbor, MI 48104
73499xxxx6 dns*****@a***.com 5.01
Devindra Narine - TD Wealth Financial Advisor - CLOSED 2 Great Neck Rd, Great Neck, NY 11021
51625xxxx2 abc*******@t*.com 843088 7229 848000
Edward Jones - Financial Advisor: Matthew J Daly, CEPA® 251 North Ave W Ste 301, Westfield, NJ 07090
90892xxxx7 a.j*********@e**********.com 87261 99000
Edward Jones - Financial Advisor: Rich Tierney, CFP® 201 Columbia Tpke Ste A, Florham Park, NJ 07932
97382xxxx1 a.j*********@e**********.com
Edward Jones - Financial Advisor: Matthew Fliss, CFP® 91 Hancock Rd Suite 2, Peterborough, NH 03458
60378xxxx3 a.j*********@e**********.com 5 1
ONE Advisory Partners 5440 W 110th St Suite 300, Overland Park, KS 66211
91366xxxx6 ala************@o******************.com 3 2
Cornerstone Professional Advisor 80 Cuttermill Rd, Great Neck, NY 11021
51646xxxx9 ada******@c******.com
Fundamental Wealth Management - Ameriprise Financial Services, LLC 4510 Executive Dr Ste P9, San Diego, CA 92121
85876xxxx1 dns*****@a***.com
David F Light - Private Wealth Advisor, Ameriprise Financial Services 25A Hanover Rd Ste 103, Florham Park, NJ 07932
97363xxxx7 ben****************@a***.com
Fillmore Capital Partners San Francisco, CA 94111
41583xxxx7 abi****@f**********.com
Wealth Advisory Group Inc 905 S Ft Harrison Ave, Clearwater, FL 33756
72746xxxx4 bob@w*************.net 4.958 177
Kevin Grauer - Private Wealth Advisor, Ameriprise Financial Services 333 Bloomfield Ave Ste 302, Caldwell, NJ 07006
20122xxxx6 bel*************@a***.com 312 333
Tiffany Groode Oakland, CA 94612
51096xxxx6 tif****@t************.com 5 25 123
Edward Jones - Financial Advisor: Michael K. Coldwell 3106 3 Oaks Rd Ste C, Cary, IL 60013
84785xxxx8 a.j*********@e**********.com
Edward Jones - Financial Advisor: Jason T Gunther 225 E Deerpath Ste 266, Lake Forest, IL 60045
84761xxxx6 a.j*********@e**********.com 5 2
Matthew Matherly-RBC Wealth Management Financial Advisor 5251 Dtc Pkwy, Greenwood Village, CO 80111
30348xxxx2
Jeff Y Wong - Northwestern Mutual 600 Montgomery St Ste 1600 San Francisco, CA 94111
41573xxxx5 abb*****@n*****************.com 178 1038 187
UBS Financial Services Inc. Alpha+ Group One California St Fl 20 San Francisco, CA 94111
41595xxxx0
Edward Jones - Financial Advisor: W Rex Van Gorden 1650 38th St, Boulder, CO 80301
30344xxxx2 a.j*********@e**********.com
Knightsbridge Advisors 275 Madison Ave, New York, NY 10016
21237xxxx0 ast*****@k******************.com
Atlas Capital Advisors 38 Keyes Ave San Francisco, CA 94129
41535xxxx0 adi**@a******.com 3.7 3
U.S. Capital Advisors LLC 4444 Westheimer Rd, Houston, TX 77027
71336xxxx0 aca*****@u******.com 3.3 9
Voya Financial Advisors 280 Shuman Blvd Ste 100, Naperville, IL 60563 63036xxxx0
Retirement Investment Advisors, Inc. 9300 John Hickman Pkwy STE 504, Frisco, TX 75035
97237xxxx0 ale**@t****************.com 806 7 856
Edward Jones - Financial Advisor: Tony Shaw 150 W 117th St Fl 3, New York, NY 10026
21253xxxx1 a.j*********@e**********.com
Cogo Wolf Asset Management 1 Embarcadero Ctr Ste 1140 San Francisco, CA 94111
41583xxxx0
Dave Soiferman - Financial Advisor, Ameriprise Financial Services, LLC 4030 W Boy Scout Blvd Ste 300, Tampa, FL 33607
81387xxxx3
Upscale Tax Professionals 1901 Harrison St Ste 1100 Oakland, CA 94612
51077xxxx2 amb**@u**********************.com 5 5
Wells Fargo Advisors 2500 Westchester Ave Ste 203, Purchase, NY 10577
91432xxxx0 ang***************@w*****************.com 188916 190000
American Express Financial 801 E Campbell Rd, Richardson, TX 75081 · ~32.3 mi
97243xxxx1
5 1
Edward Jones - Financial Advisor: Liz Bruhn 1s660 Midwest Rd Ste 170, Oakbrook Terrace, IL 60181
63079xxxx2 a.j*********@e**********.com 3.7 3 186 3 187
Fore Advisors 280 Park Ave Rm 4300W, New York, NY 10017 21280xxxx0
Wells Fargo Advisors 6727 Bergenline Ave, Guttenberg, NJ 07093 20141xxxx0
Edward Jones - Financial Advisor: Spencer Reedy 3044 W 105th Ave, Westminster, CO 80031
30346xxxx6 a.j*********@e**********.com
Merrill Lynch Financial Advisor Steven F Greene 1921 Saint Johns Ave, Highland Park, IL 60035
84778xxxx9 bro*********@m*.com
KW Capital Advisors-Ameriprise Financial Services 1881 9th St, Boulder, CO 80302
72056xxxx0 dns*****@a***.com 46
Wells Fargo Advisors 5080 Xavier Dr, Yonkers, NY 10704 91423xxxx5
Lula Financial 66 Franklin St Fl 3 Oakland, CA 94607
41563xxxx7 ami*@l************.com 4.2 19 5 45
Erica Mosca - TD Wealth Financial Advisor 14-03 Saddle River Rd, Fair Lawn, NJ 07410
20166xxxx3 dns*****@t*****.ca
Zak Chivi - Financial Advisor, Ameriprise Financial Services 280 State Route 35 Ste 106, Red Bank, NJ 07701
73235xxxx0 dns*****@a***.com
Herrera Financial Services 1370 Valencia St Ste A San Francisco, CA 94110 41569xxxx0 5 1
Edward Jones - Financial Advisor: Vicky Washburn 7700 E Arapahoe Rd Ste 170, Centennial, CO 80112 72052xxxx6 a.j*********@e**********.com
Wells Fargo Advisors Financial Network 331 Newman Springs Rd Ste 143, Red Bank, NJ 07701 73257xxxx9
Jeffrey Hartzell-Financial Advisor, Ameriprise Financial Services 28377 Davis Pkwy, Warrenville, IL 60555
63022xxxx0 dns*****@a***.com
Golden Gate Financial Partners 580 California St Ste 1200 San Francisco, CA 94104
41539xxxx4 abi@g**********.com
Equitable Advisors 732 W Bauer Rd, Naperville, IL 60563
63075xxxx6 aar*********@e********.com
Amaral Financial Planning San Jose, CA 95123
40879xxxx9 ama*********@p*********.is 5 44
Financial Investment Advisors 40 State Route 36 Ste 3, West Long Branch, NJ 07764
73292xxxx1 aa@i**.com 3716 3800
Rosa Mazzone - RBC Wealth Management Financial Advisor 650 From Rd Ste 225, Paramus, NJ 07652
21270xxxx6 rbc*********@r**.com 12195 14000
Wells Fargo Advisors 3584 Long Beach Rd, Oceanside, NY 11572
51625xxxx6 a-w***************@w*****************.com 188916 190000
Arshad Awan - TD Wealth Financial Advisor 540 Morris Ave, Springfield, NJ 07081
20184xxxx3 abc***@t*.com 845726 6376 850000
Jonathan London - Private Wealth Advisor, Ameriprise Financial Services 90 Merrick Ave Ste 403, East Meadow, NY 11554
51686xxxx1 chi***********@a***.com
Edward Jones - Financial Advisor: John Enright 104 Chestnut St, Hinsdale, IL 60521
63088xxxx4 a.j*********@e**********.com 86197 96000
Osborne Partners Capital Management 1 Embarcadero Ctr Ste 4100 San Francisco, CA 94111
41536xxxx7 aar****@o**************.com
Palms Capital Partners 1700 Montgomery St Ste 101 San Francisco, CA 94111
41549xxxx1
Geoffrey Aunger - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx9 wms**********@r**.com 14718 16000
Edward Jones-Financial Advisor: Joe Rumbley, Cfpaamscrpccrps 224 Kirk Rd, Saint Charles, IL 60174
63023xxxx1 a.j*********@e**********.com
Edward Jones - Financial Advisor: Kevin Neaves, CFP®|CIMA®|CFA®|ABFP™|CLU®|AAMS™|ADPA™|CRPC™|CRPS™|CSRIC® 190 Christopher Columbus Dr Ste 4B, Jersey City, NJ 07302
55126xxxx7 a.j*********@e**********.com
Wells Fargo Advisors 255 38th Ave, Saint Charles, IL 60174 63076xxxx0
Edward Jones - Financial Advisor: John A Burbidge Jr 800 Roosevelt Rd Bldg E, Glen Ellyn, IL 60137 63054xxxx0
Private Ocean 140 Geary St Fl 6 San Francisco, CA 94108
41578xxxx2 ang***@p***********.com 124
Steven Kranzley - Financial Advisor, Ameriprise Financial Services, LLC 625 Barksdale Rd Ste 105, Newark, DE 19711
30236xxxx8 dns*****@a***.com 3.73
Freedom Credit Solutions San Francisco, CA 94109
85595xxxx3 1 1
Mid Market Advisors 575 Lexington Ave, New York, NY 10022
21282xxxx8 aho****@h*************.com
Edward Jones - Financial Advisor: Nubia V Madrid 13801 E Yale Ave Unit 117, Aurora, CO 80014
30375xxxx1 a.j*********@e**********.com 119
Press Refresh LLC San Francisco, CA 94103
31092xxxx2
Daniel J Kiefer - TD Wealth Financial Advisor 245 Park Ave, Scotch Plains, NJ 07076
73271xxxx4 abc*******@t*.com 842873 7229 848000
Davis Capital Advisors 475 Park Ave S, New York, NY 10016
21278xxxx0 eda***@d*******************.com
Wells Fargo Advisors 485 Chestnut Ridge Rd, Woodcliff Lake, NJ 07677 20171xxxx2
Jak Cukaj - Private Wealth Advisor, Ameriprise Financial Services 200 Summit Lake Dr Ste 360, Valhalla, NY 10595
91423xxxx0 ada********@a***.com 12 127
Tulsa Wealth Advisors - Raymond James 1375 E 71st St, Tulsa, OK 74136
91849xxxx0 af@t******************.com
Robert F De Stefano - Private Wealth Advisor, Ameriprise Financial Services 1600 Stewart Ave Ste 303, Westbury, NY 11590
51664xxxx3 dns*****@a***.com 93
Chris Churchill 101 Montgomery St Ste 600 San Francisco, CA 94104
41587xxxx2 aah*****@m*********.com 5 5
Blue Coast Savings Consultants
87782xxxx8 fel*************@b***************.com 5 1
Employer Tax Advisors 466 Central Ave, Cedarhurst, NY 11516 51629xxxx9
Scott Rose - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx3
Alfredo D Ercilla - TD Wealth Financial Advisor 126 Page Ave, Staten Island, NY 10309
34794xxxx3 ale***@t*.com
Edward Jones - Financial Advisor: Tom Heinbockel, CFP®|CEPA®|AAMS™|CRPS™ 220 Main St, Nyack, NY 10960
84534xxxx6 a.j*********@e**********.com
Polaris Wealth Advisers, LLC 601 Montgomery St Ste 700 San Francisco, CA 94111
41526xxxx0
Capitol Markets Advisors 11 Grace Ave, Great Neck, NY 11021
51647xxxx9 ake**@c******.org
Equitable Advisors 222 Monitor St, Brooklyn, NY 11222
21240xxxx0 aar*********@e********.com
Seven Bridges Wealth Advisors - Ameriprise Financial Services 50 Main St Ste 1560, White Plains, NY 10606
91474xxxx0 ada*********@a***.com 228 13 252
Church Tavern Advisors 500 Mamaroneck Ave Ste 508, Harrison, NY 10528 91438xxxx0
Advisors Chodan 655 Barrymore Ln, Mamaroneck, NY 10543
91438xxxx9 dat*****************@i****.de
Investment Advisors and Consultants 411 Hackensack Ave, Hackensack, NJ 07601 20151xxxx0
Wells Fargo Advisors 1250 W Broadway, Hewlett, NY 11557 91428xxxx5
Stacy Hering Astor & Associates 414 Jackson St Ste 200 San Francisco, CA 94111
41554xxxx9 all*@h**********.com 5 8 115
Axiom Advisory One Sansome St Ste 3500 San Francisco, CA 94104
41548xxxx1 hel**@a************.com
NF Wealth Management - Ameriprise Financial Services, LLC 225 W Santa Clara St UNIT 1600, San Jose, CA 95113
40896xxxx0 dns*****@a***.com
Oak Wealth Advisors 836 Skokie Blvd, Northbrook, IL 60062
84794xxxx8 ban******@o********.com
Edward Jones - Financial Advisor: Aaron Buehler 409 E Euclid Ave, Mount Prospect, IL 60056
84779xxxx5 a.j*********@e**********.com
Edward Jones - Financial Advisor: Amber Luczak 1011 Il Route 22, Fox River Grove, IL 60021
84746xxxx6 a.j*********@e**********.com
Jason Kleis - RBC Wealth Management Branch Director 200 Gold Cir Suite 100, Dakota Dunes, SD 57049
71227xxxx6 jas********@r**.com 3 2 15 17
Jessie Perez Stockton, CA 95207 41533xxxx6 5 1
Edward Jones - Financial Advisor: Jon Moss II 6909 S Holly Cir Ste 130, Centennial, CO 80112
72048xxxx2 a.j*********@e**********.com
Oum & Co 601 California St Fl 18 San Francisco, CA 94108
41543xxxx4 a@o*****.com 5 3 5 2
Skylark Wealth 2443 Fillmore 380-1492 San Francisco, CA 94115
41588xxxx9 jan*@s************.com 5 1
Edward Jones Financial Advisor: Dave Dykstra, AAMS® 10750 W 143rd St Ste 54, Orland Park, IL 60462 70846xxxx6
Edward Jones - Financial Advisor: Ryan M Walker 11990 Grant St, Northglenn, CO 80233
30345xxxx8 a.j*********@e**********.com
Harness Wealth 32 6th Ave Floor 13, New York, NY 10013
64658xxxx7 adv*****@h************.com 5 6
First Republic Bank 1699 Van Ness Ave, San Francisco, CA 94109
41544xxxx8 aa@f************.com 3.8 11 4.6 31 89732 259
Douglas Messina-Financial Advisor, Ameriprise Financial Services 800 Westchester Ave, Rye Brook, NY 10573
84524xxxx0 ann**********@a***.com 344 364
Edward Jones - Financial Advisor: Judi R McAnaw 200 Business Park Dr Ste 107, Armonk, NY 10504
91466xxxx9 a.j*********@e**********.com 45
Wells Fargo Advisors 401 N Central Ave, Hartsdale, NY 10530 91494xxxx0
Edward Jones - Financial Advisor: Jeff Seibel 2700 Sternberg Dr, Hays, KS 67601
78562xxxx4 a.j*********@e**********.com 87288 99000
Edward Jones - Financial Advisor: Ed Hellums 31207 Keats Way Ste 204, Evergreen, CO 80439 72037xxxx7
Adam Klaus - Financial Advisor, Ameriprise Financial Services, LLC 1105 E 30th St Ste A, Hays, KS 67601
78562xxxx2 ada*******@a***.com
Steven Buczek - TD Wealth Financial Advisor 1625 Summer St, Stamford, CT 06905
20394xxxx4 ale***@t*.com
Steward Advisors 872 Glen Crest Dr, Glen Ellyn, IL 60137
63053xxxx1 car****@s**************.com 5 8 132 127
Nicholas Alsteen - Financial Advisor, Ameriprise Financial Services, LLC 1110 Fourier Dr Ste 100, Madison, WI 53717
60882xxxx1 5 7
Michael Mazzilli - Private Wealth Advisor, Ameriprise Financial Services 399 Knollwood Rd Ste G10, White Plains, NY 10603
91434xxxx2 dns*****@a***.com 191 196
Kevin Carson, CFP- Wells Fargo Advisors 331 Newman Springs Rd, Red Bank, NJ 07701
73245xxxx9 a-w***************@w*****************.com
Edward Jones - Financial Advisor: Dan Fiarito 175 E Hawthorn Pkwy Ste 402, Vernon Hills, IL 60061
84791xxxx5 a.j*********@e**********.com 86197 96000
Edward Jones - Financial Advisor: Serban C Maracine 4800 Baseline Rd, Boulder, CO 80303
30349xxxx0 a.j*********@e**********.com
Chris Geiling - Financial Advisor, Ameriprise Financial Services 141 W Front St Ste 140, Red Bank, NJ 07701
73238xxxx9 car**********@a***.com
M & A Advisor 6753 Woodhaven Blvd, Rego Park, NY 11374
71899xxxx0 ata******@m********.com 4.8 20 550 567
Axa Advisors 1111 Marcus Ave Ste 100, New Hyde Park, NY 11042 51635xxxx7
Wells Fargo Advisors 2145 State Route 35, Holmdel, NJ 07733 73273xxxx0
Wells Fargo Advisors 165 Passaic Ave Ste 306, Fairfield, NJ 07004
97327xxxx2 a-w***************@w*****************.com
FSC Wealth Advisors, LLC 1 Summit Ct Suite 100, Fishkill, NY 12524
84529xxxx0 edw***@f****************.com 5 2
Embark Financial Advisors - Ameriprise Financial Services, LLC 2221 Lakeside Blvd Ste 1250, Richardson, TX 75082 · ~32.4 mi
21444xxxx8 dns*****@a***.com
Wells Fargo Advisors 1057 Stuyvestant Ave, Union, NJ 07083 90870xxxx0
Wells Fargo Advisors 202 Mamaroneck Ave, White Plains, NY 10601 91468xxxx6
Wells Fargo Advisors 214 Smith St, Perth Amboy, NJ 08861 73232xxxx0
Edward Jones - Financial Advisor: Lindsey M Hutton 9191 Sheridan Blvd Ste 105, Westminster, CO 80031
72053xxxx5 a.j*********@e**********.com
Edward Jones - Financial Advisor: Julie Scheffer 5760 W 120th Ave Ste 200, Broomfield, CO 80020 72038xxxx6 a.j*********@e**********.com
William Shulack - Financial Advisor, Ameriprise Financial Services, LLC 8008 N High St, Columbus, OH 43235
61431xxxx1 5.01
Nick Dematteis - Private Wealth Advisor, Ameriprise Financial Services 590 Madison Ave Fl 21, New York, NY 10022
21222xxxx1 dns*****@a***.com
Hanover Partners 425 California St San Francisco, CA 94104
41578xxxx2 aar**@h**************.com
Edward Jones - Financial Advisor: Michael Staehely 24012 W Main St Ste 100, Plainfield, IL 60544
81543xxxx6 a.j*********@e**********.com
Michael Stallone - Financial Advisor, Ameriprise Financial Services 1600 Stewart Ave Ste 303, Westbury, NY 11590
51651xxxx0 dns*****@a***.com
Joseph Silva - Financial Advisor, Ameriprise Financial Services 200 Summit Lake Dr Ste 210, Valhalla, NY 10595
91459xxxx3 dns*****@a***.com 57
Jarrett Jacobsen - Financial Advisor, Ameriprise Financial Services 2900 Westchester Ave Ste 300, Purchase, NY 10577
91437xxxx0 dns*****@a***.com
William Thesing - Financial Advisor, Ameriprise Financial Services, LLC 701A NJ-73 #405, Marlton, NJ 08053
85679xxxx0 dns*****@a***.com 5.02
Marin Wealth Advisors 50 California St Ste 1500 San Francisco, CA 94111
41547xxxx5 inf*@m******************.com 5 13 131
Edward Jones - Financial Advisor: Parker T Austin 1628 California St Ste A San Francisco, CA 94109
41540xxxx5 a.j*********@e**********.com 5 1 85273
The Financial Advisors, LLC 26 Essex St, Andover, MA 01810
97847xxxx2 bmi****@t*********************.com 4 4
Wells Fargo Advisors 75 W Main St, Bogota, NJ 07603 20158xxxx1
Index Gurus 5350 Paso Del Rio Way, Concord, CA 94521
92535xxxx0 far**@i*********.com 5 47
Betsy Udal - Financial Advisor, Ameriprise Financial Services, LLC 1 Old Mountain Rd, Farmington, CT 06032
86047xxxx5 dns*****@a***.com 4.85
The Advisors Digest 220 White Plains Rd, Tarrytown, NY 10591
91433xxxx2 chr********@f**************.com
Karissa Wong - Ameriprise Financial Advisor 44 Montgomery St Ste 4210 San Francisco, CA 94104 41578xxxx0
Elite Financial Group San Francisco Bay Area, CA 94102
41577xxxx2 dhu***@e*******.com 4.8 5
John L Sandberg - Financial Advisor, Ameriprise Financial Services, LLC 5616 FM 1960 #276, Humble, TX 77346
28144xxxx0 dns*****@a***.com 5 1
Baker Ave Asset Management 601 California St San Francisco, CA 94108 41598xxxx0 1 2
Edward Jones - Financial Advisor: Aaron H Lathrop 2745 Maple Ave, Lisle, IL 60532
63042xxxx0 a.j*********@e**********.com
Wells Fargo Advisors 777 Avenue Of The Americas, New York, NY 10001 64621xxxx0
Upstart Wealth Management 582 Market St Ste 808 San Francisco, CA 94104
41554xxxx6 inf*@u************.com
Steve Zahorik, Financial Advisor 5613 Dtc Pkwy Ste 1000, Greenwood Village, CO 80111
30320xxxx8 ste**********@w*****************.com
Prosperion Financial Advisors 8400 E Prentice Ave Ste 1125, Greenwood Village, CO 80111
30379xxxx2 a.d****@p*********.us
Plan For It Financial LLC
Abraham Martinez - Brio Financial Group 333 Bush St Ste 1400 San Francisco, CA 94104
83362xxxx0 abr****@b*****.com 5 1
Donna Aldrich - LeaderOne Financial 981 Mission St San Francisco, CA 94103 41534xxxx0 5 1
Silicon Valley Capital Management 807 Montgomery St San Francisco, CA 94113
41586xxxx0 cga***@s***.com
U.S. Bancorp Investments - Financial Advisors: Saint Joseph 415 Francis St, St Joseph, MO 64501
81636xxxx4 aar************@u*****.com
Daniel J Kiefer - TD Wealth Financial Advisor 465 South Ave E, Cranford, NJ 07016
73271xxxx4 abc***@t*.com 845726 6376 850000
Stewardship Financial Services - Ameriprise Financial Services, LLC 617A Station Ave, Haddon Heights, NJ 08035
85661xxxx4 dns*****@a***.com 5.014
Todd Baker - Thrivent 500 Lana Dr, Cameron, MO 64429
81664xxxx8 adm**@d***********.com
Edward Jones - Financial Advisor: Jeffrey T Larsen 131 N Northwest Hwy, Park Ridge, IL 60068
63089xxxx2 a.j*********@e**********.com
Edward Jones - Financial Advisor: Julie A Martinez 77 Erie Village Sq Unit 230, Erie, CO 80516
30366xxxx0 a.j*********@e**********.com
Mariner Wealth Advisors 5 Becker Farm Rd Ste 460, Roseland, NJ 07068
97353xxxx7 aal*************@m********************.com
Edward Jones - Financial Advisor: Brian Xue 1s660 Midwest Rd Ste 170, Oakbrook Terrace, IL 60181 63079xxxx2
Thomas Braly - Financial Advisor, Ameriprise Financial Services, LLC 1100 Poydras St # 1000, New Orleans, LA 70163
50467xxxx5
GuidingPoint Financial Group - Ameriprise Financial Services, LLC 3401 Mallory Ln Ste 216, Franklin, TN 37067
61565xxxx5 dns*****@a***.com 5.01
Derek Good - COUNTRY Financial Representative 2230 Towne Lake Pkwy Bldg 900 Ste 230, Woodstock, GA 30189
67849xxxx1 abc*******@c***************.com 5 78 170792 163000
Fitch Financial Advisors 2627 Chestnut St San Francisco, CA 94123
41592xxxx9 cla****@f************.com 3.7 3
Benchmark Capital Advisors 2160 N Central Rd, Fort Lee, NJ 07024
20136xxxx0 ako*****@n****.com
Berit Suba, MBA,CFP 555 California Ste 2300 San Francisco, CA 94104 41539xxxx2 5 1
Edward Jones - Financial Advisor: Vicky Meo, CFP®|ChFC®|AAMS™ 7 N Broad St Ste 202, Ridgewood, NJ 07450
20144xxxx0 a.j*********@e**********.com 88 95
Edward Jones-Financial Advisor: Tom Olszta, Cfpaams 1501 Ogden Ave, Downers Grove, IL 60515
70830xxxx4 a.j*********@e**********.com 87261 99000
Anthony Soeira - Wilmington Advisors @ M&T 680 Anderson Ave # 684, Cliffside Park, NJ 07010
90895xxxx4 adv****@w*****************.com 93642 2397 95000
Oliver Choy - Ameriprise Financial Services 353 Sacramento St Ste 2300 San Francisco, CA 94111
41540xxxx2 dns*****@a***.com
Joe P Costello - Financial Advisor, Ameriprise Financial Services 300 Executive Dr Ste 350, West Orange, NJ 07052
97350xxxx2 dns*****@a***.com
G & C Financial Advisors 1 Maynard Dr, Park Ridge, NJ 07656 20159xxxx9
Diversified Credit Investments 201 Spear St San Francisco, CA 94105 41576xxxx4
USA Mutuals Advisors, Inc. 700 N Pearl St, Dallas, TX 75201
86626xxxx3 ela****@u*********.com
Brown & Brown Benefit Advisors 56 Livingston Ave, Roseland, NJ 07068
97399xxxx3 ade****@a*********.com
Daniel J Kiefer - TD Wealth Financial Advisor 570 Chestnut St, Union, NJ 07083
73271xxxx4 ale***@t*.com 845726 6376 850000
Legacy Retirement Advisor 2125 Center Ave, Fort Lee, NJ 07024
20194xxxx5 ala******@l************.com
K Twin Advisors 1803 Avenue I, Brooklyn, NY 11230
34730xxxx0 inf*@k***************.com
Edward Jones - Financial Advisor: Chris Robertshaw 10 N Union Ave, Cranford, NJ 07016
90827xxxx7 a.j*********@e**********.com 86197 96000
Advisors Asset Management Inc 750 Warrenville Rd Ste 102, Lisle, IL 60532 63029xxxx3
David Newman - Private Wealth Advisor, Ameriprise Financial Services, LLC 6900 Jericho Turnpike Ste 201, Syosset, NY 11791
51673xxxx0 dns*****@a***.com 1.917
Edward Jones - Financial Advisor: R Scott Kreischer 522 N Sugar Grove Pkwy Ste D, Sugar Grove, IL 60554
63046xxxx7 a.j*********@e**********.com
Edward Jones - Financial Advisor: Michelle McTamney 1429 Irving St, Rahway, NJ 07065
73238xxxx9 a.j*********@e**********.com 17 20
RSD Advisors 25 Plaza St W, Brooklyn, NY 11217
34768xxxx7 inf*@r**********.net 5 2 584697 46
AdvisoryHQ 1267 Willis St, Redding, CA 96001
adi*@a*********.com
Persistent Edge 580 California St Ste 2040 San Francisco, CA 94104 41598xxxx0
Wells Fargo Advisors 461 From Rd Ste 101, Paramus, NJ 07652
20159xxxx0 ala*********@w*****************.com 5 4 188916 190000
Wealthline Financial Advisors 8134 New La Grange Rd Suite 202, Louisville, KY 40222
50271xxxx0 deb************@l**.com 235 18 239
Asti Financial Management 1101 Marina Village Pkwy Sre 201 Office #275 Alameda, CA 94501
51052xxxx7 eil***@a************.com 4.7 3 4.5 17
Wells Fargo Advisors 303 Broad St, Red Bank, NJ 07701 73221xxxx4
Integrative Financial Management - Ameriprise Financial Services, LLC 4695 MacArthur Ct #1100, Newport Beach, CA 92660
94979xxxx2 4.73
Andrews Financial Planning 228 Windsor River Rd Ste 112 Windsor, CA 95492
70732xxxx3 ka@a***********************.com 5 2
William Sheehan-Financial Advisor, Ameriprise Financial Services 2001 Butterfield Rd, Downers Grove, IL 60515
63074xxxx0 dns*****@a***.com
Financial Advisors U.S. Bancorp Investments 14111 E Alameda Ave, Aurora, CO 80012
30336xxxx1 aar************@u*****.com 344755 4383
Edward Jones - Financial Advisor: Cory Ringler 2580 Us Highway 30 Ste A2, Oswego, IL 60543 63026xxxx5
Edward Jones - Financial Advisor: Ron Sherrill 514 Wilcox St, Castle Rock, CO 80104
30368xxxx0 a.j*********@e**********.com
Paul Veteri - Financial Advisor, Ameriprise Financial Services 2 Westchester Park Dr Ste 103, White Plains, NY 10604
91754xxxx6 dns*****@a***.com 105
Wells Fargo Advisors 460 Broadway, New York, NY 10013 64643xxxx5
Wells Fargo Advisors 68 Broad St, Elizabeth, NJ 07201 90855xxxx0
Rockford Financial Planning 1521 Concord Pike Suite 100, Wilmington, DE 19803
28b*************************************@w*****************.com 5.015
Edward Jones - Financial Advisor: Chris Deacy 15333 E 127th St, Lemont, IL 60439
63031xxxx6 acc**********@e**********.com 107 9 118
Advisor Products Inc 1025 Old Country Rd, Westbury, NY 11590
51633xxxx6
Edward Jones - Financial Advisor: Ross Krause 1131 Emerson St, Evanston, IL 60201
84732xxxx3 a.j*********@e**********.com 16 86197 96000
Robert Mennona - Financial Advisor, Ameriprise Financial Services 399 Knollwood Rd Ste 212, White Plains, NY 10603
91423xxxx0 dns*****@a***.com 277 7 278
Transamerica Corporation 600 Montgomery S Ste 2300 San Francisco, CA 94111 1 11
Edward Jones - Financial Advisor: Morgan L Bienhoff, CFP®|CEPA®|AAMS™ 102 S Main St, Smith Center, KS 66967
78528xxxx2 a.j*********@e**********.com 4 2 87288 99000
Business Investment Management 1426 Fillmore St, San Francisco, CA 94115
41556xxxx2 3 2
Aberdare Ventures 235 Montgomery St Ste 1230 San Francisco, CA 94104
41539xxxx2 cfo**@a*******.com
Edward Jones - Financial Advisor: Joshua Suevel 220 N Smith St Ste 129, Palatine, IL 60067 84730xxxx9
Cannabis CPA Professionals 535 Mission St 14th Fl 14 San Francisco, CA 94105
41573xxxx2
Wells Fargo Advisors 500 W Main St Ste 105, Babylon, NY 11702
63166xxxx0 abc*******@w*****************.com 188424 190000
Edward Jones - Financial Advisor: Jake Sloan 110 E Main St, Beloit, KS 67420
78573xxxx0 a.j*********@e**********.com
Wells Fargo Advisors 480 Central Ave, East Orange, NJ 07018 97367xxxx0
Edward Jones-Financial Advisor: Chuck Jarvis, CFP 55 E Loop Rd, Wheaton, IL 60189
63061xxxx4 a.j*********@e**********.com 87261 99000
AXA Advisors 301 61st St, West New York, NJ 07093
21240xxxx0 aar*********@e********.com
Axa Advisors 1541 Meadowland Dr, Naperville, IL 60540 63075xxxx6
New York Municipal Advisors Corp 2 Roosevelt Ave Ste 201, Syosset, NY 11791 51636xxxx3
Voya Financial Advisors 10740 Nall Ave, Overland Park, KS 66211 91366xxxx8 1 1
Wells Fargo Advisors 477 Boulevard, Kenilworth, NJ 07033 90893xxxx3
GreatLight Fee Only Advisors 2521 Gross Point Rd Ste 1, Evanston, IL 60201
84755xxxx9
Edward Jones Financial Advisor: Richard Ferrari, AAMS®|CRPC® 290 S County Farm Rd 3rd Fl, Wheaton, IL 60187
63069xxxx9 a.j*********@e**********.com
Collection Agency - KB American Group 71 Stevenson St Ste 305 San Francisco, CA 94103
88860xxxx6 1 1
JK Harris & Company 425 Market Street Suite 2200 San Francisco, CA 94105
80089xxxx6 1 1
Almeida Financial Advisors 9581 Pearl Cir Unit 105, Parker, CO 80134 90880xxxx0
King Muir Fund Advisors 2079 Farnsworth Ln, Northbrook, IL 60062
84771xxxx3
Edward Jones - Financial Advisor: Bryan Townley 2007 N Collins Blvd Ste 401, Richardson, TX 75080 · ~32.9 mi
97223xxxx8 a.j*********@e**********.com
Mark Cohen - Financial Advisor, Ameriprise Financial Services 1345 Avenue Of The Americas Ofc 33138, New York, NY 10105
21255xxxx6 dns*****@a***.com
John Grad - Financial Advisor, Ameriprise Financial Services, LLC 6622 Main St Suite 2, Williamsville, NY 14221
71656xxxx0 dns*****@a***.com 5.01
Wealthstream Advisors 60 East 42nd Street, Suite 1600, New York, NY 10165
21297xxxx1 ata***@w*******************.com 37
Erie Advisors 540 W Frontage Rd, Northfield, IL 60093 84738xxxx7
David Shnitzer - Financial Advisor, Ameriprise Financial Services, LLC 262 S River Rd Ste 201, Bedford, NH 03110
60360xxxx5 dns*****@a***.com 5.03
Wells Fargo Advisors 781 Broadway, New York, NY 10003 64680xxxx0
Edward Jones - Financial Advisor: Brian M Bare 580 Duane St, Glen Ellyn, IL 60137
63085xxxx0 a.j*********@e**********.com
SMBC Nikko Securities America, Inc. 277 Park Ave 5th Floor, New York, NY 10172
21222xxxx0 abc****@s***********.com 1 1
Samantha N Dinh, CFP - Paragon Financial Planning 550 Park St, Ste 105 Alameda, CA 94501
51022xxxx4 inf*@p*********.com 5 2 5 46
Constellation Wealth Advisors 52 Vanderbilt Ave Fl 8, New York, NY 10017
21269xxxx0 cus************@c****.com
U.S. Bancorp Investments - Financial Advisors: Nichole Jansen 701 W Main St, Blue Springs, MO 64015
91331xxxx8 aar************@u*****.com 3.5 2
Edward Jones Financial Advisor: Patrick E McEwen 2800 W Higgins Rd Ste 850, Hoffman Estates, IL 60169
84751xxxx7 a.j*********@e**********.com 5 5 53 51
Kevin Merling Wealth Advisor 2001 Butterfield Rd Ste 1000, Downers Grove, IL 60515 81095xxxx0
Yomarie Letriz Ruiz - TD Wealth Financial Advisor 21432 Jamaica Ave, Queens Village, NY 11428
34755xxxx2 abc*******@t*.com 843088 7229 848000
Axa Advisor 1642 W Colonial Pkwy, Inverness, IL 60067 84796xxxx9
Brencourt Advisors 101 E 52nd St, New York, NY 10022 21231xxxx0
Gregory Feighan - Private Wealth Advisor, Ameriprise Financial Services 100 Summit Lake Dr Ste 150, Valhalla, NY 10595
91474xxxx0 dns*****@a***.com
ALM First Financial Advisors 3800 Maple Ave Suite 600, Dallas, TX 75219
80075xxxx8 aah***@a*******.com 5 1
American Portfolios Financial Services 4550 Post Oak Pl Dr, Houston, TX 77027
71346xxxx7 bel******@a*****************.com 155 9 149
Brett M Martinsen - Financial Advisor, Ameriprise Financial Services, LLC 1819 Main St Ste 240, Sarasota, FL 34236
71675xxxx5 dns*****@a***.com
Robert B Lum - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx9 dns*****@a***.com
Thomas Financial Advisors 8601 Turnpike Dr, Westminster, CO 80031 72051xxxx3 and*@t**********************.com
Katy Song Financial Planning 34 Meadow Dr Mill Valley, CA 94941
41527xxxx3 kat*@k*******.com 5 3 76
Stephen Pendergast - RBC Wealth Management Financial Advisor 3 Landmark Sq Ste 100, Stamford, CT 06901
20335xxxx4
Mercer Advisors 1129 Northern Blvd Ste 404, Manhasset, NY 11030
86622xxxx5 aar********@m*************.com 2767 28 2800
Wells Fargo Advisors 705 W Saint Georges Ave, Linden, NJ 07036 90870xxxx1
Edward Jones - Financial Advisor: Jeff J McGinnis 112a S York St, Elmhurst, IL 60126
63053xxxx2 a.j*********@e**********.com
True Creek Investment Advisors 515 Madison Ave Rm 13C, New York, NY 10022 21255xxxx4
Edward Jones - Financial Advisor: Christine M Janes 275 N York St Ste 101, Elmhurst, IL 60126
63091xxxx0 a.j*********@e**********.com
Wells Fargo Advisors 101 Tyrellan Ave, Staten Island, NY 10309
71837xxxx0 por****@s********.com
Wells Fargo Advisors 4160 Town Center Way, Livingston, NJ 07039 97342xxxx2
Yomarie Letriz Ruiz - TD Wealth Financial Advisor 21610 Northern Blvd, Bayside, NY 11361
34755xxxx2 abc*******@t*.com 843088 7229 848000
Antipodean Advisors 499 Park Ave, New York, NY 10022 21222xxxx0
Apoyo Financiero 2091 Mission St Ste A San Francisco, CA 94110
41555xxxx2 afi@a*******.com 1 1
Chance Dahle, AVP, Financial Advisor, LPL 8000 E Belleview Ave Ste D20, Greenwood Village, CO 80111
72064xxxx8 add****@e******.com 533
Moody’s Analytics 405 Howard St Ste 300 San Francisco, CA 94105
41587xxxx0 www*****@m****.com 2.5 2
Kelly Bays-Platinum Financial Services Advisor, Ameriprise Financial Services 422 N Rand Rd, North Barrington, IL 60010
84793xxxx0 amb**************@a***.com
Financial Planning Advisors Inc 1122 Penn Ave, Wyomissing, PA 19610
61037xxxx4 acc*******@f**********.com 5 1
American Financial Advisors 1936 Lee Rd Suite 270, Winter Park, FL 32789
40720xxxx6 abr**@a*********.com 5 8
Wells Fargo Advisors 1 Lafayette Pl, Greenwich, CT 06830
20369xxxx0 all**********@w*****************.com
Advisors Ignite USA 2001 Butterfield Rd, Downers Grove, IL 60515
63071xxxx0
Larry Jay Schwartz - Financial Advisor, Ameriprise Financial Services 100 Duffy Ave Ste 501, Hicksville, NY 11801
71833xxxx0 dns*****@a***.com
Castellon Professional Services 48 Gold St Ste 200 San Francisco, CA 94133
41565xxxx6 j*n*@m*********.com 5 9
Daniel A Shontere - Financial Advisor, Ameriprise Financial Services, LLC 1819 Main St #1002, Sarasota, FL 34236
94136xxxx0 dns*****@a***.com
Smith Anglin Financial 14755 Preston Rd Suite 700, Dallas, TX 75254
97226xxxx4 abr*****@s**********.com 5 1 120 2 168
Aquillo Partners 1 Maritime Plz Fl 14 San Francisco, CA 94111
41567xxxx3 aha***@a*************.com
Joe Wu, CPA Walnut Creek, CA 94598
92577xxxx9 joe**@j*******.com 4.9 31
Edward Jones - Financial Advisor: Kayla Rehnberg 608 4th Ave, Holdrege, NE 68949
30899xxxx9 a.j*********@e**********.com 126 5 131
5 1
Wells Fargo Advisors 115 Broadway, Elmwood Park, NJ 07407 20179xxxx0
Edward Jones - Financial Advisor: Justin Killewald 6410 Miller St Ste 10, Arvada, CO 80004
30342xxxx0 a.j*********@e**********.com
ImpactAdvisor 655 Montgomery St, San Francisco, CA 94111
41542xxxx2 exx********@i************.com 5 2
Challenge Capital Advisors 120 Casals Pl, Bronx, NY 10475 71867xxxx7
Ryan Dragstrem-Financial Advisor, Ameriprise Financial Services 1011 Warrenville Rd, Lisle, IL 60532
87735xxxx9 aob****@a***.com
American Financial Advisors LLC 2551 Roswell Rd Ste 310, Marietta, GA 30062
77097xxxx4 awi***********@a*************.com 3.5 2
TruStone Wealth Management - Ameriprise Financial Services, LLC 211 Main St W, Cavalier, ND 58220
70126xxxx0 dns*****@a***.com 4.02
FirstSource Solutions USA LLC 1661 Lyndon Farm Ct, Louisville, KY 40223 50249xxxx5 2.1 9
Doug Henderson - RBC Wealth Management Financial Advisor 3 Landmark Sq Ste 100, Stamford, CT 06901
20335xxxx6 joh*******@c*.rbcwealthmanagement 12195 14000
HealthCare Capital Advisors 17 Park Ave, New York, NY 10016
72757xxxx7 csa******@h****************.net
Edward Jones - Financial Advisor: David Breese 2244 95th St, Naperville, IL 60564
63063xxxx0 a.j*********@e**********.com
Keyarx Capital Advisors 555 Us Highway 1 S Ste 130, Iselin, NJ 08830
73298xxxx0 dd0*****************************@s*****.wixpress
Edward Jones - Financial Advisor: Anthony M Bandel 925 S York St Ste B, Elmhurst, IL 60126
63075xxxx3 a.j*********@e**********.com
Edward Jones - Financial Advisor: Hank Wanner 225 E Deerpath Ste 266, Lake Forest, IL 60045
84761xxxx6 a.j*********@e**********.com 86197 96000
The Woerdeman Financial Group - Ameriprise Financial Services, LLC 431 Country Club Way Ste 2, Kingston, MA 02364
50883xxxx9 dns*****@a***.com 5 1
Kindness Financial Planning
20665xxxx7 ell****@k*********.com 5 1
ARS Capital Advisors Inc 500 N Broadway Ste 139, Jericho, NY 11753
51693xxxx3 bda***@c**********.com
American Ex Financial Advisors 26545 N Fairfield Rd, Wauconda, IL 60084
84752xxxx1 ame******************@a***.com
Strategic Financial Advisors 14550 Torrey Chase Blvd #360, Houston, TX 77014
28144xxxx2 agr******@h***************.com 5 1 3 3
Modern Family Finance Oakland, CA 94612
41529xxxx6 hel**@g*********.co 5 8 269 273
Edward Jones - Financial Advisor: Philip Tse 1129 Broad St Ste 203, Shrewsbury, NJ 07702
73238xxxx0 a.j*********@e**********.com 87585 100000
Angela M Celso - Private Wealth Advisor, Ameriprise Financial Services 2 Westchester Park Dr Ste 103, White Plains, NY 10604
91421xxxx2 ang***********@a***.com
Wells Fargo Advisors 250 Park Ave, New York, NY 10177
21298xxxx0 abc*******@w*****************.com
Savant Investment Advisers of Illinois 1135 175th St, Homewood, IL 60430
70848xxxx1 ldc******@p***********.com
Edward Jones - Financial Advisor: Paxton L Price 6472 Ward Rd, Arvada, CO 80004 30345xxxx2
MichaelFishFinancial/ Dynasty Advisors 517 Us Highway 1 S Ste 3050, Iselin, NJ 08830 73273xxxx1
Shareholder Value Advisors 21 Bonnie Way, Larchmont, NY 10538
91483xxxx1 inf*@v************.com
Anthony Rizzuto - Financial Advisor, Ameriprise Financial Services 800 Westchester Ave Ste 300, Rye Brook, NY 10573
91441xxxx3 ann**********@a***.com 327 344
Joseph Soranno - Private Wealth Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx6 car*******@a***.com
Edward Jones - Financial Advisor: Ricky Flores 15 S Dryden Pl Ste C, Arlington Heights, IL 60004 84781xxxx4
RJ Martin - Romar Wealth Management 600 Grand Ave Ste 301 Oakland, CA 94610
51081xxxx9 aar************@r***********.com 5 12
David Billingslea-Private Wealth Advisor, Ameriprise Financial Services 5420 S Quebec St, Greenwood Village, CO 80111
30322xxxx6 car*********@a***.com
Fulton Financial Advisors 1397 Fulton St, Brooklyn, NY 11216
34724xxxx0 aan******@f***.com 15
Unique Financial Advisors & Tax Consultants 33 Wood Ave S, Iselin, NJ 08830
73250xxxx0 inf*@u**********************.com
A W Jones Private Advisors 230 Park Ave Rm 934, New York, NY 10169
80032xxxx5 all*******@s**********.com
George K Limperopoulos - Private Wealth Advisor, Ameriprise Financial Services 377 Oak St Ste 103, Garden City, NY 11530
51629xxxx6 dns*****@a***.com
Merlos Financial 2967 Mission St San Francisco, CA 94110 41536xxxx7
Blackline Partners 550 Battery St Ste 2204 San Francisco, CA 94104
88854xxxx2 lyd********@b****************.net 1 2
Council Financial & Insurance Services 425 Market St Ste 1600 San Francisco, CA 94105
92587xxxx2 her*@c***************.com 5 68 107
Jeffrey Stillwell - Private Wealth Advisor, Ameriprise Financial Services 12 Broad St Ste 304, Red Bank, NJ 07701
73236xxxx2 dns*****@a***.com 389 392
Dustin Stull - Financial Advisor, Ameriprise Financial Services, LLC 202 W Main St, Osborne, KS 67473
78534xxxx5 and***********@a***.com
Arlo Hanley - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx4 arl********@a***.com
Earned Wealth Advisors - Ameriprise Financial Services, LLC 3600 Minnesota Dr Ste 550, Edina, MN 55435
95230xxxx0 dns*****@a***.com 5 1
Charles Camilleri - Private Wealth Advisor, Ameriprise Financial Services 200 Summit Lake Dr Ste 210, Valhalla, NY 10595
91423xxxx0 cha****************@a***.com 1000
Thomas Mc Candless - Financial Advisor, Ameriprise Financial Services 41 W Putnam Ave, Greenwich, CT 06830
20330xxxx1 cai********@a***.com 85 90
Embarcadero Financial Group 1 Embarcadero Ctr Ste 1540 San Francisco, CA 94111
41539xxxx0 amy@e*******************.com
Haven Wealth Management One Sansome St Ste 3500 San Francisco, CA 94104
41587xxxx7 cpo*********@c****************.com
Wells Fargo Advisors 350 Centre St, Nutley, NJ 07110 97366xxxx6
H T Capital Advisors 437 Madison Ave Ste 39A, New York, NY 10022
21275xxxx9 abu****@h********.com
Fix Your Credit Consulting 388 Market St, Ste 1300 San Francisco, CA 94111
87721xxxx0 con****@f**********************.com 4.7 36 4.6 10 945 3 962
Thomas John Gioia - Private Wealth Advisor, Ameriprise Financial Services 141 W Front St Ste 160, Red Bank, NJ 07701
73274xxxx3 abb*********@a***.com 1 1
Financial Advisory Corporation 4251 Cascade Rd SE, Grand Rapids, MI 49546
61623xxxx0 ad@f********.com
Merrill Lynch Financial Advisor Gil Marcovici 115 W Century Rd, Paramus, NJ 07652
20196xxxx5 ale*********@m*.com
Columbus Advisors 110 E 59th St, New York, NY 10022
21290xxxx3 ado*****@c********************.com
Matthew Fallon - Financial Advisor, Ameriprise Financial Services 399 Knollwood Rd Ste G10, White Plains, NY 10603
91440xxxx6 dns*****@a***.com
Edward Jones - Financial Advisor: Danilise Diaz, AAMS™|CRPC™ 400 Post Ave Ste 404, Westbury, NY 11590
51633xxxx2 a.j*********@e**********.com
Chapin Hill Advisors Group 9 E 47th St Fl 5, New York, NY 10017
21258xxxx2 jan*****@c*********.com
Timothy Kinsley - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx4 wms**********@r**.com 14718 16000
Joan Gregor - Financial Advisor, Ameriprise Financial Services 2900 Westchester Ave Ste 300, Purchase, NY 10577
91437xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Jim Van Howe 7001 W 127th St Ste 100, Palos Heights, IL 60463
70836xxxx0 a.j*********@e**********.com 5 3 86197 96000
Wells Fargo Advisors 116 N Broadway, South Amboy, NJ 08879 73272xxxx1
Premier Financial Advisors 1266 E Main St Ste 700, Stamford, CT 06902 20365xxxx1
Baxa Advisors 1821 Walden Office Sq, Schaumburg, IL 60173
84792xxxx5 jba**@b***********.com
Liberty Street Advisors 271 Riverside Ave, Riverside, CT 06878
20369xxxx2
Taconic Capital Advisors 375 Park Ave Ste 2607, New York, NY 10152
21220xxxx0 q@c***************.com
Stacy Vanessa Pierre-Louis, Financial Advisor - Eagle Strategies 1983 Marcus Ave Ste 210, New Hyde Park, NY 11042
51635xxxx0 a.-*****************@n**********.com
Ms Annette Brown San Francisco, CA 94133
41531xxxx7 ann****@m*************.com
CS Financial Advisors Inc 464 E 96th St, Brooklyn, NY 11212
71849xxxx7 inf*@c******.com
TVT Capital 122 E 42nd St Rm 2112, New York, NY 10168 71877xxxx5
Wells Fargo Advisors 2 14th St, Hoboken, NJ 07030 20123xxxx0
Bryan Barragate - Financial Advisor, Ameriprise Financial Services, LLC 30100 Chagrin Blvd Ste 180, Pepper Pike, OH 44124
21646xxxx9 dns*****@a***.com 5.01
Debra J Dolch Fiduciary Services 167 South Park San Francisco, CA 94107
41554xxxx1 dan***@f****************.net 2.8 13
Hunter Financial Advisors 660 White Plains Rd Ste 445, Tarrytown, NY 10591
91436xxxx0 bsu******@h*******.com 5 2
FP Wealth Management, Inc. 770 N Cotner Blvd # 411, Lincoln, NE 68505
40245xxxx4 ali*****@f********.com 5 2 342
Scalisi & Bernazzani Financial Services 1635 Irving St, San Francisco, CA 94122 41566xxxx4 5 37
Thomas Pelley - Financial Advisor, Ameriprise Financial Services, LLC 60 Walnut St #4, Wellesley, MA 02481
61760xxxx6 dns*****@a***.com 5.017
Christopher Pratt - Wilmington Advisors @ M&T 100 Motor Pkwy Ste 600, Hauppauge, NY 11788
51655xxxx6 abc***@m**.com 93528 2173 95000
Edward Jones - Financial Advisor: Hank Wanner 840 S Waukegan Rd Ste 205, Lake Forest, IL 60045 84723xxxx3
Ronald Rienas - Financial Advisor, Ameriprise Financial Services 399 Knollwood Rd Ste 212, White Plains, NY 10603
91423xxxx0 ann*********@a***.com 277 7 278
Edward Jones - Financial Advisor: Edward Ariniello 1400 Folsom St, Boulder, CO 80302
30344xxxx5 a.j*********@e**********.com
HDQ Wealth 1828 Walnut St 3rd floor, Kansas City, MO 64108
91328xxxx3 ale***@h********.com 5 3 276 45
Joseph Ossandon - TD Wealth Financial Advisor 1 Veterans Plz, Hewlett, NY 11557
51625xxxx5 abc*******@t*.com 844568 6340 849000
Aspiriant 50 California St Ste 2600 San Francisco, CA 94111
41537xxxx0 a.m********@a********.com
Edward Jones - Financial Advisor: Ryan C Philo 6242 Main St, Downers Grove, IL 60516
63097xxxx1 a.j*********@e**********.com
Gary Ginsberg - Financial Advisor, Ameriprise Financial Services 300 Executive Dr Ste 350, West Orange, NJ 07052
97373xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Brad Thorstenson 5460 Ward Rd Ste 390, Arvada, CO 80002
30342xxxx2 a.j*********@e**********.com
Wells Fargo Advisors 281 Millburn Ave, Millburn, NJ 07041 97343xxxx0
Glendon Marcelle - TD Wealth Financial Advisor 9013 Flatlands Ave, Brooklyn, NY 11236
34752xxxx0 abc*******@t*.com 844568 6340 849000
Edward Jones - Financial Advisor: Sara S Lippold 5405 W Devon Ave, Chicago, IL 60646 77377xxxx0
Signal Hill Capital Group 343 Sansome St Ste 425 San Francisco, CA 94104
41536xxxx1 aha**@s*********.com
Nikolas Butkov - Financial Advisor, Ameriprise Financial Services 350 Passaic Ave Ste 202, Fairfield, NJ 07004
97327xxxx0 ant*************@a***.com 299 14 304
Edward Jones - Financial Advisor: Walter J Janeczek, AAMS™ 851 Franklin Lake Rd Ste 208, Franklin Lakes, NJ 07417
20156xxxx0 a.j*********@e**********.com 16
Omor Elahi - TD Wealth Financial Advisor 24405 Northern Blvd, Little Neck, NY 11362
91774xxxx6 abc*******@t*.com 843088 7229 848000
Thomas Gonzalez - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx6 dns*****@a***.com 22
Wells Fargo Advisors 101 Hudson St, Jersey City, NJ 07302 20141xxxx7
Edward Jones - Financial Advisor: Mark Pingul 2720 Hassert Blvd Ste 240, Naperville, IL 60564
63041xxxx1 a.j*********@e**********.com
Karina Vega-Gonzalez - TD Wealth Financial Advisor 410 Fairview Ave, Fairview, NJ 07022
20141xxxx0 dia*********@t*.com 3 843993 6376 849000
Edward Jones - Financial Advisor: Gerardo Silva Jr 15300 S Route 59 Ste 100, Plainfield, IL 60544 81525xxxx0
Mast Investment Advisors 1723 Northfield Sq Apt A, Northfield, IL 60093
84750xxxx8 con********@m*************.com
Gerald DeBenedictis - Wilmington Advisors @ M&T 232 S Livingston Ave, Livingston, NJ 07039
90840xxxx7 adv****@w*****************.com 93528 2173 95000
Liberty Wealth Advisors 707 Summer St 4th Fl, Stamford, CT 06901
20332xxxx6 *nn*@l********************.com
I A Capital Advisors Inc 156 5th Ave, New York, NY 10010
21224xxxx0 b.m********@p****************.com
Bowman/Hanson 1592 Union St Ste 325 San Francisco, CA 94123
41529xxxx7 ber****@b***********.com
American Express Financial Advisors 2 Crosfield Ave, West Nyack, NY 10994
84534xxxx0 aar**@a**************.com
Edward Jones - Financial Advisor: Michael K Coldwell 9 Crystal Lake Rd, Lake In The Hills, IL 60156
84785xxxx8 a.j*********@e**********.com
Vogel Financial Advisors, LLC 2221 Lakeside Blvd, Richardson, TX 75082 · ~32.4 mi
21434xxxx0 mbr*****@v********.com
Equitable Advisors 40 Cuttermill Rd, Great Neck, NY 11021
71662xxxx7 aar*********@e********.com 51741 21 52000
Mohammed Y. Islam - TD Wealth Financial Advisor 765 Manhattan Ave, Brooklyn, NY 11222
34745xxxx1 ale***@t*.com 843419 7256 849000
Roundleaf San Francisco 201 Spear St Ste 1100 San Francisco, CA 94105
41579xxxx0 ask@r***********.com 5 3
Edward Jones - Financial Advisor: Todd M Dickinson 300 Park Blvd, Itasca, IL 60143
63077xxxx9 a.j*********@e**********.com
Edward Jones - Financial Advisor: Todd M Dickinson 7850 Vance Dr Ste 180, Arvada, CO 80003
30342xxxx0 a.j*********@e**********.com
Renaissance Fund Advisors Inc 23 Green St, Huntington, NY 11743 63142xxxx7
Arch Global Advisors 3718 Northern Blvd Ste 305, Long Island City, NY 11101
71893xxxx7 inf*@a*****.com 294 310
Wells Fargo Advisors 243 S Ridge St, Rye Brook, NY 10573 91493xxxx4
Buchwald Capital Advisors 1 Rockefeller Plz, New York, NY 10020
21260xxxx0 jsm***@b**************.com
Wells Fargo Advisors 650 Anderson Ave, Cliffside Park, NJ 07010 20184xxxx9
Metropolitan Capital Advisors 660 Madison Ave, New York, NY 10065
21248xxxx0 dva****@m*******.net
AXA Advisors 1751 Lake Cook Rd Ste 200, Deerfield, IL 60015
22455xxxx0
Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services 399 Knollwood Rd Ste G10, White Plains, NY 10603
91446xxxx1 cla************@a***.com
Edward Jones - Financial Advisor: Ben Stephens 36 S Villa Ave, Villa Park, IL 60181
63050xxxx2 a.j*********@e**********.com
The Offices of Montgomery & Meyers P.A. Corporation 505 Montgomery St San Francisco, CA 94111
80069xxxx1 inf*@n************************.com
Donald Vliet - Financial Advisor, Ameriprise Financial Services, LLC 19500 Victor Pkwy # 450, Livonia, MI 48152
73474xxxx8 dns*****@a***.com
Edward Jones - Financial Advisor: Tyson Heilbrun 671 Mitchell Way Ste 204, Erie, CO 80516 30382xxxx3
Partners Advisors Ltd 1s660 Midwest Rd Ste 230, Oakbrook Terrace, IL 60181
63091xxxx9 chr*****@p****.com
Wolf Advisors 600 Lexington Ave, New York, NY 10022
21235xxxx0 aho****@h*************.com
Adam Koren Financial Coaching Oakland, CA 94609
54177xxxx2 joh*******@a********.com 5 29
K2 Advisors 300 Atlantic St Fl 12, Stamford, CT 06901
20334xxxx2 bbr*****@k*********.com
Eric M Larson-Private Wealth Advisor, Ameriprise Financial Services 15 Spinning Wheel Rd, Hinsdale, IL 60521
63033xxxx6 and*********@a***.com
Peter Abrami-Associate Financial Advisor Ameriprise Financial Services 2777 Summer St, Stamford, CT 06905
51651xxxx5 ath*************@a***.com
Mitchell Advisory Fee-Only Financial Planners 11710 Plaza America Dr suite 2000, Reston, VA 20190
70348xxxx8
David Lasco - Financial Advisor, Ameriprise Financial Services 100 Summit Lake Dr Ste 150, Valhalla, NY 10595
91474xxxx0 dav********@a***.com 5 8
Edward Jones - Financial Advisor: James M. Daniels 4043 N Damen Ave, Chicago, IL 60618
77334xxxx0 a.j*********@e**********.com 87281 99000
Peninsula Wealth, LLC 350 Townsend St Ste 411 San Francisco, CA 94107
41567xxxx0 a@p**************.com
Edward Jones - Financial Advisor: Ryan M Cox 2751 W 120th Ave Ste 100, Westminster, CO 80234
30346xxxx7 a.j*********@e**********.com
Sapphire Wealth Planning LLC 11863 W 112th St Suite 100, Overland Park, KS 66210
91373xxxx7 inv***@s*********************.com 5 1
Jason Larner - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx0 rbc*********@r**.com 12811
John MacDonald - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx8
Robert W Cleland - Financial Advisor, Ameriprise Financial Services, LLC 1999 S Bascom Ave # 700, Campbell, CA 95008
40887xxxx2 dns*****@a***.com 5.01
Daniel Nava - TD Wealth Financial Advisor 640 E Fordham Rd, Bronx, NY 10458
34734xxxx1 dns*****@t*****.ca
Jeff Stoffer - Terra Blue Wealth Management 3030 Bridgeway, San Francisco, CA 94965
41572xxxx7 hel**@t**********.com 5 5
Edward Jones - Financial Advisor: Ben Hewitt 5990 Kipling St Unit 100, Arvada, CO 80004
30345xxxx2 a.j*********@e**********.com
Corrado A Dell'aglio - Financial Advisor, Ameriprise Financial Services 100 Summit Lake Dr Ste 150, Valhalla, NY 10595
91474xxxx0 cor****************@a***.com
A X A Advisors 6133 N River Rd, Rosemont, IL 60018 84751xxxx0
Daniel Starr - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx4 dan******@r**.com 35
Edward Jones - Financial Advisor: Sara L Mills 300 S County Farm Rd, Wheaton, IL 60187
63087xxxx8 a.j*********@e**********.com 288
Dana Investment Advisors 1119 Wheaton Oaks Ct, Wheaton, IL 60187
63093xxxx5 jsi****@k***********.com
Wells Fargo Advisors 180 Madison Ave, New York, NY 10016 91733xxxx0
AXA Advisors 135 E Algonquin Rd, Arlington Heights, IL 60005
84762xxxx1
Northwestern MUTUAL Financial 704 S Main St, Grove, OK 74344
a.-***********@n*****************.com 105547 15886
Edward Jones Financial Advisor: Greg Goodsitt 1157 Waukegan Rd, Glenview, IL 60025
84772xxxx5 a.j*********@e**********.com
Wells Fargo Advisors 1008 Madison Ave, Paterson, NJ 07501 97379xxxx3
Sierra Financial Advisors 2020 Calamos Ct, Naperville, IL 60563 63057xxxx0
Clarfeld Financial Advisors 520 White Plains Rd Ste 500, Tarrytown, NY 10591 91484xxxx0
Edward Jones - Financial Advisor: Alec M Mielnicki 7615 W 38th Ave Unit B103, Wheat Ridge, CO 80033 30346xxxx3
Alain Martin - TD Wealth Financial Advisor 372 Jericho Tpke, Floral Park, NY 11001
51626xxxx7 abc*******@t*.com 844568 6340 849000
Merit Financial Advisors, LLC 6140 S 104th E Ave, Tulsa, OK 74133
91862xxxx0 add**@m*********************.com 5 1
Daniel L Gracy - Financial Advisor, Ameriprise Financial Services, LLC 3868 W Carson St Ste 102, Torrance, CA 90503
31069xxxx2 dns*****@a***.com
Yanique Anderson - Wilmington Advisors @ M&T 300 Mamaroneck Ave, Mamaroneck, NY 10543
91431xxxx5 abc***@m**.com 93528 2173 95000
Edward Jones - Financial Advisor: Charlie E Santos 400 W Main St Ste 105, Babylon, NY 11702
63136xxxx4 a.j*********@e**********.com 86197 96000
Chris Fash-Private Wealth Advisor, Ameriprise Financial Services 2805 Butterfield Rd, Oak Brook, IL 60523
77386xxxx2 dns*****@a***.com
Wells Fargo Advisors 1 Maple St, Summit, NJ 07901 90827xxxx0
Annuity Watch USA - Headquarters 15455 North Dallas Pkwy Ste. 240, Addison, TX 75001
97247xxxx0 dew**********@g****.com
Edward Jones Financial Advisor: Scott A Verne 610 Central Ave Ste 150, Highland Park, IL 60035
84726xxxx0 a.j*********@e**********.com 10 86197 96000
Edward Jones - Financial Advisor: Max Paul 212 State Highway 52 Ste B, Erie, CO 80516 72061xxxx0
Glendon Marcelle - TD Wealth Financial Advisor 2063 Ralph Ave, Brooklyn, NY 11234
34752xxxx0 abc*******@t*.com
Edward Jones - Financial Advisor: Joseph Mascioli 5911 Middlefield Rd Ste 201, Littleton, CO 80123 30394xxxx8 a.j*********@e**********.com
H. Frazier Caner - RBC Wealth Management Financial Advisor 3 Landmark Sq Ste 100, Stamford, CT 06901
20335xxxx2 sam*************@r**.com 12195 14000
Joseph Chu - RBC Wealth Management Financial Advisor 3 Landmark Sq Ste 100, Stamford, CT 06901
20335xxxx5 jos*******@r**.com
Graham Investment Advisors Inc 200 Park Ave, New York, NY 10166
21280xxxx0 *re*@g*************.com
GEM Financial Advisors, Inc. 1590 S Milwaukee Ave, Libertyville, IL 60048
84768xxxx2 dci****@g**********.com
Marble Capital 580 California San Francisco, CA 94104
41543xxxx6 bxx**********@m************.com 5 1
ForgePath Financial Group - Ameriprise Financial Services, LLC 7601 France Ave S Ste 300, Edina, MN 55435
95285xxxx2 dns*****@a***.com 5.02
Hamano & Associates 1674 Post St Ste 2 San Francisco, CA 94115
41534xxxx3 tim@h*****.com 3 2
Edward Jones - Financial Advisor: Cameron S Kopplinger 3044 W 105th Ave, Westminster, CO 80031 30346xxxx6
Wells Fargo Advisors 36 Middlesex Ave, Metuchen, NJ 08840 73298xxxx1
Edward Jones - Financial Advisor: Michael Bianco 466 Southern Blvd Jefferson Bldg 1st Floor, Chatham, NJ 07928
97352xxxx7 a.j*********@e**********.com 86197 96000
Arias-Partners Wealth Advisors 100 Connell Dr, Berkeley Heights, NJ 07922
90827xxxx8 car***********@a***.com
Wells Fargo Advisors 600 Newman Springs Rd, Lincroft, NJ 07738 73284xxxx2
Scott Cirelli - Financial Advisor, Ameriprise Financial Services 200 Campus Dr Ste 150, Florham Park, NJ 07932
97354xxxx4 chr**************@a***.com 605 605
Retirement Resources USA 5370 Chimra Rd, Panora, IA 50216
64175xxxx0 mwo***@b*********.com 5.01
Mainstreet Advisors 120 N La Salle St Ste 3750, Chicago, IL 60602
31244xxxx0 auk****@m************.com
Taconic Capital Advisors 450 Park Ave Fl 9, New York, NY 10022
21289xxxx0 a.f*******@t*********.com
Merrill Lynch Wealth Management Advisor Bruce E Gsell 194 Wood Ave S, Iselin, NJ 08830
73263xxxx8 bri************@b***.com
NewRetirement 100 Pine St Ste 100 San Francisco, CA 94111
41573xxxx5 17a*************************************@w*****************.com 4.9 58 13646 13000
Leslie Schwartz - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx9
Insurance Wealth Advisors 322 Shenstone Rd, Suite Solar North, Riverside, IL 66101 88874xxxx3
Wells Fargo Advisors 33 Beach Rd, Monmouth Beach, NJ 07750 73257xxxx5
Mike Starr - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx0 dan******@r**.com 35
Edward Jones - Financial Advisor: Lizbeth K Lindley 75 Woodbine Ave, Northport, NY 11768
63175xxxx4 a.j*********@e**********.com
WealthGen Advisors 650 Central Ave #1, Sarasota, FL 34236
94170xxxx1 ken@w***************.com 5 11
FutureFWD Advisors - Ameriprise Financial Services, LLC 122 E 42nd St #2215, New York, NY 10168
64637xxxx0
Todd Ellis - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx1 tod*******@r**.com
Minkoff & Associates - Ameriprise Financial Services 432 Clay St San Francisco, CA 94111
41539xxxx0 dns*****@a***.com 5 6
Bill Geraghty - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx6 dns*****@a***.com
Prizm Financial Advisors Inc 1745 S Naperville Rd Suite 200, Wheaton, IL 60189
63066xxxx8
Clearwater Capital Advisors 304 Park Ave S Fl 11, New York, NY 10010 21259xxxx7
Financial Advisors Network 1432 Edinger Ave #200, Tustin, CA 92780
71459xxxx0 inf*@f*****.com 4.5 6 5 26 178 6 212
Edward Jones - Financial Advisor: Terry M Pfeifer, AAMS™ 308 N Locust St Ste 304, Grand Island, NE 68801
30838xxxx6 a.j*********@e**********.com 82212 92188
Ryan Ackerhalt - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx7 dns*****@a***.com
Edward Jones - Financial Advisor: Jeffrey Spaldi 500 Valley Rd Ste 108, Wayne, NJ 07470
97387xxxx6 a.j*********@e**********.com 53 64
Gabriel Sakellaridis - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
64629xxxx0 dns*****@a***.com 340 15
Fierston Financial Group Inc 29 S Main St #302, West Hartford, CT 06107
86052xxxx0 bi**@f*******.com 5 1
Edward Jones - Financial Advisor: Lee A Busto 3333 S Bannock St Ste 1050, Englewood, CO 80110
30398xxxx4 a.j*********@e**********.com
Richard Fogg - Private Wealth Advisor, Ameriprise Financial Services, LLC 1440 N Harbor Blvd Ste 910, Fullerton, CA 92835
71452xxxx0 dns*****@a***.com
Unity Wealth Advisor Group 1411 Opus Pl, Downers Grove, IL 60515
63059xxxx3 abc*******@t*******.com 68 74
The Financial Therapy Podcast
RLB Financial 3242 E Ridgeview St, Springfield, MO 65804
86668xxxx7 joh*@r***********.com 5 1 218
Robert Nowe - Financial Advisor, Ameriprise Financial Services, LLC 5860 Venture Dr Ste B, Dublin, OH 43017
61438xxxx0 dns*****@a***.com 5.02
Edward Jones Financial Advisor: Craig A Lehmann 7501 Lemont Rd Ste 260, Woodridge, IL 60517 81588xxxx2
Wells Fargo Advisors 1849 Green Bay Rd Ste 200, Highland Park, IL 60035
84756xxxx0 a-w***************@w*****************.com 188424 190000
Wells Fargo Advisors 2 Holmes St, Carteret, NJ 07008 73254xxxx4
Wells Fargo Advisors 1115 State Route 34, Matawan, NJ 07747 73258xxxx1
Edward Jones - Financial Advisor: Mike Riedmuller 18 S Wilcox St Ste 201, Castle Rock, CO 80104
30366xxxx6 a.j*********@e**********.com
Santo Briganti - Private Wealth Advisor, Ameriprise Financial Services 100 Summit Lake Dr Ste 150, Valhalla, NY 10595
91474xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Guy Ben Ari 1050 Marina Village Pkwy Ste 100 Alameda, CA 94501
51052xxxx9 acc**********@e**********.com 4.8 15
Steven Gatto-RBC Wealth Management Financial Advisor 950 N Western Ave, Lake Forest, IL 60045
22451xxxx3 phg*****@r**.com 95 104
Advisors Financial Inc 8391 Old Courthouse Rd STE 205, Tysons, VA 22182
70388xxxx0 afi@a****************.com
Edward Jones - Financial Advisor: Michael S Bare 580 Duane St, Glen Ellyn, IL 60137 63078xxxx3
Blue Blaze Financial Advisors 25 Bridge Ave, Red Bank, NJ 07701
73233xxxx0
Wells Fargo Advisors 679 Park Ave, East Orange, NJ 07017 97367xxxx0 7
Gibson Jeanne 760 Market St San Francisco, CA 94102 41539xxxx9
Glendon Marcelle - TD Wealth Financial Advisor 2195 Flatbush Ave, Brooklyn, NY 11234
34752xxxx0 ash*********@t*.com
Fidant Wealth Partners - Ameriprise Financial Services, LLC 9403 Kenwood Rd c101, Cincinnati, OH 45242
51379xxxx3 dns*****@a***.com 5.01
Mercer Advisors 100 Pringle Ave Ste 320 Walnut Creek, CA 94596
65057xxxx8 aar********@m*************.com 2.3 3 4.4 77
Edward Jones-Financial Advisor: Amy M Poduch, Aams 108 S Wynstone Park Dr, North Barrington, IL 60010
84756xxxx0 a.j*********@e**********.com 87261 99000
Edward Jones - Financial Advisor: Lindsey M Hutton 3800 W 144th Ave Ste B-1200, Broomfield, CO 80023 72088xxxx1
Alexander Bijanada - Financial Advisor, Ameriprise Financial Services, LLC 545 Long Wharf Dr #501, New Haven, CT 06511
20328xxxx1 dns*****@a***.com
Jeanmarie Kricher - Financial Advisor, Ameriprise Financial Services 745 5th Ave Ste 500, New York, NY 10151
64635xxxx7 dns*****@a***.com
Edward Jones - Financial Advisor: Marc Gomberg 851 Franklin Lake Rd Ste 208, Franklin Lakes, NJ 07417
20156xxxx0 a.j*********@e**********.com 87261 99000
Wells Fargo Advisors 500 W 30th St, New York, NY 10001
21221xxxx3 a-w***************@w*****************.com 188364 189000
Heath O Johnson - Associate Financial Advisor, Ameriprise Financial Services, LLC 917 Pine Ave, Ste A, Hoxie, KS 67740
78567xxxx8 dns*****@a***.com
Wells Fargo Advisors 350 Westminster Ave, Elizabeth, NJ 07208 90835xxxx4
First Capital Group Inc. 1700 Montgomery St Ste 108 San Francisco, CA 94111
41544xxxx6 aud*****@f**********.com
High Technology CPAS 201 Spear St Ste 1100 San Francisco, CA 94105
41563xxxx3 jc@h***********.com
Katherine Condy - RBC Wealth Management Financial Advisor 3 Landmark Sq Ste 100, Stamford, CT 06901
20335xxxx3
Matthew G Graf - Private Wealth Advisor, Ameriprise Financial Services 333 Bloomfield Ave Ste 302, Caldwell, NJ 07006
20122xxxx6 bel*************@a***.com 312 333
Edward Jones - Financial Advisor: Paul C Skilton, CFP®|AAMS™ 87 Berdan Ave Ste 1A, Wayne, NJ 07470
97387xxxx4 a.j*********@e**********.com 87261 99000
Edward Jones - Financial Advisor: Neil Gardner 8170 Mccormick Blvd Ste 104, Skokie, IL 60076
84793xxxx5 a.j*********@e**********.com 5 3 86197 96000
Strategy Squad Oakland, CA 94612
88865xxxx3 dia***********@s************.com 5 1 5 13 143
Wells Fargo Advisors 270 River Rd, New Milford, NJ 07646
20151xxxx1 a-w***************@w*****************.com 188916 190000
Summit Place Financial Advisors 18 Bank St, Summit, NJ 07901
90851xxxx0 adv*****@s*******************.com 100 99
Stephanos Vitoratos - TIAA Wealth Management Advisor 5 Becker Farm Rd Ste 140, Roseland, NJ 07068
86684xxxx7 acc******************@t***.org 90765 497
Daniel J Kiefer - TD Wealth Financial Advisor 1010 Raritan Rd, Clark, NJ 07066
73271xxxx4 abc***@t*.com 845511 6376 850000
Equitable Advisors 1000 Woodbury Rd, Woodbury, NY 11797
51648xxxx0 aar*********@e********.com 51741 21 52000
Edward Jones - Financial Advisor: Jason K Gocke 12428 York St, Thornton, CO 80241 30325xxxx6 a.j*********@e**********.com
Larry R Boxer - Private Wealth Advisor, Ameriprise Financial Services 200 Summit Lake Dr Ste 210, Valhalla, NY 10595
91459xxxx3 dns*****@a***.com 172
Berwick Enterprises 167 Anzavista Ave San Francisco, CA 94115 41567xxxx1
Advisor Connect, Inc. 240 Kent Ave, Brooklyn, NY 11249 64653xxxx2
Charles Schwab 106 W Portal Ave, San Francisco, CA 94127
41524xxxx2 jan*****@s*****.com 4.2 14 2.1 14
Thomas S. Gallo, CPA 2300 Victory Blvd, Staten Island, NY 10314
71876xxxx6 am@s************.com 35
Doug Burrows 111 Pine St First Republic Bank San Francisco, CA 94111 41526xxxx4 5 4
Edward Jones - Financial Advisor: Kyle Bonfield 255 38th Ave Ste K, Saint Charles, IL 60174 63058xxxx5
Christopher Zarra - Private Wealth Advisor, Ameriprise Financial Services 1600 Stewart Ave Ste 303, Westbury, NY 11590
51676xxxx1 dns*****@a***.com