| BECU Trust Services - Eastside Financial Center |
13000 NE 20th St Suite 100, Bellevue, WA 98005 |
|
80023xxxx8 |
a.j*****@b***.org |
4.5 |
8 |
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72333 |
215 |
72000 |
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| U.S. Bank - Private Wealth Advisor: Brent Ericksen |
10800 NE 8th St, Bellevue, WA 98004 |
|
42543xxxx3 |
aar************@u*****.com |
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345675 |
5090 |
348000 |
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| The Wealth Network |
11911 NE 1st St Suite 205, Bellevue, WA 98005 |
|
42542xxxx8 |
bri****@w**************.com |
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| SC Financial Group LLC |
1417 116th Ave NE #202, Bellevue, WA 98004 |
|
42545xxxx0 |
ale*@s***************.com |
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| Stifel |
10400 NE 4th St Unit 2000, Bellevue, WA 98004 |
|
42563xxxx0 |
abb****@s*****.com |
4 |
1 |
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4666 |
|
5100 |
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| Paget Wealth Partners |
10500 NE 8th St Suite 875, Bellevue, WA 98004 |
|
42540xxxx3 |
abc****@r*****.com |
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| Three Keys Wealth Management - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42599xxxx2 |
abc*******@u**.com |
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| Pacific Financial Advisors, Inc. |
11400 SE 8th St #460, Bellevue, WA 98004 |
|
42545xxxx3 |
adm**@p********.com |
5 |
4 |
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377174 |
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408000 |
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| Puget Sound Wealth Advisors - Ameriprise Financial Services, LLC |
100 2nd Ave S Ste 140, Edmonds, WA 98020 |
|
42564xxxx3 |
dns*****@a***.com |
3.7 |
3 |
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| NINA ROSE - TIAA Wealth Management Advisor |
929 108th Ave NE # 720, Bellevue, WA 98004 |
|
87784xxxx8 |
bin********@t***.org |
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90985 |
517 |
91000 |
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| Halbert Hargrove Global Advisors |
10900 NE 8th St #1640, Bellevue, WA 98004 |
|
42545xxxx3 |
abo*****@h**************.com |
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| Morgan Stanley Wealth Management |
500 108th Ave NE Ste 1900, Bellevue, WA 98004 |
|
42543xxxx4 |
acc**********@m************.com |
|
47 |
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| Alden Capital Management LLC |
310 120th Ave NE #200, Bellevue, WA 98005 |
|
42545xxxx8 |
|
5.01 |
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| Ameriprise Financial |
Great Western Building, 11201 SE 8th St #170, Bellevue, WA 98004 |
|
42567xxxx5 |
dns*****@a***.com |
|
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132794 |
|
134000 |
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| Merrill Lynch Financial Advisor Mikihisa Kobayashi |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx2 |
ban********************@m*.com |
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| Mangan Wealth Management, Inc. |
10740 Meridian Ave N # 209, Seattle, WA 98133 |
|
20644xxxx0 |
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5 |
2 |
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| Lance Peters, Spotlight Asset Management |
10900 NE 4th St 23rd floor, Bellevue, WA 98004 |
|
20690xxxx0 |
a@s******************.com |
5 |
1 |
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33 |
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| Adam Guzek - Associate Financial Advisor, Ameriprise Financial Services, LLC |
11201 SE 8th St #115, Bellevue, WA 98004 |
|
42545xxxx7 |
ada*******@a***.com |
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| Edelman Financial Engines |
10900 NE 8th St UNIT 1414, Bellevue, WA 98004 |
|
83375xxxx3 |
aar**@e**********************.com |
|
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18790 |
20 |
20000 |
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| Merrill Lynch Financial Advisor Alexander Callahan |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx8 |
ale**********@m*.com |
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| Merrill Lynch Financial Advisor John Rial |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx6 |
ban********************@m*.com |
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| Sovereign Wealth Advisors |
601 108th Ave NE UNIT 1510, Bellevue, WA 98004 |
|
42528xxxx2 |
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| CAPTRUST |
10811 Main St, Bellevue, WA 98004 |
|
42540xxxx1 |
aar*********@c*******.com |
4.5 |
2 |
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422 |
62 |
540 |
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| Bank of America Private Client Advisor Daniel (Dan) Duke |
10400 NE 4th St Ste 2301, Bellevue, WA 98004 |
|
42546xxxx6 |
dom*****************@b************.com |
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| Merrill Lynch Financial Advisor Kurt E. Schulz |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx1 |
ban********************@m*.com |
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| John Laurence Greene, CTFA, CIMC - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42545xxxx1 |
abc***@u**.com |
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| D.A. Davidson |
10400 NE 4th St Ste 400, Bellevue, WA 98004 |
|
42546xxxx0 |
a.a@d*********.com |
5 |
3 |
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895 |
|
1200 |
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| Parcion Private Wealth |
11980 NE 24th St #210, Bellevue, WA 98005 |
|
42527xxxx5 |
bla***********@p********.com |
5.01 |
|
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| The Matthews Group - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42545xxxx0 |
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| Tresa Leftenant - Financial Advisor, Ameriprise Financial Services, LLC |
10900 NE 4th St Unit 2300, Bellevue, WA 98004 |
|
42583xxxx8 |
dns*****@a***.com |
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| Alterra Advisors |
500 108th Ave NE Unit 1700, Bellevue, WA 98004 |
|
42574xxxx0 |
amb**@a**************.com |
5 |
38 |
|
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5 |
9 |
258 |
9 |
272 |
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| Stone 8 Wealth Management |
12011 NE Bel Red Rd, Bellevue, WA 98005 |
|
20686xxxx8 |
adm******@l**.com |
|
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76 |
|
78 |
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| Merrill Lynch Financial Advisor Fazil Daver Tiryakioglu |
10400 NE 4th St, Bellevue, WA 98004 |
|
42563xxxx1 |
ban********************@m*.com |
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| Boone Wealth Advisors, LLC |
777 108th Ave NE Ste 2230, Bellevue, WA 98004 |
|
42546xxxx6 |
|
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4.9 |
39 |
1202 |
13 |
1100 |
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| U.S. Bank – Wealth Management Banker: Alison Coacher |
10900 NE 8th St #100, Bellevue, WA 98004 |
|
42563xxxx7 |
aar************@u*****.com |
|
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|
345675 |
5090 |
348000 |
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| TIAA Financial Services |
929 108th Ave NE # 720, Bellevue, WA 98004 |
|
87784xxxx8 |
acc******************@t***.org |
|
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|
90985 |
517 |
91000 |
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| Cascade Wealth Strategies |
10500 NE 8th St, Ste 1600, Bellevue, WA 98004 |
|
20672xxxx0 |
ada*@c********.com |
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| Morgan Stanley Financial Advisors |
500 108th Ave NE Unit 1900, Bellevue, WA 98004 |
|
42545xxxx0 |
int**********@m************.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Renee E Thomas |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx6 |
ban********************@m*.com |
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| Merrill Lynch Financial Advisor THERESA TRINIDAD |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx8 |
bri************@b***.com |
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| U.S. Bank - Private Wealth Advisor: Tiffany Koenig |
10800 NE 8th St, Bellevue, WA 98004 |
|
42563xxxx2 |
aar************@u*****.com |
|
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|
345675 |
5090 |
348000 |
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| Madrona Financial Services |
2050 112th Ave NE #130, Bellevue, WA 98004 |
|
42545xxxx5 |
and****@m***************.com |
3 |
2 |
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| Mainspring Wealth Advisors |
11400 SE 8th St #260, Bellevue, WA 98004 |
|
42527xxxx9 |
ali***@m***********.com |
|
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|
315 |
44 |
296 |
|
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| Bellevue Asset Management LLC |
Bellevue Gateway I, 11400 SE 8th St #270, Bellevue, WA 98004 |
|
42528xxxx1 |
ach***@b************.com |
5 |
1 |
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| Merriman Wealth Management |
10900 NE 8th St Ste 780, Bellevue, WA 98004 |
|
20628xxxx7 |
aar**@m*******.com |
|
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469 |
33 |
520 |
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| McMahan Asset Management |
14205 SE 36th St Suite 100, Bellevue, WA 98006 |
|
20644xxxx0 |
|
5.06 |
|
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| Merrill Lynch Financial Advisor Patricia Murphy Radigan |
10400 NE 4th St, Bellevue, WA 98004 |
|
42563xxxx4 |
ban********************@m*.com |
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| Gregory Lew - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42599xxxx2 |
abc*******@u**.com |
|
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| Soundview Financial Group - Ameriprise Financial Services, LLC |
915 118th Ave SE Ste 250, Bellevue, WA 98005 |
|
40682xxxx7 |
ann*************@a***.com |
|
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|
93 |
|
95 |
|
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| Allegiance Wealth Management - Ameriprise Financial Services, LLC |
301 116th Ave SE #500, Bellevue, WA 98004 |
|
42545xxxx3 |
bre*********@a***.com |
|
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|
78 |
|
85 |
|
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|
| Shane Phillips - Financial Advisor, Ameriprise Financial Services, LLC |
929 108th Ave NE Unit 1200, Bellevue, WA 98004 |
|
42537xxxx4 |
dns*****@a***.com |
|
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505 |
|
514 |
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| Mercer Advisors |
10655 NE 4th St Ste 810, Bellevue, WA 98004 |
|
88864xxxx6 |
aar********@m*************.com |
|
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|
2807 |
28 |
2900 |
|
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| Charles Schwab |
508 Union St, Seattle, WA 98101 |
|
20628xxxx6 |
chr**********@s*****.com |
4 |
17 |
|
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|
| Austen Wilson - Thrivent |
11711 SE 8th St Ste 201, Bellevue, WA 98005 |
|
25327xxxx0 |
adm**@d***********.com |
|
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|
49 |
|
52 |
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| Merrill Lynch Financial Advisor Steve Bowzer |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx0 |
ban********************@m*.com |
|
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| Aviation Partners Wealth Management - UBS Financial Services Inc. |
225 108th Avenue NE, Suite 800, Bellevue, WA 98004 |
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42545xxxx4 |
abc*******@u**.com |
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| B3 Wealth Strategies |
11245 SE 6th St building b suite 120, Bellevue, WA 98004 |
|
42597xxxx5 |
ale*@b*****************.com |
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125 |
8 |
136 |
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| Bellevue, WA Branch Office - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42545xxxx0 |
abc*******@u**.com |
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| FRG Family Wealth Advisors |
10900 NE 8th St Unit 1600, Bellevue, WA 98004 |
|
42545xxxx2 |
inf*@f********.com |
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| Daniel Wilskie - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42599xxxx9 |
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| Rodney Rich - Financial Advisor, Ameriprise Financial Services, LLC |
929 108th Ave NE Unit 1200, Bellevue, WA 98004 |
|
42537xxxx2 |
dns*****@a***.com |
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| Zach Goldberg, CFP, CRPS - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42545xxxx0 |
abc*******@u**.com |
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| Optimist Retirement Group |
11400 SE 8th St #465, Bellevue, WA 98004 |
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42563xxxx7 |
for***@o*****************.com |
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| Legacy Wealth Consulting Group - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42599xxxx9 |
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| Hightower Bellevue |
601 108th Ave NE UNIT 1510, Bellevue, WA 98004 |
|
42545xxxx3 |
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5 |
2 |
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| Decker Retirement Planning, Inc. |
10900 NE 4th St Unit 2300, Bellevue, WA 98004 |
|
42559xxxx0 |
bra*************@d***********************.com |
5 |
6 |
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| Private Bank, Bank of America |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx1 |
and************@b************.com |
1 |
4 |
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| Financial Advisory Partners |
11004 NE 11th St STE 110, Bellevue, WA 98004 |
|
42545xxxx3 |
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5 |
1 |
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| Scott Wigren - Raymond James |
310 120th Ave NE Suite 102, Bellevue, WA 98005 |
|
42545xxxx8 |
|
5.05 |
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| Olson Investment Advisors LLC |
1715 114th Ave SE #200, Bellevue, WA 98004 |
|
20683xxxx0 |
dan@o****************.com |
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| Strategic Wealth Designers |
3535 Factoria Blvd SE Suite 425, Bellevue, WA 98006 |
|
42565xxxx7 |
aar**@s*******.com |
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4.8 |
64 |
4739 |
16 |
4900 |
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| Integrated Wealth Advisors |
500 108th Ave NE, Bellevue, WA 98004 |
|
42581xxxx7 |
aus***@i***********.com |
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| Merrill Lynch Financial Advisor Colin R Cook |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx9 |
ban********************@m*.com |
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| The Paclantic Group - Morgan Stanley |
500 108th Ave NE Unit 1900, Bellevue, WA 98004 |
|
42545xxxx0 |
int**********@m************.com |
5 |
1 |
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| Columbia Strategic Wealth Advisors |
10900 NE 8th St, Bellevue, WA 98004 |
|
42564xxxx8 |
col********@c**********.com |
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| Merrill Lynch Private Wealth Advisor Jason Weese |
10400 NE 4th St Suite 2500, Bellevue, WA 98004 |
|
42599xxxx2 |
ban********************@m*.com |
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| No Bull Financial, Llc |
310 120th Ave NE Ste 205, Bellevue, WA 98005 |
|
42522xxxx0 |
deb**@l***************.com |
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5 |
13 |
143 |
8 |
166 |
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5 |
48 |
| Garland Capital Management |
500 108th Ave NE, Bellevue, WA 98004 |
|
42564xxxx6 |
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| Droker Financial LLC/ Water Rock Global Asset Management LLC |
29 148th Ave SE, Bellevue, WA 98007 |
|
42569xxxx3 |
adr******************************************@w**************.com |
4.3 |
6 |
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| Gary Grossblatt, CFP, CRPS - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42545xxxx5 |
abc*******@u**.com |
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| Pinnacle Private Wealth Advisors |
Skyline Tower, 10900 NE 4th St #2260, Bellevue, WA 98004 |
|
42553xxxx0 |
rea****@p**********.com |
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5 |
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7 |
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| Stickney Research |
2050 112th Ave NE #210, Bellevue, WA 98004 |
|
42546xxxx5 |
cou*****@s***************.com |
5 |
1 |
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| Stabler Wealth Management |
9 Lake Bellevue Dr STE 108, Bellevue, WA 98005 |
|
42564xxxx7 |
car*@s********.com |
5 |
1 |
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| The Rainier Team - Morgan Stanley |
500 108th Ave NE Unit 1900, Bellevue, WA 98004 |
|
42545xxxx5 |
acc**********@m************.com |
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| Russell Dunn - Private Wealth Advisor, Ameriprise Financial Services, LLC |
915 118th Ave SE Ste 250, Bellevue, WA 98005 |
|
42569xxxx7 |
deb***************@a***.com |
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87 |
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91 |
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| Integrated Wealth Advisors |
500 108th Ave NE Unit 1100, Bellevue, WA 98004 |
|
42581xxxx7 |
aus***@i***********.com |
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| Moser Wealth Advisors |
2135 112th Ave NE STE 100, Bellevue, WA 98004 |
|
42581xxxx0 |
bha***@m********.com |
5 |
1 |
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| The Wormeli Group - Raymond James |
40 Lake Bellevue Dr Ste 280, Bellevue, WA 98005 |
|
42599xxxx0 |
aar************@r***********.com |
4.724 |
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17458 |
|
18000 |
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| Merrill Lynch Financial Advisor Craig Foreman |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx6 |
ban********************@m*.com |
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| Mariner |
11225 SE 6th St Suite C-260, Bellevue, WA 98004 |
|
42548xxxx0 |
aar********@m********************.com |
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| Northwestern Mutual Real Estate Office |
500 108th Ave NE # 2020, Bellevue, WA 98004 |
|
42545xxxx1 |
abb*****@n*****************.com |
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| Merrill Lynch Financial Advisor Ryan P Wheatley |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx0 |
ban********************@m*.com |
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| U.S. Bancorp Investments - Financial Advisors: Ira Armad |
10800 NE 8th St Ste 100, Bellevue, WA 98004 |
|
42563xxxx6 |
aar************@u*****.com |
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345675 |
5090 |
348000 |
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| Integrity Financial Corporation |
2821 Northup Way # 120, Bellevue, WA 98004 |
|
80079xxxx5 |
dcr***@i********.financial |
5 |
10 |
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| Synergy Asset Management |
13231 SE 36th St Suite 215, Bellevue, WA 98006 |
|
20638xxxx5 |
ann@s*********.com |
5 |
1 |
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| James Kovarik - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42599xxxx5 |
abc*******@u**.com |
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| Viridian Advisors |
11245 SE 6th St #210, Bellevue, WA 98004 |
|
20638xxxx0 |
inf*@v***************.com |
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18801 |
20 |
20000 |
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| Fulcrum Wealth Advisors |
10940 NE 33rd Pl # 210, Bellevue, WA 98004 |
|
42580xxxx5 |
c18*****************************@s*****.wixpress |
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| Sherwood Investments | Redmond Financial Planner |
23705 NE 61st St, Redmond, WA 98053 |
|
42589xxxx9 |
cde*****@s*******************.com |
5 |
5 |
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| Emerald Advisors, LLC |
3055 112th Ave NE Suite 206, Bellevue, WA 98004 |
|
42545xxxx3 |
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| Merrill Lynch Financial Advisor Mark B Pederson |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx9 |
bri************@b***.com |
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| PATH Wealth Management |
12715 Bel-Red Rd, Bellevue, WA 98005 |
|
42528xxxx2 |
joe@p*****.com |
5 |
1 |
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| Atkinson Wealth Strategies |
11900 NE 1st St Suite 300, Bellevue, WA 98005 |
|
42574xxxx4 |
tyl***********@l**.com |
5 |
5 |
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| Baird Private Wealth Management |
777 108th Ave NE Unit 1600, Bellevue, WA 98004 |
|
87727xxxx4 |
agu**@r******.com |
|
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|
8163 |
953 |
8700 |
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| WealthCollab LLC |
1400 112th Ave SE suite 100, Bellevue, WA 98004 |
|
20645xxxx1 |
dan***@w***********.com |
5 |
3 |
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| AXA Advisors,LLC: Brent E. Williams |
10500 NE 8th St Unit 1600, Bellevue, WA 98004 |
|
20695xxxx8 |
bre***********@e********.com |
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| First Allied Securities Inc |
1750 112th Ave NE # E174, Bellevue, WA 98004 |
|
42564xxxx8 |
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| Baker Phillips Wealth Management - Ameriprise Financial Services, LLC |
929 108th Ave NE Unit 1200, Bellevue, WA 98004 |
|
42537xxxx1 |
dns*****@a***.com |
|
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503 |
|
504 |
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| SCS |
10900 NE 8th St #1550, Bellevue, WA 98004 |
|
42545xxxx2 |
aar*******@n***********.com |
5 |
2 |
|
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|
305 |
|
311 |
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| Apella - Bellevue |
2821 Northup Way # 250, Bellevue, WA 98004 |
|
|
aca*****@a***********.com |
5 |
1 |
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|
144 |
|
166 |
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|
| Spectrum Financial Partners, fee-based planning |
11911 NE 1st St #306, Bellevue, WA 98005 |
|
42559xxxx9 |
eri*@s*********.net |
4 |
4 |
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| Edward Jones - Financial Advisor: Diony Victorin |
989 112th Ave NE Ste 101, Bellevue, WA 98004 |
|
42548xxxx6 |
a.j*********@e**********.com |
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158 |
2 |
157 |
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| Merrill Lynch Financial Advisor Matthew A Scher |
10400 Ne 4th St, 400 Lincoln Square Unit 2400, Bellevue, WA 98004 |
|
42546xxxx3 |
bro*********@m*.com |
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| MarsJewett Financial Group |
11235 SE 6th St Ste 110, Bellevue, WA 98004 |
|
42528xxxx0 |
and*@m*********.com |
5 |
2 |
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| B.O.S.S. Retirement Solutions & Advisors Bellevue |
2950 Northup Way #202, Bellevue, WA 98004 |
|
42582xxxx2 |
ada*@b*************.com |
4.4 |
9 |
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1187 |
9 |
1200 |
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| Servitium Wealth Management - Ameriprise Financial Services, LLC |
310 120th Ave NE #101, Bellevue, WA 98005 |
|
42547xxxx3 |
dns*****@a***.com |
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| Occidental Asset Management, LLC - Bellevue |
35 100th Ave NE, Bellevue, WA 98004 |
|
42544xxxx2 |
bba***@o*******.net |
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155 |
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168 |
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| AME Planning and Wealth Management - Ameriprise Financial Services, LLC |
915 118th Ave SE Ste 250, Bellevue, WA 98005 |
|
42569xxxx7 |
deb***************@a***.com |
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87 |
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91 |
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| Johnson Financial Partners - Ameriprise Financial Services, LLC |
11400 SE 8th St Ste 445, Bellevue, WA 98004 |
|
42570xxxx0 |
dns*****@a***.com |
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| Ferguson Wellman Capital Management Co. |
500 108th Ave NE #950, Bellevue, WA 98004 |
|
42565xxxx1 |
dol********@f*******.com |
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| UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42545xxxx0 |
aar*******@u**.com |
5 |
2 |
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| Edward Anthony Conti - Private Wealth Advisor, Ameriprise Financial Services, LLC |
10655 NE 4th St Ste 503, Bellevue, WA 98004 |
|
42546xxxx5 |
dns*****@a***.com |
5 |
1 |
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| Rockefeller Capital Management |
10500 NE 8th St Suite 875, Bellevue, WA 98004 |
|
42540xxxx3 |
abc****@r*****.com |
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| Merrill Lynch Financial Advisor Annukka K Mikkola |
10400 NE 4th St Suite 2500, Bellevue, WA 98004 |
|
42546xxxx1 |
ann**************@m*.com |
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| Merrill Lynch Financial Advisor Cora S Chan |
10400 NE 4th St Suite 2500, Bellevue, WA 98004 |
|
42546xxxx5 |
ban********************@m*.com |
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| Bristlecone Advisors |
10900 NE 4th St, Bellevue, WA 98004 |
|
20666xxxx0 |
ada*@b******************.com |
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| Merrill Lynch Financial Advisor Joseph Osborne |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx6 |
bri************@b***.com |
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| Andrew Hergert - Raymond James |
11747 NE 1st St Ste 202, Bellevue, WA 98005 |
|
42545xxxx2 |
aar************@r***********.com |
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17458 |
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18000 |
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| Andrew D Norman - Financial Advisor, Ameriprise Financial Services, LLC |
11201 SE 8th St #115, Bellevue, WA 98004 |
|
42538xxxx3 |
ada************@a***.com |
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1818 |
152 |
1800 |
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| Josh Yeyni, CPA, CFP® - Wealth-Builders, Inc. |
500 106th Ave NE, Bellevue, WA 98004 |
|
20694xxxx0 |
ano******@v******.com |
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| gatien strategic wealth management |
10400 NE 4th St, Bellevue, WA 98004 |
|
86633xxxx9 |
cga****@d****.com |
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| Talbot Financial, LLC |
10500 NE 8th St Unit 1700, Bellevue, WA 98004 |
|
42553xxxx7 |
ant**************@t**************.com |
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| Focus Advisors - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
20662xxxx0 |
abc*******@u**.com |
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| Vuecrest Wealth Management - Ameriprise Financial Services, LLC |
10655 NE 4th St Ste 503, Bellevue, WA 98004 |
|
42546xxxx5 |
ama***********@a***.com |
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58 |
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67 |
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| Keel Financial Partners |
10900 NE 4th St Unit 2300, Bellevue, WA 98004 |
|
42594xxxx5 |
inf*@k************.com |
5 |
2 |
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4 |
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| Dae Capital Advisors LLC |
10500 NE 8th St #1405, Bellevue, WA 98004 |
|
42544xxxx0 |
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| Pacific Capital Resource Group, Inc. |
10900 NE 4th Street Suite 2300 - #2413, Bellevue, WA 98004 |
|
42565xxxx0 |
a.w*****@p***.com |
4 |
8 |
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| New Foundation Wealth Group |
10900 NE 4th St Unit 2300, Bellevue, WA 98006 |
|
42599xxxx8 |
nha****@n**************.com |
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| Buckingham Strategic Wealth |
3015 112th Ave NE suite 210, Bellevue, WA 98004 |
|
42550xxxx2 |
adm**@b****************.com |
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550 |
6 |
646 |
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| Marc Dorgan - Financial Advisor, Ameriprise Financial Services, LLC |
929 108th Ave NE Unit 1200, Bellevue, WA 98004 |
|
42537xxxx8 |
dns*****@a***.com |
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| Vincent La Cava - Financial Advisor, Ameriprise Financial Services, LLC |
929 108th Ave NE Unit 1200, Bellevue, WA 98004 |
|
42545xxxx8 |
dns*****@a***.com |
5 |
1 |
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| Merriman Wealth Management |
920 5th Ave Suite 2720, Seattle, WA 98104 |
|
20628xxxx7 |
aar**@m*******.com |
4.2 |
9 |
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470 |
33 |
523 |
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| Dan Halos - Dabyn Wealth Strategies - Partner and Equitable Advisors - Financial Advisor |
10500 NE 8th St Unit 1600, Bellevue, WA 98004 |
|
20660xxxx6 |
dan@d******.com |
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| Mercer Advisors Wealth Management |
10655 NE 4th St UNIT 810, Bellevue, WA 98004 |
|
88864xxxx6 |
aar********@m*************.com |
|
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2837 |
28 |
2900 |
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| Prevail Wealth Management, LLC |
520 Kirkland Way Suite 201, Kirkland, WA 98033 |
|
42544xxxx8 |
inf*@p************.com |
5 |
3 |
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| Adam Skagen - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
20644xxxx1 |
abc*******@u**.com |
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| Edward Jones - Financial Advisor: John L Coeuille |
1020 108th Ave NE Ste 120, Bellevue, WA 98004 |
|
42559xxxx5 |
a.j*********@e**********.com |
5 |
3 |
|
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|
86761 |
|
98000 |
|
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| The Meydenbauer Wealth Management Group |
777 108th Ave NE, Bellevue, WA 98004 |
|
42564xxxx1 |
bsg***********@b*********.com |
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| The Winvest Investment Fund |
Skyline Tower, 10900 NE 4th St Unit 2300, Bellevue, WA 98004 |
|
42533xxxx5 |
inf*@i*****************.com |
5 |
6 |
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| Empirical Wealth Management |
11100 NE 8th St Ste 820, Bellevue, WA 98004 |
|
42536xxxx0 |
aba****@e********.net |
|
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2600 |
|
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| Colibri Capital - Ameriprise Financial Services, LLC |
11201 SE 8th St #115, Bellevue, WA 98004 |
|
42538xxxx3 |
chr***************@a***.com |
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| Merrill Lynch Financial Advisor Michele Centanni |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx5 |
bro*********@m*.com |
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| Stacy Oster, CFP - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42545xxxx9 |
abc*******@u**.com |
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| Taylor Mitchell - Financial Advisor, Ameriprise Financial Services, LLC |
929 108th Ave NE Unit 1200, Bellevue, WA 98004 |
|
42537xxxx4 |
dns*****@a***.com |
|
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|
250 |
|
259 |
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| AGP Wealth Advisors - Ameriprise Financial Services, LLC |
2275 116th Ave NE STE 200, Bellevue, WA 98004 |
|
42546xxxx0 |
agp**************@a***.com |
|
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|
786 |
|
806 |
|
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| Highland Private Wealth Management |
10900 NE 8th St Ste 1122, Bellevue, WA 98004 |
|
42573xxxx0 |
aus***@h**************.com |
|
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| Dawn M Williams - Financial Advisor, Ameriprise Financial Services, LLC |
929 108th Ave NE Unit 1200, Bellevue, WA 98004 |
|
42545xxxx5 |
con***********@a***.com |
|
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69 |
|
73 |
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| Northwestern Mutual |
10800 NE 8th St UNIT 910, Bellevue, WA 98004 |
|
42545xxxx5 |
a.-***********@n*****************.com |
5 |
1 |
|
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|
107319 |
16175 |
108000 |
|
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| Financial Advocates Wealth Management |
445 154th Ave SE, Bellevue, WA 98007 |
|
42541xxxx5 |
ros*********@l**.com |
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| Tucker Wealth Management |
10400 NE 4th St Ste 400, Bellevue, WA 98004 |
|
42546xxxx0 |
joh******@t************.com |
|
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|
| Merrill Lynch Financial Advisor Daniella Dale |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx5 |
dom*****************@b************.com |
|
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|
| Snider Financial Group |
The Forum building, 12505 Bel-Red Rd, Bellevue, WA 98005 |
|
42545xxxx0 |
hea****@s*******************.com |
5 |
3 |
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| Stone 8 Wealth Management |
12011 Bel-Red Rd suite 200, Bellevue, WA 98005 |
|
20686xxxx8 |
rob******@l**.com |
5 |
9 |
|
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|
76 |
|
78 |
|
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| Binbin Feng - TIAA Wealth Management Advisor |
929 108th Ave NE # 720, Bellevue, WA 98004 |
|
87784xxxx8 |
acc******************@t***.org |
|
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|
90985 |
517 |
91000 |
|
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| Coldstream Wealth Management |
1 100th Ave NE Ste 102, Bellevue, WA 98004 |
|
42528xxxx0 |
aar**@c*********.com |
3.7 |
3 |
|
|
|
|
209 |
37 |
240 |
|
|
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| Merrill Lynch Financial Advisor Braden C Hammer |
10400 NE 4th St, Bellevue, WA 98004 |
|
42599xxxx5 |
ban********************@m*.com |
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| Boone Wealth Advisors |
Boone Wealth Advisors, LLC, 500 108th Ave NE #1840, Bellevue, WA 98004 |
|
42546xxxx6 |
joh*******@b**********.com |
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4.8 |
39 |
1200 |
13 |
1100 |
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| Casey Sullivan - Associate Manager ACD, Ameriprise Financial Services, LLC |
929 108th Ave NE Unit 1200, Bellevue, WA 98004 |
|
42537xxxx9 |
cas***********@a***.com |
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188 |
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196 |
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| Soundmark Wealth Management, LLC |
11400 98th Ave NE # 301, Kirkland, WA 98033 |
|
42582xxxx9 |
bh@s**************.com |
5 |
2 |
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18775 |
20 |
20000 |
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| carlton wealth management |
601 108th Ave NE, Bellevue, WA 98004 |
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42583xxxx5 |
inf*@c**********.com |
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| AXA Advisors |
10500 NE 8th St Unit 1600, Bellevue, WA 98004 |
|
20672xxxx0 |
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2.7 |
10 |
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| Rotella Capital Management Inc |
800 Bellevue Way NE #200, Bellevue, WA 98004 |
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42521xxxx0 |
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1 |
3 |
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| Avier Wealth Advisors |
10655 NE 4th St Unit 500, Bellevue, WA 98004 |
|
42546xxxx1 |
a@a************.com |
5 |
4 |
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38 |
2 |
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| Edward Jones - Financial Advisor: David E Johnson, CFP®|ChFC®|AAMS™|CRPC™ |
1130 106th Ave NE, Bellevue, WA 98004 |
|
42570xxxx2 |
a.j*********@e**********.com |
5 |
1 |
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86761 |
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98000 |
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| Merrill Lynch Financial Advisor Hyeon Kang |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx7 |
ban********************@m*.com |
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| Merrill Lynch Private Wealth Advisor Todd Kelly |
10400 NE 4th St, Bellevue, WA 98004 |
|
42599xxxx0 |
bro*********@m*.com |
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| Sound Legacy Wealth Advisors |
10900 NE 4th St, Bellevue, WA 98004 |
|
42580xxxx2 |
chr******@s**********.com |
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| Capstone Advisors - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42545xxxx0 |
abc*******@u**.com |
5 |
1 |
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| Merrill Lynch Financial Advisor James Ferguson |
10400 NE 4th St, Bellevue, WA 98004 |
|
42599xxxx0 |
ban********************@m*.com |
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| Sound Foundation Wealth Advisors - Nathan C. Downs & Cory T. Thomas |
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36056xxxx5 |
522*************************************@w*****************.com |
5 |
9 |
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129 |
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| Baker Day, LLC - Raymond James |
11400 SE 8th St Ste 265, Bellevue, WA 98004 |
|
42542xxxx4 |
aar************@r***********.com |
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17458 |
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18000 |
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| Tyler Neal, CFP - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42599xxxx5 |
abc*******@u**.com |
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| tucker wealth management |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx0 |
atu****@d****.com |
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| Coldstream Wealth Management |
1 - 100th Ave NE, Bellevue, WA 98004 |
|
42528xxxx0 |
ale*@c*********.com |
3.7 |
3 |
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210 |
37 |
242 |
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| Capital Planning, LLC |
10900 NE 4th St Unit 2300, Bellevue, WA 98004 |
|
42564xxxx0 |
cpc@c*********.com |
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75 |
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| Merrill Lynch Financial Advisor John Hall |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx2 |
ban********************@m*.com |
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3 |
2 |
| Thomas Kim - Raymond James |
11747 NE 1st St, Bellevue, WA 98005 |
|
42545xxxx2 |
aar************@r***********.com |
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17458 |
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18000 |
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| Merrill Lynch Financial Advisor John R Allison |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx1 |
ban********************@m*.com |
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| Merrill Lynch Wealth Management |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx0 |
ban********************@m*.com |
3 |
2 |
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| Pacific Asset Advisors Inc |
14205 SE 36th St #215, Bellevue, WA 98006 |
|
42599xxxx0 |
ada*@p*********.com |
3 |
4 |
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| Merrill Lynch Financial Advisor Michael Imler |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx4 |
bri************@b***.com |
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| Amit Trivedi, CFA - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
42599xxxx0 |
abc*******@u**.com |
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| jf brown financial |
188 106th Ave NE, Bellevue, WA 98004 |
|
42565xxxx4 |
jbr***@c*******.com |
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| Voya Financial Advisors |
10655 NE 4th St Ste 300, Bellevue, WA 98004 |
|
42542xxxx1 |
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2 |
7 |
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| Stabler Wealth Management |
9 Lake Bellevue Dr, Bellevue, WA 98005 |
|
42564xxxx7 |
car*@s********.com |
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| Mainsail Financial Group |
11245 SE 6th St Ste 140, Bellevue, WA 98004 |
|
42550xxxx3 |
d.o*****@m*********.com |
5 |
6 |
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| The Meydenbauer Wealth Management Group |
777 108th Ave NE Ste 2500, Bellevue, WA 98004 |
|
42564xxxx1 |
bsg***********@b*********.com |
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| The HWC Group - Morgan Stanley |
stay to the left of the median wall to enter parking garage, 500 108th Ave NE Unit 1900, Bellevue, WA 98004 |
|
42545xxxx2 |
acc**********@m************.com |
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| Merrill Lynch Financial Advisor Eric M. Owens |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx1 |
bri************@b***.com |
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| Merrill Lynch Financial Advisor Peter V Kline |
10400 NE 4th St Suite 2500, Bellevue, WA 98004 |
|
42546xxxx5 |
ban********************@m*.com |
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| The Petricic & Phillips Financial Group |
Great Western Building, 11201 SE 8th St, Bellevue, WA 98004 |
|
42550xxxx0 |
cas***@t****.com |
5 |
5 |
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| Michael W Boone CFP CFA - Boone Wealth Advisors, LLC |
777 108th Ave NE Suite 2230, Bellevue, WA 98004 |
|
42546xxxx6 |
joh*******@b**********.com |
5.01 |
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4.9 |
39 |
1202 |
13 |
1100 |
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| Private Wealth Management Solutions, LLC |
11232 NE 15th St #100, Bellevue, WA 98004 |
|
42589xxxx7 |
bra****@p***********.net |
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| Paul R. Ried Financial Group, LLC |
10801 Main St #201, Bellevue, WA 98004 |
|
42564xxxx7 |
ada**@p*******.com |
5 |
4 |
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181 |
2 |
192 |
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| Howard A Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC |
11400 SE 8th St Ste 445, Bellevue, WA 98004 |
|
42570xxxx0 |
dns*****@a***.com |
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| Peter Stankovich - TIAA Wealth Management Advisor |
929 108th Ave NE # 720, Bellevue, WA 98004 |
|
87784xxxx8 |
acc******************@t***.org |
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90985 |
517 |
91000 |
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| Kairos Capital Management |
365 118th Ave SE, Bellevue, WA 98005 |
|
42544xxxx5 |
inf*@k*******.com |
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| Adam Costarella - Financial Advisor, Ameriprise Financial Services, LLC |
11201 SE 8th St #115, Bellevue, WA 98004 |
|
42540xxxx4 |
ada************@a***.com |
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166 |
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167 |
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| Aletheian Wealth Advisors |
Symetra Building, 777 108th Ave NE Suite 2250, Bellevue, WA 98004 |
|
42545xxxx0 |
inf*@a****************.com |
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| Merrill Lynch Financial Advisor Alan Lubner |
10400 NE 4th St, Bellevue, WA 98004 |
|
42599xxxx2 |
ala********@m*.com |
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| Donald Lee - Financial Advisor, Ameriprise Financial Services, LLC |
2275 116th Ave NE STE 200, Bellevue, WA 98004 |
|
20623xxxx4 |
agp**************@a***.com |
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796 |
|
828 |
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| Clarity Capital Management |
909 Alder Ave Suite 102, Sumner, WA 98390 |
|
84463xxxx1 |
gab**@c*********.net |
5 |
12 |
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| Creative Planning |
500 108th Ave NE Office 11, Ste. 1100, Bellevue, WA 98004 |
|
86627xxxx8 |
a.j******@c***************.com |
4.9 |
9 |
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|
6358 |
127 |
7300 |
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| Jeffrey McIntosh QPFC® |
10500 NE 8th St Unit 1600, Bellevue, WA 98004 |
|
42543xxxx6 |
aar**@b*************.com |
5 |
18 |
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422 |
2 |
433 |
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| Merrill Lynch Financial Advisor Eileen P Days |
10400 NE 4th St Suite 2500, Bellevue, WA 98004 |
|
42546xxxx9 |
dom*****************@b************.com |
5 |
1 |
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| Synergos Advisory LLC |
500 108th Ave NE Unit 1100, Bellevue, WA 98004 |
|
20680xxxx6 |
pla****@s*************.com |
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| Oppenheimer & Co. Inc. |
500 108th Ave NE Unit 2100, Bellevue, WA 98004 |
|
42570xxxx0 |
aal****@o**********.com |
5 |
1 |
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4.8 |
37 |
623 |
165 |
722 |
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| Evergreen Gavekal |
1412 112th Ave NE Suite 100, Bellevue, WA 98004 |
|
42546xxxx0 |
aha*@e***************.com |
5 |
1 |
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| Kyle Schmahl - TIAA Wealth Management Advisor |
929 108th Ave NE # 720, Bellevue, WA 98004 |
|
87784xxxx8 |
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| Premier Wealth Management |
19101 36th Ave W #211, Lynnwood, WA 98036 |
|
42574xxxx8 |
bob@p**************.com |
5 |
2 |
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| Dana Marie Ferrell - Private Wealth Advisor, Ameriprise Financial Services, LLC |
310 120th Ave NE #101, Bellevue, WA 98005 |
|
42547xxxx3 |
dns*****@a***.com |
5 |
1 |
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| Wells Fargo Advisors |
777 108th Ave NE # 2500, Bellevue, WA 98004 |
|
42546xxxx7 |
aly**********@w*****************.com |
5 |
1 |
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188696 |
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190000 |
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| Edward Jones - Financial Advisor: David B Castillo, CFP®|AAMS™ |
989 112th Ave NE #101, Bellevue, WA 98004 |
|
42548xxxx6 |
a.j*********@e**********.com |
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158 |
2 |
157 |
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| Fisher Investments |
10900 NE 8th St Ste 1325, Bellevue, WA 98004 |
|
42543xxxx1 |
aa@f****************.com |
2.5 |
2 |
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160457 |
639 |
157000 |
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| David Witthuhn - Financial Advisor, Ameriprise Financial Services, LLC |
929 108th Ave NE Unit 1200, Bellevue, WA 98004 |
|
42537xxxx8 |
dav***********@a***.com |
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| Legacy 29 Wealth Advisors - Ameriprise Financial Services, LLC |
929 108th Ave NE Unit 1200, Bellevue, WA 98004 |
|
42537xxxx9 |
dns*****@a***.com |
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| Private Wealth Management | U.S. Bank |
10800 NE 8th St Ste 500, Bellevue, WA 98004 |
|
20634xxxx9 |
aar************@u*****.com |
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345675 |
5090 |
348000 |
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| Merrill Lynch Financial Advisor Clark Small |
10400 NE 4th St Suite 2500, Bellevue, WA 98004 |
|
42546xxxx9 |
ann**************@m*.com |
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| David Huang - Financial Advisor, Ameriprise Financial Services, LLC |
929 108th Ave NE Unit 1200, Bellevue, WA 98004 |
|
42537xxxx4 |
con***********@a***.com |
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| Tschetter Group |
2155 112th Ave NE, Bellevue, WA 98004 |
|
42599xxxx0 |
ail**@t*************.com |
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212 |
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| Merrill Lynch Financial Advisor Hung H Tran |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx6 |
bri************@b***.com |
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| Edward Jones - Financial Advisor: Andrea N Michaels |
1606 148th Ave SE #100, Bellevue, WA 98007 |
|
42564xxxx9 |
a.j*********@e**********.com |
5 |
3 |
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86761 |
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98000 |
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| Merrill Lynch Financial Advisor Thoeum D. Thaiy |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx6 |
bri************@b***.com |
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| Lucia Capital Group - Seattle |
10500 NE 8th St #1930, Bellevue, WA 98004 |
|
80064xxxx0 |
afr******@l*******.com |
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622 |
21 |
690 |
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| Meridian Wealth Management |
11100 Main St, Bellevue, WA 98004 |
|
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a.l@m*************.com |
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91 |
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| TrueWealth Financial Partners |
915 118th Ave SE Suite 140, Bellevue, WA 98005 |
|
42561xxxx0 |
ant**********@t***********.com |
5 |
27 |
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| Hastings Skagen Wealth Management - UBS Financial Services Inc. |
225 108th Ave NE Suite 800, Bellevue, WA 98004 |
|
20644xxxx1 |
abc*******@u**.com |
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