Business List: Wealth Management in United States

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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
Taylor, Lee F	400 W Midland Ave, Woodland Park, CO 80863	71968xxxx1	a.j*******@e********.com
Wealth Management Solutions, LLC	300 N Pottstown Pike Suite 240, Exton, PA 19341	61052xxxx1	awi***@w****.com	3	2
Woram Wealth Management		21429xxxx2
Morgan Stanley	1999 Harrison St Ste 2200 Oakland, CA 94612	51083xxxx0	int********@m**********.com		3	1.8	8
Wells Fargo Advisors	102 S Tejon St Ste 1000, Colorado Springs, CO 80903	71963xxxx0	ali**********@w***************.com							188275		189000
Ekco Tax Services	1929 Irving St Ste 303 San Francisco, CA 94122	41575xxxx2	inf@e*****.com			4.6	20
Innovative Financial Management	3535 American Dr, Colorado Springs, CO 80917	71957xxxx0	ste********@l.com							144		144
Citibank	2198 Chestnut St San Francisco, CA 94123	41581xxxx4	abb********@c*.com			3	25			154190	1818	11
Hanmi Bank	1469 Webster St San Francisco, CA 94115	41574xxxx0	abc*****@h**.com			2.8	6
Kenny Heller	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx3	adm*****@c***.com			5	91			107322	16242	108000
Edward Jones	8840 N Union Blvd, Colorado Springs, CO 80920	71928xxxx3	a.j*******@e********.com
Burwell, Andrew J	121 S Tejon St, Colorado Springs, CO 80903	71957xxxx7	acm*********@m**********.com
VERITY Wealth Advisors	1505 Bridgeway Ste 208 Sausalito, CA 94965	41556xxxx0	chr******@v*********.com
Vanessa Jilot - Terra Blue Wealth Management	3030 Bridgeway Ste 330 Sausalito, CA 94965	41572xxxx7	hel@t********.com			4	5
First Republic Bank	3533 California St, San Francisco, CA 94118	41583xxxx8	aac********@f**********.com	3.9	7	4	24			89729	259
St. Paul Wealth Management Group	400 Robert St N Suite 1400, St Paul, MN 55101	65122xxxx5	rbc*******@r.com							14784		16000
Stifel	102 S Tejon St Ste 700, Colorado Springs, CO 80903	71944xxxx6	abb**@s***.com							4756		5200
Ella Financial Advising	5237 College Ave Oakland, CA 94618	51032xxxx7	ell@e*******************.com			5	2	5	7	64		72
Edward Jones - Financial Advisor: Ryan Plunkett	8840 N Union Blvd, Colorado Springs, CO 80920	71928xxxx3
Credo Wealth Management	1160 Battery St E Ste 100 San Francisco, CA 94111	41536xxxx0	cou*********@c****.com
UMB Bank	101 N Cascade Ave, Colorado Springs, CO 80903	71963xxxx0	abi*********@u.com
Zack Bender - Financial Advisor, Ameriprise Financial Services	201 E Las Animas St Ste 103, Colorado Springs, CO 80903	71926xxxx4	dns***@a*.com
Legacy Wealth Management Inc	7045 Campus Dr Ste 101, Colorado Springs, CO 80920	71938xxxx5	ala@l*********.com
Denver Wealth Management, Inc.	5299 DTC Blvd #1350, Greenwood Village, CO 80111	30326xxxx5	aus*@d*********.com	5	2					329	21	345
Family Wealth Management	9000 Lincoln Dr E Ste 300, Marlton, NJ 08053	85698xxxx2	adm@f*****************.com	5	34
Creative Money LLC	1201 3rd Ave #2200, Seattle, WA 98101	54160xxxx8	doe***@c**********.biz	5	11					2743		2600
Ahmeti Wealth Management	9696 Skillman St, Dallas, TX 75243 · ~29.8 mi	46924xxxx1	jet*@a*********.com
Edward Jones - Financial Advisor: Eddie Calderon, AAMS™\|CRPC™	5037 N Academy Blvd, Colorado Springs, CO 80918	71959xxxx5	a.j*******@e********.com
Edward Jones - Financial Advisor: Michael J Kenyon	8 10th St Ste 922 San Francisco, CA 94103	41561xxxx0	a.j*******@e********.com							87586		100000
UBS Financial Services Inc.	1000 Harbor Blvd, Weehawken, NJ 07086	20135xxxx0	aar*****@u.com	4	20
Verus Wealth Advisors - Ameriprise Financial Services, LLC	2435 N Central Expy, Ste 870, Richardson, TX 75080 · ~32.8 mi	97239xxxx9	bri***********@a*.com												5	40
GS Wealth Management	15443 Knoll Trail Dr, Dallas, TX 75248 · ~37.4 mi	21427xxxx8	inf******@g*********.com												4.5	2
Oasis Investments	1490 Farnham Pt, Colorado Springs, CO 80904	71963xxxx7
First Republic Bank	1088 Stockton St, San Francisco, CA 94108	41583xxxx8	aa@f************.com			4	15
Human Interest	655 Montgomery St, Ste 1800 San Francisco, CA 94111	85562xxxx4	aar@h**********.com			1.4	41			9901	50	10000
Wells Fargo Advisors	15844 Jackson Creek Pkwy, Monument, CO 80132	71948xxxx0
Hager Accounting	315 Montgomery St 10th Floor San Francisco, CA 94104	41574xxxx8	jan***@h************.com	5	9	4.7	14
Badgley Phelps Wealth Managers	U.S. Bank Centre, 1420 5th Ave, Seattle, WA 98101	20662xxxx2	and**@b****.com	3.7	3					240	5	253
Kate Wilusz - Ameriprise Financial Services	225 Bush St Ste 1835 San Francisco, CA 94104	41562xxxx5	dns***@a*.com			5	9
Wells Fargo Advisors	560 Garden Of The Gods Rd, Colorado Springs, CO 80907	71952xxxx5
The Emmerich Group, Inc		95282xxxx0	inf@e***********.com	5	122
K B Investment	6050 Stetson Hills Blvd, Colorado Springs, CO 80923	71959xxxx0	inf*******@u*****.com
HUB International	111 S Tejon St Ste 113, Colorado Springs, CO 80903	71988xxxx0	aar******@h*************.com							15896	827	16000
Wells Fargo Advisors	7473 N Academy Blvd, Colorado Springs, CO 80920	71926xxxx0
MFP Financial Services	335 9th Ave S, Safety Harbor, FL 34695	72744xxxx0	bea*@m*********.com	5	54
CORNERSTONE Comprehensive Wealth Management	9628 Prototype Ct, Reno, NV 89521	77585xxxx3	ana@c*************.com	5	30
Raroque Wealth Management	3755 Balboa St Ste 203 San Francisco, CA 94122	41556xxxx0
Kathryn Amenta Money Coach	San Francisco, CA 94109	41551xxxx3	kat**@k**********.com			4.2	23
RG Investments, No 2, LLLP	4615 Northpark Dr Ste 101, Colorado Springs, CO 80918	71959xxxx0
Edward Jones - Financial Advisor: Brian J Boudreau	640 Southpointe Ct Ste 220, Colorado Springs, CO 80906	71922xxxx0	a.j*******@e********.com							87288		99000
Pann, Scott	102 S Tejon St, Colorado Springs, CO 80903	71938xxxx2
Morgan Stanley	111 S Tejon St Ste 600, Colorado Springs, CO 80903	71963xxxx3
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
Chris Young - Private Wealth Advisor, Ameriprise Financial Services	201 E Las Animas St Ste 103, Colorado Springs, CO 80903	83093xxxx8	chr******@a*.com
Babylon Wealth Management	100 Pine St 1250 Ste 1250 San Francisco, CA 94111	41585xxxx1	a*@b**********.com							173		174
Lula Financial	95 3rd St, Fl 2 San Francisco, CA 94103	71474xxxx0				4.9	38
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
Mary M. Geong, CPA EA MBA	1415 Grand Ave, Piedmont, CA 94610	51065xxxx7				4.9	56
UBS Private Wealth Management	299 Park Ave 26th floor, New York, NY 10171	21282xxxx0	aar*****@u.com	5	1					230188		243000
Marks Wealth Management	1 Park Pl Suite 500, Annapolis, MD 21401	41093xxxx9	c18***************************@s***.wixpress	5	81
Surofchek Chao Martin Group-Morgan Stanley	121 S Tejon St, Colorado Springs, CO 80903	71957xxxx5	int********@m**********.com
Donnie Deyoung - RBC Wealth Management Financial Advisor	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71938xxxx8
Huntley Thatcher Ellsworth	102 S Tejon St Ste 430, Colorado Springs, CO 80903	71921xxxx0
Petra Financial Advisors	2 N Cascade Ave Ste 720, Colorado Springs, CO 80903	71963xxxx0	cha**@p***********.com
Innovative Financial Management	18 N Sierra Madre St Ste F, Colorado Springs, CO 80903	71957xxxx0	ste********@l.com
San Francisco Federal Credit Union	4375 Geary Blvd, San Francisco, CA 94118	41577xxxx7	adu*************@s************.com	4.4	73	4.1	90
Edward Jones - Financial Advisor: Frank Wynne, CPWA®\|AAMS™\|CRPC™	1832 Woodmoor Dr Ste 200, Monument, CO 80132	71948xxxx2	a.j*******@e********.com
Vincere Wealth Management	201 Spear St Ste 1100 San Francisco, CA 94105	41557xxxx1	con**@a**********.com			5	2
Mountain View Investments	8389 Winding Passage Dr, Colorado Springs, CO 80924	71944xxxx6
Money Concepts	1045 Allegheny Dr, Colorado Springs, CO 80919	71959xxxx1	a@m************.com
New Millennium Group - Financial Advisors	10050 State St, Sandy, UT 84070	80144xxxx0	ser**@n***.com	4.8	92
U.S. Wealth Management	30 Tower Ln, Avon, CT 06001	86067xxxx5	lmi**@u*********************.com
All About Your Taxes	358 El Camino Real, San Bruno, CA 94066	65041xxxx2	akr@a**************.com	5	2	4.9	153
Serenity Wealth Management	333 S Wabash Ave UNIT 2700, Chicago, IL 60604	31273xxxx5	2e2***********************************@w***************.com	5	34					98	3	101
Fidelity Investments	8 Montgomery St, San Francisco, CA 94104	80046xxxx0	a61**@f*****.com	3.3	21	1.6	160			318766
Money Concepts	721 N Tejon St, Colorado Springs, CO 80903	71944xxxx2	a@m************.com
Edward Jones - Financial Advisor: Tim Keating, CFP®\|AAMS™	5265 N Academy Blvd Ste 3400, Colorado Springs, CO 80918	71926xxxx3	a.j*******@e********.com
HOA Accounting Services	2261 Market St Ste 4100 San Francisco, CA 94114	92533xxxx0	ale****@h***********.com			3.7	15
Lone Star Investments	3575 Hartsel Dr, Colorado Springs, CO 80920	71996xxxx7	car**@l******.com							419	5	462
Wilkinson Wealth Management	300 Frank H Ogawa Plz Ste 252 Oakland, CA 94612	51062xxxx0	aly*@s***********.com			5	1
Wetzel, Rickie D Agt - Rickie D Wetzel, AGT	731 N Tejon St, Colorado Springs, CO 80903	71933xxxx3
RBC Wealth Management Branch - Seattle	401 Union St Suite 3600, Seattle, WA 98101	20662xxxx0	rbc*******@r.com	3.4	5					14777		16000
Virginia Wealth Management Group, Inc.	4460 Corporation Ln #180, Virginia Beach, VA 23462	75796xxxx3	dew******@v*.net	5	1
Edward Jones - Financial Advisor: Matt Surma, AAMS™	15435 Gleneagle Dr Ste 130, Colorado Springs, CO 80921	71948xxxx7	a.j*******@e********.com
Alec Petty	San Francisco, CA 94104
Financial Advisor: Julian B Heron II	Colorado Springs, CO 80905	71957xxxx3	a.j*******@e********.com
American Express	7475 Wilderness Dr, Colorado Springs, CO 80908	71949xxxx0	aar@a************.com
Beacon Financial Partners	25825 Science Park Dr #110, Cleveland, OH 44122	21691xxxx0	aru*@b***********.com	5	10
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
Wealth Management Services	1404 E Chocolate Ave, Hershey, PA 17033	71753xxxx0	bar**@y***.com	4.2	5
Jack Zales Investment Mgmt	10 Boulder Crescent St, Colorado Springs, CO 80903	71963xxxx1											3	1
Risha Kilaru at OriginPoint	580 California St San Francisco, CA 94104	51020xxxx4	ava@o**********.com			4.8	338	5	14	330	3	365
Congress Wealth Management	155 Seaport Blvd, Boston, MA 02210	61742xxxx0	afr****@c***********.com	3.7	3
Chase Bank	926 Taraval St, San Francisco, CA 94116	41575xxxx1	acc********@c**.com			3.4	18				5
Edward Jones - Financial Advisor: Guy M Harris, AAMS™	816 Village Center Dr, Colorado Springs, CO 80919	71959xxxx0	a.j*******@e********.com
KB Financial Advisors	90 New Montgomery St Ste 1001 San Francisco, CA 94105	41590xxxx9	con**@k*******.com			4.4	11			273		273
FPA Private Wealth Management	5001 Spring Valley Road Suite 1120 E, Dallas, TX 75254 · ~36.9 mi	97223xxxx7	amb@f********.com
Jamie Slaughter at Buckingham Strategic Wealth	8580 Scarborough Dr Ste 145, Colorado Springs, CO 80920	71926xxxx0	adm@b**************.com							553	6	649
First American Financial Co	2728 Thrush Grv, Colorado Springs, CO 80920	71959xxxx4	aal*@f****.com
Liberty Hill Investing, LLC	201 Spear St Ste 1100 San Francisco, CA 94105	41542xxxx2				5	4
American Wealth Advisers	1616 N Litchfield Rd Suite 260, Goodyear, AZ 85395	60244xxxx1	inf@a********************.com	4.4	5
World Financial Group Inc	625 N Cascade Ave, Colorado Springs, CO 80903	71937xxxx8	con**************@t*********.com
Rubicon Alliance	1465 Kelly Johnson Blvd Ste 200, Colorado Springs, CO 80920	71978xxxx1	adm********@r************.com
Dearborn Financial Inc	2661 Thrush Grv, Colorado Springs, CO 80920	71959xxxx4
Kelly Kennedy - Raymond James	540 N Cascade Ave Ste 101, Colorado Springs, CO 80903	71947xxxx8	aar**********@r*********.com									202
Langan Financial Group Retirement & Wealth Management	1863 Center St, Camp Hill, PA 17011	71728xxxx0	dev@l************.com	5	106			5	10	615	16	702
J & J Wealth Advisors	8470 Enterprise Cir Suite 300-F, Lakewood Ranch, FL 34202		adm@j*************.com	5	50
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
SF Fire Credit Union	3201 California St, San Francisco, CA 94118	41567xxxx0	aay*@s*****.org	3.7	95	3.5	355			1403	525
United Wealth Management, LLC	818 Village Rd, Charlottesville, VA 22903	43492xxxx2	ala@u********************.com	5.01
Davinci Financial Planning	5321 Cliff Point Cir W, Colorado Springs, CO 80919	71963xxxx4
Arkenstone Financial	1824 Woodmoor Dr, Monument, CO 80132	71969xxxx5
Edward Jones - Financial Advisor: Dominic J McKenna	887 Island Dr Ste E Alameda, CA 94502	51074xxxx0	a.j*******@e********.com			5	1			87631		100000
Northern Trust	50 S La Salle St, Chicago, IL 60603	31263xxxx0	ams***********@n*.com	3.6	46					8833
Mike Koran - Primary Residential Mortgage	1746 18th St, San Francisco, CA 94107	51098xxxx8	kay******@p*****.com	5	117	5	125			70	2	74
Five Rings Financial	2121 Academy Cir, Colorado Springs, CO 80909	71923xxxx2
Edward Jones - Financial Advisor: Amber L Jack, AAMS™\|CRPC™	16055 Old Forest Pt Ste 100, Monument, CO 80132	71948xxxx3	a.j*******@e********.com
Cetera Advisors	1418 N Tejon St, Colorado Springs, CO 80907	71947xxxx3
Charles Schwab	111 S Tejon St Ste 109, Colorado Springs, CO 80903	71963xxxx6	ask****@s***.com							646273	189	659000
New Horizions Wealth Management LLC	240 Cedar Knolls Rd Ste 306, Cedar Knolls, NJ 07927 · < 1 mi	97354xxxx6	adr********@n****.com												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
Kuttin Wealth Management - Ameriprise Financial Services, LLC	1174 Veterans Memorial Hwy, Hauppauge, NY 11788	63177xxxx5	dns***@a*.com	4.2	5
360 Financial, LLC	625 Market St Fl 4 San Francisco, CA 94105	41559xxxx2	baf***************************@s***.wixpress									24
Ascent Financial	5875 Lehman Dr Ste 200, Colorado Springs, CO 80918	71926xxxx0	dou@a******************.com
Forbes, Lisa, AGT	5755 Mark Dabling Blvd, Colorado Springs, CO 80919	71959xxxx2	ame****************@a*.com
Simon Associates-Professional Fiduciary	San Francisco, CA 94146	41528xxxx3	bsi*@o*******.com			3.7	3
Edward Jones - Financial Advisor: Brady A Pitt, ABFP™	6543 N Academy Blvd, Colorado Springs, CO 80918	71953xxxx4	a.j*******@e********.com
Financial Planning Group the-Tax & Financial Planning Advisory S	299 Arguello Blvd San Francisco, CA 94118	41575xxxx2
I E Investments	86 Talamine Ct, Colorado Springs, CO 80907	71969xxxx5
Flagstar Bank	710 Cheyenne Meadows Rd, Colorado Springs, CO 80906	71930xxxx0
Investment Strategies Inc	18420 W Forest Dr, Monument, CO 80132	71948xxxx2
Springs Wealth Group - Ameriprise Financial Services	201 E Las Animas St Ste 103, Colorado Springs, CO 80903	71926xxxx4	cam********@a*.com
Team Private Wealth Management	7150 Skillman St, Dallas, Tx 75231 · ~30.4 mi	21450xxxx6	you***@t****.com
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
Leap Wealth Management	8604 Greenville Ave Ste A101, Dallas, TX 75243 · ~31.8 mi	21442xxxx1	cin*****@l*******.com												5	4
Securities America Inc	121 S Tejon St Ste 1107, Colorado Springs, CO 80903	71988xxxx7	aad******@s**************.com
Bcg Investments	6780 N Academy Blvd, Colorado Springs, CO 80918	71935xxxx7
Ameriprise Financial	831 N Corona St, Colorado Springs, CO 80903	71952xxxx2	apr*********@a*.com
Bedel Financial Consulting	8940 River Crossing Blvd Suite 120, Indianapolis, IN 46240	31784xxxx8	aad*@b***********.com	5	45					508	21
Patpatia & Associates	1803 6th St Berkeley, CA 94710	51055xxxx0
Thomas L Castle Inc	4105 Mcpherson Ave, Colorado Springs, CO 80909	71959xxxx6	and*@c********.com
Edward Jones - Financial Advisor: Bob Gibson	3604 Hartsel Dr, Colorado Springs, CO 80920	71926xxxx6	a.j*******@e********.com
Black Brook Wealth Advisors	90 E Halsey Rd Ste 104, Parsippany, NJ 07054 · ~2.7 mi	97392xxxx5	ant**********@w***************.com									2			5	1
Mitlin Financial, Inc.	140 Adams Ave Suite B-12, Hauppauge, NY 11788	63195xxxxxxx2	ca@m**************.com	5	19
Kurt White - Financial Advisor	1485 Kelly Johnson Blvd, Colorado Springs, CO 80920	71926xxxx1	aad*@s**.org
Pamela G Lee, CFP - Pursestrings	2647 21st Ave San Francisco, CA 94116	41575xxxx8	pam@p********************.com
Redwood Credit Union	1390 Market St, San Francisco, CA 94102	80047xxxx8	aa@r********.org			3.4	108
Carnick & Kubik	675 Southpointe Ct Ste 102, Colorado Springs, CO 80906	71957xxxx0	bi@c****.com
Young, Jane M	7025 Tall Oak Dr Ste 210, Colorado Springs, CO 80919	71926xxxx0
Ayuda Financial Services	240 Golden Gate Ave Ste 105 San Francisco, CA 94102	41544xxxx1	afi**************@a***********.com			4.7	15
Forthright Capital Partners	7251 W Lake Mead Blvd #300, Las Vegas, NV 89128	72571xxxx3	adm@f**********.com	4.9	969
Mercer Advisors Wealth Management	4851 Lyndon B Johnson Fwy Ste 700, Dallas, TX 75244 · ~36.6 mi	87779xxxx7	aar******@m***********.com
Pathway Advisors Group	5025 Boardwalk Dr, Colorado Springs, CO 80919	71926xxxx4	dav@f*****.com
Ameriprise Financial	1465 Kelly Johnson Blvd Ste 220, Colorado Springs, CO 80920	71952xxxx0	ame****************@a*.com
Yardley Wealth Management, LLC	37 S Main St, Yardley, PA 19067	26757xxxx9	con**@y**********.net	4.9	42					180	7
Sovereign Wealth Management	333 Bush St San Francisco, CA 94104	41569xxxx6
Carmen C Goldsmith - MassMutual	101 Montgomery St Ste 600 San Francisco, CA 94104	41574xxxx2	aan****@f***********.com			5	4
Usaa	8261 Caravel Dr, Colorado Springs, CO 80920	21045xxxx0	aar******@u*.com
Willis Johnson & Associates	5847 San Felipe St #1500, Houston, TX 77057	71343xxxx0	aca***@w***************.com	5	15
Bennett and Co Advisors	731 N Tejon St, Colorado Springs, CO 80903	71957xxxx9
Edward Jones - Financial Advisor: Jason A. Russell	5330 College Ave Ste 230 Oakland, CA 94618	51084xxxx2	a.j*******@e********.com			5	1			87631		100000
Astor Financial Group	38 Miller Ave Ste 200 Mill Valley, CA 94941	41554xxxx9	cc@a******.com			5	1					115
Forest Hills Investment Co Inc	2524 W Colorado Ave, Colorado Springs, CO 80904	71963xxxx6
Convergent Financial Group	3850 Bessemer Rd, Mt Pleasant, SC 29466	84397xxxx2	kel***@c*********.com	5	20
Harbor Wealth Management	1909 26th St #1a, Boulder, CO 80302	30393xxxx8	den*@h********************.com	5.01
Todd Temple - Northwestern Mutual	111 Sutter St Ste 1800 San Francisco, CA 94104	41573xxxx4	tod*******@n.com			4.5	2
Millennial Wealth Management	2095 W 6th Ave Ste 112, Broomfield, CO 80020	30357xxxx5	ada@m************************.com	5	4
Crosswinds Wealth Management of Raymond James	111 S Tejon St Ste 701, Colorado Springs, CO 80903	71920xxxx9	aar**********@r*********.com
Charles Schwab	3478 California St Ste 100 San Francisco, CA 94118	41544xxxx0	jan***@s***.com	3.3	9	2.1	14			646273	189	659000
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
Raymond James Financial Services	421 N Tejon St Ste 100, Colorado Springs, CO 80903	71930xxxx3
Valecka Wealth Management	16610 Dallas Pkwy Ste 1250, Dallas, TX 75248 · ~37.8 mi	97289xxxx9	cli*@v********.com					5	10	69	2	71
Capable Wealth	150 State St 4th floor, Albany, NY 12207	51829xxxx3	inf@c***********.com	5	42
W Wealth Advisors - Gilbert Office	2200 E Williams Field Rd #200, Gilbert, AZ 85295	48033xxxx3	rw@w**************.com	5	1
Season Investments	620 N Tejon St Ste 202, Colorado Springs, CO 80903	71952xxxx0	inf@s***************.com
Journey Wealth Management	244 Justin Rd, Murphy, TX 75094 · ~30.3 mi	97242xxxx9	dom***********@l.com													2
WMPLAINC - Wealth Management Firm Los Angeles	15760 Ventura Blvd # 700, Encino, CA 91436	84424xxxx3	atu***@w*****.com	5	1			5	5	50		52
Kopper W Bruce Investment Counseling	102 N Cascade Ave, Colorado Springs, CO 80903	71957xxxx0
Et Investments	Woodland Park, CO 80863	71935xxxx2
Syntal Capital Partners	121 S Tejon St Ste 202, Colorado Spgs, CO 80903	71988xxxx4	ash**********@s***.com
Laird Norton Wealth Management	801 2nd Ave Suite 1600, Seattle, WA 98104	20646xxxx0	ala@l**********.com	4.8	4					255	35
RHS Financial	4171 24th St. Suite 101 San Francisco, CA 94114	41549xxxx0	ale@r**********.com			5	1
Areté Wealth Strategists	2120 University Ave Fl 5 Berkeley, CA 94704	88854xxxx0	ash*@a*****.com			5	5
Edward Jones - Financial Advisor: Matthew T Mierzycki	1569 Sloat Blvd Ste 312 San Francisco, CA 94132	41550xxxx8	a.j*******@e********.com
Morgan Stanley Wealth Management	111 S Tejon St Ste 500, Colorado Springs, CO 80903	71947xxxx4	aar*********@m*********************.com
Williams Financial Group	800 E 101st Terrace #210, Kansas City, MO 64131	85593xxxx2	inf@w******************.com	4.8	37			5	16	1334	5	1400
The Tiemens Group-Morgan Stanley	121 S Tejon St, Colorado Springs, CO 80903	71957xxxx2	int********@m**********.com
Tin Cup Investments	15816 Wildhaven Ln, Colorado Springs, CO 80921	71948xxxx7
Edward Jones - Financial Advisor: Brad Helton	2950 Professional Pl Ste 205, Colorado Springs, CO 80904	71947xxxx4	abc*****@e********.com
Ryan Halvorson-Morgan Stanley	121 S Tejon St, Colorado Springs, CO 80903	71947xxxx4	acm*********@m**********.com
Michael T. Collins - UBS Financial Services Inc.	90 S Cascade Ave Ste 930, Colorado Springs, CO 80903	71952xxxx8	alb**********@u.com
The Humphreys Group	220 Montgomery St Ste 1850 San Francisco, CA 94104	41592xxxx1	dia@h***********.com							89	2	99
Resource Land Holdings	619 N Cascade Ave Ste 201, Colorado Springs, CO 80903	71963xxxx5	aar*******@r*******.com
Mutual of Omaha® Advisors - Colorado Springs	8610 Explorer Dr Unit 100, Colorado Springs, CO 80920	71953xxxx0	abc*@m**********.com
IFC Asset Management Company	2121 Pennsylvania Avenue NW, Washington, DC 20433	20247xxxx5	amc*******@i.org
Pixel Financial Planning	201 Spear St Ste 1100 San Francisco, CA 94105	41589xxxx0	c90***********************************@w***************.com		4	5	19
RBC Wealth Management	4 Gatehall Dr Ste 3a, Parsippany, NJ 07054 · ~1.8 mi	80063xxxx4	cli********@r.com
Edward Jones - Financial Advisor: Mark T Hegland	1875 Lombard St, San Francisco, CA 94123	41544xxxx0	a.j*******@e********.com			4.7	11			87288		99000
Granite Bay Wealth Management	22 Deer St # 200, Portsmouth, NH 03801	60361xxxx1	aro***@g*********.com	5	37
Bellew Wealth Management Group	53 State St Suite 3600, Boston, MA 02109	61772xxxx6	wms********@r.com							14811		16000
Alpers & Associates Inc	PO Box 644, Monument, CO 80132	71949xxxx3	bri@a************.com
Lisa Forbes - Financial Advisor, Ameriprise Financial Services	7035 Campus Dr Ste 801, Colorado Springs, CO 80920	71965xxxx7	dns***@a*.com
JMD Financial Partners, LLC	100 Pine St Ste 1250 San Francisco, CA 94111	41572xxxx0	inf@j************.com			5	4
First Affirmative Financial Network	5475 Mark Dabling Blvd Ste 108, Colorado Springs, CO 80918	71963xxxx5	and*****@f*************.com
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
Palisade Financial	4801 Harbord Dr Oakland, CA 94618	41520xxxx9	dav@p**************.com			5	6
Lane Hipple Wealth Management Group	155 E 3rd St, Moorestown, NJ 08057	85639xxxx1	and@l********.com	5	49
Capstone Investment Financial Group	615 N Nevada Ave Ste 1, Colorado Springs, CO 80903	71947xxxx3	csa@c***********.com
Wells Fargo Bank	5455 Geary Blvd, San Francisco, CA 94121	41539xxxx5	aar********@w*******.com	3.4	29	2.7	43			154213		11
Edward Jones - Financial Advisor: Joseph Locke	1125 Kelly Johnson Blvd Ste 241, Colorado Springs, CO 80920	71930xxxx1	aar*******@e********.com									39
Northgate Investment Group	13934 Voyager Pkwy, Colorado Springs, CO 80921	71962xxxx0
Roundleaf - San Jose	2055 Junction Ave Ste 115 San Jose, CA 95131	40891xxxx3	ask@r***********.com	4.8	24	4.7	121			681	28
Mark Anthony Porter - Porter, Ritchie and Associates	44 Montgomery St Ste 3100 San Francisco, CA 94104	41574xxxx6	dns***@a*.com			5	6
RBC Wealth Management	2 Embarcadero Ctr San Francisco, CA 94111	41563xxxx0	cli********@r.com
Mellon Private Wealth Management	525 Market St San Francisco, CA 94105	41595xxxx0
Athena Capital Management Corporation	370 Waco Ct, Colorado Springs, CO 80919	71976xxxx8
Edward Jones - Financial Advisor: Bob Gibson	9362 Grand Cordera Pkwy Ste 220, Colorado Springs, CO 80924	71949xxxx1	abc*****@e********.com							87288		99000
Moskowitz LLP	201 California St Ste 640 San Francisco, CA 94111	62821xxxx3	afo@m*********.com	4	32	3.6	175			154		179
Tonk, David	121 S Tejon St, Colorado Springs, CO 80903	71947xxxx6	acm*********@m**********.com
UMB Bank	290 E Cheyenne Mountain Blvd, Colorado Springs, CO 80906	71954xxxx0	a.r***@u.com
Beam Financial Group	San Francisco, CA 94123					5	8
Morgan Jones Financial Services	5376 Tomah Dr Ste 201, Colorado Springs, CO 80918	71923xxxx4
Right Course Wealth Management	12325 Oracle Blvd Ste 121, Colorado Springs, CO 80921	71953xxxx0
Morgan Stanley Smith Barney	121 S Tejon St Ste 700, Colorado Springs, CO 80903	71963xxxx3	int********@m**********.com
SAS Financial Advisors	582 Market St Ste 1604 San Francisco, CA 94104	41573xxxx2	ala@s********.com			5	2
Demmon Gann Group Inc	2925 Professional Pl Ste 101, Colorado Springs, CO 80904	71932xxxx0
Roberta Daugherty - Financial Advisor, Ameriprise Financial Services	1910 Vindicator Dr Ste 104, Colorado Springs, CO 80919	71952xxxx2	apr*********@a*.com
QND Investment Co	2140 Academy Cir, Colorado Springs, CO 80909	71959xxxx7
Wealth Management Institute	3534 Urbana Pike UNIT E, Frederick, MD 21704	30192xxxx6	aly****@w****************.com	5	1
Statera Wealth Management	912 W 1600 S # B201, St. George, UT 84770	43567xxxx0	adv***@s**********.com	5	5
Abmeyer Wealth Management	5001 Spring Valley Road Suite 810 W, Dallas, TX 75244 · ~36.9 mi	21454xxxx0	ali*@a**********.com
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
Investment Trust Co	7350 Campus Dr, Colorado Springs, CO 80920	71963xxxx7	cas*******@i************.com
Bank of America Merrill Lynch	1100 American Blvd, Pennington, NJ 08534			3.7	22
True Root Financial	San Francisco, CA 94109	41532xxxx2	hel@t**************.com			5	6			342		369
Biehl, Mike	2950 Professional Pl, Colorado Springs, CO 80904	71939xxxx1	a.j*******@e********.com
Financial Advisors U.S. Bancorp Investments	1125 Garden Of The Gods Rd, Colorado Springs, CO 80907	71926xxxx2	aar**********@u***.com							345625	5337	348000
Naylor & Company Investments	580 California St Fl 12 San Francisco, CA 94104	41574xxxx0	dd0***************************@s***.wixpress
Darrin A. Santos, CFP®-FSI Wealth	1455 Frazee Rd Ste. 804-A, San Diego, CA 92108	61968xxxx4	dar*@f******.net	5	35					248	19	250
RBC Wealth Management	111 S Tejon St Ste 200, Colorado Springs, CO 80903	71947xxxx0	rbc*******@r.com
Addison Avenue	5725 Mark Dabling Blvd, Colorado Springs, CO 80919	71946xxxx2	aar**********@r*********.com
Pwr Associates	PO Box 25849, Colorado Springs, CO 80936	71959xxxx0
Douglas Investments	4615 Granby Cir, Colorado Springs, CO 80919	71926xxxx5
Teh Financial Coaching	Milpitas, CA 95035	51036xxxx9	acc********@s******.org			4.9	91			774		835
Edward Jones - Financial Advisor: Jilena Y Mok	2000 Van Ness Ave Ste 714 San Francisco, CA 94109	41577xxxx0	a.j*******@e********.com							87586		100000
CSuite Investment	1 Market St Spear Tower Fl 36 San Francisco, CA 94105	41586xxxx1	sam********@c*************.com
Addison Avenue Investment Services	5725 Mark Dabling Blvd Ste 140, Colorado Springs, CO 80919	71954xxxx2	aar**********@r*********.com
The Wealth Management Group	751 Cool Springs Blvd STE 100, Franklin, TN 37067	61577xxxx0	dat***************@i**.de	4.632
Ruderman Investment Management	Alameda, CA 94501	51022xxxx5				5	1
The Brown Wealth Management Team - UBS Financial Services Inc.	90 S Cascade Ave Ste 930, Colorado Springs, CO 80903	71952xxxx1	abc*@u.com
Wealth MD		81354xxxx3
Pearl Wealth Group	3905 Tampa Rd Unit 26, Oldsmar, FL 34677	81380xxxx0	inf@p**************.com	5	46
Managed Wealth Financial	10653 S River Front Pkwy #100, South Jordan, UT 84095	80156xxxx8	ada@m*******************.com	4.2	23
Plumer Investments	13736 Sand Cherry Pl, Colorado Springs, CO 80921	71948xxxx4
Asset Architects LLC	1755 Telstar Dr Ste 300, Colorado Springs, CO 80920	71927xxxx9	gre*******@l.com									93
Brio Financial Group	19 Sutter St, San Francisco, CA 94104	83362xxxx0	abr**@b***.com			3.5	11
Paul Daniel Franco - Private Wealth Advisor, Ameriprise Financial Services	1910 Vindicator Dr Ste 104, Colorado Springs, CO 80919	71952xxxx2	apr*********@a*.com
Oliver Investment Banking	100 E Saint Vrain St, Colorado Springs, CO 80903	71947xxxx7	bi@o******.com
Secure Future Investor	Serving theUnited States Air Force Acad Area	86653xxxx2
Legacy One Financial - Gaea D Verneris	965 E Main St, Ventura, CA 93001	80533xxxx0	eri******@l**********.com	5	24					187		195
Frezza Haynes	430 Anza St, San Francisco, CA 94118	88838xxxx9	joh@f**********.com			5	1
Conover Realty & Investment Co	15 S Weber St Ste C, Colorado Springs, CO 80903	71963xxxx5
7300 Wealth Management	7035 Campus Dr Ste 901, Colo Spgs, CO 80920	71935xxxx4	cjc@7*********.com									7
Azzad Asset Management Inc	3141 Fairview Park Dr # 355, Falls Church, VA 22042	70320xxxx5		5	5
Tomkins Financial	1200 Princess Royal Ave #1, Nanaimo, BC V9S 3Z7, Canada	12507xxxxx7		5	37
United Wealth Management	900 E Paris Ave SE #100, Grand Rapids, MI 49546	61655xxxx1	agu********************@u*********.com	5.04
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: Bill D. Spurlock	9362 Grand Cordera Pkwy Ste 220, Colorado Springs, CO 80924	71949xxxx1
Broadview Wealth Management	4 Winners Cir, Albany, NY 12205	51878xxxx9	add**@e****.com	4	7
Colorado Wealth Partners	540 N Cascade Ave, Colorado Springs, CO 80903	71947xxxx8	aar**********@r*********.com							17474		18000
Collins Wealth Management	2153 Chuckwagon Rd Ste 102, Colorado Springs, CO 80919	71959xxxx0	col@c***********.com									81
Team Strategy, Inc.	1825 Austin Bluffs Pkwy Ste 201, Colorado Springs, CO 80918	71959xxxx3	tea@t**********.org					5	5			22
Wealth Management Partners, LLC	101 Centennial St Suite D, La Plata, MD 20646	30188xxxx5	jmc*@w*********************.biz	5	2
HFS Wealth Management	8350 Meadow Rd, Dallas, TX 75231 · ~32.1 mi	21434xxxx5	a.-************@h***.com
Multi Generation Wealth Management - Ameriprise Financial Services, LLC	200 Campus Dr Ste 150, Florham Park, NJ 07932 · ~2.9 mi	97354xxxx1	dns***@a*.com
Beacon Hill Wealth Management	1133 Fort St, Victoria, BC V8V 3K9, Canada	17784xxxxx4	chr@b*********.ca	5	55
Decker Retirement Planning	50 California St Ste 1500 San Francisco, CA 94111	41552xxxx0	inf@d******.com			5	1
Financial Planning Strategies, Don Leander CFP	6645 Delmonico Dr Ste 101, Colorado Springs, CO 80919	71926xxxx5
Moirai Wealth Management	722 Montgomery St San Francisco, CA 94111	41598xxxx1	adr****@m***.com		106
Hart, Kathryn, AGT	121 S Tejon St, Colorado Springs, CO 80903	71963xxxx0	ame****************@a*.com
Quantum Asset Management Inc	12325 Oracle Blvd Ste 120, Colorado Springs, CO 80921	71960xxxx0	sco@q*********.net
Mountain Desert Realty	630 Forest View Way, Monument, CO 80132	71948xxxx7
Dancing Bull Wealth Management	7660 Goddard St Ste 258, Colorado Springs, CO 80920	71944xxxx5	lis@d***********.com
First Republic Bank	279 W Portal Ave, San Francisco, CA 94127	41550xxxx9	aa@f************.com	4.3	15	4.3	19
Stringer Investments	1932 El Parque St, Colorado Springs, CO 80907	71953xxxx1
Tannery Company - Tax, Accounting & Wealth Management	740 E Campbell Rd Ste 120, Richardson, TX 75081 · ~32.4 mi	21423xxxx0	ash*@t***********.com					5	21	957	229	938				8
McPherson & Mayberry Personal Wealth Management	8360 Lyndon B Johnson Fwy, Dallas, TX 75243 · ~33 mi	97235xxxx0	ker@m**************.com
Short Rule	1470 Castlecombe Ln, Monument, CO 80132	72028xxxx1	inf@s*******.com
Shea Wealth Management	2435 N Central Expy Ste 1020, Richardson, TX 75080 · ~32.8 mi	97268xxxx1	bil***@m**************.com
Golden Hills Financial Group	1155 Kelly Johnson Blvd, Colorado Springs, CO 80920	71926xxxx0	gio***@g*************.com
Merrill Lynch Wealth Management	48 Pourtales Rd, Colorado Springs, CO 80906	71963xxxx2	aas**********@m.com
NextGen Wealth	405 SW Waterfall Ct, Lee's Summit, MO 64081	81628xxxx0	cli*******@n***********.com	4.9	45			5	9	753		760
Dieters, Donna	121 S Tejon St, Colorado Springs, CO 80903	71947xxxx9	int********@m**********.com
Scott Winter-Morgan Stanley	121 S Tejon St, Colorado Springs, CO 80903	71957xxxx2	int********@m**********.com
Widney Investments	5930 E Old Farm Cir, Colorado Springs, CO 80917	71957xxxx3
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
Opus Wealth Management	4359 Shady Bend Dr, Dallas, TX 75244 · ~36.9 mi	21445xxxx7	inf@o********.net
Fixed Income Securities Inc	18925 Base Camp Rd, Monument, CO 80132	71948xxxx0
Wienecke, David	121 S Tejon St, Colorado Springs, CO 80903	71957xxxx9	int********@m**********.com
Gann, Brad, AGT	2438 Research Pkwy, Colorado Springs, CO 80920	71932xxxx0	dns***@a*.com
Simplify Financial Planning	115 Sansome St Ste 200 San Francisco, CA 94104	41526xxxx3	ari**@s**************.com			5	10
La Pata Investments	1645 Briargate Pkwy, Colorado Springs, CO 80920	71926xxxx7
American Energy Resources Corporation	13570 Meadowgrass Dr Ste 101, Colorado Springs, CO 80921	71959xxxx0
Merrill Lynch Wealth Management	100 Campus Dr 3rd Fl, Florham Park, NJ 07932 · ~3.1 mi	97330xxxx0	bri**********@b*.com													1
Wealth Management Group LLC	2001 Butterfield Rd Suite 160, Downers Grove, IL 60515	63096xxxx0		5.02
Morgan Stanley Smith Barney	555 California St Fl 35 San Francisco, CA 94104		c_m****@a***.morganstanleyclientserv			2.3	3
Wells Fargo Advisors	5190 N Academy Blvd, Colorado Springs, CO 80918	71941xxxx6
Altum Wealth Advisors	San Francisco, CA 94129	41537xxxx2	inf@a*********.com
Scottrade, Inc.	9235 N Union Blvd Ste 150, Colorado Springs, CO 80920	71928xxxx0	dns***@s***.com
Wieland Wealth Management	9475 Briar Village Pt, Colorado Springs, CO 80920	71937xxxx1	aar**********@r*********.com							17474		18000
MetLife	5875 Lehman Dr Ste 201D, Colorado Springs, CO 80918	71959xxxx1	a@m******.com
Lindsey, Brian	121 S Tejon St, Colorado Springs, CO 80903	71947xxxx7	int********@m**********.com
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
Bella Integrity Investment Inc	3815 Ellston Pl, Colorado Springs, CO 80907	71937xxxx0
Cerity Partners	345 California St Ste 1100 San Francisco, CA 94104	41578xxxx5	aad*@c***********.com
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
Backstrom Wealth Management	104 S Cascade Ave Ste 103, Colorado Springs, CO 80903	71937xxxx9	gar@b*********.com
U.S. Bank Branch	443 Castro St, San Francisco, CA 94114	41543xxxx0	aar**********@u***.com	4.4	18	1.7	121			345625	5337	348000
Peter Maiurro - RBC Wealth Management Financial Advisor	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71938xxxx9
Edward Jones - Financial Advisor: Judy Ho	1150 Ballena Blvd Ste 100 Alameda, CA 94501	51052xxxx4	a.j*******@e********.com			5	1			87631		100000
Edward Jones - Financial Advisor: Bill D Spurlock	11580 Black Forest Rd Ste 50, Colorado Springs, CO 80908	71949xxxx2	a.j*******@e********.com
Cherubin Asset Management	1155 Kelly Johnson Blvd, Colorado Springs, CO 80920	71945xxxx0
Wealth Management Partners	1980 E River Rd #120, Tucson, AZ 85718	52029xxxx9	ale*****@w**.com	5	1
IRA Financial Group	1691 Michigan Ave # 335, Miami Beach, FL 33139	80047xxxx6	ada@i**************.com	4.6	226			4.7	98	769	7	872
BOL Global	2830 Geary Blvd, San Francisco, CA 94118	41547xxxx4	bol@b***********.com	4.6	48	4.5	81
Financial Pathways	1200 US-22 #2000, Bridgewater, NJ 08807	86663xxxx8	dul****@f**************.net	5	8
Weatherly Asset Management	832 Camino Del Mar Suite 4, Del Mar, CA 92014	85825xxxx7	and*@w**************.com	5	2
Wellguard Insurance & Financial	1516 Oak St Ste 218 Alameda, CA 94501	51074xxxx9	inf@w****************.com			5	1
Carroll Advisory Group	4203 Richmond Pl, Texarkana, TX 75503	90379xxxx4	dxx****@c************.com	4.9	83
Defined Financial Planning	2413 Webb Ave Ste B Alameda, CA 94501	51020xxxx5	eve*@d************.com			5	1			130	2	143
Edward Jones	1763 S 8th St Ste 1, Colorado Springs, CO 80905	71957xxxx3	a.j*******@e********.com							87288		99000
TransAmerica Financial Advisors, Inc.	5525 N Union Blvd Suite 200, Colorado Springs, CO 80918	71925xxxx1	a.c@t*********.com	4.5	51
Fruition Advisors	1159 Keith Ave Berkeley, CA 94708	51050xxxx0	ali*@f*************.com			5	11
Usaa	111 Voorhees Rd, Colorado Springs, CO 80920	71953xxxx0	aar******@u*.com
Will Savage Wealth Management - LPL	3505 Austin Bluffs Pkwy, Suite 225, Colorado Springs, CO 80919	71934xxxx7
RBC Global Asset Management US	50 South 6th St #2350, Minneapolis, MN 55402	61237xxxx0	jan***@u.rbcgam	4.5	2
Lifetime Financial Group	11207 W Dodge Rd Ste 200, Omaha, NE 68154	40293xxxx3	cst****@l*******.com	4.6	9
*ETRADE - Temp. CLOSED**	532 Market St San Francisco, CA 94104	86678xxxx4	adv**********@e***.com			1.3	112			167045
Sammons Wealth Management	12720 Hillcrest Rd, Dallas, TX 75230 · ~34.3 mi	97244xxxx4	inf@s***********.com
Wealth Management Centers, LLC	1350 Avenue of the Americas The Plaza District – CPMG Building, New York, NY 10019	64679xxxx9	dat***************@i**.de	5.01
CMH Wealth Management, LLC	14785 Preston Rd, Dallas, TX 75254 · ~36.1 mi	21469xxxx8	inf@c***.com
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
Herold & Lantern Investments	111 Pine St Ste 1215 San Francisco, CA 94111	41539xxxx9	ala******@h**********.com
Graham Investments	6035 Erin Park Dr, Colorado Springs, CO 80918	71959xxxx0
Jensen, Jeffrey L	121 S Tejon St, Colorado Springs, CO 80903	71957xxxx1	int********@m**********.com
Liberty Group	411 30th St Second Floor Oakland, CA 94609	51065xxxx0	amc*****@l************.com	4.3	6	3.4	10			1008	4	1000
Jason Chao-Morgan Stanley	121 S Tejon St, Colorado Springs, CO 80903	71957xxxx0	acm*********@m**********.com
Sikorski, Bob	121 S Tejon St, Colorado Springs, CO 80903	71938xxxx1	dns***@a*.com
Charles Schwab	211 Main St, San Francisco, CA 94105	41566xxxx0	app*****************@s***.com			2.1	146
Unison	650 California St Ste 1800 San Francisco, CA 94108	80033xxxx0	abc*@u***.com			2.2	55
Recover Tax	San Francisco, CA 94112	41550xxxx4				4.3	6
AJJ Bookkeeping & Tax Services	South San Francisco, CA 94080	65053xxxx8	fin@m*.com			4.7	29
Primerica	7150 Campus Dr Suite 265, Colorado Springs, CO 80920	71942xxxx8	a.-*****************@p******.com
ClearPath Capital Partners	222 Front St San Francisco, CA 94111	41568xxxx0	dav@c*************.com
Wealth Management Financial Advisors	3701 Long Beach Blvd #100, Long Beach, CA 90807	56242xxxx7	bab****@w***************.com	3.4	12					582551		46
Sutro Advisors	San Francisco, CA 94123	41561xxxx6	mxx******@s**********.com			5	1
Provident Credit Union	2171 Junipero Serra Blvd, Suite 150 Daly City, CA 94014	65099xxxx9	aal*****@p********.org			4.4	107
Barrington, Richard	102 S Tejon St, Colorado Springs, CO 80903	71938xxxx6	joh******@c.rbcwealthmanagement
Bitcoin By CC	Colorado Springs, CO 80906	71937xxxx6
Golden Gate Insurance	1000 Hampshire St San Francisco, CA 94111	41542xxxx4				5	3
Academy Wealth Management Group	5540 N. Academy Blvd., Suite 220, Colorado Springs, CO 80918	71957xxxx8	dbo****@s*****.com
Christopher Durham - Financial Advisor, Ameriprise Financial Services	2438 Research Pkwy Ste 105, Colorado Springs, CO 80920	71932xxxx0	chr***************@a*.com
Stifel Nicolaus & Company Inc	1365 Garden Of The Gods Rd, Colorado Springs, CO 80907	71944xxxx6	abb**@s***.com
SF Fire Credit Union	565 Buckingham Way, San Francisco, CA 94132	41567xxxx0	aay*@s*****.org	4.5	37	3.8	64			1505	526	1500
Ameriprise Financial	459 Windchime Pl, Colorado Springs, CO 80919	71959xxxx2	ame****************@a*.com
Partners Capital Management	1755 Telstar Dr, Colorado Springs, CO 80920	71959xxxx7
Hauser, Scott, AGT	2438 Research Pkwy, Colorado Springs, CO 80920	71932xxxx0	ame****************@a*.com
Bradley & Company	One Market Plz Ste 3600 San Francisco, CA 94105	41565xxxx0	abo@b******.com			5	1
Edward Jones - Financial Advisor: PJ Musilli	5575 Tech Center Dr Ste 216, Colorado Springs, CO 80919	71989xxxx7	a.j*******@e********.com
Edward Jones - Financial Advisor: Brad A Lundberg	16055 Old Forest Pt Ste 100, Monument, CO 80132	71948xxxx3	acc********@e********.com
Ascend Financial Planning and Wealth Management	9330 Lyndon B Johnson Fwy Ste 900, Dallas, Tx 75243 · ~31.6 mi	97223xxxx1	a@m************.com
Wealth Preservation, LLC	12520 High Bluff Dr Suite 360, San Diego, CA 92130	85836xxxx3	dav@w*******************.com	5	3			5	13	408	2	398
Edward Jones - Financial Advisor: Erik Dartsch	5037 N Academy Blvd, Colorado Springs, CO 80918	71959xxxx5	abc*****@e********.com
Advisors Asset Management Inc	18925 Base Camp Rd Ste 203, Monument, CO 80132	71948xxxx6	aal****@a****.com
Crystal Creek Wealth Management	1832 Woodmoor Dr Ste 212, Monument, CO 80132	71982xxxx1
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
Ramsay Robert H Investment Counseling	2 N Cascade Ave, Colorado Springs, CO 80903	71947xxxx5
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
Sanson, Bryan	2438 Research Pkwy, Colorado Springs, CO 80920	71932xxxx0	dns***@a*.com
Wealth USA, LLC	1221 Brickell Ave Suite 900, Miami, FL 33131	30539xxxx4	ada@w*******.com	5	7
Phillip Cannon at Guaranteed Rate	41 Freelon St San Francisco, CA 94107	41542xxxx1	ada*****@r*.com	5	6	4.9	140			1		1
Market Street Wealth Management Advisors, LLC	3105 E 98th St Suite #170, Indianapolis, IN 46280	31755xxxx5	jan*@m***********************.com	5	5					421	82	453
Wealthramp	51 Oak Ln, Osterville, MA 02655		ada@w********.com	5	21
InVision Capital Advisor	18 Bartol St Ste 1233 San Francisco, CA 94133	65091xxxx8				5	2
Lang Investment Services	236 N Washington St, Monument, CO 80132	71948xxxx7	bxx***@l*******************.com
NewE Wealth Management	1700 Montgomery St Ste 101 San Francisco, CA 94111	80062xxxx3	bro*******@n***.com
Balance Financial Planning	5438 Shafter Ave Oakland, CA 94618	51084xxxx2	che*@b******.com			5	2
Grove	San Francisco, CA 94107					4.9	10
Dabling Investments	5825 Mark Dabling Blvd, Colorado Springs, CO 80919	71935xxxx3
Robasciotti & Philipson	870 Market St Ste 1275 San Francisco, CA 94102	41598xxxx0	afs*@r********.com			5	10	5	14			214
Edward Jones - Financial Advisor: Adam R Grayson, AAMS™	755 Highway 105 Ste G, Palmer Lake, CO 80133	71948xxxx4	a.j*******@e********.com
Topel & DiStasi Wealth Management	2907 Claremont Ave Ste 111 Berkeley, CA 94705	51089xxxx0	gav@t**.com			5	1
David Frier	2153 Chuckwagon Rd, Colorado Springs, CO 80919	71926xxxx4
Kelly McGrew - RBC Wealth Management Financial Advisor	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71938xxxx3
REAP Financial	9414 Anderson Mill Rd #100, Austin, TX 78729	51224xxxx0	adm@r**********.com	4.9	105					1015	27
TAN Wealth Management	San Francisco, CA 94112	41577xxxx8	tan@t******.com			5	2
Jay Sondhi, U.S. Bank Home Mortgage	1998 Mountain Blvd, Oakland, CA 94611	51039xxxx0	all*******@a***.usbank	5	53	5	130			345279	5492	348000
Fillia Fransisca - State Farm Insurance Agent	2315 Noriega St San Francisco, CA 94122	41566xxxx6	fil*@f***.net	4.9	74	4.7	21
Complete Financial	459 Fulton St Ste 203 San Francisco, CA 94102	41520xxxx5	blo@f****.com	5	14	4.3	14
Fidelity Investments	10855 Hidden Pool Hts Ste 100, Colorado Springs, CO 80908	80034xxxx8	a61**@f*****.com
Prosperous Investments	Po Box 63745, Colorado Springs, CO 80962	40550xxxx4	pau******@p********.com
Walter Reinsdorf - Ameriprise Financial Services	311 California St Ste 400 San Francisco, CA 94104	41577xxxx6	dns***@a*.com			5	1
The Advisory Group of San Francisco	44 Montgomery St Ste 2410 San Francisco, CA 94104	41597xxxx0	ati*@a************.com
Momentum Wealth Strategies	12201 Merit Dr Ste 1000, Dallas, TX 75251 · ~33.5 mi	21433xxxx8	ale*@m*******.com
Wealth Management Associate - U.S. Bancorp Investments: Nicole Wiethe	833 S State St, Westerville, OH 43081	61489xxxx4	aar**********@u***.com
Wetherby Asset Management	580 California St 8th floor, San Francisco, CA 94104	41539xxxx9	aar@w*****.com	5	2
Wells Fargo Private Bank	90 S Cascade Ave, Colorado Springs, CO 80903	71957xxxx9	aar********@w*******.com
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
Ashfield	750 Battery Street San Francisco, CA 94111	41539xxxx7
Wealth Advisors Trust Company	910 5th St #101, Rapid City, SD 57701	60571xxxx9	b@w******************.com	4.8	24
Guiding Wealth	2007 N Collins Blvd Ste 503, Richardson, TX 75080 · ~32.9 mi	21481xxxx5	247***********************************@w***************.com							203		220			5	5
Wealth Management International Ltd	23131 N Lake Pleasant Pkwy #100, Peoria, AZ 85383	62387xxxx4		4	4
Davinci Financial Planning	130 E Kiowa St Ste 600, Colorado Springs, CO 80903	71963xxxx4
Citibank	1900 Noriega St, San Francisco, CA 94122	41564xxxx4	abb********@c*.com	1.7	14	1.9	16
Lapaz Wealth Management Group - Ameriprise Financial Services	353 Sacramento St Ste 2300 San Francisco, CA 94111	41574xxxx9	dns***@a*.com
Ameriprise Financial Advisors	115 Sansome St Ste 520 San Francisco, CA 94104	41554xxxx4
Gradco Investments	6040 Fescue Dr, Colorado Springs, CO 80923	71926xxxx4
Hudson Wealth Management	3180 Racquet Club Dr Unit A, Traverse City, MI 49684	23142xxxx1	dyl@r****************.com	4.9	123
Jeff Y Wong - Northwestern Mutual	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx5	abb***@n***************.com							178	1038	187
Securities America Inc	7045 Campus Dr, Colorado Springs, CO 80920	71938xxxx5	aad******@s**************.com
Advanced Wealth Management Group	7701 France Ave S Suite 120, Edina, MN 55435	61234xxxx9	ach*******@a***********.com	5	1
The Burwell Lindsey Group-Morgan Stanley	121 S Tejon St, Colorado Springs, CO 80903	71947xxxx9
WT Wealth Management	7161 E Rancho Vista Dr STE 112, Scottsdale, AZ 85251	80082xxxx6	art*@w***************.com	5	5							94
Atlas Capital Advisors	38 Keyes Ave San Francisco, CA 94129	41535xxxx0	adi@a****.com			3.7	3
The Rocky Mountain Group-Morgan Stanley	121 S Tejon St, Colorado Springs, CO 80903	71957xxxx6	int********@m**********.com
Deyoung, Tyler	102 S Tejon St, Colorado Springs, CO 80903	71938xxxx8	pdw@r.com									106
Upscale Tax Professionals	1901 Harrison St Ste 1100 Oakland, CA 94612	51077xxxx2	amb@u********************.com			5	5
Zeller Wealth Management	13540 Northgate Estates Dr, Colorado Springs, CO 80921	71948xxxx8
Edward Jones - Financial Advisor: Adam Jardon	5265 N Academy Blvd Ste 3400, Colorado Springs, CO 80918	71926xxxx3	acc********@e********.com
Wealth Management Partners of Los Angeles, Inc.	15760 Ventura Blvd # 700, Encino, CA 91436	81860xxxx4	inf@w******.com	5	52			5	5	50		52
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
Spire Investment Partners	101 N Cascade Ave, Colorado Springs, CO 80903	71941xxxx4	all***********@s****.com
Darren Lehrman - RBC Wealth Management Financial Advisor	200 Park Ave, 2nd, Floor, Florham Park, NJ 07932 · ~2.5 mi	97386xxxx0	bri*********@r.com
RBC Wealth Management Branch - Colorado Springs	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71947xxxx0
Lula Financial	66 Franklin St Fl 3 Oakland, CA 94607	41563xxxx7	ami@l***********.com	4.2	19	5	45
Herrera Financial Services	1370 Valencia St Ste A San Francisco, CA 94110	41569xxxx0				5	1
SFM Sweeney Financial Management	575 Front St, Manchester, NH 03102	60362xxxx0	cju@s***.net	5	11
Golden Gate Financial Partners	580 California St Ste 1200 San Francisco, CA 94104	41539xxxx4	abi@g**********.com
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Sound Investment Strategies, Inc.	1811 N 7th St, Colorado Springs, CO 80907	71964xxxx3	j.s**@s*************************.com
HGZ Strategic Invstmnt Advisor	18330 Spruce Rd, Monument, CO 80132	71948xxxx3
Gillingham CPA	545 Market St, San Francisco, CA 94104		abi**@g**********.com	5	23	5	36
Merriam, Brandy	121 S Tejon St, Colorado Springs, CO 80903	71963xxxx0	ame****************@a*.com
American National Insurance	6475 Wall St Ste 101, Colorado Springs, CO 80918	71968xxxx7	age*******@a*************.com
Private Ocean	140 Geary St Fl 6 San Francisco, CA 94108	41578xxxx2	ang*@p*********.com									124
Divorce Capital Planning	1 Almaden Blvd, Ste 610 San Jose, CA 95113	40899xxxx0	doe***@d*******************.com			5	9
Winterburn Investments	1932 Alpine Dr, Colorado Springs, CO 80909	71963xxxx7
Bella Integrity Investment Inc	1272 Crown Haven Cir, Colorado Springs, CO 80919	71937xxxx0
NewtonWealthManagement	10800 Sikes Pl #215, Charlotte, NC 28277	70455xxxx9	dat***************@i**.de	5	51
Carson Fong & Associates	950 Stockton St Ste 402 San Francisco, CA 94108	41598xxxx6				4.5	8
John Rutherford Kelly - Financial Advisor, Ameriprise Financial Services, LLC	90 E Halsey Rd Ste 106, Parsippany, NJ 07054 · ~2.7 mi	97391xxxx2	dns***@a*.com												5	7
Mason McCloskey - Merrill Lynch Wealth Management	555 California St Fl 9 San Francisco, CA 94104	41567xxxx1	bri**********@b*.com
Chris Churchill	101 Montgomery St Ste 600 San Francisco, CA 94104	41587xxxx2	aah***@m*******.com			5	5
Partnerscapital	7660 Goddard St Ste 120, Colorado Springs, CO 80920	71959xxxx7	ste@p************.com
Edward Jones - Christopher Lightner	1150 Ballena Blvd Ste 100 Alameda, CA 94501	51052xxxx4	a.j*******@e********.com			5	2
Aventine Wealth Management	75 Broadway Ste 202 San Francisco, CA 94111	41523xxxx0	aar****@a************.com
Millennium Financial Group	3204 N Academy Blvd Suite 310, Colorado Springs, CO 80917	71930xxxx0	and*@m******.com	5	46			5	36	1341	4	984
Monumental Investment Group	17235 Leggins Way, Monument, CO 80132	71948xxxx4
Raymond James Financial Services Inc	228 N Cascade Ave Ste 300, Colorado Springs, CO 80903	71947xxxx8
Check Capital Management	575 Anton Blvd # 500, Costa Mesa, CA 92626	80071xxxx7	aeb***@c*********.com	4.6	18
Activate Wealth	2400 Market St No. 200, Philadelphia, PA 19103	21570xxxx6	tay*@a**************.com	5	17							202
Financial Services	6025 Erin Park Dr, Colorado Springs, CO 80918	71926xxxx1
World Financial Group	5525 N Union Blvd Ste 200, Colorado Springs, CO 80918	71925xxxx1
Eagle Rock Wealth Strategies - Ameriprise Financial Services	1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921	71959xxxx1	dan********@a*.com
Thrivent Financial - San Francisco Group	50 Belcher St San Francisco, CA 94114	41543xxxx0	a.v@t*******.com			3.5	2
Antoun Sehnaoui Investments	Serving theUnited States Air Force Acad Area	70297xxxx0	ant**********@g**.com							75702		72000
Zeller Wealth Management	15435 Gleneagle Dr, Colorado Springs, CO 80921	71948xxxx8	kir*******@c***********.com
Axiom Advisory	One Sansome St Ste 3500 San Francisco, CA 94104	41548xxxx1	hel@a**********.com
Wealth Management, Inc.	2311 Biscayne Dr # 140, Little Rock, AR 72227	50121xxxx9	jan@c************.com	5	3
Heritage Wealth Planning	13101 Morris Rd 6th Floor, BLDG 1, Alpharetta, GA 30004	77057xxxx0	jos@h********************.com	4.9	43
Oum & Co	601 California St Fl 18 San Francisco, CA 94108	41543xxxx4	a@o*****.com	5	3	5	2
Tgl Investments Management Inc	15915 Red Fox Ln, Colorado Springs, CO 80921	71928xxxx2
Skylark Wealth	2443 Fillmore 380-1492 San Francisco, CA 94115	41588xxxx9	jan@s***********.com			5	1
Bryan Sanson - Private Wealth Advisor, Ameriprise Financial Services	2438 Research Pkwy Ste 105, Colorado Springs, CO 80920	71932xxxx0	bri*******@a*.com
Theorem Wealth Management	8140 Walnut Hill Ln Ste 303, Dallas, TX 75231 · ~32.3 mi	21483xxxx0	inf@t*******.com
Kuttin Wealth Management - Ameriprise Financial Services, LLC	2201 N Central Expressway Ste 178, Richardson, TX 75080 · ~32.7 mi	81741xxxx1	ben***************@a*.com							2122	11	2100
Majestic Land Investments	620 Forest View Way, Monument, CO 80132	71948xxxx9	bri@m********.com
First Republic Bank	1699 Van Ness Ave, San Francisco, CA 94109	41544xxxx8	aa@f************.com	3.8	11	4.6	31			89732	259
Adams Wealth Management	17950 Preston Rd Ste 350, Dallas, TX 75252 · ~37.3 mi	21444xxxx7	cli******@a*********.net												5	1
Karla Ross Investment Services	711 N Cascade Ave, Colorado Springs, CO 80903	71957xxxx4
BNY Mellon Wealth Management Pittsburgh PA	BNY Mellon Center, 500 Grant St Suite 3700, Pittsburgh, PA 15219	41292xxxx7	jen*********@b******.com	3.9	22
Power Wealth Management	302 Bombay Ln, Roswell, GA 30076	40488xxxx9		5	8
Shield Wealth Management	One Harbor Dr Ste 300 Sausalito, CA 94965	41532xxxx8	pro@w****************.com
Michelle Renee Alberda - Ameriprise Financial Services	150 Post St Ste 530 San Francisco, CA 94108	41562xxxx3	dns***@a*.com			4.6	7
Toomey Investment Management Inc.	420 Center St, Wallingford, CT 06492	20394xxxx0	aus*@t*********.com	5	27
First Republic Bank	44 Montgomery St San Francisco, CA 94104	41539xxxx8	aac********@f**********.com	4.9	7	3.3	12			89729	259
Edward Jones - Financial Advisor: Jeff Maciejewski	8610 Explorer Dr Unit 112, Colorado Springs, CO 80920	71935xxxx5	acc********@e********.com
UMB Bank	730 Citadel Dr E, Colorado Springs, CO 80909	71959xxxx0	a.r***@u.com
Sensible Money, LLC	4200 N Marshall Way #2, Scottsdale, AZ 85251	48071xxxx0	amy@s************.com	5	11
H&R Block	1727 Taraval St San Francisco, CA 94116	41556xxxx4	agi**@a.nv			3.1	16
Ameriprise Financial Advisors	455 Market St Ste 1480 San Francisco, CA 94105	41577xxxx6				1.7	23
Brandon J Miller - Brio Financial Group	333 Bush St Ste 1400 San Francisco, CA 94104	83362xxxx0	abr**@b***.com			5	2
Austin Wealth Management	1301 S Capital of Texas Hwy C-200, Austin, TX 78746	51246xxxx0	ali*@a*************.com	4.3	9					117		132
Edward Jones - Financial Advisor: Jennifer Oliverio, CRPC™	1230 Tenderfoot Hill Rd Ste 350, Colorado Springs, CO 80906	71957xxxx7	a.j*******@e********.com									185
Total Wealth Planning, LLC	4665 Cornell Rd Suite 160, Cincinnati, OH 45241	51398xxxx6	amy@t******.com	5	85					147	4	166
Edward Jones - Financial Advisor: Parker T Austin	1628 California St Ste A San Francisco, CA 94109	41540xxxx5	a.j*******@e********.com			5	1			85273
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	47
Golden Hills Financial Group	1445 Golden Hills Rd, Colorado Springs, CO 80919	71926xxxx0	gio***@g*************.com
Level Wealth Management	204 Muirs Chapel Rd # 100, Greensboro, NC 27410	33635xxxx2	aar@l****.com	5	34
Edward Jones - Financial Advisor: Nigel E Grant, CRPC™\|CRPS™	6160 Tutt Blvd Ste 110, Colorado Springs, CO 80923	71963xxxx5	a.j*******@e********.com
Citibank	6100 Geary Blvd, San Francisco, CA 94121	41564xxxx5	abb********@c*.com			2.8	26
Elite Financial Group	San Francisco Bay Area, CA 94102	41577xxxx2	dhu*@e*****.com			4.8	5
Altitude Financial Planning	1880 Office Club Pt, Colorado Springs, CO 80920	71948xxxx8	dat******@r*****.com
Upstart Wealth Management	582 Market St Ste 808 San Francisco, CA 94104	41554xxxx6	inf@u***********.com
Heritage Place Investments	5040 Corporate Plaza Dr, Colorado Springs, CO 80919	71959xxxx4
Wealth Management Strategies, Inc.	204 N Winstead Ave, Rocky Mount, NC 27804	25245xxxx8	ant**@w**.com	5	3
Guerra Financial Group	6401 SW 87th Ave #119, Miami, FL 33173	30544xxxx1	adr***********@g************.com	5	609					2552	211
Edward Jones - Financial Advisor: Rick Tucker	24 S Weber St Ste 305, Colorado Springs, CO 80903	71957xxxx5	acc********@e********.com
Th Wealth Management	12720 Hillcrest Rd, Dallas, Tx 75230 · ~34.3 mi	97238xxxx3
Morgan Stanley & Co	101 California St San Francisco, CA 94111					1	2
Advantage Capital Richard Peace CFP	5555 Erindale Dr Ste 106, Colorado Springs, CO 80918	71926xxxx1	aal*@a*********.com
Edward Jones - Financial Advisor: Mike Biehl, AAMS™\|CRPC™	2950 Professional Pl Ste 205, Colorado Springs, CO 80904	71939xxxx1	a.j*******@e********.com
First Command Financial Advisor - Jamie Bartels-Giddings	615 Wooten Rd Ste 130, Colorado Springs, CO 80915	71946xxxx5	abe*@f*********.com							459	5	472
Wachovia	102 S Tejon St Ste 1000, Colorado Springs, CO 80903	71963xxxx0
RBC Wealth Management Branch - Miami	801 Brickell Ave Suite 2100, Miami, FL 33131	78658xxxx3	rbc*******@r.com	3.8	4					14786		16000
Fitch Financial Advisors	2627 Chestnut St San Francisco, CA 94123	41592xxxx9	cla**@f**********.com			3.7	3
Berit Suba, MBA,CFP	555 California Ste 2300 San Francisco, CA 94104	41539xxxx2				5	1
Edward Jones - Financial Advisor: Jerry Paulison	24 S Weber St Ste 305, Colorado Springs, CO 80903	71957xxxx5	a.j*******@e********.com
Wealth Management Group LLC	1605 W Colonial Pkwy, Inverness, IL 60067	84790xxxx0	lis********@i**********.com	4.52
MLB Investments	1811 Francis Pl, Colorado Springs, CO 80909	71963xxxx2
Trent Re & Investments	2118 W Colorado Ave, Colorado Springs, CO 80904	71963xxxx0	jer@m*********.com
Wealth Advisors	4585 Hilton Pkwy, Colorado Springs, CO 80907	71963xxxx0
Noah's Ark Investments Group	1755 Telstar Dr Ste 300, Colorado Springs, CO 80920	71946xxxx4	c60***********************************@w***************.com					5	5	156	3	165
Advisers Investment Management Inc	1255 Lake Plaza Dr, Colorado Springs, CO 80906	71954xxxx0	aj@t******************.com
Bm & M	7011 Campus Dr, Colorado Springs, CO 80920	71943xxxx6
Edward Jones - Financial Advisor: Clint Chedester	11580 Black Forest Rd Ste 50, Colorado Springs, CO 80908	71949xxxx2
Glanville, Daniel	2812 W Colorado Ave, Colorado Springs, CO 80904	71942xxxx8	a**00@a*****.com
Asti Financial Management	1101 Marina Village Pkwy Sre 201 Office #275 Alameda, CA 94501	51052xxxx7	eil*@a**********.com	4.7	3	4.5	17
National Brokerage	1710 Jet Stream Dr Ste 215, Colorado Spgs, CO 80921	71962xxxx2	a.b*****@n*******.com
Andrews Financial Planning	228 Windsor River Rd Ste 112 Windsor, CA 95492	70732xxxx3	ka@a***********************.com			5	2
G Light	5025 Boardwalk Dr, Colorado Springs, CO 80919	71926xxxx8	adm@g*********.com
Clayton And Associates Investment Group	6595 Silverwind Cir, Colorado Springs, CO 80923	94172xxxx8
UBS Private Wealth Management	100 Crescent Ct #400, Dallas, TX 75201	21422xxxx0	aar*****@u.com	3.7	3					229870		242000
Main Street Research	30 Liberty Ship Way FL - 3 Sausalito, CA 94965	41528xxxx0	aar*****@m********.com			3.7	3
Wealth Management Group, LLC	409 Mason Ct UNIT 129, Fort Collins, CO 80524	97022xxxx3	b.n****@w*********************.net	3	2					243	6
Transamerica Corporation	600 Montgomery S Ste 2300 San Francisco, CA 94111					1	11
Wells Fargo Advisors	8620 N Union Blvd, Colorado Springs, CO 80920	71949xxxx0	a-w*************@w***************.com
Modern Woodmen of America	2924 Beacon St, Colorado Springs, CO 80907	71953xxxx0
Merrill Lynch Wealth Management	90 S Cascade Ave Ste 600, Colorado Springs, CO 80903	71963xxxx0	ale********@m.com
Integrity Wealth Management Office	13540 Meadowgrass Dr, Colorado Springs, CO 80921	71995xxxx1	aat****@i******************.com
Bauer Wealth Management	5755 Mark Dabling Blvd, Colorado Springs, CO 80919	71957xxxx0	dan@b********************.com									15
MetLife	236 N Washington St, Monument, CO 80132	71949xxxx0
CORE Financial, Inc.	922 S State Rd STE 203, Pleasant Grove, UT 84062	80137xxxx6	adm@c***.com	4.9	41
Milcor Investments Inc	2790 N Academy Blvd, Colorado Springs, CO 80917	71988xxxx7
BookSoEasy	1459 18th St Ste 246 San Francisco, CA 94107	41524xxxx2	ake@b*******.com			4.7	15
Swan Wealth Management	3210 E Woodmen Rd STE 110, Colorado Springs, CO 80920	71968xxxx5	csw@s*****************.com	5	1					340		333
Ameriprise Financial Services Inc	5755 Mark Dabling Blvd Ste 370, Colorado Springs, CO 80919	71959xxxx2	apr*********@a*.com
Larsen, Jacob D	108 E Saint Vrain St, Colorado Springs, CO 80903	71963xxxx5	acc********@e********.com
Edward Jones - Financial Advisor: Krista S Goode, AAMS™	6130 Barnes Rd Ste 120, Colorado Springs, CO 80922	71959xxxx5	a.j*******@e********.com
Concepts Frier	1837 Austin Bluffs Pkwy Ste 200, Colorado Springs, CO 80918	71926xxxx4	aar******@l.com
Samantha N Dinh, CFP - Paragon Financial Planning	550 Park St, Ste 105 Alameda, CA 94501	51022xxxx4	inf@p********.com	5	2	5	46
Maiurro, Peter	102 S Tejon St, Colorado Springs, CO 80903	71938xxxx9	pet********@r.com							29		31
Usaa ATM	Colorado Springs, CO 80920	80053xxxx2	aar******@u*.com
Edward Jones - Financial Advisor: Joe Suhajda, AAMS™	13804 Gleneagle Dr, Colorado Springs, CO 80921	71948xxxx0	a.j*******@e********.com
San Francisco Associates	847 Sansome St Fl 4 San Francisco, CA 94111	41567xxxx0	abl****@s*********.com			5	2
Technology Credit Union	1449 Mission St, San Francisco, CA 94103	80055xxxx0	abe*****@t***.com	3.8	12	4.3	37
Katy Song Financial Planning	34 Meadow Dr Mill Valley, CA 94941	41527xxxx3	kat@k******.com			5	3					76
New Wealth Advisors Club	2900 Adams St b20, Riverside, CA 92504	95144xxxx2	ale****@n******************.com	4.6	69
Monroe Wealth Management	Berkeley, CA 94704	51099xxxx3	gle*****@m*****.com			5	1
Edward Jones - Financial Advisor: Joshua Chadwick	307 E Fontanero St, Colorado Springs, CO 80907	71957xxxx9	a.j*******@e********.com
Schofield, Skylar	121 S Tejon St, Colorado Springs, CO 80903	71957xxxx5	int********@m**********.com
All-Pro Advisors LLC	4117 Fairway Dr, Gibsonia, PA 15044	41256xxxx0	con**@a************.com	5	21
Silk Investments	2835 Merry Ln, Colorado Spgs, CO 80909	71938xxxx1	abd**********@s*******.com
Wealthspire Advisors	521 5th Ave 15th Floor, New York, NY 10175	80099xxxx6	abb****@w********.com	5	42					98		124
Summit Wealth Group	90 S Cascade Ave, Colorado Springs, CO 80903	71963xxxx3	adm*****@c***.com
Monroe & Associates LLC, Primerica Financial Services / Primerica Advisors	1530 W State St, Meridian, ID 83642	20869xxxx8	dom*******@p******.com	5	91
Wealth Management Advisors	18935 Interstate 45 N, Spring, TX 77388	28144xxxx0	dpe***@e************.com	4	1
Castellon Professional Services	48 Gold St Ste 200 San Francisco, CA 94133	41565xxxx6	jn@m*********.com			5	9
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
Asset Preservation Wealth & Tax, Financial Advisors	4310 E Cotton Center Blvd #120, Phoenix, AZ 85040	60244xxxx6	and*******@a******.com	4.9	29			5	21	263	4	300
Chad Sheiner - RBC Wealth Management Financial Advisor	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71938xxxx8
Bank of America Financial Center	1525 Market St, San Francisco, CA 94103	41562xxxx3	ahm*****@b*.com			2.2	73
First Command Financial Advisor - Tom Finneran	1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920	71959xxxx1	abe*@f*********.com
Precision Wealth Management	6208 Lehman Dr Ste 215, Colo Spgs, CO 80918	71953xxxx7
Gold Alliance	Serving theUnited States Air Force Acad Area	80045xxxx5
Wealth Management Solutions	suite 130, 8550 E Shea Blvd, Scottsdale, AZ 85260	48060xxxx4	ada@w***.com	5	6
Diamond State Financial Group	900 Prides Crossing, Newark, DE 19713	30236xxxx6	aan******@d*.com	4.4	13
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
Edward Jones	400 W Midland Ave Ste 125, Woodland Park, CO 80863	71968xxxx1	a.j*******@e********.com
Adrienne Ng - State Farm Insurance Agent	1643 Noriega St San Francisco, CA 94122	41529xxxx8				4.3	17
Karla Ross Investment Services	1327 N El Paso St, Colorado Springs, CO 80903	71957xxxx4
RJ Martin - Romar Wealth Management	600 Grand Ave Ste 301 Oakland, CA 94610	51081xxxx9	aar**********@r*********.com			5	12
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
Asset Architects Co	1755 Telstar Dr, Colorado Springs, CO 80920	72051xxxx9
Heritage Fund Realty & Investments	21573 Foothill Blvd Ste 211 Hayward, CA 94541	51073xxxx1	g84**********@p**.dreamhost			4.5	8			1929	10	1900
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
Embarcadero Financial Group	1 Embarcadero Ctr Ste 1540 San Francisco, CA 94111	41539xxxx0	amy@e*******************.com
Haven Wealth Management	One Sansome St Ste 3500 San Francisco, CA 94104	41587xxxx7	cpo*******@c**************.com
Bullock Capital Alliance Inc	1271 Kelly Johnson Blvd, Colorado Springs, CO 80920	71977xxxx7
Wells Fargo Advisors	105 Holbrook St, Colorado Springs, CO 80921	42546xxxx7	a-w*************@w***************.com
Modern Financial Planning	344 Thomas L Berkley Way M10, Oakland, CA 94612	51051xxxx9	doe***@m*****.com	5	15
Edward Jones	2950 Professional Pl Ste 209, Colorado Springs, CO 80904	71947xxxx4	a.j*******@e********.com
Monument Wealth Management	1940 Duke St Suite 6100, Alexandria, VA 22314	70350xxxx0	a_d****@m*********************.com	4.8	26					1549	26	1500
Edelman Financial Engines	8610 Explorer Dr Unit 120, Colorado Springs, CO 80920	83375xxxx3	a.b***@e********************.com
Elaine Phelan - RBC Wealth Management Financial Advisor	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71938xxxx3
Life Well Lived Financial Group - Ameriprise Financial Services	1910 Vindicator Dr Ste 104, Colorado Springs, CO 80919	71952xxxx2	apr*********@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
Wealth by Design	3030 Bridgeway Ste 114 Sausalito, CA 94965	41533xxxx0	bar**@w*****************.com
Leander Don Cert Financial Planner	6645 Delmonico Dr Ste 101, Colorado Springs, CO 80919	71926xxxx5
Scalisi & Bernazzani Financial Services	1635 Irving St, San Francisco, CA 94122	41566xxxx4				5	37
West Financial Group	4713 State Rd 44 W #300, Wildwood, FL 34785	35246xxxx5	ski@w*******************.com	5	52
Mechanics Bank	343 Sansome St, Ste 100 San Francisco, CA 94104	41524xxxx1	aar*****@m**********.com	2.4	7	3.7	46
David A Powell Investments	9332 Stoneglen Dr, Colorado Springs, CO 80920	71926xxxx5
Newman Wealth Management Advisors	65 Madison Ave Ste 300, Morristown, NJ 07960 · ~2.4 mi	97327xxxx2	and********@n*************.com												5	1
Agora Wealth Management	5801 N Union Blvd, Colorado Springs, CO 80918	71927xxxx3	and*@a******************.com
Merrill Lynch	600 California St Fl 8 San Francisco, CA 94108	41595xxxx0				2	6
Thurston, Aaron	1710 Jet Stream Dr, Colorado Springs, CO 80921	71959xxxx1	ant*****@a*.com
Blissful Investments	243 Washington St, Monument, CO 80132	71935xxxx0
Farmers Insurance - Aaron Thach	82 W Manor Dr Ste B Pacifica, CA 94044	41589xxxx3	aag**@f*********.com	4.9	52	5	143			279	122
Edward Jones - Financial Advisor: Aaron M Zimmerman	4830 Rusina Rd, Colorado Springs, CO 80907	71959xxxx4	a.j*******@e********.com
Fiduciary Financial Advisors	124 Fulton St E Suite 200, Grand Rapids, MI 49503	61662xxxx2	use@d****.com	5	32
Aspiriant	50 California St Ste 2600 San Francisco, CA 94111	41537xxxx0	a.m******@a******.com
Legacy Wealth Management	1715 Aaron Brenner Dr #301, Memphis, TN 38120	90175xxxx6	ala@l*********.com	5	5
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
MetLife	7270 Janice Pl, Colorado Springs, CO 80920	71959xxxx1	a@m******.com							696703	4066	682000
Wealth Management Group of North America, LLC	10 Talcott Notch Rd #103, Farmington, CT 06032	86067xxxx5	ala@w***.com	5.01
BBVA Compass	102 S Tejon St, Colorado Springs, CO 80903	71932xxxx0
WEALTH \| KC - Financial Advisors + Wealth Management	1420 NW Vivion Rd Suite 109, Kansas City, MO 64118	81682xxxx6	lea@w******.com	5	13					342	4
TaxPlus Financial Services	44 Gough St Ste 205 San Francisco, CA 94103	41543xxxx0	inf@t**************.com			3.7	9
Seamount Financial Group Inc	90 S Cascade Ave Ste 1140, Colorado Springs, CO 80903	71947xxxx1	aar@s**************.com
Avail Insurance Solutions	6023 College Ave Ste 1 Oakland, CA 94618	51059xxxx0	ava@a*****.com			4.8	66
Edward Jones - Financial Advisor: Jim Boudreau	5713 Constitution Ave, Colorado Springs, CO 80915	71938xxxx7	a.j*******@e********.com							87288		99000
Crownhouse Investments	5540 N Academy Blvd, Colorado Springs, CO 80918	71943xxxx4
The McGrew Wealth Group	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71938xxxx3
Bowman/Hanson	1592 Union St Ste 325 San Francisco, CA 94123	41529xxxx7	ber**@b*********.com
B. Riley Financial	13155 Noel Rd Ste 750, Dallas, TX 75240 · ~36.3 mi	97293xxxx0	cor******************@s****.com
Seeco Investments Inc	3830 N Nevada Ave, Colorado Springs, CO 80907	71946xxxx1
American Wealth Management, Inc.	1050 Crown Pointe Pkwy, Atlanta, GA 30338	77039xxxx0	jer********@a***.biz
Scott M Hauser - Private Wealth Advisor, Ameriprise Financial Services	2438 Research Pkwy Ste 105, Colorado Springs, CO 80920	71932xxxx0	dns***@a*.com
Integrity Bank & Trust	5550 Powers Center Pt, Colorado Springs, CO 80920	71949xxxx0	aat****@i******************.com										5	7
Integrity Asset Management	1880 Office Club Pt, Colorado Springs, CO 80920	71927xxxx2
Richard Barrington - RBC Wealth Management Branch Director	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71938xxxx6
Ironwood Wealth Management LLC	3100 W Ray Rd Suite 301, Chandler, AZ 85226	48077xxxx0	ama*@i*******.com	4.6	7
Morgan Stanley Wealth Management	121 S Tejon St, Colorado Springs, CO 80903	71957xxxx1	acm*********@m**********.com
Citibank	245 Market St, San Francisco, CA 94105	41581xxxx9	abb********@c*.com	4.3	25	2.5	18			154291	1843	11
Shorepine Wealth Management	1610 Tiburon Bvd Ste 202 Tiburon, CA 94920	41588xxxx4	mar@s*************.com
Bennco Advisors	731 N Tejon St, Colorado Springs, CO 80903	71957xxxx9	bri*@b***.com
Durham, Christopher	2438 Research Pkwy, Colorado Springs, CO 80920	71932xxxx0	chr***************@a*.com
Plan 202	580 California St San Francisco, CA 94104	41593xxxx9				5	1
ML&R Wealth Management LLC	401 Congress Ave. STE 1100, Austin, TX 78701	51227xxxx0	aho@m**.com	5.05
Peak Investment Advisors	5825 Delmonico Dr, Colorado Springs, CO 80919	71926xxxx5	pea***********@c.com
Dtm Securities	5715 Doe Skin Ct, Colorado Springs, CO 80918	71926xxxx4
Matthew Coopersmith - RBC Wealth Management Financial Advisor	200 Park Ave Fl 2, Florham Park, NJ 07932 · ~2.5 mi	97386xxxx7
Edward Jones - Financial Advisor: Jeff Thomas, AAMS™	1817 N Union Blvd Ste E, Colorado Springs, CO 80909	71963xxxx2	a.j*******@e********.com
H & M Financial Group LLC - LPL Financial	8309 Six Forks Rd Suite 107, Raleigh, NC 27615	91987xxxx8	chr***********@l.com	4.9	36
Performance Wealth Strategies - Ameriprise Financial Services	2438 Research Pkwy Ste 105, Colorado Springs, CO 80920	71932xxxx0	bri*******@a*.com
Ritholtz Wealth Management			ala@r************.com	3.3	21
Jeff Stoffer - Terra Blue Wealth Management	3030 Bridgeway, San Francisco, CA 94965	41572xxxx7	hel@t********.com			5	5
Financial Wealth Management	8509 Old Hwy 60 #9468, Sellersburg, IN 47172	81224xxxx8	mar***@f****************.net	5	2
Global Wealth Management	2810 E Oakland Park Blvd, Fort Lauderdale, FL 33306	95453xxxx4	aak*****@a************.com	4.8	71
Wealth Management Group, LLC	2629 W I 44 Service Rd #100, Oklahoma City, OK 73112	40594xxxx1	dst*@w************.com	5	1
Raymond James	102 N Cascade Ave Ste 600, Colorado Springs, CO 80903	71963xxxx6
Transcend Wealth Management - Ameriprise Financial Services	2438 Research Pkwy Ste 205, Colorado Springs, CO 80920	71969xxxx2	ame****************@a*.com
Mission National Bank	3060 16th St, San Francisco, CA 94103	41582xxxx7	all*******@m**.com	3	8	3	10
Bespoke Wealth Advisors	733 Front St Ste 110 San Francisco, CA 94111	88847xxxx3	gra@b******************.com
J.P. Morgan Private Bank	560 Mission St Fl 23 San Francisco, CA 94105	41531xxxx8	acc****************@j*****.com
Edward Jones - Financial Advisor: Brian Watkins	18401 Highway 24 Ste 212, Woodland Park, CO 80863	71968xxxx2	a.j*******@e********.com
The Tax Group	4630 Geary Blvd Ste 101 San Francisco, CA 94118	41538xxxx0				3.7	6
Capital Wealth Strategies	2790 N Academy Blvd Ste 331, Colorado Springs, CO 80917	71963xxxx9
Pann / DeYoung Wealth Management Group	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71930xxxx7
Edward Jones - Financial Advisor: Kevin C Dunbaugh, CFP®\|AAMS™	7836 N Academy Blvd, Colorado Springs, CO 80920	71959xxxx0	acc********@e********.com
Wealth Management Group, LLC	1125 The Financial Center, 505 20th Street North, Birmingham, AL 35203	20558xxxx0		5	1
Thrivent Financial-Cheryl Mhn	1119 N Wahsatch Ave Ste 3, Colorado Spgs, CO 80903	71964xxxx3
The Institute For Wealth Management LLC	155 S Madison St # 330, Denver, CO 80209	30357xxxx0	adr***@i***************.com
SH Wealth Management Group - UBS Financial Services Inc.	500 Campus Drive, Florham Park, NJ 07932 · ~3 mi	97336xxxx1
Beacon Path Capital	1426 N Hancock Ave, Colorado Springs, CO 80903	71971xxxx3
Minkoff & Associates - Ameriprise Financial Services	432 Clay St San Francisco, CA 94111	41539xxxx0	dns***@a*.com			5	6
The Dodge Team	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71938xxxx4
Alt Qam	12325 Oracle Blvd, Colorado Springs, CO 80921	71952xxxx5	bec@i*****.net
Chase Bank	1811 19th Ave, San Francisco, CA 94122	41575xxxx0	acc********@c**.com	3.6	17	2.7	35			871051	5277
Northwestern Mutual Financial Network	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx5	ann*******@n.com			1.8	18
MetLife	4297 Austin Bluffs Pkwy Ste 100, Colorado Springs, CO 80918	71949xxxx2	abc*****@m****.com							298227	34	305000
Cetera Advisors	1465 Kelly Johnson Blvd Ste 305, Colorado Springs, CO 80920	71959xxxx0	a@c*************.com
USAA	Serving theUnited States Air Force Acad Area	86636xxxx6
Prime Wealth Management	2936 Domingo Ave Ste 1 Berkeley, CA 94705	51038xxxx9	rpr*@p********.com			5	3			1101		1100
Prudential Financial	4905 N Union Blvd, Colorado Springs, CO 80918	71935xxxx9	a.w***@p*******.com
Ecclesiastes Wealth Partners - Ameriprise Financial Services, LLC	3610 Shire Blvd, Ste 212, Richardson, TX 75082 · ~32 mi	97263xxxx0	amy****@a*.com
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
BKS Investments	749 Sally Hill Ct, Monument, CO 80132	71433xxxx0
Elevated Investments	3578 Hartsel Dr # 330, Colorado Springs, CO 80920	71951xxxx4
LPL Financial	130 E Kiowa St, Colorado Springs, CO 80903	71963xxxx6	aar******@l.com
Ladrow, Bryan, CFP	201 E Las Animas St, Colorado Springs, CO 80903	71926xxxx4	bry*******@a*.com
Chase Bank	2323 Irving St, San Francisco, CA 94122	41575xxxx0	acc********@c**.com	2.5	20	2.7	37			871051	5277
Alpine Bank	90 S Cascade Ave Ste 100, Colorado Springs, CO 80903	71942xxxx0	aak*******@a*******.com
The Wealth Wiz	6400 Christie Ave, Emeryville, CA 94608	51329xxxx7	lin@t**********.com			4.7	18
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77
Edward Jones - Financial Advisor: Jacob D Larsen	1716 W Uintah St, Colorado Springs, CO 80904	71963xxxx5	a.j*******@e********.com
Edward Jones - Financial Advisor: Tracy E Barber IV, AAMS™	2790 N Academy Blvd Ste 326, Colorado Springs, CO 80917	71938xxxx0	a.j*******@e********.com
BNY Mellon Wealth Management Boston MA	201 Washington St, Boston, MA 02108	61742xxxx8	jen*********@b******.com	3.5	6
Marcus Leung- MassMutual	101 Montgomery St Ste 600 San Francisco, CA 94104	41574xxxx1	aan****@f***********.com			5	1
Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors	4725 S Monaco St Suite 110, Denver, CO 80237	72065xxxx6	inf@a**********.com	4.6	43
John Gardner-Morgan Stanley	121 S Tejon St, Colorado Springs, CO 80903	71957xxxx8	acm*********@m**********.com
New England Financial	7350 Campus Dr Ste 300, Colorado Springs, CO 80920	71963xxxx4
North American Investment Services	255 Jefferson St Unit 103, Monument, CO 80132	71948xxxx7	nai*******@g**.com
Schroders Investment Management N America	7 Bryant Pk, New York, NY 10018	21264xxxx0	abd*******@s******.com	5	3					5974	619	6600
Wichita Wealth Management, LLC	889 N Maize Rd #109, Wichita, KS 67212	31672xxxx0	ama*@w**********.com
Williams Wealth Management	2500 Regency Pkwy, Cary, NC 27518	91934xxxx8	inf@w*****.com	5	1
John Baldassari-Morgan Stanley	121 S Tejon St, Colorado Springs, CO 80903	71947xxxx9	acc********@m**********.com
Wells Fargo Advisors	9649 Prominent Pt, Colorado Springs, CO 80924	71952xxxx0
Strategy Squad	Oakland, CA 94612	88865xxxx3	dia*********@s**********.com			5	1	5	13			143
Charles Schwab	106 W Portal Ave, San Francisco, CA 94127	41524xxxx2	jan***@s***.com	4.2	14	2.1	14
Edward Jones - Financial Advisor: Erik Dartsch	1200 Highway 24 Ste 201, Woodland Park, CO 80863	71975xxxx0	a.j*******@e********.com