| Edward Jones - Financial Advisor: Harald Kohl, AAMS™|CRPC™ |
339 NE Thornton Pl, Seattle, WA 98125 |
|
20652xxxx5 |
a.j*********@e**********.com |
3 |
2 |
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90043 |
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103000 |
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| Private Wealth Management | U.S. Bank |
1420 5th Ave #2100, Seattle, WA 98101 |
|
83396xxxx4 |
aar************@u*****.com |
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346401 |
5997 |
349000 |
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| trueNorth Wealth Advisors |
1200 5th Ave #1810, Seattle, WA 98101 |
|
20665xxxx4 |
bal***@t**********.com |
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| Northwestern Mutual |
601 Union St #2500, Seattle, WA 98101 |
|
20662xxxx1 |
a.-***********@n*****************.com |
3.9 |
8 |
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110040 |
16407 |
110000 |
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| Merrill Lynch Financial Advisor Jens Pascucci |
401 Union St, Seattle, WA 98101 |
|
20646xxxx5 |
ale*********@m*.com |
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| Murray Wealth Management |
1301 2nd Ave #2650, Seattle, WA 98101 |
|
20625xxxx2 |
abc*****@h****************.com |
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| Oliver Capital Management |
601 Union St UNIT 3010, Seattle, WA 98101 |
|
20665xxxx0 |
cwm@o************.com |
5 |
1 |
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| U.S. Bancorp Investments - Financial Advisors: Levi Thomas |
504 Bell St, Seattle, WA 98121 |
|
20649xxxx4 |
aar************@u*****.com |
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345675 |
5928 |
348000 |
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| Creative Money LLC |
1201 3rd Ave #2200, Seattle, WA 98101 |
|
20620xxxx8 |
doe*****@c************.biz |
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2713 |
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2600 |
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| Mike A. Geri - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx3 |
rbc*********@r**.com |
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13944 |
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15000 |
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| THE AISTEAR WEALTH MANAGEMENT GROUP - Morgan Stanley |
601 Union St Suite 5200, Seattle, WA 98101 |
|
20634xxxx4 |
acm***********@m************.com |
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| RBC Wealth Management Branch - Pacific Northwest |
1918 8th Ave Suite 3600, Seattle, WA 98101 |
|
20662xxxx0 |
wms**********@r**.com |
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14777 |
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16000 |
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| Badgley Phelps Wealth Managers |
U.S. Bank Centre, 1420 5th Ave, Seattle, WA 98101 |
|
20662xxxx2 |
and****@b******.com |
3.7 |
3 |
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236 |
5 |
251 |
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| Salmon Bay Wealth Management |
5708 26th Ave NW, Seattle, WA 98107 |
|
20635xxxx9 |
inf*@s************************.com |
5 |
1 |
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| Paul Fahey Jr - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx9 |
rbc*********@r**.com |
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13944 |
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15000 |
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| Merrill Lynch Financial Advisor Teresa J Savage |
401 Union St, Seattle, WA 98101 |
|
20646xxxx5 |
ale*********@m*.com |
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| 2020 Financial Planning LLC |
Premier Business Center, 1700 7th Ave #2100, Seattle, WA 98101 |
|
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sta**@2***********************.com |
5 |
4 |
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77 |
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80 |
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| U.S. Bank – Wealth Management Banker: James Phan |
504 Bell St, Seattle, WA 98121 |
|
20644xxxx3 |
aar************@u*****.com |
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345437 |
5414 |
348000 |
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| Laurie Reynolds - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx1 |
mic**********@r**.com |
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13944 |
|
15000 |
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| COLLIER Sustainable Wealth Management |
1833 N 105th St, Seattle, WA 98133 |
|
20680xxxx0 |
joh*@c*********.com |
5 |
1 |
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| SoundView Advisors |
1000 2nd Ave #3550, Seattle, WA 98104 |
|
20668xxxx3 |
all************@s****************.com |
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| Parallax Wealth Management |
601 Union St #2500, Seattle, WA 98101 |
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| Churchill Management Group - Seattle |
1455 Leary Wy NW Suite 400, Seattle, WA 98107 |
|
50330xxxx6 |
ach*@c******************.com |
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222 |
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| Matthews Wilwerding Investment Consulting - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20662xxxx6 |
ade********@u**.com |
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| RBC Wealth Management Branch - Seattle |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx0 |
rbc*********@r**.com |
3.4 |
5 |
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12448 |
|
13016 |
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| Seattle, WA Private Wealth Management - UBS Financial Services Inc. |
925 4th Ave 20th Floor, Seattle, WA 98104 |
|
80042xxxx1 |
bre***********@u**.com |
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| Merrill Lynch Financial Advisor John Fratangelo |
401 Union St, Seattle, WA 98101 |
|
20646xxxx9 |
ale*********@m*.com |
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| Raymond James & Associates |
1201 3rd Ave Ste 5350, Seattle, WA 98101 |
|
20660xxxx5 |
aar************@r***********.com |
5 |
1 |
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|
17880 |
3578 |
19000 |
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| Capital Partners Wealth Management |
605 E Sunset Way, Issaquah, WA 98027 |
|
42531xxxx5 |
2fd*************************************@w*****************.com |
5 |
14 |
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| BBJS Financial Advisors, LLC |
1501 4th Ave #2880, Seattle, WA 98101 |
|
20668xxxx0 |
cos*****@b******.com |
5 |
1 |
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| Ed Haywood - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx2 |
rbc*********@r**.com |
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| Owen Covey Wealth Management - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20668xxxx1 |
bre***********@u**.com |
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| Wealthspire Advisors |
1700 Westlake Ave N #325, Seattle, WA 98109 |
|
20672xxxx0 |
abb******@w**********.com |
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122 |
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159 |
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| Seattle, WA Private Wealth Management - UBS Financial Services Inc. |
925 Fourth Ave 20th Floor, Seattle, WA 98104 |
|
80042xxxx1 |
abc*******@u**.com |
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| Rainier Wealth Management, LLC |
4605 116th St SW, Mukilteo, WA 98275 |
|
42549xxxx0 |
cha*@r********.com |
5 |
1 |
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| Hohimer Wealth Management |
600 University St Ste 2401, Seattle, WA 98101 |
|
20670xxxx0 |
ape****@h**********************.com |
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| Jerome D. Bosch - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx1 |
rbc*********@r**.com |
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| UBS Financial Services Inc. |
925 4th Avenue 31st and 32nd Floors, Seattle, WA 98104 |
|
20662xxxx1 |
ade********@u**.com |
3.7 |
3 |
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| Sound Wealth Management Group - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20662xxxx4 |
bre***********@u**.com |
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| Northwest Capital Management |
601 Union St #2600, Seattle, WA 98101 |
|
20670xxxx9 |
ant*****@n***.com |
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7 |
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| Merrill Lynch Financial Advisor Matthew Van Beek |
401 Union St, Seattle, WA 98101 |
|
20646xxxx3 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Ingrid Falip |
401 Union St, Seattle, WA 98101 |
|
20646xxxx5 |
ale*********@m*.com |
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| Mission Wealth |
1420 5th Ave #2200, Seattle, WA 98101 |
|
20688xxxx4 |
ach****@m************.com |
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| Ben McLaughlin - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx2 |
rbc*********@r**.com |
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|
13944 |
|
15000 |
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| Merrill Lynch Financial Advisor Bradley Posten |
401 Union St, Seattle, WA 98101 |
|
20646xxxx7 |
ale*********@m*.com |
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| The Formo Carter Investment Group - Ameriprise Financial Services, LLC |
520 Pike St Ste 2725, Seattle, WA 98101 |
|
20692xxxx4 |
car***********@a***.com |
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| Steven A. Burns - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx6 |
rbc*********@r**.com |
|
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|
13874 |
|
15000 |
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| Merrill Lynch Financial Advisor Jeremy S Ashurst |
401 Union St, Seattle, WA 98101 |
|
20621xxxx7 |
ale*********@m*.com |
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| Cadence Wealth Management, Llc |
1420 5th Ave Ste 2200, Seattle, WA 98101 |
|
20622xxxx6 |
joh******@c*********.com |
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| Allworth Financial |
9706 4th Ave NE Suite 315, Seattle, WA 98115 |
|
20643xxxx7 |
bil***********@a****************.com |
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|
5581 |
47 |
5700 |
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| Singer Wealth Management, LLC |
1406 Harvard Ave, Seattle, WA 98122 |
|
20630xxxx4 |
bxx********@s*********************.com |
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5 |
9 |
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|
161 |
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| Emerald Wealth Management |
601 Union St #2500, Seattle, WA 98101 |
|
|
ade********@n*.com |
|
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71 |
|
80 |
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| Scott Rethke - Financial Advisor, Ameriprise Financial Services, LLC |
520 Pike St Ste 2725, Seattle, WA 98101 |
|
20692xxxx1 |
ann******@a***.com |
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| Wells Fargo Advisors |
999 3rd Ave #4000, Seattle, WA 98104 |
|
20658xxxx5 |
abe*********@w*****************.com |
5 |
1 |
|
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|
187574 |
|
188000 |
|
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| Embolden Financial Planning LLC |
7001 Seaview Ave NW Suite 160-617, Seattle, WA 98117 |
|
|
tim******@e*********.com |
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| Mark O'Neil - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx9 |
rbc*********@r**.com |
|
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| Fahey Wealth Management Group |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx9 |
rbc*********@r**.com |
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14777 |
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16000 |
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| JG Wealth Management |
800 5th Ave, Seattle, WA 98104 |
|
80042xxxx3 |
ann@j****.com |
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1119 |
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1100 |
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| Taunya Sell - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20668xxxx7 |
rbc*********@r**.com |
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| Merrill Lynch Wealth Management |
401 Union St, Seattle, WA 98101 |
|
20646xxxx0 |
aas***********@m*.com |
5 |
2 |
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| Columbia Pacific Advisors |
1910 Fairview Ave E Suite 200, Seattle, WA 98102 |
|
20672xxxx3 |
ada**@c**************.com |
3.7 |
6 |
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| Integrated Wealth Management |
2001 6th Ave #2801, Seattle, WA 98121 |
|
20685xxxx6 |
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| Geoff White - Financial Advisor, Ameriprise Financial Services, LLC |
520 Pike St Ste 2725, Seattle, WA 98101 |
|
20692xxxx1 |
deb*********@a***.com |
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| Merrill Lynch Private Wealth Advisor Michael Hatch |
401 Union St, Seattle, WA 98101 |
|
20646xxxx2 |
ale*********@m*.com |
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| Ignite Financial Planning, LLC |
500 Yale Ave N, Seattle, WA 98109 |
|
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inf*@i**********************.com |
5 |
2 |
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52 |
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| Merrill Lynch Financial Advisor Nicholas M Lane |
401 Union St, Seattle, WA 98101 |
|
20646xxxx8 |
ale*********@m*.com |
5 |
1 |
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| Empirical Wealth Management |
1420 5th Ave #3150, Seattle, WA 98101 |
|
20692xxxx4 |
aba****@e********.net |
3 |
2 |
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2550 |
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2500 |
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| Ronin Wealth Management |
2101 4th Ave SUITE 1820, Seattle, WA 98121 |
|
20683xxxx0 |
mar************@r******.com |
4 |
1 |
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| Fulcrum Wealth Advisors |
10940 NE 33rd Pl # 210, Bellevue, WA 98004 |
|
42580xxxx5 |
c18*****************************@s*****.wixpress |
4.9 |
13 |
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| Merrill Lynch Financial Advisor Andrew D Beason |
401 Union St, Seattle, WA 98101 |
|
20646xxxx4 |
ale*********@m*.com |
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| Mangan Wealth Management, Inc. |
2611 NE 113th St #300, Seattle, WA 98125 |
|
20644xxxx0 |
inf*@m*******.com |
5 |
2 |
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| Freestone Capital Management |
701 5th Ave #7400, Seattle, WA 98104 |
|
20670xxxx0 |
aar**@f***************.com |
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110 |
13 |
110 |
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| Chris Rogers - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx5 |
rbc*********@r**.com |
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13944 |
|
15000 |
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| Jesse Bunich - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx8 |
rbc*********@r**.com |
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13944 |
|
15000 |
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| U.S. Bancorp Investments - Financial Advisors: Thomas Edwards |
1420 5th Ave, Seattle, WA 98101 |
|
20634xxxx9 |
aar************@u*****.com |
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345822 |
5914 |
349000 |
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| Paragon Wealth Advisors - Ameriprise Financial Services, LLC |
101 Elliott Ave W #510, Seattle, WA 98119 |
|
20621xxxx4 |
ana************@a***.com |
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109 |
|
112 |
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| Heather Reed - RBC Wealth Management Branch Director |
401 Union St Suite 3600, Seattle, WA 98101 |
|
54168xxxx1 |
rbc*********@r**.com |
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14777 |
|
16000 |
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| Pike Place Partners at Morgan Stanley |
601 Union St Ste 5200, Seattle, WA 98101 |
|
20662xxxx0 |
acc**********@m************.com |
5 |
1 |
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| PNW Financial |
701 5th Ave Suite 4200, Seattle, WA 98104 |
|
20668xxxx0 |
bus@p***********.net |
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191 |
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| Jessica Morgan - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx1 |
wms**********@r**.com |
|
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|
13944 |
|
15000 |
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| Jason Formo - Financial Advisor, Ameriprise Financial Services, LLC |
520 Pike St Ste 2725, Seattle, WA 98101 |
|
20692xxxx9 |
car***********@a***.com |
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| Edge Asset Management |
Two Union Square, 601 Union St #2200, Seattle, WA 98101 |
|
20691xxxx0 |
ave******@e***********.com |
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| Capitol Hill Wealth Management - Ameriprise Private Wealth Advisory Practice |
723 Broadway E, Seattle, WA 98102 |
|
20632xxxx7 |
|
5 |
1 |
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| Morgan Stanley Financial Advisors |
601 Union St Suite 5200, Seattle, WA 98101 |
|
20662xxxx0 |
acm***********@m************.com |
5 |
3 |
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| U.S. Bank - Private Wealth Advisor: Weldon Mac Dougall |
1420 5th Ave #2100, Seattle, WA 98101 |
|
20634xxxx6 |
aar************@u*****.com |
|
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|
345823 |
5914 |
349000 |
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| Jim ONeil - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx5 |
rbc*********@r**.com |
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| Seattle Wealth Management, LLC |
8301 5th Ave NE, Seattle, WA 98115 |
|
20695xxxx5 |
eri*@s********.com |
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| Neale Foody - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx0 |
rbc*********@r**.com |
|
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|
13887 |
|
15000 |
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| The Northwest Group - UBS Financial Services Inc. |
925 Fourth Avenue 31st and 32nd Floors, Seattle, WA 98104 |
|
20662xxxx1 |
alb************@u**.com |
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| West Coast Wealth Management - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20644xxxx5 |
bre***********@u**.com |
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| Chris Rasmussen - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx6 |
wms**********@r**.com |
|
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|
13887 |
|
15000 |
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| Merrill Lynch Financial Advisor Sardor Saliev |
401 Union St, Seattle, WA 98101 |
|
20646xxxx5 |
ale*********@m*.com |
|
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| Michael Foody - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx0 |
rbc*********@r**.com |
|
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|
13874 |
|
15000 |
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| Sean Smith - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx1 |
rbc*********@r**.com |
|
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| Garrett Schussler - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx4 |
rbc*********@r**.com |
|
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|
14777 |
|
16000 |
|
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| Wealth Management Associate - U.S. Bancorp Investments: Sean Lambrecht |
815 NE Northgate Way, Seattle, WA 98125 |
|
42563xxxx6 |
aar************@u*****.com |
|
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|
345589 |
5939 |
348000 |
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| Stephen Takemura - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx9 |
rbc*********@r**.com |
|
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|
13887 |
|
15000 |
|
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| Eagle Harbor Asset Management |
701 5th Ave #4200, Seattle, WA 98104 |
|
20622xxxx1 |
doe**@e******.com |
|
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|
585658 |
|
762000 |
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| Merrill Lynch Financial Advisor John F Chavez |
401 Union St, Seattle, WA 98101 |
|
20646xxxx8 |
ale*********@m*.com |
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| Bernstein Private Wealth Management |
601 Union St # 4650, Seattle, WA 98101 |
|
20634xxxx0 |
aak********@b********.com |
3.5 |
2 |
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| Badgley Phelps Wealth Managers |
1420 5th Ave Ste 3200, Seattle, WA 98101 |
|
20662xxxx2 |
and****@b******.com |
3.7 |
3 |
|
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|
240 |
5 |
253 |
|
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| Ashley Baerwaldt - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx1 |
rbc*********@r**.com |
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| Merriman Wealth Management |
920 5th Ave Suite 2720, Seattle, WA 98104 |
|
20628xxxx7 |
aar**@m*******.com |
4.3 |
10 |
|
|
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|
469 |
33 |
518 |
|
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|
| Three Points Group at RBC Wealth Management |
401 Union St, Seattle, WA 98101 |
|
20662xxxx9 |
mik******@r**.com |
|
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2 |
|
3 |
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| Comprehensive Wealth Management |
3500 188th St SW #102, Lynnwood, WA 98037 |
|
80026xxxx0 |
aly****@c****.com |
5 |
1 |
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|
| Baird Private Wealth Management |
925 4th Ave Suite 3600, Seattle, WA 98104 |
|
20666xxxx0 |
aha******@r******.com |
4.5 |
4 |
|
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|
8165 |
958 |
8700 |
|
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| Rogowski Wealth Management |
2000 Alaskan Wy, Seattle, WA 98121 |
|
20661xxxx1 |
and***@r*************.com |
|
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|
| Prevail Wealth Management, LLC |
520 Kirkland Way Suite 201, Kirkland, WA 98033 |
|
42544xxxx8 |
inf*@p************.com |
5 |
5 |
|
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|
| The Simon Wealth Management Group - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20662xxxx0 |
bre***********@u**.com |
|
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|
| Fortis Financial Group |
3600 136th Pl SE #270, Bellevue, WA 98006 |
|
42545xxxx0 |
ana***@f*****.capital |
5 |
4 |
|
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|
| Chaim Rosenbaum - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx2 |
rbc*********@r**.com |
|
|
|
|
|
|
13887 |
|
15000 |
|
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| D.A. Davidson & Co. |
701 5th Ave Suite 4050, Seattle, WA 98104 |
|
20638xxxx0 |
a.a@d*********.com |
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920 |
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1200 |
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| Family Wealth Management Group - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20628xxxx5 |
ale*******@u**.com |
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| Wendy Thomas - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx2 |
rbc*********@r**.com |
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13944 |
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15000 |
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| Merrill Lynch Financial Advisor Darren D. Gray |
401 Union St, Seattle, WA 98101 |
|
20646xxxx8 |
ale*********@m*.com |
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| Rebecca Stephens - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx7 |
rbc*********@r**.com |
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13944 |
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15000 |
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| Scott Merriman - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx1 |
rbc*********@r**.com |
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14777 |
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16000 |
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| Merrill Lynch Financial Advisor Shannon B. Smith |
401 Union St, Seattle, WA 98101 |
|
20671xxxx9 |
ale*********@m*.com |
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| Emerald City Fiduciary Group |
200 W Mercer St Suite 102, Seattle, WA 98119 |
|
20644xxxx7 |
eme**********@v*********.com |
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| DPA Wealth Partners |
200 1st Ave W Suite 310, Seattle, WA 98119 |
|
20678xxxx9 |
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5 |
2 |
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| Vinoble Group |
1215 4th Ave #935, Seattle, WA 98101 |
|
20631xxxx2 |
axx*****@v***********.com |
4.2 |
10 |
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| Coldstream Wealth Management |
1200 Westlake Ave N, Seattle, WA 98109 |
|
20628xxxx0 |
aar**@c*********.com |
2.3 |
3 |
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227 |
37 |
258 |
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| Madison Park Capital Advisors, LLC |
701 5th Ave #4200, Seattle, WA 98104 |
|
20662xxxx2 |
and***@m************.com |
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49 |
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| Family Wealth Management Group - UBS Financial Services Inc. |
925 Fourth Avenue, 31st and 32nd Floors, Seattle, WA 98104 |
|
20628xxxx5 |
abc*******@u**.com |
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| Elite Wealth Management |
1014 Market St, Kirkland, WA 98033 |
|
42582xxxx0 |
ang*******@e******.com |
5 |
8 |
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| Coldstream Wealth Management |
1200 Westlake Ave N # 900, Seattle, WA 98109 |
|
20628xxxx0 |
aad**@c*********.com |
3 |
4 |
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287 |
37 |
287 |
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| Wedbush Securities |
601 Union St #5050, Seattle, WA 98101 |
|
20662xxxx0 |
a.c**@w******.com |
3.7 |
3 |
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4507 |
289 |
4500 |
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| Coldstream Wealth Management |
1 100th Ave NE Ste 102, Bellevue, WA 98004 |
|
42528xxxx0 |
aar**@c*********.com |
3.7 |
3 |
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210 |
37 |
242 |
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| Vertical Ascent Wealth Management |
600 Stewart St Ste 400, Seattle, WA 98101 |
|
20692xxxx6 |
inf*@v*********.com |
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5 |
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6 |
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| Soundmark Wealth Management, LLC |
11400 98th Ave NE # 301, Kirkland, WA 98033 |
|
42582xxxx9 |
bh@s**************.com |
5 |
2 |
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18775 |
20 |
20000 |
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| Radicle Wealth Management |
701 Fifth Ave Ste 4200, Seattle, WA 98104 |
|
20692xxxx6 |
inf*@r************.com |
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| E. Brooke Hawley - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx2 |
rbc*********@r**.com |
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| One Oak Wealth Management |
1200 Westlake Ave N # 1000, Seattle, WA 98109 |
|
20658xxxx0 |
cha***********@l**.com |
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134 |
|
135 |
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| Laird Norton Wetherby |
801 2nd Ave Suite 1600, Seattle, WA 98104 |
|
20646xxxx0 |
fro******@l**********.com |
5 |
6 |
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| Jennifer Theissing - Private Wealth Advisor, Ameriprise Financial Services, LLC |
520 Pike St Ste 2725, Seattle, WA 98101 |
|
20692xxxx0 |
abh***********@a***.com |
5 |
1 |
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| The Owen Meucci Wealth Management Group - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20628xxxx2 |
bre***********@u**.com |
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| Radicle Wealth Management |
701 5th Ave Suite 4200, Seattle, WA 98104 |
|
20692xxxx6 |
inf*@r************.com |
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| Mitchell Smith - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx5 |
rbc*********@r**.com |
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| Stephanie Moreno - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
42573xxxx3 |
har********@r**.com |
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6 |
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10 |
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| West Coast Wealth Management - UBS Financial Services Inc. |
925 Fourth Avenue, 31st and 32nd Floors, Seattle, WA 98104 |
|
20644xxxx5 |
abc*******@u**.com |
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| Beacon Pointe Advisors |
5001 25th Ave NE Suite 201E, Seattle, WA 98105 |
|
20641xxxx0 |
aam*****@b***********.com |
5 |
13 |
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220 |
36 |
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| Brighton Jones |
2030 1st Ave 3rd floor, Seattle, WA 98121 |
|
20625xxxx0 |
aar***********@b************.com |
4.8 |
21 |
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737 |
|
737 |
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| Bessemer Trust Private Wealth Management Seattle WA |
601 Union St Suite 4500, Seattle, WA 98101 |
|
20692xxxx0 |
bes********************@a*********.email |
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| Sean Collins - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx7 |
rbc*********@r**.com |
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| EP Wealth Advisors |
1301 5th Ave #1350, Seattle, WA 98101 |
|
20672xxxx2 |
ab@e*******.com |
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1123 |
33 |
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| EQ Wealth Management |
2835 82nd Ave SE suite 300-a, Mercer Island, WA 98040 |
|
42543xxxx0 |
e@e****.com |
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9 |
2 |
10 |
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| Olympic Wealth Management |
19125 N Creek Pkwy #120, Bothell, WA 98011 |
|
42528xxxx5 |
con***@o********.com |
5 |
1 |
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| Mark Rippeteau - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx2 |
rbc*********@r**.com |
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11578 |
|
12906 |
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| Merrill Lynch Wealth Management |
10400 NE 4th St, Bellevue, WA 98004 |
|
20646xxxx0 |
ban********************@m*.com |
3 |
2 |
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| Soundview Wealth Management |
701 5th Ave Suite 4050, Seattle, WA 98104 |
|
20638xxxx0 |
dpj******@d****.com |
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| U.S. Bank - Private Wealth Advisor: Taylor Jones |
1420 5th Ave #2100, Seattle, WA 98101 |
|
20634xxxx1 |
aar************@u*****.com |
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|
345438 |
5414 |
348000 |
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| Merrill Lynch Financial Advisor Alexander L. Ainsley |
401 Union St, Seattle, WA 98101 |
|
20646xxxx5 |
ale*********@m*.com |
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| Silver Creek |
1301 5th Ave #4000, Seattle, WA 98101 |
|
20677xxxx0 |
ale*@s*****************.com |
2.3 |
3 |
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| Merrill Lynch Financial Advisor Eric W Anderson |
401 Union St, Seattle, WA 98101 |
|
20646xxxx1 |
ban********************@m*.com |
1 |
1 |
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| Jann Crosta - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx2 |
rbc*********@r**.com |
|
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|
13887 |
|
15000 |
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| Nic Crosta - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx6 |
rbc*********@r**.com |
|
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|
13887 |
|
15000 |
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| Zetlmaier Wealth Management |
1420 5th Ave #2200, Seattle, WA 98101 |
|
20667xxxx1 |
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| Millennial Wealth, LLC |
3518 Fremont Ave N #443, Seattle, WA 98103 |
|
20620xxxx6 |
cas******@m******************.com |
4.7 |
12 |
|
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|
287 |
|
301 |
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| Seattle First Asset Management LLC |
1200 5th Ave #1920, Seattle, WA 98101 |
|
20646xxxx1 |
lor****@s*********.com |
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| Matt Gouras - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx4 |
rbc*********@r**.com |
|
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|
13944 |
|
15000 |
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| Passage Wealth Advisors |
1700 7th Ave #2100, Seattle, WA 98101 |
|
20646xxxx0 |
2cc*************************************@w*****************.com |
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19 |
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| Simon Mandi Wealth Management Group - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20662xxxx0 |
abc*******@u**.com |
|
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| Bradley Blind - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx0 |
bra**********@r**.com |
|
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|
13887 |
|
15000 |
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| Seattle Wealth Management, LLC! |
8301 5th Ave NE, Seattle, WA 98115 |
|
20695xxxx5 |
eri*@s********.com |
|
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|
| Merrill Lynch Financial Advisor Jeffrey Kirk (he/him) |
401 Union St, Seattle, WA 98101 |
|
20646xxxx5 |
ale*********@m*.com |
|
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| Kip McKenzie - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx4 |
wms**********@r**.com |
|
|
|
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|
13944 |
|
15000 |
|
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| McKay Wealth Management |
6000 Southcenter Blvd, Tukwila, WA 98188 |
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20697xxxx2 |
al**@m**********.com |
5 |
1 |
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| U.S. Bancorp Investments - Financial Advisors: Seattle |
1420 5th Ave, Seattle, WA 98101 |
|
20634xxxx2 |
aar************@u*****.com |
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345437 |
5414 |
348000 |
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| Sheri Redford - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx8 |
rbc*********@r**.com |
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| Erickson Wealth & Tax Management |
200 1st Ave W #401, Seattle, WA 98119 |
|
20628xxxx0 |
cur*@c******.com |
4.2 |
5 |
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| Evergreen Wealth Management, LLC |
1700 7th Ave #2100, Seattle, WA 98101 |
|
20635xxxx8 |
ala*@e************.com |
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132 |
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138 |
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| Mary Ann Heeren - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx0 |
rbc*********@r**.com |
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13887 |
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15000 |
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| Mark Peterson - Private Wealth Advisor, Ameriprise Financial Services, LLC |
520 Pike St Ste 2725, Seattle, WA 98101 |
|
20692xxxx4 |
dns*****@a***.com |
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| Sound Wealth Management |
925 4th Ave #2000, Seattle, WA 98104 |
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20644xxxx0 |
aar*******@u**.com |
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229808 |
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238838 |
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| Creative Planning |
500 108th Ave NE Office 11, Ste. 1100, Bellevue, WA 98004 |
|
86627xxxx8 |
a.j******@c***************.com |
4.9 |
23 |
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6461 |
133 |
7400 |
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| BNY Mellon Wealth Management Seattle WA |
1201 3rd Ave Ste 5010, Seattle, WA 98101 |
|
20674xxxx7 |
ada********@b********.com |
1 |
2 |
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| Merrill Lynch Financial Advisor Colin Igawa |
401 Union St, Seattle, WA 98101 |
|
20666xxxx1 |
ari*********@m*.com |
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| Russell Investments |
1301 2nd Ave #18, Seattle, WA 98101 |
|
20650xxxx7 |
aak*******@r*****************.com |
4.4 |
87 |
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| BNY Wealth Seattle WA |
1201 3rd Ave #5010, Seattle, WA 98101 |
|
20674xxxx7 |
aha****@b**.com |
1 |
2 |
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15350 |
1469 |
16000 |
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| Shane Flock - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx4 |
rbc*********@r**.com |
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13944 |
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15000 |
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| Greene Wealth Management LLC |
1301 5th Ave, Seattle, WA 98101 |
|
20662xxxx0 |
chr***@g***************.com |
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| Neil A. McDevitt - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx4 |
joh*******@c*.rbcwealthmanagement |
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13887 |
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15000 |
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| Bernstein Global Wealth Management |
601 Union St Ste 4650, Seattle, WA 98101 |
|
20634xxxx0 |
aak********@b********.com |
3.5 |
2 |
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| Hammar-Clendenin Wealth Management Group - UBS Financial Services Inc. |
31st and 32nd Floors, 925 4th Ave, Seattle, WA 98104 |
|
20644xxxx8 |
bre***********@u**.com |
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| Merrill Lynch Financial Advisor Corina L Davis |
401 Union St, Seattle, WA 98101 |
|
20646xxxx5 |
ale*********@m*.com |
5 |
1 |
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| Knight Wealth Management |
1101 N Northlake Way Suite 104, Seattle, WA 98103 |
|
20644xxxx4 |
kat**@k*******.com |
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| Laird Norton Tyee |
801 2nd Ave Ste 1600, Seattle, WA 98104 |
|
20646xxxx0 |
e@l**********.com |
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| Ken Carter - RBC Wealth Management Financial Advisor |
401 Union St Suite 3600, Seattle, WA 98101 |
|
20662xxxx9 |
rbc*********@r**.com |
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| Blue Water Wealth |
701 N 36th St #310, Seattle, WA 98103 |
|
20629xxxx3 |
cai***********@b**************.com |
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| Washington Capital Management, Inc. |
Park Place Building, 1200 6th Ave #700, Seattle, WA 98101 |
|
20638xxxx5 |
aar*************@w*****.com |
5 |
1 |
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| Pacific Portfolio Consulting, LLC |
701 5th Ave Suite 6850, Seattle, WA 98104 |
|
20662xxxx1 |
ami*@p****************.com |
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| The Clarius Group |
999 3rd Ave, Seattle, WA 98104 |
|
20646xxxx0 |
adr***@c***********.com |
5 |
2 |
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| David Moskovitz - RBC Wealth Management Branch Director |
401 Union St Suite 3600, Seattle, WA 98101 |
|
42580xxxx7 |
joh*******@c*.rbcwealthmanagement |
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| Bond Financial, PLLC |
155 NE 100th St #301, Seattle, WA 98125 |
|
20683xxxx0 |
j.p*******@f*******.com |
5 |
3 |
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