| Veris Wealth Partners |
17 State St #2450, New York, NY 10004 |
|
21234xxxx2 |
afe******@v******.com |
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| New York Investment Management Inc |
MUNSON BUILDING, #67, New York, NY 10005 |
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21232xxxx2 |
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| Journal of Wealth Management |
225 Park Ave S #8, New York, NY 10003 |
|
21222xxxx0 |
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| Merrill Lynch Wealth Management |
114 W 47th St, New York, NY 10036 |
|
21238xxxx2 |
ban********************@m*.com |
5 |
1 |
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| Michael Nolan - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx3 |
rbc*********@r**.com |
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| Strategic Wealth Management |
134 Broadway #307, Brooklyn, NY 11211 |
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71830xxxx5 |
dav********@g***.com |
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| JW Asset Management, LLC |
489 5th Ave, New York, NY 10017 |
|
21244xxxx2 |
bpu****@j******.com |
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| MDK Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx3 |
abc*******@u**.com |
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| Steve Sheresky - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx3 |
rbc*********@r**.com |
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14777 |
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16000 |
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| J.P.Morgan Global Wealth Management |
345 Park Ave, New York, NY 10154 |
|
21227xxxx0 |
aam***********@j*******.com |
4.5 |
11 |
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90782 |
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116000 |
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| Morgan Stanley |
1 New York Plaza, FDR Dr 36th Floor, New York, NY 10004 |
|
21260xxxx0 |
int**********@m************.com |
4 |
14 |
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| Saul Wealth Advisors, Inc |
200 Park Ave 32nd floor, New York, NY 10166 |
|
21245xxxx0 |
all*@s*****************.com |
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| Mike Starr - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx0 |
wms**********@r**.com |
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14777 |
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16000 |
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| BakerAvenue Wealth Management |
55 Sullivan St, New York, NY 10012 |
|
21220xxxx8 |
am@b*******.com |
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52 |
4 |
68 |
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| Team Global at Morgan Stanley Private Wealth Management - Morgan Stanley |
101 Park Ave 23rd Floor, New York, NY 10178 |
|
21250xxxx0 |
acm***********@m************.com |
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| Park Avenue Securities LLC |
10 Hudson Yards, New York, NY 10001 |
|
88860xxxx7 |
aar************@p*******************.com |
3.4 |
10 |
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| The O'Callaghan Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave 26th floor, New York, NY 10171 |
|
21282xxxx6 |
abc*******@u**.com |
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| Unique Financial Advisors & Tax Consultants |
26 Broadway f8, New York, NY 10004 |
|
64691xxxx0 |
cri*****@u**********************.com |
5 |
2 |
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| UBS Private Wealth Management |
299 Park Ave 26th floor, New York, NY 10171 |
|
21282xxxx0 |
aar*******@u**.com |
5 |
1 |
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244000 |
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| The Kahner Smith Wealth Management Group - UBS Financial Services Inc. |
1251 Avenue of the Americas, 1251 6th Ave 2nd Floor, New York, NY 10020 |
|
21262xxxx3 |
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| Edge Wealth Management |
805 3rd Ave, New York, NY 10022 |
|
21268xxxx3 |
adm**@e*********.com |
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| Jason Larner - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx0 |
rbc*********@r**.com |
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14777 |
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16000 |
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| Deutsche Bank Wealth Management |
Deutsche Bank Center, 1 Columbus Cir, New York, NY 10019 |
|
21225xxxx0 |
dat*********@d*.com |
5 |
1 |
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| Bernard Fisch - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx3 |
rbc*********@r**.com |
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14777 |
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16000 |
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| Merrill Lynch Wealth Management Advisor Daniel Timari |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx1 |
ban********************@m*.com |
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| Merrill Lynch Private Wealth Advisor Joshua A. Hidalgo |
225 Liberty St 37th Floor, New York, NY 10281 |
|
21223xxxx1 |
ban********************@m*.com |
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| Periscope Wealth Management |
1185 6th Ave 3rd floor, New York, NY 10036 |
|
21295xxxx6 |
inf*@p**********.com |
5 |
8 |
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| Focus Asset Management |
555 Madison Ave 5th floor, New York, NY 10022 |
|
64648xxxx4 |
m.u****@f*************.com |
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| Chemistry Wealth Management LLC |
111 Broadway, New York, NY 10006 |
|
21297xxxx0 |
che***@c**************.com |
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| Gottlieb Rose Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21282xxxx7 |
abc*******@u**.com |
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| Water Asset Management LLC |
400 Madison Ave Suite 11b, New York, NY 10017 |
|
21275xxxx2 |
a.d***@w*******.com |
3 |
4 |
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| Cerity Partners |
28 Liberty St #2850, New York, NY 10005 |
|
21272xxxx0 |
aba***@c*************.com |
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| Altfest Personal Wealth Management |
445 Park Ave 6th floor, New York, NY 10022 |
|
21240xxxx0 |
aal*****@a******.com |
5 |
4 |
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| Modera Wealth Management - Financial Advisors & Financial Planners - New York City, NY |
19 W 44th St Suite 1100, New York, NY 10036 |
|
91741xxxx8 |
aar********@m***********.com |
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93 |
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115 |
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| Drucker Wealth Management |
2 Park Ave #300, New York, NY 10016 |
|
21268xxxx0 |
aut***@d************.com |
4.9 |
64 |
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816 |
11 |
835 |
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| Lionshead Wealth Management, LLC |
250 W 55th St 17th floor, New York, NY 10019 |
|
21296xxxx6 |
sco**@l**************.com |
5 |
2 |
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| HLS Wealth Management - Morgan Stanley |
55 E 52nd St 11th Floor, New York, NY 10055 |
|
21249xxxx1 |
acc**********@m************.com |
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| Post Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx8 |
ben*******************@u**.com |
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| Prentis Wealth Management |
280 Park Ave, New York, NY 10020 |
|
21295xxxx3 |
pet**********@w**.com |
5 |
1 |
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| Aspiriant Wealth Management |
350 5th Ave # 6420, New York, NY 10118 |
|
21282xxxx5 |
aa@a********.com |
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130 |
14 |
151 |
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| Timothy Kinsley - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx4 |
rbc*********@r**.com |
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|
14777 |
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16000 |
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| Brave Eagle Wealth Management, LLC |
48 Wall St #1100, New York, NY 10005 |
|
34747xxxx9 |
use*@d*****.com |
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| Barrett Asset Management, LLC |
90 Park Ave #34, New York, NY 10016 |
|
21298xxxx0 |
a.k***@b***********.com |
1 |
1 |
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| Merrill Lynch Wealth Management-Mason Ripka |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx5 |
ari*********@m*.com |
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| Watchstone Wealth Management |
349 5th Ave, New York, NY 10016 |
|
34799xxxx8 |
dav************@w***********.com |
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| Merrill Lynch Private Wealth Advisor Eric A Schwartz |
225 Liberty St 37th Floor, New York, NY 10281 |
|
21223xxxx8 |
ale*********@m*.com |
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| Yehuda Wealth Management Group - Morgan Stanley |
1 Pennsylvania Plaza 43rd Fl, New York, NY 10119 |
|
21264xxxx5 |
acc**********@m************.com |
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| Water Street Wealth Management - Morgan Stanley |
1 Pennsylvania Plaza 43rd Fl, New York, NY 10119 |
|
21264xxxx6 |
acc**********@m************.com |
5 |
1 |
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| Circle Wealth Management, LLC |
126 E 56th St, New York, NY 10022 |
|
21228xxxx0 |
bwe***@c*******.com |
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| Target Rock Wealth Management |
445 Park Ave floor 9, New York, NY 10022 |
|
91458xxxx0 |
adr***@t***************.com |
5 |
2 |
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45 |
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| Stonebriar Wealth Management |
122 E 42nd St #1610, New York, NY 10168 |
|
71686xxxx3 |
jda***@s***********.com |
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| Satovsky Asset Management, LLC |
232 Madison Ave #400, New York, NY 10016 |
|
21258xxxx0 |
ali***@s*******.com |
4.5 |
8 |
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97 |
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96 |
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| Joshua Bruegman - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx2 |
jos************@r**.com |
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| Merrill Lynch Financial Advisor John Gunther |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx2 |
ale*********@m*.com |
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| Midas Wealth |
One Battery Park Plaza, Battery Pl Suite 3350, New York, NY 10004 |
|
91752xxxx0 |
ash**********@n*.com |
5 |
1 |
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518 |
|
526 |
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| Angeles Wealth Management |
375 Park Ave, New York, NY 10152 |
|
21245xxxx0 |
aaz*****@a*****************.com |
|
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60 |
4 |
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| Flores Wealth Planning, LLC |
800 3rd Ave Suite 2800, New York, NY 10022 |
|
91774xxxx8 |
afl****@f**********************.com |
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| Innovation Partners Wealth Management Group - Stifel |
1095 6th Ave 3rd & 4th Floor, New York, NY 10018 |
|
21232xxxx2 |
bau****@s*****.com |
5 |
1 |
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4756 |
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5200 |
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| Jeffrey Sheresky - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx2 |
wms**********@r**.com |
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14777 |
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16000 |
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| Gramercy Wealth Management Group - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx3 |
ale*******@u**.com |
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| Villafranco Wealth Management in New York |
530 5th Ave, New York, NY 10022 |
|
21254xxxx1 |
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3 |
2 |
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| Merrill Lynch Wealth Management |
225 Liberty St Floor 38th, New York, NY 10281 |
|
80033xxxx4 |
ale*********@m*.com |
4 |
3 |
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| WORLD WEALTH PRESERVATION |
477 Madison Ave, New York, NY 10022 |
|
90846xxxx9 |
eli*************@w**********************.com |
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| J2 Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21282xxxx0 |
abc*******@u**.com |
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| Siminou Wealth Management |
17 Battery Pl Ste 625, New York, NY 10004 |
|
51664xxxx6 |
ric*@s**********************.com |
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4 |
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24 |
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| Ritholtz Wealth Management |
24 W 40th St Fl 15, New York, NY 10018 |
|
21262xxxx0 |
ada*@r*************.com |
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| Scott Edwards - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx8 |
rbc*********@r**.com |
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13982 |
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15000 |
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| GGM Wealth Management Group - Morgan Stanley |
1 Pennsylvania Plaza 43rd Fl, New York, NY 10119 |
|
21264xxxx7 |
acc**********@m************.com |
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| W Wealth Strategies LLC |
150 W 56th St APT 4012, New York, NY 10019 |
|
21293xxxx5 |
dhe*****@w*********.com |
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| US Wealth Management Centers, LLC |
1350 Avenue of the Americas The Plaza District – CPMG Building, New York, NY 10019 |
|
21221xxxx5 |
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| Bernstein Private Wealth Management |
1345 6th Ave, New York, NY 10105 |
|
21248xxxx0 |
aak********@b********.com |
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| Sterling Wealth Management |
1470 E 35th St, Brooklyn, NY 11234 |
|
71867xxxx9 |
elc*****@s*********.com |
5 |
1 |
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| Voice Wealth Management |
370 E 76th St ste 1805-b, New York, NY 10021 |
|
64663xxxx0 |
rus***********@v**********.com |
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| Jeff Samsen - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx4 |
rbc*********@r**.com |
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14777 |
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16000 |
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| Wisdom International Asset Management |
Trump Bldg, 44 Wall St, New York, NY 10005 |
|
64641xxxx9 |
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| Wharton Wealth Planning |
3 Columbus Cir Floor 15, New York, NY 10019 |
|
64645xxxx1 |
dav**@w********************.com |
5 |
5 |
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| Wetherby Asset Management |
One Rockefeller Plaza #2610, New York, NY 10020 |
|
21229xxxx9 |
aar**@w*******.com |
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| Future You Wealth |
200 Vesey St, New York, NY 10281 |
|
91751xxxx0 |
inf*@f**************.com |
5 |
1 |
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87 |
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| Williams Jones Wealth Management |
717 5th Ave 11th Floor, New York, NY 10022 |
|
21293xxxx0 |
amo*@w************.com |
4.8 |
5 |
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| RBC Wealth Management Branch - New York Metro |
1211 Avenue Of The Americas Ste 3300, New York, NY 10036 |
|
21270xxxx0 |
|
3.6 |
5 |
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| Evergreen Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21282xxxx1 |
abc*******@u**.com |
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| Francis Financial, Inc. |
39 Broadway Suite 1730, New York, NY 10006 |
|
21237xxxx8 |
ace****@f***************.com |
5 |
37 |
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925 |
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| SAMRA WEALTH MANAGEMENT |
One World Trade Center, Fulton St 85th floor, New York, NY 10007 |
|
21251xxxx0 |
ind*******@s********************.com |
5 |
1 |
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636 |
4 |
636 |
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| Robert W. Colby Asset Management, Inc. |
Trump Bldg, 40 Wall St, New York, NY 10005 |
|
64665xxxx9 |
and*****@c*******************.com |
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| Merrill Lynch Financial Advisor Paolo Bianco |
225 Liberty St 41st Fl, New York, NY 10281 |
|
21228xxxx6 |
ale*********@m*.com |
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| Strategies for Wealth |
437 Madison Ave 29th Floor, New York, NY 10022 |
|
21270xxxx0 |
a@s******************.com |
3.2 |
11 |
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466 |
34 |
493 |
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| Fordham Financial Management |
17 Battery Pl, New York, NY 10004 |
|
21273xxxx0 |
|
1.8 |
6 |
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| United Advisors Wealth Management |
Trump Bldg, 40 Wall St, New York, NY 10005 |
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5 |
2 |
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| Mayer Private Wealth Management |
641 Lexington Ave, New York, NY 10022 |
|
21249xxxx4 |
ste*************@m*******.com |
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| Mariner |
1500 Broadway 28th Floor, New York, NY 10036 |
|
21286xxxx0 |
aar********@m********************.com |
3 |
2 |
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| Merrill Lynch Financial Advisor Michael J Mattiello |
225 Liberty St 40th Fl, New York, NY 10281 |
|
21223xxxx3 |
al_********@m*.com |
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| DG Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx9 |
abc*******@u**.com |
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| Hoffman Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx9 |
abc*******@u**.com |
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| RBC Wealth Management Branch - New York Metro |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx0 |
wms**********@r**.com |
3.6 |
5 |
|
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14203 |
|
16000 |
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| ARDINALL INVESTMENT MANAGEMENT |
305 W Broadway #203, New York, NY 10013 |
|
21220xxxx0 |
inf*@a*******.com |
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| Ellis Wealth Management Group |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx1 |
tod*******@r**.com |
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| Samra Wealth Management |
1 World Trade Ctr Fl 85, New York, NY 10007 |
|
21251xxxx0 |
ind*******@s********************.com |
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636 |
4 |
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| VK Wealth Management - Morgan Stanley |
55 E 52nd St 11th Floor, New York, NY 10055 |
|
21249xxxx5 |
acc**********@m************.com |
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| Safran Wealth Advisors, LLC |
641 Lexington Ave 14th floor, New York, NY 10022 |
|
21232xxxx0 |
esa****@s*******************.com |
5 |
2 |
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| Merrill Lynch Wealth Management |
200 Park Ave 13th Floor, New York, NY 10166 |
|
21233xxxx0 |
ban********************@m*.com |
3 |
2 |
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| Embark Wealth Management |
260 Madison Ave #1001, New York, NY 10016 |
|
88843xxxx1 |
inf*@e***********.com |
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| The Murphy Wealth Management Group - UBS Financial Services Inc. |
1251 6th Ave 2nd Floor, New York, NY 10020 |
|
21262xxxx5 |
|
4 |
1 |
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| North Shore Wealth Management Advisors, Inc. |
One World Trade Center, 85th Floor, New York, NY 10007 |
|
21287xxxx0 |
inf*@n*********.com |
4.7 |
21692 |
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133 |
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| Felton & Peel Wealth Management |
165 Broadway, New York, NY 10006 |
|
80082xxxx8 |
con******@f************.com |
|
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287 |
|
288 |
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| Excelsior Wealth Management - Morgan Stanley |
55 E 52nd St 15th Fl, New York, NY 10055 |
|
21229xxxx6 |
acc**********@m************.com |
5 |
1 |
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| Park Avenue Financial Advisors |
136 Madison Ave, New York, NY 10016 |
|
21268xxxx0 |
|
5 |
1 |
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| The BlueStone Wealth Management Group - Morgan Stanley |
55 E 52nd St 15th Fl, New York, NY 10055 |
|
21269xxxx2 |
acc**********@m************.com |
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| Bone Fide Wealth, LLC |
7 World Trade Center, New York, NY 10006 |
|
21239xxxx1 |
car***@b*************.com |
3.4 |
5 |
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|
1064 |
6 |
1000 |
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| Merrill Lynch Financial Advisor Christopher Viggiano |
South Tower, 225 Liberty St 38th Floor, New York, NY 10281 |
|
21223xxxx0 |
ari*********@m*.com |
|
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| Wealthstream Advisors, Inc. |
60 E 42nd St Suite 1120, New York, NY 10165 |
|
21297xxxx1 |
ata***@w*******************.com |
|
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35 |
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| Zoe Financial |
666 3rd Ave, New York, NY 10174 |
|
64668xxxx4 |
adv***********@z*****.com |
4.6 |
30 |
|
|
|
|
1416 |
|
1500 |
|
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|
| The Polk Wealth Management Group - Morgan Stanley |
1585 Broadway 22nd Fl, New York, NY 10036 |
|
21276xxxx7 |
acm***********@m************.com |
|
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| Institutional Investment Advisors Corp. |
440 Park Ave, New York, NY 10016 |
|
21286xxxx6 |
cli******@c*****************.com |
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| BNY Mellon Wealth Management New York - 200 Park Ave |
200 Park Ave, New York, NY 10017 |
|
64679xxxx4 |
jes************@b********.com |
4 |
2 |
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| ADM Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
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21233xxxx2 |
ale*******@u**.com |
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| Merrill Lynch Financial Advisor Bertrand Wong |
225 Liberty St 41st Floor, New York, NY 10281 |
|
21223xxxx3 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor John P Curti |
225 Liberty St 38th Floor, New York, NY 10281 |
|
21223xxxx0 |
ari*********@m*.com |
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| Citi Wealth Management |
90 Park Ave, New York, NY 10016 |
|
21266xxxx4 |
alb************@c***.com |
1.8 |
10 |
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| Richard Schnier - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx0 |
ric************@r**.com |
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| MYRA Wealth |
750 Lexington Ave, New York, NY 10022 |
|
80538xxxx2 |
fab****@m*********.com |
5 |
7 |
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| Geoffrey Aunger - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx9 |
rbc*********@r**.com |
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14777 |
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16000 |
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| SCF Wealth Management Group - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx9 |
abc*******@u**.com |
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| Weinman Wealth Strategies Group or Raymond James |
630 5th Ave Suite 2950A, New York, NY 10111 |
|
21231xxxx2 |
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| Altera Wealth Management Group - Morgan Stanley |
399 Park Ave 24th Fl, New York, NY 10022 |
|
21289xxxx2 |
acc**********@m************.com |
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| SMJ Wealth Management Group |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx5 |
wms**********@r**.com |
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14777 |
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16000 |
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| First Principles Capital Management, LLC |
140 Broadway, New York, NY 10005 |
|
21238xxxx0 |
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| Premier Wealth Advisors, LLC |
14 E 60th St #402, New York, NY 10022 |
|
21275xxxx3 |
and***@y****************.com |
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| Lion Wealth Management Group - Morgan Stanley |
55 E 52nd St 15th Fl, New York, NY 10055 |
|
21249xxxx5 |
acc**********@m************.com |
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| Andrew Pressman - TIAA Wealth Management Advisor |
730 3rd Ave 6th Floor, New York, NY 10017 |
|
80084xxxx3 |
acc**********@t***.org |
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90958 |
525 |
91000 |
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| Chin & Feng Wealth Management Group - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx5 |
ale*******@u**.com |
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| The Executive Wealth Group - Ameriprise Financial Services, LLC |
590 Madison Ave fl 21, New York, NY 10022 |
|
21222xxxx4 |
dns*****@a***.com |
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110 |
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112 |
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| Merrill Lynch Private Wealth Advisor Brian E Raphalian |
225 Liberty St 37th Floor, New York, NY 10281 |
|
21223xxxx5 |
ari*********@m*.com |
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| Wealth Enhancement Group |
60 E 42nd St #1050, New York, NY 10165 |
|
21245xxxx0 |
aba****@w****************.com |
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| Daniel Starr - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx4 |
dan******@r**.com |
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35 |
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| Huvane Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx4 |
abc*******@u**.com |
5 |
1 |
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| Andrew Foote - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx2 |
ric************@r**.com |
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| Seasons of Advice Wealth Management |
120 W 45th St, New York, NY 10036 |
|
21297xxxx1 |
aki******@s********.com |
5 |
2 |
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| Sage Wealth Management - Morgan Stanley |
55 E 52nd St 29th Floor, New York, NY 10055 |
|
21290xxxx9 |
acc**********@m************.com |
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| New York, NY Private Wealth Management - UBS Financial Services Inc. |
299 Park Ave 26th floor, New York, NY 10171 |
|
21282xxxx1 |
ale*******@u**.com |
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| Artemis Wealth Advisors Llc |
168 5th Ave, New York, NY 10010 |
|
21283xxxx0 |
ak@a********.com |
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| Katz Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx1 |
ben*******************@u**.com |
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| Merrill Lynch Financial Advisor Ritchie L. Gomez |
225 Liberty St 41st Floor, New York, NY 10281 |
|
21223xxxx1 |
ari*********@m*.com |
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| Merrill Lynch Wealth Management |
75 Rockefeller Plaza, New York, NY 10019 |
|
21241xxxx0 |
ban********************@m*.com |
3 |
2 |
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| The Diamond Lake Wealth Management Group - Morgan Stanley |
399 Park Ave 12th fl, New York, NY 10022 |
|
21249xxxx8 |
acc**********@m************.com |
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| COX Private Wealth Management, LLC |
40 Wall St FL 46, New York, NY 10005 |
|
34764xxxx0 |
inf*@c**********.com |
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| Harness Wealth |
32 6th Ave Floor 13, New York, NY 10013 |
|
64658xxxx7 |
adv*****@h************.com |
5 |
6 |
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| Merrill Lynch Wealth Management |
225 Liberty St 41st Floor, New York, NY 10281 |
|
80093xxxx5 |
ale*********@m*.com |
5 |
1 |
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| Mission Wealth |
251 W 30th St, New York, NY 10001 |
|
21250xxxx0 |
ach****@m************.com |
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| WealthEdge |
99 Park Ave #1920, New York, NY 10016 |
|
21268xxxx0 |
a.o*****@w*********.com |
3.9 |
7 |
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| LCK Wealth Management |
300 Madison Ave 29th Floor, New York, NY 10017 |
|
91758xxxx1 |
amo***@h****************.com |
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| Atria Wealth Solutions |
295 Madison Ave Ste 1407, New York, NY 10017 |
|
88856xxxx2 |
cfs***@c******.com |
3 |
2 |
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5 |
6 |
| Wealth Management Systems Inc - A DST Company |
110 Leroy St Fl 5, New York, NY 10014 |
|
85534xxxx4 |
dar****************@f*******.com |
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5 |
53 |
716 |
4 |
707 |
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| Silvercrest Asset Management |
1330 6th Ave # 38, New York, NY 10019 |
|
21264xxxx0 |
aba*****@s***************.com |
5 |
1 |
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| Stephens Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21233xxxx7 |
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| Voya Investment Management |
230 Park Ave, New York, NY 10169 |
|
21230xxxx0 |
act@v***.com |
2 |
7 |
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| BlackDiamond Wealth Management |
31 Hudson Yards 11th Fl, New York, NY 10001 |
|
21278xxxx9 |
dno***@b*****************.com |
5 |
2 |
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100 |
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| Brookfield Asset Management |
250 Vesey St, New York, NY 10281 |
|
21241xxxx0 |
|
3.2 |
5 |
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| Evercore Wealth Management LLC |
55 E 52nd St, New York, NY 10055 |
|
21282xxxx0 |
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5 |
2 |
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| RMR Wealth Management |
630 3rd Ave, New York, NY 10017 |
|
21278xxxx7 |
bma***@r****.com |
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| Farrauto Wealth Management |
77 Water St, New York, NY 10005 |
|
21285xxxx4 |
gre**@f*************.com |
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| Larrea Wealth Management |
165 Broadway, 23th Floor, New York, NY 10006 |
|
21239xxxx8 |
aq@l***********.com |
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4337 |
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4300 |
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| Rockefeller Capital Management |
45 Rockefeller Plaza 5th Floor, New York, NY 10111 |
|
21254xxxx0 |
abc****@r*****.com |
4.3 |
3 |
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| Creative Planning |
152 W 57th St 24th Floor, New York, NY 10019 |
|
21299xxxx6 |
a.j******@c***************.com |
3 |
14 |
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|
6389 |
128 |
7300 |
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| Earn Into Wealth |
1460 Broadway, New York, NY 10036 |
|
64649xxxx0 |
ade****@e*************.com |
5 |
7 |
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| Washington Square Capital Management |
222 Broadway 19th floor, New York, NY 10038 |
|
64645xxxx2 |
inf*@w*********.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Mariam Adams |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21233xxxx4 |
ban********************@m*.com |
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| The Rose/Soranno Wealth Management Group - Ameriprise Financial Services, LLC |
530 5th Ave 10th floor, New York, NY 10036 |
|
80081xxxx8 |
car*******@a***.com |
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| Johnson Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21230xxxx1 |
abc*******@u**.com |
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| HSG Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21282xxxx4 |
abc*******@u**.com |
|
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| Rothschild Asset Management |
1251 Avenue of the Americas, 1251 6th Ave #44, New York, NY 10020 |
|
21240xxxx0 |
aad*************@r**************.com |
2.3 |
3 |
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| BNY Wealth New York - 200 Park Ave |
200 Park Ave, New York, NY 10017 |
|
64679xxxx4 |
jes************@b********.com |
4 |
2 |
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| Schrag Wealth Management Group |
48 Wall St 11th floor, New York, NY 10005 |
|
21296xxxx7 |
esc****@i*********.com |
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| CIBC Private Wealth Management |
300 Madison Ave 7th Floor, New York, NY 10017 |
|
21225xxxx0 |
acc*******@c***.com |
1 |
1 |
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2122 |
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2200 |
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| Jason Lichtenstein - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx5 |
rbc*********@r**.com |
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| Wealthspire Advisors |
521 5th Ave 15th Floor, New York, NY 10175 |
|
80099xxxx6 |
abb******@w**********.com |
5 |
42 |
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124 |
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| Rubin Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx5 |
abc*******@u**.com |
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| Manhattan Wealth Management Group |
370 Lexington Ave # 1512, New York, NY 10017 |
|
21281xxxx1 |
aug**@m**************.com |
5 |
2 |
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453 |
6 |
457 |
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| Merrill Lynch Financial Advisor Sarah Swofford |
225 Liberty St 40th Fl, New York, NY 10281 |
|
21223xxxx8 |
ban********************@m*.com |
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| Merrill Lynch Financial Advisor Robert Bostelman |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx1 |
ale*********@m*.com |
5 |
1 |
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| Brian Keenan - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx7 |
rbc*********@r**.com |
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| JL Wealth Management Group |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx5 |
rbc*********@r**.com |
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11698 |
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13042 |
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| Chemistry Wealth Management |
111 Broadway # 602, New York, NY 10006 |
|
21297xxxx0 |
che***@c**************.com |
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| Weston Wealth Advisors |
500 Grand St, New York, NY 10002 |
|
91749xxxx6 |
jon****************@w***********.com |
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| Payne Capital Management |
231 W 29th St, New York, NY 10001 |
|
64646xxxx0 |
aar*********@p******.com |
5 |
6 |
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3100 |
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| Bessemer Trust Private Wealth Management New York NY |
1271 6th Ave, New York, NY 10020 |
|
21270xxxx0 |
Leg**@B*******.com |
5 |
1 |
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| Madeleine Condron - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx9 |
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| The Wealth Advisor Group |
1290 6th Ave, New York, NY 10104 |
|
21240xxxx0 |
cgo*******@w***************.com |
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| Mercer Advisors Wealth Management |
Chanin Building, 122 E 42nd St #2805, New York, NY 10168 |
|
88860xxxx3 |
aar********@m*************.com |
5 |
1 |
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2837 |
28 |
2900 |
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| John G. Meitner - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
51673xxxx6 |
wms**********@r**.com |
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14777 |
|
16000 |
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| Able Wealth Management |
42 Broadway 12th floor, New York, NY 10004 |
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hel**@a*********.com |
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71 |
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| Tocqueville Asset Management LP |
40 W 57th St #19, New York, NY 10019 |
|
21269xxxx0 |
a.r******@t**********.com |
4.2 |
5 |
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59 |
10 |
62 |
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| Empire Wealth Management |
162 Withers St # 1, Brooklyn, NY 11211 |
|
71838xxxx0 |
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| Fiduciary Management Group |
1120 6th Ave, New York, NY 10036 |
|
21262xxxx1 |
a-w@f********.com |
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| Merrill Lynch Wealth Management |
101 Hudson St 9th Floor, Jersey City, NJ 07302 |
|
20194xxxx0 |
ale*********@m*.com |
3.7 |
6 |
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| Ritholtz Wealth Management |
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21262xxxx0 |
ada*@r*************.com |
3.3 |
21 |
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| Private Wealth Management | U.S. Bank |
1095 6th Ave 15th Floor, New York, NY 10036 |
|
83396xxxx7 |
aar************@u*****.com |
2.5 |
4 |
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5510 |
348000 |
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| Morgan Stanley Private Wealth Advisors |
1585 Broadway 21st Fl, New York, NY 10036 |
|
21276xxxx0 |
aal*******@m************.com |
4.8 |
6 |
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|
3100 |
131000 |
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| Thirteen Mile Wealth Management Group - Morgan Stanley |
55 E 52nd St 29th Fl, New York, NY 10055 |
|
21290xxxx6 |
acc**********@m************.com |
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| Kenneth Sheresky - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx5 |
wms**********@r**.com |
|
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|
14777 |
|
16000 |
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| Merrill Lynch Financial Advisor Jason E Salgado |
225 Liberty St 39th Floor, New York, NY 10281 |
|
21223xxxx5 |
bri************@b***.com |
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| Merchant Investment Management |
600 Madison Ave 17th Floor, New York, NY 10065 |
|
64697xxxx0 |
a.m*******@m*********.com |
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| The Cuvin Griffiths Wealth Management Group - Morgan Stanley |
55 E 52nd St 15th Fl, New York, NY 10055 |
|
21229xxxx0 |
acc**********@m************.com |
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| Guide Wealth Management LLC |
430 Park Ave, New York, NY 10022 |
|
64645xxxx1 |
cli****@g**********.com |
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| Cricket Wealth Management |
55 Broad St 13 Fl, New York, Ny 10004 |
|
21264xxxx2 |
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| M&A Wealth |
40 Wall St Suite 2815, New York, NY 10005 |
|
64686xxxx0 |
adi*@m**********.com |
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| Seaport Wealth Management LLC |
60 Broad St, New York, NY 10004 |
|
21287xxxx8 |
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