| Merrill Lynch Financial Advisor H W Netherton |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx8 |
ale*********@m*.com |
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| Rob Westerkom - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx9 |
bil****************@r**.com |
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12448 |
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12376 |
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| Merrill Lynch Financial Advisor Dominic J. Lanzillotta |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx5 |
ale*********@m*.com |
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| Pat Robertson - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
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51247xxxx4 |
abt****@u**.com |
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| Capstar Financial Services, LLC |
6500 River Pl Blvd Building 1, Suite 200, Austin, TX 78730 |
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51221xxxx0 |
bjo*****@c***************.com |
5 |
3 |
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| Sam Fischer - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
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51254xxxx0 |
abc*******@u**.com |
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| The Neff Group - Wealth Management - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
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51233xxxx6 |
abt****@u**.com |
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| Pioneer Wealth Management Group |
800 W 5th St #100b, Austin, TX 78703 |
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51233xxxx0 |
ang****@p************.com |
5 |
3 |
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1374 |
4 |
1300 |
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| Matt Rappaport, CFP, CDFA - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
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51254xxxx7 |
abc*******@u**.com |
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| Gordon Asset Management, LLC |
114 W 7th St #1250, Austin, TX 78701 |
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91492xxxx0 |
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| Stately Wealth Management |
9442 N Capital of Texas Hwy Plaza, 1 Suite 500, Austin, TX 78759 |
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51234xxxx9 |
aar************@r***********.com |
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17479 |
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18000 |
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| Weinheimer Wealth Management |
4101 Parkstone Heights Dr #210, Austin, TX 78746 |
|
51237xxxx8 |
dav**@w***************.com |
5 |
1 |
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| Capital Strategies |
317 Grace Ln #250, Austin, TX 78746 |
|
51234xxxx0 |
che**********@m*********.com |
5 |
2 |
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1149 |
5 |
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| Matthew James Schaefer - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51233xxxx2 |
ade********@u**.com |
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| Avidian Wealth Solutions - Austin |
4210 Spicewood Springs Rd Building E, Austin, TX 78759 |
|
51246xxxx2 |
doe****@a************.com |
5 |
2 |
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454 |
18 |
505 |
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| Genesis Wealth Management |
6504 Bridge Point Pkwy Suite 460, Austin, TX 78730 |
|
21068xxxx0 |
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5 |
2 |
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| Aspiriant Wealth Management |
3801 S Capital of Texas Hwy Suite 325, Austin, TX 78704 |
|
51264xxxx0 |
aa@a********.com |
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178 |
14 |
198 |
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| Austin Private Wealth |
3108 N Lamar Blvd Suite B 100, Austin, TX 78705 |
|
51288xxxx4 |
aj.******@a******************.com |
5 |
2 |
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33 |
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| RBC Wealth Management Branch - Austin |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51247xxxx5 |
rbc*********@r**.com |
5 |
5 |
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12448 |
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| Hunter Coleman, Coleman - Johns Wealth Management Team of Hilltop securities |
7000 N Mopac Expy # 400, Austin, TX 78731 |
|
86694xxxx0 |
aar************@h****************.com |
5 |
3 |
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446 |
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| Ark Financial Group |
10800 Pecan Park Blvd #100, Austin, TX 78750 |
|
51266xxxx3 |
adm**@a****.com |
5 |
8 |
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| Kaighin & Clemons Advisory Team |
3305 Northland Dr Suite 414, Austin, TX 78731 |
|
51238xxxx0 |
ang***********@m*********.com |
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| Frost Investment Services |
Austin, TX 78701 |
|
51247xxxx0 |
aad**************@f********.com |
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154985 |
2341 |
158000 |
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| Charles Schwab |
501 Congress Ave. Ste 125, Austin, TX 78701 |
|
51237xxxx0 |
nam*@e******.com |
3.4 |
21 |
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645561 |
219 |
656000 |
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| Northwestern Mutual |
3700 N Capital of Texas Hwy #500, Austin, TX 78746 |
|
51233xxxx0 |
ale***************@n*.com |
4.2 |
5 |
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| Proper Wealth Management |
600 Congress Ave Ste 1400, Austin, TX 78701 |
|
91764xxxx0 |
inf*@a************.com |
5 |
5 |
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315 |
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46 |
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| Billy Brandenberger - RBC Wealth Management Branch Director |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx8 |
bil****************@r**.com |
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| 49 Financial |
916 S Capital of Texas Hwy Ste. 2.100, Austin, TX 78746 |
|
51224xxxx1 |
atl********@4**********.com |
5 |
275 |
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630 |
20 |
704 |
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| Echelon Financial |
4201 Bee Cave Rd Suite C-101, Austin, TX 78746 |
|
51238xxxx0 |
doe*****@e***************.com |
5 |
12 |
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48 |
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50 |
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| Austin, TX Private Wealth Management - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
80054xxxx6 |
ali**********@u**.com |
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| AMG Wealth Advisors |
2700 Vía Fortuna #120, Austin, TX 78746 |
|
51264xxxx0 |
amg@a****************.com |
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240 |
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| Gage Dahmann - Raymond James |
6034 W Courtyard Dr, Suite 305, Austin, TX 78730 |
|
51241xxxx2 |
aar************@r***********.com |
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17473 |
|
18000 |
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| Strategic Capital - Wealth Management Austin |
2700 Vía Fortuna #100, Austin, TX 78746 |
|
51290xxxx2 |
ada*@s************.com |
5 |
89 |
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107 |
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| Merrill Lynch Wealth Management |
607 W 3rd St, Austin, TX 78701 |
|
51247xxxx1 |
ale*********@m*.com |
4 |
4 |
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| Dustin Michael Smith - Morgan Stanley |
301 Congress Ave. STE 1400, Austin, TX 78701 |
|
51246xxxx6 |
acm***********@m************.com |
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| Grace Capital Management LLC |
11651 Jollyville Rd STE 300, Austin, TX 78759 |
|
51248xxxx0 |
ben@g********.com |
5 |
2 |
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| Tuyyo Planning Group, LLC |
13317 Perthshire St, Austin, TX 78729 |
|
51252xxxx1 |
lui*@t************.com |
5 |
25 |
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| Merrill Lynch Financial Advisor Alfredo Zepeda |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx8 |
ann********@m*.com |
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| Haven Investment Group - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx6 |
ali**********@u**.com |
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| Cowand Wealth Management, LLC |
9600 Escarpment Blvd # 745236, Austin, TX 78749 |
|
51282xxxx0 |
kyl*@c*******.com |
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| Matthew Streif - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51233xxxx9 |
alb************@u**.com |
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| Carlin Wealth Management Group, LLC |
4006 N Lamar Blvd, Austin, TX 78756 |
|
73741xxxx0 |
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| Kensington Asset Management |
901 S MoPac Expy Building 2, STE 225, Austin, TX 78746 |
|
87789xxxx2 |
b.w***********@k************************.com |
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| Holdfast Wealth Management |
3711 Greystone Dr, Austin, TX 78731 |
|
51269xxxx4 |
inf*@h*************.com |
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23 |
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22 |
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| Edward Jones - Financial Advisor: Hailey M Whitt, AAMS™ |
10625 W Parmer Ln, Ste D200, Austin, TX 78717 |
|
51225xxxx9 |
a.j*********@e**********.com |
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|
90706 |
2 |
105000 |
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| Angelena Armstrong - TIAA Wealth Management Advisor |
W (inside Regus Suite, 9600 Great Hills Trl #150, Austin, TX 78759 |
|
86684xxxx2 |
adv**************@t***.org |
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|
90970 |
524 |
91000 |
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| Edward Jones - Financial Advisor: Julia Coffey |
1211 W 6th St, Ste 200, Austin, TX 78703 |
|
51248xxxx3 |
a.j*********@e**********.com |
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|
90706 |
|
105000 |
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| Orchard Financial Group |
10828 Pall Mall Dr, Austin, TX 78748 |
|
51265xxxx4 |
cul******@o***************.com |
5 |
1 |
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5 |
18 |
130 |
|
130 |
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| 512 Wealth Partners - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx3 |
bre***********@u**.com |
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| Cypress Point Wealth Management |
4264 Westlake Dr, Austin, TX 78746 |
|
51247xxxx8 |
jsm***@c*****************.com |
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| Northwestern Mutual - The Texas Financial Group - Austin |
3700 N Capital of Texas Hwy Suite 500, Austin, TX 78746 |
|
51233xxxx0 |
abb*********@n*.com |
5 |
4 |
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216 |
12 |
226 |
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| Tim Marwill - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx0 |
wms**********@r**.com |
|
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|
13948 |
|
15000 |
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| Fidelity Investments |
11501 Alterra Pkwy Suite 115, Austin, TX 78758 |
|
80054xxxx5 |
a61****@f*******.com |
3.3 |
41 |
|
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|
338212 |
|
363000 |
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| JLD Wealth Management LLC |
6300 Bee Cave Rd #400, Austin, TX 78746 |
|
51222xxxx1 |
dar****************@f*******.com |
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| John J. Riffle - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx6 |
the*************@r**.com |
|
|
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|
13887 |
|
15000 |
|
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| UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx1 |
abc*******@u**.com |
3 |
4 |
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| Hoisington Investment Management |
6836 Bee Cave Rd #100, Austin, TX 78746 |
|
51232xxxx0 |
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5 |
2 |
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| Strategic Investment Management |
9600 N Mopac Expy #600, Austin, TX 78759 |
|
51234xxxx8 |
eri*@s**********.com |
4 |
2 |
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131 |
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239 |
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| GoalFusion Wealth Management |
7611 Creekbluff Dr, Austin, TX 78750 |
|
51259xxxx7 |
car*@g*********.com |
5 |
9 |
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| Smith Wealth Advisors |
4713 Eagle Feather Dr, Austin, TX 78735 |
|
51233xxxx1 |
cin**@s******************.com |
5 |
1 |
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187 |
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| Merrill Lynch Financial Advisor Mark Kritzer |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx9 |
ale*********@m*.com |
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| Michael E. Taylor - Morgan Stanley |
301 Congress Ave. STE 1400, Austin, TX 78701 |
|
51246xxxx0 |
acm***********@m************.com |
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| The Heidmann/Jefferson Group |
607 W 3rd St Suite 2600, Austin, TX 78701 |
|
51239xxxx9 |
ann********@m*.com |
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| Edward Jones - Financial Advisor: Kelly D Mahmoud, AAMS™ |
2905 San Gabriel St #201, Austin, TX 78705 |
|
51247xxxx0 |
a.j*********@e**********.com |
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90033 |
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103000 |
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| Merrill Lynch Financial Advisor Wade D Heidmann |
607 W 3rd St Suite 2600, Austin, TX 78701 |
|
51239xxxx9 |
ann********@m*.com |
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| Hearthstone Wealth Management - Ameriprise Financial Services, LLC |
4131 Spicewood Springs Rd Ste I5, Austin, TX 78759 |
|
51252xxxx0 |
dns*****@a***.com |
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| Per Stirling Capital Management LLC |
4800 Bee Cave Rd, Austin, TX 78746 |
|
51262xxxx0 |
abe**@p**********.com |
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| Thannisch Wealth Management of Raymond James |
6034 W Courtyard Dr #305, Austin, TX 78730 |
|
51241xxxx3 |
aar************@r***********.com |
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17555 |
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18000 |
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| Sapphire Wealth Management |
1210 Cottonwood Creek Trail suite 300, Cedar Park, TX 78613 |
|
51269xxxx8 |
inf*@s***************.com |
5 |
2 |
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| Pioneer Wealth management group |
800 W 5th St, Austin, TX 78703 |
|
51233xxxx0 |
ang****@p************.com |
5 |
3 |
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1374 |
4 |
1300 |
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| NEST Financial |
5540 N Lamar Blvd, Austin, TX 78756 |
|
51294xxxx2 |
dan@n************.net |
5 |
10 |
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505 |
66 |
497 |
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| Michael Fields - Financial Advisor, Ameriprise Financial Services, LLC |
4810 Spicewood Springs Rd Ste 200, Austin, TX 78759 |
|
51252xxxx2 |
car***********@a***.com |
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| Brett Riley - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx2 |
alb************@u**.com |
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| Bank of America Private Client Advisor James (Jay) F Angell |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx8 |
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| Alpha Capital Management |
5407 Parkcrest Dr Floor 2, Austin, TX 78731 |
|
51232xxxx8 |
adr***@a********.com |
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| Per Stirling Capital Management |
4900 Spicewood Springs Rd Suite 300, Austin, TX 78759 |
|
51252xxxx1 |
abe**@p**********.com |
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| Michael Mickey Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC |
111 Congress Ave. STE 500, Austin, TX 78701 |
|
51239xxxx0 |
chr***********@a***.com |
5 |
1 |
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2 |
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| The Clevenger Douglas Group - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51247xxxx0 |
abc*******@u**.com |
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| Steve Franco - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx6 |
rbc*********@r**.com |
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|
13887 |
|
15000 |
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| Hughes Capital Management |
2215 Westlake Dr, Austin, TX 78746 |
|
51232xxxx1 |
bba***@h********.com |
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| Merrill Lynch Wealth Management |
3700 N Capital of Texas Hwy, Austin, TX 78746 |
|
51279xxxx0 |
ann********@m*.com |
5 |
2 |
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| Hamilton Financial Planning, LLC |
1202 Lakeway Dr Suite 7, Austin, TX 78734 |
|
51226xxxx8 |
alv**@h************************.com |
5 |
3 |
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| Terry Mc Daniel & Co |
2630 Exposition Blvd, Austin, TX 78703 |
|
51249xxxx0 |
con****@t*******.com |
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| Terry Sherman - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx8 |
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| Merrill Lynch Wealth Management |
501 S Austin Ave Ste 1110, Georgetown, TX 78626 |
|
80035xxxx5 |
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| Stallion Capital Management |
10119 Lake Creek Pkwy Ste 202, Austin, TX 78729 |
|
51221xxxx8 |
ale*******@s**********.com |
3.7 |
9 |
|
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|
15336 |
16 |
15000 |
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| The Hughes Group Wealth Management Partners LLC |
11824 Jollyville Rd STE 500, Austin, TX 78759 |
|
51258xxxx3 |
joh*@t******************.com |
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| Centennial Advisors, LLC |
10815 Ranch Rd 2222 Bldg 3C, Suite 200, Austin, TX 78730 |
|
51226xxxx0 |
inf*@i****************.com |
4.8 |
25 |
|
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2636 |
2 |
2700 |
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| The Lone Star Group |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx4 |
the*************@r**.com |
|
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|
14806 |
|
16000 |
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| WorthPointe Financial Planners |
6836 Bee Cave Rd #210, Austin, TX 78746 |
|
80062xxxx2 |
inf*@w***.com |
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952 |
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| The Fox Alliance |
5920 W William Cannon Dr Bld. 7 - Ste. 201, Austin, TX 78749 |
|
51232xxxx0 |
ada*@t*************.com |
5 |
78 |
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| Oakwell Private Wealth Management |
3200 Steck Ave STE 200, Austin, TX 78757 |
|
80055xxxx3 |
ata****@o*********.com |
5 |
1 |
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230 |
3 |
249 |
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| John Phillip Tuccio - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51247xxxx1 |
ber*******@u**.com |
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| Fort Wealth Management |
7701 San Felipe Blvd, Austin, TX 78729 |
|
51243xxxx2 |
gr@f*****.com |
5 |
4 |
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89 |
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| Hamilton Wealth Management |
8303 N Mopac Expressway Ste A-20, Austin, TX 78759 |
|
51267xxxx1 |
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| Shawn Lewis Walker - Morgan Stanley |
301 Congress Ave. STE 1400, Austin, TX 78701 |
|
51246xxxx4 |
acm***********@m************.com |
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| Dane Martindale - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx7 |
dan************@r**.com |
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|
| Century Management Financial Advisors |
805 Las Cimas Pkwy Suite 305, Austin, TX 78746 |
|
51263xxxx6 |
adm**@c******.com |
4.2 |
16 |
|
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9 |
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9 |
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| Eric Wittek - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx1 |
wms**********@r**.com |
|
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|
13948 |
|
15000 |
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| Meece - Barr Group - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51233xxxx7 |
abc*******@u**.com |
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| ATX Wealth Partners - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51254xxxx8 |
atx**************@u**.com |
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|
| Kestra Financial |
5707 Southwest Pkwy Bldg. 2 Ste. 400, Austin, TX 78735 |
|
84455xxxx2 |
aar**********@k**************.com |
3.3 |
18 |
|
|
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|
891 |
16 |
995 |
|
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| Jason Sharpe - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51254xxxx2 |
abc*******@u**.com |
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| Lowenberg Group |
906 Rio Grande St Suite 200, Austin, TX 78701 |
|
51247xxxx3 |
chl****@l***.com |
5 |
1 |
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| Douglas Carroll, CFP - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51247xxxx8 |
ale*******@u**.com |
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|
| Jared McBride: GoalFusion Wealth Management |
7611 Creekbluff Dr, Austin, TX 78750 |
|
51259xxxx7 |
car*@g*********.com |
|
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|
| Austin First Financial |
1502 West Ave #204, Austin, TX 78701 |
|
51263xxxx9 |
sco**@a*******************.com |
|
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|
418 |
|
414 |
|
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| Pathstone |
300 W 6th St Suite 1840, Austin, TX 78701 |
|
51232xxxx5 |
abb*@p********.com |
|
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|
237 |
|
261 |
|
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| Black Barn Financial |
2305 Hancock Dr, Austin, TX 78756 |
|
51236xxxx9 |
amy@b*****************.com |
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|
| Richard P Slaughter & Associates |
9600 N Mopac Expy #600, Austin, TX 78759 |
|
51291xxxx0 |
aly***@s**************.com |
|
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| Haynie Wealth Management |
8303 N Mopac Expy suite a-120, Austin, TX 78759 |
|
51267xxxx1 |
adv*****@h***********.com |
|
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|
14 |
|
51 |
|
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| Living Wealthy Financial |
111 Congress Ave. STE 500, Austin, TX 78701 |
|
80038xxxx0 |
bre**@l*********************.com |
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14 |
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| Paul Douglas, CFP, CRPS - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51254xxxx2 |
ade********@u**.com |
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| Espira Wealth Management, LLC |
201 S Lakeline Blvd Ste 701, Cedar Park, TX 78613 |
|
51269xxxx4 |
hxx@e***********.com |
5 |
2 |
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| Austin Wealth Specialists |
11824 Jollyville Rd Suite 500, Austin, TX 78759 |
|
51296xxxx3 |
bea*******@a**********************.com |
5 |
2 |
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| Robert Clevenger Jr. - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx0 |
abc*******@u**.com |
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| Trajan Wealth |
13809 Research Blvd Suite 500, Austin, TX 78750 |
|
51272xxxx5 |
abi****@t***********.com |
5 |
3 |
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1924 |
14 |
2000 |
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| Merrill Lynch Financial Advisor Johann Frederik Kirsten |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx8 |
ale*********@m*.com |
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| Lucien, Stirling & Gray Advisory Group |
7800 N Mopac Expy STE 340, Austin, TX 78759 |
|
51245xxxx7 |
bdo***@l*******.com |
5 |
2 |
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| Kozun Capital Management |
1608 W 5th St Suite 240, Austin, TX 78703 |
|
51269xxxx1 |
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| Graystone Financial Services |
801 W 5th St #2002, Austin, TX 78703 |
|
31684xxxx0 |
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5 |
1 |
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| The Ladage Smith Group - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx7 |
abc***@u**.com |
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| Dennis Hobbs - RBC Wealth Management Financial Advisor |
300 W 6th St Ste 2200, Austin, TX 78701 |
|
51270xxxx8 |
den*********@r**.com |
5 |
1 |
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4 |
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5 |
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| Mani Financial Services |
4508 Shoal Creek Blvd, Austin, TX 78756 |
|
51247xxxx4 |
km@m************.com |
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| Merrill Lynch Financial Advisor Christopher J Vasquez |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx7 |
ale*********@m*.com |
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| David Storer - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx3 |
wms**********@r**.com |
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13887 |
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15000 |
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| Avidian Wealth Solutions |
3103 Bee Cave Rd #238, Austin, TX 78746 |
|
51225xxxx7 |
bra******@a************.com |
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454 |
18 |
504 |
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| Lion Street Inc. |
515 Congress Ave. #2500, Austin, TX 78701 |
|
51277xxxx0 |
ale*****@l*********.com |
3.7 |
6 |
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| Syntropy Wealth Management |
9200 Sandstone St Suite 101, Austin, TX 78737 |
|
51274xxxx3 |
c18*****************************@s*****.wixpress |
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| ENZI Wealth |
8500 Bluffstone Cove Ste 105A, Austin, TX 78759 |
|
51279xxxx0 |
hel**@e*********.com |
5 |
2 |
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| William Moening - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx0 |
ran**********@r**.com |
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| Griffin Financial Group |
614 S Capital of Texas Hwy, Austin, TX 78746 |
|
51232xxxx1 |
dea*********@g*********.com |
5 |
12 |
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227 |
6 |
227 |
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| Godwin Schaefer Wealth Management - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51233xxxx2 |
ale*******@u**.com |
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| Strada Wealth Management |
3701 Bee Caves Rd Ste 104, Austin, TX 78746 |
|
86652xxxx8 |
cap******@s***************.com |
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4.7 |
9 |
684 |
|
683 |
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| John Puailoa, CFP, ChFC - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51247xxxx3 |
ale*******@u**.com |
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| CIBC Private Wealth |
111 Congress Ave. Suite 1830, Austin, TX 78701 |
|
51265xxxx0 |
alb***********@c***.com |
|
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2147 |
|
2200 |
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| Hearthstone Wealth Management - Ameriprise Financial Services, LLC |
11675 Jollyville Rd STE 200, Austin, TX 78759 |
|
51223xxxx5 |
dns*****@a***.com |
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| Morgan Stanley Financial Advisors |
301 Congress Ave. STE 1400, Austin, TX 78701 |
|
51248xxxx3 |
aal*******@m************.com |
1 |
1 |
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114222 |
3099 |
133000 |
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| Charles Hoene - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx2 |
wms**********@r**.com |
|
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13887 |
|
15000 |
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| Merrill Lynch Financial Advisor Phillip Stedman |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx0 |
ale*********@m*.com |
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| Corey C Hicks, Wealth Management Advisor |
3700 N Capital of Texas Hwy #500, Austin, TX 78746 |
|
51233xxxx3 |
soc***@n*****************.com |
|
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107334 |
16215 |
108000 |
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| REAP Financial |
9414 Anderson Mill Rd #100, Austin, TX 78729 |
|
51224xxxx0 |
adm**@r************.com |
4.9 |
142 |
|
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1032 |
27 |
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| Maslow Wealth Advisors |
1601 S MoPac Expy #125d, Austin, TX 78746 |
|
51261xxxx0 |
ang********@d******************.com |
4 |
3 |
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4 |
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| Integrated Wealth Strategies |
9442 N. Capital of Texas Hwy Arboretum Plaza I, #150, Austin, TX 78759 |
|
51229xxxx1 |
aca*****@i*************************.com |
5 |
4 |
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| Whitfield Bacon Wealth Partners |
901 S MoPac Expy, Austin, TX 78746 |
|
73722xxxx5 |
aar************@r***********.com |
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17479 |
|
18000 |
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| Grant Carter - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx1 |
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| Merrill Lynch Financial Advisor Michelle L Graham |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx2 |
ale*********@m*.com |
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| Allfluent Wealth Management |
8601 Ranch Rd 2222 Suite 1-120, Austin, TX 78730 |
|
51230xxxx1 |
bmc******@a**********.com |
5 |
1 |
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| The CWN Group - Morgan Stanley |
301 Congress Ave. 14th Floor, Austin, TX 78701 |
|
83399xxxx2 |
acc**********@m************.com |
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| Baird Equity Capital Markets - Research |
111 Congress Ave. Suite #417, Austin, TX 78701 |
|
80053xxxx4 |
aa@r******.com |
5 |
1 |
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|
8385 |
988 |
9000 |
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| Archer Investment Management |
4411 Authentic Dr, Austin, TX 78731 |
|
80084xxxx6 |
cli**********@a*******.com |
5 |
11 |
|
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212 |
|
219 |
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| Equistar Wealth Management LLC |
3103 Bee Caves Rd Ste 238, Austin, TX 78746 |
|
51225xxxx7 |
al@e*******.com |
|
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| Peggy L. Godwin, CRPC - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx9 |
alb************@u**.com |
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| R Judd Wealth Management, LLC |
2301 S Capital of Texas Hwy, Bldg J-101, Austin, TX 78746 |
|
51252xxxx4 |
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| Proper Wealth of Apollon |
600 Congress Ave. STE 1400, Austin, TX 78701 |
|
91764xxxx0 |
inf*@a************.com |
5 |
5 |
|
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|
340 |
|
393 |
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| Andrew Westerkom - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx7 |
bil****************@r**.com |
|
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|
12448 |
|
13153 |
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| Town Lake Capital Management |
221 W 6th St, Austin, TX 78701 |
|
51277xxxx8 |
cri****@t**************.com |
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|
| UT Austin Wealth Management Center |
College of Business Administration, 2110 Speedway Building, Suite 6.222, Austin, TX 78705 |
|
51247xxxx8 |
acc***@a*****.utexas |
|
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|
15296 |
10832 |
16000 |
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|
| Creative Planning, formerly ML&R Wealth Management LLC |
401 Congress Ave. STE 1100, Austin, TX 78701 |
|
51227xxxx0 |
aho**@m****.com |
|
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|
183 |
|
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| Lake Hills Wealth Management |
8601 Ranch Road 2222, Austin, TX 78730 |
|
51258xxxx0 |
inf*@l**********.com |
|
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5 |
23 |
153 |
2 |
158 |
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|
| Ryan Nolan, CFP® ChFC® - Austin Financial Advisor |
3305 Dalton St Unit 1, Austin, TX 78745 |
|
51259xxxx8 |
rya*@p************.com |
5 |
7 |
|
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|
| Momentum Private Wealth Management |
921 W New Hope Dr Ste 104, Cedar Park, TX 78613 |
|
51241xxxx5 |
aus***@m**********.com |
|
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|
78 |
|
81 |
|
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|
| Merrill Lynch Financial Advisor AKSHAY GUPTA |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx4 |
agu******@m*.com |
|
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|
| The Tally McManus Group - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51254xxxx0 |
abc*******@u**.com |
|
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| United Capital Financial Life Management |
6836 Bee Cave Rd #224, Austin, TX 78746 |
|
51229xxxx0 |
|
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|
| Katie Rinehart - Morgan Stanley |
301 Congress Ave. STE 1400, Austin, TX 78701 |
|
51237xxxx1 |
acc**********@m************.com |
|
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| The Abernathy Group - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
41596xxxx3 |
abc*******@u**.com |
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| Stephen Redman - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx7 |
alb************@u**.com |
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| Argent Wealth Management Inc |
2251 Double Creek Dr, Round Rock, TX 78664 |
|
51223xxxx3 |
joh*@a****.com |
5 |
1 |
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| Neil Short - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51254xxxx0 |
alb************@u**.com |
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| Guaranty Bank & Trust |
601 W 5th St, Austin, TX 78701 |
|
51236xxxx0 |
abc***@g***.com |
5 |
20 |
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14690 |
737 |
15000 |
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| Venturi Private Wealth |
3600B N Capital of Texas Hwy STE 200, Austin, TX 78746 |
|
51222xxxx5 |
ale******@v************.com |
4.6 |
9 |
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| Wealth Management Services of Austin, LLC |
901 S Mopac Expressway, Barton Oaks Plaza, Ste 300, Austin, TX 78746 |
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51247xxxx8 |
mai*@w***********.com |
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26 |
2 |
27 |
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| Jenny Miller - Raymond James |
1703 W 5th St Ste 650, Austin, TX 78703 |
|
51247xxxx0 |
jen*********@r***********.com |
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203 |
2 |
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| Sorush Shawn Abboud - Morgan Stanley |
301 Congress Ave. STE 1400, Austin, TX 78701 |
|
51237xxxx3 |
acm***********@m************.com |
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| The Art of Finance |
14205 N Mopac Expy 5th Floor, Austin, TX 78728 |
|
81468xxxx6 |
don**@t**************.biz |
5 |
24 |
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35717 |
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113000 |
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| Eagle Wealth Management Group LLC |
205 E University Ave Ste 150, Georgetown, TX 78626 |
|
51286xxxx0 |
bom*******@e*******.com |
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323 |
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| Sparkman Wealth Management |
2200 Union St, Leander, TX 78641 |
|
51267xxxx9 |
roy*********@l**.com |
5 |
1 |
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| Redbud Advisors, LLC |
706 Guadalupe St, Austin, TX 78701 |
|
51222xxxx8 |
hel**@r****************.com |
1 |
1 |
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| Timothy Osgood - Morgan Stanley |
301 Congress Ave. STE 1400, Austin, TX 78701 |
|
51246xxxx7 |
acm***********@m************.com |
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| Pierre Tax and Wealth Management |
14205 N Mopac Expy Ste 527, Austin, TX 78728 |
|
51290xxxx3 |
eri*@p***************.com |
5 |
9 |
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1793 |
1 |
1816 |
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| Austin Wealth Management |
1301 S Capital of Texas Hwy C-200, Austin, TX 78746 |
|
51246xxxx0 |
ada*@a***************.com |
4.8 |
8 |
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123 |
2 |
142 |
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| Wells Fargo Advisors |
111 Congress Ave. Suite 1650, Austin, TX 78701 |
|
51247xxxx7 |
a-w***************@w*****************.com |
3.3 |
3 |
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188043 |
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189000 |
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| Blue Pacific Wealth Management, Inc. |
2501 W William Cannon Dr STE 204, Austin, TX 78745 |
|
51246xxxx4 |
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1 |
1 |
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| FMP Wealth Advisers |
6034 W Courtyard Dr Suite 380, Austin, TX 78730 |
|
51232xxxx4 |
ado***@f****.com |
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| Reed Lake Private Wealth |
4801 Spicewood Springs Rd STE 200, Austin, TX 78759 |
|
51229xxxx0 |
chr**@r*******.com |
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| PBL Wealth Management, LLC |
3345 Bee Cave Rd Suite 104, Austin, TX 78746 |
|
51221xxxx9 |
doe****@p********.com |
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| Merrill Lynch Financial Advisor Brian C. Schoppmann |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx8 |
ale*********@m*.com |
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| Capitol Wealth Strategies |
901 S MoPac Expy # 4-150, Austin, TX 78746 |
|
51265xxxx9 |
cws****@c**********.com |
5 |
3 |
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223 |
15 |
230 |
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| Skyline Wealth Strategies |
9050 N Capital of Texas Hwy Building 3 Suite 180, Austin, TX 78759 |
|
51295xxxx5 |
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| Strada Wealth Management |
3701 Bee Cave Rd, West Lake Hills, TX 78746 |
|
86652xxxx8 |
cap******@s***************.com |
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| Cadence Wealth Management LLC |
3821 Juniper Trce STE 203, Austin, TX 78738 |
|
51226xxxx2 |
dav**@c************.com |
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| The Buchanan Group - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51233xxxx4 |
ben*******************@u**.com |
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| The Retirement Instructor |
1502 West Ave #204, Austin, TX 78701 |
|
51263xxxx9 |
sco***@a*******************.com |
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| Brainard Capital Management LLC |
100 Congress Ave. Suite 2000, Austin, TX 78701 |
|
51237xxxx0 |
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| Sam Parker - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx0 |
alb************@u**.com |
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| McCracken & Carroll Wealth Management Group - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx8 |
ale****@u**.com |
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| Merrill Lynch Financial Advisor Dirk W Van De Graaf |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx8 |
ale*********@m*.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Ronald L Riehs |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx2 |
ale*********@m*.com |
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| McDonald Wolfe Frazier Wealth Management Group |
9442 N Capital of Texas Highway Ste 700, Austin, TX |
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abc*******@w*****************.com |
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| Austin Asset |
7200 N Mopac Expy #315, Austin, TX 78731 |
|
51245xxxx2 |
all**@a**********.com |
5 |
2 |
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135 |
3 |
142 |
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| Neil Walters - Private Wealth Advisor, Ameriprise Financial Services, LLC |
8310-1 N Capital of Texas Hwy Ste 360, Austin, TX 78731 |
|
51274xxxx3 |
dns*****@a***.com |
5 |
1 |
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322 |
|
342 |
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| Merrill Lynch Financial Advisor Jared B Fox |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx9 |
ale*********@m*.com |
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| Mission Wealth |
823 Congress Ave. STE 300, Austin, TX 78701 |
|
51255xxxx6 |
ach****@m************.com |
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| Westerkom Investment Group |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx9 |
bil****************@r**.com |
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| Northwestern Mutual - The Miura Group |
1708 W 6th St, Austin, TX 78703 |
|
51247xxxx0 |
soc***@n*****************.com |
5 |
1 |
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|
107342 |
16225 |
108000 |
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| Reynolds Private Wealth Management |
6000 Shepherd Mountain Cove Unit 213, Austin, TX 78730 |
|
73733xxxx3 |
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5 |
1 |
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| Avondale Wealth Management |
4101 Parkstone Heights Dr STE 250, Austin, TX 78746 |
|
51250xxxx8 |
bri*****@a*************.com |
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| Jeffrey Haladyna - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51247xxxx1 |
ade********@u**.com |
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| Maxwell Locke & Ritter |
411 W Main St Ste 300, Round Rock, TX 78664 |
|
51237xxxx0 |
aan*******@m****.com |
5 |
1 |
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505 |
30 |
537 |
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| Lake Hills Wealth Management |
8601 Ranch Rd 2222 Building 1, Suite 230, Austin, TX 78730 |
|
51258xxxx0 |
ats******@l**********.com |
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| Carl Stuart Investment Advisor |
623 W 38th St, Austin, TX 78705 |
|
51247xxxx5 |
|
3.7 |
3 |
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| Merrill Lynch Private Wealth Advisor Felix Erbring |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx0 |
ale*********@m*.com |
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| Modern Wealth Strategies, PLLC |
7704 Ellas Inlt Dr, Austin, TX 78744 |
|
51269xxxx6 |
pau*@m**************.com |
5 |
22 |
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| Shadowridge Asset Management, LLC |
1001 S Capital of Texas Hwy suite m-100, Austin, TX 78746 |
|
88843xxxx7 |
chr******@s****************.com |
5 |
1 |
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| Paul Ballett - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx1 |
wms**********@r**.com |
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|
12448 |
|
12376 |
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| Rethink Wealth |
9101 Burnet Rd #107, Austin, TX 78758 |
|
51288xxxx1 |
aja**********@r************.com |
5 |
9 |
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| Patrick A. Easter - RBC Wealth Management Financial Advisor |
300 W 6th St Suite 2200, Austin, TX 78701 |
|
51270xxxx4 |
rbc*********@r**.com |
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|
13887 |
|
15000 |
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| Amplify Wealth Management |
2800 Esperanza Crossing Bldg #2, Austin, TX 78758 |
|
51283xxxx1 |
abe***@g********.com |
3.5 |
4 |
|
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|
3878 |
|
3800 |
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| Mariner |
1114 Lost Creek Blvd Suite 260, Austin, TX 78746 |
|
51272xxxx0 |
a.m**********@m********************.com |
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| Riebe Sampson Wealth Management - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx3 |
abc*******@u**.com |
|
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| Growth Horizons Wealth Management |
1615 Scottsdale Dr Ste 200b, Cedar Park, TX 78641 |
|
73775xxxx1 |
roy*********@l**.com |
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| Edward Jones - Financial Advisor: David N Van Winkle |
4015 Marathon Blvd, Austin, TX 78756 |
|
51232xxxx0 |
a.j*********@e**********.com |
5 |
1 |
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91819 |
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107000 |
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| Brown Advisory |
200 W 6th St Suite 1700, Austin, TX 78701 |
|
51286xxxx5 |
aa@b************.com |
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766 |
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873 |
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| Strategic Wealth Designers |
3711 S MoPac Expy Building 2 Suite 175, Austin, TX 78746 |
|
73724xxxx3 |
aar**@s*******.com |
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4707 |
16 |
4800 |
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| BirdRock Wealth |
9433 Bee Cave Rd, Austin, TX 78733 |
|
51223xxxx1 |
hel**@b*************.com |
5 |
15 |
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| Northwestern Mutual |
1402 W 6th St, Austin, TX 78703 |
|
51247xxxx0 |
aar********@n*****************.com |
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107330 |
16208 |
108000 |
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| Hester Capital Management LLC |
Austin, TX 78746 |
|
51247xxxx7 |
ah@l***.com |
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| ML&R Wealth Management LLC |
401 Congress Ave, Ste 1100, Austin, TX 78701 |
|
51227xxxx0 |
aho**@m****.com |
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183 |
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| Edward Jones - Financial Advisor: Gary Thomas, CFP®|AAMS™|CRPC™ |
3401 Royal Vista Blvd, 101, Round Rock, TX 78681 |
|
51225xxxx2 |
a.j*********@e**********.com |
5 |
3 |
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90705 |
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105000 |
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| Short Sharpe Wealth Management - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51254xxxx2 |
ben*******************@u**.com |
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| Derek D. Nelson - UBS Financial Services Inc. |
98 San Jacinto Blvd #600, Austin, TX 78701 |
|
51247xxxx9 |
abc***@u**.com |
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| Mercer Advisors Wealth Management |
901 S. MoPac Expy Barton Oaks Plaza 2 Suite 270, Austin, TX 78746 |
|
51234xxxx0 |
aar********@m*************.com |
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2826 |
28 |
2900 |
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| Reagan Nash - UBS Financial Services Inc. |
98 San Jacinto Blvd Suite 600, Austin, TX 78701 |
|
51247xxxx6 |
alb************@u**.com |
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| Armis Financial |
111 Congress Ave. Suite 400, Austin, TX 78701 |
|
51270xxxx1 |
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| Guzmán Wealth Management |
108 Wild Basin Rd S #250, Austin, TX 78746 |
|
51264xxxx5 |
inf*@g*******.com |
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| Solaris Private Wealth Management |
6500 River Pl Blvd Building 7 Suite #250, Austin, TX 78730 |
|
51268xxxx4 |
inf*@s*********.com |
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| Bridge Asset Management of Raymond James |
6034 W Courtyard Dr #305, Austin, TX 78730 |
|
51241xxxx0 |
aar************@r***********.com |
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17474 |
|
18000 |
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| Williams Wealth Strategies |
6200 Bridge Point Pkwy #300, Austin, TX 78730 |
|
51232xxxx9 |
adm**@w***********************.com |
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| Merrill Lynch Financial Advisor Mark Fulton |
607 W 3rd St, Austin, TX 78701 |
|
51239xxxx5 |
ale*********@m*.com |
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| Sage Creek Wealth Management of Raymond James |
6034 W Courtyard Dr #305, Austin, TX 78730 |
|
51232xxxx0 |
aar************@r***********.com |
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17588 |
|
19000 |
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| Beck Capital Management LLC |
2009 S Capital of Texas Hwy 2nd floor, Austin, TX 78746 |
|
51234xxxx9 |
con******@b********************.com |
4.7 |
12 |
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343 |
7 |
414 |
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| McDonald Wolfe Frazier Wealth Management Group |
9442 N Capital of Texas Hwy #700, Austin, TX 78759 |
|
51233xxxx0 |
abc*******@w*****************.com |
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| The Austin Silicon Hills Group - Morgan Stanley |
301 Congress Ave. STE 1400, Austin, TX 78701 |
|
51237xxxx0 |
acm***********@m************.com |
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| Everlong Financial |
3906 N Lamar Blvd #204c, Austin, TX 78756 |
|
51252xxxx2 |
ale*@e****************.com |
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| Brighton Jones |
3101 Bee Cave Rd Suite 280, Austin, TX 78746 |
|
73724xxxx5 |
aar***********@b************.com |
5 |
3 |
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|
622 |
|
711 |
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| CORDA Investment Management, LLC |
9600 Great Hills Trl #150w, Austin, TX 78759 |
|
51251xxxx9 |
aar**@c**************.com |
5 |
2 |
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| ATX Portfolio Advisors, LLC |
500 N Capital of Texas Hwy BLDG 8-100, Austin, TX 78746 |
|
51253xxxx5 |
and************@a**********.com |
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| Meridian Wealth Advisors |
3600 N Capital of Texas Hwy Building B, Suite 150, Austin, TX 78746 |
|
51271xxxx0 |
bri*********@m***************.com |
2 |
1 |
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| Horizon Wealth Strategies, LLC |
3305 Northland Dr # 412, Austin, TX 78731 |
|
88854xxxx6 |
aco****@h**********************.com |
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| Dickey Wealth Management |
3600 N Capital of Texas Hwy Suite 330B, Austin, TX 78746 |
|
73799xxxx0 |
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