Edward Jones - Financial Advisor: Mike De Stefano, CFP®|AAMS™ |
16150 NE 85th St #101, Redmond, WA 98052 |
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42588xxxx3 |
a.j*********@e**********.com |
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86773 |
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98000 |
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Wiegand Financial Group |
7900 SE 28th St 5th Floor, Mercer Island, WA 98040 |
|
20693xxxx0 |
and*@w***************.com |
5 |
3 |
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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 |
216 |
72000 |
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The Wealth Network |
11911 NE 1st St Suite 205, Bellevue, WA 98005 |
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42542xxxx8 |
bri****@w**************.com |
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Ty Spencer - RBC Wealth Management Financial Advisor |
3760 Carillon Point, Kirkland, WA 98033 |
|
42573xxxx2 |
wms**********@r**.com |
5.01 |
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12392 |
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14000 |
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Northwestern Mutual |
601 Union St #2500, Seattle, WA 98101 |
|
20662xxxx1 |
a.-***********@n*****************.com |
3.9 |
8 |
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107342 |
16225 |
108000 |
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Murray Wealth Management |
1301 2nd Ave #2650, Seattle, WA 98101 |
|
20625xxxx2 |
abc*****@h****************.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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Edward Jones - Financial Advisor: Tracy Crowley, AAMS™ |
8103 164th Ave NE, Redmond, WA 98052 |
|
42588xxxx4 |
a.j*********@e**********.com |
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128 |
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NorthStar Wealth Management LLC |
7525, 485 SE 24th St # 670, Mercer Island, WA 98040 |
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20661xxxx7 |
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THE AISTEAR WEALTH MANAGEMENT GROUP - Morgan Stanley |
601 Union St Suite 5200, Seattle, WA 98101 |
|
20634xxxx4 |
acm***********@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 |
ben***@s******************.com |
5 |
1 |
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33 |
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RBC Wealth Management Branch - Pacific Northwest |
1918 8th Ave Suite 3600, Seattle, WA 98101 |
|
20662xxxx0 |
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Edelman Financial Engines |
10900 NE 8th St UNIT 1414, Bellevue, WA 98004 |
|
83375xxxx3 |
aar**@e**********************.com |
5.04 |
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18802 |
20 |
20000 |
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Klevens Capital Management |
4040 Lake Washington Blvd NE suite 314, Kirkland, WA 98033 |
|
42545xxxx3 |
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5.01 |
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Merrill Edge |
2400 148th Ave NE, Redmond, WA 98052 |
|
42537xxxx4 |
che*********@m*.com |
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Badgley Phelps Wealth Managers |
U.S. Bank Centre, 1420 5th Ave, Seattle, WA 98101 |
|
20662xxxx2 |
and****@b******.com |
3.7 |
3 |
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240 |
5 |
253 |
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Clearstone Wealth Advisory of Raymond James |
3500 Carillon Point, Kirkland, WA 98033 |
|
42558xxxx8 |
aar************@r***********.com |
3.02 |
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17458 |
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18000 |
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Edward Jones - Financial Advisor: Suzy W Myers, CFP®|AAMS™|CRPC™ |
16141 Cleveland St Suite A, Redmond, WA 98052 |
|
42586xxxx7 |
a.j*********@e**********.com |
5 |
1 |
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86773 |
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98000 |
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Kevin Clouse - RBC Wealth Management Financial Advisor |
3760 Carillon Point, Kirkland, WA 98033 |
|
42573xxxx4 |
wms**********@r**.com |
5.01 |
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12392 |
|
14000 |
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North America Asset Management Group |
1550 140th Ave NE, Bellevue, WA 98005 |
|
42550xxxx4 |
con****@s*********.com |
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Sovereign Wealth Advisors |
601 108th Ave NE UNIT 1510, Bellevue, WA 98004 |
|
42528xxxx2 |
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2020 Financial Planning LLC |
Premier Business Center, 1700 7th Ave #2100, Seattle, WA 98101 |
|
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sta**@2***********************.com |
5 |
3 |
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77 |
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78 |
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COLLIER Sustainable Wealth Management |
1833 N 105th St, Seattle, WA 98133 |
|
20680xxxx0 |
joh*@c*********.com |
5 |
1 |
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Charles Schwab |
8862 161st Avenue Northeast Ste 106, Redmond, WA 98052 |
|
42555xxxx0 |
adv****************@s*****.com |
3.4 |
10 |
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Robinswood Financial |
3425 Carillon Point, Kirkland, WA 98033 |
|
42529xxxx1 |
bob@r*********.com |
5 |
1 |
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8 |
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U.S. Bank - Wealth Management Banker: Cameron Wolf |
17922 140th Ave NE, Woodinville, WA 98072 |
|
42542xxxx8 |
aar************@u*****.com |
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345707 |
5102 |
348000 |
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Alicia Luther Toms - RBC Wealth Management Financial Advisor |
3760 Carillon Point, Kirkland, WA 98033 |
|
61237xxxx4 |
wms**********@r**.com |
5.01 |
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12392 |
|
14000 |
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Fidelity Investments |
7425 166th Avenue NE, Suite C137, Redmond, WA 98052 |
|
88827xxxx2 |
a61****@f*******.com |
4.1 |
10 |
|
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327318 |
|
349000 |
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Compass Rose Wealth Advisory of Raymond James |
3500 Carillon Point, Kirkland, WA 98033 |
|
42558xxxx8 |
aar************@r***********.com |
5.01 |
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17458 |
|
18000 |
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Wyman Oliver |
COMMONWEALTH BUILDING, 14450 NE 29th Pl #117, Bellevue, WA 98007 |
|
42588xxxx8 |
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Parcion Private Wealth |
11980 NE 24th St #210, Bellevue, WA 98005 |
|
42527xxxx5 |
bla***********@p********.com |
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Wellness Capital Management |
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|
42549xxxx1 |
anu***@w**************.com |
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5 |
7 |
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162 |
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RBC Wealth Management Branch - Seattle |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx0 |
rbc*********@r**.com |
3.4 |
5 |
|
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12448 |
|
13016 |
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Seattle, WA Private Wealth Management - UBS Financial Services Inc. |
925 4th Ave 20th Floor, Seattle, WA 98104 |
|
80042xxxx1 |
bre***********@u**.com |
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Northwest Asset Management |
Rosauer Plaza, 2835 82nd Ave SE #100, Mercer Island, WA 98040 |
|
20683xxxx0 |
ald*******@n******.com |
5 |
1 |
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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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BBJS Financial Advisors, LLC |
1501 4th Ave #2880, Seattle, WA 98101 |
|
20668xxxx0 |
cos*****@b******.com |
5 |
1 |
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Owen Covey Wealth Management - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20668xxxx1 |
bre***********@u**.com |
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Cascade Wealth Strategies |
10500 NE 8th St Unit 1600, Bellevue, WA 98004 |
|
20672xxxx0 |
|
1 |
1 |
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Morgan Stanley Financial Advisors |
500 108th Ave NE Unit 1900, Bellevue, WA 98004 |
|
42545xxxx0 |
acc**********@m************.com |
5 |
1 |
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Hohimer Wealth Management |
600 University St #2401, Seattle, WA 98101 |
|
20670xxxx0 |
ape****@h**********************.com |
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Jerome D. Bosch - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx1 |
rbc*********@r**.com |
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Evergreen Financial Management: Tom McLaurin |
18915 142nd Ave NE #120, Woodinville, WA 98072 |
|
42590xxxx8 |
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Robin Tan - LPL Financial |
12021 NE 61st St, Kirkland, WA 98033 |
|
42573xxxx9 |
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Honcoop Doherty Wealth Managers |
3760 Carillon Point, Kirkland, WA 98033 |
|
42573xxxx5 |
wms**********@r**.com |
5.01 |
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|
12392 |
|
14000 |
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Mainspring Wealth Advisors |
11400 SE 8th St #260, Bellevue, WA 98004 |
|
42527xxxx9 |
ali***@m***********.com |
5.06 |
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Heather Reed - RBC Wealth Management Branch Director |
3760 Carillon Pt, Kirkland, WA 98033 |
|
54168xxxx1 |
mic***********@r**.com |
|
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98 |
|
98 |
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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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McMahan Asset Management |
14205 SE 36th St Suite 100, Bellevue, WA 98006 |
|
20644xxxx0 |
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Sound Wealth Management Group - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20662xxxx4 |
bre***********@u**.com |
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Balcom Investments |
2270 Carillon Point, Kirkland, WA 98033 |
|
42528xxxx0 |
cba****@b****************.com |
5 |
2 |
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Allegiance Wealth Management - Ameriprise Financial Services, LLC |
301 116th Ave SE #500, Bellevue, WA 98004 |
|
42545xxxx3 |
dns*****@a***.com |
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Waystone Advisors |
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|
42548xxxx5 |
inf*@w***************.com |
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GeoEngineers Inc |
17425 NE Union Hill Rd #250, Redmond, WA 98052 |
|
42586xxxx0 |
a3@g***********.com |
4.5 |
13 |
|
|
5 |
32 |
1292 |
38 |
1300 |
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U.S. Bank – Wealth Management Banker: Christina Terterov |
17020 Redmond Way, Redmond, WA 98052 |
|
42588xxxx2 |
aar************@u*****.com |
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345707 |
5102 |
348000 |
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Steven A. Burns - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx6 |
rbc*********@r**.com |
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Senior Financial Advisors Inc |
11911 NE 1st St # 312, Bellevue, WA 98005 |
|
42563xxxx0 |
d@s***.net |
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Michelle Sternick - TIAA Wealth Management Advisor |
617 Eastlake Ave E Suite 100, Seattle, WA 98109 |
|
86692xxxx1 |
acc******************@t***.org |
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90970 |
524 |
91000 |
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Fearless Wealth, INC |
24145 NE 122nd St, Redmond, WA 98053 |
|
65025xxxx7 |
hel**@f*************.com |
1 |
1 |
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Falco Sult & Co |
16150 NE 85th St, Redmond, WA 98052 |
|
42588xxxx1 |
ale*@f********.com |
3.7 |
7 |
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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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Singer Wealth Management, LLC |
1406 Harvard Ave, Seattle, WA 98122 |
|
20630xxxx4 |
bxx********@s*********************.com |
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5 |
9 |
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161 |
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Emerald Wealth Management |
601 Union St #2500, Seattle, WA 98101 |
|
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ann********@n*.com |
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69 |
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76 |
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EMB Management |
15301 NE 90th St #170, Redmond, WA 98052 |
|
42545xxxx0 |
bst******@e************.com |
3.4 |
104 |
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320132 |
|
319000 |
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Coldstream Wealth Management |
7900 SE 28th St #204, Mercer Island, WA 98040 |
|
20646xxxx0 |
ale*@c*********.com |
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206 |
37 |
236 |
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Edward Jones - Financial Advisor: Vernon J Applegate, CFP® |
13131 NE 85th St # 103, Kirkland, WA 98033 |
|
42588xxxx2 |
a.j*********@e**********.com |
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82143 |
|
92093 |
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The Retirement Solution |
18300 Redmond Way #250, Redmond, WA 98052 |
|
42555xxxx0 |
age***@t********************.com |
4.4 |
14 |
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168 |
|
217 |
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Cary Doerr - TIAA Wealth Management Advisor |
617 Eastlake Ave E Suite 100, Seattle, WA 98109 |
|
86692xxxx1 |
acc******************@t***.org |
|
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90985 |
518 |
91000 |
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Megan Lockhart - RBC Wealth Management Financial Advisor |
3760 Carillon Point, Kirkland, WA 98033 |
|
42580xxxx8 |
wms**********@r**.com |
5.01 |
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12392 |
|
14000 |
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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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Scott Wigren - Raymond James |
310 120th Ave NE Suite 102, Bellevue, WA 98005 |
|
42545xxxx8 |
|
5.05 |
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SJA Property Management |
16398 NE 85th St Suite 200, Redmond, WA 98052 |
|
42565xxxx0 |
adv*****@s************.com |
4.7 |
519 |
|
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385 |
5 |
419 |
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David Moskovitz - RBC Wealth Management Branch Director |
3760 Carillon Point, Kirkland, WA 98033 |
|
42580xxxx7 |
rbc*********@r**.com |
4.01 |
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12392 |
|
14000 |
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Columbia Strategic Wealth Advisors |
10900 NE 8th St, Bellevue, WA 98004 |
|
42564xxxx8 |
col********@c**********.com |
5.02 |
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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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FCS Group |
7525 166th Ave NE, Redmond, WA 98052 |
|
42586xxxx2 |
amy*@f*******.com |
|
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28 |
2 |
29 |
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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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Edward Jones - Financial Advisor: Justin Weinstein |
13200 Old Redmond Rd # 103, Redmond, WA 98052 |
|
42549xxxx1 |
a.j*********@e**********.com |
|
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86773 |
|
98000 |
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JG Wealth Management |
800 5th Ave, Seattle, WA 98104 |
|
80042xxxx3 |
ann@j****.com |
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1119 |
|
1100 |
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Timothy Headings - TIAA Wealth Management Advisor |
617 Eastlake Ave E Suite 100, Seattle, WA 98109 |
|
86692xxxx1 |
acc******************@t***.org |
|
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|
90970 |
524 |
91000 |
|
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RBC Wealth Management Branch - Kirkland |
3760 Carillon Point, Kirkland, WA 98033 |
|
42588xxxx6 |
wms**********@r**.com |
5 |
1 |
|
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12392 |
|
14000 |
|
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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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Merrill Lynch Wealth Management |
401 Union St, Seattle, WA 98101 |
|
20646xxxx0 |
ari*********@m*.com |
5 |
2 |
|
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The Schmiel Wealth Management Group |
3760 Carillon Point, Kirkland, WA 98033 |
|
42573xxxx4 |
wms**********@r**.com |
5.01 |
|
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|
12392 |
|
14000 |
|
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Mariner |
11225 SE 6th St Suite C-260, Bellevue, WA 98004 |
|
42548xxxx0 |
aar********@m********************.com |
5.06 |
|
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Thome Financial Management, LLC |
1420 156th Ave NE Suite G, Bellevue, WA 98007 |
|
20621xxxx1 |
ton*@t*************.com |
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Integrity Financial Corporation |
2821 Northup Way # 120, Bellevue, WA 98004 |
|
80079xxxx5 |
dcr***@i********.financial |
5 |
10 |
|
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|
Empirical Wealth Management |
1420 5th Ave #3150, Seattle, WA 98101 |
|
20692xxxx4 |
aba****@e********.net |
3 |
2 |
|
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2572 |
|
2500 |
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The Pacific Wealth Management Group - Morgan Stanley |
4000 Carillon Point Ste 600, Kirkland, WA 98033 |
|
42520xxxx3 |
|
3.02 |
|
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|
David Kenyon - RBC Wealth Management Financial Advisor |
3760 Carillon Point, Kirkland, WA 98033 |
|
42580xxxx9 |
rbc*********@r**.com |
5.01 |
|
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|
12392 |
|
14000 |
|
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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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|
Raymond James Financial Services |
Microsoft Campus, 15255 NE 40th St, Redmond, WA 98052 |
|
50335xxxx7 |
aar************@r***********.com |
|
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|
17458 |
|
18000 |
|
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|
Emerald Advisors, LLC |
3055 112th Ave NE Suite 206, Bellevue, WA 98004 |
|
42545xxxx3 |
inf*@e*********.com |
5.01 |
|
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Capitol Hill Wealth Management - Ameriprise Financial Services, LLC |
723 Broadway E Ste A, Seattle, WA 98102 |
|
20632xxxx7 |
car*******@a***.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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|
Chris Rogers - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx5 |
rbc*********@r**.com |
|
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|
Quinn & Associates - Ameriprise Financial Services, LLC |
7530 164th Ave NE Ste A116, Redmond, WA 98052 |
|
42555xxxx5 |
dns*****@a***.com |
|
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|
Atkinson Wealth Strategies |
11900 NE 1st St Suite 300, Bellevue, WA 98005 |
|
42574xxxx4 |
tyl***********@l**.com |
5 |
5 |
|
|
5 |
12 |
126 |
32 |
131 |
|
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|
Hallie Spies - TIAA Wealth Management Advisor |
617 Eastlake Ave E Suite 100, Seattle, WA 98109 |
|
86692xxxx1 |
acc******************@t***.org |
|
|
|
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|
90985 |
518 |
91000 |
|
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|
Heather Reed - RBC Wealth Management Branch Director |
401 Union St Suite 3600, Seattle, WA 98101 |
|
54168xxxx1 |
rbc*********@r**.com |
|
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|
Evergreen Financial Training Inc |
2330 130th Ave NE Building C Suite 103, Bellevue, WA 98005 |
|
42552xxxx0 |
|
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|
Baird Private Wealth Management |
777 108th Ave NE Unit 1600, Bellevue, WA 98004 |
|
87727xxxx4 |
agu**@r******.com |
3.02 |
|
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|
8143 |
939 |
8600 |
|
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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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|
EP Wealth Advisors |
4030 Lake Washington Blvd NE Suite 305, Kirkland, WA 98033 |
|
42523xxxx4 |
ab@e*******.com |
|
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Lake Washington Wealth Management Group |
|
|
20688xxxx7 |
jea*************@l*********************.com |
|
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|
William Bredice - RBC Wealth Management Financial Advisor |
3760 Carillon Point, Kirkland, WA 98033 |
|
42580xxxx5 |
rbc*********@r**.com |
5.01 |
|
|
|
|
|
12392 |
|
14000 |
|
|
|
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|
Capitol Hill Wealth Management - Ameriprise Private Wealth Advisory Practice |
723 Broadway E, Seattle, WA 98102 |
|
20632xxxx7 |
|
5 |
1 |
|
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|
Goldman Sachs & Co |
719 2nd Ave #1300, Seattle, WA 98104 |
|
20661xxxx0 |
ank********@g***********.com |
3 |
2 |
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263964 |
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306000 |
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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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Land Advisors Organization Washington |
8015 165th Ave NE, Redmond, WA 98052 |
|
42552xxxx5 |
abi****@l***********.com |
3 |
2 |
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Crossroads Financial Services |
1479 158th Pl NE, Bellevue, WA 98008 |
|
42594xxxx3 |
aar************@r***********.com |
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17458 |
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18000 |
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Addison Avenue Investment Services |
Microsoft Campus, 15255 NE 40th St, Redmond, WA 98052 |
|
42588xxxx8 |
aar************@r***********.com |
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17458 |
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18000 |
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Nevis Financial |
16150 NE 85th St #204, Redmond, WA 98052 |
|
42588xxxx9 |
amy@n*************.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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Neale Foody - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx0 |
rbc*********@r**.com |
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Riggs Wealth Management |
12116 NE 164th St, Bothell, WA 98011 |
|
42582xxxx0 |
kev**@r**********.com |
4.58 |
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AME Planning and Wealth Management - Ameriprise Financial Services, LLC |
915 118th Ave SE Ste 250, Bellevue, WA 98005 |
|
42569xxxx7 |
dns*****@a***.com |
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Ferguson Wellman Capital Management Co. |
500 108th Ave NE #950, Bellevue, WA 98004 |
|
42565xxxx1 |
inf*@f*******.com |
5.01 |
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Chris Rasmussen - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx6 |
wms**********@r**.com |
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14777 |
|
16000 |
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Vestory |
2821 Northup Way #150, Bellevue, WA 98004 |
|
80038xxxx4 |
|
4.2 |
6 |
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Edward Jones - Financial Advisor: Kevin T Kramer, CFP® |
14314 124th Ave NE, Kirkland, WA 98034 |
|
42582xxxx9 |
a.j*********@e**********.com |
5 |
2 |
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86773 |
|
98000 |
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Leverage Planners |
310 120th Ave NE suite a-205, Bellevue, WA 98005 |
|
42522xxxx0 |
|
4.9 |
29 |
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SLC Management |
15809 Bear Creek Pkwy #410, Redmond, WA 98052 |
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Rockefeller Capital Management |
10500 NE 8th St Suite 875, Bellevue, WA 98004 |
|
42540xxxx3 |
abc****@r*****.com |
4.08 |
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Edward Jones - Financial Advisor: Chiaki Hirate, CFP®|AAMS™|CRPC™ |
7293 West Lake Sammamish Pkwy NE, Redmond, WA 98052 |
|
42588xxxx8 |
a.j*********@e**********.com |
|
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86773 |
|
98000 |
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Edward Jones - Financial Advisor: Jennifer A Talbot, CFP® |
8103 164th Ave NE, Redmond, WA 98052 |
|
42589xxxx6 |
a.j*********@e**********.com |
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Wealth Management Associate - U.S. Bancorp Investments: Sean Lambrecht |
815 NE Northgate Way, Seattle, WA 98125 |
|
42563xxxx6 |
aar************@u*****.com |
|
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345437 |
5414 |
348000 |
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The Pacific Financial Group |
11811 NE 1st St suite 201, Bellevue, WA 98005 |
|
42545xxxx2 |
aar**@t***.com |
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Eagle Harbor Asset Management |
701 5th Ave #4200, Seattle, WA 98104 |
|
20622xxxx1 |
inc*@e******.com |
|
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587044 |
|
759000 |
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Duo Reges Capital Management LLC |
8201 164th Ave NE, Redmond, WA 98052 |
|
42527xxxx1 |
joh*@d*******.com |
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U.S. Bank – Wealth Management Banker: Indu Tursa |
132 Kirkland Ave, Kirkland, WA 98033 |
|
42563xxxx5 |
aar************@u*****.com |
4.423 |
|
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|
345707 |
5102 |
348000 |
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Butler Wealth Management |
7900 SE 28th St Suite 300, Mercer Island, WA 98040 |
|
20673xxxx0 |
joh*********@b*******.com |
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gatien strategic wealth management |
10400 NE 4th St, Bellevue, WA 98004 |
|
86633xxxx9 |
cga****@d****.com |
5.03 |
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Vuecrest Wealth Management - Ameriprise Financial Services, LLC |
10655 NE 4th St Ste 503, Bellevue, WA 98004 |
|
42546xxxx5 |
dns*****@a***.com |
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U.S. Bancorp Investments - Financial Advisors: Kirkland |
177 Central Way, Kirkland, WA 98033 |
|
42582xxxx6 |
aar************@u*****.com |
|
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345707 |
5102 |
348000 |
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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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Edward Jones |
17887 Redmond Way # 125, Redmond, WA 98052 |
|
42586xxxx0 |
a.j*********@e**********.com |
|
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86773 |
|
98000 |
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Personal Investment Management, Inc. |
22500 NE Marketplace Dr Ste 203, Redmond, WA 98053 |
|
42588xxxx0 |
ale***@p******.com |
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Gregg M Quinn - Private Wealth Advisor, Ameriprise Financial Services, LLC |
7530 164th Ave NE A116, Redmond, WA 98052 |
|
42555xxxx5 |
dns*****@a***.com |
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Bordeaux Wealth Advisors |
5110 Carillon Point, Kirkland, WA 98033 |
|
42597xxxx8 |
dxx***@b*********************.com |
5.02 |
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Ranch Creek Partners, LLC |
19020 NE 84th St, Redmond, WA 98053 |
|
20674xxxx6 |
inf*@r************.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 Ste 201, Kirkland, WA 98033 |
|
42544xxxx8 |
inf*@p************.com |
5 |
3 |
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Nelson Properties |
16508 NE 79th St, Redmond, WA 98052 |
|
42588xxxx1 |
|
1 |
3 |
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The Simon Wealth Management Group - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20662xxxx0 |
bre***********@u**.com |
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Fortis Financial Group |
3600 136th Pl SE #270, Bellevue, WA 98006 |
|
42545xxxx0 |
bas**@f*****.capital |
5 |
5 |
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Chaim Rosenbaum - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx2 |
rbc*********@r**.com |
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The Meydenbauer Wealth Management Group |
777 108th Ave NE, Bellevue, WA 98004 |
|
42564xxxx1 |
bsg***********@b*********.com |
4.724 |
|
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Andy Tadesse - TIAA Wealth Management Advisor |
617 Eastlake Ave E Suite 100, Seattle, WA 98109 |
|
86692xxxx1 |
acc******************@t***.org |
|
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|
90970 |
524 |
91000 |
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Family Wealth Management Group - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20628xxxx5 |
ale*******@u**.com |
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Rebecca Stephens - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20645xxxx6 |
rbc*********@r**.com |
|
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AGP Wealth Advisors - Ameriprise Financial Services, LLC |
2275 116th Ave NE STE 200, Bellevue, WA 98004 |
|
42546xxxx0 |
dns*****@a***.com |
5.01 |
|
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Scott Merriman - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx1 |
rbc*********@r**.com |
|
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Highland Private Wealth Management |
10900 NE 8th St Suite 1122, Bellevue, WA 98004 |
|
42573xxxx0 |
aus***@h**************.com |
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Wells Fargo Advisors |
8502 160th Ave NE, Redmond, WA 98052 |
|
42588xxxx1 |
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Crosby Wealth Advisors - Ameriprise Financial Services, LLC |
4055 Lake Washington Blvd NE #200, Kirkland, WA 98033 |
|
42586xxxx0 |
dns*****@a***.com |
5.01 |
|
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Financial Advocates Wealth Management |
445 154th Ave SE, Bellevue, WA 98007 |
|
42541xxxx5 |
ros*********@l**.com |
|
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Elite Wealth Management |
1014 Market St, Kirkland, WA 98033 |
|
42582xxxx0 |
ang*******@e******.com |
5 |
7 |
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Jeffrey Michael Crosby - Private Wealth Advisor, Ameriprise Financial Services, LLC |
4055 Lake Washington Blvd NE #200, Kirkland, WA 98033 |
|
42586xxxx0 |
dns*****@a***.com |
5 |
1 |
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Snider Financial Group |
12505 Bel Red Rd, Bellevue, Wa 98005 |
|
42545xxxx0 |
hea****@s*******************.com |
5 |
3 |
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America's Home Caretakers Property Management |
2731 152nd Ave NE, Redmond, WA 98052 |
|
42540xxxx0 |
dan*****@a**************.com |
4.7 |
12 |
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Stone 8 Wealth Management |
12011 Bel-Red Rd suite 200, Bellevue, WA 98005 |
|
20686xxxx8 |
adm******@l**.com |
5 |
7 |
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76 |
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78 |
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Coldstream Wealth Management |
1 100th Ave NE Ste 102, Bellevue, WA 98004 |
|
42528xxxx0 |
aar**@c*********.com |
3.7 |
3 |
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209 |
37 |
240 |
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Sound Planning Group |
11411 NE 124th St #255, Kirkland, WA 98034 |
|
42582xxxx2 |
adm**@m****.com |
5 |
91 |
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Vertical Ascent Wealth Management |
600 Stewart St Ste 400, Seattle, WA 98101 |
|
20692xxxx6 |
inf*@v*********.com |
|
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5 |
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6 |
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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 |
1201 |
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 |
dns*****@a***.com |
5.02 |
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Modestspark |
7635 159th Place NE, Suite C Redmond, Washington 98052, 7635 159th Pl NE c, Redmond, WA 98052 |
|
20685xxxx7 |
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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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Heritage Wealth Advisors - Ameriprise Financial Services, LLC |
2630 77th Ave SE #110, Mercer Island, WA 98040 |
|
42570xxxx5 |
ale********@a***.com |
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375 |
39 |
423 |
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Private Advisory Group |
16880 NE 79th St, Redmond, WA 98052 |
|
42549xxxx0 |
ali@p**************.com |
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3 |
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E. Brooke Hawley - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx2 |
rbc*********@r**.com |
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Laird Norton Wetherby |
801 2nd Ave Suite 1600, Seattle, WA 98104 |
|
20646xxxx0 |
e@l**********.com |
4.8 |
4 |
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The Owen Meucci Wealth Management Group - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20628xxxx2 |
bre***********@u**.com |
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Private Wealth Management | U.S. Bank |
132 Kirkland Ave, Kirkland, WA 98033 |
|
42558xxxx8 |
aar************@u*****.com |
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345707 |
5102 |
348000 |
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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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48 |
2 |
49 |
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Schmidt Financial Management, Inc. |
100 State St, Kirkland, WA 98033 |
|
42589xxxx5 |
|
5.01 |
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Mitchell Smith - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx5 |
rbc*********@r**.com |
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Bessemer Trust Private Wealth Management Seattle WA |
601 Union St Suite 4500, Seattle, WA 98101 |
|
20692xxxx0 |
glo*****@b*******.com |
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Sean Collins - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx7 |
rbc*********@r**.com |
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Wealth Management Associate - U.S. Bancorp Investments: Megan Norman |
17020 Redmond Way, Redmond, WA 98052 |
|
42555xxxx2 |
aar************@u*****.com |
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345707 |
5102 |
348000 |
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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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tucker wealth management |
10400 NE 4th St, Bellevue, WA 98004 |
|
42546xxxx0 |
joh******@t************.com |
5.03 |
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EP Wealth Advisors |
1301 5th Ave #1350, Seattle, WA 98101 |
|
20658xxxx0 |
ab@e*******.com |
|
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1123 |
33 |
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EQ Wealth Management |
2835 82nd Ave SE suite 300-a, Mercer Island, WA 98040 |
|
42543xxxx0 |
e@e****.com |
|
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9 |
2 |
10 |
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Olympic Wealth Management |
19125 N Creek Pkwy #120, Bothell, WA 98011 |
|
42528xxxx5 |
con***@o********.com |
5 |
1 |
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Mark Rippeteau - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx2 |
rbc*********@r**.com |
|
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11578 |
|
12906 |
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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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Blue Trust | Seattle Financial Advisors |
19820 N Creek Pkwy #102, Bothell, WA 98011 |
|
42548xxxx0 |
aar********@b********.com |
5 |
2 |
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144 |
8 |
214 |
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Brandon Honcoop - RBC Wealth Management Financial Advisor |
3760 Carillon Point, Kirkland, WA 98033 |
|
42573xxxx2 |
wms**********@r**.com |
5.01 |
|
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12392 |
|
14000 |
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Silver Creek |
1301 5th Ave #4000, Seattle, WA 98101 |
|
20677xxxx0 |
ale*@s*****************.com |
2.3 |
3 |
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Voya Financial Advisors |
10655 NE 4th St Ste 300, Bellevue, WA 98004 |
|
42542xxxx1 |
|
2 |
7 |
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Jann Crosta - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx2 |
rbc*********@r**.com |
|
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11578 |
|
12906 |
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Addison Avenue Investment Services |
2700 156th Ave NE Ste 100/225, Bellevue, WA 98007 |
|
42595xxxx7 |
aar************@r***********.com |
|
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17458 |
|
18000 |
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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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Zetlmaier Wealth Management |
1420 5th Ave #2200, Seattle, WA 98101 |
|
20667xxxx1 |
|
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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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Morgan Stanley Financial Advisors |
4000 Carillon Point Ste 600, Kirkland, WA 98033 |
|
42545xxxx0 |
int**********@m************.com |
3 |
2 |
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Matt Gouras - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx4 |
rbc*********@r**.com |
|
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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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Simon Mandi Wealth Management Group - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20662xxxx0 |
abc*******@u**.com |
|
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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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Seattle Wealth Management, LLC! |
8301 5th Ave NE, Seattle, WA 98115 |
|
20695xxxx5 |
eri*@s********.com |
|
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Kip McKenzie - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx4 |
rbc*********@r**.com |
|
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Kairos Capital Management |
365 118th Ave SE, Bellevue, WA 98005 |
|
42544xxxx5 |
inf*@k*******.com |
4.08 |
|
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Sheri Redford - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx8 |
rbc*********@r**.com |
|
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Evergreen Wealth Management, LLC |
1700 7th Ave #2100, Seattle, WA 98101 |
|
20635xxxx8 |
ala*@e************.com |
|
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132 |
|
137 |
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Mary Ann Heeren - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx0 |
rbc*********@r**.com |
|
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|
14777 |
|
16000 |
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Fearless Wealth, LLC |
24145 NE 122nd St, Redmond, WA 98053 |
|
65025xxxx7 |
hel**@f*************.com |
|
19 |
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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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|
132809 |
|
134000 |
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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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Cascade Guided Wealth |
626 120th Ave NE Suite B102, Bellevue, WA 98005 |
|
42545xxxx3 |
lau***@c********.com |
5 |
2 |
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SMARTCAP, Inc |
8201 164th Ave NE #105, Redmond, WA 98052 |
|
42589xxxx1 |
bxx*****@s************.com |
2.3 |
3 |
|
|
5 |
6 |
188 |
|
193 |
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Joslin Capital Advisors, LLC |
11431 Willows Rd NE Suite 120, Redmond, WA 98052 |
|
42568xxxx5 |
cha******@j************.com |
|
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|
Shane Flock - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx4 |
rbc*********@r**.com |
|
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|
Greene Wealth Management LLC |
1301 5th Ave, Seattle, WA 98101 |
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20662xxxx0 |
chr***@g***************.com |
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Ken Carter - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
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20662xxxx9 |
rbc*********@r**.com |
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Washington Capital Management, Inc. |
Park Place Building, 1200 6th Ave #700, Seattle, WA 98101 |
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20638xxxx5 |
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5 |
1 |
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Lewis Race - Associate Financial Advisor, Ameriprise Financial Services, LLC |
7530 164th Ave NE A116, Redmond, WA 98052 |
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42555xxxx5 |
dns*****@a***.com |
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Touchstone Wealth Management Group - Morgan Stanley |
4000 Carillon Point Ste 600, Kirkland, WA 98033 |
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42520xxxx2 |
int**********@m************.com |
3.02 |
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Mitch Brewe - RBC Wealth Management Financial Advisor |
3760 Carillon Point, Kirkland, WA 98033 |
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42573xxxx7 |
wms**********@r**.com |
5.01 |
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12392 |
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14000 |
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TrueWealth Financial Partners |
915 118th Ave SE Suite 140, Bellevue, WA 98005 |
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42561xxxx0 |
ant**********@t***********.com |
5 |
24 |
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Bond Financial, PLLC |
155 NE 100th St #301, Seattle, WA 98125 |
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20683xxxx0 |
jay@b************.biz |
5 |
2 |
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