Business List: Financial Advisory Firms in USA

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Granite Harbor Advisors 10603 W Sam Houston Pkwy N Ste. 450, Houston, TX 77064
83246xxxx9 aus***@g************.com 5 23 94 2 105
National Endowment For Financial Education 1550 Market St Ste 475, Denver, CO 80202
30374xxxx3 aco****@n***.org
Ameriprise Financial 7979 E Tufts Ave Ste 715, Denver, CO 80237
30372xxxx5 dns*****@a***.com
RBC Wealth Management 111 Fulford Ave suite b, Bel Air, MD 21014
86656xxxx4 rbc*********@r**.com 1.01
Drew Fitzmorris - Financial Advisor, Ameriprise Financial Services 4750 Venture Dr Ste 150, Ann Arbor, MI 48108
73447xxxx0 dns*****@a***.com 7
America Group Wealth Management - Grand Rapids Financial Advisor 2025 E Beltline Ave SE # 205, Grand Rapids, MI 49546 61620xxxx6 5 4
The Pitzak Group - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
85855xxxx5 acc***************@u**.com
Briggs Dennis 26750 US Highway 19 N # 100, Clearwater, FL 33761 72779xxxx5
Taylor Media Corp St Pete Beach, FL 33706
72748xxxx2 ala*************@t**************.com 443689 63
Morgan Stanley 6775 Crosswinds Dr N, Saint Petersburg, FL 33710 72730xxxx0 aal*******@m************.com
Tierney Erin Ziebelman - Financial Advisor, Ameriprise Financial Services 2134 Curtis St Ste 301, Denver, CO 80205
72054xxxx5 dns*****@a***.com
DHJJ Financial Advisors 184 Shuman Blvd #200, Naperville, IL 60563
63042xxxx0 dan**********@m***.com
Cherry Creek Wealth Advisors 1873 S Bellaire St Ste 550, Denver, CO 80222
30335xxxx0 aar************@r***********.com
Soane Mark M 360 S Monroe St # 600, Denver, CO 80209 30383xxxx0
National Fnd For Education 6500 Central Ave, Saint Petersburg, FL 33707 72738xxxx0
Dash Capital, LLC #MaxYourDash 7424 Victor Mendon Rd, Victor, NY 14564
58544xxxx4 ama***@d******************.com 5 4 357 4 383
Alan Reifler - RBC Wealth Management Financial Advisor 1801 California St Ste 3900, Denver, CO 80202
30359xxxx9 rbc*********@r**.com
Edward Jones - Financial Advisor: Larry G Skiles Jr 283 S Zeeb Rd, Ann Arbor, MI 48103
73499xxxx2 a.j*********@e**********.com 86143 96000
Laura Kellmann - Private Wealth Advisor, Ameriprise Financial Services 2800 S State St Ste 205, Ann Arbor, MI 48104
73447xxxx9 dns*****@a***.com 277 275
New York City Financial Advisor-Financial Planners 60 E 42nd St, New York, NY 10165
64637xxxx0 ago***@f**********.com
World Equity Group Inc 1650 N Arlington Heights Rd Suite 100, Arlington Heights, IL 60004
84734xxxx0 aja*******@w***************.com 4 4
Miller Kaplan 2 Embarcadero Ctr Ste 2280 San Francisco, CA 94111
41595xxxx0 aal*****@m***********.com 3984 38
Wealth Advisory Group LLC 355 Lexington Ave, New York, NY 10017
21254xxxx0 a.-**********@w*****.com 5 1 330 22 336
MANNA WEALTH MANAGEMENT - Miami Financial Advisors 777 Brickell Ave Suite 708, Miami, FL 33131
30530xxxx7 dka****@m********************.com 5 47
Avenue Wealth 8075 Leesburg Pike 5th floor, Vienna, VA 22182
70328xxxx5 ale******@a***********.com 5 1
Benz Insurance 955 W Eisenhower Cir, Ann Arbor, MI 48103
73497xxxx0 aba****@k*************.com 31 36 33
My Online Bookkeeper 100 Pine St Ste 1250 San Francisco, CA 94111
41572xxxx0 hel**@l********.com 4.7 30 1
Clarity Financial Advisors - Ameriprise Financial Services 1310 S Main St Ste 14, Ann Arbor, MI 48104
73499xxxx6 abr**************@a***.com
Essex Financial Group 1401 17th St, Denver, CO 80202
30379xxxx6 abu**********@e******.com
Cherubin Asset Management 501 S Cherry St, Denver, CO 80246
30338xxxx8 hos*******@w*********.com
Betsy Cavanaugh - Old National Bank 2723 S State St, Ann Arbor, MI 48104
73488xxxx6 ale********@o**********.com 34 32184 1543 32000
Liling Lee - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx6 abc***@u**.com
LGT Financial Advisors LLC 2626 Howell St #700, Dallas, TX 75204
21446xxxx0 ade**@l*****.com 320 140
Financial Advisory Systems, PLLC 11710 Plaza America Dr Suite 200, Reston, VA 20190
57137xxxx8 jbe********@m************.com 5 2
Complete Financial Ops Inc 1875 Lawrence St Ste 400, Denver, CO 80202
72088xxxx0 kar**@c*************.com
Credit Repair Palm Harbor, FL 34683 72725xxxx8
Verus Wealth Advisors - Ameriprise Financial Services, LLC 2435 N Central Expy, Ste 870, Richardson, TX 75080
97239xxxx9 bri*************@a***.com 5 1 37 4 39
United Capital Financial Advisors 1450 Lake Robbins Dr # 400, The Woodlands, TX 77380
28190xxxx0 car****@u******************.com
Morgan Stanley 2001 Commonwealth Blvd, Ann Arbor, MI 48105
73482xxxx2 int**********@m************.com 5
Edward Jones - Financial Advisor: Armand Robinson, CFP® 4849 Greenville Ave Bldg 2 Ste 1320, Dallas, TX 75206
21436xxxx6 a.j*********@e**********.com 86258 97000
5
Edward Jones - Financial Advisor: Uri Fleischmann 650 S Cherry St Ste 320, Denver, CO 80246
30332xxxx1 a.j*********@e**********.com
Nett Worth Financial 3801 E Florida Ave Ste 400, Denver, CO 80210
30399xxxx4 asz********@n********.net
Morgan Stanley Wealth Management 1550 Market St, Denver, CO 80202
30359xxxx0 acm***********@m************.com
Edward Jones - Financial Advisor: Willie Smith Jr 8330 Lyndon B Johnson Fwy Ste 755, Dallas, TX 75243
97223xxxx8 a.j*********@e**********.com 86258 97000
SD Mayer & Associates 235 Montgomery St Fl 30 San Francisco, CA 94104
41568xxxx1 abe**@s******.com 4 4 2.3 3 241 38 253
The Advisory Firm, LLC 12600 Deerfield Pkwy Suite 100, Alpharetta, GA 30004
67856xxxx1 ala*****@t**************.net 5 5
Anv Partners 1331 17th St Ste 510, Denver, CO 80202
30329xxxx7 dav*@a**********.com
I P Commerce 1512 Larimer St, Denver, CO 80202 72037xxxx0
Edward Jones - Financial Advisor: Steven F. Thoms 2860 Carpenter Rd Ste 200, Ann Arbor, MI 48108 73497xxxx5
Hantz Financial Services 2400 Green Rd, Ann Arbor, MI 48105
73476xxxx5 a.m******@h*********.com
Trembley, Jennifer Ameriprise Financial 1333 W 120th Ave # 213, Denver, CO 80234 30325xxxx7
The Voyage Wealth Advisory Group - Ameriprise Financial Services 4750 Venture Dr Ste 150, Ann Arbor, MI 48108
73447xxxx1 ann*************@a***.com 230
Pillar6 Advisors 735 Montgomery St Ste 250 San Francisco, CA 94111
87774xxxx6 bi**@p******.com
Thrivent Financial for Lutherans 3720 Washtenaw Ave, Ann Arbor, MI 48104
73436xxxx8 a.v@t*******.com
Andrew Mortenson - Thrivent 6900 E Joy Rd, Ann Arbor, MI 48105
26224xxxx4 adm**@d***********.com
Edelman Financial Engines 2950 S State St Ste 250, Ann Arbor, MI 48104
83375xxxx3 aar*******@e**********************.com 18716 20 20000
World Financial Advisors 3350 McCue Rd #704, Houston, TX 77056
71377xxxx0 jle****@w*********************.com 4.648
First State Investment Advisors | Tulsa Financial Advisors 8801 S Yale Ave #410, Tulsa, OK 74137
91849xxxx1 dan***@f************.com 5 136 10
Newport Legacy Wealth Management - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94946xxxx9 acc***************@u**.com
Unique Financial Advisors & Tax Consultants 26 Broadway f8, New York, NY 10004
64691xxxx0 cri*****@u**********************.com 5 2
Orion Advisor Solutions, Inc 17605 Wright St, Omaha, NE 68130
40289xxxx0 aba*******@o****.com 4.6 25
Parker Financial Srv 3830 Packard St Ste 260, Ann Arbor, MI 48108
73492xxxx1 a.a@r***********.net
Main Street Financial Services 777 E Eisenhower Parkway Suite106, Ann Arbor, MI 48108 73421xxxx5
PKS Investment Advisors LLC 12216 Ocean Gateway #800, Ocean City, MD 21842
41021xxxx5 pks******************@p*****.com
GWS&A - Global Wealth Strategies & Associates 3200 Cherry Creek S Dr # 280, Denver, CO 80209
72042xxxx0 ada*@g***.us 5 231
Sara Mehraban - Financial Advisor, Ameriprise Financial Services 4750 Venture Dr Ste 150, Ann Arbor, MI 48108
73447xxxx3 dns*****@a***.com
NatCity Investments 1923 Packard St, Ann Arbor, MI 48104
73499xxxx0 aar******@p**.com 4.8 78
Christopher Chime Ogbodo & Associates 4225 Telegraph Ave Oakland, CA 94609
51065xxxx3 chr**@o********.com 3 2 5 7 156 7 157
Ramsdell Capital Management 505 Montgomery St Ste 1000 San Francisco, CA 94111
41556xxxx0 hel**@r**********.com
F.I.G. Financial Advisory Services, Inc 14642 Bogert Pkwy, Oklahoma City, OK 73134
40584xxxx6 chr*********@f***********.com 5 2
Edward Jones - Financial Advisor: Todd W Young 650 S Cherry St Ste 830, Denver, CO 80246
30369xxxx5 a.j*********@e**********.com
Jane McMillan, CFP, CIMA - UBS Financial Services Inc. 4600 S Ulster St Ste 700, Denver, CO 80237
30380xxxx5 abc***@u**.com
Infinity Financial Group 1700 66th St N Ste 301, Saint Petersburg, FL 33710 72734xxxx7
The Hatchery 495 N Whisman Rd Ste 100 Mountain View, CA 94043
65096xxxx0 3 1
Fidelity Investments 8 Montgomery St, San Francisco, CA 94104
80046xxxx0 a61****@f*******.com 3.3 21 1.6 160 318766
D.A. Davidson 1550 Market St Ste 300, Denver, CO 80202
30376xxxx0 a.a@d*********.com 834
Fluent Financial 14800 Landmark Blvd, Dallas, TX 75254
97285xxxx0 bra***@f**************.com 37 3 42
5 16
Stifel 1401 Lawrence St, Denver, CO 80202
30362xxxx9 abb****@s*****.com
Flex Tax And Consulting Group Castro Valley, CA 94546
41586xxxx8 ale******@f******.com 5 3 4.7 42 4.9 66 1171 1100
Ameriprise Financial 1499 W 120th Ave Ste 230, Denver, CO 80234
72088xxxx0 ame******************@a***.com
Talmer Bank and Trust 2950 S State St, Ann Arbor, MI 48104 73488xxxx0
Private Advisor Group 305 Madison Ave, Morristown, NJ 07960
97353xxxx0 abb*********@p******************.com 5.02 210 9 259
Edward Jones - Financial Advisor: Ed McClellan, CFP®|CEPA®|AAMS™ 709 W Ellsworth Rd Ste 114, Ann Arbor, MI 48108
73499xxxx6 a.j*********@e**********.com 61
Chase Bank 111 N 1st St Ste 2, Ann Arbor, MI 48104
73466xxxx8 aac**@a*************.com
Isaak Bond Investments 600 17th St, Denver, CO 80202
30362xxxx0 dis***@i********.com
Edward Jones - Financial Advisor: Matthew S Rockwood 3055 Plymouth Rd Ste 201, Ann Arbor, MI 48105 73466xxxx9
Edward Jones - Financial Advisor: Tanya M Wagner, CFP®|AAMS™ 4650 W 38th Ave Ste 220, Denver, CO 80212
30347xxxx2 a.j*********@e**********.com 85277
Pinnacle Investment Advisors Inc 206 S 4th Ave, Ann Arbor, MI 48104
73466xxxx6 bmu*******@p*****************.net
Senior Citizen Consultant Inc 709 Clarkson St, Denver, CO 80218
30383xxxx2
Financial Advisory Network, LLC 355 Riverside Ave Suite 101, Westport, CT 06880
20322xxxx0 khe****@b****************.com 5.02 16
Parisho & Co PC 180 Little Lake Dr, Ann Arbor, MI 48103 73499xxxx5
Morgan Stanley Wealth Management 2001 Commonwealth Blvd, Ann Arbor, MI 48105
73482xxxx4 aar***********@m***********************.com 5
Abacus Financial Group 650 S Cherry St, Denver, CO 80246
30330xxxx5 joh*@a***************.com
Kobak Financial 600 17th St, Denver, CO 80202
30382xxxx2 aar********@l**.com 20003 207
Southwest Financial & Retirement Services 999 18th St Ste 1230, Denver, CO 80202
30393xxxx4 joh*@s**************************************.com
Investment Advisory Professionals, LLC 400 S Dixie Hwy #322, Boca Raton, FL 33432
56139xxxx7 ale******@i*****.com 4.817
Axis Bookkeeping Services 1005 Northgate Dr Ste 130 San Rafael, CA 94903
70731xxxx4 adm**@o*********.net 5 3 5 5 78 81
Bay Street Capital Holdings Palo Alto, CA 94301
65044xxxx4 axx***@b***********************.com
Meritage Funds 1675 Larimer St Ste 400, Denver, CO 80202
30335xxxx0 aal****@m************.com
Jeremy Cantu - RBC Wealth Management Financial Advisor 1801 California St Ste 3900, Denver, CO 80202
30359xxxx7 jer*********@r**.com
Chessman Wealth Strategies 7557 Rambler Rd Ste 1010, Dallas, TX 75231
21457xxxx0 jan*@c*************.com 70 11 77
4.5 112
First Financial Guarantee 801 W Bay Dr Ste 310, Largo, FL 33770
72751xxxx3 a.l*******@f******.com
Edward Jones - Financial Advisor: Sean E Hagerman, CFP®|AAMS™ 600 N Grant St Ste 625, Denver, CO 80203
30376xxxx8 a.j*********@e**********.com 112
LA Salle Financial Group 4643 S Ulster St Ste 800, Denver, CO 80237
30371xxxx0 ray********@l*****.com
American Express 2663 Plymouth Rd, Ann Arbor, MI 48105
73447xxxx0 aar**@a**************.com
Source, Inc Serving theBay Pines Area 72736xxxx0
Lincoln Financial Group 10851 Mastin St # 950, Overland Park, KS 66210 91345xxxx5 ann*********@l**.com 5 2
Alliance Bernstein 1225 17th St, Denver, CO 80202
30329xxxx3 aar******@a****************.com
Edward Jones - Financial Advisor: Ashley A Yashin, AAMS™ 2433 Oak Valley Dr Ste 100, Ann Arbor, MI 48103
73476xxxx9 a.j*********@e**********.com 244 250
FR Financial Advisors, LLC 5521 N University Dr STE 104, Coral Springs, FL 33067
95475xxxx2 all**@f****.com 295 4 300
The DeRose Investment Group 1801 California St Ste 3900, Denver, CO 80202
30359xxxx9 der********@r**.com 12808
Quality Aire Systems 328 6 Mile Rd, Whitmore Lake, MI 48189
73455xxxx0 adm**@q*****************.com
Plante Moran 1000 Oakbrook Dr Ste 400, Ann Arbor, MI 48104
73466xxxx4 aar*********@p**********.com
Ryan E Anderson - Private Wealth Advisor, Ameriprise Financial Services 1310 S Main St Ste 14, Ann Arbor, MI 48104
73499xxxx6 abr**************@a***.com 133 133
Source Financial Advisors 545 5th Ave #1100, New York, NY 10017
21227xxxx0 ami****@s*******.com 5 3 419
Patpatia & Associates 1803 6th St Berkeley, CA 94710 51055xxxx0
Huron Valley Financial 315 E Eisenhower Pkwy, Ann Arbor, MI 48108 73466xxxx9
Wells Fargo Advisors 1050 17th St, Denver, CO 80265 30389xxxx5
Key Private Bank 1000 Oakbrook Dr Ste 230, Ann Arbor, MI 48104
73474xxxx9 aar*************@k**.com
Chase Bank 1501 W Stadium Blvd, Ann Arbor, MI 48103 73499xxxx3
Ronald Shmyr - UBS Financial Services Inc. 730 Penniman Ave, Plymouth, MI 48170
73441xxxx5 aar*******@u**.com
LPL Financial 930 Sherwood St, Ann Arbor, MI 48103
73499xxxx1 aar********@l**.com 20009 214 21000
Krambo Corp 120 E Liberty St, Ann Arbor, MI 48104
73436xxxx5 inf*@k*****.com
Francis Financial Advisory, LLC 5 1
Mariner Wealth Advisors 6425 Christie Ave Ste 290 Emeryville, CA 94608
41592xxxx0 aal*************@m********************.com 1 1 15 4400
Central Park Financial Planning LLC 60 E 42nd St Suite 4600, New York, NY 10165
21265xxxx8 inf*@c********.com
Darren VanHevel - Thrivent 3300 Washtenaw Ave Ste 225, Ann Arbor, MI 48104
73436xxxx8 adm**@d***********.com 394 3 392
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
Frontier Asset Management 1875 Lawrence St, Denver, CO 80202
30329xxxx5 aar*******@c************.com
Andrew Krantz - RBC Wealth Management Financial Advisor 1801 California St Ste 3900, Denver, CO 80202
30359xxxx6 bra*********@r**.com 12808
Lpl Financial 2747 Canterbury Rd, Ann Arbor, MI 48104
73436xxxx3 aar********@l**.com
Edward Jones - Financial Advisor: Corey Novak, AAMS™ 2480 S Downing St Ste 202, Denver, CO 80210
30373xxxx0 a.j*********@e**********.com
Thomas L. Coxhead Investment Group 1801 California St Ste 3900, Denver, CO 80202
30359xxxx2 joh*******@c*.rbcwealthmanagement
Fts Colorado Denver 1624 Market St, Denver, CO 80202 30359xxxx0
Business and Personal Finance LTD 650 S Cherry St Ste 1240, Denver, CO 80246 30339xxxx3
Areté Wealth Strategists 2120 University Ave Fl 5 Berkeley, CA 94704
88854xxxx0 ash***@a*******.com 5 5
Aam 3900 E Mexico Ave, Denver, CO 80210
97038xxxx3 dac***********************@a******.com
Jason Robinson, Mortgage Loan Officer, Lake Michigan Credit Union, NMLS#533276 3102 S State St, Ann Arbor, MI 48108
73488xxxx9 a.l*****@l***.org
Pratt Collard Buck Advisory Group 120 W Tupper St Suite 205, Buffalo, NY 14201
71656xxxx0 use*@d*****.com 5 1
Merrill Lynch Wealth Management 777 E Eisenhower Pkwy, Ann Arbor, MI 48108
73499xxxx1 ale*********@m*.com 5 3
Farmer Financial 7349 Warwick Dr, Ypsilanti, MI 48197 73434xxxx8
Urban Financial Advisory Corporation LaSalle-Wacker Building, 221 N La Salle St # 764, Chicago, IL 60601
31237xxxx0 aki***@u******.com
American Investment Planners LLC 21301 Powerline Rd Suite 100, Boca Raton, FL 33433
86693xxxx0 ame****************@a*************************.com 5.06
Alison Le Cloux - Thrivent 3300 Washtenaw Ave Ste 225, Ann Arbor, MI 48104
73458xxxx8 adm**@d***********.com
Stacia Schumacher - Associate Financial Advisor, Ameriprise Financial Services 2134 Curtis St Ste 301, Denver, CO 80205
72053xxxx2 dns*****@a***.com
Secure Planning 650 S Cherry St Ste 510, Denver, CO 80246
30335xxxx7 cla****@s****************.com
Capital Asset Management 1800 Glenarm Pl, Denver, CO 80202
30383xxxx0 cam@c*******.net
Zang Mansion 709 Clarkson St, Denver, CO 80218 30383xxxx2 4.4 7
Powers Equity & Accountancy 201 California St Ste 490 San Francisco, CA 94111
41539xxxx5 bar****@p***********.com 4 4
Edward Jones - Financial Advisor: Ryan Ammon, CFP®|CRPC™ 8144 Walnut Hill Ln, Suite 297, Dallas, TX 75231
21436xxxx6 a.j*********@e**********.com 86258 97000
5 1
Global Wealth Advisors 100 Crescent Ct 7th floor, Dallas, TX 75201
21461xxxx0 abu@g*********.net
Edward Jones - Financial Advisor: Jim Toft 1225 17th St Ste 2455, Denver, CO 80202
30338xxxx7 a.j*********@e**********.com
Hirschberger James J 28473 US Highway 19 N # 600, Clearwater, FL 33761 72779xxxx5
Compass Financial Advisors 9933 Dupont Cir Dr W STE 100, Fort Wayne, IN 46825
26049xxxx8 cma*****@c*************.com 28 43
Stash Wealth
21291xxxx4 bra**@s**********.com 5 7 2700
Ameriprise Financial 7900 E Union Ave Ste 1100, Denver, CO 80237
30369xxxx1 dns*****@a***.com
LPL Financial 2723 S State St, Ann Arbor, MI 48104
73422xxxx2 aar********@l**.com
Brown Advisory 100 High St 27th floor, Boston, MA 02110
61771xxxx0 aa@b************.com 725
Retirement Income Solutions Inc 455 E Eisenhower Pkwy, Ann Arbor, MI 48108 73476xxxx7
Books in Balance 785 Market St Ste 920 San Francisco, CA 94103
41597xxxx6 joh*@b*************.net 2.4 5
Gallagher Financial Group 4100 Spring Valley Rd Ste 280, Dallas, Tx 75244
81748xxxx5 and*@g**********.com
2 10
Financial Services Advisory 1 Church St # 901, Rockville, MD 20850
30194xxxx0 abi*****@f********.com 5 5 164 194
All Season Financial Advisors 731 N Sherman St, Denver, CO 80203
30383xxxx7 inf*@a*************.com 5
The Market Edge Wealth Management Group - UBS Financial Services Inc. 730 Penniman Ave, Plymouth, MI 48170
73441xxxx0 abb*********@u**.com
Chisholm & Darden Investment Advisors 3011 Miller Rd, Ann Arbor, MI 48103
73499xxxx9 you********@w***********.com 3874 4000
Global Wealth Advisors 4400 State Hwy 121 #200, Lewisville, TX 75056
97293xxxx8 abu@g*********.net 5 5
Moskowitz LLP 201 California St Ste 640 San Francisco, CA 94111
62821xxxx3 afo**@m***********.com 4 32 3.6 175 154 179
Sheffield & Sutton Wealth Management - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94971xxxx8 abc***@u**.com
Stauder Barch and Associates 3989 Research Park Dr, Ann Arbor, MI 48108 73466xxxx8
Stancorp Investment Advisers Inc 2211 Old Earhart Rd, Ann Arbor, MI 48105
73499xxxx8
Braden Johnson - Financial Advisor, Ameriprise Financial Services, LLC 520 Pike St Ste 2725, Seattle, WA 98101
20628xxxx0 bra***********@a***.com 347 18
Edward Jones - Financial Advisor: Sean Calton 238 N Ridge Rd, Canton, MI 48187
73449xxxx5 a.j*********@e**********.com
Jason K Palmer - Private Wealth Advisor, Ameriprise Financial Services, LLC 3610 Shire Blvd, Ste 212, Richardson, TX 75082
97263xxxx7 amy******@a***.com 132825 134000
4.5
Waters Bill 6392 1st Ave N, Saint Petersburg, FL 33710 72734xxxx8 wil***********@r***********.com 3.7 3 499 509
Matthew McCumons - Financial Advisor, Ameriprise Financial Services 4750 Venture Dr Ste 150, Ann Arbor, MI 48108
73447xxxx7 dns*****@a***.com 232 233
EP Wealth Advisors 21535 Hawthorne Blvd Suite 400, Torrance, CA 90503
21337xxxx0 ab@e*******.com 4.4 9 1114 33
Wedbush 600 17th St, Denver, CO 80202
21368xxxx6 a.c**@w******.com
Enterprise Financial Group Serving theBay Pines Area 72789xxxx5 5 5
Stock Plan Advisory Group LLC 500 N Washington St Suite 204, Alexandria, VA 22314
20268xxxx3 5 3
Crowe LLP 1801 California St Ste 2200, Denver, CO 80202
30383xxxx0 a.j**********@c****.com
Brown Advisory 901 S Bond St UNIT 400, Baltimore, MD 21231
41053xxxx0 aa@b************.com 5 1 762 865
Shattuck Financial Group 1873 S Bellaire St Ste 1101, Denver, CO 80222 30369xxxx0
Edward Jones 238 N Ridge Rd, Canton, MI 48187
73449xxxx3 a.j*********@e**********.com
Jeffrey Radford - Associate Financial Advisor, Ameriprise Financial Services 4750 Venture Dr Ste 150, Ann Arbor, MI 48108
73447xxxx5 dns*****@a***.com 85 86
Belonging Wealth Management - Fiduciary Financial Advisor 1405 Colony Cir, Longview, TX 75604
90347xxxx4 bra****@b**************.com 5 10
Kevin Darrow - Financial Advisor, Ameriprise Financial Services 1310 S Main St Ste 14, Ann Arbor, MI 48104
73499xxxx6 abr**************@a***.com 133 133
Personal Asset Management 14 Island Dr, Treasure Island, FL 33706
72736xxxx9 min****@p*********.com
Concert Financial Planning, LLC 2950 N Loop W, Houston, TX 77092
71380xxxx2 con****@c**************.com
Fidelity Investments 4001 Northwest Parkway, Dallas, TX 75225
80035xxxx4 a61****@f*******.com 3.5 41 318452
1.5 4
Williams Jones Wealth Management 717 5th Ave 11th Floor, New York, NY 10022
21293xxxx0 amo*@w************.com 4.8 5
Joseph P. Katzaroff, CFP - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx5 abc***@u**.com
Robertson Stephens - Denver 124 S Monroe St, Denver, CO 80209
97068xxxx6 abl**@r********.com 996 8 1000
Edward Jones - Financial Advisor: Joshua A Curmi 123 N Ashley St, Ann Arbor, MI 48104
73476xxxx7 a.j*********@e**********.com
US Financial Services, LLC 375 Passaic Ave #100, Fairfield, NJ 07004
97388xxxx0 ago**@u****.com 5 6 299 7
Dana Investment Advisors Inc 20700 Swenson Dr #400, Waukesha, WI 53186
26278xxxx1 abe***@d*************.com 5 1
Independent Bank 3025 Boardwalk St Ste 260, Ann Arbor, MI 48108
73454xxxx4 a.w******@i**************.com 8218 154 8000
Francis Financial, Inc. 39 Broadway Suite 1730, New York, NY 10006
21237xxxx8 ace****@f***************.com 5 34 925
Edward Jones - Financial Advisor: Nathaniel C Beaver 212 Pasadena Ave S, Saint Petersburg, FL 33707
72734xxxx7 a.j*********@e**********.com
Talmer Bank & Trust 500 E Eisenhower Pkwy, Ann Arbor, MI 48108
73476xxxx1 pra****@t****.com 646
Strategic Private Advisory Group 8755 W Higgins Rd STE 200, Chicago, IL 60631
77386xxxx0 chr*********@s*********.com
Edward Jones - Financial Advisor: Alex Morawski 3801 E Florida Ave Ste 804, Denver, CO 80210
72076xxxx5 a.j*********@e**********.com
Jeremiah Merkau - Thrivent 1250 S Main St Ste 1B, Chelsea, MI 48118
73445xxxx2 adm**@d***********.com
Edward Jones - Financial Advisor: Matthew S Rockwood 213 N Maple Rd, Ann Arbor, MI 48103
73476xxxx9 acc**********@e**********.com
LPL Financial Services Ann Arbor, MI 48108
73422xxxx2 aar********@l**.com 20021 214 21000
R Kent Harris & Associates 1777 S Harrison St Ste 102, Denver, CO 80210
30369xxxx2 j_d@r**********.com
American Express 1616 Waltham Dr, Ann Arbor, MI 48103
73432xxxx4 aar**@a**************.com
Wells Fargo Advisors Financial Network 1800 Glenarm Pl Ste 1003, Denver, CO 80202 72071xxxx8
The Gee Group - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx5 acc***************@u**.com
Parker Financial Service 2621 Carpenter Rd Ste 2, Ann Arbor, MI 48108 73497xxxx1
Sheaff Brock Investment Advisors 8801 River Crossing Blvd #100, Indianapolis, IN 46240
31770xxxx0 amb***@s**********.com 5 1 157 176
John Joseph Lomba - Financial Advisor, Ameriprise Financial Services 10410 Seminole Blvd Ste 2A, Seminole, FL 33778
40745xxxx6 bob*********@a***.com
Edward Jones - Financial Advisor: Erin S Redwine, CFP®|AAMS™ 1777 S Harrison St Ste 1501, Denver, CO 80210
30369xxxx1 a.j*********@e**********.com
Money Source Financial Services Inc 1310 S Main St Ste 13, Ann Arbor, MI 48104
73421xxxx0 art****@m***.com
Ameriprise Financial 9900 Joan Cir, Ypsilanti, MI 48197
73448xxxx4 ame******************@a***.com 132824 134000
BBVA Compass 1401 17th St, Denver, CO 80202 30329xxxx5
Edward Jones - Financial Advisor: Andrew Cucchiaro, CFP®|CEPA®|CRPS™ 8200 Bryan Dairy Rd Ste 100, Seminole, FL 33777
72731xxxx0 a.j*********@e**********.com 86258 97000
Strategies for Wealth 437 Madison Ave 29th Floor, New York, NY 10022
21270xxxx0 a@s******************.com 2.3 9 466 34 495
Galantis Larry Cdp 409 Pasadena Ave S, Saint Petersburg, FL 33707 72730xxxx9
Safe Harbor CPAs and Tax Consultants 5812 Geary Blvd, San Francisco, CA 94121
41574xxxx9 ama******@s************.com 3.8 26 3.9 66 46 11 50
Northwestern Mutual 707 17th St Ste 3700, Denver, CO 80202
30339xxxx0 aar**********@n***.com 5 2
Crescat Capital 1225 17th St Ste 1775, Denver, CO 80202 30327xxxx7
Piper Jaffray 1200 17th St Ste 1250, Denver, CO 80202
30382xxxx5
Kottmeier Wealth Management Group - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx7 acc***************@u**.com
Edward Jones 5925 Forest Ln Ste 101, Dallas, TX 75230
97250xxxx7 a.j*********@e**********.com 86259 97000
5
Wells Fargo Advisors Denver, CO 80202
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Capital Management Group 730 17th St Ste 714, Denver, CO 80202
30379xxxx1 and***@c**.us
Bennett Pia M 455 E Eisenhower Pkwy, Ann Arbor, MI 48108 73499xxxx2
Ijara Community Development Corporation Ann Arbor, MI 48103
73422xxxx0 afi****@i*******.com 13956 67 13000
Dan Nickodemus - Thrivent 1250 S Main St Ste 1B, Chelsea, MI 48118
73438xxxx5 adm**@d***********.com
Kathy Lord EA ABA ATA ATP 2160 S Huron Pkwy Ste 5, Ann Arbor, MI 48104 73497xxxx5
Ameriprise Financial 4643 S Ulster St Ste 800, Denver, CO 80237
72022xxxx7 dns*****@a***.com
Morgan Stanley Wealth Management 6775 Crosswinds Dr N, Saint Petersburg, FL 33710
72730xxxx0 aar***********@m***********************.com
Zinnia Wealth Management 3220 SW 33rd Rd, Ocala, FL 34474
35236xxxx0 ama***@z***********.com 4.1 15
Wells Fargo Advisors 301 E Liberty St, Ann Arbor, MI 48104
73499xxxx8 abe*********@w*****************.com
Demetrius Rayden Johnson 707 17th St Ste 3700, Denver, CO 80202
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Ed Levin - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94971xxxx5 abc***@u**.com
Larimer Capital Corp 1720 S Bellaire St Ste 1110, Denver, CO 80222
30357xxxx1 ada*@l*************.com
Kristen Roy - Financial Advisor, Ameriprise Financial Services 2800 S State St Ste 205, Ann Arbor, MI 48104
73447xxxx5 dns*****@a***.com
Edward Jones - Financial Advisor: Andrew G McKay 1905 N Sherman St Ste 825, Denver, CO 80203 30383xxxx0
Proprietary Capital 1800 Larimer St Ste 1825, Denver, CO 80202
30357xxxx4 aal****@p*******.com
Fiduciary Advisors Inc. 12813 Flushing Meadows Dr # 280, St. Louis, MO 63131
31472xxxx0 aey*****@f***********.com
The Provision Group - UBS Financial Services Inc. 4600 S Ulster St Ste 700, Denver, CO 80237
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Morgan Rosel Wealth Management 1805 Shea Center Dr Suite 420, Highlands Ranch, CO 80129
97023xxxx2 con****@m**********.com 5 34
Molly Berner - Thrivent 6900 E Joy Rd, Ann Arbor, MI 48105
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Ridge Capital 1514 Blake St Ste 300, Denver, CO 80202 72022xxxx0
Investment Planning Advisors 327 Dahlonega St Suite 503, Cumming, GA 30040
77020xxxx4 and***@i***************.com 5 30
Pennington Wealth Management - Ameriprise Financial Services, LLC 11 Greenway Plz Ste 3000, Houston, TX 77046
71333xxxx2 dns*****@a***.com
Cascade Financial Management Inc 950 17th St, Denver, CO 80202
30329xxxx1 bwa****@c**********.com
Wealth Touch 1245 E Colfax Ave Ste 400, Denver, CO 80218
30383xxxx0 aar**@a****************.net
Wealth Strategies Inc 8500 Keystone Crossing # 540, Indianapolis, IN 46240
31725xxxx6 adv****@w******************.com 5.03 255 3
Mercer Advisors Wealth Management 5550 CA-27 # 350, Woodland Hills, CA 91367
88864xxxx0 aar********@m*************.com 2836 28 2900
Altum Wealth Advisors San Francisco, CA 94129
41537xxxx2 inf*@a**********.com
James J Periord Jr Cfp 9364 Apple Crest Dr, Saline, MI 48176 73442xxxx6
Safran Wealth Advisors, LLC 641 Lexington Ave 14th floor, New York, NY 10022
21232xxxx0 esa****@s*******************.com 5 2
Wells Fargo Advisors 1701 N Lincoln St, Denver, CO 80203 30354xxxx1
Victory Tax Solutions Ann Arbor, MI 48108 87777xxxx3 5 372
Charles Schwab 760 W Eisenhower Pkwy Ste 150, Ann Arbor, MI 48103
73499xxxx0 ask******@s*****.com 3.3 3
Edward Jones - Financial Advisor: Yaphet S Tadesse 3500 Oak Lawn Ave Ste 120, Dallas 75219
21452xxxx3 a.j*********@e**********.com 46
Edward Jones - Financial Advisor: Alix Foster II 6009 Belt Line Rd Ste 150, Dallas, TX 75254
97238xxxx0 acc**********@e**********.com 83507
3
Sni Companies 1600 Stout St, Denver, CO 80202
72045xxxx2 abe***@s***********.com 4 10 3.7 11 3033 2900
Washington Retirement Planning Specialists - Ameriprise Financial Services, LLC 433 Plaza Real suite 275, Boca Raton, FL 33432
24072xxxx4 dns*****@a***.com 5 1
Arohan Inc 1327 Jones Drive Suite 106, Ann Arbor, MI 48105
73423xxxx9 bb0*************************************@w*****************.com
Enterprise Financial Group 5999 Central Ave Ste 200, Saint Petersburg, FL 33710
72789xxxx5 cdh*****@e****************.com
Cerity Partners 345 California St Ste 1100 San Francisco, CA 94104
41578xxxx5 aad***@c*************.com
Friedman & Sandler, PC 408 Colusa Ave El Cerrito, CA 94530
51098xxxx9 bru**@w********.com 5 2
Beaird Harris 12221 Merit Dr #750, Dallas, TX 75251
97250xxxx0 abb***@b****.com 54 2 67
5 1
Saren Melissa 1590 Eisenhower Pl, Ann Arbor, MI 48108 73447xxxx1
Jones Advisory Group 2951 SW Woodside Dr, Topeka, KS 66614
78521xxxx5 ala***@j************.net 4.1 9 986
RFC Financial Planners 529 S Ashley St, Ann Arbor, MI 48103
73427xxxx4 5e1*************************************@w*****************.com 109 9 129
Morgan Wealth Management Group - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
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AllGen Financial Advisors- Financial Planning & Investment Management 100 W Lucerne Cir #200, Orlando, FL 32801
40721xxxx8 acc*****@a**************.com 4.6 9 4.9 45 1268 60 1200
Edward Jones - Financial Advisor: Ben Scarth 555 Republic Dr Ste 495, Plano, TX 75074
97288xxxx7 a.j*********@e**********.com 86257 97000
The Hocking Group - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
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Edward Jones - Financial Advisor: Jason W Habern, CFP® 801 E Campbell Rd Ste 200, Richardson, TX 75081
97247xxxx9 a.j*********@e**********.com 86257 97000
5 1
Barnum Financial Group 76 W Main St #102, Freehold, NJ 07728
73233xxxx6 mar******@b*******.com 5.022 998 232 1000
The PNC Financial Services Group, Inc. 2992 S Main St, Ann Arbor, MI 48103 73499xxxx2 4.3 9
Monroe Personnel Service & Temptime 447 Sutter St, Fl 3 San Francisco, CA 94108
62860xxxx1 adr****@t*******.com 4.9 15 4.5 50 5 8 291 34 277
Edward Jones - Financial Advisor: Jacob Sinderman, CFP® 650 S Cherry St Ste 320, Denver, CO 80246
30332xxxx1 a.j*********@e**********.com
Appian Ventures 1512 Larimer St Ste 200, Denver, CO 80202 30383xxxx0
The Chapman Rowland Group - UBS Financial Services Inc. 4600 S Ulster St Ste 700, Denver, CO 80237
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Raymond James Financial Services 950 S Cherry St, Denver, CO 80246
30335xxxx0 aar************@r***********.com 17355
Edward Jones - Financial Advisor: Dionne Dailey, CEPA® 12900 Preston Rd, Suite 623, Dallas, TX 75230
97278xxxx0 a.j*********@e**********.com 86258 97000
5 1
Lawson T W Financial 5615 Plymouth Rd, Ann Arbor, MI 48105 73476xxxx2
Fruition Advisors 1159 Keith Ave Berkeley, CA 94708
51050xxxx0 ali***@f***************.com 5 11
Lee Financial 8350 N Central Expy Ste 1800, Dallas, TX 75206
97296xxxx1 aan*****@l*****.com
5 164
Financial Advisory Group 45 Wyntre Brooke Dr, York, PA 17403
71774xxxx5 inf*@f********************.com 5 2 113 3
Portland Financial Planning Group, LLC 511 Congress St #804, Portland, ME 04101
20777xxxx1 bdi***@p***.com 5 1
Institutional Investment Advisors Corp. 440 Park Ave, New York, NY 10016
21286xxxx6 cli*************@c*****************.com
JEREMY THOMPSON - TIAA Financial Consultant 1670 Broadway Ste 3300, Denver, CO 80202
80084xxxx9 acc******************@t***.org 90763 497
Harbor Investment Advisory 2330 W Joppa Rd #160, Timonium, MD 21093
41065xxxx0 asu******@h********.com
Charles Schwab 211 Main St, San Francisco, CA 94105
41566xxxx0 app*******************@s*****.com 2.1 146
James E. Dahl - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
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Vintage Financial Services 210 N Main St, Ann Arbor, MI 48104
73466xxxx0 cpi**@h***********************.com
Ameriprise Financial 2825 Cottonwood Dr, Denver, CO 80221 97058xxxx7
Nicholas Villasenor - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
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Spence Cassidy Wealth Partners 1430 Larimer St Ste 203, Denver, CO 80202
92860xxxx1
Cypress Point Wealth Management 3838 Oak Lawn Ave # 1150, Dallas, TX 75219
21473xxxx7 bxx******@c*****************.com 5 2
Schneebeck Hyams Investment Group 1801 California St Ste 3900, Denver, CO 80202
30359xxxx8 rob****************@r**.com 46
FAE Holdings, Inc. Clearwater, FL 33756 72744xxxx2
Mark Westermeier - TIAA Wealth Management Advisor 777 E Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108
86684xxxx9 acc******************@t***.org 90888 507 91000
Keith Tran, ChFC - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx1 abc***@u**.com
ClearPath Capital Partners 222 Front St San Francisco, CA 94111
41568xxxx0 dav**@c***************.com
Caleelhayden 1810 Blake St, Denver, CO 80202 30357xxxx0
Sutro Advisors San Francisco, CA 94123
41561xxxx6 mxx********@s************.com 5 1
Books in Harmony 2930 Domingo Ave, Ste 1555, Berkeley, CA 94705
92530xxxx2 inf*@b*************.com 5 12
Catherine VanHevel - Thrivent 3300 Washtenaw Ave Ste 225, Ann Arbor, MI 48104
73436xxxx8 adm**@d***********.com 394 3 392
Lake Street Financial 128 N May St Fl 2, Chicago, IL 60607
31276xxxx0 inf*@l*****.com 3.035
EUREKONOMICS? Denver, CO 80220 30335xxxx0
Tunney Wealth Management - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx6 acc***************@u**.com
Charles Schwab 1995 University Ave Ste 100 Berkeley, CA 94704
51066xxxx6 ian***********@s*****.com 1.9 21
U.S. Bancorp Investments - Financial Advisors: Portland 1225 SE Cesar Estrada Chavez Blvd, Portland, OR 97214
50327xxxx8 aar************@u*****.com 345619 5346 348000
Plymouth, MI Branch Office - UBS Financial Services Inc. 730 Penniman Ave, Plymouth, MI 48170
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Koin Corp 2755 S Locust St, Denver, CO 80222
30375xxxx0
Mercer Advisors Wealth Management 1200 17th St #500, Denver, CO 80202
88888xxxx1 aar********@m*************.com 5 2 2837 28 2900
Primerica 2723 S State St Ste 150, Ann Arbor, MI 48104 73425xxxx7
Moore Brothers Investment 5320 Franklin St, Denver, CO 80216
30329xxxx9 daw**@n*********************.com
Advisors Financial 4848 Loop Central Dr #1005, Houston, TX 77081
71365xxxx2 bbe******@c*********************.com
Global Advisor Group, LLC 1939 Roland Clarke Pl STE 400, Reston, VA 20191
70340xxxx0 hum*********@l**.com 3.7 3 61
Bull Financial 404 Memorial Dr Ext Suite C, Greer, SC 29651
86446xxxx1 bar**@b*************.net 4.2 5 38
East Wind Advisors LLC 810 7th Ave 35th floor, New York, NY 10019 64620xxxx0
Frank Djonbalaj - Financial Advisor, Ameriprise Financial Services 7979 E Tufts Ave Ste 715, Denver, CO 80237
30368xxxx1 dns*****@a***.com
Help Financial 9800 Ann Arbor Rd W, Plymouth, MI 48170
73489xxxx1 ale******@h************.com
LeafHouse Financial Advisors 6300 Bridge Point Pkwy bldg 1 suite 300, Austin, TX 78730
51287xxxx5 k*****xx@l********.com 4.825
Kera Capital Partners Sacramento, CA 95817
40866xxxx4 inf*@k******.com
Irvine, CA Branch Office - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx0 acc***************@u**.com
Ultegra Financial Partners 1099 18th St Ste 2860, Denver, CO 80202
30329xxxx0 abo**@u***************.com
Melissa Fong, CPA San Francisco, CA 94122 41542xxxx0 4.9 77
U.S. Bank 2723 S State St, Ann Arbor, MI 48104
73442xxxx3 ale************@u*****.com 345281 5445 348000
Wealth USA, LLC 1221 Brickell Ave Suite 900, Miami, FL 33131
30539xxxx4 ada*@w********.com 5 7
The Callan Group - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
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Edward Jones - Financial Advisor: Riley Goethals, CFP® 5934 Royal Ln 218, Dallas, TX 75230
21436xxxx5 a.j*********@e**********.com 86258 97000
Frank, Rimerman + Co 1 Embarcadero Ctr Ste 2410 San Francisco, CA 94111
41543xxxx4 aa@f************.com 5 2 3 2
Captrust Financial Advisors 2803 S State St, Ann Arbor, MI 48104
73466xxxx0 hea**********@c*********.com
Doleman Wealth Management 621 17th St Ste 1425, Denver, CO 80293
72028xxxx1 e1a*************************************@w*****************.com
Market Street Wealth Management Advisors, LLC 3105 E 98th St Suite #170, Indianapolis, IN 46280
31755xxxx5 jan***@m*************************.com 5 5 421 82 453
Latitude Financial Group 2150 W 29th Ave Ste 320, Denver, CO 80211 72088xxxx1
Ronald I. Ostrow - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx3 abc***@u**.com
Landaas & Company 411 E Wisconsin Ave, Milwaukee, WI 53202
41422xxxx9 aga***@l******.com 4 1
The Gayner Group - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94971xxxx7 abc***@u**.com
Madison Financial 13144 Park Blvd, Seminole, FL 33776
72739xxxx3
Robasciotti & Philipson 870 Market St Ste 1275 San Francisco, CA 94102
41598xxxx0 afs***@r**********.com 5 10 5 14 214
Trinity Transaction Advisory LLC | Business Brokers Dallas TX 10440 N Central Expy Ste 800, Dallas, TX 75231
97223xxxx0 ala**@t******************.com
3.5 3
Edward Jones - Financial Advisor: Christina Kim, AAMS™ 1955 Pauline Blvd Ste 150, Ann Arbor, MI 48103
73466xxxx3 a.j*********@e**********.com
Renaissance Venture Capital Fund 201 S Main St, Ann Arbor, MI 48104
73499xxxx1 amo*@r*****.com
B Hong Investigations San Francisco, CA 94131
41576xxxx6 ben****@b******************.com
LM Kohn & Company Suite 100, 10151 Carver Rd, Cincinnati, OH 45242
51379xxxx1 adv********@l*****.com 3.9 7
Mellon Financial Corp 201 Columbine St Ste 200, Denver, CO 80206
30320xxxx0 aar**@b************************.com
Oasis Wealth Planning Advisors, LLC 600 12th Ave S UNIT 803, Nashville, TN 37203
61588xxxx4 bon*@o******************.com 4.7 3 69 1 76
WP Advisors 353 Sacramento St Fl 18 San Francisco, CA 94111
41577xxxx0 inf*@w************.com
The Advisory Group of San Francisco 44 Montgomery St Ste 2410 San Francisco, CA 94104
41597xxxx0 ati***@a**************.com
Financial Advisory Partners
25388xxxx5 ann********@f**********.com
Baker, Stephen M, AGT 8181 E Tufts Ave, Denver, CO 80237
30340xxxx0 ame******************@a***.com
Sigma Financial 300 Parkland Plz, Ann Arbor, MI 48103
73466xxxx1 aar***@s*************.com
Ben Griffith - Raymond James 24 Frank Lloyd Wright Dr, Ann Arbor, MI 48105
73493xxxx0 aar************@r***********.com
Robert Magallanes, Jr. - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx9 acc***************@u**.com
Edward Jones - Financial Advisor: Ryan D May 3055 Plymouth Rd, Ann Arbor, MI 48105
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MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors 700 K St NW, Washington, DC 20001
70353xxxx0 dka****@m********************.com 5 22
Steigerwald, Gordon & Koch Wealth Advisors 893-A Harrison St SE, Leesburg, VA 20175
70377xxxx6 ann@s****************.com 528
Ashfield 750 Battery Street San Francisco, CA 94111 41539xxxx7
Denver Tech Center - UBS Financial Services Inc. 4600 S Ulster St Ste 700, Denver, CO 80237
30374xxxx4 abc***@u**.com 13
Old National Bank 7200 Dexter Ann Arbor Rd, Dexter, MI 48130
73479xxxx0 aar***********@o**********.com 4.5 2 32158 1217
GatherWell Berkeley, CA 94702
51047xxxx3
TIAA Financial Services 777 E Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108
86684xxxx9 acc******************@t***.org 35 90757 492
Atlas Capital Advisors 38 Keyes Ave San Francisco, CA 94129
41535xxxx0 adi**@a******.com 3.7 3
Mark D. Morgan - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx8 acc***************@u**.com
Edward Jones - Financial Advisor: Jay Wilson 8080 Park Ln Ste 745, Dallas, TX 75231
21436xxxx6 a.j*********@e**********.com 86258 97000
5 1
Peterson Financial Services 1726 N Clarkson St, Denver, CO 80218
30383xxxx0 adv***@p*********.com
Greenwood Gulch Ventures 1777 S Harrison St, Denver, CO 80210 30363xxxx0
Wealth Advisors 1525 Camellia Blvd, Lafayette, LA 70508
33776xxxx0 joh*@w*******************.com 5 21
Henry A. Hernandez - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx8 acc***************@u**.com
Aprio LLP 150 Post St Ste 200 San Francisco, CA 94108
41577xxxx8 a.-*****@a****.com 1360 157 1400
Jeremiah Merkau - Thrivent 9450 S Main St Ste 101, Plymouth, MI 48170
73445xxxx2 adm**@d***********.com
Timothy J Maestas - Financial Advisor, Ameriprise Financial Services 8181 E Tufts Ave Ste 520, Denver, CO 80237
30340xxxx0 dns*****@a***.com
Denewiler Capital Management 1600 Stout St, Denver, CO 80202
30383xxxx5 eth**@g***********.com
John Kamm, Financial Advisor at Linked Investments, Ltd. 387 N Corona St, Denver, CO 80218
84438xxxx6 inf*@f**********************.com 5 4
Boardwalk Financial Group 3025 Boardwalk St, Ann Arbor, MI 48108
73492xxxx5 jul*******@l**.com
Affiliated Advisors 310 Riverside Dr Apt 1420, New York, NY 10025
21269xxxx8 cin**@a*****************.com 5 1
Stedmark Partners at Janney Montgomery Scott 1717 Arch St 21st floor, Philadelphia, PA 19103
21566xxxx2 acr*******@j*****.com 5.01 119 13
The Financial Advisory Group, Inc. 5599 San Felipe St # 900A, Houston, TX 77056
71362xxxx0 adv*****@f**********.com 5 2
Edward Jones 8070 Main St, Dexter, MI 48130
73442xxxx8 a.j*********@e**********.com
David Granner - Thrivent 6900 E Joy Rd, Ann Arbor, MI 48105
73499xxxx1 adm**@d***********.com
Divorce Capital Planning 1 Almaden Blvd, Ste 610 San Jose, CA 95113
40899xxxx0 doe*****@d*********************.com 5 9
Hantz Financial Services 950 Victors Way, Ann Arbor, MI 48108 73476xxxx5
Newport Beach, CA Private Wealth Management - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
80054xxxx8 abc***@u**.com
David Thompson - Financial Advisor, Ameriprise Financial Services 10410 Seminole Blvd Ste 2A, Seminole, FL 33778
72729xxxx0 bob*********@a***.com
Edward Jones 213 N Maple Rd, Ann Arbor, MI 48103
73476xxxx9 a.j*********@e**********.com 115 113
Northstar Financial Group 2800 S State St, Ann Arbor, MI 48104
73452xxxx0 aar***********@n**************.com 2206 93
EP Wealth Advisors 7800 E Union Ave Ste 520, Denver, CO 80237
30322xxxx0 ab@e*******.com
Lennon Natasha R 455 E Eisenhower Pkwy # 100, Ann Arbor, MI 48108 24892xxxx3
Bitterroot Capital Advisors 118 E Main St, Bozeman, MT 59715
40655xxxx0 and*************@b****************.com 5 1
Neighborhood Funding Resource 1003 Broadway St, Ann Arbor, MI 48105
73432xxxx9 ann*@n****.com
Axiom Advisory One Sansome St Ste 3500 San Francisco, CA 94104
41548xxxx1 hel**@a************.com
Edward Jones - Financial Advisor: Charlene J Hunt, AAMS™ 501 S Cherry St Ste 450, Denver, CO 80246
30399xxxx4 a.j*********@e**********.com
Edward Jones - Financial Advisor: Jerry Pierce, Cfp® 1255 W 15th St Ste 420, Plano, TX 75075
97242xxxx1 a.j*********@e**********.com 85286
5 2
Jerry Sung CPA & Associates 1719 64th St Ste 200 Emeryville, CA 94608
51065xxxx9 hea****@s******.com 2.8 9 4.3 66
Old National Wealth Management 2723 S State St Ste 210, Ann Arbor, MI 48104
73488xxxx2 ale**@t********.com
Kenneth M. Callan - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx8 acc***************@u**.com
Oum & Co 601 California St Fl 18 San Francisco, CA 94108
41543xxxx4 a@o*****.com 5 3 5 2
Edward Jones - Financial Advisor: Cameron Cornali 100 N Central Expy Ste 411, Richardson, TX 75080
97290xxxx8 a.j*********@e**********.com 86258 97000
5
United Capital Financial Advisors 980 N Federal Hwy #400, Boca Raton, FL 33432
56134xxxx2 rya********@u******************.com 3 4
Jay Kempf - Thrivent 9450 S Main St Ste 101, Plymouth, MI 48170
73445xxxx2 adm**@d***********.com 57 59
Moneta - Dunston Financial Team 1624 Market St Ste 205, Denver, CO 80202
72087xxxx4 aba*****@m**********.com
Telemus Capital Partners 110 Miller Ave, Ann Arbor, MI 48104
73466xxxx0 aba**@t******.com 5 12 526 18 539
Hammond Ginny 2140 S Ivanhoe St # 202, Denver, CO 80222 30369xxxx1
Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS® 90 Woodbridge Center Dr #700, Woodbridge Township, NJ 07095
97380xxxx0 atr*********@e********.com 5 128
Freshfield Investments - Financial Planning & Investment Management 1800 Preston Park Blvd #105, Plano, TX 75093
46923xxxx0 and*@f********************.com 4 4
Hadad-Milinazzo Financial Group, Inc. 469 S Cherry St Ste 210, Denver, CO 80246
72094xxxx1 ann*******@h******.com
Vernick Financial Planning 9303 Seminole Blvd Ste A, Seminole, FL 33772
72725xxxx1 inf*@v***************.com 5 23
Bernstein Global Wealth Management 1225 17th St, Denver, CO 80202
30329xxxx0 aak********@b********.com
Waddell & Reed 2723 S State St, Ann Arbor, MI 48104 73478xxxx0
Miller Seth 570 Carillon Pkwy, Saint Petersburg, FL 33716 72729xxxx0
Personal Capital 1099 18th St Ste 2400, Denver, CO 80202
85585xxxx5 aar**********@p**************.com 3.3 7 381949 384000
Plan For It Financial LLC
Benz Insurance Agency 3101 E Eisenhower Pkwy, Ann Arbor, MI 48108
73497xxxx0 ******@k***************.com
Edward Jones - Financial Advisor: Nick Keyser, CEPA® 7920 Belt Line Rd Ste 850, Dallas, TX 75254
97278xxxx5 a.j*********@e**********.com 86257 97000
Northstar Investment Advisors 700 17th St Ste 2350, Denver, CO 80202
30383xxxx0 bva*******@n**************.com
Silicon Valley Capital Management 807 Montgomery St San Francisco, CA 94113
41586xxxx0 cga***@s***.com
Capital Financial Advisory Group 1500 Town Side Dr #201, Apex, NC 27502
91965xxxx1 acc*****@b******************.com 4.2 27 926 390
AFFLUENCER FINANCIAL ADVISORS 226 S Beverly Dr Suite 200, Beverly Hills, CA 90212
31073xxxx0 c18*****************************@s*****.wixpress 5 10
Raymond James & Associates Inc 350 S Main St Ste 100, Ann Arbor, MI 48104
73493xxxx5 aar************@r***********.com 115
Fidelity Investments 500 E Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108
80062xxxx6 a61****@f*******.com 4.4 25 323814 343000
Cambridge Financial Group 10813 S River Front Pkwy #575, South Jordan, UT 84095
80142xxxx0 avi*****@c**********.com 4.4 14 101 2 110
Penniman Wealth & Institutional Consulting - UBS Financial Services Inc. 730 Penniman Ave, Plymouth, MI 48170
73441xxxx7 acc***************@u**.com
FinancialAdvisors.com
88868xxxx0 bil*******@c*************.com
The Kanner Group 625 Beachland Blvd Ste 2, Vero Beach, FL 32963
77220xxxx1 aar************@r***********.com 5 5
Edward Jones - Financial Advisor: Adina R Wiseman 600 S Cherry St Ste 525, Denver, CO 80246
30371xxxx8 a.j*********@e**********.com
Seiler 220 Montgomery St Ste 300 San Francisco, CA 94104
41539xxxx3 aag*****@s*****.com
Lickly John 720 S Colorado Blvd, Denver, CO 80246 30339xxxx5
AdvisoryHQ 1267 Willis St, Redding, CA 96001
adi*@a*********.com
Matheson Financial Advisor 4 Mechanic St, Natick, MA 01760
50865xxxx0 bma******@m***************.com 5.02
Asti Financial Management 1101 Marina Village Pkwy Sre 201 Office #275 Alameda, CA 94501
51052xxxx7 eil***@a************.com 4.7 3 4.5 17
Moneta Group | St. Louis Investment Advisors 100 S Brentwood Blvd, St. Louis, MO 63105 31472xxxx0 aba*****@m**********.com 3.5 8
White Financial Group 145 108th Ave Ste 3, Treasure Island, FL 33706 72758xxxx6
Edward Jones - Financial Advisor: Beau Smith 950 S Cherry St Ste 118, Denver, CO 80246
30375xxxx0 a.j*********@e**********.com 85274
Giniel Financial Group Inc 735 Victors Way, Ann Arbor, MI 48108
73436xxxx5 con****@g**************.com 613 29 598
TGS Financial Advisors 100 Matsonford Rd Building 3, Suite 304, Radnor, PA 19087
80052xxxx5 aud**********@t***********.com 3 2
H T Mobile Apps 7444 Dexter Ann Arbor Rd, Dexter, MI 48130 73425xxxx9
Jay Baumgardner, CFA® - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94971xxxx8 acc***************@u**.com
Earn Into Wealth 1460 Broadway, New York, NY 10036
64649xxxx0 ade****@e*************.com 5 7
Chase Bank 2025 Rawsonville Rd, Belleville, MI 48111
73448xxxx0 a.b@c****.com
Natcity Investments 101 S Main St, Ann Arbor, MI 48104
73499xxxx2 aar******@p**.com
Wealth Advisors, Inc. 12518 W Atlantic Blvd, Coral Springs, FL 33071
95451xxxx0 ric*@w***********.com 5.025
Braddock Financial Corp The Tabor Center 1200 17t, Denver, CO 80202
30330xxxx5 aal***@b****************.com
Campass Financial Group 1660 S Albion St, Denver, CO 80222
72084xxxx4
Jason Edwards Saint Petersburg, FL 33716 72729xxxx8
Raymond James Financial Services 2800 S State St Ste 215, Ann Arbor, MI 48104
73466xxxx0 aar************@r***********.com 17418 18000
5280 Associates Wealth Management 501 S Cherry St, Denver, CO 80246
30373xxxx1 a.v@t*******.com
BPM One California St Ste 2500 San Francisco, CA 94111
41542xxxx7 aa@b*****.com 1.2 10
ALM First Financial Advisors 3800 Maple Ave Suite 600, Dallas, TX 75219
80075xxxx8 aah***@a*******.com 5 1
Tax Ninja 363 17th St Ste 1 Oakland, CA 94612
41521xxxx4 adm**@t*******.com 4.8 16 4.1 205
Guardian Investment Management 1120 Mar W St Ste D Tiburon, CA 94920
41576xxxx0 d-j@g*******.com
Principal Financial Group 4600 S Syracuse St Ste 1000, Denver, CO 80237
72062xxxx0 a.m**@p********.com
Nordberg Investment Management Inc 4520 Canterbury Ct, Ann Arbor, MI 48103
73442xxxx2 afr******@r************.com 2762 26 3300
Foundations Investment Advisors 4050 E Cotton Center Blvd suite 40, Phoenix, AZ 85040
48062xxxx9 ale*@f*******.com 5 3 183 25 196
The Santangelo Group 1801 California St Ste 3900, Denver, CO 80202
30359xxxx0
Wealthspire Advisors 521 5th Ave 15th Floor, New York, NY 10175
80099xxxx6 abb******@w**********.com 5 42 100 124
Wheeler Pat 2575 Ulmerton Rd Ste 330, Clearwater, FL 33762 72757xxxx7
Paycheck Protection Pros, LLC 12009 Pecos St, Denver, CO 80234 72033xxxx9
American Financial Advisors 1936 Lee Rd Suite 270, Winter Park, FL 32789
40720xxxx6 abr**@a*********.com 5 8
Smith Anglin Financial 14755 Preston Rd Suite 700, Dallas, TX 75254
97226xxxx4 abr*****@s**********.com 5 1 120 2 168
F 4 Capital Management 220 108th Ave, Treasure Island, FL 33706
72736xxxx0 com******@f********.com
Lmcu 3201 S State St, Ann Arbor, MI 48108
73488xxxx0 a.m@l***.org 4.9 147
Warren Street Wealth Advisors, LLC 4041 MacArthur Blvd Suite 400, Newport Beach, CA 92660
71487xxxx0 bla**@w*****************.com 5 15
Lindquist, von Husen & Joyce 301 Howard St Ste 850 San Francisco, CA 94105
41595xxxx9 ale*@l***.com
Cobiz Financial 821 17th St, Denver, CO 80202
30329xxxx5 322
Chase Bank 105 Briarwood Cir, Ann Arbor, MI 48108
73499xxxx0 acc**********@c****.com 3.4 35 938783 5663 37 5 1
Sensiba 1900 S Norfolk St Ste 330 San Mateo, CA 94403
65035xxxx0 a@s*****.com
Thomas Bosio - Associate Financial Advisor, Ameriprise Financial Services 4750 Venture Dr Ste 150, Ann Arbor, MI 48108
73447xxxx1 dns*****@a***.com
Edward Jones - Financial Advisor: Nicholas Alexander, CEPA® 6113 Jackson Rd, Ann Arbor, MI 48103
73462xxxx9 a.j*********@e**********.com 86248 97000
Morgan Stanley 1550 Market St, Denver, CO 80202
30359xxxx7 acm***********@m************.com
Petersmark Financial Network Ltd 2395 Oak Valley Dr, Ann Arbor, MI 48103
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Strategic Financial Advisors Corporation and Strategic Financial Services Corporation 1300 NJ-73 Suite 110, Mt Laurel Township, NJ 08054
85698xxxx1 ale****@s******.com
Edward Jones - Financial Advisor: Kyle B O'Keefe 3400 Travis Pointe Rd Ste C, Ann Arbor, MI 48108
73422xxxx5 acc**********@e**********.com 278 308
Merrill Lynch Financial Advisor Robert D. Boyd 13355 Noel Rd, Suite 700, One Galleria Tower, Dallas, TX 75240
97238xxxx8 ale*********@m*.com
Sarah Murray - Private Wealth Advisor, Ameriprise Financial Services 4750 Venture Dr Ste 150, Ann Arbor, MI 48108
73447xxxx6 dns*****@a***.com
Five Peak Capital Group 730 17th St, Denver, CO 80202
72038xxxx3 bri**@f**********.com
Morgan Stanley Wealth Management 1225 17th St, Denver, CO 80202
30329xxxx2 aar***********@m***********************.com
Edward Jones - Financial Advisor: Wesley A Oliver 3200 Broadway Blvd Ste 140, Garland, TX 75043
97286xxxx1 a.j*********@e**********.com 86259 97000
4 1
Edward Jones - Financial Advisor: Connor Poettmann 1905 N Sherman St Ste 825, Denver, CO 80203
30383xxxx0 a.j*********@e**********.com
CAPTRUST 14643 Dallas Pkwy Ste 320, Dallas, TX 75254
21436xxxx8 aar*********@c*******.com 389 59 498
Vintage Financial Services 401 N Main St, Ann Arbor, MI 48104
73466xxxx0 can*****@v********.com 287 28 302
Garth Allan - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94971xxxx5 acc***************@u**.com
PUBLIC EMPLOYEES RETIREMENT AS 1301 Pennsylvania Street, Denver, CO 80203
30383xxxx0 aan********@c*****.org 3.9 108 12877 53
On Deck Capital, Inc. 999 18th St Ste 2350, Denver, CO 80202
30389xxxx0 asi****@p******.com
Financial Advisory Corporation 4251 Cascade Rd SE, Grand Rapids, MI 49546
61623xxxx0 ad@f********.com
MAI Capital Management 7755 Montgomery Rd, Cincinnati, OH 45236
51387xxxx5 aar**@m**.capital 5 2
Joshua Periord 9364 Apple Crest Dr, Saline, MI 48176 73442xxxx6
Cody Borke - Thrivent 9450 S Main St Ste 101, Plymouth, MI 48170
73445xxxx2 adm**@d***********.com
Sasha R. Kottmeier - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx7 acc***************@u**.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
Smallwood Financial Services Corp 8055 E Tufts Ave Ste 1000, Denver, CO 80237
30371xxxx4 bri*****************@l**.com
Residual Partners 1070 Rosewood St, Ann Arbor, MI 48104
73476xxxx2
Schultz Collins 455 Market St Ste 1250 San Francisco, CA 94105
41529xxxx0 bel****@s*************.com 5 1
TWI Network 2121 Rawsonville Rd, Belleville, MI 48111
73448xxxx5
Wells Fargo Advisors Financial Network 16 Market Square, Denver, CO 80202 60236xxxx0
Edward Jones - Financial Advisor: Jerry Mangona 2860 Carpenter Rd Ste 200, Ann Arbor, MI 48108
73497xxxx5 a.j*********@e**********.com 410 415
Scott T Schappat 4201 E Yale Ave, Denver, CO 80222 30375xxxx9
Hightower Advisors 200 W Madison St STE 2500, Chicago, IL 60606
31296xxxx0 aba**@h****************.com 4.3 12 11275 37
Fiduciary Financial Advisors 124 Fulton St E Suite 200, Grand Rapids, MI 49503
61662xxxx2 use*@d*****.com 5 32
Clarity Financial Advisors - Ameriprise Financial Services 2187 Preserve Cir E, Canton, MI 48188
73472xxxx7 abr**************@a***.com
Mercer Advisors Wealth Management Chanin Building, 122 E 42nd St #2805, New York, NY 10168
88860xxxx3 aar********@m*************.com 5 1 2837 28 2900
Capstone Colorado 2000 S Colorado Blvd Ste 800, Denver, CO 80222
30369xxxx3 bra**@m*********.com
Ameriprise Financial 7979 E Tufts Ave, Denver, CO 80237
30372xxxx5 ame******************@a***.com 132830
Dexter Financial Services 7444 Ann Arbor St, Dexter, MI 48130 73442xxxx0
TIAA 2090 Commonwealth Blvd, Ann Arbor, MI 48105
73433xxxx0 a.-*****@t***.org 90757 492
Churchley Financial Group Inc 8055 E Tufts Ave Ste 1000, Denver, CO 80237
30379xxxx6 bri*****************@l**.com
Litchfield & Company Inc 4755 E Bay Dr, Clearwater, FL 33764 72743xxxx0 ang***@c*****.com 3.7 3
Edward Jones - Financial Advisor: Rachel Eisenhart, CFP®|ChFC®|AAMS™ 1700 Diagonal Rd Suite 630, Alexandria, VA 22314
70368xxxx0 a.j*********@e**********.com 3.5 2
Independent Financial Planning 1930 Isaac Newton Square STE 205, Reston, VA 20190
57196xxxx8 dan***@i********.com 5 1
Millie Yang 2312 32nd Ave, San Francisco, CA 94116 41556xxxx9 5 12
Raymond James 1961 Stout St, Denver, CO 80294
30378xxxx8 aar************@r***********.com 17355
Pegg J L Services 10410 Seminole Blvd, Largo, FL 33778
72739xxxx7 and****@s******.whatsapp
Gallagher Enterprises 370 17th St Ste 5600, Denver, CO 80202 30359xxxx0
Albert T Cook Co 1999 Broadway, Denver, CO 80202
30357xxxx0 hjs*****@w******************.com
Chase Bank 1501 E Stadium Blvd, Ann Arbor, MI 48104
73499xxxx3 acc**********@c****.com 2.6 25 938783 5663 37 5 1
Commerce Trust 1225 17th St, Denver, CO 80202
30321xxxx0 ben*******@c***********.com 2635 16
Matrix Investment Management Denver, CO 80230 72099xxxx7
Land Home Financial 1144 S Colorado Blvd, Denver, CO 80246 72032xxxx2
Jf Williams Co Inc 950 S Cherry St Ste 514, Denver, CO 80246
72032xxxx7 ada*@j****.com
STYRE Wealth 1300 S University Dr #530, Fort Worth, TX 76107
81760xxxx3 inf*@s****.com 5.07
TD Ameritrade 1001 17th St Ste R100, Denver, CO 80202
80066xxxx0 dns*****@s*****.com
SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA 8229 Boone Blvd Suite 760, Vienna, VA 22182
70331xxxx5 ali***@s********.global 5 10 5 13 1100
Baumgardner Group - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94971xxxx8 abc***@u**.com
Cardtronics 18115 Gulf Blvd, Redington Shores, FL 33708 72739xxxx7
Western Wealth Solutions Group 1801 California St Ste 3900, Denver, CO 80202
30359xxxx0 bra*********@r**.com 12808
CoinFlip Bitcoin ATM 2991 S State St, Ann Arbor, MI 48104
77380xxxx6 dev**@c*******.tech
Investment Adviser Association 818 Connecticut Ave NW #600, Washington, DC 20006
20229xxxx2 ala*********@i****************.org 5.01
Financial Concepts Inc 24 Frank Lloyd Wright Dr, Ann Arbor, MI 48105
73421xxxx0 cco**@f**********.com
The Thompson Katzaroff Kottmeier Group - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx5 acc***************@u**.com
Jeff Stoffer - Terra Blue Wealth Management 3030 Bridgeway, San Francisco, CA 94965
41572xxxx7 hel**@t**********.com 5 5
Charles Schwab 200 California St Fl 01 San Francisco, CA 94111
41526xxxx6 app*******************@s*****.com 2.3 20
Wells Fargo Advisors 1200 17th St, Denver, CO 80202
30362xxxx0 abe*********@w*****************.com 188275 189000
Eric VanHevel - Thrivent 1250 S Main St Ste 1B, Chelsea, MI 48118
73438xxxx5 adm**@d***********.com
Meridian Wealth Management 999 18th St Ste 3000, Denver, CO 80202
72027xxxx6
International Financial Advisory Group Inc 100 Enterprise Dr Suite 301, Rockaway Township, NJ 07866
97339xxxx3 tjo*******@i*********************.com
Edward Jones - Financial Advisor: Stacy Talarico 8070 Main St, Dexter, MI 48130
73442xxxx8 a.j*********@e**********.com
Weber Financial Group - UBS Financial Services Inc. 888 San Clemente Dr Ste 300, Newport Beach, CA 92660
94971xxxx7 abc***@u**.com
Tricia Nelson - Financial Advisor, Ameriprise Financial Services 2800 S State St Ste 205, Ann Arbor, MI 48104
73447xxxx2 dns*****@a***.com
The Wilkins Investment Group 1801 California St Ste 3900, Denver, CO 80202
30359xxxx5 mar*********@r**.com 12808
Empower Financials 305 E Eisenhower Pkwy Ste 318, Ann Arbor, MI 48108
73474xxxx3
Prudent Man Investment Mgmt 1601 Arapahoe St Ste 1300, Denver, CO 80202
30343xxxx7 cjo*****@p*********.com
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor 450 Lexington Ave 4th fl, New York, NY 10017
64664xxxx7 cur**********@g****.com 5 69
Robert Morris Carver - UBS Financial Services Inc. 20 Pacifica Ste 1500, Irvine, CA 92618
94945xxxx5 acc***************@u**.com
Perryman Financial Advisory, Inc. 12221 Merit Dr Ste 1660, Dallas, TX 75251
97277xxxx0 aba****@b***********.com 177 24
5 1
Concorde Investment Management 8383 Preston Center Plaza Dr Ste 360, Dallas, TX 75225
97270xxxx0 bsp****@c*********.com
Albion Financial Group 812 E 2100 S, Salt Lake City, UT 84106
80148xxxx0 aha****@a**************.com 5 4 219 15
Ford Investment Strategies 944 N Main St, Ann Arbor, MI 48104 73458xxxx5
MacLean Financial Group 1325 Airmotive Wy # 390, Reno, NV 89502
77532xxxx1 acc*******@m********************.com 3 4
Kec, Walker & Associates - Ameriprise Financial Services 1307 S Main St Ste A, Chelsea, MI 48118
73438xxxx0 chr*****************@a***.com 289 14 290
PACIFIC CAPITAL 1881 California Ave STE 101, Corona, CA 92881
84477xxxx7 cor*@p*************.com 5 229
HUNTER, SCHAFER & ASSOCIATES - Ameriprise Financial Services 340 N Main St Ste 302, Plymouth, MI 48170
80053xxxx0 dns*****@a***.com
COR Financial Group 6900 E Joy Rd, Ann Arbor, MI 48105
73499xxxx1 adm**@d***********.com
Cerity Partners 100 Shoreline Hwy Mill Valley, CA 94941
41543xxxx0 aad***@c*************.com
Guide Investment Group 1801 California St Ste 3900, Denver, CO 80202
30359xxxx9 cat***********@r**.com 12808
American Express Financial Advisors 7979 E Tufts Ave Ste 950, Denver, CO 80237
30340xxxx3 dns*****@a***.com
Asset Advisors Group, LLC 4779 Atlanta Rd Suite 250, Atlanta, GA 30339
67899xxxx2 jam**@a*****************.com 5 2
Laura Koch - Old National Bank 2723 S State St Ste 210, Ann Arbor, MI 48104
73488xxxx3 aar***********@o**********.com 32158 1217
Financial Advisors Network 1432 Edinger Ave #200, Tustin, CA 92780
71459xxxx0 inf*@f*****.com 4.5 6 5 26 178 6 212
Stifel 1125 17th St Ste 1600, Denver, CO 80202
30353xxxx0 abb****@s*****.com
Wells Fargo Advisors 1700 N Lincoln St Ste 2000, Denver, CO 80203
30362xxxx0 abe*********@w*****************.com 188275 189000
Prime Wealth Management 2936 Domingo Ave Ste 1 Berkeley, CA 94705
51038xxxx9 rpr***@p**********.com 5 3 1101 1100
Wealthbridge Advisors - Ameriprise Financial Services, LLC 1333 Stewart St Ste 1, Seattle, WA 98109
20631xxxx6 can*************@a***.com 344
Advisors Financial Inc 8391 Old Courthouse Rd STE 205, Tysons, VA 22182
70388xxxx0 afi@a****************.com
Merrill Lynch Wealth Management 370 17th St Ste 5500, Denver, CO 80202
30344xxxx0 ale*********@m*.com 4
CFO Rick 755 Sansome St Ste 360 San Francisco, CA 94111
41582xxxx5 a.b@c******.com 3.3 21
Cherry Street Partners 425 S Cherry St Ste 900, Denver, CO 80246 30339xxxx0
Mercer Advisors 100 Pringle Ave Ste 320 Walnut Creek, CA 94596
65057xxxx8 aar********@m*************.com 2.3 3 4.4 77
David Kersch - Old National Bank 2723 S State St, Ann Arbor, MI 48104
73488xxxx0 ale************@o**********.com 32184 1543 32000
Philip Dubinski - Financial Advisor, Ameriprise Financial Services 1505 Colonade Ct, Canton, MI 48187
73498xxxx6 dns*****@a***.com
Equipoise Wealth Management 1805 S Bellaire St Ste 340, Denver, CO 80222
30376xxxx2 inf*@e**************.com
Blair Financial Planning 600 S Cherry St Ste 808, Denver, CO 80246
30331xxxx0 a@m************.com
Vintage Financial Services 2373 Oak Valley Dr, Ann Arbor, MI 48103
73436xxxx7 can*****@v********.com
Matthew Cunningham - Private Wealth Advisor, Ameriprise Financial Services 4750 Venture Dr Ste 150, Ann Arbor, MI 48108
73447xxxx1 dns*****@a***.com
NVR Research 1 Sutter St San Francisco, CA 94104
61733xxxx9 con****@n**********.com
Charles Schwab 180 Grand Ave, Oakland, CA 94612
51098xxxx0 chr**************@s*****.com 2.9 10 3 15
Charles Schwab 106 W Portal Ave, San Francisco, CA 94127
41524xxxx2 jan*****@s*****.com 4.2 14 2.1 14
Edward Jones - Financial Advisor: Scott Tousa, CFP® 709 W Ellsworth Rd Ste 106, Ann Arbor, MI 48108
73478xxxx3 a.j*********@e**********.com 310 314