| Wealth Management Associate - U.S. Bancorp Investments: Ben Fortune |
204 E Washington St, Iowa City, IA 52240 |
|
31935xxxx3 |
aar************@u*****.com |
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345593 |
5940 |
348000 |
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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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| Town Capital - Ryan Townsley, CFP®, RICP® |
112 W Pennsylvania Ave Suite 301, Bel Air, MD 21014 |
|
41086xxxx9 |
rya*@t*************.com |
5 |
34 |
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354 |
20 |
422 |
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| St. Paul Wealth Management Group |
400 Robert St N Suite 1400, St Paul, MN 55101 |
|
65122xxxx5 |
rbc*********@r**.com |
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14784 |
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16000 |
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| Avenue Wealth |
8075 Leesburg Pike 5th floor, Vienna, VA 22182 |
|
70328xxxx5 |
amj@a***********.com |
5 |
1 |
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| Bernhardt Wealth Management |
7601 Lewinsville Rd, McLean, VA 22102 |
|
70335xxxx0 |
ali****@b**************.com |
1 |
1 |
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| Blueprint Wealth Management |
5026 Dorsey Hall Dr #105, Ellicott City, MD 21042 |
|
41099xxxx0 |
off***@b***********.com |
5 |
15 |
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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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18863 |
23 |
20000 |
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| Crossroads Wealth Management |
1600 Genessee St, Kansas City, MO 64102 |
|
81655xxxx0 |
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| Prairie Capital Management LLC |
4900 Main St Suite 700, Kansas City, MO 64112 |
|
81653xxxx1 |
ama**@p*************.com |
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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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| Community Wealth Partners |
1030 15th St NW Suite 1050, Washington, DC 20005 |
|
20261xxxx8 |
ace***@c**************.com |
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| Key Wealth Managers |
9210 Corporate Blvd #210, Rockville, MD 20850 |
|
24047xxxx6 |
bra*@k****************.com |
5 |
5 |
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| U.S. Bancorp Investments - Financial Advisors: Kansas City |
11204 Holmes Rd, Kansas City, MO 64131 |
|
81650xxxx1 |
aar************@u*****.com |
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345721 |
5926 |
349000 |
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| Carlson Advisory & Wealth Management - Ameriprise Financial Services, LLC |
10025 Governor Warfield Pkwy Ste 209, Columbia, MD 21044 |
|
41074xxxx0 |
bry**********@a***.com |
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246 |
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| Carson Wealth |
10211 Wincopin Cir Suite 220, Columbia, MD 21044 |
|
41071xxxx0 |
abr****@c***********.com |
1 |
1 |
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2046 |
53 |
2300 |
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| Evermay Wealth Management LLC |
1776 Wilson Blvd #520, Arlington, VA 22209 |
|
70382xxxx6 |
and*@e************.com |
5 |
1 |
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| Serenity Wealth Advisors LLC |
806 Reisterstown rd Second, Floor, Suite 5, Pikesville, MD 21208 |
|
41087xxxx0 |
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| Arkagos Advisors |
218 N Lee St, Alexandria, VA 22314 |
|
70353xxxx1 |
c18*****************************@s*****.wixpress |
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| Athlon Wealth Advisors, LLC |
10715 Little Patuxent Pkwy #120, Columbia, MD 21044 |
|
41067xxxx0 |
cmi***@a***********.com |
5 |
2 |
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| Full Sail Capital |
124 NW 10th St, Oklahoma City, OK 73103 |
|
40528xxxx0 |
con****@f**************.com |
3 |
12 |
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| Gasbarra Wealth Management of Raymond James |
3121 Quail Springs Pkwy Suite 110, Oklahoma City, OK 73134 |
|
40554xxxx0 |
aar************@r***********.com |
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17483 |
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18000 |
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| Michael Stokvis - TIAA Wealth Management Advisor |
10980 Grantchester Wy Suite 340, Columbia, MD 21044 |
|
85520xxxx7 |
ama******@t***.org |
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90958 |
525 |
91000 |
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| U.S. Bancorp Investments - Financial Advisors: Darin K Bahm |
6405 N Cosby Ave, Kansas City, MO 64151 |
|
81674xxxx5 |
aar************@u*****.com |
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345721 |
5926 |
349000 |
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| Urban Wealth Management Group |
841 Apollo St #320, El Segundo, CA 90245 |
|
42427xxxx0 |
bhu*****************@u******.com |
5 |
12 |
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591 |
2 |
652 |
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| Stifel |
2190 New Holt Rd, Paducah, KY 42001 · 31 mi |
|
27090xxxx3 |
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| Retirement Solutions, LLC |
9909 S Pennsylvania Ave, Oklahoma City, OK 73159 |
|
40570xxxx0 |
bra*@r********************.com |
4.4 |
13 |
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| John Carroll - RBC Wealth Management Financial Advisor |
10500 Little Patuxent Pkwy Suite 350, Columbia, MD 21044 |
|
41042xxxx9 |
wms**********@r**.com |
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12119 |
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13479 |
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| Serenity Wealth Management |
333 S Wabash Ave UNIT 2700, Chicago, IL 60604 |
|
31273xxxx5 |
inf*@s*********.com |
5 |
41 |
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98 |
3 |
101 |
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| JPE Wealth Management |
4444 N Belleview Ave, Kansas City, MO 64116 |
|
81645xxxx0 |
and*******@l**.com |
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| Merrill Lynch Financial Advisor Phil Midas |
900 Westpark Dr Ste 200, Peachtree City, GA 30269 |
|
77063xxxx8 |
ari*********@m*.com |
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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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| 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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| Dave Walter - RBC Wealth Management Financial Advisor |
10500 Little Patuxent Pkwy Suite 350, Columbia, MD 21044 |
|
41073xxxx8 |
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| Modern Wealth Strategies, LLC |
8075 Leesburg Pike, Vienna, VA 22182 |
|
70328xxxx9 |
adm**@f*******.com |
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203 |
4 |
207 |
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| Exencial Wealth Advisors |
9108 N Kelley Ave, Oklahoma City, OK 73131 |
|
40547xxxx1 |
abe****@e*************.com |
3.7 |
3 |
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829 |
6 |
829 |
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| Buckingham Strategic Wealth |
7315 Wisconsin Ave #800w, Bethesda, MD 20814 |
|
30165xxxx0 |
adm**@b****************.com |
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561 |
7 |
656 |
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| Wealth Management Services |
1404 E Chocolate Ave, Hershey, PA 17033 |
|
71753xxxx0 |
adv*****@y*****.com |
4.3 |
6 |
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7 |
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9 |
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| Circle City Wealth Management |
350 Massachusetts Ave, Indianapolis, IN 46204 |
|
31773xxxx5 |
tea*@l********.com |
5 |
1 |
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| Campbell Wealth Management |
330 John Carlyle St Suite 400, Alexandria, VA 22314 |
|
70353xxxx0 |
and***@c*************.com |
3.9 |
8 |
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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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| CapitalCoast Wealth Advisors of Janney Montgomery Scott |
1255 23rd St NW #810, Washington, DC 20037 |
|
23929xxxx0 |
aal******@j*****.com |
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| Hancuff Wealth Management Group |
2964 Via Esperanza, Edmond, OK 73013 |
|
40585xxxx6 |
aar************@r***********.com |
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17483 |
|
18000 |
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| CHEVY CHASE TRUST |
7501 Wisconsin Ave #1500w, Bethesda, MD 20814 |
|
24049xxxx0 |
aab*******@c**************.com |
3 |
2 |
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|
1855 |
98 |
1900 |
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| Simplicity Wealth Management |
2400 Old Brick Rd Suite C35, Glen Allen, VA 23060 |
|
80428xxxx0 |
chr**@s***********.com |
5 |
5 |
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29 |
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35 |
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| Court Place Advisors LLC |
3300 N Ridge Rd # 345, Ellicott City, MD 21043 |
|
41046xxxx1 |
ber*******@c*****************.com |
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15 |
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19 |
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| Northern Virginia Wealth Management LLC |
13800 Coppermine Rd, Herndon, VA 20171 |
|
70388xxxx0 |
a.c*******@c*********.com |
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| RBC Wealth Management Branch - Philadelphia |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx0 |
wms**********@r**.com |
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|
13892 |
|
15000 |
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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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222 |
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| CFO Capital Management- Kansas City |
6405 Metcalf Ave Suite 207, Overland Park, KS 66202 |
|
91360xxxx1 |
tho***@c*********.com |
5 |
3 |
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| Everson Wealth Management |
3030 Northwest Expy suite 200, Oklahoma City, OK 75080 |
|
40528xxxx8 |
|
4.8 |
6 |
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| Atwood & Palmer Inc |
4520 Madison Ave STE 200, Kansas City, MO 64111 |
|
81693xxxx6 |
inv***@a***********.com |
4 |
2 |
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| 1717 Wealth Advisors of Janney Montgomery Scott LLC |
1717 Arch St 21st floor, Philadelphia, PA 19103 |
|
21566xxxx3 |
adi******@j*****.com |
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| Manager of Wealth LLC |
8809 Stoneridge Cir #302, Pikesville, MD 21208 |
|
41090xxxx7 |
joh******@m**************.com |
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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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|
| William A Morgan - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3300 N Ridge Rd #340, Ellicott City, MD 21043 |
|
41041xxxx0 |
aim********@a***.com |
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| Matthew Diehl - TIAA Wealth Management Advisor |
10980 Grantchester Wy Suite 340, Columbia, MD 21044 |
|
85520xxxx7 |
ama******@t***.org |
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90958 |
525 |
91000 |
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| U.S. Bank - Private Wealth Advisor: Eric Savio |
4600 Madison Ave STE 500, Kansas City, MO 64112 |
|
81665xxxx2 |
aar************@u*****.com |
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345435 |
5414 |
348000 |
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| Wealth Syndicate |
8403 Colesville Rd #1100, Silver Spring, MD 20910 |
|
20248xxxx9 |
dew****@t*****************.com |
5 |
1 |
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| Robert W. Baird |
4730 Village Sq Dr Ste 110, Paducah, KY 42001 · 31 mi |
|
27090xxxx9 |
bde****@r******.com |
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| Venturi Private Wealth |
11600 Broadway Ext Suite 200, Oklahoma City, OK 73114 |
|
40525xxxx6 |
ale******@v************.com |
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| Northwestern Mutual |
6011 University Blvd #370, Ellicott City, MD 21043 |
|
41048xxxx6 |
aar**********@n*.com |
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| Queen City Capital Management |
212 E 3rd St #100, Cincinnati, OH 45202 |
|
51372xxxx9 |
ser****@q*********.com |
5 |
1 |
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| Logan Martin Wealth Management |
1607 Martin St S Ste 5, Pell City, AL 35128 |
|
20553xxxx8 |
ada**********@l**.com |
5 |
2 |
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| Edward Jones - Financial Advisor: Scott FitzGerald, AAMS™ |
1512 Cuba Road, Mayfield, KY 42066 · 15 mi |
|
27024xxxx8 |
a.j*********@e**********.com |
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87443 |
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100000 |
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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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| Buckingham Strategic Wealth |
420 W 98 St, Kansas City, MO 64114 |
|
81694xxxx8 |
adm**@b****************.com |
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564 |
8 |
671 |
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| Centennial Wealth Management |
8825 Stanford Blvd Ste 200, Columbia, MD 21045 |
|
41071xxxx6 |
ale**************@a***.com |
5 |
2 |
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100 |
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145 |
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| Jefferies/Bret Wealth Management Group - UBS Financial Services Inc. |
4622 Pennsylvania Ave 8th Floor, Kansas City, MO 64112 |
|
81636xxxx8 |
ale*******@u**.com |
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| U.S. Bank - Private Wealth Advisor: Joe Graham |
4600 Madison Ave STE 500, Kansas City, MO 64112 |
|
81665xxxx8 |
aar************@u*****.com |
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346225 |
5921 |
348000 |
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| Connor Capital Management Llc |
8300 Boone Blvd Suite 500, Vienna, VA 22182 |
|
70371xxxx2 |
joe@c**********************.com |
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| Harry Slade IV - Financial Advisor, Ameriprise Financial Services, LLC |
8820 Columbia 100 Pkwy STE 200, Ellicott City, MD 21045 |
|
41030xxxx1 |
dns*****@a***.com |
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| Zelus Wealth Management |
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58047xxxx7 |
col********@z**********.com |
5 |
5 |
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| Capitol Wealth Management Inc |
7900 Westpark Dr # T420, McLean, VA 22102 |
|
70389xxxx0 |
fmc******@c****************.com |
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549542 |
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10 |
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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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| Arvest Asset Management |
9221 N Oak Trafficway, Kansas City, MO 64155 |
|
91327xxxx0 |
aal***@a*****.com |
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50447 |
1822 |
52000 |
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| Capital Cities Investments |
8100 Three Chopt Rd, Richmond, VA 23229 |
|
80428xxxx0 |
jdo*@i********.com |
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| Experience Wealth - Ameriprise Financial Services, LLC |
1580 Mall Dr, Iowa City, IA 52240 |
|
31933xxxx0 |
dns*****@a***.com |
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| Savant Wealth Management |
2225 Mormon Trek Blvd UNIT 200, Iowa City, IA 52246 |
|
31933xxxx4 |
ani*************@s***********.com |
4.3 |
6 |
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| White Oak Wealth Management |
8840 Stanford Blvd Suite 4000, Columbia, MD 21045 |
|
44374xxxx1 |
cli****@w*********.com |
5 |
1 |
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| Stock Plan Advisory Group LLC |
500 N Washington St Suite 204, Alexandria, VA 22314 |
|
20268xxxx3 |
sto******************@d*****************.com |
5 |
3 |
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| Midwestern Financial Group |
103 E College St #210, Iowa City, IA 52240 |
|
31949xxxx0 |
jos******@m******************.com |
4.7 |
12 |
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416 |
|
415 |
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| Morgan Stanley Financial Advisors |
6305 Waterford Blvd STE 240, Oklahoma City, OK 73118 |
|
40584xxxx6 |
acm***********@m************.com |
3 |
2 |
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| Graystone Consulting - Washington, DC | Park City, UT - Morgan Stanley |
1775 I St NW Suite 200, Washington, DC 20006 |
|
20286xxxx3 |
acc**********@m************.com |
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| Wealth Management Institute |
3534 Urbana Pike UNIT E, Frederick, MD 21704 |
|
30192xxxx6 |
aly******@w******************.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Jon King, CFP®|ChFC® |
323 E 5th Ave, Calvert City, KY 42029 · 22 mi |
|
27039xxxx2 |
a.j*********@e**********.com |
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299 |
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| Harry Slade III - Financial Advisor, Ameriprise Financial Services, LLC |
8820 Columbia 100 Pkwy STE 200, Ellicott City, MD 21045 |
|
41030xxxx0 |
dns*****@a***.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 |
|
18000 |
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| JTM Williams Capital Management - Alexandria, VA |
500 N Washington St Ste 201, Alexandria, VA 22314 |
|
70378xxxx0 |
c18*****************************@s*****.wixpress |
5 |
4 |
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| The Cities Private Wealth Group - Ameriprise Financial Services, LLC |
4840 Utica Ridge Rd, Davenport, IA 52807 |
|
87774xxxx0 |
dns*****@a***.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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17483 |
|
18000 |
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| MY Wealth Management, Inc. |
12410 Milestone Center Dr Suite 175, Germantown, MD 20876 |
|
30133xxxx0 |
inf*@m************.com |
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| Reston Wealth Management |
1984 Isaac Newton Square STE 107, Reston, VA 20190 |
|
70348xxxx0 |
ada*@r***********.com |
5 |
21 |
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| Edward Jones - Financial Advisor: Jeff Thompson, AAMS™ |
169 US Hwy 68 East, Benton, KY 42025 · 15 mi |
|
27052xxxx8 |
a.j*********@e**********.com |
5 |
5 |
|
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|
158 |
|
167 |
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| The Roche Group Wealth Advisors |
13104 N MacArthur Blvd STE B, Oklahoma City, OK 73142 |
|
40521xxxx5 |
inf*@r**********.com |
5 |
2 |
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| Brown Capital Management Inc |
1201 N Calvert St, Baltimore, MD 21202 |
|
41083xxxx4 |
aal*@t*****.com |
5 |
12 |
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| Metropolitan Wealth Advisors |
6811 Benjamin Franklin Dr suite 160, Columbia, MD 21046 |
|
44349xxxx7 |
afo*************@m***********.com |
5 |
1 |
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54 |
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| Tom Johnson Investment Management |
201 Robert S Kerr Ave # 510, Oklahoma City, OK 73102 |
|
40523xxxx1 |
d.j@t***.com |
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| Meridian Wealth Management |
9800 NW Polo Dr, Kansas City, MO 64153 |
|
81638xxxx2 |
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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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| U.S. Bancorp Investments - Financial Advisors: Kansas City |
5429 Turner Dr, Kansas City, KS 66106 |
|
81650xxxx9 |
aar************@u*****.com |
|
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|
345721 |
5926 |
349000 |
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| Merriweather Money Management |
10500 Little Patuxent Pkwy Ste 305, Columbia, MD 21044 |
|
44354xxxx6 |
aar************@r***********.com |
5 |
2 |
|
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|
17479 |
|
18000 |
|
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| District Capital Management: Fee-Only Financial Planners |
4301 50th St NW 300 2030, Washington, DC 20016 |
|
57121xxxx1 |
aar***********@m*************.com |
5 |
2 |
|
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|
239 |
|
248 |
|
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|
| Park City Wealth Management |
375 Deer Valley Dr, Park City, UT 84060 |
|
43565xxxx0 |
col*****@w*******.com |
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|
| MultiGenerational Wealth Management Group |
8010 Towers Crescent Dr 4th Floor, Vienna, VA 22182 |
|
70346xxxx2 |
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| Windle Wealth |
5740 NW 132nd St, Oklahoma City, OK 73142 |
|
40526xxxx2 |
all*@w***********.com |
5 |
5 |
|
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|
3862 |
32 |
3800 |
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| Wilon Wealth Management |
414 W Main St, Sac City, IA 50583 |
|
71266xxxx6 |
hel**@w******.com |
|
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89 |
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| Paula Porsch Wealth Management |
4717 Grand Ave #240, Kansas City, MO 64112 |
|
81622xxxx6 |
blo***@p**********.com |
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| Quad Cities Wealth Management Group - Morgan Stanley |
4300 E 53rd St # 300, Davenport, IA 52807 |
|
56334xxxx0 |
acc**********@m************.com |
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|
| Fifth Avenue Wealth Management |
14033 N Eastern Ave, Edmond, OK 73013 |
|
40528xxxx0 |
|
5 |
1 |
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|
| Tolleson Wealth Management |
5500 Preston Rd, Dallas, TX 75205 |
|
21425xxxx0 |
aad******@t*************.com |
|
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| James Investment Group Inc. |
673 Westbury Dr STE 101, Iowa City, IA 52245 |
|
31935xxxx3 |
aar************@r***********.com |
5 |
1 |
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17479 |
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18000 |
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| Independence Wealth Advisors Inc. |
6723 Whittier Ave #200, McLean, VA 22101 |
|
70375xxxx3 |
ash***@i**********.com |
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| Capital Asset Management Group |
1000 Potomac St NW #300, Washington, DC 20007 |
|
24048xxxx0 |
a.c*******@c*********.com |
5.02 |
2 |
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9 |
24 |
9 |
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| WealthCrest Financial Services, LLC |
7880 Backlick Rd, Springfield, VA 22150 |
|
70337xxxx7 |
gai*@w**********.com |
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31 |
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| Century City Wealth Management, LLC |
1901 Avenue of the Stars fl 2, Los Angeles, CA 90067 |
|
31046xxxx8 |
ato****@c**************************.com |
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709 |
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754 |
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| Clipper City Capital - Ameriprise Financial Services, LLC |
6115 Falls Rd Ste Ph, Baltimore, MD 21209 |
|
41030xxxx8 |
bho*****@a***.com |
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349 |
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| Mc Ginn Investment Management |
277 S Washington St #340, Alexandria, VA 22314 |
|
70354xxxx5 |
a.b*****@m************.com |
5 |
1 |
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| Old Town Financial Partners |
7880 Backlick Rd, Springfield, VA 22150 |
|
71951xxxx8 |
cli***********@a********.com |
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92 |
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| 4J Wealth Management |
320 King St #10b, Alexandria, VA 22314 |
|
70356xxxx3 |
ala****************@4*******.com |
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| Adams Wealth Management Group - Northwestern Mutual |
10306 Eaton Pl #420, Fairfax, VA 22030 |
|
70353xxxx5 |
kst*************@n*.com |
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2 |
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| Divvi Wealth Management |
1520 Clay St Suite D5, North Kansas City, MO 64116 |
|
81623xxxx7 |
eri*@d**********.com |
5 |
2 |
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| Arch Financial Advisors |
10411 Motor City Dr suite 500, Bethesda, MD 20817 |
|
30150xxxx9 |
inf*@a********************.com |
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| Cedar Hill Wealth Management Group |
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037 |
|
20266xxxx2 |
oli************@r**.com |
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29 |
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| Vision Wealth Management |
1839 2nd St, Baker City, OR 97814 |
|
54152xxxx0 |
mar*********@l**.com |
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| Tungsten Wealth Management |
15816 N Pennsylvania Ave Suite #1, Edmond, OK 73013 |
|
40590xxxx8 |
bry**@t*************.com |
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273 |
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277 |
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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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| Levy Wealth Management Group LLC |
1818 Market St #3232, Philadelphia, PA 19103 |
|
21587xxxx0 |
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5 |
1 |
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| Altoma Wealth Advisors of Janney Montgomery Scott |
1800 Diagonal Rd Ste 550, Alexandria, VA 22314 |
|
57136xxxx5 |
aal******@j*****.com |
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| Buchanan Wealth Management |
11710 Plaza America Dr suite 2000, Reston, VA 20190 |
|
70395xxxx3 |
inf*@b*************.com |
5 |
2 |
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55 |
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66 |
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| Yun Wealth Management Group |
8010 Towers Crescent Dr 4th Floor, Vienna, VA 22182 |
|
70334xxxx3 |
rbc*********@r**.com |
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| Towson Wealth Management |
600 Fairmount Ave #101, Towson, MD 21286 |
|
41087xxxx5 |
gon*****@t***********.com |
5 |
2 |
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| Williams Asset Management |
8850 Columbia 100 Pkwy Suite 204, Columbia, MD 21045 |
|
41074xxxx0 |
bri**@w**********************.com |
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| Commonwealth Asset Management Group, LLC |
10501 West Dr, Fairfax, VA 22030 |
|
70325xxxx0 |
inv***@c**************.com |
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| Windward Private Wealth Management Inc. |
851 NW 45th St Suite 106, Kansas City, MO 64116 |
|
91338xxxx1 |
asm***@w*********.com |
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| Tim Grantham - RBC Wealth Management Branch Director |
6301 Waterford Blvd Suite 401, Oklahoma City, OK 73118 |
|
40584xxxx3 |
wms**********@r**.com |
|
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14777 |
|
16000 |
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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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| Morgan & Associates - Ameriprise Financial Services, LLC |
3300 N Ridge Rd #340, Ellicott City, MD 21043 |
|
41041xxxx0 |
aim********@a***.com |
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| Cooper-Stover Wealth Management - Ameriprise Financial Services, LLC |
227 S 1st St, Union City, TN 38261 · 43 mi |
|
73188xxxx2 |
coo****************@a***.com |
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| The Ford Wealth Management Group of Janney Montgomery Scott |
15 E Main St #218, Westminster, MD 21157 |
|
44320xxxx0 |
aal******@j*****.com |
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201 |
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222 |
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| Citi Wealth Management |
90 Park Ave, New York, NY 10016 |
|
21266xxxx4 |
bil************@c***.com |
1.8 |
10 |
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127497 |
2331 |
11 |
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| Hedgefield Wealth Management |
|
|
84443xxxx6 |
inf*@h***********.com |
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219 |
2 |
226 |
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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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| U.S. Bank - Wealth Management Banker: Andrew O'Neill |
204 E Washington St, Iowa City, IA 52240 |
|
31935xxxx7 |
aar************@u*****.com |
|
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|
345435 |
5414 |
348000 |
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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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| Nicholson Meyer Capital Management |
4600 Madison Ave, Kansas City, MO 64112 |
|
81693xxxx7 |
ama*****@n***********.com |
5 |
2 |
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| Bradley Wealth Advisors |
10411 Motor City Dr, Bethesda, MD 20817 |
|
24039xxxx3 |
jam**@b********.com |
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| RBC Wealth Management Branch - Columbia |
10500 Little Patuxent Pkwy Suite 350, Columbia, MD 21044 |
|
80073xxxx8 |
rbc*********@r**.com |
|
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|
13913 |
|
15000 |
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| Liberty Wealth Management - Ameriprise Financial Services, LLC |
2600 Tower Oaks Blvd #220, Rockville, MD 20852 |
|
24039xxxx0 |
dns*****@a***.com |
|
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| Partnership Wealth Management |
606 E Joppa Rd, Towson, MD 21286 |
|
41073xxxx3 |
and***@p************.com |
|
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| Sherman Wealth Management |
9841 Washingtonian Blvd Suite 200, Gaithersburg, MD 20878 |
|
24042xxxx2 |
aar***********@m*************.com |
5 |
7 |
|
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318 |
107 |
347 |
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| Bill Piazza - RBC Wealth Management Financial Advisor |
6301 Waterford Blvd Suite 401, Oklahoma City, OK 73118 |
|
21477xxxx1 |
wms**********@r**.com |
|
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|
14777 |
|
16000 |
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| Harvest Wealth |
6720B Rockledge Dr #440A, Bethesda, MD 20817 |
|
30161xxxx0 |
and***********@h************.com |
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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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| Vantage Wealth Management |
|
|
21439xxxx0 |
inf*@v********.com |
5 |
1 |
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| MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors |
700 K St NW, Washington, DC 20001 |
|
70353xxxx0 |
aar***********@m*************.com |
4.9 |
27 |
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| Brightworks Wealth Management, LLC |
10025 Governor Warfield Pkwy #100, Columbia, MD 21044 |
|
44353xxxx1 |
joh******@b*******.com |
5 |
1 |
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| U.S. Bank - Private Wealth Advisor: Tamarra Anthony |
4600 Madison Ave STE 500, Kansas City, MO 64112 |
|
81665xxxx0 |
aar************@u*****.com |
|
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|
346224 |
5921 |
348000 |
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| The Old Town Group - Morgan Stanley |
333 John Carlyle St Suite 650, Alexandria, VA 22314 |
|
70353xxxx5 |
acc**********@m************.com |
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| Edward Jones - Financial Advisor: Rodney S Nance |
848 Paris Rd, Mayfield, KY 42066 · 16 mi |
|
27024xxxx1 |
a.j*********@e**********.com |
|
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372 |
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| Cobb Wealth Management, LLC |
1050 W Blue Ridge Blvd, Kansas City, MO 64145 |
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| Pathfinder Wealth Advisors |
601 Central Ave #102, Nebraska City, NE 68410 |
|
40287xxxx3 |
bir**@p************.com |
4 |
1 |
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| Baltimore-Washington Financial Advisors |
5950 Symphony Woods Rd # 600, Columbia, MD 21044 |
|
41046xxxx0 |
aga********@b***.com |
4.8 |
33 |
|
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|
479 |
21 |
509 |
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| Crest Wealth Advisors |
111 Forbes St Ste 100, Annapolis, MD 21401 |
|
44397xxxx1 |
jas**@c******************.com |
5 |
1 |
|
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|
125 |
|
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|
| Wealth Management Group, Inc. |
811 Juniper Ct, Tipp City, OH 45371 |
|
93787xxxx0 |
lau***@w************************.com |
5 |
2 |
|
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|
88 |
4 |
84 |
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| Wealth Management Group of Kc |
10851 Mastin St # 120, Overland Park, KS 66210 |
|
91364xxxx1 |
den*****@w*************.com |
|
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| MANNA WEALTH MANAGEMENT - Arlington Financial Advisors |
1201 Wilson Blvd Floor 27, Arlington, VA 22209 |
|
70353xxxx0 |
aar**@s***********.com |
5 |
5 |
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| Merrill Wealth Management |
2728 NE Vivion Rd, Kansas City, MO 64119 |
|
81697xxxx4 |
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| Verdence Capital Advisors |
44 Canal Center Plaza #550, Alexandria, VA 22314 |
|
88869xxxx8 |
aco***************@v*******.com |
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| Finteris Wealth Management |
3325 Emerald Ln Suite A, Jefferson City, MO 65109 |
|
57363xxxx1 |
bet********@f*********.com |
5 |
1 |
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| Fiduciary Wealth Management, LLC |
4604-H Pinecrest Office Park Dr, Alexandria, VA 22312 |
|
70324xxxx1 |
a61****@f*******.com |
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| Iconic Wealth Management |
600 Cameron St #2506, Alexandria, VA 22314 |
|
70389xxxx8 |
inf*@i************.com |
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| Credent Wealth Management - Oklahoma City Fee-Only Financial Planner |
5700 NW 130th St Suite 1, Oklahoma City, OK 73142 |
|
40547xxxx9 |
all**@c************.com |
5 |
3 |
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414 |
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414 |
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| Matrix Wealth Management, LLC |
1727 King St, Alexandria, VA 22314 |
|
70353xxxx6 |
inf*@m**************.com |
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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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| Casey Wealth Management Group |
8115 Preston Rd #300, Dallas, TX 75230 |
|
21473xxxx5 |
a-w***************@w*****************.com |
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188263 |
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189000 |
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| Million Wealth Management |
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40531xxxx0 |
amy@m********.com |
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429 |
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489 |
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| Hill Wealth Management |
112 W Pine St, Garden City, KS 67846 |
|
62027xxxx2 |
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| Austin Wealth Management |
1301 S Capital of Texas Hwy C-200, Austin, TX 78746 |
|
51246xxxx0 |
ada*@a***************.com |
4.8 |
8 |
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123 |
2 |
142 |
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| Christian Wealth Management - Matthew J. Holt |
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40861xxxx9 |
mat****@c**********.com |
5 |
9 |
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| Moore Wealth Management, Inc. |
51 Clay St, Alexander City, AL 35010 |
|
25623xxxx1 |
aar************@r***********.com |
5 |
2 |
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| Lou Foran - RBC Wealth Management Branch Director |
10500 Little Patuxent Pkwy Suite 350, Columbia, MD 21044 |
|
41042xxxx6 |
rbc*********@r**.com |
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| HDQ Wealth |
1100 Main St UNIT 400, Kansas City, MO 64105 |
|
91328xxxx3 |
ale***@h********.com |
5 |
10 |
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273 |
67 |
273 |
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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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| 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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17483 |
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18000 |
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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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| Spire Wealth Management, LLC |
7901 Jones Branch Dr #800, McLean, VA 22102 |
|
70374xxxx0 |
all*************@s******.com |
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| Investrust Wealth Management |
5100 N Classen Blvd #620, Oklahoma City, OK 73118 |
|
40584xxxx7 |
com*******@i*********.com |
4.7 |
3 |
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294 |
41 |
296 |
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| Wells Fargo Advisors |
211 N Robinson Ave STE 1600, Oklahoma City, OK 73102 |
|
40527xxxx9 |
a-w***************@w*****************.com |
3.4 |
24 |
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186239 |
|
186000 |
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| Wealth Enhancement Group |
10440 Little Patuxent Pkwy #570, Columbia, MD 21044 |
|
41071xxxx0 |
aba****@w****************.com |
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| Covenant Wealth Advisors |
1768 Business Center Dr suite 350, Reston, VA 20190 |
|
70399xxxx0 |
baf*****************************@s*****.wixpress |
5 |
9 |
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214 |
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241 |
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| Moneta Group | Kansas City Investment Advisors |
1900 Shawnee Mission Pkwy Ste. 225, Mission Woods, KS 66205 |
|
91337xxxx0 |
abr****@m**********.com |
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| Jw Wealth Management |
1135 W Kansas St, Liberty, MO 64068 |
|
81679xxxx2 |
and***@j*****************.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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| Capital Investment Management |
1459 Underwood Rd, Sykesville, MD 21784 |
|
41099xxxx5 |
chr**@c***********************.com |
5 |
3 |
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41 |
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46 |
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| Ford & Associates Wealth Managment |
100 N Pitt St Suite 400, Alexandria, VA 22314 |
|
70321xxxx6 |
did***************@p********.com |
5 |
1 |
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| The Velnoskey Wealth Management Group of Janney Montgomery Scott |
15 E Main St #218, Westminster, MD 21157 |
|
44320xxxx8 |
acr*******@j*****.com |
5 |
8 |
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201 |
|
222 |
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| SC&H Capital |
6011 University Blvd #490, Ellicott City, MD 21043 |
|
41098xxxx1 |
sch******@s*******.com |
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849 |
319 |
887 |
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| Foundry Wealth Advisors LLC |
921 E Fort Ave, Baltimore, MD 21230 |
|
44369xxxx3 |
don********@f************.com |
3.7 |
3 |
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| Sarver Vrooman Wealth Advisors |
9237 Ward Pkwy Suite 320, 3rd Fl, Kansas City, MO 64114 |
|
81660xxxx0 |
Jes**********@s***************.com |
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| Centurion Wealth Management |
7901 Jones Branch Dr #230, McLean, VA 22102 |
|
57176xxxx0 |
con****@c**************.com |
5 |
2 |
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757 |
13 |
762 |
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| Jacksonville Wealth Management |
8075 Gate Pkwy W STE 101, Jacksonville, FL 32216 |
|
90492xxxx6 |
chr********@j********.com |
5 |
8 |
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92 |
3 |
95 |
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| Ascendant Wealth Management Group - Ameriprise Financial Services, LLC |
530 2nd St, Webster City, IA 50595 |
|
51583xxxx2 |
dns*****@a***.com |
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| Mariner |
1601 Northwest Expy #1850, Oklahoma City, OK 73118 |
|
40535xxxx0 |
a.m**********@m********************.com |
5 |
1 |
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| Riverfront Wealth Advisors |
99 Canal Center Plaza, Alexandria, VA 22314 |
|
57138xxxx0 |
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| Potomac Wealth Strategies |
King Street Station, 1800 Diagonal Rd #600, Alexandria, VA 22314 |
|
70374xxxx5 |
inf*@p**********************.com |
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| Ferguson Johnson Wealth Management |
51 Monroe St Suite PE 25, Rockville, MD 20850 |
|
30167xxxx4 |
djo*****@f*****************.com |
5 |
3 |
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161 |
4 |
163 |
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| Paducah Bank |
2401 Broadway, Paducah, KY 42001 · 30 mi |
|
27057xxxx3 |
aan********@p**********.com |
3.4 |
5 |
|
|
4.5 |
407 |
19512 |
212 |
20000 |
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| Private Wealth Management | U.S. Bank |
4600 Madison Ave 5th Floor, Kansas City, MO 64112 |
|
83396xxxx4 |
aar************@u*****.com |
|
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|
346225 |
5921 |
348000 |
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| Continuum Wealth Strategies, LLC |
12025 Town Square St #724, Reston, VA 20190 |
|
31089xxxx1 |
inf*@c************************.com |
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| Evolutionary Tree Capital Management |
1199 N Fairfax St #801, Alexandria, VA 22314 |
|
70354xxxx0 |
ata****@e***************.com |
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| Merrill Lynch Wealth Management |
10320 Little Patuxent Pkwy Suite 1000, Columbia, MD 21044 |
|
41088xxxx0 |
ale*********@m*.com |
3.7 |
3 |
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| U.S. Bank - Private Wealth Advisor: Lisa Blake |
4600 Madison Ave STE 500, Kansas City, MO 64112 |
|
81665xxxx0 |
aar************@u*****.com |
|
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|
346224 |
5921 |
348000 |
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| Private Wealth Management | U.S. Bank |
204 E Washington St, Iowa City, IA 52240 |
|
80073xxxx3 |
aar************@u*****.com |
|
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|
345435 |
5414 |
348000 |
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| Elite Income Advisors |
6011 University Blvd suite 350, Ellicott City, MD 21043 |
|
44327xxxx2 |
bfo****@r*****.com |
|
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177 |
3 |
196 |
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| KG Wealth Management |
2943 Olney Sandy Spring Rd Suite B, Olney, MD 20832 |
|
30126xxxx2 |
bcp*******@w******************.com |
|
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| Monument Wealth Management |
1940 Duke St Suite 6100, Alexandria, VA 22314 |
|
70350xxxx0 |
a_d******@m***********************.com |
4.8 |
25 |
|
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|
1552 |
27 |
1500 |
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| Peter Mangano - RBC Wealth Management Financial Advisor |
10500 Little Patuxent Pkwy Suite 350, Columbia, MD 21044 |
|
41042xxxx7 |
rbc*********@r**.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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| Modern Wealth Managment - Reston |
11911 Freedom Dr Suite 580, Reston, VA 20190 |
|
70375xxxx9 |
inf*@m****.com |
5 |
1 |
|
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568 |
21 |
624 |
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| The Angold Roth Wealth Management Group - Morgan Stanley |
4520 Main St 8th Fl, Kansas City, MO 64111 |
|
81693xxxx5 |
acc**********@m************.com |
|
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| T.M. Wealth Management |
11702 Bowman Green Dr Suite 300, Reston, VA 20190 |
|
70353xxxx1 |
cai****@t********.com |
5.018 |
18 |
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41 |
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53 |
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| RBC Wealth Management Branch - Quad Cities |
2308 56th Ave W, Bettendorf, IA 52722 |
|
56344xxxx0 |
wms**********@r**.com |
3 |
2 |
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14777 |
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16000 |
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| Caudron Megary Blackburn Wealth Management |
101 N Union St STE 220, Alexandria, VA 22314 |
|
70373xxxx8 |
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5 |
1 |
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| River City Wealth Management |
10175 Fortune Pkwy UNIT 603, Jacksonville, FL 32256 |
|
90437xxxx8 |
b.h*****@r**************.com |
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242 |
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252 |
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| Baird Private Wealth Management |
201 W Washington Ave, Union City, TN 38261 · 44 mi |
|
73159xxxx1 |
ano************@b*********.com |
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| Edelman Financial Engines |
6031 University Blvd #150, Ellicott City, MD 21043 |
|
83375xxxx3 |
aar**@e**********************.com |
5 |
1 |
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19070 |
23 |
20000 |
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| Sterneck Capital Management LLC |
4510 Belleview Ave #204, Kansas City, MO 64111 |
|
81653xxxx4 |
abe******@s**************.com |
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255 |
56 |
273 |
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| Cypress Wealth Management |
10500 Little Patuxent Pkwy suite 610, Columbia, MD 21044 |
|
41044xxxx8 |
inf*@c********.com |
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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 |
ala***@s********.global |
5 |
11 |
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877 |
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1000 |
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| Joe Gill - RBC Wealth Management Financial Advisor |
1 Logan Square, Philadelphia, PA 19103 |
|
21555xxxx8 |
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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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| Potomac Wealth Management Inc. |
950 N Washington St #238, Alexandria, VA 22314 |
|
20229xxxx7 |
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| Wealthcare Capital Management |
Two James Center, 1021 E Cary St Suite 702, Richmond, VA 23219 |
|
80464xxxx1 |
aam***@w*************************.com |
3 |
2 |
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| Baird Private Wealth Management |
444 W 47th St STE 100, Kansas City, MO 64112 |
|
81648xxxx0 |
ccu****@r******.com |
5 |
1 |
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8165 |
958 |
8700 |
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| Nicholas Wasielewski - TIAA Wealth Management Advisor |
10980 Grantchester Wy Suite 340, Columbia, MD 21044 |
|
85520xxxx7 |
ama******@t***.org |
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90958 |
525 |
91000 |
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| Capital River Wealth Management |
150 East St Ste 303, Frederick, MD 21701 |
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ann***********@n*.com |
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| Morgan Stanley Private Wealth Advisors |
1585 Broadway 21st Fl, New York, NY 10036 |
|
21276xxxx0 |
aal*******@m************.com |
4.9 |
7 |
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137189 |
3184 |
137000 |
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| The Harvey Group |
119 Oronoco St suite 102, Alexandria, VA 22314 |
|
70354xxxx7 |
inf*@h************.com |
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| David Wealth Management, LLC |
8315 Lee Hwy #325, Fairfax, VA 22031 |
|
70356xxxx0 |
cjd****@d**********.com |
5 |
17 |
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| Park City Wealth Advisors |
1389 Center Dr #200, Park City, UT 84098 |
|
43550xxxx9 |
c18*****************************@s*****.wixpress |
5 |
9 |
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81 |
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96 |
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| Preserve Wealth Oklahoma LLC |
4045 NW 64th St #505, Oklahoma City, OK 73116 |
|
40528xxxx3 |
c18*****************************@s*****.wixpress |
5 |
1 |
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| ClearView Wealth Advisors |
6021 University Blvd Suite 255, Ellicott City, MD 21043 |
|
44397xxxx1 |
en@c***************.com |
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| WMS Partners LLC |
1 W Pennsylvania Ave, Towson, MD 21204 |
|
41033xxxx5 |
ach*****@w***********.com |
5 |
1 |
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| RBC Wealth Management Branch - Annapolis |
1906 Towne Centre Blvd Suite 375, Annapolis, MD 21401 |
|
41057xxxx0 |
rbc*********@r**.com |
5 |
3 |
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|
12404 |
|
14000 |
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| Millennial Wealth Management Advisors, LLC |
1071 Cedar St, Junction City, KS 66441 |
|
78554xxxx9 |
nat****@m******.com |
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| Simple Wealth Planning - CERTIFIED FINANCIAL PLANNER |
1520 Clay St Suite F-3, North Kansas City, MO 64116 |
|
81686xxxx7 |
and*@s*************.com |
5 |
3 |
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307 |
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360 |
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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 |
5 |
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