Business List: Finance Manager in USA

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TFG Wealth Management 642 Newtown Yardley Rd Ste 115, Newtown, PA 18940 86629xxxx6
Edward Jones - Financial Advisor: Scott E Anderson 1575 Heritage Dr Ste 305, Mckinney, TX 75069
46967xxxx4 a.j*********@e**********.com 16
Ray Hodges Financial Group 1204 Ashford Dr, Desoto, TX 75115
21467xxxx2 joh*@r********.biz
Edward Jones - Financial Advisor: Andrea B Dolson 614 S Watters Rd, Allen, TX 75013
97239xxxx6 a.j*********@e**********.com 88653 101000
Edward Jones 120 E Fm 544 Ste 66, Murphy, TX 75094 97288xxxx2
Keystone Financial Management 600 N Jackson St, Media, PA 19063
61089xxxx1
Phuong La, EA San Francisco, CA 94108
41574xxxx5 exa****@m***.com 5 5
Edward Jones - Financial Advisor: Danny Solis 3504 Corinth Pkwy Ste 130, Corinth, TX 76208
94032xxxx0 acc**********@e**********.com 50
Anne Holderried - Private Wealth Advisor, Ameriprise Financial Services Five Greentree Center 525 Route 73 N Ste 200, Marlton, NJ 08053
85679xxxx0 ale***************@a***.com 623 653
Edward Jones 3200 Broadway Blvd Ste 140, Garland, TX 75043
97286xxxx1 a.j*********@e**********.com 86079
Edward Jones 430 S State Highway 5, Mckinney, TX 75069
97254xxxx7 a.j*********@e**********.com 87395 100000
Edward Jones - Financial Advisor: Brandon G Corse 4005 Gateway Dr, Colleyville, TX 76034
81786xxxx0 a.j*********@e**********.com 87358 99000
Thorn Financial Group 280 Miron Dr, Southlake, TX 76092
81748xxxx6 edw****@g********.com
Edward Jones - Financial Advisor: Cassandra J Spencer 8140 Walnut Hill Ln Ste 840, Dallas, TX 75231
21432xxxx8 a.j*********@e**********.com 5 2 88653 101000
Glenn Thomas 401 Lancaster Ave, Haverford, PA 19041
61025xxxx2 abc*******@t*.com
First Republic Bank 3533 California St, San Francisco, CA 94118
41583xxxx8 aac**********@f************.com 3.9 7 4 24 89729 259
Oak Knoll Wealth Management Group 1240 Southridge Ct Ste 102, Hurst, TX 76053 81751xxxx7
Nashional Insurance 5900 S Lake Forest Dr Ste 300, Mckinney, TX 75070
85562xxxx6 con****@n*****************.com
Assetbuilder.Com 1255 W 15th St Ste 240, Plano, TX 75075
97253xxxx0 abm***@a***********.com
Dennis Kelleher - Branch Manager, Ameriprise Financial Services 6860 Dallas Pkwy Ste 500, Plano, TX 75024
97224xxxx1 ann*********@a***.com
Edward Jones 3111 Cross Timbers Rd Ste 150, Flower Mound, TX 75028
97253xxxx6 a.j*********@e**********.com 14 3
Jordan Bastien - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx3 rbc*********@r**.com 14536 16000
Edward Jones - Financial Advisor: Mark D Quinn, AAMS™ 1407 Foulk Rd Ste 101, Wilmington, DE 19803
30247xxxx8 a.j*********@e**********.com 14
First Southwest 325 N Saint Paul St Ste 800, Dallas, TX 75201
21495xxxx0 aar*****@f******.com
Renzi Bernardi Suarez & Co. 51 Haddonfield Rd, Cherry Hill, NJ 08002
85685xxxx7 bbo***@r*****.com 197 7 211
Edward Jones - Financial Advisor: David Holland 579 N Valley Pkwy Ste 110, Lewisville, TX 75067
97242xxxx2 a.j*********@e**********.com 102 105
Jwa Financial Group Inc 6200 Lyndon B Johnson Fwy Ste 180, Dallas, TX 75240
97266xxxx5 aar*********@i******.com 1466 1600
Caroline Burke - Financial Advisor, Ameriprise Financial Services Five Greentree Center 525 Route 73 N Ste 200, Marlton, NJ 08053
85679xxxx0 ale***************@a***.com
Edward Jones - Financial Advisor: Michelle A Willingham 2501 Parkview Dr, Fort Worth, TX 76102
81733xxxx3 a.j*********@e**********.com 87400 100000
Edward Jones 6200 N Beach St Ste 103, Haltom City, TX 76137
81765xxxx8 a.j*********@e**********.com 87319 99000
Jim Karagounis - TD Wealth Relationship Manager 1 Vanderbilt Ave, New York, NY 10017
34722xxxx3 abc*******@t*.com 4 1 846895 7313 852000
Incyte Capital Holdings 2911 Turtle Creek Blvd, Dallas, TX 75219
21459xxxx0 csa*@i************.com
TD Ameritrade 4600 Alliance Gateway Fwy, Fort Worth, TX 76177
81749xxxx4 apr*****@a***.com 5 1
Hearthstone Wealth Management - Ameriprise Financial Services 2840 W Southlake Blvd Ste 120, Southlake, TX 76092
81744xxxx4 ash********@a***.com 257 252
Edward Jones - Financial Advisor: Rob Farish, CEPA®|AAMS™|CRPC™ 5757 Main St Ste 206, Frisco, TX 75034
97233xxxx0 a.j*********@e**********.com 91
Raymond James Financial 2605 S Adams St, Fort Worth, TX 76110
81792xxxx1
Edward Jones - Financial Advisor: Rae Duff 2604 Long Prairie Rd Ste 200, Flower Mound, TX 75022
46976xxxx1 a.j*********@e**********.com 78
Edward Jones - Financial Advisor: Antonio Caufield 840 Belt Line Rd, Garland, TX 75040
97253xxxx6 a.j*********@e**********.com 87359 99000
Greg Hornok - RBC Wealth Management Branch Director 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx1 rbc*********@r**.com
Mass Financial Management
51669xxxx7 inf*@m**********************.com 5 2
Edward Jones - Financial Advisor: Vicki Cody 1903 Central Dr Ste 104, Bedford, TX 76021 81768xxxx7
Eric Peterson - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx9 wms**********@r**.com 14536 16000
American Financial Management Group- AFMG 1055 Westlakes Dr #300, Berwyn, PA 19312
61029xxxx3 inf*@a***********.com
Edward Jones - Financial Advisor: Duncan Reed, CFP®|CPWA®|CEPA®|AAMS™ 212 N Main St Ste 202, North Wales, PA 19454
21569xxxx0 a.j*********@e**********.com
Massimo Magliari - Private Wealth Advisor, Ameriprise Financial Services 2070 Butler Pike, Plymouth Meeting, PA 19462
61039xxxx7 dns*****@a***.com
Edward Jones 433 Germantown Pike, Lafayette Hill, PA 19444 61082xxxx5
Prestige Wealth Management 5751 Kroger Drive, Suite 204, Keller, TX 76244
81793xxxx1 ale*******@p**********.com 184 3 188
Thomas G Rodman - Financial Advisor, Ameriprise Financial Services 161 Washington St Ste 1300, Conshohocken, PA 19428
61089xxxx6 dns*****@a***.com
Wealth Management Partners 100 White Horse Ave, Trenton, NJ 08610
60958xxxx5 den**********@l**.com
Vegetation Management Spec 12840 Calloway Cemetery Rd, Euless, TX 76040 81754xxxx3 vms*****@s********.net 148 14 151
Edward Jones - Financial Advisor: Raegen W Richard 831 Kings Hwy, West Deptford, NJ 08096
85638xxxx2 a.j*********@e**********.com
Janney Montgomery Scott 701 E Gate Dr Ste 210, Mount Laurel, NJ 08054
85629xxxx0 aal******@j*****.com
Edward Jones - Financial Advisor: Kenny McKelroy 8405 Lakeview Pkwy, Rowlett, TX 75088
97241xxxx7 a.j*********@e**********.com 88653 101000
Edward Jones - Financial Advisor: Michael A Goethals 8235 Douglas Ave Ste 390, Dallas, TX 75225 21436xxxx5
Wells Fargo Private Bank 201 Main St, Fort Worth, TX 76102
81733xxxx7 aar**********@w*********.com 5 154097 11
Michael King, Jr. - RBC Wealth Management Financial Advisor 3230 Camp Bowie Blvd Ste 750, Fort Worth, TX 76107
81733xxxx3 wms**********@r**.com 13932 15000
Clarence Marshall III - Financial Advisor, Ameriprise Financial Services 1000 Howard Blvd Ste 400, Mount Laurel, NJ 08054
85635xxxx9 aci*****@a***.com
Edward Jones - Financial Advisor: Ryan Hood, CFP® 5899 Preston Rd Ste 702, Frisco, TX 75034
97233xxxx2 a.j*********@e**********.com 88653 101000
Executive Wealth Advisors 104 Centre Blvd, Marlton, NJ 08053
85698xxxx6 nsa******@c*******.com
Edward Jones - Financial Advisor: Amy Rudd 5910 N Central Expy, Dallas, TX 75206
21436xxxx0 a.j*********@e**********.com 87395 100000
Edward Jones - Financial Advisor: Christine A Norton 2222 W Spring Creek Pkwy Ste 209, Plano, TX 75023
97251xxxx4 a.j*********@e**********.com 215 221
Bradford D. Bolletino - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx9 rbc*********@r**.com
Lula Financial 95 3rd St, Fl 2 San Francisco, CA 94103
71474xxxx0 4.9 39
Milyan Management Inc PO box 460912, Garland, TX 75046 21441xxxx2
Edward Jones - Financial Advisor: Aadil Khambati 8401 N Central Expy Ste 340, Dallas, TX 75225 21475xxxx0
Mary M. Geong, CPA EA MBA 1415 Grand Ave, Piedmont, CA 94610 51065xxxx7 4.9 57
Keith Radimer - Private Wealth Advisor, Ameriprise Financial Services Five Greentree Center 525 Route 73 N Ste 200, Marlton, NJ 08053
85679xxxx0 ale***************@a***.com 623 653
Lee J. Mcmanus, III - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx0 rbc*********@r**.com
Edward Jones 1300 Summit Ave Ste 516, Fort Worth, TX 76102
81734xxxx9 a.j*********@e**********.com 88408 101000
Parkhurst Financial Management 6860 Dallas Pkwy Ste 200, Plano, TX 75024 97226xxxx8 bra****@p**************.com
Sage Point Financial 1236 Southridge Ct, Hurst, TX 76053
81726xxxx6 dom****@a***********.com 2994 28 3600
Edward Jones - Financial Advisor: Kristen Mills 1300 S University Dr Ste 414, Fort Worth, TX 76107 81782xxxx6
Mark Elledge - Branch Manager, Ameriprise Financial Services 1612 Summit Ave Ste 410, Fort Worth, TX 76102
81721xxxx1 dns*****@a***.com
Edward Jones - Financial Advisor: David Stagg 2150 S Central Expy Ste 170, Mckinney, TX 75070
46990xxxx4 a.j*********@e**********.com 88572 101000
Philly Hard Money Loans 2544 Sepviva St, Philadelphia, PA 19125 26781xxxx8 mic**************@g****.com 403
Edward Jones - Financial Advisor: Paul Colwell, AAMS™|CRPC™|CRPS™ 115 Park Place Blvd Ste 800, Waxahachie, TX 75165
97292xxxx7 a.j*********@e**********.com 92 4 94
Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA® 9191 Kyser Way Ste 100, Frisco, TX 75033
97233xxxx1 a.j*********@e**********.com 23
Raymond James Financial Services 3809 Main St, Rowlett, TX 75088 97247xxxx0
Mandy Sessler at Buckingham Strategic Wealth 1900 W Kirkwood Blvd Unit 2500C, Southlake, TX 76092
81741xxxx0 adm**@b****************.com 558 6 652
Financial Management Inc. 222 S Wayne Ave, Waynesboro, VA 22980
54094xxxx3 inf*@f**************.com 5 1
Edward Jones - Financial Advisor: Kyle Schlabach, CEPA® 2600 Village Pkwy Ste 130, Highland Village, TX 75077
97231xxxx6 a.j*********@e**********.com
Evans Hawkins Darden Wealth Partners 5700 Granite Pkwy Ste 330C, Plano, TX 75024 97246xxxx2
Bluecrest Financial Alliances 14241 Dallas Pkwy Ste 1200, Dallas, TX 75254
97234xxxx0 aep***@f*************.com 4.3 16 590 57 621
Raymond James Financial Services 116 W Harwood Rd, Hurst, TX 76054 81757xxxx0 aar************@r***********.com 17475 18000
Ivy League Financial Services 721 Uta Blvd, Arlington, TX 76013
81727xxxx5 r.n*****@r***********.com 5 3
Edward Jones - Financial Advisor: Courtney L Hardin 8212 Liberty Grove Rd Ste 300, Rowlett, TX 75089
46959xxxx6 a.j*********@e**********.com 88573 101000
All About Your Taxes 358 El Camino Real, San Bruno, CA 94066
65041xxxx2 akr**@a****************.com 5 2 4.9 153
Estate Liquidators Dallas 4147 Myerwood Lane, Dallas, TX 75244
84439xxxx8 est********************@y****.com 3 2
JoAnn Morgano - Financial Advisor, Ameriprise Financial Services Five Greentree Center 525 Route 73 N Ste 200, Marlton, NJ 08053
85679xxxx0 ale***************@a***.com 624 651
1776 Capital Management Group of Janney Montgomery Scott 1010 Stony Hill Rd Ste 300, Yardley, PA 19067
21561xxxx3 acr*******@j*****.com
Edward Jones - Financial Advisor: Cassandra J Spencer 9017 Garland Rd, Dallas, TX 75218
21432xxxx8 a.j*********@e**********.com 88653 101000
Edward Jones - Financial Advisor: Ryan Frank 125 S Arch St, Royse City, TX 75189 97263xxxx4 6
Spazio Real Estate & Mortgages 1635 Irving St, San Francisco, CA 94122 41566xxxx4 5 59
Sweeney Wealth Management Group 718 4th Ave, Holdrege, NE 68949
30899xxxx0 a@s**************.com 5 1
Diann J Slavinski - Financial Advisor, Ameriprise Financial Services 2070 Butler Pike, Plymouth Meeting, PA 19462
61039xxxx7 dia**************@a***.com 748 741
Edward Jones - Financial Advisor: Fred A Kurtz 1 S State St Ste A, Newtown, PA 18940
21557xxxx4 a.j*********@e**********.com 1 1
Edward Jones - Financial Advisor: Mason E Tenery 8235 Douglas Ave Ste 390, Dallas, TX 75225
46924xxxx7 a.j*********@e**********.com 259 3 259
Laura High - RBC Wealth Management Financial Advisor 3230 Camp Bowie Blvd Ste 750, Fort Worth, TX 76107
81733xxxx9
Edward Jones - Financial Advisor: David Phelps 8600 Precinct Line Rd Ste 150, Colleyville, TX 76034
81742xxxx3 a.j*********@e**********.com 70
Edward Jones - Financial Advisor: Jordan Howard, CFP®|CPWA®|AAMS™ 102 E Moore Ave Ste 100, Terrell, TX 75160
97256xxxx4 a.j*********@e**********.com 88581 101000
Clearfork Wealth Management - Ameriprise Financial Services 2800 Shoreline Dr Ste 225, Denton, TX 76210
94032xxxx0 dia***********@a***.com
ANBTX Wealth Management 1010 W Ralph Hall Pkwy, Rockwall, TX 75032
21486xxxx4 aar********@a****.com 6 7543 7800
Tom Kennedy - Financial Advisor, Ameriprise Financial Services 1612 Summit Ave Ste 410, Fort Worth, TX 76102
81721xxxx8 dns*****@a***.com
Michael H. Ryan 5601 Bridge St, Fort Worth, TX 76112 81765xxxx5
Edward Jones - Financial Advisor: Chase Colwell 101 E Vintage Rd Ste 102, Red Oak, TX 75154
97261xxxx6 a.j*********@e**********.com 87314 99000
Colby & White Management, Inc. 1202 S White Chapel Blvd Ste 200, Southlake, TX 76092 81774xxxx3
Finance Manager 26 Century Hill Dr # 204, Latham, NY 12110
63194xxxx3 aha*****@f*********.com
Montchanin Asset Management 10 Rockland Ct, Wilmington, DE 19810
30265xxxx1 cl**@m**************.com
American National Bank of Texas - Wealth Management Office 1010 W Ralph Hall Pkwy Ste 112, Rockwall, TX 75032
21477xxxx4 aar********@a****.com
Waddell & Reed Southlake 1050 E State Highway 114 Ste 250, Southlake, TX 76092 81731xxxx5 k.c***@k****.wrfa
Edward Jones 831 Kings Hwy Ste 103, West Deptford, NJ 08096 85638xxxx2
W. Todd Jones 336 E Route 70, Marlton, NJ 08053
60974xxxx2 abc*******@t*.com
Raymond James 15150 Preston Rd Ste 300, Dallas, TX 75248
97296xxxx3
Raymond James & Associates 6801 Gaylord Pkwy, Frisco, TX 75034
21438xxxx8
TD Ameritrade 301 Commerce St Ste 2270, Fort Worth, TX 76102
81733xxxx0 aam***********@t***********.com 393357
Edward Jones - Financial Advisor: Jamil Ahmed 1521 N Cooper St Ste 130, Arlington, TX 76011 81746xxxx1
Financial Management Group 1927 Audobon Dr, Dresher, PA 19025 21564xxxx0
The Clift Group 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx6 rbc*********@r**.com 12776
Larry R Schneider - Financial Advisor, Ameriprise Financial Services 3000 Atrium Way Ste 510, Mount Laurel, NJ 08054
60940xxxx3 chr****************@a***.com
Edward Jones - Financial Advisor: Matt Dawson 8750 N Central Expy Ste 940, Dallas, TX 75231 21437xxxx9
Strittmatter Wealth Management Group 101 Summit Ave Ste 910, Ft Worth, TX 76102
81721xxxx4 cli**********@s*****************.com 614 24 633
Eric Kelman - Private Wealth Advisor, Ameriprise Financial Services 2070 Butler Pike, Plymouth Meeting, PA 19462
61039xxxx7 dns*****@a***.com
Edward Jones - Financial Advisor: Alex C Turan 2929 N Central Expy Ste 330, Richardson, TX 75080
97223xxxx1 a.j*********@e**********.com 8 48
The Financial Zen Group 600 California St Fl 11 San Francisco, CA 94108
41579xxxx5 cli***********@f***********.com 5 4 17
Patelco Credit Union 124 2nd St, San Francisco, CA 94105
80035xxxx8 aab****@p******.org 3.9 46 2.4 195 34723 722 35000
Alex.Brown, A Division of Raymond James 1735 Market St, Philadelphia, PA 19103
21556xxxx0 abv**@a*********.com
Edward Jones - Financial Advisor: Greg Kubes, CFP®|AAMS™ 1612 Summit Ave Ste 201, Fort Worth, TX 76102
81788xxxx4 a.j*********@e**********.com 88653 101000
South Texas Money Management 1901 N Akard St, Dallas, TX 75201
21496xxxx8 bdi*****@s******.com 484 63 628
Brooks Danley - Private Wealth Advisor, Ameriprise Financial Services 1200 Summit Ave Ste 860, Fort Worth, TX 76102
81721xxxx9 ama************@a***.com 391 8 398
Investment Management & Planning, LLC 2000 E Lamar Blvd, Arlington, TX 76006 81726xxxx0
Ray Clark - Private Wealth Advisor, Ameriprise Financial Services 870 Hebron Pkwy Ste 702, Lewisville, TX 75057
97239xxxx3 aly****************@a***.com 5 1
Edward Jones 600 E Byron Nelson Blvd Ste 600, Roanoke, TX 76262
81749xxxx2 a.j*********@e**********.com 88581 101000
Advisor Asset Management 101 W Elm St, Conshohocken, PA 19428
48436xxxx8 abu***@a**.us
Edward Jones - Financial Advisor: Dionne Dailey 12900 Preston Rd, Dallas, TX 75230
97278xxxx0 a.j*********@e**********.com 87395 100000
John Robbie - RBC Wealth Management Financial Advisor 181 Washington St Ste 500, Conshohocken, PA 19428
48453xxxx0 rbc*********@r**.com 12784
Edward Jones - Financial Advisor: Wess G Winn 2261 N Highway 77 Ste 101, Waxahachie, TX 75165
97293xxxx0 a.j*********@e**********.com 26
Teak Tree Capital Management 1300 S University Dr Ste 407, Fort Worth, TX 76107
81774xxxx0 ada*@t**************.com
Edward Jones - Financial Advisor: Nico Lattanzio 6333 E Mockingbird Ln Ste 233, Dallas, TX 75214 21482xxxx0
Dan Delaney - Financial Advisor, Ameriprise Financial Services 1000 Howard Blvd Ste 400, Mount Laurel, NJ 08054
60343xxxx0 cal*******@a***.com 741
Edward Jones - Financial Advisor: Delaine Moore 2711 Shoreline Dr Ste 101, Denton, TX 76210
94038xxxx1 a.j*********@e**********.com 88581 101000
Tuan Dau - Financial Advisor, Ameriprise Financial Services 3333 Premier Dr Ste 100, Plano, TX 75023
97254xxxx3 dns*****@a***.com
Edelman Financial Engines 600 W Germantown Pike Ste 100, Plymouth Meeting, PA 19462
83375xxxx3 aar*******@e**********************.com
Rolek Retirement Planning 1055 Westlakes Dr Suite 300, Berwyn, PA 19312
26742xxxx7 k@r**************.com
Edward Jones - Financial Advisor: Brad Novotny 630 Stoneglen Dr Ste A, Keller, TX 76248
81774xxxx8 a.j*********@e**********.com 116
Kendall Financial 3204 Long Prairie Rd Ste D, Flower Mound, TX 75022
97287xxxx7 ace@k***************.net
Edward Jones - Financial Advisor: Wouter Stokman 1700 Robert Rd Ste 102, Mansfield, TX 76063
81747xxxx8 a.j*********@e**********.com 88653 101000
Edward Jones - Financial Advisor: Jordan T Martin 1701 River Run Ste 609, Fort Worth, TX 76107
81734xxxx6 a.j*********@e**********.com 87400 100000
Matthew J Fitzgerald - Private Wealth Advisor, Ameriprise Financial Services Five Greentree Center 525 Route 73 N Ste 200, Marlton, NJ 08053
85679xxxx0 ale***************@a***.com
Edward Jones - Financial Advisor: Riley Goethals 8235 Douglas Ave Ste 390, Dallas, TX 75225 21436xxxx5
Groschup Martin Wealth Management Group , LLC 1909 Woodall Rodgers Fwy Ste 575, Dallas, TX 75201
21438xxxx3 cma****@g**********.com
Thorn Financial Group 6565 N Macarthur Blvd Ste 410, Irving, TX 75039 46962xxxx4
Edward Jones - Financial Advisor: Joe Walker 930 W 1st St Ste 300, Fort Worth, TX 76102
68222xxxx9 acc**********@e**********.com 88653 101000
Jean-Marc Chemla - Financial Advisor, Ameriprise Financial Services 2840 W Southlake Blvd Ste 120, Southlake, TX 76092
81737xxxx8 dns*****@a***.com
Greg Rosen - Financial Advisor, Ameriprise Financial Services Five Greentree Center 525 Route 73 N Ste 200, Marlton, NJ 08053
85679xxxx0 ale***************@a***.com 623 653
First Financial Trust 1000 Forest Park Blvd Ste 200, Fort Worth, TX 76110
68270xxxx4 aa@f***.com 2 11000 942 12000
Stifel | WK Group 2850 N Harwood St 18th Fl, Dallas, TX 75201
21470xxxx0 fre******@w*****************.com 4781 5200
Steve Namy - Financial Advisor, Ameriprise Financial Services 2681 Macarthur Blvd Ste 306, Lewisville, TX 75067
46977xxxx0 bri**********@a***.com 5 2
Holli Terry - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx0
Edward Jones 2966 Park Hill Dr, Fort Worth, TX 76109
81720xxxx3 a.j*********@e**********.com 87400 100000
Kibb King - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
46947xxxx8 bec**********@r**.com
Raymond James Financial Services 1177 Rockingham Dr Ste 155, Richardson, TX 75080
97223xxxx5
Edward Jones 3612 W 7th St Ste C, Fort Worth, TX 76107 81773xxxx0 a.j*********@e**********.com 88653 101000
Dale R Scofield - Financial Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1103 1100
Edward Jones - Financial Advisor: Jason Fortune, CFP® 1665 Keller Pkwy Ste 300, Keller, TX 76248
81743xxxx8 a.j*********@e**********.com 300 306
Stevens Capital Management LP 201 King Of Prussia Rd, Radnor, PA 19087
61097xxxx2 ani**@s*****.com
Edward Jones - Financial Advisor: Bob Stahler 943 Kings Hwy Ste 503, West Deptford, NJ 08066
85638xxxx2 acc**********@e**********.com 498 513
Edward Jones - Financial Advisor: Amy E Redd 3128 Hudson Xing Bldg G, Mckinney, TX 75070
97254xxxx1 a.j*********@e**********.com 88 92
Edward Jones 1701 River Run Ste 1011, Fort Worth, TX 76107 81734xxxx6 a.j*********@e**********.com 87319 99000
Mary Dolansky - Financial Advisor, Ameriprise Financial Services 205 N Oak St Unit B, Roanoke, TX 76262
81787xxxx5 dns*****@a***.com 130 134
Finance USA Corporation 6924 Little River Turnpike STE A, Annandale, VA 22003
70394xxxx2 aal******@f*********.us 4.8 79
Edward Jones - Financial Advisor: Bruce C Border 2453 Forest Park Blvd, Fort Worth, TX 76110
81792xxxx6 a.j*********@e**********.com 87400 100000
Guardian Private Wealth Management 6510 Abrams Rd Suite 540, Dallas, TX 75231
21489xxxx9 dns*****@a***.com
Jon Pope - Raymond James 222 E Wheatland Rd, Duncanville, TX 75116
97278xxxx3 aar************@r***********.com
Edward Jones - Financial Advisor: Tyler R Burns, CFP®|CEPA®|AAMS™ 800 E Campbell Rd Ste 231, Richardson, TX 75081
97242xxxx3 a.j*********@e**********.com 39
J.P. Morgan Private Bank 1900 N Akard St 5th Fl, Dallas, TX 75201
21496xxxx0 acc******************@j*******.com 3.2 9 91446 118000
Edward Jones - Financial Advisor: Jimmy A Grigsby, AAMS™ 6001 Bridge St Ste 107, Ft Worth, TX 76112
81749xxxx1 a.j*********@e**********.com
Edward Jones - Financial Advisor: Kyle Wright 1833 W Hunt St Ste 100, Mckinney, TX 75069
97254xxxx1 a.j*********@e**********.com
R F Financial Group 2225 E Randol Mill Rd, Arlington, TX 76011
81764xxxx9
Buehrer & Associates, CPAs 2201 N Collins St Ste 180, Arlington, TX 76011
81759xxxx0
Edward Jones - Financial Advisor: Bret S Carter 1000 Texan Trl, Grapevine, TX 76051
81744xxxx0 a.j*********@e**********.com 88653 101000
Ackerman Capital Management 5956 Sherry Ln Ste 1600, Dallas, TX 75225
21436xxxx3 ann*@a**************.com
Max Eisenberg - RBC Wealth Management Financial Advisor Decaro Eisenberg Group 130 North 18th Street 17th Floor, Philadelphia, PA 19103
21555xxxx1 dec*****************@r**.com
Victor / Fouraker Wealth Management of Janney Montgomery Scott 150 N Radnor Chester Rd Ste B100, Radnor, PA 19087
61025xxxx6 acr*******@j*****.com
Prime Metropolis Properties 950 Taraval St, San Francisco, CA 94116
41573xxxx3 ac@p******.com 2.3 3 4.6 24 71
Banc One Securities Corp 5020 W Park Blvd, Plano, TX 75093 97271xxxx7
Edward Jones - Financial Advisor: Jim Siwek, CFP®|AAMS™ 235 Bellevue Ave, Hammonton, NJ 08037
60956xxxx6 acc**********@e**********.com
Stifel 20 Ash St Ste 400, Conshohocken, PA 19428
61056xxxx0 abb***@s*****.com
Grayhawk Insurance & Risk Management 1740 N Collins Blvd Ste 200, Richardson, TX 75080
97267xxxx5 aa@g**********.com 216
RHS Financial 4171 24th St. Suite 101 San Francisco, CA 94114
41549xxxx0 ale*@r***********.com 5 1
Jay Liberman - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx3 jay*********@r**.com
Charles Avatar 22 W Main St, Moorestown, NJ 08057
60970xxxx9 abc*******@t*.com 843949 7649 849000
Edward Jones - Financial Advisor: Jody T Madding 133 Chieftain Dr Ste 106, Waxahachie, TX 75165
97293xxxx4 a.j*********@e**********.com 277
Roy DeCaro - RBC Wealth Management Financial Advisor Decaro Eisenberg Group 130 North 18th Street 17th Floor, Philadelphia, PA 19103
21555xxxx0 dec*****************@r**.com
Raymond James Financial 4113 Main St, Rowlett, TX 75088
97247xxxx0 aar************@r***********.com
Starmont Wealth Management 5949 Sherry Ln Ste 1225, Dallas, TX 75225
21438xxxx1 bre***@d*********************.com
International Capital Management Corp (ICMC) 12001 N Central Expy, Dallas, TX 75243
97238xxxx0 all****@i***.com
TD Ameritrade 2440 Marsh Ln, Carrollton, TX 75006
97282xxxx8 aam***********@t***********.com
Titan Securities 14801 Quorum Dr Ste 260, Dallas, TX 75254
97298xxxx0 ade****@t**************.com
Edward Jones - Financial Advisor: Jennifer L Gingrich, AAMS™ 579 N Valley Pkwy Ste 110, Lewisville, TX 75067
97242xxxx2 a.j*********@e**********.com 95 102 104
Edward Jones - Financial Advisor: Mason E Tenery 8214 Westchester Dr, Dallas, TX 75225
21436xxxx8 a.j*********@e**********.com 88653 101000
Todd Volkman Sr. Wealth Advisor Dillon Gage Wealth 15301 Dallas Pkwy Ste 200, Addison, TX 75001
21427xxxx0 acc************@d*********.com
Financial Services Inc 214 Fayette St Ste 1, Conshohocken, PA 19428
61094xxxx0 a.-*******@n*************.com
USA Financial 6020 Fulton St E, Ada, MI 49301
88844xxxx5 aoe******@u***********.com 3.7 3 205 29
Edward Jones - Financial Advisor: Bart Allgeier 11 E Butler Ave, Ambler, PA 19002
21564xxxx0 a.j*********@e**********.com 5 1
Edward Jones - Financial Advisor: Razmig Kechichian 2500 Dallas Pkwy Ste 101, Plano, TX 75093 97237xxxx0
Edward Jones 101 Sage St Ste A, Terrell, TX 75160 97256xxxx4 a.j*********@e**********.com
Allstate Personal Financial Representative: Scott Hoke 8751 Collin McY 1802, Mckinney, TX 75070
21467xxxx2 a****00@a*******.com
Ryan Galardi - RBC Wealth Management Financial Advisor 181 Washington St Ste 500, Conshohocken, PA 19428
48453xxxx8 rya*********@r**.com
Coccarelli Wealth Management 801 E Campbell Rd, Richardson, TX 75081
21423xxxx4 ton*@t*************.com
Brenan Financial 15455 Dallas Pkwy Ste 1325, Addison, TX 75001
97298xxxx6 abr*****@b***********************.com 1 1
Closed 500 Office Center Dr Ste 103, Fort Washington, PA 19034 21569xxxx0
Ari Marc Frazer - Private Wealth Advisor, Ameriprise Financial Services 5 E Germantown Pike, Plymouth Meeting, PA 19462
61094xxxx3 ari*********@a***.com 122
IFC Asset Management Company 2121 Pennsylvania Avenue NW, Washington, DC 20433
20247xxxx5 amc*********@i**.org
Edward Jones - Financial Advisor: Mark T Hegland 1875 Lombard St, San Francisco, CA 94123
41544xxxx0 a.j*********@e**********.com 4.7 11 88358 101000
Edward Jones - Financial Advisor: Dick Stevens 205 W Louisiana St Ste 202, Mckinney, TX 75069
21485xxxx4 a.j*********@e**********.com 88581 101000
Edward Jones 4851 Legacy Dr Ste 206, Frisco, TX 75034
97233xxxx4 a.j*********@e**********.com 88572 101000
Alex DiPietro - Financial Advisor, Ameriprise Financial Services 57 S Broadway Ste C, Pitman, NJ 08071
85621xxxx0 ale***************@a***.com
Texas Capital Management 7001 Preston Rd Ste 405, Dallas, TX 75205 21444xxxx0
Unity Financial Services 610 N Town East Blvd, Mesquite, TX 75150
97232xxxx3 jim****@u**************.com
Edward Jones - Financial Advisor: Todd Skogen 1575 Heritage Dr Ste 305, Mckinney, TX 75069 46967xxxx4 a.j*********@e**********.com 87318 99000
Kristi Owens - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx4 rbc*********@r**.com 54 61
Capitol Wealth Strategies 545 E John Carpenter Fwy Ste 1535, Irving, TX 75062
81753xxxx2 axx******@g***********.com 2 4
Edward Jones 109 W Marvin Ave, Waxahachie, TX 75165
97293xxxx4 a.j*********@e**********.com
Edward Jones - Financial Advisor: Chris Gallagher 213 N Murphy Rd Ste 400, Murphy, TX 75094
97242xxxx4 acc**********@e**********.com
GenVest Strategy Group - Ameriprise Financial Services 27 E Germantown Pike Ste 300, Plymouth Meeting, PA 19462
61083xxxx5 chr**************@a***.com
Blake P. Epstein - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx5 the********************@r**.com
Riley Wealth Management 306 W 7th St Ste 602, Fort Worth, TX 76102 81787xxxx0
DeVore Wealth Management 440 Johnson Rd Ste B, Keller, TX 76248 81774xxxx0 bre***@d*********************.com 25
Edward Jones - Financial Advisor: Carlos A Parra 2648 Fm 407 E Ste 135, Argyle, TX 76226 94024xxxx6
Edward Jones - Financial Advisor: Elena M Sickles, CFP® 1061 Dekalb Pike Ste 101, Blue Bell, PA 19422
61027xxxx6 a.j*********@e**********.com 305 2 295
Msbdfa Management Group 826 E Baltimore St, Baltimore, MD 21202 41065xxxx0 1 5
Kevin D Sporer - Financial Advisor, Ameriprise Financial Services 525 Route 73 N Ste 303, Marlton, NJ 08053
60965xxxx0 dns*****@a***.com 126
Edward Jones - Financial Advisor: Matt Simpson 417 Burlington St Ste F, Holdrege, NE 68949
30899xxxx5 a.j*********@e**********.com 87288 99000
Houston & Associates - Ameriprise Financial Services 417 Oakbend Dr Ste 270, Lewisville, TX 75067
97245xxxx0 dns*****@a***.com
Botsford Group 2611 Internet Blvd Ste 110, Frisco, TX 75034
21442xxxx0 bma*****@b****************.com
Edward Jones - Financial Advisor: Angela D Thalheim 801 Third Street, Phillipsburg, KS 67661
78554xxxx7 a.j*********@e**********.com 87288 99000
Valtierra Investment Group 1701 Legacy Dr, Frisco, TX 75034
21421xxxx0 Cam@v***********************.com
Funk Financial Services Private Address in Scott City, KS 62052xxxx1
Apogee Financial Services Group Inc 74 E 2nd St Ste 3, Moorestown, NJ 08057
85623xxxx5 aco****@a**************.net
Robert Straight - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx0
Edward Jones - Financial Advisor: Jon Nance 2930 Preston Rd, Frisco, TX 75034
97233xxxx5 a.j*********@e**********.com 88653 101000
Max Eisenberg - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx1 dec*****************@r**.com
Sean McFadden - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx3 dec*****************@r**.com
Michael Siciliano - Financial Advisor, Ameriprise Financial Services 3000 Atrium Way Ste 510, Mount Laurel, NJ 08054
85672xxxx7 dns*****@a***.com
Christopher Noceti - Citibank 350 Rhode Island Ste 140 San Francisco, CA 94103 41574xxxx3 4.5 15
Divi-Vest Advisors 932 W Lancaster Ave Apt 6, Bryn Mawr, PA 19010
61052xxxx2 bre**@d********.com
Slayton Wealth Management 6710 Horizon Rd, Rockwall, TX 75032
97277xxxx2 fir**@s************.com
Matthew Santillo - Private Wealth Advisor, Ameriprise Financial Services 3000 Atrium Way Ste 510, Mount Laurel, NJ 08054
85666xxxx0 dns*****@a***.com
Clark Financial Group 6898 Lebanon Rd, Frisco, TX 75034
46928xxxx7 dat*****************@i****.de
Milyan Management Inc Po Box 75046, Balch Springs, TX 75180 21441xxxx2 abu****@b*********.com 2.3 3 9431 54 9700
Edward Jones - Financial Advisor: Salvatore N Alfano Jr 234 Mall Blvd, King Of Prussia, PA 19406
61026xxxx5 a.j*********@e**********.com
VALCOM MITIGATION - CLOSED 6245 Rufe Snow Dr Ste 803, Fort Worth, TX 76148 21480xxxx4 5 55
TD Ameritrade 4700 Alliance Gateway Fwy, Fort Worth, TX 76177 81749xxxx4 aam***********@t***********.com
Mark Cannon - Private Wealth Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1103 1100
Provident Credit Union 2250 S Shore Ctr Unit C Alameda, CA 94501
51052xxxx4 aal*******@p**********.org 4.1 29 4.1 93 5914 90 5800
Edward Jones 1300 Summit Ave, Fort Worth, TX 76102
81756xxxx0 a.j*********@e**********.com 87319 99000
Gary Johnston - Private Wealth Advisor, Ameriprise Financial Services Five Greentree Center 525 Route 73 N Ste 200, Marlton, NJ 08053
60945xxxx9 ale***************@a***.com
Tres Peacock - RBC Wealth Management Financial Advisor 3230 Camp Bowie Blvd Ste 750, Fort Worth, TX 76107
81733xxxx4 wms**********@r**.com 14640 16000
Ironhorse Wealth Management PO Box 121371, Arlington, TX 76012
21455xxxx7 bra****@i***********.com 458 479
Henry L Williams Jr - Financial Advisor, Ameriprise Financial Services 525 Route 73 N Ste 303, Marlton, NJ 08053
60965xxxx0 dns*****@a***.com 89
Edward Jones - Financial Advisor: Ryan N Valenzuela, AAMS™ 2400 Lakeside Blvd Ste 110, Richardson, TX 75082
97247xxxx4 a.j*********@e**********.com 88572 101000
Teh Financial Coaching Milpitas, CA 95035
51036xxxx9 acc**********@s********.org 4.9 93 775 833
Sethi Financial Group Inc. - CLOSED 101 E Park Blvd Ste 755, Plano, TX 75074 ahm**@s*******.com
Yermish Financial Management 2009 Darby Rd, Havertown, PA 19083
61044xxxx0 rob***@y***************.com 5 2
Alexandra Moari San Francisco, CA 94109
41563xxxx2 rea*****************@m***.withheldforprivacy 4.6 153
Edward Jones - Financial Advisor: Cary G Dover 2304 Bardin Rd Ste 101, Grand Prairie, TX 75052
97260xxxx7 a.j*********@e**********.com 330
Sargent Wealth Management of Janney Montgomery Scott 1010 Stony Hill Rd Ste 300, Yardley, PA 19067
26768xxxx5 aal******@j*****.com
Edward Jones - Financial Advisor: Michael W Brown 517 Harwood Rd, Bedford, TX 76021
81748xxxx5 a.j*********@e**********.com 87358 99000
Edward Jones - Financial Advisor: Justin Katz 505 Deerfield Ct, Blue Bell, PA 19422 61024xxxx6
Finance Manager 45 Research Way, Setauket- East Setauket, NY 11733
63194xxxx3 des****@f*********.com 5 1
Be Awesome Not Broke 1161 Mission St, San Francisco, CA 94103
80570xxxx8 ant****@b****************.com 5 5 519
Orihel Wealth Management 10 N State St, Newtown, PA 18940
26729xxxx7 car*******@m****************.com
Werth Wealth Management, LLC 1200 Main St Fl 6TH, Hays, KS 67601
78562xxxx2 and***@w*************.com 3 119
Edward Jones - Financial Advisor: Kendra S Walden 3705 Lakeview Pkwy Ste 302, Rowlett, TX 75088
97241xxxx3 a.j*********@e**********.com
Edward Jones - Financial Advisor: Clayton Hurlbut 4315 Windsor Centre Trl Ste 700, Flower Mound, TX 75028
97235xxxx7 a.j*********@e**********.com 88653 101000
Austin Firm Management Solutions LLC 3824 Cedar Springs Rd Ste 512, Dallas, TX 75219 21439xxxx5 5 1
Merrill Lynch 3020 Corporate Ct Ste 100, Flower Mound, TX 75028 97269xxxx0 aas***********@m*.com
Edward Jones - Financial Advisor: Tim Evans, AAMS™ 5072 W Plano Pkwy Ste 200, Plano, TX 75093
97286xxxx8 a.j*********@e**********.com 87395 100000
Richardson, Howard Ameriprise Financial 8309 Whitley Rd Ste 101, Watauga, TX 76148 81742xxxx0
Ameriprise Financial Services I 801 E Campbell Rd, Richardson, TX 75081 97278xxxx7
Edward Jones - Financial Advisor: Randy E Pope 3111 Cross Timbers Rd Ste 150, Flower Mound, TX 75028
97253xxxx6 a.j*********@e**********.com
Edward Jones - Financial Advisor: Luke Trahan 8333 Douglas Ave Ste 1280, Dallas, TX 75225 21436xxxx2
Longport Capital 122 Skippack Pike, Fort Washington, PA 19034 21564xxxx0 dga****@l**************.com
Edward Jones - Financial Advisor: Fred Smith, CFP® 1205 Bent Oaks Ct Ste 110, Denton, TX 76210
94038xxxx2 a.j*********@e**********.com 171
Edward Jones - Financial Advisor: Melanie M Marlin 8401 N Central Expy Ste 340, Dallas, TX 75225
21475xxxx0 a.j*********@e**********.com 88581 101000
Edward Jones - Financial Advisor: Frank E Musalek 630 West 2nd Street, Hastings, NE 68901
40246xxxx1 a.j*********@e**********.com 5 1 87937 100000
Brian Altmann - Private Wealth Advisor, Ameriprise Financial Services 3000 Atrium Way Ste 510, Mount Laurel, NJ 08054
85666xxxx0 amy*****@a***.com
Findom, LLC. 710 Centerpark Dr Ste 120, Colleyville, TX 76034
81771xxxx5 joe@f*****.com
Michael Brunn - Financial Advisor, Ameriprise Financial Services 2401 Ludelle St, Fort Worth, TX 76105
81753xxxx3 dns*****@a***.com
Financial Management Services of America LLC 13649 Whistler Mountain Rd, Delray Beach, FL 33446
56128xxxx2 bva*****@m*****.com 5 1
Robert Andreacchio - Private Wealth Advisor, Ameriprise Financial Services Five Greentree Center 525 Route 73 N Ste 200, Marlton, NJ 08053
85679xxxx0 ale***************@a***.com
Kindred Stephens Financial Group 2301 Cedar Springs Rd Ste 400, Dallas, TX 75201
21438xxxx1 joh*******@k**************.com
J.P. Morgan Private Bank 420 Throckmorton St 3rd Fl, Fort Worth, TX 76102
81785xxxx6 acc******************@j*******.com 90052 115000
Beacon Financial Group 15301 Spectrum Dr Ste 410, Addison, TX 75001
97272xxxx8 adv*****@b*******.com 2548 2 2500
Oak Wealth Management 1 Fayette St, Conshohocken, PA 19428
83362xxxx0 ale***********@o*****.com
Road Manager Financial Services Inc 1600 E Pioneer Pkwy, Arlington, TX 76010 81730xxxx0 aar****@f***.com 3384 3500
Financial Life Planning, LLC 10000 Lincoln Dr E Ste 201, Marlton, NJ 08053
85698xxxx0 ego*******@f*********.net
Ricker Retirement Specialist 6600 Naaman Forest Blvd, Garland, TX 75044
97253xxxx5 cat**@c*********.com
Allstate Personal Financial Representative: Tina Wood 2001 Auburn Hills Pkwy Ste 201, Mckinney, TX 75071
46975xxxx1 a****00@a*******.com
Closed 1105 Alexis Ct, Mansfield, TX 76063
81722xxxx5 *id*@g****.com
Nehrbas Wealth Management of Janney Montgomery Scott 40 Morris Ave Ste 200, Bryn Mawr, PA 19010
61052xxxx0 acr*******@j*****.com
Simple Shade Wealth Management of Raymond James 6303 Cowboys Way Ste 425, Frisco, TX 75034
46937xxxx5 rob***********@r***********.com
Greg Leisey - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx3
Edward Jones - Financial Advisor: Marshall A Humphrey 1200 Summit Ave, Fort Worth, TX 76102
81782xxxx4 a.j*********@e**********.com 87400 100000
Edward Jones - Financial Advisor: Jesse R Vaughn II 125 S Arch St, Royse City, TX 75189
97263xxxx4 a.j*********@e**********.com 6 87395 100000 5 1
Edward Jones - Financial Advisor: Bob Mason, CFP®|AAMS™ 373 Egg Harbor Rd, Sewell, NJ 08080
85658xxxx2 a.j*********@e**********.com
Acacia Financial Group Inc 305 Fellowship Rd, Mount Laurel, NJ 08054 85623xxxx6
MassMutual Dallas-Fort Worth 14241 Dallas Pkwy Ste 1200, Dallas, TX 75254
97234xxxx0 aar*********@f*************.com 588 56 621
Ky L Fiser - Private Wealth Advisor, Ameriprise Financial Services 4144 N Central Expy Ste 538, Dallas, TX 75204
21442xxxx0 dns*****@a***.com
RBC Wealth Management Branch - Dallas Executive 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx0 rbc*********@r**.com 14312 16000
Imax Credit Repair Firm 100 Pine St, Ste 1250 San Francisco, CA 94111
41554xxxx8 ali@i*********.com 5 25 4.9 161
Edward Jones 1930 E Rosemeade Pkwy, Carrollton, TX 75007
97239xxxx3 a.j*********@e**********.com 88653 101000
L.I.F.E. Solutions Management Group, LLC 15922 Eldorado Pkwy Ste 500, Frisco, TX 75035 21459xxxx0
Edward Jones - Financial Advisor: Cameron Cornali, CRPC™ 100 N Central Expy Ste 411, Richardson, TX 75080
97290xxxx8 a.j*********@e**********.com 21
Edward Jones - Financial Advisor: Ed Dixon III 5566 Main St Ste 204, Frisco, TX 75033
97266xxxx9 a.j*********@e**********.com 88573 101000
McCabe Capital Managers 100 Matsonford Rd, Wayne, PA 19087 61097xxxx1
Ronald Zeitz - UBS Financial Services Inc. 501 Fellowship Rd Ste 302, Mount Laurel, NJ 08054
85659xxxx0 abc*******@u**.com
Travis Ladner - Financial Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 36 42
Fritzie Connally - Financial Advisor, Ameriprise Financial Services 1612 Summit Ave Ste 410, Fort Worth, TX 76102
81721xxxx0 dns*****@a***.com
New York Institute of Finance 160 Broadway 15th floor, New York, NY 10038
34784xxxx1 ade******@n***.com 4.7 60 7052 7500
Edward Jones - Financial Advisor: Trent Marsh 2600 Eldorado Pkwy Ste 260, Mckinney, TX 75070
21449xxxx2 a.j*********@e**********.com 5 4 88653 101000
Edward Jones - Financial Advisor: Richard G. Moulton 333 E Bethany Dr Ste C130, Allen, TX 75002
97254xxxx5 a.j*********@e**********.com 88653 101000
Edward Jones - Financial Advisor: Tyler J Holloway 2966 Park Hill Dr, Fort Worth, TX 76109 81720xxxx3
Edward Jones - Financial Advisor: Justin J Nelson 2815 W Southlake Blvd Ste 140, Southlake, TX 76092
81737xxxx6 a.j*********@e**********.com 121 123
Ian Gallagher - Financial Advisor, Ameriprise Financial Services Five Greentree Center 525 Route 73 N Ste 200, Marlton, NJ 08053
85679xxxx0 dns*****@a***.com
American Financial Management 5500 Pearl St Suite 250, Rosemont, IL 60018
84725xxxx0 bmi***@a******.com 3 6
Edward Jones - Financial Advisor: Mason G Williams 8080 N Central Expy Ste 1440, Dallas, TX 75206
21432xxxx4 a.j*********@e**********.com 217 220
Starfish Partners 5908 Headquarters Dr Ste K200, Plano, TX 75024 97261xxxx0
The Glosser Group 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx4 rbc*********@r**.com
Rose Valley Asset Management 21 W Front St, Media, PA 19063
48444xxxx2 bhu**@r**************.com
Kelly Just - Private Wealth Advisor, Ameriprise Financial Services 8309 Whitley Rd Ste 101, Watauga, TX 76148
81742xxxx0 amy********@a***.com
Edward Jones - Financial Advisor: Bill Fruit, ChFC® 935 W Exchange Pkwy Bldg B, Allen, TX 75013
97272xxxx0 a.j*********@e**********.com 88573 101000
Edward Jones - Financial Advisor: Jonathan B Murry 6301 Gaston Ave Ste 725, Dallas, TX 75214
21482xxxx2 acc**********@e**********.com
Tax Planners of Texas 8117 Preston Rd Ste 300, Dallas, TX 75225
21461xxxx1
Prism Financial Group 803 N Ringgold St, Philadelphia, PA 19130
80077xxxx9 del****@p******.com
Edward Jones 2007 N Collins Blvd Ste 401, Richardson, TX 75080
97223xxxx8 a.j*********@e**********.com 10
Virgin USA 65 Bleecker St #6, New York, NY 10012 21249xxxx0 4.2 6
Edward Jones - Financial Advisor: Cody Page 1430 Robinson Rd Ste 230, Corinth, TX 76210 94089xxxx9
Ag Resource Management 420 Throckmorton St Ste 1100, Fort Worth, TX 76102
68230xxxx7 bti**@a******.com
Public Financial Management 750 N Saint Paul St, Dallas, TX 75201
21488xxxx1 alt******@p**.com
Gavin Bobo - Financial Advisor, Ameriprise Financial Services 525 Route 73 N Ste 215, Marlton, NJ 08053
60996xxxx7 dns*****@a***.com
Money Management International 5680 King Centre Dr suite # 600, Alexandria, VA 22315
70383xxxx6 ada********@m**************.org 4.6 11
TIAA Financial Services 201 King Of Prussia Rd Ste 650, Radnor, PA 19087
80084xxxx0 acc******************@t***.org 90953 535 91000
Jackson Hewitt Tax Service 3600 Gus Thomasson Rd Ste 142, Mesquite, TX 75150
80041xxxx3 4.7 178 264397 9666 262000
Eugene Weinstein - Private Wealth Advisor, Ameriprise Financial Services 945 Stockton Dr Unit 2100, Allen, TX 75013
21444xxxx0 dns*****@a***.com
Inclusive Wealth Management - Ameriprise Financial Services 2221 E Lamar Blvd Ste 220, Arlington, TX 76006
68232xxxx9 dns*****@a***.com 394 426
Richard Petty - RBC Wealth Management Financial Advisor 3230 Camp Bowie Blvd Ste 750, Fort Worth, TX 76107
81733xxxx8 rbc*********@r**.com
Edward Jones - Financial Advisor: Don Scott Marable 407 Throckmorton St Ph 510, Fort Worth, TX 76102
81734xxxx9 a.j*********@e**********.com 87319 99000
Simplify Financial Planning 115 Sansome St Ste 200 San Francisco, CA 94104
41526xxxx3 aje*@s****************.com 5 11
Edward Jones - Financial Advisor: John W Chapman 6618 Fossil Bluff Dr, Fort Worth, TX 76137
68228xxxx7 a.j*********@e**********.com 87400 100000
Omega Payment Systems Inc - CLOSED 13663 Jupiter Rd, Dallas, TX 75238
Edward Jones - Financial Advisor: Mark R Hendrick, CRPC™ 2600 N Central Expy Ste 625, Richardson, TX 75080
97223xxxx5 a.j*********@e**********.com 229 229
Appalonia Tankersley - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx2 dec*****************@r**.com
Charles R Green & Associates 669 Airport Fwy Ste 405, Hurst, TX 76053
81728xxxx0 inv***@c************.com
Tristate Financial Advisors 100 S Broad St Ste 1801, Philadelphia, PA 19110
21566xxxx2 inf*@f********.com 4.9 42 413 27 471
Investors Asset Management, Inc. 5000 Legacy Dr Ste 180, Plano, TX 75024 97298xxxx2
Edward Jones 1117 Bedford Rd, Bedford, TX 76022
81728xxxx8 a.j*********@e**********.com 88581 101000
Rockefeller Capital Management One Tower Bridge 100 Front Street Suite 1325, Conshohocken, PA 19428
48420xxxx0 abc****@r*****.com
Michael Rama - Financial Advisor, Ameriprise Financial Services 5 E Germantown Pike, Plymouth Meeting, PA 19462
48456xxxx4 dan***********@a***.com
John DiPietro - Financial Advisor, Ameriprise Financial Services 57 S Broadway Ste C, Pitman, NJ 08071
85621xxxx0 ale**********@a***.com 214
Citrine Capital 535 Mission St Fl 14 San Francisco, CA 94105
41549xxxx2 inf*@c*********************.com 4.7 14 5 32
Kept Records, LLC 2140 E Southlake Blvd, Ste L-253,, Southlake, TX 76092
81725xxxx9 smi**@k*************.com
Wilkowski, Bob 98 Charlotte Ave, Southampton, PA 18966 21594xxxx1
TDECU Garland 1920 Northwest Hwy, Garland, TX 75041
80083xxxx4 aka***@t****.org 2.5 59 21110 1572 21000
Robert J. Frey - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx7 rob***********@r**.com 161 161
Creative Financial Group 16 Campus Blvd, Newtown Square, PA 19073
61032xxxx0 aca****@1********.com
VRM Mortgage Services 4100 International Pkwy Ste 1000, Carrollton, TX 75007
85584xxxx4 aas******@v****.com 793 9 913
Edward Jones - Financial Advisor: James W Park 1608 Airport Fwy Ste 200, Bedford, TX 76022 81728xxxx8
Kemery Investment Group, LLC P.O. Box 748 141 Center Street, Sewell, NJ 08080 84427xxxx1
Billy Yarbrough - Private Wealth Advisor, Ameriprise Financial Services 1200 Summit Ave Ste 860, Fort Worth, TX 76102
81721xxxx9 alb************@a***.com 395 8 402
Fousie Wealth Management Carrollton TX, 75006, Carrollton, TX 75006
97241xxxx4 lar*********@f*******.com
Edward Jones - Financial Advisor: Steven W Smith 305 Creek Crossing Blvd, Hainesport, NJ 08036
60926xxxx3 acc**********@e**********.com 5 6
Guardian Financial Management 1422 W Main St Ste 200, Lewisville, TX 75067 46968xxxx7 adm**@g**************************.com 5 14 262 3 268
Stifel | Winter Wealth Management Group 550 Reserve St Ste 625, Southlake, TX 76092
81786xxxx0 bam******@s*****.com 4884 5300
Nextvest, LLC 501 Elm St Ste 450, Dallas, TX 75202
71345xxxx8 5 2
Edward Jones - Financial Advisor: Kellsie Simons 320 S Oak St Ste 208, Roanoke, TX 76262
81749xxxx2 a.j*********@e**********.com 70
Edward Jones - Financial Advisor: Greg Gideon 6344 Davis Blvd Ste 100, North Richland Hills, TX 76180
81742xxxx0 a.j*********@e**********.com 237 263
Edward Jones - Financial Advisor: Kristina M Quinlan 1021 Long Prairie Rd, Flower Mound, TX 75022
97231xxxx9 a.j*********@e**********.com 87358 99000
Edward Jones - Financial Advisor: Jesse Abercrombie 5850 Granite Pkwy Ste 215, Plano, TX 75024
46960xxxx7 a.j*********@e**********.com 88653 101000
Peak Financial Group - Ameriprise Financial Services 2840 W Southlake Blvd Ste 120, Southlake, TX 76092
81752xxxx2 dns*****@a***.com
Leon Scheffler - Financial Advisor, Ameriprise Financial Services 2840 W Southlake Blvd Ste 120, Southlake, TX 76092
81763xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Sandi Dinehart 5080 Virginia Pkwy Ste 200, Mckinney, TX 75071
97252xxxx0 a.j*********@e**********.com 116 120
Edward Jones - Financial Advisor: Robert Segovia 203 George Hopper Rd Ste 200, Midlothian, TX 76065
97277xxxx9 a.j*********@e**********.com 5 3
Edward Jones 6449 Coit Rd Ste 110, Frisco, TX 75035 97233xxxx7 a.j*********@e**********.com 88653 101000
Friendship Mortgage Company - CLOSED 2416 W Ledbetter Dr, Dallas, TX 75233
Wells Fargo Bank 3431 California St, San Francisco, CA 94118
41554xxxx3 aar**********@w*********.com 4 13 3.2 23 153189 11
Edward Jones - Financial Advisor: Rob Molard 1200 Summit Ave, Fort Worth, TX 76102
81782xxxx4 a.j*********@e**********.com 87400 100000
Fortune Wealth Management 12222 Merit Dr, Dallas, TX 75251
97271xxxx2 bow***@f**********************.com
Edward Jones - Financial Advisor: Evan L Esselman, AAMS™ 714 Ferris Ave, Waxahachie, TX 75165
97293xxxx0 a.j*********@e**********.com 87314 99000
Livingstone John 525 Route 73 N Ste 107, Marlton, NJ 08053 85698xxxx2
Summit Rockwall Wealth Managers 1101 Ridge Rd Ste 203-204, Rockwall, TX 75087 97263xxxx3
Hearthstone Financial, Inc. 16610 Dallas Pkwy Ste 1700, Dallas, TX 75248
46991xxxx7 dqu***@h*******************.com
Edward Jones - Financial Advisor: Marion D Hostetler 1229 E Pleasant Run Rd Ste 220, Desoto, TX 75115 46954xxxx1
Edward Jones - Financial Advisor: Regina Partida 1251 W Green Oaks Blvd Ste 150, Arlington, TX 76013
81742xxxx6 a.j*********@e**********.com 67 75
Edward Jones - Financial Advisor: Tim Coolman 445 S Denton Tap Rd Ste 120, Coppell, TX 75019
97274xxxx7 a.j*********@e**********.com 88581 101000
Andrew G Douthit - Financial Advisor, Ameriprise Financial Services 8751 Collin Mckinney Pkwy Ste 301, Mckinney, TX 75070
97286xxxx5 and***********@a***.com 132 78 136
Edward Jones - Financial Advisor: Tim Schirmer 2727 W Second Street, Suite 304, Hastings, NE 68901
40246xxxx5 a.j*********@e**********.com 5 3 87937 100000
The Princeton Group 457 Haddonfield Rd Ste 705, Cherry Hill, NJ 08002
85645xxxx0 car*******@t**************.com
Winkler Johnson Group 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx0
Harper & Alexander Wealth Management - Ameriprise Financial Services 1612 Summit Ave Ste 410, Fort Worth, TX 76102
81721xxxx9 car***********@a***.com
RBC Wealth Management Branch - Conshohocken 181 Washington St Ste 500, Conshohocken, PA 19428
48453xxxx0
RBC Wealth Management 1320 S University Dr, Fort Worth, TX 76107
81733xxxx5
Crest Financial Group 2300 E Lincoln Hwy, Langhorne, PA 19047
21575xxxx0 bpo********@c******************.com
Elite Financial Management 5420 Lyndon B Johnson Fwy Ste 275, Dallas, TX 75240
21423xxxx5 bde***@e******.net
Edward Jones 309 W Eldorado Pkwy Suite 104, Little Elm, TX 75068
97298xxxx0 a.j*********@e**********.com 87318 99000
Alexander Financial Management 801 Stadium Dr, Arlington, TX 76011
81727xxxx9 ale***@r*****************.com
Edward Jones - Financial Advisor: John D Garcia 8214 Westchester Dr, Dallas, TX 75225
21436xxxx8 a.j*********@e**********.com 87937 100000
Edward Jones - Financial Advisor: Sean T Gingrich 2260 Highland Village Rd Ste 300, Highland Village, TX 75077
97231xxxx8 a.j*********@e**********.com 88653 101000
Elite Financial Management 6190 Lyndon B Johnson Fwy, Dallas, TX 75240 21423xxxx5
Edward Jones - Financial Advisor: Kyler A Hill 2711 Lyndon B Johnson Fwy Ste 122, Dallas, TX 75234
97224xxxx1 a.j*********@e**********.com 2 14 2
Edward Jones - Financial Advisor: Mike Patel 5080 Virginia Pkwy Ste 200, Mckinney, TX 75071
97252xxxx0 acc**********@e**********.com 88653 101000
Pari Hashemi Magura - RBC Wealth Management Financial Advisor 181 Washington St Ste 500, Conshohocken, PA 19428
61072xxxx1
Edward Jones - Financial Advisor: Dick Stevens 2760 Virginia Pkwy, Mckinney, TX 75071
97256xxxx5 a.j*********@e**********.com 87358 99000
Clarity Financial Group 1701 River Run, Fort Worth, TX 76107
81733xxxx0 aar**@o************.com 15
Kelman and Magliari Advisory Group - Ameriprise Financial Services 2070 Butler Pike, Plymouth Meeting, PA 19462
61039xxxx7 dns*****@a***.com 748 741
Keystone Financial Management 399 E Baltimore Ave, Media, PA 19063 61089xxxx1
Edward Jones - Financial Advisor: Kolburn W Conway, CFP®|CIMA®|AAMS™ 5310 N Tarrant Pkwy Ste 120, Fort Worth, TX 76244
81757xxxx7 a.j*********@e**********.com 26 2 25
Christopher Bastos - Financial Advisor, Ameriprise Financial Services 3000 Atrium Way Ste 510, Mount Laurel, NJ 08054
85666xxxx0 chr***************@a***.com
Measom Financial 5592 Davis Blvd, North Richland Hills, TX 76180
68232xxxx0 aar************@r***********.com 17532 18000
J & B Asset Management 5600 E Loop 820 S, Fort Worth, TX 76119 81787xxxx0
Edward Jones - Financial Advisor: Jeff Butcher 6951 Virginia Pkwy Ste 305, Mckinney, TX 75071 21459xxxx3
Provident Credit Union 2171 Junipero Serra Blvd, Suite 150 Daly City, CA 94014
65099xxxx9 aal*******@p**********.org 4.4 108 5914 90 5800
Zeph Rouquette - Financial Advisor, Ameriprise Financial Services 3610 Shire Blvd Ste 212, Richardson, TX 75082
21442xxxx4 amy******@a***.com
Edward Jones - Financial Advisor: Larry V Daniels 3 Valley Sq Ste 304, Blue Bell, PA 19422
21596xxxx2 a.j*********@e**********.com
Banc One Securities Corp 1000 W Centerville Rd, Garland, TX 75041 97261xxxx3
Boston Enterprises Investment Group 1801 N Hampton Rd Ste 382, Desoto, TX 75115
46958xxxx0 inf*@b*********.com 5 657
Edward Jones - Financial Advisor: Lindsay O Strange 1320 S University Dr, Fort Worth, TX 76107
81781xxxx3 a.j*********@e**********.com 87400 100000
Phil Smiley - Private Wealth Advisor, Ameriprise Financial Services 1200 Summit Ave Ste 860, Fort Worth, TX 76102
81721xxxx9 amb***********@a***.com 391 8 398
Cpf Texas 2500 Dallas Pkwy, Plano, TX 75093
21469xxxx3 cli****@c*******.com
Edward Jones - Financial Advisor: Casey Neil 4533 Heritage Trace Pkwy Ste 1415, Fort Worth, TX 76244
81756xxxx1 a.j*********@e**********.com 88653 101000
JP Morgan Asset Management 2200 Ross Ave, Dallas, TX 75201
21496xxxx5 aar***********@j*******.com 91446 118000
Jake Terry - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
94530xxxx4
Financial Coaching 2340 W Interstate 20 Ste 204, Arlington, TX 76017
81727xxxx4 ame******************@a***.com 5 1 132659 134000
Victory Partners, LLC 5949 Sherry Ln Ste 900, Dallas, TX 75225
21425xxxx0 ara***@v*****************.com
Allstate Personal Financial Representative: Dana Lundquist 3939 Belt Line Rd Ste 275, Addison, TX 75001
97225xxxx6 a****00@a*******.com
Edward Jones - Financial Advisor: Melissa S Rankin 6642 N Riverside Dr Unit 630, Fort Worth, TX 76137
68225xxxx8 a.j*********@e**********.com 85 7 86
Chelsea Alexander - Financial Advisor, Ameriprise Financial Services 1612 Summit Ave Ste 410, Fort Worth, TX 76102
81721xxxx9 car***********@a***.com
Global Advisor Group, LLC 1939 Roland Clarke Pl STE 400, Reston, VA 20191
70340xxxx0 d-j@g*****************.com 3 2 54 60
The Cordiak Group 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx8 rbc*********@r**.com 47 49
Edward Jones - Financial Advisor: Silvia M Chaves 100 Ridge Rd Ste 23, Chadds Ford, PA 19317
61035xxxx7 a.j*********@e**********.com
Boathouse Capital Management 353 W Lancaster Ave, Wayne, PA 19087
61068xxxx7 and*********@b***************.com 17 4 18
White Capital Management Inc 8350 Meadow Rd Ste 162, Dallas, TX 75231 97238xxxx0
Ayres Financial Group 14785 Preston Rd Ste 175, Dallas, TX 75254 97298xxxx0 c3b*************************************@w*****************.com 18 3700
Bessemer Trust Private Wealth Management Dallas TX 300 Crescent Ct Ste 800, Dallas, TX 75201
21498xxxx0 a@b*******.com 4 1
Kevin Leonard - Private Wealth Advisor, Ameriprise Financial Services 161 Washington St Ste 1300, Conshohocken, PA 19428
61089xxxx2 ale***************@a***.com 43 54
Burgess Financial Planning 177 Post St Ste 600 San Francisco, CA 94108
41552xxxx1 c18*****************************@s*****.wixpress 4.9 36
Southside Bank 2831 W Park Row Dr, Arlington, TX 76013
81786xxxx6 a.a******@s********.com 4.4 25 5904 237 6200
Jim Cannon - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx3
Belmont Financial Group 2999 Turtle Creek Blvd, Dallas, TX 75219 21452xxxx1 1 1
InVision Capital Advisor 18 Bartol St Ste 1233 San Francisco, CA 94133
65091xxxx8 5 2
Edward Jones Investments 1316 Canary Ln, Forney, TX 75126 97256xxxx4
Roy S Hansen Jr - Private Wealth Advisor, Ameriprise Financial Services 525 Route 73 N Ste 303, Marlton, NJ 08053
60965xxxx0 dns*****@a***.com
Knight Financial Services - Heidi Knight CPA 1701 River Run Ste 1011, Fort Worth, TX 76107 81787xxxx1
Edward Jones - Financial Advisor: Phil Nelson 620 North St Joseph Ave, Suite 1, Hastings, NE 68901
40283xxxx2 a.j*********@e**********.com 5 3 88653 101000
Courtney Cargill - Financial Advisor, Ameriprise Financial Services 1000 Howard Blvd Ste 400, Mount Laurel, NJ 08054
60951xxxx6 amy*****@a***.com
Edward Jones - Financial Advisor: Makenna N Wagoner 4502 River Oaks Pkwy Ste 100, Garland, TX 75044
97245xxxx4 a.j*********@e**********.com 86249 23
Jay Sondhi, U.S. Bank Home Mortgage 1998 Mountain Blvd, Oakland, CA 94611
51039xxxx0 all*********@a*****.usbank 5 53 5 131 345310 5614 347000
Edward Jones - Financial Advisor: Jeff Stewart 140 Old Town Blvd N Ste 200, Lantana, TX 76226
94046xxxx0 a.j*********@e**********.com 117 31 130
Terry Lee - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx4
Edward Jones - Financial Advisor: Justin J Nelson 1125 S Ball St Ste 104, Grapevine, TX 76051 68247xxxx9 a.j*********@e**********.com 87318 99000
Alex Swisher - Financial Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 ale*********@a***.com 1102 3 1100
BBVA Compass 1600 Airport Fwy, Bedford, TX 76022 81754xxxx5
Bruce Lewin - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx8 bec**********@r**.com
Edward Jones - Financial Advisor: Jaime D Holland, CFP®|ChFC®|AAMS™ 4460 E Main St Ste C, Midlothian, TX 76065
97272xxxx9 a.j*********@e**********.com 33
Point Bridge Capital 300 Throckmorton St, Fort Worth, TX 76102
81752xxxx0 con****@i****************.com 414 420
Edward Jones - Financial Advisor: Donovan Bailey, AAMS™ 3001 Fm 2181 Ste 500, Corinth, TX 76210
94032xxxx3 a.j*********@e**********.com 88572 101000
John Shimp - Private Wealth Advisor, Ameriprise Financial Services 1717 Langhorne Newtown Rd Ste 125, Langhorne, PA 19047
61082xxxx9 dns*****@a***.com 1000
GDS Wealth Management 2910 Lakeside Village Blvd, Flower Mound, TX 75022
46921xxxx2 car****@g********.com 4.9 40
Edward Jones - Financial Advisor: Paul D Alwine 1004 N Bowen Rd, Arlington, TX 76012
81727xxxx8 a.j*********@e**********.com 87358 99000
Christopher R. VanDusen - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
44594xxxx9 rbc*********@r**.com
Edward Jones - Financial Advisor: Damion Robertson 4645 Wyndham Ln Ste 100, Frisco, TX 75033
21440xxxx5 a.j*********@e**********.com 42 2 56
Edward Jones - Financial Advisor: Stacy R Carrington, CRPC™ 1400 Preston Rd Ste 275, Plano, TX 75093
97259xxxx7 a.j*********@e**********.com 2 4 9
Linden Asset Management 302 Carpenter Ln, Philadelphia, PA 19119 21599xxxx1
Michael Quinn - Financial Advisor, Ameriprise Financial Services 1000 Howard Blvd Ste 400, Mount Laurel, NJ 08054
85635xxxx1 dns*****@a***.com
Edward Jones 1705 W University Dr Ste 121, Mckinney, TX 75069 97254xxxx5 a.j*********@e**********.com 87318 99000 3 1
Bob Martin - Raymond James 214 W Main St, Moorestown, NJ 08057
85623xxxx0 aar************@r***********.com
SWS Financial Inc 7001 Preston Rd Ste 404, Dallas, TX 75205 21421xxxx2
Glazer Financial Network 13747 Montfort Dr Ste 260, Dallas, TX 75240
97238xxxx7 abr****@g**************.com 2194 98 2200
Egan-Jones Ratings Co 61 Haverford Station Rd, Haverford, PA 19041
61064xxxx4 ahu***@e*********.com
Capital Alliance Corporation 2777 N Stemmons Fwy Ste 1220, Dallas, TX 75207
21463xxxx0 aid*******@c*******.com
Dean Jacobson Financial Service 3112 W 4th St, Fort Worth, TX 76107
81733xxxx4 cli***********@d***********.com 5 1
Crecera Finance Managment Company 1 Maritime Plz Ste 1470 San Francisco, CA 94111
41539xxxx4
CamaPlan 122 E Butler Ave Ste 100, Ambler, PA 19002
21528xxxx8 bco**@c*******.com
Lula Financial 66 Franklin St Fl 3 Oakland, CA 94607
41563xxxx7 ami*@l************.com 4.2 19 4.9 52
Edward Jones - Financial Advisor: Jake Richter 101 Summit Ave, Fort Worth, TX 76102
81787xxxx8 a.j*********@e**********.com 88653 101000
Edward Jones - Financial Advisor: Ron Newlin 1812 Justin Rd, Lewisville, TX 75077
97231xxxx8 a.j*********@e**********.com 88582 101000
Brian Callahan - Financial Advisor, Ameriprise Financial Services 5 E Germantown Pike, Plymouth Meeting, PA 19462
61083xxxx9 bri*************@a***.com
American Express 507 Hinsdale Dr, Arlington, TX 76006 81720xxxx8 aar**@a**************.com 906718 79
Acacia Financial Group 13000 Lincoln Dr W Ste 206, Marlton, NJ 08053
85623xxxx6 adi*******@a********.com
Stedmark Partners at Janney Montgomery Scott 1717 Arch St 21st Fl, Philadelphia, PA 19103
21566xxxx0 pl**@j*****.com
RBC Wealth Management 4965 Preston Park Blvd Ste 260, Plano, TX 75093
46942xxxx5
Stanley Brannum Wealth Management Group 101 Summit Ave, Fort Worth, TX 76102
81766xxxx0
Nabiha Khan 336 Route 70 W, Marlton, NJ 08053
85660xxxx6 abc*******@t*.com 844167 7649 849000
Prospera Financial Services Inc 201 Main St, Fort Worth, TX 76102 81733xxxx2
Edward Jones - Financial Advisor: Gatlan L Turk, AAMS™ 132 N 8th St, Midlothian, TX 76065
97277xxxx0 a.j*********@e**********.com 87318 99000
Sproles Woodard LLP 777 Main St, Fort Worth, TX 76102
81733xxxx8 aca***@s******.com 102
First Albany Capital Inc 15950 Dallas Pkwy Ste 525, Dallas, TX 75248 97236xxxx6
Edward Jones - Financial Advisor: Russell D Clark, AAMS™|CRPC™ 2693 N Highway 77 Ste 101, Waxahachie, TX 75165
97293xxxx9 a.j*********@e**********.com 137 140
Joseph Spanfelner - Financial Advisor, Ameriprise Financial Services 3000 Atrium Way Ste 510, Mount Laurel, NJ 08054
85666xxxx0 dns*****@a***.com
The Garvey-Clark Wealth Management Group - UBS Financial Services Inc. 101 W Elm St Ste 200, Conshohocken, PA 19428
21549xxxx9 abc*******@u**.com
Edward Jones 182 S Collins Rd Suite 100, Sunnyvale, TX 75182
97220xxxx3 a.j*********@e**********.com 90 90
Todd Pace - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
43268xxxx5 bec**********@r**.com
Joe Graff - Financial Advisor, Ameriprise Financial Services 2840 W Southlake Blvd Ste 120, Southlake, TX 76092
81755xxxx2 dns*****@a***.com
Edward Jones - Financial Advisor: Mitchell J Polkowske 10220 Midway Rd, Dallas, TX 75229
21435xxxx5 a.j*********@e**********.com 87937 100000
USA Credit Aid 10304 Eaton Pl Suite 100-1005, Fairfax, VA 22030
88852xxxx3 inf*@u***********.com 5 2
Tiffany Won - State Farm Insurance Agent 1250 Missouri St, Unit 305 San Francisco, CA 94107
41563xxxx2 tif****@t*********.com 5 232 5 195 456 2 464
Edward Jones - Financial Advisor: Lynnlee K Maroney 2453 Forest Park Blvd, Fort Worth, TX 76110 81792xxxx6
Robert Boland - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx2 rbc*********@r**.com
Edward Jones - Financial Advisor: Jamahl C Williams 205 W Louisiana St Ste 202, Mckinney, TX 75069 21485xxxx4
Edward Jones - Financial Advisor: Melvin L McNeal Jr 505 Woodbridge Pkwy Ste 200, Wylie, TX 75098
97267xxxx6 a.j*********@e**********.com 87395 100000
Echelon Investment Management | Jim Tindall and James Mathis 408 W 8th St, Dallas, TX 75208
80633xxxx1
Christopher J Heiser - Private Wealth Advisor, Ameriprise Financial Services Five Greentree Center 525 Route 73 N Ste 200, Marlton, NJ 08053
85679xxxx0 ale***************@a***.com 623 653
Barry New - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx4 joh*******@c*.rbcwealthmanagement 14312 16000
Valuescope Inc 950 E State Highway 114, Grapevine, TX 76092
81748xxxx5 aho@v************.com 45 11 45
Raymond James Financial Services 2201 Dottie Lynn Pkwy Ste 139, Fort Worth, TX 76120
81746xxxx0
Tate Wealth Management 1600 Airport Fwy Ste 338, Bedford, TX 76022
81752xxxx3 inf*@t*********.com
RBC Wealth Management Branch - Fort Worth 3230 Camp Bowie Blvd Ste 750, Fort Worth, TX 76107
81733xxxx5 joh*******@c*.rbcwealthmanagement 13932 15000
Fiduciary Financial Services Wealth Management 13155 Noel Rd Ste 750, Dallas, TX 75240
97293xxxx0 cec***********@f***.net
Beig Telco 1801 N Hampton Rd Ste 382, Desoto, TX 75115
46958xxxx3
Morgan Keegan And Company Inc 500 Throckmorton St, Fort Worth, TX 76102 81787xxxx0
Edward Jones - Financial Advisor: Jeff Seibel 2700 Sternberg Dr, Hays, KS 67601
78562xxxx4 a.j*********@e**********.com 87937 100000
Edward Jones - Financial Advisor: Gene Lamis 1300 S University Dr, Fort Worth, TX 76107
81782xxxx6 a.j*********@e**********.com 87400 100000
Edward Jones - Financial Advisor: Clif Clay 1430 Robinson Rd Ste 230, Corinth, TX 76210
94089xxxx9 a.j*********@e**********.com 148 145
Edward Jones - Financial Advisor: Nate Johnson 3612 W 7th St Ste C, Fort Worth, TX 76107 81773xxxx0 a.j*********@e**********.com 104
Edward Jones - Financial Advisor: Alan R Reese 507 S 9th St, Midlothian, TX 76065
97277xxxx1 a.j*********@e**********.com 5 2 179 2 170
Hutto Retirement Advisors, LLC 1109 Cheek Sparger Rd Ste 150, Colleyville, TX 76034 81750xxxx0
Rhodes Securities Inc 306 W 7th St Ste 1000, Fort Worth, TX 76102
81733xxxx5 fwh*******@r***************.com
Kyle Imhof at Buckingham Strategic Wealth 1900 W Kirkwood Blvd Unit 2500C, Southlake, TX 76092
81741xxxx0 adm**@b****************.com 564 8 662
Raza Elahi - TD Wealth Financial Advisor 1240 Bethlehem Pike, Flourtown, PA 19031
26730xxxx9 abc*******@t*.com
Edward Jones 923 York Dr, Desoto, TX 75115 97229xxxx1 a.j*********@e**********.com 87314 99000
Rockefeller Capital Management 300 Crescent Ct Ste 1450, Dallas, TX 75201
97276xxxx0 abc***@r*****.com
Edward Jones - Financial Advisor: David R Gilmore, CFP®|AAMS™ 3504 Corinth Pkwy Ste 130, Corinth, TX 76208
94032xxxx0 acc**********@e**********.com 77
Edward Jones - Financial Advisor: Will Killgo 420 Johnson Rd Ste 202, Keller, TX 76248
81743xxxx7 a.j*********@e**********.com 3 88573 101000
Jennifer Chau - Wells Fargo Home Mortgage 2258 Market St, San Francisco, CA 94114
51068xxxx2 hos*******@w*********.com 5 20
Edward Jones - Financial Advisor: George W Taggart 3608 Preston Rd Ste 227, Plano, TX 75093
97286xxxx3 a.j*********@e**********.com 210 214
Kirk High - RBC Wealth Management Branch Director 3230 Camp Bowie Blvd Ste 750, Fort Worth, TX 76107
81733xxxx8 joh*******@c*.rbcwealthmanagement
Edward Jones - Financial Advisor: Lora M Schneider 213 W 43rd St Ste 700, Hays, KS 67601
78562xxxx3 acc**********@e**********.com 5 3 87937 100000
Edward Jones - Financial Advisor: Jake Turner 10233 E Northwest Hwy, Dallas, TX 75238
21434xxxx8 a.j*********@e**********.com 87937 100000
Edward Jones - Financial Advisor: Marc R Apfelbaum 676 E Swedesford Rd Ste 165, Wayne, PA 19087 48458xxxx7
Barclay Financial Group 4851 Lyndon B Johnson Fwy Ste 510, Dallas, TX 75244
97277xxxx0 kfr*****@b********.com
Kevin Wong - Wilmington Advisors @ M&T 2335 Church Rd, Cherry Hill, NJ 08002
30247xxxx2 alo******@m**.com 93897 2541 96000
Finance Manager Training - F&I School 6 N Main St Suite 320-B, Fairport, NY 14450
85521xxxx5 car****@f*********************.com 4.7 43
APG Wealth Management - Raymond James 3838 Oak Lawn Ave Ste 920, Dallas, TX 75219
21478xxxx8 aar************@r***********.com
Bryan Clintsman at Buckingham Strategic Wealth 1900 W Kirkwood Blvd Unit 2500C, Southlake, TX 76092
81741xxxx0 adm**@b****************.com
Midland Wealth Management 4849 Greenville Ave, Dallas, TX 75206
21436xxxx5
Alfred Dansbury, Bankers Life Agent 1000 Atrium Way Ste 100, Mount Laurel, NJ 08054
85678xxxx1 abc*******@b**********.com 19043 3559 19000
Edward Jones 780 N Watters Rd Ste 130, Allen, TX 75013
21450xxxx1 a.j*********@e**********.com 88653 101000
Edward Jones - Financial Advisor: Jerry Glasser 1099 General Knox Rd Ste 1a, Washington Crossing, PA 18977 21549xxxx2
Edward Jones - Financial Advisor: Chad Rainey, CFP® 321 N Central Expy Ste 300, Mckinney, TX 75070
46991xxxx3 a.j*********@e**********.com 87318 99000
Edward Jones - Financial Advisor: Dave Daly 3909 W Green Oaks Blvd Ste A, Arlington, TX 76016
81744xxxx2 a.j*********@e**********.com 110 107
Edward Jones 1431 N Highway 67 Ste 300, Cedar Hill, TX 75104
97229xxxx9 a.j*********@e**********.com 87318 99000
Joseph Padula - Financial Advisor, Ameriprise Financial Services 161 Washington St Ste 1300, Conshohocken, PA 19428
61089xxxx7 ale***************@a***.com
Lexus Wealth Management 320 Decker Dr Ste 100, Irving, TX 75062 97236xxxx4
Baird Private Wealth Management 4 Sentry Pkwy, Blue Bell, PA 19422
61023xxxx0
Dimov Tax Services 555 4th St, San Francisco, CA 94107
86626xxxx5 ade****@d*******.com 4.9 567 259 296
Financial Management Association 4202 E Fowler Ave # 3331, Tampa, FL 33620
81397xxxx4 ali*@f**.org
Daniel Dioguardi - RBC Wealth Management Financial Advisor 1320 S University Dr Ste 210, Fort Worth, TX 76107
81733xxxx0 ali********@r**.com 12803
Civitas Capital Management 900 Jackson St, Dallas, TX 75202
21423xxxx8 ale********@c*************.com
David H. Ko - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx0
Raymond James Financial Services 130 E 7th St, Concordia, Ks 66901
78524xxxx1 aar************@r***********.com
Dennis Freedman - Financial Advisor, Ameriprise Financial Services 5 E Germantown Pike, Plymouth Meeting, PA 19462
61094xxxx3 ari*********@a***.com 122
Edward Jones - Financial Advisor: Wendy W Seale 14241 Dallas Pkwy Ste 120, Dallas, TX 75254
97223xxxx0 a.j*********@e**********.com
Edward Jones - Financial Advisor: Darryl L Fenton 110 E Belt Line Rd Ste 200, Cedar Hill, TX 75104
97229xxxx5 a.j*********@e**********.com 88581 101000
Edward Jones 15303 Dallas Pkwy, Addison, TX 75001
97266xxxx1 a.j*********@e**********.com 88653 101000
Edward Jones - Financial Advisor: Jeff Fruit 3231 S Carrier Pkwy, Grand Prairie, TX 75052
97226xxxx0 a.j*********@e**********.com 5 2 88653 101000
Brookfield Asset Management 250 Vesey St, New York, NY 10281 21241xxxx0 3.2 5
Edward Jones - Financial Advisor: John P Huegele 119 N Ballard Ave, Wylie, TX 75098
97242xxxx5 a.j*********@e**********.com 87395 100000
Edward Jones - Financial Advisor: Michelle A Willingham, AAMS™|CRPC™ 550 Bailey Ave Ste 355, Fort Worth, TX 76107
81782xxxx9 a.j*********@e**********.com 233 155 235
Edward Jones - Financial Advisor: Scott Marburger 2421 Callender Rd Ste 131, Mansfield, TX 76063
81747xxxx3 a.j*********@e**********.com 204
Allen Smith - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx8
Cary J. Tucker - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx6 rob***********@r**.com 161 161
Edward Jones - Financial Advisor: Neal W Ballance 1115 N Dallas Ave, Lancaster, TX 75146
97222xxxx9 a.j*********@e**********.com 87318 99000
Bryan Vaughn - Private Wealth Advisor, Ameriprise Financial Services 1612 Summit Ave Ste 410, Fort Worth, TX 76102
81721xxxx6 bry***********@a***.com
Wynwood Capital Management 2828 W Parker Rd, Plano, TX 75075 97298xxxx1
Alfred Zarroli - Financial Advisor, Ameriprise Financial Services 3000 Atrium Way Ste 510, Mount Laurel, NJ 08054
85666xxxx5 alf*****************@a***.com
Allstate Personal Financial Representative: Cecil Nutall 4801 Little Rd Ste 119, Arlington, TX 76017
68237xxxx8 a****00@a*******.com
Edward Jones - Financial Advisor: Mark M Ahmadi, CFP®|ChFC® 2300 W White Ave Ste 105, Mckinney, TX 75071
97254xxxx3 a.j*********@e**********.com 159
TIAA Financial Services 1700 Market St 23rd Fl, Philadelphia, PA 19103
21558xxxx0 acc******************@t***.org
Edward Jones - Financial Advisor: Jason B Mann 839 E Main St, Red Oak, TX 75154
97251xxxx4 a.j*********@e**********.com 5 2 87359 99000
DiPietro Financial Group - Ameriprise Financial Services 57 S Broadway Ste C, Pitman, NJ 08071
85621xxxx0 dns*****@a***.com 214
Steven Kalmus - Financial Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1103 1100
Edward Jones - Financial Advisor: Morgan L Bienhoff, CFP®|CEPA®|AAMS™ 102 S Main St, Smith Center, KS 66967
78528xxxx2 a.j*********@e**********.com 4 2 87937 100000
Edward Jones 2321 Cross Timbers Rd Ste 421, Flower Mound, TX 75028 97253xxxx7 a.j*********@e**********.com 88572 101000
Sam Thornal - Private Wealth Advisor, Ameriprise Financial Services 8751 Collin Mckinney Pkwy Ste 301, Mckinney, TX 75070
97286xxxx9 dns*****@a***.com 4.5 2
Woods Financial Group 6112 Mccart Ave Ste 104, Fort Worth, TX 76133
81742xxxx5 dat*****************@i****.de
Edward Jones - Financial Advisor: Jake Sloan 110 E Main St, Beloit, KS 67420
78573xxxx0 a.j*********@e**********.com
Edward Jones - Financial Advisor: Nathan W Prange 1762 Keller Pkwy Ste 200, Keller, TX 76248
81743xxxx9 a.j*********@e**********.com 31 184
Edward Jones - Financial Advisor: Nicholas Hernjak, WMCP® 501 Silverside Rd Ste 124, Wilmington, DE 19809
30279xxxx5 a.j*********@e**********.com
John Terry - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx8 joh*******@c*.rbcwealthmanagement
Joan Nye - Financial Advisor, Ameriprise Financial Services - Closed 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 dns*****@a***.com
Financial Investment and Retirement Managers - Ameriprise Financial Services - Closed 5172 Village Creek Dr Ste 104, Plano, TX 75093
97244xxxx6 dns*****@a***.com
Edward Jones 901 Keller Pkwy Ste G, Keller, TX 76248 81743xxxx9 a.j*********@e**********.com 87318 99000
Edward Jones - Financial Advisor: Nico Lattanzio 5910 N Central Expy Ste 1030, Dallas, TX 75206 21436xxxx0
Samantha N Dinh, CFP - Paragon Financial Planning 550 Park St, Ste 105 Alameda, CA 94501
51022xxxx4 inf*@p*********.com 5 2 5 47
Edward Jones - Financial Advisor: Melissa L Stewart, CKA® 415 W Danieldale Rd Ste 116, Duncanville, TX 75137
97229xxxx0 a.j*********@e**********.com 124 13 124
Zachary Swain - Private Wealth Advisor, Ameriprise Financial Services 8309 Whitley Rd Ste 101, Watauga, TX 76148
81742xxxx0 dns*****@a***.com 46
Zachary Hemple - TD Wealth Financial Advisor 22 W Main St, Moorestown, NJ 08057
60920xxxx0 abc*******@t*.com 844167 7649 849000
Kuttin Wealth Management - Ameriprise Financial Services 2201 N Central Expy Ste 178, Richardson, TX 75080
81741xxxx1 ale*******************@a***.com 2153 11 2100
Dale Morra - TD Wealth Financial Advisor 42 E Baltimore Pike, Media, PA 19063
21553xxxx4 abc*******@t*.com 844711 7813 850000
Charles Jones - Private Wealth Advisor, Ameriprise Financial Services 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri*************@a***.com 1104 1100
Edward Jones - Financial Advisor: Walter D Ashby, AAMS™ 6951 Virginia Pkwy Ste 300, Mckinney, TX 75071
97256xxxx2 a.j*********@e**********.com 87318 99000
TIAA Financial Services 41 University Dr Ste 400, Newtown, PA 18940
80084xxxx2 acc**********@t***.org 90953 535 91000
Emerging Manager Monthly 15 W 26th St, New York, NY 10010
21262xxxx5 inf*@e*********************.com
Eubank Hutson & Associates 5928 W Parker Rd, Plano, TX 75093
97247xxxx4 den*@e***********.com
Principal Financial Group 525 Route 73 N Ste 301, Marlton, NJ 08053
85659xxxx6 a.s****@p********.com 237 3 233
First Global Inc 8150 N Central Expy Ste 500, Dallas, TX 75206
21426xxxx1 ale*******@a******.com 7290 230 7400
Edward Jones - Financial Advisor: Kyle Shelton 1560 N Us 287 Hwy Ste 200, Mansfield, TX 76063
81747xxxx6 a.j*********@e**********.com 231 229
Edward Jones 1560 Highway 287 N Ste 200, Mansfield, TX 76063
81747xxxx6 a.j*********@e**********.com 87318 229
Justin King - Branch Manager, Ameriprise Financial Services 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97224xxxx0 ann*********@a***.com 72
Diana Read - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx6 dia*******@r**.com 31 31
Edward Jones - Financial Advisor: Jonathan Kang 13305 Josey Ln, Dallas, TX 75234 97248xxxx3
Edward Jones 3517 W Biddison St Suite 4, Fort Worth, TX 76109
81792xxxx7 a.j*********@e**********.com 87318 99000
Allstate Personal Financial Representative: Greg Ryan 408 S Main St Ste A, Mansfield, TX 76063
97298xxxx4 a****00@a*******.com
Waddell & Reed 12770 Coit Rd Ste 708, Dallas, TX 75251
21452xxxx5 aam***@w******.com 20142 238 21000
Cullen Asher (USA) LLC 140 Broadway, New York, NY 10005
21489xxxx1 gth******@c**********.com
Edward Jones - Financial Advisor: Rick Solt 14241 Dallas Pkwy, Dallas, TX 75254
97223xxxx0 a.j*********@e**********.com 87395 100000
Edward Jones - Financial Advisor: Jordan Johnston 700 Central Expy S, Allen, TX 75013
46985xxxx5 a.j*********@e**********.com 88653 101000
RBC Wealth Management Branch - The Star 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx7 wms**********@r**.com 14803 16000
Financial Asset Management Corporation 26 S Greeley Ave, Chappaqua, NY 10514
91423xxxx0 cat**@f*************.com 214 21 217
Randall Crimmings at Buckingham Strategic Wealth 1900 W Kirkwood Blvd Unit 2500C, Southlake, TX 76092
81741xxxx0 adm**@b****************.com 564 8 662
Edward Jones - Financial Advisor: Aadil Khambati 4849 Greenville Ave Ste 1320, Dallas, TX 75206
21436xxxx6 a.j*********@e**********.com
Janney Montgomery Scott 1400 North Providence Road Two Rosetree Suite 3005, Media, PA 19063
61089xxxx0 aal******@j*****.com
Edward Jones - Financial Advisor: Holly A Revelas 943 Kings Hwy Ste 503, West Deptford, NJ 08066 85638xxxx2
Corriente Advisors 201 Main St Ste 1800, Fort Worth, TX 76102 81787xxxx0
Michael J Newman - Financial Advisor, Ameriprise Financial Services Five Greentree Center 525 Route 73 N Ste 200, Marlton, NJ 08053
85679xxxx0 ale***************@a***.com
Anthony J Cifelli Jr - Private Wealth Advisor, Ameriprise Financial Services 1000 Howard Blvd Ste 400, Mount Laurel, NJ 08054
85635xxxx4 aci*****@a***.com 303 316
Edward Jones - Financial Advisor: Donald W Aydon 1400 W Northwest Hwy Ste 220, Grapevine, TX 76051 81742xxxx4
Gilbraltar Wealth Management 200 Gibraltar Rd, Horsham, PA 19044
21595xxxx4 bmi****@g**************.com
North Texas Wealth Managment 6600 Naaman Forest Blvd, Garland, TX 75044 97284xxxx4 amb**@r***************.com
Edward Jones 601 Walnut St Suite 410w, Philadelphia, PA 19106 21592xxxx6 a.j*********@e**********.com
R 1 Financial Group 7616 Lyndon B Johnson Fwy Ste 724, Dallas, TX 75251 21462xxxx0
Tax Magic CPA San Francisco, CA 94116 41560xxxx9 4.7 41
Modern Family Finance Oakland, CA 94612
41529xxxx6 hel**@g*********.co 5 9 269 273
Robert G. Dillenback - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx2 rob***********@r**.com 161 161
Edward Jones 777 Bandit Trl, Keller, TX 76248
81765xxxx1 a.j*********@e**********.com 86249 5
TX INVESTMENT MANAGEMENT 12920 Preston Rd # 300, Dallas, TX 75230 81772xxxx7
Randol Asset Management, Inc. 910 N Collins St, Arlington, TX 76011 81786xxxx9
Edward Jones - Financial Advisor: Richie Kelly II, AAMS™ 560 N Walnut Creek Dr Ste 100, Mansfield, TX 76063
81745xxxx3 a.j*********@e**********.com 88573 101000
Absolute Wealth Management 1489 Baltimore Pike, Springfield, PA 19064
61054xxxx0 bad******@f****************.com
Roy DeCaro - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx0 dec*****************@r**.com
George Pittaoulis - Private Wealth Advisor, Ameriprise Financial Services 3000 Atrium Way Ste 510, Mount Laurel, NJ 08054
85666xxxx0 amy*****@a***.com 5 2
Republic Finance 1751 N Central Expy Ste 800, Mckinney, TX 75070
21459xxxx3 apa*******@r**************.com 2419 2700
Thomas S Robbins - Private Wealth Advisor, Ameriprise Financial Services 27 E Germantown Pike Ste 300, Plymouth Meeting, PA 19462
61083xxxx5 chr**************@a***.com 146 2 148
The Helix Financial Group 909 Lake Carolyn Pkwy Ste 310, Irving, TX 75039
97229xxxx0
Edward Jones - Financial Advisor: Justin B Lemish 100 Country Club Rd, Argyle, TX 76226
94046xxxx0 a.j*********@e**********.com 88582 101000
Independence Wealth Management 7801 Spruce Mill Dr, Morrisville, PA 19067 26739xxxx5
Edward Jones - Financial Advisor: Ryan M Eichner 1420 W Exchange Pkwy Bldg A, Allen, TX 75013
46985xxxx8 abc*******@e**********.com 13 22
Edward Jones - Financial Advisor: John E Marquart, CFP®|CEPA® 100 Lexington St Ste 130, Fort Worth, TX 76102
81780xxxx3 a.j*********@e**********.com 87319 99000
Edward Jones - Financial Advisor: David A Vicha 2150 S Central Expy Ste 170, Mckinney, TX 75070
46990xxxx4 a.j*********@e**********.com 88653 101000
Edward Jones - Financial Advisor: JP Nabers 1402 S Custer Rd Ste 502, Mckinney, TX 75070
46963xxxx4 a.j*********@e**********.com 45 48
Wells Fargo Advisors Financial Network - Closed 420 Throckmorton St, Fort Worth, TX 76102 81761xxxx9 a-w***************@w*****************.com 188381 189000
Deborah Rounick - Associate Manager, Ameriprise Financial Services 161 Washington St Ste 1300, Conshohocken, PA 19428
61089xxxx6 ale***************@a***.com 132 2 133
Expound Wealth Management 6860 Dallas Parkway Ste 200, Plano, TX 75024
46940xxxx3 kan*@e************.com 146 2 143
Edward Jones - Financial Advisor: Stephen A Moyer 130 Almshouse Rd Ste 400, Richboro, PA 18954
61082xxxx5 a.j*********@e**********.com 2
Edward Jones - Financial Advisor: Stephen A Moyer 1 S State St Ste A, Newtown, PA 18940
21557xxxx4 a.j*********@e**********.com
Edward Jones - Financial Advisor: Jimmy Conway 8750 N Central Expy, Dallas, TX 75231
21437xxxx9 a.j*********@e**********.com 88653 101000
Brendan O Reilly - Financial Advisor, Ameriprise Financial Services 1717 Langhorne Newtown Rd Ste 125, Langhorne, PA 19047
61082xxxx9 bre**************@a***.com 193 188
Edward Jones - Financial Advisor: Raymond Glynn 2300 Valley View Ln Ste 430, Irving, TX 75062
97225xxxx5 a.j*********@e**********.com 4 89 90
Callaway Financial Services 301 S Center St, Arlington, TX 76010
81727xxxx7 big**@c****************.com 9
Centaurus Financial Inc 2570 Justin Rd, Lewisville, TX 75077
97296xxxx0 bsg***********@b*********.com 5 2
Edward Jones - Financial Advisor: Adam C McBride 100 E 15th St Ste 310, Fort Worth, TX 76102 81782xxxx5
Ladder Capital Finance 2500 Dallas Pkwy Ste 510, Plano, TX 75093
97254xxxx9 aar*********@l************.com
Edward Jones 413 W Bethel Rd, Coppell, TX 75019
97246xxxx9 a.j*********@e**********.com 88408 101000
Tax Time Financial Services 222 Las Colinas Blvd W Ste 1650, Irving, TX 75039 97286xxxx1 5 4
Edward Jones - Financial Advisor: Kayla Rehnberg, CFP® 608 4th Ave, Holdrege, NE 68949
30899xxxx9 a.j*********@e**********.com 5 1 87937 100000
Sammons Corp 5949 Sherry Ln Ste 1900, Dallas, TX 75225
21421xxxx0 abe******@s*****************.com
Hunter Leisner - Financial Advisor, Ameriprise Financial Services - Closed 203 W Davis St, Mckinney, TX 75069
21454xxxx8 dns*****@a***.com
Scalisi & Bernazzani Financial Services 1635 Irving St, San Francisco, CA 94122 41566xxxx4 4.9 39
Edward Jones - Financial Advisor: Lauren E Kerr 4001 W Green Oaks Blvd, Arlington, TX 76016
81748xxxx7 a.j*********@e**********.com 87358 99000
Fremont Bank 200 Townsend St, San Francisco, CA 94107
41548xxxx1 aar*********@f**********.com 4.2 5 3.2 34 7263 347 7300
Johnson Financial Group 13455 Noel Rd Ste 1000, Dallas, TX 75240
97266xxxx8 abc@m****.com
Fox Financial Management 2129 N Josey Ln, Carrollton, TX 75006
97242xxxx0 add***************@b***********.com 1889 485 2300
Kendall Pfutzenreuter - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx8 the********@r**.com 61
Strategic Financial Planning 6513 Preston Rd, Plano, TX 75024
97240xxxx4 ada**@s**********.com 152 3 157
Optima Asset Management 12222 Merit Dr Ste 1760, Dallas, TX 75251
97272xxxx0
Financial Management Services Inc 5039 A Backlick Rd, Annandale, VA 22003 70325xxxx0 5 1
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 88653 101000
The Crescent Group 100 Crescent Ct Ste 1500, Dallas, TX 75201
21477xxxx1 car****************@r**.com
Bryce Danley - Private Wealth Advisor, Ameriprise Financial Services 1200 Summit Ave Ste 860, Fort Worth, TX 76102
81721xxxx9 ama************@a***.com 96 391 8 398
Edward Jones - Financial Advisor: Jordan D Campsey Sr 201 Town Center Ln Ste 1105, Keller, TX 76248
81774xxxx0 a.j*********@e**********.com 898 86 980
Edward Jones - Financial Advisor: Stacey Holifield, AAMS™|CRPC™ 6642 N Riverside Dr Unit 630, Fort Worth, TX 76137
81751xxxx0 a.j*********@e**********.com 298 303 323
Alethea 4108 Office Pkwy Apt 220, Dallas, TX 75204 21482xxxx7
Tolleson Wealth Management 5500 Preston Rd Ste 250, Dallas, TX 75205
21425xxxx0 aad******@t*************.com
Edward Jones - Financial Advisor: Gerald P Becker 130 Almshouse Rd Ste 400, Richboro, PA 18954
26798xxxx8 a.j*********@e**********.com 88653 101000
Peter Myers - RBC Wealth Management Financial Advisor 100 Crescent Ct Ste 1500, Dallas, TX 75201
21498xxxx5 joh*******@c*.rbcwealthmanagement
Edward Jones - Financial Advisor: Zachary Dickey 5934 Royal Ln Ste 218, Dallas, TX 75230 21436xxxx5
Christopher Steinhauer - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
44594xxxx2 74
US Financial Management Services 300 Corporate Blvd, Robbinsville Twp, NJ 08691
60925xxxx0 aar********@u***.gov 499932 23367 530000
Edward Jones - Financial Advisor: Ashok Agarwalla 546 E Sandy Lake Rd Ste 140, Coppell, TX 75019
97246xxxx4 a.j*********@e**********.com 88581 101000
Edward Jones - Financial Advisor: Michael W Mackey 5601 Democracy Dr Ste 175, Plano, TX 75024
46957xxxx4 a.j*********@e**********.com 223 3 226
Edward Jones - Financial Advisor: Jon Nance 5300 Town And Country Blvd Ste 100, Frisco, TX 75034
97233xxxx5 a.j*********@e**********.com 146 148
Mercer Advisors Wealth Management 100 W Matsonford Rd, Radnor, PA 19087
61086xxxx0 aar********@m*************.com
Jeffrey Butterfield - RBC Wealth Management Financial Advisor 8800 Firethorn Lane, Suite 200, Lincoln, NE 68520
40246xxxx1
The Karkenny Wealth Management Team 181 Washington St Ste 500, Conshohocken, PA 19428
48453xxxx7
Edward Jones - Financial Advisor: Justin George 610 Uptown Blvd 4th Fl, Cedar Hill, TX 75104
97229xxxx2 a.j*********@e**********.com 71
Rippee Financial Management Services 808 S College St, Mckinney, TX 75069 21472xxxx0
Dusti Calander - Private Wealth Advisor, Ameriprise Financial Services 203 W Davis St, Mckinney, TX 75069
21454xxxx8 cal***********@a***.com
Owens & Associates 1901 Long Prairie Rd Ste 130-52, Flower Mound, TX 75022 21445xxxx3
Financial Growth Partners 12110 Sunset Hills Rd #340, Reston, VA 20190
66731xxxx1 a.m*****@y******.com 58 92
Edward Jones - Financial Advisor: Matt Gaughan 234 Mall Blvd Ste 220, King Of Prussia, PA 19406
61026xxxx5 a.j*********@e**********.com
Joe Gill - RBC Wealth Management Financial Advisor 1 Logan Sq, Philadelphia, PA 19103
21555xxxx8
Financial Service Partners 2315 Roosevelt Dr, Arlington, TX 76016 81727xxxx3
Financial Managers Society 621 Washington St, Hoboken, NJ 07030
20165xxxx0 fms*******@f*****.org
Edward Jones - Financial Advisor: David P Smith Jr 5000 Quorum Dr Ste 175, Dallas, TX 75254
46937xxxx7 a.j*********@e**********.com 5 1 88653 101000
Personal Finances Management 1525 E Franklin St, Chapel Hill, NC 27514
91993xxxx2 lin**@d*******************.com
Jon Yenney Financial Advisor 1 W 1st Ave, Conshohocken, PA 19428 61082xxxx0
Investec USA Holdings Corp and Investec Securities (US) LLC 10 E 53rd St 22nd floor, New York, NY 10022 21225xxxx0
Rob Salon - RBC Wealth Management Financial Advisor 181 Washington St Ste 500, Conshohocken, PA 19428
61072xxxx0
APG Asset Management US Inc 666 3rd Ave, New York, NY 10017
91736xxxx0 abd*******@a**.nl 4602 1098 4754
Edward Jones - Financial Advisor: Jeff Sanders 5209 Heritage Ave Ste 300, Colleyville, TX 76034
81754xxxx7 a.j*********@e**********.com 88653 101000
Marc Roberts 22 W Main St, Moorestown, NJ 08057
60992xxxx5 abc*******@t*.com
Charles C Leonard - Financial Advisor, Ameriprise Financial Services Five Greentree Center 525 Route 73 N Ste 200, Marlton, NJ 08053
60367xxxx9 cha************@a***.com 178
A2a Capital Management USA, LLC 548 Silicon Dr Ste 100, Southlake, TX 76092 81725xxxx8
Thelemann Bookkeeping & Tax Service 2829 Saturn Rd Suite # 102 A, Garland, TX 75041
97284xxxx5
Republic Finance 5000 Western Center Blvd Ste 270, Haltom City, TX 76137
81765xxxx7 bal***@r**************.com 2713 3100
Willow Bend Wealth Management 5560 Tennyson Pkwy, Plano, TX 75024
46991xxxx3 chr***@w***********.com
Edward Jones - Financial Advisor: Robert W Mastin V, AAMS™ 530 E Pleasant Run Rd Ste 100, Desoto, TX 75115
97229xxxx1 a.j*********@e**********.com 88581 101000
Prestige Wealth Management 5712 Colleyville Blvd, Colleyville, TX 76034 81757xxxx5
Kuttin Wealth Management - Ameriprise Financial Services 2250 Hickory Rd Ste 110, Plymouth Meeting, PA 19462
61082xxxx6 ali***********@a***.com 2156 11 2200
Rushing Scott Wealth Management 305 Regency Pkwy Ste 305, Mansfield, TX 76063 81722xxxx1 rus*********@l**.com 130 130
Nelson Financial Services, Inc. 747 N Burlington Ave, Suite 307, Hastings, NE 68901
40246xxxx7 aar************@r***********.com
The Atrium Group 3000 Atrium Way Ste 500, Mount Laurel, NJ 08054
85684xxxx0
American Financial Management Inc 2131 Data Office Dr #250, Birmingham, AL 35244
20543xxxx9 bet*@a******.com 86 9
American Express 1500 N Greenville Ave, Richardson, TX 75081
97248xxxx8 aar**@a**************.com 919168 79
Sean Ryan - Financial Advisor, Ameriprise Financial Services Five Greentree Center 525 Route 73 N Ste 200, Marlton, NJ 08053
85679xxxx0 ale***************@a***.com
Edward Jones - Financial Advisor: Andreia K Reese 409 W High St, Terrell, TX 75160
97256xxxx7 a.j*********@e**********.com 87290 99000
Edward Jones - Financial Advisor: Robert J Holman, CFP® 3426 S University Dr, Ft Worth, TX 76109
81792xxxx4 a.j*********@e**********.com 88653 101000
Edward Jones - Financial Advisor: Jon-Erik Schoellhorn 4925 Greenville Ave Ste 1015, Dallas, TX 75206
21436xxxx5 a.j*********@e**********.com 88456 101000
Dynamic Business Solutions 1105 Arwine Ct, Euless, TX 76040
81728xxxx9 adm**@d************.com 5 2
Edward Jones - Financial Advisor: Terry M Pfeifer, AAMS™ 308 N Locust St Ste 304, Grand Island, NE 68801
30838xxxx6 a.j*********@e**********.com 88653 101000
Nick Senderling - RBC Wealth Management Financial Advisor 181 Washington St Ste 500, Conshohocken, PA 19428
48453xxxx2
Segment Consulting 1514 Charleston Cv, Mesquite, TX 75149 98530xxxx1
The Monolith Group 1200 Summit Ave Ste 502, Fort Worth, TX 76102 81733xxxx0
The High Group 3230 Camp Bowie Blvd Ste 750, Fort Worth, TX 76107
81733xxxx8 joh*******@c*.rbcwealthmanagement
Astra Wealth Management Group 5700 Granite Pkwy Ste 330A, Plano, TX 75024
97246xxxx1 amy*******@a*******.com
Dusty Tripp - RBC Wealth Management Financial Advisor 1 Cowboys Way Ste 450, Frisco, TX 75034
97261xxxx9 dus********@r**.com 5 6
Fisher Investments 6500 International Pkwy, Plano, TX 75093
88882xxxx6 aa@f****************.com 3 12 160765 607 158000
Nolan Wealth Management of Janney Montgomery Scott 40 Morris Ave Ste 200, Bryn Mawr, PA 19010
61052xxxx8 abc*******@j*****.com
James Nocito - Private Wealth Advisor, Ameriprise Financial Services 3000 Atrium Way Ste 510, Mount Laurel, NJ 08054
85666xxxx0 dns*****@a***.com
Citiwealth 2101 Cedar Springs Rd, Dallas, TX 75201
21438xxxx9 dns@c*******.com
WINNIE MOU - Financial Advisor, Ameriprise Financial Services 3000 Atrium Way Ste 510, Mount Laurel, NJ 08054
85666xxxx0 dns*****@a***.com 71
Edward Jones - Financial Advisor: Jason M Burd 1107 Mantua Pike Ste 704, Mantua, NJ 08051
85641xxxx0 a.j*********@e**********.com 15
Edward Jones - Financial Advisor: John H Hurlbut 4315 Windsor Centre Trl Ste 700, Flower Mound, TX 75028
97235xxxx7 a.j*********@e**********.com 59 62
Quadcap Wealth Management 16990 Dallas Pkwy Ste 201, Dallas, TX 75248
97281xxxx0 aar********@l**.com 20098 232 21000
US Central Financial Group 321 W 2nd St, Grand Island, NE 68801
80075xxxx3 dar@u*****************.com
Apex Clearing 350 N Saint Paul St Ste 1300, Dallas, TX 75201 21476xxxx0
Taylor Private Wealth Management - Ameriprise Financial Services 1401 Precinct Line Rd, Hurst, TX 76053
81759xxxx2 dns*****@a***.com
Alliance Wealth Management 4601 Old Shepard Pl, Plano, TX 75093
21444xxxx5 and***@a*************.com
Edward Jones - Financial Advisor: Dan Green 1201 W Magnolia Ave, Fort Worth, TX 76104
81792xxxx8 a.j*********@e**********.com 87400 100000
The Wyatt Team 4200 Broadway Ste 2 Oakland, CA 94611
51076xxxx1 aar**@c*******.com 5 261 29 7 34
Allstate Personal Financial Representative: Rodolfo De La Sierra 3200 Broadway Blvd Ste 150, Garland, TX 75043
21433xxxx4 a****00@a*******.com
Edward Jones - Financial Advisor: Jim Kelleher, CFP® 1006 Mantua Pike Ste 4, Woodbury Heights, NJ 08097
85684xxxx4 acc**********@e**********.com 100
Financial Planning Professionals Inc. 188 Fries Mill Rd Ste L-1, Blackwood, NJ 08012
85687xxxx0 you********@w***********.com 3867 3900 5 1
Edward Jones - Financial Advisor: Jason B Mann 350 Hawkins Run Rd Ste 400, Midlothian, TX 76065
97228xxxx9 a.j*********@e**********.com 5 2 87318 99000
Country Financial 4238 Northcrest Rd, Dallas, TX 75229
21435xxxx5 aar********@c***************.com 170674 163000
Life Path Wealth Advisors 6401 Eldorado Pkwy Ste 336, Mckinney, TX 75070
46920xxxx8 bil*******@l*********.com 42
Edward Jones 905 W Sproul Rd Ste 107, Springfield, PA 19064 61032xxxx9 a.j*********@e**********.com 15 86567 97000
Steven Weisz - Financial Advisor, Ameriprise Financial Services 5 E Germantown Pike, Plymouth Meeting, PA 19462
61094xxxx3 ari*********@a***.com 122
McElhenny Sheffield Capital Management 2718 Fairmount St, Dallas, TX 75201
21492xxxx0 ach***@m***.net
Kent Snodgrass - RBC Wealth Management Financial Advisor 3230 Camp Bowie Blvd Ste 750, Fort Worth, TX 76107
81733xxxx3
Edward Jones 2913 Corporate Cir Ste 200, Flower Mound, TX 75028
97235xxxx8 a.j*********@e**********.com
Edward Jones - Financial Advisor: Marcus C Orr, AAMS™ 680 Independence Pkwy Ste 300, Plano, TX 75075
97288xxxx0 a.j*********@e**********.com 87395 100000