Business List: Financial Planner in United States

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews	Bing	Bing Reviews
Katie Garber - Thrivent	190 S La Salle St SUITE 1610, Chicago, IL 60603	77393xxxx6	ale*****@t*****.com
My Financial Planner, LLC	594 Dean St, Brooklyn, NY 11238	91799xxxx5	ste****@s************.com	5	1							36
Edward Jones	5265 N Academy Blvd Ste 3400, Colorado Springs, CO 80918	71926xxxx3	a.j*******@e********.com									123
Alan R Lew - Financial Advisor, Ameriprise Financial Services, LLC	111 E Schaumburg Rd, Schaumburg, IL 60194	84758xxxx0
PKF Mueller	1707 N Randall Rd #200, Elgin, IL 60123	84788xxxx0	ach***@p*******.com	3.7	3			4.7	17	395	20
Wells Fargo Advisors	102 S Tejon St Ste 1000, Colorado Springs, CO 80903	71963xxxx0	ali**********@w***************.com	4.5	2					186218		186000
Journal of Wealth Management	225 Park Ave S #8, New York, NY 10003	21222xxxx0
Sanford Insurance	5001 Craig Rath Blvd, Midlothian, VA 23112	80471xxxx0	ash*@s***************.com	5	86					410	27	403
Bob Book - Financial Advisor, Ameriprise Financial Services	201 E Las Animas St Ste 103, Colorado Springs, CO 80903	71926xxxx4	chr***********@a*.com							384	4	452
NOVA Financial Services	5731 Silverstone Ter Ste 280, Colorado Springs, CO 80919	71963xxxx5	gle@i************.com
Native American Financial Services Association (NAFSA)	444 North Capitol St NW #7, Washington, DC 20001	20275xxxx0	jan@n***********.org							22364	34	22000
Capital Financial Planners	2 Wisconsin Cir suite 700, Chevy Chase, MD 20815	24031xxxx6	joh@r****.com	5	50					370		397
Citibank	2198 Chestnut St San Francisco, CA 94123	41581xxxx4	abb********@c*.com			3.1	25			151038	2093	11
Bradford A Gann - Private Wealth Advisor, Ameriprise Financial Services	2438 Research Pkwy Ste 105, Colorado Springs, CO 80920	71932xxxx0	bra**********@a*.com
Sharon Osmondson - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC	1901 N Roselle Rd Ste 650, Schaumburg, IL 60195	84759xxxx0		5	1
United States Tax Services		80091xxxx9	con**@u********************.us					4.9	74	1301	14	1300
Hanmi Bank	1469 Webster St San Francisco, CA 94115	41574xxxx0	abc*****@h**.com			2.6	7
Kenny Heller	600 Montgomery St Ste 1600 San Francisco, CA 94111	14157xxxxx3	adm*****@c***.com			5	91			108169	16330	109000
Edward Jones - Financial Advisor: Andrew Jeretina, AAMS™	506 Libbie Ave Ste A, Richmond, VA 23226	80428xxxx9	a.j*******@e********.com
MainStreet Financial Planning	1115 Broadway 12th floor, New York, NY 10010	88889xxxx3	nn@m*****************.com							477		477
CapWealth	4031 Aspen Grove Dr #600, Franklin, TN 37067	61577xxxx0	aal**@c***********.com	4.5	15					107	2	125
William L Lowe - Private Wealth Advisor, Ameriprise Financial Services, LLC	400 N Michigan Ave Ste 1010, Chicago, IL 60611	31280xxxx6	dns***@a*.com
Fidelity Investments	1645 Briargate Pkwy Ste 211, Colorado Springs, CO 80920	80034xxxx8	abb*******@f*****.com	4	11					333969		358000
Wealth & Business Planning Group The Financial Quarterback	125 S Swoope Ave #109, Maitland, FL 32751	40762xxxx9	hzo*@c***.com
Planning by Design Financial	101 E Park Blvd #202, Plano, TX 75074	87731xxxx8	dav@d************.info	4.8	16
Align Financial Planning	701 Hay St, Fayetteville, NC 28301	91033xxxx6
Edward Jones	8840 N Union Blvd, Colorado Springs, CO 80920	71928xxxx3	a.j*******@e********.com							88401		101000
Jeffrey MacLean - Thrivent	7222 Commerce Center Dr Ste 220, Colorado Springs, CO 80919	71923xxxx0	adm@d*********.com							41		48
Edward Jones - Financial Advisor: Jason Cunningham	1920 Vindicator Dr Ste 107, Colorado Springs, CO 80919	71990xxxx1	a.j*******@e********.com		39					83553		92676
Financial Solutions Advisory Group, Inc.	8700 W Bryn Mawr Ave suite 410-n, Chicago, IL 60631	77371xxxx2	ag@f**************.com
Personal Financial Planning	31 Southwood Dr, New Canaan, CT 06840	20396xxxx8	mar@p******************.com
Jeremiah Massey - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71942xxxx5	ben*****@t*****.com
Vanessa Jilot - Terra Blue Wealth Management	3030 Bridgeway Ste 330 Sausalito, CA 94965	41572xxxx7	hel@t********.com			4	5
Ella Financial Advising	5237 College Ave Oakland, CA 94618	51032xxxx7	ell@e*******************.com			5	2			66		74
Edward Jones - Financial Advisor: Ryan Plunkett	8840 N Union Blvd, Colorado Springs, CO 80920	71928xxxx3
Corey Nesmith - Private Wealth Advisor, Ameriprise Financial Services, LLC	3951 Westerre Pkwy #260, Richmond, VA 23233	80424xxxx6	ale************@a*.com
Everett Wealth Solutions, Inc.	407 Marengo Ave, Forest Park, IL 60130	70877xxxx7	car@e*******************.com	4.9	14
Exclusive Tax Service	1507 Huguenot Rd Suite 100, Midlothian, VA 23113	80432xxxx2	696***********************************@w***************.com	4.5	26					283	9	294
Sandra Smith - Financial Advisor, Ameriprise Financial Services, LLC	530 5th Ave 10th floor, New York, NY 10036	91747xxxx2	dns***@a*.com
rebel Financial	5940 Clyde Moore Dr, Groveport, OH 43125	61444xxxx5	aba@r***********.com	5	93					585	76	619
Richard Dodge - RBC Wealth Management Financial Advisor	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71938xxxx4	joh******@c.rbcwealthmanagement							12206		14000
Westfield Financial Planning - Registered Investment Advisor	316 E Broad St, Westfield, NJ 07090	90837xxxx6	con**@w***********************.com
Family Wealth Management	9000 Lincoln Dr E Ste 300, Marlton, NJ 08053	85698xxxx2	adm@f*****************.com	5	34
Edward Jones - Financial Advisor: Eddie Calderon, AAMS™\|CRPC™	5037 N Academy Blvd, Colorado Springs, CO 80918	71959xxxx5	a.j*******@e********.com	5	5					91611		106000
Edward Jones - Financial Advisor: Tony Pacione, AAMS™	1901 N Roselle Rd, Suite 910, Schaumburg, IL 60195 · ~7.4 mi	84788xxxx1	a.j*******@e********.com		2					300	22	299			5
National Corporate Credit	Leath Building, 164 E Chicago St #100, Elgin, IL 60120	84745xxxx0	adi**@n********************.com	5	268
Property Investment Advisors	901 E Byrd St # 150, Richmond, VA 23219	80464xxxx4	cbo*@p***.net
Edward Jones - Financial Advisor: Michael J Kenyon	8 10th St Ste 922 San Francisco, CA 94103	41561xxxx0	a.j*******@e********.com							87586		100000
Financial Planning Associates	300 Willowbrook Ln #315, West Chester, PA 19382	61062xxxx6	bob@f************.com
PFS Signature Wealth	1405 W Swann Ave, Tampa, FL 33606	87764xxxx0	con**@p****.com	5	2					410		385
Edward Jones - Financial Advisor: Cameron Cornali, CRPC™	100 N Central Expy Ste 411, Richardson, TX 75080 · 1.6 mi	97290xxxx8	a.j*******@e********.com
The Strange Wealth Advisory Group of Janney Montgomery Scott	6241 River Rd, Richmond, VA 23229	80479xxxx0	aal****@j***.com							1711		1800
UBS Financial Services Inc.	1000 Harbor Blvd, Weehawken, NJ 07086	20135xxxx0	aar*****@u.com	3.8	20
Edward Jones - Financial Advisor: Ryan S Dillard, CFP®\|AAMS™	308 Commerce St, Occoquan Historic District, VA 22125	70349xxxx2	a.j*******@e********.com	5	1					119		115
Allstate Personal Financial Representative: George Bougas	5527 N Union Blvd Ste 101, Colorado Springs, CO 80918	81399xxxx7	a**00@a*****.com
Wright Dunn & Company	5206 Markel Rd UNIT 101, Richmond, VA 23230	80428xxxx3	bri**@w*******.com	5	3					49		52
Center for Financial Planning, Inc.	24800 Denso Dr #300, Southfield, MI 48033	24894xxxx0	ale*******@c**********.com	5	9					455	29	462
Retirement & Insurance Financial Services, Inc.	9100 Arboretum Pkwy Suite 180, North Chesterfield, VA 23236	80432xxxx1	joh*****@r********.net
Seth Enterprises, CPA	22066 Auction Barn Dr, Ashburn, VA 20148	70372xxxx1	bno**@n*********.com	4.986	86					80	4	81
Mass Financial Management		51669xxxx7	inf@m*********************.com	5	2
Upscale Tax Professionals	248 3rd St Oakland, CA 94607	51077xxxx2	bra@u*********************.com	4.9	54	5	9			309		330
Financial Advisory Systems, PLLC	11710 Plaza America Dr Suite 200, Reston, VA 20190	57137xxxx8	aca****@t****************.com	5.02	2
Human Interest	655 Montgomery St, Ste 1800 San Francisco, CA 94111	85562xxxx4	aar@h**********.com			1.8	57			9783	51	10000
Wells Fargo Advisors	15844 Jackson Creek Pkwy, Monument, CO 80132	71948xxxx0
Communitas Financial Planning	1305 Franklin St Ste 309 Oakland, CA 94612	41533xxxx6	bil**@x**.com			1	1
Kate Wilusz - Ameriprise Financial Services	225 Bush St Ste 1835 San Francisco, CA 94104	41562xxxx5	dns***@a*.com			5	9
Scott Pollak - Ameriprise Financial Advisor	235 Montgomery St Ste 1169 San Francisco, CA 94104	41536xxxx0	dns***@a*.com							402	8	389
Soldier Support Center	1401 Barfoot Ave building 3400 room 118, Fort Gregg-Adams, VA 23801	80476xxxx6	ama************@a*.mil	4.3	362
Wells Fargo Advisors	560 Garden Of The Gods Rd, Colorado Springs, CO 80907	71952xxxx5
The Emmerich Group, Inc		95282xxxx0	inf@e***********.com	5	122
Ben Alberts - Financial Advisor, Ameriprise Financial Services, LLC	227 W Monroe St Ste 3700, Chicago, IL 60606	31270xxxx1		5.05
Wells Fargo Advisors	7473 N Academy Blvd, Colorado Springs, CO 80920	71926xxxx0
Empirical Wealth Management	333 Bush St Ste 1410 San Francisco, CA 94104	41563xxxx5	a.w*****@e******.net							2567		2500
MAP Wealth Management, LLC	20 N Clark St Ste 1110, Chicago, IL 60602	31289xxxx0	mik******@m****.com
US Finance Inc	1900 E Golf Rd Suite 950, Schaumburg, IL 60173	81557xxxx0	hz2******@n********************************.com	5	1					1712	37	1700
Atlas Capital Management Corp.	11130 Coldwater Rd, Fort Wayne, IN 46845	26063xxxx7	atl***@a*.biz
Biznezz Minded Tax Prep & More LLC.	1605 Richmond Hwy, Richmond, VA 23224	80465xxxx1	biz*********@g**.com	5	59							378
Buckingham Strategic Wealth	8580 Scarborough Dr Ste 145, Colorado Springs, CO 80920	71926xxxx0	adm@b**************.com							563	8	663
The London Company of Virginia, LLC	1800 Bayberry Ct STE 301, Richmond, VA 23226	80477xxxx7	aas****@t********.com	4.2	5
WealthCare Advisors, LLC	10 N Martingale Rd Ste 400, Schaumburg, IL 60173 · ~4.1 mi	84746xxxx2	car********@w******************.com
Kathryn Amenta Money Coach	San Francisco, CA 94109	41551xxxx3	kat**@k**********.com			4.3	26
Morgan Stanley	1 New York Plaza, FDR Dr 36th Floor, New York, NY 10004	21260xxxx0	int********@m**********.com	4	14
Merrill Lynch Financial Advisor Erik R Rosencrans	10 N Martingale Rd Ste 250, Schaumburg, IL 60173 · ~4.1 mi	84760xxxx0	ale********@m.com
James G Woo - Private Wealth Advisor, Ameriprise Financial Services, LLC	4701 Cox Rd Ste 275, Glen Allen, VA 23060	80427xxxx0	dns***@a*.com	5	1
SD Mayer & Associates	235 Montgomery St Fl 30 San Francisco, CA 94104	41568xxxx1	abe@s****.com	4	4	2	4			241	39	253
Michael Chong - Private Wealth Advisor, Ameriprise Financial Services, LLC	1011 Warrenville Rd #225, Lisle, IL 60532	87735xxxx9
Definitive Wealth - Ameriprise Financial Services, LLC	227 W Monroe St Ste 3700, Chicago, IL 60606	31270xxxx9	dns***@a*.com
Edward Jones - Financial Advisor: Ryan D Williams Jr	275 W Campbell Rd Ste 240, Richardson, TX 75080 · ~32.7 mi	97258xxxx2	a.j*******@e********.com
Edward Jones - Financial Advisor: Meagan M Fishell	4190 24th St San Francisco, CA 94114	41528xxxx9	a.j*******@e********.com							90705		105000
First Republic Bank	558 Presidio Blvd, San Francisco, CA 94129	41556xxxx8	aa@f************.com	4	4	4.2	10			89730	259
Carma VanOrman - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71939xxxx4	adm@d*********.com							19		20
Paul Ambrosini - Financial Advisor, Ameriprise Financial Services, LLC	931 N Plum Grove Rd, Schaumburg, Il 60173 · ~5.8 mi	84760xxxx5	dns***@a*.com
Babylon Wealth Management	100 Pine St 1250 Ste 1250 San Francisco, CA 94111	41585xxxx1	a*@b**********.com							173		174
Oracle Financial Planners	1595 Selby Ave #213, St Paul, MN 55104	65144xxxx5	jho*@o*****.com
Retirement & Estate Investment Services	1807 Libbie Ave #104, Richmond, VA 23226	80430xxxx1	d@r****************.com
Patrick Murray - Financial Advisor, Ameriprise Financial Services, LLC	5500 St Charles Rd, Berkeley, IL 60163	63090xxxx9
Rick Bellew - RBC Wealth Management Financial Advisor	53 State St Suite 3600, Boston, MA 02109	61772xxxx6	rbc*******@r.com							13923		15000
Eun Shim - Financial Advisor, Ameriprise Financial Services, Llc	1900 E Golf Rd Ste 1255, Schaumburg, Il 60173 · ~5.2 mi	84751xxxx1	dns***@a*.com
Weaver Insurance & Financial Advisors	201 Osage Ln Ste 1, Waynesboro, VA 22980	54094xxxx1	cha******@w***********.com	4.9	208					2041	27	2100
Maroon Strategist LLC	495 Flatbush Ave, Brooklyn, NY 11225	71821xxxx2	inf@m**************.com	5	23							327
New Columbia Advisors - UBS Financial Services Inc.	1501 K St NW #1100, Washington, DC 20005	21282xxxx0	ben*****************@u.com
Chicago Wealth Management Group	205 N Michigan Ave Suite 810, Chicago, IL 60601	31289xxxx2
RT Course Wealth Management	5875 Lehman Dr Ste 100, Colorado Springs, CO 80918	71953xxxx0	bri**@r*****.com
Invision Capital	110 N Upper Wacker Dr #3325, Chicago, IL 60606	31223xxxx0	aab******@i**.com	5	1
Lula Financial	95 3rd St, Fl 2 San Francisco, CA 94103	17147xxxxx0				4.9	41
Liberty Tax	3801 Plank Rd Suite B, Fredericksburg, VA 22407	54068xxxx4	aar*@l*******.com	4.9	363
Virginia Commonwealth University - Financial Aid Office	1015 Floyd Ave #1, Richmond, VA 23284	80482xxxx0	abu***@v.edu	1.7	160
Manny Apolonio	100 Bush St Ste 1675 San Francisco, CA 94104	41577xxxx7	c18***************************@s***.wixpress									5000
Portfolio Advisory Group Inc	5425 Duke St, Alexandria, VA 22304	70346xxxx3		5	1
Eddie Vigil - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71922xxxx3	c50***************************@s***.io
Springs Wealth Group-Ameriprise Financial Services	201 E Las Animas St, Colorado Springs, CO 80903	71926xxxx4	cam********@a*.com
Pillar6 Advisors	735 Montgomery St Ste 250 San Francisco, CA 94111	87774xxxx6	ale@p*****.com			5	1
Pioneer Wealth Planning Group - Ameriprise Financial Services, LLC	2400 Ravine Way # 100, Glenview, IL 60025	84748xxxx0	dns***@a*.com	5	1
Forest Hills Financial Group	11835 Queens Blvd Ste 1230, Forest Hills, NY 11375	71826xxxx5	ala*********@f*.com	5	1
First State Investment Advisors \| Tulsa Financial Advisors	8801 S Yale Ave #410, Tulsa, OK 74137	91849xxxx1	dan*@f**********.com	5	140							10
Mary M. Geong, CPA EA MBA	1415 Grand Ave, Piedmont, CA 94610	51065xxxx7				4.9	60
Orion Advisor Solutions, Inc	17605 Wright St, Omaha, NE 68130	40289xxxx0	aba*****@o**.com	4.4	24
HG Wealth Management LLC	10 S Riverside Plaza, Chicago, IL 60606	31247xxxx6	hay@h****************.com
Anne M. Liang, CPA	5517 Geary Blvd, San Francisco, CA 94121	41575xxxx0	hel@c**************.com		5	3.7	3
Sheehy Toyota of Fredericksburg	11295 Patriot Hwy, Fredericksburg, VA 22408	54050xxxx6		4.6	7753
District Financial Planning	8403 Colesville Rd #1100, Silver Spring, MD 20910	30156xxxx0	bec******@l.com	5	5					300		298
Wills Financial Group	704 Libbie Ave, Richmond, VA 23226	80433xxxx0	ada@w*****.com
My Financial Advisor, a division of Principal Resource Group	800 Roosevelt Rd building b suite 413, Glen Ellyn, IL 60137	63085xxxx0	kar@m***************.org	5	1					7010
Gofen and Glossberg LLC	NBC Tower, 455 N Cityfront Plaza Dr #3200, Chicago, IL 60611	31282xxxx0	ada***@g**.com
Integrity Bank & Trust	5550 Powers Center Pt, Colorado Springs, CO 80920	71949xxxx0	aat****@i******************.com	4.8	46								5	7
Marks Wealth Management	1 Park Pl Suite 500, Annapolis, MD 21401	41093xxxx9	c18***************************@s***.wixpress	5	80							77
Mont Wealth SM	Colorado Springs, CO 80918	85564xxxx3	ami****@m*******.com
Ameriprise Financial	5755 Mark Dabling Blvd Ste 370, Colorado Springs, CO 80919	71959xxxx2
Edward Jones - Financial Advisor: Guy M Harris	816 Village Center Dr, Colorado Springs, CO 80919	71960xxxx9	and*****@c***********.ca	5	3
Donnie Deyoung - RBC Wealth Management Financial Advisor	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71938xxxx8	pdw@r.com									105
Mobley Tax & Accounting Services, LLC	2612 Grand Glen Rd, Richmond, VA 23223	80451xxxx8	hel@c**************.com							530	4
The New York Financial Group		34749xxxx1
First Command District Advisor - Robert Milmore	1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920	71959xxxx1	abe*@f*********.com							7488	218	7800
Bank of America (with Drive-thru ATM)	8097 Villa Park Dr, Richmond, VA 23228	80426xxxx0	and********@m.com	2.6	44
David H. Kobe & Associates	1001 Bayhill Dr Ste 200 San Bruno, CA 94066	65044xxxx6	mag*****@d**.com			2.6	5
Matthew Glenn - Thrivent	13710 Struthers Rd Ste 120, Colorado Springs, CO 80921	71989xxxx7	abc*****@t*****.com							40		119
Rick L Mundrane - Financial Advisor, Ameriprise Financial Services, LLC	540 Lake Cook Rd Ste 450, Deerfield, IL 60015	84796xxxx0
WealthVest Marketing	220 Montgomery St Ste 891 San Francisco, CA 94104	87759xxxx5	aar**@w*******.com			3	2
Wealth Enhancement Group	100 Pierce Rd Ste 105, Itasca, IL 60143 · ~2.4 mi	63028xxxx8	aba**@w**************.com
San Francisco Federal Credit Union	4375 Geary Blvd, San Francisco, CA 94118	14157xxxxx7	adu*************@s************.com	4.4	73	4.1	96			9630	360	9500
Edward Jones - Financial Advisor: Frank Wynne, CPWA®\|AAMS™\|CRPC™	1832 Woodmoor Dr Ste 200, Monument, CO 80132	71948xxxx2	a.j*******@e********.com							91611		106000
Vincere Wealth Management	201 Spear St Ste 1100 San Francisco, CA 94105	41557xxxx1	con**@a**********.com			5	2					180
Mehta Financial Group, LLC	9609 Gayton Rd #102, Richmond, VA 23238	80427xxxx0	dme*@m****************.com
Money Concepts	1045 Allegheny Dr, Colorado Springs, CO 80919	71959xxxx1	a@m************.com
Rui Accounting & Tax Services (CPA)	21063 Cornerpost Square, Ashburn, VA 20147	70393xxxx6	fil*@g****.com	5	10
First Command Financial Advisor - Alan Wesenberg	615 Wooten Rd Ste 130, Colorado Springs, CO 80915	71946xxxx5	abe*@f*********.com	5	21					38		42
Treasury Partners at Hightower	300 Madison Ave 29th Floor, New York, NY 10017	91728xxxx0	ako****@t*************.com							215		374
All About Your Taxes	358 El Camino Real, San Bruno, CA 94066	16504xxxxx2	akr@a**************.com	5	2	4.9	169
Serenity Wealth Management	333 S Wabash Ave UNIT 2700, Chicago, IL 60604	31273xxxx5	inf@s********.com	5	41					98	3	101
Fidelity Investments	8 Montgomery St, San Francisco, CA 94104	18004xxxxx0	a61**@f*****.com	3.3	21	1.6	194			339235		364000
Emerald Financial Partners	1511 Ritchie Hwy #304, Arnold, MD 21012	41022xxxx0	chr**@e*********************.com	5	57
Bennington Financial Planning	207 Main St, Bennington, VT 05201	80244xxxx0	fpa****@o***.org							15791		17000
William Blair	150 N Riverside Plaza, Chicago, IL 60606	80062xxxx7	aag***@w*********.com	4	9					1901	284	1900
Money Concepts	721 N Tejon St, Colorado Springs, CO 80903	71944xxxx2	a@m************.com
Edelman Financial Engines	19775 Belmont Executive Plaza Suite 530, Ashburn, VA 20147	83375xxxx3	aar*****@e********************.com							21036	27	21000
Mercer Advisors Wealth Management	475 N Martingale Rd Ste 300, Schaumburg, IL 60173 · ~4.6 mi	88864xxxx0	aar******@m***********.com							2669	27				5
Edward Jones - Financial Advisor: Edward M Velasquez, ABFP™\|AAMS™	15516 WC Commons Way, Midlothian, VA 23113	80489xxxx7	a.j*******@e********.com
Edward Jones - Financial Advisor: Tim Keating, CFP®\|AAMS™	5265 N Academy Blvd Ste 3400, Colorado Springs, CO 80918	71926xxxx3	a.j*******@e********.com							91611		106000
Advanced Planning NY	1359 Broadway #820, New York, NY 10018	21277xxxx0
Claudia Marban - Private Wealth Advisor, Ameriprise Financial Services, LLC	10261 W Lincoln Hwy, Frankfort, IL 60423	81546xxxx1	cla***********@a*.com							184
Ameriprise Financial Advisors	425 Market St Ste 2200 San Francisco, CA 94105	41595xxxx3
HOA Accounting Services	2261 Market St Ste 4100 San Francisco, CA 94114	92533xxxx0	ale****@h***********.com			3.5	21			314		356
RW Financial Planning, LLC	475 Half Day Rd Ste 100, Lincolnshire, IL 60069	84777xxxx2	inf@r*****************.com
Blue Trust \| Chicago Financial Advisors	500 Lake Cook Rd Ste 430, Deerfield, IL 60015	84794xxxx4	aar******@b******.com	4.9	14					178	12	267
Edward Jones - Financial Advisor: Matt Surma, AAMS™	15435 Gleneagle Dr Ste 130, Colorado Springs, CO 80921	71948xxxx7	a.j*******@e********.com	3.7	3					91611		106000
Alec Petty	San Francisco, CA 94104
Financial Advisor: Julian B Heron II	Colorado Springs, CO 80905	71957xxxx3	a.j*******@e********.com							91116		105000
Edward Jones - Financial Advisor	175 Olde Half Day Rd Ste 110, Lincolnshire, IL 60069	84795xxxx9	a.j*******@e********.com						21	82629		92648
James Foster - TD Wealth Financial Advisor	6514-B State Park Rd, Travelers Rest, SC 29690	86443xxxx8	abc******@t.com
Spazio Real Estate & Mortgages	1635 Irving St, San Francisco, CA 94122	41566xxxx4				5	60
Nathan Smith - Thrivent	7270 W 98th Terrace STE 110, Overland Park, KS 66212	91364xxxx1	ale*****@t*****.com
Brian McGivern - Financial Advisor, Ameriprise Financial Services, LLC	540 Lake Cook Rd Ste 450, Deerfield, IL 60015	84796xxxx2	dns***@a*.com
Venture USA LLC	65 N River Ln # 209, Geneva, IL 60134	16302xxxxx6	bal@v********.com
Virginia Estate and Retirement Planning Advisors, Inc.	919 E Main St Suite 1000, Richmond, VA 23219	80458xxxx9	dat***************@i**.de	5	18
Raymond James Financial Services	48 Wall St #1100, New York, NY 10005	21251xxxx2	aar**********@r*********.com							19550	3578	19000
Edelman Financial Engines	406 Forest Ave, Staten Island, NY 10301	83375xxxx3	aar*****@e********************.com	5	1					18773	23	20000
Professional Financial Advisors LLC	9300 W 110th St, Overland Park, KS 66210	91332xxxx5
Beacon Financial Partners	25825 Science Park Dr #110, Cleveland, OH 44122	21691xxxx0	aru*@b***********.com	5	11
San Francisco Federal Credit Union	770 Golden Gate Ave, San Francisco, CA 94102	14157xxxxx7	ald**********@s************.com	4.3	454	4.3	565			9628	360	9500
Risha Kilaru at OriginPoint	580 California St San Francisco, CA 94104	51020xxxx4	ava@o**********.com			4.8	338	5	14	330	3	365
Boerum Hill Financial Advisors, LLC	236 Livingston St #15g, Brooklyn, NY 11201	51669xxxx0	jon**@b*********.com	5	2					568		568
Carrier Financial Services	919 N Weber St, Colorado Springs, CO 80903	71924xxxx4
First Command Financial Advisor - Todd Hunsicker	615 Wooten Rd Ste 130, Colorado Springs, CO 80915	71946xxxx5	abe*@f*********.com	5	9					138		144
Everlife Accounting Group, LLC	3900 Westerre Pkwy Suite 300, Richmond, VA 23233	85553xxxx3		5	57
Private Wealth Management	12935 N Forty Dr Suite 105, St. Louis, MO 63141	31487xxxx4	aha*@p********.com
Kimberly Maez - Private Wealth Advisor, Ameriprise Financial Services	1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921	71959xxxx3	aub************@a*.com							353		364
Tim Silver - Financial Advisor, Ameriprise Financial Services, LLC	303 E Wacker Dr #1575, Chicago, IL 60601	31254xxxx0	dns***@a*.com
Chase Bank	926 Taraval St, San Francisco, CA 94116	14157xxxxx1	acc********@c**.com			3.4	18			947434	7240	37
Edward Jones - Financial Advisor: Guy M Harris, AAMS™	816 Village Center Dr, Colorado Springs, CO 80919	71959xxxx0	a.j*******@e********.com	5	3					91611		106000
KB Financial Advisors	90 New Montgomery St Ste 1001 San Francisco, CA 94105	41590xxxx9	con**@k*******.com			4.4	11					271
TheTaxGuySF	80 Eureka Square Ste 216 Pacifica, CA 94044	65053xxxx6	inf@t*********.com			4.9	78
Silversage Advisors	2502 Beach Head Way Richmond, CA 94804	41538xxxx0	rem*@s***************.com
Jamie Slaughter at Buckingham Strategic Wealth	8580 Scarborough Dr Ste 145, Colorado Springs, CO 80920	71926xxxx0	adm@b**************.com								6	649
Davis Financial Services LLC	9218 Haska Ct, Mechanicsville, VA 23116	80491xxxx3		5	23
First American Financial Co	2728 Thrush Grv, Colorado Springs, CO 80920	71959xxxx4	aal*@f****.com
Liberty Hill Investing, LLC	201 Spear St Ste 1100 San Francisco, CA 94105	41542xxxx2				5	4
Edward Jones - Financial Advisor: Brandon Simmons	200 W Northwest Hwy Ste 120, Mount Prospect, IL 60056 · ~4.7 mi	84725xxxx8	acc********@e********.com							82922
Andrew D Paulson - Ameriprise Financial Services, Inc.	1906 Sunderland Pl NW, Washington, DC 20036	20229xxxx7	and***********@a*.com							271		271
Planner Securities LLC	150 E 52nd St 7th floor, New York, NY 10022	64638xxxx0	ban**@p**************.com	5	1
Blue Ridge Financial Planning	111 Clebourne St Suite 220, Fort Mill, SC 29715	80344xxxx8	joe****@b**************.com	5	34							370
Young Jane M	7025 Tall Oak Dr, Colorado Springs, CO 80919	71926xxxx0	5bf***********************************@w***************.com	5	3
Quinn Financial Planning LLC	9501 W 144th Pl #300e, Orland Park, IL 60462	70858xxxx1	jsm*@q****.com	5	6
Edward Jones - Financial Advisor: Christine A Burbidge	4811 Emerson Ave Ste 109, Palatine, IL 60067 · ~7.3 mi	22480xxxx7	a.j*******@e********.com							127
Mercer Advisors Wealth Management	767 3rd Ave 37th Floor, New York, NY 10017	88860xxxx3	aap***@m***********.com	5	1					2850	28	2900
Langan Financial Group Retirement & Wealth Management	1863 Center St, Camp Hill, PA 17011	71792xxxx3	dev@l************.com	5	159					728	20	728
Atwill Financial Consulting Group, LLC	7202 Glen Forest Dr STE 101, Richmond, VA 23226	80467xxxx0	dat***************@i**.de
Ayers Financial Services	5185 Peters Creek Rd, Roanoke, VA 24019	54056xxxx4	cat****@a***********.com	4.3	6
The Police Credit Union	2400 Irving St, San Francisco, CA 94122	18002xxxxx1	aar@t********.org	4.6	17	3.5	98			1946
Edward Jones	1817 N Union Blvd Ste E, Colorado Springs, CO 80909	71963xxxx2	a.j*******@e********.com	5	5
NFP, an Aon company	1640 Huguenot Rd, Midlothian, VA 23113	80432xxxx6	jsw****@a****************.com	5	1
Wealth Planning Advisory Group and Wealth Planning Asset Management	302 US-202, Bedminster, NJ 07921	90871xxxx0	dam*@w***********.com
Capital Fiduciary Advisors, LLC	20130 Lakeview Center Plaza Ste. 400, Ashburn, VA 20147	70343xxxx2	chr@c*********************.com	5.053	53							181
Angela Dumalig Coaching	San Francisco, CA 94118		ang*@a**********.com									243
Henrico County Finance Department	4301 E Parham Rd, Richmond, VA 23228	80450xxxx9	aal***********@h****.us	4.4	19
SF Fire Credit Union	3201 California St, San Francisco, CA 94118	41567xxxx0	aas**@s*****.org	3.7	95	3.5	379			1956	522	1900
University of Mary Washington	1301 College Ave, Fredericksburg, VA 22401	54065xxxx0	aab*******@u.edu							29024	110993	30000
ThompsonMcMullan PC	100 Shockoe Slip Third Floor, Richmond, VA 23219	80464xxxx5	acc*****@t***.com	4.6	40					286	48	317
RMB Capital	115 S La Salle St 34th floor, Chicago, IL 60603	31299xxxx0	inf@r****.com					5	13	102	9	118
Davinci Financial Planning	5321 Cliff Point Cir W, Colorado Springs, CO 80919	71963xxxx4
Experience Your Wealth, LLC \| Fee-Only Financial Planning Firm			e04***********************************@w***************.com	5	35							299
Altfest Personal Wealth Management	445 Park Ave 6th floor, New York, NY 10022	21240xxxx0	aal***@a****.com	5	4
Ryan May - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC	540 Lake Cook Rd Ste 450, Deerfield, IL 60015	84796xxxx1		5	17
Arkenstone Financial	1824 Woodmoor Dr, Monument, CO 80132	71969xxxx5
Edward Jones - Financial Advisor: Dominic J McKenna	887 Island Dr Ste E Alameda, CA 94502	51074xxxx0	a.j*******@e********.com			5	1			89685		103000
Fiscal Fitness Tax & Financial Services, Inc.	2650 Hull St, Richmond, VA 23224	80432xxxx6	tax**@f*************.com	5	133					130	7	132
Drucker Wealth Management	2 Park Ave #300, New York, NY 10016	21268xxxx0	aut*@d**********.com	4.9	64					816	11	835
Stewardship Financial Planning, Inc	90 N Broadway Suite 218, Irvington, NY 10533	91438xxxx1	e70***********************************@w***************.com	5	2
Mike Koran - Primary Residential Mortgage	1746 18th St, San Francisco, CA 94107	15108xxxxx5	kay******@p*****.com	5	117	5	148			73	2	77
Edward Jones - Financial Advisor: Amber L Jack, AAMS™\|CRPC™	16055 Old Forest Pt Ste 100, Monument, CO 80132	71948xxxx3	a.j*******@e********.com							48		50
Lanyap Financial Services	240 Kent Ave #29, Brooklyn, NY 11249	91733xxxx9	con**@l************.com	5	10							65
United States Tax Services	800 E Northwest Hwy Suite 1090 10th Floor, Palatine, IL 60074	80091xxxx9	c18***************************@s***.wixpress	4.9	125					1371	14	1300
Charles Schwab	111 S Tejon St Ste 109, Colorado Springs, CO 80903	71963xxxx6	ask****@s***.com	3.4	13					646130	222	657000
The Financial Zen Group	600 California St Fl 11 San Francisco, CA 94108	41579xxxx5	cli*********@f*********.com			5	4			11		16
Edward Jones - Financial Advisor: Jason W Habern, CFP®	801 E Campbell Rd Ste 200, Richardson, TX 75081 · ~32.3 mi	97247xxxx9	a.j*******@e********.com							90706		105000			5	2
Patelco Credit Union	124 2nd St, San Francisco, CA 94105	18003xxxxx8	aab**@p****.org	3.9	46	2.4	214			34830	735	35000
Cullen Financial Advisors	90 New Montgomery St San Francisco, CA 94105	41578xxxx1	cul***@c************.com
Lanning Financial	100 Pine St Ste 1250 San Francisco, CA 94111	41535xxxx9	adm@l*************.com			5	7			4322		4700
Ascent Financial	5875 Lehman Dr Ste 200, Colorado Springs, CO 80918	71926xxxx0	dou@a******************.com	4.9	8
Sam Wooton - Financial Advisor, Ameriprise Financial Services, LLC	2941 Fox Chase Ln, Midlothian, VA 23112	80476xxxx0	bre***********@a*.com	5	1
Forbes, Lisa, AGT	5755 Mark Dabling Blvd, Colorado Springs, CO 80919	71959xxxx2	ame****************@a*.com							132306		134000
Simon Associates-Professional Fiduciary	San Francisco, CA 94146	41528xxxx3	bsi*@o*******.com			3.7	3
Financial Planning Group	8795 Ralston Rd #212, Arvada, CO 80002	30333xxxx4	ome***@f***********.com	5	10
Financial Services	1143 Liberty Ave, Brooklyn, NY 11208
Mona Lara - Thrivent	13170 Struthers Loop, Colorado Springs, CO 80921	71922xxxx8	abc*****@t*****.com							327		331
First Command Financial Advisor - Ellie Sievertsen	1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920	71959xxxx1	abe*@f*********.com							7488	218	7800
Rick Gorham - RBC Wealth Management Financial Advisor	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71938xxxx5	cha*******@r.com		2							155
Edward Jones - Financial Advisor: Brady A Pitt, ABFP™	6543 N Academy Blvd, Colorado Springs, CO 80918	71953xxxx4	a.j*******@e********.com	4.5	2					91026		105000
Financial Planning Group the-Tax & Financial Planning Advisory S	299 Arguello Blvd San Francisco, CA 94118	41575xxxx2
American Portfolio Financial	270 Madison Ave # 1500, New York, NY 10016	21285xxxx0
CFP Board	1425 K St NW #800, Washington, DC 20005	20237xxxx0	aam*@c.net	3.3	10					25777	64
Edward Jones	6543 N Academy Blvd, Colorado Springs, CO 80918	71953xxxx4	acc********@e********.com									115
Independent Financial	501 S Tejon St, Colorado Springs, CO 80903	71957xxxx8	adm@i*******.com	4.1	9					3299	557	3400
Southshore Financial Planning	1600 E 8th Ave A200, Tampa, FL 33605	81340xxxx4	chr@s*********.com	5	2					58		65
Alpers Financial Planning	4021 Mountain Dance Dr, Colorado Springs, CO 80908	71949xxxx2	bri@a************.com
Investment Strategies Inc	18420 W Forest Dr, Monument, CO 80132	71948xxxx2
Springs Wealth Group - Ameriprise Financial Services	201 E Las Animas St Ste 103, Colorado Springs, CO 80903	71926xxxx4	cam********@a*.com	3	2					333	4	397
Retirement Capital Planners, LLC	4860 Cox Rd #200, Glen Allen, VA 23060	80437xxxx7	inf@r********.com
Jackson Hewitt Tax Service	5320 Chamberlayne Rd, Richmond, VA 23227	80426xxxx5		4.9	269					259887	10429	259000
Edward Jones - Financial Advisor: Ellen Wulf	5522 Lakeside Ave, Richmond, VA 23228	80426xxxx4	a.j*******@e********.com	5	1
Floyd Financial Group, LLC	1304 W Battlefield Rd, Springfield, MO 65807	41788xxxx3	ash*@f****************.com	4.6	9					196	5	213
Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency	1550 Noriega St Ste 100 San Francisco, CA 94122	41566xxxx5	bra**@h*********.com			4.6	59			187		183
Source Financial Advisors	545 5th Ave #1100, New York, NY 10017	21227xxxx0	ama***@s*****.com	5	3					420		427
Ameriprise Financial	831 N Corona St, Colorado Springs, CO 80903	71952xxxx2	apr*********@a*.com
Bedel Financial Consulting	8940 River Crossing Blvd Suite 120, Indianapolis, IN 46240	31784xxxx8	aad*@b***********.com	5	58					508	21
Edward Jones - Financial Advisor: Juan D Martinez	101 W Renner Rd, Richardson, Tx 75082 · ~32.9 mi	97223xxxx1	a.j*******@e********.com							90705		105000
Edward Jones - Financial Advisor: Bob Gibson	3604 Hartsel Dr Ste B, Colorado Springs, CO 80920	71937xxxx7	and*****@c***********.ca	3.6	8
Merrill Lynch Wealth Management	10 N Martingale Rd, Schaumburg, IL 60173	84760xxxx0	ale********@m.com	3	2
Lane Financial Management Inc	3710 Sinton Rd, Colorado Springs, CO 80907	71959xxxx0	dam@a***************.com									67
Edward Jones - Financial Advisor: Aaron Buehler, AAMS™\|CRPC™	107 W Prospect Avenue, Mount Prospect, IL 60056 · ~4.7 mi	84779xxxx5	acc********@e********.com							81	3				5
Merrill Lynch Financial Advisor Sharon F Oberlander	110 N Upper Wacker Dr, Chicago, IL 60606	31269xxxx0	ale********@m.com	5	3
Pamela G Lee, CFP - Pursestrings	2647 21st Ave San Francisco, CA 94116	41575xxxx8	pam@p********************.com
Redwood Credit Union	1390 Market St, San Francisco, CA 94102	80047xxxx8	aa@r********.org			3.4	117			42998	228	43000
Edward Jones - Financial Advisor: Bill Gorab	10807 New Allegiance Dr Ste 440, Colorado Springs, CO 80921	71928xxxx2	and*****@c***********.ca
1285 Avenue of the Americas Branch Office - UBS Financial Services Inc.	17th, + 18th Floors, 1285 6th Ave 15th, 16th, New York, NY 10019	21271xxxx0	acc*************@u.com	5	4
The Neal Wealth Consulting Group - UBS Financial Services Inc.	1501 K St NW #1100, Washington, DC 20005	20258xxxx3	ben*****************@u.com
David Nethery - Financial Advisor, Ameriprise Financial Services, LLC	2221 Lakeside Blvd, Ste 1250, Richardson, TX 75082 · 2.2 mi	21444xxxx1	car**********@a*.com
Young, Jane M	7025 Tall Oak Dr Ste 210, Colorado Springs, CO 80919	71926xxxx0
Ayuda Financial Services	240 Golden Gate Ave Ste 105 San Francisco, CA 94102	41544xxxx1	afi**************@a***********.com			4.7	15
VitaVie Financial Planning	34 Meadow Dr Mill Valley, CA 94941	41527xxxx3	inf@f*****************.com
Rebellion Research	350 E 54th St, New York, NY 10022	21249xxxx8		5	71
America United Wealth Planning	1900 E Golf Rd ste 950 ste 950, Schaumburg, IL 60173	84759xxxx5	joh@a*************.com	5	6
EP Wealth Advisors	35 W Slade St, Palatine, IL 60067	84734xxxx6	ab@e*******.com	5	2			5	56	1103	33
Risha Kilaru at OriginPoint	580 California St Office 1616 San Francisco, CA 94104	51046xxxx4	ala******@o********.com	3	2	4.8	372			355	3	388
Financial Fitness Center	295 27th St, Oakland, CA 94612	51065xxxx4	ann@f********************.com	3.7	3	4.3	20
Carmen C Goldsmith - MassMutual	101 Montgomery St Ste 600 San Francisco, CA 94104	41574xxxx2	aal@f***********.com			5	6
Jane Financial	Oakland, CA 94577	41541xxxx2	abe***********************************@w***************.com			5	2
Willis Johnson & Associates	5847 San Felipe St #1500, Houston, TX 77057	71343xxxx0	abe******@w***************.com	5	14					232	14	257
Power Wealth Management	2400 Lakeview Pkwy suite 675, Alpharetta, GA 30009	40488xxxx9		5	8
Bennett and Co Advisors	731 N Tejon St, Colorado Springs, CO 80903	71957xxxx9	bri*@b***.com
DC Advisory US - Chicago	300 N La Salle Dr 20th floor, Chicago, IL 60654	31294xxxx0	aal********@d*******.com
Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC	3610 Shire Blvd, Ste 212, Richardson, TX 75082 · 3.9 mi	97263xxxx1	amy****@a*.com	5	4
Edward Jones - Financial Advisor: Daniel Jew	2413 Webb Ave Ste D Alameda, CA 94501	51052xxxx6	a.j*******@e********.com	5	1	5	9
Joel Eggerding - Thrivent	134 W Lake St, Bloomingdale, IL 60108	63031xxxx3	ben*****@t*****.com
Financial Freedom Planners	3741 Westerre Pkwy suite c, Richmond, VA 23233	80427xxxx4	cro***@f*********************.com	5	127					206	3	208
Scott Stackman - UBS Financial Services Inc.	299 Park Ave 26th floor, New York, NY 10171	21282xxxx2	abc*****@u.com
Unifirst Financial & Tax Consultants	205 Van Buren St Suite 120, Herndon, VA 20170	88858xxxx0	abb@c*****.com	4.8	49
Edward Jones - Financial Advisor: Laura Service, CFP®\|AAMS™	3781 Westerre Pkwy Suite B, Richmond, VA 23233	80467xxxx5	a.j*******@e********.com	5	1					89424		103000
David Winekoff - Private Wealth Advisor, Ameriprise Financial Services, LLC	227 W Monroe St Ste 3700, Chicago, IL 60606	31270xxxx8
VLP Financial Advisors	8391 Old Courthouse Rd # 203, Vienna, VA 22182	70335xxxx0	afi***@v**.com	5	22					117		129
Evelyn Deitering - Financial Advisor, Ameriprise Financial Services, LLC	1901 N Roselle Rd Ste 650, Schaumburg, IL 60195	63023xxxx8
Convergent Financial Group	3850 Bessemer Rd, Mt Pleasant, SC 29466	84397xxxx2	kel***@c*********.com	5	24
Central Park Financial Planning LLC	60 E 42nd St Suite 4600, New York, NY 10165	21265xxxx8	inf@c*******.com							23		25
First Command Financial Advisor - Chad Holland	1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920	71959xxxx1	abe*@f*********.com	5	4					3	218	5
Wespath Benefits and Investments	1901 Chestnut Ave, Glenview, IL 60025	80085xxxx1	ab@w******.org	3.2	22			3.9	23	1742	97	2100
Todd Temple - Northwestern Mutual	111 Sutter St Ste 1800 San Francisco, CA 94104	41573xxxx4	tod*******@n.com			4.5	2			2		3
Hanke Wealth Management	100 Bush St Ste 1675 San Francisco, CA 94104	41578xxxx0	c18***************************@s***.wixpress			5	5
Mosher Financial Group	256 Laguna Honda Blvd Ste A San Francisco, CA 94116	41568xxxx0
BDO	200 S 10th St Suite 850, Richmond, VA 23219	80433xxxx2	aab*****@b.com							7912		8300
56 Capital Partners, LTD	1465 Kelly Johnson Blvd, Colorado Springs, CO 80920	71941xxxx3	con****@5**************.com
Altair Advisers	303 W Madison St # 600, Chicago, IL 60606	31242xxxx0	ani***@a***********.com							134	8	140
Edward Jones - Financial Advisor: Mike Burdick, CFP®	85 W Algonquin Rd Ste 310, Arlington Heights, IL 60005 · ~3.5 mi	84771xxxx0	a.j*******@e********.com		275					82922
First Command Financial Advisor - Michelle Makynen	615 Wooten Rd Ste 130, Colorado Springs, CO 80915	71946xxxx5	ban***@f*********.com	5	2					7488	218	7800
Hurlow Wealth Management Group, Inc.	3925 E Hagan St #300, Bloomington, IN 47401	81233xxxx6	ath***@h*********.com	5	13
Gary C Wong, CPA	14 Glen Alpine Rd Piedmont, CA 94611	51021xxxx4	inf@c**********.com	5	4
Edward Jones - Financial Advisor: Joe Suhajda	13804 Gleneagle Dr, Colorado Springs, CO 80921	71928xxxx4	and*****@c***********.ca		2
Sikich LLP	1415 W Diehl Rd STE 400, Naperville, IL 60563	63056xxxx0	aa@s*****.com	3.9	7					3185	288	3421
Brian Peters - Thrivent	13710 Struthers Rd Ste 120, Colorado Springs, CO 80921	81780xxxx7	abc*****@t*****.com							64		65
Passed Pawn Advisors	25 Central Park W, New York, NY 10023	64692xxxx1	acc***@p***************.com
United America Financial	512 E Randolph Rd Suite D, E, F, G, H, I, J, Silver Spring, MD 20904	88821xxxx2	ros**@u********.com	5	138							2
Young Jane M	7025 Tall Oak Dr Ste 210, Colorado Springs, CO 80919	71926xxxx0	5bf***********************************@w***************.com
HLM Capital Management Group	1849 Green Bay Rd Ste 200, Highland Park, IL 60035	84756xxxx0	cxx***@h*******.com
Albert Wu, CFP ChFC - Raymond James Financial Services	11790 Sunrise Valley Dr #103, Reston, VA 20191	57152xxxx5	aar**********@r*********.com							17517		18000
Edward Jones - Financial Advisor: Daniel J Seitz, AAMS™	523 State Hwy 248 #1, Branson, MO 65616	41733xxxx8	a.j*******@e********.com
Kevin Stevens - Private Wealth Advisor, Ameriprise Financial Services, LLC	1375 Woodfield Rd Ste 750, Schaumburg, IL 60173	84761xxxx1
Edward Jones - Financial Advisor: Brady A Pitt	6543 N Academy Blvd, Colorado Springs, CO 80918	71990xxxx1	and*****@c***********.ca	4.7	3
RHS Financial	4171 24th St. Suite 101 San Francisco, CA 94114	41549xxxx0	ale@r**********.com			5	1
TSG Financial Strategies	12201 Merit Dr, Dallas, TX 75251 · ~33.5 mi	21467xxxx1	mst*****@f.newyorklife
Curb The Clutter	568 Shoreline Hwy, Mill Valley, CA 94941	41564xxxx1	hel@r********.com	5	2	4.9	9
Areté Wealth Strategists	2120 University Ave Fl 5 Berkeley, CA 94704	88854xxxx0	ash*@a*****.com			4.3	6
Edward Jones - Financial Advisor: Matthew T Mierzycki	1569 Sloat Blvd Ste 312 San Francisco, CA 94132	41550xxxx8	a.j*******@e********.com							91051		105000
Edward Jones - Financial Advisor: Justin B Dean, CFP®\|ChFC®\|AAMS™	1201 Connecticut Ave NW Ste 850, Washington, DC 20036	20222xxxx9	a.j*******@e********.com							91584		106000
Capital One Café	11800 W Broad St 1052 1052, Richmond, VA 23233	80465xxxx1	aar********@c*******.com							178748	11190	39
Financial Advisor For You	1820 Wyoming Ave NW, Washington, DC 20009	20225xxxx9	joh@f********************.com	5	1
Edward Jones	2790 N Academy Blvd Ste 326, Colorado Springs, CO 80917	71938xxxx0	acc********@e********.com							90712		105000
JHL Capital Group	900 N Michigan Ave, Chicago, IL 60611	31262xxxx0	ach***@j************.com	4	1
Townsend Wealth Management	6867 Mountainbrook Dr STE 102, Columbus, GA 31904	70622xxxx0	jan@t********.com	5	2
leumaS Mobile & Electronic Notary Services LLC	1806 Summit Ave Suite 300, Richmond, VA 23230	80449xxxx7	inf@l**********.com	5	51
Wealth Enhancement Group	300 N Washington St Suite 101, Falls Church, VA 22046	70358xxxx0	aba**@w**************.com	5	5					2708		3000
Liberty Tax	10641 Hull Street Rd N, Midlothian, VA 23112	80460xxxx6	a@l*********.com	4.9	119
Paige Kerr - Private Wealth Advisor, Ameriprise Financial Services, LLC	227 W Monroe St Ste 3700, Chicago, IL 60606	31270xxxx5	dns***@a*.com	5	1
James Forcucci - Private Wealth Advisor, Ameriprise Financial Services, LLC	1761 S Naperville Rd # 100, Wheaton, IL 60189	63087xxxx0
Edward Jones - Financial Advisor: Brad Helton	2950 Professional Pl Ste 205, Colorado Springs, CO 80904	71947xxxx4	a.j*******@e********.com							109856		109000
Raymond James Financial Services	330 E 38th St #39q, New York, NY 10016	21269xxxx6	aar**********@r*********.com							17585		19000
Norbay Insurance Services	1728 Noriega St San Francisco, CA 94122	41566xxxx0	inf@n*************.com		5	3	3
CenterCoast Private Wealth Management	100 N Field Dr Ste 170, Lake Forest, IL 60045	22488xxxx0
Brian Grote - Financial Advisor, Ameriprise Financial Services, LLC	15 Spinning Wheel Rd Ste 217, Hinsdale, IL 60521	63058xxxx0
Edward Jones - Financial Advisor: Shaun O'Bryant, CFP®	13710 Struthers Rd Ste 125, Colorado Springs, CO 80921	71948xxxx7	a.j*******@e********.com							92410		108000
The Humphreys Group	220 Montgomery St Ste 1850 San Francisco, CA 94104	41592xxxx1	dia@h***********.com							90	2	100
Northwestern Mutual	100 E Wisconsin Ave # 2300, Milwaukee, WI 53202	41427xxxx2	a.-*********@n***************.com	3.3	7					78	16152	78
Your Best Path Financial Planning	8280 Willow Oaks Corporate Dr Suite 600, Fairfax, VA 22031	70357xxxx5	c18***************************@s***.wixpress	5	14							73
WORLD WEALTH PRESERVATION	477 Madison Ave, New York, NY 10022	90846xxxx9	eli***********@w********************.com
Tristate Financial Advisors	8605 Westwood Center Dr #206, Vienna, VA 22182	70334xxxx3	inf@f*******.com
Mason Luke - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71935xxxx8	ben*****@t*****.com
Mercer Advisors Wealth Management	5613 DTC Pkwy #650, Greenwood Village, CO 80111	30376xxxx7	aar******@m***********.com	5	2					2837	28	2900
Advisor Financial Services	9307 Brook Rd, Glen Allen, VA 23060	80423xxxx0	cju*@r***********.org	5	4
Pixel Financial Planning	201 Spear St Ste 1100 San Francisco, CA 94105	41589xxxx0	c90***********************************@w***************.com		4	5	19
Edward Jones - Financial Advisor: Mark T Hegland	1875 Lombard St, San Francisco, CA 94123	41544xxxx0	a.j*******@e********.com			4.7	11			90563		104000
Robert Goshen - Financial Advisor, Ameriprise Financial Services, LLC	540 Lake Cook Rd Ste 450, Deerfield, IL 60015	84796xxxx0	dns***@a*.com
Jason King - Private Wealth Advisor, Ameriprise Financial Services, LLC	1021 E Cary St Ste 1001, Richmond, VA 23219	80496xxxx0	aku****@a*.com
Alpers & Associates Inc	PO Box 644, Monument, CO 80132	71949xxxx3	bri@a************.com
Lisa Forbes - Financial Advisor, Ameriprise Financial Services	7035 Campus Dr Ste 801, Colorado Springs, CO 80920	71930xxxx8	dns***@a*.com
Bonnie Schultz - Financial Advisor, Ameriprise Financial Services, LLC	227 W Monroe St Ste 3700, Chicago, IL 60606	31276xxxx0	dns***@a*.com
JMD Financial Partners, LLC	100 Pine St Ste 1250 San Francisco, CA 94111	41572xxxx0	guy@j*************.com			5	4
First Affirmative Financial Network	5475 Mark Dabling Blvd Ste 108, Colorado Springs, CO 80918	71963xxxx5	and*****@f*************.com							544	36	559
Edward Jones - Financial Advisor: Patrick Cross	345 W Portal Ave Ste 100 San Francisco, CA 94127	41566xxxx1	a.j*******@e********.com			4.2	5			91050		105000
Morgan Stanley Smith Barney	1 Sansome St Fl 38 San Francisco, CA 94104	41598xxxx0	a.m*****@m*.com			1.3	11
Workplace Financial Advisors	525 NJ-73 Suite 307, Marlton, NJ 08053	85692xxxx9		5	9
Capstone Investment Financial Group	615 N Nevada Ave Ste 1, Colorado Springs, CO 80903	71947xxxx3	csa@c***********.com
Jillian Bremer	San Francisco, CA 94115		inf@d************.org			5	4
Capitol Financial Solutions	8720 Stony Point Pkwy Suite 325, Richmond, VA 23235	80428xxxx0	aho**@c**.com
Wells Fargo Bank	5455 Geary Blvd, San Francisco, CA 94121	14153xxxxx5	aar********@w*******.com	3.4	29	2.8	48			150654		11
Edward Jones - Financial Advisor: Joseph Locke	1125 Kelly Johnson Blvd Ste 241, Colorado Springs, CO 80920	71930xxxx1	a.j*******@e********.com	3.7	3					109856		109000
Roundleaf - San Jose	2055 Junction Ave Ste 115 San Jose, CA 95131	14089xxxxx3	ask@r***********.com	4.8	24	4.7	120			681	28
Dreyfus Corporation	200 Park Ave, New York, NY 10166	21292xxxx0	abd*********@d****.com	3	2
Mark Anthony Porter - Porter, Ritchie and Associates	44 Montgomery St Ste 3100 San Francisco, CA 94104	41574xxxx6	dns***@a*.com			5	6
Financial Services Advisory	1 Church St # 901, Rockville, MD 20850		aba**@f******.com	5	5					159
Investment Advisors Group Inc	21W215 Coronet Rd, Lombard, IL 60148	63026xxxx7
Wealth Over Now	Virtual, Washington, DC 20018	75752xxxx5	inf@w***********.com	5	11
Equity Concepts LLC	2550 Gaskins Rd, Henrico, VA 23238	80428xxxx3	ala****@e************.com	3.9	11
LPL Financial	Richmond, VA 23230	80474xxxx4	ann***********@l.com	4	1
Edward Jones - Financial Advisor: Bob Gibson	9362 Grand Cordera Pkwy Ste 220, Colorado Springs, CO 80924	71949xxxx1	a.j*******@e********.com	3.6	8					109856		109000
Moskowitz LLP	201 California St Ste 640 San Francisco, CA 94111	62821xxxx3	afo@m*********.com	4	32	3.5	206			155		179
Tyler Tiesing - State Farm Insurance Agent	2710 W Hundred Rd, Chester, VA 23831	80454xxxx6	tyl@t*************.com	5	101					58		160
Gracious Financial Planning	220 Montgomery St San Francisco, CA 94104	41539xxxx6
Battlefield Wealth Planning - Ameriprise Financial Services, LLC	9117 Center St, Manassas, VA 20110	70333xxxx7	adr**********@a*.com	5	1							188
Unique Financial Advisors & Tax Consultants	999 Palmer Ave #5, Holmdel, NJ 07733	73261xxxx0	cri***@u********************.com	4.9	33
Portsmouth Financial Services	250 Montgomery St Ste 200 San Francisco, CA 94104	41554xxxx0	bjo***@p****************.com
DLH Solutions, LLC	9854 Lori Rd Suite 202, Chesterfield, VA 23832	80430xxxx5	dar**@d*****************.com	5	7
FSR Wealth Strategies	444 N York St, Elmhurst, IL 60126	63099xxxx0	bbr*@f******.com	4.2	10
Arlington Wealth Management	21 S Evergreen Ave 1st Floor, Arlington Heights, IL 60005	85547xxxx6	inf@a**************.com	5	1
Prosperity Capital Advisors	30400 Detroit Rd # 201, Westlake, OH 44145	88824xxxx4	adi***@c***********.com	4.8	17
Adam Stempin/New Dominion Financial	2093 Emancipation Hwy, Fredericksburg, VA 22401	54027xxxx7		4.9	28
Edward Jones - Financial Advisor: Katie E Randall	1920 Vindicator Dr Ste 112, Colorado Springs, CO 80919	71926xxxx8	a.j*******@e********.com							45		51
Savant Wealth Management	190 Buckley Dr, Rockford, IL 61107	81522xxxx0	axx@s***********.com	3.2	5
Voice Wealth Management	370 E 76th St ste 1805-b, New York, NY 10021	64663xxxx0	rus*********@v********.com
Beam Financial Group	San Francisco, CA 94123					5	8
Glass Jacobson Wealth Advisors	702 King Farm Blvd Suite 610, Rockville, MD 20850	30191xxxx0	ala********@g**********.com	4.7	26					428	23	432
Stock Plan Advisory Group LLC	500 N Washington St Suite 204, Alexandria, VA 22314	20268xxxx3	sto****************@d***************.com	5	3
Arlington Financial Services	1240 Meadow Rd #200f, Northbrook, IL 60062	84784xxxx0	bpa**@a***********************.com
Carma VanOrman - Thrivent	7222 Commerce Center Dr Ste 220, Colorado Springs, CO 80919	71939xxxx4	abc*****@t*****.com							20		20
SAS Financial Advisors	582 Market St Ste 1604 San Francisco, CA 94104	41573xxxx2	ala@s********.com			5	2
Demmon Gann Group Inc	2925 Professional Pl Ste 101, Colorado Springs, CO 80904	71932xxxx0
Westbilt Financial Group	18 E Willamette Ave, Colorado Springs, CO 80903	71947xxxx8	abu******@w**************.com	4	4					172		180
DC Financial Services	8507 Oxon Hill Rd Suite 200, Fort Washington, MD 20744	30196xxxx2		4.9	21
Wealthspan Advisors, LLC	1500 E Beltline Ave SE Suite 200, Grand Rapids, MI 49506	61665xxxx1	c18***************************@s***.wixpress
Chicago Wealth Management, Inc.	2 N Riverside Plaza Suite 1620, Chicago, IL 60606	31237xxxx0	jcr**@c******.com
Edward Jones - Financial Advisor: Jason W Habern, CFP®	801 E Campbell Rd Ste 200, Richardson, TX 75081 · 2.0 mi	97247xxxx9	a.j*******@e********.com							88358		101000
Buckeye Wealth Management	155 Commerce Park Dr, Westerville, OH 43082	61483xxxx0	bes@b***********.com	4	4							79
Advanced Wealth Planning Group	5401 W Kennedy Blvd Ste 460, Tampa, FL 33609	81377xxxx4	aat****@n**********.com	5	9							20
Aaron Thurston - Financial Advisor, Ameriprise Financial Services	1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921	71959xxxx1	aar***********@a*.com							100		106
Robert Lee Riley	50 California St Fl 15 San Francisco, CA 94105	41530xxxx8	lee@r**************.net	5	2	5	7
Belonging Wealth Management - Fiduciary Financial Advisor	1405 Colony Cir, Longview, TX 75604	90347xxxx4	bra**@b************.com	5	10
Investment Trust Co	7350 Campus Dr, Colorado Springs, CO 80920	71963xxxx7	cas*******@i************.com
True Root Financial	San Francisco, CA 94109	41532xxxx2	hel@t**************.com			5	9			342		369
Donald Huff - Financial Advisor, Ameriprise Financial Services, LLC	1 Northfield Plaza Ste 480, Northfield, IL 60093	84727xxxx7	dns***@a*.com
Atradius Credit Insurance and Debt Collection	3500 Lacey Rd #220, Downers Grove, IL 60515	63049xxxx0	amo*************@a*****.us	1	2
Advanced Tax Specialists Va	17 Jefferson Davis Hwy N Ste B, Richmond, VA 23224	80441xxxx7	dav*******@a********.com	5	31
Woo & Associates - Ameriprise Financial Services, LLC	4701 Cox Rd Ste 275, Glen Allen, VA 23060	80427xxxx0	dns***@a*.com	5	1
Michael Howlett - Financial Advisor, Ameriprise Financial Services, LLC	2 Pierce Pl Ste 1700, Itasca, IL 60143	84760xxxx5
Vision Wealth Planning, LLC	4860 Cox Rd, Glen Allen, VA 23060	80436xxxx4	deb*@v*******.com									152
First Republic Bank - Temp. CLOSED	558 Presidio Blvd San Francisco, CA 94129	41556xxxx8	aa@f************.com	4	4	4.2	10
First Command Financial Advisor - Thomas Beuerman	615 Wooten Rd Ste 130, Colorado Springs, CO 80915	71946xxxx5	ban***@f*********.com							101		109
First Command Financial Advisor - Doug Keller	1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920	71959xxxx1	abe*@f*********.com							7559	218	7900
Future You Wealth	200 Vesey St, New York, NY 10281	91751xxxx0	inf@f*************.com	3	2					79		88
Teh Financial Coaching	Milpitas, CA 95035	51036xxxx9	acc********@s******.org			4.9	96			756		812
Genesis Gold Group	Serving theUnited States Air Force Acad Area	83363xxxx7
Rockford Retirement Planning, Inc.	555 S Perryville Rd Suite 209, Rockford, IL 61108	81563xxxx5		4.9	55
Williams Jones Wealth Management	717 5th Ave 11th Floor, New York, NY 10022	21293xxxx0	amo@w***********.com	4.8	5
NFO Financial Advisory		63050xxxx5	fil*@g****.com
Edward Jones - Financial Advisor: Jilena Y Mok	2000 Van Ness Ave Ste 714 San Francisco, CA 94109	41577xxxx0	a.j*******@e********.com							87586		100000
Financial Planning Investment Group	1615 Forum Pl STE 1A, West Palm Beach, FL 33401	56168xxxx4	ale@f*****.com	5	1
HarborLight Investments	516 El Cerrito Plz El Cerrito, CA 94530	51055xxxx2	inf@h********************.com			5	1					66
CSuite Investment	1 Market St Spear Tower Fl 36 San Francisco, CA 94105	41586xxxx1	sam********@c*************.com
Eric Garland - Financial Advisor, Ameriprise Financial Services	1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921	71959xxxx1	aar***********@a*.com									115
US Financial Services, LLC	375 Passaic Ave #100, Fairfield, NJ 07004	97388xxxx0	ago@u**.com	5	7					299	7
Enrique Basanez - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71365xxxx3	ape*************@t*****.com
Edward Jones - Financial Advisor: Daniel Jew - Temp. CLOSED	2413 Webb Ave Ste D Alameda, CA 94501	51052xxxx6	a.j*******@e********.com			5	9			90705		105000
Edward Jones - Financial Advisor: Keith Eckhardt, CFP®\|CEPA®\|AAMS™\|CRPS™	2950 Professional Pl Ste 205, Colorado Springs, CO 80904	71957xxxx3	a.j*******@e********.com	5	2					91611		106000
US Investors International	12665 SW 69th Ave #100, Portland, OR 97223	50328xxxx9	cle*****@u*.biz	5	2
Petiole USA Limited	3 Columbus Cir, New York, NY 10019	64683xxxx6	ant@p****.com	5	1
First Command Financial Advisor - Jing Lisanby	7361 Calhoun Pl Suite 426, Rockville, MD 20855	30198xxxx3	abe*@f*********.com	5	48					315	3	318
Provident Credit Union	701 Sacramento St, San Francisco, CA 94108	41539xxxx2	aal*****@p********.org	4.3	12	4.4	91			5995	95	5900
Ruderman Investment Management	Alameda, CA 94501	51022xxxx5				5	1
The Motley Fool	2000 Duke St, Alexandria, VA 22314	70383xxxx5	aal***@f*.com	4.2	999					882963		921000
Patrick M Duffy, CPA	2546 3rd St Ste 7 San Francisco, CA 94107	41564xxxx8	joh@p*************.com			3	14
AAA San Francisco Richmond District Branch	599 Clement St, San Francisco, CA 94118	83372xxxx9	aaa**********@n*****.aaa	4.4	169	3.5	99			201080	274	202000
Annuity General	Serving theUnited States Air Force Acad Area	80033xxxx4
Edward Jones	11580 Black Forest Rd Ste 50, Colorado Springs, CO 80908	71949xxxx2	acc********@e********.com
Asset Architects LLC	1755 Telstar Dr Ste 300, Colorado Springs, CO 80920	71927xxxx9	gre*******@l.com									93
Brio Financial Group	19 Sutter St, San Francisco, CA 94104	83362xxxx0	abr**@b***.com			3.5	11
Wealth Financial Services & Tax Advisory	1130 W Lake Cook Rd Ste 230, Buffalo Grove, IL 60089	84749xxxx4	adr*******@w**.com	4.7	50			5	13	849	58
First Command Financial Advisor - Lloyd Prudent	241 18th St S Ste 303, Arlington, VA 22202	70341xxxx0	abe*@f*********.com							7518	218	7800
Christopher Mulanax, CPA	1 Sansome St Ste 3500 San Francisco, CA 94104	41570xxxx0				3.8	10
MANNA WEALTH MANAGEMENT - Virginia Financial Advisors	1775 Tysons Blvd 5th floor, McLean, VA 22102	70353xxxx0	dka**@m******************.com	5	144
Green Retirement	909 Marina Village Pkwy Ste 587 Alameda, CA 94501	51063xxxx1	jam@g************.com			5	3
First Command Financial Advisor - Chainsaw McCullough	615 Wooten Rd Ste 130, Colorado Springs, CO 80915	71946xxxx5	abe*@f*********.com	5	23					356		372
Ayuda Financial Services	576 Sacramento St Fl 2 San Francisco, CA 94111	41544xxxx1	afi**************@a***********.com	4.6	66	4.6	24
Secure Future Investor	Serving theUnited States Air Force Acad Area	86653xxxx2
Michael Lenahan - COUNTRY Financial Advisor	402 N Hershey Rd, Bloomington, IL 61704	30966xxxx3	abc*@c*************.com	5	166				306	171664		164654
Hughes Financial Services LLC	2201 Cooperative Way #150, Herndon, VA 20171	70366xxxx0	ata**@h*.com	5	2
TIAA Financial Services	730 3rd Ave 6th Floor, New York, NY 10017	80084xxxx3	acc****************@t*.org	2.6	34					90496	567	90000
Azzad Asset Management Inc	3141 Fairview Park Dr # 355, Falls Church, VA 22042	70320xxxx5	aga**@f*******.com	5	6					1879	2	1800
Brooklyn Plans	81 Prospect St, Brooklyn, NY 11201	91772xxxx7	dan***@b**********.org	5	20					335		335
Open Advisors - San Francisco	44 Montgomery St San Francisco, CA 94104	92565xxxx1	and@m************.com
Rich Chambers, CFP, RLP	1310 Sanchez St San Francisco, CA 94131	65021xxxx8
Edward Jones - Financial Advisor: Bill D. Spurlock	9362 Grand Cordera Pkwy Ste 220, Colorado Springs, CO 80924	71949xxxx1
Edward Jones - Financial Advisor: Bruce C Willard, AAMS™	9533 Amberdale Dr, Richmond, VA 23236	80427xxxx7	a.j*******@e********.com	5	1
Collins Wealth Management	2153 Chuckwagon Rd Ste 102, Colorado Springs, CO 80919	71959xxxx0	col@c***********.com									80
First Command Financial Advisor - Alysse Forde	1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920	71959xxxx1	abe*@f*********.com							7488	218	7800
Live Free	San Francisco, CA 94123	41534xxxx2
A. W. Smith Financial Group, Inc.	3954 Springfield Rd, Glen Allen, VA 23060	80434xxxx0	aar******@a*************.com	5	6
Gary Spencer - Financial Advisor, Ameriprise Financial Services, LLC	931 N Plum Grove Rd, Schaumburg, IL 60173	84759xxxx3
Edward Jones - Financial Advisor: April DuBois	13350 Franklin Farm Rd Suite 350, Herndon, VA 20171	70388xxxx0	a.j*******@e********.com	5	3					90632		104000
Season Investments	1755 Telstar Dr Ste 501, Colorado Springs, CO 80920	71952xxxx0	dho*@s**************.com	5	2
Financial Directors LLC	1984 Isaac Newton Square STE 102, Reston, VA 20190	70348xxxx1	bma******@l**************.com
Meadows Urquhart Acree & Cook LLP	1802 Bayberry Ct STE 102, Richmond, VA 23226	80424xxxx6	abe*@m****.com	4	5					215	2	235
Jonathan Zama - Thrivent	13710 Struthers Rd Ste 120, Colorado Springs, CO 80921	83240xxxx2	abc*****@t*****.com
The Jenny Maraghy Team \| Richmond	4917 Grove Ave, Richmond, VA 23226	80440xxxx7	bra*********@i***************.com	5	307					3096	457	3400
Decker Retirement Planning	50 California St Ste 1500 San Francisco, CA 94111	41552xxxx0	inf@d******.com			5	1
Navy Federal Credit Union	5651 Plank Rd, Fredericksburg, VA 22407	88884xxxx8	abc*****@n********.org	4.3	28					190509	6940	11
Aikapa Wealth Planning & Management	1 Market San Francisco, CA 94015	41554xxxx7	adm@a***.com
Financial Planning Strategies, Don Leander CFP	6645 Delmonico Dr Ste 101, Colorado Springs, CO 80919	71926xxxx5
Northwestern Mutual - William R Moore III CFP, CLU, ChFC, AEP, CAP	3900 Westerre Pkwy #104, Richmond, VA 23233	80452xxxx5	web****@n***************.com
JMU Tax & Financial	7330 Heritage Village Plaza Unit 202, Gainesville, VA 20155	57126xxxx9	cal@j***.com	4.1	40					12	6	15
Raymond James Financial Services	2 United Nations Plaza Floor, Room 309, New York, NY 10017	21247xxxx0	aar**********@r*********.com							17605		19000
UNFCU Financial Advisors	24-01 44th Rd, Long Island City, NY 11101	21232xxxx0		1	2
Edward Jones - Financial Advisor: Willie Smith Jr	8330 L B J Frwy, Ste 755, Dallas, TX 75243 · 3.5 mi	97246xxxx0	a.j*******@e********.com							90712		105000
Edward Jones - Financial Advisor: Guru R Sowle	740 E Campbell Rd Ste 555, Richardson, TX 75081 · 1.9 mi	46957xxxx2	a.j*******@e********.com
The Ellington Wealth Management Group - UBS Financial Services Inc.	32nd and 33rd Floors, 1 N Upper Wacker Dr, Chicago, IL 60606	31252xxxx0	abc*@u.com
Chase Dominion Advisors	4801 Cox Rd Suite 204, Glen Allen, VA 23060	80427xxxx1	bph****@c*****************.com	4	2
Strategies for Wealth	437 Madison Ave 29th Floor, New York, NY 10022	21270xxxx0	a@s******************.com	3.5	13					512	33	512
Vista Wealth Management	88 Kearny St Ste 1700 San Francisco, CA 94108	65025xxxx0	bra@v********.com
The Anderson Accounting and Advising Group	1705 Commonwealth Ave, Richmond, VA 23230		acc***@s**************.co	4.8	16					813		813
Monroe Capital LLC	311 S Wacker Dr 64th floor, Chicago, IL 60606	31225xxxx0	aba****@m******.com	5	1
District Financial Advisors	6731 Whittier Ave B206, McLean, VA 22101	70394xxxx0	aar@e********************.com	5	7							231
Edward Jones - Financial Advisor: Christina C Chervenak	58 E Northwest Hwy, Unit 3, Des Plaines, IL 60016 · ~4.6 mi	84769xxxx4	acc********@e********.com												5
BR Accounting & Tax Service	17321 Jefferson Davis Hwy 303 Suite 303 - 304, Dumfries, VA 22026	70322xxxx5	inf@b*************.com	4.5	17
Edward Jones - Financial Advisor: Doug Wollney	131 N Northwest Hwy, Park Ridge, IL 60068 · ~6.8 mi	63089xxxx2	a.j*******@e********.com
R.N. Wealth & Retirement Strategies	420 Lexington Ave 15th floor, New York, NY 10170	64633xxxx5
Vantage Financial Partners	13230 Watertown Plank Rd, Elm Grove, WI 53122	26243xxxx7	ame*@v*******.com	4.9	40					477	173
Financial Planning & Management Center, Inc.	8850 Columbia 100 Pkwy #306a, Columbia, MD 21045	41046xxxx1	dal*******@f*.com
Mariner	1500 Broadway 28th Floor, New York, NY 10036	21286xxxx0	aar******@m******************.com	5	1
ClearPath Financial LLC	10 Executive Ct #2, South Barrington, IL 60010	84785xxxx0	ang*@c********.net							305	7	319
Precision Wealth Management	5350 Tomah Dr, Colorado Springs, CO 80918	71953xxxx7
Troy Evans - Ameriprise Financial Advisor	455 Market St Ste 1480 San Francisco, CA 94105	41577xxxx7	dns***@a*.com
Capital Wealth Strategies	2790 N Academy Blvd Ste 347, Colorado Springs, CO 80917	71963xxxx9
Edward Jones - Financial Advisor: Brad Dalton, AAMS™	2032 John Rolfe Pkwy, Richmond, VA 23238	80474xxxx3	a.j*******@e********.com	5	3
Alexis Advisors, LLC	213 Roseneath Rd, Richmond, VA 23221	80462xxxx0	ali@a***********.com							166	2	184
Edward Jones - Financial Advisor: Nigel E Grant, AAMS™\|CRPC™\|CRPS™	6160 Tutt Blvd Ste 110, Colorado Springs, CO 80923	71963xxxx5	a.j*******@e********.com	5	1
Decu Investment & Retirement Services	Moline, IL 61265		aca***@e*****.com							9189	74	9300
NextGen Wealth	405 SW Waterfall Ct, Lee's Summit, MO 64081	81628xxxx0	cli*******@n***********.com	4.9	45					747		755
Edward Jones - Financial Advisor: Ryan W Thomas, CFP®\|AAMS™	7364 E Washington St, Indianapolis, IN 46219	31735xxxx6	a.j*******@e********.com	4	4					90013		103000
Highstone Group	4205 Dover Rd, Richmond, VA 23221	80428xxxx0	amy@h*************.com
Joseph Della Monica - Private Wealth Advisor, Ameriprise Financial Services, LLC	3013 N Ashland Ave Ste 1, Chicago, IL 60657	77388xxxx0
Edward Jones - Financial Advisor: Sean T Dugan, AAMS™\|CRPC™	1358 Gaskins Rd, Richmond, VA 23238	80474xxxx1	a.j*******@e********.com	5	1					88357		101000
Independence Wealth Advisors Inc.	6723 Whittier Ave #200, McLean, VA 22101	70375xxxx3	ash*@i********.com
City National Bank - San Francisco Main	150 California St San Francisco, CA 94111	41557xxxx0				2.8	6			5360	136	5900
Closed-End Fund Advisors	7204 Glen Forest Dr #105, Henrico, VA 23226	80035xxxx8	aan*@c********.com							943		931
SBVRT	1819 Polk St Ste 251 San Francisco, CA 94109	41571xxxx1				5	1
Affiliated Financial Planners	2340 PA-309, Orefield, PA 18069	48429xxxx9	eri@a*****.com	5	3
AMA Financial Advisors	333 S Wabash Ave UNIT 2700, Chicago, IL 60604	77393xxxx7	acc******@g**.com									25
Fixed Income Securities Inc	18925 Base Camp Rd, Monument, CO 80132	71948xxxx0
Coughenour & Associates	3781 Westerre Pkwy # D, Richmond, VA 23233	80474xxxx2	doe@m********.com	3.5	6
AAA San Francisco Lakeshore Plaza Branch	1585 Sloat Blvd, San Francisco, CA 94132	84429xxxx3	aaa**********@n*****.aaa	4.2	186	3.2	125
Public Financial Management	3200 Lauderdale Dr #102, Richmond, VA 23233	80478xxxx0	alt****@p.com
ABLEnow	9001 Arboretum Pkwy, North Chesterfield, VA 23236	84466xxxx3	inf@v*********.com	5	1
Simplify Financial Planning	115 Sansome St Ste 200 San Francisco, CA 94104	41526xxxx3	aje@s***************.com			5	12
First Command Financial Advisor - Will Bartels	1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920	71959xxxx1	abe*@f*********.com
Block Advisors	2363 Roux St Ste 104 Ste 102, Richmond, VA 23230	80428xxxx9	aar@b**********.com	4.6	63
Morgan Stanley Smith Barney	555 California St Fl 35 San Francisco, CA 94104		bri@m********************.com			2.3	3
Wells Fargo Advisors	5190 N Academy Blvd, Colorado Springs, CO 80918	71941xxxx6
Edward Jones - Financial Advisor: Amy Patton, AAMS™	8900 State Line Rd # 349, Leawood, KS 66206	91338xxxx0	acc********@e********.com
Verus Financial Partners	9030 Stony Point Pkwy #160, Richmond, VA 23235	80459xxxx5	aus*@v****.com	4.2	5
Altum Wealth Advisors	San Francisco, CA 94129	41537xxxx2	inf@a*********.com							244		246
John A Corey - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 Overlook Point Ste 160, Lincolnshire, IL 60069	84784xxxx4	dns***@a*.com
Rohlfing, Timothy, AGT	1710 Jet Stream Dr, Colorado Springs, CO 80921	71959xxxx1	aar***********@a*.com
United Financial Planning Group LLC	14 Pennsylvania Plaza 9th Floor, New York, NY 10122	63123xxxx1	ace**@f*************.com	5	2					2011		2000
Tristate Financial Advisors	100 S Broad St Suite 1801, Philadelphia, PA 19110	21566xxxx2	inf@f*******.com	4.9	41					388	27	438
Richard Groh, CFP	2 Belvedere Pl Ste 100 Mill Valley, CA 94941	41528xxxx4
Kenneth K. Liu, CPA, LLC	44081 Pipeline Plaza #215, Ashburn, VA 20147	70372xxxx8	cle**********@k**********.com	4.886	86					198909	120	155
Euclidean Capital LLC	160 5th Ave #9, New York, NY 10010			1	3
Carlson Financial	5207 Hickory Park Dr Suite E, Glen Allen, VA 23059	80440xxxx0	aca***@c*************.com	4.1	9
Gaylord Wealth Management	3145 Geary Blvd Ste 717 San Francisco, CA 94118	41555xxxx2	con**@p***********.org			5	2
Robertson Stephens - Colorado Springs	15455 Gleneagle Dr Ste 205, Colorado Springs, CO 80921	71949xxxx3	abl@r******.com							1021	8	1000
Clarkson David CPA	16595 Pouncey Tract Rd, Rockville, VA 23146	80474xxxx0	adm@c**********.com	4	4
Citrine Capital	535 Mission St Fl 14 San Francisco, CA 94105	41549xxxx2	inf@c********************.com	4.7	14	5	32
Financial Planning Alternatives, LLC	3801 E Florida Ave # 400, Denver, CO 80210	30391xxxx9	cha**@f***********.com
Prince Financial Advisory, LLC	360 Lexington Ave Floor 23, New York, NY 10017	21228xxxx2	bi@l****.com									13
Summit Human Capital	1635 W Broad St, Richmond, VA 23220	80479xxxx9	aan******@s***************.com	4	15					148		162
Washington Retirement Planning Specialists - Ameriprise Financial Services, LLC	433 Plaza Real suite 275, Boca Raton, FL 33432	24072xxxx4	dns***@a*.com	5	1
Cerity Partners	345 California St Ste 1100 San Francisco, CA 94104	41578xxxx5	aa@c*************.com
Buckeye Financial LLC	201 Duncan St, Ashland, VA 23005	80490xxxx8	lee@b******************.com	5	30
Brian Berg - Thrivent	7222 Commerce Center Dr Ste 220, Colorado Springs, CO 80919	70143xxxx7	adm@d*********.com									8
Mindful Money	Berkeley, CA 94704	51084xxxx2	jon***@m****.money			5	19			9675		9600
Edward Jones - Financial Advisor: Yun Fang	1569 Sloat Blvd, Ste 312 San Francisco, CA 94132	41550xxxx8	a.j*******@e********.com			5	1			91049		105000
Strategic Financial Planning	6513 Preston Rd STE 100, Plano, TX 75024	97240xxxx4	ada@s********.com							174	3	174
Taylor Made For You	504 Research Rd, Richmond, VA 23236	80489xxxx5	abu@t**************.com	4.8	20
Hamilton Financial Planning	Williams Tower, 2800 Post Oak Blvd STE 4100, Houston, TX 77056	34620xxxx0	alv@h**********************.com
U.S. Bank Branch	443 Castro St, San Francisco, CA 94114	41543xxxx0	aar**********@u***.com	4.4	18	1.7	122			345323	5613	347000
Raymond James Financial Services	277 Park Ave #410, New York, NY 10172	21288xxxx8	nam@e***.com							1982	7	1900
Harrison Brook USA - Expat Financial Advice	PMB #9070, 515 Madison Ave 9th Floor, New York, NY 10022	92940xxxx1	inf@h***********.co							1743	8	1700
Peter Maiurro - RBC Wealth Management Financial Advisor	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71938xxxx9	pet********@r.com							30		33
Edward Jones - Financial Advisor: Erin Williams	740 E Campbell Rd Ste 555, Richardson, TX 75081 · ~32.4 mi	46957xxxx2	a.j*******@e********.com							90705		105000
Andrew Rothenbury - Thrivent	13710 Struthers Rd Ste 120, Colorado Springs, CO 80921	71933xxxx8	abc*****@t*****.com							170	6	170
Park Avenue Financial Advisors	136 Madison Ave, New York, NY 10016	21268xxxx0	ran@p********.com	5	1
Edward Jones - Financial Advisor: Judy Ho	1150 Ballena Blvd Ste 100 Alameda, CA 94501	51052xxxx4	a.j*******@e********.com			5	1			90520		104000
Edward Jones - Financial Advisor: Bill D Spurlock	11580 Black Forest Rd Ste 50, Colorado Springs, CO 80908	71982xxxx9	a.j*******@e********.com	5	1					91810		107000
Planning Needs Financial Group	6219 Executive Blvd #100, Rockville, MD 20852	30123xxxx6	cha**@p**********.com	5	11							69
Creative Planning International	3330 University Ave #316, Madison, WI 53705	60823xxxx8	a.j****@c*************.com	5	2					6599	133	7700
Julie Malta - Guarantee Mortgage	232 Townsend St, Ste 1275 San Francisco, CA 94107	14152xxxxx0	aau****@g**************.com	5	52	5	83			1514	18	1500
U.S. Bank - Wealth Management Banker: Collin Roll	833 S State St, Westerville, OH 43081	61494xxxx8	aar**********@u***.com
BOL Global	2830 Geary Blvd, San Francisco, CA 94118	14154xxxxx4	bol@b***********.com	4.6	48	4.4	81
Chad Williams - Private Wealth Advisor, Ameriprise Financial Services, LLC	2435 N Central Expy, Ste 915, Richardson, TX 75080 · 2.6 mi	21438xxxx5	cha**********@a*.com									134000
Raymond James Financial Services	1051 E Cary St #1200, Richmond, VA 23219	80432xxxx7	aar**********@r*********.com									18000
US Financial Ltd	636 S River Rd #300, Des Plaines, IL 60016	84763xxxx0	aga*@u***.com	4.8	55
Wealth Planning Associates	1801 S Meyers Rd STE 150, Oakbrook Terrace, IL 60181	63024xxxx3	kw@k********.net	5	1
Creative Planning	8444 Westpark Dr #610, McLean, VA 22102	70373xxxx0	a.j****@c*************.com	4.9	66					8462	147	8400
Mary Wong Insurance Services	50 Victoria Ave Ste 102 Millbrae, CA 94030	41579xxxx9	bus**********@g**.com			4.6	9			105		107
Wellguard Insurance & Financial	1516 Oak St Ste 218 Alameda, CA 94501	51074xxxx9	inf@w****************.com			5	1
Carroll Advisory Group	4203 Richmond Pl, Texarkana, TX 75503	90379xxxx4	dxx****@c************.com	4.9	98
The Goff Financial Group	11 Greenway Plz #1425, Houston, TX 77046	71385xxxx0	d.m***@g**********.com	5	3							52
World Financial Group, Inc. (Wealthwave)	2625 Butterfield Rd #126n, Oak Brook, IL 60523	63053xxxx0	dns****@a*****.com
Defined Financial Planning	2413 Webb Ave Ste B Alameda, CA 94501	51020xxxx5	eve*@d************.com			5	1			133	2	147
Fruition Advisors	1159 Keith Ave Berkeley, CA 94708	51050xxxx0	ali*@f*************.com			5	13
Will Savage Wealth Management - LPL	3505 Austin Bluffs Pkwy, Suite 225, Colorado Springs, CO 80919	71934xxxx7
Zoe Financial	666 3rd Ave, New York, NY 10174	64668xxxx4	ace**@f*************.com	4.5	31					1591		1500
Lifetime Financial Group	11207 W Dodge Rd Ste 200, Omaha, NE 68154	40293xxxx3	all***********@a*.com	4.6	9
Edward Jones - Financial Advisor: Jon Wieland	11580 Black Forest Rd Ste 50, Colorado Springs, CO 80908	71949xxxx2	and*****@c***********.ca
InvestPlan Financial Management, LLC
Edward Jones - Financial Advisor: Taylor M Howe, CFP®\|AAMS™	12106 State Line Rd, Leawood, KS 66209	91349xxxx5	acc********@e********.com	5	1					89298		102000
LPL Financial: Bill Manolopoulos, CFP	2302 33rd St, Astoria, NY 11105	71877xxxx5
*ETRADE - Temp. CLOSED**	532 Market St San Francisco, CA 94104	86678xxxx4	adv**********@e***.com			1.3	122			165432		169000
Craig CJ Jensen - Private Wealth Advisor, Ameriprise Financial Services, LLC	303 E Wacker Dr #1575, Chicago, IL 60601	31254xxxx0
Merrill Lynch Private Wealth Advisor Raj Bhatia	110 N Upper Wacker Dr, Chicago, IL 60606	31232xxxx6	ale********@m.com
San Francisco Federal Credit Union	2645 Ocean Ave, San Francisco, CA 94132	14157xxxxx7	adu*************@s************.com	4.5	115	4.6	134			9630	360	9500
Edward Jones - Financial Advisor: Adam J Seely	275 W Campbell Rd, Suite 240, Richardson, TX 75080 · 2.0 mi	97258xxxx2	a.j*******@e********.com
Institutional Investment Advisors Corp.	440 Park Ave, New York, NY 10016	21286xxxx6	cli****@c***************.com
Janet Lin - State Farm Insurance Agent	2190 3rd St, San Francisco, CA 94107	41562xxxx0	jan@i***********.com	5	137	4.8	125			109	4	114
Beekman Financial Planning LLC	200 Park Ave 17th Floor, New York, NY 10166	21272xxxx4	dpo***@f****.com	5	1							3
MissionSquare Retirement	777 North Capitol St NE Suite 600, Washington, DC 20002	80066xxxx0	aga**@m******.org	2.6	134
State Financial Network, Inc.	5 Hillman Dr, Chadds Ford, PA 19317	61032xxxx2	ser****@s******************.com	3.3	19
Liberty Group	411 30th St Second Floor Oakland, CA 94609	51065xxxx0	amc*****@l************.com	4.3	6	3.2	9			1004	4	1000
Divergent Planning	6701 Democracy Blvd #300, Bethesda, MD 20817	24042xxxx1	ara@d****************.com	5	40
Charles Schwab	211 Main St, San Francisco, CA 94105	14156xxxxx0	app*****************@s***.com			2	154			646135	219	657000
Edward Jones - Financial Advisor: Joel R Top	307 E Fontanero St, Colorado Springs, CO 80907	71957xxxx9	and*****@c***********.ca
The Barry Wealth Consulting Group - UBS Financial Services Inc.	One N Upper Wacker Dr Suite 3200, Chicago, IL 60606	31252xxxx3	ade*******@u.com	4.52
Planned Futures Financial Group	1031 N Weber St, Colorado Springs, CO 80903	71957xxxx5
Edward Jones - Financial Advisor: Jonathan Kang, CFP®	2929 N Central Expy Ste 330, Richardson, TX 75080 · ~33 mi	97223xxxx1	a.j*******@e********.com									62
The Bureau of Financial Institutions	1300 E Main St, Richmond, VA 23219	80437xxxx7	abb*********@s.virginia	3.7	3					1956		1900
AJJ Bookkeeping & Tax Services	South San Francisco, CA 94080	65041xxxx8	fin@m*.com			4.6	31
Carla Snedden - Thrivent	190 S La Salle St Ste 1610, Chicago, IL 60603	70828xxxx5	ale*****@t*****.com	5	5					410211		401000
Stonebridge Financial Planning	203 Hillcrest St, Orlando, FL 32801	40769xxxx0	ath**@s***************.com	5	1
Commonwealth Tax & Financial Services	318 N Arch Rd #100f, Richmond, VA 23236	70494xxxx7		5	2
Safe Harbor Financial Advisors, LLC	300 Ellicott St, Occoquan Historic District, VA 22125	70382xxxx3	dd@s**************************.com	5	1
Outside The Box Financial Planning, LLC		31255xxxx9	iva@o******************.com	5	7
Financial Business Advisors	1305 Wiley Rd UNIT 133, Schaumburg, IL 60173	84778xxxx0		4.5	2
Bob Jersin, CFA, CPA, MBA -Jersin Financial Services	931 Hartz Way Ste 120 Danville, CA 94526	92572xxxx0	bob@j**************.com			5	1
Sutro Advisors	San Francisco, CA 94123	41561xxxx6	mxx******@s**********.com			5	1
Ameriprise Financial Advisors	1 Market Street 36th Fl San Francisco, CA 94105	41529xxxx5
TD Ameritrade	525 Market St San Francisco, CA 94105	80066xxxx0	aam*********@t*********.com			1.4	173			645544	231	655000
Reverse With Mary-Alice	Mill Valley, CA 94942	41523xxxx7
Personal Financial Experiences, LLC	1107 Kingham Dr, Midlothian, VA 23114	80431xxxx8	jc@m********************.com	5	1
Ameriprise Financial Advisors	44 Montgomery St Ste 4210 San Francisco, CA 94104	41578xxxx8
Provident Credit Union	2171 Junipero Serra Blvd, Suite 150 Daly City, CA 94014	65099xxxx9	aal*****@p********.org			4.3	114			5903	92	5800
McBeath Financial Group	203 Landmark Dr Unit A, Normal, IL 61761	30980xxxx4	cla@m*************.com	4.9	76
Charles Schwab	1995 University Ave Ste 100 Berkeley, CA 94704	51066xxxx6	ian*********@s***.com			2.3	27			645547	231	655000
Golden Gate Insurance	1000 Hampshire St San Francisco, CA 94111	41542xxxx4				4	4
Guided Financial Advisors	700 S Rosemary Ave #204, West Palm Beach, FL 33401	56122xxxx0	cli*********@g*****.com	5	46
St Louis Financial Planners	1415 Elbridge Payne Rd # 140, Chesterfield, MO 63017	63653xxxx0	bre********@s**.com
Kroeger Financial	3300 Powell Ste G-27 Emeryville, CA 94608	51086xxxx6				3.7	3
Lpl Financial	Elmhurst, IL 60126
Christopher Durham - Financial Advisor, Ameriprise Financial Services	2438 Research Pkwy Ste 105, Colorado Springs, CO 80920	71932xxxx0	chr***************@a*.com
Edward Jones - Financial Advisor: John Renda, AAMS™\|CRPC™	181-22 Union Tpke, Fresh Meadows, NY 11366	71896xxxx6	a.j*******@e********.com	5	1
DAPA Multiservices Advisors	9101 Cherry Ln Suite 213, Laurel, MD 20708	30137xxxx6	dap*******@g**.com	4.9	76
Robert Bishop Financial Planning & Services	4326 W El Prado Blvd #3, Tampa, FL 33629	81334xxxx1	bob@r****************************.com									65
Rick Madal - Thrivent	16612 W 159th St LL Suite 201, Lockport, IL 60441	70840xxxx4	ben*****@t*****.com
SF Fire Credit Union	565 Buckingham Way, San Francisco, CA 94132	41567xxxx0	aay*@s*****.org	4.5	37	3.7	72			1882	525	1900
Partners Capital Management	1755 Telstar Dr, Colorado Springs, CO 80920	71959xxxx7
Edward Jones - Financial Advisor: Jared E Chandler, AAMS™	401 W Irving Park Rd, Itasca, IL 60143 · ~3.4 mi	63043xxxx4	acc********@e********.com						21	82708		92750
Benjamin F. Edwards	90 S Cascade Ave Ste 1140, Colorado Springs, CO 80903	71923xxxx3	a-p*******@b*************.com							1444	40	1500
Redline Powersports Commonwealth	2000 Waterside Rd, Prince George, VA 23875	80452xxxx0	jef***@r***************.com	3.9	794
Zach Schut - Thrivent	13710 Struthers Rd Ste 120, Colorado Springs, CO 80921	71972xxxx0	abc*****@t*****.com							64		69
American Financial Planning, Inc.	541 Luck Ave SW # 304, Roanoke, VA 24016	54090xxxx0	dco***@a*******.us	5	4					168	8	174
Edward Jones - Financial Advisor: Stephen V Smith, CFP®	13135 Rivers Bend Blvd, Chester, VA 23836	80453xxxx2	a.j*******@e********.com	5	1
Edward Jones - Financial Advisor: PJ Musilli	5575 Tech Center Dr Ste 216, Colorado Springs, CO 80919	71989xxxx7	a.j*******@e********.com	5	14					91810	2	107000
Edward Jones - Financial Advisor: Brandon Willert	8840 N Union Blvd, Colorado Springs, CO 80920	71962xxxx7	and*****@c***********.ca	4.3	4
Edward Jones - Financial Advisor: Brad A Lundberg	16055 Old Forest Pt Ste 100, Monument, CO 80132	71948xxxx3	a.j*******@e********.com							109856		109000
Edward Jones - Financial Advisor: Erik Dartsch	5037 N Academy Blvd, Colorado Springs, CO 80918	71959xxxx5	a.j*******@e********.com	5	5					109856		109000
GuidePoint Financial Planning	12110 Sunset Hills Rd Suite 600, Reston, VA 20190	70348xxxx5	c18***************************@s***.wixpress	5	13
Advisors Asset Management Inc	18925 Base Camp Rd Ste 203, Monument, CO 80132	71948xxxx6	aal****@a****.com
Merrill Lynch Financial Advisor Adam Sarno	10 N Martingale Rd, Schaumburg, IL 60173 · ~4.1 mi	84760xxxx4	ada******@m.com
Carson Amiral	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx6	ade*******@n.com			5	2			107574	16429	108000
College Planning of Colorado	7560 Rangewood Dr, Colorado Springs, CO 80920	71959xxxx3	aya***@i****.com							229	3
The Financial Planning Group, LLC	1593 Spring Hill Rd #500e, Vienna, VA 22182	70339xxxx8	jos@m***.net							97		99
Mercer Advisors Wealth Management	475 N Martingale Rd #300, Schaumburg, IL 60173	88864xxxx0	aar******@m***********.com	2.5	2					2837	28	2900
KRS Holdings	2000 W Club Ln, Richmond, VA 23226	80428xxxx7	aga***@k********.com	4.6	2218					367	67	413
Callahan Financial Planning - San Francisco	75 Broadway Ste 202 San Francisco, CA 94111	41579xxxx0	alb*@c*************.com									1000
Kovitz	71 S Wacker Dr Suite 1860, Chicago, IL 60606		aar@k***.com
Ameriprise Financial Advisors	150 Post St Ste 530 San Francisco, CA 94108	41562xxxx3				5	1
Financial Planning Solutions, LLC	134 Rumford Ave #203, Auburndale, MA 02466	61763xxxx8	and*@p********.com	5	2
Brian Langford - Financial Advisor, Ameriprise Financial Services, LLC	2435 N Central Expy, Ste 870, Richardson, TX 75080 · ~32.8 mi	97239xxxx9	bri***********@a*.com
Union Financial Partners	2001 Union St Ste 540 San Francisco, CA 94123	41556xxxx0	a.t******@u*******.com			3.3	9
Burgess Financial Planning	177 Post St Ste 600 San Francisco, CA 94108	14155xxxxx1	c18***************************@s***.wixpress			4.9	37
Winchester Wealth Advisors - Ameriprise Financial Services, LLC	1860 W Winchester Rd #104, Libertyville, IL 60048	84754xxxx0	dns***@a*.com
Applied Advisor	3150 18th St Ste 245 San Francisco, CA 94110	41532xxxx2	kat@a***********.com			4.3	14
Andrew Inman - Financial Advisor, Ameriprise Financial Services	201 E Las Animas St Ste 103, Colorado Springs, CO 80903	71926xxxx4	and*****@a*.com							333	4	394
InVision Capital Advisor	18 Bartol St Ste 1233 San Francisco, CA 94133	65091xxxx8				5	3
Chris Curl - Thrivent	13710 Struthers Rd Ste 120, Colorado Springs, CO 80921	71935xxxx3	abc*****@t*****.com
The Lee Accountancy Group	369 13th St Ste 200 Oakland, CA 94612	51083xxxx0	inf@t***************.com			3.9	61			500		496
Baldwin Financial Advisors, LLC	301 S Burton Pl, Arlington Heights, IL 60005	84725xxxx5		5	1
Jake Stewart - State Farm Insurance Agent	821 Folsom Street, Suite 101 San Francisco, CA 94107	41598xxxx3				4.6	43
Balance Financial Planning	5438 Shafter Ave Oakland, CA 94618	51084xxxx2	che*@b******.com			5	2
Wells Fargo Advisors	6060 S American Plaza St E #400, Tulsa, OK 74135	91874xxxx0	a-w*************@w***************.com	3.2	34					187151		188000
Mann Armistead & Epperson	119 Shockoe Slip, Richmond, VA 23219	80464xxxx0	gtf@m*****.com
Grove	San Francisco, CA 94107					5	7
Robasciotti & Philipson	870 Market St Ste 1275 San Francisco, CA 94102	14159xxxxx0	afs*@r********.com			5	10					214
Edward Jones - Financial Advisor: Adam R Grayson, AAMS™	755 Highway 105 Ste G, Palmer Lake, CO 80133	71948xxxx4	a.j*******@e********.com							91611		106000
Goldman Sachs	71 S Wacker Dr #500, Chicago, IL 60606	31265xxxx0	aar*********@g*********.com	2.6	27				18	262197		302817
Topel & DiStasi Wealth Management	2907 Claremont Ave Ste 111 Berkeley, CA 94705	51089xxxx0	gav@t**.com			5	1			119		115
Sherman Wealth Management	9841 Washingtonian Blvd Suite 200, Gaithersburg, MD 20878	24042xxxx2	aar*********@m***********.com	5	7					318	107	347
Alera Group	3 Parkway N Ste 500, Deerfield, IL 60015	84758xxxx1	aar*******@a*******.com	3	2					817	18	929
Foundation for Financial Planning	1425 K St NW Suite 602, Washington, DC 20005	20286xxxx3	ani********@g**.com							1167		1100
Virginia Society of Certified Public Accountants (VSCPA)	4309 Cox Rd, Glen Allen, VA 23060	80427xxxx4	aar**@v**.com
Kelly McGrew - RBC Wealth Management Financial Advisor	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71938xxxx3	kel*******@r.com							2		3
Financial Planning Concepts	310 W 95th St, New York, NY 10025	21257xxxx0
REAP Financial	9414 Anderson Mill Rd #100, Austin, TX 78729	51224xxxx0	adm@r**********.com	4.9	142					1015	27
Carret Asset Management LLC,	360 Madison Ave, New York, NY 10017	21259xxxx0	bet@c***.com
Wells Fargo Advisors	8448 ABRAMS RD, DALLAS, TX 75243 · ~31.2 mi	21434xxxx4	aar********@w*******.com												3	37
Fillia Fransisca - State Farm Insurance Agent	2315 Noriega St San Francisco, CA 94122	41566xxxx6	fil*@f***.net	4.9	74	4.6	29
Altitude Financial Planning	1880 Office Club Pt 203, Colorado Springs, CO 80920	71948xxxx8	dat******@r*****.com							710	14
WP Advisors	353 Sacramento St Fl 18 San Francisco, CA 94111	41577xxxx0	inf@w***********.com
Complete Financial	459 Fulton St Ste 203 San Francisco, CA 94102	41520xxxx5	blo@f****.com	5	14	4.6	22
Fidelity Investments	10855 Hidden Pool Hts Ste 100, Colorado Springs, CO 80908	80034xxxx8	a61**@f*****.com	4	11					368977		368000
Walter Reinsdorf - Ameriprise Financial Services	311 California St Ste 400 San Francisco, CA 94104	41577xxxx6	dns***@a*.com			5	1
The Advisory Group of San Francisco	44 Montgomery St Ste 2410 San Francisco, CA 94104	41597xxxx0	ati*@a************.com
Peter Barnes Team - CrossCountry Mortgage	1385 Shattuck Ave Ste B Berkeley, CA 94709	51064xxxx6	pet*******@c.com	5	95	5	241			7516	1425	8900
Edward Jones - Financial Advisor: Jeff Dinkel	2950 Professional Pl Ste 205, Colorado Springs, CO 80904	71937xxxx7	and*****@c***********.ca
Chris Abeyta	13570 Meadowgrass Dr, Colorado Springs, CO 80921	71946xxxx4	inf@a***************.com							498	74	504	5	1
Leadership Development \| United States \| The DDance Group	4990 Sadler Pl, Glen Allen, VA 23060	80432xxxx0	inf@t************.com									421
Merrill Lynch Financial Advisor Benjamin E Gottlieb	10 N Martingale Rd, Schaumburg, IL 60173 · ~4.1 mi	84760xxxx2	ale********@m.com
Mowery & Schoenfeld	475 Half Day Rd #500, Lincolnshire, IL 60069	21735xxxx0	aca***@m**.com							266	11	285
Edward Jones	6160 Tutt Blvd Ste 110, Colorado Springs, CO 80923	71963xxxx5	acc********@e********.com
Wells Fargo Advisors	104 S Cascade Ave, Colorado Springs, CO 80903	71947xxxx0	agi**@a.nv							186867		188000
Edward Jones - Financial Advisor: Scott M Seifert, CFP®	1436 Lee Street, Des Plaines, IL 60018 · ~4 mi	84729xxxx3	a.j*******@e********.com	5	2										5
Danny P Blevins - Financial Advisor, Ameriprise Financial Services, LLC	3600 Shire Blvd, Ste 200, Richardson, TX 75082 · 3.9 mi	97226xxxx3	amy*****@a*.com
Edward Jones - Financial Advisor: Justin A Williams, CFP®\|ChFC®	16595 Pouncey Tract Rd Suite B, Rockville, VA 23146	80474xxxx9	a.j*******@e********.com
David Urlaub - Thrivent	7222 Commerce Center Dr Ste 220, Colorado Springs, CO 80919	71937xxxx1	abc*****@t*****.com									65
Block Advisors	315 Garrisonville Rd #102, Stafford, VA 22554	54065xxxx0	aar@b**********.com	4.9	79
Northwest Financial Advisors	200 Spring St #120, Herndon, VA 20170	70381xxxxxxx0	abe**@n***.com
Jake Stewart - State Farm Insurance Agent	490 Post St Ste 1606 San Francisco, CA 94102	41598xxxx3	jak@j*********.com			4.4	48			469	9	465
Edmunds White Partners LLC	10831 Ridgefield Pkwy, Richmond, VA 23233	80475xxxx5
RVA Business Brokers \|\| Top Rated Richmond Business Broker	11357 Nuckols Rd Unit #1121, Glen Allen, VA 23059	80461xxxx5	bi@p*************.us	5	101
Provident Credit Union	450 Golden Gate Ave, 2nd Fl, No 2-0558 San Francisco, CA 94102	41586xxxx9	aal*****@p********.org			4.4	38			5997	95	5900
MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors	700 K St NW, Washington, DC 20001	70353xxxx0	aar*********@m***********.com	4.9	27
Mccarthy Friedman Jones Wealth Management Group	425 N Martingale Rd Ste 200, Schaumburg, Il 60173 · ~4.5 mi	84794xxxx2	ada*******@w***************.com
Bank of America Financial Center	5500 Geary Blvd, San Francisco, CA 94121	14156xxxxx1	ahm**********@m.com	1.8	25	2	44			886838
Steigerwald, Gordon & Koch Wealth Advisors	893-A Harrison St SE, Leesburg, VA 20175	70377xxxx6	ann@s****************.com							556		622
Ashfield	750 Battery Street San Francisco, CA 94111	41539xxxx7
Raymond James Financial Services	99 Wall St, New York, NY 10005	21263xxxx3	aar**********@r*********.com							17605		19000
First Command Financial Services Inc	6760 Corporate Dr Ste 100, Colorado Springs, CO 80919	71938xxxx2	aan****@f*********.com							7558	218	7900
Pioneer Wealth Planning Group - Ameriprise Financial Services, LLC	145 S Wells St Suite 1800, Chicago, IL 60606	84748xxxx0		4.817
Edward Jones - Financial Advisor: George N Koepp, AAMS™	10801 E State Rte 350, Raytown, MO 64138	81635xxxx6	acc********@e********.com	5	2
Ameriprise Financial Advisors	115 Sansome St Ste 520 San Francisco, CA 94104	41554xxxx4
Keiter CPAs	4401 Dominion Blvd, Glen Allen, VA 23060	80474xxxx0	aam**@k******.com	4.3	6					463	111	505
Impact Advisors LLC	400 E Diehl Rd, Naperville, IL 60563	63094xxxx1	aal***@i************.com							623		659
Mary Alpers CFP®, EA, MBA, Robertson Stephens	15455 Gleneagle Dr Ste 205, Colorado Springs, CO 80921	71949xxxx3	abl@r******.com							996	8	1000
Investment Trust Company	7350 Campus Dr Ste 200, Colorado Springs, CO 80920	71963xxxx7	cas*******@i************.com									6
Jeff Y Wong - Northwestern Mutual	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx5	a.-*********@n***************.com							179	1103	191
Edward Jones - Financial Advisor: Vincent C Renda, CFP®\|CEPA®\|AAMS™	47-01 Queens Blvd #208, Sunnyside, NY 11104	71836xxxx6	a.j*******@e********.com
Securities America Inc	7045 Campus Dr, Colorado Springs, CO 80920	71938xxxx5	aad******@s**************.com							3892	34	3800
First Command Financial Advisor - Jeff Harris	639 N Main St, O'Fallon, IL 62269	61862xxxx0	ban***@f*********.com	5	6
Edward Jones	16055 Old Forest Pt Ste 100, Monument, CO 80132	71948xxxx3	acc********@e********.com							91023		105000
Edward Jones	10807 New Allegiance Dr Ste 440, Colorado Springs, CO 80921	71953xxxx4	a.j*******@e********.com							91025		105000
Kovanes, CPA	2590 Gaskins Rd Suite B, Henrico, VA 23238	80482xxxx8	leg@c**********.com	4.9	27					442		442
Robert E. Snidow CFP , AIF , RICP , CLU , ChFC	8720 Stony Point Pkwy Suite 325, Richmond, VA 23235	80466xxxx2		1	1
Equity Planning Inc.	Landow Building, 7910 Woodmont Ave #900, Bethesda, MD 20814	30165xxxx2	arl*@e***********.com	5	2
Covenant Wealth - Ameriprise Financial Services, LLC	10339 W Lincoln Hwy, Frankfort, IL 60423	81546xxxx9	bob*****@a*.com							273
Private Advisors LLC	6620 W Broad St, Richmond, VA 23230	80428xxxx8
Upscale Tax Professionals	1901 Harrison St Ste 1100 Oakland, CA 94612	51077xxxx2	amb@u********************.com			5	5
Zeller Wealth Management	13540 Northgate Estates Dr, Colorado Springs, CO 80921	71948xxxx8
Gatewood Wealth Solutions	1401 S Brentwood Blvd Ste 400, Brentwood, MO 63144	31492xxxx0	aar*******@g***********.com	5	21					1083	14	1000
Edward Jones - Financial Advisor: Adam Jardon	5265 N Academy Blvd Ste 3400, Colorado Springs, CO 80918	71926xxxx3	a.j*******@e********.com							109856		109000
TrigoFi	1012 Torney Ave San Francisco, CA 94129	41532xxxx5	con**@t****.com
Tammy Haygood - UBS Financial Services Inc.	One California St Fl 20 San Francisco, CA 94111	41595xxxx5	aar*****@u.com			5	1
Edelman Financial Engines	4000 Legato Rd 8th Floor, Fairfax, VA 22033	83375xxxx3	aar*****@e********************.com	3.6	7					20885	27	20000
Douglas C. Lane & Associates	777 3rd Ave 38th Floor, New York, NY 10017	21226xxxx0		3	6
Robert L Chase Jr - Financial Advisor, Ameriprise Financial Services, LLC	2221 Lakeside Blvd, Ste 1250, Richardson, TX 75082 · ~32.5 mi	21444xxxx0	dns***@a*.com
Edward Jones - Financial Advisor: Ryan T Robertson, CFP®\|AAMS™	2235 Staples Mill Rd Ste 210, Richmond, VA 23230	80428xxxx0	a.j*******@e********.com	5	1					89423		103000
Lula Financial	66 Franklin St Fl 3 Oakland, CA 94607	14156xxxxx7	ami@l***********.com	4.2	19	4.9	52
ING Financial Partners	505 Montgomery St Fl 11 San Francisco, CA 94111	41552xxxx6
Wealth Enhancement Group	60 E 42nd St #1050, New York, NY 10165	21245xxxx0	aba**@w**************.com
Herrera Financial Services	1370 Valencia St Ste A San Francisco, CA 94110	41569xxxx0				5	1
Creative Planning, formerly ML&R Wealth Management LLC	401 Congress Ave. STE 1100, Austin, TX 78701	51227xxxx0	aho@m**.com									183
Virginia Asset Management	130 Wylderose Dr, Midlothian, VA 23113	80078xxxx6	ala******@v***.com	5	1
Brian Prosser - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71935xxxx3	ben*****@t*****.com
Golden Gate Financial Partners	580 California St Ste 1200 San Francisco, CA 94104	41539xxxx4	abi@g**********.com
Zachary Kibby - Thrivent	13710 Struthers Rd Ste 120, Colorado Springs, CO 80921	30194xxxx7	abc*****@t*****.com	5	1					394376		394000
Prudent Financial Planning	4850 Tamiami Trail N Suite 301, Naples, FL 34103	23923xxxx5	pat@p*****************.com	5	17
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	45
Merrill Lynch Private Wealth Advisor Leigh E Cohen	1 Bryant Pk 28th Floor, New York, NY 10036	21241xxxx1	ale********@m.com
Edward Jones - Financial Advisor	181-22 Union Tpke, Flushing, NY 11366	71896xxxx6	a.j*******@e********.com							91820		107000
Edward Jones - Financial Advisor: Steve Russell, CFP®\|AAMS™	2127 Espey Ct Suite 108, Crofton, MD 21114	41072xxxx4	a.j*******@e********.com	5	1
Gillingham CPA	545 Market St, San Francisco, CA 94104		abi**@g**********.com	5	23	4.9	40
Axxis Financial Group	2730 University Blvd W # 818, Wheaton, MD 20902	30194xxxx0	aba****@a***********.com	4.5	8
Serving Those Who Serve	15245 Shady Grove Rd # 240, Rockville, MD 20850	85543xxxx7	ash**@s*****.com
Godsey & Gibb Wealth Management	6806 Paragon Pl # 230, Richmond, VA 23230	80428xxxx3	bra***@g**********.com
Affiliated Advisors	310 Riverside Dr Apt 1420, New York, NY 10025	21269xxxx8	ana@a*****************.com	5	1
Merriam, Brandy	121 S Tejon St, Colorado Springs, CO 80903	71963xxxx0	ame****************@a*.com
Barbara Y Gibbs & Associates Inc	110 S Main St, Blackstone, VA 23824	43429xxxx0	bgi*@b**********.com	5	1
Phil Sitar - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC	400 N Michigan Ave Ste 1010, Chicago, IL 60611	31234xxxx0		5	1
The Financial Advisory Group, Inc.	5599 San Felipe St # 900A, Houston, TX 77056	71362xxxx0	adv***@f********.com	5	2
Demmon Gann Group Inc	2925 Professional Pl, Colorado Springs, CO 80904	71932xxxx0
Private Ocean	140 Geary St Fl 6 San Francisco, CA 94108	41578xxxx2	ang*@p*********.com							106		135
Divorce Capital Planning	1 Almaden Blvd, Ste 610 San Jose, CA 95113	40899xxxx0	doe***@d*******************.com			5	9
Abich Financial Services	20135 Lakeview Center Plaza Suite 110, Ashburn, VA 20147	57157xxxx8	abe****@a***********.com	4.717	171					1506	164	1500
Edward Jones	5037 N Academy Blvd, Colorado Springs, CO 80918	71959xxxx5	acc********@e********.com							90705		105000
NewtonWealthManagement	10800 Sikes Pl #215, Charlotte, NC 28277	70455xxxx9	dat***************@i**.de	5	50
Carson Fong & Associates	950 Stockton St Ste 402 San Francisco, CA 94108	41598xxxx6				4.5	8
Edward Jones - Financial Advisor: Tyler R Burns, CFP®\|AAMS™	800 E Campbell Rd Ste 231, Richardson, TX 75081 · 1.9 mi	97242xxxx3	a.j*******@e********.com	5	3
Ameriprise Financial Services Inc	5755 Mark Dabling Blvd, Colorado Springs, CO 80919	71959xxxx2	dns***@a*.com
Edward Jones - Financial Advisor: Cameron Cornali	100 N Central Expy Ste 411, Richardson, TX 75080 · ~32.5 mi	97290xxxx8	acc********@e********.com												5	1
Securities America Inc	7045 Campus Dr Ste 101, Colorado Springs, CO 80920	71938xxxx5	aad******@s**************.com							3074	28	3700
United Network for Organ Sharing	700 N 4th St, Richmond, VA 23219	80478xxxx0	aar******@u*.org	4.2	29
Chris Churchill	101 Montgomery St Ste 600 San Francisco, CA 94104	41587xxxx2	aah***@m*******.com			5	7
Partnerscapital	7660 Goddard St Ste 120, Colorado Springs, CO 80920	71959xxxx7	ste@p************.com
Edward Jones	307 E Fontanero St, Colorado Springs, CO 80907	71957xxxx9	acc********@e********.com	5	1					90706		105000
Edward Jones - Christopher Lightner	1150 Ballena Blvd Ste 100 Alameda, CA 94501	51052xxxx4	a.j*******@e********.com			5	2
Aventine Wealth Management	75 Broadway Ste 202 San Francisco, CA 94111	41523xxxx0	aar****@a************.com
Signature Estate & Investment Advisors, LLC	1650 Tysons Blvd # 1575, Tysons, VA 22102	70394xxxx0	adm@s*.com							149		166
American Portfolios	9 Park Pl, Great Neck, NY 11024	51682xxxx5
Envision Planning, LLC	100 Chadwick Square Ct E, Hendersonville, NC 28739	82882xxxx4	dav@e*************.net	5	5
Raymond James & Associates	425 N Martingale Rd Ste 760, Schaumburg, IL 60173 · ~4.5 mi	84761xxxx0	aar**********@r*********.com							17085
Responsible Financial Guidance - Ameriprise Financial Services, LLC	1 Overlook Point Ste 160, Lincolnshire, IL 60069	84784xxxx4	dns***@a*.com
Verus Wealth Advisors - Ameriprise Financial Services, LLC	2435 N Central Expy, Ste 870, Richardson, TX 75080 · 2.6 mi	97239xxxx9	bri***********@a*.com
Fiduciary Wealth Management, LLC	4604-H Pinecrest Office Park Dr, Alexandria, VA 22312	70324xxxx1	a61**@f*****.com
BDO	One Bush St, San Francisco, CA 94104	41539xxxx0	aab*****@b.com			1	3			7925		8300
Activate Wealth	2400 Market St No. 200, Philadelphia, PA 19103	85661xxxx0	tay*@a**************.com	5	18					204		203
Financial Services	6025 Erin Park Dr, Colorado Springs, CO 80918	71926xxxx1
Alliance Consulting	405 Lexington Ave, New York, NY 10174	21284xxxx0	aco******@y*********.com
Marlow & Massoni Cpas	2134 Van Ness Ave San Francisco, CA 94109	41567xxxx4	ale@m********.com		32	4.2	10
Charles Schwab	1160 Plaza Dr, Schaumburg, IL 60173	84770xxxx0	app*****************@s***.com	2.9	17
Private Client Wealth Advisors, LLC	1040 S Gaylord St #12, Denver, CO 80209	30394xxxx2	bar@p**.com	5	1
Thrivent Financial - San Francisco Group	50 Belcher St San Francisco, CA 94114	41543xxxx0	a.v@t*******.com			3.5	2			406528		396000
Edward Jones - Financial Advisor: Eddie Calderon	5037 N Academy Blvd, Colorado Springs, CO 80918	71960xxxx7	and*****@c***********.ca	5	5
AI TAX CONSULTING PLLC	1411 Washington Dr, Stafford, VA 22554	70350xxxx0	ass@a************.com	5	41					272	5	290
International Wealth Tax Advisors, LLC	132 W 31st St 9th Floor 9th Floor, Manhattan, NY 10001	21225xxxx2	agi*****@y**.com	2.5	2
Axiom Advisory	One Sansome St Ste 3500 San Francisco, CA 94104	41548xxxx1	fre**@a**********.com							170	13	232
Edward Jones - Financial Advisor: Will Brown, AAMS™	999 E Touhy, Ste 125, Des Plaines, IL 60018 · ~3.3 mi	84739xxxx5	a.j*******@e********.com	5	3					157					5
First Command Financial Advisor - Bruce Fike	615 Wooten Rd Ste 130, Colorado Springs, CO 80915	71946xxxx5	abe*@f*********.com	5	7				16	7093	258	7596
Morgan Stanley Financial Advisors	55 E 52nd St 7th Fl, New York, NY 10055	21260xxxx0	acc********@m**********.com	4.2	6
First Command Financial Advisor - Beth McKiernan	1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920	71959xxxx1	abe*@f*********.com							303		315
Heritage Wealth Planning	13101 Morris Rd 6th Floor, BLDG 1, Alpharetta, GA 30004	77057xxxx0	jos@h********************.com	4.9	44
Oum & Co	601 California St Fl 18 San Francisco, CA 94108	41543xxxx4	a@o*****.com	5	3	5	2			2734	126	2900
Skylark Wealth	2443 Fillmore 380-1492 San Francisco, CA 94115	41588xxxx9	inq****@s**********.com			5	1
Edward Jones - Financial Advisor: Angela VanDeBerghe, AAMS™	222 State St, Fort Scott, KS 66701	62022xxxx4	a.j*******@e********.com
Virginia Estate and Retirement Planning Advisors, inc.	1818 Library St #400, Reston, VA 20190	80027xxxx8	dat***************@i**.de
World Financial Advisors	5177 Richmond Ave. Suite 318, Houston, TX 77056	71377xxxx0	jle**@w*******************.com
Harness Wealth	32 6th Ave Floor 13, New York, NY 10013	64658xxxx7	adv***@h**********.com	4.3	12
Chartered Financial Planning	2250 E Parham Rd, Richmond, VA 23228	80426xxxx0
Financial Future	3401 Cutshaw Ave, Richmond, VA 23230	80435xxxx3
Virginia Investment Advisory	10001 Patterson Ave Suite 110, Richmond, VA 23238	80435xxxx5	c.s***@v***********************.com
James Bowry	8720 Stony Point Pkwy, Richmond, VA 23235	80489xxxx0	aar********@m*****.com	5	29					47646		52000
The Retirement Planning Group	4811 W 136th St, Leawood, KS 66224	91349xxxx8	all@p****************.com	4.9	103
Jonathan Wood - Financial Advisor, Ameriprise Financial Services, LLC	1 Park W Cir #208, Midlothian, VA 23114	80427xxxx3	amy*****@a*.com
Michelle Renee Alberda - Ameriprise Financial Services	150 Post St Ste 530 San Francisco, CA 94108	41562xxxx3	aru********@a*.com			4.6	7
Edelman Financial Engines	200 Westgate Pkwy Suite 202, Henrico, VA 23233	83375xxxx3	a.z****@e********************.com
The Kelley Financial Group	1605 Carmody Ct #301, Sewickley, PA 15143	41252xxxx0	c18***************************@s***.wixpress	4.9	32					4125	2	4100
Edward Jones - Financial Advisor: Jeff Maciejewski	8610 Explorer Dr Unit 112, Colorado Springs, CO 80920	71935xxxx5	a.j*******@e********.com	5	3					109856		109000
William Shulack - Financial Advisor, Ameriprise Financial Services, LLC	8008 N High St, Columbus, OH 43235	61431xxxx1	amy*******@a*.com							1351		1400
WellsColeman	5004 Monument Ave, Richmond, VA 23230	80435xxxx0	aci****@w*********.com	5	2					86	2	86
Ameriprise Financial Advisors	455 Market St Ste 1480 San Francisco, CA 94105	41577xxxx6				1.7	26
Alexander Capital, Lp	17 State St, New York, NY 10004	21268xxxx0	anu*********@a***************.com	3.7	3
Brandon J Miller - Brio Financial Group	333 Bush St Ste 1400 San Francisco, CA 94104	83362xxxx0	abr**@b***.com			5	2
Chicago Private Wealth Group	1211 22nd St Suite 209, Oak Brook, IL 60523	70824xxxx0	cpw@l**********.com							243
Davenport & Company LLC	901 E Cary St # 1100, Richmond, VA 23219	80478xxxx0	and***@i************.com	4	8						77	1200
Molly Stavang - RBC Wealth Management Financial Advisor	102 S Tejon St Ste 460, Colorado Springs, CO 80903	71924xxxx3	joh******@c.rbcwealthmanagement									103
Financial Accounting Services Ltd	2250 E Parham Rd, Richmond, VA 23228	80426xxxx0	cco***@f***.com	3.7	6
Edward Jones - Financial Advisor: Parker T Austin	1628 California St Ste A San Francisco, CA 94109	41540xxxx5	a.j*******@e********.com			5	1			91611		106000
Professional Financial Advisors, LLC	1400 S Dewey St #300, North Platte, NE 69101	30853xxxx0		5	1
Royal United Mortgage LLC	1450 American Ln STE 750, Schaumburg, IL 60173	88876xxxx5	a.j*******@r****************.com	4.7	234					4174		4000
Chris Fash - Private Wealth Advisor, Ameriprise Financial Services, LLC	2805 Butterfield Rd STE 110, Oak Brook, IL 60523	77386xxxx2
Convexity Investments LLC		63036xxxx1	inf@c*************.com									98
Army Logistics University	562 Quarters Rd, Fort Gregg-Adams, VA 23801	80476xxxx0	ama************@a*.mil	4.6	40
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	51
Strother's Bookkeeping & Tax	2909 Sandy Ln, Richmond, VA 23223	80434xxxx5	ast****@s*****************.com	4.1	9					254	30	237
RMCI Tax Service	44 Mine Rd # 1C, Stafford, VA 22554	54028xxxx7	gbu@r****.com	4.5	8
Golden Hills Financial Group	1445 Golden Hills Rd, Colorado Springs, CO 80919	71926xxxx0	gio***@g*************.com
Level Wealth Management	204 Muirs Chapel Rd # 100, Greensboro, NC 27410	33635xxxx2	aar@l****.com	5	34
Karissa Wong - Ameriprise Financial Advisor	44 Montgomery St Ste 4210 San Francisco, CA 94104	41578xxxx0
First Command Financial Advisor - Casey Ash	615 Wooten Rd Ste 130, Colorado Springs, CO 80915	71946xxxx5	abe*@f*********.com	5	6					27		85
United Capital Financial Advisors	746 Walker Rd STE 16, Great Falls, VA 22066	70375xxxx7	car**@u****************.com
Elite Financial Group	San Francisco Bay Area, CA 94102	41577xxxx2	dhu*@e*****.com			4.8	5
Altitude Financial Planning	1880 Office Club Pt, Colorado Springs, CO 80920	71948xxxx8	dat******@r*****.com							676	14	662
Mont Wealth SM	3225 Austin Bluffs Parkway Suite 150B, Colorado Springs, CO 80918	85564xxxx3	ami****@m*******.com
Upstart Wealth Management	582 Market St Ste 808 San Francisco, CA 94104	41554xxxx6	inf@u***********.com
Mark Barnett - Private Wealth Advisor, Ameriprise Financial Services, LLC	3951 Westerre Pkwy #260, Richmond, VA 23233	80493xxxx3	ale************@a*.com							260		311
Plan For It Financial LLC		78180xxxx9
Morgan Stanley & Co	101 California St San Francisco, CA 94111					1	2
Voya Investment Management	230 Park Ave, New York, NY 10169	21230xxxx0	act@v***.com	1.9	8
Caffrey Insurance Solutions	2413 Webb Ave Ste C Alameda, CA 94501	51044xxxx7	aca***@c*************.com	5	2	5	95			71		74
ROMAR Wealth Management	600 Grand Ave Ste 301 Oakland, CA 94610	51081xxxx9				5	13
Edward Jones - Financial Advisor: Brady A Pitt, CFP®\|ABFP™	6543 N Academy Blvd, Colorado Springs, CO 80918	71953xxxx4	a.j*******@e********.com	4.5	2					90110		104000
Stephanie Colgate - Thrivent	13710 Struthers Rd Ste 120, Colorado Springs, CO 80921	71980xxxx4	adm@d*********.com									124
First Command Financial Advisor - Erica Brown	615 Wooten Rd Ste 130, Colorado Springs, CO 80915	71946xxxx5	abe*@f*********.com							7409	218	7700
Christopher Detzer	350 Oakland Ave, Oakland, CA 94611	51073xxxx9				4.9	17
Edward Jones - Financial Advisor: Mayumi Y Flesner	1 Pierce Pl Ste 200 E, Itasca, IL 60143 · ~2.9 mi	63025xxxx8	a.j*******@e********.com							82922
Porte Brown	845 Oakton St, Elk Grove Village, IL 60007	84795xxxx0	a-b*****@p*******.com	4.1	18					824	1	845
Financial Advisory Systems, PLLC	9255 Center St #400a, Manassas, VA 20110	70333xxxx4	bik*@k*****.com	5	20
Timothy Financial Counsel, Inc.	10 S Riverside Plaza STE 1800, Chicago, IL 60606	31260xxxx5	aar******@t*************.com
Fitch Financial Advisors	2627 Chestnut St San Francisco, CA 94123	41592xxxx9	cla**@f**********.com			3	4
Berit Suba, MBA,CFP	555 California Ste 2300 San Francisco, CA 94104	41539xxxx2				5	1
ING Financial Services LLC	1133 6th Ave, New York, NY 10036	64642xxxx0	cz-*******@r*******.ru	3.4	17
Afflora Financial Life Planning	5990 SW 28th St g, Topeka, KS 66614	78524xxxx3	5e2***********************************@w***************.com	5	15
Prestige Estate Services	3126 W Cary St #112, Richmond, VA 23221	80497xxxx3	app*****@p*******************.com	4.5	33					1330	5	1400
New Mexico State Investment Council	41 Plaza La Prensa A, Santa Fe, NM 87507	50547xxxx0	alf********@s**.nm
Partners Capital Management Inc	7660 Goddard St Ste 120, Colorado Springs, CO 80920	71959xxxx7	joh@p*************.com
Edward Jones - Financial Advisor: Brian A Wallis, CFP®	201 Towne Center W Blvd Suite 704, Richmond, VA 23233	80436xxxx8	a.j*******@e********.com
Carmen Margy Spruill EA Bookkeeping Solutions Inc	24 Onville Rd STE 206, Stafford, VA 22556	54026xxxx4	aar*@c**************.co	5	104
Merrill Lynch Private Wealth Advisor Noel L Weil	1 Bryant Pk 28th Floor, New York, NY 10036	21241xxxx0	ale********@m.com
Patricia Synatschk	1864 Woodmoor Dr Ste 210, Monument, CO 80132	71353xxxx7	adm@d*********.com
Patrick Mottley - Financial Advisor, Ameriprise Financial Services, LLC	1 Oakbrook Terrace Ste 700, Oakbrook Terrace, IL 60181	70834xxxx9	dns***@a*.com
Edward Jones - Financial Advisor: Clint Chedester	11580 Black Forest Rd Ste 50, Colorado Springs, CO 80908	71949xxxx2		5	1
Edward Jones - Financial Advisor: Kim Ramsay, CFP®	493 State Hwy 76 Suite I, Anderson, MO 64831	41784xxxx0	acc********@e********.com	5	1
Asti Financial Management	1101 Marina Village Pkwy Sre 201 Office #275 Alameda, CA 94501	51052xxxx7	eil*@a**********.com	4.7	3	4.5	17
Brett D White - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 Oakbrook Terrace Ste 700, Oakbrook Terrace, IL 60181	63039xxxx3	dns***@a*.com
Moneta Group \| St. Louis Investment Advisors	100 S Brentwood Blvd, St. Louis, MO 63105	31472xxxx0	aba***@m********.com	4.1	9
Heim, Young and Associates, Wealth Management	800 State Highway 248 Suite #2B, Branson, MO 65616	41788xxxx3	bba***@h******.com	5	1
Wealth Enhancement Group	5599 San Felipe St # 900A, Houston, TX 77056	71362xxxx0	aba**@w**************.com	5	2					2767		3100
Andrews Financial Planning	228 Windsor River Rd Ste 112 Windsor, CA 95492	70732xxxx3	ka@a***********************.com			5	2
Clayton And Associates Investment Group	6595 Silverwind Cir, Colorado Springs, CO 80923	94172xxxx8
Peace of Mind Financial Planning	7222 Commerce Center Dr suite 175, Colorado Springs, CO 80919	71983xxxx1	inf@p************.com	3.8	4
Covenant Wealth Advisors	1768 Business Center Dr suite 350, Reston, VA 20190	70399xxxx0	baf***************************@s***.wixpress	5	9					214		241
AAA San Francisco Potrero Center Branch	2300 16th St Ste 280 San Francisco, CA 94103	62890xxxx9	aaa**********@n*****.aaa	4.3	327	3.4	157			201080	274	202000
Rockefeller Capital Management	45 Rockefeller Plaza 5th Floor, New York, NY 10111	21254xxxx0	abu*@r***.com	4.3	3
HBW Insurance & Financial Services, Inc.	2706 Enterprise Pkwy C, Richmond, VA 23294	80474xxxx9
MDRN Capital	1997 Annapolis Exchange #300a, Annapolis, MD 21401	66722xxxx0	aar********@m********.com	4.9	125					1996		3000
Rick Smith - Universal Lending Home Loans NMLS#235269	Serving theUnited States Air Force Acad Area	71949xxxx0	inf@u*.com	5	12
Alpers Financial Planning	15455 Gleneagle Dr, Colorado Springs, CO 80921	71949xxxx3
Tyler Geik - Financial Advisor, Ameriprise Financial Services, LLC	3013 N Ashland Ave Ste 1, Chicago, IL 60657	77388xxxx0
Edward Jones - Financial Advisor: Chad J Williams, CFP®\|ChFC®\|ABFP™\|CLU®\|AAMS™\|ADPA™\|CRPC™\|CRPS™\|CSRIC®	3701 Pender Dr #525, Fairfax, VA 22030	57129xxxx2	a.j*******@e********.com							90705		105000
Delaware Financial Planning		30246xxxx9	mik@d*********.com	5	9
Creative Planning	152 W 57th St 24th Floor, New York, NY 10019	21299xxxx6	a.j****@c*************.com	4.4	53					8913	148	8900
RGT Wealth Advisors	5950 Sherry Ln # 600, Dallas, TX 75225	21436xxxx0	abr*@r********.com	5	1					2538	2	2500
Cole Williams - Associate Financial Advisor, Ameriprise Financial Services, LLC	3610 Shire Blvd, Ste 212, Richardson, TX 75082 · ~32 mi	97263xxxx3	amy****@a*.com
Transamerica Corporation	600 Montgomery S Ste 2300 San Francisco, CA 94111					1	12
Wells Fargo Advisors	8620 N Union Blvd, Colorado Springs, CO 80920	71949xxxx0	a-w*************@w***************.com							186168		187000
Creative Wealth Planning, LLC	1981 Marcus Ave suite c-119, North New Hyde Park, NY 11042	51650xxxx0	dat***************@i**.de	5	2
Earn Into Wealth	1460 Broadway, New York, NY 10036	64649xxxx0	ade**@e***********.com	5	7
Merrill Lynch Wealth Management	90 S Cascade Ave Ste 600, Colorado Springs, CO 80903	71963xxxx0	ale********@m.com	2.3	3
Evercore Partners	55 E 52nd St, New York, NY 10055	21285xxxx0	a.-***@e*****.com	4.6	9
Virginia Estate and Retirement Planning Advisors, Inc.	4870 Sadler Rd, Glen Allen, VA 23060	80420xxxx1	inf@m*****.com	5	22
Merrill Lynch Financial Advisor Robert J Waldele	225 Liberty St 39th Floor, New York, NY 10281	21223xxxx3	ale********@m.com
BookSoEasy	1459 18th St Ste 246 San Francisco, CA 94107	14152xxxxx2	ake@b*******.com			4.8	16
Dickinson Williams & Company	1210 East Cary Street Fourth Floor, Richmond, VA 23219	80458xxxx0	ahu**@d**************.com	5	1
Edward Jones	1832 Woodmoor Dr Ste 200, Monument, CO 80132	71948xxxx2	a.j*******@e********.com
Tower Research Capital LLC	377 Broadway # 11, New York, NY 10013	21221xxxx0	aar*********@t***********.com	5	2
Evan Hoobchaak - Private Wealth Advisor, Ameriprise Financial Services, LLC	800 Hart Rd Ste 390, Barrington, IL 60010	84789xxxx7
Cooper Financial Planning	8700 W Bryn Mawr Ave, Chicago, IL 60631 · ~6.2 mi	77339xxxx2	asc***@f***********.com							194	2
Lincoln Financial Advisors	10900 Nuckols Rd # 250, Glen Allen, VA 23060	80421xxxx8
Samantha N Dinh, CFP - Paragon Financial Planning	550 Park St, Ste 105 Alameda, CA 94501	15102xxxxx4	inf@p********.com	5	2	5	49
Edward Jones - Financial Advisor: Kevin C Dunbaugh	7836 N Academy Blvd, Colorado Springs, CO 80920	71942xxxx7	and*****@c***********.ca	5	2
SC Wealth Advisors	951 N Plum Grove Rd # G, Schaumburg, IL 60173	63073xxxx3	puj******@s*************.com
Edward Jones - Financial Advisor: Andrew L Coats, CRPC™	2751 Prosperity Ave Ste 270, Fairfax, VA 22031	70320xxxx5	a.j*******@e********.com									130
Financial Services Richard Peace CFP	6025 Erin Park Dr, Colorado Springs, CO 80918	71926xxxx1
FIS	1165 Arbor Dr, Romeoville, IL 60446	63079xxxx0	aar*****@f******.com	2.5	13
Edward Jones - Financial Advisor: Joe Suhajda, AAMS™	13804 Gleneagle Dr, Colorado Springs, CO 80921	71948xxxx0	a.j*******@e********.com	5	1					91611		106000
San Francisco Associates	847 Sansome St Fl 4 San Francisco, CA 94111	41567xxxx0	abl****@s*********.com			5	2
Scheffler Thomas J Certified Financial Planner	1 Sansome St San Francisco, CA 94104	41595xxxx8
WINDfall Financial Group	10 Milland Dr Ste B-6 Mill Valley, CA 94941	41538xxxx2		1	2	5	1
Brooklyn Fi	33 Nassau Ave, Brooklyn, NY 11222	33229xxxx0	aj@b*********.com	4.6	24
Fash Wealth Advisors - Ameriprise Financial Services, LLC	2805 Butterfield Rd STE 110, Oak Brook, IL 60523	77386xxxx2	dns***@a*.com
Ameriprise Financial Advisors	111 Pine St Ste 1750 San Francisco, CA 94111	41553xxxx0
Edward Jones - Financial Advisor: Chris H Palmer, CFP®\|ChFC®\|CIMA®\|AAMS™	7420 Alban Station Blvd Suite B 202, Springfield, VA 22150	70364xxxx6	a.j*******@e********.com
Katy Song Financial Planning	34 Meadow Dr Mill Valley, CA 94941	41527xxxx3	kat@k******.com			5	3					79
Planning Financial Futures, Inc	1895 Walt Whitman Rd #6, Melville, NY 11747	63154xxxx3	jle*@n*************.com	5	45
Financial Decisions	780 3rd Ave #1901, New York, NY 10017	21292xxxx0	fin*************@f***.net	5	1
Edward Jones - Financial Advisor: Joshua Chadwick	307 E Fontanero St, Colorado Springs, CO 80907	71957xxxx9	a.j*******@e********.com	5	1					109856		109000
Bullock Capital Alliance Inc	1271 Kelly Johnson Blvd Ste 210, Colorado Springs, CO 80920	71977xxxx7
Charles Schwab	100 W Higgins Rd Suite A-1, Barrington, IL 60010	84730xxxx6		3.7	3
All-Pro Advisors LLC	4117 Fairway Dr, Gibsonia, PA 15044	41256xxxx0	con**@a************.com	5	21
Kyle Hazen - Financial Advisor, Ameriprise Financial Services, LLC	760 Village Center Dr STE 210, Burr Ridge, IL 60527	63046xxxx5	jul*******@a*.com							254
The Read Wealth Management Group - UBS Financial Services Inc.	One N Upper Wacker Dr, Chicago, IL 60606	31252xxxx6	ade******@u.com	4.52
Wealthspire Advisors	521 5th Ave 15th Floor, New York, NY 10175	80099xxxx6	abb****@w********.com	5	42					183		183
Innovative Financial Planning	500 N Franklin Tpke, Ramsey, NJ 07446	20164xxxx0	kdi**@i********.com									58
Edward Jones - Financial Advisor: Brian E Magura, CFP®\|AAMS™	1532 Nerge Road, Elk Grove Village, IL 60007 · ~4.2 mi	84735xxxx0	acc********@e********.com						21	82708		92750			5
Financial Planning Advisors Inc	1122 Penn Ave, Wyomissing, PA 19610	61037xxxx4	acc*****@f********.com	5	1
David Urlaub - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71937xxxx1	adm@d*********.com
Castellon Professional Services	48 Gold St Ste 200 San Francisco, CA 94133	41565xxxx6	jn@m*********.com			5	8
6 Meridian	8301 E 21st St N #150, Wichita, KS 67206	31677xxxx1	con**@6******.com							405	16	465
Destination College (College Planning)		84760xxxx9	dd0***************************@s***.wixpress	4.8	81
Joe Wu, CPA	Walnut Creek, CA 94598	92577xxxx9	joe@j*****.com			4.9	42
RSM US LLP	919 E Main St, Richmond, VA 23219	80428xxxx1	a.j***@r**.com	5	1					15590		15000
Edward Jones - Financial Advisor: Jonathan Kang, CFP®	2929 N Central Expy Ste 330, Richardson, TX 75080 · 3.2 mi	97223xxxx1	a.j*******@e********.com
Affinity Capital Advisors	825 Page St Berkeley, CA 94710	51098xxxx1	con**@a***********.com			5	3
John McCallion - Financial Advisor, Ameriprise Financial Services, LLC	2001 Butterfield Rd Ste 1520, Downers Grove, IL 60515	63074xxxx4	dns***@a*.com
ImpactAdvisor	655 Montgomery St, San Francisco, CA 94111	41586xxxx0	exx******@i**********.com			5	4
Securities America, Inc	3711 Westerre Pkwy b, Richmond, VA 23233	80429xxxx0	adm@i***************.com	5	2
Bank of America Financial Center	1525 Market St, San Francisco, CA 94103	41562xxxx3	ahm**********@m.com			2.2	74
Tobias Financial Advisors	1000 S Pine Island Rd Suite 450, Plantation, FL 33324	95442xxxx0	aim@t************.com	5	3					508	19	763
Windgate Wealth Management & Fi-Care Financial Wellness Benefits	300 S Wacker Dr Suite 2880, Chicago, IL 60606	84437xxxx3	che**@w***********.com
Joanne Jordan - Ameriprise Private Wealth Advisor	44 Montgomery St Ste 4210 San Francisco, CA 94104	41562xxxx2
Purpose Financial Planning LLC	8745 W Higgins Rd, Chicago, IL 60631	84737xxxx7		5	1
Washington Capital Partners	8401 Greensboro Dr Suite 960, McLean, VA 22102	70334xxxx9	abb**@w**********************.com	4.4	85					947	31	1000
First Command Financial Advisor - Tom Finneran	1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920	71959xxxx1	abe*@f*********.com
Thomas J Manzardo - Private Wealth Advisor, Ameriprise Financial Services, LLC	111 E Schaumburg Rd, Schaumburg, IL 60194	84758xxxx1
Clear Financial Strategies, LLC	1750 E Golf Rd Ste 230, Schaumburg, IL 60173 · ~5.3 mi	84437xxxx0	91b***********************************@w***************.com	5	3
Riley Accounting Lee Riley CPA MBA-tax	85 Libertyship Way, Sausalito, CA 94965	41530xxxx8	lee@r**************.net			4.5	8
Enrique Basanez - Thrivent	7222 Commerce Center Dr Ste 220, Colorado Springs, CO 80919	71962xxxx0	abc*****@t*****.com							3	6	9
PlanWell Financial Planning	10701 Parkridge Blvd STE 130, Reston, VA 20191	30138xxxx9	bre********@p*******.com	5	8
Kindness Financial Planning		20665xxxx7	exa**@g**.com	5	1
Rippinger Financial Group Inc	1501 E Woodfield Rd, Schaumburg, IL 60173 · ~5 mi	84741xxxx0	jri*****@r***.com
Modern Family Finance	Oakland, CA 94612	41529xxxx6	hel@g*******.co			5	8			269		275
First Republic Bank	101 Pine St, San Francisco, CA 94111	41526xxxx7	aa@f************.com	4	17	3.7	109			89755	260
Edward Jones - Financial Advisor: Amy K Dyess	12295 Oracle Blvd Ste 240, Colorado Springs, CO 80921	71982xxxx2	a.j*******@e********.com	5	2					91789		107000
Financial Forecasts Inc	3918 Prosperity Ave # 318, Fairfax, VA 22031	70328xxxx7	bry@f***.com	4	4
Burton Insurance Services	114 Hazel Ave Mill Valley, CA 94941	41538xxxx3
StoneX Group Inc.	230 S La Salle St #10-500, Chicago, IL 60604	31278xxxx0	aar@s***.com	4	4					678	21	791
Adrienne Ng - State Farm Insurance Agent	1643 Noriega St San Francisco, CA 94122	41529xxxx8				4.3	18
Riverstone Wealth Advisory Group - Ameriprise Financial Services, LLC	14350 Sommerville Ct, Midlothian, VA 23113	80456xxxx5	cou************@a*.com							132	2	147
MTD Financial	Woodfield Preserve, 10 N Martingale Rd Ste 400, Schaumburg, IL · ~4.1 mi	31255xxxx1	esh***@m*********.com
RJ Martin - Romar Wealth Management	600 Grand Ave Ste 301 Oakland, CA 94610	51081xxxx9	aar**********@r*********.com			5	12
233 Wealth Management Group - Morgan Stanley	233 S Wacker Dr 87th Floor, Chicago, IL 60606	31244xxxx7	acm*********@m**********.com
Curtis Lee - State Farm Insurance Agent	648 Stanyan St, San Francisco, CA 94117	41575xxxx8	cur*@c******.net	4.9	87	4.6	49			109	6	123
Asset Architects Co	1755 Telstar Dr, Colorado Springs, CO 80920	72051xxxx9
Congressional Capital Management	1100 New York Ave NW, Washington, DC 20005	20262xxxx2		1	1
Council Financial & Insurance Services	425 Market St Ste 1600 San Francisco, CA 94105	92587xxxx2	her@c**************.com			5	67					103
Emmanuel A Santos, JD CPA Incorporated	447 Sutter St Ste 714 San Francisco, CA 94108	41536xxxx1	ami******@e****.com			4.4	8			371	53	357
Alyssum Malone at Buckingham Strategic Wealth	8580 Scarborough Dr Ste 145, Colorado Springs, CO 80920	71926xxxx0	adm@b**************.com							564	8	662
Wesling Financial Planning Services	6621 Wakefield Dr Unit 113, Alexandria, VA 22307	70376xxxx9	car****@w*************.com	5	2
Edward Jones - Financial Advisor: David B Lilienthal, AAMS™\|ADPA™\|CRPC™\|CRPS™	213-33 39th Ave, Bayside, NY 11361	71835xxxx1	a.j*******@e********.com	5	6
The Financial Planning Company	333 W 7th St, Royal Oak, MI 48067	24876xxxx0	ala@t*************************.com	5	8					66
The Mather Group	353 N Clark St #2775, Chicago, IL 60654	88853xxxx0	a.b**@t***********.com	3	14
D F Dent	400 E Pratt St #720, Baltimore, MD 21202	41083xxxx4	bhr***@d***.com
Bullock Capital Alliance Inc	1271 Kelly Johnson Blvd, Colorado Springs, CO 80920	71977xxxx7
Wells Fargo Advisors	105 Holbrook St, Colorado Springs, CO 80921	42546xxxx7	a-w*************@w***************.com							186782		188000
Edward Jones - Financial Advisor: Todd A Jones, AAMS™	999 E Touhy Ave Ste 125, Des Plaines, IL 60018 · ~3.3 mi	84739xxxx5	a.j*******@e********.com		21										5
Edward Jones	2950 Professional Pl Ste 209, Colorado Springs, CO 80904	71947xxxx4	a.j*******@e********.com
Christian Dundas - Prudential Financial	4860 Cox Rd #100, Glen Allen, VA 23060	80472xxxx8	aar*****************@p*******.com
Financial Advisory Corporation	4251 Cascade Rd SE, Grand Rapids, MI 49546	61623xxxx0	ach****@f******.com
Edward Jones - Financial Advisor: Brian Diehl, WMCP®\|AAMS™\|CRPC™	6565 Arlington Blvd Suite 502, Falls Church, VA 22042	70320xxxx2	a.j*******@e********.com							90705		105000
Edward Jones - Financial Advisor: Stan Schmidt, CFP®\|ChFC®\|AAMS™	12106 State Line Rd, Leawood, KS 66209	91349xxxx5	abc*****@e********.com	5	2					90711		105000
Patriots Tax & Accounting Service	3920 Plank Rd # 100, Fredericksburg, VA 22407	54041xxxx0	bkk********@y**.com	4.9	99					311	21	372
Monument Wealth Management	1940 Duke St Suite 6100, Alexandria, VA 22314	70350xxxx0	aba**@w**************.com	4.8	25					1538	27	1500
PIASCIK Certified Public Accountants	4470 Cox Rd #250, Glen Allen, VA 23060	80452xxxx5	apa*@p****.cpa	5	1
Hancock Partners	235 Montgomery St Ste 960 The Russ Building San Francisco, CA 94104	41598xxxx0	ami@h**************.com			4.2	6			482
Adams Enterprises Professional Tax Preparation	2950 Courthouse Rd, Richmond, VA 23236	80467xxxx3	jos****@v****.net	5	10
Edelman Financial Engines	8610 Explorer Dr Unit 120, Colorado Springs, CO 80920	83375xxxx3	a.b***@e********************.com	3	2					20854	28	20000
Flex Tax and Consulting Group	1160 Battery St E, Ste 100 San Francisco, CA 94111	16283xxxxx4	ale****@f****.com	4.8	53	4.8	152			1144		1000
Lisa Forbes - Platinum Financial Services Advisor, Ameriprise Financial Services	5755 Mark Dabling Blvd Ste 370, Colorado Springs, CO 80919	71965xxxx7	dns***@a*.com
Fredrickson Financial Planning - CGN Advisors, LLC	552 16th St, Brooklyn, NY 11215	34788xxxx4	tom@f*******************.com
Wealth by Design	3030 Bridgeway Ste 114 Sausalito, CA 94965	41533xxxx0	bar**@w*****************.com
Leander Don Cert Financial Planner	6645 Delmonico Dr Ste 101, Colorado Springs, CO 80919	71926xxxx5
Schultz Collins	455 Market St Ste 1250 San Francisco, CA 94105	41529xxxx0	bel**@s***********.com			5	1
Scalisi & Bernazzani Financial Services	1635 Irving St, San Francisco, CA 94122	41566xxxx4				5	39
First Command	1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920	71959xxxx1	abe*@f*********.com	3.7	6					7521	218	7800
Accelerated Wealth Colorado Springs	13570 Meadowgrass Dr, Colorado Springs, CO 80921	71946xxxx7	ama**@a**************.com	4.3	8					496	75	500
Kenneth Weigand - Financial Advisor, Ameriprise Financial Services, LLC	800 Hart Rd Ste 390, Barrington, IL 60010	84789xxxx4	dns***@a*.com
Allstate Personal Financial Representative: Lynette Melcher	1726 Connecticut Ave NW Ste 200, Washington, DC 20009	20288xxxx4	a**00@a*****.com	5	29
Edward Jones - Financial Advisor: Christopher Campbell, CFP®	3150 W Cary St, Richmond, VA 23221	80499xxxx1	a.j*******@e********.com	5	1					89423		103000
Albory	San Francisco, CA 94122	41566xxxx9				4	4
Merrill Lynch	600 California St Fl 8 San Francisco, CA 94108	41595xxxx0				1.7	9
Farmers Insurance - Aaron Thach	82 W Manor Dr Ste B Pacifica, CA 94044	41589xxxx3	aag**@f*********.com	4.9	52	4.9	151			279	122
Cresset Family Office \| Chicago	444 W Lake St #4700, Chicago, IL 60606	31262xxxx9	ama***@c***********.com
Hightower Advisors	200 W Madison St STE 2500, Chicago, IL 60606	31296xxxx0	aad***@h**************.com	4.3	12					11275	37
Edward Jones - Financial Advisor: Aaron M Zimmerman	4830 Rusina Rd Ste A, Colorado Springs, CO 80907	71928xxxx6	and*****@c***********.ca
Fiduciary Financial Advisors	124 Fulton St E Suite 200, Grand Rapids, MI 49503	61662xxxx2	and************@f******.com	5	29
Chris Curl - Thrivent	2060 Briargate Pkwy Ste 120, Colorado Springs, CO 80920	71936xxxx4	adm@d*********.com
Aspiriant	50 California St Ste 2600 San Francisco, CA 94111	41537xxxx0	a.m******@a******.com							176	14	197
Michael K White CPA & Associates	1261 Locust St Walnut Creek, CA 94596	92537xxxx3	inf@m**************.com	3.8	5	2.1	7			31	2	43
American Banker	1 State St #27, New York, NY 10004	21280xxxx0	aah*@a***********.com							20444		22000
Financial Management Services Inc	5039 A Backlick Rd, Annandale, VA 22003	70325xxxx0		5	1
Mass Mutual Financial Group	100 Eastshore Dr # 300, Glen Allen, VA 23059	80434xxxx5	a@m*********.com	5	3
Shawn Kennedy - Financial Advisor, Ameriprise Financial Services, LLC	760 Village Center Dr STE 210, Burr Ridge, IL 60527	70869xxxx4
The Calara Agency - Financial Services & Insurance	7820B Wormans Mill Rd, Frederick, MD 21701	30170xxxx5		5	73
Money Concepts Financial Planning Centre	1045 Allegheny Dr, Colorado Springs, CO 80919	71959xxxx1
Merit Financial LLC	4860 Cox Rd, Glen Allen, VA 23060	80452xxxx3	gin@m******.org
Decker Retirement Planning	1 Harbor Dr Ste 300 Sausalito, CA 94965	41552xxxx0	inf@d******.com
Sovereign Private Wealth	21 Augusta St C, Greenville, SC 29601	86450xxxx8	bob@s**********.com	5	37
Association of African American Financial Advisors	1050 Connecticut Ave NW, Washington, DC 20036	20257xxxx9	aaa***************@a*****.org							853		959
Edward Jones - Financial Advisor: Keith Mitsch, AAMS™	20 N Martingale Rd Ste 435, Schaumburg, IL 60173 · ~4.1 mi	84752xxxx8	a.j*******@e********.com
Advisors Asset Management	18925 Base Camp Rd Ste 203, Monument, CO 80132	71948xxxx6	a.m**@a****.com
Edelman Financial Engines	1800 Diagonal Rd UNIT 480, Alexandria, VA 22314	83375xxxx3	aar@e********************.com	4.5	2					18999	23	20000
corporate planning associates	7231 Forest Ave, Richmond, VA 23226	80428xxxx4	joh****@c***************************.com
Edward Jones - Financial Advisor: Nicole Schelkopf, CFP®	43 W Schaumburg Rd, Schaumburg, IL 60194 · ~6.4 mi	84789xxxx5	a.j*******@e********.com												5
Tryon Investments, LLC	745 Community Dr Suite E, North Liberty, IA 52317	31966xxxx0	abd@c***.com	4.5	15
Scott M Hauser - Private Wealth Advisor, Ameriprise Financial Services	2438 Research Pkwy Ste 105, Colorado Springs, CO 80920	71932xxxx0	dns***@a*.com	5	2
Lauterbach & Amen LLP	668 N River Rd, Naperville, IL 60563	63039xxxx3	aad*@l***********.com	4.2	22
Independent Financial Planning	1930 Isaac Newton Square STE 205, Reston, VA 20190	57196xxxx8	aar@e********************.com	5	2
Farr Miller & Washington	1020 19th St NW, Washington, DC 20036	20253xxxx0	aga**@f*******.com	5	2							554
America First Investment Advisors \| Financial Planning & Investment Management in Omaha	10050 Regency Cir #515, Omaha, NE 68114	40299xxxx8	aby*@a**.com	1	1
Integrity Bank & Trust	5550 Powers Center Pt, Colorado Springs, CO 80920	71949xxxx0	aat****@i******************.com	4.8	48								5	7
Joseph Khasho - Financial Advisor, Ameriprise Financial Services, LLC	1600 Golf Rd #1200, Rolling Meadows, IL 60008	84798xxxx0
O'Keeffe CPA & Associates	1 N 5th St, Richmond, VA 23219	80442xxxx0	adm@c*****.com	4.5	12
First Command Financial Planning	1277 Kelly Johnson Blvd, Colorado Springs, CO 80920	71959xxxx1	aar*****@f*********.com	4	4
Commonwealth Estate Planning	4025 Bush Lake Way, Glen Allen, VA 23060	80427xxxx4
Alexander Financial Planning	1818 Library St Suite 500, Reston, VA 20190	70367xxxx8	ale**********@d***************.com	5	10
Jason Osenton - U.S. Bank	Larkspur, CA 94939	41526xxxx0	adr***********@u***.com			5	66			345281	5445	348000
Bennco Advisors	731 N Tejon St, Colorado Springs, CO 80903	71957xxxx9	bri*@b***.com
Plan 202	580 California St San Francisco, CA 94104	41593xxxx9				5	1
Adam Koren Financial Coaching	Oakland, CA 94609	54177xxxx2	joh*****@a******.com			5	31
Park Sensenig & Burns	2310 W Main St, Richmond, VA 23220	80066xxxx4		5	36
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					877		1000
Retirement Planners of America	2820 Dallas Pkwy, Plano, TX 75093	46924xxxx0	amy@r***.com	4.7	272					556	14
Peak Investment Advisors	5825 Delmonico Dr, Colorado Springs, CO 80919	71926xxxx5	pea***********@c.com
Mitchell Advisory Fee-Only Financial Planners	11710 Plaza America Dr suite 2000, Reston, VA 20190	70348xxxx8
The Wealth Planner	1300 Summit Ave Suite 120, Fort Worth, TX 76102	81787xxxx7	c18***************************@s***.wixpress
Peninsula Wealth, LLC	350 Townsend St Ste 411 San Francisco, CA 94107	41567xxxx0	a@p**************.com
Forum Financial Management, LP	1900 S Highland Ave STE 100, Lombard, IL 60148	63087xxxx0	ddo*****@f***********.com
First Command Financial Advisor - Pete Forde	1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920	71959xxxx1	abe*@f*********.com
Edward Jones - Financial Advisor: Jeff Thomas, AAMS™	1817 N Union Blvd Ste E, Colorado Springs, CO 80909	71963xxxx2	a.j*******@e********.com	5	5					91611		106000
Producers Financial Network	5350 Tomah Dr Ste 3800, Colorado Springs, CO 80918	71953xxxx9	ali@p**.com
First Command Financial Advisor - Charley Rymer	615 Wooten Rd Ste 130, Colorado Springs, CO 80915	71946xxxx5	abe*@f*********.com						15	7022	255	7520
Investment Adviser Association	818 Connecticut Ave NW #600, Washington, DC 20006	20229xxxx2	aar**********@r*********.com
Paul Gamache - Thrivent	13710 Struthers Rd Ste 120, Colorado Springs, CO 80921	71989xxxx4	abc*****@t*****.com									119
Wells Fargo Advisors	1800 Bayberry Ct Suite 100, Richmond, VA 23226	80428xxxx0	abc*****@w***************.com	5	1					187434		188000
Jeff Stoffer - Terra Blue Wealth Management	3030 Bridgeway, San Francisco, CA 94965	41572xxxx7	hel@t********.com			5	5
Rothschild North America Inc	1251 Avenue of the Americas, 1251 6th Ave # 51, New York, NY 10020	21240xxxx0	alo@t************.com	2.7	6
Liberty Capitol Group - Institutional Consulting - UBS Financial Services Inc.	1501 K St NW #1100, Washington, DC 20005	20258xxxx8	bre*********@u.com
Independent Financial	440 Chapel Hills Dr, Colorado Springs, CO 80920	71926xxxx9	adm@i*******.com	5	5					3299	557	3400
LPL Financial	900 N Arlington Heights Rd # 380, Itasca, IL 60143	63025xxxx9		5	2
Mission National Bank	3060 16th St, San Francisco, CA 94103	41582xxxx7	all*******@m**.com	3	8	3.2	11
Edward Jones - Financial Advisor: Bryan Townley	2007 N Collins Blvd, Suite 401, Richardson, TX 75080 · ~33 mi	97223xxxx8	acc********@e********.com
Bespoke Wealth Advisors	733 Front St Ste 110 San Francisco, CA 94111	88847xxxx3	gra@b******************.com
Financial Planning Advisors	1600 Washington Ave #1, Alton, IL 62002	61847xxxx0
David C Waring - Financial Advisor, Ameriprise Financial Services, LLC	765 Ela Rd Ste 300, Lake Zurich, IL 60047	84784xxxx1	dns***@a*.com
Armand Minasian, CFP	1001 Bayhill Dr Fl 2 San Bruno, CA 94066	41551xxxx9
The Tax Group	4630 Geary Blvd Ste 101 San Francisco, CA 94118	41538xxxx0				3.7	6
Piershale Financial Group	1531 S Grove Ave #206, Barrington, IL 60010	84771xxxx0	eri*******@p***************.com	4.7	58
American Financial Services	MUNSON BUILDING, #67, New York, NY 10005	21274xxxx3		5	1
Marble Capital	580 California San Francisco, CA 94104	41543xxxx6	bxx********@m**********.com			5	1
Private Advisors, LLC	901 E Byrd St #1400, Richmond, VA 23219	21231xxxx5	aab****@p************.com
Steven Silber, CFP , CLTC	46-08 Francis Lewis Blvd, Bayside, NY 11361	71822xxxx8		5	107
Capital Wealth Strategies	2790 N Academy Blvd Ste 331, Colorado Springs, CO 80917	71963xxxx9
Edward Jones - Financial Advisor: Kevin C Dunbaugh, CFP®\|AAMS™	7836 N Academy Blvd, Colorado Springs, CO 80920	71959xxxx0	a.j*******@e********.com	5	2					91611		106000
Mission Financial Planning	5410 W 61st Pl Suite 100, Mission, KS 66205	91394xxxx4	ama*@m*********************.com
Simply Stated Retirement Solutions	158 State St Suite 2B, Bluffton, SC 29910	84396xxxx0	dow************@2.jpeg	5	8
First Command Financial Advisor - Christie George	1277 Kelly Johnson Blvd Ste 260, Colorado Springs, CO 80920	71959xxxx1	abe*@f*********.com							2	218	11
Reed Eisenhauer - Northwestern Mutual	600 Montgomery St San Francisco, CA 94111	50924xxxx3
Edward Jones - Financial Advisor: Nancy M Reiser, AAMS™\|CRPC™	1699 Wall St Ste 500, Mount Prospect, IL 60056 · ~2.7 mi	84759xxxx3	a.j*******@e********.com
Springs Plans	7045 Campus Dr Ste 101, Colorado Springs, CO 80920	71938xxxx9
Peak Capital Management	1465 Kelly Johnson Blvd Ste 350, Colorado Springs, CO 80920	71952xxxx5	bri@p***********.net
David Wealth Management, LLC	8315 Lee Hwy #325, Fairfax, VA 22031	70356xxxx0	cjd**@d********.com	5	17
FutureFWD Advisors - Ameriprise Financial Services, LLC	122 E 42nd St #2215, New York, NY 10168	64637xxxx0	dns***@a*.com
Merrill Lynch Financial Advisor Charles P Balducci	200 Park Ave 34th Floor, New York, NY 10166	21233xxxx5	aar********@s***.com
Minkoff & Associates - Ameriprise Financial Services	432 Clay St San Francisco, CA 94111	41539xxxx0	dns***@a*.com			5	6
Chase Bank	1811 19th Ave, San Francisco, CA 94122	14157xxxxx0	acc********@c**.com	3.6	17	2.6	36			946135	7238	37
Partners Capital Management	1755 Telstar Dr Ste 300, Colorado Springs, CO 80920	71959xxxx7	con**@p************.com
Prime Wealth Management	2936 Domingo Ave Ste 1 Berkeley, CA 94705	51038xxxx9	rpr*@p********.com			5	4			1101		1200
Debra O’Farrell - State Farm Insurance Agent	870 Market St Ste 865 San Francisco, CA 94102	41598xxxx0	bev@s*********.com			4.3	24			507		501
Edward Jones - Financial Advisor: Guy Ben Ari	1050 Marina Village Pkwy Ste 100 Alameda, CA 94501	51052xxxx9	a.j*******@e********.com			4.8	19			91611		106000
Quantum Financial Advisors	1633 Q St NW #230, Washington, DC 20009	20295xxxx1	aja***@q***.com	5	1
Financial Elements Inc	1861 Hicks Rd Ste D, Rolling Meadows, IL 60008 · ~7.4 mi	84749xxxx9	bre******@f*****************.com
Fortis Lux Financial	420 Lexington Ave Suite 2510, New York, NY 10170	21257xxxx0	aal@f*******.com	4	4					560	179	560
RBC Wealth Management Branch - Annapolis	1906 Towne Centre Blvd Suite 375, Annapolis, MD 21401	41057xxxx0	rbc*******@r.com	5	3					12404		14000
Amin Dean, CPA	1799 Bayshore Hwy Ste 100 Burlingame, CA 94010	16506xxxxx7	ami@a*********.com	5	2	4.8	78			85198	118
Guide Wealth Management LLC	430 Park Ave, New York, NY 10022	64645xxxx1	adm@g********.com
Nomura Securities International, Inc	309 W 49th St, New York, NY 10019	21266xxxx0	a.-******************@n***.com	4.6	12
SF Financial Services	7560 Rangewood Dr Ste 110, Colorado Springs, CO 80920	71959xxxx9	ar@s******************.com	5	2					155	18	173
Advisors Financial Inc	8391 Old Courthouse Rd STE 205, Tysons, VA 22182	70388xxxx0	afi@a****************.com							56	25	62
Chase Bank	2323 Irving St, San Francisco, CA 94122	14157xxxxx0	acc********@c**.com	2.5	20	2.7	39			947436	7240	37
Financial Consultants Group	1S450 Summit Ave # 130, Oakbrook Terrace, IL 60181	63039xxxx0	bfr*@f********.com
Fuselier & Associates Financial	637 Presidential Dr, Richardson, TX 75081 · ~31.3 mi	86693xxxx0	jas*@f****.com												1	4
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77			3396	29	3600
Alana Doyle - Associate Financial Advisor, Ameriprise Financial Services, LLC	2435 N Central Expy Ste 915, Richardson, TX 75080 · ~32.8 mi	21438xxxx5	ala********@a*.com
Edward Jones - Financial Advisor: Jacob D Larsen	1716 W Uintah St, Colorado Springs, CO 80904	71963xxxx5	a.j*******@e********.com							109856		109000
College Planning Of Colorado	7560 Rangewood Dr Ste 110, Colorado Springs, CO 80920	71959xxxx3
Edward Jones - Financial Advisor: Tracy E Barber IV, AAMS™	2790 N Academy Blvd Ste 326, Colorado Springs, CO 80917	71938xxxx0	a.j*******@e********.com							91611		106000
Beyond Financial Advisors	2015 Spring Rd # 100, Oak Brook, IL 60523	63036xxxx3	acc*****@n.com
Cronkhite Wealth Strategies	1720 Jet Stream Dr Ste 210, Colorado Springs, CO 80921	71926xxxx7	joh@c*************.com
Sandy Lee - State Farm Insurance Agent	188 S Park St Ste 4 San Francisco, CA 94107	41522xxxx3		5	123	4.7	77
Marcus Leung- MassMutual	101 Montgomery St Ste 600 San Francisco, CA 94104	41574xxxx1	aal@f***********.com			5	1
Mary Alpers, Robertson Stephens	15455 Gleneagle Dr Ste 205, Colorado Springs, CO 80921	71949xxxx3	abl@r******.com							1021	8	1000
Intellect Advisor-LPL Financial	3706 82nd St Suite 202, Queens, NY 11372	71881xxxx6	int***************@c***********.com
Edward Jones - Financial Advisor: James B Hanley	1755 Telstar Dr Ste 202, Colorado Springs, CO 80920	71959xxxx0	a.j*******@e********.com							109856		109000
Mark Nelson - Financial Advisor, Ameriprise Financial Services	1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921	71959xxxx3	aub************@a*.com							366		366
Baird Conference Center	777 E Wisconsin Ave 29th Floor, Milwaukee, WI 53202	80079xxxx3	mil*************@r****.com							7865	918	8438
Jason Brooks Financial Planner - Signature Advisors Group, Ltd	855 E Golf Rd, Arlington Heights, Il 60005 · ~3.6 mi	84754xxxx0	aab*****@s********.com		3										5
Beacon Capital Management	751 Cool Springs Blvd STE 106, Franklin, TN 37067	61522xxxx4	ala@b******.com	4.9	92					1126	7	1100
Washington Retirement Planning Specialists	South Building, 601 Pennsylvania Avenue NW Suite 900, Washington, DC 20004	24072xxxx4
Wells Fargo Advisors	9649 Prominent Pt, Colorado Springs, CO 80924	71952xxxx0		1	1
Rick Perlman, CFP , AIF - The Perlman Group: Private Wealth Management	2 Wall St 10th floor, New York, NY 10005	97397xxxx5
Strategy Squad	Oakland, CA 94612	88865xxxx3	dia*********@s**********.com			5	1			134		141
Edward Jones	15435 Gleneagle Dr Ste 130, Colorado Springs, CO 80921	71948xxxx7	acc********@e********.com							90708		105000
Relational Technology Solution	3701 W Algonquin Rd # 600, Rolling Meadows, IL 60008	84781xxxx0	aba***@r.com					4	21	1066	35	1142
Sas Financial Advisors	50 California St Ste 1500 San Francisco, CA 94111	65053xxxx2	ala@s********.com
Arch Global Advisors	420 Madison Ave, New York, NY 10017	21299xxxx7	inf@a****.com	4.2	5					292		306
Edward Jones - Financial Advisor: Ashley L Matthews, AAMS™	8700 State Line Rd Ste 335, Leawood, KS 66206	91390xxxx0	abc*****@e********.com	5	1
Christopher Mulanax, CPA	201 Mission St Ste 1205 San Francisco, CA 94105	41570xxxx0				4	10
Charles Schwab	106 W Portal Ave, San Francisco, CA 94127	14152xxxxx2	jan***@s***.com	4.2	14	2.6	18			646128	222	657000
First Command Financial Advisor - Shauna Mitchell	615 Wooten Rd Ste 130, Colorado Springs, CO 80915	71946xxxx5	ban***@f*********.com	5	5					7488	218	7800
Timothy Mason - Financial Advisor, Ameriprise Financial Services	201 E Las Animas St Ste 103, Colorado Springs, CO 80903	72079xxxx5	chr***********@a*.com							384	4	452
Edward Jones	18401 Highway 24 Ste 212, Woodland Park, CO 80863	71968xxxx2	a.j*******@e********.com