Business List: Financial Planners in Dallas, TX, United States

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Edward Jones - Financial Advisor: Cameron D Blair 1722 Routh St Ste 750 Dallas, TX 75201
21475xxxx2 a.j*********@e**********.com 87341 99000
Creekmur Wealth Advisors - Dallas 10000 N Central Expy Dallas, TX 75231
21489xxxx8 ale*****@c*************.com 431 19 488
Benefit Resource Group 6211 W Northwest Hwy Ste 151 Dallas, TX 75225
21475xxxx7 aal***@b*****.com 45 241 72
Carol Harper - Private Wealth Advisor, Ameriprise Financial Services 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97266xxxx9 car***********@a***.com 82 98
Wealth Management Group 700 Central Expy S Ste 210 Allen, TX 75013
21464xxxx0 bob@w***********************.com 87
22 One Advisors 5420 Lyndon B Johnson Fwy # 1300, Dallas, TX 75240
97266xxxx0 and*************@n*.com 5 12 518 539
Edward Jones - Financial Advisor: Neal Smith 8222 Douglas Ave Ste 675, Dallas, TX 75225
21436xxxx8 a.j*********@e**********.com 62 112
Andy Harris - Raymond James 2001 Ross Ave Ste 4500, Dallas, TX 75201
21472xxxx1 aar************@r***********.com 17482 18000
Edward Jones - Financial Advisor: Matt Northcutt, CFP®|AAMS™ 7557 Rambler Rd Ste 870, Dallas, TX 75231
21489xxxx5 a.j*********@e**********.com 88227 101000
Scapes Inc 4925 Greenville Ave, Dallas, TX 75206
97240xxxx0 lou**@b******.com
Orion Wealth Management 675 Town Square Blvd Bldg 1A Ste 200 Garland, TX 75040
97289xxxx9 ang**************@l**.com
Guidecap Partners 750 N Saint Paul St, Dallas, TX 75201
21474xxxx0 aha****@g***************.com
Edward Jones - Financial Advisor: Michael A Goethals, AAMS™ 8144 Walnut Hill Ln Suite 297, Dallas, TX 75231
21436xxxx5 a.j*********@e**********.com 88532 101000
Merrill Lynch Wealth Management 5910 N Us 75-Central Expy 1000, Dallas, TX 75206
21475xxxx4 ban********************@m*.com
Fiser Wealth Management - Ameriprise Financial Services 4144 N Central Expy Ste 538, Dallas, TX 75204
21442xxxx0 dns*****@a***.com
FFAM 5151 Headquarters Dr Ste 120 Plano, TX 75024
80058xxxx8 ama***@m*****.com 4.7 13
Wells Fargo Advisors 3580 Frankford Rd, Dallas, TX 75287 97273xxxx0
Davis Financial Services 9330 Lyndon B Johnson Fwy # 1020, Dallas, TX 75243
97223xxxx0 dxx**********@d******.com
Merrill Lynch Financial Advisor Michael J Smith 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx0 ban********************@m*.com
Edward Jones - Financial Advisor: Cassandra J Spencer 8140 Walnut Hill Ln Ste 840, Dallas, TX 75231
21432xxxx8 a.j*********@e**********.com 5 2 88227 101000
Peyton Townsend - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx9 rbc*********@r**.com 13985 15000
The Terrill Group 750 N Saint Paul St Ste 1100, Dallas, TX 75201
46991xxxx4 cha*@t**************.com
Tyler Brownlee - Edward Jones 15851 Dallas Pkwy Ste 404 Addison, TX 75001
97248xxxx3 a.j*********@e**********.com 5 2 5 1 84551
Hensley CPA Firm PA 7011 Ash St Frisco, TX 75034
21439xxxx1 aad******@h**********.us 4.9 64 4 8 203 55 212
Waddell & Reed 6600 Lyndon B Johnson Fwy, Dallas, TX 75240 97238xxxx9
Taxlogica Dallas 9788 Walnut St Ste 132 Dallas, TX 75243
97253xxxx9 ang******@t********.com
Garner Financial 3120 Milton Ave, Dallas, TX 75205
21436xxxx5 cid*************@n**********.com
Independent Financial 3206 Live Oak St, Dallas, TX 75204
21484xxxx0 adm**@i*********.com 3297 537 3400
Jwa Financial Group Inc 6200 Lyndon B Johnson Fwy Ste 180, Dallas, TX 75240
97266xxxx5 aar*********@i******.com 1466 1600
Optimal Wealth Advisors 4100 Spring Valley Rd Ste 830, Dallas, TX 75244
97299xxxx2 joh*@o************.com 5 5 556 559
Texas Investment & Retirement Associates 4131 N Central Expy #900, Dallas, TX 75204
81768xxxx9 mar********@l**.com 5 2 498 530
Merrill Lynch Financial Advisor Thomas Henry Spence, Jr. 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx2 ban********************@m*.com
Wells Fargo Advisors 2906 E Ledbetter Dr, Dallas, TX 75216 21437xxxx0
Pension Resources Corp 12900 Preston Rd Ste 1150, Dallas, TX 75230
97249xxxx1 amu***@p***************.com
LGT Financial Advisors LLC 2626 Howell St #700, Dallas, TX 75204
21446xxxx0 ade**@l*****.com 320 140
Wells Fargo Advisors 5938 W Northwest Hwy, Dallas, TX 75225 21426xxxx0
Score Factor 235 E Belt Line Rd DeSoto, TX 75115
97297xxxx0 ceo@s**********.com 5 7 5 1 3602 125 3600
Corporate Finance Associates 8214 Westchester Dr, Dallas, TX 75225 21469xxxx2
Moneylogic Marketing 10210 N Central Expy Dallas, TX 75231 21436xxxx5
Wealth Services Alliance 10000 N Central Expy, Dallas, TX 75231
21423xxxx5 abr*****@p**************.com 264 248
Wesbrooksdugger & Westbrooks Financial 10670 N Central Expy, Dallas, TX 75231 46962xxxx0
RTW Financial Advisors Inc 5757 Alpha Rd Suite 700, Dallas, TX 75240 97296xxxx2 5 1
Edward Jones - Financial Advisor: Armand Robinson, CFP® 4849 Greenville Ave Bldg 2 Ste 1320, Dallas, TX 75206
21436xxxx6 a.j*********@e**********.com 5 6
Blue Lion Capital 8115 Preston Rd Ste 550, Dallas, TX 75225
21485xxxx0 bra*@b**********.com 1 1
Financial Strategies Group 10747 Villager Rd A, Dallas, TX 75230
97233xxxx0 akg***@g****.com 3.5 2
Edward Jones - Financial Advisor: Melanie M Marlin 5600 W Lovers Ln Ste 310 Dallas, TX 75209
21435xxxx5 a.j*********@e**********.com
Ameriprise Financial Advisors 8604 Greenville Ave Ste A101 Dallas, TX 75243 21442xxxx4
Equity Insight 5956 Sherry Ln, Dallas, TX 75225
21436xxxx1 cgb@e***************.com
Morgan Stanley Wealth Management 5001 Spring Valley Rd Ste 900W, Dallas, TX 75244
97277xxxx0 acm***********@m************.com
Ryan D McDermott - Financial Advisor, Ameriprise Financial Services, LLC 6510 Abrams Rd #355, Dallas, TX 75231
63632xxxx5 dns*****@a***.com
Laura Enwere - Private Wealth Advisor, Ameriprise Financial Services 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97223xxxx3 che***********@a***.com 191 14 214
LP Analyst 750 North St. Paul Street #1900, Dallas, TX 75201
21481xxxx0 aev***@l********.com 5 20
Nautical Star Financial Group 511 E John Carpenter Fwy Ste 500 Las Colinas, TX 75062
80038xxxx4 inf*@n********************.com
Kevin R Motley - Financial Advisor, Ameriprise Financial Services 8850 Boedeker Dr, Dallas, TX 75225
21489xxxx3 dns*****@a***.com
Edward Jones - Financial Advisor: Jon-Erik Schoellhorn, CFP®|AAMS™ 4925 Greenville Ave # 1015, Dallas, TX 75206
21436xxxx5 a.j*********@e**********.com 88533 101000
Edward Jones - Financial Advisor: Michael A Goethals 8235 Douglas Ave Ste 390, Dallas, TX 75225 21436xxxx5
Miller Equity Capitol Advisors 5550 Lyndon B Johnson Fwy, Dallas, TX 75240
97249xxxx5 g*n*@m**********.com
Shelley Aguirre - Financial Advisor, Ameriprise Financial Services, LLC 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1103 1100
Tim Bowrey - Financial Advisor, Ameriprise Financial Services, LLC 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97223xxxx8 dns*****@a***.com
Edward Jones - Financial Advisor: Chris Goins, CPWA®|AAMS™ 6301 Gaston Ave Ste 650, Dallas, TX 75214
21482xxxx2 a.j*********@e**********.com 88227 101000
Edward Jones - Financial Advisor: Amy Rudd 5910 N Central Expy, Dallas, TX 75206
21436xxxx0 a.j*********@e**********.com 87395 100000
Edward Jones 8330 Lyndon B Johnson Fwy, Dallas, TX 75243
46939xxxx9 a.j*********@e**********.com 87395 100000
Stern Agee 5430 Lyndon B Johnson Fwy, Dallas, TX 75240
97237xxxx1 abb**@s*****.com 745 22 885
Merrill Lynch Financial Advisor Michael G. Garcia 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx5 and*************@m*.com
Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro 3330 N Galloway Ave #309, Mesquite, TX 75150
97261xxxx5 4.5 8
Edward Jones - Financial Advisor: Aadil Khambati 8401 N Central Expy Ste 340, Dallas, TX 75225 21475xxxx0
Creekmur Wealth Advisors - Dallas, TX 10000 N Central Expy, Dallas, TX 75231
21489xxxx8 ale*****@c*************.com 654 19 711
Ron Mathai - State Farm Insurance Agent 7301 N State Hwy 161 Ste 180 Irving, TX 75039
46977xxxx3 jes**@m*********.com 4.9 516 5 6 730 92 750
America’s Retirement Income 5027 Cardinal Ct Little Elm, TX 75068
97270xxxx7
Matt Sheldahl - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx7 joh*******@c*.rbcwealthmanagement 12775
Madeline Nichols - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx2
Capital Trading 17430 Campbell Rd, Dallas, TX 75252 46954xxxx7 con****@p*************.org
Edward Jones - Financial Advisor: Wendy W. Seale 14241 Dallas Pkwy Ste 120 Dallas, TX 75254
97223xxxx0 aar***********@e**********.com
Tannery 740 E Campbell Rd Ste 120 Richardson, TX 75081
21423xxxx0 ash***@t*************.com 5 8 1 1 954 228 932
Evos Financial 15770 Dallas Pkwy Ste 910 Dallas, TX 75248
21435xxxx9 cha****@e******.com
Robert S Cooper, CPA, PC 5580 Peterson Ln Ste 135 Dallas, TX 75240
21473xxxx9 1 1
Bluecrest Financial Alliances 14241 Dallas Pkwy Suite 1200, Dallas, TX 75254
97234xxxx0 aep***@f*************.com 4.3 16 544 55
Share Financial Services 15770 Dallas Pkwy Ste 860, Dallas, TX 75248
97223xxxx0 aho***@s*************.com
Merrill Lynch Financial Advisor Aaron Gonzalez 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx1 aar**********@m*.com
Brian John Seastone - Financial Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 b.j*********@a***.com 152 3 160
Retire Guides 675 Town square Blvd Ste 200 Garland, TX 75098
97254xxxx0 gla******@s***************.com
J.K. Financial, Inc. 8222 Douglas Ave #590, Dallas, TX 75225
21470xxxx0 and***@j*************.com 5 2 159 4 159
SWS Financial Inc 7001 Preston Rd, Dallas, TX 75205 21452xxxx8 bco***@s***********.com
Edward Jones - Financial Advisor: Yaphet S Tadesse, CEPA® 3500 Oak Lawn Ave Ste 120, Dallas, TX 75219
21452xxxx3 a.j*********@e**********.com 46
True North Advisors 8350 N Central Expy Ste 725, Dallas, TX 75206 21436xxxx0
Edward Jones - Financial Advisor: Cassandra J Spencer 9017 Garland Rd, Dallas, TX 75218
21432xxxx8 a.j*********@e**********.com 87937 100000
Edward Jones - Financial Advisor: Richard A Solt 14241 Dallas Pkwy Ste 120 Dallas, TX 75254
97223xxxx0 a.j*********@e**********.com 205 225
Liberty Financial Group 12377 Merit Dr, Dallas, TX 75251
97245xxxx1 jon**********@r******************.net
Financial Planning 5430 Lyndon B Johnson Fwy, Dallas, TX 75240 97240xxxx0 abi****@f*****************.com 20183 23000
Abmeyer Wealth Management 5001 Spring Valley Rd Ste 810, Dallas, TX 75244
21454xxxx0 ali***@a************.com 165 164
Bank of Texas 201 W 12th, Dallas, TX 75208
21457xxxx8 and*********@b**********.com 4.2 76 6275 6400
Alan Henry - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx6 rbc*********@r**.com
Wells Fargo Advisors 6301 Gaston Ave, Dallas, TX 75214 21482xxxx4
Merrill Lynch Financial Advisor Daniel W McVeigh 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx1 ann********@m*.com
Happy State Bank 16633 N Dallas Pkwy Ste 350 Addison, TX 75001
97293xxxx5 aal*****@h********.com 5 1
Beacon Financial Advisors 13155 Noel Road Ste 900 Three Galleria Tower Dallas, TX 75240
21434xxxx2 aar************@r***********.com 17482 18000
Howland Advisory Corp 6116 N Central Expy Ste 518, Dallas, TX 75206
21436xxxx0 dho*****@h**************.com
Edward Jones - Financial Advisor: Mason E Tenery 8235 Douglas Ave Ste 390 Dallas, TX 75225
46924xxxx7 a.j*********@e**********.com 262 3
Heather A Smith - Financial Advisor, Ameriprise Financial Services 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97223xxxx7 che***********@a***.com 191 14 214
Indyfin 1722 Routh St Suite 900, Dallas, TX 75201
83346xxxx6 asi***@i******.com 5 3 130
Edward Jones - Financial Advisor: Kelli D Poremba, CFP®|AAMS™ 3100 Monticello Ave Ste 860, Dallas, TX 75205
97250xxxx7 acc**********@e**********.com 5 3 87025 99000
GA Bishop & Associates, LLC 1101 S Broadway St #200, Carrollton, TX 75006
97239xxxx6 gab*****@g********************.com 5 4
P Is Financial 5720 Lyndon B Johnson Fwy, Dallas, TX 75240 97298xxxx2
Lusan Legacy Consultants 3333 Lee Pkwy Ste 600 Dallas, TX 75219
88823xxxx2
Robert Cordiak - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx8 bro************@r**.com 49
Messick Peacock & Associates - Northwestern Mutual 2 Lincoln Centre # 1300, 5420 Lyndon B Johnson Fwy, Dallas, TX 75240
97266xxxx2 adm*******@c*****.com 106 107
PSI Funds 325 N Saint Paul St, Dallas, TX 75201 21476xxxx0
Williams Financial Group 12221 Merit Dr Ste 300, Dallas, TX 75251 21498xxxx4 a.-***********@n*****************.com 106398 16222
Reiman Financial 12700 Park Central Dr Ste 1050, Dallas, TX 75251
21486xxxx7 mic**********@r**************.com
Dfs 9330 Lyndon B Johnson Fwy Dallas, TX 75243
97223xxxx0 dxx**********@d******.com
Ameriprise Financial 7920 Belt Line Rd, Dallas, TX 75254
97238xxxx2 ame******************@a***.com 132678 134000
Independent Financial 16000 Dallas Pkwy Ste 125, Dallas, TX 75248
97273xxxx0 adm**@i*********.com 3289 518 3400
Freeman Wealth Management 3333 Lee Pkwy Ste 600, Dallas, TX 75219 21466xxxx6 pat****@f************.com
Lgt Financial Advisors 2626 Howell St Ste 700 Dallas, TX 75204
21446xxxx0 ale**@l*****.com 333 140 375
Harper, Carol, AGT 7557 Rambler Rd, Dallas, TX 75231
97243xxxx1 ame******************@a***.com 132668 134000
Edward Jones - Financial Advisor: Anson V Sobers 8401 N Central Expy Ste 340 Dallas, TX 75225
21475xxxx0 a.j*********@e**********.com 87341 99000
Acceleration Retirement 800 Jackson St Ste 200, Dallas, TX 75202
21488xxxx5 chr****************@a*********************.com
Tory Sherman - President, Ameriprise Financial Services 1717 Main St, Dallas, TX 75201
21446xxxx2 dns*****@a***.com
Edward Jones - Financial Advisor: Starla R Howell 2850 Shoreline Trl Ste 301 Rockwall, TX 75032
97277xxxx7 a.j*********@e**********.com 5 2 5 1
Dusty Nichols - Financial Advisor, Ameriprise Financial Services, LLC 4144 N Central Expy #538, Dallas, TX 75204
21442xxxx1 dns*****@a***.com
Kaplinsky Insurance Services Dallas, TX 75234
21467xxxx8 ale*@k*****************.com 100
Horst Financial Services 3719 W Pioneer Dr Ste 1714 Irving, TX 76180
97248xxxx2 doe**@f*****************.com 4786 20 5600
Frost Bank 6321 Hillcrest Ave, Dallas, TX 75205 21451xxxx0 a.-*************@f********.com 5 3 155024 8
Mission Wealth 325 N St. Paul St Suite 3100 Dallas, TX 75201
21443xxxx4 ach****@m************.com
First Group America Inc 802 Commerce St, Dallas, TX 75202 21476xxxx9 aar*********@f*********.com
Chessman Wealth Strategies 7557 Rambler Rd #1010, Dallas, TX 75231
21457xxxx0 luk*@c*************.com 5 33 11 76
Frost Bank ATM 308 S Akard St, Dallas, TX 75202 80051xxxx8
Bank of Texas 7600 W Northwest Hwy, Dallas, TX 75225
21470xxxx5 and*********@b**********.com 4.2 34 6275 6400
Edward Jones 8080 N Central Expy, Dallas, TX 75206
21432xxxx4 a.j*********@e**********.com 217 220
Smith Financial 12221 Merit Dr, Dallas, TX 75251 97277xxxx4
Edward Jones 5000 Quorum Dr, Dallas, TX 75254
46937xxxx7 a.j*********@e**********.com
Edward Jones - Financial Advisor: Matt Dawson 8750 N Central Expy Ste 940, Dallas, TX 75231 21437xxxx9
Moore CPA 6565 N Macarthur Blvd Ste 225 Irving, TX 75039
46947xxxx8 inf*@m***********.com
David Droppo Atlas Wealth Advisors Dallas, TX 75204 adv***@a******.com 5 12 1 1 5 9 189 34
Championship Financial Advisors 5950 Berkshire Ln Ste 375, Dallas, TX 75225
21436xxxx5 chr**@c********************.com
Neuberger Berman 325 N Saint Paul St, Dallas, TX 75201
21485xxxx9 abc@n*.com
Edward Jones 8401 N Central Expy, Dallas, TX 75225
21475xxxx0 a.j*********@e**********.com 88227 101000
JTL Wealth Partners 8117 Preston Rd Ste 300 Dallas, TX 75225
46992xxxx0 inf*@j****.com
EPIC Insurance Brokers and Consultants 14881 Quorum Dr Ste 850 Dallas, TX 75254
46921xxxx8 aar************@e**********.com
Edward Jones - Financial Advisor: Jason K Haddix 8350 N Central Expy Ste 110 Dallas, TX 75206
21426xxxx3 a.j*********@e**********.com 84926
Luminate - Ameriprise Financial Services, LLC 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1104 4
Wells Fargo Advisors 6535 Skillman St, Dallas, TX 75231 97241xxxx3
Harris & Wildberger-Ameriprise Financial Services Inc 7557 Rambler Rd, Dallas, TX 75231
97223xxxx4 ame******************@a***.com 132830
Edward Jones - Financial Advisor: Jon-Erik Schoellhorn 6464 E Nw Hwy Ste 349 Dallas, TX 75214
21436xxxx5 a.j*********@e**********.com 88533 101000
PurePoint Financial 8201 Preston Rd, Dallas, TX 75225
46935xxxx0 ali@p********.com 345284 5754 347000
Wells Fargo Advisors 11730 Preston Rd, Dallas, TX 75230 21436xxxx7
Vogel Financial Advisors 12400 Coit Rd Ste 1000, Dallas, TX 75251
21434xxxx0 mik*******@m*********.com
Edward Jones - Financial Advisor: Nico Lattanzio 6333 E Mockingbird Ln Ste 233 Dallas, TX 75214
21482xxxx0 a.j*********@e**********.com 85011
Wells Fargo Advisors 315 S Hampton Rd, Dallas, TX 75208 21433xxxx2
Merrill Lynch Financial Advisor Brian Teal 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx0 aan********@m*.com
Suzanne Boyd Chapman - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx3 rbc*********@r**.com 13985 15000
Jennifer Martinez - Raymond James 5956 Sherry Ln Ste 1900, Dallas, TX 75225
21436xxxx0 aar************@r***********.com 17482 18000
Ameriprise Financial 8604 Greenville Ave Ste 101a, Dallas, TX 75243 21442xxxx4
Edward Jones Investments 5430 Lyndon B Johnson Fwy, Dallas, TX 75240
21436xxxx1 a.j*********@e**********.com 87395 100000
Kyle Clift - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx1 rbc*********@r**.com 5 4 12495 12376
Championship Financial Advisors 5950 Berkshire Ln Ste 210 Dallas, TX 75225 81774xxxx0
Ditmars & Associates CPA’s 602 E Center St Duncanville, TX 75116
74038xxxx6 you*@e****.com
Edward Jones - Financial Advisor: Riley Goethals 8235 Douglas Ave Ste 390, Dallas, TX 75225 21436xxxx5
Fetterman Investments, Inc. 12700 Hillcrest Rd Suite 276, Dallas, TX 75230
97223xxxx0 inf*@r****.com 3 2 132 136
Winship Financial 7616 Lyndon B Johnson Fwy, Dallas, TX 75251 21424xxxx2
Leap Chris 8604 Greenville Ave, Dallas, TX 75243
46977xxxx8 cin*******@l*********.com
Ameriprise Financial 8604 Greenville Ave, Dallas, TX 75243 21442xxxx4
Planning Strategies 12790 Merit Dr Ste 150, Dallas, TX 75251
97293xxxx9 asc******@p*****************.net
Continental Commerical Investment Group 12222 Merit Dr, Dallas, TX 75251 21485xxxx7
Frost Bank 7859 Walnut Hill Ln Ste 100, Dallas, TX 75230 21451xxxx0 a.-*************@f********.com 4 4 155023 19 2
Kleiber & Associates 1188 W Pioneer Pkwy, Arlington, TX 76013
81727xxxx3 inf*@k*********.com 4.5 8 5 4 76 84
Edward Jones - Financial Advisor: Jake Turner 10233 E Nw Hwy Ste 428 Dallas, TX 75238
21434xxxx8 acc**********@e**********.com
Azur Commercial Capital 8150 N Central Expy, Dallas, TX 75206 21488xxxx1
May Financial Corp 8333 Douglas Ave Ste 400, Dallas, TX 75225 21498xxxx0
Wells Fargo Advisors 18190 Dallas Pkwy, Dallas, TX 75287 97258xxxx4
Cynthia Salles - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx1 rbc*********@r**.com 14777 16000
Stifel | WK Group 2850 N Harwood St 18th Fl, Dallas, TX 75201
21470xxxx0 fre******@w*****************.com 4781 5200
SMD Consulting & Accounting 5550 Granite Pkwy Ste 170 Plano, TX 75024
46925xxxx7 abe******@s************.com 4.8 30 3.9 11 564 1220 575
Audree Begay - Private Wealth Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 aud***********@a***.com 1104 1100
Edward Jones - Financial Advisor: Michael A Goethals 5934 Royal Ln, Dallas, TX 75230
21436xxxx5 a.j*********@e**********.com 87395 100000
View Capital Advisors, LLC 2727 N Harwood St #225, Dallas, TX 75201
21485xxxx0 aca*********@v*******.com 3.7 3
Sammons Wealth Management 12720 Hillcrest Rd Suite 600, Dallas, TX 75230
97244xxxx4 inf*@s************.com
InTouch Credit Union 6172 Sherry Ln, Dallas, TX 75225
80033xxxx8 abe*********@i***.org 4.1 107 2562 12
Quest Capital Management, Inc. 8117 Preston Rd Ste 700, Dallas, TX 75225
21469xxxx0 amo***@q***********.com 2837 28 2900
Merrill Lynch Financial Advisor Randy R Carlson 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx2 ale*********@m*.com
Dale R Scofield - Financial Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1104 1100
Merrill Lynch Wealth Management 2705 Milton Ave, Dallas, TX 75205
21475xxxx8 aas***********@m*.com
Merrill Lynch Financial Advisor Fred(Tripp) R Chandler 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx9 ban********************@m*.com
Commerce Street Capital 1445 Ross Ave Ste 2700, Dallas, TX 75202
21454xxxx0 bha******@c*********.com 5 6
Bill Swisher - Financial Advisor, Ameriprise Financial Services, LLC 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97223xxxx0 bil*********@a***.com
American Express 8333 Douglas Ave, Dallas, TX 75225
21475xxxx4 aar**@a**************.com 915132 79
Unyahe Unique Financial Services Dallas, TX 75238
46966xxxx4
Staib Wealth Management 17304 Preston Rd Ste 800, Dallas, TX 75252 97260xxxx4
Edward Jones - Financial Advisor: Skyler A Marchand 1919 S Shiloh Rd Ste 102 Garland, TX 75042
46954xxxx6 a.j*********@e**********.com 5 1
Whiz Consulting 539 W Commerce St Ste 1596 Dallas, TX 75208
21432xxxx0 inf*@w*************.net 430 428
Edward Jones - Financial Advisor: Brian Sheide 10220 Midway Rd Dallas, TX 75229
21435xxxx5 a.j*********@e**********.com
Guardian Private Wealth Management 6510 Abrams Rd Ste 540 Dallas, TX 75231
21489xxxx9 dns*****@a***.com
Wells Fargo Advisors 3535 Forest Ln, Dallas, TX 75234 97224xxxx3
Edward Jones - Financial Advisor: Al Hernandez 669 Airport Fwy Ste 311 Hurst, TX 76053
81728xxxx7 acc**********@e**********.com
Brighton Jones 8150 N Central Expy Suite 875, Dallas, TX 75206
46972xxxx6 acc*******@b************.com 615 699
Ackerman Capital Management 5956 Sherry Ln Ste 1600, Dallas, TX 75225
21436xxxx3 ann*@a**************.com
Vogel Financial Advisors 10440 N Central Expy, Dallas, TX 75231
21434xxxx0 mbr*****@v********.com
Beacon Financial Group 17300 Preston Rd Ste 260, Dallas, TX 75252
97266xxxx1 gle******@f*******************.com 2549 2 2500
Strategic Wealth Designers 3711 S MoPac Expy Ste 175 Austin, TX 78746
73724xxxx3 aar**@s*******.com 4740 16 4900
Divorce and Your Money 3839 McKinney Ave Ste 155-2063 Dallas, TX 75204
21444xxxx5 sha**@d******************.com
Vogel Financial Advisors 2221 Lakeside Blvd Ste 1110 Richardson, TX 75082
21434xxxx0 mbr*****@v********.com
Grant S Clay - Financial Advisor, Ameriprise Financial Services 5956 Sherry Ln, Dallas, TX 75225
21473xxxx9 dns*****@a***.com
Manny Gonzalez 2601 Network Blvd Ste 101 Frisco, TX 75034 46926xxxx9
Snider Advisors 100 Decker Ct Ste 120 Irving, TX 75062
21422xxxx5 aba**@s*************.com
Starmont Wealth Management 5949 Sherry Ln Ste 1225, Dallas, TX 75225
21438xxxx1 bre***@d*********************.com
Perennial Financial Solutions Dallas, TX 75201
21480xxxx7 ada*@a*********************.com
Bank of Texas 6201 Hillcrest Ave, Dallas, TX 75205
21452xxxx3 and*********@b**********.com 4.2 19 6275 6400
Frost Bank 11701 Plano Rd, Dallas, TX 75243
21451xxxx0 a.-*************@f********.com 3.6 28 5 29 6
Edward Jones - Financial Advisor: Mason E Tenery 8214 Westchester Dr, Dallas, TX 75225
21436xxxx8 a.j*********@e**********.com 87937 100000
Level Four Advisory Services LLC 12400 Coit Rd Suite 700, Dallas, TX 75243
86683xxxx0 bpi****@l****************.com 3.7 3 250 261
Independent Financial 2101 Cedar Springs Rd Ste 1000, Dallas, TX 75201
21472xxxx0 adm**@i*********.com 5 2 3289 518 3400
SDO CPA 214 S Main St Ste 101C Duncanville, TX 75116
97229xxxx1 con****@s*****.com 5 1 2 3
Leap Wealth Management 8604 Greenville Ave Ste A101, Dallas, TX 75243
21442xxxx1 cin*******@l*********.com 613 605
The Gardner Group 5956 Sherry Ln, Dallas, TX 75225
21470xxxx9 gre*********@g*********.com
Financial Security Services Inc 12700 Park Central Dr, Dallas, TX 75251 97241xxxx3
Edward Jones - Financial Advisor: Bertrand J Pinard 550 Reserve St Ste 400 Southlake, TX 76092
68227xxxx6 acc**********@e**********.com 5 1
Strategic Wealth Planning 14900 Landmark Blvd Ste 460 Dallas, TX 75254
21472xxxx0 asa**@a**********.com 5 1 24 24
First Financial Equity Corporation 5005 Lyndon B Johnson Fwy Ste 1410, Dallas, TX 75244
21454xxxx0 aas******@f***.com
Michele Powell | Stifel Investments 2850 N Harwood St 18th Fl, Dallas, TX 75201
21493xxxx8 mic***********@s*****.com 4773 5200
Tate Wealth Management 1600 Airport Fwy Ste 103 Bedford, TX 76022
81752xxxx3 inf*@t*********.com 4 1
Texans Credit Union 777 E Campbell Rd Ste 140 Richardson, TX 75081
46963xxxx3 aar**********@m******************.com 4.6 342 1.8 90 4151 2
Ameriprise Financial 5001 Spring Valley Rd 400 Providence Tower E, Dallas, TX 75244 97238xxxx0 dns*****@a***.com
Richard Nierling - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx5
Global Wealth Advisors 100 Crescent Ct 7th floor, Dallas, TX 75201
21461xxxx0 abu@g*********.net
John Wucinski 6220 Campbell Rd Ste 201, Dallas, TX 75248
97240xxxx0 wuc******@c*************.com 4.7 70 131 10 128 5 2
Prospera Financial Services 5429 Lyndon B Johnson Fwy, Suite 750, Dallas, TX 75240
97258xxxx0 abe********@p****************.com 258 291
John Checki Jr, CPA 2435 N Central Express Way Ste 1508 Richardson, TX 75080
97243xxxx9 joh*@c**************.com
Edward Jones - Financial Advisor: Stone Irey 2321 Cross Timbers Rd Ste 421 Flower Mound, TX 75028
97253xxxx7 acc**********@e**********.com 5 1
MetLife 5400 Lyndon B Johnson Fwy Ste 1285, Dallas, TX 75240 97224xxxx3
Morgan Stanley Financial Advisors 8383 Preston Center Plaza Ste 400, Dallas, TX 75225
21436xxxx5 acm***********@m************.com 3 2
Edward Jones - Financial Advisor: Hannah C Braun 6009 Belt Line Rd Ste 150, Dallas, TX 75254
97238xxxx0 a.j*********@e**********.com
Lampados Financial Group, LLC 2626 Cole Ave Suite 300, Dallas, TX 75204
87755xxxx7 chu**@l****************.com 5 9
Paul Hendershot - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx0 and***********@r**.com
Steward Partners 1920 Mckinney Ave Ste 1150, Dallas, TX 75201
46985xxxx0 aar***********@s**************.com 10607 19 10000
Prudent Money 16633 Dallas Pkwy Ste 275 Addison, TX 75001
97238xxxx4 aly***@p***********.com 5 1 5 33 1199 26 1100
The Vilfordi Group - Ameriprise Financial Services 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97223xxxx5 aar***********@a***.com
Brookmont Capital Management 2100 McKinney Ave, Dallas, TX 75201
21493xxxx2 ac@a******.com
UNITY Financial Services 610 N Town E Blvd Mesquite, TX 75150
97232xxxx3 jim****@u**************.com
Chandler & Knowles CPAs 7370 Hawk Rd Flower Mound, TX 75022
81743xxxx0 inf*@e*********.com 4.5 71 3.5 13
Karl Drescher- Financial Services 122 W John Carpenter Fwy Ste 100 Irving, TX 75039
81722xxxx0 kar**********@a***********.com 123 124
APG Wealth Management of Raymond James 3838 Oak Lawn Ave Ste 920, Dallas, TX 75219
21478xxxx8 aar************@r***********.com 17530 18000
Financial Strategies 10747 Villager Rd Ste A Dallas, TX 75230
97233xxxx0 akg***@g****.com 3.5 2
McGowan Group Asset Management 300 Crescent Ct Suite 1776, Dallas, TX 75201
21472xxxx0 ato****@t**************.com 5 5 235 3 250
Moss Luse & Womble 5160 Tennyson Pkwy Ste 2000w Plano, TX 75024
97267xxxx4 ale******@m***********.com 4.8 18 370 7 404
Ameriprise Financial 16135 Preston Rd Ste 100, Dallas, TX 75248
97238xxxx1 ame******************@a***.com 132678 134000
Global Wealth Advisors 4400 State Hwy 121 #200, Lewisville, TX 75056
97293xxxx8 abu@g*********.net 5 5
Frontier Next 8401 N Central Expy, Ste 300, Dallas, TX 75225
97293xxxx0 bke****@f*************.com 1 1 3
Harper & Alexander Wealth Management - Ameriprise Financial Services 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97266xxxx9 car***********@a***.com
Charles Schwab 8401 S Central Expy, Dallas, TX 75241
21470xxxx3 ian***********@s*****.com 3.1 16 646273 189 659000
King’s Credit Repair Dallas, TX 75243
46966xxxx7
Hawthorn 200 Crescent Ct Ste 400, Dallas, TX 75201
88894xxxx2 aar******@p**.com 351831 9128 354000
Executive Financial Advisors - UBS Financial Services Inc. 100 Crescent Ct, Dallas, TX 75201
21498xxxx8 ade*********@u**.com
Southern Wealth Management Llp 5005 LBJ Freeway, Ste.920, Dallas, TX 75244
97266xxxx0 bra************@s*************.com 443 62 566
Financial Center 6312 La Vista Dr, Dallas, TX 75214
21451xxxx0 abc*******@f********.com 4.5 17
LPL Financial, Brad Weddle, CFP 3330 N Galloway Ave Ste 309 Mesquite, TX 75150
97261xxxx5 ang****************@l**.com 4.4 7 5 1
Equitable Advisors, LLC 12377 Merit Dr #1500, Dallas, TX 75251
97238xxxx0 aar**@t***********.com 3.7 18
Edward Jones 4222 Trinity Mills Rd, Dallas, TX 75287
97224xxxx7 a.j*********@e**********.com 87937 100000
Worth Winning Dallas, TX 75220
41042xxxx5 cli***@w************.com 5 7 5 15 782 804
Dusty Nichols - Financial Advisor, Ameriprise Financial Services 4144 N Central Expy Ste 538, Dallas, TX 75204
21442xxxx1 dns*****@a***.com
Stockbridge Wealth Advisors 2911 Turtle Creek Blvd Ste 300 Dallas, TX 75219
97280xxxx8 inf*@s************.com
John Ramzy - Financial Advisor, Ameriprise Financial Services, LLC 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
51269xxxx7 dns*****@a***.com 5 1
Holton Financial 4925 Greenville Ave, Dallas, TX 75206 21480xxxx7
Mauldin Management 3204 Beverly Dr, Dallas, TX 75205 46961xxxx3 abb**@m***************.com
Alex Swisher - Financial Advisor, Ameriprise Financial Services, LLC 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 ale*********@a***.com 1102 4 1100
The Farris Group 7557 Rambler Rd Ste 445, Dallas, TX 75231
21452xxxx1 deb***@t*************.com 15396 16000
Diamond & Bottenfield Private Wealth Management Team 1920 Mckinney Ave Ste 1150, Dallas, TX 75201
46985xxxx5 ali***********@s**************.com
Mark Cannon - Private Wealth Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1102 1100
Lake Point Advisory Group 1 Horizon Ct Ste A Rockwall, TX 75032
21477xxxx3 bri*****@l*********************.com 4 5 2837 28 2900
Edward Jones - Financial Advisor: Chip Ingram 10000 N Central Expy Ste 1490 Dallas, TX 75231
21470xxxx5 a.j*********@e**********.com
Stowe Financial Planning 1316 Village Creek Ste 700 Plano, TX 75093
97273xxxx9 a.s****@s*********************.com
HG Tailored Financial Services 14180 Dallas Pkwy Ste 500, Dallas, TX 75254
97233xxxx8 ang***@h***************.com 6 459 455
Michael Vatter - Financial Advisor, Ameriprise Financial Services 8850 Boedeker Dr, Dallas, TX 75225
21489xxxx8 dns*****@a***.com
Carillon Financials 12221 Merit Dr, Dallas, TX 75251
97243xxxx0 aas*******@c**********.com 58 61
Edward Jones - Financial Advisor: Craig Power 6525 Horizon Rd Ste 120 Rockwall, TX 75032
97277xxxx4 a.j*********@e**********.com 5 2 1 1 87340 99000
Steven Kalmus - Financial Advisor, Ameriprise Financial Services, LLC 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1103 1100
Munn Gray & Associates - Certified Financial Planner 14951 Dallas Pkwy Suite 820, Dallas, TX 75254
97269xxxx9 inf*@m*******.com 5 2
Steven J. Dawson CFP, Dawson & Associates 1504 N Greenville Ave Ste 150 Allen, TX 75002
46979xxxx1 dns*****@a***.com 5 3
Nancy K. Phillips, PC 8604 Greenville Ave Ste 200 Dallas, TX 75243
21436xxxx4 nan**************@d**********.com 5 2 5 2
Merrill Lynch Financial Advisor Scarlet S Landry 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx9 aar**********@s*****.com
Shelley Aguirre - Financial Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1102 1100
Beacon Pointe Advisors 5960 Berkshire Ln Ste 1150 Dallas, TX 75225
21495xxxx0 a.h*****@b***********.com
Fidelity Investments 4001 Northwest Pkwy, Dallas, TX 75225
80035xxxx4 a61****@f*******.com 3.6 40 330646 354000
Creative Planning 15303 Dallas Pkwy Suite 460, Addison, TX 75001
97296xxxx0 a.j******@c***************.com 6346 125 7200
Wells Fargo Advisors 1520 N Cockrell Hill Rd, Dallas, TX 75211 21433xxxx2
Bluffview Wealth Management 2000 Mckinney Ave Ste 2100, Dallas, TX 75201
21486xxxx0 aar******@a****************.com 4314 276 4500
Rg Advisors Inc 3309 Hall Ct, Dallas, TX 75219 97239xxxx8 bob@r*********.info
Jason M Tyra 6301 Preston Rd Ste 700 Plano, TX 75024
97220xxxx8 bil****@t******.com
Dannah Investment Group 1717 Main St #5650, Dallas, TX 75201
21461xxxx5 aly***@d****************.com
Michael DeGroat - Financial Advisor, Ameriprise Financial Services 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97223xxxx3 che***********@a***.com 221 232
Bryan & Edwards 9 Sarah Nash Ct, Dallas, TX 75225
21469xxxx8 bry**********@c***********.com
Perryman Financial Advisory 12221 Merit Dr Ste1660, Dallas, TX 75251
97277xxxx0 aba****@b***********.com 185 25 189
Third Act Wealth Management, LLC South Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206
21476xxxx5 inf*@t*********.com 5 34
Defeaseit 5956 Sherry Ln Ste 850, Dallas, TX 75225 21436xxxx0
Springwood Financial Advisors 5430 Lyndon B Johnson Fwy Ste 1200, Dallas, TX 75240
97238xxxx4 kar**@s*******************.com
Ameriprise Financial 501 Elm St, Dallas, TX 75202
21476xxxx6 ame******************@a***.com 132668 134000
Edward Jones - Financial Advisor: Nick Lalonde 4849 Greenville Ave Ste 1320 Dallas, TX 75206
21436xxxx6 a.j*********@e**********.com
Edward Jones - Financial Advisor: Heidi J Jordan, CFP® 5600 W Lovers Ln Ste 310, Dallas, TX 75209
21435xxxx5 a.j*********@e**********.com 44
Simpkins & Associates 6190 Lyndon B Johnson Fwy Ste 200, Dallas, TX 75240 97296xxxx0 1 1
Edward Jones - Financial Advisor: Armand Robinson 4055 Valley View Ln Ste 340 Dallas, TX 75244
97223xxxx7 acc**********@e**********.com
Midas Financial 1700 Pacific Ave Ste 1200, Dallas, TX 75201 21434xxxx7
Raymond James Financial Services 10440 N Central Expy, Dallas, TX 75231
46920xxxx0 aar************@r***********.com 17530 18000
Edward Jones - Financial Advisor: Luke Trahan 8333 Douglas Ave Ste 1280, Dallas, TX 75225 21436xxxx2
Edward Jones - Financial Advisor: Melanie M Marlin 8401 N Central Expy Ste 340, Dallas, TX 75225
21475xxxx0 a.j*********@e**********.com 88228 101000
Edward Jones - Financial Advisor: Mark S Hawk 6333 E Mockingbird Ln Ste 233 Dallas, TX 75214
21482xxxx0 a.j*********@e**********.com 84926
Wells Fargo Advisors 2611 Cedar Springs Rd, Dallas, TX 75201 21475xxxx0
Charles Schwab 14185 Dallas Pkwy Ste 100, Dallas, TX 75254
97278xxxx0 aar********@s*****.com
Edward Jones - Financial Advisor: John W Young 8750 N Central Expy Suite 940, Dallas, TX 75231
21437xxxx9 a.j*********@e**********.com 4.5 2 88533 101000
Kisin Wealth Management Dallas, TX 75201
62646xxxx3 joh*@k**********.com 5 4 587224 46
Vines, Kane, AGT 5000 Quorum Dr, Dallas, TX 75254
97269xxxx9 ame******************@a***.com 132678 134000
Merrill Lynch Financial Advisor Dodee Frost Crockett 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx7 ale*******@m*.com
Merrill Lynch Financial Advisor Clay Young 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx3 ale*********@m*.com
LaunchPoint Financial Advisors - Ameriprise Financial Services 7557 Rambler Rd Ste 1465 Dallas, TX 75231
97243xxxx1 che***********@a***.com
Stifel | The West Group 2850 N Harwood St 18th Fl, Dallas, TX 75201
21470xxxx0 lau******@s*****.com
Edelman Financial Engines 2 Noel Rd Tower Ste 1075 Dallas, TX 75240
83375xxxx3 aar*******@e**********************.com 3 2 18764 23 20000
Edward Jones - Financial Advisor: Dionne Dailey 12900 Preston Rd Ste 623 Dallas, TX 75230
97278xxxx0 a.j*********@e**********.com 5 365
Raymond James Financial 8117 Preston Rd Ste 700, Dallas, TX 75225
21469xxxx0 aub*********@q***********.com 2837 28 2900
MassMutual Dallas-Fort Worth 14241 Dallas Pkwy Ste 1200 Dallas, TX 75254
97234xxxx0 ama**********@m*********.com 3 2
Ky L Fiser - Private Wealth Advisor, Ameriprise Financial Services 4144 N Central Expy Ste 538, Dallas, TX 75204
21442xxxx0 dns*****@a***.com
Morgan Keegan & Company Inc 5956 Sherry Ln Ste 1900, Dallas, TX 75225 21436xxxx0
Abundance Financial Tax Service Grand Prairie, TX 75052 97246xxxx3 5 1
Exodus Advisors 14860 Montfort Rd Ste 145 Dallas, TX 75254
46937xxxx0 fil***@g******.com 326 33
Summit Alliance Investment Grp 2400 Ross Ave, Dallas, TX 75201 21487xxxx8
Travis Ladner - Financial Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 36 42
Jesus S Romero, CPA PC 12801 N Central Expy Ste 1220 Dallas, TX 75243
21439xxxx0 inf*@r************.com 5 1 428 16 440
Edward Jones - Financial Advisor: Mason G Williams 8080 N Central Expy Ste 1440 Dallas, TX 75206
21432xxxx4 a.j*********@e**********.com 216
Morgan Stanley 13455 Noel Rd, Dallas, TX 75240 97245xxxx0
Martin Financial Group 3030 Lyndon B Johnson Fwy, Dallas, TX 75234
21452xxxx5 dav*******@d***********.com
Merrill Lynch Financial Advisor Patrick D Bowen 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx4 bri************@b***.com
Allstate Personal Financial Representative: Timothy Maurice 4444 W Illinois Ave Ste 140, Dallas, TX 75211
97281xxxx4 a****00@a*******.com
Probity Advisors, Inc. 10000 N Central Expy #1326, Dallas, TX 75231
21489xxxx1 aav***@p**************.com 5 2 264 248
Tolleson Wealth Management 5500 Preston Rd, Dallas, TX 75205
21425xxxx0 aad******@t*************.com
Edward Jones - Financial Advisor: Jonathan B Murry 6301 Gaston Ave Ste 725, Dallas, TX 75214 21482xxxx2
Seeds Financial Planning 1111 W Mockingbird Ln Ste 1345 Dallas, TX 75247
46950xxxx4 inf*@s************************.com 5 26
Kevin Clift - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx3 rbc*********@r**.com 12775
Pathway 3100 Monticello Ave, Dallas, TX 75205 97286xxxx1 bry**********@t**********.com 4.2 12
Wells Fargo Advisors 39703 Lyndon B Johnson Fwy, Dallas, TX 75237 97229xxxx6
Darden Executive Financial Advisors - UBS Financial Services Inc. 100 Crescent Ct, Dallas, TX 75201
21496xxxx1 ade*********@u**.com
The Pension Specialist 13747 Montfort Dr, Dallas, TX 75240
97238xxxx4 abr****@g**************.com 2179 95 2200
Wells Fargo Advisors 13050 Coit Rd, Dallas, TX 75240 97258xxxx8
Morgan Stanley Wealth Management 8201 Preston Rd Ste 700, Dallas, TX 75225 46923xxxx0
Edward Jones - Financial Advisor: Grant S Clay 8350 N Central Expy Ste 110 Dallas, TX 75206
21426xxxx3 a.j*********@e**********.com 1 1 87358 99000
Labor Wealth 1408 N Washington Ave #232, Dallas, TX 75204
46961xxxx0 inf*@l**********.com
Brown & Brown Financial Services Inc 4925 Greenville Ave Ste 990, Dallas, TX 75206
21469xxxx8 cbr***@b****.net
McPherson & Mayberry Personal Wealth Management 8360 Lyndon B Johnson Fwy, Dallas, TX 75243
97235xxxx0 ker**@m****************.com
Gene Wolfgram - State Farm Insurance Agent 8902 Preston Manor Dr, Frisco, TX 75033
97233xxxx1 g*n*@g***********.com 4.9 183 3.8 10 49 3 54
SD CPA 1400 Preston Rd Ste 475 Plano, TX 75093
21460xxxx5 joh*@s********.com 5 71 5 2
Wells Fargo Advisors 6333 E Mockingbird Ln, Dallas, TX 75214 21488xxxx4
AssetBuilder 1255 W 15th St Ste 1000 Plano, TX 75075
97253xxxx0 abm***@a***********.com 3 4
Pangea Tax LLC 8585 N Stemmons Fwy Ste M-414 Dallas, TX 75247
21478xxxx1 con****@s*********.com
Peisner Johnson & Company Llp 3030 Lyndon B Johnson Fwy, Dallas, TX 75234
97224xxxx0 abl***@p*************.com 2 1
Mark Johnston - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx7 joh*******@c*.rbcwealthmanagement
Pls Financial 39490 Lyndon B Johnson Fwy, Dallas, TX 75232
97222xxxx8 aar**@p*****.com 4.9 800 3.1 247 11614 715 11000 5 1
Timber Creek Capital 5100 Belt Line Rd, Dallas, TX 75254
97271xxxx8 adm**@t*****************.com
Wells Fargo Advisors 4232 Lemmon Ave, Dallas, TX 75219 21478xxxx0 1 1
James Winkler - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
97261xxxx1
ActionPlan Financial Allen, TX 75013
46929xxxx4 5 1
Pls Loan Store 2332 W Davis St, Dallas, TX 75208 21494xxxx0 aar**@p*****.com 4.8 1053 3.1 247 11606 735 11000
Swank Capital 8117 Preston Rd Ste 440, Dallas, TX 75225
21469xxxx4 abh****@s***********.com
Merrill Lynch Financial Advisor Tommy McBride 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx4 bro*********@m*.com
Edward Jones - Financial Advisor: Yaphet S Tadesse 3500 Oak Lawn Ave Ste 120 Dallas, TX 75219
21452xxxx3 a.j*********@e**********.com
Edward Jones - Financial Advisor: Alix Foster II 6009 Belt Line Rd Ste 150, Dallas, TX 75254
97238xxxx0 a.j*********@e**********.com 56 7 62
The Tuttle Group 15851 Dallas Pkwy Ste 700 Addison, TX 75254
97284xxxx5 amy@t*************.com 5 153 4.5 28 2
Allbright Financial Advisors Inc 4849 Greenville Ave Ste 1520, Dallas, TX 75206
21469xxxx0 aar************@r***********.com 17524 18000
Wells Fargo Advisors 5809 E Lovers Ln, Dallas, TX 75206 21469xxxx3
Redoak Financial 14911 Quorum Dr Ste 300, Dallas, TX 75254 97236xxxx8
Specialized Public Finance Inc 4925 Greenville Ave, Dallas, TX 75206
21437xxxx1 dan@s******.com
Cecilia Garcia - Private Wealth Advisor, Ameriprise Financial Services, LLC 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1102 3 1100
Norten Mike 131111 N Central Expy Ste 310, Dallas, TX 75206 21434xxxx8
Edward Jones - Financial Advisor: John D Garcia 8222 Douglas Ave Ste 675 Dallas, TX 75225
21436xxxx8 a.j*********@e**********.com 88532 101000
Edward Jones - Financial Advisor: Matt Northcutt 7557 Rambler Rd, Ste 870 Dallas, TX 75231
21489xxxx5 a.j*********@e**********.com 88536 101000
Heather A Smith - Financial Advisor, Ameriprise Financial Services, LLC 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97223xxxx7 and********@a***.com
Nextvest, LLC 501 Elm St Ste 450, Dallas, TX 75202
71345xxxx8 5 2
SummitWealth Partners 12377 Merit Dr #1500, Dallas, TX 75251
97245xxxx0 all**@s*******************.com
Red River Wealth Strategies 13455 Noel Rd, Dallas, TX 75240 97224xxxx0
Charles Schwab 5100 Belt Line Rd, Dallas, TX 75254
97278xxxx0 aar********@s*****.com 264659 140
Joan Nye - Financial Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1104 1100
Edward Jones - Financial Advisor: Don Brock 270 N Denton Tap Rd Ste 200 Coppell, TX 75019
97239xxxx0 a.j*********@e**********.com 5 3 5 1
Merrill Lynch Financial Advisor Roxane L Rose 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx4 bri************@b***.com
E D I Financial 12221 Merit Dr Ste 1020, Dallas, TX 75251 21452xxxx0
Edward Jones - Financial Advisor: Joshua McKelroy 5600 W Lovers Ln Ste 303 Dallas, TX 75209
21435xxxx5 a.j*********@e**********.com
Virden Chapman & Virden 1205 S Bowen Rd, Arlington, TX 76013
81726xxxx1 cpa*@v**********.com 5 2 3.7 3
Kevin Lee Company 2828 Forest Ln Ste 2300 Dallas, TX 75234
97224xxxx8 gab****@k*********.com 1 1
Doug Blankenship - Financial Advisor, Ameriprise Financial Services 5000 Quorum Dr Ste 375, Dallas, TX 75254
97269xxxx9 dns*****@a***.com
Rosson Investments 6060 N Central Expy Ste 526, Dallas, TX 75206
21489xxxx7 ale*******@r***************.com
Hearthstone Financial, Inc. 16610 Dallas Pkwy Ste 1700, Dallas, TX 75248
46991xxxx7 dqu***@h*******************.com
Edward Jones - Financial Advisor: Michael R Kamel 819 W Arapaho Rd Ste 51 Richardson, TX 75080
97278xxxx5 a.j*********@e**********.com
Ameriprise Financial 5151 Belt Line Rd Ste 101, Dallas, TX 75254
97238xxxx3 ame******************@a***.com 132678 134000
Freeze, Sulkov & Associates 8350 N Central Expwy Ste 206 Dallas, TX 75206
21476xxxx7 ana***************@f***********.com 4
Edward Jones - Financial Advisor: Riley Goethals, CFP® 8144 Walnut Hill Ln Ste 297, Dallas, TX 75231
21436xxxx5 a.j*********@e**********.com 88227 101000
Edward Jones - Financial Advisor: Travis Sewell 8117 Preston Rd Ste 683 Dallas, TX 75225
21434xxxx2 a.j*********@e**********.com
Lee Financial 8350 N Central Expy #1800, Dallas, TX 75206
97296xxxx1 aan*****@l*****.com 5 1
Winkler Johnson Group 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx0
Edward Jones - Financial Advisor: Katie Cummings 5430 Lyndon B Johnson Fwy Ste 1455 Dallas, TX 75240
21436xxxx1 a.j*********@e**********.com
Edward Jones - Financial Advisor: Jay Wilson, CEPA® 8080 Park Ln Ste 745, Dallas, TX 75231
21436xxxx6 a.j*********@e**********.com 142
Lindsey Caminiti - Private Wealth Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1104 1100
Edward Jones - Financial Advisor: Mason G Williams, CFP®|CEPA®|WMCP®|CRPC™ 8080 N Central Expy Suite 1440, Dallas, TX 75206
21432xxxx4 a.j*********@e**********.com 5 1 217 220
SunTx Capital Partners, LP 5420 Lyndon B Johnson Fwy, Dallas, TX 75240
97266xxxx0 ang************@s*******************.com
Bank of Texas 8277 Walnut Hill Lane, Dallas, TX 75231
21437xxxx7 and*********@b**********.com 6275 6400
Edward Jones - Financial Advisor: John D Garcia 8214 Westchester Dallas, TX 75225
21436xxxx8 a.j*********@e**********.com 9 87358 99000
Orrock Richard D CPA 6116 N Central Expy Dallas, TX 75206 21437xxxx3 5 4 5 1
Strategic Wealth Planning 14900 Landmark Blvd Ste 650, Dallas, TX 75254
21472xxxx0 asa**@a**********.com 24 24
Edward Jones - Financial Advisor: Kelli D Poremba 5925 Forest Ln, Ste 101 Dallas, TX 75230
97250xxxx7 a.j*********@e**********.com
Milestone Group & Associates 2301 Cedar Springs Rd Ste 410 Dallas, TX 75201
21439xxxx0
Morgan Keegan & Co 7777 Glen America Dr, Dallas, TX 75225 21436xxxx5
Micro Mobile 14901 Quorum Dr Ste 900, Dallas, TX 75254 21442xxxx7
Cypress Point Wealth Management 3838 Oak Lawn Ave # 1150, Dallas, TX 75219
21473xxxx7 bxx******@c*****************.com 5 2
Williams Insurance Notary & Tax Services Fort Worth, TX 76123
46958xxxx4 chr**@w******************.com 84
Summit Rockwall Wealth Managers 1101 Ridge Rd Rockwall, TX 75087
97263xxxx3 5 1
Linda Horton - State Farm Insurance Agent 8350 N Central Expy Ste 1900 Dallas, TX 75206
21436xxxx3 lin**@l**********.net 4.9 127 4.6 10 439 15 455
Morgan Stanley 5001 Spring Valley Rd Ste 900W Dallas, TX 75244
97277xxxx0 acc**********@m************.com 4.5 2
William S Cherry and No Company 9936 Windlake Cir Dallas, TX 75238
21450xxxx3
Michelle Calabro - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx2 mic*************@r**.com
Moveworks 4945 Sharp St, Dallas, TX 75247 97248xxxx0 bra***@m*********.com 4 5
Gunn Allen Financial 3838 Oak Lawn Ave, Dallas, TX 75219
21452xxxx7 b.d*****@b******************.com
S Justin Piepgrass, CPA, PLLC 1400 W Mayfield Rd Ste 300 Arlington, TX 76015
81746xxxx0 iri*@p***********.com 5 22 4 4
Corda Investment Management 15660 Dallas Pkwy, #1425, Dallas, TX 75248
46945xxxx8 aar**@c**************.com 3.7 3
The Wingard Group 7324 Gaston Ave #124312, Dallas, TX 75214
97297xxxx8 ser****@w***************.com
Edward Jones - Financial Advisor: Craig W Mills 17304 Preston Rd Ste 1260, Dallas, TX 75252
97273xxxx7 a.j*********@e**********.com 5 4 87975 100000
EP Wealth Advisors 3500 Maple Ave #1160, Dallas, TX 75219
46921xxxx5 ab@e*******.com 5 1 1126 33
Lauren Johnson - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
97261xxxx2
EP Wealth Advisors 3500 Maple Ave, Dallas, TX 75219
46921xxxx5 ab@e*******.com
Hull Financial Planning 2828 Lemmon Ave E Ste 1154 Dallas, TX 75204
81747xxxx4
Wilmington Trust 15950 Dallas Pkwy, Dallas, TX 75248
97238xxxx1 aam****@w**************.com 1 1
Merrill Lynch Wealth Management 300 Crescent Ct, Dallas, TX 75201
21430xxxx0 ale*********@m*.com
Edward Jones - Financial Advisor: Trey Wright III 5430 Lyndon B Johnson Fwy Ste 1455 Dallas, TX 75240
21436xxxx1 a.j*********@e**********.com
Clear Rock Advisors, LLC 4809 Cole Ave Suite 345, Dallas, TX 75205
21492xxxx6 aar**@c****************.com
Navigation Financial Group 15770 Dallas Pkwy Ste 650, Dallas, TX 75248
21421xxxx5 hfr******@n******************.com 118 215
Shea Wealth Care Retirement Planning 6407 Villa Rd, Dallas, TX 75252
97259xxxx0 jac*@s*************.com
Maplewood Investment Advisors 8750 N Central Expy Ste 715, Dallas, TX 75231 21473xxxx7 asp*****@m*******************.com
CSI - CHEQ Services International, Inc 9400 N Central Expy Ste 1210, Dallas, TX 75231 21473xxxx2 gur***@c***.net
Thackeray Partners 5207 Mckinney Ave, Dallas, TX 75205
21436xxxx0 ag@t****************.com
The Cordiak Group 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx8 rbc*********@r**.com 47 49
Chessman Wealth Strategies 7557 Rambler Rd Ste 630, Dallas, TX 75231
21457xxxx0 jan*@c*************.com 5 33 69 11 76
Bessemer Trust Private Wealth Management Dallas TX 300 Crescent Ct Suite 800, Dallas, TX 75201
21498xxxx0 d*k*@b*******.com 4 1
Longhorn Wealth Management Group 5151 Belt Line Rd, Dallas, TX 75254 97270xxxx0 cwy***@n******************.com 40 48
Lisa Bordelon - Raymond James 5956 Sherry Ln Ste 1900, Dallas, TX 75225
21436xxxx0 aar************@r***********.com 17502 18000
Ameriprise Financial 14800 Landmark Blvd Ste 888, Dallas, TX 75254
97269xxxx9 ame******************@a***.com 132658 134000
Financial Services Mania Irving, TX 75063
97265xxxx9 inf*@p***********.com
Stern Agee 1201 Elm St, Dallas, TX 75270
21457xxxx0 a.m****@s*********.com
Graham Glosser - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx5
Hallway Ventures Dallas, TX 75201
46995xxxx4 5 25
Money Management International 2911 Turtle Creek Blvd Ste 300, Dallas, TX 75219
97242xxxx0 bea***************@m**************.org 26924 2
Annandale Capital 325 N Saint Paul St Ste 3500, Dallas, TX 75201
21452xxxx0 cma***@a***********.com
Bronwyn Cordiak - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
21442xxxx4 rbc*********@r**.com 47 49
Ameriprise Financial 5910 N Central Expy Ste 1040, Dallas, TX 75206
21427xxxx9 ame******************@a***.com 132678 134000
Wells Fargo Advisors 13355 One Galleria Tower Fl 1500, Dallas, TX 75240
88885xxxx3 a-w***************@w*****************.com 187897 188000
Allbright Financial Advisors 4849 Greenville Ave Ste 1520 Dallas, TX 75206 21469xxxx0
Lake Point Advisory Group 2201 Dottie Lynn Ste 123 Fort Worth, TX 76120
21477xxxx3 bri*****@l*********************.com 5 1 2853 28 2900
LaunchPoint Wealth Advisors - Ameriprise Financial Services 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97243xxxx1 che***********@a***.com 191 14 214
PLS Financial 8122 Lake June Rd, Dallas, TX 75217 21439xxxx4 aar**@p*****.com 4.9 2464
Independent Financial 6044 Sherry Ln, Dallas, TX 75225
97258xxxx0 adm**@i*********.com 3297 537 3400
Budget Bound Consultants Argyle, TX 76226
94059xxxx4 bud*******************@g****.com 5 4
U.S. Trust 901 Main St Fl 19, Dallas, TX 75202
21420xxxx1 ali********@u******.com
Spectrum Advisors 15301 Spectrum Dr Ste 115 Addison, TX 75001
97293xxxx0 bmi*******@s***************.net
Aubrey L Nestman - Financial Advisor, Ameriprise Financial Services 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97223xxxx9 aub*************@a***.com 264 266
Seeds Financial Planning LLC 1111 W Mockingbird Ln #1345, Dallas, TX 75247
21491xxxx5 5 26
Reeves Accounting Services Dallas, TX 75219
81769xxxx2 hel**@r**********.com 4 4 4
Williamson Financial 3400 North Central Expy Ste 110-212 Richardson, TX 75080
97243xxxx5
Alex Nierling - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx7
Jones Cannon-Assoc-Ameriprise 5910 N Central Expy, Dallas, TX 75206
21427xxxx9 ame******************@a***.com 132830
Robin Brezik Wealth Management 901 Main St Dallas, TX 75202
81788xxxx2 web*****@w**************.domains 5 1
Alex Swisher - Financial Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 ale*********@a***.com 1102 3 1100
Edward Jones 17330 Preston Rd, Dallas, TX 75252
97223xxxx2 a.j*********@e**********.com 37 48
Vaughn Asset Advisory 1910 Pacific Ave, Dallas, TX 75201
97267xxxx1
Gibson Wealth Management 5005 Lbj Fwy Ste 1410 Dallas, TX 75244
21454xxxx1 bra****@g*********************.com 176 180
Opes One Advisors- Pankaj Udeshi 15303 N Dallas Pkwy Ste 550 Addison, TX 75001
21429xxxx9 5 2
Ricky Fairchild - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx5 rbc*********@r**.com 14640 16000
Mills Wealth Advisors 1207 S White Chapel Blvd Ste 150 Southlake, TX 76092
81741xxxx0 ben***@m******************.com
Achieve Financial Group 6060 N Central Expy Ste 500 Dallas, TX 75206
80027xxxx4 ach****@a********************.com 510
Alex. Brown – Raymond James 200 Crescent Ct #500, Dallas, TX 75201
97256xxxx0 1 3
W T Financial Advisors Lakeside Sq, Dallas, TX 75251
97296xxxx0
Mission Wealth 5956 Sherry Ln Fl 20 Dallas, TX 75225
46990xxxx8 ach****@m************.com
Wells Fargo Advisors 14999 Preston Rd, Dallas, TX 75254 97299xxxx5
PDL Financial Services 9330 Lyndon B Johnson Fwy #900, Dallas, TX 75243
21445xxxx3 adm**@p*******************.com 5 6 225 242
Cotton Wealth Management Associates 15301 Spectrum Dr Ste 390 Addison, TX 75001
21442xxxx0 dan**************@c********.com
Georgetown Mortgage - Dallas 8750 N Central Expwy Ste 640 Dallas, TX 75231
21429xxxx4 5 1
Carter Tax & Financial Solutions 2704 Shadow Dr W Arlington, TX 76006
21470xxxx1 bri**@c****.biz 5 1
Lane Gorman Trubitt 2626 Howell St Ste 700 Dallas, TX 75204
21487xxxx0 ach*****@l******.com 1 1 332 140 374
Kelly L McDermott - Financial Advisor, Ameriprise Financial Services 6510 Abrams Rd Ste 355, Dallas, TX 75231
21489xxxx9 dns*****@a***.com
Capital Alliance Corporation 2777 N Stemmons Fwy Ste 1220, Dallas, TX 75207
21463xxxx0 aid*******@c*******.com
Johnathan C Metcalf - Financial Advisor, Ameriprise Financial Services 6510 Abrams Rd Ste 355, Dallas, TX 75231
21489xxxx9 dns*****@a***.com
Tom Eades - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx1 joh*******@c*.rbcwealthmanagement 12775
Financial Planning Associates 5720 Lyndon B Johnson Fwy Ste 440 Dallas, TX 75240
97223xxxx7 aco*@r************.com
Edward Jones - Financial Advisor: Jason W Habern 801 E Campbell Rd Richardson, TX 75081
97247xxxx9 a.j*********@e**********.com 5 1 87358 99000
Fontana Financial Planning 12240 Inwood Rd Suite 450, Dallas, TX 75244
21440xxxx1 tea*@f***************.com 251 265
Aic Ventures 8080 N Central Expy Ste 1220, Dallas, TX 75206 21436xxxx0
The 86 Group 14241 Dallas Pkwy, Dallas, TX 75254 21477xxxx4
Etter Financial Services Inc 5740 Prospect Ave, Dallas, TX 75206 21482xxxx0
The Manning Group, Inc. 7309 Campbell Rd Ste 200, Dallas, TX 75248
97245xxxx0 bru**@m************.com 4.9 117 45
Shawn Dorrough - Financial Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com
ARC: Advisor Resource Council | Registered Investment Advisor 15110 Dallas Pkwy #500, Dallas, TX 75248
97242xxxx0 inf*@t*********.com 5 1 603 604
Keener Financial Planning 2626 Cole Ave 3rd Floor, Dallas, TX 75201
81799xxxx1 aut***@k**************.com 5 1 335
DD Consulting 2215 Cedar Springs Rd Apt 1709, Dallas, TX 75201 97255xxxx0
Taxation Solutions 4514 Cole Ave Ste 600 Dallas, TX 75205
21450xxxx5 ct@t****************.net
Dallas, TX Branch Office - UBS Financial Services Inc. 100 Crescent Ct Suite 600, Dallas, TX 75201
21422xxxx0 alb************@u**.com 5 1
Raymond James Financial Services 2001 Ross Ave Ste 4500, Dallas, TX 75201
21472xxxx1 aar************@r***********.com 17482 18000
J S Z Financial Company Inc 5421 Alpha Rd Ste 101, Dallas, TX 75240
97240xxxx0 bet********@r*************.com 932929 188
Fetterman Investments 12720 Hillcrest Rd, Dallas, TX 75230
97223xxxx0 inf*@r****.com 3 2 132 136
Carlson Capital LP 2100 Mckinney Ave Ste 1600, Dallas, TX 75201
21493xxxx0 aal****@c*************.com
Merrill Lynch Financial Advisor Ryan A Bell 300 Crescent Ct Suite 1300, Dallas, TX 75201
21430xxxx1 bla************@m*.com
Webb Financial 5949 Sherry Ln, Dallas, TX 75225
21437xxxx0 dmi*****@c*******************.com
Edward Jones - Financial Advisor: Mario Lopez 8080 Park Ln Ste 745 Dallas, TX 75231
21436xxxx6 a.j*********@e**********.com 87358 99000
Edward Jones - Financial Advisor: Nick Keyser 8333 Douglas Ave Ste 1280 Dallas, TX 75225
21436xxxx2 a.j*********@e**********.com
Thumann Agency 12770 Coit Rd Ste 110 Dallas, TX 75251
97299xxxx0 com*******@t************.com 4.6 81 5 8 904 21 821
Joe Dowdall, CFP , RICP , CRPC , CCFC , MBA 16660 Dallas Pkwy Suite 1000A, Dallas, TX 75248
46942xxxx9 inf*@w*************.com 5 14
Edward Jones - Financial Advisor: Michael A Goethals 5934 Royal Ln Ste 218 Dallas, TX 75230
21436xxxx5 a.j*********@e**********.com
Dallas Financial Advisors 7616 Lyndon B Johnson Fwy #724, Dallas, TX 75251
21424xxxx2 bca***@i************.com
Christopher Leap - Ameriprise Financial Advisor 8604 Greenville Ave Ste A101 Dallas, TX 75243 21442xxxx5
National Life Group 15455 Dallas Pkwy Ste 800 Addison, TX 75001
80073xxxx9 aag*****@n***********.com 1 3
Lone Star Investment Advisors 4455 Lyndon B Johnson Fwy Suite 300, Dallas, TX 75244
97270xxxx0 1 2
True North Advisors 3131 Turtle Creek Blvd #1300, Dallas, TX 75219
21436xxxx0 adv*****@t****************.com 4.2 5 129 8 139
American Capital 2200 Ross Ave Ste 4500W, Dallas, TX 75201
21427xxxx0 a.d*******@a**************.com
Wells Fargo Advisors 9508 Garland Rd, Dallas, TX 75218 21432xxxx5
Frost Bank 2627 W Jefferson Blvd Ste 314, Dallas, TX 75211 21451xxxx0 a.-*************@f********.com 3.9 20 4 22 7
Scott & Associates 709 Tacoma Dr Garland, TX 75043
71395xxxx5 car**********@s************************.com
Edward Jones - Financial Advisor: Mitchell J Polkowske 10220 Midway Rd, Dallas, TX 75229
21435xxxx5 a.j*********@e**********.com 87937 100000
International Capital Management Corporation 12001 N Central Expwy Ste 1000 Dallas, TX 75243
97238xxxx0 all****@i***.com
Susan Marvin - Financial Advisor, Ameriprise Financial Services 17304 Preston Rd Ste 1210, Dallas, TX 75252
21457xxxx1 dns*****@a***.com
PNC Private Bank 8080 N Central Expy, Dallas, TX 75206
88876xxxx6 aar******@p**.com 1 5 351591 9432 354000
Rosenthal Retirement Planning 1412 Main St, Dallas, TX 75202 21475xxxx0 adm**@r**.com
Waddell & Reed 14841 N Dallas Pkwy Ste 450 Dallas, TX 75254
21452xxxx5 aam***@w******.com 5 1 20100 234 21000
Atlas Wealth Advisors 10000 N Central Expy Ste 700, Dallas, TX 75231 97242xxxx9
Squarecap Financial Solutions 15400 Knoll Trail Dr, Dallas, TX 75248 97278xxxx5
Bell & Valente 2500 Dallas Pkwy Ste 560 Plano, TX 75093
97240xxxx5 5 2
Echelon Investment Management | Jim Tindall and James Mathis 408 W 8th St, Dallas, TX 75208
80633xxxx1
Edward Jones - Financial Advisor: Jerry Ponzio 9191 Kyser Way, Ste 100 Frisco, TX 75033
97233xxxx1 a.j*********@e**********.com 20 5 1 23
John Ramzy - Financial Advisor, Ameriprise Financial Services 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
51269xxxx7 che***********@a***.com 5 1
RoseRock Wealth Management 5950 Sherry Ln Suite 201, Dallas, TX 75225
21422xxxx9 inf*@r*************.com
Neal D Vasso - Private Wealth Advisor, Ameriprise Financial Services 5000 Quorum Dr Ste 375, Dallas, TX 75254
97269xxxx9 ale********@a***.com
Wells Fargo Advisors 3411 Inwood Rd, Dallas, TX 75235 21436xxxx5
Thompson Larry & Associates 3500 Oak Lawn Ave Ste 240, Dallas, TX 75219 21475xxxx0
Almega Group 2301 Ohio Dr Ste 138 Plano, TX 75093
97296xxxx0 bra****@a**********.com 4.6 14
Edward Jones - Financial Advisor: Armand Robinson 8750 N Central Expy Ste 940 Dallas, TX 75231
21437xxxx9 a.j*********@e**********.com
Merrill Lynch Wealth Management 2100 Ross Ave Ste 1000, Dallas, TX 75201
21496xxxx8 ann********@m*.com 1 2
American Express Financial Advisors Inc 14800 Landmark Blvd, Dallas, TX 75254
97239xxxx8 aar**************@a***.com 132678 134000
Wells Fargo Advisors 8115 Preston Rd, Ste 300, Dallas, TX 75225
21437xxxx0 a-w***************@w*****************.com 1 2 189255
Cindy G. Lewis - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx9 cin**********@r**.com
Hv Capital 3530 Forest Ln Ste 314, Dallas, TX 75234
21435xxxx0 leg**@c************.com
Edward Jones - Financial Advisor: Ryan C Aylor 935 W Exchange Pkwy Bldg B, Ste 170 Allen, TX 75013
97272xxxx0 acc**********@e**********.com 5 1
BB&T Scott & Stringfellow 8115 Preston Rd, Dallas, TX 75225 21456xxxx1
Edward Jones - Financial Advisor: Grant S. Clay 8150 N Central Expy Ste 740 Dallas, TX 75206
46985xxxx4 a.j*********@e**********.com
Money Management International 3333 Lee Pkwy Ste 600, Dallas, TX 75219
97242xxxx9 amy*****@m**************.org 26924 2
LGT Financial Advisors 2626 Howell St, Dallas, TX 75204
21446xxxx0 ade**@l*****.com 334 140 376
Amin Kotadia, CPA, PC 1625 Precinct Line Rd Ste 100 Hurst, TX 76054
81726xxxx1 inf*@c**********.biz 606 609
First Command Financial Planning 9330 Lyndon B Johnson Fwy Dallas, TX 75243 97240xxxx7
Merrill Lynch Financial Advisor Blake V Cecil 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx6 and*************@m*.com
Hedgefield Wealth Management 2308 Hollyhill Ln Denton, TX 76202
84443xxxx6 inf*@h***********.com
Neal D Vasso - Ameriprise Financial Services 5000 Quorum Dr Ste 375 Dallas, TX 75254
97269xxxx9 ale********@a***.com 5 1
Advanced Financial Planning 1720 Oak Village Blvd Ste 100 Arlington, TX 76017
81746xxxx8 1 1
Fusion Analytics Investment Partners 200 Crescent Ct Ste 275 Dallas, TX 75201
21427xxxx1
Ambrose Capital Management 13155 Noel Rd Ste 900 Dallas, TX 75240
21472xxxx0 cam*****@a********.com
Merrill Lynch Financial Advisor David W Nethery 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx8 bri************@b***.com 5 1
Edward Jones - Financial Advisor: Jake Turner 10233 E Northwest Hwy, Dallas, TX 75238
21434xxxx8 a.j*********@e**********.com 87937 100000
Edelman Financial Engines 13727 Noel Rd Tower 2, Suite 1075, Dallas, TX 75240
83375xxxx3 aar**@e**********************.com 18792 22 20000
Barclay Financial Group 4851 Lyndon B Johnson Fwy Ste 510, Dallas, TX 75244
97277xxxx0 kfr*****@b********.com
Edward Jones - Financial Advisor : Kyle D Treadwell 8330 L B J Frwy Ste 755 Dallas, TX 75243
97223xxxx8 a.j*********@e**********.com
Wells Fargo Advisors 100 Crescent Ct Ste 1400, Dallas, TX 75201
46971xxxx0 a.j******@w*****************.com 2 1 188000 189000
Duncan CPA & Advisor PLLC Frisco, TX 75034
21473xxxx1 ald*****@d****************.com 5 1
JTL Wealth Partners 550 Reserve St Ste 190 Southlake, TX 76092
97280xxxx1 inf*@j****.com
Northwestern Mutual - DFW 5420 Lyndon B Johnson Fwy, Dallas, TX 75240
97266xxxx8 a.-***********@n*****************.com 3 10 107340 16237 108000
Edward Jones - Financial Advisor: Jay Wilson 8080 N Central Expy Ste 1440 Dallas, TX 75206
21432xxxx4 a.j*********@e**********.com 144
Mercer Advisors Wealth Management 8117 Preston Rd #700, Dallas, TX 75225
21469xxxx0 aad***@m*************.com 2837 28 2900
FESS Financial 8668 John Hickman Pkwy Ste 603 Frisco, TX 75034
97237xxxx0 fe**@k***********.com 5 1
Alamo Corporate Group 5930 Lyndon B Johnson Fwy Ste 401, Dallas, TX 75240
97238xxxx3 dha*****@a******************.com
Fiserv 8750 N Central Expy, Dallas, TX 75231 21475xxxx0
ISC Group 3500 Oak Lawn Ave Ste 400 Dallas, TX 75219
80088xxxx0 ast*********@i*******.com 2 1 93 13
Lacy Financial Advisors 610 Uptown Blvd Cedar Hill, TX 75104 81761xxxx7
Peter A Samuelson - Financial Advisor, Ameriprise Financial Services, LLC 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1102 1100
Edward Jones - Financial Advisor: Christopher T Offner 10233 E Nw Hwy Ste 428 Dallas, TX 75238
21434xxxx8 a.j*********@e**********.com 88533 101000
Vasso & Associates - Ameriprise Financial Services 5000 Quorum Dr Ste 375, Dallas, TX 75254
97269xxxx9 ale********@a***.com
Morgan Stanley Wealth Management 8383 Preston Center Plz, Dallas, TX 75225
21436xxxx5 int**********@m************.com
Frost Bank 8201 Preston Rd Ste 180, Dallas, TX 75225 21451xxxx0 a.-*************@f********.com
JA Financial Group 14785 Preston Rd Ste 550 Dallas, TX 75254
97239xxxx2
Mulko Accounting,Taxation & Consulting 10440 N Central Expressway Ste 800 Dallas, TX 75231
21438xxxx7 inf*@m****.us 1 1
Huddleston Moore Inc 9696 Skillman St Ste 270, Dallas, TX 75243 21455xxxx0
IME Legacy 3626 N Hall St Ste 610 Dallas, TX 75219
21491xxxx9 dat*****************@i****.de
Wells Fargo Advisors 3450 W Illinois Ave, Dallas, TX 75211 21433xxxx3 1 1
PLS Financial 111 W Jefferson Blvd, Dallas, TX 75208
21494xxxx0 aar**@p*****.com 4.9 1208 11614 715 11000
C M Craft 10300 N Central Expy Dallas, TX 75231
21436xxxx0 cat****@c******.com 5 5
Dan Sullivan - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx4 wms**********@r**.com 12495 12376
Josh Shaul - State Farm Insurance Agent 5706 E Mockingbird Ln Ste 210 Dallas, TX 75206
21482xxxx2 cyn****@c********.com 5 345 4.4 10 464 88
Ernie Koestner - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx7 5 1
Interlinc Financial Advisors 5068 W Plano Pkwy Ste 199 Plano, TX 75093
21477xxxx5 gay**@i*****************.com 4 7 488 496
Wealth Harmonics 8600 Thackery St Apt 5305, Dallas, TX 75225 21432xxxx8
Wells Fargo Advisors 4301 Lovers Ln, Dallas, TX 75225 97234xxxx0
Brad Weddle, The Texas Money Manager 3330 N Galloway Ave Ste 309 Mesquite, TX 75150
97261xxxx5 ang****************@l**.com 5 1
UBS Private Wealth Management 100 Crescent Ct #400, Dallas, TX 75201
21422xxxx0 aar*******@u**.com 3.7 3 230155 243000
Sanders Morris Harris 8750 N Central Expy Ste 930, Dallas, TX 75231 21475xxxx0 aar**@e***************.com 18779 20 20000
David Malleck - Raymond James 5005 Lyndon B Johnson Fwy, Dallas, TX 75244
97270xxxx0
Edward Jones - Financial Advisor: Jon-Erik Schoellhorn 6464 E Northwest Hwy, Dallas, TX 75214
21436xxxx5 a.j*********@e**********.com 87937 100000
Noble Advisors 325 North St. Paul Street #2040, Dallas, TX 75201
21461xxxx7 dar***@n************.net 5 1
Steven Kalmus - Financial Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1104 1100
Edward Jones - Financial Advisor: Kim Winans, AAMS™|CRPC™ 17101 Preston Rd Ste 225, Dallas, TX 75248
97238xxxx4 a.j*********@e**********.com
RGT Wealth Advisors 5950 Sherry Ln # 600, Dallas, TX 75225
21436xxxx0 abl********@r**********.com 5 1
Elm Park Capital Management 2101 Cedar Springs Rd Ste 700, Dallas, TX 75201 21475xxxx0
Frost Bank 2231 Singleton Blvd, Dallas, TX 75212
21451xxxx0 a.-*************@f********.com 3.7 3 2 2 4
Caldwell Wealth Management Dallas, TX 75287
46977xxxx4 cal***************@o******.com
Edward Jones 8333 Douglas Ave, Dallas, TX 75225
21436xxxx2 a.j*********@e**********.com 87395 100000
Ameriprise Financial 7557 Rambler Rd Ste 1465, Dallas, TX 75231
97243xxxx1 ame******************@a***.com 132678 134000
Blake Harris - Complex Director, Ameriprise Financial Services 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
46922xxxx8 den*******@a***.com 287 290
Retirement Advisors 13155 Noel Rd Ste 1800, Dallas, TX 75240
97266xxxx0 aly************@r**.com 213 283
Edward Jones - Financial Advisor: Tiffany Schmidth 6301 Gaston Ave Ste 725 Dallas, TX 75214
21482xxxx2 a.j*********@e**********.com 87341 99000
Merrill Lynch Financial Advisor Ramona Z Locke 5910 N Central Expy Suite 2000, Dallas, TX 75206
21496xxxx7 and*************@m*.com 5 1
Stern Financial Services 15950 Dallas Pkwy, Dallas, TX 75248 97236xxxx0 jsh******@f*********.com
Morgan Stanley Financial Advisors 5001 Spring Valley Rd Ste 900W, Dallas, TX 75244
97277xxxx0 ala***********@m************.com 3 4
Edward Jones - Financial Advisor: Nico Lattanzio 5910 N Central Expy Ste 1030 Dallas, TX 75206
21436xxxx0 a.j*********@e**********.com 84927
Paradigm Advisors, LLC 8111 Preston Rd #575, Dallas, TX 75225
21475xxxx6 jve**@p*****.com
Coach Ginger Cockerham 8218 Old Moss Rd, Dallas, TX 75231 21434xxxx8
RCM Advisors 8117 Preston Rd Suite 300, Dallas, TX 75225
97286xxxx9 jsm***@r***********.com
Raub Capital Management 7557 Rambler Rd Ste 906, Dallas, TX 75231
21436xxxx0 and******@a***.com
Charles Jones - Private Wealth Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1104 1100
Amenity Financial Service 400 N Saint Paul St, Dallas, TX 75201
21475xxxx3 ali****@a********.com
Merrill Lynch Financial Advisor Mark C. McMahon 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx1 ale*********@m*.com
First Global Inc 8150 N Central Expy Ste 500, Dallas, TX 75206
21426xxxx1 ale*******@a******.com 7303 227 7400
Edward Jones - Financial Advisor: Paul D Alwine 409 Harwood Rd Bedford, TX 76021
81751xxxx2 acc**********@e**********.com 5 1
Bulkley Capital LP 5949 Sherry Ln, Dallas, TX 75225
21469xxxx6 ava*****@b*************.com
Smith Burnley 13455 Noel Rd, Dallas, TX 75240 97245xxxx8
Merrill Lynch Financial Advisor Paul J Blage 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx8 bri************@b***.com
Andee Sloot - Financial Advisor, Ameriprise Financial Services 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
46922xxxx3 and********@a***.com 191 14 214
Rigg Wealth Management 15601 Dallas Pkwy Ste 900 Addison, TX 75001
97299xxxx5 bri**@r*******************.com
Justin King - Branch Manager, Ameriprise Financial Services 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97224xxxx0 ann*********@a***.com
Vasso & Associates - Ameriprise Financial Services 5000 Quorum Dr Ste 375 Dallas, TX 75254
97269xxxx9 ale********@a***.com 3 2
Joe A. Chairez Jr - Financial Advisor, Ameriprise Financial Services 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
21445xxxx0 dns*****@a***.com
Waddell & Reed 12770 Coit Rd Ste 708, Dallas, TX 75251
21452xxxx5 aam***@w******.com 20142 238 21000
Ameriprise Financial 1412 Main St, Dallas, TX 75202
21474xxxx3 ame******************@a***.com 132668 134000
Brown & Brown Financial Services 6440 N Central Expy # 107, Dallas, TX 75206
21469xxxx8 cbr***@b****.net
Merrill Lynch Financial Advisor Richard A Mills 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx4 and*************@m*.com
Ward Capital 5949 Sherry Ln Ste 1735, Dallas, TX 75225 21437xxxx8 aas**@c********.com
Lee Financial Corporation 8350 N Central Expy Ste 1800, Dallas, TX 75206
97296xxxx1 aan*****@l*****.com
Money Under Ctrl Garland, TX 75040
46957xxxx0
Merrill Lynch Financial Advisor Laurel A. Buchanan 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx2 ale*********@m*.com
Edward Jones - Financial Advisor: Brian K Hendon 700 Central Expy S Ste 385 Allen, TX 75013
46985xxxx5 acc**********@e**********.com 5 1 88532 101000
Wells Fargo Advisors 10600 Forest Ln, Dallas, TX 75243 21425xxxx0
Financial 12700 Hillcrest Rd, Dallas, TX 75230
97270xxxx1 cyb****@c******.com
Diana Zuniga - Financial Advisor Dallas, TX 75201 21420xxxx2
Kemple Capital 12001 N Central Expy Ste 700, Dallas, TX 75243 97278xxxx4
Smart Business Concepts 2103 Irving Blvd Dallas, TX 75207
21427xxxx3 acc***@s************.co 5 10 627
Edward Jones - Financial Advisor: Aadil Khambati 4849 Greenville Ave Ste 1320 Dallas, TX 75206
21436xxxx6 a.j*********@e**********.com
Smith Anglin Financial 14755 Preston Rd Suite 700, Dallas, TX 75254
97226xxxx4 abr*****@s**********.com 5 1 120 2 169
Catamount Capital Partners 2602 Mckinney Ave, Dallas, TX 75204
21487xxxx0 bla**@i*******.com
Prospera Financial Services Inc 5429 Lyndon B Johnson Fwy # 750, Dallas, TX 75240
97258xxxx0 ani*********@j***********.com 4.2 5 252 283
Dianne Betts - Raymond James 2610 University Blvd Suite 101, Dallas, TX 75206
86665xxxx6 aar************@r***********.com 17482 18000
The Cambridge Group 13455 Noel Rd, Dallas, TX 75240 97285xxxx7 bru*****@t**********.net
Atmos Energy Corp 5430 Lyndon B Johnson Fwy Ste 1800, Dallas, TX 75240
97293xxxx7 a.b@a**********.com 2.5 77
Wealth Enhancement Group 5646 Milton St # 604, Dallas, TX 75206
80090xxxx7 aba****@w****************.com
Mcpherson Asset Management 8360 Lyndon B Johnson Fwy Ste 100, Dallas, TX 75243 97235xxxx0
Merrill Lynch Wealth Management 13355 Noel Rd #700, Dallas, TX 75240
97298xxxx0 ale*********@m*.com 1.5 2
Wells Fargo Advisors 18126 Preston Rd, Dallas, TX 75252 97275xxxx5
Wells Fargo Advisors 13575 Goldmark Dr, Dallas, TX 75240
97239xxxx0 a-w***************@w*****************.com 188361 189000
Frank Judge - Private Wealth Advisor, Ameriprise Financial Services 8333 Douglas Ave Ste 475, Dallas, TX 75225
21453xxxx3 dns*****@a***.com 5 1
R 1 Financial Group 7616 Lyndon B Johnson Fwy Ste 724, Dallas, TX 75251 21462xxxx0
Morgan Stanley Wealth Management 2121 N Pearl St, Dallas, TX 75201
21466xxxx2 acm***********@m************.com
Mega Capital 2651 N Harwood St, Dallas, TX 75201
21496xxxx4 ana*************@m********.com
Merrill Lynch Financial Advisor Sean M. Cates 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx4 bri************@b***.com
LPL Financial, Timothy J. Dierkes, CFP 12225 Greenville Ave Ste 700, Dallas, TX 75243
21432xxxx5 tim************@l**.com
PlainsCapital Bank 8200 Douglas Ave, Dallas, TX 75225
21452xxxx0 aac****@p************.com 4 8 3843 209
Fuentes Wealth Advisors 7001 Preston Rd Ste 300, Dallas, TX 75205
21444xxxx7 emi***********@m*********.com
Ryan D McDermott - Financial Advisor, Ameriprise Financial Services 6510 Abrams Rd Ste 355, Dallas, TX 75231
63632xxxx5 dns*****@a***.com
HG Tailored Financial Services, LLC 14180 Dallas Pkwy Suite 500, Dallas, TX 75254
97233xxxx8 ali***@h***************.com 5 1 455
The Pegasus Group - UBS Financial Services Inc. 100 Crescent Ct Ste 600, Dallas, TX 75201
21438xxxx6 abc*******@u**.com
Herod Consulting Dallas, TX 75225 21454xxxx2
Morgan Stanley Wealth Management 13455 Noel Rd, Dallas, TX 75240
97245xxxx0 aar***********@m***********************.com
Bank of Texas 6701 Preston Rd, Dallas, TX 75205
21452xxxx5 and*********@b**********.com 4.3 16 6275 6400
Charles Schwab 8401 N Central Expy Ste 110 Dallas, TX 75225
21470xxxx3 jan*****@s*****.com 3.5 15 3 2 646321 196 658000
Bank of Texas 2650 Royal Ln, Dallas, TX 75229
21457xxxx7 and*********@b**********.com 4.4 61 6275 6400 4 1
Wells Fargo Advisors 15216 Montfort Rd, Dallas, TX 75248 97239xxxx5 4 1
Raymond James Lyndon B Johnson Fwy, Dallas, TX 75240 97278xxxx3
Financial & Insurance Services of Texas 18601 Lbj Fwy Ste 140 Mesquite, TX 75150
97227xxxx7 bra***********@f*.com 263 267
Edward Jones - Financial Advisor: Jimmy Conway 8750 N Central Expy, Dallas, TX 75231
21437xxxx9 a.j*********@e**********.com 87937 100000
H W Financial 2546 Elm St #200, Dallas, TX 75226 21465xxxx8 1 2
Brian Flanagan | American Family Solutions 13355 Noel Rd Ste 1100 Dallas, TX 75240
97234xxxx4 bfl******@a********.com 5 22 5 1 359 30 364
Parallel Investment Partners 2100 Mckinney Ave Ste 1200, Dallas, TX 75201
21474xxxx0 ata**@p*********.com
Merrill Lynch Financial Advisor Alexander Anderson 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx2 ale*********@m*.com
DJH Capital Management 325 North St. Paul Street Suite 3100, Dallas, TX 75201
21423xxxx2 fee*****@d************.com 5 11 1007 1200
Michael Sell - Thrivent 9023 Coral Cove Dr, Dallas, TX 75243
97223xxxx1 ben*************@t*******.com 5 1
Wells Fargo Advisors 4150 Mockingbird Ln, Dallas, TX 75205 21421xxxx9
ALM First Financial Advisors 2911 Turtle Creek Blvd Ste 500 Dallas, TX 75219
21498xxxx0 aah***@a*******.com 24
Charles Jones - Private Wealth Advisor, Ameriprise Financial Services, LLC 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1103 3 1100
Glazer Financial Network 13747 Montfort Dr Ste 350 Dallas, TX 75240
97238xxxx7 5 1
Spectrum Financial Group 13455 Noel Rd 20th floor, Dallas, TX 75240
97245xxxx7 eri**@s*********.com 4.4 7 334 362
Block Advisors 925 W John Carpenter Fwy Ste 102 Irving, TX 75039
97291xxxx0 aar**@b************.com 4.5 142 3.8 10
Steven Shaw - Financial Advisor, Ameriprise Financial Services 8850 Boedeker Dr, Dallas, TX 75225
21489xxxx2 dns*****@a***.com
Christopher Jeng - Financial Advisor, Ameriprise Financial Services 17304 Preston Rd Ste 1210, Dallas, TX 75252
21457xxxx0 chr***************@a***.com
The Manning Group 7309 Campbell Rd Ste 200 Dallas, TX 75248
97245xxxx0 bru**@m************.com 4.9 101 5 8 45
Gregory C. Glosser - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx4 rbc*********@r**.com
Christian Flory - Financial Advisor, Ameriprise Financial Services 17304 Preston Rd Ste 1210, Dallas, TX 75252
21426xxxx2 chr************@a***.com
Edward Jones 5925 Forest Ln, Dallas, TX 75230
97250xxxx7 a.j*********@e**********.com 87974 100000
Merrill Lynch Financial Advisor T Devin Frye 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx9 and*************@m*.com
Charles Schwab 19009 Preston Rd, Dallas, TX 75252
80043xxxx0 aar********@s*****.com 646246 192 658000
Borden Hamman Agency Inc 9868 Plano Rd, Dallas, TX 75238
21434xxxx1 abb*@b***********.com 4.3 7
Lori Maine - Financial Advisor, Ameriprise Financial Services 8333 Douglas Ave Ste 475, Dallas, TX 75225
21469xxxx0 dns*****@a***.com 1 1 133 142
Edward Jones - Financial Advisor: Sharby Hunt-Hart 12900 Preston Rd Ste 623 Dallas, TX 75230
97278xxxx0 a.j*********@e**********.com 88533 101000
Home Office Help Dallas, TX 75238
21456xxxx1
Edward Jones - Financial Advisor: Jason Burdett 1821 Precinct Line Rd Ste A Hurst, TX 76054
81751xxxx0 acc**********@e**********.com
Tolleson Wealth Management 5500 Preston Rd Ste 250, Dallas, TX 75205
21425xxxx0 aad******@t*************.com
Edward Jones - Financial Advisor: Zachary Dickey 5934 Royal Ln Ste 218, Dallas, TX 75230 21436xxxx5
Gilhang & Hays Financial Management Group 8150 N Central Expy Ste 1600 Dallas, TX 75206
21494xxxx0 eva******@g***************.com
Cain Watters & Associates 17 Cowboys Way Ste 300 Frisco, TX 75034
97223xxxx3 aar**@c**********.com 4 3
Southwest Securities Inc 1201 Elm St Ste 3500, Dallas, TX 75270
21474xxxx0 aal*****@s***.com
Fiduciary Financial Services Of The Southwest 12222 Merit Dr Ste 920, Dallas, TX 75251 97293xxxx0 cec***********@f***.net
Merrill Lynch Wealth Management 2121 San Jacinto St, Dallas, TX 75201 21496xxxx8 aas***********@m*.com
Elias Financial Network 8117 Preston Rd, Dallas, TX 75225
21470xxxx5 hos*******@w*********.com 153790 11
L J Adams Insurance Services 701 Highlander Blvd Ste 155 Arlington, TX 76015
81768xxxx9 dav**@s**********.com 153
HFS Wealth Management 8350 Meadow Rd # 181, Dallas, TX 75231
21434xxxx5 abe********@h*****.com 5 1 46
Planning Strategies 12377 Merit Dr, Dallas, TX 75251
97293xxxx9 asc******@p*****************.net
Edward Jones - Financial Advisor: Michael J Taysom 182 S Collins Rd, Ste 100 Sunnyvale, TX 75182
97220xxxx3 a.j*********@e**********.com 5 5 5 1 90 90
Edward Jones 4849 Greenville Ave, Dallas, TX 75206
21436xxxx6 a.j*********@e**********.com
Acquired Consumer Credit Repair Services Richardson, TX 75080
88827xxxx8 inf*@a*********************.com 5 2 3.7 3
MHT Midspan LP 2000 Mckinney Ave Ste 1200, Dallas, TX 75201
21466xxxx0 bmh*@m**********.com
Morgan Stanley 8383 Preston Center Plz, Dallas, TX 75225
21469xxxx0 acm***********@m************.com
Ozanne Financial Services 10000 N Central Expy Ste 1326 Dallas, TX 75231
21489xxxx1 aro****@o**********************.com
Retirement Planners of America 2820 Dallas Pkwy, Plano, TX 75093
46924xxxx0 amy@r***.com 4.7 232 556 14
Strata Wealth Advisors, LLC 8750 N Central Expy Suite 1875, Dallas, TX 75231
21442xxxx0 ada************@s***********.com 5 1
Morgan Stanley Wealth Management 2711 Lyndon B Johnson Fwy, Dallas, TX 75234 97227xxxx0 aal*******@m************.com
Frank Judge - Private Wealth Advisor, Ameriprise Financial Services, LLC 8333 Douglas Ave Ste 475, Dallas, TX 75225
21453xxxx3 fra************@a***.com 5 1
Edward Jones - Financial Advisor: Jesse Abercrombie 4055 Valley View Ln Ste 340 Dallas, TX 75244
97223xxxx2 a.j*********@e**********.com 5 1
Raymond James Financial Services 8117 Preston Rd Ste 700, Dallas, TX 75225
21469xxxx0 art********@q***********.com 2837 28 2900
Jacoby Bill 5949 Sherry Ln Ste 650, Dallas, TX 75225 21436xxxx0
Edward Jones - Financial Advisor: David P Smith Jr 5000 Quorum Dr Ste 175, Dallas, TX 75254
46937xxxx7 a.j*********@e**********.com 5 1 87975 100000
Joseph Giangiulio, CPA PFS CFP 3030 Lyndon B Johnson Fwy Ste 1460 LB 16 Dallas, TX 75234
97296xxxx0
Raymond James Financial Services 12221 Merit Dr Ste 1300, Dallas, TX 75251
97244xxxx5
David M Medick - Ameriprise Financial Services 4504 Legacy Dr Ste 200 Plano, TX 75024
46978xxxx8 atu***********@a***.com 5 1
Edward Jones - Financial Advisor: Brad Hinson 3001 Fm 2181 Ste 500 Corinth, TX 76210
94032xxxx3 a.j*********@e**********.com 5 5 321
Vertex Financial Inc. 8750 N Central Expy Ste 900, Dallas, TX 75231
21436xxxx1 con****@v**************.com
Edward Jones - Financial Advisor: Drew Lancaster 4600 Greenville Ave Ste 230, Dallas, TX 75206
21426xxxx0 a.j*********@e**********.com 12 16
Frost - Lakewood 6312 La Vista Dr, Dallas, TX 75214 21451xxxx0 web****@f********.com 4.5 17 5 55 7
PHH Investments Ltd 13155 Noel Rd, Dallas, TX 75240 97259xxxx9
Wealth Partners Alliance 12240 Inwood Rd Suite 200, Dallas, TX 75244
97233xxxx0 bsm***@w*********************.com 5 1
Cecilia Garcia - Private Wealth Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1104 1100
360 Wealth Planners 15110 Dallas Pkwy #500, Dallas, TX 75248
97242xxxx8 hxx*******@3****************.com 5 3 377 379
Perryman Financial Advisory, Inc. 12221 Merit Dr #1660, Dallas, TX 75251
97277xxxx0 aba****@b***********.com 187 25 191
Frost Bank 2525 Inwood Rd, Dallas, TX 75235
21451xxxx0 a.-*************@f********.com 4.5 8 155024 5
Christian Flory - Financial Advisor, Ameriprise Financial Services, LLC 17304 Preston Rd Ste 1210, Dallas, TX 75252
21426xxxx2
Bank of Texas 4262 Live Oak St, Dallas, TX 75204
21451xxxx3 and*********@b**********.com 4.5 61 6293 6400
Plano Tax Prep 1400 Preston Rd Ste 400 Plano, TX 75093
97227xxxx8 inf*@p***********.com 5 1
Bill Steele - Financial Advisor, Ameriprise Financial Services, LLC 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
46922xxxx6 bet*********@a***.com 133
Cook Financial Services 12655 N Central Expy #812, Dallas, TX 75251
97228xxxx1 ace****@c*****.com 3 2
Budge Financial 4925 Greenville Ave, Dallas, TX 75206 21436xxxx8
Wells Fargo Advisors 8448 Abrams Rd, Dallas, TX 75243 21434xxxx4
Edward Jones - Financial Advisor: Jon-Erik Schoellhorn 4925 Greenville Ave Ste 1015 Dallas, TX 75206
21436xxxx5 a.j*********@e**********.com
Frisco Financial Group 8150 N Central Expy Ste 1600, Dallas, TX 75206
21434xxxx5 ale**************************************************@g***********.com
Cadent Capital 105 Decker Dr Ste 450 Irving, TX 75062
97277xxxx1 c79*************************************************************@c************.com 15
D R Saur Financial Inc 12900 Preston Rd Ste 400, Dallas, TX 75230
21455xxxx4
Tax Prep & More 3733 N Josey Ln Ste 112 Carrollton, TX 75007
97282xxxx8 efr***********@t*************.com 5 1
Moodys Corp 600 N Pearl St Ste 2165, Dallas, TX 75201
21422xxxx3 dua*********@n***.com 3 2
Amanda Hill - Financial Advisor, Ameriprise Financial Services, LLC 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
46922xxxx4 ama********@a***.com 40 45
Encap Investments Lc 3811 Turtle Creek Blvd Ste 760, Dallas, TX 75219
21459xxxx0 akn**@e***************.com
William Mcbee - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx2 wms**********@r**.com 14777 16000
Edward Jones - Financial Advisor: Ryan D Williams Jr, AAMS™|CRPC™ 1722 Routh St Ste 750, Dallas, TX 75201
21475xxxx2 a.j*********@e**********.com 86249
Edward Jones - Financial Advisor: Robert W Mastin V 923 York Dr Desoto, TX 75115
97229xxxx1 a.j*********@e**********.com 4.5 2 5 1
Taylor Stephens Inc 12720 Hillcrest Rd Ste 810, Dallas, TX 75230
97299xxxx1 bbr*****@t*************.com
Headstream Asset Mgmt 5949 Sherry Ln Ste 1735, Dallas, TX 75225 21437xxxx0
John Wucinski, CPA, CFP 6220 Campbell Rd Ste 201 Dallas, TX 75248
97240xxxx0 cpa******@a**.com 4.8 69 2.3 3 131 10 128
Country Financial 4238 Northcrest Rd, Dallas, TX 75229
21435xxxx5 aar********@c***************.com 170674 163000
Heritage Financial Planning 10440 N Central Expy Suite 1540, Dallas, TX 75231
21444xxxx0 inf*@h************************.com 5 11
Guardian Private Wealth Management 6510 Abrams Rd, Dallas, TX 75231
21489xxxx9 dns*****@a***.com
The Vilfordi Group - Ameriprise Financial Services, LLC 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97223xxxx5 aar***********@a***.com