Business List: Financial Planner in USA

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews
Kemper Life	400 Penn Center Blvd Ste 311, Pittsburgh, PA 15235	41282xxxx9	abc**@k***.com					6033		9000
Morgan Stanley	1999 Harrison St Ste 2200 Oakland, CA 94612	51083xxxx0	int********@m**********.com		3	2	11
Fluent Financial	14800 Landmark Blvd Ste 848, Dallas, TX 75254	97285xxxx0	a.j*****@l.com	5	2
Kramer Wealth Managers	9099 Ridgefield Dr #101, Frederick, MD 21701	24037xxxx9	aba**@w**************.com	5	2			3696		5500
Carol Harper - Private Wealth Advisor, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	97266xxxx9	car*********@a*.com					99		99
United Capital Financial Advisors	125 E John W Carpenter Fwy Suite 1300, Irving, TX 75062	97240xxxx5	a@u******************.com	4.2	5
Capital Financial Planners	2 Wisconsin Cir suite 700, Chevy Chase, MD 20815	24031xxxx6	joh@r****.com	5	50			370		397
The Senderling Team	181 Washington St Ste 500, Conshohocken, PA 19428	48453xxxx7
Hanmi Bank	1469 Webster St San Francisco, CA 94115	41574xxxx0	abc*****@h**.com			2.6	7
Ameriprise Financial	540 Pennsylvania Ave, Fort Washington, PA 19034	21564xxxx7	ame***************@e.ameriprise					132445		134000
Edward Jones - Financial Advisor: Neal Smith	8222 Douglas Ave Ste 675, Dallas, TX 75225	21436xxxx8	a.j*******@e********.com					91269		106000
Kenny Heller	600 Montgomery St Ste 1600 San Francisco, CA 94111	14157xxxxx3	adm*****@c***.com			5	91	108169	16330	109000
Planning by Design Financial	101 E Park Blvd #202, Plano, TX 75074	87731xxxx8	dav@d************.info	4.8	16
Fidelity Investments - Closed	600 W Dekalb Pike, King Of Prussia, PA 19406	61099xxxx0	a61**@f*****.com	3.8	9
Mission Critical Financial Planning International - Financial Advisor	249 Central Park Ave Suite 300-216, Virginia Beach, VA 23462	75779xxxx9	j.g***@m***************.com	4.9	19					6
US CENTRAL FINANCIAL	940 N 204th Ave Ste 220, Elkhorn, NE 68022	80075xxxx3	dar@u*****************.com	5	6
Wells Fargo Advisors	3580 Frankford Rd, Dallas, TX 75287	97273xxxx0
Legacy One Financial - Gaea Rae Dawn	965 E Main St, Ventura, CA 93001	80533xxxx0	eri******@l**********.com	5	31
Vanessa Jilot - Terra Blue Wealth Management	3030 Bridgeway Ste 330 Sausalito, CA 94965	41572xxxx7	hel@t********.com			4	5
Merrill Lynch Wealth Management	11150 Santa Monica Blvd, Los Angeles, CA 90025	31047xxxx0	aas**********@m.com
Ella Financial Advising	5237 College Ave Oakland, CA 94618	51032xxxx7	ell@e*******************.com			5	2	66		74
Pathway Financial Services, LLC	13101 Washington Blvd #241, Los Angeles, CA 90066	31043xxxx7	bba**@p*********************.com	5	19
Potomac Financial Consultants, LLC	20251 Century Blvd #350, Germantown, MD 20874	30194xxxx0	can**@p***********.com	5	1
Bertino Investment Consulting Group - UBS Financial Services Inc.	100 Crescent Ct, Dallas, TX 75201	21498xxxx5	abc*@u.com
Oldfather Financial Services, LLC	2033 Central Ave, Kearney, NE 68847	30823xxxx1	and*@o***************.com
Thomas Keiser - RBC Wealth Management Financial Advisor	1 Ppg Pl Ste 2900, Pittsburgh, PA 15222	41220xxxx1	rbc*******@r.com
Garner Michael	630 Freedom Business Ctr Dr # 3, King Of Prussia, PA 19406	61076xxxx3
Avenue Wealth	8075 Leesburg Pike 5th floor, Vienna, VA 22182	70328xxxx5	amj@a***********.com	5	1
Adviceperiod	2121 Avenue Of The Stars, Los Angeles, CA 90067	42428xxxx0	ada*****@a*********.com	5	1			117	15	141
Mario A Lopez - Financial Advisor, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	97223xxxx4	che*********@a*.com
Wells Fargo Advisors	137 N Fairfax Ave, Los Angeles, CA 90036	32363xxxx0
ACap Advisors & Accountants: Wealth Management and Accounting Services	12031 Ventura Blvd Suite 1, Studio City, CA 91604	81827xxxx1	aog*****@a***.com	4.8	26
The Mosley, Doke, and Madden Group - UBS Financial Services Inc.	100 Crescent Ct, Dallas, TX 75201	21496xxxx7	abc*@u.com
Langford Financial Inc.	8 Varsity Estates Cir NW Suite 300, Calgary, AB T3A 2Z3, Canada	15877xxxxx9	yl@l****************.ca	5	44			444		450
Jwa Financial Group Inc	6200 Lyndon B Johnson Fwy Ste 180, Dallas, TX 75240	97266xxxx5	aar*******@i****.com					1466		1600
Wells Fargo Advisors	8901 W Pico Blvd, Los Angeles, CA 90035	31055xxxx5
Ameriprise Financial	117 Veronica Ln, Lansdale, PA 19446	21599xxxx6	ame***************@e.ameriprise					132435		134000
Robert Imazumi - Guaranteed Rate	636 4th St, San Francisco, CA 94107	41542xxxx5	aar********@g***********.com	5	9	5	49
PNC Investor Center	291 Beverly Rd, Pittsburgh, PA 15216	41253xxxx0	abc*@p.com	3.3	3
Chesapeake Financial Advisors	401 Jefferson Ave, Towson, MD 21286	41082xxxx2	aur***@p**********.com	4.8	24			192	12	198
Fraser Financial Group	3530 Wilshire Blvd, Los Angeles, CA 90010	21325xxxx0	ady@r******.com
Prime Solutions Advisors	45 26th St, Pittsburgh, PA 15222	41235xxxx4	jli@p*******************.com
Brian K. Blake - UBS Financial Services Inc.	100 Crescent Ct, Dallas, TX 75201	21493xxxx9	abc*****@u.com
Upscale Tax Professionals	248 3rd St Oakland, CA 94607	51077xxxx2	bra@u*********************.com	4.9	54	5	9	309		330
Hager Accounting	315 Montgomery St 10th Floor San Francisco, CA 94104	41574xxxx8	jan***@h************.com	5	9	4.7	15
Jac B Stulberg - Private Wealth Advisor, Ameriprise Financial Services	2029 Century Park E Ste 2550, Los Angeles, CA 90067	42434xxxx1	ado******@a*.com
Scott Pollak - Ameriprise Financial Advisor	235 Montgomery St Ste 1169 San Francisco, CA 94104	41536xxxx0	dns***@a*.com					402	8	389
Robert J La Grace - Financial Advisor, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	97223xxxx9	den*****@a*.com
DecisionPoint Financial	2812 N Norwalk STE 116, Mesa, AZ 85215	48055xxxx9	ani@d*******.com	4.9	17
Wong Richard W CPA	736 Sacramento St, San Francisco, CA 94108	41578xxxx0				3.7	3
CIC Wealth	1101 Wootton Pkwy #980, Rockville, MD 20852	30181xxxx3	ama*@c*******.com	5	3					180
Lone Star Funds	2711 N Haskell Ave Ste 1700, Dallas, TX 75204	21475xxxx0	cca****@l**********.com
College Aid Professionals	1055 W Germantown Pike Ste 2, Norristown, PA 19403	61063xxxx7
Roger Stephens - RBC Wealth Management Financial Advisor	555 S Flower St 22nd Fl, Los Angeles, CA 90071	21326xxxx9	rbc*******@r.com					13876		15000
Buckingham Strategic Wealth	600 W Germantown Pike Ste 400, Plymouth Meeting, PA 19462	48447xxxx0	bri************@b**********************.com
Sage Point Financial	615 Washington Rd, Pittsburgh, PA 15228	41253xxxx5
Massimo Magliari - Private Wealth Advisor, Ameriprise Financial Services	2070 Butler Pike, Plymouth Meeting, PA 19462	61039xxxx7	dns***@a*.com					746		737
Thomas G Rodman - Financial Advisor, Ameriprise Financial Services	161 Washington St Ste 1300, Conshohocken, PA 19428	61089xxxx6	dns***@a*.com
Kathryn Amenta Money Coach	San Francisco, CA 94109	41551xxxx3	kat**@k**********.com			4.3	26
Impact Financial Group - UBS Financial Services Inc.	2000 Avenue Of The Stars 7th Fl, Los Angeles, CA 90067	31073xxxx9	abc*@u.com
Laura Enwere - Private Wealth Advisor, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	97223xxxx3	che*********@a*.com					218	14	218
Frank Willis	2000 Avenue Of The Stars Ste 530N, Los Angeles, CA 90067	42449xxxx1	a@r*****.com
Jeffrey Gundlach	225 S Grand Ave, Los Angeles, CA 90012	21326xxxx7	aar******************@r***********.com	4.4	47			14863	23	15000
Ameriprise Financial	448 Store Rd, Harleysville, PA 19438	61027xxxx0	ame***************@e.ameriprise
Kevin R Motley - Financial Advisor, Ameriprise Financial Services	8850 Boedeker Dr, Dallas, TX 75225	21489xxxx3	dns***@a*.com
Daniel Pessy - UBS Financial Services Inc.	500 Grant Street Bny Mellon Center, Pittsburgh, PA 15219	41256xxxx7	alb**********@u.com
SD Mayer & Associates	235 Montgomery St Fl 30 San Francisco, CA 94104	41568xxxx1	abe@s****.com	4	4	2	4	241	39	253
Edward Jones - Financial Advisor: Meagan M Fishell	4190 24th St San Francisco, CA 94114	41528xxxx9	a.j*******@e********.com					90705		105000
Strategic Financial Designs	381 Mansfield Ave Ste 400, Pittsburgh, PA 15220	41273xxxx6
Babylon Wealth Management	100 Pine St 1250 Ste 1250 San Francisco, CA 94111	41585xxxx1	a*@b**********.com					173		174
Lease First	1300 Virginia Dr, Fort Washington, PA 19034	21528xxxx7	afa***@a***********.com
Leslie A Craven - RBC Wealth Management Financial Advisor	1 Ppg Pl Ste 2900, Pittsburgh, PA 15222	41220xxxx2	rbc*******@r.com					12815
Merrill Lynch Wealth Management	300 Conshohocken State Rd, Conshohocken, PA 19428	61083xxxx1	ari********@m.com
Charles Schwab	355 S Grand Ave Ste 110, Los Angeles, CA 90071	21325xxxx0	ian*********@s***.com	2.9	14			645504	219	656000
Moore Financial Services	Pittsburgh, PA 15241	41283xxxx6
Edward Jones - Financial Advisor: Chris Goins, CPWA®\|AAMS™	6301 Gaston Ave Ste 650, Dallas, TX 75214	21482xxxx2	a.j*******@e********.com	5	1			91269		106000
Ameriprise Financial	500 N Gulph Rd Ste 510, King Of Prussia, PA 19406	61099xxxx0	ame***************@e.ameriprise
Lula Financial	95 3rd St, Fl 2 San Francisco, CA 94103	17147xxxxx0				4.9	41
Manny Apolonio	100 Bush St Ste 1675 San Francisco, CA 94104	41577xxxx7	c18***************************@s***.wixpress							5000
Maria Shields - Private Wealth Advisor, Ameriprise Financial Services	610 Freedom Business Ctr Dr Ste 230, King Of Prussia, PA 19406	61099xxxx0	ash**********@a*.com
Pillar6 Advisors	735 Montgomery St Ste 250 San Francisco, CA 94111	87774xxxx6	ale@p*****.com			5	1
First State Investment Advisors \| Tulsa Financial Advisors	8801 S Yale Ave #410, Tulsa, OK 74137	91849xxxx1	dan*@f**********.com	5	140					10
Wealthramp		87726xxxx5	con**@w*******.com	5	25			1096		1100
Piedmont Wealth Advisory	12030 Sunrise Valley Dr UNIT 325, Reston, VA 20191	57131xxxx5	aar@e********************.com	5	1
The Shield Financial Group, LLC	93 Old York Rd, Jenkintown, PA 19046	21529xxxx5
Alan Good - Financial Advisor, Ameriprise Financial Services	1000 Germantown Pike Ste H1, Plymouth Meeting, PA 19462	61094xxxx4	ala****@a*.com
Savology	2701 N Thanksgiving Way #100, Lehi, UT 84043		ben@s*******.com	5	83					545
Mary M. Geong, CPA EA MBA	1415 Grand Ave, Piedmont, CA 94610	51065xxxx7				4.9	60
Financial Planners of Missouri	1 Crown Dr #103, Kirksville, MO 63501	66095xxxx6		5	1
Portfolio Wealth Advisors	6100 Uptown Blvd NE Suite 540, Albuquerque, NM 87110	50588xxxx5	bhu@p*********.com	5	4
Coactive Capital Partners	655 Business Center Dr Ste 250, Horsham, PA 19044	26796xxxx0		1	3
Public Resources Advisory Group	11500 W Olympic Blvd, Los Angeles, CA 90064	31047xxxx7	aev****@p*********.com
Anne M. Liang, CPA	5517 Geary Blvd, San Francisco, CA 94121	41575xxxx0	hel@c**************.com		5	3.7	3
Point Financial Retirement Transitions	5273 E Beverly Blvd, Los Angeles, CA 90022	32327xxxx0
District Financial Planning	8403 Colesville Rd #1100, Silver Spring, MD 20910	30156xxxx0	bec******@l.com	5	5			300		298
Edward Jones - Financial Advisor: Joel A Patierno, CFP®\|ChFC®\|AAMS™\|CRPS™	2312 Mt Vernon Ave Ste 205, Alexandria, VA 22301	70354xxxx8	a.j*******@e********.com	5	18			90632		104000
Matt Sheldahl - RBC Wealth Management Financial Advisor	100 Crescent Ct Ste 1500, Dallas, TX 75201	21477xxxx7	joh******@c.rbcwealthmanagement					13894		15000
Madeline Nichols - RBC Wealth Management Financial Advisor	100 Crescent Ct Ste 1500, Dallas, TX 75201	21477xxxx2
Capital Trading	17430 Campbell Rd, Dallas, TX 75252	46954xxxx7	con**@p***********.org
Gladwyn Financial Advisors, Inc.	13603 Gladwyn Ct, Chantilly, VA 20151	70381xxxx4	tim****@g*************.com
Edward Jones - Financial Advisor: Todd Owen	1028 N Webb Rd Ste A, Grand Island, Ne 68803	30838xxxx0	a.j*******@e********.com
Ameriprise Financial	11766 Wilshire Blvd Ste 1100, Los Angeles, CA 90025	31068xxxx0	ama****@f****.com
GWS&A - Global Wealth Strategies & Associates	3200 Cherry Creek S Dr # 280, Denver, CO 80209	72042xxxx0	ada@g**.us	5	233
Edelman Financial Engines	1750 Tysons Blvd Suite 1140, Tysons, VA 22102	83375xxxx3	aar@e********************.com	3.5	2			18999	23	20000
Wells Fargo Advisors	5154 State University Dr Rm 103, Los Angeles, CA 90032	32322xxxx2
Sherlock Co	1364 Welsh Rd Ste C-4, North Wales, PA 19454	21562xxxx9	cga*@s*******.com
Pegasus Financial Planning	555 S Goddard Blvd, King Of Prussia, PA 19406	86647xxxx6	car**@p******.net
The Peterson Group - UBS Financial Services Inc.	100 Crescent Ct, Dallas, TX 75201	21496xxxx1	abc*@u.com
Share Financial Services	15770 Dallas Pkwy Ste 860, Dallas, TX 75248	97223xxxx0	aho*@s***********.com
Klatz Rounick & Associates - Ameriprise Financial Services	161 Washington St Ste 1300, Conshohocken, PA 19428	61089xxxx0	ale*************@a*.com					131	2	132
Rahul Arcadia Karugapadam - Financial Advisor, Ameriprise Financial Services	2029 Century Park E Ste 800, Los Angeles, CA 90067	31055xxxx8	dns***@a*.com
Brian John Seastone - Financial Advisor, Ameriprise Financial Services	1601 Elm St Ste 4350, Dallas, TX 75201	21427xxxx9	b.j*******@a*.com					150	3	158
Hawthorn	300 5th Ave, Pittsburgh, PA 15222	88894xxxx2	aar****@p.com
Vincere Wealth Management	201 Spear St Ste 1100 San Francisco, CA 94105	41557xxxx1	con**@a**********.com			5	2			180
RYAN NAKI - Financial Advisor, Ameriprise Financial Services	2029 Century Park E Ste 2550, Los Angeles, CA 90067	94966xxxx2	dns***@a*.com
All About Your Taxes	358 El Camino Real, San Bruno, CA 94066	16504xxxxx2	akr@a**************.com	5	2	4.9	169
Bennington Financial Planning	207 Main St, Bennington, VT 05201	80244xxxx0	inf@o****.org					17489		17000
Edward Jones - Financial Advisor: Yaphet S Tadesse, CEPA®	3500 Oak Lawn Ave Ste 120, Dallas, TX 75219	21452xxxx3	a.j*******@e********.com					110786		110000
Financial Independence Planning	33 Jenkins Ave, Lansdale, PA 19446	21536xxxx8	and*@m*********.com	5	1
Jillian Bremer	San Francisco		inf@d************.org			5	4
Edelman Financial Engines	19775 Belmont Executive Plaza Suite 530, Ashburn, VA 20147	83375xxxx3	aar*****@e********************.com					21036	27	21000
Potomac Wealth Advisors	15245 Shady Grove Rd # 410, Rockville, MD 20850	30127xxxx1	aep*@p**********.com	3.7	3
Ameriprise Financial Advisors	425 Market St Ste 2200 San Francisco, CA 94105	41595xxxx3
HOA Accounting Services	2261 Market St Ste 4100 San Francisco, CA 94114	92533xxxx0	ale****@h***********.com			3.5	21	314		356
Jonathan Park - Thrivent	695 S Santa Fe Ave Apt 263, Los Angeles, CA 90021	41576xxxx8	ant************@t*****.com
Bank of Texas	201 W 12th, Dallas, TX 75208	21457xxxx8	and*******@b********.com	4.1	83			6340		6500
Santander Bank	1650 Limekiln Pike, Dresher, PA 19025	21564xxxx7	aar@s**********.com					123515	1163	123000
Spazio Real Estate & Mortgages	1635 Irving St, San Francisco, CA 94122	41566xxxx4				5	60
Staley Capital Advisors	301 Grant St Ste 3950, Pittsburgh, PA 15219	41239xxxx2	aad***@t****************.com
Travis Gabler - Private Wealth Advisor, Ameriprise Financial Services	2029 Century Park E Ste 2550, Los Angeles, CA 90067	42434xxxx7	ant**********@a*.com	5	1
State Financial Corp	11661 San Vicente Blvd Ste 711, Los Angeles, CA 90049	31082xxxx2	con**@s***********.com							78
Heather A Smith - Financial Advisor, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	97223xxxx7	che*********@a*.com					218	14	218
San Francisco Federal Credit Union	770 Golden Gate Ave, San Francisco, CA 94102	14157xxxxx7	ald**********@s************.com	4.3	454	4.3	565	9628	360	9500
Steven Mathis	1801 Murray Ave, Pittsburgh, PA 15217	72423xxxx5	abc*****@c*********.com
Kevin Kramer	2000 Avenue Of The Stars Ste 530N, Los Angeles, CA 90067	42460xxxx0	abu*@r***.com
Heitzenroder David A Inv	239 4th Ave Ste 1704, Pittsburgh, PA 15222	41223xxxx6
Robert Clark - COUNTRY Financial Representative	2329 Main St Ste 202, Littleton, CO 80120	30334xxxx5	abc*****@c*************.com	5	5
Retirement Planning Advisors, Inc.	16700 Valley View Ave #160, La Mirada, CA 90638	71499xxxx9	kar@r************************.com	5	1
TheTaxGuySF	80 Eureka Square Ste 216 Pacifica, CA 94044	65053xxxx6	inf@t*********.com			4.9	78
Axias Wealth Advisors	381 Mansfield Ave Ste 400, Pittsburgh, PA 15220	41255xxxx1	cpf*****@a****.com	5	5			298		332
American Express	310 Grant St, Pittsburgh, PA 15219	41233xxxx1	aar@a************.com					11325		8
Ameriprise Financial	7920 Belt Line Rd, Dallas, TX 75254	97238xxxx2	ame****************@a*.com					132449		134000
Ameriprise Financial	2250 Hickory Rd Ste 110, Plymouth Meeting, PA 19462	61082xxxx6	ame***************@e.ameriprise					132445		134000
Independent Financial	16000 Dallas Pkwy Ste 125, Dallas, TX 75248	97273xxxx0	adm@i*******.com	3	4			3302	557	3400
Ameriprise Financial	2049 Century Park E, Los Angeles, CA 90067	31020xxxx7	dns***@a*.com
American Wealth Financial, Llc	13687 Blue Ridge Way, Moorpark, CA 93021
The Police Credit Union	2400 Irving St, San Francisco, CA 94122	18002xxxxx1	aar@t********.org	4.6	17	3.5	98	1946
Capital Fiduciary Advisors, LLC	20130 Lakeview Center Plaza Ste. 400, Ashburn, VA 20147	70343xxxx2	chr@c*********************.com	5.053	53					181
Angela Dumalig Coaching	San Francisco, CA 94118		ang*@a**********.com							243
SF Fire Credit Union	3201 California St, San Francisco, CA 94118	41567xxxx0	aas**@s*****.org	3.7	95	3.5	379	1956	522	1900
Ameriprise Financial	3665 Moore St, Los Angeles, CA 90066	31039xxxx3	dns***@a*.com
Frost Bank	6321 Hillcrest Ave, Dallas, TX 75205	21451xxxx0	a.-***********@f******.com	5	3			2	8	2
Thomas J. McBride III, JD	Lansdale, PA 19446	21541xxxx8
Madden/Doke Wealth Management - UBS Financial Services Inc.	100 Crescent Ct, Dallas, TX 75201	21496xxxx7	abc*****@u.com
Khara Sanjit	500 Grant St # 46, Pittsburgh, PA 15219	41228xxxx4
Isabella Marvelli - Associate Manager ACD, Ameriprise Financial Services	2029 Century Park E Ste 2550, Los Angeles, CA 90067	42434xxxx3	ant**********@a*.com
Edward Jones	8080 N Central Expy, Dallas, TX 75206	21432xxxx4	a.j*******@e********.com					110786		110000
The Clift Group	100 Crescent Ct Ste 1500, Dallas, TX 75201	21477xxxx6	rbc*******@r.com					16269		16000
Secured California Investments	11620 Wilshire Blvd Ste 300, Los Angeles, CA 90025	31047xxxx0	aai*@y********.com
Steve Williams	2806 Audubon Village Dr, Norristown, PA 19403	61073xxxx6	abc*****@c*********.com					180536		183000
Jeffrey Gunder - Private Wealth Advisor, Ameriprise Financial Services	610 Freedom Business Ctr Dr Ste 230, King Of Prussia, PA 19406	61099xxxx6	dns***@a*.com
Eric Kelman - Private Wealth Advisor, Ameriprise Financial Services	2070 Butler Pike, Plymouth Meeting, PA 19462	61039xxxx7	dns***@a*.com					746		737
America United Wealth Planning	1900 E Golf Rd Suite 950, Schaumburg, IL 60173	84759xxxx5		5	10
Ameriprise Financial	8150 Perry Hwy Ste 212, Pittsburgh, PA 15237	41283xxxx0	ant***********@a*.com
The Financial Zen Group	600 California St Fl 11 San Francisco, CA 94108	41579xxxx5	cli*********@f*********.com			5	4	11		16
Patelco Credit Union	124 2nd St, San Francisco, CA 94105	18003xxxxx8	aab**@p****.org	3.9	46	2.4	214	34830	735	35000
360 Financial, LLC	625 Market St Fl 4 San Francisco, CA 94105	41559xxxx2	baf***************************@s***.wixpress							29
Cullen Financial Advisors	90 New Montgomery St San Francisco, CA 94105	41578xxxx1	cul***@c************.com
Lanning Financial	100 Pine St Ste 1250 San Francisco, CA 94111	41535xxxx9	adm@l*************.com			5	7	4322		4700
Pedro Marti	2000 Avenue Of The Stars Ste 530N, Los Angeles, CA 90067	42460xxxx0	abu*@r***.com
Constellation Avenue Partners - UBS Financial Services Inc.	2000 Avenue Of The Stars 7th Fl, Los Angeles, CA 90067	31073xxxx8	abc*****@u.com
Northern Virginia Wealth Management LLC	13800 Coppermine Rd, Herndon, VA 20171	70388xxxx0	a.c*****@c*******.com
Corbett Road Wealth Management	7901 Jones Branch Dr #800, McLean, VA 22102	70374xxxx3	geo*******@c********.com	4.9	87			4		12
Financial Planning Group the-Tax & Financial Planning Advisory S	299 Arguello Blvd San Francisco, CA 94118	41575xxxx2
Edward Jones - Financial Advisor: Patrick Byrne	9066 Perry Hwy, Pittsburgh, PA 15237	41236xxxx1	a.j*******@e********.com	5	3			92914		108000
Edward Jones - Financial Advisor: Dionne Dailey	12900 Preston Rd, Dallas, TX 75230	97278xxxx0	a.j*******@e********.com					110786		110000
The Financial Planning Co.	1043 Meadow Ln, Waconia, MN 55387	76322xxxx7	aka*****@t*******************.com	5	2
Lifetime Financial Growth	244 Blvd Of The Allies, Pittsburgh, PA 15222	41239xxxx0	aab********@l********************.com	3	2
Coghill Investment Strategies	436 7th Ave Ste 1910, Pittsburgh, PA 15219	41257xxxx0	amc***@c**************.com
Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency	1550 Noriega St Ste 100 San Francisco, CA 94122	41566xxxx5	bra**@h*********.com			4.6	59	187		183
Arbor Private Wealth, LLC	44679 Endicott Dr Suite 300, One Loudoun, VA 20147	70355xxxx5	eri*********@a****.com	5	1
Freedom Financial Advisors	6430 Rockledge Dr # 504, Bethesda, MD 20817	30153xxxx4	mar@f****************.com	3	2			56		56
Allen Dogger, CFP - UBS Financial Services Inc.	100 Crescent Ct, Dallas, TX 75201	21493xxxx7	abc*@u.com
AOG Wealth Management	11911 Freedom Dr #730, Reston, VA 20190	70375xxxx0	apf***@a******.com	4	4			133	3	140
We Help Families Get Paid	4321 Crenshaw Blvd, Los Angeles, CA 90008	86684xxxx3
Shawn Buys - TIAA Wealth Management Advisor	141 S Saint Clair St, Pittsburgh, PA 15206	87720xxxx6	acc****************@t*.org					90510	537	91000
Shirley Luu & Associates - Financial Planner	8280 Greensboro Dr #100, McLean, VA 22102	76023xxxx1	c.h**@s*****************.com	5	97
Kyle Clift - RBC Wealth Management Financial Advisor	100 Crescent Ct Ste 1500, Dallas, TX 75201	21477xxxx1	rbc*******@r.com	5	4			13894		15000
Edward Jones - Financial Advisor: Dave Weigand	9066 Perry Hwy, Pittsburgh, PA 15237	41236xxxx1	a.j*******@e********.com					91820		107000
Mitlin Financial, Inc.	140 Adams Ave Suite B-12, Hauppauge, NY 11788	63195xxxxxxx2	ca@m**************.com	5	26
Pamela G Lee, CFP - Pursestrings	2647 21st Ave San Francisco, CA 94116	41575xxxx8	pam@p********************.com
Redwood Credit Union	1390 Market St, San Francisco, CA 94102	80047xxxx8	aa@r********.org			3.4	117	42998	228	43000
The Financial Planning Company	220 S Main St, Royal Oak, MI 48067	24876xxxx0	ala@t*************************.com	5	8
Rimmel Mehaffey Pessy Wealth Consulting Group - UBS Financial Services Inc.	500 Grant Street Bny Mellon Center, Pittsburgh, PA 15219	41256xxxx7	abc*****@u.com
Forthright Capital Partners	7251 W Lake Mead Blvd #300, Las Vegas, NV 89128	72571xxxx3	adm@f**********.com	4.9	1540
VitaVie Financial Planning	34 Meadow Dr Mill Valley, CA 94941	41527xxxx3	inf@f*****************.com
Edward Jones - Financial Advisor: Paul P Biedlingmaier Jr	870 W Main St Ste 1, Lansdale, PA 19446	21585xxxx3	a.j*******@e********.com	5	2			90709		105000
Pilar Johnson	8201 Preston Rd, Dallas, TX 75225	97234xxxx5	aa@f***********.com					82971	1132	81000
Wells Fargo Advisors	1144 E Florence Ave, Los Angeles, CA 90001	32358xxxx1
Risha Kilaru at OriginPoint	580 California St Office 1616 San Francisco, CA 94104	51046xxxx4	ala******@o********.com	3	2	4.8	372	355	3	388
Financial Fitness Center	295 27th St, Oakland, CA 94612	51065xxxx4	ann@f********************.com	3.7	3	4.3	20
Wells Fargo Advisors	11727 W Olympic Blvd, Los Angeles, CA 90064	31047xxxx1
Merrill Lynch Wealth Management	101 West Ave, Jenkintown, PA 19046	21551xxxx0	ari********@m.com
Carmen C Goldsmith - MassMutual	101 Montgomery St Ste 600 San Francisco, CA 94104	41574xxxx2	aal@f***********.com			5	6
Jane Financial	Oakland, CA 94577	41541xxxx2	abe***********************************@w***************.com			5	2
Wells Fargo Advisors	18190 Dallas Pkwy, Dallas, TX 75287	97258xxxx4
Dakota Financial	1800 Century Park E Ste 420, Los Angeles, CA 90067	31069xxxx0
Stifel \| WK Group	2850 N Harwood St 18th Fl, Dallas, TX 75201	21470xxxx0	fre****@w***************.com					4975		5400
Loren Koziol - UBS Financial Services Inc.	100 Crescent Ct, Dallas, TX 75201	21493xxxx2	abc*@u.com
Ameriprise Financial Services Inc	610 Freedom Business Ctr Dr, King Of Prussia, PA 19406	61099xxxx0	ash**********@a*.com
Audree Begay - Private Wealth Advisor, Ameriprise Financial Services	1601 Elm St Ste 4350, Dallas, TX 75201	21427xxxx9	aud*********@a*.com					1107		1100
Edward Jones - Financial Advisor: Daniel Jew	2413 Webb Ave, Alameda, CA 94501	51052xxxx6	a.j*******@e********.com		5	5	9	91071		105000
Patrick T Wayman - Private Wealth Advisor, Ameriprise Financial Services	5 E Germantown Pike, Plymouth Meeting, PA 19462	61094xxxx0	and********@a*.com							124
InTouch Credit Union	6172 Sherry Ln, Dallas, TX 75225	80033xxxx8	abe*******@i*.org	4.1	107			2562	12
Financial Freedom Planners	3741 Westerre Pkwy suite c, Richmond, VA 23233	80427xxxx4	cro***@f*********************.com	5	127			206	3	208
Futurity Capital LLC	39344 Little River Tpke Suite 277, Aldie, VA 20105	54044xxxx9	fut******@g**.com	5	1
Wells Fargo Advisors	481 W Germantown Pike, Plymouth Meeting, PA 19462	61082xxxx0
VLP Financial Advisors	8391 Old Courthouse Rd # 203, Vienna, VA 22182	70335xxxx0	afi***@v**.com	5	22			117		129
David Kratz - Thrivent	100 Cedar Ln, Lansdale, PA 19446	21536xxxx1	adm@d*********.com
Dale R Scofield - Financial Advisor, Ameriprise Financial Services	1601 Elm St Ste 4350, Dallas, TX 75201	21427xxxx9	bri***********@a*.com					1156		1100
Pittsburgh, PA Branch Office - UBS Financial Services Inc.	500 Grant St 46th Fl, Pittsburgh, PA 15219	41256xxxx1	abc*****@u.com
Merrill Lynch Wealth Management	2705 Milton Ave, Dallas, TX 75205	21475xxxx8	aas**********@m.com					397		597
Charles Schwab	303 Horsham Rd Ste D, Horsham, PA 19044	21569xxxx6	acc************@s***.com	3	8			646668	222	658000
Commerce Street Capital	1445 Ross Ave Ste 2700, Dallas, TX 75202	21454xxxx0	bha****@c*******.com	5	6
Financial Planning Suite Inc	217 Aberdeen Way, Rio Grande, NJ 08242	60946xxxx4	jam@f*******************.com	5	1
Joe Mooney - RBC Wealth Management Branch Director	181 Washington St Ste 500, Conshohocken, PA 19428	48453xxxx5	wms********@r.com					13859		15000
Todd Temple - Northwestern Mutual	111 Sutter St Ste 1800 San Francisco, CA 94104	41573xxxx4	tod*******@n.com			4.5	2	2		3
Edward Jones - Financial Advisor: Andrew W Dobies, CFP®	5700 Corporate Dr Ste 640, Pittsburgh, PA 15237	41290xxxx0	a.j*******@e********.com					91819		107000
Orix Corporation USA	1717 Main St Ste 900, Dallas, TX 75201	21423xxxx0	aau**@o*.com	5	4
Hanke Wealth Management	100 Bush St Ste 1675 San Francisco, CA 94104	41578xxxx0	c18***************************@s***.wixpress			5	5
Mosher Financial Group	256 Laguna Honda Blvd Ste A San Francisco, CA 94116	41568xxxx0
Edward Jones	4360 19th St San Francisco, CA 94114	41586xxxx7	a.j*******@e********.com		35	3	4	90457		104000
Cris Caruso - Financial Advisor, Ameriprise Financial Services, LLC	1100 H St NW UNIT 1010, Washington, DC 20005	20222xxxx0	dns***@a*.com
U.S. Bank ATM - Westwood Village	1013 Broxton Ave, Los Angeles, CA 90024	80087xxxx7
Lori Gjinolli - Financial Advisor, Ameriprise Financial Services	8850 Boedeker Dr, Dallas, TX 75225	97230xxxx9	dns***@a*.com
Christen Martin - Private Wealth Advisor, Ameriprise Financial Services	1000 Germantown Pike Ste A1, Plymouth Meeting, PA 19462	61062xxxx8	bet******@a*.com
Sutton Financial Services	333 Gellert Blvd Ste 247 Daly City, CA 94015	65075xxxx0	esu**@s*******.com			4.1	16
Kairos Financial Group	13101 W Washington Blvd, Los Angeles, CA 90066	31056xxxx4	inf@k******.com					138	20	154
Beacon Financial Group	17300 Preston Rd Ste 260, Dallas, TX 75252	97266xxxx1	aro**@b*****.com	4.3	22			2537	2	2500
Jason Dunn - Financial Advisor, Ameriprise Financial Services, LLC	14159 Robert Paris Ct Ste B, Chantilly, VA 20151	70356xxxx0	dns***@a*.com
Long Financial Group	1000 Germantown Pike Ste A2, Plymouth Meeting, PA 19462	61027xxxx0	ale@l****.com
Benxl Technologies Inc	410 Feheley Dr, King Of Prussia, PA 19406	61031xxxx0	ben@b**.com
Grant S Clay - Financial Advisor, Ameriprise Financial Services	5956 Sherry Ln, Dallas, TX 75225	21473xxxx9	dns***@a*.com
RHS Financial	4171 24th St. Suite 101 San Francisco, CA 94114	41549xxxx0	ale@r**********.com			5	1
Dafna Capital Management	10990 Wilshire Blvd Ste 420, Los Angeles, CA 90024	31095xxxx0	bin********@d*********.com
Areté Wealth Strategists	2120 University Ave Fl 5 Berkeley, CA 94704	88854xxxx0	ash*@a*****.com			4.3	6
Texas Corporate Capital Advisors	100 Crescent Ct, Dallas, TX 75201	21445xxxx4	ale*********@t**.com
Financial Advisor For You	1820 Wyoming Ave NW, Washington, DC 20009	20225xxxx9	joh@f********************.com	5	1
Perennial Financial Solutions	Dallas, TX 75201	21480xxxx7	ada@a********************.com
Mia’s Fiduciary Services	San Leandro	51082xxxx1	bus***@m*****.net			1.8	5
Forester Baldwin	501 S 2nd Ave, Dallas, TX 75226	21474xxxx0
Bank of Texas	6201 Hillcrest Ave, Dallas, TX 75205	21452xxxx3	and*******@b********.com	4.2	20			6340		6500
Edward Jones - Financial Advisor: Mike Imoh, CFP®\|AAMS™	44121 Leesburg Pike Suite 220, Ashburn, VA 20147	57122xxxx6	a.j*******@e********.com	5	3			91611		106000
Andy Swanfeldt - Financial Advisor, Ameriprise Financial Services	8850 Boedeker Dr, Dallas, TX 75225	21489xxxx5	and*********@c**********************.com
Wealth Enhancement Group	300 N Washington St Suite 101, Falls Church, VA 22046	70358xxxx0	aba**@w**************.com	5	5			2708		3000
Shorebridge Wealth Management	600 Waterfront Dr, Pittsburgh, PA 15222	41274xxxx0	bal**@s**********.com		22
USA Financial Exchange	6020 Fulton St E, Ada, MI 49301	88891xxxx5	aoe****@u*********.com
Navigate Wealth Partners - UBS Financial Services Inc.	100 Crescent Ct Ste 400, Dallas, TX 75201	21496xxxx0	abc*@u.com
Financial Services Inc	214 Fayette St Ste 1, Conshohocken, PA 19428	61094xxxx0	a.-*****@n***********.com
1st Financial Merchant Group	8015 Beverly Blvd, Los Angeles, CA 90048	32394xxxx6									5	1
Ameriprise Financial	1308 Spruce Ln, Wyncote, PA 19095	21557xxxx6	dns***@a*.com
Ryan Galardi - RBC Wealth Management Financial Advisor	181 Washington St Ste 500, Conshohocken, PA 19428	48453xxxx8	rya*******@r.com
Your Best Path Financial Planning	8280 Willow Oaks Corporate Dr Suite 600, Fairfax, VA 22031	70357xxxx5	c18***************************@s***.wixpress	5	14					73
Edward Jones - Financial Advisor: Eric Dudik	1501 Ardmore Blvd Ste 300, Pittsburgh, PA 15221	41235xxxx3	a.j*******@e********.com	5	3			90488		104000
Edward Jones - Financial Advisor: Lourdes R McMichael, CFP®	2 Pidgeon Hill Dr Suite 500, Potomac Falls, VA 20165	70343xxxx3	a.j*******@e********.com	5	2			91611	2	106000
Stash Wealth		21291xxxx4	bra@s********.com	5	10					2700
USA Financial Consultants	4545 Murphy Canyon Rd #209, San Diego, CA 92123	85856xxxx0	hhg***@u**.com	4.8	22			846	366	846
Pixel Financial Planning	201 Spear St Ste 1100 San Francisco, CA 94105	41589xxxx0	c90***********************************@w***************.com		4	5	19
Edward Jones - Financial Advisor: Mark T Hegland	1875 Lombard St, San Francisco, CA 94123	41544xxxx0	a.j*******@e********.com			4.7	11	90563		104000
Financial Specialist	2722 W Cheltenham Ave, Philadelphia, PA 19150	26759xxxx7
Paul Hendershot - RBC Wealth Management Financial Advisor	100 Crescent Ct Ste 1500, Dallas, TX 75201	21477xxxx0	car**************@r.com
Steward Partners	1920 Mckinney Ave Ste 1150, Dallas, TX 75201	46985xxxx0	aar*********@s************.com					11809	19	11000
Santander Bank	140 Allendale Rd, King Of Prussia, PA 19406	61026xxxx0	nic*****@s*****************.com	2.9	13			122923	1159	123000
Ameriprise Financial	200 Cedar Ridge Dr Ste 201, Pittsburgh, PA 15205	41273xxxx9	ame***************@e.ameriprise					132022		133000
The Vilfordi Group - Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	97223xxxx5	aar*********@a*.com
Edward Jones - Financial Advisor: Patrick Cross	345 W Portal Ave Ste 100 San Francisco, CA 94127	41566xxxx1	a.j*******@e********.com			4.2	5	91050		105000
Edward Jones - Financial Advisor: Eric Trettel	22 West 23rd St, Kearney, NE 68847	30823xxxx4	a.j*******@e********.com					90706		105000
Morgan Stanley Smith Barney	1 Sansome St Fl 38 San Francisco, CA 94104	41598xxxx0	a.m*****@m*.com			1.3	11
Merrill Lynch Wealth Management	333 S Hope St 39th Fl, Los Angeles, CA 90071	21362xxxx0	aan*******@m.com					209		277
Wells Fargo Bank	5455 Geary Blvd, San Francisco, CA 94121	14153xxxxx5	aar********@w*******.com	3.4	29	2.8	48	150654		11
Gary Louis Vogel - Financial Advisor, Ameriprise Financial Services	161 Washington St Ste 1300, Conshohocken, PA 19428	61089xxxx0	ale*************@a*.com
Roundleaf - San Jose	2055 Junction Ave Ste 115 San Jose, CA 95131	14089xxxxx3	ask@r***********.com	4.8	24	4.7	120	681	28
Merrill Lynch Wealth Management	2049 Century Park E, Los Angeles, CA 90067	31085xxxx0	aas**********@m.com	3.7	3			183		247
Santander Bank	1000 Easton Rd, Wyncote, PA 19095	21588xxxx3	a@s************.com	3.5	11			123505	1163	123000
Mark Anthony Porter - Porter, Ritchie and Associates	44 Montgomery St Ste 3100 San Francisco, CA 94104	41574xxxx6	dns***@a*.com			5	6
Financial Services Advisory	1 Church St # 901, Rockville, MD 20850		aba**@f******.com	5	5			159
PNC Investor Center	1105 Freeport Rd, Pittsburgh, PA 15238	41278xxxx5	abc*@p.com	5	1
TrueVir Financial	490 Chadbourne Rd Ste A100 Fairfield, CA 94534	15108xxxxx2	adm@t*************.com			4.8	8
Ameriprise Financial	16135 Preston Rd Ste 100, Dallas, TX 75248	97238xxxx1	ame****************@a*.com					132194		134000
A.L. Nella & Company	1390 Market St Ste 1004 San Francisco, CA 94102	41562xxxx4	aln**@a****.com			3.6	8
Harper & Alexander Wealth Management - Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	97266xxxx9	car*********@a*.com
Edward Jones - Financial Advisor: Adam B Dobies	1000 Cliffmine Rd Ste 300, Pittsburgh, PA 15275	41226xxxx8
Ameriprise Financial Services Inc	728 Suellen Dr, King Of Prussia, PA 19406	61035xxxx6	dns***@a*.com					51		50
Moskowitz LLP	201 California St Ste 640 San Francisco, CA 94111	62821xxxx3	afo@m*********.com	4	32	3.5	206	155		179
Rod Nakamoto	2000 Avenue Of The Stars Ste 530N, Los Angeles, CA 90067	42460xxxx0	abu*@r***.com
Prosperity Planning, Inc.	1920 Buchanan St, North Kansas City, MO 64116	81658xxxx6	aly*@p******************.com	5	17
Battlefield Wealth Planning - Ameriprise Financial Services, LLC	9117 Center St, Manassas, VA 20110	70333xxxx7	adr**********@a*.com	5	1					188
Unique Financial Advisors & Tax Consultants	999 Palmer Ave #5, Holmdel, NJ 07733	73261xxxx0	cri***@u********************.com	4.9	33
Portsmouth Financial Services	250 Montgomery St Ste 200 San Francisco, CA 94104	41554xxxx0	bjo***@p****************.com
Hawthorn	200 Crescent Ct Ste 400, Dallas, TX 75201	88894xxxx2	aar****@p.com					351831	9128	354000
Edward Jones	7151 Germantown Ave, Philadelphia, PA 19119	21524xxxx2	a.j*******@e********.com					92914		108000
Santander Bank	1415 Old York Rd, Abington, PA 19001	21588xxxx0	aar@s**********.com	3.5	13			122628	1161	122000
Edward Jones - Financial Advisor: Angela D Thalheim	801 Third Street, Phillipsburg, KS 67661	78554xxxx7	a.j*******@e********.com					87288		99000
Charter Asset Management	515 S Flower St 36th Fl, Los Angeles, CA 90071	21333xxxx5
Vintage Financial Partners	5870 Hubbard Dr, Rockville, MD 20852	24028xxxx9	fir@v*********************.com	5	29
Financial Center	6312 La Vista Dr, Dallas, TX 75214	21451xxxx0	abc*****@f******.com	4.1	19			5	56	9
Halpern Financial, Inc.	20365 Exchange St Suite 200, Ashburn, VA 20147	24026xxxx0	car**@h*************.com	5	1
Funk Financial Services	Private Address in Scott City, KS	62052xxxx1
Martinelli Financial	1101 Fayette St, Conshohocken, PA 19428	61023xxxx0	amd@m*******************.com	5	3			168		166
Edward Jones - Financial Advisor: Bill Kern	2535 Washington Rd Ste 1100, Pittsburgh, PA 15241	41234xxxx7	a.j*******@e********.com					91819		107000
Don Holloschutz - Financial Advisor, Ameriprise Financial Services	1308 Spruce Ln, Wyncote, PA 19095	21557xxxx6	dns***@a*.com
Ameriprise Financial	9911 W Pico Blvd Ste 670, Los Angeles, CA 90035	31055xxxx0	dns***@a*.com
Morgan Stanley Wealth Management	300 W 4th Ave, Conshohocken, PA 19428	61083xxxx4	a.e**@m*********************.com
Tim Bowrey - Financial Advisor, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	97223xxxx8	che*********@a*.com					30		29
EP Wealth Advisors	21535 Hawthorne Blvd Suite 400, Torrance, CA 90503	31054xxxx9	ab@e*******.com	4.5	10			1126	33
Holistic Financial Planners	16 Campus Blvd, Newtown Square, PA 19073	61032xxxx0	tke**@1******.com	5	1
The Phillips Hayes Group - UBS Financial Services Inc.	2000 Avenue Of The Stars 7th Fl, Los Angeles, CA 90067	31073xxxx1	abc*@u.com
Ameriprise Financial	11835 W Olympic Blvd Ste 735, Los Angeles, CA 90064	31047xxxx0
Stock Plan Advisory Group LLC	500 N Washington St Suite 204, Alexandria, VA 22314	20268xxxx3	sto****************@d***************.com	5	3
Holton Financial	4925 Greenville Ave, Dallas, TX 75206	21480xxxx7
Merrill Lynch Wealth Management	600 Grant St, Pittsburgh, PA 15219	41256xxxx1	ale********@m.com
Mauldin Management	3204 Beverly Dr, Dallas, TX 75205	46961xxxx3	abb@m*************.com
SAS Financial Advisors	582 Market St Ste 1604 San Francisco, CA 94104	41573xxxx2	ala@s********.com			5	2
Michael Stephenson Jr - Financial Advisor, Ameriprise Financial Services	2070 Butler Pike, Plymouth Meeting, PA 19462	61039xxxx7	dns***@a*.com
The Farris Group	7557 Rambler Rd Ste 445, Dallas, TX 75231	21452xxxx1	deb*@t***********.com					15695		16000
Diamond & Bottenfield Private Wealth Management Team	1920 Mckinney Ave Ste 1150, Dallas, TX 75201	46985xxxx5	ali*********@s************.com
Triton Pacific Capital	11900 W Olympic Blvd Ste 720, Los Angeles, CA 90064	42444xxxx8	awr**@t*****************.com
Alan Tarko - Financial Advisor, Ameriprise Financial Services	2121 Avenue Of The Stars 8th Fl, Los Angeles, CA 90067	31027xxxx6	ala*****@a*.com							134
Wealthspire Advisors	12435 Park Potomac Ave Suite 500, Potomac, MD 20854	88830xxxx7	abi*******@w********.com	5	1			121		157
Wells Fargo Advisors	333 S Grand Ave 10th Fl, Los Angeles, CA 90071	21335xxxx0	abc*****@w***************.com	5	3			186042		186000
Advanced Wealth Planning Group	5401 W Kennedy Blvd Ste 460, Tampa, FL 33609	81377xxxx4	aat****@n**********.com	5	9					20
Max Your Dash Advisors	7424 Victor Mendon Rd, Victor, NY 14564	58544xxxx4		5	5
The Khouri Group - UBS Financial Services Inc.	2000 Avenue Of The Stars 7th Fl, Los Angeles, CA 90067	31073xxxx0	alb**********@u.com
Robert Lee Riley	50 California St Fl 15 San Francisco, CA 94105	41530xxxx8	lee@r**************.net	5	2	5	7
Jessica McCarthy	525 William Penn Pl, Pittsburgh, PA 15219	41285xxxx2	aar********@c*********.com					180674		183000
True Root Financial	San Francisco, CA 94109	41532xxxx2	hel@t**************.com			5	9	342		369
Glass Jacobson Wealth Advisors	10451 Mill Run Cir Suite 800, Owings Mills, MD 21117	80035xxxx6	ael****@g**********.com	4.7	42			428	24	432
National Financial Network	150 S Warner Rd Ste 120, King Of Prussia, PA 19406	26746xxxx2	dom*******@g*.com	5	1
Tim Camas - Financial Advisor, Ameriprise Financial Services	420 Rosenell Ter, Los Angeles, CA 90026	81829xxxx8	dns***@a*.com
Nancy Sawicki, CFP - UBS Financial Services Inc.	100 Crescent Ct, Dallas, TX 75201	21493xxxx5	abc*@u.com
Elizabeth Carlson - TIAA Financial Consultant	141 S Saint Clair St, Pittsburgh, PA 15206	87720xxxx6	acc****************@t*.org					90510	537	91000
Nepa/Susco Team - UBS Financial Services Inc.	500 Grant Street Bny Mellon Center, Pittsburgh, PA 15219	41256xxxx2	abc*@u.com
Shelley Aguirre - Financial Advisor, Ameriprise Financial Services	1601 Elm St Ste 4350, Dallas, TX 75201	21427xxxx9	bri***********@a*.com					1117		1100
Quincy Cass Associates	11111 Santa Monica Blvd Ste 1450, Los Angeles, CA 90025	31047xxxx1	ffo****@q*******.com
Peter Barnes Team - CrossCountry Mortgage	1577 Solano Ave Berkeley, CA 94707	51064xxxx6	pet*******@c.com	5	118	5	246	7866	1456	9300
Concert Financial Planning, LLC	2950 N Loop W, Houston, TX 77092	71380xxxx2	con**@c************.com	5	8
RBC Wealth Management	601 N Main St #101, Pueblo, CO 81003	71954xxxx0	rbc*******@r.com	5	3
Santander Bank	791 Sumneytown Pike, Lansdale, PA 19446	87776xxxx5	and********@s*****************.com					123750	1149	124000
Financial Solutions Group LLC	12040 South Lakes Dr STE 103, Reston, VA 20191	70386xxxx5	apr*****@f*******.com	3	4
Teh Financial Coaching	Milpitas, CA 95035	51036xxxx9	acc********@s******.org			4.9	96	756		812
Reston Wealth Management	1984 Isaac Newton Square STE 107, Reston, VA 20190	70348xxxx0	ada@r**********.com	5	21
HarborLight Investments	516 El Cerrito Plz El Cerrito, CA 94530	51055xxxx2	inf@h********************.com			5	1			66
US Financial Services, LLC	375 Passaic Ave #100, Fairfield, NJ 07004	97388xxxx0	ago@u**.com	5	7			299	7
GAFM Global Academy of Finance and Management	Box 293 E-mail: info@gafm.org, 1670F E Cheyenne Mountain Blvd, Colorado Springs, CO 80906
Michelle Lee	3600 Wilshire Blvd, Los Angeles, CA 90010	21338xxxx6	dns***@a*.com
Breakforth Investment Management Inc.	410 Almar Dr, Pittsburgh, PA 15237	41236xxxx5	bm@p******.net
Harry Chesney	4323 Lemmon Ave, Dallas, TX 75219	21433xxxx4	com***@v****.com
The Retirement Planning Group	11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211	91349xxxx8	adr*********@p****************.com	5	134
Ken Kuska - RBC Wealth Management Financial Advisor	1 Ppg Pl Ste 2900, Pittsburgh, PA 15222	41220xxxx5	rbc*******@r.com
Provident Credit Union	701 Sacramento St, San Francisco, CA 94108	41539xxxx2	aal*****@p********.org	4.3	12	4.4	91	5995	95	5900
Ruderman Investment Management	Alameda, CA 94501	51022xxxx5				5	1
Dalton and Associates - Ameriprise Financial Services	2029 Century Park E Ste 2550, Los Angeles, CA 90067	42434xxxx9	ado******@a*.com					558	2	562
Michael DeGroat - Financial Advisor, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	97223xxxx3	che*********@a*.com	5	1			265		265
PNC Private Bank	116 Allegheny Sq W, Pittsburgh, PA 15212	88876xxxx6	aar****@p.com	1	3
Harrison Daniel	5700 Corporate Dr Ste 600, Pittsburgh, PA 15237	41263xxxx1
The Motley Fool	2000 Duke St, Alexandria, VA 22314	70383xxxx5	aal***@f*.com	4.2	999			882963		921000
Patrick M Duffy, CPA	2546 3rd St Ste 7 San Francisco, CA 94107	41564xxxx8	joh@p*************.com			3	14
Perryman Financial Advisory	12221 Merit Dr Ste1660, Dallas, TX 75251	97277xxxx0	aba**@b*********.com					206	25	206
Hopwood Financial Services	10740 Parkridge Blvd #150, Reston, VA 20191	70378xxxx8	cod@h**************.com
AAA San Francisco Richmond District Branch	599 Clement St, San Francisco, CA 94118	83372xxxx9	aaa**********@n*****.aaa	4.4	169	3.5	99	201080	274	202000
Windsor Financial Group : Tetyana Luczaj	220 Gibraltar Rd Ste 350, Horsham, PA 19044	61053xxxx4
Annuity General	Serving theBlue Bell Area	80033xxxx4
United Financial Planning Group LLC	350 Motor Pkwy Suite 300, Hauppauge, NY 11788	63123xxxx1	aja*@u******.com	5	25			2016		2000
Ritrovato David	301 Stonybrook Dr, West Norriton, PA 19403	61063xxxx0
US Financial, Ltd.	636 S River Rd #300, Des Plaines, IL 60016	84763xxxx0	aga*@u***.com	4.8	69
Brio Financial Group	19 Sutter St, San Francisco, CA 94104	83362xxxx0	abr**@b***.com			3.5	11
Werth Wealth Management	1200 Main St Fl 6TH, Hays, KS 67601	78562xxxx2	and*@w***********.com
Edward Jones - Financial Advisor: Leah Laurent	1133 S Braddock Ave Ste 2, Pittsburgh, PA 15218	41224xxxx5	a.j*******@e********.com					92914		108000
American Investment Planners LLC	500 N Broadway #260, Jericho, NY 11753	51693xxxx0	ame**************@a***********************.com					159	2	158
The Mason Group	2000 Avenue Of The Stars Ste 530N, Los Angeles, CA 90067	42460xxxx5	abu*@r***.com
Edward Jones - Financial Advisor: Heidi J Jordan, CFP®	5600 W Lovers Ln Ste 310, Dallas, TX 75209	21435xxxx5	a.j*******@e********.com					91269		106000
Pais Montgomery Fiduciary	5820 Wilshire Boulevard, Los Angeles, CA 90036	62639xxxx0	ang@p***********.com
Christopher Mulanax, CPA	1 Sansome St Ste 3500 San Francisco, CA 94104	41570xxxx0				3.8	10
MANNA WEALTH MANAGEMENT - Virginia Financial Advisors	1775 Tysons Blvd 5th floor, McLean, VA 22102	70353xxxx0	dka**@m******************.com	5	144
Green Retirement	909 Marina Village Pkwy Ste 587 Alameda, CA 94501	51063xxxx1	jam@g************.com			5	3
Premier Financial Planning Inc	711 Executive Dr, Princeton, NJ 08540	60992xxxx4	pfp@p*******************.com
Guidestone Financial Resources of Southern Baptist Convention	2401 Cedar Springs Rd, Dallas, TX 75201	88898xxxx3	aai*@y********.com
USA Financial Services Inc	303 N Main St, Canton, IL 61520	30964xxxx3
Ayuda Financial Services	576 Sacramento St Fl 2 San Francisco, CA 94111	41544xxxx1	afi**************@a***********.com	4.6	66	4.6	24
Midas Financial	1700 Pacific Ave Ste 1200, Dallas, TX 75201	21434xxxx7
Legacy One Financial - Gaea D Verneris	965 E Main St, Ventura, CA 93001	80533xxxx0	eri******@l**********.com	5	28			187		195
Hughes Financial Services LLC	2201 Cooperative Way #150, Herndon, VA 20171	70366xxxx0	ata**@h*.com	5	2
Ameriprise Financial	2581 Washington Rd Ste 225, Pittsburgh, PA 15241	41285xxxx3	ame****************@a*.com					132022		133000
Dennis Serio - Financial Advisor, Ameriprise Financial Services	8850 Boedeker Dr, Dallas, TX 75225	21489xxxx5	den*******@c**********************.com
Edward Jones - Financial Advisor: Mark S Hawk	6333 E Mockingbird Ln Ste 233, Dallas, TX 75214	21482xxxx0	a.j*******@e********.com					110786		110000
The Householder Group	10940 Wilshire Blvd Ste 1600, Los Angeles, CA 90024	31044xxxx4	dou@t**********.com
Edward Jones - Financial Advisor: Frank E Musalek	630 West 2nd Street, Hastings, NE 68901	40246xxxx1	a.j*******@e********.com	5	1			328		330
Five Rings Financial	10268 Centennial Rd, Littleton, CO 80127	30390xxxx0	abb@f***************.com	4.8	23
Azzad Asset Management Inc	3141 Fairview Park Dr # 355, Falls Church, VA 22042	70320xxxx5	aga**@f*******.com	5	6			1879	2	1800
Strategic Financial Partners	1001 Milner St, Hays, KS 67601	78562xxxx6	aar*****@s***********************.com
District Capital Management: Fee-Only Financial Planners	4301 50th St NW 300 2030, Washington, DC 20016	57121xxxx1	aar*********@m***********.com	5	2			239		248
David M Fishman - Financial Advisor, Ameriprise Financial Services	2029 Century Park E Ste 2550, Los Angeles, CA 90067	42434xxxx2	ado******@a*.com
Open Advisors - San Francisco	44 Montgomery St San Francisco, CA 94104	92565xxxx1	and@m************.com
Maryland Financial Planners	201 Thomas Johnson Dr STE 200, Frederick, MD 21702	30166xxxx4
B.O.S.S. Retirement Solutions and Advisors	3400 N Ashton Blvd #190, Lehi, UT 84043	80199xxxx5	a@b*************.com	4.8	280
Rich Chambers, CFP, RLP	1310 Sanchez St San Francisco, CA 94131	65021xxxx8
Santander Bank	929 Dekalb Pike, Blue Bell, PA 19422	87776xxxx5	and********@s*****************.com	5	1			122923	1159	123000
Wells Fargo Advisors	2611 Cedar Springs Rd, Dallas, TX 75201	21475xxxx0
Retirement Planners of America	6201 Dallas Pkwy #230, Plano, TX 75024	46924xxxx6	amy@r***.com	5	6
Ameriprise Financial	2555 Washington Rd, Pittsburgh, PA 15241	41285xxxx1	ame****************@a*.com					132022		133000
Charles Schwab	14185 Dallas Pkwy Ste 100, Dallas, TX 75254	97278xxxx0	aar******@s***.com	4.4	14			655218	260	655000
Northstar Financial Co	1100 E Hector St Ste 399, Conshohocken, PA 19428	61062xxxx0	ale@n********.com
Live Free	San Francisco, CA 94123	41534xxxx2
Edward Jones - Financial Advisor: April DuBois	13350 Franklin Farm Rd Suite 350, Herndon, VA 20171	70388xxxx0	a.j*******@e********.com	5	3			90632		104000
Vines, Kane, AGT	5000 Quorum Dr, Dallas, TX 75254	97269xxxx9	ame****************@a*.com					132602		134000
Decker Retirement Planning	50 California St Ste 1500 San Francisco, CA 94111	41552xxxx0	inf@d******.com			5	1
Aikapa Wealth Planning & Management	1 Market San Francisco, CA 94015	41554xxxx7	adm@a***.com
Fidelity Investments	1680 Washington Rd Ste H, Pittsburgh, PA 15241	80047xxxx1	a61**@f*****.com	3.4	20			340918		366000
Mid Atlantic Financial Management Inc	336 4th Ave, Pittsburgh, PA 15222	41239xxxx7
Ameriprise Financial	12400 Wilshire Blvd Ste 1120, Los Angeles, CA 90025	31058xxxx0	ame***************@e.ameriprise					132013		133000
Ameriprise Financial	70 Old Clairton Rd, Pittsburgh, PA 15236	41265xxxx0	ame****************@a*.com					132022		133000
Gerald L. Ray & Associates, Ltd.	1445 Ross Ave Ste 5600, Dallas, TX 75202	21495xxxx0	inf@g*******.com
Anthony Spangler - Thrivent	2031 N Broad St Ste 135, Lansdale, PA 19446	21536xxxx0	adm@d*********.com	5	1			350		360
MassMutual Dallas-Fort Worth	14241 Dallas Pkwy Ste 1200, Dallas, TX 75254	97234xxxx0	aar*******@f***********.com					629	55	629
RBC Wealth Management Branch - Dallas Executive	100 Crescent Ct Ste 1500, Dallas, TX 75201	21477xxxx0	rbc*******@r.com					16269		16000
Western Pennsylvania Teamsters & Employers Pension Fund	49 Auto Way, Pittsburgh, PA 15206	41236xxxx0	con******@w***********.com	5	2						1	1
Edward Jones - Financial Advisor: Erika L Ulrich	1936 Park Manor Blvd, Pittsburgh, PA 15244	41299xxxx2
Estes Wealth Strategies / Raymond James Financial Services	4114 Legato Rd 5th Floor, Fairfax, VA 22033		joh*****@r*********.com	1	1
Travis Jensen - COUNTRY Financial Representative	2329 Main St Ste 202, Littleton, CO 80120	30334xxxx8	abc*****@c*************.com	5	3
Vista Wealth Management	88 Kearny St Ste 1700 San Francisco, CA 94108	65025xxxx0	bra@v********.com
Financial Wellness Coaching	Mill Valley, CA 94941	41542xxxx5				5	8
Financial Services Network USA	110 W Water St, Elmira, NY 14901	60773xxxx0
New Dawn Financial	1816 W Point Pike Ste 125, Lansdale, PA 19446	21569xxxx0
District Financial Advisors	6731 Whittier Ave B206, McLean, VA 22101	70394xxxx0	aar@e********************.com	5	7					231
Provident Financial Planning - Plano		88875xxxx4	inf@p*********.com	5	1
Fowler Hatley - UBS Financial Services Inc.	100 Crescent Ct Ste 400, Dallas, TX 75201	21498xxxx8	abc*@u.com
The Glosser Group	100 Crescent Ct Ste 1500, Dallas, TX 75201	21477xxxx4	rbc*******@r.com					13879		15000
American Express Financial Advisors	5700 Corporate Dr, Pittsburgh, PA 15237	41263xxxx0	aai*@y********.com					132025		133000
Guyasuta Investment Advisors	285 Kappa Dr Ste 220, Pittsburgh, PA 15238	41244xxxx0	ahm@g*******.com
Troy Evans - Ameriprise Financial Advisor	455 Market St Ste 1480 San Francisco, CA 94105	41577xxxx7	dns***@a*.com
Edward Jones - Financial Advisor: James J Barker IV	630A Germantown Pike, Lafayette Hill, PA 19444	48436xxxx3	a.j*******@e********.com					90706		105000
Adair Financial Planning	2275 Swallow Hill Rd, Pittsburgh, PA 15220	41242xxxx0	bri@a****************.net
Decu Investment & Retirement Services	Moline, IL 61265		aca***@e*****.com					9189	74	9300
Gary C Wong, CPA	Piedmont	34122xxxx4	cpa*******@g**.com			4.9	8
Edward Jones - Financial Advisor: Jake A Windscheffel	14415 SE Mill Plain Blvd, Ste 130, Vancouver, WA 98684	36044xxxx3	a.j*******@e********.com
Physicians Private Client Group	600 W Germantown Pike Ste 400, Plymouth Meeting, PA 19462	61094xxxx3	inf@p*********************.com					2		4
David W Gauhs - Financial Advisor, Ameriprise Financial Services	8850 Boedeker Dr, Dallas, TX 75225	97230xxxx5	dav******@c**********************.com
Ameriprise Financial	12340 Santa Monica Blvd Ste 214, Los Angeles, CA 90025	31020xxxx0	ame****************@a*.com					132013		133000
Legacy Multi-Family Group - UBS Financial Services Inc.	2000 Avenue Of The Stars 7th Fl, Los Angeles, CA 90067	31073xxxx0	abc*@u.com
SBVRT	1819 Polk St Ste 251 San Francisco, CA 94109	41571xxxx1				5	1
Birks Financial Corp. Retirement and Investment Advisor	431 Carlisle Dr STE A, Herndon, VA 20170	70348xxxx2	bec@b***********.com	5	14
U.S. Bancorp Investments - Financial Advisors: Scott Erisman	105 N Rangeline Rd, Joplin, MO 64801	41762xxxx1	aar**********@u***.com					345755	5922	349000
Sean Michael Pearson - Financial Advisor, Ameriprise Financial Services	1000 Germantown Pike Ste H1, Plymouth Meeting, PA 19462	61089xxxx9	dns***@a*.com					187		186
AAA San Francisco Lakeshore Plaza Branch	1585 Sloat Blvd, San Francisco, CA 94132	84429xxxx3	aaa**********@n*****.aaa	4.2	186	3.2	125
Michael W Harding - Financial Advisor, Ameriprise Financial Services	728 Suellen Dr, King Of Prussia, PA 19406	61035xxxx6	dns***@a*.com
Investment Planning Advisors	327 Dahlonega St Suite 503, Cumming, GA 30040	77020xxxx4	and*@i*************.com	5	33
Simplify Financial Planning	115 Sansome St Ste 200 San Francisco, CA 94104	41526xxxx3	aje@s***************.com			5	12
Balanced Financial Planning, Inc.	6701 W 64th St Suite 223, Overland Park, KS 66202	91367xxxx0	cha********@b*******.com
Dan Rothenberg - RBC Wealth Management Financial Advisor	555 S Flower St 22nd Fl, Los Angeles, CA 90071	21326xxxx8	joh******@c.rbcwealthmanagement
Edward Jones - Financial Advisor: Taylor D Brennan	17330 Preston Rd Ste 103-d, Dallas, TX 75252	97223xxxx2	a.j*******@e********.com					91267		106000
Stephen McGalla IV - UBS Financial Services Inc.	500 Grant Street Bny Mellon Center, Pittsburgh, PA 15219	41256xxxx1	abc*@u.com
Morgan Stanley Smith Barney	555 California St Fl 35 San Francisco, CA 94104		bri@m********************.com			2.3	3
Fidelity Investments	1520 Main St Ste 201, Warrington, PA 18976	80044xxxx7	a61**@f*****.com	3	16			340918		366000
Symphony Financial LLC	441 Carlisle Dr, Herndon, VA 20170	70386xxxx2	aar@e********************.com	5	1
Merrill Lynch Wealth Management	8380 Old York Rd, Elkins Park, PA 19027	21551xxxx0	ari********@m.com					192		257
Pls Financial	39490 Lyndon B Johnson Fwy, Dallas, TX 75232	97222xxxx8	aal**@p***.com	4.9	905			11610	737	11000	5	1
Timber Creek Capital	5100 Belt Line Rd, Dallas, TX 75254	97271xxxx8	adm@t***************.com
Wells Fargo Advisors	4232 Lemmon Ave, Dallas, TX 75219	21478xxxx0		1	1
Skybound Wealth Management USA	Southeast Financial Center (work), 200 S Biscayne Blvd Suite 2930, Miami, FL 33131	78640xxxx3		4	8
James Winkler - RBC Wealth Management Financial Advisor	100 Crescent Ct Ste 1500, Dallas, TX 75201	97261xxxx1
Capitol Private Wealth Group	8150 Leesburg Pike #630, Vienna, VA 22182	70322xxxx8	a.c*@c*******.com	3	2
Richard Groh, CFP	2 Belvedere Pl Ste 100 Mill Valley, CA 94941	41528xxxx4
Muniauction	429 Forbes Ave, Pittsburgh, PA 15219	41239xxxx5	aar******@g********.com	2.4	16			304	15	337
Michael Rama - Financial Advisor, Ameriprise Financial Services	5 E Germantown Pike, Plymouth Meeting, PA 19462	48456xxxx4	and********@a*.com
Gaylord Wealth Management	3145 Geary Blvd Ste 717 San Francisco, CA 94118	41555xxxx2	con**@p***********.org			5	2
Charles Schwab	11601 Wilshire Blvd, Los Angeles, CA 90025	31057xxxx0	aar******@s***.com					645552	245	655000
Edward Jones - Financial Advisor: Alix Foster II	6009 Belt Line Rd Ste 150, Dallas, TX 75254	97238xxxx0	a.j*******@e********.com					91267	7	106000
Citrine Capital	535 Mission St Fl 14 San Francisco, CA 94105	41549xxxx2	inf@c********************.com	4.7	14	5	32
Washington Retirement Planning Specialists - Ameriprise Financial Services, LLC	433 Plaza Real suite 275, Boca Raton, FL 33432	24072xxxx4	dns***@a*.com	5	1
Redoak Financial	14911 Quorum Dr Ste 300, Dallas, TX 75254	97236xxxx8
Quantum Financial Advisors	51 Monroe St Penthouse Suite 1902, Rockville, MD 20850	30129xxxx3	aja***@q***.com	5	44
Beyond Financial Planning	7910 Woodmont Ave Suite 310 3rd Floor, Bethesda, MD 20814		bfp**********@w********.com	5	3
Lars Jorgensen Ameriprice Financ	11835 W Olympic Blvd, Los Angeles, CA 90064	31099xxxx9	lar***********@a*.com							104
Cerity Partners	345 California St Ste 1100 San Francisco, CA 94104	41578xxxx5	aa@c*************.com
Wells Fargo Advisors	11836 San Vicente Blvd, Los Angeles, CA 90049	31082xxxx1
Norten Mike	131111 N Central Expy Ste 310, Dallas, TX 75206	21434xxxx8
Strategic Financial Planning	6513 Preston Rd STE 100, Plano, TX 75024	97240xxxx4	ada@s********.com					174	3	174
Hamilton Financial Planning	Williams Tower, 2800 Post Oak Blvd STE 4100, Houston, TX 77056	34620xxxx0	alv@h**********************.com
Nextvest, LLC	501 Elm St Ste 450, Dallas, TX 75202	71345xxxx8									5	2
The Weierbach Investment Group	181 Washington St Ste 500, Conshohocken, PA 19428	48453xxxx3	aar**********@r.com							21
PB Financial Group Corp.	6380 Wilshire Blvd, Los Angeles, CA 90048	32393xxxx5	mar********@p***********.com
Financial Foundation USA	921 Crestview Dr, Coppell, TX 75019	51860xxxx1	con**@f*********.com
National Financial Network, Inc.	150 S Warner Rd Ste 120, King Of Prussia, PA 19406	61029xxxx0	cam***********@g*********.com	5	1
Planning Needs Financial Group	6219 Executive Blvd #100, Rockville, MD 20852	30123xxxx6	cha**@p**********.com	5	11					69
Corporate Financial Group - UBS Financial Services Inc.	2000 Avenue Of The Stars 7th Fl, Los Angeles, CA 90067	31073xxxx8	aar*****@u.com
Wayman, Patrick, AGT	5 E Germantown Pike, Plymouth Meeting, PA 19462	61094xxxx0	and********@a*.com							124
Julie Malta - Guarantee Mortgage	232 Townsend St, Ste 1275 San Francisco, CA 94107	14152xxxxx0	aau****@g**************.com	5	52	5	83	1514	18	1500
BOL Global	2830 Geary Blvd, San Francisco, CA 94118	14154xxxxx4	bol@b***********.com	4.6	48	4.4	81
Morgan Stanley Wealth Management	1875 Century Park E Ste 1470, Los Angeles, CA 90067	31055xxxx0
Buchanan Wealth Management	11710 Plaza America Dr suite 2000, Reston, VA 20190	70395xxxx3	inf@b************.com	5	2			55		66
Edelman Financial Engines	651 Holiday Dr Ste 5, Pittsburgh, PA 15220	83375xxxx3	aar@e********************.com					19072	23	20000
Creative Planning	8444 Westpark Dr #610, McLean, VA 22102	70373xxxx0	a.j****@c*************.com	4.9	66			8462	147	8400
Mary Wong Insurance Services	50 Victoria Ave Ste 102 Millbrae, CA 94030	41579xxxx9	bus**********@g**.com			4.6	9	105		107
Wellguard Insurance & Financial	1516 Oak St Ste 218 Alameda, CA 94501	51074xxxx9	inf@w****************.com			5	1
Justin Demko, CPM - UBS Financial Services Inc.	2000 Avenue Of The Stars 7th Fl, Los Angeles, CA 90067	31073xxxx9	abc*@u.com
Hearthstone Financial, Inc.	16610 Dallas Pkwy Ste 1700, Dallas, TX 75248	97250xxxx3	dqu*@h*****************.com
Kathy Corrales - RBC Wealth Management Financial Advisor	1 Ppg Pl Ste 2900, Pittsburgh, PA 15222	41220xxxx7	rbc*******@r.com
Defined Financial Planning	2413 Webb Ave Ste B Alameda, CA 94501	51020xxxx5	eve*@d************.com			5	1	133	2	147
Ameriprise Financial	5151 Belt Line Rd Ste 101, Dallas, TX 75254	97238xxxx3	ame****************@a*.com					132449		134000
Santander Bank	618 Germantown Pike, Lafayette Hill, PA 19444	61082xxxx0						123504	1163	123000
Fruition Advisors	1159 Keith Ave Berkeley, CA 94708	51050xxxx0	ali*@f*************.com			5	13
Edward Jones - Financial Advisor: Travis Sewell	8117 Preston Rd Ste 683, Dallas, TX 75225	21434xxxx2	a.j*******@e********.com					91269		106000
Zoe Financial	666 3rd Ave, New York, NY 10174	64668xxxx4	adv*********@z***.com	4.5	31			1591		1500
The Spinner Group - UBS Financial Services Inc.	2000 Avenue Of The Stars 7th Fl, Los Angeles, CA 90067	31073xxxx5	abc*@u.com
Fusion Investment Group	301 Grant St Ste 450, Pittsburgh, PA 15219	41232xxxx0	aak@h*******.com
Winkler Johnson Group	100 Crescent Ct Ste 1500, Dallas, TX 75201	21477xxxx0	wms********@r.com					16269		16000
Thrive Wealth Advisors	663 S Washington St, Alexandria, VA 22314	70374xxxx0	adm@t******.com	5	13			124	3	122
*ETRADE - Temp. CLOSED**	532 Market St San Francisco, CA 94104	86678xxxx4	adv**********@e***.com			1.3	122	165432		169000
RBC Wealth Management Branch - Conshohocken	181 Washington St Ste 500, Conshohocken, PA 19428	48453xxxx0
Curb The Clutter	Mill Valley	41564xxxx1	hel@r********.com	5	2	4.9	9
Lindsey Caminiti - Private Wealth Advisor, Ameriprise Financial Services	1601 Elm St Ste 4350, Dallas, TX 75201	21427xxxx9	bri***********@a*.com					1107		1100
Griffin and Griffin	2501 Dekalb Pike, Norristown, PA 19401	61027xxxx2	aai*@y********.com
Janet Lin - State Farm Insurance Agent	2190 3rd St, San Francisco, CA 94107	41562xxxx0	jan@i***********.com	5	137	4.8	125	109	4	114
Carsten Frederiksen - RBC Wealth Management Financial Advisor	100 Crescent Ct Ste 1500, Dallas, TX 75201	21477xxxx1	car**************@r.com
Divergent Planning	6701 Democracy Blvd #300, Bethesda, MD 20817	24042xxxx1	ara@d****************.com	5	40
Financial Advantage Associates, Inc.	2101 Gaither Rd Suite 600, Rockville, MD 20850	30161xxxx1	all**@f******.com	5	3
Brozos Investment Partners	300 Crescent Ct, Dallas, TX 75201	21475xxxx0	bra*************@d*.jewellaprivacy
Edward Jones - Financial Advisor: Kyler A Hill	2711 Lyndon B Johnson Fwy Ste 122, Dallas, TX 75234	97224xxxx1	a.j*******@e********.com					91269	14	106000
Wells Fargo Advisors	2240 Butler Pike, Plymouth Meeting, PA 19462	88880xxxx7	a-w*************@w***************.com					187078		188000
Charles Schwab	211 Main St, San Francisco, CA 94105	14156xxxxx0	app*****************@s***.com			2	154	646135	219	657000
Recover Tax	San Francisco, CA 94112	41550xxxx4				4.4	7
Morgan Stanley	10960 Wilshire Blvd, Los Angeles, CA 90024	31044xxxx1	aal*****@m**********.com					136581	3154	136000
Kelman and Magliari Advisory Group - Ameriprise Financial Services	2070 Butler Pike, Plymouth Meeting, PA 19462	61039xxxx7	dns***@a*.com					746		737
Micro Mobile	14901 Quorum Dr Ste 900, Dallas, TX 75254	21442xxxx7
Stonewood Capital Management Inc	209 4th Ave, Pittsburgh, PA 15222	41239xxxx0	al@q********.com					585536		762000
Safe Harbor Financial Advisors, LLC	300 Ellicott St, Occoquan Historic District, VA 22125	70382xxxx3	dd@s**************************.com	5	1
Drh Investments	12100 Wilshire Blvd, Los Angeles, CA 90025	31082xxxx0	dn@d*************.com
Robert Camras - Financial Advisor, Ameriprise Financial Services	2029 Century Park E Ste 2550, Los Angeles, CA 90067	42434xxxx4	ado******@a*.com
RBH Global Wealth Partners - Ameriprise Financial Services, LLC	1902 Campus Commons Dr Ste 500, Reston, VA 20191	70366xxxx1	all********@a*.com					153		154
ACap Advisors & Accountants: Wealth Management, Financial Planning and Accounting Services	12031 Ventura Blvd Suite 1, Studio City, CA 91604	81827xxxx1	aha******@a***.com	4.9	27
A J Jugan - Private Wealth Advisor, Ameriprise Financial Services	1570 Omega Dr, Pittsburgh, PA 15205	41292xxxx0	and*********@a*.com					1245		1300
Ameriprise Financial Advisors	1 Market Street 36th Fl San Francisco, CA 94105	41529xxxx5
Amanda Hill - Financial Advisor, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	46922xxxx4	ama******@a*.com					40		45
Lauren Johnson - RBC Wealth Management Financial Advisor	100 Crescent Ct Ste 1500, Dallas, TX 75201	97261xxxx2
D.A. Davidson	624 S Grand Ave 26th Fl, Los Angeles, CA 90017	21362xxxx0	a.a@d*********.com					930		1200
TD Ameritrade	525 Market St San Francisco, CA 94105	80066xxxx0	aam*********@t*********.com			1.4	173	645544	231	655000
Reverse With Mary-Alice	Mill Valley, CA 94942	41523xxxx7
Ameriprise Financial Advisors	44 Montgomery St Ste 4210 San Francisco, CA 94104	41578xxxx8
Jason Short - Financial Advisor, Ameriprise Financial Services	1570 Omega Dr, Pittsburgh, PA 15205	41292xxxx0	bai*********@a*.com	5	1			1244		1200
Vavra Capital Management	1026 Blacksmith Ln, Collegeville, PA 19426	61048xxxx8	inf@v**********.com							177
Planning Solutions Advantage	Harleysville, PA 19438	21551xxxx0
Golden Gate Insurance	1000 Hampshire St San Francisco, CA 94111	41542xxxx4				4	4
St Louis Financial Planners	1415 Elbridge Payne Rd # 140, Chesterfield, MO 63017	63653xxxx0	bre********@s**.com
Lifetime Financial Planning	2201 Cooperative Way suite 600, Herndon, VA 20171	70378xxxx6	inf@l********.net
Kroeger Financial	3300 Powell Ste G-27 Emeryville, CA 94608	51086xxxx6				3.7	3
Walnut Wealth Management Group - UBS Financial Services Inc.	500 Grant Street Bny Mellon Center 46th Floor, Pittsburgh, PA 15219	41266xxxx4	alb**********@u.com
F R Financial	13376 W Washington Blvd, Los Angeles, CA 90066	31082xxxx0
CFI Financial Advisors - Ameriprise Financial Services, LLC	1950 Old Gallows Rd STE 420, Vienna, VA 22182	70343xxxx0	car**********@a*.com					1277		1200
Piper Jaffray & Co	3333 Lee Pkwy Ste 600, Dallas, TX 75219	21466xxxx5						987	103	1100
SF Fire Credit Union	565 Buckingham Way, San Francisco, CA 94132	41567xxxx0	aay*@s*****.org	4.5	37	3.7	72	1882	525	1900
Bradley & Company	One Market Plz Ste 3600 San Francisco, CA 94105	41565xxxx0	abo@b******.com			5	1	1051	33	1200
HBK Investments	2101 Cedar Springs Rd Ste 700, Dallas, TX 75201	21475xxxx0	aak@h.com
Shea Wealth Care Retirement Planning	6407 Villa Rd, Dallas, TX 75252	97259xxxx0	jac@s************.com
American Financial Planning, Inc.	541 Luck Ave SW # 304, Roanoke, VA 24016	54090xxxx0	dco***@a*******.us	5	4			169	8	176
Monumental Financial Planning	1627 K St NW 9th Floor, Washington, DC 20006	20254xxxx9	ada*****@a*.com	5	13
Alex Rene Chivarsky - UBS Financial Services Inc.	2000 Avenue Of The Stars 7th Fl, Los Angeles, CA 90067	31073xxxx5	abc*****@u.com
C I A Companies Inc	768 N Bethlehem Pike Ste 201, Ambler, PA 19002	21562xxxx1
Ameriprise Financial	808 Northridge Dr, Pittsburgh, PA 15216	41256xxxx5	ame****************@a*.com					132022		133000
Dallas, TX Private Wealth Management - UBS Financial Services Inc.	100 Crescent Ct Ste 400, Dallas, TX 75201	88829xxxx2	acc*************@u.com
Global Advisor Group, LLC	1939 Roland Clarke Pl STE 400, Reston, VA 20191	70340xxxx0	chr*******@l.com	3	2			54		66
BB&T Scott & Stringfellow	150 S. Warner Rd, Suite 445, King of Prussia, PA 19406	61026xxxx0
Vincent Roney - TIAA Financial Consultant	141 S Saint Clair St, Pittsburgh, PA 15206	87720xxxx6	acc****************@t*.org					90510	537	91000
GuidePoint Financial Planning	12110 Sunset Hills Rd Suite 600, Reston, VA 20190	70348xxxx5	c18***************************@s***.wixpress	5	13
USA Wealth Group, Inc.	352 Faunce Corner Rd, Dartmouth, MA 02747	50899xxxx8	bri***@u***********.com	5	5
Benetrends Inc	1180 Welsh Rd Ste 280, North Wales, PA 19454	26749xxxx9	aby@b*******.com	4.8	360
The Cordiak Group	100 Crescent Ct Ste 1500, Dallas, TX 75201	21477xxxx8	rbc*******@r.com					47		49
Carson Amiral	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx6	ade*******@n.com			5	2	107574	16429	108000
National Institute Of Investment Research	12476 Venice Blvd, Los Angeles, CA 90066	31091xxxx0
The Financial Planning Group, LLC	1593 Spring Hill Rd #500e, Vienna, VA 22182	70339xxxx8	jos@m***.net					97		99
Matt Willis	2000 Avenue Of The Stars Ste 530N, Los Angeles, CA 90067	42449xxxx0	a@r*****.com
Merrill Lynch Wealth Management	5801 Forbes Ave, Pittsburgh, PA 15217	41252xxxx0	aas**********@m.com					174		232
Callahan Financial Planning - San Francisco	75 Broadway Ste 202 San Francisco, CA 94111	41579xxxx0	alb*@c*************.com							1000
Jack Greenberg - UBS Financial Services Inc.	500 Grant Street Bny Mellon Center, Pittsburgh, PA 15219	41266xxxx1	abc*****@u.com
Golden Strategies Financial Group	2551 Washington Rd # 820A, Pittsburgh, PA 15241	41285xxxx9	eri@g****************.com					120		119
Ameriprise Financial Advisors	150 Post St Ste 530 San Francisco, CA 94108	41562xxxx3				5	1
Dion ReyesQuiocho - HealthMarkets	144 El Camino Real San Bruno, CA 94066	65055xxxx3	aar******@h**********.com			5	18	49211	1961	50000
Bessemer Trust Private Wealth Management Dallas TX	300 Crescent Ct Ste 800, Dallas, TX 75201	21498xxxx0	a@b*******.com	4	1
Ameriprise Financial	11620 Wilshire Blvd, Los Angeles, CA 90025	31026xxxx2	ame****************@a*.com					132013		133000
Longhorn Wealth Management Group	5151 Belt Line Rd, Dallas, TX 75254	97270xxxx0	cwy*@n****************.com					41		49
Stephen Collins Owen - UBS Financial Services Inc.	100 Crescent Ct, Dallas, TX 75201	21496xxxx7	abc*****@u.com
Kevin Leonard - Private Wealth Advisor, Ameriprise Financial Services	161 Washington St Ste 1300, Conshohocken, PA 19428	61089xxxx2	ale*************@a*.com					44		55
Union Financial Partners	2001 Union St Ste 540 San Francisco, CA 94123	41556xxxx0	a.t******@u*******.com			3.3	9
Merrill Lynch Wealth Management	620 Whispering Pines Dr, Pittsburgh, PA 15238	41256xxxx0	aas**********@m.com
Ameriprise Financial	14800 Landmark Blvd Ste 888, Dallas, TX 75254	97269xxxx9	ame****************@a*.com					132602		134000
Heller Capital Resources	11845 W Olympic Blvd Ste 640, Los Angeles, CA 90064	31057xxxx9	inf@h*******.com					796		855
Kathleen M Sikora-Arnold - Financial Advisor, Ameriprise Financial Services	117 Veronica Ln, Lansdale, PA 19446	21599xxxx6	dns***@a*.com	5	3
Burgess Financial Planning	177 Post St Ste 600 San Francisco, CA 94108	14155xxxxx1	c18***************************@s***.wixpress			4.9	37
Applied Advisor	3150 18th St Ste 245 San Francisco, CA 94110	41532xxxx2	kat@a***********.com			4.3	14
Wealth USA, LLC	1221 Brickell Ave Suite 900, Miami, FL 33131	30539xxxx4	ada@w*******.com	5.06	6
Edward Jones - Financial Advisor: Ian Z Mayhaus	2535 Washington Rd Ste 1100, Pittsburgh, PA 15241	41234xxxx7	a.j*******@e********.com					91819		107000
Mary Allison Bourke - Financial Advisor, Ameriprise Financial Services	2029 Century Park E Ste 2550, Los Angeles, CA 90067	42434xxxx8	dns***@a*.com
William Giles Bishop - Private Wealth Advisor, Ameriprise Financial Services	1000 Germantown Pike Ste H1, Plymouth Meeting, PA 19462	61094xxxx2	dns***@a*.com
Graham Glosser - RBC Wealth Management Financial Advisor	100 Crescent Ct Ste 1500, Dallas, TX 75201	21477xxxx5
RSG Financial Service	500 Ross St, Pittsburgh, PA 15219	41245xxxx4
IPI Financial Services	3004 Broadway Ave, Hays, KS 67601	78562xxxx5	a.b***@i***************.com
AdvisorFinder - Find a Financial Advisor For You		75720xxxx0	com*****@j*****.com	5	2
InVision Capital Advisor	18 Bartol St Ste 1233 San Francisco, CA 94133	65091xxxx8				5	3
Gerald Klatz - Financial Advisor, Ameriprise Financial Services	161 Washington St Ste 1300, Conshohocken, PA 19428	61089xxxx5	ale*************@a*.com					132	2	133
The Lee Accountancy Group	369 13th St Ste 200 Oakland, CA 94612	51083xxxx0	inf@t***************.com			3.9	61	500		496
Financial Independence Planning	454 Germantown Pike Ste 4, Lafayette Hill, PA 19444	61082xxxx1	and*@m*********.com
Balance Financial Planning	5438 Shafter Ave Oakland, CA 94618	51084xxxx2	che*@b******.com			5	2
Edelman Financial Engines	100 Front St, Conshohocken, PA 19428	85585xxxx3	a.b***@e*************.com					18882	23	20000
GenVest Strategy Group - Ameriprise Financial Services - Closed	27 E Germantown Pike Ste 300, Plymouth Meeting, PA 19462	61083xxxx5	dns***@a*.com
Grove	San Francisco, CA 94107					5	7
The ROI Group LLC	550 American Ave Ste 203, King Of Prussia, PA 19406	61026xxxx0	amy***@t***********.com
Bitcoin Depot ATM	Los Angeles, CA 90046	67843xxxx4	aar@b*********.com					8127	274	8800
Fed RP - Federal Employee Retirement Planning	106 Main St # E, Matawan, NJ 07747	87765xxxx9	inf@f***.com	5	13
Robasciotti & Philipson	870 Market St Ste 1275 San Francisco, CA 94102	14159xxxxx0	afs*@r********.com			5	10			214
Ameriprise Financial	5910 N Central Expy Ste 1040, Dallas, TX 75206	21427xxxx9	ame****************@a*.com					133438		133000
Bespoke Wealth Advisors	177 Post St Ste 750 San Francisco, CA 94108	88847xxxx3	inf@b*******************.com
Topel & DiStasi Wealth Management	2907 Claremont Ave Ste 111 Berkeley, CA 94705	51089xxxx0	gav@t**.com			5	1	119		115
Jerome Free - Financial Advisor, Ameriprise Financial Services	423 Columbia Ave, Lansdale, PA 19446	21536xxxx4	dns***@a*.com	5	1
Financial Profiles Inc	11601 Wilshire Blvd Ste 1920, Los Angeles, CA 90025	31047xxxx0	agr@f********.com
Kyle Laskie - Financial Advisor, Ameriprise Financial Services	2029 Century Park E Ste 2550, Los Angeles, CA 90067	42434xxxx5	ant**********@a*.com
TGS Financial Advisors	100 W Matsonford Rd Ste 3-304 Radnor, PA 19087, Radnor, PA 19087	61089xxxx0	add*********@t***.com
CIBC Private Wealth	1201 F St NW #900, Washington, DC 20004	20278xxxx4	acc*****@c*.com	5	1			2123		2200
LaunchPoint Wealth Advisors - Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	97243xxxx1	che*********@a*.com					218	14	218
Stifel \| Marie Steinman, CFP	2121 Avenue Of The Stars Ste 2100, Los Angeles, CA 90067	31082xxxx9	ste****@s***.com	1	1			5041		5500
Advacned Pension Strategies	12100 Wilshire Blvd Ste 800, Los Angeles, CA 90025	31049xxxx5	adv***********************@a*************.com					119
Edward Jones - Financial Advisor: Phil Nelson	620 North St Joseph Ave, Suite 1, Hastings, NE 68901	40283xxxx2	a.j*******@e********.com	5	3			90710		105000
Davis, Howard D	429 Forbes Ave, Pittsburgh, PA 15219	41239xxxx6	hdd**@d****.com
Altitude Financial Planning	1880 Office Club Point #203, Colorado Springs, CO 80920	71948xxxx8	eva*****@a*******.com					678	14	669
Edward Jones - Financial Advisor: Dane Johnston	1501 Ardmore Blvd Ste 300, Pittsburgh, PA 15221	41235xxxx3	a.j*******@e********.com	5	3			91819		107000
WP Advisors	353 Sacramento St Fl 18 San Francisco, CA 94111	41577xxxx0	inf@w***********.com
Complete Financial	459 Fulton St Ste 203 San Francisco, CA 94102	41520xxxx5	blo@f****.com	5	14	4.6	22
Edward Jones - Financial Advisor: Tony Tenorio, CFP®\|AAMS™	10619 Jones St STE 201A, Fairfax, VA 22030	70327xxxx0	a.j*******@e********.com	5	4			90632		104000
Walter Reinsdorf - Ameriprise Financial Services	311 California St Ste 400 San Francisco, CA 94104	41577xxxx6	dns***@a*.com			5	1
ZBA Financial Services	7854 Wilshire Blvd, Los Angeles, CA 90025	41589xxxx3
The Advisory Group of San Francisco	44 Montgomery St Ste 2410 San Francisco, CA 94104	41597xxxx0	ati*@a************.com
Ray Zographos - Thrivent	237 Princeton Ave, Pittsburgh, PA 15229	41276xxxx5	adm@d*********.com
Alex Swisher - Financial Advisor, Ameriprise Financial Services	1601 Elm St Ste 4350, Dallas, TX 75201	21427xxxx9	ale*******@a*.com					1156	3	1100
Merrill Lynch Wealth Management	2229 Century Hl # 2800, Los Angeles, CA 90067	31085xxxx2	aas**********@m.com					206		273
Vaughn Asset Advisory	1910 Pacific Ave, Dallas, TX 75201	88869xxxx5
Credence Financial Group	3435 Wilshire Blvd Ste 2500, Los Angeles, CA 90010	21363xxxx0
Northwest Financial Advisors	200 Spring St #120, Herndon, VA 20170	70381xxxxxxx0	abe**@n***.com
Jake Stewart - State Farm Insurance Agent	490 Post St Ste 1606 San Francisco, CA 94102	41598xxxx3	jak@j*********.com			4.4	48	469	9	465
Merrill Lynch Wealth Management	150 Allegheny Center Mall, Pittsburgh, PA 15212	41232xxxx4	aas**********@m.com
Aaron J Vilfordi - Financial Advisor, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	97223xxxx5	aar*********@a*.com
Wells Fargo Advisors	3800 Whittier Blvd, Los Angeles, CA 90023	32326xxxx0
Provident Credit Union	450 Golden Gate Ave, 2nd Fl, No 2-0558 San Francisco, CA 94102	41586xxxx9	aal*****@p********.org			4.4	38	5997	95	5900
MANNA WEALTH MANAGEMENT - Washington DC Financial Advisors	700 K St NW, Washington, DC 20001	70353xxxx0	aar*********@m***********.com	4.9	27
Bank of America Financial Center	5500 Geary Blvd, San Francisco, CA 94121	14156xxxxx1	ahm**********@m.com	1.8	25	2	44	886838
Steigerwald, Gordon & Koch Wealth Advisors	893-A Harrison St SE, Leesburg, VA 20175	70377xxxx6	ann@s****************.com					556		622
Hedge Solutions	12100 Wilshire Blvd Ste 1040, Los Angeles, CA 90025	31089xxxx3
Good Life Financial Advisors of NOVA	633 S Washington St, Alexandria, VA 22314	70321xxxx2	adv*@g***********.com	5	30					216
Mullen Margie Certified Financl Planner	606 N Larchmont Blvd, Los Angeles, CA 90004	32346xxxx9
Ameriprise Financial	1 Altoona Pl Ste 1, Pittsburgh, PA 15228	41244xxxx0	ame****************@a*.com					132449		134000	5	2
Wells Fargo Advisors	14999 Preston Rd, Dallas, TX 75254	97299xxxx5
Edward Jones - Financial Advisor: Lance B Burgert	4146 Library Rd, Pittsburgh, PA 15234	41234xxxx0	a.j*******@e********.com					90496		104000
AMJ Financial	44160 Scholar Plaza Suite 490, Leesburg, VA 20176	70346xxxx7	abe**@a*********.com
Edward Jones - Financial Advisor: Dane Johnston	2020 Ardmore Blvd, Pittsburgh, PA 15221	41235xxxx3	a.j*******@e********.com	5	3			91820		107000
U.s. Bank Atm - Acme Market - Andorra	8600 Ridge Ave, Philadelphia, PA 19128	80087xxxx7
Paul Leach	2000 Avenue Of The Stars Ste 530N, Los Angeles, CA 90067	42460xxxx5	abu*@r***.com
Macleod Wealth Management	7083 Hollywood Blvd, Los Angeles, CA 90028	32380xxxx1
Index Advisors	2301 Cedar Springs Rd, Dallas, TX 75201	21421xxxx9	amy****@h******.com
Merrill Lynch Wealth Management	261 Old York Rd, Jenkintown, PA 19046	21588xxxx6
Equity Planning Inc.	7910 Woodmont Ave #900, Bethesda, MD 20814	30165xxxx2	ali******@e***********.com	5	2			57		63
OnPlane Financial Advisors LLC	16100 Riffle Ford Rd, Gaithersburg, MD 20878	70385xxxx9	dar*@o*************.com	5	4
Capital Alliance Corporation	2777 N Stemmons Fwy Ste 1220, Dallas, TX 75207	21463xxxx0	aid*****@c*****.com
Devon Financial Group, Ltd.	150 S Warner Rd Ste 256, King Of Prussia, PA 19406	61097xxxx0	aar******@l.com
Tom Eades - RBC Wealth Management Financial Advisor	100 Crescent Ct Ste 1500, Dallas, TX 75201	21477xxxx1	joh******@c.rbcwealthmanagement					12775
Wells Fargo Advisors	2933 Los Feliz Blvd, Los Angeles, CA 90039	32366xxxx0
U.S. Bank Branch - Temp. CLOSED	443 Castro St San Francisco, CA 94114	41543xxxx0	aar**********@u***.com			1.7	125	345558	5939	348000
TrigoFi	1012 Torney Ave San Francisco, CA 94129	41532xxxx5	con**@t****.com
Edelman Financial Engines	4000 Legato Rd 8th Floor, Fairfax, VA 22033	83375xxxx3	aar*****@e********************.com	3.6	7			20885	27	20000
Amerprise Financial Services Inc	5500 Corporate Dr, Pittsburgh, PA 15237	41231xxxx0	ame***************@e.ameriprise					132824		134000
Edward Jones - Financial Advisor: Walter E Dobies	5700 Corporate Dr Ste 640, Pittsburgh, PA 15237	41236xxxx4
Albion Financial Group	Commons at Sugarhouse, 1165 Wilmington Ave #250, Salt Lake City, UT 84106	80148xxxx0	a.h***@a************.com	5	4			224	15	242
Edward Jones - Financial Advisor: Jake Szulinski, CFP®	656 E Swedesford Rd Ste 250, Wayne, PA 19087	48458xxxx7	a.j*******@e********.com	5	1			91633		107000
Lula Financial	66 Franklin St Fl 3 Oakland, CA 94607	14156xxxxx7	ami@l***********.com	4.2	19	4.9	52
Wells Fargo Advisors	10920 Wilshire Blvd, Los Angeles, CA 90024	31055xxxx4
Herrera Financial Services	1370 Valencia St Ste A San Francisco, CA 94110	41569xxxx0				5	1
Family Financial Planners Inc	4499, 406 S Dixie Ave # 1, Fruitland Park, FL 34731	35232xxxx0	cri****@f***********.com	3	2
The Manning Group, Inc.	7309 Campbell Rd Ste 200, Dallas, TX 75248	97245xxxx0	bru@m**********.com	4.9	127			36		50
Golden Gate Financial Partners	580 California St Ste 1200 San Francisco, CA 94104	41539xxxx4	abi@g**********.com
Prudent Financial Planning	4850 Tamiami Trail N Suite 301, Naples, FL 34103	23923xxxx5	pat@p*****************.com	5	17
Michael Basile, CFP® - Financial Advisor	5757 N Lincoln Ave #27, Chicago, IL 60659	77372xxxx7	abc*****@c*************.com	5	28
Asset Preservation Wealth & Tax, Financial Advisors	16150 N Arrowhead Fountains Center Dr Suite 200, Peoria, AZ 85382	62340xxxx7	ale*****@a******.com	4.8	119			280	4	330
Brian Callahan - Financial Advisor, Ameriprise Financial Services	5 E Germantown Pike, Plymouth Meeting, PA 19462	61083xxxx9	and********@a*.com							124
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	45
Baltimore-Washington Financial Advisors	5950 Symphony Woods Rd # 600, Columbia, MD 21044	41046xxxx0	aga******@b*.com	4.8	33			479	21	509
Shawn Dorrough - Financial Advisor, Ameriprise Financial Services	1601 Elm St Ste 4350, Dallas, TX 75201	21427xxxx9	bri***********@a*.com
Siegel and Company PC	2306 E Carson St, Pittsburgh, PA 15203	41244xxxx8
DD Consulting	2215 Cedar Springs Rd Apt 1709, Dallas, TX 75201	97255xxxx0
Edward Jones - Financial Advisor: JP Northrop, CFP®\|ChFC®\|CEPA®\|AAMS™	595 Bethlehem Pike Ste 106, Montgomeryville, PA 18936	26766xxxx6	a.j*******@e********.com					90706		105000
Gillingham CPA	545 Market St, San Francisco, CA 94104		abi**@g**********.com	5	23	4.9	40
Health Care Financial Partners	2626 Cole Ave, Dallas, TX 75204	21466xxxx0
Dallas, TX Branch Office - UBS Financial Services Inc.	100 Crescent Ct Ste 600, Dallas, TX 75201	21422xxxx0	acc*************@u.com	5	1
J S Z Financial Company Inc	5421 Alpha Rd Ste 101, Dallas, TX 75240	97240xxxx0	bet******@r***********.com					614598		154
Turbeville Financial	615 Washington Rd, Pittsburgh, PA 15228	41253xxxx3	inf@w****************.net
MassMutual Eastern Pennsylvania	220 Gibraltar Rd Ste 350, Horsham, PA 19044	21544xxxx0	aby****@f***********.com
Buck Consultants	1801 Century Park E, Los Angeles, CA 90067	31028xxxx2
Bay Sherman & Craig LLP	11845 W Olympic Blvd Ste 845W, Los Angeles, CA 90064	31047xxxx0
Divorce Capital Planning	1 Almaden Blvd, Ste 610 San Jose, CA 95113	40899xxxx0	doe***@d*******************.com			5	9
Young William	70 Old Clairton Rd, Pittsburgh, PA 15236	41265xxxx0	ame****************@a*.com					132659		26
Abich Financial Services	20135 Lakeview Center Plaza Suite 110, Ashburn, VA 20147	57157xxxx8	abe****@a***********.com	4.717	171			1506	164	1500
Acorn Financial Services, Inc.	1875 Campus Commons Dr #100, Reston, VA 20191	70329xxxx0	aco@a************.com	4.9	39
Carlson Capital LP	2100 Mckinney Ave Ste 1600, Dallas, TX 75201	21493xxxx0	aal**@c***********.com
American Express	300 Penn Center Blvd, Pittsburgh, PA 15235	41282xxxx6
Carson Fong & Associates	950 Stockton St Ste 402 San Francisco, CA 94108	41598xxxx6				4.5	8
The Garvey-Clark Wealth Management Group - UBS Financial Services Inc.	101 W Elm St Ste 200, Conshohocken, PA 19428	21549xxxx9	abc*****@u.com
Chris Churchill	101 Montgomery St Ste 600 San Francisco, CA 94104	41587xxxx2	aah***@m*******.com			5	7
Wells Fargo Advisors	3649 Stocker St, Los Angeles, CA 90008	32329xxxx2
Mariner	1701 Cochran Rd 2nd Fl, Pittsburgh, PA 15220	41253xxxx0	aar******@m******************.com
Frost Bank	2627 W Jefferson Blvd Ste 314, Dallas, TX 75211	21451xxxx0	a.-***********@f******.com	3.7	22			4	23	7
Seeman & Holtz	630 Freedom Business Ctr Dr Ste 300, King Of Prussia, PA 19406	61033xxxx4
PNC Private Bank	8080 N Central Expy, Dallas, TX 75206	88876xxxx6	aar****@p.com	1	5			351591	9432	354000
BDO	One Bush St, San Francisco, CA 94104	41539xxxx0	aab*****@b.com			1	3	7925		8300
Financial Planning Group	6870 W 52nd Ave #105, Arvada, CO 80002	30333xxxx4		5	11
MassMutual Central US	100 S 5th St UNIT 2300, Minneapolis, MN 55402	61233xxxx3	abl*@f***********.com	3	4
Marlow & Massoni Cpas	2134 Van Ness Ave San Francisco, CA 94109	41567xxxx4	ale@m********.com		32	4.2	10
Awoye Capital		65036xxxx4	c18***************************@s***.wixpress							4
Haggar Wealth Group - UBS Financial Services Inc.	100 Crescent Ct, Dallas, TX 75201	21493xxxx2	acc*************@u.com
Wells Fargo Advisors	Los Angeles, CA 90024	31082xxxx3	a-w*************@w***************.com					186191		187000
Squarecap Financial Solutions	15400 Knoll Trail Dr, Dallas, TX 75248	97278xxxx5
Applied Financial Planning, Inc.	100 Pacifica #400, Irvine, CA 92618	80045xxxx4		4.6	9
John Ramzy - Financial Advisor, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	51269xxxx7	che*********@a*.com	5	1
United Planners Financial Services	7333 E Doubletree Ranch Rd, Scottsdale, AZ 85258	48099xxxx5	aar@u***********.com
United Advisors America	290 S Preston Rd Suite #220, Prosper, TX 75078	87744xxxx0	apa*****@u***********.com					20		20
Keystoone Wealth Management	529 Fayette St, Conshohocken, PA 19428	61086xxxx6
Neal D Vasso - Private Wealth Advisor, Ameriprise Financial Services	5000 Quorum Dr Ste 375, Dallas, TX 75254	97269xxxx9	ale******@a*.com
Oum & Co	601 California St Fl 18 San Francisco, CA 94108	41543xxxx4	a@o*****.com	5	3	5	2	2734	126	2900
Skylark Wealth	2443 Fillmore 380-1492 San Francisco, CA 94115	41588xxxx9	inq****@s**********.com			5	1
Peerless Advisors	1060 First Avenue, Suite 400, King Of Prussia, PA 19406	61093xxxx6	dar@p*************.com
World Financial Advisors	5177 Richmond Ave. Suite 318, Houston, TX 77056	71377xxxx0	jle**@w*******************.com
Harness Wealth	32 6th Ave Floor 13, New York, NY 10013	64658xxxx7	adv***@h**********.com	4.3	12
Secure Planning Group, LLC	200 Gibraltar Rd Ste 315, Horsham, PA 19044	21554xxxx6	ada******@s*****.net	5	4
Mohammed Adel Barakat - Financial Advisor, Ameriprise Financial Services	940 E 2nd St Apt 34, Los Angeles, CA 90012	21374xxxx4	cal*****@a*.com	5	1
Ameriprise Financial	12400 Wilshire Blvd Ste 1210, Los Angeles, CA 90025	31040xxxx0
Adam Klaus - Financial Advisor, Ameriprise Financial Services, LLC	1105 E 30th St Ste A, Hays, KS 67601	78562xxxx2	ada*****@a*.com
Commerce Trust	200 Crescent Ct Ste 1350, Dallas, TX 75201	21422xxxx3	ada****@c*********.com					2635	16
Ameriprise Financial	300 Penn Center Blvd, Pittsburgh, PA 15235	41282xxxx6
Future U Financial Inc.	110 S Hartford Ave Suite 100, Tulsa, OK 74120	91880xxxx9	dan***@f*************.com	5	15
Edward Jones - Financial Advisor: Chad D McMichael, CFP®\|AAMS™	24805 Pinebrook Rd STE 210, South Riding, VA 20152	57136xxxx6	a.j*******@e********.com	5	8			91611		106000
Merrill Lynch Wealth Management	2100 Ross Ave Ste 1000, Dallas, TX 75201	21496xxxx8	ann*******@m.com	1	2
Teal, Brian	300 Crescent Ct, Dallas, TX 75201	21430xxxx2	ale********@m.com
Edward Jones - Financial Advisor: Joshua Staph	4146 Library Rd, Pittsburgh, PA 15234	41234xxxx0	a.j*******@e********.com	3.5	2
Navarette Financial Ins Agency	5641 E Beverly Blvd, Los Angeles, CA 90022	32321xxxx1	joh*****@n****************.com	4.7	617
Edward Jones - Financial Advisor: Ryan L Hutchison	2071 Golden Mile Hwy, Pittsburgh, PA 15239	72438xxxx1	a.j*******@e********.com	5	5			92914		108000
American Express Financial Advisors Inc	14800 Landmark Blvd, Dallas, TX 75254	97239xxxx8	aar***********@a*.com					132678		134000
Brent K Sandino Cfp	243 W Germantown Pike, Norristown, PA 19401	61027xxxx1
Empyrean Funding & Management	11677 San Vicente Blvd Ste 206, Los Angeles, CA 90049	31057xxxx2	azh**@e************.com	3	2			101		102
Michelle Renee Alberda - Ameriprise Financial Services	150 Post St Ste 530 San Francisco, CA 94108	41562xxxx3	aru********@a*.com			4.6	7
Wells Fargo Advisors	245 N Larchmont Blvd, Los Angeles, CA 90004	31055xxxx1
Santander Bank	1401 Bruce Rd, Oreland, PA 19075	87776xxxx5	a@s************.com
The Meridian Group	223 4th Ave Ste 1700, Pittsburgh, PA 15222	41223xxxx3	lis@t************.com
ESOP Advisors, Inc.	11800 Sunrise Valley Dr, Reston, VA 20191	70375xxxx3	ada*@e*********.com
Salon Magura Private Wealth Group	181 Washington St Ste 500, Conshohocken, PA 19428	61072xxxx0	wms********@r.com					13859		15000
Sensible Money, LLC	4200 N Marshall Way #2, Scottsdale, AZ 85251	48071xxxx0	amy@s************.com	5	20			1326	6	1300
Lone Oak Inc	11611 San Vicente Blvd Ste 640, Los Angeles, CA 90049	31082xxxx8	adm@l********.com	5	4
Values Added Financial	1323 Shepherd St NW, Washington, DC 20011		ari@v*******************.com	5	2
Ameriprise Financial Advisors	455 Market St Ste 1480 San Francisco, CA 94105	41577xxxx6				1.7	26
Main Line Group Wealth Mgmnt	100 W Elm St, Conshohocken, PA 19428	61082xxxx8	and************@m**.com
Frost Bank	3704 W Camp Wisdom Rd, Dallas, TX 75237	21451xxxx0	a.-***********@f******.com	3.9	22			5	17	12
US Planning Group	400 Perimeter Center Terrace #900, Atlanta, GA 30346	77039xxxx5	abr****@u*******.com
Monem Corp	11845 W Olympic Blvd Ste 1040W, Los Angeles, CA 90064	31047xxxx0
Ivelis Valles - Financial Advisor, Ameriprise Financial Services	1000 Germantown Pike Ste A1, Plymouth Meeting, PA 19462	61027xxxx0	ash*******@a*.com
LGT Financial Advisors	2626 Howell St, Dallas, TX 75204	21446xxxx0	ade@l***.com					334	140	376
Brandon J Miller - Brio Financial Group	333 Bush St Ste 1400 San Francisco, CA 94104	83362xxxx0	abr**@b***.com			5	2
Debi Graham - COUNTRY Financial Representative	1070 W Horizon Ridge Pkwy Ste 105, Henderson, NV 89012	70256xxxx5	abc*****@c*************.com	5	10			171557
Edward Jones - Financial Advisor: Lora M Schneider	213 W 43rd St Ste 700, Hays, KS 67601	78562xxxx3	a.j*******@e********.com	5	3			90707		105000
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	51
Briaud Financial Advisors	1611 Crescent Pointe Pkwy, College Station, TX 77845	97926xxxx1	ail********@b***.com	5	1
Karissa Wong - Ameriprise Financial Advisor	44 Montgomery St Ste 4210 San Francisco, CA 94104	41578xxxx0
Market Street Financial Group - Ameriprise Financial Services, LLC	113 E Market St Ste 220, Leesburg, VA 20176	57120xxxx0	chr*******@a*.com	1	1					57
Tristate Financial Advisors	8605 Westwood Center Dr # 505, Vienna, VA 22182	70334xxxx3	inf@f*******.com	5	1			420	27	479
Edelman Financial Engines	13727 Noel Road Tower 2 Suite 1075, Dallas, TX 75240	83375xxxx3	aar*****@e********************.com	5	1			20853	28	20000
HDQ Wealth	1100 Main St UNIT 400, Kansas City, MO 64105	91328xxxx3	ale*@h******.com	5	10			273	67	273
Upstart Wealth Management	582 Market St Ste 808 San Francisco, CA 94104	41554xxxx6	inf@u***********.com
Ameriprise Financial	530 E Swedesford Rd Ste 102, Wayne, PA 19087	61068xxxx0	ame***************@e.ameriprise					132435		134000
Morgan Stanley & Co	101 California St San Francisco, CA 94111					1	2
Java Wealth Planning		81665xxxx0	fir@j*******.com	5	10
Professional Financial Solutions, LLC	10517A West Dr, Fairfax, VA 22030	70338xxxx0	aeu***@p******************.com	5	2					58
Caffrey Insurance Solutions	2413 Webb Ave Ste C Alameda, CA 94501	51044xxxx7	aca***@c*************.com	5	2	5	95	71		74
Capital Financial Advisory Group	1500 Town Side Dr #201, Apex, NC 27502	91965xxxx1	acc***@b****************.com	4.5	74			927	390	948
Sean W. Becker Consulting	Ardmore, PA 19003	61099xxxx3
Pittsburgh, PA Branch Office - UBS Financial Services Inc.	5600 Walnut St, Pittsburgh, PA 15232	72441xxxx0	aar*****@u.com	5	1			234084		248000
ROMAR Wealth Management	600 Grand Ave Ste 301 Oakland, CA 94610	51081xxxx9				5	13
Hermann Morse & Associates	11835 W Olympic Blvd Ste 735E, Los Angeles, CA 90064	31047xxxx0	ame****************@a*.com					132479		134000
Joseph Padula - Financial Advisor, Ameriprise Financial Services	161 Washington St Ste 1300, Conshohocken, PA 19428	61089xxxx7	ale*************@a*.com
Patrick Digenan	2000 Avenue Of The Stars Ste 530N, Los Angeles, CA 90067	42449xxxx3	a@r*****.com							1100
Christopher Detzer	350 Oakland Ave, Oakland, CA 94611	51073xxxx9				4.9	17
Kopensky LLP, CPAs	1495 Alan Wood Rd, Ste 102, Conshohocken, PA 19428	61083xxxx0	anu@k*******.com	4.1	13			38	3	47	5	5
Staley Capital Advisers	1 Oxford Ctr, Pittsburgh, PA 15219	41239xxxx2	doe@s********.com
Fitch Financial Advisors	2627 Chestnut St San Francisco, CA 94123	41592xxxx9	cla**@f**********.com			3	4
Berit Suba, MBA,CFP	555 California Ste 2300 San Francisco, CA 94104	41539xxxx2				5	1
Devening, Pieroni & Wildenthal - UBS Financial Services Inc.	100 Crescent Ct, Dallas, TX 75201	21496xxxx0	abc*@u.com
Edelman Financial Engines	6550 Rock Spring Dr Suite 510, Bethesda, MD 20817	83375xxxx3	aar*****@e********************.com	1	1			18999	23	20000
Dennis Freedman - Financial Advisor, Ameriprise Financial Services	5 E Germantown Pike, Plymouth Meeting, PA 19462	61094xxxx3	and********@a*.com							124
Edward Jones - Financial Advisor: Wendy W Seale	14241 Dallas Pkwy Ste 120, Dallas, TX 75254	97223xxxx0	a.j*******@e********.com					110786		110000
Morgan Stanley Wealth Management	8383 Preston Center Plz, Dallas, TX 75225	21436xxxx5	int********@m**********.com	3	2
Frost Bank	8201 Preston Rd Ste 180, Dallas, TX 75225	21451xxxx0	a.-***********@f******.com	4.4	14			2	15	2
Oakwood Capital Management	1990 S Bundy Dr Ste 777, Los Angeles, CA 90025	31095xxxx0	ber**@o*******.com					3668	2	3600
FPP Wealth Advisors - Ameriprise Financial Services, LLC	3050 Chain Bridge Rd #101, Fairfax, VA 22030	70338xxxx4	ang******@a*.com					272		283
Kirk Miller	21900 Burbank Blvd 3rd Floor, Los Angeles, CA 91367	32357xxxx5
David Bolger	5 W Germantown Pike, East Norriton, PA 19401	21525xxxx2	abc*****@c*********.com
Stroyne Financial	500 Mcknight Park Dr Ste 501A, Pittsburgh, PA 15237	41236xxxx1	sdu*@s*************.com
First Financial Group USA Inc	100 W Big Beaver Rd #200, Troy, MI 48084	58699xxxx0	con****@f*******************.com
Trading Financial Credit	3055 Wilshire Blvd Ste 300, Los Angeles, CA 90010	21320xxxx0	ale@t*****.com
Hirtle Callaghan & Co	300 Barr Harbor Dr, W Cnshohocken, PA 19428	61082xxxx0	abe**@h************.com	3	2
Financial Planner	3320 N Buffalo Dr #204, Las Vegas, NV 89129	70280xxxx0		3	2
Edward Jones - Financial Advisor: Kia N Coleman, AAMS™	1690 Sumneytown Pike Ste 155, Lansdale, PA 19446	26764xxxx0	a.j*******@e********.com	5	2			90707		105000
Jason Sample - COUNTRY Financial Representative	4545 E Shea Blvd Ste 248, Phoenix, AZ 85028	48099xxxx5	aar********@c*************.com	5	30			170853		163000
Ameriprise Financial	11726 San Vicente Blvd Ste 222, Los Angeles, CA 90049	31049xxxx4
Bill Swisher - Financial Advisor, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	97223xxxx0	bil*******@a*.com
Frankel Financial Corp	455 Pennsylvania Ave Ste 2LF, Fort Washington, PA 19034	21564xxxx0	bwi*****@f*************.com	2.3	3
Blazer Capital Management	2403 Sidney St Ste 245, Pittsburgh, PA 15203	41290xxxx9
Wealth Enhancement Group	5599 San Felipe St # 900A, Houston, TX 77056	71362xxxx0	aba**@w**************.com	5	2			2767		3100
Andrews Financial Planning	228 Windsor River Rd Ste 112 Windsor, CA 95492	70732xxxx3	ka@a***********************.com			5	2
Evercore Isi	11111 Santa Monica Blvd, Los Angeles, CA 90025	31047xxxx2	a.-***@e*****.com
Raymond James Financial Services	313 6th Ave, Pittsburgh, PA 15222	41247xxxx2
AAA San Francisco Potrero Center Branch	2300 16th St Ste 280 San Francisco, CA 94103	62890xxxx9	aaa**********@n*****.aaa	4.3	327	3.4	157	201080	274	202000
Richard Costa - RBC Wealth Management Financial Advisor	1 Ppg Pl Ste 2900, Pittsburgh, PA 15222	41220xxxx2	wms********@r.com					13911		15000
Thomas McGuire - Thrivent	2031 N Broad St Ste 135, Lansdale, PA 19446	21536xxxx8	adm@d*********.com					81		79
Premier Financial Management	1100 Liberty Ave Ste C1, Pittsburgh, PA 15222	41256xxxx0	sdr*******@s***********.com					165	2	191
Steven Kalmus - Financial Advisor, Ameriprise Financial Services	1601 Elm St Ste 4350, Dallas, TX 75201	21427xxxx9	bri***********@a*.com					1107		1100
Wells Fargo Advisors	165 Township Line Road Two Pitcairn Place, Suite 200, P.O. Box 9013, Jenkintown, PA 19046	80022xxxx3	a-w*************@w***************.com					187038		188000
Penugonda, Shrinivas, AGT	161 Washington St, Conshohocken, PA 19428	61082xxxx5	dns***@a*.com							86
The Lewis Financial Group	20755 Williamsport Pl #140, One Loudoun, VA 20147	70328xxxx2
AFG Settlement Planning	2275 Swallow Hill Rd, Pittsburgh, PA 15220	41221xxxx1	cin@a****************.net					500		508
Transamerica Corporation	600 Montgomery S Ste 2300 San Francisco, CA 94111					1	12
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 - Financial Advisor: Jake Sloan	110 E Main St, Beloit, KS 67420	78573xxxx0	a.j*******@e********.com					90706		105000
Fenway Financial Group, LLC.	100 44675, Cape Ct, Ashburn, VA 20147	70371xxxx8	d.j*@f*****************.com
Painewebber	101 W Elm St, Conshohocken, PA 19428	61094xxxx1	aar*****@u.com					237311		251000
Clear Insight Wealth Management	7918 Jones Branch Dr 4th Floor, #202, McLean, VA 22102	70367xxxx7	adr***@m***.com	5	1
BookSoEasy	1459 18th St Ste 246 San Francisco, CA 94107	14152xxxxx2	ake@b*******.com			4.8	16
Sage Financial Group	300 Barr Harbor Dr Ste 200, Conshohocken, PA 19428	48434xxxx0	aco@s**********.com	5	1			1677		1700
Financial	3626 N Hall St Ste 814, Dallas, TX 75219	21452xxxx0	pau@p********.com
Brian Zabriski - Wilmington Advisors @ M&T	436 7th Ave, Pittsburgh, PA 15219	57086xxxx0	adv**@w***************.com					94104	2574	96000
Celerity Partners	11111 Santa Monica Blvd Ste 1128, Los Angeles, CA 90025	31026xxxx0
Stern Financial Services	15950 Dallas Pkwy, Dallas, TX 75248	97236xxxx0	jsh****@f*******.com
Jennifer MacKerchar - Financial Advisor, Ameriprise Financial Services	27 E Germantown Pike Ste 300, Plymouth Meeting, PA 19462	61083xxxx5	dns***@a*.com
Samantha N Dinh, CFP - Paragon Financial Planning	550 Park St, Ste 105 Alameda, CA 94501	15102xxxxx4	inf@p********.com	5	2	5	49
Arthur Stein Financial, LLC	6701 Democracy Blvd #300, Bethesda, MD 20817	30137xxxx7	art@a*******************.com	5	26
Hightower Financial Principles	55 Lane Rd Suite 110, Fairfield, NJ 07004	97358xxxx0	aol***@f****************.com
Erica L Wadel - Financial Advisor, Ameriprise Financial Services	1000 Germantown Pike Ste A1, Plymouth Meeting, PA 19462	61027xxxx0	ash*******@a*.com
San Francisco Associates	847 Sansome St Fl 4 San Francisco, CA 94111	41567xxxx0	abl****@s*********.com			5	2
Scheffler Thomas J Certified Financial Planner	1 Sansome St San Francisco, CA 94104	41595xxxx8
Los Angeles, CA Private Wealth Management - UBS Financial Services Inc.	2000 Avenue Of The Stars 7th Fl, Los Angeles, CA 90067	88884xxxx1	abc*@u.com
American Portfolios Financial Services	4550 Post Oak Pl Dr, Houston, TX 77027	71346xxxx7
Ameriprise Financial Advisors	111 Pine St Ste 1750 San Francisco, CA 94111	41553xxxx0
SPC Financial, Inc.	3202 Tower Oaks Blvd #400, Rockville, MD 20852	30177xxxx0	ah@s***********.com	5	2
Katy Song Financial Planning	34 Meadow Dr Mill Valley, CA 94941	41527xxxx3	kat@k******.com			5	3			79
Andee Sloot - Financial Advisor, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	46922xxxx3	and******@a*.com					218	14	218
Justin King - Branch Manager, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	97224xxxx0	ann*******@a*.com							69
Edward Jones - Financial Advisor: Jonathan Kang	13305 Josey Ln, Dallas, TX 75234	97248xxxx3
Joe A. Chairez Jr - Financial Advisor, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	21445xxxx0	che*********@a*.com
Shoop, Burch & Associates - Ameriprise Financial Services	2029 Century Park E Ste 2550, Los Angeles, CA 90067	42434xxxx6	dns***@a*.com
Edward Jones - Financial Advisor: Rick Solt	14241 Dallas Pkwy, Dallas, TX 75254	97223xxxx0	a.j*******@e********.com					110786		110000
Lee Financial Corporation	8350 N Central Expy Ste 1800, Dallas, TX 75206	97296xxxx1	aan***@l***.com	5	1
Morgan Stanley Wealth Management	10960 Wilshire Blvd, Los Angeles, CA 90024	31044xxxx0	int********@m**********.com
Fuhrman Management Assoc	602 W Office Center Dr, Fort Washington, PA 19034	21561xxxx0	bfu***@i*****.com
Ferguson Johnson Wealth Management	51 Monroe St Suite PE 25, Rockville, MD 20850	30167xxxx4	djo***@f***************.com	5	3			161	4	163
Wells Fargo Advisors	10600 Forest Ln, Dallas, TX 75243	21425xxxx0
American Financial Advisors	1936 Lee Rd Suite 270, Winter Park, FL 32789	40720xxxx6	abr@a*******.com	5	9			158		217
Allen Belice, CEPA® - UBS Financial Services Inc.	500 Grant Street Bny Mellon Center, Pittsburgh, PA 15219	41256xxxx1	alb**********@u.com
Castellon Professional Services	48 Gold St Ste 200 San Francisco, CA 94133	41565xxxx6	jn@m*********.com			5	8
Lamb Financial Group	1100 E Hector St Ste 470, Conshohocken, PA 19428	61094xxxx0	amu*@l***************.com	5	1					358
Joe Wu, CPA	Walnut Creek, CA 94598	92577xxxx9	joe@j*****.com			4.9	42
Catamount Capital Partners	2602 Mckinney Ave, Dallas, TX 75204	21487xxxx0	bla@i*****.com
Hutchinson Wealth Group - UBS Financial Services Inc.	100 Crescent Ct Ste 600, Dallas, TX 75201	31252xxxx5	abc*****@u.com
Affinity Capital Advisors	825 Page St Berkeley, CA 94710	51098xxxx1	con**@a***********.com			5	3
ImpactAdvisor	655 Montgomery St, San Francisco, CA 94111	41586xxxx0	exx******@i**********.com			5	4
Ross Asset Advisors, Inc.	355 S Grand Ave Ste 2450, Los Angeles, CA 90071	21347xxxx9
Momentum Financial Team - Ameriprise Financial Services, LLC	1902 Campus Commons Dr Ste 500, Reston, VA 20191	70377xxxx8	bri**********@a*.com	5	1			101		98
Bank of America Financial Center	1525 Market St, San Francisco, CA 94103	41562xxxx3	ahm**********@m.com			2.2	74
Wells Fargo Advisors	18126 Preston Rd, Dallas, TX 75252	97275xxxx5
Joanne Jordan - Ameriprise Private Wealth Advisor	44 Montgomery St Ste 4210 San Francisco, CA 94104	41562xxxx2
Wells Fargo Advisors	13575 Goldmark Dr, Dallas, TX 75240	97239xxxx0	a-w*************@w***************.com					186266		186000
Frank Judge - Private Wealth Advisor, Ameriprise Financial Services	8333 Douglas Ave Ste 475, Dallas, TX 75225	21453xxxx3	dns***@a*.com	5	1
Wolf Group Capital Advisors	12701 Fair Lakes Cir Suite 220, Fairfax, VA 22033	70365xxxx5	abb*****@w*************.com
Merrill Lynch Wealth Management	180 Fort Couch Rd, Pittsburgh, PA 15241	41285xxxx0	ale********@m.com
Riley Accounting Lee Riley CPA MBA-tax	85 Libertyship Way, Sausalito, CA 94965	41530xxxx8	lee@r**************.net			4.5	8
PlanWell Financial Planning	10701 Parkridge Blvd STE 130, Reston, VA 20191	30138xxxx9	bre********@p*******.com	5	8
John Uriostegui	2000 Avenue Of The Stars Ste 530N, Los Angeles, CA 90067	42460xxxx0	abu*@r***.com
Modern Family Finance	Oakland, CA 94612	41529xxxx6	hel@g*******.co			5	8	269		275
MLS Wealth Partners-Ameriprise	500 N Gulph Rd, King Of Prussia, PA 19406	61099xxxx0	ash**********@a*.com
Jeffrey Harvey	100 Front St Ste 1325, Conshohocken, PA 19428	48420xxxx0	abc**@r***.com
PlainsCapital Bank	8200 Douglas Ave, Dallas, TX 75225	21452xxxx0	aac**@p**********.com	4	8			3843	209
Bruce C. Georgi - RBC Wealth Management Financial Advisor	1 Ppg Pl Ste 2900, Pittsburgh, PA 15222	41220xxxx0	rbc*******@r.com
Potomac Financial Private Client Group, LLC	11130 Sunrise Valley Dr #130, Reston, VA 20191	70389xxxx0	amy@p******************.com	3.7	3					85
Adrienne Ng - State Farm Insurance Agent	1643 Noriega St San Francisco, CA 94122	41529xxxx8				4.3	18
Thomas S Robbins - Private Wealth Advisor, Ameriprise Financial Services	27 E Germantown Pike Ste 300, Plymouth Meeting, PA 19462	61083xxxx5	chr************@a*.com					147	2	149
USA Wealth Advisors, Inc.	352 Faunce Corner Rd, Dartmouth, MA 02747	50899xxxx8	bri***@u***********.com	5	7
Herod Consulting	Dallas, TX 75225	21454xxxx2
Curtis Lee - State Farm Insurance Agent	648 Stanyan St, San Francisco, CA 94117	41575xxxx8	cur*@c******.net	4.9	87	4.6	49	109	6	123
Hillebrand Financial Planning	21351 Ridgetop Cir, Sterling, VA 20166	70372xxxx9	inf@h*****************.com
Bank of Texas	6701 Preston Rd, Dallas, TX 75205	21452xxxx5	and*******@b********.com	4.2	15			6664		6600
Heritage Fund Realty & Investments	21573 Foothill Blvd Ste 211 Hayward, CA 94541	51073xxxx1	che******@h***************.com			3.8	10	1906	10	1800
Council Financial & Insurance Services	425 Market St Ste 1600 San Francisco, CA 94105	92587xxxx2	her@c**************.com			5	67			103
Emmanuel A Santos, JD CPA Incorporated	447 Sutter St Ste 714 San Francisco, CA 94108	41536xxxx1	ami******@e****.com			4.4	8	371	53	357
Wesling Financial Planning Services	6621 Wakefield Dr Unit 113, Alexandria, VA 22307	70376xxxx9	car****@w*************.com	5	2
Financial Planning Concepts	301 N Main #140, Wichita, KS 67202	31626xxxx7		5	1
Egum	10833 Wilshire Blvd Apt 327, Los Angeles, CA 90024	81835xxxx8
Jamie Newbold - COUNTRY Financial Representative	37396 Ruben Ln Ste C, Sandy, OR 97055	50382xxxx9	abc*****@c*************.com	5	13
Wells Fargo Advisors	15216 Montfort Rd, Dallas, TX 75248	97239xxxx5		3	2
Aaron Weisinger - PNC Bank	201 Mission St Fl 25 San Francisco, CA 94105	41554xxxx0				4.9	48
David W Headrick - Financial Advisor, Ameriprise Financial Services	1570 Omega Dr, Pittsburgh, PA 15205	41292xxxx0	bai*********@a*.com					1245		1300
Pangea Financial Planning & Employee Benefits	5718 Westheimer Rd Suite 1000, Houston, TX 77057	80068xxxx1	cwa**@p***.us	4.9	46					74
Mason Investment Advisory Services Inc	11921 Freedom Dr Suite 1000, Reston, VA 20190	70371xxxx0	aar*********@m***********.com	3.7	3
Credit One Financial	10940 Wilshire Blvd, Los Angeles, CA 90024	31044xxxx0
First Financial Resources	12121 Wilshire Blvd, Los Angeles, CA 90025	31089xxxx0	jon****@s************.com
Santander Bank	920 Bethlehem Pike, Erdenheim, PA 19038	87776xxxx5	abc*****@s**********.com					122628	1161	122000
Monument Wealth Management	1940 Duke St Suite 6100, Alexandria, VA 22314	70350xxxx0	aba**@w**************.com	4.8	25			1538	27	1500
Alex Costa - RBC Wealth Management Financial Advisor	1 Ppg Pl Ste 2900, Pittsburgh, PA 15222	41220xxxx7
Stifel	1001 Liberty Ave Ste 900, Pittsburgh, PA 15222	41245xxxx0	abb*@s***.com					5044		5500
Frost Bank	3128 Forest Ln, Dallas, TX 75234	21451xxxx0	a.-***********@f******.com	3.6	5			154485	2748	158000
Haverford Financial Service	100 Matsonford Rd, Wayne, PA 19087	61099xxxx0
theUgroup	2000 Avenue Of The Stars Ste 530N, Los Angeles, CA 90067	42460xxxx0	abu*@r***.com
Signature Financial Planning	1301 Grandview Ave Ste 300, Pittsburgh, PA 15211	41239xxxx0	adm@e***.com					980	31
Wells Fargo Advisors	10211 Avalon Blvd, Los Angeles, CA 90003	32365xxxx5
Flex Tax and Consulting Group	1160 Battery St E, Ste 100 San Francisco, CA 94111	16283xxxxx4	ale****@f****.com	4.8	53	4.8	152	1144		1000
Jubilee Financial LLC	8507 Oxon Hill Rd, Fort Washington, MD 20744	30145xxxx8
Dayna Moser - UBS Financial Services Inc.	100 Crescent Ct Ste 400, Dallas, TX 75201	21498xxxx8	abc*@u.com
Edward Jones - Financial Advisor: Kayla Rehnberg, CFP®	608 4th Ave, Holdrege, NE 68949	30899xxxx9	a.j*******@e********.com	5	1			87937		100000
Jolivet Adam	11835 W Olympic Blvd Ste 900E, Los Angeles, CA 90064	31095xxxx1
Burns, Marlene, AGT	120 Ford St, Conshohocken, PA 19428	61039xxxx7	dns***@a*.com
Obsidian Planning Solutions	2099 Gaither Rd Suite 110, Rockville, MD 20850	30199xxxx5	h@o***************.com	5	1			70	3	76
Schultz Collins	455 Market St Ste 1250 San Francisco, CA 94105	41529xxxx0	bel**@s***********.com			5	1
Scalisi & Bernazzani Financial Services	1635 Irving St, San Francisco, CA 94122	41566xxxx4				5	39
Bruce Kunkle - Financial Advisor, Ameriprise Financial Services	161 Washington St Ste 1300, Conshohocken, PA 19428	61089xxxx8	bru*******@a*.com
Spectrum Financial Group	13455 Noel Rd, 20th Floor, Dallas, TX 75240	97245xxxx7	eri@s*******.com					466		466
Rockefeller Capital Management	2000 Avenue Of The Stars Ste 530N, Los Angeles, CA 90067	42460xxxx0	abu*@r***.com
Farmers Insurance - Aaron Thach	82 W Manor Dr Ste B Pacifica, CA 94044	41589xxxx3	aag**@f*********.com	4.9	52	4.9	151	279	122
Fiduciary Financial Advisors	124 Fulton St E Suite 200, Grand Rapids, MI 49503	61662xxxx2	and************@f******.com	5	29
Christopher Jeng - Financial Advisor, Ameriprise Financial Services	17304 Preston Rd Ste 1210, Dallas, TX 75252	21457xxxx0	chr*************@a*.com
Hackman Capital Partners	11111 Santa Monica Blvd Ste 1100, Los Angeles, CA 90025	31047xxxx0	abo***@h***********.com	5	6
Gregory C. Glosser - RBC Wealth Management Financial Advisor	100 Crescent Ct Ste 1500, Dallas, TX 75201	21477xxxx4	rbc*******@r.com
TruSpire Wealth Advisors - Ameriprise Financial Services	610 Freedom Business Ctr Dr Ste 230, King Of Prussia, PA 19406	61099xxxx0	ash**********@a*.com					96		106
Financial Plan Design	5520 Wellesley St # 206, La Mesa, CA 91942	88893xxxx6	bro*********************@l.com
Lawrence Amodie - TIAA Wealth Management Advisor	141 S Saint Clair St, Pittsburgh, PA 15206	87720xxxx6	acc****************@t*.org					90510	537	91000
Eric Ashburn CFP Private Wealth Advisor	8045 Leesburg Pike Suite 250, Vienna, VA 22182	83356xxxx0	abs****@a*********.com					281	3	324
Emerald Advisers	201 Penn Center Blvd, Pittsburgh, PA 15235	41281xxxx6	alo***@a**********.net
Charles Schwab	19009 Preston Rd, Dallas, TX 75252	80043xxxx0	aar******@s***.com					655219	260	655000
Michael K White CPA & Associates	1261 Locust St Walnut Creek, CA 94596	92537xxxx3	inf@m**************.com	3.8	5	2.1	7	31	2	43
Diane Dawson Giddens - Financial Advisor, Ameriprise Financial Services	8850 Boedeker Dr, Dallas, TX 75225	21489xxxx3	dia********@c**********************.com
Lori Maine - Financial Advisor, Ameriprise Financial Services	8333 Douglas Ave Ste 475, Dallas, TX 75225	21469xxxx0	dns***@a*.com	1	1			143		143
Edward Jones - Financial Advisor: Sharby Hunt-Hart	12900 Preston Rd Ste 623, Dallas, TX 75230	97278xxxx0	a.j*******@e********.com	5	1			91267		106000
The Crescent Group	100 Crescent Ct Ste 1500, Dallas, TX 75201	21477xxxx0	car**************@r.com
Santander Bank	613 Fayette St, Conshohocken, PA 19428	87776xxxx5	abc*****@s**********.com	3	12			122923	1159	123000
Decker Retirement Planning	1 Harbor Dr Ste 300 Sausalito, CA 94965	41552xxxx0	inf@d******.com
R Witt & Co Investment Advisor Firm	10940 Wilshire Blvd, Los Angeles, CA 90024	31044xxxx7
Tolleson Wealth Management	5500 Preston Rd Ste 250, Dallas, TX 75205	21425xxxx0	aad****@t***********.com
Association of African American Financial Advisors	1050 Connecticut Ave NW, Washington, DC 20036	20257xxxx9	aaa***************@a*****.org					853		959
Leading Edge Financial Planning, LLC	515 S Main St STE 103, Wichita, KS 67202	31676xxxx6	ame*@l**********.com	5	4
Edelman Financial Engines	1800 Diagonal Rd UNIT 480, Alexandria, VA 22314	83375xxxx3	aar@e********************.com	4.5	2			18999	23	20000
Peter Myers - RBC Wealth Management Financial Advisor	100 Crescent Ct Ste 1500, Dallas, TX 75201	21498xxxx5	joh******@c.rbcwealthmanagement					13894		15000
Edward Jones - Financial Advisor: Zachary Dickey	5934 Royal Ln Ste 218, Dallas, TX 75230	21436xxxx5
Financial Works USA, LLC	4200 Mamie St, Hattiesburg, MS 39402	86626xxxx0	jac@f**************.com
Edward Jones - Financial Advisor: Adam B Dobies	5700 Corporate Dr Ste 640, Pittsburgh, PA 15237	41299xxxx5	a.j*******@e********.com					91819		107000
Secure Wealth Financial Group USA	1531 E Bradford Pkwy Ste 225, Springfield, MO 65804	41731xxxx5	cla@s*******************.com
Charles Schwab	1900 Avenue Of The Stars Ste 101, Los Angeles, CA 90067	31071xxxx0	aar******@s***.com	3.5	10			645505	226	655000
Independent Financial Planning	1930 Isaac Newton Square STE 205, Reston, VA 20190	57196xxxx8	aar@e********************.com	5	2
Multi-Line Financial Services	243 W Germantown Pike, Norristown, PA 19401	61027xxxx1	bre********@m****************.com	3	6			14	2	16
Lee Oleinick - UBS Financial Services Inc.	500 Grant Street Bny Mellon Center 46th Floor, Pittsburgh, PA 15219	41266xxxx4	abc*@u.com
Alexander Financial Planning	1818 Library St Suite 500, Reston, VA 20190	70367xxxx8	ale**********@d***************.com	5	10
The Karkenny Wealth Management Team	181 Washington St Ste 500, Conshohocken, PA 19428	48453xxxx7	wms********@r.com					13887		15000
Courser Capital Management, LLC	20416 Bashan Dr Ste. 201, Ashburn, VA 20147	57135xxxx1	deb**@c****.co	5	5
Edward Jones	4849 Greenville Ave, Dallas, TX 75206	21436xxxx6	a.j*******@e********.com					90705		105000
Wells Fargo Advisors	6301 Wilshire Blvd, Los Angeles, CA 90048	32330xxxx0
Adam Koren Financial Coaching	Oakland, CA 94609	54177xxxx2	joh*****@a******.com			5	31
SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA	8229 Boone Blvd Suite 760, Vienna, VA 22182	70331xxxx5	ala*@s******.global	5	11			877		1000
Retirement Planners of America	2820 Dallas Pkwy, Plano, TX 75093	46924xxxx0	amy@r***.com	4.7	272			556	14
Mitchell Advisory Fee-Only Financial Planners	11710 Plaza America Dr suite 2000, Reston, VA 20190	70348xxxx8
Brian Griffin - RBC Wealth Management Financial Advisor	1 Ppg Pl Ste 2900, Pittsburgh, PA 15222	41238xxxx0	bri********@r.com							30
Sapphire Wealth Planning LLC	11863 W 112th St Suite 100, Overland Park, KS 66210	91373xxxx7	bha*@s*******************.com	5	1			61		63
Financial Growth Partners	12110 Sunset Hills Rd #340, Reston, VA 20190	66731xxxx1	a.m***@y****.com					58		92
Alex Vilfordi - Financial Advisor, Ameriprise Financial Services	5960 Berkshire Ln Ste 1200, Dallas, TX 75225	97223xxxx4	aar*********@a*.com
Edward Jones - Financial Advisor: David P Smith Jr	5000 Quorum Dr Ste 175, Dallas, TX 75254	46937xxxx7	a.j*******@e********.com	5	1			110786		110000
Jon Yenney Financial Advisor	1 W 1st Ave, Conshohocken, PA 19428	61082xxxx0
Kellen Quackenbush - TIAA Wealth Management Advisor	141 S Saint Clair St, Pittsburgh, PA 15206	87720xxxx6	acc****************@t*.org					90510	537	91000
Flawless Financial	1444 S Holt Ave Apt 4, Los Angeles, CA 90035	31050xxxx6
Stuart Rasbach - COUNTRY Financial Representative	7500 E Arapahoe Rd #210, Centennial, CO 80112	30322xxxx0	abc*****@c*************.com
Edward Jones - Financial Advisor: Drew Lancaster	4600 Greenville Ave Ste 230, Dallas, TX 75206	21426xxxx0	a.j*******@e********.com					91269		106000
Mission National Bank	3060 16th St, San Francisco, CA 94103	41582xxxx7	all*******@m**.com	3	8	3.2	11
Dorian Khouri - UBS Financial Services Inc.	2000 Avenue Of The Stars 7th Fl, Los Angeles, CA 90067	31073xxxx0	abc*@u.com
Wells Fargo Advisors	1534 N Vermont Ave, Los Angeles, CA 90027	32366xxxx0
Mariner	244 Blvd Of The Allies 1st Fl, Pittsburgh, PA 15222	41276xxxx1	aar******@m******************.com
Bernard Machlovitch	2000 Avenue Of The Stars Ste 530N, Los Angeles, CA 90067	42460xxxx0	abu*@r***.com
Greenman Wealth Management - UBS Financial Services Inc.	100 Crescent Ct, Dallas, TX 75201	21498xxxx9	abc*****@u.com
Cecilia Garcia - Private Wealth Advisor, Ameriprise Financial Services	1601 Elm St Ste 4350, Dallas, TX 75201	21427xxxx9	bri***********@a*.com					1107		1100
The Tax Group	4630 Geary Blvd Ste 101 San Francisco, CA 94118	41538xxxx0				3.7	6
Small Business Financial Solutions	503 Horsham Rd, Horsham, PA 19044	21595xxxx1
Curtis Pope, CFP \| Certified Financial Planner \| Financial Advisor	450 Lexington Ave 4th fl, New York, NY 10017	64664xxxx7	ace**@f*************.com	4.9	84
Bryn Mawr Trust	113 W Germantown Pike, Norristown, PA 19401	61027xxxx0	aal***@b*.com					15999	13	16000
Artisan Financial Planning LLC	9919 Rosewood, Overland Park, KS 66207	91373xxxx0
Financial Services of America	50 W Big Beaver Rd Ste 500, Troy, MI 48084		ama********@f*.com	4.4	83			787	49	918
Marble Capital	580 California San Francisco, CA 94104	41543xxxx6	bxx********@m**********.com			5	1
Maniet Financial Services Network	2275 Swallow Hill Rd Ste 500, Pittsburgh, PA 15220	41272xxxx0	nn@m*****.com
Bank of Texas	4262 Live Oak St, Dallas, TX 75204	21451xxxx3	and*******@b********.com	4.3	66			6340		6500
Mission Financial Planning	5410 W 61st Pl Suite 100, Mission, KS 66205	91394xxxx4	ama*@m*********************.com
TIAA Financial Services	141 S Saint Clair St, Pittsburgh, PA 15206	87720xxxx6	acc****************@t*.org	2.1	12			90793	542	91000
James Leslie - RBC Wealth Management Financial Advisor	1 Ppg Pl Ste 2900, Pittsburgh, PA 15222	41220xxxx8	rbc*******@r.com					13911		15000
Bogart Wealth	2010 Corporate Ridge Suite 900, McLean, VA 22102	83356xxxx9	ada***********@b*********.com	5	4			140		199
Cbc Settlement Funding	1 W 1st Ave Ste 310, Conshohocken, PA 19428	61062xxxx0	ala***@c*****************.com
CAM Private Wealth Services	1900 Reston Metro Plaza Suite 600, Reston, VA 20190	70395xxxx0	atr@c*************.com	5	5
Jensen Moock - UBS Financial Services Inc.	100 Crescent Ct, Dallas, TX 75201	21493xxxx2	alb**********@u.com
David Wealth Management, LLC	8315 Lee Hwy #325, Fairfax, VA 22031	70356xxxx0	cjd**@d********.com	5	17
Robert L Nagy - Financial Advisor, Ameriprise Financial Services	2029 Century Park E Ste 800, Los Angeles, CA 90067	31071xxxx7	dns***@a*.com
Michael Wallace	2000 Avenue Of The Stars Ste 530N, Los Angeles, CA 90067	42460xxxx0	abu*@r***.com
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
Wells Fargo Advisors	301 Grant St Ste 3600, Pittsburgh, PA 15219	41239xxxx0	a.b@w*****************.com	3.2	11			186227		187000
Chase Bank	1811 19th Ave, San Francisco, CA 94122	14157xxxxx0	acc********@c**.com	3.6	17	2.6	36	946135	7238	37
Ameriprise Financial Inc	518 E Moreland Ave, Glenside, PA 19038	61082xxxx6	ame***************@e.ameriprise
Sikora-Arnold, Kathleen, AGT	117 Veronica Ln, Lansdale, PA 19446	21599xxxx6	ame***************@e.ameriprise	5	3
Merrill Lynch Wealth Management	100 4 Falls Corporate Ctr Ste 200, Conshohocken, PA 19428	61083xxxx8	ari********@m.com
Edward Jones - Financial Advisor: Esther Agyemang	14435 Webb Chapel Rd, Dallas, TX 75234	97224xxxx5	a.j*******@e********.com					110786		110000
Rockefeller Financial	900 17th St NW #603, Washington, DC 20006	20271xxxx0	a@r*****.com	3.3	4
Kevin L Sherrets - Associate Financial Advisor, Ameriprise Financial Services	5500 Corporate Dr Ste 215, Pittsburgh, PA 15237	41231xxxx0	dns***@a*.com
Northwestern Mutual Financial Network	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx5	a.s*****@n.com			2	22			6
The Demko Group - UBS Financial Services Inc.	2000 Avenue Of The Stars 7th Fl, Los Angeles, CA 90067	31073xxxx9	abc*@u.com
Pam Pasterick - RBC Wealth Management Financial Advisor	1 Ppg Pl Ste 2900, Pittsburgh, PA 15222	41220xxxx6
Barton Talkington - UBS Financial Services Inc.	100 Crescent Ct, Dallas, TX 75201	21493xxxx7	abc*@u.com
Ameriprise Financial	2301 Cedar Springs Rd Ste 410, Dallas, TX 75201	21439xxxx0	dns***@a*.com
Prime Wealth Management	2936 Domingo Ave Ste 1 Berkeley, CA 94705	51038xxxx9	rpr*@p********.com			5	4	1101		1200
Edward Jones - Financial Advisor: Guy Ben Ari	1050 Marina Village Pkwy Ste 100 Alameda, CA 94501	51052xxxx9	a.j*******@e********.com			4.8	19	91611		106000
Quantum Financial Advisors	1633 Q St NW #230, Washington, DC 20009	20295xxxx1	aja***@q***.com	5	1
Girard	555 Croton Rd Ste 210, King Of Prussia, PA 19406	61033xxxx0	dav****@m*******.com	4	2
Amin Dean, CPA	1799 Bayshore Hwy Ste 100 Burlingame, CA 94010	16506xxxxx7	ami@a*********.com	5	2	4.8	78	85198	118
Daniel Samarin - Financial Advisor, Ameriprise Financial Services	1000 Germantown Pike Ste H1, Plymouth Meeting, PA 19462	61094xxxx3	dan*********@a*.com
James Rimmel - UBS Financial Services Inc.	500 Grant Street Bny Mellon Center, Pittsburgh, PA 15219	41256xxxx5	abc*****@u.com
Advisors Financial Inc	8391 Old Courthouse Rd STE 205, Tysons, VA 22182	70388xxxx0	afi@a****************.com					56	25	62
Chase Bank	2323 Irving St, San Francisco, CA 94122	14157xxxxx0	acc********@c**.com	2.5	20	2.7	39	947436	7240	37
William E Snelson - Financial Advisor, Ameriprise Financial Services	2029 Century Park E Ste 2550, Los Angeles, CA 90067	42434xxxx6	ado******@a*.com
Edward Jones - Financial Advisor: Ryan D Williams Jr, AAMS™\|CRPC™	1722 Routh St Ste 750, Dallas, TX 75201	21475xxxx2	a.j*******@e********.com					91375		106000
Schulz Wealth, Rob Schulz, CFP®, Austin Smith, CFA, CFP®	1752 Broad Park Cir N #110, Mansfield, TX 76063	81740xxxx4	aus*******@s*********.com	5	4
Crown Benefits, Inc.	6080 Center Dr, Los Angeles, CA 90045	31066xxxx8	dia*@c**********.com
Bitcoin Depot ATM	Los Angeles, CA 90029	67843xxxx4
Anthony Capriotti - RBC Wealth Management Financial Advisor	1 Ppg Pl Ste 2900, Pittsburgh, PA 15222	41220xxxx6	ant************@r.com
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77	3396	29	3600
Austin Financial Services	11111 Santa Monica Blvd Ste 900, Los Angeles, CA 90025	31044xxxx9	ahm@a************.com
Marcus Leung- MassMutual	101 Montgomery St Ste 600 San Francisco, CA 94104	41574xxxx1	aal@f***********.com			5	1
Russ Sherred - RBC Wealth Management Financial Advisor	1 Ppg Pl Ste 2900, Pittsburgh, PA 15222	41220xxxx5	rbc*******@r.com
Jason Robert Zardavets - Regional Director, Ameriprise Financial Services	8850 Boedeker Dr, Dallas, TX 75225	21489xxxx5	dns***@a*.com
IVY Wealth Solutions Group	181 Washington St Ste 500, Conshohocken, PA 19428	48453xxxx2	bil*********@r.com
Wells Fargo Advisors	2730 Dekalb Pike, Norristown, PA 19401	61027xxxx7
Cuthbertson, William, AGT	500 N Gulph Rd, King Of Prussia, PA 19406	61099xxxx0	dns***@a*.com
Leon Owens	12327 Santa Monica Blvd, Los Angeles, CA 90025	31082xxxx8
Steven Weisz - Financial Advisor, Ameriprise Financial Services	5 E Germantown Pike, Plymouth Meeting, PA 19462	61094xxxx3	and********@a*.com							124
Heritage Financial Planning	10440 N Central Expy Suite 1540, Dallas, TX 75231	21444xxxx0	ale****@h**********************.com	5	11
Edward Jones - Financial Advisor: Erika L Ulrich	1000 Cliffmine Rd Ste 300, Pittsburgh, PA 15275	41226xxxx8	a.j*******@e********.com					91819		107000
Lisa Peters	8201 Preston Rd, Dallas, TX 75225	97234xxxx4	aa@f***********.com					82989	1134	81000
Financial Planning Resources	2250 E 73rd St Suite 650, Tulsa, OK 74136	91849xxxx9	fpr@l**.com					167	30	173
Strategy Squad	Oakland, CA 94612	88865xxxx3	dia*********@s**********.com			5	1	134		141
Sas Financial Advisors	50 California St Ste 1500 San Francisco, CA 94111	65053xxxx2	ala@s********.com
Wells Fargo Advisors	11835 W Olympic Blvd, Los Angeles, CA 90064	42455xxxx5
Ppb Advisors Financial Service	10 E 6th Ave Ste 200, Conshohocken, PA 19428	61056xxxx0	aba**@p********.com
UBS Financial Svc	5631 Sandra Dr, Pittsburgh, PA 15236	41256xxxx6	aar*****@u.com
Barth Financial	2202 Central Ave Apt 8, Kearney, NE 68847	30823xxxx2	gar@b************.com	5	3			169		189
Charles Schwab	106 W Portal Ave, San Francisco, CA 94127	14152xxxxx2	jan***@s***.com	4.2	14	2.6	18	646128	222	657000
Myers Capital Management	1444 Saint Charles Pl, Abington, PA 19001	21565xxxx0	pau@m********************.com