Business List: Financial Planner in Bronx, NY, 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
My Financial Planner, LLC	594 Dean St, Brooklyn, NY 11238	91799xxxx5	aar*****************@p*******.com	5	1
Paula Steinberg - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0
Alliance Accounting & Tax CPAs	2 University Plaza Dr Ste 100 Hackensack, NJ 07601	20168xxxx3	chr@a****.com			5	1
Charles Schwab	11 W 54th St, New York, NY 10019	21258xxxx0	aar******@s***.com					265148	139
TAX DRx	502 Centennial Ave Fl 1 Cranford, NJ 07016	90824xxxx0	cel@t***.com	4.9	118	2.6	5	175	21	174
Santander Bank	2021 Francis Lewis Blvd, Whitestone, NY 11357	87776xxxx5	abc*****@s**********.com					123644	1163	123000
Samantha Cooper	45 Rockefeller Plz Fl 5, New York, NY 10111	33289xxxx4
Accountancy Lane, Ltd.	100 Elgar Pl # 33, Bronx, NY 10475	71832xxxx3	inf@a*************.com	2	4
JLD Tax & Accounting	512 42nd St Ste 202 Union City, NJ 07087	20160xxxx2	ab@j*****.com	5	12	3.8	35
Epstein Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas 38th Fl, New York, NY 10019	21282xxxx2	abi********@u.com
Bruno Brokerage - A.K. Tax Solutions LLC (VIRTUAL / REMOTE TAX SERVICES)	1073 White Plains Rd, Bronx, NY 10472	71882xxxx4		4.6	18
Kayne Anderson Rudnick	31 W 52nd St 16th Fl, New York, NY 10019	80023xxxx4	aar****@k**.com					243	11	243
Elizabeth Munson	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx0	abc**@r***.com
Steven Silber	46-08 Francis Lewis Bvd, Bayside, NY 11361	71822xxxx8	ste********@l.com	4.9	77	5	4
SF Wealth Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0	rbc*******@r.com					13885		15000
Merrill Lynch Wealth Management	114 W 47th St, New York, NY 10036	21238xxxx2	aas**********@m.com	2.3	3
Morgan Stanley Wealth Management	55 E 52nd St, New York, NY 10055	94976xxxx9	aal*****@m**********.com					136569	3152	136000
Walls Financial Group	435 West 23rd St Ste 1BB New York, NY 10011	21237xxxx3	aqu*@w***********.com		9	4.6	11	211	6	211
Santander Bank	5406 31st Ave, Woodside, NY 11377	87776xxxx5						123644	1163	123000
MYRA Wealth	750 Lexington Ave 9th floor, New York, NY 10022	80538xxxx2	abu*@l**********.com	4.9	16
Pardo & Associates	1317 Paterson Plank Rd Secaucus, NJ 07094	20133xxxx7	cam@c*******.com	4.6	14	5	5
Bank of America Financial Center	38 Westchester Square, Bronx, NY 10461	71868xxxx7	cho*********@b**********.com	1.4	21
Jamal Davis, CFP®, AWMA - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21233xxxx4	abc*****@u.com
Vito M Petriello	1995 Broadway, New York, NY 10023	64677xxxx8	abc******@t.com					862024	7881	862000
Jack Watson - Northwestern Mutual	555 Long Wharf Dr, New Haven, CT 06511	86045xxxx5	acc*****@n.com			5	1
De Caribe Tax Services Inc	1408 White Plains Rd # 1, Bronx, NY 10462	71823xxxx4	car****@y**.com	4.8	39
Wells Fargo Advisors	2290 Central Park Ave, Yonkers, NY 10710	91436xxxx0
New York City Financial Advisor-Financial Planners	60 E 42nd St, New York, NY 10165	64637xxxx0	ace**@f*************.com
Grand Central Financial Planning	1407 Broadway 26th floor, New York, NY 10018	21225xxxx9	ak@g*************.com
Jin Hu, CFP - UBS Financial Services Inc.	1285 Ave Of The Americas 15th 16th 17th & 18th Floors, New York, NY 10019	21271xxxx2	acc*************@u.com
Daniel Russo, CPFA, CFP, CRPC - UBS Financial Services Inc.	1285 Ave Of The Americas 15th 16th 17th & 18th Floors, New York, NY 10019	21271xxxx9	acc*************@u.com
HTS Commodities	485 Madison Ave Ste 1800, New York, NY 10022	21269xxxx5	aar************@h**************.com
The Halbfinger Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx6	abc*****@u.com
Chestnut Financial	5601 Riverdale Ave, Bronx, NY 10471	71860xxxx0	con*@c*****.financial
Merrill Lynch Financial Advisor John Halliday	75 Rockefeller Plz, New York, NY 10019	21241xxxx9	aar********@s***.com
Morgan Stanley Wealth Management	31 W 52nd St, New York, NY 10019	21260xxxx0	abe***@p****.com					743		805
Thomas M. Denaro, Esquire	1726 Edison Ave, Bronx, NY 10461	71886xxxx0		4.9	107
Douglas C. Lane & Associates	777 3rd Ave, New York, NY 10017	21226xxxx0	bco***@d*******.com
Axelowitz Kauffmann Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21282xxxx0	abc*****@u.com
Wells Fargo Advisors	280 Park Ave, New York, NY 10017	21255xxxx4	abc*@w***************.com	5	1			185955		185000
Sapient CPA LLC	1 Bridge Plz N Ste 275, Fort Lee, NJ 07024	20146xxxx1	jta@s*******.com
Financial Trading Solutions	105 Willis Ave, Bronx, NY 10454	34764xxxx2
Terry Tracy - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx8	ter******@r.com	3.6	5			13869		15000
Patrick R. DiSimone, CFP - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx4	abc*@u.com
Jim Karagounis - TD Wealth Relationship Manager	1 Vanderbilt Ave, New York, NY 10017	34722xxxx3	abc******@t.com	4	1			856891	7313	860000
Christine Govan - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx2	abc*****@u.com
Rossana Ionescu - TD Wealth Relationship Manager	1765 Crosby Ave, Bronx, NY 10461	34760xxxx5	abc******@t.com					856891		860000
Hunter Financial Advisors, Inc.	120 White Plains Rd #403, Tarrytown, NY 10591	91436xxxx0	bsu****@h*****.com	5	3					69
Trinity Tax & Financial Solutions	110-45 Queens Blvd Ste 104 Forest Hills, NY 11375	71826xxxx0	ben@b***************.com			5	1
Bank of America Financial Center	200 E 161st St, Bronx, NY 10451	71829xxxx3	ban********@e**.bankofamerica	2.9	54
Wei Xia	108-36/50 Queens Boulevard 2nd, Forest Hills, NY 11375	64645xxxx1	abc******@t.com					857192	7871	860000
Santander Bank	212 Northern Blvd, Bayside, NY 11361	87776xxxx5	abc*****@s**********.com	3	2			122391	1190	122000
Edward Jones - Financial Advisor: Ty R Buckelew	327 Saint Nicholas Ave Ste 3-0 New York, NY 10027	91723xxxx3	a.j*******@e********.com					91824		107000
Charles Schwab	200 E 65th St, New York, NY 10065	21245xxxx0	aar******@s***.com					655023	262	655000
J W Brower & Associates	40-18 34th Ave, Long Island City, NY 11101	71827xxxx2	joh*****@j*****.com			4	8
MDK Bookkeeping	W 47th St, New York, NY 10036	21224xxxx4	mdk*******@g**.com	5	7	5	1
Hongyi Zhou - Transamerica Financial Advisor	37-20 Prince St Ste 2A Flushing,, NY 11354	34783xxxx5	dns****@a*****.com
Merrill Lynch Wealth Management	805 Northern Blvd, Great Neck, NY 11021	51649xxxx0	aan*******@m.com	5	3
CLU Wealth Advisors	310 W 86th St PHN New York, NY 10024	34762xxxx8	clu@g********************.com
Grassey Wealth Group Comprehensive Wealth Management Services - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21264xxxx5	abc*****@u.com
Aileen Schruth, CFP, CPWA, CDFA - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21282xxxx5	ail*********@u.com
Edgemont Capital Partners	570 Lexington Ave Fl 29, New York, NY 10022	21286xxxx5	aak*@e************.com
Eddy & Schein Group	136 Madison Ave Fl 6 New York, NY 10016	21298xxxx7	arl*@e**********.com			3	2	267	3	259
Merrill Lynch Wealth Management	731 Lexington Ave, New York, NY 10022	64685xxxx3	aas**********@m.com
lifelaidout	909 Third Ave Ste 7937 New York, NY 10150	41233xxxx8	joh*****@l********.com			5	1			413
Schnall Advisory Services Corp	350 5th Ave Ste 3505 New York, NY 10118	21296xxxx5	dar*******@s************.com
Santander Bank	2702 Broadway, New York, NY 10025	21293xxxx3	aal*@s**********.com
Clifton Fink	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx6	abc**@r***.com
Alexander Kohn - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx9	abc*****@u.com
1285 Avenue of the Americas - Private Wealth Management - UBS Financial Services Inc.	1285 Avenue Of The Americas 15th 16th 17th & 18th Floors, New York, NY 10019	80022xxxx1	acc*************@u.com
The Bennett Hurwitz Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx3	abc*****@u.com
The Feldman Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx8	abc*****@u.com
Santander Bank	715 Lexington Ave, New York, NY 10022	21242xxxx0	aar@s**********.com	1.9	9			122284	1200	122000
Santander Bank	6980 Grand Ave, Maspeth, NY 11378	87776xxxx5	ach@s**********.com					124015	1037	124000
ASR Accounting & Tax LLC	2718 Lurting Ave, Bronx, NY 10469	71865xxxx8	al-*****@a*****.com	4.7	12
ATAX - Pelham Bay Park	3287 Westchester Ave 2nd floor, Bronx, NY 10461	21238xxxx5	a-t@a*.com	4.3	3			1177	11	1300
Fidelity Investments	350 Park Ave, New York, NY 10022	21237xxxx7	a61**@f*****.com	2.2	18			340162		365000
Mercer Advisors - New York	767 3rd Ave 37th Fl, New York, NY 10017	88860xxxx3	aar******@m***********.com	5	1			4868	3	4800
Sixth Avenue Advisors - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx5	abc*****@u.com
D.A. Davidson	757 3rd Ave Ste 1902, New York, NY 10017	80075xxxx8	a.a@d*********.com					990		1300
Victor Olusegun Ajayi- TD Wealth Financial Advisor	1995 Broadway, New York, NY 10023	64667xxxx8	abc******@t.com					860706	7881	860000
Santander Bank	13611 Roosevelt Ave, Flushing, NY 11354	71864xxxx4	pet******@s*****************.com	4.6	16			122391	1190	122000
Robert Phillip Snyder - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx3	abc*****@u.com
The Broadsmoore Group	560 Lexington Ave, New York, NY 10022	21238xxxx5	inf@r***.com	4.4	51
Chase Bank	405 Lexington Ave New York, NY 10174	21268xxxx9	acc********@c**.com			3.4	11	925596	7262	37
LTK Certified Public Accountants	160 Willets Point Blvd, Whitestone, NY 11357	71842xxxx4	inf@l*****.com
OG Tax and Accounting Group	164 20th St Ste 2E Brooklyn, NY 11232	17187xxxxx7	inf@o*******.com	4.5	40	4.8	79
Private Placement Wealth Inc.	30 Rockefeller Plz, New York, NY 10112	21220xxxx2
Ameriprise Financial	551 Port Washington Blvd Ste 4, Port Washington, NY 11050	51676xxxx0	ant*****@a*.com					133422		133000
The O'Callaghan Wealth Management Group - UBS Financial Services Inc.	299 Park Ave 26th Fl, New York, NY 10171	21282xxxx6	abc*@u.com
Families & Foundations Investment Group - UBS Financial Services Inc.	1285 Avenue Of The Americas 18th Fl, New York, NY 10019	21264xxxx3	acc*************@u.com
1285 Avenue of the Americas Branch Office - UBS Financial Services Inc.	1285 Ave Of The Americas 15th 16th 17th 18th Floors, New York, NY 10019	21271xxxx0	abc*****@u.com	4.8	6
MR Valuation Consulting	685 Third Ave, New York, NY 10017	21238xxxx0	aab*****@m********.com					187		174
Santander Bank	1622 3rd Ave, New York, NY 10128	87776xxxx5	aug*******@s*****************.com					122351	1194	122000
Ty Associates	728 S 4th Ave, Mount Vernon, NY 10550	80021xxxx5	inf@e****************.com	4.9	96
Park Hill Wealth Management - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx5	abc*****@u.com
Wells Fargo Advisors	355 Plandome Rd, Manhasset, NY 11030	51636xxxx9
ViewPoint Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21282xxxx2	abc*****@u.com
Melinda Abood - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx4	abc*****@u.com
Sheila Klehm Wealth Management - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx5	abc*****@u.com
NY Money Coach	154 Grand St Manhattan, NY 10013	41557xxxx8	car*@s*********.com			5	2			612
Wells Fargo Advisors	866 3rd Ave, New York, NY 10022	91732xxxx0
Alignment Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21282xxxx7	abc*****@u.com
Santander Bank	24224 Northern Blvd, Douglaston, NY 11362	87776xxxx5	a.a****@s**********.com					122391	1190	122000
The Starr Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0	dan****@r.com							36
ReSure LLC	580 5th Avenue Ste. 1401, New York, NY 10036	88837xxxx9
World Financial Group - Bronx Financial Center	3030 Middletown Rd Unit #109 & #106, Bronx, NY 10461	32353xxxx4		4.2	5
CORAL Investment Partners and PricewaterhouseCoopers - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx1	abc*****@u.com
Power Express Mortgage Bankers	3609 E Tremont Ave Bronx, NY 10465	71890xxxx4	ach**********@p*****************.com	2.8	13	1	1
Santander Bank	200 W End Ave, New York, NY 10023	87776xxxx5	ale**********@s*****************.com					123232	1159	123000
VIOS Advisors	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx8	abc**@r***.com
Consultants R US	1010 E 178th St, Bronx, NY 10460	71899xxxx0	hr@l*****************************.com	5	1
Victoria Gardiner	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx0	abc**@r***.com
Wells Fargo Advisors	7501 Broadway, North Bergen, NJ 07047	20141xxxx2	aar********@w*******.com					150662		11
Benjamin Wolgemuth - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	21275xxxx6	ben*************@a*.com
Gloria Shia - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21264xxxx8	abc*****@u.com
Wharton Wealth Planning	560 Sylvan Ave Ste 3160, Englewood Cliffs, NJ 07632	64645xxxx1	dav@w******************.com
Bradley Zilbersher, CPM, CRPS - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx7	abc*****@u.com
Christopher A. Vollmer - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx1	rbc*******@r.com					13885		15000
Strategic Capital Corporation	575 Madison Ave Ste 1006, New York, NY 10022	21230xxxx2	ann****@s*************.com					217
New York, NY Private Wealth Management - UBS Financial Services Inc.	299 Park Ave 25th Fl, New York, NY 10171	80030xxxx0	abc*@u.com
Webb And Associates	1245 Adee Ave Apt 1D, Bronx, NY 10469	51830xxxx3
Oryx Legacy Partners	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx0
Fisher Investments	152 W 57th St 21st Fl, New York, NY 10019	88882xxxx6	a.c******@f**************.com	1.5	8			175539	620	173000
AliceChenCPA	3915 Main St, Flushing, NY 11354	71846xxxx9	acc@a**********.com
Trident Partners - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx1	abc*****@u.com
Allstate Personal Financial Representative: Dominick Pagnozzi	1026 Morris Park Ave, Bronx, NY 10461	91429xxxx8	a**00@a*****.com
Wells Fargo Advisors	247 E 86th St, New York, NY 10028	64690xxxx5
Michael Martire - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	64629xxxx9	dns***@a*.com
Second Chance Solutions Inc	3323 Steuben Ave, Bronx, NY 10467	34734xxxx4
David J. Babel, Esq., P.C.	2525 Eastchester Rd, Bronx, NY 10469	34731xxxx9		4.9	382			147	2	148
Guardhill Financial	140 E 45th St Fl 31 New York, NY 10017	12126xxxxx0	ada@g*******.com			4.3	48	1706	77	1700
Regal Credit Management	1270 Ave of the Americas Fl 7 New York, NY 10020	64645xxxx3	ant***@r********.com					964		954
Philip H. Fett Jr. - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0	wms********@r.com					13869		15000
Inception Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas 38th Fl, New York, NY 10019	21282xxxx4	acc*************@u.com
Eden Lopez - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx7
Hidden Oak Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	80063xxxx8	abc*****@u.com
David McIlroy - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx8	dav********@r.com					13885		15000
Dynamic Tax and Accounting Services	2044 McGraw Ave, Bronx, NY 10462	64629xxxx1	adm@d*******.com	4.9	557			2033	4	2100
Santander Bank	9015 Bergenline Ave, North Bergen, NJ 07047	87776xxxx5	abc*****@s**********.com	2	1			122911	1160	123000
PNC Bank	16 Highwood Ave Tenafly, NJ 07670	20181xxxx4	aar****@p.com	3.3	8	3	2
Edward Jones - Financial Advisor: Edward EK Yun	120 Sylvan Ave Ste 303, Englewood Cliffs, NJ 07632	20184xxxx7	a.j*******@e********.com					110272		110000
Karitis Wealth Management - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx0	abc*****@u.com
Jonathan McLean - TIAA Wealth Management Advisor	730 3rd Ave 6th Fl, New York, NY 10017	80084xxxx3	acc****************@t*.org					90900	541	91000
Making Money Movers	461 W 126th St Ste 5W New York, NY 10027	71895xxxx0	hai*@m***********.org					2		6
Boerum Hill Financial Advisors, LLC	236 Livingston St #15g, Brooklyn, NY 11201	51669xxxx0	jon**@b*********.com	5	2			568		568
The Greenspan Wealth Management Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx1	ant********@u.com
Morgan Stanley Wealth Management	345 Park Ave, New York, NY 10154	21223xxxx0	bri@m********************.com
Wells Fargo Advisors	2011 Lemoine Ave, Fort Lee, NJ 07024	20194xxxx0
Tompkins Community Bank	766 Yonkers Ave Yonkers, NY 10704	91496xxxx0	cus*******@t**************.com	4	8	1	1	11237	62	10000
Santander Bank	17221 46th Ave, Flushing, NY 11358	87776xxxx5	abc*****@s**********.com	5	1			122391	1190	122000
Milton Kinley - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	64629xxxx0	dns***@a*.com
Tax Master Financial Services	2245 White Plains Rd Bronx, NY 10467	71870xxxx0		4.4	7	4.5	2
Gaspari Financial	670 White Plains Rd Ste 106 Scarsdale, NY 10583	91447xxxx0
Napolitano Law PLLC	788 Morris Park Ave, Bronx, NY 10462	71841xxxx5	nap*******@p*******.com	4.6	85
Pierce MacDonald Investment Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx3	wms********@r.com					13904		15000
David Zhang, CPA	8333 Broadway Fl 3 Elmhurst Queens, NY 11373	71827xxxx8	inf@e*********.com			3.3	26
Stieglitz & Diez - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx1	acc*************@u.com
Karen Kurrasch, CIMA, CPWA - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21233xxxx8	abc*****@u.com
CPC Wealth Management	45 Knollwood Rd # 101, Elmsford, NY 10523	91446xxxx3	alb********@l.com	5	29
Santander Bank	50 Middle Neck Rd, Great Neck, NY 11021	51682xxxx3	aar@s**********.com	3.9	15			122391	1190	122000
Daniel Marchon	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx1	abc**@r***.com
The Serruto Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21264xxxx5	abc*****@u.com
Castle Financial	590 Madison Ave Fl 21 New York, NY 10022	21252xxxx8	aap@c**************.com
Wells Fargo Advisors	2415 Broadway, New York, NY 10024	21228xxxx6
Wells Fargo Advisors	1020 Port Washington Blvd, Port Washington, NY 11050	84486xxxx4
Georgina Lahoud	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx2	abc**@r***.com
Santander Bank	743 Amsterdam Ave, New York, NY 10025	87776xxxx5	bra**********@s*****************.com	4	1			122382	1192	122000
Wells Fargo Advisors	500 Odell Ave, Yonkers, NY 10703	91496xxxx6
Spear CPA CFP	315 Madison Ave Fl 3 New York, NY 10017	21220xxxx6	fcl***@s*****.com	5	54	5	8			24
Altfest Personal Wealth Management	445 Park Ave 6th floor, New York, NY 10022	21240xxxx0	aal***@a****.com	5	4
Christina McCaughey - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	21275xxxx9	chr**************@a*.com
POLANCO WEALTH STRATEGIES	3515 E Tremont Ave 1ST FLOOR, Bronx, NY 10465	91756xxxx7	asp****@f***********.com	5	7
M Jones Accounting	1079 Nelson Ave, Bronx, NY 10452	71853xxxx0		5	4
New Age Financial	605 W 179th St, New York, NY 10033	21278xxxx8		4	4
Stewardship Financial Planning, Inc	90 N Broadway Suite 218, Irvington, NY 10533	91438xxxx1	e70***********************************@w***************.com	5	2
Fast Track Tax LLC	3934 Pratt Ave, Bronx, NY 10466	34726xxxx6		5	24
Steve Beninati - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	33226xxxx6	ste***********@r.com					13869		15000
Bank of America (with Drive-thru ATM)	2136 Bartow Ave STE 3, Bronx, NY 10475	71832xxxx9	cho*********@b**********.com	2.1	97
Michael Anderson	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx3	a@r*****.com
Douglas Coughlin, CFP - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21264xxxx8	abc*****@u.com
O'Leary Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10020	21262xxxx3	abc*****@u.com
Santander Bank Branch	1416 East Ave, Bronx, NY 10462	71893xxxx0	aug*******@s*****************.com	2.9	46
Liberty Tax	685 E Tremont Ave Ste A, Bronx, NY 10457	34759xxxx6	aar*@l*******.com	4.9	226			104916	14505	105000
B & B Money Management, LLC	3000 Park Ave, Bronx, NY 10451	64684xxxx7
Ridgewood Savings Bank	670 Mclean Ave, Yonkers, NY 10704	91496xxxx0	acc********@r**********.com	3.9	29			5475	170	5600
Wilmington Trust	277 Park Ave, New York, NY 10017	21241xxxx0	aam**@w************.com					98006	2695	98000
Alexander Hurst - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx1	abc*****@u.com
Edward Jones - Financial Advisor: Alec Hurley	40-05 Broadway Ste 2b Queens, NY 11103	71820xxxx6	a.j*******@e********.com
K C Tax Consulting	Maspeth, NY 11378	71868xxxx2				5	1
Nuval Wealth Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21288xxxx1	abc*****@u.com
Nancy Curtin, CLTC	28 W 44th St Ste 1200 New York, NY 10036	21294xxxx1	ala@k******.com
Merrill Lynch	1010 Northern Blvd, Great Neck, NY 11021	51649xxxx0	aas**********@m.com	5	3	3	2
Webb & Associates	164 W 174th St, Bronx, NY 10453	72766xxxx5		3.7	3
Robert A. Woloshen CPA	29 W 15th St Ste 1 New York, NY 10011	21284xxxx6	bob@r*****.com	2.8	11	2.5	8	101		107
Ameriprise Financial	265 E 66th St, New York, NY 10065	31040xxxx0	ame****************@a*.com					133409		133000
DG Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx9	alb**********@u.com
Harness	32 Avenue Of The Americas Fl 13 New York, NY 10013	64658xxxx7	adv***@h**********.com			5	2
William Farrell - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx2	abc*****@u.com
Citi Financial Group Direct	1745 Broadway Fl 17 New York, NY 10019	86667xxxx9				1	1
Park & Nguyen Attorney At Law	1809 Paulding Ave Floor 2, Bronx, NY 10462	71851xxxx6	inf@p***********.com	5	89			144	9	147
Enrique Jaen - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx9	wms********@r.com					16286		16000
Ellen H Fuentes - Financial Advisor, Ameriprise Financial Services	3010 41st Ave Ste 3, Long Island City, NY 11101	71845xxxx8	dns***@a*.com
Bruce Gelfand - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx2	bru********@r.com					13881		15000
Santander Bank	1223 2nd Ave, New York, NY 10065	87776xxxx5	ale**********@s*****************.com					122308	1197	122000
Kraus Palmieri Wealth Management - UBS Financial Services Inc.	1285 Avenue Of The Americas 15th 16th 17th 18th Floors, New York, NY 10019	88830xxxx9	abc*@u.com
WJG Consulting Inc	1007 Pierce Ave, Bronx, NY 10462	71840xxxx0	bcb@s*******************.com
Senior Financial Freedom	3231 Junction Blvd, East Elmhurst, NY 11369	71824xxxx0									1	1
Santander Bank	437 Madison Ave, New York, NY 10022	87776xxxx5	ale**********@s*****************.com	4.3	15			122284	1200	122000
Tax Strategies Group - Tax Advisory, Tax Preparation, Bookkeeping and Payroll Service	3010 Eastchester Rd, Bronx, NY 10469	64649xxxx4	inf@t****************.com	4.1	9			104	2	117
The LSS Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx7
Alexander Cass - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx2	abc*****@u.com
Chase Landreth - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx0	abc*@u.com
Merrill Lynch Wealth Management	1251 Avenue Of The Americas Fl 24, New York, NY 10020	21238xxxx0	aai*@y********.com
Blankman, Rubin Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx7	abc*****@u.com
Ridgewood Savings Bank	3951 White Plains Rd, Bronx, NY 10466	71888xxxx0	acc********@r**********.com	5	182
Arcis Group	509 Madison Ave, New York, NY 10022	21283xxxx6	adm@v*.com
Santander Bank	2700 Broadway, New York, NY 10025	21293xxxx3
Fidelity Investments	1356 3rd Ave, New York, NY 10075	21279xxxx6	a61**@f*****.com	2.8	20			372043		372000
Richard Marmon-Halm, CPA	92-30 56th Ave Elmhurst, NY 11373	71827xxxx0	cam@r*********.com
Peter J Cocolaras - Financial Advisor, Ameriprise Financial Services	111 Great Neck Rd Ste 213, Great Neck, NY 11021	51638xxxx0	dns***@a*.com	1	1
M. Hope Helfenstein, CFP - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx6	abc*****@u.com
The Degenaars Babb Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0	deg********@r.com
Mercer Advisors - Manhasset	1129 Northern Blvd Ste 404, Manhasset, NY 11030	86622xxxx5	aar******@m***********.com					4641	3	4600
Roel Perez - TD Wealth Financial Advisor	108-36/50 Queens Blvd, Forest Hills, NY 11375	34758xxxx1	abc******@t.com					857163	7880	860000
Santander Bank	4108 Queens Blvd, Sunnyside, NY 11104	87776xxxx5	ale**********@s*****************.com					123714	1163	124000
Bernard Fisch - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx3	wms********@r.com					16237		16000
Scott Stackman - UBS Financial Services Inc.	299 Park Ave 26th Fl, New York, NY 10171	21282xxxx2	abc*****@u.com
Advocate Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx0	abc*****@u.com
Merrill Lynch Financial Advisor Frank Vincent Guzzone	36-35 Bell Blvd Bayside, NY 11361	71828xxxx1	ale********@m.com
Diamond Accounting & Consulting, Inc.	1524 Hollywood Ave, Bronx, NY 10461	92933xxxx0	hel@r********.com	5	8
Edward Jones - Financial Advisor: Kevin Neaves	300 Knickerbocker Rd Ste 3200, Cresskill, NJ 07626	20187xxxx0	a.j*******@e********.com					110272		110000
Finn Hubbard - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	64629xxxx9	dns***@a*.com
Fred Gatti, CFP - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx8	abc*****@u.com
The Financial Gym	134 W 25th St Fl 2 New York, NY 10001	16466xxxxx5	adv***@f****.com	4.8	103	3.3	18
D.A. Davidson	570 Lexington Ave 48th Fl, New York, NY 10022	21225xxxx0	a.a@d*********.com					932		1200
Santander Bank	80 Piermont Rd, Cresskill, NJ 07626	87776xxxx5	a.a****@s**********.com					122911	1160	123000
Allstate Insurance: Debbie Stockton	108 Kraft Ave Bronxville, NY 10708	91496xxxx0	a**00@a*****.com			5	3
Wharton Wealth Planning - Englewood Cliffs	560 Sylvan Ave Ste 3160 Englewood Cliffs, NJ 07632	64645xxxx1	dav@w******************.com
Wells Fargo Advisors	767 5th Ave, New York, NY 10153	21221xxxx2	a-w*************@w***************.com					185943		185000
GoldenTree Asset Management	300 Park Avenue 21st Floor, New York, NY 10022	21284xxxx0	abe***@g*******.com	2.7	3			56		69
Wells Fargo Advisors	1300 3rd Ave, New York, NY 10021	33221xxxx6
Ameriprise Financial Services Inc	832 Mclean Ave, Yonkers, NY 10704	91423xxxx0	ame***************@e.ameriprise					132021		133000
TAXKING	318 E 149th St, Bronx, NY 10451	71866xxxx0		4.9	69
Kristen S. Han, CPA, CFP	350 E 76th St, New York, NY 10021	63172xxxx8	aut*@d**********.com	5	20
Jovian Management	2930 Westchester Ave, Bronx, NY 10461	71859xxxx5
Taurus Asset Management, Now Mariner	590 Madison Ave Fl 34, New York, NY 10022	21245xxxx2	a7e*******************************@i*************.org
Eric Wittenberg - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx1	abc*****@u.com
Chestnut Financial	5601 Riverdale Ave Apt 1b, Bronx, NY 10471	71860xxxx0		5	2
The Weiss Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21282xxxx0	abc*****@u.com
Santander Bank	3101 Ditmars Blvd, Astoria, NY 11105	87776xxxx5	abc*****@s**********.com					122391	1190	122000
Steven Nadler - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx3
Tax Associates Bronx Corp	1223 E 233rd St, Bronx, NY 10466	34791xxxx1		3.9	15
Wells Fargo Advisors	2065 Boston Post Rd, Larchmont, NY 10538	91483xxxx0
Barry M. Strauss Associates	307 5th Ave Fl 8 New York, NY 10016	21277xxxx0			31
Flatiron Partners - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx6	abc*****@u.com
Hbi Inc	520 Madison Ave, New York, NY 10022	21247xxxx7	abh***************@h*********.com
Richard Marmon-Halm, CPA, PC	9230 56th Ave, Elmhurst, NY 11373	71827xxxx0	rma**********@d***************.com
Howard-Martin Capital Group	42 Broadway Ste 12-229 New York, NY 10004	21263xxxx0				5	1
Kinetix Wealth Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx5	kin*************@r.com					126		126
Mauricio Dorfzaun - MD Team - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21288xxxx6	abc*****@u.com
Lia Ribeiro - TD Wealth Financial Advisor	108-36/50 Queens Blvd, Forest Hills, NY 11375	92940xxxx6	abc******@t.com					857159	7880	860000
Fast Income Tax & Insurance	760 Lydig Ave, Bronx, NY 10462	71879xxxx5		5	3
Morgan Stanley	1285 Avenue Of The Americas, New York, NY 10019	97336xxxx4	aal*****@m**********.com					136569	3152	136000
Sam Gurvitch	415 Madison Ave, New York, NY 10017	21258xxxx2	6d3***********************************@w***************.com
B. Riley Wealth Tax Services - Bronx, NY	2050 Eastchester Rd #101, Bronx, NY 10461	91745xxxx0	aac*@b******.com	5	3
Morgan Stanley Wealth Management	2000 Westchester Ave, Bronx, NY 10462	91499xxxx6
Morgan Stanley Wealth Management	10 E 59th St, New York, NY 10153	21223xxxx0
Charles Schwab	3701 Main St Ste 3701, Flushing, NY 11354	71867xxxx8
Bruce Maier - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	21275xxxx3	bru******@a*.com					339	15	340
Flores Wealth Planning, LLC	800 3rd Ave Suite 2800, New York, NY 10022	91774xxxx8	afl**@f********************.com
Mission Wealth	55 Broadway Floor 4 Suite 407, New York, NY 10006	21250xxxx0	aav*@m**********.com
Eric Stubbs - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx5	rbc*******@r.com					16286		16000
Vision Tax Solution LLC	1537 Castle Hill Ave, Bronx, NY 10462	34792xxxx8	inf@v****************.com	4.9	7
Merrill Lynch Financial Advisor Mynoon Doro	75 Rockefeller Plz, New York, NY 10019	21228xxxx9	aar********@s***.com
Allstate Personal Financial Representative: Susan Moon	150 Sylvan Ave, Englewood Cliffs, NJ 07632	20156xxxx0	a**00@a*****.com
Ameriprise Financial	1230 Avenue Of The Americas, New York, NY 10020	21274xxxx0	ame***************@e.ameriprise					133410		133000
Accountable Financial Management	501 Main St Ste 1C New York, NY 10044	12126xxxxx1	acc**@a.com	5	4	4	5
Angela Mwanza	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx5	a@r*****.com
HSG Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx4	abc*****@u.com
Mr Tax Usa	7112 Broadway North Bergen, NJ 07047	20185xxxx2	div***************@o****.com	4.6	46	5	2
Christine Abbott, CFP - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx4	abc*****@u.com
William McConville - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	64629xxxx4	dns***@a*.com
Avanti Advisors - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx5	alb**********@u.com
Catherine Brown - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx4	abc*****@u.com
Thomas J. McKelvey, CFP - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx3	abc*****@u.com
The Kraft Group - UBS Financial Services Inc.	299 Park Ave 26th Fl, New York, NY 10171	20144xxxx5	abc*****@u.com
Andrew Harper - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx1	abc*@u.com
Santander Bank	707 Anderson Ave, Cliffside Park, NJ 07010	87776xxxx5	ach@s**********.com	1	1			122911	1160	123000
Trading Academy - New Jersey North	65 Challenger Rd Ste 450 Ridgefield Park, NJ 07660	20122xxxx0	abi@t************.com	4.6	76	3.6	20	110538		118000
Sandoval Solutions Now Life	1230 Arnow Ave, Bronx, NY 10469	91721xxxx1	rs@s*******************.com
Modera Financial Advisors & Financial Planners	56 Jefferson Ave, westwood, NJ 07675	20176xxxx0	aar******@m*********.com					116		147
Santander Bank	168 Fletcher Ave, Fort Lee, NJ 07024	87776xxxx5	abc*****@s**********.com	3	2			122391	1190	122000
Jorge Arias - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx8	abc*****@u.com
Santander Bank	2495 Broadway, New York, NY 10025	87776xxxx5	ale**********@s*****************.com	3	2			122351	1194	122000
Ridgewood Savings Bank	711 Allerton Ave, Bronx, NY 10467	71888xxxx0	acc********@r**********.com	4.9	32
Merrill Lynch Wealth Management	6965 Yellowstone Blvd, Forest Hills, NY 11375	71831xxxx4	ann*******@m.com	2.3	3
SQ and Associates	2100 Bartow Ave, Bronx, NY 10475	51653xxxx6		5	1
Santander Bank	1569 1st Ave, New York, NY 10028	87776xxxx5	aug*******@s*****************.com					122382	1192	122000
KELTRON TAX CORP.	43-20 30th Ave, Astoria, NY 11103	71895xxxx0	cli**@k*******.com	4	26	2.7	7
Foster Cheryl	3250 Westchester Ave Ste Ll10 Bronx, NY 10461	71840xxxx5	mai@c*************.com					331982		155
Value Investment Professionals	125 Park Ave 25th Fl, New York, NY 10017	64638xxxx7		5	5	5	2
Iron Birch Advisors - Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	21275xxxx0	ale*********@a*.com	4.3	11			338	15	339
EBP Accounting Services	862 Morris Park Ave, Bronx, NY 10462	71882xxxx5		4.2	21
Financial institution	2114 Williamsbridge Rd 2ND FLR, Bronx, NY 10461	71870xxxx8
HH Clark Advisors - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx5	abc*****@u.com
The Wagner Abrams Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx7	abc*****@u.com
Miller & Company	14107 20th Ave Ste 101 Whitestone, NY 11357	71876xxxx7	cby*@c*******.com			4	9	3165	2	3100
Morgan Stanley Wealth Management	590 Madison Ave Fl 11, New York, NY 10022	21258xxxx5
Allstate Personal Financial Representative: JING WANG	13621 Roosevelt Ave Ste 412, Flushing, NY 11354	54151xxxx8	ab-**********@a*****.com
Rosenzweig Financial Svcs	2 Park Ave New York, NY 10016	21281xxxx5				1	1
ATAX - Mount Eden, Bronx, NY	1420 Grand Concourse, Bronx, NY 10456	64640xxxx2	a-t@a*.com	3.3	3
Lineage Advisors - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx8	abc*****@u.com
Wells Fargo Advisors	2039 Broadway, New York, NY 10023	64660xxxx1		1	2
Santander Bank	399 Park Ave, New York, NY 10022	87776xxxx5	ale**********@s*****************.com					122351	1194	122000
PLS Financial	140 W 55th St, New York, NY 10019	21225xxxx9	aal**@p***.com	4.8	615			11605	745	11000
Eric Silver - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx7	rbc*******@r.com					13969		16000
Neil G Carousso, CPA CFP	3601 208th St Bayside, NY 11361	71842xxxx0	nei@n**********.com	5	55	4.6	9
Mordfin Group	150 Great Neck Rd Ste 201 Great Neck, NY 11021	51682xxxx8	al.******@m****.com	3.5	2	5	1			26
The Zinn Ray & Svatora Wealth Management Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx7	abc*****@u.com
Apple Bank	2186 White Plains Rd, Bronx, NY 10462	71886xxxx0	a@a********.com	4.3	24
Medina Private Wealth	445 Park Ave Fl 9 New York, NY 10022	21268xxxx2	joe@j********.com			5	1
Joel Rogovin - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx1	abc*****@u.com
Dana Macaluso, CFP, CPWA - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx3	abc*@u.com
Santander Bank	2168 White Plains Rd, Bronx, NY 10462	71883xxxx3	a.a****@s**********.com	3.2	11			122391	1190	122000
William Slayne - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	91771xxxx8		3.3	4
Chatham Square Accountants	5 Penn Plz Ste 23FL New York, NY 10001	21296xxxx4	inf@e*********.com	3.9	11	3.9	22
Sinead Faughnan, CFP - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx8	abc*****@u.com
Jake Claghorn	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx1	a@r*****.com
Kelly Ganz, CFP, CIMA - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx3	abc*@u.com
Golden Glove Consulting Services	1975 Birchall Ave #5k, Bronx, NY 10462	64620xxxx9	inf@g******.com	5	7
Openmind Money	225 34th St Ste 953 New York, NY 10122	34749xxxx1	joh****@o**********.com
H&R Block	2503 A C Powell Jr Blvd Ste 7, New York, NY 10039	21228xxxx0	aab*@h****.com	4.6	92
Wharton Wealth Planning	3 Columbus Cir Floor 15, New York, NY 10019	64645xxxx1	ace**@f*************.com	4.9	12
The SKG Team at Barnum Financial Group	565 Taxter Rd #625, Elmsford, NY 10523	91437xxxx5		5	62
Tristan Cort - TD Wealth Financial Advisors	2521 Broadway, New York, NY 10025	64630xxxx0	abc******@t.com					860699	7881	860000
Braj Aggarwal	37-05 74th St Fl 3 Jackson Heights, NY 11372	71842xxxx1	aga@a********.com	4.7	18			323		343
Findlay Teller Hdsc Corporation	1201 Findlay Ave, Bronx, NY 10456	71861xxxx7		4.5	2
Sarsi, LLC	420 Lexington Ave #300, New York, NY 10170	21263xxxx4	ace**@f*************.com	4.9	24					211
Wittenberg Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx1	anu**********@u.com
David Rosegarten, CDFA - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx5	abc*****@u.com
Aging Issues Management	4419 White Plains Rd Fl 1 Bronx, NY 10470	71876xxxx6	inf@a*************.com
The Dahlquist Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx2	abc*****@u.com
Michael Siden	45 Rockefeller Plz 5th Fl, New York, NY 10111	56161xxxx2	abc**@r***.com
CapActix Business Solutions	347 Fifth Ave Ste 1402-227 New York, NY 10016	20177xxxx9	adi***@c*****.com			5	1	458	2	478
Edward Jones - Financial Advisor: Michael Bain	300 Knickerbocker Rd, Cresskill, NJ 07626	20187xxxx0	a.j*******@e********.com					91824		107000
John Acello, CPA	118-17 Union Tpke Ste 9J Forest Hills, NY 11375	64648xxxx6	jac**@g**.com			5	5
Leila Fayaz Larijani - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx6	abc*@u.com
New England Financial of North Jersey	12909 26th Ave Ste 12909, Flushing, NY 11354	71893xxxx0
Merrill Lynch Wealth Management	22 W 52nd St, New York, NY 10019	21225xxxx0
Morgan Stanley	2 Valley Stream Rd E, Larchmont, NY 10538	21276xxxx4	aal*****@m**********.com					135975	3135	135000
Loren Cole - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx5	wms********@r.com					13859		15000
Tony De La Rosa - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	31077xxxx0	acc*************@u.com
Mark E Feinsot, CPA	38 W 32nd St Ste 400 New York, NY 10001	21263xxxx0	dom**@b**********.com	5	16	5	6	151		163
White Plains Financial Services	705 E 227th St, Bronx, NY 10466	71865xxxx4		5	1
Ameriprise Financial	405 Park Ave Ste 1402, New York, NY 10022	21275xxxx7	ame***************@e.ameriprise					133410		133000
The DellaRusso Investment Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx8	abc*****@u.com
Annuity General	Serving theBronx Area	80033xxxx4
Upside Tax - Andrew Donoghue CPA	2 Gold St, New York, NY 10038	19179xxxxx8	inf@u*******.com	5	56	4.7	15
Jackson Hewitt Tax Service	1941 Westchester Ave, Bronx, NY 10462	87758xxxx0	inf@o****.jacksonhewitt	4.6	128			262308	9820	260000
NG Advisory Group	121 Newark Ave, Ste 301 Jersey City, NJ 07302	20136xxxx1	joh@g**********.net	3.4	5	4.5	15	94		97
Andrew Foote - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx2	rbc*******@r.com					13869		15000
Merrill Lynch Financial Advisor Alexander Fokides	75 Rockefeller Plz, New York, NY 10019	21228xxxx2	aar********@s***.com
Covepoint Capital Advisors	12 W 57th St, New York, NY 10019	21224xxxx0
Bob Young Financial	300 County Ave Secaucus, NJ 07096	95437xxxx7	joh@b***************.com			5	6
Francis Financial, Inc.	39 Broadway Suite 1730, New York, NY 10006	21237xxxx8	aal*****@m**********.com	5.037	37			925
Mohammed Islam - TD Wealth Financial Advisor	108-36/50 Queens Blvd, Forest Hills, NY 11375	34745xxxx1	abc******@t.com					857159	7880	860000
Schiller-Haskell Partners - UBS Financial Services Inc.	1285 Ave Of The Americas 15th 16th 17th 18th Floors, New York, NY 10019	21271xxxx6	abc*****@u.com
Jackson Hewitt Tax Service	1030 Southern Blvd, Bronx, NY 10459	87758xxxx0		4.5	41			262308	9820	260000
Lavin Tax Corp	3563 E Tremont Ave, Bronx, NY 10465	71886xxxx0	joh*****@l*********.com	4.5	11
ADM Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21233xxxx2	abc*****@u.com
Value Added Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx9	abc*****@u.com
Fidelity Investments	1271 Avenue Of The Americas, New York, NY 10020	21248xxxx0	a61**@f*****.com			2.8	4	338366		364000
TIAA Financial Services	730 3rd Ave Fl 6 New York, NY 10017	80084xxxx3	acc****************@t*.org	2.2	28	1.4	34	90779	542	91000
Dominican Investors Group LLC	4676 Park Ave, Bronx, NY 10458	71829xxxx4		3.7	9
Nintzel Wealth Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx4	abc*****@u.com
420 Multi Services Inc.	1035 Morris Park Ave, Bronx, NY 10461	71840xxxx0	c18***************************@s***.wixpress	4.4	25
Practical Tax Audit Solutions	118 Westchester Square, Bronx, NY 10461	71840xxxx3		4.4	21
JL Wealth Management Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx5	rbc*******@r.com					16374		16000
Brooklyn Plans	81 Prospect St, Brooklyn, NY 11201	19177xxxxx7	adm@b**********.org	5	19	4.9	14	335		335
Kevin Leeds CPA	255 W Spring Valley Ave Ste 207 Maywood, NJ 07607	20148xxxx8	chr****@k*******.com			5	1
Schillerstovare Financial Services	460 Bergen Blvd Palisades Park, NJ 07650	71897xxxx8	adv**@s************.com							24
Savvides Photis CPA	3192 Westchester Ave, Bronx, NY 10461	71840xxxx3		5	7
Morgan Stanley Wealth Management	399 Park Ave, New York, NY 10022	21289xxxx2	aar*********@m*********************.com
Alice Chan - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21288xxxx7	abc*@u.com
The Rosegarten/Rubin Financial Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx5	abc*****@u.com
Jackson Hole Partners - A joint venture between Epstein Partners and Trident Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx5	abc*@u.com
Wells Fargo Advisors	20 Great Neck Rd, Great Neck, NY 11021	51646xxxx0
Arnold Hochstadt, CRPC - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx5	a.h******@u.com
Compass Partners International	599 Lexington Ave, New York, NY 10022	21270xxxx0
Stackman \| Casriel Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21282xxxx2	abc*****@u.com
True North Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21282xxxx0	abc*****@u.com
Morgan Stanley Wealth Management	541 Amsterdam Ave, New York, NY 10024	21272xxxx7	acm*********@m**********.com					794	658	845
Gregory Hurst - UBS Financial Services Inc.	299 Park Avenue 8th 9th And 11th Floors, New York, NY 10171	21282xxxx8	abc*@u.com
Charles Schwab	430 Park Ave, New York, NY 10022	21229xxxx8	aar******@s***.com
GANER + GANER CPAs	1995 Broadway New York, NY 10023	21287xxxx2	bga****@g**.com			1	2	1662	326	1800
John Hug, CRPC - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx1	acc*************@u.com
Hope Tax Services	1739 Zerega Ave, Bronx, NY 10462	71879xxxx1	hop************@g**.com	5	24
The Gunderson Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx3	abc*****@u.com
Strategies for Wealth	437 Madison Ave 29th Floor, New York, NY 10022	21270xxxx0	a@s******************.com	3.5	13			512	33	512
Robert J Klein, CPA	4021 214th Pl, Bayside, NY 11361	71842xxxx4	adm@r************.com	5	5	5	5			56
Our Financial Health	8 W 126th St, New York, NY 10027	21223xxxx2	nic*@o**********.com	5	6
Wells Fargo Advisors	1755 Broadway, New York, NY 10019	21242xxxx0
*ETRADE - Temp. CLOSED**	428 Central Park Ave Scarsdale, NY 10583	86678xxxx7	adv**********@e***.com			4	1	165275		169000
Edward Jones	560 Sylvan Ave Ste 1275, Englewood Cliffs, NJ 07632	20156xxxx0	a.j*******@e********.com					90290		104000
Wagner, Ferber, Fine & Ackerman	66 S Tyson Ave Floral Park, NY 11001	51632xxxx0	alt*****@w****.com	5	29	5	1	180	14	182
Frederick Spagnola - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx0	abc*****@u.com
Santander Bank	375 Queen Anne Rd, Teaneck, NJ 07666	87776xxxx5	abc*****@s**********.com					122911	1160	123000
Abs Accounting & Taxes Corp	1866 Wood Ave, Bronx, NY 10460	71882xxxx7	inf@a********.com	5	17
Sean Regan - Associate Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	64629xxxx8	dns***@a*.com
Passante Investments	36-11 Ditmars Blvd, Astoria, NY 11105	51688xxxx5	cpa****@a***************.com
Santander Bank	1500 Lexington Ave, New York, NY 10029	87776xxxx5		5	1			122350	1194	122000
United Financial Planning Group	14 Penn Plaza Fl 18th New York, NY 10001	63123xxxx1	aja*@u******.com					2075		2000
The Hurst Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx1	abc*****@u.com
Drucker Wealth Management	2 Park Ave New York, NY 10016	21268xxxx0	aut*@d**********.com	4.9	56			1100	11	1200
Seng, Jack J, MBA	10837 71st Ave, Forest Hills, NY 11375	71889xxxx3	dns***@a*.com
Gramercy Wealth Management Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx3	abc*****@u.com
A H Tax Solution Inc	566 E 187th St, Bronx, NY 10458	34746xxxx1	aht********@g**.com	4.4	40			92		92
Ridgewood Savings Bank	1745 Crosby Ave, Bronx, NY 10461	71893xxxx0	acc********@r**********.com	3.3	8
One Stop Multiservice	41-39 54th St Ste 4 Woodside, NY 11377	71855xxxx7	one**********@a.com	5	8	3.7	3	258		307
Ameriprise Financial	420 Lexington Ave Rm 2531, New York, NY 10170	64637xxxx0	dns***@a*.com
MPD Park Avenue Group - UBS Financial Services Inc.	299 Park Ave 8th Fl, New York, NY 10171	21282xxxx2	abc*****@u.com
Equitable	1345 Avenue Of The Americas 3rd Fl, New York, NY 10105	86644xxxx1	aar*******@e******.com	1.2	32			51741	25	51000
Drucker Wealth Management	2 Park Ave 20th floor, New York, NY 10016	21268xxxx0	ace**@f*************.com	4.9	84			1292	11	1200
Santander Bank	10002 Queens Blvd, Forest Hills, NY 11375	87776xxxx5	abc*****@s**********.com					123713	1163	124000
Gerstley Financial Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21233xxxx8	abc*****@u.com
Stefani Bollag Masry, CRPC - UBS Financial Services Inc.	1285 Ave Of The Americas 15th 16th 17th & 18th Floors, New York, NY 10019	21271xxxx5	acc*************@u.com
Leonard Descartes - TD Wealth Financial Advisor	1995 Broadway, New York, NY 10023	64641xxxx6	abc******@t.com					860706	7881	860000
Bronx Tax Man Corp	3600 E Tremont Ave, Bronx, NY 10465	71882xxxx0	cat@b********.com	4.9	133
Garrick P. Montenegro, CFP - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx8	abc*****@u.com
Gehang Schwartz - TIAA Financial Consultant	730 3rd Ave 6th Fl, New York, NY 10017	80084xxxx3	acc****************@t*.org					90900	541	91000
Josef Najar	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx5	a@r*****.com
Daniel Nava - TD Wealth Financial Advisor	650 Pelham Pkwy S, Bronx, NY 10462	34734xxxx1	abc******@t.com					856891		860000
Santander Bank	7581 31st Ave, East Elmhurst, NY 11370	71844xxxx3	aar@s**********.com					123644	1163	123000
Edward Jones - Financial Advisor: Todd A Claytor	560 Sylvan Ave Ste 3270, Englewood Cliffs, NJ 07632	20156xxxx0	a.j*******@e********.com	5	1			110273		110000
The Firm of Sheldon L. Richards, CPA	112 West 34th St New York, NY 10120	18662xxxxx4	ebe@e******.com			5	1
Safran Wealth Advisors, LLC	641 Lexington Ave 14th floor, New York, NY 10022	21232xxxx0	esa**@s*****************.com	5	2
United Financial Planning Group LLC	14 Pennsylvania Plaza 9th Floor, New York, NY 10122	63123xxxx1	ace**@f*************.com	5	2			2011		2000
Orly Elliott - UBS Financial Services Inc.	1285 Avenue Of The Americas 18th Fl, New York, NY 10019	21264xxxx3	abc*****@u.com
THE MIDTOWN GROUP - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx0	abc*****@u.com
The Stone-Miller Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx7	abc*@u.com
PLS Financial Service Inc	1 W 125th St, New York, NY 10027	21242xxxx4	aal**@p***.com	4.8	417			11848	781	11000
Morgan Stanley	622 W 168th St, New York, NY 10032	21230xxxx4	aal*****@m**********.com					136569	3152	136000
Charles Lore, CFA, CFP, ChFC - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx0	abc*****@u.com
The Willens Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx8	abc*****@u.com
The Metropolitan Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx1	abc*****@u.com
Paul Shotland Consulting	1 Linden Plz Ste 305 Great Neck, NY 11021	51630xxxx0				5	4
Park View Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx4	abc*****@u.com
Sean Goodlet - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21288xxxx8	abc*@u.com
Joshua Bruegman - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx2	jos**********@r.com					13869		15000
CCSS BUSINESS FINANCE&CREDIT CARDS PROCESSING and FOOD STAMP	2441 Webb Ave Bronx Ny Ste 11F, Bronx, NY 10468	91765xxxx8	inf@c*****.com	5	15
Maria Lucic - State Farm Insurance Agent	116-19 Queens Blvd Forest Hills, NY 11375	71826xxxx0	mar***********@s******.com			4.3	7	1354	12	1300
Morgan Stanley Wealth Management	236 North Ave, New Rochelle, NY 10801	91423xxxx1
Gina Thompson - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx5	kin*************@r.com					122		122
ZS Wealth Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx0	etr*@u.com
Luis Flores - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx0	abc*@u.com
Osman J Cardona - TD Wealth Financial Advisor	1995 Broadway, New York, NY 10023	64673xxxx1	alc************@t.com					862030	7881	862000
Beekman Financial Planning LLC	353 E 54th St Ste. 3W, New York, NY 10022	21272xxxx4	abu*@l**********.com	5	1					3
Michael C. Allen & Co	1983 Marcus Ave Ste 137 New Hyde Park, NY 11042	51677xxxx0	bfa@m*************.com
Kenji Yoshikawa CRPS, CEPA - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx8	abc*****@u.com
The Berkoff Plitt Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21233xxxx6	abc*****@u.com
Vincent F Parascandola - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	21275xxxx1	apr**********@a*.com					339	15	340
Santander Bank	198 Main St, Ridgefield Park, NJ 07660	87776xxxx5	abc*****@s**********.com	2	1			122911	1160	123000
Merrill Lynch Wealth Management	1010 Northern Blvd Ste 490, Great Neck, NY 11021	51649xxxx0	aar********@s***.com
Arrowpoint Tax Services, Inc.	1741 Hunt Ave, Bronx, NY 10462	34747xxxx5	inf@a***********.com	5	19			211	15	211
Geo American Financial Corporation	708 Lydig Ave, Bronx, NY 10462	71882xxxx4
Wells Fargo Advisors	3709 Riverdale Ave, Bronx, NY 10463	71888xxxx0
Carlos Rangel, CPA, PC	405 Lexington Ave, Ste 2600 New York, NY 10174	64640xxxx3	car*******@c*******.com			4	4	6		7
Michelle Perr - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx1	abc*****@u.com
Simons Financial Network	175 W 93rd St New York, NY 10025	91726xxxx0	eri@s********************.com			1	1
Steven Kabot - UBS Financial Services Inc.	1285 Ave Of The Americas 15th 16th 17th & 18th Floors, New York, NY 10019	21271xxxx0	acc*************@u.com
Global Access Investmnt Advisor	1350 Avenue Of The Americas, New York, NY 10019	21239xxxx5
Charles Schwab	200 E 79th St, New York, NY 10075	21245xxxx0	aar******@s***.com	4	10			654972	265	654000
Edward Jones - Financial Advisor: Alex Cojocaru	4701 Queens Blvd Ste 208, Sunnyside, NY 11104	92952xxxx0	a.j*******@e********.com	5	8			110274		110000
UBS New York International - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21264xxxx5	abc*@u.com
Sunray Bank	77 E 4th St New York, NY 10003	20381xxxx2				5	1
Money Management International	903 Sheridan Ave 2nd floor; Ste. 1, Bronx, NY 10451	71866xxxx0	abh***********@m************.org	4.9	20			26912	4	26000
Connor Heine, CFP, CPFA - UBS Financial Services Inc.	1285 Ave Of The Americas 15th 16th 17th & 18th Floors, New York, NY 10019	21271xxxx8	acc*************@u.com
Daniel Selcow	45 Rockefeller Plz Fl 5, New York, NY 10111	33226xxxx0	a@r*****.com
John Hsu Capital Group Inc	800 Third Avenue, Suite 1703, New York, NY 10022	21222xxxx5	j.h@j***********.com
Ameriprise Financial	20 Cecil Crest Rd, Yonkers, NY 10701	57423xxxx0
Unique Financial Advisors	26 Broadway Fl 8 New York, NY 10004	64691xxxx0	cri***@u********************.com	5	2
Burns Rodriguez & Associates Tax Services	4102 E Tremont Ave, Bronx, NY 10465	71882xxxx0	bur*********@b****.com	4.5	40
Zoe Financial	666 3rd Ave, New York, NY 10174	64668xxxx4	ace**@f*************.com	4.5	31			1591		1500
Ameriprise Financial	57 E 73rd St Apt 1, New York, NY 10021	21228xxxx5	ame****************@a*.com					133410		133000
Douglas Royce Advisory Group	30 Antler Pl New Rochelle, NY 10804	91422xxxx3	bc5***********************************@w***************.com
Gerard E. Heymann - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx7	wms********@r.com					13885		15000
ATP \| Advanced Taxation Practice	24-04 41st Street Queens, NY 11103	34784xxxx2	c18***************************@s***.wixpress	5	30	5	1	551	80	564
John Conway - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21233xxxx9	abc*****@u.com
Raymond James Financial Services	535 Madison Ave, New York, NY 10022	21290xxxx0
MDK Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx3	abc*****@u.com
Kutz & Company	475 Northern Blvd Ste 26 Great Neck, NY 11021	51648xxxx8	and*@k***********.com	5	19	3.5	6
Ameriprise Financial	64 N Summit St Suite 207, Tenafly, NJ 07670	20150xxxx2
Talisha Scarborough - New York Life	420 Lexington Ave Fl14th And 15th New York, NY 10170	91779xxxx3	a.-***************@n********.com					647975		651000
Alan Melamed - Private Wealth Advisor, Ameriprise Financial Services	1345 Avenue Of The Americas 2nd Fl, New York, NY 10105	21275xxxx6	ala*******@a*.com
Fidelity Investments	2070 Broadway, New York, NY 10023	80062xxxx0	a61**@f*****.com	3.5	11			372043		372000
Alliance Accounting & Tax CPAs	136 Madison Ave Fl 6 New York, NY 10016	91781xxxx6	chr@a****.com
Jack J Seng - Financial Advisor, Ameriprise Financial Services	10837 71st Ave Apt 7F, Forest Hills, NY 11375	71889xxxx3	dns***@a*.com
The Coughlin Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx3	abc*****@u.com
Gatestone Financial Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx5	abc*****@u.com
Richard Cline - TD Wealth Financial Advisor	1995 Broadway, New York, NY 10023	34734xxxx0	abc******@t.com					857146	7880	860000
George Dimov CPA	211 E 43rd St Ste 628 New York, NY 10017	12126xxxxx3	ade**@d*****.com			4.8	287
Jill Michele Epstein, CFP - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx4	abc*****@u.com
Park Avenue Investment Consulting - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21233xxxx8	acc*************@u.com
SRG Advisors	1 University Plz Ste 311 Hackensack, NJ 07601	20152xxxx2	inf@s*********.com			4	4
TaxAssurances	8 Sickles Ave, New Rochelle, NY 10801	91427xxxx1	d.j*@t**********.com	4.9	77	4.9	20	133	1259	146
Collateral Loanbrokers Association of New York	2400 Grand Concourse, Bronx, NY 10458	71834xxxx6
Entrepreneurs Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx9	abc*****@u.com
Santander Bank	7209 Northern Blvd, Jackson Heights, NY 11372	87776xxxx5	abc*****@s**********.com					123714	1163	124000
Brian Nolan - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx4	rbc*******@r.com
The Teixeira Loughran Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx2	abc*@u.com
Gerstein Fisher	565 5th Ave Fl 27 New York, NY 10017	80084xxxx2	bjo**@g***********.com	3.3	4	3.3	8
LOPEZ MULTI SERVICES LLC		34726xxxx3	dlo*@l***************.com	5	1			2923		4000
Marguerite Robinson	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx1	a@r*****.com
The Firm of Sheldon L Richards, CPA	353 Lexington Ave New York, NY 10016	64671xxxx2	ast**@a*******.com
Gregory Simon - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21233xxxx3	abc*****@u.com
T&S Income Tax Company	219 E 170th St, Bronx, NY 10456	71858xxxx3		5	2
Robert Barnett - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	64629xxxx4	dns***@a*.com
Robert Rossi, CFP, CIMA - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx6	abc*****@u.com
Ralph Fatigate - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	21275xxxx5	dns***@a*.com					339	15	340
Santander Bank	1420 Northern Blvd, Manhasset, NY 11030	51662xxxx0	m.m***@f*****.org	3.5	8			122391	1190	122000
Sage Point Financial	80 Wall St New York, NY 10005	21226xxxx9	dom**@a*********.com					2995	28	3600
Daniel Lee	1995 Broadway, New York, NY 10023	34750xxxx7	abc******@t.com					862030	7881	862000
Daniel Ladner, CPM - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx0	abc*****@u.com
The Kincade Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx0	abc*@u.com
Apple Financial Services & Co	33-54 83rd St Ste G 01 Jackson Heights, NY 11372	71842xxxx1
Centerview Partners	31 W 52nd St, New York, NY 10019	21238xxxx0	aad***@c***************.com	5	2
The Matta Wealth Management Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx2	abc*****@u.com
Steven Wagner - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx2	abc*****@u.com
Wells Fargo Advisors	15 W Palisade Ave, Englewood, NJ 07631	20140xxxx4
The New York International Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx2	abc*****@u.com
The Pensato Slayne Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0
The Settlement Solutions Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	87782xxxx1	abc*@u.com
Anthony & Associates, CPA P.C.	Entrance on, 716 Morris Park Ave Store D, Bronx, NY 10462	34747xxxx4	san***@a*****************.com	1	1
Glenn Degenaars - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0	deg********@r.com
Edward Jones	4005 Broadway Apt 4005, Astoria, NY 11103	71820xxxx6	a.j*******@e********.com					110274		110000
Hollenbaugh, Rukeyser, Safro & Williams - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx0	agl****@u.com
Morgan Stanley Wealth Management	1633 Broadway Fl 26, New York, NY 10019	21253xxxx0
Stephen Castanza & Associates	3612 E Tremont Ave # 101, Bronx, NY 10465	71840xxxx2		5	1
Edward M. Foley Jr. CFA, CFP, CEPA - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx9	abc*****@u.com
Brian Malloy	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx6	a@r*****.com
4D Tax & Financial Planning	14 Wall St FL 20 New York, NY 10005	91775xxxx6	jl@4***.com			4	8
Bessemer Trust Private Wealth Management New York NY	630 5th Ave, New York, NY 10111	21270xxxx0	bes******************@a*******.email
Lam Wong-Carbone - Wilmington Advisors @ M&T	384 Plandome Rd, Manhasset, NY 11030	63141xxxx4	abc*****@m.com					97728	2655	97000
Merrill Lynch Financial Advisor Marshall Dumont	75 Rockefeller Plz, New York, NY 10019	21241xxxx3	aar********@s***.com	5	1
Peony Chan- TD Wealth Financial Advisor	1995 Broadway, New York, NY 10023	21220xxxx0	abc******@t.com					860706	7881	860000
Schupak Financial Advisors	101 Hudson St Ste 2175 Jersey City, NJ 07302	64684xxxx6	d_j*@s******.com			5	3
PLS Financial	385 E Fordham Rd, Bronx, NY 10458	71822xxxx5	aar@p***.com	4.8	426			11593	737	11000
Santander Bank	3710 Broadway, Long Island City, NY 11103	71827xxxx0	aar@s**********.com	4.1	14			123553	1163	124000
Bushwick Economic Development	540 Southern Blvd, Bronx, NY 10455	71866xxxx8		5	1
EBNY Insurance Services	40 Main St Ste 204 Chatham, NJ 07928	20133xxxx1	ami*******@e**********.com							6
Mascetti \| Court \| Lobsiger Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21288xxxx1	abc*@u.com
VB&T Certified Public Accountants	57 W 57th St Ste 1406 New York, NY 10018	21244xxxx0	fvb@g*****.com	5	3	5	4			50
Wells Fargo Advisors	968 3rd Ave, New York, NY 10022	21238xxxx3
Santander Bank	9710 63rd Rd, Rego Park, NY 11374	87776xxxx5	abc*****@s**********.com					123716	1163	124000
Vertex Consulting Group	339 E 81st St, New York, NY 10028	91751xxxx4
Capital Recovery Enterprise	152 E 118th Ste 1, New York, NY 10035	64672xxxx0	inf@n*********.com
Richard Schnier - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0	ric**********@r.com					13904		15000
Morgan Stanley Financial Advisors	55 E 52nd St 10th Fl, New York, NY 10055	21249xxxx0	acc********@m**********.com	1	1
J G TAX & PROFESSIONAL SERVICES, INC	767 Astor Ave, Bronx, NY 10467	34784xxxx8		4.9	233
Blue Mountain Owner	280 Park Avenue, 12th Floor, New York, NY 10017	21290xxxx0	abe**@b****************.com	3	6
My Financial Solutions	733 32nd St Union City, NJ 07087	20134xxxx2	fre@m********************.com	5	135	4.3	4
Santander Bank	2336 Bell Blvd, Bayside, NY 11360	71863xxxx0	aai*@y********.com
Guzhuna Financial Group	100 Church St New York, NY 10007	12123xxxxx0	a@g**************.com					17	2	19
Edward Jones - Financial Advisor: Michael T Sheridan	5 Pondfield Rd Bronxville, NY 10708	91433xxxx3	a.j*******@e********.com					89469		103000
Simon Blattstein - Thrivent	450 W 58th St Apt 5C, New York, NY 10019	51845xxxx0	abc*****@t*****.com	2	1
MTP Advisors	69-64 Grand Ave Maspeth, NY 11378	71889xxxx1	mte*@m********.com			1	1
Charles Schwab	1300 Avenue Of The Americas New York, NY 10019	21230xxxx9	ian*********@s***.com			3.7	3	646804	222	658000
Santander Bank	115 W 125th St, New York, NY 10027	87776xxxx5		5	1			122391	1190	122000
Robert Gordon-Brown - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21288xxxx6	abc*****@u.com
Wells Fargo Advisors	12 S Broadway, Yonkers, NY 10701	91496xxxx0		1	1
BAEZ TAX MULTISERVICES LLC	1477 Leland Ave, Bronx, NY 10460	34729xxxx3		4.6	10
The Bobigan Engros Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21233xxxx0	abc*****@u.com
Hoffman Wealth Management - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx9	abc*@u.com
Yeimy Rosario: Primerica - Financial Services	2114 Williamsbridge Rd 2ND FLR, Bronx, NY 10461	71870xxxx8	aud*********@p******.com	4.7	14			152201	4045	169000
Joseph Leone - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	64629xxxx2	dns***@a*.com
Ariva	69 E 167th St, Bronx, NY 10452	71829xxxx3	ave*@a**.org	4	39			1111	49	1400
New York Comm Financial Corporation	1034 Ogden Ave, Bronx, NY 10452	71858xxxx6
Todd Feldman - UBS Financial Services Inc.	1251 Avenue Of The Americas 2nd Fl, New York, NY 10020	21262xxxx3	abc*****@u.com
Payability	61 Broadway Ste 1115 New York, NY 10006	64649xxxx5	abd*@p*******.com			3	4	5696	2	5900
Ing	1325 Avenue Of The Americas, New York, NY 10019	64642xxxx0
Neppalli Financial Accountants & Advisors	197 State Route 18 Ste 305 East Brunswick, NJ 08816	73284xxxx0	con**@n**************.com	5	8
1881 Walton LLC	1881 Walton Ave, Bronx, NY 10453	71858xxxx2
Wells Fargo Advisors	1 W Railroad Ave, Tenafly, NJ 07670	20171xxxx4
High Pointe Associates	253 Main St Ste 165 Matawan, NJ 07747	73260xxxx0
Kevin Sheerin, CFP - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx5	abc*****@u.com
Joseph and Son Enterprise LLC	2920 Wickham Ave, Bronx, NY 10469	34757xxxx1
Ameriprise Financial	3808 Bell Blvd, Bayside, NY 11361	71822xxxx0	dns***@a*.com
Morgan Stanley Wealth Management	86 Main St, Yonkers, NY 10701	91496xxxx7	aar*********@m*********************.com
Santander Bank	1241 Lexington Ave, New York, NY 10028	87776xxxx5	ale**********@s*****************.com					122351	1194	122000
Morgan Stanley Wealth Management	505 Park Ave, New York, NY 10022	21257xxxx9	akr*@w**********.com
Tax Strategies Group	3010 Eastchester Rd, Bronx, NY 10469	64649xxxx4	hel@c**************.com	4.1	9	1	1	104	2	117
James Van Metter & Associates	81 Pondfield Rd Ste 4 Bronxville, NY 10708	91479xxxx3
Easterly Acquisition Corp.	375 Park Ave Ste 2102, New York, NY 10152	61730xxxx0	inf@e*****************.com
Wells Fargo Advisors	6727 Bergenline Ave, Guttenberg, NJ 07093	20141xxxx0
Elmhurst tax and accounting	8333 Broadway Ste 8333, Elmhurst, NY 11373	71827xxxx8	inf@e*********.com
Wells Fargo Advisors	5080 Xavier Dr, Yonkers, NY 10704	91423xxxx5
Liberty Tax	1835 Westchester Ave, Bronx, NY 10472	92920xxxx1	aar*@l*******.com	4.7	77			104916	14505	105000
Anthony Pinto: Primerica - Financial Services	978 E Gun Hill Rd, Bronx, NY 10469	91748xxxx3	and*******@p******.com	5	48
Assets & Acquisitions Financial Services LLC.	2666 Miles Ave Ste #3, Bronx, NY 10465	80043xxxx1	adm****@g*********.com	5	7
Omor Elahi - TD Wealth Financial Advisor	108-36/50 Queens Blvd, Forest Hills, NY 11375	91774xxxx6	abc******@t.com	1	1			857163	7880	860000
SCF Wealth Management Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx9	abc*****@u.com
Capital Preservation Partners	55 Pondfield Rd Bronxville, NY 10708	91433xxxx2	doe@c**.bz			5	1
Forever Enterprise Corp	461 E 159th St, Bronx, NY 10451	64640xxxx0	ale*********@h****.com	4.9	17			397	23	410
Edward Jones	5 Pondfield Rd, Bronxville, NY 10708	91433xxxx3	a.j*******@e********.com					91821		107000
Lyle Casriel - UBS Financial Services Inc.	299 Park Ave 26th Fl, New York, NY 10171	21282xxxx6	abc*****@u.com
U.S. Bank - Private Wealth Advisor: Joe Ferrone	1095 6th Ave 15th Floor, New York, NY 10036	91732xxxx6	aar**********@u***.com					346527	6068	349000
Horizon Harvest Financial Planning	275 Park Ave Suite A, Brooklyn, NY 11205	71877xxxx2	hor*************@r*************.com	5	1
Geoffrey Aunger - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx9	wms********@r.com					13907		15000
Yomarie Letriz Ruiz - TD Wealth Financial Advisor	108-36/50 Queens Blvd, Forest Hills, NY 11375	34755xxxx2	abc******@t.com					857163	7880	860000
Gregory Gottlieb - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	60967xxxx1	abc*****@u.com	5	2
Dunn Wealth Management Partners - UBS Financial Services Inc.	299 Park Ave 26th Fl, New York, NY 10171	21282xxxx6	abc*@u.com
The Weinberger Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx1	abc*****@u.com
RLN US	60 East 42nd Street, Suite 1201, New York, NY 10165	21254xxxx0	axx*********@r**.com	4.9	32			302		428
Lord Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx1	abc*****@u.com
The Sargent Group	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx0	abc**@r***.com
Anthony Soeira - Wilmington Advisors @ M&T	680 Anderson Ave # 684, Cliffside Park, NJ 07010	90895xxxx4	abc*****@m.com					94209	2590	96000
Santander Bank	2259 31st St, Long Island City, NY 11105	71893xxxx0	a.a****@s**********.com	2.8	13			123714	1163	124000
Santander Bank	17-19 Washington St, Tenafly, NJ 07670	87776xxxx5	ach@s**********.com					122391	1190	122000
Azoemill Financial Services	120 Co-op City Blvd Apt 13c, Bronx, NY 10475	64632xxxx0
Katz Wealth Management - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx1	abc*@u.com
Ameriprise Financial	1500 Lexington Ave Apt 3e, New York, NY 10029	64686xxxx8	ame****************@a*.com					132022		133000
The Grossman Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx7	abc*****@u.com
Piermont Wealth Management	100 Park Ave Ste 1600 New York, NY 10017	63145xxxx5	cgr****@p***********.com					2705		3000
CastleBrook Partners	530 5th Ave Fl 12 New York, NY 10036	21253xxxx9	jsm*@c****************.com
Vision Financial Services	6348 Alderton St, Rego Park, NY 11374	71820xxxx0	joh@m***************.com
Financial Planner Bronx
Santander Bank	65 River Rd, Edgewater, NJ 07020	87776xxxx5						122911	1160	123000
Wendy A Pacheco: Primerica - Financial Services	2114 Williamsbridge Rd 2ND FLR, Bronx, NY 10461	71870xxxx8	and*******@p******.com	4.7	15			152200	4045	169000
Broadway Tax Professionals	160 W 71st St Ste 2b New York, NY 10023	21287xxxx4	ade*************@b*********************.com	4.2	40	4.2	42	152	24	155
Two Creeks	40 W 57th St Fl 32, New York, NY 10019	21258xxxx0	abc*****@h*******.com
Scott Rose - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx3
Merrill Lynch Wealth Management	560 Lexington Ave 2nd Fl, New York, NY 10022	21230xxxx0	aas**********@m.com					181		246
James Wright - Ameriprise Financial Advisor	57 E 73rd St Apt 1 New York, NY 10021	58656xxxx4	dav********@a*.com
Boccia Quinn Kubica Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx0	acc*************@u.com
Allstate Insurance Agent: Ren Jainarine	16007 Hillside Ave Jamaica, NY 11432	71873xxxx0	a**00@a*****.com			5	1
Ridgewood Savings Bank	1134 Morris Park Ave, Bronx, NY 10461	71882xxxx0	acc********@r**********.com	4.7	17
The Feldman-Abbott Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx3	abc*****@u.com
Ballaster Financial	202 8th St Unit 2 Jersey City, NJ 07302	97354xxxx1	2a5***********************************@w***************.com	5	2	5	3			59
Chase Bank	1860 Broadway New York, NY 10023	21287xxxx7	acc********@c**.com	4.1	32	3.9	8	935660	7262	37
New York, NY Private Wealth Management - UBS Financial Services Inc.	299 Park Ave 26th Fl, New York, NY 10171	21282xxxx1	abc*@u.com
Pine Stone Partners	136 Madison Ave New York, NY 10016	34742xxxx4	c18***************************@s***.wixpress			5	1
Austin Jett - AXA Advisors	1290 Avenue Of Americas Fl 4 New York, NY 10104	21282xxxx7	aus******@e******.com			5	1
Wells Fargo Advisors	375 White Plains Rd, Eastchester, NY 10709	91428xxxx1	a-w*************@w***************.com					186224		187000
Li Ping (Kathy) Wang, MetLife	4160 Main St Ste 4160, Flushing, NY 11355	71876xxxx0	a@m******.com					683859	4295	683000
Merrill Lynch Wealth Management	601 Lexington Ave Fl 46, New York, NY 10022	21228xxxx0	aas**********@m.com					181		244
Rosecliff Capital, LLC.	888 7th Ave, New York, NY 10106	21249xxxx0
Merrill Lynch Wealth Management	75 Rockefeller Plz, New York, NY 10019	21241xxxx0	ale********@m.com	3	2
Matt Maher - Ameriprise Financial Services	530 5th Ave Fl 10 New York, NY 10036	21284xxxx2	dns***@a*.com			5	1
Rossana Ionescu - TD Wealth Relationship Manager	148 E Fordham Rd, Bronx, NY 10468	34760xxxx5	abc******@t.com					856891		860000
LVS Investment Advisory	79 Madison Ave Fl 8 New York, NY 10016	98036xxxx7	joh@l*********.com			5	1
Bronx Capital LLC	941 McLean Ave Suite 215, Yonkers, NY 10704	88824xxxx6	mro**@b*********.com
Jennifer M Hieber - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	21275xxxx8	dns***@a*.com
Paul F Cammareri	132 W 36th St Ste 510 New York, NY 10018	64672xxxx2	aro***@b*********.com							33
Edward Jones - Financial Advisor: Paul Farrell	560 Sylvan Ave Ste 3270 Englewood Cliffs, NJ 07632	20156xxxx0	a.j*******@e********.com					89469		103000
Edward Lord, IV - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx1	abc*****@u.com
Hartung Finance LTD	575 Lexington Ave, New York, NY 10022	64658xxxx4
Barnum Financial Group	10 Grand Central 155 East 44th Street 12 Floor, New York, NY 10017	20351xxxx0	com*****@b*****.com	1	2			1133	243	1100
Santander Bank	225 E 86th St, New York, NY 10028	21253xxxx8
Morgan Stanley Wealth Management	19 W 52nd St, New York, NY 10103	21260xxxx0
Royal Alliance Associates	733 3rd Ave Ste 4 Manhattan, NY 10017	21285xxxx0	aba***@r**********.com					3028	29	3600
The Cole Wealth Management Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx6	abc*****@u.com
Rodriguez Consulting	8 E 199th St, Bronx, NY 10468	91747xxxx0		5	6
Fortunoff Rossi Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx6	abc*****@u.com
Santander Bank	226 E 86th St, New York, NY 10028	21253xxxx8	aug*******@s*****************.com	3.6	11			122284	1200	122000
National Tax & Financial Services	Bronx, NY 10461
Enrico Lomonaco - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21233xxxx1	abc*****@u.com
Bank of America Financial Center	248 E Fordham Rd, Bronx, NY 10458	71888xxxx0	cho*********@b**********.com	2	168
The Poppo Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx5	abc*****@u.com
The Powers Group - UBS Financial Services Inc.	299 Park Avenue 8th 9th And 11th Floors, New York, NY 10171	21282xxxx4	abc*****@u.com
Ace Advisory Management	337 Lenox Ave, New York, NY 10027	64628xxxx4	x22***@a*******************.business	4.8	20	5	4
John McGrath - UBS Financial Services Inc.	1285 Ave Of The Americas 15th 16th 17th And 18th Flrs, New York, NY 10019	21264xxxx7	abc*****@u.com
Chin & Feng Wealth Management Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx5	abc*****@u.com
Belbol & Associates	550 Kinderkamack Rd, Oradell, NJ 07649	20152xxxx2	inf@b*******.com	5	18	4.7	12
WealthEdge	99 Park Ave #1920, New York, NY 10016	21268xxxx0	a.a***@w*******.com	3.3	7
Generations Planning Solutions - Ameriprise Financial Services	1345 Avenue Of The Americas 2nd Fl, New York, NY 10105	21255xxxx7	and*******@a*.com
Achromatic Solutions	330-340 Baychester Ave #1071, Bronx, NY 10475		ach******************@w********.com
Osaic Wealth	1615 Northern Blvd Ste 304 Manhasset, NY 11030	51691xxxx5
Giacone Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21262xxxx5	alb**********@u.com
Empire Wealth Management	162 Withers St, Brooklyn, NY 11211	71838xxxx0	dip*****@e*******************.com			2.2	6
Allstate Insurance Agent: David H. Cohen	2042 Central Park Ave Yonkers, NY 10710	91496xxxx4	a**00@a*****.com	4.4	18	5	7			64
Edward Jones - Financial Advisor: Albert Lee	40-05 Broadway Ste 2b Astoria, NY 11103	71820xxxx6	a.j*******@e********.com					91824		107000
Merrill Lynch Wealth Management	3536 Bell Blvd, Bayside, NY 11361	71828xxxx7	ali************@m.com
Equitable Advisors	1290 Avenue Of The Americas 4th Fl, New York, NY 10104	21254xxxx4
Morgan Stanley	331 W 57th St, New York, NY 10019	21231xxxx3	aal*****@m**********.com					136569	3152	136000
Santander Bank	1294 Lexington Ave, New York, NY 10128	87776xxxx5	aug*******@s*****************.com					122381	1192	122000
Flores Wealth Planning	800 Third Ave Ste 2800 New York, NY 10022	91774xxxx8	afl**@f********************.com
Onyx Bridge Wealth Group	120 White Plains Rd Ste 115, Tarrytown, NY 10591	91490xxxx9	acl*@o*******.com	5	2			503	8	514
Intensive Financial Service Inc.	1796 Vyse Ave Suite S-3, Bronx, NY 10460	71837xxxx0		4.1	18
GKB & Associates - UBS Financial Services Inc.	1285 Ave Of The Americas 15th 16th 17th & 18th Floors, New York, NY 10019	21271xxxx0	acc*************@u.com
Beacon Wealth Consultants, Inc.	299 Park Ave, New York, NY 10171	64696xxxx7	amb@b*********.com					4408	3	4400
James Dillon - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx7	abc*****@u.com
Lahoud Wealth Partners	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx0	abc**@r***.com
Kahner Segal Partners - UBS Financial Services Inc.	299 Park Ave 11th Fl, New York, NY 10171	21262xxxx3	abc*****@u.com
Long Trail Wealth Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx8	abc*@u.com
Bizsolution	500 Paterson Plank Rd Union City, NJ 07087	20125xxxx2	boo***@e*******.com			5	1			9
Ameriprise Financial Services Inc- Preston P Forman Advanced Financial Advisor	1370 Avenue Of The Americas, New York, NY 10019	21297xxxx1	ame****************@a*.com					133395		133000
Edelman Financial Engines	650 From Rd Ste 460 Paramus, NJ 07652	83375xxxx3	aar*****@e********************.com					18446	17
Santander Bank	2428 34th Ave, Long Island City, NY 11106	87776xxxx5	ale**********@s*****************.com	3.5	8			122728	1157	122000
Bank of America Financial Center	193 W 237th St, Bronx, NY 10463	92923xxxx5	ban********@e**.bankofamerica	3.6	44
Wells Fargo Advisors	24840 Northern Blvd, Little Neck, NY 11362	51630xxxx5
Mark Wang, CFA,CPA,CFP,FRM	1120 Ave Of Americas Fl 4 New York, NY 10036	71873xxxx8	abd*@g**.com			5	1
JG Tax and Financial Services	280 Balcom Ave, Bronx, NY 10465	64673xxxx9		5	3			583123		759000
Patrick McBrien - UBS Financial Services Inc.	299 Park Ave 26th Fl, New York, NY 10171	21282xxxx1	abc*@u.com
Michael Nolan - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx3
PLS Financial	3810 Junction Blvd, Corona, NY 11368	71889xxxx0
Merrill Lynch Wealth Management	515 E 72nd St, New York, NY 10021	21238xxxx5	aas**********@m.com
Betty Pence - Thrivent	5307 64th St, Maspeth, NY 11378	71860xxxx6	adm@d*********.com					373	4	395
Santander Bank	1290 Avenue Of The Americas, New York, NY 10104	87776xxxx5		3.3	14			122284	1200	122000
James Lee	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx0	abc**@r***.com
Neil G Carousso, CPA, CFP	36-01 208th St, Bayside, NY 11361	71842xxxx0	nei@n**********.com
Santander Bank	2429 Jackson Ave, Long Island City, NY 11101	71828xxxx2
Edward Jones - Financial Advisor: June H Woo	4005 Broadway Ste 2B Astoria, NY 11103	71820xxxx6	a.j*******@e********.com			5	1	89427		103000
Fidelity Investments	13A W 61st St, New York, NY 10023	80027xxxx4	a61**@f*****.com	3.6	10			371990		371000
CORAL Investment Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx2	abc*****@u.com
Gustavo Treminio - TD Financial Advisor	108-36/50 Queens Blvd, Forest Hills, NY 11375	51665xxxx7	ale**@t.com					856935	7880	862000
Susan O'Rourke - Financial Advisor, Ameriprise Financial Services	1969 Palmer Ave, Larchmont, NY 10538	91484xxxx9	dns***@a*.com	5	1
Laurence Lubkin - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx2	rbc*******@r.com					16374		16000
Rick Bloom	800 Westcheste Ave Ste N409 Rye Brook, NY 10573	91428xxxx9	rbl*@s****************.com					284		289
Edward Jones - Financial Advisor: Edward EK Yun	560 Sylvan Ave Ste 3270 Englewood Cliffs, NJ 07632	20156xxxx0	a.j*******@e********.com					89469		103000
Merrill Lynch Wealth Management	3635 Bell Blvd Ste 204, Bayside, NY 11361	71828xxxx7	aar********@s***.com
Michael Bapis	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx0	abc**@r***.com
Jonathan Torop - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21230xxxx1	abc*****@u.com
Jake Berlin - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	64629xxxx8	dns***@a*.com
Avi Deutsch, Robertson Stephens	810 7th Ave Ste 615, New York, NY 10019	97831xxxx0	abl@r******.com	5	1			1000	8	1000
McKay Claghorn	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx2	a@r*****.com
Rockefeller Capital Management	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx0	abu*@r***.com	4	2
Dan Arcos, Robertson Stephens	810 7th Ave Ste 615, New York, NY 10019	41550xxxx0	abl@r******.com	5	1			1022	8	1000
Ameriprise Financial	230 Park Ave Rm 808, New York, NY 10169	34775xxxx9	ame****************@a*.com	3	2			133395		133000
Jackson Hewitt Tax Service	1558 Westchester Ave, Bronx, NY 10472	87758xxxx0	inf@o****.jacksonhewitt	4.8	15			262308	9820	260000
Alegre Insurance	1857 Westchester Ave Bronx, NY 10472	71843xxxx3
Creative Planning	152 W 57th St 24th Floor, New York, NY 10019	21299xxxx6	a.j****@c*************.com	4.4	53			8913	148	8900
Peter A Burgos, CPA PC	45-10 Ct Square Fl 3 Long Island City, NY 11101	71893xxxx7	car*@p*******.com	4.8	18	5	23	352	7	350
The Charles Day Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx8	abc*@u.com
Ahad&Co CPA	2153 Westchester Ave Suite 200, Bronx, NY 10462	92920xxxx7	aal@a*******.com	4.9	354			948	86	1100
Earn Into Wealth	1460 Broadway, New York, NY 10036	16464xxxxx0	ade**@e***********.com	5	4	5	10
Edward Jones - Financial Advisor: Tony Shaw	21 W 120th St Apt 8, New York, NY 10027	21253xxxx1	a.j*******@e********.com					110274		110000
Chase Bank	260 Columbus Ave New York, NY 10023	21276xxxx0	acc********@c**.com			2.4	10	946438	7237	37
D. Scott Hallman - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx0	abc*****@u.com
Presti & Naegele	225 W 35th St Fl 5 New York, NY 10001	21273xxxx5	a.f****@p**.com	4.8	23	4.9	10
Vanessa Norton	251-73 Jericho Trpk Ste 201 Bellerose, NY 11426	63140xxxx4	a.-*****************@p******.com					152503	4075	169000
Razzetti Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx0	abc*****@u.com
Nunez Wealth Management Inc	4162 White Plains Rd, Bronx, NY 10466	92928xxxx1	mig*******@n********.com	5	8
Opifex Advisors - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21282xxxx5	abc*@u.com
Wealthspring Financial Services	560 W 218th St Apt 4C, New York, NY 10034	91786xxxx5	ed4***************************@s***.wixpress	4.7	10					51
Marcum LLP	750 3rd Ave, New York, NY 10017	21298xxxx0	abd**********@m******.com					3431		3400
Michael Giacone - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21262xxxx5	abc*****@u.com
Michael S. Casey - Associate Financial Advisor, Ameriprise Financial Services	111 Great Neck Rd Ste 213, Great Neck, NY 11021	51638xxxx0	dns***@a*.com
Altfest	445 Park Ave Fl 6 New York, NY 10022	21240xxxx0	aal***@a****.com	5	3	3.5	8
First Class Help	2823 Third Ave Store 1C, Bronx, NY 10455	92920xxxx9		5	1
Bank of America Financial Center	700 Allerton Ave, Bronx, NY 10467	71873xxxx0	cho*********@b**********.com	1.9	97
Marcus Hilton CPA	4226 White Plains Rd, Bronx, NY 10466	71855xxxx0	inf@m*************.com	4.6	17
Mark E Feinsot, CPA	57 W 57th St Ste 400 New York, NY 10019	21263xxxx8	mar@m************.com			5	1	152		164
Chris Wilkens - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx2	rbc*******@r.com					16237		16000
Rockefeller Asset Management	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx0	abc*@r***.com
Edward Moldaver	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx0	abc**@r***.com
The Leone-Heck Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx5	abc*****@u.com
Santander Bank	2275 Broadway, New York, NY 10024	87776xxxx5	aar@s**********.com	3.5	6			122308	1197	122000
Daniel Bermiss - TIAA Wealth Management Advisor	730 3rd Ave 6th Fl, New York, NY 10017	80084xxxx3	acc****************@t*.org					90900	541	91000
Brooklyn FI	33 Nassau Ave, Brooklyn, NY 11222		aj@b*********.com			5	3
The Law Offices of Ivan M. Diamond	888 Grand Concourse Suite #1L, Bronx, NY 10451	71858xxxx0	and@d*************.com	4.8	106					54
Benjamin Myers - TIAA Wealth Management Advisor	730 3rd Ave 6th Fl, New York, NY 10017	80084xxxx3	acc****************@t*.org	5	1			90487	537	91000
David Polevoy, CFP	200 Park Ave Fl 17 New York, NY 10166	21272xxxx4	inf@f*****.com		4					3
C M Consulting	New York, NY 10003	64686xxxx8	cla*@c***********.com			5	3
New York Tax & Accounting - Alice Chen CPA	40-42 Main St 2F Flushing, NY 11354	71846xxxx9	acc@a**********.com			3.1	7
Ian Franzoni - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	21275xxxx3	dns***@a*.com
Santander Bank	188 Cedar Ln, Teaneck, NJ 07666	87776xxxx5						122911	1160	123000
The Doylestown Private Wealth Group - Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	26789xxxx0	ada*****@a*.com					343	8	345
Edward Jones - Financial Advisor: Kaeleigh Gulley	808 Columbus Ave, New York, NY 10025	47832xxxx4
Wealthspire Advisors	521 5th Ave 15th Floor, New York, NY 10175	80099xxxx6	abb****@w********.com	5	42			176		176
Santander Bank	45 E 53rd St, New York, NY 10022	64674xxxx0	aa-***********@s******.com					7975		7900
Joy the Bookkeeper	285 Greengrove Ave Uniondale, NY 11553	80539xxxx2	inf@j**************.com	5	7	5	1	1627		3200
AATC - Accounting, Advisory, Tax & Consulting Services	3640 White Plains Rd, Bronx, NY 10467	34754xxxx6	aal***@a*********.com	3.7	6
Heron Wealth	521 5th Ave Fl 15 New York, NY 10175	34758xxxx0	chr@h********.com			1	1	125		161
Zoe Financial	New York, NY 10018	64684xxxx6	adv*********@z***.com	4.7	30			1413		1500
Manhattan Wealth Management Group	370 Lexington Ave Ste 1512 New York, NY 10017	12128xxxxx1	aug@m************.com	5	2	5	1	453	6	457
Legacy Wealth Partners - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21288xxxx4	ann***********@u.com
W. Scully, CPA, P.C.	108-14 72nd Ave Fl 2 Queens, NY 11375	84433xxxx0	inf@w********.com					378		404
The Betesh Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx5	abc*****@u.com
Stockbridge Capital Group	10 E 53rd St, New York, NY 10022	64625xxxx0	abb@p**********.com
The Saunders Investment Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx9	abc*****@u.com
CGF Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx6	abc*****@u.com
Kredit Koncepts Financial LLC	1175 Castle Hill Ave, Bronx, NY 10462	80098xxxx7	aca**@k***********.com	4.4	40			12162	83	11000
Chestnut Financial LLC	5601 Riverdale Ave Ste 1B Bronx, NY 10471	71860xxxx0				5	1
Charles Schwab	10709 70th Rd, Forest Hills, NY 11375	71826xxxx8	aar******@s***.com
Arcadia Insurance Agency	2069 Fletcher Ave Fort Lee, NJ 07024	87762xxxx4
Margaret Carey - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx2	acc*************@u.com
Zelin and Associates CPA	555 8th Ave Ste 1203 New York, NY 10018	64667xxxx6	inf@*w.zelincpa	5	3	4.8	16
Frost	45 E 89th St, New York, NY 10128	21272xxxx6	aai*@y********.com
Matthew Santini - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx3	abc*@u.com
Bosphorus Wealth Management Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx2	acc*************@u.com
The Vollmer Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx1
Rockefeller Global Family Office	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx0	abc**@r***.com
Meenan Yedid Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx0	abc*@u.com
S K Management Consultants Inc	1010 Northern Blvd, Great Neck, NY 11021	51648xxxx9		5	7
Liberty Tax	1042 Westchester Ave, Bronx, NY 10459	71831xxxx2	aar*@l*******.com	4.3	80			104917	14505	105000
Santander Bank	8901 Northern Blvd, Jackson Heights, NY 11372	71844xxxx6	aar@s**********.com	2.9	27			123644	1163	123000
The Bernice Mariscal Agency ( The BM Agency)	607 Nereid Ave, Bronx, NY 10470	71890xxxx7	adm@t********.org	4.8	17					5
Julian Williams	1995 Broadway, New York, NY 10023	64638xxxx8	abc******@t.com					862030	7881	862000
ATAX - Westchester Square, Bronx, NY	ATAX, 1442 Williamsbridge Rd, Bronx, NY 10461	34790xxxx0	a-t@a*.com	5	373
Santander Bank	300 Broad Ave, Palisades Park, NJ 07650	20194xxxx0	aar@s**********.com	3.8	39			122628	1161	122000
Joseph Sinchi	186 E 86th St, New York, NY 10028	21249xxxx4	abc*****@c*********.com					180616		183000
Creative Financial Planning, Inc.	101 S Broadway, Nyack, NY 10960	84563xxxx0	a@c***************.net	5	3
A. K. Azad, CPA, PLLC	1229 Virginia Ave, Bronx, NY 10472	91756xxxx1		4.9	35
John Pierce - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx3	wms********@r.com					13885		15000
Madison Park Partners - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx7	abc*****@u.com
David Zhang, CPA	5 Penn Plaza Ste 23Fl New York, NY 10001	21296xxxx4	inf@e*********.com	3.9	11	5	1
Rubin Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx5	abc*****@u.com
MYRA Wealth	201 Montgomery St Fl 2 Jersey City, NJ 07302	80538xxxx2	hel@m*******.com			5	2
Jerrold Bertner - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx4	abc*****@u.com
LPL Financial, Peter Sclavo CERTIFIED FINANCIAL PLANNER , CHARTERED LIFE UNDERWRITER , ENROLLED AGENT.	266 White Plains Rd Suite A-2, Eastchester, NY 10709	71868xxxx5		5	2
Santander Bank	2356 Bell Blvd, Bayside, NY 11360	71863xxxx0	pet******@s*****************.com	2.9	20			122391	1190	122000
David Gronsbell & Co. CPAs, PC	117 E 38th St, New York, NY 10016	21268xxxx9	ala@d************.com
Jackson Hewitt Tax Service	774-776 Allerton Ave, Bronx, NY 10467	87758xxxx0	inf@o****.jacksonhewitt	4.6	59			262308	9820	260000
Kathy Wong - Wilmington Advisors @ M&T	384 Plandome Rd, Manhasset, NY 11030	63141xxxx4	abc*****@m.com					97728	2655	97000
Founders Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21282xxxx4	ant********@u.com
Alex Finance	Atlanta, GA 30324	64699xxxx8	ale*************@c***********.com			5	3
Gino L. Pace	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx7	a@r*****.com
Affiliated Advisors, Inc.	310 Riverside Drive, Suite 1420, New York, NY 10025	21269xxxx8	ana@a*****************.com	5	1					14
Huvane Wealth Management Group - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx4	abc*****@u.com	5	1
Bank of America Financial Center	329-A E 149th St, Bronx, NY 10451	71866xxxx1	alc*********@b**********.com	2.9	131	1.6	14
Santander Bank	1396 2nd Ave, New York, NY 10021	87776xxxx5	aug*******@s*****************.com	1	1			123232	1159	123000
Peter Sanoulis - Financial Advisor, Ameriprise Financial Services	111 Great Neck Rd Ste 213, Great Neck, NY 11021	51638xxxx0	dns***@a*.com
Payne Capital Management	231 W 29th St, New York, NY 10001	64646xxxx0	aar*******@p****.com	4.4	7			5754		5700
Gregory Manto - Private Wealth Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	21275xxxx2	ale*********@a*.com	3	2
Steward Partners	140 E 45th St 36th Fl, New York, NY 10017	21236xxxx4	aar*********@s************.com					11835	19	11000
Pogogeff & Company, CPA’s	2050 Center Ave Ste 440 Fort Lee, NJ 07024	20159xxxx6	adm@p*****.com			4	4
Bank of America Financial Center	1620 Westchester Ave Bronx, NY 10472	71888xxxx1	ban********@e**.bankofamerica	2.6	100	1.7	6
Rienas & Brown Wealth Management - Ameriprise Financial Services	832 McLean Ave The Barrister Bldg, Yonkers, NY 10704	91423xxxx0	ann*******@a*.com					291	7	292
Crystal Brook Advisors	12 W 72nd St Apt 10g, New York, NY 10023	21257xxxx3
Charles Schwab	300 Park Ave, New York, NY 10022	21264xxxx5						655023	262	655000
Ellis Wealth Management Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	92979xxxx8	tod*****@r.com
Sapient CPA	1 Bridge Plz N Ste 675 Fort Lee, NJ 07024	12014xxxxx1	inf@s********.com			5	3
Ameriprise Financial	4130 75th St Ste 3, Elmhurst, NY 11373	71845xxxx8	ame***************@e.ameriprise					132021		133000
Andrew Cohen - Financial Advisor, Ameriprise Financial Services	1345 Avenue Of The Americas 2nd Fl, New York, NY 10105	21255xxxx7	and*******@a*.com
Merrill Lynch Financial Advisor James Hickey	75 Rockefeller Plz, New York, NY 10019	21241xxxx4	aar********@s***.com
Traphgen Financial Group	234 Kinderkamack Rd, Oradell, NJ 07649	20126xxxx0	aal**@t***.com	4.4	13	5	2
Anthony O'Callaghan - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21282xxxx6	abc*****@u.com
Allstate Personal Financial Representative: Hermann Trocha	5637 Mosholu Ave, Bronx, NY 10471	91745xxxx5	a**00@a*****.com
Santander Bank	8320 Roosevelt Ave, Jackson Heights, NY 11372	71845xxxx0	aar@s**********.com	2.7	36			123644	1163	123000
J2 Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx0	abc*****@u.com
Sean Sampson, CFP - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx0	abc*****@u.com
Law Offices of Joseph A. Romano, P.C.	1776 Eastchester Rd Suite 125, Bronx, NY 10461	85596xxxx5	ant**@m****.com	4.4	359			800	80	851
Cynthia Abbott - PFS Investments	85 Broad St Fl 16 New York, NY 10004	97342xxxx2	a.-*****************@p******.com					153053	4112	170000
C&L Multiservices	160 E 170th St, Bronx, Ny 10452	71858xxxx3		3.3	7
Addessi Mahoney Wealth Management - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21264xxxx9	abc*****@u.com
Kristin Ashman - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx2	deg********@r.com
Norris Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx9	abc*****@u.com
Susan Shah	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx0	abc**@r***.com
Gary Spector - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	95452xxxx3	abc*****@u.com
Santander Bank	540 Amsterdam Ave, New York, NY 10024	87776xxxx5	ale**********@s*****************.com	5	1			122351	1194	122000
Wealth Strategies For Life	New York, NY 10017	64654xxxx6	gar@w*****.com			1	1
LizMar Tax & Financial Services	736 Allerton Ave, Bronx, NY 10467	34722xxxx0	amk****@g**.com	5	3
Ryan Lederman - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx3	abc*****@u.com
ZAKIR CPA, PLLC	2152B Westchester Ave, Bronx, NY 10462	92920xxxx6	inf@z******.com	4.9	77			117869	9	117000
Corporate Risk Solutions	360 Lexington Ave Ste 1802 New York, NY 10017	21268xxxx1	adr**@c*******.com			5	1			101
Michael S. Kanouse, CFP - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx2	abc*****@u.com
John W. Claghorn III	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx0	a@r*****.com
Charles Schwab	1211 Avenue Of The Americas Frnt D, New York, NY 10036	80043xxxx0	aar******@s***.com					655023	262	655000
Arthur Pensato - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0
Edward Jones - Financial Advisor: David B Lilienthal, ABFP®\|AAMS®\|ADPA®\|CRPC™\|CRPS™	21333 39th Ave, Bayside, NY 11361	71835xxxx1	a.j*******@e********.com	5	6			110272		110000
Empire Tax Solutions	18 West 1st St, Mount Vernon, NY 10550	92948xxxx0	inf@e****************.net	3	2
Equity Plan Advisory Services, New York, NY - UBS Financial Services Inc.	1285 Ave Of The Americas 15th 16th 17th & 18th Floors, New York, NY 10019	80022xxxx1	etr*@u.com
Jason Larner - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0	rbc*******@r.com					16374		16000
Patrick Meringolo - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	64629xxxx1	dns***@a*.com
John MacDonald - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx8	wms********@r.com	5	2			13881		15000
Daniel Nava - TD Wealth Financial Advisor	640 E Fordham Rd, Bronx, NY 10458	34734xxxx1	abc******@t.com
Usman Malik \| Financial Advisor	875 3rd Ave FL 23, New York, NY 10022	21239xxxx1	abb******@n.com	5	14					106
Danishefsky Family Wealth Management - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx1	abc*****@u.com
Mallett CPA	4362 Matilda Ave Bronx, NY 10466	71832xxxx2		5	3
Santander Bank	14937 14th Ave, Whitestone, NY 11357	71864xxxx0	aar@s**********.com	2.3	23			122391	1190	122000
Merrill Lynch Wealth Management	717 5th Ave, New York, NY 10022	21241xxxx5	aar********@s***.com
299 Park Avenue Branch Office - UBS Financial Services Inc.	299 Park Avenue 8th 9th And 11th Floors, New York, NY 10171	80054xxxx2	abc*@u.com	5	1
Peter Timmins - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx5	abc*****@u.com
Daniel Starr - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx4	dan****@r.com							36
Alexandria Capital	500 7th Ave Fl 8 New York, NY 10018	21267xxxx0	aho@a**************.com							210
Phillip Robles - M&T Bank	277 Park Ave, New York, NY 10172	91740xxxx6	abc*****@m.com					94876	2611	97000
Bank of America Financial Center	65 Metropolitan Oval, Bronx, NY 10462	71882xxxx1	cho*********@b**********.com	2.1	136
Charles A Kerner, CPA	333 West 56th St Ste 1-B New York, NY 10019	21267xxxx0	ker*@k******.com	4.5	8	5	8
Julius Rivera Law Office	957 Morris Park Ave, Bronx, NY 10462	71882xxxx8		4.1	24
Morgan Stanley	424 E 52nd St, New York, NY 10022	91732xxxx9	aal*****@m**********.com					136569	3152	136000
Schori & Associates - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx0	ade*******@u.com
Ahad&Co CPA	2153 Westchester Ave Ste 200 Bronx, NY 10462	92937xxxx5	aal@a*******.com	4.9	351	4.8	17
Bradley Holmes	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx1	a@r*****.com
Curtis Pope, CFP \| Certified Financial Planner \| Financial Advisor	450 Lexington Ave 4th fl, New York, NY 10017	64664xxxx7	ace**@f*************.com	4.9	84
Zakrocki Wladyka Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx8	abc*****@u.com
Wittenstein Adelman Lewis Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx9	abc*****@u.com
Scott Edwards - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx8	joh******@c.rbcwealthmanagement					16286		16000
Sandler Capital	711 5th Ave Fl 15, New York, NY 10022	21275xxxx0	amy@s*********.com
James Engel - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx1	abc*****@u.com
Finance Driven	90 Broad St ste 253, New York, NY 10004	86281xxxx4		4.6	11
Foundations Investment Group - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx4	acc*************@u.com
Fidelity	13 W 61st St New York, NY 10023	80027xxxx4	a61**@f*****.com	4	10	2	3	339956		365000
Taylor House - TD Wealth Financial Advisor	1995 Broadway, New York, NY 10023	64666xxxx2
Santander Bank	130 Malcolm X Blvd, New York, NY 10026	87776xxxx5		4	1			122391	1190	122000
Spencer Mann - Associate Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	64629xxxx5	dns***@a*.com
Metro Tax Group	112-41 Queens Blvd Ste 201 Forest Hills, NY 11375	71854xxxx0				4.3	12
Leslie Schwartz - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx9
Mensah Klu & Associates	1200 Waters Pl Suite 105, Bronx, NY 10461	86684xxxx1	cpa@m*************.com	5	1					183
Mike Starr - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0	dan****@r.com							36
Eva Tax Services	1510 Metropolitan Ave, Bronx, NY 10462	71882xxxx0	inf@e******.com	4.4	29
Paldino Company CPA	180 E Boston Post Rd, Mamaroneck, NY 10543	91425xxxx7	hel@c**************.com	5	69	4.7	12
Lexden Tax Services	4004 Bell Blvd, Bayside, NY 11361	71822xxxx5		3.7	3	1.5	2
Todd Ellis - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx1	tod*****@r.com					13869		15000
Gold Shield Tax	651 N Terrace Ave Ste 4D Mount Vernon, NY 10552	84566xxxx5	59e***********************************@w***************.com			3.7	3	143		163
Seranthony Felix - TD Wealth Financial Advisor	1995 Broadway, New York, NY 10023	21281xxxx4	abc******@t.com					862024	7881	862000
Latin American Business Office	571 W 173rd St, First floor, New York, NY 10032	21256xxxx0	rgu****@t***********.com	5	4
FamilyProtection.Me	118 W 112th St, New York, NY 10026	34726xxxx6	hos*****@s******.net
Ryan Ackerhalt - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	21275xxxx7	dns***@a*.com	1	1
Thomas Cavada, CFP - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx9	abc*@u.com
Spector-Macaluso-Hochstadt Wealth Management - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21271xxxx3	a.h******@u.com
Yi Hao - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	64629xxxx2	ale*********@a*.com
Johnson Wealth Management - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21230xxxx1	abc*****@u.com
The Nolan Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx3	rbc*******@r.com
Park Avenue Financial Advisors	1 Penn Plz Ste 2420 New York, NY 10119	21268xxxx0	eri@p********.com			5	1
Comprehensive Financial Partners	295 Madison Ave Ste 915 New York, NY 10017	21222xxxx0	inf@c*******************.com
Doonan Tax Services	2027 Williamsbridge Rd, Bronx, NY 10461	71882xxxx0	bel*******@d******.com	4.9	50			8		12
GMJ Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx7	rbc*******@r.com
Kohn Ladner McKelvey Rogovin - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21262xxxx9	abc*****@u.com
Ridgewood Savings Bank	1770 E Gun Hill Rd, Bronx, NY 10469	71867xxxx0	acc********@r**********.com	4.8	8
Beechler Hamlin Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10171	21233xxxx1	abc*****@u.com
Shane Mason, CPA CFP	33 Nassau Ave, Brooklyn, NY 11222					4.7	12
BlackBelt Wealth Advisory	518 Hampton Hill Rd Franklin Lakes, NJ 07417	20152xxxx0	jr@b**********************.com	4.3	6			1046		1000
AMI Multiservice	1574 Hone Ave, Bronx, NY 10461	34781xxxx7	ami*******@g**.com
Joseph Guarneri, CLU, ChFC, CFP - UBS Financial Services Inc.	1285 Ave Of The Americas 15th 16th 17th & 18th Floors, New York, NY 10019	21271xxxx6	chr****************@u.com
Edward Jones - Financial Advisor: Gregory Pilla	20 Cedar St Ste 105, New Rochelle, NY 10801	91421xxxx8	a.j*******@e********.com					110272		110000
Jordan Bastien - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21555xxxx3	rbc*******@r.com					16374		16000
Jeanmarie Kricher - Financial Advisor, Ameriprise Financial Services	745 5th Ave Ste 500, New York, NY 10151	64635xxxx7	dns***@a*.com
Lauren Rosenberg-Moffitt - Ameriprise Financial Services	98 Cuttermill Rd Ste 248S Great Neck, NY 11021	51657xxxx0	ama*********@a*.com			5	1
Edward Jones - Financial Advisor: Kaeleigh Gulley	808 Columbus Ave Ste 2-H New York, NY 10025	47832xxxx4	a.j*******@e********.com					89469		103000
Marley Bernard - Financial Advisor, Ameriprise Financial Services	767 3rd Ave 38th Fl, New York, NY 10017	21275xxxx7	dns***@a*.com
Austro Financial Services	1495 Westchester Ave, Bronx, NY 10472	91781xxxx5		4.2	5
Santander Bank	2228 Broadway, New York, NY 10024	21272xxxx0	abc*****@s**********.com	3.7	7			122284	1200	122000
Henry Berkley, CPM, CRPS - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21233xxxx0	abc*****@u.com
Financial Planner NY	35-37 36th St Floor 2, Astoria, NY 11106	86650xxxx6		5	1
Hallman Wealth Partners - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21282xxxx0	abc*****@u.com
Bayside Tax & Wealth	174 Main St Port Washington, NY 11050	51650xxxx8	cor@b****************.com	5	7	5	1
Daniel Hofmann - UBS Financial Services Inc.	1285 Avenue Of The Americas, New York, NY 10019	21288xxxx2	abc*****@u.com
Peter Maroney Jr. - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx6	abc*****@u.com
Andrew Tsiolas - Financial Advisor, Ameriprise Financial Services	19603 Northern Blvd, Flushing, NY 11358	71835xxxx7	and*********@a*.com
Hilltop Securities Inc.	485 Madison Ave Ste 1800, New York, NY 10022	21264xxxx0	aar************@h**************.com					321
Jairath Wealth Management - UBS Financial Services Inc.	299 Park Ave, New York, NY 10017	21230xxxx0	abc*****@u.com