Business List: Financial Planners in New York, 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	Bing	Bing Reviews
Andre Campbell - TD Wealth Financial Advisor	2 Wall St, New York, NY 10005	34792xxxx9	abc**@t.com					862030	7894	862000
My Financial Planner, LLC	594 Dean St, Brooklyn, NY 11238	91799xxxx5	aar*****************@p*******.com	5	1
Charles Schwab	11 W 54th St, New York, NY 10019	21258xxxx0	aar******@s***.com					265148	139
Kyle Henderson - Financial Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	21275xxxx6	iro************@a*.com	5	1			332	15	332
Samantha Cooper	45 Rockefeller Plz Fl 5, New York, NY 10111	33289xxxx4
Ameriprise Financial	1 World Trade Ctr Fl 78, New York, NY 10007	21273xxxx2
Morgan Stanley Wealth Management	2 Penn Plz, New York, NY 10121	21261xxxx0	aar*********@m*********************.com
Mariner	590 Madison Ave Fl 34, New York, NY 10022	21245xxxx2	a7e*******************************@i*************.org
Elizabeth Munson	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx0	abc**@r***.com
SF Wealth Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0	rbc*******@r.com					13885		15000
Prestiq Wealth Partners	36 East 12th Street, New York, NY 10003	91759xxxx2	792***********************************@w***************.com					83		83
DiPaola Financial Group	60 E 42nd St, New York, NY 10165	21268xxxx0	ade******@d*************.com
Goldmark Advisers Inc	825 3rd Ave, New York, NY 10022	21283xxxx4	wix***@r******.wix
MainStreet Financial Planning	1115 Broadway 12th floor, New York, NY 10010	88889xxxx3	nn@m*****************.com					477		477
MYRA Wealth	750 Lexington Ave 9th floor, New York, NY 10022	80538xxxx2	abu*@l**********.com	4.9	16
True Role Dynasty	244 5th Ave Suite N205, New York, NY 10001	34759xxxx5	con**@p***********.org							48
Parkview Financial	10 E 53rd St Suite 1401, New York, NY 10022	31099xxxx9	abe@p****************.com	5	1			223		223
Ameriprise Financial	1120 Avenue Of The Americas Fl 4, New York, NY 10036	21271xxxx9	ame****************@a*.com					133410		133000
Thomas Livaccari, CFP®, CRPC™	45 Rockefeller Plz, New York, NY 10111	21251xxxx3	a@r*****.com
Wells Fargo Advisors	1 Penn Plz, New York, NY 10119	91735xxxx0	abc*@w***************.com	2.3	3			185955		185000
Merrill Lynch Wealth Management	225 Liberty St, New York, NY 10281	21223xxxx5	aas**********@m.com					425		632
Ivy Tax and Accounting Services - NYC CPA and Tax Preparer	1350 6th Ave, New York, NY 10019	21227xxxx0	fir@h*********.com	5	46			58		58
Grand Central Financial Planning	1407 Broadway 26th floor, New York, NY 10018	21225xxxx9	ak@g*************.com
Wealth Advisory Group LLC	355 Lexington Ave, New York, NY 10017	21254xxxx0	a.-********@w***.com	5	1			322	22
Sandra Smith - Financial Advisor, Ameriprise Financial Services, LLC	530 5th Ave 10th floor, New York, NY 10036	91747xxxx2	dns***@a*.com
Greg Swenson	45 Rockefeller Plz Fl 5, New York, NY 10111	21251xxxx7	a@r*****.com
Midas Wealth - Private Client Group	One Battery Park Plaza, Battery Pl Flr 33, #3350, New York, NY 10004	91752xxxx0	ace**@f*************.com	5	50
Midtown Manhattan Financial Advisor	1290 6th Ave, New York, NY 10019	21353xxxx0
Wells Fargo Advisors	280 Park Ave, New York, NY 10017	21255xxxx4	abc*@w***************.com	5	1			185955		185000
David Pfeffermann - TD Wealth Relationship Manager	1 Vanderbilt Ave, New York, NY 10017	64643xxxx0	abc******@t.com					862030	7894	862000
Michael J Paolucci - Private Wealth Advisor, Ameriprise Financial Services	122 E 42nd St Rm 2215, New York, NY 10168	64696xxxx0	dns***@a*.com					292		292
Jim Karagounis - TD Wealth Relationship Manager	1 Vanderbilt Ave, New York, NY 10017	34722xxxx3	ale**@t.com	4	1			862030	7894	862000
Santander Bank	222 Broadway, New York, NY 10038	21278xxxx4	aug*******@s*****************.com	2.9	11			122433	1189	122000
Francis Financial, Inc.	39 Broadway, New York, NY 10006	21237xxxx8	ace**@f*************.com
lakewood advisors	654 Madison Ave, New York, NY 10065	21282xxxx0	egr**@l*************.com	5	1
Christopher Apgar	45 Rockefeller Plz Fl 5, New York, NY 10111	21251xxxx6	a@r*****.com
Ian Franzoni - Financial Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	21275xxxx3	ian*******@a*.com
Block Financial Resources	1123 Broadway, New York, NY 10010	21293xxxx7	ada@b**********.com	4.9	80					1800			5	63
Charles Schwab	200 E 65th St, New York, NY 10065	21245xxxx0	aar******@s***.com					655023	262	655000
Zakia Benzoubeier - Associate Manager, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21284xxxx4	ale*************@a*.com
Merrill Lynch Wealth Management	731 Lexington Ave, New York, NY 10022	64685xxxx3	aas**********@m.com
Beekman Financial Planning	200 Park Ave, New York, NY 10166	21272xxxx4
Wells Fargo Advisors	492 W 42nd St, New York, NY 10036	64688xxxx8
Clifton Fink	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx6	abc**@r***.com
Saul Wealth Advisors, Inc	200 Park Ave 32nd floor, New York, NY 10166	21245xxxx0	all@s****************.com
Wells Fargo Advisors	375 10th Ave, New York, NY 10001	86684xxxx6
North Shore Wealth Management Advisors, Inc.	1 World Trade Ctr 85th Fl, New York, NY 10007	21287xxxx0	jan@n********.com					133		133
Vincent F Parascandola - Financial Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	21275xxxx1	iro************@a*.com					332	15	332
Mercer Advisors - New York	767 3rd Ave 37th Fl, New York, NY 10017	88860xxxx3	aar******@m***********.com	5	1			4868	3	4800
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
OG Tax and Accounting Group	164 20th St Ste 2E Brooklyn, NY 11232	17187xxxxx7	inf@o*******.com	4.5	40	4.8	79
Merrill Lynch Financial Advisor Scott Caputo	1 Bryant Pk 5th Floor, New York, NY 10036	21233xxxx5	joh*******@m.com
Thomas Gonzalez - Private Wealth Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	21275xxxx6	iro************@a*.com	5	1					31
Dean Starr - Wilmington Advisors @ M&T	397 1st Ave, New York, NY 10010	34768xxxx2	abc*****@m.com					98005	2695	98000
The Aroety Group - Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21284xxxx5	ale*************@a*.com					235		235
Wells Fargo Advisors	866 3rd Ave, New York, NY 10022	91732xxxx0
Rick Pelrman - The Perlman Group: Private Wealth Management	2 Wall St, 10th Floor, New York, NY 10005	97337xxxx5
Union Square Capital Advisors LLC	575 5th Ave, New York, NY 10017
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
Gregory Manto - Private Wealth Advisor, Ameriprise Financial Services, LLC	777 3rd Ave 20th Floor, New York, NY 10017	21275xxxx2		3.7	3
Alexander Moy - Registered Practice Associate, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx4	ale********@a*.com
Ameriprise Financial	200 Park Ave Fl 17, New York, NY 10166	64635xxxx7
Merrill Lynch Wealth Management	225 Varick St, New York, NY 10014	67847xxxx2	aas**********@m.com
Wells Fargo Advisors	535 Fashion Ave, New York, NY 10018	21276xxxx0
VIOS Advisors	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx8	abc**@r***.com
Sarrah Samraoui - Financial Advisor, Ameriprise Financial Services	122 E 42nd St Rm 2215, New York, NY 10168	64637xxxx4	chr********@a*.com
Evelyn Garcia	305 Madison Ave Ste 1166, New York, NY 10165	64639xxxx1
Oryx Legacy Partners	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx0
Charles Schwab	1 Madison Ave, New York, NY 10010	21221xxxx3	aar******@s***.com					645737	219	656000
Wells Fargo Advisors	169 7th Ave, New York, NY 10011	64649xxxx7		5	1
Whitehall & Company	1 World Trade Center 84th Floor, New York, NY 10007	21220xxxx0	b.b**@w****************.com	5	1
Openmind Money LLC	225 W 34th St Ste 953, New York, NY 10122	21260xxxx4	con**@o**********.com					3		3
Anthony David Marks - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91435xxxx5	ant********@a*.com
Yi Hao - Financial Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	64629xxxx2	ale*********@a*.com
Gerald Di Chiara - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21284xxxx5	dav*********@a*.com					334		334
Kevin Quinn - Associate Manager ACD, Ameriprise Financial Services, LLC	530 5th Ave 10th floor, New York, NY 10036	21275xxxx1		5	1
Shane Hall - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx1	ale********@a*.com
Mitchell S Rock - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21284xxxx7	dns***@a*.com
Lumiere Financial	675 3rd Ave #920, New York, NY 10017	21251xxxx0	giv*@l******.com	5	17			7		7
Joseph Candela - Private Wealth Advisor, Ameriprise Financial Services	122 E 42nd St Rm 2215, New York, NY 10168	64637xxxx0	dns***@a*.com
James P Lombardo - Private Wealth Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21284xxxx1	dns***@a*.com
Boerum Hill Financial Advisors, LLC	236 Livingston St #15g, Brooklyn, NY 11201	51669xxxx0	ak@g*************.com	5	1
Irina Kokini - TD Wealth Relationship Manager	1 Vanderbilt Ave, New York, NY 10017	64663xxxx6	abc******@t.com					862030	7894	862000
Wealth Advisory Group	355 Lexington Ave 9th Fl, New York, NY 10017	21254xxxx0	dom*******@g*.com
Sixth Avenue Advisors	1285 6th Ave, New York, NY 10019	21271xxxx5	alc************@u.com
Pierce MacDonald Investment Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx3	wms********@r.com					13904		15000
Ameriprise Financial	110 E 42nd St Rm 1712, New York, NY 10017	21268xxxx7	ame****************@a*.com					133410		133000
Citizens	2 Flatbush Ave Ste A, Brooklyn, NY 11217	71852xxxx5	cfg***************@c*********.com
Daniel Marchon	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx1	abc**@r***.com
Wells Fargo Advisors	535 Madison Ave, New York, NY 10022	21275xxxx0	a-w*************@w***************.com	5	1			185538		185000
Siden Fink Wealth Partners	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx0	abu*@r***.com
Marcy Rose - Private Wealth Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21284xxxx8	ale*************@a*.com
Georgina Lahoud	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx2	abc**@r***.com
Gregory Manto - Private Wealth Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	21275xxxx2	ale*********@a*.com	3	2			332	15	332
Schuyler Perry	45 Rockefeller Plz 5th Fl, New York, NY 10111	33226xxxx3	dbr****@r***.com
Timothy Deygoo	45 Rockefeller Plz 5th Fl, New York, NY 10111	33226xxxx4	dbr****@r***.com
Tag Associates	810 7th Ave, New York, NY 10019	21227xxxx0	dba***@t*****.com
Altfest Personal Wealth Management	445 Park Ave 6th floor, New York, NY 10022	21240xxxx0	aal***@a****.com	5	4
Bakshi, Jagdip, AGT	122 E 42nd St, New York, NY 10168	64696xxxx5	ame****************@a*.com					5		5
Capital Financial Advisors of New York	10 Maxwell Dr #104b, Clifton Park, NY 12065	51828xxxx0	coo*******@c**.com	5	1
Stewardship Financial Planning, Inc	90 N Broadway Suite 218, Irvington, NY 10533	91438xxxx1	e70***********************************@w***************.com	5	2
Michael Anderson	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx3	a@r*****.com
Bobby Bakshi - Financial Advisor, Ameriprise Financial Services	122 E 42nd St Rm 2215, New York, NY 10168	64696xxxx5	bob*********@a*.com					5		5
Christopher Squassi of Janney Montgomery Scott	1166 Avenue Of The Americas 21st Fl, New York, NY 10036	21251xxxx2	aal****@j***.com					2084		2000
James E Law-Ameriprise Financial	111 Broadway, New York, NY 10006	21223xxxx4	dns***@a*.com
Wilmington Trust	277 Park Ave, New York, NY 10017	21241xxxx0	aam**@w************.com					98006	2695	98000
Edward Jones - Financial Advisor: Kamar Plunkett, CEPA®	825 3rd Ave Ste 2500, New York, NY 10022	91488xxxx1	a.j*******@e********.com					110373		110000
N Ss Financial Services	36 W 44th St, New York, NY 10036	21294xxxx0
Power Forward Group	30 Vesey St Flr 9, New York, NY 10007	64664xxxx0	bob@p**************.com
Financial Planning & Analysis Network Solutions	85 Broad St 16th floor, New York, NY 10004	91772xxxx2
Sard Verbinnen & Co	630 3rd Ave Fl 9, New York, NY 10017	21268xxxx0	aco@s*****.com
Klodoaldo Nushi - TD Wealth Financial Advisor	1120 Avenue Of The Americas, New York, NY 10036	64693xxxx7	abc******@t.com					862030	7894	862000
Ameriprise Financial	265 E 66th St, New York, NY 10065	31040xxxx0	ame****************@a*.com					133409		133000
Cristiano Wealth Management & Plan Consulting Group - UBS Financial Services Inc.	1251 Avenue of the Americas, 2nd Floor, New York, NY 10020	21262xxxx6	abc*@u.com
South Pointe Advisors			c.w*****@s****************.com	5	4			974		974
Santander Bank	437 Madison Ave, New York, NY 10022	87776xxxx5	ale**********@s*****************.com	4.3	15			122284	1200	122000
The LSS Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx7
Merrill Lynch Wealth Management	1251 Avenue Of The Americas Fl 24, New York, NY 10020	21238xxxx0	aai*@y********.com
Sapphire Wealth Advisory Group	2 Park Ave #300, New York, NY 10016	64643xxxx5	aaa*********@s*******************.com
Cragin, Ed, AGT	530 5th Ave, New York, NY 10036	21275xxxx7	ame****************@a*.com					132021		133000
Absolute Financial Management Inc	280 Madison Ave #0801, New York, NY 10016	21268xxxx0		5	1
Santander Bank	841 Broadway, New York, NY 10003	21237xxxx3	aar@s**********.com	3.3	29			122284	1200	122000
The Degenaars Babb Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0	deg********@r.com
Michael Cooper - Private Wealth Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx9	ama***********@a*.com					75		75
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
Principal Financial Group	1155 Avenue Of The Americas Ste 1120, New York, NY 10036	21276xxxx0	a.m@p******.com	3.4	5			69691	343	69000
Brownstone Asset Management LP	300 Park Avenue 21st Floor, New York, NY 10022	21266xxxx5	abe***@g*******.com
Kristen S. Han, CPA, CFP	350 E 76th St, New York, NY 10021	63172xxxx8	con**@m*.nyc	5	20
Shaun Van Vliet	45 Rockefeller Plz 5th Fl, New York, NY 10111	33226xxxx1	dbr****@r***.com
Ameriprise Financial	30 Wall St Fl 8, New York, NY 10005	64645xxxx2	ame****************@a*.com					133422		133000
Rossana Ionescu - TD Wealth Relationship Manager	1 Vanderbilt Ave, New York, NY 10017	34760xxxx5	abc******@t.com					862030	7894	862000
Charles Schwab	2308 Broadway, New York, NY 10024	21236xxxx0	aar******@s***.com	4.6	5			654972	265	654000
Ameriprise Financial	285 Fulton St, New York, NY 10007	21273xxxx2
Momentum Advisors	1120 6th Ave Suite 4179, New York, NY 10036	91772xxxx2	all@m**************.com	5	3
Ameriprise Financial	110 Wall St Fl 11, New York, NY 10005	64645xxxx2	ame****************@a*.com					133422		133000
Kristen Perkins TIAA Wealth Management Advisor	730 3rd Ave 6th Fl, New York, NY 10017	21291xxxx9	acc****************@t*.org					90686	556	90000
Hudson Financial Group	11 East Broadway 8d, New York, NY 10038	91446xxxx0	ale************************************************@g*********.com
Park Avenue Securities	7 Hanover Sq, New York, NY 10004	88860xxxx7	ale************************************************@g*********.com
Kinetix Wealth Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx5	kin*************@r.com					126		126
Harness Wealth	205 Hudson St floor 7, New York, NY 10013	64658xxxx7	akw*@h**********.com	4.4	13
Prince Financial Advisory, LLC	251 E 32nd St, New York, NY 10016	21228xxxx2	bi@l****.com							15
Jose Pichardo - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx5	dns***@a*.com					54		54
Sam Gurvitch	415 Madison Ave, New York, NY 10017	21258xxxx2	6d3***********************************@w***************.com
Ryan Ackerhalt - Financial Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	21275xxxx7	nic************@a*.com	1	1
Ritu Makin	80 8th Ave, New York, NY 10011	21245xxxx5	cfg***************@c*********.com
Ameriprise Financial	18 W 33rd St Fl 5, New York, NY 10001	21269xxxx0	enq****@l********.com
andrew chrisomalis new york	1290 6th Ave, New York, NY 10104	21254xxxx1		5	1
Flores Wealth Planning, LLC	800 3rd Ave Suite 2800, New York, NY 10022	91774xxxx8	afl**@f********************.com
Cortburg Retirement Advisors	10 Times Sq 5th Floor, New York, NY 10018	21277xxxx4	mig*@c***************.com	5	16			1011	10	1000
Aloqua Enterprises Inc	42 West Street, Brooklyn, New York, NY 11222	64659xxxx4
Guest List Planner NYC	49 W 11th St, New York, NY 10011	91726xxxx8
Ameriprise Financial	14 Penn Plz Ste 1800, New York, NY 10122	86698xxxx0	ame****************@a*.com					133419		133000
Robert Reuben - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21284xxxx0	ale*************@a*.com	5	1
Ameriprise Financial	120 W 45th St Ste 1410, New York, NY 10036	21297xxxx1
Merrill Lynch Wealth Management	225 Liberty St 38th Fl, New York, NY 10281	80033xxxx4	ann*******@m.com
Ameriprise Financial	1230 Avenue Of The Americas, New York, NY 10020	21274xxxx0	ame***************@e.ameriprise					133410		133000
Angela Mwanza	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx5	a@r*****.com
Wells Fargo Advisors	104 E 14th St, New York, NY 10003	21241xxxx7
Leah Hokenson, J.D., Robertson Stephens Wealth Management	810 7th Ave Ste 615, New York, NY 10019	91776xxxx2	abl@r******.com					1022	8	1000
David Farber	45 Rockefeller Plz 5th Fl, New York, NY 10111	33226xxxx2	dbr****@r***.com
First Legacy Advisors	1285 6th Ave, New York, NY 10019	21271xxxx6	alc************@u.com
Charles Schwab	44 Wall St, New York, NY 10005	21223xxxx9	chr************@s***.com	2.4	17			655097	262	655000
Ryan Epperson Wealth Partners	45 Rockefeller Plz Fl 5, New York, NY 10111	40444xxxx0	dbr****@r***.com
Value Investment Professionals	125 Park Ave 25th Fl, New York, NY 10017	64638xxxx7		5	5
Empire Wealth Strategies	2 Park Ave #300, New York, NY 10016	21269xxxx5		5	1
Advanced Financial Solutions Inc.	40 Wall St 28th floor, New York, NY 10005	87781xxxx6	inf@e***********.com	1	1			128		129
Goldman Sachs Headquarters	200 West St, New York, NY 10282	21290xxxx0	aar*********@g*********.com
Client Focused Advisors	122 E 42nd St Rm 1903, New York, NY 10168	21257xxxx4	and*@c******************.com	5	1
Stern Value Management	75 Broad Street, 29th floor, new york, NY 10004	21226xxxx0	adm@s*****************.com
Ensemble Financial Inc	1140 6th Ave 10th Floor, New York, NY 10036	21248xxxx0		4.5	2
Fidelity Investments	165 Broadway, New York, NY 10006	80034xxxx0	a61**@f*****.com	3.3	21			371991		371000
Taurus Financial Services		88898xxxx2	inf@t***********************.com	4.8	13
Kevin Kautzmann, CFP	80 5th Ave Rm 1403, New York, NY 10011	21226xxxx5	ami*******@e**********.com	5	1					7
WealthBridge Financial Group	675 3rd Ave #900, New York, NY 10017	20298xxxx0	aal*****@m**********.com	5	21			16
Jake Claghorn	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx1	a@r*****.com
Wharton Wealth Planning	3 Columbus Cir Floor 15, New York, NY 10019	64645xxxx1	ace**@f*************.com	4.9	12
Tristan Cort - TD Wealth Financial Advisors	2521 Broadway, New York, NY 10025	64630xxxx0	abc******@t.com					860699	7881	860000
Emily Kramer Rubin, CFP®, CEPA®, CRPC™, CIMA®	45 Rockefeller Plz, New York, NY 10111	21251xxxx2	a@r*****.com
Sarsi, LLC	420 Lexington Ave #300, New York, NY 10170	21263xxxx4	ace**@f*************.com	4.9	24					211
Advanced Capital Strategies	501 5th Ave Rm 1608, New York, NY 10017	21293xxxx8	car**@t******.com
Michael Dmytryshyn - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx6	ale*************@a*.com
David Daly - Financial Advisor, Ameriprise Financial Services, LLC	30 Wall St, New York, NY 10005	21270xxxx7	dav*******@a*.com
Michael Siden	45 Rockefeller Plz 5th Fl, New York, NY 10111	56161xxxx2	abc**@r***.com
Ralph Fatigate - Financial Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	21275xxxx5	iro************@a*.com					332	15	332
Ameriprise Financial	405 Park Ave Ste 1402, New York, NY 10022	21275xxxx7	ame***************@e.ameriprise					133410		133000
Premier Wealth Advisors, LLC	1411 Broadway 16th Floor, New York, NY 10018	21275xxxx3	and*@y**************.com
BlueMountain Capital Management	280 Park Avenue, 12th Floor, New York, NY 10017	21290xxxx0	afe*****@b****************.com
Francis Financial, Inc.	39 Broadway Suite 1730, New York, NY 10006	21237xxxx8	aal*****@m**********.com	5.037	37			925
Ameriprise Financial	120 E 41st St Rm 1802, New York, NY 10017	21269xxxx7	ame****************@a*.com					132022		133000
Fidelity Investments	320 Park Ave, New York, NY 10022	80066xxxx8	a61**@f*****.com					372125		372000
Edward Jones - Financial Advisor: Kyle W Tietjen	401 Broadway, New York, NY 10013	33224xxxx3	a.j*******@e********.com					110373		110000
TIAA Financial Services	730 3rd Ave 6th Fl, New York, NY 10017	80084xxxx3	acc****************@t*.org					90649	562	90000
Milton Kinley - Financial Advisor, Ameriprise Financial Services - Closed	777 3rd Ave 20th Fl, New York, NY 10017	64629xxxx0
Atlas Financial Partners LLC	25 Central Prk W #7P, New York, NY 10023	51683xxxx4	ant**********@a*******************.com	3	2
Murphy, Evan, AGT	530 5th Ave, New York, NY 10036	21268xxxx0	ame****************@a*.com					132694		134000
Lawrence Delorenzo	582-586 9th Ave, New York, NY 10036	91426xxxx2	abc******@t.com					862030	7894	862000
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
Brooks Johnson	1155 Avenue of the Americas, New York, NY 10036	21278xxxx0
Gradient Financial Group/Advisors - Seniors - Highest Retirement Income, Alt 32% IRR investments, Tax/Wealth Foundations	79 White St #1W, New York, NY 10013	91742xxxx2	cwr**@a****************.com
Edward Jones - Financial Advisor: Kyle W Tietjen	401 Broadway Suite 204, New York, NY 10013	33224xxxx3	a.j*******@e********.com	5	1			112120		112000
Alexander Newman TIAA Wealth Management Advisor	730 3rd Ave 6th Fl, New York, NY 10017	21291xxxx0	acc****************@t*.org					90686	556	90000
Magnus Financial Group LLC	90 Park Ave 18th Floor, New York, NY 10016	80033xxxx7	ala**********@m************.com	5	1			56	2	56
First Manhattan Co	399 Park Ave, New York, NY 10022	21275xxxx0	aas*@f***********.com
Hannah Kotler - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21284xxxx1	han********@a*.com
Charles Schwab	430 Park Ave, New York, NY 10022	21229xxxx8	aar******@s***.com
Strategies for Wealth	437 Madison Ave 29th Fl, New York, NY 10022	21270xxxx0	a@s******************.com	3.2	11			462	34	493
Chelsea Highline Financial Advisors - Ameriprise Financial Services	455 W 23rd St Apt 1F, New York, NY 10011	21262xxxx2	dav**********@a*.com	5	1
St. George Financial Partners	90 Park Ave, New York, NY 10016	21253xxxx1	inf@s*****************.com	5	1
Gotham Financial Services	244 5th Ave #2665, New York, NY 10001	21234xxxx0	fin*****@g************.com	5	1
George Lukovenko - Private Wealth Advisor, Ameriprise Financial Services	1430 Broadway Rm 305, New York, NY 10018	64629xxxx0	dmi*************@a*.com
Mariner	1500 Broadway 28th Floor, New York, NY 10036	21286xxxx0	aar******@m******************.com	5	1
NYB CPA P.C	450 7th Ave, New York, NY 10123	64680xxxx4	inf@n****.com	4.9	91			251		251
Rex Coons - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21284xxxx2	arl******@a*.com
Ameriprise Financial	111 Broadway Rm 403, New York, NY 10006	21223xxxx4	ame****************@a*.com					133422		133000
SHB Advisors - Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx1	dns***@a*.com
Kenneth J. Shapiro, CRPC™	45 Rockefeller Plz, New York, NY 10111	21251xxxx1	a@r*****.com
Ameriprise Financial	420 Lexington Ave Rm 2531, New York, NY 10170	64637xxxx0	dns***@a*.com
Braverman CPA PC	7 W 36th St, New York, NY 10018	21298xxxx9	abr*****@b***********.com	5	2			426	62	426
rick perlman	2 Wall St, 10th Floor, New York, NY 10005	97337xxxx5
Equitable	1345 Avenue Of The Americas 3rd Fl, New York, NY 10105	86644xxxx1	aar*******@e******.com	1.2	32			51741	25	51000
Michael Sangirardi - Private Wealth Advisor, Ameriprise Financial Services	122 E 42nd St Rm 2215, New York, NY 10168	64637xxxx0	chr********@a*.com
Drucker Wealth Management	2 Park Ave 20th floor, New York, NY 10016	21268xxxx0	ace**@f*************.com	4.9	84			1292	11	1200
Leonard Descartes - TD Wealth Financial Advisor	1995 Broadway, New York, NY 10023	64641xxxx6	abc******@t.com					860706	7881	860000
Josef Najar	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx5	a@r*****.com
Brian Conlon - Financial Advisor, Ameriprise Financial Services	122 E 42nd St Rm 2215, New York, NY 10168	64696xxxx1	ali*********@a*.com
Edward Jones - Financial Advisor: Jonathan D Walker	401 Broadway Ste 204, New York, NY 10013	21221xxxx6	a.j*******@e********.com	1	1			110734		110000
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
Sterling Financial Planning	475 Park Ave S #2100, New York, NY 10016	21240xxxx6	cin@s******************.com	4	4
Brian Saltzman	45 Rockefeller Plz Fl 5, New York, NY 10111	21251xxxx5	a@r*****.com
Ameriprise Financial	80 Maiden Ln Rm 1205, New York, NY 10038	21278xxxx2
Larry Rothenberg	45 Rockefeller Plz 5th Fl, New York, NY 10111	33226xxxx0	dbr****@r***.com
Beekman Financial Planning LLC	353 E 54th St Ste. 3W, New York, NY 10022	21272xxxx4	dpo***@f****.com	5	1					5
Multi Generation Wealth Management-Ameriprise Financial Services	530 5th Ave, New York, NY 10036	91747xxxx8	mar*********@a*.com
Park Avenue Financial Advisors	136 Madison Ave, New York, NY 10016	21268xxxx0	abu*@l**********.com	5	1
Merrill Lynch Wealth Management	2 World Financial Ctr, New York, NY 10281	21289xxxx1	joh*******@m.com
Stifel \| The Peris-Supper Group	3 Bryant Park, New York, NY 10036	21232xxxx8
Janney Montgomery Scott	1166 Avenue Of The Americas 21st Fl, New York, NY 10036	21290xxxx0	aal****@j***.com					2082		2000
Suresh Hathiramani - Financial Advisor, Ameriprise Financial Services	200 W 41st St Rm 1902, New York, NY 10036	64666xxxx2	dns***@a*.com
Wall Street Financial Corporation	110 W 34th St., New York, NY 10001	21269xxxx9		4	2
Wealth Enhancement Group	60 E 42nd St Ste 1555, New York, NY 10165	21245xxxx0	aba**@w**************.com					3626		3600
Ubs	299 Park Ave, New York, NY 10171	21282xxxx0	aar*****@u.com					229749		242000
Karen Aroety - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21284xxxx5	ale*************@a*.com					234		234
Santander Bank	330 Madison Ave, New York, NY 10017	21265xxxx3	aar@s**********.com	2.6	8			122284	1200	122000
Charles Schwab	200 E 79th St, New York, NY 10075	21245xxxx0	aar******@s***.com	4	10			654972	265	654000
Bone Fide Wealth, LLC	7 World Trade Center, New York, NY 10006	21239xxxx1	car*@b***********.com	4	4			1052	6	1000
Joseph M Sullivan - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx9	car*****@a*.com
Alba Wheels Up International Inc	100 Town Square Pl, Jersey City, NJ 07310	20152xxxx0	ale****@n***.com								4	1
Dmitriy Berman	80 8th Ave, New York, NY 10011	21269xxxx7	a@c***********.com
Daniel Selcow	45 Rockefeller Plz Fl 5, New York, NY 10111	33226xxxx0	a@r*****.com
Zoe Financial	666 3rd Ave, New York, NY 10174	64668xxxx4	ace**@f*************.com	4.5	31			1591		1500
Forest Hills Financial Group	535 5th Ave 13th Fl, New York, NY 10017	71826xxxx5	abd***********@f*.com
Ameriprise Financial	57 E 73rd St Apt 1, New York, NY 10021	21228xxxx5	ame****************@a*.com					133410		133000
WFG	40 Exchange Pl Ste 1600, New York, NY 10005	71840xxxx1	dns****@a*****.com
Kristjan Sokoli - TD Wealth Financial Advisor	47 Newark St, Hoboken, NJ 07030	20169xxxx7	ale**@t.com					860706		860000
WIN - Smart Financial Decisions Made Simple. Expert, Trustworthy Financial Help.	1825 Madison Ave, New York, NY 10035	91767xxxx3	ed4***************************@s***.wixpress
Donald Bertucci - Financial Advisor, Ameriprise Financial Services	122 E 42nd St Rm 2215, New York, NY 10168	64696xxxx0	dns***@a*.com	5	5
Beatriz Pallares - TD Wealth Relationship Manager	1 Vanderbilt Ave, New York, NY 10017	64646xxxx4	abc******@t.com					862024	7894	862000
Jonathan Ocampo - Relationship Manager	1 Vanderbilt Ave 23rd Fl, New York, NY 10017	71875xxxx5	and**********@t.com					862030	7894	862000
George Dimov CPA	211 E 43rd St Ste 628 New York, NY 10017	12126xxxxx3	ade**@d*****.com			4.8	287
Merrill Lynch Wealth Management	250 Vesey Street 4 World St, New York, NY 10080	41527xxxx0	aas**********@m.com
Tony C Yang - Private Wealth Advisor, Ameriprise Financial Services	1185 Avenue Of The Americas Fl 3, New York, NY 10036	21252xxxx7	dns***@a*.com
Savant Wealth Management	545 5th Ave #1108, New York, NY 10017	21227xxxx0	ame*********@s*********.com	5	7			3693	20	3600
eFundex	147 W35th street suite 805, new york, NY 10001	21221xxxx0	ale***********@e****.com
Paul N Donas - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx5	dns***@a*.com					424	2	424
Wells Fargo Advisors	666 3rd Ave, New York, NY 10017	21269xxxx1
Philip Mattera - Financial Advisor, Ameriprise Financial Services	122 E 42nd St Rm 2215, New York, NY 10168	64637xxxx8	dns***@a*.com
Michael N. Bapis	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx1	asi**@r***.com
Marguerite Robinson	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx1	a@r*****.com
Inspired Wealth Strategies	292 Madison Ave #7, New York, NY 10017	64686xxxx7
Sage Point Financial	80 Pine St, New York, NY 10005	21226xxxx9	dom**@a*********.com	3.9	14			3927	35	3900
TIAA Financial Services	860 Broadway 5th Fl, New York, NY 10003	84445xxxx5	acc****************@t*.org					90698	556	90000
Ameriprise Financial Services	455 W 23rd St, New York, NY 10011	64636xxxx3
Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services	1430 Broadway Rm 305, New York, NY 10018	51651xxxx5	and*********@a*.com					174		174
Kevin Quinn - Associate Manager ACD, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21275xxxx1	dns***@a*.com					153	2	153
Siena Wealth Advisory Group - Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx6	ala*********@a*.com					2467		2400
Edward Jones - Financial Advisor: Aly Mady	111 E 14th St, New York, NY 10003	81352xxxx8
Leo Esses - Private Wealth Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx5	ale*************@a*.com
Betterment	853 Broadway, New York, NY 10003	21222xxxx8	a.j*****@b*******.com	3.1	20			52080		52000
The Pensato Slayne Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0
Brian Malloy	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx6	a@r*****.com
Bessemer Trust Private Wealth Management New York NY	630 5th Ave, New York, NY 10111	21270xxxx0	bes******************@a*******.email
Peony Chan- TD Wealth Financial Advisor	1995 Broadway, New York, NY 10023	21220xxxx0	abc******@t.com					860706	7881	860000
Jake Berlin - Financial Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	64629xxxx8	iro************@a*.com
American Financial	405 Park Ave Ste 1701, New York, NY 10022	21283xxxx7	int***************************@a*.com					133410		133000
Ameriprise Financial	260 Madison Ave Fl 8, New York, NY 10016	64621xxxx0
Financial Planning Concepts	310 W 95th St, New York, NY 10025	21257xxxx0
Charles Schwab	10 E 21st St, New York, NY 10010	21221xxxx3	aar******@s***.com
Thomas Gonzalez - Private Wealth Advisor, Ameriprise Financial Services, LLC	777 3rd Ave 20th Floor, New York, NY 10017	21275xxxx6	ace**@f*************.com	5	1					31
The Michael Cooper Group-Ameriprise Financial Service	530 5th Ave, New York, NY 10036	21268xxxx0	dns***@a*.com
Linda Marschke TIAA Wealth Management Advisor	730 3rd Ave 6th Fl, New York, NY 10017	21291xxxx2	acc****************@t*.org					90686	556	90000
Capital Recovery Enterprise	152 E 118th Ste 1, New York, NY 10035	64672xxxx0	inf@n*********.com
Joseph Marino - Financial Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	58575xxxx4	iro************@a*.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
Guzhuna Financial Group	100 Church Street, New York, NY 10007	21281xxxx4	inf@g**************.com
George Tsandikos	45 Rockefeller Plz Fl 5, New York, NY 10020	21254xxxx0	abu*@r***.com
Charles Schwab	1300 Avenue Of The Americas, New York, NY 10019	21230xxxx9	aar******@s***.com	3.8	6			654972	265	654000
Financial Dynamex	40 Wall St, new york, NY 10005	21247xxxx9
Raymond James Financial Services	99 Wall St, New York, NY 10005	21263xxxx3	aar**********@r*********.com
Ameriprise Financial Services, Inc	1501 Broadway, New York, NY 10036	64629xxxx5	dns***@a*.com
Wells Fargo Advisors	138 Clinton St, New York, NY 10002	21232xxxx5
Professional Bookkeeping Service - Probooks Ny	222 Broadway, New York, NY 10038	64656xxxxxxx0	aca**@p*******.com	5	112
Covepoint Capital Advisors Lic	152 W 57th St Fl 52, New York, NY 10019	21278xxxx0
Benjamin Wolgemuth - Financial Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	21275xxxx6	ang********@a*.com
Ameriprise Financial	542 5th Ave, New York, NY 10036	21239xxxx0
Merrill Lynch Wealth Management	1 Bryant Park, New York, NY 10036	64626xxxx0	aas**********@m.com
Phoenix Financial Services	100 Wall St, New York, NY 10005	21277xxxx7	inf@p********.com
Bruce Maier - Financial Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	21275xxxx3	bru******@a*.com					332	15	332
Christopher Street Financial	475 Park Ave S #2100, New York, NY 10016	21224xxxx0	ace**@f*************.com	5	1			280	18	286
1st Chance Finance	55 Water St, New York, NY 10041	34771xxxx4	sup**@1*************.com
Innovation Partners Wealth Management Group - Stifel	3 Bryant Park, New York, NY 10036	21232xxxx2
Jennifer M Hieber - Financial Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	21275xxxx8	iro************@a*.com
Isaac Benjamin Cohen - Financial Advisor, Ameriprise Financial Services	200 W 41st St Rm 1902, New York, NY 10036	64666xxxx2	dns***@a*.com
Rasheed Defense TIAA Wealth Management Advisor	730 3rd Ave 6th Fl, New York, NY 10017	21291xxxx7	adv************@t*.org					90672	558	90000
Affiliated Advisors	310 Riverside Dr Apt 1420, New York, NY 10025	21269xxxx8	ana@a*****************.com	5	1
Phoenix Investor Relations	468 Park Ave S, New York, NY 10016	21228xxxx2	adr*********@p*******.com
The Sargent Group	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx0	abc**@r***.com
Kate LaPorta	45 Rockefeller Plz Fl 5, New York, NY 10020	21254xxxx5	abc**@r***.com
Ameriprise Financial	1500 Lexington Ave Apt 3e, New York, NY 10029	64686xxxx8	ame****************@a*.com					132022		133000
WallStreeti.com, LLC	48 Wall St, New York, NY 10005	85588xxxx5	inf@w*********.com
Piermont Wealth Management	100 Park Ave Rm 1600, New York, NY 10017	63145xxxx5	cgr****@p***********.com					3626		3600
Seasons of Advice Wealth Management	120 W 45th St, New York, NY 10036	21297xxxx1	aki****@s******.com	5	3
Merrill Lynch Wealth Management	560 Lexington Ave 2nd Fl, New York, NY 10022	21230xxxx0	aas**********@m.com					181		246
Brooklyn Financial Group	134 Broadway, Brooklyn, NY 11249	71830xxxx0	abr********@b**.com	4.7	3
New York, NY Private Wealth Management - UBS Financial Services Inc.	299 Park Ave 26th floor, New York, NY 10171	21282xxxx1	alb**********@u.com
Helin, Christopher, AGT	530 5th Ave, New York, NY 10036	21268xxxx0	ame****************@a*.com					132021		133000
Farther	150 Greenwich St, New York, NY 10007	65066xxxx4	com*****@f****.com	5	4			627		709			4.3	11
Northwestern Mutual - Financial District	1 Battery Park Plaza, New York, NY 10004	91752xxxx0	a.-*********@n***************.com
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
PRB Wealth Management	122 E 42nd St Rm 1610, New York, NY 10168	21286xxxx0	ara***@p**.com							727
Michael Salmon - Financial Advisor, Ameriprise Financial Services	122 E 42nd St Rm 2215, New York, NY 10168	64696xxxx0	dns***@a*.com
Charles Schwab	40 Wall St Fl 56, New York, NY 10005	21224xxxx0
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
Merrill Lynch Wealth Management	225 Liberty St 41st Fl, New York, NY 10281	80093xxxx5	aai***********@w.com					790411
Robert Ambrus - Financial Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	64629xxxx6	rob********@a*.com
The Hanley & Coons Group - Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21284xxxx4	arl******@a*.com
Legacy Wealth Partners - UBS Financial Services Inc.	1285 6th Ave, New York, NY 10019	21288xxxx4	abc*****@u.com
American Portfolio Financial	260 Madison Ave #17FL, New York, NY 10016	21285xxxx0
CAPTRUST	40 Wall St 56th Floor, New York, NY 10005	21222xxxx0	a61**@f*****.com	5	1			1014	65	1000
Steward Partners	99 Park Ave Rm 1910, New York, NY 10016	21236xxxx4	a.-**********@s************.com
Ameriprise Financial	370 Lexington Ave Rm 1802, New York, NY 10017	21269xxxx7	dns***@a*.com
StockKings	26 Broadway, New York, NY 10004	64629xxxx5		4.6	154
Aiuto LLC	25 Broadway Fl 5136, New York, NY 10004	64684xxxx7	har*@a******.com
Generations Planning Solutions - Ameriprise Financial Services	1345 Avenue Of The Americas 2nd Fl, New York, NY 10105	21255xxxx7	and*******@a*.com
Broadridge Financial Solutions	42 Broadway, New York, NY 10004	21279xxxx1	aar******@b*******.com	2.3	3			42	100	42
Frank Gambino - Private Wealth Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx3	ama***********@a*.com
MassMutual Metro New York	250 West 34th Street One Penn Plaza Suite 2035, New York, NY 10119	21273xxxx1	ach****@f***********.com	3.3	7
Invesco	225 Liberty St, New York, NY 10281	21232xxxx0	aas********@i****.com
Beacon Wealth Consultants, Inc.	299 Park Ave, New York, NY 10171	64696xxxx7	amb@b*********.com					4408	3	4400
Wells Fargo Advisors	777 Avenue Of The Americas, New York, NY 10001	64621xxxx0
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
Scott Rosenblum	45 Rockefeller Plz Fl 5, New York, NY 10111	21251xxxx1	a@r*****.com
BlackDiamond Wealth Management	31 Hudson Yards 11th Fl, New York, NY 10001	21278xxxx9	ati@b***************.com	5	3					101
PKE Wealth Partners	45 Rockefeller Plz Fl 5, New York, NY 10111	33226xxxx5	a@r*****.com
Blue Spark Capital Advisors	31 Hudson Yards (11th Floor), New York, NY 10001	21225xxxx7	cal*@b***************.com	5	1
George Lukovenko-Ameriprise	500 5th Ave, New York, NY 10110	64629xxxx0	dns***@a*.com
Michael Nolan - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx3
Libin Lin - TD Wealth Financial Advisor	2 Wall St, New York, NY 10005	91788xxxx2	abc******@t.com					862030	7894	862000
FAIR HILL ADVISORS	115 W 18th St, New York, NY 10011	64650xxxx0	jim@f***************.com
Merrill Lynch Wealth Management	515 E 72nd St, New York, NY 10021	21238xxxx5	aas**********@m.com
Jason Leberfeld - TD Wealth Relationship Manager	1 Vanderbilt Ave, New York, NY 10017	64639xxxx4	abc******@t.com					862024	7894	862000
Cerity Partners	99 Park Ave, New York, NY 10016	21285xxxx0	aad*@c***********.com
Guggenheimer Zaki Wealth Advisors of Janney Montgomery Scott	1166 Avenue Of The Americas 21st Fl, New York, NY 10036	21223xxxx4	acr*****@j***.com					40		40
Azura Wealth Advisers	420 Lexington Ave, New York, NY 10170	21257xxxx2	adm@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
Patrick Meringolo - Financial Advisor, Ameriprise Financial Services - Closed	777 3rd Ave 20th Fl, New York, NY 10017	64629xxxx1
McKay Claghorn	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx2	a@r*****.com
Rockefeller Capital Management	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx0	abc**@r***.com	4.3	3
Chris McIlraith - Financial Advisor, Ameriprise Financial Services	200 W 41st St Rm 1902, New York, NY 10036	64666xxxx9	bev*********@a*.com
Wells Fargo Advisors	460 Broadway, New York, NY 10013	64643xxxx5
Alex Finance NYC		64699xxxx8	ale*************@c***********.com	5	31
Creative Planning	152 W 57th St 24th Floor, New York, NY 10019	21299xxxx6	a.j****@c*************.com	4.4	53			8913	148	8900
Zenith Financial	450 Lexington Ave 4th Floor, New York, NY 10017	64694xxxx9	fzi***@z*************.com	4.8	6
Todd W. Ives, CFP®, CEPA®, CRPC™	45 Rockefeller Plz, New York, NY 10111	21251xxxx4	a@r*****.com
Earn Into Wealth	1460 Broadway, New York, NY 10036	64649xxxx0	ade**@e***********.com	5	7
Olivier Marcelin TIAA Wealth Management Advisor	730 3rd Ave 6th Fl, New York, NY 10017	21291xxxx5	adv************@t*.org					90672	558	90000
Washington Square Capital Management	222 Broadway 19th floor, New York, NY 10038	64645xxxx2	inf@w********.com	5	1
Savvy Wealth	111 W 33rd St #1410, New York, NY 10001	83374xxxx9	792***********************************@w***************.com	4.2	20			95		95
Wealthspring Financial Services	560 W 218th St Apt 4C, New York, NY 10034	91786xxxx5	c18***************************@s***.wixpress	4.7	11					55
Marcum LLP	750 3rd Ave, New York, NY 10017	21298xxxx0	abd**********@m******.com					3431		3400
The Rose/Soranno Wealth Management Group - Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	80081xxxx8	alf*******@a*.com
Wells Fargo Advisors	781 Broadway, New York, NY 10003	64680xxxx0		1	1
Rockefeller Asset Management	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx0	abc*@r***.com
Chris LeBeau - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21275xxxx7	ale*************@a*.com
Edward Moldaver	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx0	abc**@r***.com
Eric Penna - Private Wealth Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx6	ama***********@a*.com	5	1
Robert B Lum - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx9	dns***@a*.com
Fidelity Investments	330 Park Ave S, New York, NY 10010	80054xxxx8	a61**@f*****.com	3.4	22			372125		372000
Merrill Lynch Wealth Management	474 Fulton St, Brooklyn, NY 11201	71851xxxx2	ale********@m.com	5	1
Upside Tax and Financial - Andrew Donoghue CPA CFP	2 Gold St, New York, NY 10038		inf@u*******.com	5	67								4.5	15
The Midtown Financial Group - Northwestern Mutual	875 3rd Ave 23rd Floor, New York, NY 10022	21286xxxx9	aly***********@n.com
Garrett Hurley - Private Wealth Advisor, Ameriprise Financial Services	200 W 41st St Rm 1902, New York, NY 10036	64665xxxx4	gar*********@a*.com
Momentum Advisors	1120 6th Ave, New York, NY 10036	91772xxxx2	all@m**************.com
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			183		183
Jeffrey Mellone TIAA Wealth Management Advisor	730 3rd Ave 6th Fl, New York, NY 10017	21291xxxx8	acc****************@t*.org					90686	556	90000
Cross Border Wealth	New York, NY 10016	64668xxxx3	ari****@c***************.com					351		351
Raymond James Financial Services	160 Broadway, New York, NY 10038	21268xxxx3	aar**********@r*********.com	5	1			17563		18000
Ameriprise Financial	305 Madison Ave Ste 1534, New York, NY 10165	64662xxxx9	ame***************@e.ameriprise					133410		133000
Stefan Mijajlovic - Financial Advisor, Ameriprise Financial Services - Closed	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx8
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
The Executive Wealth Group-Ameriprise Financial Services	590 Madison Ave, New York, NY 10022	21222xxxx4	dns***@a*.com					109		113
Joseph Soranno - Private Wealth Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21284xxxx6	ale*************@a*.com					178		258
Greenspring Advisors	60 E 42nd St Suite 1120, New York, NY 10165	21297xxxx1	aar******@g****************.com					180	27	180
Wolf Scheck - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx3	ale********@a*.com
Arlo Hanley - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21284xxxx4	arl******@a*.com
Hkmp Llp	West 40th Street 10th Floor, New York, NY 10018	21253xxxx7
Santander Bank	1350 Broadway, New York, NY 10018	21249xxxx3		3.2	34			122284	1200	122000
Acqua Funding Learning	240 Kent Ave Ste B35, Brooklyn, NY 11249	94923xxxx5	acq*******************@w********.com	4.8	52			961		1200
Gino L. Pace	45 Rockefeller Plz Fl 5, New York, NY 10111	21254xxxx7	a@r*****.com
Global Advisers	14 Wall St, New York, NY 10005	80083xxxx4	ale**********@g***********.com	5	2			198		198
Payne Capital Management	231 W 29th St, New York, NY 10001	64646xxxx0	aar*******@p****.com	4.4	7			5754		5700
Ameriprise Financial	200 E 42nd St, New York, NY 10017	21268xxxx0	ame****************@a*.com					133410		133000
RMT Financial Coaching	New York, NY 10031	64623xxxx7	ric**@r*****************.com
Paradise, Helen, AGT	530 5th Ave, New York, NY 10036	21268xxxx0	ame****************@a*.com					132021		133000
Darren McGovern - Financial Advisor, Ameriprise Financial Services	200 W 41st St Rm 1902, New York, NY 10036	64649xxxx2	dar************@a*.com
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
Raymond Eng - Financial Advisor, Ameriprise Financial Services	455 W 23rd St Apt 1F, New York, NY 10011	71837xxxx7	dav**********@a*.com
Ellis Wealth Management Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	92979xxxx8	tod*****@r.com
Benjamin Myers TIAA Wealth Management Advisor	730 3rd Ave 6th Fl, New York, NY 10017	21291xxxx5	acc****************@t*.org					90686	556	90000
Marley Bernard - Financial Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	21275xxxx7	iro************@a*.com
Andrew Cohen - Financial Advisor, Ameriprise Financial Services	1345 Avenue Of The Americas 2nd Fl, New York, NY 10105	21255xxxx7	and*******@a*.com
Be Awesome Not Broke	1208 Pacific St, Brooklyn, NY 11216	16464xxxxx6	04e***********************************@w***************.com			5	31	505		505
E and L Group Consulting, LLC	540 W 20th St Ste 1605, new york, NY 10011	64658xxxx3
Global Financial Training Program	1 State St, FL-21 Suite A, New York, NY 10004	21248xxxx0	cd6***************************@s***.wixpress					1003		1000
Wells Fargo Advisors	1156 Avenue Of The Americas, New York, NY 10036	21259xxxx0
Ashley Elezi - TD Wealth Relationship Manager	1 Vanderbilt Ave, New York, NY 10017	34743xxxx0	abc******@t.com					862024	7894	862000
Merrill Lynch Wealth Management	101 Hudson St 6th Fl, Jersey City, NJ 07302	20194xxxx0	aar********@s***.com	3.7	6
Susan Shah	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx0	abc**@r***.com
Fifth Avenue Financial	90 Park Ave 17th Fl, New York, NY 10016	21253xxxx0	a@f****************.com	5	1
Bone Fide Wealth, LLC	New York, NY	21239xxxx1	car*@b***********.com
PL Advisors	1270 6th Ave, New York, NY 10020	21259xxxx1	col**@p********.com
Clear Ocean Capital Advisors - Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	21284xxxx1	dns***@a*.com
Ameriprise Financial	500 5th Ave Ste 3600, New York, NY 10110	64629xxxx5
Danielle Giordano - Financial Advisor, Ameriprise Financial Services	200 W 41st St Rm 1902, New York, NY 10036	64666xxxx3	dan************@a*.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
Jason Larner - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx0	rbc*******@r.com					16374		16000
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
Daniels Financial Services	50 Broad St Ste 1901, New York, NY 10004	21242xxxx1	jsm*@d******.com
Merrill Lynch Wealth Management	717 5th Ave, New York, NY 10022	21241xxxx5	aar********@s***.com
Premier Wealth Advisors	1411 Broadway 16th Fl, New York, NY 10018	21275xxxx3	and*@y**************.com
Curtis Pope, CFP \| Certified Financial Planner \| Financial Advisor	450 Lexington Ave, New York, NY 10017	64664xxxx7	cur*@f*************.nyc
William McConville - Financial Advisor, Ameriprise Financial Services	777 3rd Ave 20th Fl, New York, NY 10017	64629xxxx4	iro************@a*.com
Wells Fargo Advisors	180 Madison Ave, New York, NY 10016	91733xxxx0
Sovereign Financial Group, Inc.	405 Lexington Ave, New York, NY 10174	21292xxxx2	ala@s********.com					172
Edelman Financial Engines	340 Madison Ave 22nd Fl, New York, NY 10173	83375xxxx3	aar*****@e********************.com					20884	27	20000
Curtis Pope, CFP \| Certified Financial Planner \| Financial Advisor	450 Lexington Ave 4th fl, New York, NY 10017	64664xxxx7	ace**@f*************.com	4.9	84
American Financial Services	MUNSON BUILDING, #67, New York, NY 10005	21274xxxx3		5	1
MassMutual New York City - Manhattan	2 Mott St 9th Fl, New York, NY 10013	21251xxxx0	dgr****@m*******.com					228	9
Santander Bank	250 Lexington Ave, New York, NY 10016	21268xxxx7	aar@s**********.com	2.8	11			122284	1200	122000
The Schusterman Group of Janney Montgomery Scott	1166 Avenue Of The Americas 21st Fl, New York, NY 10036	21282xxxx6	aal****@j***.com
Finance Driven	90 Broad St ste 253, New York, NY 10004	86281xxxx4		4.6	11
Taylor House - TD Wealth Financial Advisor	1995 Broadway, New York, NY 10023	64666xxxx2
Sullivan Financial Solutions		88870xxxx9	514***********************************@w***************.com	5	14
James J. Lee	45 Rockefeller Plz 5th Fl, New York, NY 10111	21254xxxx1	asi**@r***.com
Jimmy Huang TIAA Wealth Management Advisor	860 Broadway 5th Fl, New York, NY 10003	21291xxxx0	acc****************@t*.org					90686	556	90000
Dmitry Gurvich - TD Wealth Relationship Manager	1 Vanderbilt Ave, New York, NY 10017	34785xxxx5	abc******@t.com					862024	7894	862000
National Financial Network, Inc	261 Madison Ave 27th Fl, New York, NY 10016	21276xxxx2	cam***********@g*********.com	4	4
FamilyProtection.Me	118 W 112th St, New York, NY 10026	34726xxxx6	hos*****@s******.net
Equity Plan Advisory Services, New York, NY	17th, & 18th Floors, 1285 Ave of the Americas 15th, 16th, New York, NY 10019	80022xxxx1	alc************@u.com
The Nolan Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx3	rbc*******@r.com
Peter Stephanatos - Private Wealth Advisor, Ameriprise Financial Services	122 E 42nd St Rm 2215, New York, NY 10168	20184xxxx1	cae***********@a*.com							22
Santander Bank	243 Canal St, New York, NY 10013	21221xxxx0	aug*******@s*****************.com	3.8	22			122284	1200	122000
Fortis Lux Financial	420 Lexington Ave Rm 2510, New York, NY 10170	21257xxxx0	aal@f*******.com	5	2			562	179	562
GMJ Group	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21270xxxx7	rbc*******@r.com
Brian Deutsch TIAA Wealth Management Advisor	730 3rd Ave 6th Fl, New York, NY 10017	21291xxxx6	acc****************@t*.org					90686	556	90000
Shane Mason, CPA CFP	33 Nassau Ave, Brooklyn, NY 11222					4.7	12
Jordan Bastien - RBC Wealth Management Financial Advisor	1211 Avenue Of The Americas Ste 3300, New York, NY 10036	21555xxxx3	rbc*******@r.com					16374		16000
Iryna Stepanchuk, CPA	155 Water St, Brooklyn, NY, 11201, US	19293xxxxx7	fir@s**********.com			4.6	10	394	4	394
Jacklyn Lozano - Associate Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx8	dns***@a*.com
Wells Fargo Advisors	500 W 30th St, New York, NY 10001	21221xxxx3	a-w*************@w***************.com					186224		187000
Michael D Bodner - Financial Advisor, Ameriprise Financial Services	530 5th Ave 10th Fl, New York, NY 10036	91747xxxx5	mic*********@a*.com
Rob Rosato - TD Wealth Financial Advisor	1 Vanderbilt Ave, New York, NY 10017	20124xxxx1	abc******@t.com					862030	7894	862000
Financial Planner NY	35-37 36th St Floor 2, Astoria, NY 11106	86650xxxx6		5	1
Aspiriant	350 5th Ave Suite 6420, New York, NY 10001	21282xxxx5	aa@a********.com					207	14	207
Michael Francis - Financial Advisor, Ameriprise Financial Services	122 E 42nd St Rm 2215, New York, NY 10168	64637xxxx6	chr********@a*.com
Hilltop Securities Inc.	485 Madison Ave Ste 1800, New York, NY 10022	21264xxxx0	aar************@h**************.com					321