| Merrill Lynch Financial Advisor Dawn M Maslar |
4811 Gaillardia Pkwy, Oklahoma City, OK 73142 |
|
40575xxxx7 |
ale*********@m*.com |
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| Oliver Rt Investments |
101 N Robinson Ave STE 900, Oklahoma City, OK 73102 |
|
40523xxxx0 |
kar**@o****************.com |
5 |
1 |
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| Shepherd Wealth Advisory |
869 E 33rd St, Edmond, OK 73013 |
|
40593xxxx5 |
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| Merrill Lynch Financial Advisor Shaena L Carter |
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102 |
|
40527xxxx9 |
ale*********@m*.com |
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| Betty Parkerson - Morgan Stanley |
6305 Waterford Blvd Ste 240, Oklahoma City, OK 73118 |
|
58031xxxx7 |
ade***********@m************.com |
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| Align Wealth Management : Financial Planners, Wealth Retirement |
13921 Quail Pointe Dr, Oklahoma City, OK 73134 |
|
40560xxxx0 |
ali**@a************.com |
4.5 |
6 |
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18775 |
20 |
20000 |
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| David Thielke Thrivent Financial |
1000 W Wilshire Blvd #338, Oklahoma City, OK 73116 |
|
40541xxxx3 |
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| Capital Asset Management, Inc. |
3636 N Roff Ave, Oklahoma City, OK 73112 |
|
40594xxxx3 |
adm**@c*********.com |
4.2 |
5 |
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889 |
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890 |
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| Staton Financial Group Inc. |
709 SW 119th St, Oklahoma City, OK 73170 |
|
40573xxxx2 |
inf*@s*******************.com |
5 |
83 |
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| Hughes Warren Inc. |
16350 Muirfield Pl, Edmond, OK 73013 |
|
40541xxxx0 |
cas***@h***********.com |
4 |
3 |
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| Merrill Lynch Financial Advisor S. Keith Klem |
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102 |
|
40527xxxx3 |
ale*********@m*.com |
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| Northwestern Mutual - TS Financial |
6301 Waterford Blvd Suite 440, Oklahoma City, OK 73118 |
|
71933xxxx9 |
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4.3 |
6 |
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| Merrill Lynch Financial Advisor Linda Kissler |
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102 |
|
40527xxxx9 |
ale*********@m*.com |
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| Dominion Capital Management, LLC |
1900 Northwest Expy #410, Oklahoma City, OK 73118 |
|
40540xxxx0 |
joh*******@d***************.com |
1 |
1 |
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69 |
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| Auric Road Wealth Management |
9150 N. MAY AVE, Suite B, OKLAHOMA CITY, OK 73120 |
|
40525xxxx3 |
She***********@A**********.com |
5 |
3 |
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| Freeman Financial Group |
14003B Quail Springs Pkwy, Oklahoma City, OK 73134 |
|
40534xxxx3 |
bi**@f***********************.com |
3 |
2 |
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151 |
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| Full Sail Capital |
124 NW 10th St, Oklahoma City, OK 73103 |
|
40528xxxx0 |
scr*****@f**************.com |
4.2 |
5 |
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| Gasbarra Wealth Management of Raymond James |
3121 Quail Springs Pkwy Suite 110, Oklahoma City, OK 73134 |
|
40554xxxx5 |
aar************@r***********.com |
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17482 |
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18000 |
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| Ethan Hulme - Thrivent |
1616 E 19th St Suite#102, Edmond, OK 73013 |
|
34779xxxx1 |
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| Woodmen Financial Resources, LLC |
2601 Northwest Expy # 510W, Oklahoma City, OK 73112 |
|
40584xxxx9 |
inf*@w***************.net |
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| BCR Private Wealth Resources |
211 N Robinson Ave #1490, Oklahoma City, OK 73102 |
|
41784xxxx8 |
bro****@p**********.com |
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| Olive Branch Wealth Management, LLC |
2256 NW 164th St Suite 2, Edmond, OK 73013 |
|
40599xxxx6 |
bde***@o******.com |
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| OKC Home Realty Services |
2532 W I 44 Service Rd, Oklahoma City, OK 73112 |
|
40523xxxx0 |
exx@y*********************.com |
4.3 |
243 |
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4.6 |
31 |
1264 |
2 |
1200 |
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| F.I.G. Financial Advisory Services, Inc |
14642 Bogert Pkwy, Oklahoma City, OK 73134 |
|
40584xxxx6 |
chr*********@f***********.com |
5 |
2 |
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| Retirement Solutions, LLC |
9909 S Pennsylvania Ave, Oklahoma City, OK 73159 |
|
40570xxxx0 |
bra*@r********************.com |
4.3 |
11 |
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| Wymer Brownlee Wealth Strategies |
13900 Portland Ave Ste 210, Oklahoma City, OK 73134 |
|
40574xxxx0 |
aar*********@w************.com |
4 |
4 |
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1279 |
3 |
1303 |
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| Edward Jones - Financial Advisor: Lacie R McCumber, CFP®|AAMS™ |
5115 N Shartel Ave, Oklahoma City, OK 73118 |
|
40576xxxx2 |
a.j*********@e**********.com |
5 |
1 |
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270 |
4 |
275 |
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| Redstone Wealth Management |
3404 NW 135th St, Oklahoma City, OK 73120 |
|
40584xxxx3 |
c18*****************************@s*****.wixpress |
5 |
1 |
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96 |
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| Anthem Capital |
3000 W Memorial Rd Ste 604, Oklahoma City, OK 73120 |
|
80057xxxx8 |
inv***@a*******.com |
5 |
2 |
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790 |
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914 |
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| T Kevin Jackson - Morgan Stanley |
6305 Waterford Blvd STE 240, Oklahoma City, OK 73118 |
|
58054xxxx4 |
acm***********@m************.com |
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| The Mettise Group |
2123 N Classen Blvd, Oklahoma City, OK 73106 |
|
40521xxxx0 |
3d@m******.com |
5 |
17 |
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1201 |
18 |
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| Stifel |
6301 Waterford Blvd #300, Oklahoma City, OK 73118 |
|
40584xxxx2 |
abb****@s*****.com |
1 |
1 |
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4740 |
|
5200 |
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| Exencial Wealth Advisors |
9108 N Kelley Ave, Oklahoma City, OK 73131 |
|
40547xxxx1 |
abe****@e*************.com |
3 |
2 |
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8 |
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12 |
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| Triton Wealth Advisors, LLC |
14614 Bogert Pkwy, Oklahoma City, OK 73134 |
|
40569xxxx0 |
aos***@t*******.com |
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137 |
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141 |
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| Choice Financial Services |
13100 N MacArthur Blvd, Oklahoma City, OK 73142 |
|
40584xxxx0 |
abi****@c**************.com |
3 |
4 |
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5 |
37 |
340 |
3 |
352 |
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| Hancuff Wealth Management Group |
2964 Via Esperanza, Edmond, OK 73013 |
|
40585xxxx6 |
aar************@r***********.com |
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17482 |
|
18000 |
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| Edward Jones - Financial Advisor: Dustin Williams, AAMS™|CRPC™ |
16412 Muirfield Pl Suite A, Edmond, OK 73013 |
|
40575xxxx3 |
a.j*********@e**********.com |
5 |
2 |
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73 |
3 |
76 |
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| Trust Company of Oklahoma |
6305 Waterford Blvd # 450, Oklahoma City, OK 73118 |
|
40584xxxx1 |
abb***********@t******.com |
3.7 |
6 |
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231 |
11 |
262 |
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| Edward Jones - Financial Advisor: Nate Geist, CFP® |
14618 Bogert Pkwy, Oklahoma City, OK 73134 |
|
40575xxxx9 |
a.j*********@e**********.com |
5 |
2 |
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87446 |
|
100000 |
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| Everson Wealth Management |
3030 Northwest Expy suite 200, Oklahoma City, OK 75080 |
|
40528xxxx8 |
ana***@g****.com |
4.8 |
6 |
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5 |
10 |
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61 |
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| Distinct Wealth Management |
14604 Bogert Pkwy, Oklahoma City, OK 73134 |
|
40556xxxx4 |
dis***********@l**.com |
5 |
5 |
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47 |
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| Retirement Planners of America |
3030 Northwest Expy Suite 300, Oklahoma City, OK 73118 |
|
40539xxxx0 |
bi**@r***.com |
4.9 |
20 |
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| Edelman Financial Engines |
1601 Northwest Expy Suite 1525, Oklahoma City, OK 73118 |
|
83375xxxx3 |
aar**@e**********************.com |
5 |
2 |
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|
18775 |
20 |
20000 |
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| Apex Financial Solutions |
5560A NW 72nd St, Warr Acres, OK 73132 |
|
40584xxxx0 |
|
3.4 |
5 |
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| Redrock Wealth Advisors |
3424 NW 178th St, Edmond, OK 73012 |
|
40592xxxx3 |
aar************@r***********.com |
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|
17483 |
|
18000 |
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| Merrill Lynch Financial Advisor Habib H Yousefzadeh |
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102 |
|
40527xxxx2 |
ale*********@m*.com |
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| The Holland Newby Group - Morgan Stanley |
6305 Waterford Blvd STE 240, Oklahoma City, OK 73118 |
|
40584xxxx6 |
acc**********@m************.com |
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| Venturi Private Wealth |
11600 Broadway Ext Suite 200, Oklahoma City, OK 73114 |
|
40525xxxx6 |
aah**@v**********************.com |
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| Clark Jolley - Northwestern Mutual |
6301 Waterford Blvd Suite 440, Oklahoma City, OK 73118 |
|
40584xxxx1 |
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| Retirement Investment Advisors |
2925 United Founders Blvd, Oklahoma City, OK 73112 |
|
40584xxxx3 |
ale**@t****************.com |
5 |
4 |
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|
806 |
7 |
856 |
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| CAPTRUST |
6305 Waterford Blvd # 120, Oklahoma City, OK 73118 |
|
40581xxxx0 |
inf*@c*******.com |
|
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|
441 |
62 |
563 |
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| Merrill Lynch Financial Advisor Nick Wu |
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102 |
|
40527xxxx6 |
ale*********@m*.com |
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| The Red River Group |
6301 Waterford Blvd., Suite 401, Oklahoma City, OK 73118 |
|
40584xxxx3 |
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| Edzards & Cromling Group - UBS Financial Services Inc. |
4801 Gaillardia Pkwy Suite 100, Oklahoma City, OK 73142 |
|
40530xxxx2 |
abc*******@u**.com |
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| Oklahoma Capital Advisors |
1900 Northwest Expy STE 1450, Oklahoma City, OK 73118 |
|
40587xxxx6 |
dab***@b*********.com |
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| OKC Investment Advisors |
Suite 430-C, 3545 NW 58th St, Oklahoma City, OK 73112 |
|
40547xxxx5 |
c18*****************************@s*****.wixpress |
5 |
1 |
|
|
4.2 |
6 |
41 |
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45 |
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| Hall Capital |
9225 Lake Hefner Pkwy, Oklahoma City, OK 73120 |
|
40523xxxx0 |
dxx****@h***********.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Bridgette Nicole Hundon |
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102 |
|
40527xxxx1 |
ale*********@m*.com |
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| Key Wealth Consulting Group - UBS Financial Services Inc. |
4801 Gaillardia Pkwy Suite 100, Oklahoma City, OK 73142 |
|
40530xxxx1 |
abc*******@u**.com |
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| Epic Wealth Management: |
6301 Waterford Blvd STE 102A, Oklahoma City, OK 73118 |
|
40525xxxx1 |
bru**@s*******************.com |
5 |
1 |
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| Northwestern Mutual - Oklahoma City |
6301 Waterford Blvd Suite 440, Oklahoma City, OK 73118 |
|
40584xxxx1 |
ama*********@n*.com |
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| Legacy Financial Advisors |
10005 N May Ave, Oklahoma City, OK 73120 |
|
40547xxxx0 |
bxx*****@l***************.com |
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| Advance Financial Lighthouse, Inc. |
4334 Northwest Expy Suite #268, Oklahoma City, OK 73116 |
|
40584xxxx0 |
ari****@f******************.net |
5 |
2 |
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| Morgan Stanley Financial Advisors |
6305 Waterford Blvd STE 240, Oklahoma City, OK 73118 |
|
40584xxxx6 |
acm***********@m************.com |
5 |
1 |
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| Raymond James Financial Services |
6501 Tinker Diagonal, Midwest City, OK 73110 |
|
40573xxxx6 |
aar************@r***********.com |
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17475 |
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18000 |
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| Commonwealth Capital Management LLC |
4700 Gaillardia Pkwy, Oklahoma City, OK 73142 |
|
40541xxxx4 |
and***@c**********.com |
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| Excelsior Wealth Management of Raymond James |
1101 N Broadway Ave Ste 200, Oklahoma City, OK 73103 |
|
40554xxxx0 |
aar************@r***********.com |
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17483 |
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18000 |
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| Pinnacle Financial Advisors |
1000 W Wilshire Blvd, Ste 338, Oklahoma City, OK 73116-7031 |
|
40541xxxx3 |
abc*******@t*******.com |
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336 |
3 |
349 |
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| Merrill Lynch Wealth Management |
4811 Gaillardia Pkwy, Oklahoma City, OK 73142 |
|
40575xxxx0 |
ale*********@m*.com |
5 |
1 |
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| Founded Wealth Management |
4801 Gaillardia Pkwy Suite 200, Oklahoma City, OK 73142 |
|
40596xxxx0 |
aar************@r***********.com |
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17481 |
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18000 |
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| Merit Advisors, Inc |
121 NE 50th St, Oklahoma City, OK 73105 |
|
80074xxxx2 |
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| The Roche Group Wealth Advisors |
13104 N MacArthur Blvd Suite B, Oklahoma City, OK 73142 |
|
40521xxxx5 |
inf*@r**********.com |
5 |
2 |
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341 |
11 |
373 |
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| Founded Wealth Planning |
4801 Gaillardia Pkwy Suite 200, Oklahoma City, OK 73142 |
|
40596xxxx0 |
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| Asset Management Advisors |
6307 Waterford Blvd STE 200, Oklahoma City, OK 73118 |
|
40584xxxx1 |
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| Epic Wealth Management: |
6301 Waterford Blvd, Oklahoma City, Ok 73118 |
|
40525xxxx1 |
bcb@s*******************.com |
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| Athletes Advantage Financial - Northwestern Mutual |
6301 Waterford Blvd Suite 440, Oklahoma City, OK 73118 |
|
40584xxxx4 |
phi**************@n*.com |
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| Tom Johnson Investment Management |
201 Robert S Kerr Ave # 510, Oklahoma City, OK 73102 |
|
40523xxxx1 |
bbo****@t***.com |
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| Perissos Private Wealth Management |
4107 N Council Rd BLD A2, Bethany, OK 73008 |
|
40521xxxx0 |
bra****@p********************.com |
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237 |
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| Castlepoint Wealth Advisors |
7308 N Classen Blvd, Oklahoma City, OK 73116 |
|
40570xxxx6 |
dxx***@c****************.com |
5 |
9 |
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| Capstone Financial Group |
14614 Bogert Pkwy, Oklahoma City, OK 73134 |
|
40584xxxx6 |
and***@c***********.com |
5 |
1 |
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137 |
|
141 |
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| Susan E. Penney / Penney Wise Wealth Advisor / Financial Advisor |
10900 Hefner Pointe Dr #302, Oklahoma City, OK 73120 |
|
40541xxxx9 |
sus**@p***********.com |
5 |
1 |
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| Windle Wealth |
5740 NW 132nd St, Oklahoma City, OK 73142 |
|
40526xxxx2 |
all*@w***********.com |
5 |
4 |
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3838 |
26 |
3800 |
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| Oklahoma City, OK Private Wealth Management - UBS Financial Services Inc. |
4801 Gaillardia Pkwy Building C, Suite 100, Oklahoma City, OK 73142 |
|
80085xxxx6 |
ade*********@u**.com |
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| Nithman Financial Group |
13919 Quail Pointe Dr, Oklahoma City, OK 73134 |
|
40576xxxx0 |
and***@n********************.com |
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| Summit Consultants, LLC |
1900 Northwest Expy #410, Oklahoma City, OK 73118 |
|
40563xxxx4 |
gwi******@s*******.com |
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| Legacy Investment Services Inc |
1900 Northwest Expy # 550, Oklahoma City, OK 73118 |
|
40560xxxx2 |
|
1 |
2 |
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| Fifth Avenue Wealth Management |
14033 N Eastern Ave, Edmond, OK 73013 |
|
40528xxxx0 |
|
5 |
1 |
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| Cornerstone Wealth Management |
869 E 33rd St, Edmond, OK 73013 |
|
40576xxxx1 |
jas**@l***.net |
5 |
2 |
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5 |
5 |
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229 |
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| Logan Wright - Financial Advisor, Ameriprise Financial Services, LLC |
5400 N Grand Blvd Ste 410, Oklahoma City, OK 73112 |
|
40594xxxx6 |
log*********@a***.com |
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103 |
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| Gorton Financial Group |
7814 S Pennsylvania Ave, Oklahoma City, OK 73159 |
|
40568xxxx3 |
je**@g**************.com |
5 |
3 |
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141 |
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| Raymond James Financial Services |
5100 N Classen Blvd #405, Oklahoma City, OK 73118 |
|
40585xxxx6 |
aar************@r***********.com |
2 |
1 |
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17475 |
|
18000 |
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| LIG Capital Management |
3503 NW 63rd St # 100, Oklahoma City, OK 73116 |
|
40546xxxx4 |
chr**@l*****.com |
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| Main Street Advisors |
13920 N Western Ave, Edmond, OK 73013 |
|
40528xxxx6 |
bob**@m*****.com |
3.7 |
3 |
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3087 |
22 |
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| Reuter James Wealth Management |
5025 Gaillardia Corporate Pl, Oklahoma City, OK 73142 |
|
40525xxxx0 |
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| Burnett Financial Group |
2569 S Kelly Ave, Edmond, OK 73013 |
|
40534xxxx5 |
cha****@b********.net |
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1 |
1 |
| Gibraltar Capital Management Inc |
1114 N Walker Ave Ste 1, Oklahoma City, OK 73103 |
|
91849xxxx9 |
cro******@g********.com |
|
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92 |
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| Tungsten Wealth Management |
15816 N Pennsylvania Ave Ste #1, Edmond, OK 73013 |
|
40590xxxx8 |
dir***@t*************.com |
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| Well Preserved Advisory Group |
4800 N Mayfair Dr, Oklahoma City, OK 73112 |
|
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4 |
4 |
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| Edward Jones - Financial Advisor: Logan K Wehling |
13166 N MacArthur Blvd Suite A, Oklahoma City, OK 73142 |
|
40538xxxx0 |
a.j*********@e**********.com |
|
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110 |
2 |
111 |
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| Merrill Lynch Financial Advisor Alain Verhille |
4811 Gaillardia Pkwy, Oklahoma City, OK 73142 |
|
40575xxxx5 |
ale*********@m*.com |
|
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| Sri Jonnada, Financial Advisor - Journey Financial Strategies |
10416 Greenbriar Pkwy Suite B, Oklahoma City, OK 73159 |
|
40532xxxx7 |
con****@j***************.com |
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| MGM Capital Partners, LLC |
1000 W Wilshire Blvd, Oklahoma City, OK 73116 |
|
40582xxxx0 |
inf*@m*********.com |
|
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|
5 |
25 |
20791 |
5 |
20000 |
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| Tim Grantham - RBC Wealth Management Branch Director |
6301 Waterford Blvd Ste 401, Oklahoma City, OK 73118 |
|
40584xxxx3 |
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| Credent Wealth Management |
5700 NW 130th St Ste 1, Oklahoma City, OK 73142 |
|
40547xxxx9 |
all**@c************.com |
5 |
3 |
|
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|
349 |
|
389 |
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| Bluecrest Financial Alliances - Oklahoma |
1300 N Walker Ave Suite 200, Oklahoma City, OK 73103 |
|
40548xxxx0 |
aep***@f*************.com |
4.5 |
8 |
|
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|
587 |
54 |
621 |
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| J.P. Morgan Private Bank |
210 Park Ave Suite 2725, Oklahoma City, OK 73102 |
|
40523xxxx6 |
abc***@j*******.com |
|
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|
90045 |
|
115000 |
|
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| Cue Financial of Oklahoma |
4141 Northwest Expy #140, Oklahoma City, OK 73116 |
|
40587xxxx5 |
|
4.7 |
3 |
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| Capital Asset Management |
3636 N Roff Ave, Oklahoma City, OK 73112 |
|
40594xxxx3 |
adm**@c*********.com |
4.2 |
5 |
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| Humphreys Capital |
1801 Wheeler St Suite 300, Oklahoma City, OK 73108 |
|
40522xxxx0 |
ale******@h***************.com |
|
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|
700 |
4 |
759 |
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|
| RJ Paquet - RBC Wealth Management Financial Advisor |
6301 Waterford Blvd Suite 401, Oklahoma City, OK 73118 |
|
40584xxxx8 |
wms**********@r**.com |
|
|
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|
14777 |
|
16000 |
|
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|
| Edward Jones - Financial Advisor: Seth Park |
12460 St Andrews Dr STE B, Oklahoma City, OK 73120 |
|
40575xxxx2 |
a.j*********@e**********.com |
5 |
1 |
|
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|
|
87318 |
|
99000 |
|
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|
| Scissortail Resource Group, LLC |
525 NW 13th St Ste: 5, Oklahoma City, OK 73103 |
|
40557xxxx8 |
con****@s*********.com |
4.4 |
7 |
|
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108 |
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129 |
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| JM2 Capital - Business Consulting & Wealth Management |
16340 Muirfield Pl, Edmond, OK 73013 |
|
40528xxxx8 |
bja*****@j*********.com |
5 |
2 |
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| Arrow Investment Management |
3030 Northwest Expy Suite 300, Oklahoma City, OK 73112 |
|
40550xxxx8 |
doe****@a************************.com |
5 |
2 |
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192 |
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| T.S. Phillips Investments, Inc. |
3401 NW 63rd St #500, Oklahoma City, OK 73116 |
|
40594xxxx3 |
inf*@t********.com |
5 |
3 |
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| MidFirst Bank |
1201 W Vandament Ave, Yukon, OK 73099 |
|
40527xxxx2 |
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| Journey Financial Strategies |
10416 Greenbriar Pkwy Suite B, Oklahoma City, OK 73159 |
|
40532xxxx7 |
eri*@j***************.com |
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| Drew Self - Financial Advisor, Ameriprise Financial Services, LLC |
3030 Northwest Expy Ste 1400, Oklahoma City, OK 73112 |
|
40560xxxx4 |
aly**********@a***.com |
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115 |
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113 |
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| Merrill Lynch Financial Advisor Jeff W McDonald |
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102 |
|
40527xxxx6 |
ale*********@m*.com |
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| Bill Piazza - RBC Wealth Management Financial Advisor |
6301 Waterford Blvd Suite 401, Oklahoma City, OK 73118 |
|
21477xxxx1 |
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17 |
2 |
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| Matthew Hechtner - Financial Advisor, Ameriprise Financial Services, LLC |
3030 NW Expressway, Ste 1400, Oklahoma City, OK 73112 |
|
40560xxxx4 |
aly**********@a***.com |
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115 |
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113 |
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| Edward Jones - Financial Advisor: John Lee, AAMS™ |
1116 Classen Dr, Oklahoma City, OK 73103 |
|
40556xxxx1 |
a.j*********@e**********.com |
5 |
1 |
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188 |
5 |
186 |
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| Gaddis Premier Wealth Advisors |
Stoney Creek Office Park, 8524 S Western Ave # 106, Oklahoma City, OK 73139 |
|
40570xxxx8 |
dav******@g************.com |
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353 |
38 |
406 |
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| Sigmon Wealth Management |
825 Wall St, Norman, OK 73069 |
|
40532xxxx4 |
joh********@l**.com |
5 |
6 |
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| Advisory Group |
5909 Northwest Expy Suite 165, Oklahoma City, OK 73132 |
|
40572xxxx9 |
adm**@g*********.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Justin Covey |
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102 |
|
40527xxxx1 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Kyle Sanders |
4811 Gaillardia Pkwy, Oklahoma City, OK 73142 |
|
40575xxxx4 |
ale*********@m*.com |
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| Gaddis Premier Wealth Advisors |
Inside CFCU Building, 4141 Northwest Expy Suite 150, Oklahoma City, OK 73116 |
|
40581xxxx7 |
dav******@g************.com |
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353 |
38 |
406 |
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| Table Investments |
1316 S Youngs Blvd, Oklahoma City, OK 73108 |
|
|
aly***@t****.investments |
4.7 |
148 |
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1182 |
45 |
1200 |
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| Westside Investment Management, Inc. |
10900 Hefner Pointe Dr Suite 502, Oklahoma City, OK 73120 |
|
40528xxxx3 |
abe@w*********.com |
|
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383 |
|
384 |
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| Edward Jones - Financial Advisor: Kent Coleman |
6805 N Classen Blvd, Suite C, Oklahoma City, OK 73116 |
|
40584xxxx0 |
acc**********@e**********.com |
5 |
1 |
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87318 |
|
99000 |
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| HTS Commodities, a Division of HilltopSecurities |
4811 Gaillardia Pkwy Suite 105, Oklahoma City, OK 73142 |
|
40530xxxx0 |
aar**************@h****************.com |
5 |
3 |
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| Caption Partners |
499 W Sheridan Ave Suite 2250, Oklahoma City, OK 73102 |
|
34779xxxx1 |
and***@c**************.com |
3.7 |
3 |
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| Kyle Louis Williams - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3030 Northwest Expy Ste 1400, Oklahoma City, OK 73112 |
|
40560xxxx4 |
aly**********@a***.com |
|
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115 |
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113 |
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| Cornerstone Wealth Services OKC |
2908 Via Esperanza, Edmond, OK 73013 |
|
40521xxxx2 |
car**********@l**.com |
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| Baker Asset Management |
1601 Northwest Expy # 1710, Oklahoma City, OK 73118 |
|
40541xxxx1 |
inf*@b************.com |
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| Buchanan Capital Management, LLC |
1000 W Wilshire Blvd #362, Oklahoma City, OK 73116 |
|
40522xxxx0 |
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| Cornerstone Capital Management |
2451 S Kelly Ave Suite #150, Edmond, OK 73013 |
|
40544xxxx7 |
jan***@o************.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Carter L Baumert |
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102 |
|
40527xxxx3 |
ale*********@m*.com |
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| Raymond James |
6307 Waterford Blvd Suite 210, Oklahoma City, OK 73118 |
|
40584xxxx3 |
aar************@r***********.com |
|
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|
17482 |
|
18000 |
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| Williams, Self & Associates - Ameriprise Financial Services, LLC |
3030 Northwest Expy Ste 1400, Oklahoma City, OK 73112 |
|
40560xxxx4 |
dns*****@a***.com |
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| Heartland Wealth Management |
3411 W Rock Creek Rd Suite 100, Norman, OK 73072 |
|
40556xxxx1 |
bla***********@h**********.com |
5 |
3 |
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35 |
|
53 |
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| McGuire Capital Management |
10336 S Pennsylvania Ave, Oklahoma City, OK 73159 |
|
40553xxxx7 |
jac**@m*********.com |
5 |
3 |
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|
984 |
|
992 |
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| Edward Jones - Financial Advisor: Brett A Thompson, CFP® |
17300 N May Ave Suite B, Edmond, OK 73012 |
|
40534xxxx5 |
a.j*********@e**********.com |
5 |
14 |
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157 |
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| Comprehensive Financial Plan |
2919 United Founders Blvd., Oklahoma City, OK 73112 |
|
40587xxxx7 |
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| PlanGroup Financial, Inc. |
6 NE 63rd St #240, Oklahoma City, OK 73105 |
|
40584xxxx9 |
and****@p********.com |
|
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|
189 |
|
213 |
|
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| Fidelity Investments |
1125 NW 63rd St Suite A, Nichols Hills, OK 73116 |
|
83365xxxx7 |
aar******@f*******.com |
3 |
8 |
|
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|
329113 |
|
353000 |
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| Credent Wealth Management - Oklahoma City Fee-Only Financial Planner |
5700 NW 130th St Suite 1, Oklahoma City, OK 73142 |
|
40547xxxx9 |
bra*********@c************.com |
5 |
3 |
|
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|
349 |
|
389 |
|
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| D M Wealth Management Inc |
309 E Main St, Norman, OK 73069 |
|
40532xxxx4 |
dan**************@g****.com |
5 |
2 |
|
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|
249 |
143 |
260 |
|
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| Charles Schwab |
13710 N Pennsylvania Ave #2, Oklahoma City, OK 73134 |
|
40577xxxx0 |
car********@s*****.com |
3.7 |
20 |
|
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|
| The Taylor Hart Group - Morgan Stanley |
6305 Waterford Blvd STE 240, Oklahoma City, OK 73118 |
|
40587xxxx4 |
acc**********@m************.com |
|
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| Providence Financial Group |
14604 Bogert Pkwy, Oklahoma City, OK 73134 |
|
40534xxxx1 |
ali*********@l**.com |
|
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| Ironhorse Investments & Estate Planning/ Steven D. Kaestner P.C. |
15401 N May Ave #500, Edmond, OK 73013 |
|
40584xxxx7 |
cre****@i**************.com |
4.3 |
6 |
|
|
5 |
23 |
218 |
|
232 |
|
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|
| Raymond James Financial Services, Inc. / Bob M. Neeley |
3030 Northwest Expy Suite 1450, Oklahoma City, OK 73112 |
|
40594xxxx1 |
|
1 |
1 |
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| TRIBUNE CAPITAL |
7 NE 6th St #030, Oklahoma City, OK 73104 |
|
40546xxxx2 |
|
1.3 |
3 |
|
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| True Harvest Wealth Management, LLC |
5700 NW 130th St Ste 2, Oklahoma City, OK 73142 |
|
40560xxxx6 |
aar**********@r***********.com |
5 |
1 |
|
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|
17481 |
|
18000 |
|
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|
| Merrill Lynch Financial Advisor Daniel Bruner |
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102 |
|
40527xxxx8 |
ale*********@m*.com |
|
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| Servo Wealth Management |
1000 W Wilshire Blvd Ste 315, Oklahoma City, OK 73116 |
|
40538xxxx2 |
eri*@s**********.com |
|
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|
| Investrust Wealth Management |
5100 N Classen Blvd Ste 620, Oklahoma City, OK 73118 |
|
40584xxxx7 |
con*******@i*********.com |
4.7 |
3 |
|
|
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|
293 |
40 |
295 |
|
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|
| Michael Grant - Raymond James |
7919 Mid America Blvd # 225, Oklahoma City, OK 73135 |
|
40545xxxx2 |
aar************@r***********.com |
|
|
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|
17475 |
|
18000 |
|
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|
| Kelly Thompson - Financial Advisor, Ameriprise Financial Services, LLC |
5400 N Grand Blvd, Ste 410, Oklahoma City, OK 73112 |
|
40594xxxx6 |
dns*****@a***.com |
5 |
1 |
|
|
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|
132700 |
|
134000 |
|
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|
| Chad Rother - Morgan Stanley |
6305 Waterford Blvd STE 240, Oklahoma City, OK 73118 |
|
58035xxxx0 |
acm***********@m************.com |
|
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|
| Wells Fargo Advisors |
211 N Robinson Ave STE 1600, Oklahoma City, OK 73102 |
|
40527xxxx9 |
ada*********@w*****************.com |
3.4 |
24 |
|
|
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|
188275 |
|
189000 |
|
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|
| Chisholm Trail Wealth Planning |
16364 Muirfield Pl Suite 150, Edmond, OK 73013 |
|
40534xxxx2 |
|
5 |
1 |
|
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| Wealth & Legacy Planning |
201 NW 63rd St, Oklahoma City, Ok 73116 |
|
40560xxxx2 |
|
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|
| Merrill Lynch Wealth Management |
211 N Robinson Ave Ste 1800, Oklahoma City, OK 73102 |
|
40527xxxx0 |
ale***********@m*.com |
|
79 |
|
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|
| Houston Financial - Northwestern Mutual |
6301 Waterford Blvd Ste 410, Oklahoma City, OK 73118 |
|
40587xxxx0 |
adm*******@c*****.com |
|
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| BOLT INVESTMENT GROUP LLC |
600 N Walker Ave Suite 102, Oklahoma City, OK 73102 |
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hba*****@b*****.com |
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| Merrill Lynch Financial Advisor Brad Kelly |
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102 |
|
40527xxxx2 |
ale*********@m*.com |
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| Adaptation Financial |
700 Cedar Lake Blvd, Oklahoma City, OK 73114 |
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80052xxxx7 |
ani*****@a******.com |
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5 |
15 |
117 |
28 |
141 |
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| Edward Jones - Financial Advisor: Tami Woodard, AAMS™ |
205 E Memorial Rd Suite 150, Oklahoma City, OK 73131 |
|
40535xxxx6 |
a.j*********@e**********.com |
4 |
2 |
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87318 |
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99000 |
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| Mariner |
1601 Northwest Expy #1850, Oklahoma City, OK 73118 |
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40535xxxx0 |
aar********@m********************.com |
5 |
1 |
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| Capital Advisors, Inc. |
1000 W Wilshire Blvd, Oklahoma City, OK 73116 |
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86623xxxx9 |
abr***@c*********.com |
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| Wilshire-Pennington Group Inc |
3129 NW 63rd St, Oklahoma City, OK 73116 |
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80026xxxx5 |
dan**@w******************.com |
4.2 |
5 |
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| Merrill Lynch Financial Advisor Stephen Grimes |
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102 |
|
40527xxxx2 |
ale*********@m*.com |
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| Raymond James & Associates |
1101 N Broadway Ave, Oklahoma City, OK 73103 |
|
61564xxxx0 |
aar************@r***********.com |
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17483 |
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18000 |
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| Infinity Capital Partners |
201 NW 10th St #200, Oklahoma City, OK 73103 |
|
40540xxxx7 |
cl**@i******************.com |
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84 |
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| Vault Wealth Strategies, LLC |
600 NW 23rd St suite 102, Oklahoma City, OK 73103 |
|
40592xxxx2 |
hel**@v**********.us |
5 |
6 |
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4.6 |
9 |
314 |
2 |
337 |
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| Vista Investment Partners, LLC |
5601 N Classen Blvd Suite 101, Oklahoma City, OK 73118 |
|
40560xxxx0 |
jd@v**************.com |
5 |
1 |
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397 |
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405 |
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| Prospera Private Wealth |
5025 Gaillardia Corporate Pl Ste C2, Oklahoma City, OK 73142 |
|
40525xxxx0 |
inf*@p********************.com |
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| Sam Wier, CFP |
4301 W Memorial Rd, Oklahoma City, OK 73134 |
|
40541xxxx7 |
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| Doug Brown - Raymond James |
13158 N MacArthur Blvd, Oklahoma City, OK 73142 |
|
40572xxxx0 |
dou*******@r***********.com |
5 |
1 |
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| Penney Wise Wealth Advisors, Inc |
10900 Hefner Pointe Dr #302, Oklahoma City, OK 73120 |
|
40541xxxx9 |
sus**@p***********.com |
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| Marks & Associates - Ameriprise Financial Services, LLC |
9104 N Kelley Ave, Oklahoma City, OK 73131 |
|
40528xxxx0 |
dns*****@a***.com |
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| Edward Jones - Financial Advisor: Jim Browning, AAMS™ |
7417 S Western Ave, Oklahoma City, OK 73139 |
|
40563xxxx8 |
a.j*********@e**********.com |
4.7 |
3 |
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87446 |
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100000 |
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| UBS Financial Services Inc. |
4801 Gaillardia Pkwy Suite 100, Oklahoma City, OK 73142 |
|
40530xxxx0 |
abc*******@u**.com |
5 |
2 |
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| Edward Jones - Financial Advisor: Michael S McCormick, WMCP® |
14618 Bogert Pkwy, Oklahoma City, OK 73134 |
|
40575xxxx9 |
a.j*********@e**********.com |
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45 |
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49 |
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| The Bison Group - Morgan Stanley |
6305 Waterford Blvd STE 240, Oklahoma City, OK 73118 |
|
40584xxxx7 |
acm***********@m************.com |
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| Lore Storm - Morgan Stanley |
6305 Waterford Blvd STE 240, Oklahoma City, OK 73118 |
|
40584xxxx5 |
acc**********@m************.com |
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| Merrill Lynch Financial Advisor Jenee N Lister |
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102 |
|
40527xxxx5 |
ale*********@m*.com |
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| Arvest Asset Management |
Oklahoma City, OK 73155 |
|
40567xxxx1 |
aal***@a*****.com |
4.5 |
2 |
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50449 |
1822 |
52000 |
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| Echo Investment Capital |
120 Robert S Kerr Ave Ste 701, Oklahoma City, OK 73102 |
|
40575xxxx2 |
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| Wealth Management Group, LLC |
2629 W I 44 Service Rd #100, Oklahoma City, OK 73112 |
|
40594xxxx1 |
dst***@w**************.com |
5 |
1 |
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| RBC Wealth Management Branch - Oklahoma City |
6301 Waterford Blvd Suite 401, Oklahoma City, OK 73118 |
|
40584xxxx5 |
wms**********@r**.com |
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14803 |
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16000 |
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| Shawn Powell - Raymond James |
9075 Harmony Dr, Midwest City, OK 73130 |
|
40573xxxx7 |
aar************@r***********.com |
3 |
2 |
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17475 |
|
18000 |
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| Argent Trust Oklahoma (formerly Heritage Trust) |
621 N Robinson Ave Suite 100, Oklahoma City, OK 73102 |
|
40584xxxx9 |
aar**@a**************.com |
2 |
4 |
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813 |
250 |
980 |
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| Edward Jones - Financial Advisor: Sang V Tran, CFP®|CEPA®|AAMS™ |
12120 N Rockwell Ave Ste A, Oklahoma City, OK 73162 |
|
40572xxxx6 |
a.j*********@e**********.com |
5 |
1 |
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59 |
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67 |
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| Tungsten Wealth Management Llc |
3508 Partridge Rd, Oklahoma City, OK 73120 |
|
40554xxxx2 |
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| Northwestern Mutual - David Houston |
6301 Waterford Blvd, Oklahoma City, OK 73118 |
|
40587xxxx0 |
soc***@n*****************.com |
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107024 |
16146 |
108000 |
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| Square Deal Investments |
204 N Robinson Ave STE 2600, Oklahoma City, OK 73102 |
|
40540xxxx0 |
cat******@s*********.investments |
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| The Mb Group - Morgan Stanley |
6305 Waterford Blvd Ste 240, Oklahoma City, Ok 73118 |
|
40587xxxx1 |
acc**********@m************.com |
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| Mike Cunningham Investments |
9016 N Kelley Ave, Oklahoma City, OK 73131 |
|
40554xxxx8 |
mik*@c********************.net |
5 |
8 |
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| Preserve Wealth Oklahoma LLC |
4045 NW 64th St #505, Oklahoma City, OK 73116 |
|
40528xxxx3 |
dda*******@p***************.com |
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| Northwestern Mutual - Financial Advisor: Jake Robbins |
6301 Waterford Blvd Suite 440, Oklahoma City, OK 73118 |
|
40584xxxx6 |
bar**********@n*.com |
5 |
2 |
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| Entz Burton & Associates |
5560 NW 72nd St Building B, Warr Acres, OK 73132 |
|
40577xxxx0 |
ken****@m**********.com |
4.7 |
37 |
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78 |
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| Merrill Lynch Financial Advisor Chad Parks |
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102 |
|
40527xxxx7 |
ale*********@m*.com |
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| Auric Road Wealth Management of Conservant Financial |
9150 N May Ave B, Oklahoma City, OK 73120 |
|
40525xxxx3 |
ric**********@a**********.com |
5 |
3 |
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| Access Financial Resources Inc |
3621 NW 63rd St A1, Oklahoma City, OK 73116 |
|
40584xxxx6 |
bec**@a********.com |
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| Julie Marks - Private Wealth Advisor, Ameriprise Financial Services, LLC |
9104 N Kelley Ave, Oklahoma City, OK 73131 |
|
40528xxxx0 |
ann*********@a***.com |
|
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195 |
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| James Johnson - Morgan Stanley |
6305 Waterford Blvd STE 240, Oklahoma City, OK 73118 |
|
40587xxxx8 |
|
5 |
1 |
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| Rick Marshall Wealth Management Group LLC |
15310 N May Ave, Edmond, OK 73013 |
|
40534xxxx0 |
joh******@r**************.com |
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| Jim Erle Lowry - Morgan Stanley |
6305 Waterford Blvd STE 240, Oklahoma City, OK 73118 |
|
40587xxxx6 |
acc**********@m************.com |
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