| Kaon Nelson - Raymond James |
1717 Pennsylvania Avenue NW Ste 1050, Washington, DC 20006 |
|
20287xxxx0 |
aar************@r***********.com |
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17474 |
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18000 |
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| CtW Investment Group |
1900 L St NW #900, Washington, DC 20036 |
|
20272xxxx0 |
die***************@c*****************.com |
3 |
4 |
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| SageVest Wealth Management |
1320 Old Chain Bridge Rd STE 250, McLean, VA 22101 |
|
70399xxxx0 |
a@s*************.com |
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86 |
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93 |
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| Raffa Investment Advisers |
1899 L St NW #850, Washington, DC 20036 |
|
20295xxxx4 |
den***@r************.com |
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| Bernstein Global Wealth Management |
800 Connecticut Ave NW Ste 1100, Washington, DC 20006 |
|
20226xxxx0 |
aak********@b********.com |
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| Merrill Lynch Financial Advisor Muhammad Altaf Awan |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx1 |
alt*******@m*.com |
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| Merrill Lynch Financial Advisor Elizabeth M Shepard |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx2 |
ann********@m*.com |
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| The Scowcroft Group |
900 17th St NW #500, Washington, DC 20006 |
|
20229xxxx2 |
bpi****@s********.com |
5 |
1 |
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| Ryant Wealth Management |
100 M St SE Ste 600, Washington, DC 20003 |
|
20231xxxx2 |
bra*@r********************.com |
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| Steven Dominguez Paredes - TIAA Wealth Management Advisor |
1300 Eye Steet, NW, Washington, DC 20005 |
|
80084xxxx8 |
acc**********@t***.org |
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90970 |
524 |
91000 |
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| Community Wealth Partners |
1030 15th St NW Suite 1050, Washington, DC 20005 |
|
20261xxxx8 |
ace***@c**************.com |
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| MultiGenerational Wealth Management - UBS Financial Services Inc. |
The Investment Building, 1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx9 |
abc*******@u**.com |
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| Evermay Wealth Management LLC |
1776 Wilson Blvd #520, Arlington, VA 22209 |
|
70382xxxx6 |
3b9*************************************@w*****************.com |
5 |
1 |
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| Potomac Advisory Group |
1050 Connecticut Ave NW #500, Washington, DC 20036 |
|
20255xxxx2 |
inf*@p*******************.com |
5 |
10 |
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200 |
|
196 |
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| Amy Sturtevant - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx7 |
joh*******@c*.rbcwealthmanagement |
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14802 |
|
16000 |
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| Merrill Lynch Financial Advisor Jeffrey David Gregorio |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx2 |
ann********@m*.com |
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| Albright Capital Management LLC |
601 13th St NW #1000, Washington, DC 20005 |
|
20237xxxx0 |
asi*****@a**************.com |
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| Merrill Lynch Financial Advisor David E Jennings |
1800 K St NW, Washington, DC 20006 |
|
20242xxxx9 |
ban********************@m*.com |
5 |
2 |
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| Merrill Lynch Financial Advisor Donald R. Page III |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx2 |
ann********@m*.com |
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| Washington Wealth Management - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx9 |
ash***********@u**.com |
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| New Columbia Advisors - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
21282xxxx0 |
ben*******************@u**.com |
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| Siegel, Martin & Associates - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx3 |
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| Cassaday & Company |
8180 Greensboro Dr #1180, McLean, VA 22102 |
|
70350xxxx0 |
ada***@c*******.com |
5 |
7 |
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370 |
17 |
441 |
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| The Capital ESOP Group - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx8 |
bre***********@u**.com |
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| Mink Wealth Management |
7901 Jones Branch Dr #800, McLean, VA 22102 |
|
88878xxxx5 |
inf*@m*********.com |
5 |
12 |
|
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99 |
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| Merrill Lynch Financial Advisor Christopher Cunniff |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx9 |
ann********@m*.com |
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| Diane Schaefer - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx7 |
rbc*********@r**.com |
|
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|
14802 |
|
16000 |
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| TIAA Financial Services |
1300 I St NW, Washington, DC 20005 |
|
80084xxxx8 |
acc******************@t***.org |
2.3 |
3 |
|
|
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|
90970 |
524 |
91000 |
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| RBC Wealth Management Branch - Washington DC |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
80022xxxx8 |
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| Orchard Gate Partners - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx0 |
ben*******************@u**.com |
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| Merrill Lynch Financial Advisor William S Jeffery |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx0 |
ban********************@m*.com |
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| Northwestern Mutual - Michael Lyubinsky, Financial Advisor |
2001 Pennsylvania Avenue NW 10th Floor, Washington, DC 20006 |
|
20240xxxx0 |
ark**************@n*.com |
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| Graham Capital |
1701 K St NW #801, Washington, DC 20006 |
|
20278xxxx6 |
ale********@g******************.com |
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| The I Street Group - Morgan Stanley |
1775 I St NW Suite 200, Washington, DC 20006 |
|
20286xxxx2 |
acm***********@m************.com |
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| Karen Ben-Shlaush, CFP®, CIMA®, CRPC®, CEPA - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx9 |
abc***@u**.com |
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| Campbell Wealth Management |
330 John Carlyle St Suite 400, Alexandria, VA 22314 |
|
70353xxxx0 |
ang*****@c*************.com |
4.3 |
7 |
|
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| Merrill Lynch Financial Advisor George J Adams |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx5 |
ban********************@m*.com |
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| Investors Management Inc |
1426 9th St NW LL1, Washington, DC 20001 |
|
20246xxxx4 |
joh*@i******************.net |
4.9 |
28 |
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| District Capital Management |
4301 50th St NW 300 2030, Washington, DC 20016 |
|
57121xxxx1 |
aca****@d************************.com |
5 |
1 |
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237 |
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| Envision Capitol Wealth Management - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx7 |
bre***********@u**.com |
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| CapitalCoast Wealth Advisors of Janney Montgomery Scott |
1255 23rd St NW #810, Washington, DC 20037 |
|
23929xxxx0 |
aal******@j*****.com |
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| Merrill Lynch Financial Advisor Brian Wagner |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx6 |
ann********@m*.com |
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| Delphos International |
2121 K St NW #1020, Washington, DC 20037 |
|
20233xxxx0 |
|
5 |
2 |
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| Merrill Lynch Private Wealth Advisor Andrew Steven Pritsios |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx9 |
ann********@m*.com |
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| Ben Tener - RBC Wealth Management Financial Advisor |
1700 Pennsylvania Avenue NW Ste 700, Washington, DC 20006 |
|
20266xxxx9 |
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| Bernstein Private Wealth Management |
800 Connecticut Ave NW suite 1100, Washington, DC 20006 |
|
20226xxxx0 |
aak********@b********.com |
|
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| Churchill Management Group - Washington DC |
1300 I St NW Suite 400 E, Washington, DC 20005 |
|
70399xxxx8 |
ach*@c******************.com |
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221 |
|
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| Merrill Lynch Wealth Management |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx2 |
bro*********@m*.com |
4 |
4 |
|
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| BNY Mellon Wealth Management Washington, DC |
1250 H St NW #1100, Washington, DC 20005 |
|
20262xxxx7 |
jen***********@b********.com |
1 |
2 |
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| The Neal Wealth Consulting Group - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx3 |
ben*******************@u**.com |
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| The Charles Drew Group - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx4 |
abc*******@u**.com |
|
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| Northwestern Mutual - Washington |
2001 Pennsylvania Avenue NW 10th Floor, Washington, DC 20006 |
|
20260xxxx0 |
|
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| Armstrong Fleming & Moore |
1800 M St NW Suite 1010S, Washington, DC 20036 |
|
20288xxxx5 |
aar*******@a****.com |
5 |
1 |
|
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|
119 |
2 |
118 |
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| North Financial Advisors LLC |
700 12th St NW STE 700, Washington, DC 20005 |
|
92926xxxx7 |
24e*************************************@w*****************.com |
|
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|
134 |
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| VLP Financial Advisors |
8391 Old Courthouse Rd # 203, Vienna, VA 22182 |
|
70335xxxx0 |
afi*****@v****.com |
5 |
5 |
|
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|
117 |
|
129 |
|
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|
| James Koltes - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx5 |
ben*******************@u**.com |
|
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|
| Qazi, Martin & Associates - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20222xxxx5 |
ben*******************@u**.com |
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| Merrill Lynch Financial Advisor Scott Moran |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx3 |
ban********************@m*.com |
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| The Capitol Wealth Management Group - Morgan Stanley |
1747 Pennsylvania Avenue NW Ste 900, Washington, DC 20006 |
|
20277xxxx1 |
acm***********@m************.com |
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| Wealth Enhancement Group |
300 N Washington St Suite 101, Falls Church, VA 22046 |
|
70358xxxx0 |
aba****@w****************.com |
5 |
5 |
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| Merrill Lynch Financial Advisor Seena Ghavami |
1800 K St NW, Washington, DC 20006 |
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20265xxxx0 |
ann********@m*.com |
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| Merrill Lynch Financial Advisor Peter Kenny |
1800 K St NW, Washington, DC 20006 |
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20265xxxx9 |
ann********@m*.com |
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| Rockefeller Capital Management |
900 17th St NW #603, Washington, DC 20006 |
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20289xxxx0 |
abc****@r*****.com |
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| Pine Harbor Wealth |
1629 K St NW #300, Washington, DC 20006 |
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20279xxxx2 |
dav**@p***************.com |
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| IFC Asset Management Company |
2121 Pennsylvania Avenue NW, Washington, DC 20433 |
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20247xxxx5 |
amc*********@i**.org |
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| Kathleen Finn, LLC |
1316 Q St NW, Washington, DC 20009 |
|
20226xxxx5 |
kat*@k*************.com |
4 |
6 |
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| David Andreadis, CPWA, CIMA, CPM, CRPC,CEPA - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20294xxxx1 |
ben*******************@u**.com |
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| Lux Wealth Planning |
2001 Pennsylvania Avenue NW 10th Floor, Washington, DC 20006 |
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bla***********@n*.com |
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321 |
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317 |
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| Merrill Lynch Financial Advisor Dileep Nair |
1800 K St NW, Washington, DC 20006 |
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20265xxxx9 |
ann********@m*.com |
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| Wealth Over Now |
Virtual, Washington, DC 20018 |
|
75752xxxx5 |
inf*@w************.com |
5 |
11 |
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| Shawn O'Reilly - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx4 |
wms**********@r**.com |
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14802 |
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16000 |
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| Adalan Private Wealth |
1455 Pennsylvania Avenue NW #400, Washington, DC 20004 |
|
20234xxxx8 |
aar************@r***********.com |
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17474 |
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18000 |
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| Balfour Hamilton | WEALTH & Assets Marketplace ~ Real Estate Investing & Development Consulting |
1732 Connecticut Ave NW Suite 400, Northwest Washington, DC 20009 |
|
87783xxxx4 |
ana***@g****.com |
5 |
3 |
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52 |
32 |
80 |
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| Truist Private Wealth Management |
1445 New York Ave NW, Washington, DC 20005 |
|
20287xxxx0 |
aag*****@t*****.com |
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355343 |
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359000 |
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| Alex.Brown, A Division of Raymond James |
801 17th St NW Suite 310, Washington, DC 20006 |
|
20287xxxx0 |
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4 |
2 |
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| Aaron Financial - Northwestern Mutual |
1801 K St NW Ste 210, Washington, DC 20006 |
|
20240xxxx1 |
ale***************@n*.com |
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321 |
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317 |
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| Michael De Spirito - TIAA Wealth Management Advisor |
601 13th St NW Suite 700 N, Washington, DC 20005 |
|
80084xxxx8 |
ama******@t***.org |
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90969 |
524 |
91000 |
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| Glassman Wealth Services |
8000 Towers Crescent Dr #1450, Tysons, VA 22182 |
|
70353xxxx4 |
bar**@g*************.com |
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451 |
27 |
455 |
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| Merrill Lynch Financial Advisor Joe Emerusabe |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx2 |
ban********************@m*.com |
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| RBH Global Wealth Partners - Ameriprise Financial Services, LLC |
1701 Pennsylvania Avenue NW Ste 218, Washington, DC 20006 |
|
70366xxxx7 |
all**********@a***.com |
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151 |
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152 |
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| MANNA WEALTH MANAGEMENT - Virginia Financial Advisors |
1775 Tysons Blvd 5th floor, McLean, VA 22102 |
|
70353xxxx0 |
dka****@m********************.com |
5 |
114 |
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| Merrill Lynch Financial Advisor Justin H Wasfy |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx5 |
ann********@m*.com |
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| Jessica Lee - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx7 |
rbc*********@r**.com |
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14802 |
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16000 |
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| Merrill Lynch Financial Advisor Ronald C. Senegal |
1152 15th St NW Suite 6000, Washington, DC 20005 |
|
20265xxxx8 |
ale*********@m*.com |
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| Merrill Lynch Wealth Management |
1152 15th St NW Ste 6000, Washington, DC 20005 |
|
20265xxxx8 |
ann********@m*.com |
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| Gregory J. Kight - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20294xxxx2 |
abc*******@u**.com |
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| Merrill Lynch Financial Advisor Eran Ben-Simon |
1800 K St NW, Washington, DC 20006 |
|
31269xxxx9 |
ann********@m*.com |
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| Atlas Wealth Management - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx2 |
ben*******************@u**.com |
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| Merrill Lynch Financial Advisor Elijah D Smith |
1800 K St NW, Washington, DC 20006 |
|
20243xxxx3 |
ban********************@m*.com |
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| Circle in a Square Advisors - Ameriprise Financial Services, LLC |
1220 19th St NW Ste 205, Washington, DC 20036 |
|
20229xxxx7 |
dns*****@a***.com |
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| Capital Asset Management Group |
1000 Potomac St NW #300, Washington, DC 20007 |
|
24048xxxx0 |
a.c*******@c*********.com |
5 |
2 |
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211 |
24 |
206 |
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| Sarah Simon - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx2 |
abc*******@u**.com |
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| Greg Wells - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx6 |
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14 |
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| Morgan Stanley Private Wealth Advisors |
1747 Pennsylvania Avenue NW Ste 900, Washington, DC 20006 |
|
20229xxxx0 |
aal*******@m************.com |
5 |
1 |
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113359 |
3088 |
131000 |
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| Leland Bishop - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx4 |
ben*******************@u**.com |
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| vL Associates - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20294xxxx1 |
ben*******************@u**.com |
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| Cedar Hill Wealth Management Group |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx7 |
oli************@r**.com |
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29 |
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| The Williams Group - Morgan Stanley |
1747 Pennsylvania Avenue NW Suite 700, Washington, DC 20006 |
|
20229xxxx5 |
acc**********@m************.com |
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| Merrill Lynch Private Wealth Advisor Kenneth Kline |
1800 K St NW, Washington, DC 20006 |
|
20284xxxx9 |
ann********@m*.com |
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| The Independence Wealth Management Group - Morgan Stanley |
1775 I St NW Suite 200, Washington, DC 20006 |
|
20286xxxx3 |
acm***********@m************.com |
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| ​The Capital Management Group | Investment Advisors |
1101 30th St NW Fifth Floor, Washington, DC 20007 |
|
20265xxxx5 |
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| Values Added Financial |
|
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|
ari@v*******************.com |
5 |
2 |
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| Creative Planning |
8444 Westpark Dr #610, McLean, VA 22102 |
|
70373xxxx0 |
a.j******@c***************.com |
4.4 |
10 |
|
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|
6362 |
127 |
7300 |
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| Merrill Lynch Financial Advisor Chase Alston Phillips |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx4 |
ann********@m*.com |
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| Ayesha Yasin - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx9 |
rbc*********@r**.com |
|
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|
14802 |
|
16000 |
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| K Street Financial Group |
2001 Pennsylvania Avenue NW 10th Floor, Washington, DC 20006 |
|
70384xxxx1 |
bre**********@n*.com |
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2 |
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| Thrive Wealth Advisors |
663 S Washington St, Alexandria, VA 22314 |
|
70374xxxx0 |
adm**@t********.com |
5 |
3 |
|
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124 |
3 |
124 |
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| Merrill Lynch Financial Advisor Haley Kaufman |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx0 |
ban********************@m*.com |
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| Susan M. Hovanec - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx2 |
rbc*********@r**.com |
|
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|
14802 |
|
16000 |
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| Brown Miller Wealth Management |
8280 Greensboro Dr Ste 220, McLean, VA 22102 |
|
70397xxxx0 |
cwb****@b************.com |
|
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8 |
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| Patrick Holley - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx5 |
wms**********@r**.com |
|
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|
14802 |
|
16000 |
|
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| DBF Wealth Management Group - Stifel |
1776 I St NW 9th Floor, Washington, DC 20006 |
|
20249xxxx1 |
|
|
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|
4738 |
|
5200 |
|
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|
| Dragana Petrovic - TIAA Wealth Management Advisor |
1300 Eye Steet, NW, Washington, DC 20005 |
|
80084xxxx8 |
acc**********@t***.org |
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90970 |
524 |
91000 |
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| Merrill Lynch Financial Advisor Danielle G Thibault |
1800 K St NW, Washington, DC 20006 |
|
20261xxxx1 |
ann********@m*.com |
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| Merrill Lynch Financial Advisor David Anthony Powell |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx2 |
ban********************@m*.com |
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| Merrill Lynch Financial Advisor Michael Abbenante |
1800 K St NW, Washington, DC 20006 |
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20265xxxx5 |
ban********************@m*.com |
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| Monumental Financial Planning |
1627 K St NW 9th Floor, Washington, DC 20006 |
|
20254xxxx9 |
joh*********@l**.com |
5 |
13 |
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| Merrill Lynch Financial Advisor Paul Juergensen |
1800 K St NW, Washington, DC 20006 |
|
20243xxxx2 |
ann********@m*.com |
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| First Financial Services Inc |
1101 Vermont Ave NW # 501, Washington, DC 20005 |
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20228xxxx3 |
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| Merrill Lynch Financial Advisor William J. Moran Jr. |
1800 K St NW Suite 800, Washington, DC 20006 |
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20265xxxx0 |
ann********@m*.com |
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| Alliance Bernstein |
800 Connecticut Ave NW, Washington, DC 20006 |
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20226xxxx1 |
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5 |
1 |
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| Finnerty Partners - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
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20294xxxx0 |
ben*******************@u**.com |
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| CIBC Private Wealth |
1201 F St NW #900, Washington, DC 20004 |
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20278xxxx4 |
acc*******@c***.com |
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| Wells Fargo Advisors |
1700 K St NW Suite 875, Washington, DC 20006 |
|
20286xxxx0 |
a-w***************@w*****************.com |
3 |
2 |
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188404 |
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189000 |
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| Northwestern Mutual - Brendan Tracz |
2001 Pennsylvania Avenue NW 10th Floor, Washington, DC 20006 |
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20240xxxx5 |
bre**********@n*.com |
5 |
1 |
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2 |
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| Val Volkau - TIAA Wealth Management Advisor |
601 13th St NW Suite 700 N, Washington, DC 20005 |
|
80084xxxx8 |
acc**********@t***.org |
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90969 |
524 |
91000 |
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| Carson Wealth |
800 Maine Ave SW Ste 200, Washington, DC 20024 |
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20277xxxx0 |
abr****@c***********.com |
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| Steward Partners Global Advisory LLC |
1776 I St NW #700, Washington, DC 20006 |
|
20293xxxx0 |
aar***********@s**************.com |
3.8 |
4 |
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10541 |
19 |
10000 |
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| Merrill Lynch Financial Advisor Timothy Twitchell |
1800 K St NW, Washington, DC 20006 |
|
20243xxxx4 |
ban********************@m*.com |
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| MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors |
700 K St NW, Washington, DC 20001 |
|
70353xxxx0 |
dka****@m********************.com |
5 |
22 |
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| Merrill Lynch Financial Advisor Sean R Sweeney |
1800 K St NW, Washington, DC 20006 |
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20265xxxx9 |
ann********@m*.com |
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| Simpkins Wealth Management Group of Wells Fargo Advisors |
1133 Connecticut Ave NW, Washington, DC 20036 |
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20282xxxx6 |
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| Beltway Wealth Management |
1050 Connecticut Ave NW Ste 500, Washington, DC 20036 |
|
20274xxxx0 |
aar********@l**.com |
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77 |
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| Hendler Stern - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20294xxxx2 |
abc*******@u**.com |
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| Geometric Wealth Advisors |
1717 K St NW #900, Washington, DC 20006 |
|
20276xxxx1 |
ake*****@g****************.com |
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| Matthew Brudniak - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx0 |
rbc*********@r**.com |
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14802 |
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16000 |
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| Andrew Leonard - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx3 |
rbc*********@r**.com |
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14802 |
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16000 |
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| Raymond James |
1000 Connecticut Ave NW, Washington, DC 20036 |
|
85541xxxx0 |
aar************@r***********.com |
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17474 |
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18000 |
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| Merrill Lynch Financial Advisor Joseph T Coliton |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx2 |
ann********@m*.com |
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| Seested Partners - UBS Financial Services Inc. |
1501 K St NW 11th Floor, Washington, DC 20005 |
|
20294xxxx0 |
abc*******@u**.com |
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| Janney Montgomery Scott LLC |
1255 23rd St NW #810, Washington, DC 20037 |
|
20295xxxx0 |
aal******@j*****.com |
5 |
1 |
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| The Legg Wealth Management Group - Morgan Stanley |
1747 Pennsylvania Avenue NW Suite 700, Washington, DC 20006 |
|
20229xxxx0 |
acm***********@m************.com |
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| Wharf Financial |
639 Water St SW, Washington, DC 20024 |
|
88825xxxx9 |
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1 |
1 |
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| Merrill Lynch Financial Advisor George L Balboa |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx2 |
ban********************@m*.com |
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| Dickinson J Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1220 19th St NW Ste 205, Washington, DC 20036 |
|
20229xxxx7 |
dic***************@a***.com |
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270 |
|
275 |
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| Haffner Wealth Management Group - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx0 |
ade********@u**.com |
5 |
1 |
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| RBC Wealth Management Branch - Chevy Chase |
5425 Wisconsin Ave Suite 301, Chevy Chase, MD 20815 |
|
20240xxxx0 |
wms**********@r**.com |
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14802 |
|
16000 |
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| Feldman Financial Advisors |
1001 Connecticut Ave NW # 840, Washington, DC 20036 |
|
20246xxxx2 |
cfe*****@f***************.com |
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| Illumint by Kevin Mahoney, CFP® |
Wonder Bread Factory, 641 S St NW, Washington, DC 20001 |
|
|
10e*************************************@w*****************.com |
5 |
25 |
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133 |
|
144 |
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| Merrill Lynch Financial Advisor Pamela S.B. Wise |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx9 |
ban********************@m*.com |
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| Merrill Lynch Financial Advisor James M. Arrison IV |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx3 |
ban********************@m*.com |
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| Anibal Drelichman - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx0 |
joh*******@c*.rbcwealthmanagement |
|
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|
14820 |
|
16000 |
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| Hall Wealth Management Group |
228 S Washington St STE 120, Alexandria, VA 22314 |
|
70352xxxx5 |
inf*@h*****.com |
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| Brian McPherson - Raymond James |
1717 Pennsylvania Avenue NW Ste 1050, Washington, DC 20006 |
|
20287xxxx0 |
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| Merrill Lynch Financial Advisor Ronya A Corey |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx1 |
ban********************@m*.com |
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| Dale Wealth Management - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx8 |
ben*******************@u**.com |
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| Merrill Lynch Wealth Management Advisor Haywood G. Nobles |
1152 15th St NW Suite 6000, Washington, DC 20005 |
|
20265xxxx1 |
al_********@m*.com |
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| Susanne Nolan - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
70355xxxx6 |
wms**********@r**.com |
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|
14802 |
|
16000 |
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| Liberty Capitol Group - Morgan Stanley Private Wealth Advisors |
1747 Pennsylvania Avenue NW 7th Floor, Washington, DC 20006 |
|
20229xxxx9 |
acc**********@m************.com |
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| Merrill Lynch Financial Advisor Ronald Everett |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx9 |
ban********************@m*.com |
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| Merrill Lynch Financial Advisor Charles King |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx8 |
ban********************@m*.com |
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| Merrill Lynch Wealth Management |
730 12th St NW, Washington, DC 20005 |
|
20278xxxx1 |
|
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| CJM Wealth Advisers |
3110 Fairview Park Dr # 900, Falls Church, VA 22042 |
|
70342xxxx0 |
bak***@c*****.com |
|
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|
160 |
14 |
165 |
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| Raymond James & Associates |
1717 Pennsylvania Avenue NW Ste 1050, Washington, DC 20006 |
|
20287xxxx0 |
aar************@r***********.com |
|
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|
17474 |
|
18000 |
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| Rob Holmes - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
54072xxxx0 |
rbc*********@r**.com |
|
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|
14802 |
|
16000 |
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|
| Merrill Lynch Financial Advisor George W. Seals, Jr. |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx9 |
ban********************@m*.com |
|
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|
| Platinum Bridge Wealth Strategies |
1200 G St NW suite 844, Washington, DC 20005 |
|
20287xxxx7 |
ant****@p*******************.com |
5 |
1 |
|
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|
301 |
|
305 |
|
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|
| Merrill Lynch Financial Advisor Colleen Shepard |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx7 |
ban********************@m*.com |
|
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| The Global Wealth Management Group of Raymond James |
2 Wisconsin Cir Ste 930, Chevy Chase, MD 20815 |
|
30165xxxx0 |
|
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| Northwestern Mutual |
1801 K St NW Ste 210, Washington, DC 20006 |
|
20240xxxx2 |
ade********@n*.com |
4 |
4 |
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| Merrill Lynch Financial Advisor John Maguire Heckler |
1800 K St NW, Washington, DC 20006 |
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20265xxxx7 |
ann********@m*.com |
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| Bessemer Trust Private Wealth Management Washington DC |
900 17th St NW Suite 1000, Washington, DC 20006 |
|
20265xxxx0 |
Leg**@B*******.com |
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| ABG Wealth Management - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx1 |
ben*******************@u**.com |
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| Mary Mathias - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx4 |
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| Brock Van Selow - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx3 |
ben*******************@u**.com |
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| Merrill Lynch Financial Advisor Andrew J. Sheridan |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx4 |
and**************@m*.com |
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| Holidae Hayes - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx3 |
bre***********@u**.com |
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| Liberty Capitol Group - Private Wealth Management - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20265xxxx0 |
ben*******************@u**.com |
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| Merrill Lynch Financial Advisor Seun G Olojola |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx3 |
bri************@b***.com |
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| Colleen Gormley - RBC Wealth Management |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx0 |
col************@r**.com |
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| Rock Creek Wealth Planners & Advisors |
8607 Cedar St, Silver Spring, MD 20910 |
|
20289xxxx0 |
inf*@r**************.com |
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175 |
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180 |
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| SKF Group - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20265xxxx0 |
abc***@u**.com |
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| Diane Cabrales - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
70334xxxx6 |
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| Matthew Robertson - TIAA Wealth Management Advisor |
601 13th St NW Suite 700 N, Washington, DC 20005 |
|
80084xxxx8 |
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| Awad Morgan - Financial Advisor, Ameriprise Financial Services, LLC |
1001 Connecticut Ave NW Ste 630, Washington, DC 20036 |
|
20275xxxx4 |
awa**********@a***.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Marie Mattes |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx0 |
ann********@m*.com |
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| Monument Wealth Management |
1940 Duke St Suite 6100, Alexandria, VA 22314 |
|
70350xxxx0 |
a_d******@m***********************.com |
4.8 |
26 |
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1549 |
26 |
1500 |
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| Northern Trust |
800 Connecticut Ave NW Suite 200, Washington, DC 20006 |
|
20230xxxx0 |
ams*************@n***.com |
3.8 |
4 |
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9139 |
|
9600 |
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| The Wright-Nichols Wealth Management Group - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx7 |
ben*******************@u**.com |
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| Beltway Wealth Management - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx1 |
ben*******************@u**.com |
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| Oliver Crandall - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx7 |
rbc*********@r**.com |
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14802 |
|
16000 |
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| New Level Investment Management, LLC |
305 Whittier St NW, Washington, DC 20012 |
|
20252xxxx9 |
|
5 |
5 |
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| Merrill Lynch Private Wealth Advisor Timothy F Veith |
1152 15th St NW Suite 6000, Washington, DC 20005 |
|
20265xxxx2 |
ann********@m*.com |
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| Warner Moore - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx7 |
abc*******@u**.com |
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| Black Pearl Wealth Management Group |
2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037 |
|
20266xxxx3 |
tam**********@r**.com |
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| Goldman Sachs & Co |
101 Constitution Ave. NW #1000e, Washington, DC 20001 |
|
20263xxxx0 |
aar***********@g***********.com |
1.9 |
12 |
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263968 |
|
306000 |
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| Omega Wealth Management |
4501 Fairfax Dr Suite 602, Arlington, VA 22203 |
|
70338xxxx9 |
and***@o********************.com |
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36 |
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| Merrill Lynch Financial Advisor Mary Robinson Carter |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx2 |
ann********@m*.com |
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| Merrill Lynch Financial Advisor Robert Howe |
1800 K St NW, Washington, DC 20006 |
|
20242xxxx8 |
and*************@m*.com |
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| Farr Miller & Washington |
1020 19th St NW, Washington, DC 20036 |
|
20253xxxx0 |
aga****@f*********.com |
5 |
2 |
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558 |
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| CSG Capital Partners of Janney Montgomery Scott |
1255 23rd St NW #810, Washington, DC 20037 |
|
88822xxxx6 |
adi******@j*****.com |
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45 |
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| UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx0 |
aar*******@u**.com |
5 |
1 |
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|
229420 |
|
242000 |
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| Katz-Moses Financial |
420 Oneida Pl NW, Washington, DC 20011 |
|
|
and***@k*****************.com |
5 |
6 |
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| Merrill Lynch Financial Advisor Joseph Accurso |
1800 K St NW, Washington, DC 20006 |
|
20265xxxx7 |
ann********@m*.com |
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| Alizeh Afzal - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
78658xxxx3 |
wms**********@r**.com |
|
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|
14802 |
|
16000 |
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| SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA |
8229 Boone Blvd Suite 760, Vienna, VA 22182 |
|
70331xxxx5 |
ali***@s********.global |
5 |
10 |
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5 |
13 |
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1100 |
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| Howe Wealth Management - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx2 |
ben*******************@u**.com |
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| Investment Adviser Association |
818 Connecticut Ave NW #600, Washington, DC 20006 |
|
20229xxxx2 |
ala*********@i****************.org |
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| Daniel J. Shannahan - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20265xxxx5 |
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| Merrill Lynch Financial Advisor Michael B Cunningham |
1800 K St NW, Washington, DC 20006 |
|
20286xxxx4 |
ann********@m*.com |
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| Liberty Capitol Group - Institutional Consulting - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
|
20258xxxx8 |
bre***********@u**.com |
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| Potomac Wealth Management Inc. |
950 N Washington St #238, Alexandria, VA 22314 |
|
20229xxxx7 |
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| Merrill Lynch Financial Advisor William P Milby |
1800 K St NW, Washington, DC 20006 |
|
20286xxxx3 |
ann********@m*.com |
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| Merrill Lynch Financial Advisor Henry Asemota |
1800 K St NW, Washington, DC 20006 |
|
21223xxxx8 |
bro*********@m*.com |
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| XNE Financial Advising, LLC |
|
|
20284xxxx3 |
com***********@x*********.com |
5 |
153 |
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|
4155 |
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| Loren L. Danielson - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx6 |
lor************@r**.com |
5 |
1 |
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| Edward Sturtevant - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx6 |
rbc*********@r**.com |
|
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|
14802 |
|
16000 |
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| Song Yi - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx2 |
rbc*********@r**.com |
|
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|
14802 |
|
16000 |
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| David Wealth Management, LLC |
8315 Lee Hwy #325, Fairfax, VA 22031 |
|
70356xxxx0 |
cjd****@d**********.com |
5 |
16 |
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| Washington Growth Strategies |
The Avenue, 2200 Pennsylvania Avenue NW #400, Washington, DC 20037 |
|
20250xxxx5 |
coe@w*************************.com |
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| Delancey Wealth Management |
20 F St NW, Washington, DC 20001 |
|
20250xxxx0 |
ijo*****@d*************.com |
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| The Capitol Wealth Management Group - Morgan Stanley |
1747 Pennsylvania Ave NW, Washington, Dc 20006 |
|
20229xxxx0 |
acc**********@m************.com |
|
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| Ayanna Financial, LLC |
2001 L St NW, Washington, DC 20036 |
|
20284xxxx0 |
|
5 |
5 |
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| Rockefeller Financial |
900 17th St NW #603, Washington, DC 20006 |
|
20271xxxx0 |
aab******@r*****.com |
3 |
2 |
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| Quantum Financial Advisors |
1633 Q St NW #230, Washington, DC 20009 |
|
20295xxxx1 |
alo**@q*****.com |
5 |
1 |
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| Tammy Haygood - RBC Wealth Management Financial Advisor |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
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20266xxxx3 |
joh*******@c*.rbcwealthmanagement |
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14820 |
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16000 |
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| Merrill Lynch Financial Advisor Terrence L Frederick |
1800 K St NW, Washington, DC 20006 |
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20265xxxx3 |
ban********************@m*.com |
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| John A. Aras - UBS Financial Services Inc. |
1501 K St NW #1100, Washington, DC 20005 |
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20258xxxx2 |
ben*******************@u**.com |
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| Charles Schwab |
1845 K St NW, Washington, DC 20006 |
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20253xxxx0 |
app*******************@s*****.com |
3.4 |
7 |
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