Business List: Financial Planners in USA

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews	Bing	Bing Reviews
SB Clark Companies	800 Englewood Pkwy Unit B204, Englewood, CO 80110	30379xxxx7
Ziegler	205 Powell Pl, Brentwood, TN 37027	61531xxxx7	aac****@z****.com							493		523
Cathy Anderson Hyams - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx9	cat*********@r.com							12808
Colbert Wealth Management Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx3	abc*@u.com
Dave Sogge - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx1	dav*****@r.com
Precision Strategy Advisors - Ameriprise Financial Services	260 Josephine St Ste 200, Denver, CO 80206	30368xxxx0	dns***@a*.com
Citibank	2198 Chestnut St San Francisco, CA 94123	41581xxxx4	abb********@c*.com			3	25			154190	1818	11
Zoe Financial	31 W 34th St., New York, NY 10001	64668xxxx4	adv*********@z***.com	4.6	30					1424
Hanmi Bank	1469 Webster St San Francisco, CA 94115	41574xxxx0	abc*****@h**.com			2.8	6
Carlyle Group	1050 17th St, Denver, CO 80265	30340xxxx0	aak********@c****.com
Kenny Heller	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx3	adm*****@c***.com			5	91			107322	16242	108000
Jonathan Philport - Financial Advisor, Ameriprise Financial Services, LLC	80 Rte 4 Ste 390, Paramus, NJ 07652	20122xxxx0	dns***@a*.com
Goldman Sachs Personal Financial Management	600 N Grant St Ste 304, Denver, CO 80203	30332xxxx0	dns****@c******.com
Edward Jones	203 N Anderson Ln Ste 101, Hendersonville, TN 37075	61582xxxx4	a.j*******@e********.com	5	2					86197		96000
Grand Central Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx8	abc*****@u.com
Brianne Aubrey - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx4
Alan Reifler - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx9	rbc*******@r.com
Wells Fargo Advisors	143 Union Blvd, Lakewood, CO 80228	30391xxxx5	a-w*************@w***************.com
AdvisorFinder - Find, Research and Connect with Financial Advisors		75738xxxx5	com*****@a**********.io	5	1
Vanessa Jilot - Terra Blue Wealth Management	3030 Bridgeway Ste 330 Sausalito, CA 94965	41572xxxx7	hel@t********.com			4	5
Pinnacle Financial Partners	524 S Main St, Ashland City, TN 37015	61574xxxx0	aar*******@p*.com	5	14
Capital Johnson	210 University Blvd Ste 700, Denver, CO 80206	30329xxxx5	all*******@j***********.com
Hms Capital Management	95 White Bridge Pike Ste 414, Nashville, TN 37205	61582xxxx0	all**@h**.com
Ubs	3100 W End Ave Ste 225, Nashville, TN 37203	61575xxxx5	aar*****@u.com
Ella Financial Advising	5237 College Ave Oakland, CA 94618	51032xxxx7	ell@e*******************.com			5	2	5	7	64		72
Edward Jones	339 7th Ave, Brooklyn, NY 11215	71849xxxx4	a.j*******@e********.com
Credo Wealth Management	1160 Battery St E Ste 100 San Francisco, CA 94111	41536xxxx0	cou*********@c****.com
Southwest Financial & Retirement Services	999 18th St Ste 1230, Denver, CO 80202	30393xxxx4	mic***********@l.com
Kathleen Drake - Branch Manager, Ameriprise Financial Services	260 Josephine St Ste 200, Denver, CO 80206	30322xxxx5	ant********@a*.com
Blackrock Financial	550 Metroplex Dr, Nashville, TN 37211	61583xxxx0
Jenne Trembley - Financial Advisor, Ameriprise Financial Services	9351 Grant St Ste 300, Thornton, CO 80229	30325xxxx7	ada***********@a*.com
Thrivent Financial	3341 W State St, Grand Island, NE 68803	30839xxxx5	a.v@t*******.com	5.02
Pyle Martin	8066 Highway 100, Nashville, TN 37221	61564xxxx6	a.j*******@e********.com
Blueprint Wealth Consultants - UBS Financial Services Inc.	1055 Franklin Ave Ste 300, Garden City, NY 11530	51674xxxx7	alb**********@u.com
Brian Orinick - Financial Advisor, Ameriprise Financial Services	7979 E Tufts Ave Ste 715, Denver, CO 80237	30322xxxx3	bor***@a*.com
Edward Jones - Financial Advisor: Michael J Kenyon	8 10th St Ste 922 San Francisco, CA 94103	41561xxxx0	a.j*******@e********.com							87586		100000
Generational Wealth Management	244 E Main Ave, Zeeland, MI 49464	61693xxxx0	cli********@g*******.com	3.9	12
Ned Deane - Financial Advisor, Ameriprise Financial Services, LLC	15 Caswell Ln STE 1, Plymouth, MA 02360	50883xxxx1	dns***@a*.com	5.01
Mike Malarney - Financial Advisor, Ameriprise Financial Services	260 Josephine St Ste 200, Denver, CO 80206	30368xxxx7	ant********@a*.com
Anchor Investments	2002 Richard Jones Rd Ste C208, Nashville, TN 37215	61589xxxx0	ach*****@a******.com
Morgan Stanley Wealth Management	30 Burton Hills Blvd Ste 250, Nashville, TN 37215	61566xxxx2	aal*****@m**********.com
Human Interest	655 Montgomery St Ste 1800 San Francisco, CA 94111	85562xxxx4	aar*******@h**********.com			1.6	32			9939	50	10000
Communitas Financial Planning	1305 Franklin St Ste 309 Oakland, CA 94612	41533xxxx6	bil**@x**.com			1	1
MDK Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx3	alb**********@u.com
Gdba Investments	1440 Blake St, Denver, CO 80202	72093xxxx5	all@p***************.com
Kate Wilusz - Ameriprise Financial Services	225 Bush St Ste 1835 San Francisco, CA 94104	41562xxxx5	dns***@a*.com			5	9
Scott Pollak - Ameriprise Financial Advisor	235 Montgomery St Ste 1169 San Francisco, CA 94104	41536xxxx0	dns***@a*.com
Qualified Plan Advisors	First National Bank Building, 6201 College Blvd, Overland Park, KS 66211	80049xxxx6	ajo****@q******************.com
Fidant Wealth Partners - Ameriprise Financial Services, LLC	740 Centre View Blvd Fl 5, Crestview Hills, KY 41017	85934xxxx1	dns***@a*.com	4	4
Ashley Elezi - TD Wealth Relationship Manager	1715 Bedford Ave, Brooklyn, NY 11225	34743xxxx0	abc******@t.com							844911	7256	850000
Ameriprise Financial	5607 Yukon St, Arvada, CO 80002	30322xxxx0	ame****************@a*.com		2
Empirical Wealth Management	333 Bush St Ste 1410 San Francisco, CA 94104	41563xxxx5	a.w*****@e******.net
Kathryn Amenta Money Coach	San Francisco, CA 94109	41551xxxx3	kat**@k**********.com			4.2	23
Edward Jones - Financial Advisor: Andy Hait, AAMS™	101 University Blvd Ste 260, Denver, CO 80206	30339xxxx4	a.j*******@e********.com
Dempsey Lord Smith LLC	320 Piedmont St, Calhoun, GA 30701	70623xxxx5	aar********@d*****.com	5	1
Christian Ofner - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx8	cat***********@r.com							46
SD Mayer & Associates	235 Montgomery St Fl 30 San Francisco, CA 94104	41568xxxx1	abe@s****.com	4	4	2.3	3			241	38	253
Tom Monson - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx2
Wendy Hulse - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx0	cat*********@r.com							12808
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
Babylon Wealth Management	100 Pine St 1250 Ste 1250 San Francisco, CA 94111	41585xxxx1	a*@b**********.com							173		174
Collier Wealth Management	130 Maple Dr, Hendersonville, TN 37075	61559xxxx9	bar@c**********.com										5	1
Mark Wilkins - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx4	mar*******@r.com
Santander Bank	13611 Roosevelt Ave, Flushing, NY 11354	71864xxxx4	pet******@s*****************.com	4.5	12					123871	1083	124000
Ascend Financial Planning and Wealth Management	9330 Lyndon B Johnson Fwy Ste 900, Dallas, Tx 75243 · ~3.2 mi	97223xxxx1	aak*@m**********.com					4.8	138	69540	795	69000
Brad Lipsig - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx2	abc*@u.com
Lula Financial	95 3rd St, Fl 2 San Francisco, CA 94103	71474xxxx0				4.9	38
LTK Certified Public Accountants	160 Willets Point Blvd, Whitestone, NY 11357	71842xxxx4	inf@l*****.com
Wayne Verity - Financial Advisor, Ameriprise Financial Services	9351 Grant St Ste 300, Thornton, CO 80229	30325xxxx7	ada***********@a*.com
Manny Apolonio	100 Bush St Ste 1675 San Francisco, CA 94104	41577xxxx7	c18***************************@s***.wixpress									5000
Pillar6 Advisors	735 Montgomery St Ste 250 San Francisco, CA 94111	87774xxxx6	bi@p****.com
First State Investment Advisors \| Tulsa Financial Advisors	8801 S Yale Ave #410, Tulsa, OK 74137	91849xxxx1	dan*@f**********.com	5	136							10
Frank D. Magri - Wilmington Advisors @ M&T	12 Atlantic Ave, Oceanside, NY 11572	51667xxxx1	adv**@w***************.com							93528	2173	95000
Mary M. Geong, CPA EA MBA	1415 Grand Ave, Piedmont, CA 94610	51065xxxx7				4.9	56
The O'Callaghan Wealth Management Group - UBS Financial Services Inc.	299 Park Ave 26th Fl, New York, NY 10171	21282xxxx6	abc*@u.com
Manhattan Bridge Capital, Inc	60 Cuttermill Rd, Great Neck, NY 11021	51644xxxx0	ass@m*******************.com							1301	41	1200
Anne M. Liang, CPA	5517 Geary Blvd, San Francisco, CA 94121	41575xxxx0	hel@c**************.com		5	3.7	3
Wells Fargo Advisors	355 Plandome Rd, Manhasset, NY 11030	51636xxxx9
Brown & Tedstrom Inc	1700 Broadway Ste 500, Denver, CO 80290	30399xxxx2
Hollenbaugh, Rukeyser, Safro & Williams - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx0	abc*****@u.com
ForFutures Financial Planning - Ameriprise Financial Services, LLC	100 Centre Blvd ste f, Marlton, NJ 08053	85698xxxx3	dns***@a*.com	5	1
Equitable Trust Co	4400 Harding Pike Ste 310, Nashville, TN 37205	61546xxxx0	abi*@e********.com
Walnut Investment Services	1018 8th Ave, Brooklyn, NY 11215	71878xxxx2	anh**@w*******.com
Financial Planning Advisory Group Inc	2425 Sweet Home Rd Ste C, Buffalo, NY 14228	71669xxxx0		5.01
GWS&A - Global Wealth Strategies & Associates	3200 Cherry Creek S Dr # 280, Denver, CO 80209	72042xxxx0	ada@g**.us	5	231
Pinnacle Financial Partners	3823 Cleghorn Ave, Nashville, TN 37215	61574xxxx0	aar*******@p*.com	4.6	11								5	1
Edward Jones - Financial Advisor: Joe Rivello	4005 Broadway Apt 2B, Astoria, NY 11103	71820xxxx6	a.j*******@e********.com							85263
Margaret English	6820 W Princeton Ave, Denver, CO 80235	30379xxxx5	kat*************@l.com
Ameriprise Financial	102 Hazel Path Ste 6b, Hendersonville, TN 37075	61553xxxx5	ame****************@a*.com							132739		134000
Country Financial	4908 Tower Rd, Denver, CO 80249	30348xxxx6	fme**@t*********.com
Dave Rhode - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx5	wms********@r.com							12808
David H. Kobe & Associates	1001 Bayhill Dr Ste 200 San Bruno, CA 94066	65044xxxx6	mag*****@d**.com			2.6	5
San Francisco Federal Credit Union	4375 Geary Blvd, San Francisco, CA 94118	41577xxxx7	adu*************@s************.com	4.4	73	4.1	90
Vincere Wealth Management	201 Spear St Ste 1100 San Francisco, CA 94105	41557xxxx1	con**@a**********.com			5	2
Jim Metcalf - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx4
Ameriprise Financial	2127 Memorial Blvd Ste A, Springfield, TN 37172	61538xxxx6	ame****************@a*.com							132739		134000
U.S. Wealth Management	30 Tower Ln, Avon, CT 06001	86067xxxx5	lmi**@u*********************.com
Financial Consultant Group	23 Center St, Chatham, NJ 07928	97350xxxx0	kgi***@f*********.com
All About Your Taxes	358 El Camino Real, San Bruno, CA 94066	65041xxxx2	akr@a**************.com	5	2	4.9	153
Marco Nunez	6266 Fresh Pond Rd, Ridgewood, NY 11385	64626xxxx3
Charles Schwab	1 Madison Ave, New York, NY 10010	21221xxxx7	aar******@s***.com							646240	193	658000
Ameriprise Financial	119 N Park Ave Ste 307, Rockville Centre, NY 11570	51654xxxx8	ame****************@a*.com
Fidelity Investments	8 Montgomery St, San Francisco, CA 94104	80046xxxx0	a61**@f*****.com	3.3	21	1.6	160			318766
Pittsburgh Financial Planners, Inc.	1195 Washington Pike #100, Bridgeville, PA 15017	41222xxxx0	1a9***********************************@w***************.com	4.714
Clearview Financial Group	131 Saundersville Rd Ste 210, Hendersonville, TN 37075	61582xxxx9
One Financial Services	1605 N Cedar Crest Blvd # 515, Allentown, PA 18104	61043xxxx0	ash*******@o*****************.com	5.02						269		287
Secure Financial Group, Inc.	205 Powell Pl Ste 352, Brentwood, TN 37027	61551xxxx9	adn@s********.com
Ameriprise Financial Advisors	425 Market St Ste 2200 San Francisco, CA 94105	41595xxxx3
HOA Accounting Services	2261 Market St Ste 4100 San Francisco, CA 94114	92533xxxx0	ale****@h***********.com			3.7	15
Diversified Trust Company	3102 W End Ave Ste 600, Nashville, TN 37203	61538xxxx2	aav*@d*************.com
Wilkinson Wealth Management	300 Frank H Ogawa Plz Ste 252 Oakland, CA 94612	51062xxxx0	aly*@s***********.com			5	1
Alec Petty	San Francisco, CA 94104
WiserAdvisor	12150 Monument Dr # 700, Fairfax, VA 22033	70365xxxx0	alb**@w*********.com	5.01						935
Fundamental Wealth Management - Ameriprise Financial Services, LLC	13520 Evening Creek Dr N #110, San Diego, CA 92128	85876xxxx1	dns***@a*.com	5.02
Isaak Bond Investments	600 17th St, Denver, CO 80202	30362xxxx0	dis*@i******.com
Prevail Innovative Wealth Strategies	4745 W 136th St, Leawood, KS 66224	91329xxxx0	ado*@p*******.com	5	7					538	77	623
San Francisco Federal Credit Union	770 Golden Gate Ave, San Francisco, CA 94102	41577xxxx7	con***@s************.com	4.3	454	4.3	507			9797	363	9700
The Bank of Nashville	100 Maple Dr N, Hendersonville, TN 37075	61527xxxx0	amy****@b************.com
Senior Citizen Consultant Inc	709 Clarkson St, Denver, CO 80218	30383xxxx2
Edward Jones - Financial Advisor: Keith C Batchelor	3416 Tom Austin Hwy, Springfield, TN 37172	61538xxxx6	a.j*******@e********.com							87261		99000
Tedstrom Wealth Advisors	1999 Broadway Ste 1415, Denver, CO 80202	30399xxxx4			11
First Investors Corp	7900 E Union Ave Ste 850, Denver, CO 80237	30328xxxx0
Chase Bank	926 Taraval St, San Francisco, CA 94116	41575xxxx1	acc********@c**.com			3.4	18				5
Ameriprise Financial	205 Powell Pl, Brentwood, TN 37027	61531xxxx2	ame****************@a*.com							132825			5	1
KB Financial Advisors	90 New Montgomery St Ste 1001 San Francisco, CA 94105	41590xxxx9	con**@k*******.com			4.4	11			273		273
Silversage Advisors	2502 Beach Head Way Richmond, CA 94804	41538xxxx0	rem*@s***************.com
Fi3 Financial Advisors, LLC	8900 Keystone Crossing Suite 225, Indianapolis, IN 46240	31742xxxx0	idh****@f********.com	5.01
Liberty Hill Investing, LLC	201 Spear St Ste 1100 San Francisco, CA 94105	41542xxxx2				5	4
Gildale Advisors	220 E 42nd St Fl 29, New York, NY 10017	21231xxxx0
Santander Bank	50 Middle Neck Rd, Great Neck, NY 11021	87776xxxx5		3.8	13
First Command Financial Advisor - Devin Statham	3033 S Parker Rd Ste 400, Aurora, CO 80014	30369xxxx9	abe*@f*********.com					5	9	223		307
The Bank of Nashville	2425 Music Valley Dr, Nashville, TN 37214	61527xxxx8	aka****@s****.com
Qianshen Zhou	3819 Main St, Flushing, NY 11354	34721xxxx8	abc******@t.com							842874	7229	848000
Gottlieb Rose Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx7	abc*@u.com
The Police Credit Union	2400 Irving St, San Francisco, CA 94122	80022xxxx1	aar@t********.org	4.6	17	3.5	84			1946
Angela Dumalig Coaching	San Francisco, CA 94118		ang*@a**********.com
Mongiardo Ross F	1305 Franklin Ave, Garden City, NY 11530	51673xxxx9	rmo*****@a***************.com
William Hamel - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx6	rbc*******@r.com
SF Fire Credit Union	3201 California St, San Francisco, CA 94118	41567xxxx0	aay*@s*****.org	3.7	95	3.5	355			1403	525
Edward Jones	25 Century Blvd Ste 607, Nashville, TN 37214	61588xxxx4	a.j*******@e********.com
Jeremy Cantu - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx7	jer*******@r.com
UBS Financial Services Inc	3325 Perimeter Hill Dr, Nashville, TN 37211	61533xxxx0	aar*****@u.com							229155		242000
Peerman Capital Management	3011 Armory Dr, Nashville, TN 37204	61598xxxx0
Mike Koran - Primary Residential Mortgage	1746 18th St, San Francisco, CA 94107	51098xxxx8	kay******@p*****.com	5	117	5	125			70	2	74
Money Concepts	3354 Perimeter Hill Dr, Nashville, TN 37211	61539xxxx8	a@m************.com
Slayton & Associates	5176 Bay Overlook Dr, Hermitage, TN 37076	61588xxxx0
First Command Financial Advisor - Derek Froman	3033 S Parker Rd Ste 400, Aurora, CO 80014	30369xxxx9	djf***@f*********.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
Patelco Credit Union	124 2nd St, San Francisco, CA 94105	80035xxxx8	aab**@p****.org	3.9	46	2.5	180			34555	705	34000
Simon Associates-Professional Fiduciary	San Francisco, CA 94146	41528xxxx3	bsi*@o*******.com			3.7	3
Marc Dynder - Financial Advisor, Ameriprise Financial Services, LLC	100 Queen St, Southington, CT 06489	86042xxxx0	dns***@a*.com
Adam Way	55 Madison St Ste 755, Denver, CO 80206	85523xxxx9
The DeRose Investment Group	1801 California St Ste 3900, Denver, CO 80202	30359xxxx9	der******@r.com							12808
29:11 Financial Planning	5690 Webster St, Arvada, CO 80002	72083xxxx0	Amy@2*******************.com
Financial Planning Group the-Tax & Financial Planning Advisory S	299 Arguello Blvd San Francisco, CA 94118	41575xxxx2
CFP Board	1425 K St NW #800, Washington, DC 20005	20237xxxx0	aam*@c.net	3.3	8					25778	64
BluePrint Financial Services Inc.	6355 Ward Rd Unit 306, Arvada, CO 80004	30342xxxx1											5	1
Mid America Tax Planners	8837 Eastern Ave, Kansas City, MO 64138	81624xxxx7	adm@a***********.com					5	10			274
Fidelity Investments	1130 Franklin Ave, Garden City, NY 11530	80023xxxx7	a61**@f*****.com	4.1	12					323653		343000
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	200 Old Country Rd Ste 240, Mineola, NY 11501	51666xxxx0
Edward Jones	40 Burton Hills Blvd Ste 120, Nashville, TN 37215	61566xxxx9	a.j*******@e********.com	5	1					130		131
Financial Designs Inc	11225 College Blvd # 300, Overland Park, KS 66210	91345xxxx7	agf*@f****************.com
Ameriprise Financial	265 E 66th St, New York, NY 10065	31040xxxx0	ame****************@a*.com							132830
The Woerdeman Financial Group - Ameriprise Financial Services, LLC	12 Mariners Way, Edgartown, MA 02539	50862xxxx7	dns***@a*.com
The Conroy Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx5	alb**********@u.com
Cornerstone Retirement Group	22 Century Blvd Ste 450, Nashville, TN 37214	61539xxxx0
Edward Jones - Financial Advisor: Greg Long	2512 N Mount Juliet Rd, Mount Juliet, TN 37122	61575xxxx0	a.j*******@e********.com							86197		96000
Pamela G Lee, CFP - Pursestrings	2647 21st Ave San Francisco, CA 94116	41575xxxx8	pam@p********************.com
David Molzan - Financial Advisor, Ameriprise Financial Services, LLC	20 Walnut St Ste 318, Wellesley, MA 02481	78123xxxx0	dns***@a*.com	5.017
Redwood Credit Union	1390 Market St, San Francisco, CA 94102	80047xxxx8	aa@r********.org			3.4	108
Prosperity Financial Services	1036 Stearman Dr, White House, TN 37188	61567xxxx6	jim@p*******************.com		2
Stifel Nicolaus & Company Inc	1225 Franklin Ave Ste 150, Garden City, NY 11530	51666xxxx0	abb**@s***.com
Ayuda Financial Services	240 Golden Gate Ave Ste 105 San Francisco, CA 94102	41544xxxx1	afi**************@a***********.com			4.7	15
VitaVie Financial Planning	34 Meadow Dr Mill Valley, CA 94941	41527xxxx3	inf@f*****************.com
Doyle & Associates - Ameriprise Financial Services, LLC	2435 N Central Expy, Ste 915, Richardson, TX 75080 · ~2.4 mi	21438xxxx0	ale***********@a*.com							264	2	269			5
Financial Fitness Center	295 27th St Oakland, CA 94612	51065xxxx4	ann@f********************.com	3.7	3	4.3	20
Davis Financial Services	9330 Lyndon B Johnson Fwy Ste 1020, Dallas, TX 75243 · ~3.2 mi	97223xxxx0	whi**@d****.com
George Lee - Financial Advisor, Ameriprise Financial Services	7979 E Tufts Ave Ste 715, Denver, CO 80237	30368xxxx0	dns***@a*.com
Edward Jones - Financial Advisor: Eric W Jasper, CFP®\|ChFC®	2460 W 26th Ave Ste 20, Denver, CO 80211	30345xxxx5	a.j*******@e********.com
Carmen C Goldsmith - MassMutual	101 Montgomery St Ste 600 San Francisco, CA 94104	41574xxxx2	aan****@f***********.com			5	4
Ameriprise Financial	116 Wilson Pike Cir Ste 209, Brentwood, TN 37027	61537xxxx3	ame****************@a*.com							132825
Jane Financial	Oakland, CA 94577	41541xxxx2	abe***********************************@w***************.com			5	1
Personal Financial Group	7007 College Blvd Suite 270, Overland Park, KS 66211	91345xxxx6	dcl*@p*******************.com	4.52
The Dahlquist Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx2	abc*****@u.com
FORTIFY Private Wealth Management - Ameriprise Financial Services, LLC	1150 Washington Rd, Washington, PA 15301	72491xxxx3	dns***@a*.com	5.01
Retirement Planners of America	3030 Northwest Expy Suite 300, Oklahoma City, OK 73118	40539xxxx0	bi@r*.com	4.9	20
American Express Financial Advisors Inc	30 Burton Hills Blvd, Nashville, TN 37215	61566xxxx9	ame****************@a*.com
Hesson, Robert	35 Executive Park Dr, Hendersonville, TN 37075	61582xxxx0	aar******@c*************.com	4.7	395					171293		163000
Direct Access Financial Corp	370 17th St, Denver, CO 80202	30322xxxx5
Deborah Rolland - Ameriprise Financial Services, LLC	2711 E Texas St, Bossier City, LA 71111	31862xxxx5	dns***@a*.com	4.115
Goldblum Lentz & Co	1660 Lincoln St Ste 2350, Denver, CO 80264	30383xxxx7
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
Albernathy John M	3100 W End Ave Ste 240, Nashville, TN 37203	61524xxxx5
Hanke Wealth Management	100 Bush St Ste 1675 San Francisco, CA 94104	41578xxxx0	c18***************************@s***.wixpress			5	5
Mosher Financial Group	256 Laguna Honda Blvd Ste A San Francisco, CA 94116	41568xxxx0
Stephen Waite - Financial Advisor, Ameriprise Financial Services, LLC	1420 US-206 Ste 130, Bedminster, NJ 07921	90832xxxx9	dns***@a*.com	5.04
Andrew Krantz - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx6	bra*******@r.com							12808
First Command Financial Advisor - Angie Stowell	3033 S Parker Rd Ste 400, Aurora, CO 80014	30369xxxx9	abe*@f*********.com							165		175
Southwestern Investment Services	2451 Atrium Way, Nashville, TN 37214	61539xxxx2
Edward Jones - Financial Advisor: Lyn Williams	7516 Highway 70 S Ste 150, Nashville, TN 37221	61566xxxx7
Edward Jones	6518 Highway 100, Nashville, TN 37205	61535xxxx3	a.j*******@e********.com							84801
Thomas L. Coxhead Investment Group	1801 California St Ste 3900, Denver, CO 80202	30359xxxx2	joh******@c.rbcwealthmanagement
Liet C Han - Financial Advisor, Ameriprise Financial Services, LLC	403 Towne Centre Dr Fl 2nd, Hillsborough Township, NJ 08844	90826xxxx0	dns***@a*.com	5.01
Country Club Trust Company	1 Ward Pkwy #200a, Kansas City, MO 64112	81675xxxx0	con****@c************.com							1174
Edward Jones - Financial Advisor: Brendan Frazier	30 Burton Hills Blvd Ste 130, Nashville, TN 37215	61566xxxx6	a.j*******@e********.com
Santander Bank	717 Manhattan Ave, Brooklyn, NY 11222	87776xxxx5	bra**********@s*****************.com	3.4	10					123845	1085	124000
Autumn S Farrington - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx2
OfficeMax	6940 Dodge St, Omaha, NE 68132	40255xxxx8	aar*******@o********.com	4.1	384					110529	12357	1
Java Wealth Planning	2116 SW Cedar Hill Ln, Lee's Summit, MO 64081	81665xxxx0	mik@j********.com	5	9
Sandifer Investment Group	120 Donelson Pike Ste 202, Nashville, TN 37214	61588xxxx9
RHS Financial	4171 24th St. Suite 101 San Francisco, CA 94114	41549xxxx0	ale@r**********.com			5	1
Alie Olsen - Financial Advisor, Ameriprise Financial Services	260 Josephine St Ste 200, Denver, CO 80206	30368xxxx0	ali*****@a*.com
Areté Wealth Strategists	2120 University Ave Fl 5 Berkeley, CA 94704	88854xxxx0	ash*@a*****.com			5	5
Robert Campbell - Raymond James	4643 S Ulster St Ste 1350, Denver, CO 80237	30320xxxx4	aar**********@r*********.com
Verus Wealth Advisors - Ameriprise Financial Services, LLC	2435 N Central Expy, Ste 870, Richardson, TX 75080 · ~2.4 mi	97239xxxx9	bri***********@a*.com							37	4	39			5
Luis Vazquez	210-212 Prospect Park SW, Brooklyn, NY 11218	64645xxxx8
Ubs Financial Services Inc	1984 Springfield Hwy, Goodlettsville, TN 37072	61585xxxx4	aar*****@u.com
Christina Martin Fuselier - Financial Advisor, Ameriprise Financial Services, LLC	5700 Corporate Dr Ste 600, Pittsburgh, PA 15237	41263xxxx3	dns***@a*.com	5.01
Dmitry Gurvich - TD Wealth Relationship Manager	7801 Queens Blvd, Elmhurst, NY 11373	34785xxxx5	abc******@t.com							843605	7229	849000
Pasha Ghaemi - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx7	rbc*******@r.com
Kyle Kinsinger - Thrivent	3000 Lawrence St, Denver, CO 80205	31474xxxx8	adm@d*********.com	5	22
American Express	402 Bna Dr Ste 303, Nashville, TN 37217	61536xxxx0	aar@a************.com							902346
Norbay Insurance Services	1728 Noriega St San Francisco, CA 94122	41566xxxx0	inf@n*************.com		5	3	3
Moneta Group - Dunston Financial Team	200 Columbine St Ste 220, Denver, CO 80206	72087xxxx9	aba***@m********.com
Edward Jones - Financial Advisor: Vicki L Norman	610 Highway 76, White House, TN 37188	61567xxxx8	a.j*******@e********.com		4					86197		96000
Planners for Financial Success, Len Hempen	8012 NW 76th Terrace, Kansas City, MO 64152	81674xxxx8	gin@p********.com
Bobigan Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21233xxxx0
The Humphreys Group	220 Montgomery St Ste 1850 San Francisco, CA 94104	41592xxxx1	dia@h***********.com							89	2	99
Santander Bank	1298 Fulton St, Brooklyn, NY 11216	34756xxxx0		4.1	8					123845	1085	124000
J2 Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx0	abc*@u.com
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
Marcus Roberts - COUNTRY Financial representative	7979 E Tufts Ave Ste 100, Denver, CO 80237	30337xxxx8	aar******@c*************.com
Havard Financial Group	1600 Stillhouse Hollow Dr, Prosper, TX 75078	21429xxxx3		5.02
Ryan Financial Inc	4725 S Monaco St Ste 350, Denver, CO 80237	30324xxxx8	eri@r**************.com
JMD Financial Partners, LLC	100 Pine St Ste 1250 San Francisco, CA 94111	41572xxxx0	inf@j************.com			5	4
Prof Ehteshamul Haque Financial & Business Planning	7409 37th Ave, Jackson Heights, NY 11372	71863xxxx7	doe@h******.business
Edward Jones - Financial Advisor: Patrick Cross	345 W Portal Ave Ste 100 San Francisco, CA 94127	41566xxxx1	a.j*******@e********.com			4.2	5
Morgan Stanley Smith Barney	1 Sansome St Fl 38 San Francisco, CA 94104	41598xxxx0	a.m*****@m*.com			1.3	11
Wells Fargo Bank	5455 Geary Blvd, San Francisco, CA 94121	41539xxxx5	aar********@w*******.com	3.4	29	2.7	43			154213		11
Wealth Engineers	600 17th St, Denver, CO 80202	30350xxxx5
Elizabeth Polizzi - UBS Financial Services Inc.	1055 Franklin Ave, Garden City, NY 11530	51640xxxx1
Roundleaf - San Jose	2055 Junction Ave Ste 115 San Jose, CA 95131	40891xxxx3	ask@r***********.com	4.8	24	4.7	121			681	28
Lpl Financial	999 18th St Ste 2350, Denver, CO 80202	30329xxxx6	aar******@l.com							20003	207
Mark Anthony Porter - Porter, Ritchie and Associates	44 Montgomery St Ste 3100 San Francisco, CA 94104	41574xxxx6	dns***@a*.com			5	6
Tom Duval - Financial Advisor, Ameriprise Financial Services, LLC	121 Mt Vernon St, Boston, MA 02108	61736xxxx6
The Bank of Nashville	3169 Lebanon Pike, Nashville, TN 37214	61575xxxx0	ale****@b************.com
Planned Financial Services Group Inc	5306 Church Ave, Brooklyn, NY 11203	71849xxxx0	ab@l************.com
Ameriprise Financial	199 Hazel Path, Hendersonville, TN 37075	61553xxxx5	ame****************@a*.com							132739		134000
Edward Jones - Financial Advisor: Sean Wynne	11510 Beach Channel Dr, Rockaway Park, NY 11694	71831xxxx6	a.j*******@e********.com							86197		96000
Moskowitz LLP	201 California St Ste 640 San Francisco, CA 94111	62821xxxx3	afo@m*********.com	4	32	3.6	175			154		179
Ameriprise Financial	233 7th St Ste 304, Garden City, NY 11530	51628xxxx2	ame****************@a*.com
Wells Fargo Advisors	400 S Colorado Blvd, Glendale, CO 80246	30332xxxx0	a-w*************@w***************.com
Gracious Financial Planning	220 Montgomery St San Francisco, CA 94104	41539xxxx6
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
Ron A. Zimmermann - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx1	joh******@c.rbcwealthmanagement
Jacoway, Madison	8055 E Tufts Ave, Denver, CO 80237	30379xxxx5	bri***************@l.com
Santander Bank	300 Jay St, Brooklyn, NY 11201	87776xxxx5	ach@s**********.com
Raymond James	913 Conference Dr, Goodlettsville, TN 37072	61585xxxx0	aar**********@r*********.com							17330
Raymond James Financial	1225 Franklin Ave Ste 345, Garden City, NY 11530	51674xxxx0	aar**********@r*********.com
Embree Joe	4600 S Ulster St, Denver, CO 80237	30330xxxx7
Client Focused Advisors	122 E 42nd St Rm 1903, New York, NY 10168	21257xxxx4	bi@c******************.com
Peter Maroney Jr. - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx6	abc*@u.com
Marco Nunez	9415 Northern Blvd, Jackson Heights, NY 11372	64626xxxx3
Beam Financial Group	San Francisco, CA 94123					5	8
Integrity Retirement Group, LLC	22 Century BLVD Suite 450, Nashville, TN 37214	61572xxxx8
Praxis Advisory Group Inc	5031 S Ulster St Ste 240, Denver, CO 80237	30377xxxx2	and*******@p***********.com
LIVING by Design - Ameriprise Financial Services	2134 Curtis St Ste 301, Denver, CO 80205	72059xxxx7	dns***@a*.com
Morgan Stanley Wealth Management	3102 W End Ave, Nashville, TN 37203	61529xxxx8	acc********@m**********.com
Financial Life Advisors	14607 San Pedro Ave #190, San Antonio, TX 78232	21091xxxx8	adv**@f*******.com	3.5	2
SAS Financial Advisors	582 Market St Ste 1604 San Francisco, CA 94104	41573xxxx2	ala@s********.com			5	2
Ralph Barocas - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx5
Jason Cerniglia - Private Wealth Advisor, Ameriprise Financial Services, LLC	628 Hebron Ave Ste 301, Glastonbury, CT 06033	86043xxxx0	dns***@a*.com	3.76
Provident Credit Union	2250 S Shore Ctr Unit C Alameda, CA 94501	51052xxxx4	aal*****@p********.org	4.1	29	4.1	91
Charles Schwab	201 Columbine St Ste 130, Denver, CO 80206	30378xxxx0	ata******@s***.com							265066	139
Nicole Bailey - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx3
Wealthspan Advisors, LLC	1500 E Beltline Ave SE Suite 200, Grand Rapids, MI 49506	61665xxxx1	c18***************************@s***.wixpress	5.032
Robert S. Fillingham - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx6	rbc*******@r.com
Paul Guinee - Financial Advisor, Ameriprise Financial Services, LLC	175 Derby St Unit 1, Hingham, MA 02043	78174xxxx7	dns***@a*.com	5.01
First Command Financial Advisor - Sandy Wade	3033 S Parker Rd Ste 400, Aurora, CO 80014	30369xxxx9	abe*@f*********.com							123	2	134
Robert Lee Riley	50 California St Fl 15 San Francisco, CA 94105	41530xxxx8	lee@r**************.net	5	2	5	4
Belonging Wealth Management - Fiduciary Financial Advisor	1405 Colony Cir, Longview, TX 75604	90347xxxx4	bra**@b************.com	5	10
Edward Jones - Financial Advisor: Marie L Taylor, AAMS™\|CRPC™	365 Hempstead Ave, West Hempstead, NY 11552	51653xxxx8	a.j*******@e********.com
True Root Financial	San Francisco, CA 94109	41532xxxx2	hel@t**************.com			5	6			342		369
Edelman Financial Engines	3401 W Rock Creek Rd, Norman, OK 73072	83375xxxx3	aar*****@e********************.com	5.04						17723	5	18687
Barry Ringelheim - UBS Financial Services Inc.	1055 Franklin Ave, Garden City, NY 11530	51640xxxx0
Panther Financial Planning	1 Glenn Abbey, Nashville, TN 37215	61550xxxx3	cpa***@p*********************.com
Edward Jones	2548 Memorial Blvd, Springfield, TN 37172	61538xxxx6	a.j*******@e********.com							87261		99000
Michelle Perr - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx1	abc*****@u.com
Teh Financial Coaching	Milpitas, CA 95035	51036xxxx9	acc********@s******.org			4.9	91			774		835
Speer Michael L Rfinancl Planner	30 Burton Hills Blvd, Nashville, TN 37215	61566xxxx4	dns***@a*.com
Steven Vant - Financial Advisor, Ameriprise Financial Services, LLC	3711 Long Beach Blvd #1015, Long Beach, CA 90807	56272xxxx6	dns***@a*.com	4.715
Brian Pomarlen - Financial Advisor, Ameriprise Financial Services, LLC	250 Pehle Ave Ste 500, Saddle Brook, NJ 07663	20122xxxx0	dns***@a*.com	5.04
Williams Jones Wealth Management	717 5th Ave 11th Floor, New York, NY 10022	21293xxxx0	amo@w***********.com	4.8	5
Edward Jones - Financial Advisor: Jilena Y Mok	2000 Van Ness Ave Ste 714 San Francisco, CA 94109	41577xxxx0	a.j*******@e********.com							87586		100000
HarborLight Investments	516 El Cerrito Plz El Cerrito, CA 94530	51055xxxx2	inf@h********************.com			5	1
Buttonwood Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx4	abc*@u.com		2
CSuite Investment	1 Market St Spear Tower Fl 36 San Francisco, CA 94105	41586xxxx1	sam********@c*************.com
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	7516 Highway 70 S Ste 150, Nashville, TN 37221	61566xxxx7	a.j*******@e********.com							117		123
US Financial Services, LLC	375 Passaic Ave #100, Fairfield, NJ 07004	97388xxxx0	ago@u**.com	5	6					299	7
Edward Jones - Financial Advisor: Daniel Jew - Temp. CLOSED	2413 Webb Ave Ste D Alameda, CA 94501	51052xxxx6	a.j*******@e********.com			5	9
Provident Credit Union	701 Sacramento St, San Francisco, CA 94108	41539xxxx2	aal*****@p********.org	4.3	12	4.4	79			5911	89	5800
Ruderman Investment Management	Alameda, CA 94501	51022xxxx5				5	1
http://allsolutionsnetwork.com/NK/NK154581	716 E 23rd St, Brooklyn, NY 11210	71893xxxx0	bru@a****************.com
Wells Fargo Advisors	7375 W 52nd Ave, Arvada, CO 80002	30345xxxx0
Patrick M Duffy, CPA	2546 3rd St Ste 7 San Francisco, CA 94107	41564xxxx8	joh@p*************.com			3.3	12
Rick Wilkins - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx1	mar*******@r.com							12808
Brio Financial Group	19 Sutter St, San Francisco, CA 94104	83362xxxx0	abr**@b***.com			3.5	11
National Financial Services Group	2400 Crestmoor Rd Ste 100, Nashville, TN 37215	61538xxxx1	b-b*@n***************************.com
NBC Securities Inc	3100 W End Ave, Nashville, TN 37203	61530xxxx5	aat****@n**********.com
Christopher Mulanax, CPA	1 Sansome St Ste 3500 San Francisco, CA 94104	41570xxxx0				3.8	10
Green Retirement	909 Marina Village Pkwy Ste 587 Alameda, CA 94501	51063xxxx1	jam@g************.com			5	3
America's Wealth Management Show	13550 W 95th St, Lenexa, KS 66215	91339xxxx0
Steven Weisz - Financial Advisor, Ameriprise Financial Services, LLC	5 E Germantown Pike, Plymouth Meeting, PA 19462	61094xxxx3	dns***@a*.com
Eric Fallon - Financial Advisor, Ameriprise Financial Services, LLC	450 Lexington St Ste 202, Auburndale, MA 02466	61750xxxx7	dns***@a*.com	3.73
Secure Future Investor	Serving theDenver Area	86653xxxx2
Edward Jones	30 Burton Hills Blvd Ste 130, Nashville, TN 37215	61566xxxx4
Stevens Allen	1125 17th St Ste 1600, Denver, CO 80202	30353xxxx0
Carlson Financial	1201 SW Oakley Ave, Topeka, KS 66604	78526xxxx0	aca***@c*************.com	4.2	15					744		797
Open Advisors - San Francisco	44 Montgomery St San Francisco, CA 94104	92565xxxx1	bas****@m***********.com
Rich Chambers, CFP, RLP	1310 Sanchez St San Francisco, CA 94131	65021xxxx8
Edward Jones - Financial Advisor: Tzarina Sherfey	600 N Grant St Ste 625, Denver, CO 80203	30377xxxx4	a.j*******@e********.com
The R.O.W. Group	2020 21st Ave S Ste 200, Nashville, TN 37212	61525xxxx0	adm@t********.com	1	1
Edward Jones	1120 N Lincoln St Ste 101, Denver, CO 80203	30383xxxx1	a.j*******@e********.com
Live Free	San Francisco, CA 94123	41534xxxx2
Matthew Udal - Financial Advisor, Ameriprise Financial Services, LLC	1 Old Mountain Rd, Farmington, CT 06032	86047xxxx4	dns***@a*.com	4.85
Waddell & Reed, Denver Tech Center	4582 S Ulster St Parkway Ste. #103, Denver, CO 80237	30377xxxx1	6d3***********************************@w***************.com
Robert Schneebeck - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx8	rob**************@r.com							46
Wells Fargo Advisors	10 Cadillac Dr Ste 300, Brentwood, TN 37027	61537xxxx0	a-w*************@w***************.com							189231
Raymond James & Associates	401 Franklin Ave Ste 320, Garden City, NY 11530	51634xxxx3
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
The Feldman-Abbott Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx3	alb**********@u.com
Thomas J. McKelvey, CFP - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx3	abc*@u.com
Innovative Financial	355 S Teller St Ste 200, Lakewood, CO 80226	30327xxxx0	aar******@l.com
Edward Foley, CFA, CFP, CEPA - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx9	abc*****@u.com
Robert Rossi, CFP, CIMA - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx6	abc*@u.com
Piper Jaffray	1200 17th St Ste 1250, Denver, CO 80202	30382xxxx5
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
Wells Fargo Advisors	310 S Teller St, Lakewood, CO 80226	30393xxxx5
The Roy/Ghara Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx5	abc*****@u.com
Santander Bank	500 Grand St, New York, NY 10002	87776xxxx5								123797	1095	124000
Garth Fondo - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 Lumber St #204, Hopkinton, MA 01748	50849xxxx1	dns***@a*.com	5.02
Mark Boshoven - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx6	rbc*******@r.com
Capital Management Group	730 17th St Ste 714, Denver, CO 80202	30379xxxx1	and*@c.us
Murray Michael	999 Franklin Ave Ste 204, Garden City, NY 11530	51674xxxx5
U.S. Trust	1581 Franklin Ave, Mineola, NY 11501	51687xxxx0	aar******@s***.com
Peacock Financial	2723 Berrywood Dr, Nashville, TN 37204	61578xxxx0
Edward Jones - Financial Advisor: Erin Williams	740 E Campbell Rd Ste 555, Richardson, TX 75081 · ~1.6 mi	46957xxxx2	a.j*******@e********.com
Matthews Financial & Insurance Solution	240 3rd St Ste 2A Oakland, CA 94607	51022xxxx8	inf@m**.biz			5	3
Sanders Morris Harris Inc	1010 Franklin Ave Rm 303, Garden City, NY 11530	51674xxxx7
Opulus	16 N Franklin St # 302, Doylestown, PA 18901		hel@o***.us	5	23
Santander Bank	998 Franklin Ave, Garden City, NY 11530	87776xxxx5		2.9	21
Peter Llanes - Financial Advisor, Ameriprise Financial Services, LLC	101 W Big Beaver Rd Ste 425, Troy, MI 48084	24892xxxx4	dns***@a*.com	4.25
Troy Evans - Ameriprise Financial Advisor	455 Market St Ste 1480 San Francisco, CA 94105	41577xxxx7	dns***@a*.com
Norris Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx9	alb**********@u.com
Raymond James Financial Services	1105 16th Ave S Ste C, Nashville, TN 37212	61529xxxx9
Kansas City Retirement Planning LLC		91372xxxx7	jhi*@v****.com	5	3
Dmitry Gurvich - TD Wealth Relationship Manager	7355 Grand Ave, Maspeth, NY 11378	34785xxxx5	abc******@t.com							843605	7229	849000
DG Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx9	abc*****@u.com
Balkcom Associates	10639 W Milan Pl, Denver, CO 80235	30398xxxx4	aar*******@b****.com
City National Bank - San Francisco Main	150 California St, San Francisco, CA 94111	41557xxxx0	ale**********@c.com			2.8	6			5371	151	5900
SBVRT	1819 Polk St Ste 251 San Francisco, CA 94109	41571xxxx1				5	1
WealthCrest Financial Services, LLC	7880 Backlick Rd, Springfield, VA 22150	70337xxxx7	gai@w*********.com	4.933
Certified Financial Planners	1700 Broadway Ste 2100, Denver, CO 80290	30383xxxx3	aam*@c.net
Wells Fargo Advisors	3333 S Bannock St, Englewood, CO 80110	72083xxxx7
Rivera Colbert Wealth Management Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx0
Alon Plitt - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx8	ale**@u.com
Simplify Financial Planning	115 Sansome St Ste 200 San Francisco, CA 94104	41526xxxx3	ari**@s**************.com			5	10
Cumberland Trust & Investment Co.	40 Burton Hills Blvd Ste 300, Nashville, TN 37215	61578xxxx0	acr**************@c************.com										3	1
Balanced Financial Planning, Inc.	6701 W 64th St Suite 223, Overland Park, KS 66202	91367xxxx0	d_j*@b*******.com
Cascade Financial Management Inc	950 17th St, Denver, CO 80202	30329xxxx1	bwa**@c********.com
Morgan Stanley Smith Barney	555 California St Fl 35 San Francisco, CA 94104		c_m****@a***.morganstanleyclientserv			2.3	3
Creative Planning	5454 W 110th St, Overland Park, KS 66211	91333xxxx7	a.j****@c*************.com	3.9	56					6345	125	7200
Dennis Daye - Financial Advisor, Ameriprise Financial Services, LLC	731 W Skippack Pike Building 2, Blue Bell, PA 19422	61094xxxx6	dns***@a*.com	5.01
Mariusz Misiec - Financial Advisor, Ameriprise Financial Services, LLC	1427 Spruce St #4, Philadelphia, PA 19102	21554xxxx9		3.65
Win Wealth Management	8055 E Tufts Ave Ste 650, Denver, CO 80237	30322xxxx7
Santander Bank	7581 31st Ave, East Elmhurst, NY 11370	71844xxxx3	aar@s**********.com							123871	1083	124000
Stacy Summers - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx6	rbc*******@r.com
Altum Wealth Advisors	San Francisco, CA 94129	41537xxxx2	inf@a*********.com
Richard Groh, CFP	2 Belvedere Pl Ste 100 Mill Valley, CA 94941	41528xxxx4
Impact Wealth Planners	6800 College Blvd # 630, Overland Park, KS 66211	91328xxxx0	igw*@i*****************.com									93
Edward Jones - Financial Advisor: Michael H Murdock	6518 Highway 100, Nashville, TN 37205	61535xxxx3
Financial Planning Services	275 Battery St Ste 700 San Francisco, CA 94111	41527xxxx7
Nathan Richter - Thrivent	445 Union Blvd Ste 105, Lakewood, CO 80228	21762xxxx5	ada****@t*****.com
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
Cooney Associates	789 N Sherman St Ste 550, Denver, CO 80203	30338xxxx4	and@c***************.com
Dmitry Gurvich - TD Wealth Relationship Manager	765 Manhattan Ave, Brooklyn, NY 11222	34785xxxx5	abc******@t.com							844475	7256	850000
Atlantic Trust	1700 N Lincoln St Ste 2550, Denver, CO 80203	72022xxxx0	a.n****@a**********.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
Diane Bernhard - Financial Advisor, Ameriprise Financial Services, LLC	790 Penllyn Blue Bell Pike Ste 300, Blue Bell, PA 19422	48494xxxx4		5.01
Garden City, NY Branch Office - UBS Financial Services Inc.	1055 Franklin Ave Ste 300, Garden City, NY 11530	51640xxxx0	alb**********@u.com		2
U.S. Bank Branch	443 Castro St, San Francisco, CA 94114	41543xxxx0	aar**********@u***.com	4.4	18	1.7	121			345625	5337	348000
Jones Advisory Group	2951 SW Woodside Dr, Topeka, KS 66614	78521xxxx5	ala*@j**********.net	4.1	9					986
Morgan Stanley Wealth Management	1010 Northern Blvd, Great Neck, NY 11021	51677xxxx0	aar*********@m*********************.com
Joel Rogovin - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx1	abc*****@u.com
EnlightnU Financial	10895 Grandview Dr Suite 360 (3rd Floor, Overland Park, KS 66210	81630xxxx0		5	337
Edward Jones - Financial Advisor: Douglas Brennan	1360 W Campbell Rd Ste 110, Richardson, TX 75080 · ~3.8 mi	46939xxxx9
BOL Global	2830 Geary Blvd, San Francisco, CA 94118	41547xxxx4	bol@b***********.com	4.6	48	4.5	81
Michele Weiss - Northwestern Mutual	600 Montgomery St Ste 1600 Transamerica Pyramid Bldg San Francisco, CA 94111	41544xxxx9	adm*****@c***.com
Santander Bank	1549 Ralph Ave, Brooklyn, NY 11236	87776xxxx5	bra**********@s*****************.com	2.8	4					123845	1085	124000
Mark Johnson - Thrivent	445 Union Blvd Ste 105, Lakewood, CO 80228	30396xxxx5	adm@d*********.com
Wellguard Insurance & Financial	1516 Oak St Ste 218 Alameda, CA 94501	51074xxxx9	inf@w****************.com			5	1
Kohn Ladner Wealth Management Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx9	alb**********@u.com
The Goff Financial Group	11 Greenway Plz #1425, Houston, TX 77046	71385xxxx0	d.m***@g**********.com	5	3							54
Edward Jones - Financial Advisor: Alex Cojocaru	4701 Queens Blvd Ste 208, Sunnyside, NY 11104	71836xxxx6	a.j*******@e********.com							85263
Nepeta Godec - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx2	joh******@c.rbcwealthmanagement
Causey Demgen & Moore Inc.	1801 California St Ste 4650, Denver, CO 80202	30329xxxx9
Fruition Advisors	1159 Keith Ave Berkeley, CA 94708	51050xxxx0	ali*@f*************.com			5	11
Brewster Financial Planning	641 President St, Brooklyn, NY 11215	64624xxxx0	edw**@b*******.com
Daniel Ladner, CPM - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx0	alb**********@u.com
Cynthia Hansen - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx8	cyn*********@r.com							12808
Brett Weaver-Financial Advisor, Ameriprise Financial Services	9351 Grant St Ste 300, Thornton, CO 80229	30325xxxx7	ada***********@a*.com
First Command Financial Advisor - Kevin Heckle	3033 S Parker Rd Ste 400, Aurora, CO 80014	30369xxxx9	ban***@f*********.com							44		48
*ETRADE - Temp. CLOSED**	532 Market St San Francisco, CA 94104	86678xxxx4	adv**********@e***.com			1.3	112			167045
Henry Berkley, CPM, CRPS - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21233xxxx0	abc*****@u.com
Paragon Capital Management	Stuite1401 North Tower 999 18th St #1401, Denver, CO 80202	30329xxxx0	con**@p*************.com
San Francisco Federal Credit Union	2645 Ocean Ave, San Francisco, CA 94132	41577xxxx7	adu*************@s************.com	4.5	115	4.5	124			9800	363	9700
Janet Lin - State Farm Insurance Agent	2190 3rd St, San Francisco, CA 94107	41562xxxx0	jan@i***********.com	5	137	4.8	116	5	12	109	4	114
Founders Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx3	abc*@u.com
Charles Schwab	211 Main St, San Francisco, CA 94105	41566xxxx0	app*****************@s***.com			2.1	146
Vogel Financial Advisors, LLC	2221 Lakeside Blvd, Richardson, TX 75082 · ~1.9 mi	21434xxxx0	mbr***@v******.com												5
Zettergren Financial Group	100 Bluegrass Commons Blvd Ste 2165, Hendersonville, TN 37075	61582xxxx0	al@z******************.com							155		160
Recover Tax	San Francisco, CA 94112	41550xxxx4				4.3	6
Spence Cassidy Wealth Partners	1430 Larimer St Ste 203, Denver, CO 80202	92860xxxx1
Edward Jones - Financial Advisor: Rolland Bravo, AAMS™	113 S 6th St Ste 201, Brooklyn, NY 11249	71838xxxx8	a.j*******@e********.com							11
Schneebeck Hyams Investment Group	1801 California St Ste 3900, Denver, CO 80202	30359xxxx8	rob**************@r.com							46
AJJ Bookkeeping & Tax Services	South San Francisco, CA 94080	65053xxxx8	fin@m*.com			4.7	29
Fidelity	1625 Broadway Ste 110, Denver, CO 80202	30382xxxx6	a61**@f*****.com							320197
Raymond James Financial Services	2525 W End Ave Ste 1400, Nashville, TN 37203	61532xxxx0
Bob Jersin, CFA, CPA, MBA -Jersin Financial Services	931 Hartz Way Ste 120 Danville, CA 94526	92572xxxx0	bob@j**************.com			5	1
Sutro Advisors	San Francisco, CA 94123	41561xxxx6	mxx******@s**********.com			5	1
Edward Jones	174 Saundersville Rd Ste 402, Hendersonville, TN 37075	61582xxxx7	a.j*******@e********.com							339	310	340
Morgan Stanley	855 Franklin Ave, Garden City, NY 11530	51622xxxx3	int********@m**********.com
Park Avenue Institutional Consulting Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21233xxxx8	abc*****@u.com
Ameriprise Financial Advisors	1 Market Street 36th Fl San Francisco, CA 94105	41529xxxx5
Morrow Nancy J	6830 Eastmoor Dr, Denver, CO 80237	30375xxxx7	ame****************@a*.com							132673		134000
TD Ameritrade	525 Market St San Francisco, CA 94105	80066xxxx0	aam*********@t*********.com			1.4	152			393392
Santander Bank	443 Hillside Ave, Williston Park, NY 11596	87776xxxx5	pet***********@s*****************.com	2.9	19					124128	1013	124000
Ameriprise Financial Advisors	44 Montgomery St Ste 4210 San Francisco, CA 94104	41578xxxx8
Provident Credit Union	2171 Junipero Serra Blvd, Suite 150 Daly City, CA 94014	65099xxxx9	aal*****@p********.org			4.4	107
First Colorado Depository Corporation	370 17th St Ste 4500, Denver, CO 80202	30359xxxx0
Charles Schwab	1995 University Ave Ste 100 Berkeley, CA 94704	51066xxxx6	ian*********@s***.com			1.9	21
Golden Gate Insurance	1000 Hampshire St San Francisco, CA 94111	41542xxxx4				5	3
Gary A. Peterson - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx2	rbc*******@r.com
Jason Leberfeld - TD Wealth Relationship Manager	15038 Northern Blvd, Flushing, NY 11354	64639xxxx4	dns***@t***.ca
Harris Rand	261 Madison St, New York, NY 10002	21280xxxx1
Kroeger Financial	3300 Powell Ste G-27 Emeryville, CA 94608	51086xxxx6				3.7	3
Melinda Abood - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx4	alb**********@u.com
Ameriprise Financial	295 Madison Ave, Garden City, NY 11530	51662xxxx0	dns***@a*.com
Sperlinga Advisory	235 E 40th St, New York, NY 10016	21294xxxx0	car**@s**************.com
Jackson Financial Services	4219 Hillsboro Pike, Nashville, TN 37215	61538xxxx0	rob**********@y**.com							179	39	183
Investment Security Group Inc	4900 S Monaco St Ste 300, Denver, CO 80237	30375xxxx8
Marco Nunez	7005 Northern Blvd, Jackson Heights, NY 11372	64626xxxx3
Fidelity Investments	101 University Blvd, Denver, CO 80206	80054xxxx4	a61**@f*****.com
Dmitry Gurvich - TD Wealth Relationship Manager	4101 Queens Blvd, Sunnyside, NY 11104	34785xxxx5	abc******@t.com							844475	7256	850000
SF Fire Credit Union	565 Buckingham Way, San Francisco, CA 94132	41567xxxx0	aay*@s*****.org	4.5	37	3.8	64			1505	526	1500
Trendline Financial Solutions	10 Poplar St, Garden City, NY 11530	51631xxxx0	pet*****@b******.com
Advance Financial	850 S Main St, Ashland City, TN 37015	61524xxxx0	and***********@a****************.com	4.8	161					28722	66	28000
Bosphorus Wealth Management Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx2
American Express Financial Advisors	1399 Franklin Ave Ste 301, Garden City, NY 11530	51674xxxx9	dns***@a*.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
Prosperity Planning, Inc.	1805 NW Platte Rd #100, Kansas City, MO 64150	81658xxxx6	aly*@p******************.com	5	3
Wells Fargo Advisors	1300 S Havana St, Aurora, CO 80012	30375xxxx0			4
Jairath Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx0	abc*****@u.com
Callahan Financial Planning - San Francisco	75 Broadway Ste 202 San Francisco, CA 94111	41579xxxx0	alb*@c*************.com									1000
Ameriprise Financial Advisors	150 Post St Ste 530 San Francisco, CA 94108	41562xxxx3				5	1
Financial Planning Solutions, LLC	134 Rumford Ave #203, Auburndale, MA 02466	61763xxxx8	and*@p********.com	5	2
Union Financial Partners	2001 Union St Ste 540 San Francisco, CA 94123	41556xxxx0	a.t******@u*******.com			3.1	8
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
Ameriprise Financial	1 Burton Hills Blvd Ste 150, Nashville, TN 37215	61523xxxx6	ame****************@a*.com
Peter Borowsky - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx6	abc*****@u.com
First Command District Advisor - John Bennett	3033 S Parker Rd Ste 400, Aurora, CO 80014	30369xxxx9	abe*@f*********.com							72		90
Doleman Wealth Management	621 17th St Ste 1425, Denver, CO 80293	72028xxxx1	e1a***********************************@w***************.com
InVision Capital Advisor	18 Bartol St Ste 1233 San Francisco, CA 94133	65091xxxx8				5	2
Summit Wealth Group	141 Union Blvd Ste 270, Denver, CO 80228	30364xxxx9	abu*******@s**************.com	5	13					4036	4	4000
Santander Bank	3710 Broadway, Long Island City, NY 11103	71827xxxx0	aar@s**********.com							123845	1085	124000
The Lee Accountancy Group	369 13th St Ste 200 Oakland, CA 94612	51083xxxx0	inf@t***************.com			3.9	62
Merrill Lynch Wealth Management	1142 Long Beach Rd, South Hempstead, NY 11550	71822xxxx0	dan*******@w*************.ml
Jake Stewart - State Farm Insurance Agent	821 Folsom Street, Suite 101 San Francisco, CA 94107	41598xxxx3				4.6	43
Balance Financial Planning	5438 Shafter Ave Oakland, CA 94618	51084xxxx2	che*@b******.com			5	2
Edward Jones - Financial Advisor: Michael Weed	750 Old Hickory Blvd Ste 115, Brentwood, TN 37027	61559xxxx0
Grove	San Francisco, CA 94107					4.9	10
Robasciotti & Philipson	870 Market St Ste 1275 San Francisco, CA 94102	41598xxxx0	afs*@r********.com			5	10	5	14			214
Topel & DiStasi Wealth Management	2907 Claremont Ave Ste 111 Berkeley, CA 94705	51089xxxx0	gav@t**.com			5	1
Asset Protection	387 Park Ave S, New York, NY 10016	91721xxxx3											5	13
Fillia Fransisca - State Farm Insurance Agent	2315 Noriega St San Francisco, CA 94122	41566xxxx6	fil*@f***.net	4.9	74	4.7	21
WP Advisors	353 Sacramento St Fl 18 San Francisco, CA 94111	41577xxxx0	inf@w***********.com
Complete Financial	459 Fulton St Ste 203 San Francisco, CA 94102	41520xxxx5	blo@f****.com	5	14	4.3	14
Walter Reinsdorf - Ameriprise Financial Services	311 California St Ste 400 San Francisco, CA 94104	41577xxxx6	dns***@a*.com			5	1
Morgan Stanley	1300 Franklin Ave, Garden City, NY 11530	51624xxxx0	a.c****@p******.com							113380	3086	131000
The Advisory Group of San Francisco	44 Montgomery St Ste 2410 San Francisco, CA 94104	41597xxxx0	ati*@a************.com
Edward Jones	100 Bluegrass Commons Blvd Ste 2170, Hendersonville, TN 37075	61582xxxx7	a.j*******@e********.com							58		60
Wells Fargo Advisors	9000 E Colfax Ave, Aurora, CO 80010	30336xxxx6
Momentous Financial Partners	3608 Steele Blvd #103, Fayetteville, AR 72703		sup**@m***********************.com	4.6	14
Provident Credit Union	450 Golden Gate Ave, 2nd Fl, No 2-0558 San Francisco, CA 94102	41586xxxx9	aal*****@p********.org			4.5	32			5912	89	5800
Bank of America Financial Center	5500 Geary Blvd, San Francisco, CA 94121	41562xxxx1	ahm*****@b*.com	1.8	25	2	44			886838
Edward Jones - Financial Advisor: Matthew Fliss, CFP®	91 Hancock Rd Suite 2, Peterborough, NH 03458	60378xxxx3	a.j*******@e********.com	5	1
Steigerwald, Gordon & Koch Wealth Advisors	893-A Harrison St SE, Leesburg, VA 20175	70377xxxx6	ann@s****************.com							528
Ashford Wealth Advisors - Ameriprise Financial Services, LLC	5 E Germantown Pike, Plymouth Meeting, PA 19462	61083xxxx9	dns***@a*.com	5	1
Ashfield	750 Battery Street San Francisco, CA 94111	41539xxxx7
Robert Mennona - Financial Advisor, Ameriprise Financial Services, LLC	399 Knollwood Rd Ste 212, White Plains, NY 10603	91423xxxx0	dns***@a*.com	5.01
Wells Fargo Advisors	138 Clinton St, New York, NY 10002	21232xxxx5
Value Financial Advisors Inc	9185 E Kenyon Ave, Denver, CO 80237	30377xxxx0	bc@v*******.com
PFM Advisor	3100 W End Ave, Nashville, TN 37203	61529xxxx0	cna@p*******.com
Securities America Inc	7242 Old Harding Pike, Nashville, TN 37221	61566xxxx5	aar******@s**************.com
Kevin Dougherty Financial Planner	247 Merrick Rd, Lynbrook, NY 11563	51679xxxx0
Edward Jones - Financial Advisor: Kevin Commander	3130 Tom Austin Hwy Ste A, Springfield, TN 37172	61538xxxx6	a.j*******@e********.com		65					123		127
Capital Asset Management	410 17th St Ste 100, Denver, CO 80202	30383xxxx0	cam@c*******.net
Fundamental Wealth Management - Ameriprise Financial Services, LLC	4510 Executive Dr Ste P9, San Diego, CA 92121	85876xxxx1	dns***@a*.com
Ameriprise Financial Advisors	115 Sansome St Ste 520 San Francisco, CA 94104	41554xxxx4
Tiffany Groode	Oakland, CA 94612	51096xxxx6	tif**@t**********.com			5	25					123
Dallas Financial Advisors	7616 Lyndon B Johnson Fwy Ste 724, Dallas, TX 75251 · ~4.3 mi	21424xxxx2	bca*@i**********.com												5
The Bank of Nashville	3770 Hillsboro Pike, Nashville, TN 37215	61527xxxx0	ale****@b************.com										4.5	3
Ringelheim Wealth Management Group - UBS Financial Services Inc.	1055 Franklin Ave, Garden City, NY 11530	51640xxxx0
Ameriprise Financial	301 S Perimeter Park Dr Ste 100, Nashville, TN 37211	61578xxxx5	ame****************@a*.com							132825
Jeff Y Wong - Northwestern Mutual	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx5	abb***@n***************.com							178	1038	187
Trident Financial Planning	15 Music Sq W, Nashville, TN 37203	61526xxxx3
Zachary Norman - Financial Advisor, Ameriprise Financial Services, LLC	427 Bedford Rd Ste 110, Pleasantville, NY 10570	91476xxxx0	dns***@a*.com	5	5
Jay Carpenter - Financial Advisor, Ameriprise Financial Services	8181 E Tufts Ave Ste 520, Denver, CO 80237	30340xxxx0	chr*********@a*.com
Ansel & Ness Advisors - UBS Financial Services Inc.	4600 S Ulster St Ste 700, Denver, CO 80237	30326xxxx6	abc*@u.com
Upscale Tax Professionals	1901 Harrison St Ste 1100 Oakland, CA 94612	51077xxxx2	amb@u********************.com			5	5
Gampel, Elaine	370 17th St, Denver, CO 80202	30382xxxx3	abc*@u.com
American Express	7252 Highway 70 S, Nashville, TN 37221	61566xxxx9	aar@a************.com
General Capital Partners	370 17th St, Denver, CO 80202	72020xxxx0	ant@c*********.com
TrigoFi	1012 Torney Ave San Francisco, CA 94129	41532xxxx5	con**@t****.com
Tammy Haygood - UBS Financial Services Inc.	One California St Fl 20 San Francisco, CA 94111	41595xxxx5	aar*****@u.com			5	1
William Farrell - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx2	abc*****@u.com
PNC Private Bank	1144 15th St Ste 3650, Denver, CO 80202	30372xxxx9	aar****@p.com
Edward Jones - Financial Advisor: Jason W Habern, CFP®	801 E Campbell Rd Ste 200, Richardson, TX 75081 · ~1.7 mi	97247xxxx9	a.j*******@e********.com							87261		99000			5	1
James J O'Brien - Financial Advisor, Ameriprise Financial Services	7979 E Tufts Ave Ste 715, Denver, CO 80237	30368xxxx8	bri**********@a*.com
Edward Jones - Financial Advisor: Daniel Finnegan, CFP®	2120 Cornwall Rd Suite 3, Lebanon, PA 17042	71727xxxx7	a.j*******@e********.com	5	2					87323		99000
Lula Financial	66 Franklin St Fl 3 Oakland, CA 94607	41563xxxx7	ami@l***********.com	4.2	19	5	45
ING Financial Partners	505 Montgomery St Fl 11 San Francisco, CA 94111	41552xxxx6
Herrera Financial Services	1370 Valencia St Ste A San Francisco, CA 94110	41569xxxx0				5	1
Golden Gate Financial Partners	580 California St Ste 1200 San Francisco, CA 94104	41539xxxx4	abi@g**********.com
Integrity One Wealth Strategies	7887 E Belleview Ave, Englewood, CO 80111	30368xxxx0	dph@m***********.com
Keith Stechmesser - Thrivent	445 Union Blvd Ste 105, Lakewood, CO 80228	30396xxxx5	adm@d*********.com
Edward Jones - Financial Advisor: Brooke D Thompson	2002 Richard Jones Rd Ste C-202, Nashville, TN 37215	61529xxxx0	a.j*******@e********.com
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Christian Holgard - Thrivent	445 Union Blvd Ste 105, Lakewood, CO 80228	30396xxxx5	adm@d*********.com
Denewiler Capital Management	1600 Stout St, Denver, CO 80202	30383xxxx5	eth@g*********.com
Morgan Stanley	3102 W End Ave, Nashville, TN 37203	61529xxxx3	acc********@m**********.com
John Kamm, Financial Advisor at Linked Investments, Ltd.	387 N Corona St, Denver, CO 80218	84438xxxx6	inf@f*********************.com										5	4
Chad Aaberg - Thrivent	501 S Cherry St Ste 490, Denver, CO 80246	30373xxxx1	adm@d*********.com
Gillingham CPA	545 Market St, San Francisco, CA 94104		abi**@g**********.com	5	23	5	36
Pinnacle Financial Partners	4715 Andrew Jackson Pkwy, Hermitage, TN 37076	61574xxxx0	aar*******@p*.com
Edward Jones - Financial Advisor: Rodney Lockerman	2412 Memorial Blvd, Springfield, TN 37172	61538xxxx0
Robert Gargiulo - Financial Advisor, Ameriprise Financial Services	1979 Marcus Ave Ste 210, New Hyde Park, NY 11042	51625xxxx6	dns***@a*.com
Huvane Wealth Management Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx4	alb**********@u.com	5	1
Private Ocean	140 Geary St Fl 6 San Francisco, CA 94108	41578xxxx2	ang*@p*********.com									124
Dunn Wealth Management Partners - UBS Financial Services Inc.	299 Park Ave 26th Fl, New York, NY 10171	21282xxxx6	abc*@u.com
Divorce Capital Planning	1 Almaden Blvd, Ste 610 San Jose, CA 95113	40899xxxx0	doe***@d*******************.com			5	9
Bruce G Allen Investments	370 17th St, Denver, CO 80202	30359xxxx5	inf@b*****.com
Steven Kranzley - Financial Advisor, Ameriprise Financial Services, LLC	625 Barksdale Rd Ste 105, Newark, DE 19711	30236xxxx8	dns***@a*.com	3.73
Edward Jones	254 Ren Mar Dr, Pleasant View, TN 37146	61524xxxx0
Santander Bank	2259 31st St, Long Island City, NY 11105	71893xxxx0	a.a****@s**********.com							123845	1085	124000
Carson Fong & Associates	950 Stockton St Ste 402 San Francisco, CA 94108	41598xxxx6				4.5	8
Collier Wealth Management Inc	323 W Main St, Hendersonville, TN 37075	61582xxxx3	bar@c**********.com	5	122								5	1
Chris Churchill	101 Montgomery St Ste 600 San Francisco, CA 94104	41587xxxx2	aah***@m*******.com			5	5
361 Capital	4600 S Syracuse St, Denver, CO 80237	86636xxxx0	bri@3*******.com
Aventine Wealth Management	75 Broadway Ste 202 San Francisco, CA 94111	41523xxxx0	aar****@a************.com
Eric Schulze - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx4
Fulton Financial Planning	5068 W Plano Pkwy, Plano, TX 75093	97224xxxx7		5.01
Christen Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC	1000 Germantown Pike STE A1, Plymouth Meeting, PA 19462	61062xxxx8	dns***@a*.com	5.01
Lee Davis - Private Wealth Advisor, Ameriprise Financial Services	7979 E Tufts Ave Ste 715, Denver, CO 80237	30369xxxx7	bri**********@a*.com
Thrivent Financial - San Francisco Group	50 Belcher St San Francisco, CA 94114	41543xxxx0	a.v@t*******.com			3.5	2
Tbh Global Asset Management	2000 Glen Echo Rd Ste 100, Nashville, TN 37215	61529xxxx9	ahi**@t***********.com
Buckingham Strategic Wealth	1601 Wewatta St Ste 875, Denver, CO 80202	30367xxxx7	adm@b**************.com							553	6	649
Axiom Advisory	One Sansome St Ste 3500 San Francisco, CA 94104	41548xxxx1	hel@a**********.com
Li Ping (Kathy) Wang, MetLife	4160 Main St Ste 4160, Flushing, NY 11355	71876xxxx0	a@m******.com					2.3	913	697743	4141	683000
JMR Wealth Management Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx0
Edward Jones - Financial Advisor: Aaron Slate	2354 Highway 41 S Ste O, Greenbrier, TN 37073	61586xxxx2	a.j*******@e********.com	4.9	8					792	17	818
Donna Dougan - TD Wealth Relationship Manager	490 Myrtle Ave, Brooklyn, NY 11205	34743xxxx6	ale**@t.com							844479	7256	850000
Edward Jones - Financial Advisor: Paul W Lam, AAMS™	348 Washington St, Wellesley Hills, MA 02481	78143xxxx0	a.j*******@e********.com	5	1
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
Mid America Tax Planners	6840 W 105th St #101, Overland Park, KS 66212	81624xxxx7	adm@a***********.com	5	112
Allied/cms INC	675 Third Avenue 17th Floor, New York, NY 10017	21231xxxx0	aar********@s****.com							3830		4300
Wells Fargo Advisors	1905 S Wadsworth Blvd, Lakewood, CO 80227	30398xxxx2
Luis Vazquez	269 5th Ave, Brooklyn, NY 11215	64645xxxx8	ash********@t.com							844911	7256	850000
Harness Wealth	32 6th Ave Floor 13, New York, NY 10013	64658xxxx7	adv***@h**********.com	5	6
Tierney Ziebelman - Financial Advisor, Ameriprise Financial Services	2134 Curtis St Ste 301, Denver, CO 80205	72054xxxx5	ann*******@a*.com
Greg Bickle - Thrivent	501 S Cherry St Ste 490, Denver, CO 80246	30373xxxx1	adm@d*********.com
Adam Strickman - Private Wealth Advisor, Ameriprise Financial Services	9351 Grant St Ste 300, Thornton, CO 80229	30325xxxx7	ada***********@a*.com
D. Scott Hallman - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx0	abc*****@u.com
Zuflacht Jared	515 E 72nd St Apt 5D, New York, NY 10021	21238xxxx5
Future U Financial Inc.	110 S Hartford Ave Suite 100, Tulsa, OK 74120	91880xxxx9	dan***@f*************.com	5	15
The Hoffman Rappaport Group - UBS Financial Services Inc.	299 Park Ave 8th Fl, New York, NY 10171	21282xxxx5	abc*****@u.com
Moneta - Dunston Financial Team	1624 Market St Ste 205, Denver, CO 80202	72087xxxx4	aba***@m********.com
Investment Scorecard	601 Grassmere Park Ste 1, Nashville, TN 37211	61583xxxx0	ann*******@i******.com
Ameriprise Financial Services Inc	5607 Yukon St, Arvada, CO 80002	30322xxxx0	dns***@a*.com		2
The Retirement Planning Group	4811 W 136th St, Leawood, KS 66224	91349xxxx8	and********@p****************.com	4.9	84
Kelly McCammon - Debary Partners, L.L.C.	2201 Murfreesboro Pike Bldg A Ste 106, Nashville, TN 37217	91248xxxx0
Michelle Renee Alberda - Ameriprise Financial Services	150 Post St Ste 530 San Francisco, CA 94108	41562xxxx3	dns***@a*.com			4.6	7
Slava Davidoff - TIAA Wealth Management Advisor	1670 Broadway Ste 3300, Denver, CO 80202	80084xxxx9	acc****************@t*.org							90763	497
Five Oceans Advisors		31052xxxx5	chr*******@f***************.com
William Shulack - Financial Advisor, Ameriprise Financial Services, LLC	8008 N High St, Columbus, OH 43235	61431xxxx1		5.01
Sensible Money, LLC	4200 N Marshall Way #2, Scottsdale, AZ 85251	48071xxxx0	amy@s************.com	5	11
Chris Coburn - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx4	rbc*******@r.com
Timberline Group	11246 E Mississippi Ave, Aurora, CO 80012	30368xxxx0		4.5	477
Ameriprise Financial Advisors	455 Market St Ste 1480 San Francisco, CA 94105	41577xxxx6				1.7	23
Perryman Financial Advisory, Inc.	12221 Merit Dr Ste 1660, Dallas, TX 75251 · ~4.4 mi	97277xxxx0	aba**@b*********.com							181	25	185			5	1
Brandon J Miller - Brio Financial Group	333 Bush St Ste 1400 San Francisco, CA 94104	83362xxxx0	abr**@b***.com			5	2
James Engel - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx1	abc*****@u.com
William Thesing - Financial Advisor, Ameriprise Financial Services, LLC	701A NJ-73 #405, Marlton, NJ 08053	85679xxxx0	dns***@a*.com	5.02
Edward Jones - Financial Advisor: Parker T Austin	1628 California St Ste A San Francisco, CA 94109	41540xxxx5	a.j*******@e********.com			5	1			85273
Donna Dougan - TD Wealth Relationship Manager	5801 Myrtle Ave, Ridgewood, NY 11385	34743xxxx6	abc******@t.com							843605	7229	849000
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
Wei Xia	24405 Northern Blvd, Little Neck, NY 11362	64645xxxx1
Maia Wealth	1401 17th St Ste 850, Denver, CO 80237	72064xxxx3	ada@m********.com
Karissa Wong - Ameriprise Financial Advisor	44 Montgomery St Ste 4210 San Francisco, CA 94104	41578xxxx0
WealthNow Advisory Group - Ameriprise Financial Services, LLC	250 Pehle Ave Ste 500, Saddle Brook, NJ 07663	20171xxxx1	dns***@a*.com	5.09
T S G Financial Group	950 Franklin Ave, Garden City, NY 11530	51624xxxx0	awh***@t***.com
Abdelhadi Rami-American Exprss	205 Powell Pl, Brentwood, TN 37027	61584xxxx8	ame****************@a*.com							132825
Elite Financial Group	San Francisco Bay Area, CA 94102	41577xxxx2	dhu*@e*****.com			4.8	5
Mark Jones - Private Wealth Advisor, Ameriprise Financial Services, LLC	835 Straits Turnpike Ste A, Middlebury, CT 06762	80089xxxx5	dns***@a*.com	5.02
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
Bank of America Financial Center	245 Winston Dr, San Francisco, CA 94132	41562xxxx8	ahm*****@b*.com			2	53
American Express	1736 Cumberland Station Blvd, Madison, TN 37115	61540xxxx4	aar@a************.com							906416
Northstar Investment Advisors	700 17th St Ste 2350, Denver, CO 80202	30383xxxx0	bva*****@n************.com
First Command Financial Advisor - Laine Housecowdrey	3033 S Parker Rd Ste 400, Aurora, CO 80014	30369xxxx9	abe*@f*********.com							69		89
Morgan Stanley & Co	101 California St San Francisco, CA 94111					1	2
Arch Investments	3200 W End Ave Ste 500, Nashville, TN 37203	61578xxxx5	agn*****@3*.com
Summit Investment Management	1700 N Lincoln St Ste 2150, Denver, CO 80203	72022xxxx0	aan****@s**************.com
Stewardship Financial Services - Ameriprise Financial Services, LLC	617A Station Ave, Haddon Heights, NJ 08035	85661xxxx4	dns***@a*.com	5.014
Donna Dougan - TD Wealth Relationship Manager	7005 Northern Blvd, Jackson Heights, NY 11372	34743xxxx6	abc******@t.com		15					844911	7256	850000
Edward Jones	102 Glen Oak Blvd Ste 40, Hendersonville, TN 37075	61582xxxx5	a.j*******@e********.com							87261		99000
Ameriprise Financial	1399 Franklin Ave Ste 301, Garden City, NY 11530	51624xxxx0	ame****************@a*.com
Hale James R	11 E 26th St, New York, NY 10010	21294xxxx4
Christopher Detzer	350 Oakland Ave, Oakland, CA 94611	51073xxxx9				4.9	18
Fitch Financial Advisors	2627 Chestnut St San Francisco, CA 94123	41592xxxx9	cla**@f**********.com			3.7	3
Steven Pohle - Financial Advisor, Ameriprise Financial Services, LLC	4550 W 109th St Ste 200, Overland Park, KS 66211	91345xxxx1		5.01
Berit Suba, MBA,CFP	555 California Ste 2300 San Francisco, CA 94104	41539xxxx2				5	1
Equity Group Inc	2021 21st Ave S Ste 434, Nashville, TN 37212	61529xxxx0	ash**@p****************.com
Merrill Lynch Wealth Management	515 E 72nd St, New York, NY 10021	21238xxxx5	aas**********@m.com
Preservation Specialists, LLC	700 Saturn Pkwy, Columbia, SC 29212	80379xxxx8	acc*************@y**.com	5	18					958	14	982
Gerda M. Spears - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx6
Betty Pence - Thrivent	5307 64th St, Maspeth, NY 11378	71860xxxx6	adm@d*********.com
Warren Colbert. Sr., CIMA - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx3
Bridgewater Wealth Management Group	6 Waggener Industrial Ct, Crystal City, MO 63019	63693xxxx3		5.01
U.S. Bank ATM - Metro State College - Central Classroom Building	1006 W 11th Ave, Denver, CO 80204	30397xxxx3
Santander Bank	341 9th St, Brooklyn, NY 11215	87776xxxx5	del*********@s*****************.com							124128	1013	124000
Matthew Monks - Financial Advisor, Ameriprise Financial Services	9351 Grant St Ste 300, Thornton, CO 80229	30325xxxx7	ada***********@a*.com	4	4
Covenant Partners	3811 Bedford Ave Ste 201, Nashville, TN 37215	61566xxxx1	all@c******************.com
Altius Financial	1777 S Harrison St Ste 810, Denver, CO 80210	30358xxxx1	inf@a*************.com
Gerstley Financial Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21233xxxx8	abc*****@u.com
David Newman - Private Wealth Advisor, Ameriprise Financial Services, LLC	6900 Jericho Turnpike Ste 201, Syosset, NY 11791	51673xxxx0	dns***@a*.com	1.917
Denver, CO Private Wealth Management - UBS Financial Services Inc.	370 17th St Ste 4100, Denver, CO 80202	80072xxxx8	abc*****@u.com
American Express Financial Adv	3705 Kipling St Unit 207, Wheat Ridge, CO 80033	30342xxxx4	ame****************@a*.com
AdvisoryHQ	1267 Willis St, Redding, CA 96001		adi@a********.com
American Express Financial Advisors	119 N Park Ave Ste 307, Rockville Centre, NY 11570	51676xxxx1	dns***@a*.com
Wells Fargo Advisors	145 Fulton Ave, Hempstead, NY 11550	51648xxxx8
MDM Wealth Management - UBS Financial Services Inc.	1055 Franklin Ave, Garden City, NY 11530	51640xxxx4
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
SRS Seal Financial	7600 E Eastman Ave Ste 412, Denver, CO 80231	30335xxxx6	gre@s**********.com	5	1
Wells Fargo Advisors	375 Park Ave, New York, NY 10152	21221xxxx0	a-w*************@w***************.com		2
Andrews Financial Planning	228 Windsor River Rd Ste 112 Windsor, CA 95492	70732xxxx3	ka@a***********************.com			5	2
Jay Paul Santangelo - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx3
Jonathan Torop - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx1	abc*****@u.com
O Rear And Associates	205 N Main St, Ashland City, TN 37015	61524xxxx2
The Poppo Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx1	alb**********@u.com
Downtown Denver, CO Branch Office - UBS Financial Services Inc.	370 17th St Ste 4100, Denver, CO 80202	30343xxxx0	abc*****@u.com	5	2
Rockford Financial Planning	1521 Concord Pike Suite 100, Wilmington, DE 19803		28b***********************************@w***************.com	5.015
Santander Bank	190 E 98th St, Brooklyn, NY 11212	71863xxxx0	bra**********@s*****************.com	3.2	26					123845	1085	124000
Gene T. West - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx7	rbc*******@r.com
Brian Meyer - Financial Advisor, Ameriprise Financial Services, LLC	5700 W 112th St Ste 130, Overland Park, KS 66211	91349xxxx0	dns***@a*.com	5.01
Transamerica Corporation	600 Montgomery S Ste 2300 San Francisco, CA 94111					1	11
Artemis Financial Controls	140 E 19th Ave, Denver, CO 80203	30328xxxx8	jpg***@a*******.com
Lord Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx1	abc*****@u.com
Transamerica Capital Inc	4600 S Syracuse St Ste 1100, Denver, CO 80237	72048xxxx0	aar**************@t*********.com
Citi PWM	66 Bayview Ave, Manhasset, NY 11030	51636xxxx3	aak********@c*****.com
Angelica Nelson - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx8
Enrico Lomonaco - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21233xxxx1	abc*****@u.com
BookSoEasy	1459 18th St Ste 246 San Francisco, CA 94107	41524xxxx2	ake@b*******.com			4.7	15
Stacia Schumacher - Financial Advisor, Ameriprise Financial Services	2134 Curtis St Ste 301, Denver, CO 80205	72053xxxx2	ann*******@a*.com
Equitable Advisors	1290 6th Ave, New York, NY 10104	21240xxxx4	aar*******@e******.com	2.4	35					51769		52245
Fidelity Investments	1801 Wewatta St Ste 100, Denver, CO 80202	80054xxxx9	a61**@f*****.com
John Grad - Financial Advisor, Ameriprise Financial Services, LLC	6622 Main St Suite 2, Williamsville, NY 14221	71656xxxx0	dns***@a*.com	5.01
HSG Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx4	abc*****@u.com
David Shnitzer - Financial Advisor, Ameriprise Financial Services, LLC	262 S River Rd Ste 201, Bedford, NH 03110	60360xxxx5	dns***@a*.com	5.03
Samantha N Dinh, CFP - Paragon Financial Planning	550 Park St, Ste 105 Alameda, CA 94501	51022xxxx4	inf@p********.com	5	2	5	46
DFG Financial Group - Ameriprise Financial Services, LLC	2667 Nottingham Way STE 1, Hamilton Township, NJ 08619	60958xxxx0	dns***@a*.com	5.01
Sterne Agee Inc	3100 W End Ave Ste 1090, Nashville, TN 37203	61526xxxx3
San Francisco Associates	847 Sansome St Fl 4 San Francisco, CA 94111	41567xxxx0	abl****@s*********.com			5	2
Scheffler Thomas J Certified Financial Planner	1 Sansome St San Francisco, CA 94104	41595xxxx8
Ameriprise Financial Advisors	111 Pine St Ste 1750 San Francisco, CA 94111	41553xxxx0
Edward Lord - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx3
Harmony Financial Advisory Group - Ameriprise Financial Services, LLC	3600 Shire Blvd, Ste 200, Richardson, TX 75082 · ~3.7 mi	97226xxxx0	bec*********@a*.com							331		323			5
Katy Song Financial Planning	34 Meadow Dr Mill Valley, CA 94941	41527xxxx3	kat@k******.com			5	3					76
Rick Gongorek - Financial Advisor, Ameriprise Financial Services	260 Josephine St Ste 200, Denver, CO 80206	30368xxxx0	bri*********@a*.com
The Santangelo Group	1801 California St Ste 3900, Denver, CO 80202	30359xxxx0
Kristen Wenaas - Private Wealth Advisor, Ameriprise Financial Services	8181 E Tufts Ave Ste 520, Denver, CO 80237	30340xxxx0	dns***@a*.com
Ashley Elezi - TD Wealth Relationship Manager	2063 Ralph Ave, Brooklyn, NY 11234	34743xxxx0	dns***@t***.ca
Merrill Lynch Wealth Management	750 Old Hickory Blvd Ste 262, Brentwood, TN 37027	61537xxxx8	aas**********@m.com
Rubin Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx5	alb**********@u.com
Castellon Professional Services	48 Gold St Ste 200 San Francisco, CA 94133	41565xxxx6	jn@m*********.com			5	9
Santander Bank	85 N 6th St, Brooklyn, NY 11249	87776xxxx5								123965	1045	124000
Navarro & Associates, CPAs, P.C.	6430 S Quebec ST Bldg 6, Centennial, CO 80111	30396xxxx1	arl@b****.com
Joe Wu, CPA	Walnut Creek, CA 94598	92577xxxx9	joe@j*****.com			4.9	31
Affinity Capital Advisors	825 Page St Berkeley, CA 94710	51098xxxx1	con**@a***********.com			5	3
ImpactAdvisor	655 Montgomery St, San Francisco, CA 94111	41542xxxx2	exx******@i**********.com			5	2
The Rosegarten/Rubin Financial Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx5	abc*****@u.com
Jack Venable - Financial Advisor, Ameriprise Financial Services	9351 Grant St Ste 300, Thornton, CO 80229	30325xxxx7	ada***********@a*.com
Brandon Long - Davidson Wealth Management	1550 Market St Ste 300, Denver, CO 80202	30376xxxx9	blo@d**.com
Bank of America Financial Center	1525 Market St, San Francisco, CA 94103	41562xxxx3	ahm*****@b*.com			2.2	73
Dmitry Gurvich - TD Wealth Relationship Manager	2131 46th Ave, Long Island City, NY 11101	34785xxxx5	abc******@t.com							844479	7256	850000
Joanne Jordan - Ameriprise Private Wealth Advisor	44 Montgomery St Ste 4210 San Francisco, CA 94104	41562xxxx2
Sean Sampson, CFP - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx0	abc*****@u.com
Riley Accounting Lee Riley CPA MBA-tax	85 Libertyship Way, Sausalito, CA 94965	41530xxxx8	lee@r**************.net			4.5	8
The Woerdeman Financial Group - Ameriprise Financial Services, LLC	431 Country Club Way Ste 2, Kingston, MA 02364	50883xxxx9	dns***@a*.com	5	1
Jared Lamb - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx3	mar*******@r.com							12808
Office Depot	4201 Main St, Kansas City, MO 64111	81653xxxx0	aar*******@o********.com	3.9	343
Santander Bank	8901 Northern Blvd, Jackson Heights, NY 11372	71844xxxx6	aar@s**********.com	3	22					123871	1083	124000
Modern Family Finance	Oakland, CA 94612	41529xxxx6	hel@g*******.co			5	8			269		273
First Republic Bank	101 Pine St, San Francisco, CA 94111	41526xxxx7	aac********@f**********.com	4	17	3.7	109			89755	260
Santander Bank	893 Flatbush Ave, Brooklyn, NY 11226	71863xxxx2	bra**********@s*****************.com	3.3	15					123845	1085	124000
Jrs Investments Inc	1920 Adelicia St Ste 500, Nashville, TN 37212	61536xxxx0
Excellere Partners	3033 E 1st Ave Ste 700, Denver, CO 80206	30376xxxx0	dke*****@e**************.com										1	1
Alpine Financial Solutions Inc	3600 S Beeler St, Denver, CO 80237	30377xxxx0	phi**@v*****.com
Mark D. Arlen & Associates	8055 E Tufts Ave Ste 1400, Denver, CO 80237	30379xxxx7	cat*******@l.com
Adrienne Ng - State Farm Insurance Agent	1643 Noriega St San Francisco, CA 94122	41529xxxx8				4.3	17
RJ Martin - Romar Wealth Management	600 Grand Ave Ste 301 Oakland, CA 94610	51081xxxx9	aar**********@r*********.com			5	12
James R. Jansson - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx3	joh******@c.rbcwealthmanagement
Edward Jones - Financial Advisor: Charles A Silecchia	53 N Park Ave Ste 43, Rockville Centre, NY 11570	51659xxxx2	a.j*******@e********.com
Claritas Capital	30 Burton Hills Blvd Ste 100, Nashville, TN 37215	61566xxxx0	adu*@c************.com
Edward Jones - Financial Advisor: Robert Stokes	5214 Maryland Way Ste 307, Brentwood, TN 37027	61537xxxx0	a.j*******@e********.com	3.5	2					87308		99000
Curtis Lee - State Farm Insurance Agent	648 Stanyan St, San Francisco, CA 94117	41575xxxx8	cur*@c******.net	4.9	87	4.7	46			70	3
Edward Jones - Financial Advisor: Connor Poettmann	1905 N Sherman St Ste 825, Denver, CO 80203	30383xxxx0	a.j*******@e********.com
Todd Nitsche - COUNTRY Financial Representative	1528 NE 96th St Ste C, Liberty, MO 64068	81640xxxx6	abc*****@c*************.com	5	22
Council Financial & Insurance Services	425 Market St Ste 1600 San Francisco, CA 94105	92587xxxx2	her@c**************.com			5	68					107
Emmanuel A Santos, JD CPA Incorporated	447 Sutter St Ste 714 San Francisco, CA 94108	41536xxxx1	ami******@e****.com			4.4	8			369	53	354
Edward Jones - Financial Advisor: David B Lilienthal, AAMS™\|ADPA™\|CRPC™\|CRPS™	21333 39th Ave, Bayside, NY 11361	71835xxxx1	a.j*******@e********.com
Financial Planning Concepts	301 N Main #140, Wichita, KS 67202	31626xxxx7		5	1
Earned Wealth Advisors - Ameriprise Financial Services, LLC	3600 Minnesota Dr Ste 550, Edina, MN 55435	95230xxxx0	dns***@a*.com	5	1
Gerdine & Associates	P O Box 8622, Denver, CO 80201	30369xxxx2
Embarcadero Financial Group	1 Embarcadero Ctr Ste 1540 San Francisco, CA 94111	41539xxxx0	amy@e*******************.com
Helm Investment Management	1600 Broadway Ste 1400, Denver, CO 80202	30386xxxx5	jmc*****@h*******.com
PUBLIC EMPLOYEES RETIREMENT AS	1301 Pennsylvania Street, Denver, CO 80203	30383xxxx0	aan******@c***.org	3.9	108					12877	53
UBS Financial Services, Inc.	3102 W End Ave Ste 500, Nashville, TN 37203	61575xxxx0
Stephen Baker - Private Wealth Advisor, Ameriprise Financial Services	8181 E Tufts Ave Ste 520, Denver, CO 80237	30340xxxx0	bri**************@a*.com		50
Financial Advisory Corporation	4251 Cascade Rd SE, Grand Rapids, MI 49546	61623xxxx0	ad@f********.com
Santander Bank	2356 Bell Blvd, Bayside, NY 11360	87776xxxx5	pet******@s*****************.com	3	17					124128	1013	124000
Santander Bank	2925 Kings Hwy, Brooklyn, NY 11229	87776xxxx5	bra**********@s*****************.com	3.9	31					124212	968	124000
The Mitchell Wealth Management Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx8	alb**********@u.com
Sarah Walsh - Financial Advisor, Ameriprise Financial Services, LLC	3610 Shire Blvd, Ste 212, Richardson, TX 75082 · ~3.7 mi	97263xxxx2	amy****@a*.com									186
Joel Propst - Raymond James	4251 Kipling St Unit 140, Wheat Ridge, CO 80033	30343xxxx8	aar**********@r*********.com
Jimmy Oldham - Financial Advisor, Ameriprise Financial Services	8181 E Tufts Ave Ste 520, Denver, CO 80237	30340xxxx0	dns***@a*.com
Flex Tax and Consulting Group	1160 Battery St E, Ste 100 San Francisco, CA 94111	41586xxxx8	ale****@f****.com	4.8	53	4.8	151			1171		1100
Wells Fargo Advisors Financial Network	206 7th Ave, Brooklyn, NY 11215	71823xxxx9	hos*****@w*******.com	3.5	18
Dennis L Hulin Financial Planner	30 Burton Hills Blvd, Nashville, TN 37215	61566xxxx9
Wealth by Design	3030 Bridgeway Ste 114 Sausalito, CA 94965	41533xxxx0	bar**@w*****************.com
Schultz Collins	455 Market St Ste 1250 San Francisco, CA 94105	41529xxxx0	bel**@s***********.com			5	1
FP Wealth Management, Inc.	770 N Cotner Blvd # 411, Lincoln, NE 68505	40245xxxx4	ali***@f******.com	5	2							342
ROCKY MOUNTAIN FINANCIAL ADVISORS - Ameriprise Financial Services	260 Josephine St Ste 200, Denver, CO 80206	30368xxxx7	bre***********@a*.com
Baird Robert W	2525 W End Ave, Nashville, TN 37203	61534xxxx0	aac***@r****.com
Scalisi & Bernazzani Financial Services	1635 Irving St, San Francisco, CA 94122	41566xxxx4				5	37
DeRose Financial Planning Group	8755 W Higgins Rd STE 200, Chicago, IL 60631	77386xxxx1	ade**@d******.com	5	23
Thomas Pelley - Financial Advisor, Ameriprise Financial Services, LLC	60 Walnut St #4, Wellesley, MA 02481	61760xxxx6	dns***@a*.com	5.017
Donna Dougan - TD Wealth Relationship Manager	482-484 Bergen St, Brooklyn, NY 11217	34743xxxx6	abc******@t.com							844479	7256	850000
Edward Jones - Financial Advisor: LeErin Leath	610 Highway 76 Ste D, White House, TN 37188	61567xxxx8
Betty Financial	4600 S Syracuse St, Denver, CO 80237	30325xxxx9	ant************@m***********.com
Merrill Lynch	600 California St Fl 8 San Francisco, CA 94108	41595xxxx0				2	6
Aspiriant	50 California St Ste 2600 San Francisco, CA 94111	41537xxxx0	a.m******@a******.com
5280 Financial Group	20361 E 48th Pl, Denver, CO 80249	30337xxxx0	tbo*@5***************.com							315
Michael K White CPA & Associates	1261 Locust St Walnut Creek, CA 94596	92537xxxx3	inf@m**************.com	3.8	5	2.1	7			12	2	23
Ted Kouba - Thrivent	501 S Cherry St Ste 490, Denver, CO 80246	30373xxxx1	adm@d*********.com
Wealth Management Group of North America, LLC	10 Talcott Notch Rd #103, Farmington, CT 06032	86067xxxx5	ala@w***.com	5.01
Edward Jones	2002 Richard Jones Rd Suite C-202, Nashville, TN 37215	61529xxxx0	a.j*******@e********.com							84801
TaxPlus Financial Services	44 Gough St Ste 205 San Francisco, CA 94103	41543xxxx0	inf@t**************.com			3.7	9
Santander Bank	8320 Roosevelt Ave, Jackson Heights, NY 11372	71845xxxx0	aar@s**********.com							123845	1085	124000
Decker Retirement Planning	1 Harbor Dr Ste 300 Sausalito, CA 94965	41552xxxx0	inf@d******.com
Edward Jones - Financial Advisor: Justin Radford	25 Century Blvd Ste 607, Nashville, TN 37214	61588xxxx4
Morgan Stanley Wealth Management	855 Franklin Ave, Garden City, NY 11530	51622xxxx3	int********@m**********.com
Towers Watson Delaware Inc	950 17th St Ste 1400, Denver, CO 80202	30329xxxx8
Luis Vazquez	1715 Bedford Ave, Brooklyn, NY 11225	64645xxxx8
Alex Molina - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx2	alb**********@u.com
Raymond James	1961 Stout St, Denver, CO 80294	30378xxxx8	aar**********@r*********.com							17355
Raymond James Financial Services - Richard Mayer	200 Old Country Rd Ste 400B, Mineola, NY 11501	51674xxxx9
Marc Pasquariello-Williams - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx0	rbc*******@r.com							12808
Peter Timmins - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx5	alb**********@u.com
Snow Creek Wealth Management	905 Harpeth Valley Pl, Nashville, TN 37221	61567xxxx5	aar**********@r*********.com							17341
Lee DeRose - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx9	der******@r.com
Edward Jones - Financial Advisor: J. D. Rottero	3055 Lebanon Pike, Nashville, TN 37214	61588xxxx1	a.j*******@e********.com
Peggy J Rouillier Cfp	7242 Old Harding Pike, Nashville, TN 37221	61566xxxx5
Citibank	245 Market St, San Francisco, CA 94105	41581xxxx9	abb********@c*.com	4.3	25	2.5	18			154291	1843	11
Paul Mulvihill, CRPS, CRPC - UBS Financial Services Inc.	1055 Franklin Ave, Garden City, NY 11530	51640xxxx7
Gregory Simon - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21233xxxx3	abc*****@u.com
Commerce Trust	1225 17th St, Denver, CO 80202	30321xxxx0	ben*****@c*********.com							2635	16
Plan 202	580 California St San Francisco, CA 94104	41593xxxx9				5	1
Adam Koren Financial Coaching	Oakland, CA 94609	54177xxxx2	joh*****@a******.com			5	29
TD Ameritrade	1001 17th St Ste R100, Denver, CO 80202	80066xxxx0	dns***@s***.com
Peninsula Wealth, LLC	350 Townsend St Ste 411 San Francisco, CA 94107	41567xxxx0	a@p**************.com
Western Wealth Solutions Group	1801 California St Ste 3900, Denver, CO 80202	30359xxxx0	bra*******@r.com							12808
Sapphire Wealth Planning LLC	11863 W 112th St Suite 100, Overland Park, KS 66210	91373xxxx7	inv*@s*******************.com	5	1
Robert W Cleland - Financial Advisor, Ameriprise Financial Services, LLC	1999 S Bascom Ave # 700, Campbell, CA 95008	40887xxxx2	dns***@a*.com	5.01
Samir Makar - TD Wealth Relationship Manager	720 Franklin Ave, Franklin Square, NY 11010	63122xxxx4	abc******@t.com							843767	6364	848000
Investment Adviser Association	818 Connecticut Ave NW #600, Washington, DC 20006	20229xxxx2	ala*******@i**************.org	5.01
Wealth Touch	1245 E Colfax Ave, Denver, CO 80218	30383xxxx0	aar@a**************.net
Jeff Stoffer - Terra Blue Wealth Management	3030 Bridgeway San Francisco, CA 94965	41572xxxx7	hel@t********.com			5	5
Northstar Commercial Partners	1999 Broadway Ste 3500, Denver, CO 80202	30389xxxx0	esz*******@v*******.com	3.5	8
Santander Bank	14937 14th Ave, Whitestone, NY 11357	71864xxxx0	aar@s**********.com	2.3	16					123845	1085	124000
Fidus Partners	414 E 52nd St, New York, NY 10022	21275xxxx1	adi*@f**********.com
Embark Financial Advisors - Ameriprise Financial Services, LLC	2221 Lakeside Blvd Ste 1250, Richardson, TX 75082 · ~1.9 mi	21444xxxx8	dns***@a*.com												4
The Wagner Abrams Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx7	abc*@u.com
Portfolio Management Consultants Inc	555 17th St Ste 1400, Denver, CO 80202	30329xxxx7	aar@e******.com
Christine Abbott, CFP - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21262xxxx4	alb**********@u.com
Mission National Bank	3060 16th St, San Francisco, CA 94103	41582xxxx7	all*******@m**.com	3	8	3	10
International Financial Advisory Group Inc	100 Enterprise Dr Suite 301, Rockaway Township, NJ 07866	97339xxxx3	tjo*****@i*******************.com
Bespoke Wealth Advisors	733 Front St Ste 110 San Francisco, CA 94111	88847xxxx3	gra@b******************.com
Wells Fargo Advisors	3432 W BUCKINGHAM RD, GARLAND, TX 75042 · ~2.2 mi	97248xxxx0													2.5	64
AEPG Wealth Strategies	223 Parker Ave, West Hempstead, NY 11552	51631xxxx0	bco**@a*.com
Morgan Stanley	424 E 52nd St, New York, NY 10022	91732xxxx9	aal*****@m**********.com							113327	3090	131000
The Wilkins Investment Group	1801 California St Ste 3900, Denver, CO 80202	30359xxxx5	mar*******@r.com							12808
Armand Minasian, CFP	1001 Bayhill Dr Fl 2 San Bruno, CA 94066	41551xxxx9
Edward Jones - Financial Advisor: Alexander N Thackston	2900 Lebanon Pike Ste 101, Nashville, TN 37214	61588xxxx1
TIAA Financial Services	211 N Broadway #1000, St. Louis, MO 63102	31424xxxx0	a.-***@t*.org	4.01
The Tax Group	4630 Geary Blvd Ste 101 San Francisco, CA 94118	41538xxxx0				3.7	6
Prudent Man Investment Mgmt	1601 Arapahoe St Ste 1300, Denver, CO 80202	30343xxxx7	cjo***@p*******.com
American Express Financial	801 E Campbell Rd, Richardson, TX 75081 · ~1.7 mi	97243xxxx1													5	1
Justin Hunter - COUNTRY Financial Representative	1200 SW State St Suite F, Ankeny, IA 50023	51596xxxx0	abc*****@c*************.com	5	2
First Commercial Bank	3100 W End Ave, Nashville, TN 37203	61569xxxx3
ForgePath Financial Group - Ameriprise Financial Services, LLC	7601 France Ave S Ste 300, Edina, MN 55435	95285xxxx2	dns***@a*.com	5.02
Wootten H E III	3322 W End Ave, Nashville, TN 37203	61538xxxx4	hwo***@a***.com
Mission Financial Planning	5410 W 61st Pl Suite 100, Mission, KS 66205	91394xxxx4	ama*@m*********************.com							144		145
Newcomb Keith	604 Georgetown Dr, Nashville, TN 37205	61535xxxx4	kei*******@f**************.com
Edward Jones	311 E Main St Ste 1, Hendersonville, TN 37075	61582xxxx8	a.j*******@e********.com							87261		99000
PACIFIC CAPITAL	1881 California Ave STE 101, Corona, CA 92881	84477xxxx7	cor@p************.com	5	229
San Mateo Credit Union	415 Westlake Ctr, Daly City, CA 94015	65036xxxx5	aag***@s*.org			4.6	167
Edward Jones - Financial Advisor: Ryan Parkinson	53 N Park Ave Ste 43, Rockville Centre, NY 11570	51659xxxx2
Retirement Resources USA	5370 Chimra Rd, Panora, IA 50216	64175xxxx0	mwo*@b*******.com
Merrill Lynch Wealth Management	345 E Main St, Hendersonville, TN 37075	61544xxxx0	aas**********@m.com
Reed Eisenhauer - Northwestern Mutual	600 Montgomery St San Francisco, CA 94111	50924xxxx3
Edward Jones - Financial Advisor: Peter MacMillan	250 Steele St Ste 208A, Denver, CO 80206	30332xxxx6	a.j*******@e********.com							85274
Ashley Elezi - TD Wealth Relationship Manager	9013 Flatlands Ave, Brooklyn, NY 11236	34743xxxx0	dns***@t***.ca
Wei Xia	7801 Queens Blvd, Elmhurst, NY 11373	64645xxxx1
Roth & Company LLP	1428 36th St Ste 200, Brooklyn, NY 11218	71823xxxx0											5	1
Guide Investment Group	1801 California St Ste 3900, Denver, CO 80202	30359xxxx9	cat*********@r.com							12808
Jordan Norman	3100 W End Ave Ste 350, Nashville, TN 37203	61527xxxx0
Minkoff & Associates - Ameriprise Financial Services	432 Clay St San Francisco, CA 94111	41539xxxx0	dns***@a*.com			5	6
Ameriprise Financial	3993 memorial blvd, Springfield, TN 37172	61538xxxx6	ame****************@a*.com		7					132825		134000
Chase Bank	1811 19th Ave, San Francisco, CA 94122	41575xxxx0	acc********@c**.com	3.6	17	2.7	35			871051	5277
Thomas L Coxhead - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx3	rbc*******@r.com
Scott Huelskamp - Thrivent	501 S Cherry St Ste 490, Denver, CO 80246	30373xxxx1	adm@d*********.com
Alpha Legacy Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx6
Stephen J Croghan - Private Wealth Advisor, Ameriprise Financial Services, LLC	349 NJ-31 Ste 101, Flemington, NJ 08822	90878xxxx2	dns***@a*.com	5.01
Don A. Reixach - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx2	bra*******@r.com							12808
Morgan Stanley Wealth Management	370 17th St Ste 2800, Denver, CO 80202	30357xxxx0	aar*********@m*********************.com
Prime Wealth Management	2936 Domingo Ave Ste 1 Berkeley, CA 94705	51038xxxx9	rpr*@p********.com			5	3			1101		1100
Debra O’Farrell - State Farm Insurance Agent	870 Market St Ste 865 San Francisco, CA 94102	41598xxxx0	bev@s*********.com			4.3	22	5	12	294		289
Edward Jones - Financial Advisor: Guy Ben Ari	1050 Marina Village Pkwy Ste 100 Alameda, CA 94501	51052xxxx9	acc********@e********.com			4.8	15
Beechler Hamlin Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21233xxxx1	abc*****@u.com
Eastern Union Funding Inc	3839 Flatlands Ave Ste 211, Brooklyn, NY 11234	71856xxxx0	a@e********.com
Merrill Lynch Wealth Management	370 17th St Ste 5500, Denver, CO 80202	30344xxxx0	ale********@m.com		4
Chase Bank	2323 Irving St, San Francisco, CA 94122	41575xxxx0	acc********@c**.com	2.5	20	2.7	37			871051	5277
Raymond James	4736 Andrew Jackson Pkwy, Hermitage, TN 37076	61523xxxx8
Ameriprise Financial	30 Burton Hills Blvd, Nashville, TN 37215	61589xxxx4	ame****************@a*.com							132825
Hilliard Lyons	3401 W End Ave Ste 160, Nashville, TN 37203	61529xxxx1
Andy Boshoven - RBC Wealth Management Financial Advisor	5251 Dtc Pkwy Ste 1200, Greenwood Village, CO 80111	30348xxxx1	joh******@c.rbcwealthmanagement
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
GHP Investment Advisors, Inc.	1670 Broadway Ste 3000, Denver, CO 80202	30383xxxx0	ake*******@g**.com							22
Alexander Bijanada - Financial Advisor, Ameriprise Financial Services, LLC	545 Long Wharf Dr #501, New Haven, CT 06511	20328xxxx1	dns***@a*.com
Marcus Leung- MassMutual	101 Montgomery St Ste 600 San Francisco, CA 94104	41574xxxx1	aan****@f***********.com			5	1
Blair Financial Planning	600 S Cherry St Ste 808, Denver, CO 80246	30331xxxx0	a@m************.com
Simple Wealth Planning - CERTIFIED FINANCIAL PLANNER	1520 Clay St Suite F-3, North Kansas City, MO 64116	81686xxxx7	and@s************.com	5	3					307		360
The Halbfinger Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21282xxxx6	ale**@u.com
Foster Manierre - RBC Wealth Management Financial Advisor	1801 California St Ste 3900, Denver, CO 80202	30359xxxx8
Wells Fargo Advisors	143 Union Blvd Ste 1050, Lakewood, CO 80228	30376xxxx0	a.b@w*****************.com							188275		189000
Financial Planning Resources	2250 E 73rd St Suite 650, Tulsa, OK 74136	91849xxxx9	ann*****@l.com							149	24
Strategy Squad	Oakland, CA 94612	88865xxxx3	dia*********@s**********.com			5	1	5	13			143
Sas Financial Advisors	50 California St Ste 1500 San Francisco, CA 94111	65053xxxx2	ala@s********.com
Edward Jones - Financial Advisor: David E Viereck, CFP®\|AAMS™	2696 S Colorado Blvd Ste 585, Denver, CO 80222	30375xxxx9	a.j*******@e********.com
Charles Schwab	106 W Portal Ave, San Francisco, CA 94127	41524xxxx2	jan***@s***.com	4.2	14	2.1	14
Qianshen Zhou	15038 Northern Blvd, Flushing, NY 11354	34721xxxx8
Avantax Wealth Management	3200 Olympus Blvd, Coppell, TX 75019	97287xxxx0	hr@a******.com	2.8	12					7304	227	7400
Edward Jones	247 W Main St Ste L, Hendersonville, TN 37075	61582xxxx8	a.j*******@e********.com							84801