| Stanton Financial Management |
400 Green St, Philadelphia, PA 19123 |
|
26776xxxx1 |
com*******@t****.treas |
4.4 |
9 |
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5 |
41 |
515 |
182 |
541 |
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| Jane Morgan - UBS Financial Services Inc. |
1735 Market Street Mellon Bank Center, Philadelphia, PA 19103 |
|
21549xxxx1 |
ade*********@u**.com |
5 |
1 |
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| Frank Esposto - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21596xxxx1 |
acm***********@m************.com |
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| Lincoln Investment Planning |
Philadelphia, PA 19103 |
|
21554xxxx6 |
aam****@l****************.com |
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3067 |
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3200 |
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| Merrill Lynch Financial Advisor Michael G Hacker |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx2 |
ale*********@m*.com |
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| GDI Private Wealth Advisors |
1814 NJ-70 Suite 350, Cherry Hill, NJ 08003 |
|
85628xxxx4 |
inf*@g********.com |
5 |
7 |
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| Forbes Family Trust/LGL Partners |
Liberty Place, 50 S 16th St 34th Floor Suite 3440, Philadelphia, PA 19102 |
|
61054xxxx0 |
ak@l**********.com |
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| Ventura Wealth Management |
820 Township Line Rd Suite 100, Yardley, PA 19067 |
|
86689xxxx8 |
adh****@v************.com |
4.7 |
3 |
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4.8 |
20 |
277 |
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282 |
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| Parenti Wealth Management |
2500 S 12th St, Philadelphia, PA 19148 |
|
21533xxxx1 |
joh******@p**********************.com |
3 |
2 |
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| Jordan Bastien - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx3 |
wms**********@r**.com |
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14777 |
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16000 |
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| Alex.Brown, A Division of Raymond James |
1735 Market St 24th Floor, Philadelphia, PA 19103 |
|
21256xxxx0 |
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| Macquarie Asset Management |
610 Market St, Philadelphia, PA 19106 |
|
21525xxxx0 |
isd*************@m********.com |
5 |
5 |
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| Merrill Lynch Financial Advisor Reginald W Johnson |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx8 |
ale*********@m*.com |
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| Carnegie Investment Counsel |
1845 Walnut St Suite 1974, Philadelphia, PA 19103 |
|
21573xxxx9 |
ang*****@c*************.com |
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1586 |
13 |
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| Evan Potash - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
aid**********@t***.org |
5 |
1 |
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90958 |
525 |
91000 |
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| Eric Peterson - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx9 |
rbc*********@r**.com |
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14777 |
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16000 |
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| Joshua Walters - TIAA Wealth Management Advisor |
3737 Chestnut St STE 300, Philadelphia, PA 19104 |
|
80046xxxx8 |
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| Healthcare Management Partners |
1515 Market St Suite 1200, Philadelphia, PA 19102 |
|
21585xxxx6 |
ajo****@h******.com |
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| Kevin Shamy - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
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90958 |
525 |
91000 |
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| Brian Bernhardt - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx1 |
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| Pnc Wealth Management |
1600 Market St, Philadelphia, Pa 19103 |
|
84474xxxx4 |
aar******@p**.com |
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| Roffman Miller Associates Inc |
1835 Market St # 500, Philadelphia, PA 19103 |
|
21598xxxx0 |
bob@r************.com |
5 |
2 |
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| Mondrian Investment Partners |
2001 SEPTA Market-Frankford Line # 3810, Philadelphia, PA 19103 |
|
21582xxxx0 |
aid************@m*******.com |
4.5 |
2 |
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| Serviam Financial |
1818 Market St Suite 3400, Philadelphia, PA 19103 |
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ade********@n*.com |
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| Bradford D. Bolletino - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx9 |
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| Lee J. Mcmanus, III - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx0 |
wms**********@r**.com |
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12403 |
|
12881 |
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| Norah Evans - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
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90958 |
525 |
91000 |
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| David Ambartsumian - Morgan Stanley Financial Advisor |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx5 |
acm***********@m************.com |
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| Metanoia Financial |
2400 Market St #200, Philadelphia, PA 19103 |
|
26736xxxx7 |
abi****@m****************.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Margaret M Quinn |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx8 |
ale*********@m*.com |
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| Wealth Financial Services |
7708 City Ave #209, Philadelphia, PA 19151 |
|
26783xxxx0 |
jan***@s**********.business |
5 |
9 |
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| The Swarthmore Group, Inc. |
1650 Arch St, Philadelphia, PA 19103 |
|
21555xxxx0 |
abe****@s**************.com |
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| Janney Montgomery Scott LLC |
Three Logan Square, 1717 Arch St, Philadelphia, PA 19103 |
|
21566xxxx0 |
aal******@j*****.com |
3.5 |
2 |
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1620 |
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| Merrill Lynch Private Wealth Advisor Matthew G Rafferty |
Four Penn Center, 1600 John F Kennedy Blvd 7th Floor, Philadelphia, PA 19103 |
|
61068xxxx8 |
ban********************@m*.com |
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| RetireUS |
2301 Cherry St UNIT C1, Philadelphia, PA 19103 |
|
21599xxxx6 |
inf*@r*****.us |
5 |
19 |
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| Wissahickon Wealth Management |
2929 Arch St, Philadelphia, PA 19104 |
|
21594xxxx9 |
use*@d*****.com |
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| Schuylkill Capital Management |
1631 Locust St # 4, Philadelphia, PA 19103 |
|
21573xxxx9 |
adm**@s************.com |
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| Bernstein Private Wealth Management |
BNY Mellon Center, 1735 Market St #3800, Philadelphia, PA 19103 |
|
21543xxxx0 |
aak********@b********.com |
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|
6895 |
238 |
7024 |
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| Bernstein Private Wealth Management Philadelphia |
Bny Mellon Center 1735 Market St Ste 3800, Philadelphia, Pa 19103 |
|
21543xxxx0 |
aak********@b********.com |
|
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6832 |
246 |
6900 |
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| Jessica Manard - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
aid**********@t***.org |
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|
90958 |
525 |
91000 |
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| Northwestern Mutual: Jenny Meassick |
1818 Market St Suite 3400, Philadelphia, PA 19103 |
|
26750xxxx7 |
ade********@n*.com |
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| RBC Wealth Management Branch - Philadelphia |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx0 |
wms**********@r**.com |
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|
11556 |
|
12881 |
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| Godwin Gounaris Woolbert Investment Group |
30 S 17th St #2000, Philadelphia, PA 19103 |
|
21549xxxx5 |
e.h******@w*****************.com |
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| Charles Schwab |
1650 Market St Ste 102, Philadelphia, PA 19103 |
|
21524xxxx6 |
ian***********@s*****.com |
4.1 |
11 |
|
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|
646273 |
189 |
659000 |
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| PFM Swap Advisors LLC |
1735 Market St 43rd fl, Philadelphia, PA 19103 |
|
21556xxxx0 |
all****@p**.com |
3.6 |
5 |
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| 1717 Wealth Advisors of Janney Montgomery Scott LLC |
1717 Arch St 21st floor, Philadelphia, PA 19103 |
|
21566xxxx3 |
adi******@j*****.com |
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| Professional Planning Associates |
400 Market St ste 360, Philadelphia, PA 19106 |
|
21587xxxx6 |
and********@p**********.org |
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260 |
2 |
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| Joy Massimi - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
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|
90958 |
525 |
91000 |
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| Barrister |
1515 Market St Suite 1050, Philadelphia, PA 19102 |
|
80046xxxx0 |
bar******@b********.net |
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5 |
10 |
492 |
|
931 |
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| Edward McDevitt - UBS Financial Services Inc. |
Mellon Bank Center, 1735 Market St, Philadelphia, PA 19103 |
|
21549xxxx8 |
abc*******@u**.com |
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| Auctus Wealth Management |
1500 Market St Ste 12, Philadelphia, PA 19102 |
|
21585xxxx0 |
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| Clark Capital Management Group |
1650 Market St Fl 53, Philadelphia, PA 19103 |
|
80076xxxx4 |
aar***@c***.com |
5 |
1 |
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|
185 |
25 |
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| JRV Wealth Management Group, LLC |
1515 Market St Suite 1200, Philadelphia, PA 19102 |
|
21585xxxx8 |
jam**@j********.com |
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| The Massaux Group - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21596xxxx3 |
acm***********@m************.com |
|
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| Terry Jue, CFP , CRPC , RFC - Ameriprise Financial Services, Inc. |
100 N 18th St Suite 750, Philadelphia, PA 19103 |
|
21578xxxx1 |
reg*******@a***.com |
|
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| Robert Ferreira - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
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|
90958 |
525 |
91000 |
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| Max Eisenberg - RBC Wealth Management Financial Advisor |
DeCaro Eisenberg Group, 130 N 18th St 17th floor, Philadelphia, PA 19103 |
|
21555xxxx1 |
dec*****************@r**.com |
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| Bartler Wealth Management |
2 International Plaza Dr #302, Philadelphia, PA 19113 |
|
21566xxxx8 |
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5 |
1 |
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| HBKS Wealth Advisors |
101 W Elm St, Conshohocken, PA 19428 |
|
21573xxxx0 |
all*******@h*********.com |
5 |
1 |
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288 |
45 |
309 |
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| Merrill Lynch Financial Advisor Ronald Huang |
1600 John F Kennedy Blvd Four Penn Center, 7th Floor, Philadelphia, PA 19103 |
|
21558xxxx4 |
ale*********@m*.com |
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| Glenmede Investment Management |
1650 Market St #1200, Philadelphia, PA 19103 |
|
21541xxxx2 |
amy*******@g*******.com |
5 |
1 |
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| Roy DeCaro - RBC Wealth Management Financial Advisor |
DeCaro Eisenberg Group, 130 N 18th St 17th floor, Philadelphia, PA 19103 |
|
21555xxxx0 |
dec*****************@r**.com |
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| PNC Private Bank |
1600 Market St, Philadelphia, PA 19103 |
|
61025xxxx7 |
aar******@p**.com |
1 |
1 |
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351777 |
9141 |
354000 |
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| Wealth Financial Services |
1515 Market St #705, Philadelphia, PA 19102 |
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86661xxxx7 |
nro****@b*****.com |
5 |
1 |
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| Michael Haas |
1835 Market St, Philadelphia, PA 19103 |
|
21525xxxx5 |
abc***@c***********.com |
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180048 |
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176142 |
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| Merrill Lynch Financial Advisor Lance A Goldstein |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx4 |
ale*********@m*.com |
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| Fortune Management Philadelphia |
1650 Market St suite 3600, Philadelphia, PA 19103 |
|
61069xxxx4 |
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5 |
96 |
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| Auctus Wealth Management |
1706 Delancey Pl, Philadelphia, PA 19103 |
|
80065xxxx2 |
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| Auctus Wealth Management |
1650 Market St UNIT 3605, Philadelphia, PA 19103 |
|
80065xxxx2 |
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| Sean Gold - Financial Advisor, Ameriprise Financial Services, LLC |
100 N 18th St Suite 750, Philadelphia, PA 19103 |
|
21578xxxx2 |
ani*********@a***.com |
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| Blake P. Epstein - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx5 |
the********************@r**.com |
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12403 |
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12719 |
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| Merrill Lynch Financial Advisor Jontue D Long |
Four Penn Center, 1600 John F Kennedy Blvd, Philadelphia, PA 19103 |
|
21558xxxx3 |
ale*********@m*.com |
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| Liberty One Wealth Advisors |
2001 Market St #2500, Philadelphia, PA 19103 |
|
21560xxxx6 |
gdi********@l***************.com |
5 |
26 |
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| McLaughlin Travis Nguyen PWM - UBS Financial Services Inc. |
1735 Market Street Mellon Bank Center, Philadelphia, PA 19103 |
|
21549xxxx9 |
ber*******@u**.com |
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| Barry Ford - TD Wealth Relationship Manager |
1726 Walnut St, Philadelphia, PA 19103 |
|
21543xxxx7 |
ale***@t*.com |
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843348 |
7456 |
849000 |
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| Max Eisenberg - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx1 |
dec*****************@r**.com |
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| Sean McFadden - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx3 |
joh*******@c*.rbcwealthmanagement |
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14777 |
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16000 |
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| M C Wealth Management, LLC |
325 Chestnut St #510, Philadelphia, PA 19106 |
|
21592xxxx1 |
jlw@m*************.com |
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| Merrill Lynch Wealth Management |
2 Bala Plaza, Bala Cynwyd, PA 19004 |
|
61066xxxx0 |
ale*********@m*.com |
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| Concentus Wealth Advisors |
3803 West Chester Pike Ste 225, Newtown Square, PA 19073 |
|
61099xxxx0 |
eri*******@c********.com |
5 |
2 |
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| CenturyPlus Wealth Management Group - UBS Financial Services Inc. |
1735 Market St 44th floor, Philadelphia, PA 19103 |
|
80081xxxx8 |
abc*******@u**.com |
5 |
1 |
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| MOR Wealth Management |
1801 Market St, Philadelphia, PA 19103 |
|
26793xxxx0 |
amy***************@m****.com |
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78 |
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81 |
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| Edward Jones - Financial Advisor: Christopher C Kemezis |
8617 Germantown Ave Ste B, Philadelphia, PA 19118 |
|
21575xxxx4 |
a.j*********@e**********.com |
4 |
4 |
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87287 |
|
99000 |
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| Voya Financial Advisors |
1800 John F Kennedy Blvd #300, Philadelphia, PA 19103 |
|
21539xxxx9 |
jus**********@c***********.com |
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| Brandon Heaven - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc**********@t***.org |
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90958 |
525 |
91000 |
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| The Philadelphia Legacy Team - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx1 |
acm***********@m************.com |
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| Merrill Lynch Wealth Management |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx0 |
ale*********@m*.com |
5 |
1 |
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| Capital Wealth & Tax Management LLC |
130 Buck Rd 201 B, Holland, PA 18966 |
|
21535xxxx0 |
dle***@a*****************.com |
5 |
6 |
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| Rbc Wealth Management |
1818 Market St Ste 1700, Philadelphia, Pa 19103 |
|
21575xxxx0 |
rbc*********@r**.com |
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| DeCesare Retirement Specialists |
1515 Market St Suite 1200, Philadelphia, PA 19102 |
|
85623xxxx0 |
inf*@d*****************.com |
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| Christy H. Neill, CFP, Ameriprise Financial Services. |
254 E Girard Ave Suite 1, Philadelphia, PA 19125 |
|
21598xxxx0 |
all*************@a***.com |
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457 |
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479 |
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| Rassler Financial |
230 S Broad St 17th floor, Philadelphia, PA 19102 |
|
21554xxxx6 |
nic******@s*******.com |
5 |
9 |
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| Wescott Financial Advisory Group LLC |
30 S 17th St 4th Floor, Philadelphia, PA 19103 |
|
21597xxxx0 |
abe****@w******.com |
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144 |
2 |
167 |
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| H&Y Premier Financial |
149 N 10th St, Philadelphia, PA 19107 |
|
21566xxxx3 |
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| Wealth Financial Services |
309 Florence Ave, Jenkintown, PA 19046 |
|
86661xxxx7 |
nro****@b*****.com |
5 |
255 |
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| Four Corners Capital Management |
2005 Market St, Philadelphia, PA 19103 |
|
21525xxxx0 |
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| Liberty Wealth Management Group - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx2 |
acm***********@m************.com |
5 |
1 |
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| DSG Wealth Management |
1425 Locust St Unit 4E, Philadelphia, PA 19102 |
|
21560xxxx1 |
dav**@d******************.com |
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5 |
13 |
149 |
5 |
151 |
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| McAdam Financial |
1880 John F Kennedy Blvd #1600, Philadelphia, PA 19103 |
|
21539xxxx0 |
aar**@m*******.com |
4.8 |
67 |
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252 |
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| Appalonia Tankersley - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx2 |
joh*******@c*.rbcwealthmanagement |
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|
14777 |
|
16000 |
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| Tristate Financial Advisors |
100 S Broad St Suite 1801, Philadelphia, PA 19110 |
|
21566xxxx2 |
inf*@f********.com |
4.9 |
40 |
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|
388 |
27 |
438 |
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| Prudent Management Associates |
2001 Market St UNIT 3910, Philadelphia, PA 19103 |
|
21599xxxx2 |
bro*******@p****************.com |
1 |
1 |
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| Kevin Shamy - TIAA Wealth Management Advisor |
1835 Market St Ste 1600, Philadelphia, PA |
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|
acc**********@t***.org |
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|
90969 |
524 |
91000 |
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| MOR Wealth Management |
1801 Market St Ste 2435, Philadelphia, PA 19103 |
|
26793xxxx0 |
amy********@m****.com |
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| James D. Travis Jr., CEPA, CFP - UBS Financial Services Inc. |
1735 Market Street Mellon Bank Center, Philadelphia, PA 19103 |
|
21549xxxx2 |
abc*******@u**.com |
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| Brett Koliani - Private Client Wealth Management - Mcadam Financially Advanced |
1880 John F Kennedy Blvd #1600, Philadelphia, PA 19103 |
|
21539xxxx3 |
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| The Catanella Institutional Consulting Team - UBS Financial Services Inc. |
Mellon Bank Center, 1735 Market St, Philadelphia, PA 19103 |
|
21597xxxx6 |
abc*******@u**.com |
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| Edelman Wealth Management Group |
Heston Hall, 1790 Langhorne Yardley Rd Suite 202, Yardley, PA 19067 |
|
21557xxxx1 |
cin**@e**********************.com |
5 |
3 |
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|
950 |
466 |
966 |
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| HSS Partners - UBS Financial Services Inc. |
1735 Market Street Mellon Bank Center, Philadelphia, PA 19103 |
|
85698xxxx2 |
ale*******@u**.com |
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| Levy Wealth Management Group LLC |
1818 Market St #3232, Philadelphia, PA 19103 |
|
21587xxxx0 |
|
5 |
1 |
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| Morgan Stanley Financial Advisors |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx0 |
acm***********@m************.com |
5 |
1 |
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| MOR Wealth Management: Ramer Matthew |
1801 Market St, Philadelphia, PA 19103 |
|
26793xxxx0 |
amy***************@m****.com |
|
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|
81 |
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| Morgan Stanley Wealth Management |
1650 Market St Fl 42, Philadelphia, PA 19103 |
|
21585xxxx2 |
acc**********@m************.com |
5 |
1 |
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| Angelo Pinti - Tiaa Wealth Management Advisor |
1835 Market St, Philadelphia, Pa 19103 |
|
80084xxxx0 |
acc**********@t***.org |
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| Brett Hina, CRPS, CIMA, CPWA - UBS Financial Services Inc. |
Mellon Bank Center, 1735 Market St, Philadelphia, PA 19103 |
|
60967xxxx3 |
bre***********@u**.com |
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| Tyler Ward - Retirement planning and Wealth management |
1880 John F Kennedy Blvd #1600, Philadelphia, PA 19103 |
|
21539xxxx8 |
aar**@m*******.com |
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| The Boland Investment Group |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx2 |
rbc*********@r**.com |
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14777 |
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16000 |
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| Minh Lu - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
aid**********@t***.org |
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90958 |
525 |
91000 |
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| Merrill Lynch Financial Advisor Emily Saari Hepburn |
Four Penn Center, 1600 John F Kennedy Blvd 7th Floor, Philadelphia, PA 19103 |
|
21558xxxx7 |
ale*********@m*.com |
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| Glenmede Trust Co. |
1650 Market St #1200, Philadelphia, PA 19103 |
|
80096xxxx0 |
a.b****@g*******.com |
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| TIAA Financial Services |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
3 |
2 |
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90958 |
525 |
91000 |
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| Oppenheimer & Co. Inc. |
1818 Market St Suite #2700, Philadelphia, PA 19103 |
|
21565xxxx2 |
aal****@o**********.com |
1 |
1 |
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4.5 |
22 |
631 |
165 |
730 |
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| Abacus Wealth Partners |
1760 Market St suite 403, Philadelphia, PA 19103 |
|
88842xxxx7 |
aca****@a***********.com |
3 |
2 |
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895 |
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934 |
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| Traynor Capital Management |
418 E King St, Malvern, PA 19355 |
|
61099xxxx0 |
dat*****************@i****.de |
4.2 |
15 |
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| Regional Investment Advisors, LLC |
325 Chestnut St Unit 800, Philadelphia, PA 19106 |
|
26763xxxx8 |
inf*@r*************************.com |
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| Matthew Steiner - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc**********@t***.org |
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90958 |
525 |
91000 |
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| Jim Cannon - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx3 |
wms**********@r**.com |
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11556 |
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12881 |
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| Brighton Jones |
100 N 18th St #300, Philadelphia, PA 19103 |
|
26736xxxx5 |
acc*******@b************.com |
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618 |
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702 |
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| Merrill Lynch Financial Advisor Bill Burrough |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx4 |
ale*********@m*.com |
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| Aida Gonzalez - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
adv**************@t***.org |
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90958 |
525 |
91000 |
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| Versa Capital / VCM Fund Advisors, LLC |
Ten Penn Center, 1801 Market St Suite 2525, Philadelphia, PA 19103 |
|
21560xxxx0 |
ahe*****@v****.com |
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| MidMarket Capital Advisors LLC |
1629 Locust St, Philadelphia, PA 19103 |
|
21587xxxx1 |
fba***@m*********.com |
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| IM Wealth Partners |
3 Valley Square #110, Blue Bell, PA 19422 |
|
61065xxxx8 |
ale*@i***************.com |
3.5 |
6 |
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238 |
9 |
254 |
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| Dakota Wealth Management |
1777 Sentry Pkwy W # 102, Blue Bell, PA 19422 |
|
48457xxxx0 |
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4 |
3 |
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| Simonetti Small Group - Morgan Stanley Private Wealth Advisors |
1650 Market St Ste 42, Philadelphia, PA 19103 |
|
21585xxxx9 |
acc**********@m************.com |
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| Raymond James & Associates |
130 N 18th St UNIT 1300, Philadelphia, PA 19103 |
|
21564xxxx0 |
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| Raymond James Financial Services |
1845 Walnut St # 2380, Philadelphia, PA 19103 |
|
21583xxxx3 |
aar************@r***********.com |
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17474 |
|
18000 |
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| Christopher R. VanDusen - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
44594xxxx9 |
rbc*********@r**.com |
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| Northern Trust |
2400 Market St Suite 239, Philadelphia, PA 19103 |
|
44530xxxx0 |
jan***@n************.com |
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| Monument Advisory Group - Ameriprise Financial Services, LLC |
100 N 18th St Suite 750, Philadelphia, PA 19103 |
|
21584xxxx8 |
ani*********@a***.com |
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| The Valente Investment Group |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx0 |
wms**********@r**.com |
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12409 |
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| Merrill Lynch Financial Advisor Hugh "Hooman" Mergan |
1600 John F Kennedy Blvd Four Penn Center, 7th Floor, Philadelphia, PA 19103 |
|
21558xxxx9 |
ale*********@m*.com |
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| Gilbert Crews - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
ama******@t***.org |
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|
90958 |
525 |
91000 |
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| LongBernsteinGunderson Wealth Management - UBS Financial Services Inc. |
Mellon Bank Center, 1735 Market St, Philadelphia, PA 19103 |
|
21597xxxx2 |
abc*******@u**.com |
5 |
1 |
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| Merrill Lynch Financial Advisor David M Ebner |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx2 |
ale*********@m*.com |
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| Penn Capital Management |
1200 Intrepid Ave #400, Philadelphia, PA 19112 |
|
21530xxxx0 |
asc*****@p**********.com |
3.3 |
7 |
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| Logan Circle Partners |
1717 Arch St #15, Philadelphia, PA 19103 |
|
26733xxxx0 |
chm***@l****.com |
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| Stedmark Partners at Janney Montgomery Scott |
1717 Arch St 21st floor, Philadelphia, PA 19103 |
|
21566xxxx2 |
abe***@j*****.com |
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17 |
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| RTD Financial |
30 S 17th St Suite 1620, Philadelphia, PA 19103 |
|
21555xxxx0 |
577*****@m************.com |
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| Fidelity Investments |
1735 Market St, Philadelphia, PA 19103 |
|
80072xxxx7 |
a61****@f*******.com |
3.4 |
24 |
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328871 |
|
352000 |
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| Douglas Moxham |
1835 Market St, Philadelphia, PA 19103 |
|
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abc*******@c***********.com |
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| Falco Wealth Management |
1500 E Lancaster Ave # 100, Paoli, PA 19301 |
|
61064xxxx2 |
bee*************************************@c******.gandi |
3.3 |
3 |
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| Northwestern Mutual |
1818 Market St #3400, Philadelphia, PA 19103 |
|
21556xxxx2 |
ade********@n*.com |
4.4 |
5 |
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| William Schmidt - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx9 |
wms**********@r**.com |
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|
12409 |
|
12881 |
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| Activate Wealth |
2400 Market St No. 200, Philadelphia, PA 19103 |
|
21570xxxx6 |
tay***@a****************.com |
5 |
17 |
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202 |
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| Robert Boland - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx2 |
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| Mitchell Sinkler & Starr |
Two Penn Center Plaza Suite 1320, Philadelphia, PA 19102 |
|
21566xxxx0 |
bac*******@m**********.com |
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| Nicholas Dawit, CFP®, ChFC® - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21596xxxx4 |
acc**********@m************.com |
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| Timothy Valente - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx0 |
wms**********@r**.com |
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|
14777 |
|
16000 |
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| David H. Smith - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21596xxxx4 |
acm***********@m************.com |
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| Creative Planning |
170 N Radnor Chester Rd, Radnor, PA 19087 |
|
86627xxxx8 |
a.j******@c***************.com |
5 |
2 |
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|
6345 |
125 |
7200 |
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| The Greenly Group - UBS Financial Services Inc. |
1735 Market St 35th Floor, Philadelphia, PA 19103 |
|
21549xxxx6 |
ber*******@u**.com |
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| John D. Oakes, Jr. - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx3 |
acc**********@m************.com |
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| Marc Pacella - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx1 |
rbc*********@r**.com |
|
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|
12495 |
|
12881 |
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| Merrill Lynch Financial Advisor W. Joseph Torrance |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx3 |
ban********************@m*.com |
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| Dornstreich DePaul Group - UBS Financial Services Inc. |
Mellon Bank Center, 1735 Market St, Philadelphia, PA 19103 |
|
21549xxxx9 |
abc*******@u**.com |
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| Leon L Levy Associates |
1818 Market St, Philadelphia, PA 19103 |
|
21587xxxx0 |
dav**@l*******.com |
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| UBS Financial Services Inc. |
1735 Market St #44, Philadelphia, PA 19103 |
|
80034xxxx1 |
abc*******@u**.com |
|
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| Merrill Lynch Financial Advisor Angelo J Pinti |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx2 |
ale*********@m*.com |
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| Wick Capital Partners |
123 S Broad St, Philadelphia, PA 19109 |
|
21530xxxx5 |
asa*****@w******************.com |
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| Bank of America Private Client Advisor William J. Meagher |
1600 JFK Blvd Ste 1110, Philadelphia, PA 19103 |
|
26767xxxx2 |
dom*****************@b************.com |
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| Blue Bell Private Wealth Management, LLC |
470 Norristown Rd #305, Blue Bell, PA 19422 |
|
61082xxxx0 |
all*******@b**********.com |
5 |
36 |
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296 |
10 |
316 |
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| Juan Colina de Vivero - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
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90970 |
524 |
91000 |
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| Northwestern Mutual - David V Maury |
1818 Market St, Philadelphia, PA 19103 |
|
21598xxxx4 |
dav********@n*.com |
5 |
1 |
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| Zenith Wealth Partners |
2400 Market St #216, Philadelphia, PA 19103 |
|
48427xxxx9 |
che****@n*************.com |
5 |
17 |
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261 |
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265 |
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| Citizens - Banking & Wealth Center |
1835 Market St, Philadelphia, PA 19103 |
|
21586xxxx4 |
abc***@c***********.com |
3 |
4 |
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180612 |
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183000 |
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| BNY Mellon Wealth Management Philadelphia PA |
1735 Market St 9th Floor, Philadelphia, PA 19103 |
|
21599xxxx6 |
jen***********@b********.com |
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| Elm Wealth |
50 S 16th St, Philadelphia, PA 19102 |
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inf*@e********.com |
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| Merrill Lynch Financial Advisor Todd C Hilinski |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx2 |
ale*********@m*.com |
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| Abacus Wealth Partners |
1760 Market St Ste 403, Philadelphia, PA |
|
88842xxxx7 |
aca****@a***********.com |
3 |
2 |
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885 |
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| Goldman Sachs & Co |
Mellon Bank Center, 1735 Market St, Philadelphia, PA 19103 |
|
21565xxxx0 |
dav********@g***********.com |
2.9 |
8 |
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263964 |
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306000 |
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| Bryn Mawr Capital Management |
1818 Market St Suite 3323, Philadelphia, PA 19103 |
|
21573xxxx0 |
abd**@b**.com |
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15966 |
12 |
16000 |
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| Modera Financial Advisors & Financial Planners |
620 Lee Rd STE 100, Wayne, PA 19087 |
|
61069xxxx0 |
aar********@m***********.com |
5 |
1 |
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90 |
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112 |
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| Wealth Financial Services |
1500 John F Kennedy Blvd Suite 1510, Philadelphia, PA 19102 |
|
21526xxxx3 |
nro****@b*****.com |
5 |
6 |
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| Andalusian Wealth Management |
2401 Walnut St, Philadelphia, PA 19103 |
|
21576xxxx7 |
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| JFS Wealth Advisors |
PNC Bank Building, 1600 Market St #3300, Philadelphia, PA 19103 |
|
21549xxxx0 |
acl***@j****.com |
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444 |
8 |
471 |
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| Roy DeCaro - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx0 |
dec*****************@r**.com |
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| Philadelphia, PA Private Wealth Management - UBS Financial Services Inc. |
1735 Market St 35th Floor, Philadelphia, PA 19103 |
|
80034xxxx1 |
ale*******@u**.com |
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| Jessica Miller - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
aid**********@t***.org |
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90958 |
525 |
91000 |
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| Brandywine Global Investment Management |
1735 Market St #1800, Philadelphia, PA 19103 |
|
21560xxxx0 |
aar************@b***************.com |
5 |
2 |
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843 |
10 |
869 |
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| David Bernstein - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
aid**********@t***.org |
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90958 |
525 |
91000 |
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| Kenneth Catanella - UBS Financial Services Inc. |
1735 Market Street Mellon Bank Center, Philadelphia, PA 19103 |
|
21597xxxx6 |
bre***********@u**.com |
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| Merrill Lynch Financial Advisor Philip Zimmerman |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx7 |
ale*********@m*.com |
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| Neil Newman - UBS Financial Services Inc. |
Mellon Bank Center, 1735 Market St, Philadelphia, PA 19103 |
|
21549xxxx0 |
abc*******@u**.com |
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| APM Wealth |
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joh*@a*********.com |
5 |
1 |
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| Barilotti Wealth Strategies, LLC. |
1819 John F Kennedy Blvd Reception, Philadelphia, PA 19103 |
|
21596xxxx3 |
ale*@b**********.com |
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396 |
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| Arthur Douglas Stevens - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx8 |
acc**********@m************.com |
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| Christopher Steinhauer - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
44594xxxx2 |
wms**********@r**.com |
5 |
1 |
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12403 |
|
12880 |
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| Margaret Emerson - Raymond James |
130 N 18th St UNIT 1300, Philadelphia, PA 19103 |
|
21564xxxx0 |
aar************@r***********.com |
5 |
1 |
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17479 |
|
18000 |
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| Andalusian Wealth Management |
1845 Walnut St, Philadelphia, PA 19103 |
|
21576xxxx7 |
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| Cetera Investors |
1800 John F Kennedy Blvd #800, Philadelphia, PA 19103 |
|
21556xxxx8 |
ale********@c**************.com |
4 |
4 |
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1962 |
108 |
2200 |
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| Wells Fargo Advisors |
30 S 17th St, Philadelphia, PA 19103 |
|
21556xxxx0 |
a-p*************@w*****************.com |
1 |
2 |
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188389 |
|
189000 |
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| Joe Gill - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx8 |
joh*******@c*.rbcwealthmanagement |
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14777 |
|
16000 |
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| Mercer Advisors Wealth Management |
100 West Matsonford Rd suite 4-200, Wayne, PA 19087 |
|
61086xxxx0 |
aar********@m*************.com |
|
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2826 |
28 |
2900 |
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| Cornerstone Wealth Management - UBS Financial Services Inc. |
Mellon Bank Center, 1735 Market St, Philadelphia, PA 19103 |
|
60967xxxx5 |
ale*******@u**.com |
5 |
1 |
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| Philadelphia, PA Branch Office - UBS Financial Services Inc. |
1735 Market St 35th Floor, Philadelphia, PA 19103 |
|
80034xxxx1 |
ale*******@u**.com |
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| Vincent Bona - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
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|
90958 |
525 |
91000 |
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| Merrill Lynch Financial Advisor Amy Brantz |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx8 |
ale*********@m*.com |
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| Churchill Management Group |
1650 Market St suite 3600, Philadelphia, PA 19103 |
|
|
ach*@c******************.com |
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169 |
|
221 |
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| Philadelphia Financial Advising - Breslow Financial Group |
200 W Washington Square Ste 2609, Philadelphia, PA 19106 |
|
21539xxxx3 |
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| Tanager Wealth Management Usa |
100 S Juniper St, Center City East, PA 19107 |
|
21529xxxx2 |
com***********@f******************.org |
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| Merrill Lynch Private Wealth Advisor Rosalie Hunter |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx6 |
ale*********@m*.com |
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| Setarcos Wealth Advisors LLC |
325 Chestnut St Unit 800, Philadelphia, PA 19106 |
|
26750xxxx5 |
inf*@s**********.com |
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| Dennis Piccone - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
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|
90958 |
525 |
91000 |
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| Simonetti Small Group - Morgan Stanley Private Wealth Advisors |
Liberty Place, 1, 1650 Market St 42nd Floor, Philadelphia, PA 19103 |
|
21585xxxx9 |
acc**********@m************.com |
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| Merrill Lynch Financial Advisor James J Kelly |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
|
21558xxxx8 |
ale*********@m*.com |
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| Beacon Pointe Advisors |
Two Bala Plaza Suite 806, Bala Cynwyd, PA 19004 |
|
61066xxxx0 |
a.c***@b***********.com |
5 |
1 |
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| Merrill Lynch Private Wealth Advisor Peter A Rohr |
1600 John F Kennedy Blvd Four Penn Center, 7th Floor, Philadelphia, PA 19103 |
|
61097xxxx8 |
ale*********@m*.com |
5 |
1 |
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| Logan Capital Management |
1650 Market St #5200, Philadelphia, PA 19103 |
|
21556xxxx0 |
abe***@l***********.com |
|
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36 |
|
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| Alan Federico - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx4 |
wms**********@r**.com |
|
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|
11074 |
|
12381 |
|
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| Jimmy To |
900 South St, Philadelphia, PA 19107 |
|
21586xxxx4 |
abc*******@c***********.com |
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| Matthew Fleming - TIAA Wealth Management Advisor |
1835 Market St Suite 1600, Philadelphia, PA 19103 |
|
80084xxxx0 |
acc******************@t***.org |
|
|
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|
90958 |
525 |
91000 |
|
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| Global Beta Advisors |
2001 Market St, Philadelphia, PA 19103 |
|
21553xxxx4 |
|
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| Patrick Kinch - Morgan Stanley |
1650 Market St 42nd Fl, Philadelphia, PA 19103 |
|
21585xxxx5 |
acm***********@m************.com |
|
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| Merrill Lynch Financial Advisor Christopher Bryan |
1600 John F Kennedy Blvd Four Penn Center, Philadelphia, PA 19103 |
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21582xxxx1 |
bri************@b***.com |
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