Business List: Investment Bank 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
Sumitomo Bank	555 California St Ste 3350 San Francisco, CA 94104	41561xxxx0
Wells Fargo Advisors	102 S Tejon St Ste 1000, Colorado Springs, CO 80903	71963xxxx0	ali**********@w***************.com							188275		189000
Bank of the West	2606 Ocean Ave, San Francisco, CA 94132	41523xxxx2	aab**@b**********.com			3	15
NOVA Financial Services	5731 Silverstone Ter Ste 280, Colorado Springs, CO 80919	71963xxxx5	mik@i************.com
Innovative Financial Management	3535 American Dr, Colorado Springs, CO 80917	71957xxxx0	ste********@l.com							144		144
St. James Investment Company	3838 Oak Lawn Ave #1414, Dallas, TX 75219	21448xxxx0	bi@s**.com
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
The Bank of Guam	404 Montgomery St San Francisco, CA 94104	41539xxxx0	aar*****@b*******.com			3	4
Jon Skorich - Financial Advisor, Ameriprise Financial Services	1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921	71959xxxx1	dan********@a*.com
Wells Fargo Bank	725 Irving St, San Francisco, CA 94122	41539xxxx4	aar********@w*******.com	4.3	8	2.9	38			153567		11
First Republic Bank	3533 California St, San Francisco, CA 94118	41583xxxx8	aac********@f**********.com	3.9	7	4	24			89729	259
The Police Credit Union	802 Bryant St San Francisco, CA 94103	80022xxxx1	aar@t********.org			2.2	12
Comerica Bank	1 Embarcadero Ctr St Level San Francisco, CA 94111	41595xxxx0	aam*****@c*****.com			1.8	38			13166	1097	14000
Sterling Bank & Trust	5498 Geary Blvd San Francisco, CA 94121	41537xxxx0	agl**@s*********.com			3.9	8			307
UMB Bank	101 N Cascade Ave, Colorado Springs, CO 80903	71963xxxx0	abi*********@u.com
Legacy Wealth Management Inc	7045 Campus Dr Ste 101, Colorado Springs, CO 80920	71938xxxx5	ala@l*********.com
U.S. Bank Branch	3550 Geary Blvd, San Francisco, CA 94118	41583xxxx0	aar**********@u***.com	3	22	3.5	10			345438	5408	348000
Northern Trust	1313 N Market St Suite 5300, Wilmington, DE 19801	30242xxxx0	ams***********@n*.com
Carson Wealth	13710 Struthers Rd Ste 220, Colorado Springs, CO 80921	71952xxxx8	abr**@c*********.com
East West Bank	3601 Balboa St San Francisco, CA 94121	41566xxxx0	a.j*******@e*********.com			2.2	5
Wells Fargo Bank	2020 Market St, San Francisco, CA 94114	41586xxxx6	aar********@w*******.com	3	8	2.7	27			153852		11
U.S. Bank Branch	3471 California St San Francisco, CA 94118	41568xxxx3	aar**********@u***.com
Oasis Investments	1490 Farnham Pt, Colorado Springs, CO 80904	71963xxxx7
J.P. Morgan Private Bank	1980 Festival Plaza Dr Suite 800, Las Vegas, NV 89135	70268xxxx0	dom*************@j*****.com	2.3	3
First Republic Bank	1088 Stockton St, San Francisco, CA 94108	41583xxxx8	aa@f************.com			4	15
Wells Fargo Advisors	15844 Jackson Creek Pkwy, Monument, CO 80132	71948xxxx0
Wells Fargo Advisors	560 Garden Of The Gods Rd, Colorado Springs, CO 80907	71952xxxx5
UBS Financial Services Inc.	95 State St Suite 2210, Salt Lake City, UT 84111	80152xxxx0	alb**********@u.com	4.5	2
K B Investment	6050 Stetson Hills Blvd, Colorado Springs, CO 80923	71959xxxx0	inf*******@u*****.com
Cathay Bank	919 Clement St San Francisco, CA 94118	41583xxxx8	aar****@c*******.com			1	1
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
Bank of the Orient	317 6th Avenue San Francisco, CA 94118	41533xxxx9	ada****@b*******.com		502	4.3	7
US First Credit Union	2938 Lyon St San Francisco, CA 94123	80048xxxx0				2.5	2
Copper Run	1201 Dublin Rd floor 3, Columbus, OH 43215	61488xxxx6	aha@c*********.com	4.3	6
RG Investments, No 2, LLLP	4615 Northpark Dr Ste 101, Colorado Springs, CO 80918	71959xxxx0
Odeon Capital Group LLC	750 Lexington Ave, New York, NY 10022	21225xxxx0	aar**@o*****.com
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
Pema Investments	1410 Dustry Dr, Colorado Springs, CO 80905	71957xxxx6	cca**@t**********.com
Morgan Stanley	111 S Tejon St Ste 600, Colorado Springs, CO 80903	71963xxxx3
Furst Investment	1754 W Slauson Ave, Los Angeles, CA 90047	32329xxxx7		5.05
First Republic Bank	558 Presidio Blvd, San Francisco, CA 94129	41556xxxx8	aac********@f**********.com	4	4	4.2	10			89730	259
Comerica Bank	4950 N Garland Ave, Garland, TX 75040 · ~28.7 mi	97249xxxx5	akr***@c*****.com												3.5	6
Chris Young - Private Wealth Advisor, Ameriprise Financial Services	201 E Las Animas St Ste 103, Colorado Springs, CO 80903	83093xxxx8	chr******@a*.com
Carma VanOrman - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71939xxxx4	adm@d*********.com							19		20
Patelco Credit Union	1405 Noriega St, San Francisco, CA 94122	80035xxxx8	aab**@p****.org	3.7	17	3.8	65			34555	705	34000
Wells Fargo Bank	333 Linden Ave South San Francisco, CA 94080	65087xxxx3	aar********@w*******.com			2.4	22
W Partners \| Investment Banking \| M&A	4370 La Jolla Village Dr #303, San Diego, CA 92122	85833xxxx4	kwi***@w******.com	1	1
Brian Prosser-Thrivent	2060 Briargate Pkwy, Colorado Springs, CO 80920	71935xxxx3	adm@d*********.com
Union Banc Investment Services LLC	Bank of California Building, 400 California St, San Francisco, CA 94104	41576xxxx0	aam*****@u******.com
Bank of America Financial Center	1335 4th St San Francisco, CA 94158	41522xxxx9	ahm*****@b*.com			5	1
Financial Investments Corporation	50 E Washington St, Chicago, IL 60602	31249xxxx3	alu*@f***.com	1.01
Waterview Investment Banking, Inc.	12770 Coit Rd Ste 1218, Dallas, TX 75251 · ~33.5 mi	46991xxxx7	kar********@w*********.com												4	1
The O'Neil Group Company	455 E Pikes Peak Ave, Colorado Springs, CO 80903	71944xxxx0	con********@t************.com
Bank of America Financial Center	1275 Fell St, San Francisco, CA 94117	41550xxxx2	ahm*****@b*.com	2.1	38	2	56			886838
Bank of the West	505 Montgomery St San Francisco, CA 94111	41561xxxx3	aab**@b**********.com			5	1
Bank of America Financial Center	2675 Geary Blvd Ste A105 San Francisco, CA 94118	41522xxxx1	ahm*****@b*.com
Citibank	260 California St San Francisco, CA 94111	41581xxxx5	abb********@c*.com			1.9	15
U.S. Bank Branch	1435 Stockton St San Francisco, CA 94133	41539xxxx0	aar**********@u***.com			2.4	13			345460	5397	348000
HighBank Advisors	1 South St #1260, Baltimore, MD 21202	44347xxxx0		5	1
Payment Processing Direct	22 Chruch St San Francisco, CA 94114	41555xxxx0				5	1
East West Bank	498 Clement St, San Francisco, CA 94118	41566xxxx8	a.j*******@e*********.com			2.6	5
East West Bank	2219 Irving St, San Francisco, CA 94122	41556xxxx0	a.j*******@e*********.com			2.4	20
Sterling Bank & Trust	2045 Van Ness Ave, San Francisco, CA 94109	41567xxxx0	agl**@s*********.com			4	9
Innovative Financial Management	18 N Sierra Madre St Ste F, Colorado Springs, CO 80903	71957xxxx0	ste********@l.com
Investment Bank	1452 W Horizon Ridge Pkwy #129, Henderson, NV 89012	88899xxxx4	a@i*************.com	4.95
San Francisco Federal Credit Union	4375 Geary Blvd, San Francisco, CA 94118	41577xxxx7	adu*************@s************.com	4.4	73	4.1	90
Money Concepts	1045 Allegheny Dr, Colorado Springs, CO 80919	71959xxxx1	a@m************.com
Wells Fargo Bank - 22nd-Mission	2595 Mission St San Francisco, CA 94110	41539xxxx3	aar********@w*******.com			2	32
San Francisco Federal Credit Union	4800 Mission St, San Francisco, CA 94112	41577xxxx7	adu*************@s************.com	4.6	146	4.2	95			9800	363	9700
Liberty Ridge Advisors	800 5th Ave #4100, Seattle, WA 98104	20642xxxx2	gr@l********.com	3.01
William Blair	150 N Riverside Plaza, Chicago, IL 60606	80062xxxx7	aag***@w*********.com	4	9					1880	273
Banc of America Investment Services	211 N Robinson Ave, Oklahoma City, OK 73102	40523xxxx0	aam*******@b**********.com	4.5	2
Sharms Investments	223 N Wahsatch Ave, Colorado Springs, CO 80903	71963xxxx4
Barclays	1301 6th Ave, New York, NY 10019	21252xxxx0	ben***********@b*****.com	2.8	9
Money Concepts	721 N Tejon St, Colorado Springs, CO 80903	71944xxxx2	a@m************.com
Qc Investments	1280 Lone Scout Lookout, Monument, CO 80132	71948xxxx6
J.P. Morgan Private Bank	201 St Charles Ave 28th Floor, New Orleans, LA 70170	50462xxxx3	acc****************@j*****.com	5	2					90157		115000
Polam Federal Credit Union	5923 Geary Blvd San Francisco, CA 94121	41575xxxx0	nn@p*******.com
Felker Investments	Colorado Springs, CO 80903	71963xxxx6
Chase Bank	1720 Fulton St San Francisco, CA 94117	41566xxxx5	acc********@c**.com	4	29	2.1	21			871051	5277
Janney Montgomery Scott LLC	Three Logan Square, 1717 Arch St, Philadelphia, PA 19103	21566xxxx0	aal****@j***.com	3.5	2					1620
Wetzel, Rickie D Agt - Rickie D Wetzel, AGT	731 N Tejon St, Colorado Springs, CO 80903	71933xxxx3
TD Ameritrade	409 Throckmorton St, Fort Worth, TX 76102	81733xxxx0	aam*********@t*********.com	3.5	6					393137
Financial Advisor: Julian B Heron II	Colorado Springs, CO 80905	71957xxxx3	a.j*******@e********.com
Baker Investments	4667 Stone Manor Hts, Colorado Springs, CO 80906	71963xxxx4	afi***********@g****.com
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
Wells Fargo	655 8th St Fl 1 San Francisco, CA 94103	41537xxxx0	aar********@w*******.com			3	6
Kimberly Maez - Private Wealth Advisor, Ameriprise Financial Services	1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921	71959xxxx3	aub************@a*.com
Chase Bank	5655 Geary Blvd, San Francisco, CA 94121	41575xxxx3	acc********@c**.com	2.7	15	2.4	52			938500	6467	37
Jeremiah Massey-Thrivent	2060 Briargate Pkwy, Colorado Springs, CO 80920	71942xxxx5	adm@d*********.com
Chase Bank	926 Taraval St, San Francisco, CA 94116	41575xxxx1	acc********@c**.com			3.4	18				5
Baird Global Investment Banking	8000 Maryland Ave Suite 500, St. Louis, MO 63105	31444xxxx0	aac***@r****.com	5.02						7743	904	8440
BMO Harris Bank	Spear Tower One Market Plz Ste 1515 San Francisco, CA 94105					1	53
First American Financial Co	2728 Thrush Grv, Colorado Springs, CO 80920	71959xxxx4	aal*@f****.com
BANCWEST INVESTMENT SERVICES, INC	13220 California St, Omaha, NE 68154	80033xxxx9	aab**@b**********.com	3	2					55515	794	55661
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
Kelly Kennedy - Raymond James	540 N Cascade Ave Ste 101, Colorado Springs, CO 80903	71947xxxx8	aar**********@r*********.com									202
Tri Counties Bank	699 Portola Dr San Francisco, CA 94127	41566xxxx0	aar*******@t*.com			2.2	5			3377	626	3700
The Police Credit Union	2400 Irving St, San Francisco, CA 94122	80022xxxx1	aar@t********.org	4.6	17	3.5	84			1946
Chase Bank	3998 24th St, San Francisco, CA 94114	41528xxxx0	acc********@c**.com	3.6	19	3.1	39			871051	16
SF Fire Credit Union	3201 California St, San Francisco, CA 94118	41567xxxx0	aay*@s*****.org	3.7	95	3.5	355			1403	525
J.P. Morgan Private Bank	110 W 7th St 17th Floor, Tulsa, OK 74119	91858xxxx0	ale***@j*****.com	4.5	6
Davinci Financial Planning	5321 Cliff Point Cir W, Colorado Springs, CO 80919	71963xxxx4
Arkenstone Financial	1824 Woodmoor Dr, Monument, CO 80132	71969xxxx5
Chase Bank	401 California St, San Francisco, CA 94104	41578xxxx7	acc********@c**.com			3.7	26
Bank of the West	480 Columbus Ave San Francisco, CA 94133	41598xxxx4	aab**@b**********.com			3.2	12
Five Rings Financial	2121 Academy Cir, Colorado Springs, CO 80909	71923xxxx2
Cetera Advisors	1418 N Tejon St, Colorado Springs, CO 80907	71947xxxx3
Golden 1 Credit Union	1560 3rd St Ste A-C San Francisco, CA 94143	87746xxxx1	aac******@g****.com			3	12
Bank Street Investment LLC	24 Bank St, New Milford, CT 06776	86079xxxx9		2.88
East West Bank	5501 Geary Blvd San Francisco, CA 94121	41593xxxx8	a.j*******@e*********.com			4.7	3
Charles Schwab	111 S Tejon St Ste 109, Colorado Springs, CO 80903	71963xxxx6	ask****@s***.com							646273	189	659000
Citibank	2000 Irving St San Francisco, CA 94122	41564xxxx1	abb********@c*.com			2	27
Patelco Credit Union	124 2nd St, San Francisco, CA 94105	80035xxxx8	aab**@p****.org	3.9	46	2.5	180			34555	705	34000
Chase Bank	3301 Geary Blvd, San Francisco, CA 94118	41566xxxx5	acc********@c**.com	4.3	25	2.9	35			3	5	3
Ascent Financial	5875 Lehman Dr Ste 200, Colorado Springs, CO 80918	71926xxxx0	dou@a******************.com
7th Harvest Investments	100 N Central Expy Ste 1210, Richardson, TX 75080 · ~32.5 mi	97223xxxx5	bal@7*****************.com
Forbes, Lisa, AGT	5755 Mark Dabling Blvd, Colorado Springs, CO 80919	71959xxxx2	ame****************@a*.com
Jeffrey MacLean - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71923xxxx0	adm@d*********.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
Keith Cusack - Financial Advisor, Ameriprise Financial Services	1910 Vindicator Dr Ste 104, Colorado Springs, CO 80919	30327xxxx5	apr*********@a*.com
Bank of the Orient	1023 Stockton Street San Francisco, CA 94108	41533xxxx4	ada****@b*******.com			4.5	2
Thomas L Castle Inc	4105 Mcpherson Ave, Colorado Springs, CO 80909	71959xxxx6	and*@c********.com
Dunwoody Asset Management	260 W Peachtree St NW, Atlanta, GA 30303	77071xxxx9
WFG Investments Inc	2228 Shadowlake Dr, Oklahoma City, OK 73159	40560xxxx0		3.3	3
Kurt White - Financial Advisor	1485 Kelly Johnson Blvd, Colorado Springs, CO 80920	71926xxxx1	aad*@s**.org
Brian Peters - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71967xxxx4	adm@d*********.com
Redwood Credit Union	1390 Market St, San Francisco, CA 94102	80047xxxx8	aa@r********.org			3.4	108
Worthington, Clay	6685 Delmonico Dr, Colorado Springs, CO 80919	71959xxxx4	abc*****@e********.com
Young, Jane M	7025 Tall Oak Dr Ste 210, Colorado Springs, CO 80919	71926xxxx0
Cusack, Keith	1910 Vindicator Dr, Colorado Springs, CO 80919	71952xxxx2	apr*********@a*.com
Bank of the West	295 Bush St, San Francisco, CA 94104	41576xxxx6	aab**@b**********.com	2.5	32	1.4	184
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
Silicon Valley Bank	2100 N Greenville Ave Ste 300, Richardson, TX 75082 · ~32.3 mi	97245xxxx0	aa@s**.com												3.5	4
Chase Bank	2300 16th St, Ste 290 San Francisco, CA 94103	41570xxxx3	acc********@c**.com			2.4	30
Usaa	8261 Caravel Dr, Colorado Springs, CO 80920	21045xxxx0	aar******@u*.com
DC Advisory US - Chicago	300 N La Salle Dr 20th floor, Chicago, IL 60654	31294xxxx0	aar*******@d*******.com
Zach Schut - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71972xxxx0	adm@d*********.com
Citibank	4638 Mission St, San Francisco, CA 94112	41552xxxx2	abb********@c*.com			1.7	22
Chase Bank	2500 Mission St, San Francisco, CA 94110	41564xxxx9	cha***@c**.com	2.6	23	2.3	20			871051	5277
Integrated Mortgage	1829 Market St San Francisco, CA 94103	41525xxxx2				1.5	2
U.S. Bank Branch	1675 Post St San Francisco, CA 94115	41563xxxx1	aar**********@u***.com			2	1
Barclays Bank	555 California St Fl 30 San Francisco, CA 94104	41526xxxx0	adr*******@b*****.com			1.5	20
Charles Schwab	3478 California St Ste 100 San Francisco, CA 94118	41544xxxx0	jan***@s***.com	3.3	9	2.1	14			646273	189	659000
PKF Investment Banking	3801 PGA Boulevard Suite 600, Palm Beach Gardens, FL 33410	56133xxxx4	asi**@p**.com	5.01
Raymond James Financial Services	421 N Tejon St Ste 100, Colorado Springs, CO 80903	71930xxxx3
First Bank	300A Pine St San Francisco, CA 94104	41578xxxx0	Cli********@f*.com			2.6	11
Edward Jones	4360 19th St San Francisco, CA 94114	41586xxxx7	a.j*******@e********.com		35	5	2			84868
Citibank	350 Rhode Island St Ste 140 San Francisco, CA 94103	41581xxxx2	abb********@c*.com			2	25
Wells Fargo Business Payroll Services	420 Montgomery St San Francisco, CA 94104	80042xxxx4	aar********@w*******.com			1.2	13
J.P. Morgan Private Bank	1900 N Akard St 5th Floor, Dallas, TX 75201	21496xxxx0	acc****************@j*****.com	3.2	9					90236		115000
Season Investments	620 N Tejon St Ste 202, Colorado Springs, CO 80903	71952xxxx0	inf@s***************.com
USAA Financial Center	1855 Telstar Dr, Colorado Springs, CO 80920	80053xxxx2	aar******@u*.com										2	1
BMO Bank	2812 Mission St San Francisco, CA 94110	40836xxxx3	aam********@b.com
Et Investments	Woodland Park, CO 80863	71935xxxx2
Syntal Capital Partners	121 S Tejon St Ste 202, Colorado Spgs, CO 80903	71988xxxx4	ash**********@s***.com
Bank of America Financial Center	5150 Mission St San Francisco, CA 94112	41562xxxx9	ahm*****@b*.com			1.4	40
U.S. BANCORP & CAPITAL TRUST	1150 1st Ave Suite 501, King of Prussia, PA 19406	61099xxxx6	ban**@b*********.com	5	1
First Bank	1000 Taraval St, San Francisco, CA 94116	41566xxxx0	Cli********@f*.com	3.7	3	2.1	11			2506	2	2600
Citibank	1000 Grant Ave San Francisco, CA 94133	41581xxxx3	abb********@c*.com			2.5	11
Morgan Stanley Wealth Management	111 S Tejon St Ste 500, Colorado Springs, CO 80903	71947xxxx4	aar*********@m*********************.com
Quadrant Investment Bankers	501 Faulconer Dr # 1A, Charlottesville, VA 22903	43498xxxx5		5.02
Chase Bank	2429 California St, San Francisco, CA 94115	41529xxxx4	acc********@c**.com			2.2	23			938500	6467	37
Michael T. Collins - UBS Financial Services Inc.	90 S Cascade Ave Ste 930, Colorado Springs, CO 80903	71952xxxx8	alb**********@u.com
Franco, Paul, AGT	1910 Vindicator Dr, Colorado Springs, CO 80919	71952xxxx2	apr*********@a*.com
Citibank	1801 Van Ness Ave, San Francisco, CA 94109	41581xxxx2	abb********@c*.com	3.4	20	3.2	17
Resource Land Holdings	619 N Cascade Ave Ste 201, Colorado Springs, CO 80903	71963xxxx5	aar*******@r*******.com
The LT Investment Group	53 State St Suite 3600, Boston, MA 02109	61772xxxx8	rbc*******@r.com	3.02						11967		13320
Mutual of Omaha® Advisors - Colorado Springs	8610 Explorer Dr Unit 100, Colorado Springs, CO 80920	71953xxxx0	abc*@m**********.com
J.P. Morgan Private Bank	1650 Market St 47th Floor, Philadelphia, PA 19103	21564xxxx7	acc****************@j*****.com	4.4	44					90123		115000
Douglas, Kelly J	2993 Broadmoor Valley Rd, Colorado Springs, CO 80906	71954xxxx1
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
Bank of America Financial Center	4098 24th St, San Francisco, CA 94114	41540xxxx0	ahm*****@b*.com	2.7	24	1.8	60			959610		29
Private Wealth Management \| U.S. Bank	633 W 5th St 29th Floor, Los Angeles, CA 90071	31029xxxx8	3d@u*****.com							345435	5414	348000
First Affirmative Financial Network	5475 Mark Dabling Blvd Ste 108, Colorado Springs, CO 80918	71963xxxx5	and*****@f*************.com
Metropolitan Bank	1355 Stockton St, San Francisco, CA 94133	41598xxxx9	adm@m.bank			5	2
Capstone Investment Financial Group	615 N Nevada Ave Ste 1, Colorado Springs, CO 80903	71947xxxx3	csa@c***********.com
Bear Tooth Woods	5576 Range Rider Dr, Colorado Springs, CO 80923	71953xxxx6	ern@b***********.com
Citibank	130 W Portal Ave, San Francisco, CA 94127	41564xxxx2	abb********@c*.com	4.9	8	2.5	20
Wells Fargo Bank	5455 Geary Blvd, San Francisco, CA 94121	41539xxxx5	aar********@w*******.com	3.4	29	2.7	43			154213		11
MacQuarie Technology Investment Banking	101 California St San Francisco, CA 94111	41564xxxx0				1	1
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
Athena Capital Management Corporation	370 Waco Ct, Colorado Springs, CO 80919	71976xxxx8
Investment Trust Co	3200 Cherry Creek S Dr # 730, Denver, CO 80209	30377xxxx0	cas*******@i************.com	1.52
J.P. Morgan Private Bank	1450 Brickell Ave, Miami, FL 33131	30557xxxx8	abc*@j*****.com	4.5	8					90188		115000
Bridgepoint Investment Banking	816 P St Suite 200, Lincoln, NE 68508	40281xxxx0	ada*@b**********.com	1.01
Bank of the Orient	2001 Irving St San Francisco, CA 94122	41533xxxx0	ada****@b*******.com			3.8	14
UMB Bank	290 E Cheyenne Mountain Blvd, Colorado Springs, CO 80906	71954xxxx0	a.r***@u.com
Bank of America Financial Center	1640 Van Ness Ave, San Francisco, CA 94109	41595xxxx1	ahm*****@b*.com	2.4	59	2.1	62			886838
Goldman Sachs Headquarters	200 West St, New York, NY 10282	21290xxxx0	aar*********@g*********.com	3.5	207					263490		302550
HSBC	601 Montgomery St, San Francisco, CA 94111	41567xxxx9	aar*************@u.hsbc			1.5	64			68261	2259
Morgan Stanley Smith Barney	121 S Tejon St Ste 700, Colorado Springs, CO 80903	71963xxxx3	int********@m**********.com
Missouri Trust & Investment Company	3100 S National Ave #200, Springfield, MO 65807	41745xxxx7	inf@m******************.com	5	1					224	14
J.P. Morgan Private Bank	2029 Century Park E 39th Floor, Los Angeles, CA 90067	31086xxxx8	acc****************@j*****.com	4	5
FOCUS Investment Banking	8065 Leesburg Pike #750, Vienna, VA 22182	20278xxxx4	abr*********@f*********.com	1.47
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
Provident Credit Union	2250 S Shore Ctr Unit C Alameda, CA 94501	51052xxxx4	aal*****@p********.org	4.1	29	4.1	91
East West Bank	1301 Stockton St San Francisco, CA 94133	41598xxxx8	a.j*******@e*********.com			5	1
Aaron Thurston - Financial Advisor, Ameriprise Financial Services	1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921	71959xxxx1	aar***********@a*.com
Bank of America Financial Center	2210 N Coit Rd, Richardson, TX 75080 · ~35.3 mi	97279xxxx0	aca*@b*.com												3	33
Investment Trust Co	7350 Campus Dr, Colorado Springs, CO 80920	71963xxxx7	cas*******@i************.com
Biehl, Mike	2950 Professional Pl, Colorado Springs, CO 80904	71939xxxx1	a.j*******@e********.com
Chad Heberly - Financial Advisor, Ameriprise Financial Services	1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921	71959xxxx3	aub************@a*.com
Financial Advisors U.S. Bancorp Investments	1125 Garden Of The Gods Rd, Colorado Springs, CO 80907	71926xxxx2	aar**********@u***.com							345625	5337	348000
Cathay Bank	540 Montgomery St San Francisco, CA 94111	41539xxxx2	aar****@c*******.com			3	2
Pwr Associates	PO Box 25849, Colorado Springs, CO 80936	71959xxxx0
Deutsche Bank	222 S Riverside Plaza, Chicago, IL 60606	21225xxxx0	bea*******@d.com	2	4
Comerica Bank	2001 Union St, San Francisco, CA 94123	41556xxxx0	aay**@c*****.com	3.2	5	2.3	16			13188	1075	14000
Exchange Bank	545 4th St San Francisco, CA 94107	70754xxxx1	abb*@e*********.com
Enrique Basanez - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71365xxxx3	ape*************@t*****.com
Private Wealth Management \| U.S. Bank	2300 W Sahara Ave 2nd Floor, Las Vegas, NV 89102	70225xxxx0	aar**********@u***.com	4	1					345308	5430	348000
Addison Avenue Investment Services	5725 Mark Dabling Blvd Ste 140, Colorado Springs, CO 80919	71954xxxx2	aar**********@r*********.com
Provident Credit Union	701 Sacramento St, San Francisco, CA 94108	41539xxxx2	aal*****@p********.org	4.3	12	4.4	79			5911	89	5800
Sterling Bank & Trust	400 Montgomery St Suite 100 San Francisco, CA 94104	80094xxxx5	agl**@s*********.com	3	2	3.4	23			308
Timothy B Rohlfing - Private Wealth Advisor, Ameriprise Financial Services	1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921	71959xxxx1	dan********@a*.com
BPU Investment Management, Inc.	301 Grant St #3300, Pittsburgh, PA 15219	41228xxxx0	aba**@w**************.com	5	1
Citibank	451 Montgomery St, San Francisco, CA 94104	41581xxxx0	abb********@c*.com			2.3	35
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
Fidelity Investments	4001 Northwest Parkway, Dallas, TX 75225 · ~33.9 mi	80035xxxx4	a61**@f*****.com												3.5	43
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
BNY Mellon	1501 N Plano Rd Ste 100, Richardson, TX 75081 · ~31.5 mi	41223xxxx0													1.5	8
Secure Future Investor	Serving theUnited States Air Force Acad Area	86653xxxx2
Bank of America Financial Center	2200 Chestnut St, San Francisco, CA 94123	41595xxxx7	ahm*****@b*.com			2.1	36
Scott Family Investments Inc	28 Pourtales Rd, Colorado Springs, CO 80906	71996xxxx2
Vladimir Peterzeil - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	30399xxxx1	adm@d*********.com
Investment Centers of America	700 S Main St, Ottawa, KS 66067	78524xxxx8	ada***@i**************.com
Golden 1 Credit Union	1495 Clay St Oakland, CA 94612	87746xxxx1	aac******@g****.com			2.4	45
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
Wells Fargo Bank	2300 16th St, San Francisco, CA 94103	41543xxxx2	aar********@w*******.com			3	21
Bank of America Financial Center	944 Stockton St San Francisco, CA 94108	41562xxxx7	ahm*****@b*.com			2.9	22
Financial Planning Strategies, Don Leander CFP	6645 Delmonico Dr Ste 101, Colorado Springs, CO 80919	71926xxxx5
Chase Bank	1500 Polk St, San Francisco, CA 94109	41574xxxx5	acc********@c**.com			2.2	62
MetLife	1755 Telstar Dr, Colorado Springs, CO 80920	71953xxxx0	a@m******.com
Chase Bank	2166 Chestnut St, San Francisco, CA 94123	41593xxxx3	acc********@c**.com			2.8	16
Smith, Renae, AGT	1710 Jet Stream Dr, Colorado Springs, CO 80921	71959xxxx3	aub************@a*.com
Hart, Kathryn, AGT	121 S Tejon St, Colorado Springs, CO 80903	71963xxxx0	ame****************@a*.com
Guy Brown Investment Services	1350 E Arapaho Rd, Richardson, TX 75081 · ~31.2 mi	97279xxxx0													1	3
Country Club Bank - Capital Markets Group	9400 Mission Rd Suite 200a, Leawood, KS 66206	80028xxxx9	con****@c************.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
InvestmentBank.com	7525 SE 24th St Suite 485, Mercer Island, WA 98040	88899xxxx4	dat***************@i**.de	4.19
Ing Group	465 California St San Francisco, CA 94104	41537xxxx3	a@i**.com			2.5	2
Chase Bank	255 King St, San Francisco, CA 94107	41534xxxx2	acc********@c**.com			3.3	31			3		3
American Investors Bank and Mortgage	6385 Old Shady Oak Rd Suite 110, Eden Prairie, MN 55344	95293xxxx0	aby******@a****.com	4.5	8					235	2
Dancing Bull Wealth Management	7660 Goddard St Ste 258, Colorado Springs, CO 80920	71944xxxx5	lis@d***********.com
Goldman Sachs & Co	125 High St #1700, Boston, MA 02110	61720xxxx0	aar*********@g*********.com	2.6	5					264208		306000
First Republic Bank	279 W Portal Ave, San Francisco, CA 94127	41550xxxx9	aa@f************.com	4.3	15	4.3	19
Short Rule	1470 Castlecombe Ln, Monument, CO 80132	72028xxxx1	inf@s*******.com
Golden Hills Financial Group	1155 Kelly Johnson Blvd, Colorado Springs, CO 80920	71926xxxx0	gio***@g*************.com
City National Bank - San Francisco Main	150 California St, San Francisco, CA 94111	41557xxxx0	ale**********@c.com			2.8	6			5371	151	5900
Eastern Colorado Bank	444 E Pikes Peak Ave, Colorado Springs, CO 80903	71995xxxx3	ael*@y*************.com	4.7	36
Wells Fargo Bank	1335 Webster St, San Francisco, CA 94115	41522xxxx5	aar********@w*******.com	4	13	1.7	6			154213		11
Fixed Income Securities Inc	18925 Base Camp Rd, Monument, CO 80132	71948xxxx0
Comerica Bank	10601 Forest Ln, Dallas, TX 75243 · ~29.6 mi	97223xxxx0	akr***@c*****.com												3	4
Bank of India-S F Agency	555 California St, Ste 4646 San Francisco, CA 94104	41595xxxx6				1	2
Gann, Brad, AGT	2438 Research Pkwy, Colorado Springs, CO 80920	71932xxxx0	dns***@a*.com
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
Goldman Sachs	2307 Performance Dr, Richardson, TX 75082		aar*********@g*********.com	3.8	10
Bank of the West	2812 Mission St San Francisco, CA 94110	41582xxxx0	aab**@b**********.com			2.1	19
Strategic Equity & Investiment	312 N Prospect St, Colorado Springs, CO 80903	71957xxxx9
Wells Fargo Advisors	5190 N Academy Blvd, Colorado Springs, CO 80918	71941xxxx6
Patelco Credit Union	1200 Clay St, Ste 130 Oakland, CA 94612	80035xxxx8	aab**@p****.org	4.6	11	4.2	93			34551	705	34000
Scottrade, Inc.	9235 N Union Blvd Ste 150, Colorado Springs, CO 80920	71928xxxx0	dns***@s***.com
Rohlfing, Timothy, AGT	1710 Jet Stream Dr, Colorado Springs, CO 80921	71959xxxx1	ame****************@a*.com
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
Sterling Bank & Trust	3800 24th St, San Francisco, CA 94114	41597xxxx0	agl**@s*********.com			2.5	52
Cowen & Co LLC	555 California St Fl 5 San Francisco, CA 94104	41564xxxx0
Bank of America Financial Center	1455 Stockton St, San Francisco, CA 94133	41562xxxx5	ahm*****@b*.com			2.2	29
Bank of America	1455 Market St San Francisco, CA 94102					1	3
Beneficial State Bank	1438 Webster St, Ste 100 Oakland, CA 94612	51073xxxx1	awa**@b************.com			3.2	27
InvestAmerica		84385xxxxxxx4	cha***@i***********.com
Guggenheim Partners	330 Madison Ave, New York, NY 10017	21273xxxx0	a.j******@g***************.com	5	3
Wells Fargo Bank	1595 Sloat Blvd San Francisco, CA 94132	41524xxxx1	aar********@w*******.com			3.3	24
Backstrom Wealth Management	104 S Cascade Ave Ste 103, Colorado Springs, CO 80903	71937xxxx9	gar@b*********.com
Tri Counties Bank	2197 Chestnut St San Francisco, CA 94123	41528xxxx0	aar*******@t*.com			1	1
RBC Capital Markets	225 Franklin St, Boston, MA 02110	61772xxxx0	a.p**@r**.com	4.01
U.S. Bank Branch	443 Castro St, San Francisco, CA 94114	41543xxxx0	aar**********@u***.com	4.4	18	1.7	121			345625	5337	348000
Fidelity Investments	2000 Avenue of the Stars Suite A-50, Los Angeles, CA 90067	80054xxxx3	a61**@f*****.com	3.4	9					313886		328975
Bluestone Investment Banking	3600 S Yosemite St # 600, Denver, CO 80237	30322xxxx9		3.02
Wells Fargo Bank	3431 California St, San Francisco, CA 94118	41554xxxx3	aar********@w*******.com	4	13	3.1	22			153567		11
Cherubin Asset Management	1155 Kelly Johnson Blvd, Colorado Springs, CO 80920	71945xxxx0
Northern Trust	1515 Ringling Blvd, Sarasota, FL 34236	94195xxxx0	ams***********@n*.com	3.9	7
Wells Fargo Bank	1266 Market St, San Francisco, CA 94102	41539xxxx4	aar********@w*******.com			2	49
U.S. Bank Branch	2001 Mission St, San Francisco, CA 94110	41557xxxx0	aar**********@u***.com	2.8	9	4.3	13			345625	5337	348000
Objective, Investment Banking & Valuation	3636 Nobel Dr UNIT 160, San Diego, CA 92122	80084xxxx0	ben******@o********.com	1.01
Lee, Faith	2435 Research Pkwy, Colorado Springs, CO 80920	71928xxxx3	abc*****@e********.com
Edward Jones	1763 S 8th St Ste 1, Colorado Springs, CO 80905	71957xxxx3	a.j*******@e********.com							87288		99000
Baird Global Investment Banking	3000 Bayport Dr Suite 760, Tampa, FL 33607	88823xxxx2	aac***@r****.com	5.01
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
Phalanx Investments	640 Southpointe Ct, Colorado Springs, CO 80906	71936xxxx0
*ETRADE - Temp. CLOSED**	532 Market St San Francisco, CA 94104	86678xxxx4	adv**********@e***.com			1.3	112			167045
Barclays Investment Bank	3344 Peachtree Rd #950, Atlanta, GA 30326	40426xxxx0	adr*******@b*****.com	1.8	21
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
Patelco Credit Union	65 Southgate Ave, Daly City, CA 94015	80035xxxx8	aab**@p****.org	4.1	17	3.7	77			34555	705	34000
Westamerica Bank	343 Sansome St Ste 520 San Francisco, CA 94104	41521xxxx0	akl**********@w********.com			2	3
Houlihan Lokey	10250 Constellation Blvd 5th fl, Los Angeles, CA 90067	31055xxxx1	a@h*.com	5	1
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
East West Bank	743 Washington St San Francisco, CA 94108	41542xxxx5	a.j*******@e*********.com			4.4	8
Chase Bank	2750 Van Ness Ave, San Francisco, CA 94109	41547xxxx2	acc********@c**.com			3.5	17
Allied Financial Group	1881 N Plano Rd, Richardson, TX 75081 · ~31.7 mi	97269xxxx8														1
Primerica	7150 Campus Dr Suite 265, Colorado Springs, CO 80920	71942xxxx8	a.-*****************@p******.com
J.P. Morgan Private Bank	210 Park Ave Suite 2725, Oklahoma City, OK 73102	40523xxxx6	abc*@j*****.com							90045		115000
Investar Bank	4401 St Charles Ave, New Orleans, LA 70115	50438xxxx0	amy******@i*********.com	3.06
InvestmentBank.com	2031 Dexter Ave N #1, Seattle, WA 98109	88899xxxx4	a@i*************.com	5.01
Chase Bank	301 Clement St, San Francisco, CA 94118	41538xxxx8	abc*@c**.com	3.1	15	2.6	54			871051	5277
U.S. Bank – Wealth Management Banker: Elza Mlivic	10100 W 119th St, Overland Park, KS 66213	91332xxxx1	aar**********@u***.com
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
Kopper Investment Management	2 N Cascade Ave, Colorado Springs, CO 80903	71957xxxx0
Wells Fargo Bank	3027 16th St, San Francisco, CA 94103	41539xxxx3	aar********@w*******.com			2.6	28			157018
Wells Fargo Bank	4045 24th St, San Francisco, CA 94114	41555xxxx8	aar********@w*******.com	3.1	19	2.7	34			153852		11
SF Fire Credit Union	3908 24th St San Francisco, CA 94114	41567xxxx0	aay*@s*****.org	5	2	5	1			1506	526	1500
U.S. Bancorp Investments - Financial Advisors: Omaha	1700 Farnam St, Omaha, NE 68102	40253xxxx5	aar**********@u***.com	4.34						341355	3991	343933
Frontier Investment Banking	11350 Tomahawk Creek Pkwy Suite #103, Leawood, KS 66211	91332xxxx0
Christopher Durham - Financial Advisor, Ameriprise Financial Services	2438 Research Pkwy Ste 105, Colorado Springs, CO 80920	71932xxxx0	chr***************@a*.com
Sterling Bank & Trust	1900 Fillmore St, San Francisco, CA 94115	41567xxxx0	agl**@s*********.com			4.2	5
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
Community Bank of the Bay - Oakland	180 Grand Ave Ste 120 Oakland, CA 94612	34123xxxx7	ach***@b****.com			3.9	20			326	68	356
Wells Fargo Bank	2100 Fillmore St, San Francisco, CA 94115	41539xxxx3	aar********@w*******.com	3.4	13	3.6	26			154213		11
Wells Fargo Bank	1560 Van Ness Ave, San Francisco, CA 94109	41539xxxx5	aar********@w*******.com			2.8	38			154213		11
Edward Jones - Financial Advisor: PJ Musilli	5575 Tech Center Dr Ste 216, Colorado Springs, CO 80919	71989xxxx7	a.j*******@e********.com
Heberly, Chad	1710 Jet Stream Dr, Colorado Springs, CO 80921	71959xxxx3	dan********@a*.com									121
Wells Fargo Bank	1726 Haight St, San Francisco, CA 94117	41537xxxx0	aar********@w*******.com	3.9	19	1.8	136			153567		11
Advisors Asset Management Inc	18925 Base Camp Rd Ste 203, Monument, CO 80132	71948xxxx6	aal****@a****.com
Stephanie Colgate - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71980xxxx4	adm@d*********.com
Wells Fargo Bank	2 Grant Ave San Francisco, CA 94108	41539xxxx4	aar********@w*******.com			2.9	43
Citibank	2400 19th Ave, San Francisco, CA 94116	41564xxxx0	abb********@c*.com			2	20
Chase Bank	500 Van Ness Ave San Francisco, CA 94102	41562xxxx8	acc********@c**.com			2.5	30
Ramsay Robert H Investment Counseling	2 N Cascade Ave, Colorado Springs, CO 80903	71947xxxx5
Chase Bank	2900 Mission St, San Francisco, CA 94110	41582xxxx3	cha***@c**.com	2.7	32	1.9	47			6	4	6
Sanson, Bryan	2438 Research Pkwy, Colorado Springs, CO 80920	71932xxxx0	dns***@a*.com
Bank of the West	301 Mission St San Francisco, CA 94105	41540xxxx4	aab**@b**********.com			2.6	5
Federal Investment Center	14145 Proctor Ave, Bassett, CA 91746	62696xxxx3		3.73
California Bank & Trust	5255 Geary Blvd San Francisco, CA 94118	41566xxxx1	aar********@c*********.com			2	4
RBC Capital Markets	200 Vesey St #8, New York, NY 10281	21242xxxx0	aar**********@r.com	2.2	23					598869		607000
J.P. Morgan Private Bank	7700 Forsyth Blvd 12th Floor, Suite 1200, St. Louis, MO 63105	31485xxxx8	abc*@j*****.com	2.4	8					90182		115000
Lang Investment Services	236 N Washington St, Monument, CO 80132	71948xxxx7	bxx***@l*******************.com
Wells Fargo Bank	460 Sutter St, San Francisco, CA 94108	41539xxxx0	aar********@w*******.com	3.4	16	3.4	32			154213		11
Umpqua Bank	450 Sansome St, Ste 120 San Francisco, CA 94111	41526xxxx1	ana*************@u*******.com			3.1	27	4	1189	50651	669	49000
Dabling Investments	5825 Mark Dabling Blvd, Colorado Springs, CO 80919	71935xxxx3
First Federal Savings and Loan Association of San Rafael	2298 Lombard St San Francisco, CA 94123	41592xxxx1	com***********@f******.com			3	2
Self-Help Federal Credit Union	2430 Mission St, San Francisco, CA 94110	87736xxxx8	aar***@s*********.org			2.1	23
Northeast Community Federal Credit Union	288 Jones St San Francisco, CA 94102	41544xxxx3	arn*@n***.org			4.8	4
East West Bank	1301 Noriega St San Francisco, CA 94122	41566xxxx3	a.j*******@e*********.com
Fidelity Investments	10855 Hidden Pool Hts Ste 100, Colorado Springs, CO 80908	80034xxxx8	a61**@f*****.com
Silicon Valley Bank	505 Howard St Fl 3 San Francisco, CA 94105	41576xxxx0	aa@s**.com			1.8	5
Sterling Bank & Trust	2555 San Bruno Ave, San Francisco, CA 94134	41550xxxx2	agl**@s*********.com			3.5	8			307
Stifel	501 N Broadway #8, St. Louis, MO 63102	31434xxxx0	abb**@s***.com	4.1	14					4055
Merit Investment Bank	650 S Cherry St Ste 1100, Denver, CO 80246	30386xxxx9	inf@m*****************.com	5.01
Spectrum Credit Union	1 Market Street Spear Tower Ste 3600 San Francisco, CA 94105	41577xxxx0	dro***@s*******.org
Wells Fargo Private Bank	90 S Cascade Ave, Colorado Springs, CO 80903	71957xxxx9	aar********@w*******.com
Poppy Bank	1750 Fulton St Lucky San Francisco, CA 94117	41579xxxx0	abd*****@p**.bank			2	1
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
Caliber Home Loans	1975 Research Pkwy Ste 100, Colorado Springs, CO 80920	71926xxxx0	a@m******.com					2.3	915	697670	4143	683000
Kratos Capital	14160 Dallas Pkwy Ste 740, Dallas, TX 75254 · ~36.8 mi	97284xxxx0	ddi***@k**********.com													2
Long, Chris	1125 Kelly Johnson Blvd, Colorado Springs, CO 80920	71969xxxx2	dns***@a*.com
First Command Financial Services Inc	6760 Corporate Dr Ste 100, Colorado Springs, CO 80919	71938xxxx2	aan****@f*********.com							7236	271
Citibank	1900 Noriega St, San Francisco, CA 94122	41564xxxx4	abb********@c*.com	1.7	14	1.9	16
Chase Bank	3749 Buchanan St San Francisco, CA 94123	41521xxxx7	a.b@c****.com			4.4	7
Investment Centers of America	5555 W Grande Market Dr, Appleton, WI 54913	86627xxxx2	ada***@i**************.com	3.02
Bank of America Financial Center	5268 Diamond Heights Blvd San Francisco, CA 94131	41595xxxx3	ahm*****@b*.com	3	2	2.4	22			886838
Securities America Inc	7045 Campus Dr, Colorado Springs, CO 80920	71938xxxx5	aad******@s**************.com
Independent Investment Bankers	600 Congress Ave. 14th floor, Austin, TX 78701	51226xxxx0	con**@p***********.org	3.73
Comerica Bank	811 S Central Expy, Richardson, TX 75080 · ~32.7 mi	97223xxxx7	akr***@c*****.com													1
Bank of America Financial Center	1007 Taraval St, San Francisco, CA 94116	41524xxxx0	ahm*****@b*.com			2.4	37
Balzer Law Firm	Serving theUnited States Air Force Acad Area	97034xxxx9	cod@b*******.com
Deyoung, Tyler	102 S Tejon St, Colorado Springs, CO 80903	71938xxxx8	pdw@r.com									106
Bank of America Financial Center	445 Powell St San Francisco, CA 94102	41562xxxx8	ahm*****@b*.com			2.8	50			886838
Zeller Wealth Management	13540 Northgate Estates Dr, Colorado Springs, CO 80921	71948xxxx8
Wells Fargo Bank	557 Castro St, San Francisco, CA 94114	41562xxxx2	aar*******@w*******.com	4.2	17	3.1	65			153569		11
Elwell Investments	5 6th St, Colorado Springs, CO 80906	71947xxxx2
Ducera Partners LLC	11 Times Sq, New York, NY 10036	21267xxxx0	abi***@d***********.com	5.01								77
Spire Investment Partners	101 N Cascade Ave, Colorado Springs, CO 80903	71941xxxx4	all***********@s****.com
Standard Chartered Bank	50 Freemont St San Francisco, CA 94101	83133xxxx9	a.n@s*.com
Steward Investment Bank	265 Church St, New Haven, CT 06510	51624xxxx4		3.614
RBC Wealth Management Branch - Colorado Springs	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71947xxxx0
Bank of America Financial Center	9308 Forest Ln, Dallas, TX 75243 · ~31.5 mi	21434xxxx2	adi********@m.com												2	171
ASI Capital	9475 Briar Village Pt Ste 325, Colorado Springs, CO 80920	71930xxxx6	bri@t***********.group										5	1
U.S. Bank Branch	1300 El Camino Real, San Bruno, CA 94066	65087xxxx0	aar**********@u***.com			4.1	20
Bank of America Financial Center	1 Powell St San Francisco, CA 94102	41583xxxx4	ahm*****@b*.com			2.3	68
Baird Global Investment Banking	4 Main St # 50, Los Altos, CA 94022	65094xxxx0	aac***@r****.com
Sound Investment Strategies, Inc.	1811 N 7th St, Colorado Springs, CO 80907	71964xxxx3	j.s**@s*************************.com
Commerzbank AG	225 Liberty St, New York, NY 10286	21226xxxx0	dom********@c********.com	4.4	7					165328		164371
HGZ Strategic Invstmnt Advisor	18330 Spruce Rd, Monument, CO 80132	71948xxxx3
American National Insurance	6475 Wall St Ste 101, Colorado Springs, CO 80918	71968xxxx7	age*******@a*************.com
InvestmentBank.com - Tacoma	2515 S Hood St, Tacoma, WA 98402	88899xxxx4		5.02
City National Bank - Oakland	1180 Broadway Oakland, CA 94607	51028xxxx8				5	3
Wells Fargo Bank	145 W Portal Ave, San Francisco, CA 94127	41539xxxx6	aar********@w*******.com	4.4	16	3.2	45			154213		11
Citibank	99 Post St, San Francisco, CA 94104	41581xxxx3	abb********@c*.com			3	33
Winterburn Investments	1932 Alpine Dr, Colorado Springs, CO 80909	71963xxxx7
Wells Fargo ATM	2815 Diamond St San Francisco, CA 94131	80086xxxx7
Bella Integrity Investment Inc	1272 Crown Haven Cir, Colorado Springs, CO 80919	71937xxxx0
Mechanics Bank	801 San Pablo Avenue, Albany, CA 94706	51055xxxx0	aar*****@m**********.com			3.7	36
Partnerscapital	7660 Goddard St Ste 120, Colorado Springs, CO 80920	71959xxxx7	ste@p************.com
Wells Fargo Bank	3432 W Buckingham Rd, Garland, TX 75042 · ~29.3 mi	97248xxxx0	aar********@w*******.com												1	1
Chase Bank	265 Winston Dr, San Francisco, CA 94132	41556xxxx1	cha***@c**.com			2.6	51			939512	6467	37
Wells Fargo	601 Market St San Francisco, CA 94105	62826xxxx3	aar********@w*******.com
Monumental Investment Group	17235 Leggins Way, Monument, CO 80132	71948xxxx4
Bank of San Francisco	345 California St Ste 1600 San Francisco, CA 94104	41574xxxx0	ale*******@b****.com			4.4	20
Raymond James Financial Services Inc	228 N Cascade Ave Ste 300, Colorado Springs, CO 80903	71947xxxx8
Cpc Investment Banking	14001 Dallas Pkwy, Dallas, Tx 75240 · ~36.8 mi	97293xxxx7
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
Baird Global Investment Banking	One Post Office Square, #3617, Boston, MA 02109	61742xxxx4	aac***@r****.com							7858	916
Eagle Rock Wealth Strategies - Ameriprise Financial Services	1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921	71959xxxx1	dan********@a*.com
Antoun Sehnaoui Investments	Serving theUnited States Air Force Acad Area	70297xxxx0	ant**********@g**.com							75702		72000
Five Star Partners	100 N Central Expy Ste 1205, Richardson, TX 75080 · ~32.5 mi	97223xxxx1	amw@f***************.com													3
Citibank	701 Irving St, San Francisco, CA 94122	41564xxxx3	abb********@c*.com			2.4	8			152658	2053	11
MSB Investments-Nevada Inc	Las Vegas, NV 89109	70265xxxx1		3.45
InvestmentBank.com		88899xxxx4	abd****@i***********.com
Country Club Bank - Capital Markets Group	6660 S Sheridan Rd Suite 150, Tulsa, OK 74133	91874xxxx1	con****@c************.com
Heritage Bank of Commerce	120 Kearny St Ste 2300 San Francisco, CA 94108	41522xxxx0	dou**********@h****.com
Bryan Sanson - Private Wealth Advisor, Ameriprise Financial Services	2438 Research Pkwy Ste 105, Colorado Springs, CO 80920	71932xxxx0	bri*******@a*.com
Bank of America	San Francisco, CA 94102	41568xxxx2				1.3	27
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
Wells Fargo Bank	2454 Noriega St San Francisco, CA 94122	41575xxxx0	aar********@w*******.com			2.4	22			154213		11
Andrew Rothenbury - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71933xxxx8	ada****@t*****.com
Karla Ross Investment Services	711 N Cascade Ave, Colorado Springs, CO 80903	71957xxxx4
Oliver Investment Banking	100 E St Vrain St #100, Colorado Springs, CO 80903	71924xxxx4	bi@o******.com	5.01
Bank of the West	2299 Market St, San Francisco, CA 94114	41581xxxx0	aab**@b**********.com	3	13	2.3	15			98509	1584	99000
Wells Fargo Bank	303 2nd St Fl 1 San Francisco, CA 94107	41553xxxx0	aar********@w*******.com			3.8	25
Deutsche Bank	101 California St Fl 46 San Francisco, CA 94111	41561xxxx0	dat********@d.com			5	1
Bank of America Financial Center	2325 Noriega St San Francisco, CA 94122	41562xxxx0	ahm*****@b*.com			2.6	15
First Republic Bank	44 Montgomery St San Francisco, CA 94104	41539xxxx8	aac********@f**********.com	4.9	7	3.3	12			89729	259
U.S. Bank Branch	4610 Mission St San Francisco, CA 94112	41533xxxx0	aar**********@u***.com			2.5	12
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
Bank of America Financial Center	288 W Portal Ave, San Francisco, CA 94127	41562xxxx1	ahm*****@b*.com			2.7	33
Ffac Investment Club	1035 Galley Sq, Colorado Springs, CO 80915	71957xxxx2
Edward Jones - Financial Advisor: Jennifer Oliverio, CRPC™	1230 Tenderfoot Hill Rd Ste 350, Colorado Springs, CO 80906	71957xxxx7	a.j*******@e********.com									185
Bank of America Financial Center	600 Clement St, San Francisco, CA 94118	41562xxxx4	ahm*****@b*.com	2.7	33	2.2	46
Union Square Investment Co	360 Post St #900, San Francisco, CA 94108	41539xxxx8	web***@u************.com
Golden Hills Financial Group	1445 Golden Hills Rd, Colorado Springs, CO 80919	71926xxxx0	gio***@g*************.com
Citibank	6100 Geary Blvd, San Francisco, CA 94121	41564xxxx5	abb********@c*.com			2.8	26
Altitude Financial Planning	1880 Office Club Pt, Colorado Springs, CO 80920	71948xxxx8	dat******@r*****.com
Edward Jones - Financial Advisor: Rick Tucker	24 S Weber St Ste 305, Colorado Springs, CO 80903	71957xxxx5	acc********@e********.com
Bank of America Financial Center	245 Winston Dr, San Francisco, CA 94132	41562xxxx8	ahm*****@b*.com			2	53
Pacific Postal Credit Union	175 Mendell St San Francisco, CA 94124	41555xxxx7	cle**@p*.org			4	1
Chrysalis Wealth Management - Ameriprise Financial Services	1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921	71959xxxx3	aub************@a*.com							367		379
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
ARG Investment Bankers LLC	48 Wall St, New York, NY 10005	64641xxxx6	inf@a********.com
Cathay Bank	2257 Irving St San Francisco, CA 94122	41545xxxx8	aar****@c*******.com
Tubac Testa Investments LLP	5640 Escapardo Way, Colorado Springs, CO 80917	71959xxxx9
Edward Jones - Financial Advisor: Jerry Paulison	24 S Weber St Ste 305, Colorado Springs, CO 80903	71957xxxx5	a.j*******@e********.com
MLB Investments	1811 Francis Pl, Colorado Springs, CO 80909	71963xxxx2
Chase Bank	555 Mission St San Francisco, CA 94105	41553xxxx5	acc********@c**.com			4.2	11
Bank of the West	801 Clement St, San Francisco, CA 94118	41538xxxx5	aab**@b**********.com			2.9	19			98509	1584	99000
Trent Re & Investments	2118 W Colorado Ave, Colorado Springs, CO 80904	71963xxxx0	jer@m*********.com
Paul Gamache - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71989xxxx4	ada****@t*****.com
J.P. Morgan Private Bank	712 Main St 10th Floor, Houston, TX 77002	71321xxxx3	abc*@j*****.com	3.2	5					90083		115000
Investment Centers of America	3055 N Rock Rd, Wichita, KS 67226	31663xxxx1	ada***@i**************.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
Glanville, Daniel	2812 W Colorado Ave, Colorado Springs, CO 80904	71942xxxx8	a**00@a*****.com
Citibank	1399 Post St, San Francisco, CA 94109	41581xxxx4	abb********@c*.com			1.9	10			154191	1818	11
National Brokerage	1710 Jet Stream Dr Ste 215, Colorado Spgs, CO 80921	71962xxxx2	a.b*****@n*******.com
Tri Counties Bank	130 Battery St San Francisco, CA 94111	41539xxxx2	aar*******@t*.com			1	2
Clayton And Associates Investment Group	6595 Silverwind Cir, Colorado Springs, CO 80923	94172xxxx8
Comerica Bank	910 E Campbell Rd, Richardson, TX 75081 · ~32.2 mi	21457xxxx0	akr***@c*****.com												2.5	9
US Global Asset Investments, LLC	1190 N Carroll Ave, Southlake, TX 76092	81725xxxx3	inf@u***.biz
KeyBank	3 Embarcadero Ctr Ste 2980 San Francisco, CA 94111	41573xxxx0	aar***********@k.com			1	1
Chase Bank	700 Market St, San Francisco, CA 94102	41527xxxx0	acc********@c**.com	2.5	30	2.1	86			8	15	9
Chase Bank	299 Valencia St San Francisco, CA 94103	41570xxxx8	acc********@c**.com			2.4	14			925985	6651	37
Sterling Bank & Trust	825 Irving St, San Francisco, CA 94122	41568xxxx0	agl**@s*********.com			1.9	9
Beacon Business Bank	425 California St Ste 2000 San Francisco, CA 94104	41554xxxx7	aza****@b***************.com
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
Evercore Partners	55 E 52nd St, New York, NY 10055	21285xxxx0	a.-***@e*****.com	4.5	8
Industrial Trust Bank	3142 Depot Ave, Lakeland, FL 33805	47067xxxx9		5	1
MetLife	236 N Washington St, Monument, CO 80132	71949xxxx0
Bridgepoint Investment Banking	1299 Farnam St Suite 1550, Omaha, NE 68102	40281xxxx0	abe*****@b**********.com							174	6
Chase Bank	98 W Portal Ave, San Francisco, CA 94127	41568xxxx4	cha***@c**.com			2.7	30
Milcor Investments Inc	2790 N Academy Blvd, Colorado Springs, CO 80917	71988xxxx7
Ameriprise Financial Services Inc	5755 Mark Dabling Blvd Ste 370, Colorado Springs, CO 80919	71959xxxx2	apr*********@a*.com
Societe Generale & SG Americas Securities	245 Park Ave, New York, NY 10167	21227xxxx0	ame********@s**.com	4.2	38
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
Sterling Bank & Trust	1239 Noriega St, San Francisco, CA 94122	41566xxxx6	agl**@s*********.com			4	1
InvestBank Corp.	848 N Rainbow Blvd #1584, Las Vegas, NV 89107	70253xxxx5	car**@i***********.com
Maiurro, Peter	102 S Tejon St, Colorado Springs, CO 80903	71938xxxx9	pet********@r.com							29		31
Industrial and Commercial Bank of China	1250 Noriega St San Francisco, CA 94122	41566xxxx7	car***@i****.com			1	4
Usaa ATM	Colorado Springs, CO 80920	80053xxxx2	aar******@u*.com
Technology Credit Union	1449 Mission St, San Francisco, CA 94103	80055xxxx0	abe*****@t***.com	3.8	12	4.3	37
Hyde Park Capital Advisors, LLC	701 N Franklin St, Tampa, FL 33602	81338xxxx2	aco***@h************.com	4	2
Silk Investments	2835 Merry Ln, Colorado Spgs, CO 80909	71938xxxx1	abd**********@s*******.com
David Urlaub - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71937xxxx1	adm@d*********.com
Summit Wealth Group	90 S Cascade Ave, Colorado Springs, CO 80903	71963xxxx3	adm*****@c***.com
Preferred Bank	600 California St Ste 550 San Francisco, CA 94108	41523xxxx8	aar****@p**********.com			3	4
National Investment Banking Association	422 Chesterfield Rd, Bogart, GA 30622	70620xxxx0	aca***@s***********.com	4	2
Chad Sheiner - RBC Wealth Management Financial Advisor	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71938xxxx8
Private Wealth Management \| U.S. Bank	4600 Madison Ave 5th Floor, Kansas City, MO 64112	81665xxxx4	aar**********@u***.com							345417	5415	348000
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
Bank of America Financial Center	800 Irving St, San Francisco, CA 94122	41536xxxx2	ahm*****@b*.com	3.2	17	2.8	32			886838
Gold Alliance	Serving theUnited States Air Force Acad Area	80045xxxx5
Chase Bank	101 Montgomery St San Francisco, CA 94104	41595xxxx7	acc********@c**.com			3.3	16
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
Capital Corp Merchant Banking	390 N Orange Ave STE 1800, Orlando, FL 32801	40754xxxx2	ghe**@c***********************.com	5	2
Chad Williams - Ameriprise Financial Services, Inc.	2435 N Central Expy Ste 915, Richardson, TX 75080 · ~32.8 mi	21438xxxx0	cha**********@a*.com
422 E Vermijo Investments	422 E Vermijo Ave, Colorado Springs, CO 80903	71921xxxx3	car@c**********.com
Eddie Vigil-Thrivent	2060 Briargate Pkwy, Colorado Springs, CO 80920	71922xxxx3	ada****@t*****.com
Karla Ross Investment Services	1327 N El Paso St, Colorado Springs, CO 80903	71957xxxx4
California Bank & Trust	1696 Post St San Francisco, CA 94115	41592xxxx0	aar********@c*********.com			3	4
Asset Architects Co	1755 Telstar Dr, Colorado Springs, CO 80920	72051xxxx9
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
Chase Bank	2112 15th St, San Francisco, CA 94114	41535xxxx0	acc********@c**.com	4	56	2.5	50			2	30	2
Bank of America Financial Center	2485 San Bruno Ave, San Francisco, CA 94134	41571xxxx7	ahm*****@b*.com			2.2	37
Fidelity Investments	4509 Creedmoor Rd Suite 101, Raleigh, NC 27612	80053xxxx9	a61**@f*****.com	3.3	13					328890		352000
Bank of America Financial Center	2701 Mission St, San Francisco, CA 94110	41540xxxx2	ahm*****@b*.com			1.6	78
Lending Club	595 Market St Ste 200 San Francisco, CA 94105	88859xxxx9	aab*@l********.com			1.1	32			43760		45000
Wells Fargo Bank	2300 Irving St, San Francisco, CA 94122	41568xxxx0	aar********@w*******.com	2.8	9	3.1	24			154213		11
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
Macquarie Capital	125 W 55th St, New York, NY 10019	21223xxxx0	aar******@m******.com	3.7	3					16434		18411
Wenaas, Kristen, AGT	1710 Jet Stream Dr, Colorado Springs, CO 80921	71959xxxx3	ame****************@a*.com							132717		134000
Leander Don Cert Financial Planner	6645 Delmonico Dr Ste 101, Colorado Springs, CO 80919	71926xxxx5
Bank of the West	1 Front St Fl 25 San Francisco, CA 94111	41559xxxx0				3.3	3
Mechanics Bank	343 Sansome St, Ste 100 San Francisco, CA 94104	41524xxxx1	aar*****@m**********.com	2.4	7	3.7	46
Thurston, Aaron	1710 Jet Stream Dr, Colorado Springs, CO 80921	71959xxxx1	ant*****@a*.com
Blissful Investments	243 Washington St, Monument, CO 80132	71935xxxx0
Oklahoma Capital Investment Board	13905 Quail Pointe Dr, Oklahoma City, OK 73134	40584xxxx6
Mason Luke-Thrivent	2060 Briargate Pkwy, Colorado Springs, CO 80920	71935xxxx8	ada****@t*****.com
Pacific Western Bank	5160 Geary Blvd San Francisco, CA 94118	41566xxxx8	aag***@p***************.com
Chris Curl - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71936xxxx4	adm@d*********.com
Comerica Bank	1201 E Beltline Rd, Richardson, TX 75081 · ~30.9 mi	46933xxxx0	akr***@c*****.com												3	4
Sterling Bank & Trust	115 San Francisco, CA 94127	41568xxxx3	agl**@s*********.com			3.7	3
Empire Investment Holdings LLC	Miami, FL 33126	30540xxxx1	amo**@e*****.com	5.01
MetLife	7270 Janice Pl, Colorado Springs, CO 80920	71959xxxx1	a@m******.com							696703	4066	682000
Wells Fargo Bank	3624 Geary Blvd, San Francisco, CA 94118	41539xxxx8	aar********@w*******.com	3.3	28	3.7	47			153567		11
BBVA Compass	102 S Tejon St, Colorado Springs, CO 80903	71932xxxx0
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
Scott M Hauser - Private Wealth Advisor, Ameriprise Financial Services	2438 Research Pkwy Ste 105, Colorado Springs, CO 80920	71932xxxx0	dns***@a*.com
Credit Agricole CIB	Will Apartment, 1301 6th Ave 42nd floor, New York, NY 10019	21226xxxx0	abd********@c***.com	2.6	13
Integrity Bank & Trust	5550 Powers Center Pt, Colorado Springs, CO 80920	71949xxxx0	aat****@i******************.com										5	7
J.P. Morgan Private Bank	875 15th St NW Floor 10, Washington, DC 20005	20253xxxx0	abc*@j*****.com	2.9	25					83981		102678
Integrity Asset Management	1880 Office Club Pt, Colorado Springs, CO 80920	71927xxxx2
CM Investments Ltd	739 E Cimarron St, Colorado Springs, CO 80903	71966xxxx7
Morgan Stanley Wealth Management	121 S Tejon St, Colorado Springs, CO 80903	71957xxxx1	acm*********@m**********.com
Chase Bank	4669 Mission St San Francisco, CA 94112	41558xxxx4	acc********@c**.com			3.3	29				7
Citibank	245 Market St, San Francisco, CA 94105	41581xxxx9	abb********@c*.com	4.3	25	2.5	18			154291	1843	11
Capital One Café	101 Post St, San Francisco, CA 94108	41524xxxx0	aar**@c*******.com	4.3	200	4.3	398			178330	10245	39
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
Financial Advisors U.S. Bancorp Investments	1520 Briargate Blvd, Colorado Springs, CO 80920	71952xxxx1	ale**********@u***.com							345258	5476	348000
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
Performance Wealth Strategies - Ameriprise Financial Services	2438 Research Pkwy Ste 105, Colorado Springs, CO 80920	71932xxxx0	bri*******@a*.com
Rothschild North America Inc	1251 Avenue of the Americas, 1251 6th Ave # 51, New York, NY 10020	21240xxxx0	alo@t************.com	2.3	3
Charles Schwab	200 California St Fl 01 San Francisco, CA 94111	41526xxxx6	app*****************@s***.com			2.3	20
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
Currency World USA	20997 Redwood Rd, Castro Valley, CA 94546	51046xxxx1	con**@c*************.com	4.2	38	3.8	101
Mission National Bank	3060 16th St, San Francisco, CA 94103	41582xxxx7	all*******@m**.com	3	8	3	10
Private Wealth Management \| U.S. Bank	2202 N Westshore Blvd Suite 200, Tampa, FL 33607	81348xxxx2	aar**********@u***.com							345437	5415	348000
U.S. Bank Branch	1850 Irving St, San Francisco, CA 94122	41566xxxx3	aar**********@u***.com	3.7	9	2.3	11			345625	5337	348000
East West Bank	555 Montgomery St San Francisco, CA 94111	41539xxxx2	a.j*******@e*********.com			1.7	6
Bank of America Advanced Center	425 Market St San Francisco, CA 94105	80062xxxx1	ahm*****@b*.com			4.5	2
Zachary Kibby - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	30194xxxx7	adm@d*********.com
Edward Jones - Financial Advisor: Brian Watkins	18401 Highway 24 Ste 212, Woodland Park, CO 80863	71968xxxx2	a.j*******@e********.com
Chase Bank	1040 Grant Ave San Francisco, CA 94133	41542xxxx2	acc********@c**.com			2.4	21			2	10	2
Goldman Sachs & Co	2001 Ross Ave #2800, Dallas, TX 75204	21485xxxx0	gs-*********@g.com	3.6	19					264202		306000
Russell Investments	1301 2nd Ave #18, Seattle, WA 98101	20650xxxx7	aak*****@r***************.com	4.4	84
UBS AG, Stamford Branch	600 Washington Blvd, Stamford, CT 06901	20371xxxx0	aar*****@u.com	5	1
Q Advisors	999 18th St, Denver, CO 80257	30399xxxx0	adv***@q*.com
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
Citibank	4455 Geary Blvd, San Francisco, CA 94118	41564xxxx9	abb********@c*.com	2	17	2.8	18
San Mateo Credit Union	415 Westlake Ctr, Daly City, CA 94015	65036xxxx5	aag***@s*.org			4.6	167
Thrivent Financial-Cheryl Mhn	1119 N Wahsatch Ave Ste 3, Colorado Spgs, CO 80903	71964xxxx3
Federal Reserve Bank of San Francisco	101 Market St San Francisco, CA 94105	41597xxxx0	aab**@f**.org			4.4	13			9702	5839	10000
Beacon Path Capital	1426 N Hancock Ave, Colorado Springs, CO 80903	71971xxxx3
Independent Bankers Capital	1700 Pacific Ave # 3660, Dallas, TX 75201	21472xxxx5	bco**@i****.com	4.5	2
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
American Federal Investments	215 5th St N, Fargo, ND 58102	70129xxxx8		3.97
LGT Capital Partners (USA) Inc.	1133 6th Ave, New York, NY 10036	21233xxxx0	ale***********@l**.com
Citibank	845 Grant Ave, San Francisco, CA 94108	41581xxxx7	abb********@c*.com			2.3	10			154190	1818	11
Sterling Bank & Trust	4627 Mission St San Francisco, CA 94112	41545xxxx0	abc*@s*********.com			1	4			307
Waterview Investment Banking, Inc.	12770 Coit Rd, Dallas, TX 75251	46991xxxx5	kar********@w*********.com	4	1
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
American Investment & Trust	675 N Main Ave, Sioux Center, IA 51250	71272xxxx8
Prudential Financial	4905 N Union Blvd, Colorado Springs, CO 80918	71935xxxx9	a.w***@p*******.com
Bank of America Financial Center	315 Montgomery St, San Francisco, CA 94104	41522xxxx3	ahm*****@b*.com			1.9	44
Barclays Investment Bank	745 7th Ave, New York, NY 10020	21252xxxx0	adr*******@b*****.com	3.2	60
Elevated Investments	3578 Hartsel Dr # 330, Colorado Springs, CO 80920	71951xxxx4
Wells Fargo Bank	1900 Union St, San Francisco, CA 94123	41539xxxx0	aar********@w*******.com			2.8	26			154213		11
Bank of America Financial Center	1945 Irving St, San Francisco, CA 94122	41562xxxx8	ahm*****@b*.com	2.6	11	3	34			886838
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
Fuselier & Associates Financial	637 Presidential Dr, Richardson, TX 75081 · ~31.3 mi	86693xxxx0	jas*@f****.com												1	4
East West Bank	2533 Noriega St San Francisco, CA 94122	41568xxxx3	a.j*******@e*********.com			3.5	11			6941	17	7700
Quorum Federal Credit Union		80087xxxx4	aar********@q******.org	3.9	199
Alpine Bank	90 S Cascade Ave Ste 100, Colorado Springs, CO 80903	71942xxxx0	aak*******@a*******.com
New York School of Investment Banking	157 William St, New York, NY 10038	64664xxxx5	d-j*@n**************.com
New England Financial	7350 Campus Dr Ste 300, Colorado Springs, CO 80920	71963xxxx4
Berkery Noyes	250 Park Ave, New York, NY 10177	21266xxxx2	aen********@b*********.com									24
Wells Fargo Advisors	9649 Prominent Pt, Colorado Springs, CO 80924	71952xxxx0
Sterling Bank & Trust	2501 Irving San Francisco, CA 94122	41573xxxx6	agl**@s*********.com			1.3	4
Bank of America Financial Center	3701 Balboa St San Francisco, CA 94121	41562xxxx8	ahm*****@b*.com			2.1	35
Charles Schwab	106 W Portal Ave, San Francisco, CA 94127	41524xxxx2	jan***@s***.com	4.2	14	2.1	14
Bank of America Financial Center	3565 California St San Francisco, CA 94118	41595xxxx4	ahm*****@b*.com	2.2	9	1.8	25
Sterling Bank & Trust	2100 Market St, San Francisco, CA 94114	41543xxxx0	agl**@s*********.com			2	11			308