Business List: Investment Service in San Jose, CA, USA

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews	Bing Reviews
Gulati Financial & Insurance Services	2350 Mission College Blvd Ste 1160 Santa Clara, CA 95054	40898xxxx0	ani@g*************.com			5	1
Pollard, Cooper, Kabitsis & Associates - Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com									162
Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Henshaw & Henry PC	1871 The Alameda Ste 333, San Jose, CA 95126	40853xxxx5	dav@h*********.com
True North Financial & Insurance Services	1630 Oakland Rd Ste A210, San Jose, CA 95131	40857xxxx2	dy@c*****.com
First American Exchange Company	333 W Santa Clara St Ste 622 San Jose, CA 95113	80083xxxx3	aal*@f****.com			5	6			1251	4
Wealth Design	1999 S Bascom Ave, Campbell, CA 95008	40855xxxx0
Cambridge Financial Partners	2350 Mission College Blvd, Santa Clara, CA 95054	40885xxxx0	and********@c********.com
Wu, Anna	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx8	acm*********@m**********.com
First Tech Federal Credit Union	181 E Tasman Dr Ste 10 San Jose, CA 95134	85585xxxx5	aar********@f*********.com			2	25
Akkish	San Jose, CA 95138	41583xxxx4	a18***************************@s***.wixpress
Latilla	2177 Vizcaya Cir, Campbell, CA 95008	51228xxxx2	cch*@l****.com
United Planners Financial Services	3150 Almaden Expy, San Jose, CA 95118	40826xxxx6
Seay, Ryan J	225 W Santa Clara St, San Jose, CA 95113	40894xxxx7	acm*********@m**********.com
Pacific West Financial South Bay	3746 Deedham Dr, San Jose, CA 95148	40823xxxx2
World Financial Group	1580 Oakland Rd, San Jose, CA 95131	40832xxxx0
Barnao, Anthony	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx1	ale********@m.com
Wong, King	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx0	ale********@m.com
Silver Lake	10080 N Wolfe Rd, Cupertino, CA 95014	40845xxxx2	a@s*********.com
Korea Investment Partners	333 W El Camino Real, Sunnyvale, CA 94087	40854xxxx6
Phillip Moehrke-Morgan Stanley	225 W Santa Clara St, San Jose, CA 95113	40894xxxx6	acm*********@m**********.com
Steven Isaacson - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com												5
Thang Vo - State Farm Insurance Agent	391 Jacklin Rd, Milpitas, CA 95035	40827xxxx9				4.8	122
Graystone Advisor	48 Port Royal Ave Foster City, CA 94404	65060xxxx3	aar*****@g*************.com	5	2	5	4
Sophey Tiet - Prudential Financial	1731 Technology Dr #600, San Jose, CA 95110	40875xxxx1	aar*****************@p*******.com
PGR Solutions	2107 N 1st St, San Jose, CA 95131	40887xxxx0	adr*@a***.com
Vikram Kohli - Financial Advisor, Ameriprise Financial Services	3130 De La Cruz Blvd Ste 128, Santa Clara, CA 95054	40898xxxx5	dns***@a*.com
Watt, Lilianna	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx5	acm*********@m**********.com
Park, James, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx5	dns***@a*.com
One Stop Financial Services	20045 Stevens Creek Blvd Ste 2G Cupertino, CA 95014	40887xxxx1				3.9	7
Lundgren, Davin, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx0	ame****************@a*.com
Silicon Valley Wealth Advisors	3190 S Bascom Ave Ste 210, San Jose, CA 95124	40868xxxx8
Irma Ins Quiones, CLTC, CLU, CHFC, Financial Adviser	550 S Winchester Blvd, S. 405, San Jose, CA 95128	40855xxxx0	02c***********************************@w***************.com
Merrill Investment & Retirement Financial Center	5710 Cottle Rd, San Jose, CA 95123	40882xxxx2	dom***************@b**********.com	1.01
Wells Fargo Advisors	2170 Tully Rd, San Jose, CA 95122	40899xxxx4
First Tech Federal Credit Union	19960 Stevens Creek Blvd Cupertino, CA 95014	85585xxxx5	aar********@f*********.com	3.5	29	1.7	123
Essence Wealth & Insurance Services	4677 Old Ironsides Dr Ste 350 Santa Clara, CA 95054	65074xxxx1	joh@e***********.com			5	48
Mayer Moll & Associates	4010 Moorpark Ave, San Jose, CA 95117	40824xxxx0	jma*@m**********.com
First Republic Bank	10297 S De Anza Blvd at Rodrigues Ave Cupertino, CA 95014	40897xxxx1	aa@f************.com	5	4	4.7	15
KBS III Almaden Financial	355 W San Fernando St, San Jose, CA 95110	40897xxxx7
Matthew Daugavietis - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx4	dns***@a*.com			5	1
Budwal & Associates	329 Piercy Rd, San Jose, CA 95138	40897xxxx0	bud*@s*************.com
Real Estate (Axis Investment)	97 Boston Ave, San Jose, CA 95128	40836xxxx1	bfb***************************@s***.wixpress
Sycamore Ventures	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx1
Pham, Quoc	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx3	ale********@m.com		9
Los Gatos Dj Co	15466 Los Gatos Blvd Ste 206, Los Gatos, CA 95032	40835xxxx5	inf@l********************.com
Wellspring Consulting	2635 N 1st St Ste 201 San Jose, CA 95134	40843xxxx8	ape@w*********.com			5	1
Zubik, Tamra, AGT	3031 Tisch Way 110 Plz W, San Jose, CA 95128	40829xxxx2	ali***********@p******.com
Thrivent Financial For Lutherans	2021 The Alameda, San Jose, CA 95126	40898xxxx7	a.v@t*******.com
Silicon Valley Financial Group	950 S Bascom Ave #2112, San Jose, CA 95128	40828xxxx0	bec@s*.com	5	2
Zheng, Lia	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx7	ale********@m.com
Kelly C Lee - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Wells Fargo Advisors	1720 Story Rd, San Jose, CA 95122	40825xxxx0
Young, Barbara	50 W San Fernando St, San Jose, CA 95113	40828xxxx9	abc*@u.com
Investing Financial Service	919 Story Rd, San Jose, CA 95122	40827xxxx4	rac*@i******.com
Jeff Koeberle & Lynmichelle Lenney-Koeberle Integrity Living Trusts & Beacon Advisors	512 Bryan Ave, Sunnyvale, CA 94086	92569xxxx4	c18***************************@s***.wixpress							582828		46
Concert Global Group Ltd	1900 The Alameda, San Jose, CA 95126	40885xxxx3
David Lucas - Raymond James	150 S Almaden Ave Suite # 1375, San Jose, CA 95113	40827xxxx4	aar**********@r*********.com	3.02
Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	wms********@r.com							14763		16000
The Mendoza Group	1999 S Bascom Ave Ste 700, Campbell, CA 95008	66949xxxx1	abu*@r***.com
Lwi Financial Inc Loring Ward	10 Almaden Blvd, San Jose, CA 95113	40826xxxx0	a.p**@l*******.com							174	54	207
The Skyline Wealth Management Group - Morgan Stanley	225 W Santa Clara St Ste 900, San Jose, CA 95113	40894xxxx3	acm*********@m**********.com	3	2
Albert Lee, CFP - The Loan Story	4880 Steven Creek Blvd Ste 200 San Jose, CA 95129	40897xxxx0	alb*@t*********.com			5	75
Ward, Adam	1 Almaden Blvd, San Jose, CA 95113	40891xxxx9	ada******@a*.com
Huang-Cramer, Susan	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx8	acm*********@m**********.com
Lucero, Stephen, AGT	355 Santana Row, San Jose, CA 95128	40828xxxx8	acc*************@u.com
Park, James	225 W Santa Clara St, San Jose, CA 95113	40896xxxx5	dns***@a*.com
St Claire, Jason O	225 W Santa Clara St, San Jose, CA 95113	40894xxxx9	acm*********@m**********.com
Dimitar Kotov - Financial Advisor, Ameriprise Financial Services	1901 S Bascom Ave Ste 1530, Campbell, CA 95008	40887xxxx7	dim**********@a*.com
The Sherer Group, LLC	1754 Technology Dr. Suite 236, San Jose, CA 95110	40898xxxx6	rsh**@s********.com										5	2
Charles Schwab	3161 Stevenson Blvd Fremont, CA 94538	51044xxxx0	ada********@s***.com	4.1	7	3.3	12
Smith, Gregory	355 Santana Row, San Jose, CA 95128	40891xxxx3	abc*@u.com
Rich Chou Financial Group	721 Hibernia Ct, Sunnyvale, CA 94087	40850xxxx5
DTM Properties	San Jose, CA 95116	40827xxxx8
Giving Tree Financial	910 E Hamilton Ave, Campbell, CA 95008	40863xxxx9
Milner, Chris	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx1	ale********@m.com
Financial Independence	5201 Great America Pkwy Ste 456, Santa Clara, CA 95054	40898xxxx0	fin*****************@l.com
Albert Hsia - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	alb********@a*.com
Hamilton Ridge Asset Mgmt	111 N Market St, San Jose, CA 95113	40833xxxx6	bco*@h**********.com
Mark Gronert - Thrivent	2021 The Alameda Ste 140, San Jose, CA 95126	51042xxxx0	adm@d*********.com
Sun Commerce & Investment Financial Services.	2065 Winchester Blvd Campbell, CA 95008	40837xxxx3
Kyung Minn Services	193 Jackson St San Jose, CA 95112	40828xxxx7		4.4	725
RBC Wealth Management Branch - San Jose	99 Almaden Blvd Ste 300, San Jose, CA 95113	40829xxxx2		5	2
Stern, Robert W, AGT	2105 S Bascom Ave, Campbell, CA 95008	40866xxxx3	ame****************@a*.com							132834
Wells Fargo Advisors	1705 N 1st St, San Jose, CA 95112	40827xxxx3
Quach, Chien, Styczynski & Associates-Ameriprise Financial Services	1 Almaden Blvd, San Jose, CA 95113	40888xxxx9	ame****************@a*.com							132688		134000
Angulo, Austin	50 W San Fernando St, San Jose, CA 95113	40828xxxx1	ale********@m.com
Craig, Michael	50 W San Fernando St, San Jose, CA 95113	40828xxxx1	ale********@m.com
Elevate Financial Solutions	1275 S Winchester Blvd, San Jose, CA 95128	40889xxxx3	con**@e******.com
MassMutual Pacific	225 W Santa Clara St Ste 1450 San Jose, CA 95113	40835xxxx3	aah***@m*******.com			2.7	6
Odonnell Financial Group	901 Campisi Way, Campbell, CA 95008	40854xxxx5	bet@o*******.com							195	4	208
Morgan Stanley Wealth Management	333 W San Carlos St Ste 1100, San Jose, CA 95110	40828xxxx0	aar*********@m*********************.com
Maria D Boisvert - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx1	mar*********@r.com
Cirocco, Joanne, AGT	1 Almaden Blvd, San Jose, CA 95113	40891xxxx0	ame****************@a*.com
Regent Wealth Management	1500 E Hamilton Ave Ste 201 Campbell, CA 95008	87745xxxx7	ann@r*******.com			5	1
Paine Financial & Insurance Services	1165 Lincoln Ave Ste 335, San Jose, CA 95125	40899xxxx1	chr****@p***********.com
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC	1905 The Alameda, San Jose, CA 95126	40828xxxx0	dns***@a*.com	4.5	2
Connie Can - Financial Advisor, Ameriprise Financial Services	1901 S Bascom Ave Ste 1530, Campbell, CA 95008	40887xxxx3	con*******@a*.com
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com
Minker, Andrew, AGT	2542 S Bascom Ave, Campbell, CA 95008	40855xxxx5	and**********@a*.com
Merrill Investment & Retirement Financial Center	5615 Snell Ave, San Jose, CA 95123	40828xxxx0	dom***************@b**********.com	5.01
Cfi Advisor Group	510 De Carli Ct, Campbell, CA 95008	40841xxxx3	jpr*******@c*****.com
Fireside Financial Planning	1975 Hamilton Ave, San Jose, CA 95125	40837xxxx1	cb.*******@g**.com
Klm Capital Management.	10 Almaden Blvd San Jose, CA 95113	40897xxxx8	alf***@k*******.com
BrightPlan	15466 Los Gatos Blvd, Los Gatos, CA 95032	40893xxxx8	dbr*@m*********.com
Citibank	2500 Pruneridge Ave Santa Clara, CA 95050	40821xxxx9	abb********@c*.com			2.5	34
408 Group - Morgan Stanley Private Wealth Advisors	225 W Santa Clara St Suite 900, San Jose, CA 95113	65023xxxx4	acm*********@m**********.com
Davin Lundgren - Associate Manager, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dav***********@a*.com							9		9
Wells Fargo Advisors	1663 Branham Ln, San Jose, CA 95118	40844xxxx1
AVI Holdings	2366 S King Rd, San Jose, CA 95122	40829xxxx4
Clarke Financial Partner Inc	1525 Mccarthy Blvd, Milpitas, CA 95035	40881xxxx9
Silicon Valley Wealth Advisors, LLC	3190 S Bascom Ave #210, San Jose, CA 95124	40868xxxx8	chr@s********.com	3.4	5					5388	47	5500
Diversifi Capital	4546 El Camino Real B10 Ste1013 Los Altos, CA 94022	65063xxxx7	ala@c*********.com			5	33
Adams Financial Inc.	4020 Moorpark Ave Ste 101, San Jose, CA 95117	40882xxxx6
Ken Prodger CFP®,ChFC®,ChSNC®, AIF®	4633 Old Ironsides Dr Ste 436 Santa Clara, CA 95054	40863xxxx2		5	2	5	1
Lee, Tracy	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx8	acm*********@m**********.com
Brady, Douglas	750 University Ave, Los Gatos, CA 95032	40882xxxx1	abc*@u.com
Ravix Group Inc	226 Airport Pkwy, San Jose, CA 95110	40821xxxx6	abo*@r*******.com
Joanne Cirocco - Ameriprise Financial Advisor	50 W San Fernando St Ste 900 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Cirocco, Fels & Styczynski - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Christian Ortez, AIF - LPL Financial	3031 Tisch Way 110 Plaza West San Jose, CA 95128	66923xxxx0	inf@c*************.com			5	2
Gerdts Investment Group of Raymond James	150 Almaden Blvd, Suite 1375, San Jose, CA 94903	40827xxxx4	aar**********@r*********.com
All About Your Taxes	358 El Camino Real, San Bruno, CA 94066	65041xxxx2	akr@a**************.com	5	2	4.9	153
Edelman Financial Engines	3315 Scott Blvd, Santa Clara, CA 95054	40849xxxx0	aar*****@e********************.com	2.1	9					18779	20	20000
Golden Professional Services Inc	2470 Berryessa Rd, San Jose, CA 95133	40877xxxx5	cha******@g**.com
Merrill Investment & Retirement Financial Center	1058 E Brokaw Rd, San Jose, CA 95131	40864xxxx2	dom***************@b**********.com	2.748
Global Properties & Financial Services Inc	2670 S White Rd, San Jose, CA 95148	40827xxxx0
Wells Fargo Advisors	2061 Camden Ave, San Jose, CA 95124	40855xxxx0			10
Jason Hunt - Prudential Financial	1731 Technology Dr #600, San Jose, CA 95110	40875xxxx8	aar*****************@p*******.com	5.01
Pacific Advisors	910 E Hamilton Ave Ste 350, Campbell, CA 95008	40839xxxx0	cam***********@g*********.com
Gawlick Retirement Services	6455 Almaden Expy, San Jose, CA 95120	40899xxxx4
World Financial Group	2077 Gold St, Alviso, CA 95002	40826xxxx0	con**************@t*********.com
Wardenburg, Frederick H	50 W San Fernando St, San Jose, CA 95113	40828xxxx5	ale********@m.com
James Park - Branch Manager, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com							169		169
J.R. Financial & Insurance Services	2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050	40864xxxx2	and*@j**.com			4.8	28
Kaypaghian, Daniel	225 W Santa Clara St, San Jose, CA 95113	40894xxxx1	acm*********@m**********.com
Ameriprise Financial Services Inc	1722 Silverwood Dr, San Jose, CA 95124	40896xxxx0	ant*****@a*.com							132688		134000
World Financial Group	2099 Gold St, Alviso, CA 95002	40894xxxx8	con**************@t*********.com
Nylife Securities	1731 Technology Dr, San Jose, CA 95110	40853xxxx0	a.-***************@n********.com
Kessler Financial Services	45 E Julian St, San Jose, CA 95112	40824xxxx6	ade**********@k****.com
United Security Bank	1875 S Bascom Ave Ste 119, Campbell, CA 95008	40834xxxx0	abh**@u***************.com	3.7	3
Wells Fargo Advisors	1705 N First St, San Jose, CA 95112	40827xxxx3		5	1
SF Money Coach	Palo Alto, CA 94301	41557xxxx8	car*@s*********.com			5	22
Mader, Lauren	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com
Vn Investments Inc.	1700 Space Park Dr, Santa Clara, CA 95054	40828xxxx8
Merrill Investment & Retirement Financial Center	971 Blossom Hill Rd, San Jose, CA 95123	40882xxxx0	dom***************@b**********.com	5.01
Allworth Financial	1550 The Alameda Ste 125, San Jose, CA 95126	40824xxxx0	ben***********@a**************.com							5382	47	5500
Chapple, Luke	3945 Freedom Cir, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com
Asiana Global Investment	2114 Senter Rd Ste 12 San Jose, CA 95112	40836xxxx1				5	2
AKT Financial Aid Consulting Service	1619 S Main St, Milpitas, CA 95035	40875xxxx2	joh****@a************.com
Alastor Capital Management	4040 Moorpark Ave, San Jose, CA 95117	40855xxxx0
Rothstein, Rita	225 W Santa Clara St, San Jose, CA 95113	40894xxxx1	acm*********@m**********.com
Mk Strategic Equities	2608 Forest Ave, San Jose, CA 95117	40898xxxx1	dd0***************************@s***.wixpress
BrightPlan	75 E Santa Clara St, San Jose, CA 95113	40893xxxx8	alb*@b*******.com									10000
Blair Hansen & Company.	1550 The Alameda Ste 300 San Jose, CA 95126	40828xxxx0	bla*******@k*********.com
The Alameda Financial Group	1541 The Alameda Ste A, San Jose, CA 95126	40821xxxx0	all@a*******************.com
Conforti Financial	1475 S Bascom Ave, Campbell, CA 95008	40837xxxx1	aad******@s**************.com
Sami Najafi Shaeghi - Wealth Financial Advisor	50 W San Fernando St Ste 275, San Jose, CA 95113	40849xxxx8	aar********@b.com
Redwood Capital	655 S Fair Oaks Ave, Sunnyvale, CA 94086	40865xxxx3
Exertus Financial Partners	2092 Concourse Dr, San Jose, CA 95131	40844xxxx2
2050 Lundy Plaza Owners Assn	2050 Concourse Dr, San Jose, CA 95131	40838xxxx1			175
Brian Lombardo, CFP, CPA	2570 N 1st St Ste 200 Gateway Financial Advisors San Jose, CA 95131	40872xxxx0	blo****@g***********.com		3	5	8
John M Plaza Investment Advisor	835 Blossom Hill Rd Ste 220 San Jose, CA 95123	40844xxxx0	inf@f*********.com			5	3			83		114
Edward Jones - Financial Advisor: Tevin Mercer	1625 The Alameda #601, San Jose, CA 95126	40829xxxx8	a.j*******@e********.com							87358		99000
Cherene Wong - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	che*******@a*.com
Clarke Financial Partner Inc	2024 Nottoway Ave, San Jose, CA 95116	40881xxxx9
Davis Financial Management	1042 W Hedding St, San Jose, CA 95126	40834xxxx0	ali@d****.com
Han, Eric, MBA	591 W Hamilton Ave, Campbell, CA 95008	40866xxxx9	dns***@a*.com
Lavor, Yuriy	438 S Murphy Ave, Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com
Donofrio, Joseph	50 W San Fernando St, San Jose, CA 95113	40828xxxx6	ale********@m.com
McIntosh, Ian	3130 De La Cruz Blvd, Santa Clara, CA 95054	40821xxxx5	dns***@a*.com
West Valley Peninsula Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx4	wms********@r.com							12824
Jordan Walters & Kurt Carrasquilla	San Jose, CA 95113	40894xxxx3	and*********@s********.com			5	1
Johanson & Yau Accountancy Corporation	42 West Campbell Ave Third Floor Campbell, CA 95008	40828xxxx1	eli*@j*.com			3	8
Online Trading Academy	1798 Technology Dr Ste 152 San Jose, CA 95110	40853xxxx0	a.g**@t***********.com			3	73
Sells Financial	16400 Lark Ave Ste 200, Los Gatos, CA 95032	40835xxxx0	sta**@s****.com
Chad Parker - Financial Advisor, Ameriprise Financial Services, LLC	1905 The Alameda, San Jose, CA 95126	40828xxxx0	dns***@a*.com
Ameriprise Financial Advisors	50 W San Fernando St Ste 900 San Jose, CA 95113	40891xxxx6
S P Asset Management	20380 Town Center Ln Ste 205, Cupertino, CA 95014	40825xxxx1	off*@s**************.net
Barney, Melissa	225 W Santa Clara St, San Jose, CA 95113	40894xxxx2	acm*********@m**********.com
Tone Tran - Private Client Advisor	50 W San Fernando St Ste 425, San Jose, CA 95113	40830xxxx9	aab**@b**********.com
Chad Parker - Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							199	4
Foothill Securities Inc. James A. Jimenez	2845 Moorpark Ave, San Jose, CA 95128	40824xxxx4
Agbonbhase, Julius	225 W Santa Clara St, San Jose, CA 95113	40894xxxx9	acm*********@m**********.com
Boland Ventures Inc	3275 Stevens Creek Blvd Ste 245, San Jose, CA 95117	40889xxxx6
David McCaman - Gateway Financial Advisors	2570 North First St Ste 200 San Jose, CA 95131	40820xxxx1	blo****@g***********.com			5	1
Greater Access Financial	1766 W San Carlos St, San Jose, CA 95128	40828xxxx1	inf@g********************.com	1.8	5
Kevin Lang - Financial Advisor, Ameriprise Financial Services, LLC	1700 S Winchester Blvd, Ste 103, Campbell, CA 95008	40855xxxx5	dns***@a*.com							132583
A-L Financial	675 N 1st St Ste 200 San Jose, CA 95112	40826xxxx2				1.4	62
State Bank of India California	39148 Paseo Padre Pkwy Fremont, CA 94538	51071xxxx0	aar*@s***.com	4.8	205	4.2	15
Voya Financial Advisors	2323 S Bascom Ave Ste 150-A Campbell, CA 95008	40824xxxx2	mka*****@c*********.com			1	26
Financial Education Services	1313 N Milpitas Blvd, Milpitas, CA 95035	40851xxxx2	inf@t***********.com		2							16
Rav Barring	2221 Oakland Rd, San Jose, CA 95131	92592xxxx0
Nick Hunt - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx3	dns***@a*.com			5	3
Sunzeri, Vincent	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx5	acm*********@m**********.com
Galindo, Jim	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
Cbsj Financial Corporation	1735 N 1st St, San Jose, CA 95112	40879xxxx0	aar******@l.com							20006	208		1	1
Koppanyi, Lisa	1 Almaden Blvd, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Charles Schwab	12 Ranch Dr Milpitas, CA 95035	40846xxxx0	fra*********@s***.com			2.1	10
Pacific Precious Metals	2778 Middlefield Rd Palo Alto, CA 94306	40871xxxx6	chr****@p******************.com	4.7	33	4.7	50					2400
Quang T Phan-Raymond James	150 Almaden Blvd, San Jose, CA 95113	40827xxxx4	aar**********@r*********.com							17479		18000
Broadview Wealth Advisors - Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx7	bro******************@a*.com
ING Financial Partners	1275 S Winchester Blvd Ste B, San Jose, CA 95128	40824xxxx2	mka*****@c*********.com
Sumiyoshi, Dayna	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx6	acm*********@m**********.com
Integrated Fincl & Insurance Service	1740 Technology Dr, San Jose, CA 95110	40848xxxx0	aar****@p************.com
Watt, Calvin	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx6	acm*********@m**********.com
Thrivent Financial	2797 Park Ave Ste 204, Santa Clara, CA 95050	40824xxxx5	a.v@t*******.com
McKellar, Debbie	225 W Santa Clara St, San Jose, CA 95113	40896xxxx2	deb*************@a*.com
Payne, Josh Bryan, AGT	3031 Tisch Way 110 Plz W, San Jose, CA 95128	40829xxxx2	a.-*****************@p******.com							147679	4083
Lee, Adela	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx8	ade*****@m.com
Jing Chien - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com
Piercy Properties	1680 Almaden Expy, San Jose, CA 95125	40829xxxx1
Chief Financial Officer	2146 Bering Dr, San Jose, CA 95131	40843xxxx0	bra*@f*********.com									686
Martin Lowe, CPA	4595 Salina Dr, San Jose, CA 95124	40882xxxx6	inf@m***********.com	5	4	4.7	29	5	9	117	4	122
Hanhai Investment Inc	97 E Brokaw Rd, San Jose, CA 95112	40857xxxx8	app@h*************.com					4.6	11	894	123	889
Financial Advisors U.S. Bancorp Investments	10381 S De Anza Blvd, Cupertino, CA 95014	40896xxxx8	aar**********@u***.com							345471	5393	348000
Coeus Financial	1901 S Bascom Ave Ste 1150, Campbell, CA 95008	40842xxxx4	bpl***@c***********.com									178
Jerw	San Jose, CA 95125	40822xxxx2
Mann, James	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	abc*@u.com
First Republic Bank	1625 The Alameda, San Jose, CA 95126	40899xxxx2	aa@f************.com	3.6	16	4.7	17
Listo!	1177 S King Rd, San Jose, CA 95122	40849xxxx7	gz@l*******.com	4	41
Isaacson, Steven	225 W Santa Clara St, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Beck Investment Management	Serving theSan Jose Area	65032xxxx0
Woo, Richard, AGT	2542 S Bascom Ave, Campbell, CA 95008	40855xxxx8	dns***@a*.com
Wells Fargo Advisors	3053 Meridian Ave, San Jose, CA 95124	40844xxxx0
Wells Fargo Advisors	3331 San Felipe Rd, San Jose, CA 95135	40822xxxx2
Raymond Regala - Financial Advisor, Ameriprise Financial Services, LLC	333 W Santa Clara St, San Jose, CA 95113	40855xxxx0	dns***@a*.com							132679		134000
Telesky Financial Services	2095 Park Ave, San Jose, CA 95126	40855xxxx0	hel@c**************.com
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	amy***@a*.com
Charles Schwab	19620 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40844xxxx0	app*****************@s***.com			2.5	12
Basu, Diptes	225 W Santa Clara St, San Jose, CA 95113	40894xxxx3	acm*********@m**********.com
David Farkouh - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	arn********@a*.com		20					93		98
Wells Fargo Advisors	2528 Berryessa Rd, San Jose, CA 95132	40892xxxx3
Sirivanh Harris	1999 S Bascom Ave Ste 400 Campbell, CA 95008	40896xxxx5				5	1
Meriwest Credit Union	5615 Chesbro Ave Ste 100 San Jose, CA 95123	87763xxxx7	ace*****@m*****.com	2.7	30	3.7	198
Lukas, Paul	50 W San Fernando St, San Jose, CA 95113	40828xxxx5	ale********@m.com
Merrill Lynch	5300 Stevens Creek Blvd Ste 120 San Jose, CA 95129	40855xxxx0	aas**********@m.com			1	1
Grubb, Lauren	50 W San Fernando St, San Jose, CA 95113	40828xxxx8	ale********@m.com
Wells Fargo Advisors	575 W Capitol Expy, San Jose, CA 95136	40897xxxx0
Leeward Financial & Insurance Services	1046 W Taylor St Ste 205 San Jose, CA 95126	40827xxxx7	kev*@l*************.com
Opes Advisors	19330 Stevens Creek Blvd, Cupertino, CA 95014	40883xxxx0	aar*****@f*****.com
Wang, Sheila	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx7	acm*********@m**********.com
Sorensen, Kris	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
TRinvestment	2780 Aiello Dr San Jose, CA 95111	40887xxxx0
Craig Curtis Uffelman-Ameriprise Financial Services Inc	2105 S Bascom Ave, Campbell, CA 95008	40866xxxx7	ame****************@a*.com							132688		134000
Marshall Ira B	Morgan Hill, CA 95037	40877xxxx9	ira@i**********.com
Lobel Financial Corporation	4300 Stevens Creek Blvd Ste 155, San Jose, CA 95129	40855xxxx5	aal**@l***********.com
Cetera Wealth Partners is a region of Cetera Advisor Networks LLC	31 E Julian St, San Jose, CA 95112	40824xxxx2	mka*****@c*********.com
Clark Morgan - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
Lee, Violet	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx4	ale********@m.com
Citibank	3510 Leigh Ave San Jose, CA 95124	40860xxxx1	abb********@c*.com	2.6	14	2.1	22
Bridge Capital Investment Group	1900 The Alameda Ste 600, San Jose, CA 95126	40861xxxx9	bci*********@g**.com							116	30	123			5
Quetzalcoatl Financial Research Institute	473 N 13th St, San Jose, CA 95112	40829xxxx1
IPX1031 Exchange	1735 Technology Dr Ste 830 San Jose, CA 95110	41529xxxx1	ann******@i****.com			2	1					1300
Morgan Stanley	20400 Stevens Creek Blvd Ste 350, Cupertino, CA 95014	40886xxxx0	int********@m**********.com	4.7	3
Thrivent Financial-Cathy Grambow	2021 The Alameda #390, San Jose, CA 95126	40898xxxx7	bet*******@t*****.com							411742
Hancock Financial	1945 Meridian Ave, San Jose, CA 95125	40826xxxx2	dns****@m*****.com	2.7	7										4
AlphaX RE Capital	97 Boston Ave, San Jose, CA 95128	81881xxxx8	exa**@m***.com	5	2
Lisa Vandersteen - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Barajas Francisco	1919 S Bascom Ave Ste 100, Campbell, CA 95008	40896xxxx3
Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Joanne Cirocco - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Cabanero, Ernel Vargas, AGT	3031 Tisch Way 110 Plz W, San Jose, CA 95128	40827xxxx2	ali***********@p******.com							147679	4083
Stephanie Atalla - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com	5	1
Retirement Capital Strategies	1190 Saratoga Ave Ste 140, San Jose, CA 95129	40855xxxx0	bil*******@r*******.com									55
Papadoyannis & Associates - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	ani*******@a*.com							397		416
Styczynski, Jason, CLTC	1 Almaden Blvd, San Jose, CA 95113	40888xxxx9	cor*********@a*.com
Professional Tax Services	2450 Peralta Blvd Ste 222 Fremont, CA 94536	51050xxxx5				4.7	69
Land Casa Financial	1000 S White Rd, San Jose, CA 95127	40849xxxx7
Mac’s Coins & Collectables	1049 E El Camino Real Ste 3 Sunnyvale, CA 94087	40873xxxx5	mac****@g**.com			3.5	28
Sentra Securities	1625 The Alameda, San Jose, CA 95126	40899xxxx5
Kuprina, Kristina	99 Almaden Blvd, San Jose, CA 95113	83157xxxx1	cfe**@s******.com
Frontier Financial Services	3081 Brandywine Dr, San Jose, CA 95121	40827xxxx0
Yu Teng - Prudential Financial	1731 Technology Dr #600, San Jose, CA 95110	40875xxxx5	aar*****************@p*******.com	4.07
Fidelity Investments	251 University Ave Palo Alto, CA 94309	65032xxxx1	a61**@f*****.com			2	38			329005		352000
Principal - Closed	2099 Gateway Pl Ste 100, San Jose, CA 95110	40853xxxx0	a.m@p******.com
Raymond James & Associates	1901 S Bascom Ave Ste 1550, Campbell, CA 95008	40837xxxx0											5	1
Lee, Jason	16000 Los Gatos Blvd, Los Gatos, CA 95032	40886xxxx2	acm*********@m**********.com
Cerna Group of Marcus & Millichap	84 W Santa Clara St Ste 501 San Jose, CA 95113	40899xxxx8
Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40888xxxx9	cor*********@a*.com									106
Anomalous Business Systems	1515 Lincoln Ave San Jose, CA 95125	40828xxxx5				3	2
Karen Turner - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx6	dns***@a*.com
Int'l Multicultural Education Group Inc.	4781 Mountaire Ct, San Jose, CA 95138	40823xxxx8
World Financial Group	1982 Senter Rd, San Jose, CA 95112	40827xxxx0	con**************@t*********.com
Beacon Pointe Advisors	50 W San Fernando St, San Jose, CA 95113	40855xxxx0	aba***@b*********.com
Stryker, Eric, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx4	ame****************@a*.com							132688		134000
Plata, Henry	591 W Hamilton Ave, Campbell, CA 95008	40866xxxx8	dns***@a*.com
KLM Capital Management Inc	10 Almaden Blvd, San Jose, CA 95113	40897xxxx8	alf***@k*******.com
Will Steinberger - Think Different Financial Planning	1144 St Francis St, Redwood City, CA 94061	65038xxxx3	fir@t*************.com	5	6	5	14
TD Ameritrade	423 E Hamilton Ave, Campbell, CA 95008	80066xxxx0	aam*********@t*********.com			3	7			646245	192	658000
Silva, Jason	225 W Santa Clara St, San Jose, CA 95113	40894xxxx6	acm*********@m**********.com
Pamela Matthews - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com
Citibank	1310 El Paseo De Saratoga San Jose, CA 95130	40868xxxx1	abb********@c*.com	3.9	16	1.7	28
J C Investment Consulting	606 N 1st St San Jose, CA 95112	40897xxxx8	jen***@j*********.com
Ighani, Behrooz, CFP	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx3	ale********@m.com
Yu, Ingrid	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx4	ale********@m.com
Crowder Insurance Agency	360 Kiely Blvd Ste 105, San Jose, CA 95129	40824xxxx8	aar********@f****.com
Wade Financial Advisory	2105 S Bascom Ave Ste 110 Campbell, CA 95008	40836xxxx9	ann**@w***.com			5	2			8	4
Paul A Podrid CFP	52 Harold Ave San Jose, CA 95117	40855xxxx5				5	1
SageView Advisory Group	2060 The Alameda San Jose, CA 95126	40834xxxx0	ach@s*************.com		44	5	1			149	6
Rubio, Graciano	50 W San Fernando St, San Jose, CA 95113	40828xxxx8	ale********@m.com
Chuck S Fels - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Cole, John	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx7	acm*********@m**********.com
Ucb Investment Services	10123 N Wolfe Rd Ste 1075 Cupertino, CA 95014	40825xxxx0
Lucia Capital Group - San Jose	2033 Gateway Pl #574, San Jose, CA 95110	80064xxxx0	afr****@l*****.com	5.02						622	21	690
Citibank	3490 Stevens Creek Blvd San Jose, CA 95117	40821xxxx6	abb********@c*.com	2.4	14	2	21
Edward Jones	69 Washington St, Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com							87358		99000
Vander Zwaag Financial Inc	3880 S Bascom Ave Ste 210, San Jose, CA 95124	40854xxxx0	dav************@l.com
Edward Jones - Financial Advisor: Dennis H Laughlin	1165 Lincoln Ave Ste 320 San Jose, CA 95125	40899xxxx5	a.j*******@e********.com							87586		100000
Acuity Ventures	1960 The Alameda, San Jose, CA 95126	40826xxxx6
Boyd Tax Counselors Inc.	4030 Moorpark Av, San Jose, CA 95117	66944xxxx7	mmu*****@s*************.com	3	2
Tom Cochran-Bancwest Investment Services Wealth Financial Advisor	3081 Mckee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com							40839	176	41000
Ian McIntosh - Financial Advisor, Ameriprise Financial Services	3130 De La Cruz Blvd Ste 128, Santa Clara, CA 95054	40821xxxx5	dns***@a*.com
Sequoia Wealth Advisors and Invesment Management, Inc.	99 S Almaden Ave #925, San Jose, CA 95113	40864xxxx0	cfe**@s******.com	5	2					257	4	271
Ubs Financial Services, Inc	50 W San Fernando St 8th Flr San Jose, CA 95113	40828xxxx0	abc*@u.com			2.3	3
Pinnacle Financial Recruiting	1250 Oakmead Pkwy, Sunnyvale, CA 94085	40850xxxx7
Blue Angel Financial Service	3153 Sierra Rd, San Jose, CA 95132	40848xxxx8
Derek Seo - Financial Advisor, Ameriprise Financial Services, LLC	1 S Almaden Ave #810, San Jose, CA 95113	40821xxxx2	dns***@a*.com	5.02
Bootstrap Capital	1127 Telfer Ave, San Jose, CA 95125	41575xxxx8
TrueVir Financial	490 Chadbourne Rd Ste A100 Fairfield, CA 94534	51092xxxx7	inf@t**************.com			5	3
Brad Baron - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3
Fetsch, Ron	16000 Los Gatos Blvd, Los Gatos, CA 95032	40886xxxx5	acm*********@m**********.com
Citibank	200 W Taylor St San Jose, CA 95110	40821xxxx7	adr**********@c*.com	3.1	29	2.4	19
Fong, Maureen	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx8	ale********@m.com
Henry Hormozian Financial Service	1105 Pheasant Hill Way, San Jose, CA 95120	40867xxxx0	inf@h*****************.com
Wells Fargo Advisors	1730 Saratoga Ave, San Jose, CA 95129	40837xxxx0
Edward Jones - Financial Advisor: Sachin Verma	1165 Lincoln Ave Ste 320, San Jose, CA 95125	40899xxxx5
Merrill Lynch Wealth Management	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx0	3d@l****.ml	5	1
Cao, Yang	5300 Stevens Creek Blvd, San Jose, CA 95129	40855xxxx7	ale********@m.com
Seattle Investment Consultant	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx8
D Smith Glenn Cfp Cimc Registed Investment Advisor	987 University Ave, Los Gatos, CA 95032	40839xxxx2
Thoreson, Jackson	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com
Sandy Swanson - Integrated Wealth Management	1226 Lincoln Ave Ste 200 San Jose, CA 95125	40828xxxx6
Jarrett Brady, Financial Consultant	1 Almaden Blvd Fl 10 San Jose, CA 95113	40828xxxx0	hos*****@w*******.com
Corinthian Wealth	1625 The Alameda, San Jose, CA 95126	40893xxxx2	cde*@c*************.com
Integral Financial	1072 S De Anza Blvd Ste A208, San Jose, CA 95129	40899xxxx8
American Express	9 Great Oaks Blvd, San Jose, CA 95119	40822xxxx8
Early Growth Financial Service	437 Arkansas St, San Jose, CA 95110	20344xxxx3	ada**@e*************************.com
Ameriprise Financial	30 Union Ave Ste 123, Campbell, CA 95008	40837xxxx1	ame****************@a*.com							132688		134000
Meriwest Wealth Advisors	5615 Chesbro Ave San Jose, CA 95123	40886xxxx2	and*@m************.com
Yip, Jimmy	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx4	ale********@m.com
Davin Lundgren - Associate Manager, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com	5.01
Can, Connie, AGT	1901 S Bascom Ave, Campbell, CA 95008	40887xxxx3	ame****************@a*.com							132688		134000
Amy Salome Roat - Associate Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx9	amy***@a*.com
Verbica, Peter C, CFP	50 W San Fernando St, San Jose, CA 95113	40828xxxx3	ale********@m.com
Hendershott Wealth Management	2025 Gateway Pl Ste 405 San Jose, CA 95110	87756xxxx8	adv***@h**************.com			4.8	21
Sumer Tatangelo - Associate Financial Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx7	dns***@a*.com									70
Morgan / Chapman Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12824
Wells Fargo Advisors	6990 Santa Teresa Blvd, San Jose, CA 95119	40828xxxx0
Adolfsson, Erica B	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com
Cherene Wong - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Rfs Investments	6455 Almaden Expy, San Jose, CA 95120	40822xxxx3
ZNZ Capital Private Ltd	4260 Albany Dr, San Jose, CA 95129	70747xxxx6
Irma Quinones	1700 N 1st St, San Jose, CA 95112	40821xxxx9
Castaneda, Philip T	99 Almaden Blvd, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Akiras Investments	1560 Sunnyvale Saratoga Rd, Sunnyvale, CA 94087	40872xxxx7
Fidelity Investments	851 E Hamilton Ave Campbell, CA 95008	80054xxxx0	a61**@f*****.com			2.8	29			329245		353000
ZNZ Capital Private LLC	4260 Albany Dr, San Jose, CA 95129	70778xxxx6	con**@z*******.com	5.01
Worldwide Investments & Services	1506 Wheatley Pl San Jose, CA 95121	40823xxxx9
McKay, Michael	50 W San Fernando St, San Jose, CA 95113	40828xxxx5	ale********@m.com	2.7	16
Premier Tax Advisors	88 W Tully Rd Ste 106 San Jose, CA 95111	40821xxxx2				4.8	62
Yip, Chy	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx4	ale********@m.com
Young And Associates	1999 S Bascom Ave Ste 910, Campbell, CA 95008	40862xxxx0	aal*********@k.com							200595		268000
McKinley Financial Group	3 Twin Dolphin Dr Ste 250 Redwood City, CA 94065	65055xxxx0	cme*@m********.com			5	5
Fidelity Investments	398 West El Camino Real, Suite 102, Sunnyvale, CA 94087	80037xxxx3	a61**@f*****.com	3.9	23					324941		345000
Kao Wealth Management Inc	4320 Stevens Creek Blvd Ste 126, San Jose, CA 95129	40848xxxx0	aar******@l.com							20103	234	21000
PWJohnson Wealth and Legacy	2051 Grant Rd Ste 240 Los Altos, CA 94024	40874xxxx2	aus***@p******.com			5	2
Valerie Nguyen - Private Client Advisor	50 W San Fernando St Ste 425, San Jose, CA 95113	40831xxxx1	aar****************@b.com
Wales Investment Inc	2055 Junction Ave Ste 100, San Jose, CA 95131	40894xxxx6
Lincoln, Dahn	50 W San Fernando St, San Jose, CA 95113	40828xxxx3	ale********@m.com
Mfsa	6120 Hellyer Ave, San Jose, CA 95138	40862xxxx1	rsv@m********.com
David Cooper - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dav*********@a*.com									161
Moorhead, Ted	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx3	ale********@m.com
Edward Jones	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4	a.j*******@e********.com							87358		99000	5	5
Vanessa DeIngardia - Raymond James	3031 Tisch Way, San Jose, CA 95128	40864xxxx6	aar**********@r*********.com							17357
Isaacson, Steven, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx2	ame****************@a*.com
Edward Jones - Santa Clara Financial Advisor - Paul A Dines	69 Washington St Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com			5	1			85188
Pwjohnson Wealth Management	1153 Bordeaux Dr, Sunnyvale, CA 94089	40874xxxx2	aus***@p******.com
Bhagat, Shashi	225 W Santa Clara St, San Jose, CA 95113	40894xxxx8	acm*********@m**********.com
Mariner Wealth Advisors	99 Almaden Blvd Ste 730, San Jose, CA 95113	40894xxxx1	aal***********@m******************.com								15	4400
Fok, William	50 W San Fernando St, San Jose, CA 95113	40828xxxx5	ale********@m.com	3.8	10
ßvëñjæ	130 E San Fernando St, San Jose, CA 95112	40822xxxx7
Gca Equity Partners	2105 S Bascom Ave Ste 190, Campbell, CA 95008	40836xxxx1	adm@g**************.com
Teh Financial Coaching	Milpitas, CA 95035	51036xxxx9	acc********@s******.org			4.9	91			774		835
Guttadauro, Joe, MBA	225 W Santa Clara St, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Next Brick Solutions	51 E Campbell Ave, Campbell, CA 95008	40837xxxx0	akh***@n******.com
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com
Hartono, Dewi	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx1	acm*********@m**********.com
Yates, William	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx4	ale********@m.com		11
JLC Financial	3080 N 1st St, San Jose, CA 95134	88867xxxx8
Gary Sargenti - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Edward Jones - Financial Advisor: Paul A Dines	69 Washington St Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com			5	1			85188
NF Wealth Management - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	amb**************@a*.com							63	4	62
Gateway Advisors	46 N 2nd St, Campbell, CA 95008	40842xxxx5
World Financial Group	175 Bernal Rd Ste 100, San Jose, CA 95119	40841xxxx9
Charles Schwab	30 S 1st St, Campbell, CA 95008	40834xxxx0	fra*********@s***.com	2.8	16
Silicon Valley Securities, Inc.	4880 Stevens Creek Blvd., San Jose, CA 95129	40824xxxx1
Wells Fargo Advisors	4888 San Felipe Rd, San Jose, CA 95135	40823xxxx8
Eric Stryker - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com
Financial Executives International	1583 Sundown Ln, San Jose, CA 95127	40892xxxx6	bon********@f**.org
Wong, Cherene	225 W Santa Clara St, San Jose, CA 95113	40896xxxx2	che*******@a*.com
Edward Jones - Financial Advisor: Paul A Dines, CFP®	2397 Forest Ave A, San Jose, CA 95128	40898xxxx9	a.j*******@e********.com	3.7	3					87358		99000
Wells Fargo Advisors	1790 S Bascom Ave, Campbell, CA 95008	40862xxxx0
Pazdel, Kamran	225 W Santa Clara St, San Jose, CA 95113	40894xxxx1	acm*********@m**********.com
Robert Cleland & Todd Armer	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx8	ant*****@a*.com							132680		134000
Matthews, Pamela, MBA	225 W Santa Clara St, San Jose, CA 95113	85879xxxx7	dns***@a*.com
Argent Investments	Serving theSan Jose Area	40824xxxx4
David Cooper - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com									162
Can Connie	1999 S Bascom Ave Ste 1060, Campbell, CA 95008	40887xxxx3
Irma Perez	1302 Lincoln Ave Ste 203, San Jose, CA 95125	40821xxxx9	02c***********************************@w***************.com
College Planning ABC	3031 Tisch Way 110 Plz W San Jose, CA 95128	40891xxxx8	che******@g**.com			4.9	56
VIP Mortgage & Real Estate	405 N 1st St San Jose, CA 95112	83384xxxx4				5	4
Quality Returns	1435 Koll Cir Ste 106 San Jose, CA 95109	40849xxxx7	l.j****@q***********.net			3.3	4			15289		16000
Secure Future Investor	Serving theSan Jose Area	86653xxxx2
Graham III, Robert R	1 Almaden Blvd, San Jose, CA 95113	40891xxxx5	amy***@a*.com
Leal Financial Planning	900 E Hamilton Ave Ste 100 Campbell, CA 95008	40867xxxx4	and@l***.com			5	3
Filiep P Sackx Financial Advisor	1101 S Winchester Blvd, San Jose, CA 95128	83144xxxx4	fil*@f********.com
Joe Guttadauro - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Potoukian, Zizi	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx4	acm*********@m**********.com
George Bettisworth-Morgan Stanley	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx0	erp****@m************.com
Ambar Financial Group	1852 Dry Creek Rd, San Jose, CA 95124	40837xxxx0
Financial Knowledge	355 Piercy Rd, San Jose, CA 95138	40841xxxx0	ako*@f***************.com
Ma, Jingya	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx8	ale********@m.com		9
Thompson, Asako	225 W Santa Clara St, San Jose, CA 95113	40894xxxx7	acm*********@m**********.com
Grassi Investment Management	2350 Mission College Blvd Ste 190 Santa Clara, CA 95054	65093xxxx0	buz@g*********.com
Transamerica Financial Advisors Inc	3130 De La Cruz Blvd, Santa Clara, CA 95054	40857xxxx0	dns***@a*.com
Motteler, James	1919 S Bascom Ave Ste 100, Campbell, CA 95008	40896xxxx4	dns***@a*.com
Tes Asset Management Group	705 Tully Rd, San Jose, CA 95111	40829xxxx2
John Clay - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx8		5.01
Saratoga Research & Investment	14471 Big Basin Way Ste E, Saratoga, CA 95070	40874xxxx0	ada@s*********.com
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com
Transamerica Financial	2290 N 1st St, San Jose, CA 95131	40874xxxx9
Tatangelo, Sumer	591 W Hamilton Ave, Campbell, CA 95008	40866xxxx7	dns***@a*.com							38		70
Heckman Financial & Insurance Services Inc	333 W Santa Clara St Ste 604, San Jose, CA 95113	40829xxxx0	nn@w************.com								100
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx7	arn********@a*.com							93		97
Wang, Daxin K	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx7	ale********@m.com
Allan King - Prudential Financial	1731 Technology Dr #600, San Jose, CA 95110	40875xxxx6	aar*****************@p*******.com	4.07
Tone Tran-Private Client Advisor	50 W San Fernando St, San Jose, CA 95113	40830xxxx9	aab**@b**********.com							40848	177	41000
Gerdts Investment Group of Raymond James	150 S Almaden Ave Suite # 1375, San Jose, CA 95113	40827xxxx4	aar**********@r*********.com	5.01
Citibank	2189 Quimby Rd San Jose, CA 95122	40860xxxx0	abb********@c*.com	3.2	24	1.9	35
Baycal Financial	2980 Zanker Rd, San Jose, CA 95134	40845xxxx8
Joshua Miller - Ameriprise Financial Advisor	50 W San Fernando St Ste 900 San Jose, CA 95113	40891xxxx0	cat***********@a*.com			5	1
Towne Financial Services Inc	16615 Lark Ave Ste 200, Los Gatos, CA 95032	40835xxxx0	cha@c******.com
Saso, Julie	50 W San Fernando St, San Jose, CA 95113	40828xxxx6	ale********@m.com
De Novo Wealth Advisory	1525 Mccarthy Blvd, Milpitas, CA 95035	40888xxxx3
Robert W Cleland - Financial Advisor, Ameriprise Financial Services	1999 S Bascom Ave Ste 700, Campbell, CA 95008	40887xxxx2	dns***@a*.com
Bellatore Financial Inc	1550 The Alameda Ste 209, San Jose, CA 95126	40861xxxx7	bro@b******.com
Spiros Kabitsis - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dav*********@a*.com
Hillstone Insurance Agency	1731 Technology Dr, San Jose, CA 95110	40838xxxx7
Raegen, Parker and Associates - Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
Financial Planning Consultants	333 W Santa Clara St, San Jose, CA 95113	40828xxxx1
Ambar Financial Group	2542 S Bascom Ave, Campbell, CA 95008	40837xxxx0	ale@k**********.com					5	18			77
Firsthand Capital Management	150 Almaden Blvd Ste 1250, San Jose, CA 95113	40888xxxx6	huy@f***********.com
Merrill Lynch Financial Advisor Andrew "Andy" Sinsigalli	50 W San Fernando St, San Jose, CA 95113	40828xxxx7	ale********@m.com
Principal Investment	San Jose, CA 95125	40831xxxx7				1	1
First Citizens 1031	2088 Gateway Pl, San Jose, CA 95110	41569xxxx6
Brian T Franklin - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx3	acm*********@m**********.com	5.01
Jang, Aaron	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Irma Quinones	1334 The Alameda, San Jose, CA 95126	40821xxxx9
Ambar Financial Grp	901 Campisi Way Ste 200, Campbell, CA 95008	40837xxxx0	sup**@w********.com
Dawson James Securities Inc	5201 Great America Pkwy Ste 320, Santa Clara, CA 95054	40852xxxx2	aco***@d********.com
Sequoia Financial Group Inc	987 University Ave Ste 8, Los Gatos, CA 95032	40839xxxx2	aba*@s**************.com
Foothill Securities	5448 Thornwood Dr, San Jose, CA 95123	40836xxxx6
AEZ Investment Inc	4030 Moorpark Ave Ste 114, San Jose, CA 95117	40826xxxx7		5	88
Performant Financial Inc	4650 Old Ironsides Dr, Santa Clara, CA 95054	40865xxxx3	aad***@p***********.com
Citibank	1096 Blossom Hill Rd San Jose, CA 95123	40876xxxx1	abb********@c*.com	3.9	24	2.4	33
Moore, Jamye A	560 S Winchester Blvd, San Jose, CA 95128	40861xxxx6	ban********@e**.bankofamerica		11
SFI Snarr Financial & Insurance Services	6203 San Ignacio Ave Ste 110 San Jose, CA 95126	40846xxxx4	inf@r******.com			5	14
Haq, Mark	50 W San Fernando St, San Jose, CA 95113	40891xxxx0	alb**********@u.com
The 408 Group-Morgan Stanley Private Wealth Advisors	225 W Santa Clara St, San Jose, CA 95113	65023xxxx4	acm*********@m**********.com
Lawver Mortgage Team	2105 S Bascom Ave, Campbell, CA 95008	40868xxxx0	ale@k**********.com	4.2	6			5	16			78
Pacific Precious Metals	39111 Paseo Padre Pkwy Ste 111 Fremont, CA 94538	34134xxxx1	chr****@p******************.com	4.8	31	4.7	51
Sensiba	101 Metro Dr Ste 160 San Jose, CA 95110	40828xxxx0	aar@s***.com							461	51	475
Norris Fiduciary Services	Scotts Valley, CA 95066	40829xxxx0	nan@n************.net			5	1
World Financial Group	4677 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx6	con**************@t*********.com
Voila Investment Corporation	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx8	dav@e*********.com							2		3
Aegis Financial Advisory	3333 Bowers Ave, Santa Clara, CA 95054	40868xxxx1	jos*@a**********.com
By the Bay Investments	360 Kiely Blvd Ste 270, San Jose, CA 95129	40824xxxx0	aar@c****.com							373482	33978
Nieto, Steven	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx1	ale********@m.com
Belnas, Jeremy	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx6	acm*********@m**********.com
Eight Oaks Financial and Insurance Services	101 Metro Dr Ste 550 San Jose, CA 95110	86653xxxx4	and@e****************.com
Schmitz Roger Farmers Insurance Group of Willw Gln	1264 Lincoln Ave Ste 100 San Jose, CA 95125	40827xxxx0
Laddi Jhuty, CFP	5201 Great America Pkwy Ste 350 Santa Clara, CA 95054	51081xxxx4	inf@n*******.com			4.2	20
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC	1 Almaden Blvd, Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com							132803		134000
Steven Isaacson - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
World Group Security Inc	1900 Mccarthy Blvd, Milpitas, CA 95035	40832xxxx1	dns****@a*****.com
Matrix Insurance Agency	4655 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx6	cha@m*****.com
Hanmi Bank	2765 El Camino Real, Santa Clara, CA 95051	40826xxxx0	aar****@h**.com
Fidelity Investments	851 E Hamilton Ave Ste 100, Campbell, CA 95008	40837xxxx1	a61**@f*****.com							329003		352000
The Fernandez Group Investment Company		88889xxxx6	ant*@t**************.com	5	2
SagePoint Financial Inc.	4030 Moorpark Ave, San Jose, CA 95117	40824xxxx1	mmu*****@s*************.com
Stifel	550 S Winchester Blvd #500, San Jose, CA 95128	40898xxxx1								4777		5200
Impact Financial Group	880 E Campbell Ave, Campbell, CA 95008	40837xxxx0
Pollard, Cooper, Kabitsis & Hunt - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dav*********@a*.com									161
Wells Fargo Advisors	65 N Winchester Blvd, Santa Clara, CA 95050	40823xxxx0
J P D Financial Consultants Inc	275 Saratoga Ave Ste 200, Santa Clara, CA 95050	40834xxxx0	ali*@j*********.com
Hack, Steffen	225 W Santa Clara St, San Jose, CA 95113	40894xxxx8	acm*********@m**********.com
Gonzalez, Hector, CFP	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com
Excel Financial	1302 Lincoln Ave, San Jose, CA 95125	40856xxxx7	adm@e*****.com										5	1
The Cymrot Group-Morgan Stanley	225 W Santa Clara St, San Jose, CA 95113	40894xxxx6	acm*********@m**********.com
Golden Bay Financial & Investment Co	20051 Bollinger Rd, Cupertino, CA 95014	40877xxxx6
Merrill Investment & Retirement Financial Center	2225 Quimby Rd, San Jose, CA 95122	40882xxxx0	dom***************@b**********.com	5.01
Weitz, Eric	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx6	ale********@m.com
My Truong - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	66930xxxx8	dns***@a*.com
James Park - Branch Manager, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com
Khoa Le & Kim Nguyen	111 N Market St San Jose, CA 95113
Kane Investment Management	15466 Los Gatos Blvd Ste 213 Los Gatos, CA 95032	40835xxxx3
Backhouse Fiduciary Inc	1689 Sandyrock Ct, San Jose, CA 95125	40844xxxx6
Edward Jones	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com			5	4			84699
Li, Julia	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx1	acm*********@m**********.com
Kappa 6 Invesments	2255 S Bascom Ave, Campbell, CA 95008	40896xxxx7
Bell, Brandon	50 W San Fernando St, San Jose, CA 95113	40828xxxx7	ale********@m.com
Howard, Matthew	560 S Winchester Blvd, San Jose, CA 95128	40861xxxx5	ban********@e**.bankofamerica
Santikul, Clifton	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	wms********@r.com							14774		16000
Gunn Financial	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx2	a.j*******@e********.com
Enterprise Trust & Investment	15425 Los Gatos Blvd Ste 150, Los Gatos, CA 95032	40835xxxx1	ent*****@e*************.com
I Care Financial Solution	2114 Senter Rd, San Jose, CA 95112	40843xxxx7
Invantest Inc	2860 Zanker Rd Ste 101, San Jose, CA 95134	40845xxxx0	chi********@i******.com
Fluent Wealth Partners	10 Almaden Blvd, San Jose, CA 95113	40821xxxx0	aru*@w******.com
King Paul	2105 S Bascom Ave Ste 148, Campbell, CA 95008	40887xxxx9
Bruce, Graham	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx2	ale********@m.com
Premier Financial Alliance	1735 N 1st St, San Jose, CA 95112	77027xxxx3
Oportun	1070 S White Rd, San Jose, CA 95127	51021xxxx5	a-l@o******.com
Grant, Aaron	50 W San Fernando St, San Jose, CA 95113	40828xxxx7	agr***@m.com
Armer, Todd Jason, CFP	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx8	ame****************@a*.com
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Advans Group	50 W San Fernando St, San Jose, CA 95113	40856xxxx4	dpo@a***********.com
Michael Glantz - Thrivent	2021 The Alameda Ste 140, San Jose, CA 95126	40821xxxx4	ada****@t*****.com									116
Securities America Inc	1625 The Alameda, San Jose, CA 95126	40872xxxx6
Securities America Inc	1262 E Hamilton Ave, Campbell, CA 95008	40837xxxx1	aad******@s**************.com
Century Oak Financial Group	7500 Deveron Ct, San Jose, CA 95135	40826xxxx9	ru@c*******.com
Securities America Inc	101 Metro Dr, San Jose, CA 95110	40845xxxx0	aad******@s**************.com
Picone, Brandon	50 W San Fernando St, San Jose, CA 95113	40828xxxx1	ale********@m.com
Lindstrom, Andreas	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx4	acm*********@m**********.com
Wells Fargo Advisors	1250 Lincoln Ave, San Jose, CA 95125	40827xxxx2
Harryz Homez	72 N 27th St, San Jose, CA 95116	40827xxxx4
Kris Sorensen - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5
First Investors	2025 Gateway Pl Ste 420, San Jose, CA 95110	40845xxxx0
Myhomesus Investments	2787 Moorpark Ave San Jose, CA 95128	42477xxxx0	ada****@e****.com	3.4	5	5	1	4.8	67	3747	2043	3600
Chi Kim - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	and********@a*.com
Pruneyard Financial Group	51 East Campbell Ave Ste 140 Campbell, CA 95008	40837xxxx4	hel@r********.com			5	4
Fidelity Investments	398 W El Camino Real Sunnyvale, CA 94087	40873xxxx0	a61**@f*****.com	3.7	26	2.6	32			319987
Plenaris Advisory	950 S Bascom Ave San Jose, CA 95128	40829xxxx8	ple***********@g**.com
Klink, Judy	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx8	ale********@m.com
GPD Capital Service Inc	Santa Clara, CA 95050	40824xxxx0
Nes Financial	50 W San Fernando St Ste 300, San Jose, CA 95113	80033xxxx1	aam**@j*****.com
Glennon, William	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx3	acm*********@m**********.com
Patelco Credit Union	1790 S Bascom Ave Ste 110 Campbell, CA 95008	80035xxxx8	aab**@p****.org	3.7	27	4	69			34148	698
Daugavietis, Matthew, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx4	ame****************@a*.com							132688		134000
Elan, Asaph	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com	3.8	10
Fulton, Mitchell	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com
Kln Financial Group	5150 Graves Ave Ste 8A, San Jose, CA 95129	40886xxxx1	ken@k***.com
Susantio, Eric	50 W San Fernando St, San Jose, CA 95113	40828xxxx6	abc*@u.com
Stephanie Atalla - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx4	dns***@a*.com			5	2			16
Ramos, Clarissa	225 W Santa Clara St, San Jose, CA 95113	40896xxxx0	cla***********@a*.com
Financial Recovery As A Service	358 N Montgomery St, San Jose, CA 95110	40821xxxx6	a.a@l******.org	4	64
Brian Lombardo, CFP, CPA	2570 N 1st St, San Jose, CA 95131	40872xxxx0	adm***@g***********.com
Nack Duane	1999 S Bascom Ave Ste 470, Campbell, CA 95008	83180xxxx2	dns***@a*.com
MMM Investments Unlimited	1045 N 7th St, San Jose, CA 95112	40828xxxx8
Aslan, Ben Elie	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx4	acm*********@m**********.com
George Wu - Prudential Financial	1731 Technology Dr #600, San Jose, CA 95110	40875xxxx2	aar*****************@p*******.com	4.07
Fidelity National Financial	1500 E Hamilton Ave, Campbell, CA 95008	40837xxxx0	aar************@f.com
Edward Jones - Financial Advisor: Christina Biagi, AAMS™\|CRPC™	2280 Lincoln Ave Suite 100, San Jose, CA 95125	40844xxxx6	a.j*******@e********.com							83517
Financial Advisors U.S. Bancorp Investments	1998 S Bascom Ave, Campbell, CA 95008	40855xxxx5	aar**********@u***.com							345471	5393	348000
Morgan Stanley	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	aal*****@m**********.com							113325	3090	131000
Securities America Inc	4000 Moorpark Ave, San Jose, CA 95117	40855xxxx5
Kensington Financial Group	1101 S Winchester Blvd Ste I-208 San Jose, CA 95128	40824xxxx5	fil*@f********.com			5	1
MW Wealth Advisors	5615 Chesbro Ave, San Jose, CA 95123	40886xxxx2	and*@m************.com	4.25
Excel Trust Deed Investments	1314 Lincoln Ave #2A, San Jose, CA 95125	40856xxxx0	adm@e*****.com	4.813
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com	4.5	2					200	4	202
First Republic Bank	400 S San Antonio Rd Los Altos, CA 94022	65055xxxx0	aa@f************.com	4.6	8	4.1	14
Technology Credit Union	2010 N 1st St San Jose, CA 95131	80055xxxx0	abe*****@t***.com	3.4	32	4.2	349			2675		2600
Rohn, James	440 N Wolfe Rd, Sunnyvale, CA 94085	41540xxxx5	a.j*******@e********.com
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 N Almaden Blvd #810, San Jose, CA 95113	40891xxxx0	dns***@a*.com	5.02
Livia Argano Fiduciary	1165 Lincoln Ave, Ste 330 San Jose, CA 95125	40880xxxx9				3.7	3
LPL Financial - Blackmont Wealth Management Group	99 S Almaden Blvd Ste 600 San Jose, CA 95113	66923xxxx0	aar******@l.com			5	1
Coeus Financial	111 N Market St Ste 300 San Jose, CA 95113	40841xxxx5	bpl***@c***********.com									178
Transitions Wealth Advisors	1100 Lincoln Ave #241, San Jose, CA 95125	40835xxxx2	jsm*@t**********************.com	5	1
Financial Rescue	99 Almaden Blvd, San Jose, CA 95113	51081xxxx7	ang***@f***************.com							33099
Sami Najafi Shaeghi-Wealth Financial Advisor	50 W San Fernando St, San Jose, CA 95113	40849xxxx8	aab**@b**********.com					3	1064	98478	1602	99000
Vasona Financial Group	16615 Lark Ave, Los Gatos, CA 95032	40835xxxx0
Securities America Inc	160 W Santa Clara St, San Jose, CA 95113	40879xxxx4	aad******@s**************.com
World Financial Group	4655 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx8	dns****@a*****.com
Thomas Woodell - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx6	dns***@a*.com
Li, Di	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx4	ale********@m.com
Tom Cochran - Bancwest Investment Services Wealth Financial Advisor	3081 Mckee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com					3	1063	98474	1600	99000
Happy Realty	1245 S Winchester Blvd, San Jose, CA 95128	40886xxxx2	che@h*********.org
Mekong Community Center	2670 S White Rd, San Jose, CA 95148	40893xxxx3	inf@m*************.org
CJ International Service	1418 Main Entrance Dr, San Jose, CA 95131	40880xxxx9	bco@c*************.com
Fj De La Cruz Investmnts	12 S 1st St Ste 708, San Jose, CA 95113	40828xxxx1
Farkouh, David, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx2	ame****************@a*.com							132688		134000
Brenner Financial Services	475 Alberto Way, Los Gatos, CA 95032	40839xxxx0	hor@b*********************.com
Michael B Mulvihill Cfp	4030 Moorpark Ave, San Jose, CA 95117	40824xxxx1	dom**@a*********.com	3	2					2986	27	3500
Full Spectrum Financial	3333 Bowers Ave, Santa Clara, CA 95054	40820xxxx4
Cruse, Scott	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx3	acm*********@m**********.com
Edward Jones - Financial Advisor: Dennis H Laughlin, CFP®\|AAMS™	1165 Lincoln Ave #320, San Jose, CA 95125	40899xxxx5	a.j*******@e********.com							87358		99000
Zhang, Elaine	50 W San Fernando St, San Jose, CA 95113	40828xxxx7	ale********@m.com
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com	5	3
Edward Jones - Financial Advisor: Christina Biagi	2280 Lincoln Ave Ste 100 San Jose, CA 95125	40844xxxx6	a.j*******@e********.com			1	1			87586		100000
Edelman Financial Engines	3945 Freedom Cir Ste 950, Santa Clara, CA 95054	88875xxxx2	aar@e*************.com							18779	20	20000
Abundance Wealth Planning	39899 Balentine Dr Ste 200 Newark, CA 94560	51093xxxx7	jku@f*****************.com			5	9					111
Kathryn Calderon - Private Client Advisor	50 W San Fernando St Suite 425, San Jose, CA 95113	40848xxxx3	aab**@b**********.com					3.2	1062	98499	1591	99000
Smith, Gregory	50 W San Fernando St, San Jose, CA 95113	40891xxxx3	abc*@u.com
TD Ameritrade	19349 Stevens Creek Blvd Cupertino, CA 95014	40897xxxx0	api@t***********.com			3	4			646210	192	658000
Dehn, Daryl	50 W San Fernando St, San Jose, CA 95113	40828xxxx0	ale********@m.com
Citibank	10 Almaden Blvd Ste 100 San Jose, CA 95113	40821xxxx8	abb********@c*.com			2.4	24
C Denise Brodersen, CFP, CPWA - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx0	abc*@u.com
Ameriprise Financial	1919 S Bascom Ave Ste 100, Campbell, CA 95008	40896xxxx0	ame****************@a*.com							132688		134000
Case, Russell T, AGT	16190 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx8	a.j*******@e********.com							86082		96000
Johanson Financial Advisors, Inc.	2105 S Bascom Ave Ste 255 Campbell, CA 95008	40840xxxx9	inf@j***************.com	3.5	2					5389	47	5500
Pamela Matthews - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com
The Dwyer Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	83144xxxx7	int********@m**********.com	5.01
Rivermark Wealth Management	800 W El Camino Real Ste 180 Mountain View, CA 94040	40837xxxx7	inf@f******.com	5	6	5	1			254	21	290
Park Plaza Investment Company	111 W Saint John St San Jose, CA 95113	40828xxxx0
Sunhill Investments	San Jose, CA 95101	40825xxxx6				5	1
First Republic Bank	275 Los Gatos Saratoga Rd Los Gatos, CA 95030	40839xxxx5	aac********@f**********.com			4.4	15			89761	260
Cetera Investors	2025 Gateway Pl #420, San Jose, CA 95110	40845xxxx0	ale******@c************.com	1	3
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
Atalla, Stephanie	225 W Santa Clara St, San Jose, CA 95113	40896xxxx4	dns***@a*.com
Strategic Global Investment Services	1901 S Bascom Ave Ste 1550 Campbell, CA 95008	40837xxxx0	aar**********@r*********.com							17423		18000
Jim Galindo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
Fountain Strategies	3168 Kawalker Ln, San Jose, CA 95127	40839xxxx9
Baycal Financial Corp	304 N Beech Cir, San Jose, CA 95112	40845xxxx8
TechGirl Financial	155 E Main Ave Ste 170 Morgan Hill, CA 95037	80058xxxx2	chr*****@t**************.com
C-J Advisory	2060 The Alameda, San Jose, CA 95126	40834xxxx0	ach@s*************.com		46					150	6	158
Result	1551 Mccarthy Blvd, Milpitas, CA 95035	40852xxxx5	ann***@g**.com	4.5	30					998		1000
Justin Parkhurst - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
Emily Van Hoorickx - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx4
James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Triplett Financial & Insurance Services	1731 Technology Dr Ste 530, San Jose, CA 95110	40845xxxx1	inf@b************.net
Saso, Salvatore	50 W San Fernando St, San Jose, CA 95113	40828xxxx2	ale********@m.com
Merrill Lynch Wealth Management	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx1	3d@l****.ml	3.5	2
Thomas Woodell - Financial Advisor, Ameriprise Financial Services, LLC	1 N Almaden Blvd #810, San Jose, CA 95113	40891xxxx6	dns***@a*.com	5	1
Charles Schwab	240 3rd St Ste 100 Los Altos, CA 94022	65091xxxx3	ask****@s***.com			3.4	9
Dianne Lynch - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx3	dal***********@a*.com
Global Wealth Partners	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0	ana*@g********************.com		12			5	5			34
Katco Financial Services	917 Exmoor Way, Sunnyvale, CA 94087	40872xxxx0	fre@k******.com
Rogers Investment Advisors	2975 Bowers Ave Ste 107, Santa Clara, CA 95051	40856xxxx1	tim@r*************.com
Firsthand Capital Management	150 S Almaden Ave, San Jose, CA 95113	40829xxxx0		1	1
Simpson, Joseph	225 W Santa Clara St, San Jose, CA 95113	40894xxxx4	acm*********@m**********.com
Voya Services Company	4 N 2nd St, San Jose, CA 95113	40888xxxx0	aar@v*.com
Noval, Bradley	225 W Santa Clara St, San Jose, CA 95113	40896xxxx9	bno*@a*.com
Edward Jones - Financial Advisor: Tom Coombs	1625 The Alameda, Ste 601, San Jose, CA 95126	40829xxxx8	a.j*******@e********.com			5	1
Don Woo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	don**@r.com
Independent Financial Group	3150 Almaden Expy Ste 205, San Jose, CA 95118	40880xxxx3	con**************@t*********.com
Sawal, Dinesh, AGT	1 Almaden Blvd, San Jose, CA 95113	40828xxxx0	alf*********@a*.com
Into Wealth Inc	1551 Mccarthy Blvd, Milpitas, CA 95035	40826xxxx8	gov*******@i*******.com
Chen, Kevin	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx3	ale********@m.com
SDS Nexgen Partners LP	1122 Willow St, San Jose, CA 95125	40829xxxx4
Sun Wealth Advisor	5446 Thornwood Dr Suite 101, San Jose, CA 95123	40896xxxx7	del*@s*************.com
Raymond James	150 Almaden Blvd, San Jose, CA 95113	40827xxxx4	aar**********@r*********.com
Escalate Capital Partners	150 Almaden Blvd, San Jose, CA 95113	40820xxxx5	alv*@e************.com
SJ Accounting Consulting, CPA CFP	1525 Mccarthy Blvd Ste 1000 Milpitas, CA 95035		c18***************************@s***.wixpress	5	5	4.8	37
J.R. Financial & Insurance Services	2005 De La Cruz Blvd, #120, Santa Clara, CA 95050	40864xxxx2	and*@j**.com
Hack, Michael	225 W Santa Clara St, San Jose, CA 95113	40894xxxx4	acm*********@m**********.com
Carlton Pace - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
Duke Nguyen - Real Estate Way of Life	San Jose, CA 95112	66923xxxx2	duc*****@c****.com
Lupa Investors	280 Barnard Ave, San Jose, CA 95125	40829xxxx4	ang***@c*******.com
VOYA Financial Advisiors	1275 S Winchester Blvd, San Jose, CA 95128	40824xxxx2	inf@b***************.com
Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com
Lucie Honosutomo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx4	wms********@r.com							14763		16000
Wells Fargo Advisors	550 S Winchester Blvd Ste 601, San Jose, CA 95128	40824xxxx0	abc*@w***************.com							188351		189000
Frank, Rimerman + Co. LLP	60 S Market St Ste 500 San Jose, CA 95113	40827xxxx6	aa@f************.com			1	1
Ubaldi, Nancy, AGT	355 Santana Row, San Jose, CA 95128	40828xxxx8	acc*************@u.com
Honosutomo, Lucie	99 Almaden Blvd, San Jose, CA 95113	40894xxxx4	rbc*******@r.com							14775		16000
Danielle Sellers - Prudential Financial	1731 Technology Dr #600, San Jose, CA 95110	40875xxxx0	aar*****************@p*******.com	4.07
Alpha Cubed Investments, LLC	100 Century Center Ct King, San Jose, CA 95112	87772xxxx9	alp@a******************.com
Investy Financial Services	919 Story Rd #1200, San Jose, CA 95122	40885xxxx8		5	20
Better Credit USA	745 Distel Dr Ste 118 Los Altos, CA 94022	40865xxxx5	inf@b*****************.com	4.7	12	4.4	14	4.6	16	913		917
NF Wealth Mangement	4300 Stevens Creek Blvd, San Jose, CA 95129	40896xxxx7	dns***@a*.com	1	2					63	4	62
Fleming, Shayne	50 W San Fernando St, San Jose, CA 95113	40828xxxx9	ale********@m.com
Bank of the West	908 Blossom Hill Rd San Jose, CA 95123	40822xxxx4	sup**@a****.com	3.6	10	2.6	33	3	1026	98540	1422	99000
Shan, Mengxiao	50 W San Fernando St, San Jose, CA 95113	40826xxxx0	ale********@m.com
Silicon Valley Capital Partner	1731 Technology Dr, San Jose, CA 95110	40857xxxx2	chr@s*.com
DCI Mortgage & Investment	85 Saratoga Ave, Santa Clara, CA 95051	40865xxxx0	jk@d***************.com
Edward Jones - Financial Advisor: Jim Knipple	69 Washington St, Santa Clara, CA 95050	40898xxxx9
Corbin, Bill	225 W Santa Clara St, San Jose, CA 95113	40894xxxx4	acm*********@m**********.com
Merrill Investment & Retirement Financial Center	2611 N First St, San Jose, CA 95134	40896xxxx8	dom***************@b**********.com	5.01
Edward Jones - Financial Advisor: Christopher D Anderson	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4
Holly Investment Inc	4701 Patrick Henry Dr, Santa Clara, CA 95054	40821xxxx9
Trident Fund 1	3076 Union Ave, San Jose, CA 95124	40827xxxx5	amo**@t***************.com	3.3	7			5	8	167		171
Skyline Asset Management	121 W Washington Ave, Sunnyvale, CA 94086	40874xxxx7
Thrivent Financial For Lutherans	6066 McAbee Rd, San Jose, CA 95120	40826xxxx6	a.v@t*******.com
Flournoy Wealth Management	1165 Lincoln Ave Ste 330 San Jose, CA 95125	40827xxxx0	pam*******@l.com
First Republic Bank	401 San Antonio Rd Ste 68 Mountain View, CA 94040	65038xxxx8	aa@f************.com			5	7
Chinese Abraham Investment Advisor	20111 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx5	inf@c************.com
WisdomSource Wealth Advisory Group - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx3	dns***@a*.com							169		169
Wells Fargo Advisors	6465 Almaden Expy, San Jose, CA 95120	40827xxxx8
Siena Wealth Management Inc	1550 The Alameda Ste 300, San Jose, CA 95126	40828xxxx0	rho**@s********.com							5382	47	5500
Han, Eric, AGT	2105 S Bascom Ave, Campbell, CA 95008	40866xxxx7	ame****************@a*.com							132834
Clive Pollard - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	ama*******@a*.com							201	2	202
Ameriprise Financial	901 Campisi Way Ste 320, Campbell, CA 95008	40879xxxx5	ame****************@a*.com							132688		134000
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Wayne Peterson - Thrivent	2021 The Alameda Ste 140, San Jose, CA 95126	40898xxxx7	adm@d*********.com									107
Silicon Valley Investment Group - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx1	abc*@u.com
Whitaker Financial Services	1276 Lincoln Ave Ste 107, San Jose, CA 95125	40828xxxx0	fah@w********.com							216	7	203
The Tax Practice	1978 The Alameda, San Jose, CA 95126	40887xxxx9	har*@t********.com			3.7	3
T & T Financial Service	3619 Lago De Bracciano St, San Jose, CA 95148	40888xxxx3
Monica Bellizzi - Thrivent	6066 Mcabee Rd, San Jose, CA 95120	40826xxxx6	adm@d*********.com
Potentia Wealth	1226 Lincoln Ave #200, San Jose, CA 95125	40828xxxx6	ask@p*************.com							355	19	357
The Blue Jade Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3	blu******@r.com
O'Connor, Ting, AGT	50 W San Fernando St, San Jose, CA 95113	40891xxxx8	abc*@u.com
Divorce Capital Planning	1 Almaden Blvd, Ste 610 San Jose, CA 95113	40899xxxx0	doe***@d*******************.com			5	9
Legacy Resources Group	1141 Ringwood Ct Ste 140, San Jose, CA 95131	40871xxxx3	c18***************************@s***.wixpress
Global Wealth Partners	1764 The Alameda San Jose, CA 95126	40823xxxx0	ana*@g********************.com		87	1	1	5	5			35
Mai, Lun, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx6	ame****************@a*.com							132688		134000
Mosley, Timothy	50 W San Fernando St, San Jose, CA 95113	40828xxxx1	ale********@m.com
American Express Financial Advisors	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx0
Ion Your Life LLC	3550 Stevens Creek Blvd Ste 340, San Jose, CA 95117	40824xxxx0
Hilary Hendershott Wealth Management	1922 The Alameda, San Jose, CA 95126	40876xxxx5
Tom Bruckner - Thrivent	2021 The Alameda Ste 140, San Jose, CA 95126	40821xxxx4	adm@d*********.com
Charles Schwab	335 N Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx0	ej.******@s***.com	3	5	2.4	12
Platinum Retirement Solutions	1101 S Winchester Blvd Ste A109, San Jose, CA 95128	40824xxxx7	inf@p*************************.com									2
Walsworth, Allan K	225 W Santa Clara St, San Jose, CA 95113	40894xxxx5	acm*********@m**********.com
San Ignacio Investors	6203 San Ignacio Ave, San Jose, CA 95119	40828xxxx4
First Union	2900 Lakeside Dr, Santa Clara, CA 95054	40874xxxx0	aar********@w*******.com							157015		11
Diamond Rose Financial	1030 E El Camino Real, Sunnyvale, CA 94087	40821xxxx7
Tan, Jitian	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx2	ale********@m.com
Philip T Castaneda - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Ferreira, Todd	225 W Santa Clara St, San Jose, CA 95113	40896xxxx4	dns***@a*.com
Wealth Management	75 E Santa Clara St Ste 450 San Jose, CA 95113	40829xxxx7
San Jose Tax Services	639 Tully Rd, San Jose, CA 95111	40829xxxx4				4.2	129
Merrill Lynch Wealth Management	5300 Stevens Creek Blvd Ste 120, San Jose, CA 95129	40855xxxx0	aas**********@m.com
Merrill Investment & Retirement Financial Center	4075 Evergreen Village Square #170, San Jose, CA 95135	40882xxxx0	dom***************@b**********.com	5.01
Luu, Andre	560 S Winchester Blvd, San Jose, CA 95128	40861xxxx7	ban********@e**.bankofamerica		11
Potentia Wealth	1226 Lincoln Ave, San Jose, CA 95125	40828xxxx6	ask@p*************.com							354	19	356
Ani Thambi Financial	7181 Galli Ct, San Jose, CA 95129	40886xxxx7
Early Growth Financial Services	2033 Gateway Pl, San Jose, CA 95110	41523xxxx7	ada**@e*************************.com
Johnson, Derek	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx4	ale********@m.com
Cunningham, Philip J	225 W Santa Clara St, San Jose, CA 95113	40894xxxx6	acm*********@m**********.com
Parker, Chad Jacob, AGT	1 Almaden Blvd, San Jose, CA 95113	40828xxxx0	ame****************@a*.com							200	4	202
Castaneda-Sargenti-Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Wealthstone Asset Management Group of Raymond James	150 S Almaden Blvd Suite # 1375, San Jose, CA 95113	40853xxxx5	aar**********@r*********.com	5.02
Silicon Valley Risk Insurance	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0	ebe@e******.com
Woodell, Thomas, AGT	1 Almaden Blvd, San Jose, CA 95113	40891xxxx6	dns***@a*.com
Van Hofwegen, Joel, AGT	2105 S Bascom Ave, Campbell, CA 95008	65023xxxx3	dns***@a*.com
Wallis, Timothy	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com
Albert Hsia - Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alb********@a*.com
Brian’s Trade	Sunnyvale, CA 94089	66920xxxx4
Jose L G Insurance	2149 Alum Rock Ave, San Jose, CA 95116	40893xxxx4
Todd Jason Armer - Financial Advisor, Ameriprise Financial Services	1999 S Bascom Ave Ste 700, Campbell, CA 95008	40887xxxx2	dns***@a*.com
Anderson, Adam	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx7	acm*********@m**********.com
Financial Journey Partners	101 Metro Dr Ste 264 San Jose, CA 95110	40896xxxx8	ari**@f*************.com			5	2
B P Financial Service	3710 Stevens Creek Blvd, San Jose, CA 95117	40831xxxx6		4.1	20
Kleinsmith, Michael	50 W San Fernando St, San Jose, CA 95113	40828xxxx1	ale********@m.com
Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	deb*************@a*.com							88		90
Young, Barbara	355 Santana Row, San Jose, CA 95128	40828xxxx9	abc*****@u.com
Telesky Financial Services	1475 S Bascom Ave Ste 112, Campbell, CA 95008	40855xxxx0	jdt*@g**.com
Sun Financial Group	1590 Oakland Rd, San Jose, CA 95131	40843xxxx8
The Cribari Waggoner Group-Morgan Stanley	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx1	acm*********@m**********.com
Agrawal, Namrata	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx4	ale********@m.com
Financial Aid	2100 Moorpark Ave, San Jose, CA 95128	40828xxxx1	aar*********@s*.edu
World Financial Group	920 Hillview Ct Ste 135, Milpitas, CA 95035	40844xxxx2
Vu, Hung T, CFP	1700 Winchester Blvd, Campbell, CA 95008	40837xxxx8	dns***@a*.com
Valley Wealth Advisors	51 E Campbell Ave, Campbell, CA 95008	40868xxxx8	chr@s********.com
Moa Financial Group Inc	1754 Technology Dr, San Jose, CA 95110	40837xxxx0	col******@g**.com
Fremont Coin Gallery	3769 Peralta Blvd Ste L Fremont, CA 94536	51079xxxx1				3.8	17
Golden Trust Financial Corporation	2690 S White Rd, San Jose, CA 95148	40852xxxx2	inf@g*************.com					5	15	589	139	600
Adeline Mortgage Team	1601 S De Anza Blvd Ste 260 Cupertino, CA 95014	65063xxxx8	ade**@a********.com	5	79	4.7	58
Towne Investment	3001 Winchester Blvd, Campbell, CA 95008	40836xxxx7
Burns, Michael	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx9	ale********@m.com
Foss Financial Services	San Jose, CA 95125	40869xxxx8	dan@f********************.com			3	2
My Truong - Ameriprise Financial Services	1700 S Winchester Blvd Ste 103 Campbell, CA 95008	66930xxxx8	dns***@a*.com
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	47
Edward Jones	2280 Lincoln Ave Suite 100, San Jose, CA 95125	40844xxxx6	a.j*******@e********.com							87358		99000
Wells Fargo Advisors	225 W Santa Clara St, San Jose, CA 95113	40894xxxx2	a-w*************@w***************.com							188351		189000	1	1
Witt Certified Kevin Counselor	1610 Blossom Hill Rd, San Jose, CA 95124	40826xxxx0
Witshub Inc	4500 Great America Pkwy, Santa Clara, CA 95054	65050xxxx6	lei@w******.net	3.9	58
Silicon Valley Capital Partners	1731 Technology Dr #810, San Jose, CA 95110	40823xxxx0	chr@s*.com	5	1
Sam Granato & Laura Leavitt	1275 S Winchester Blvd Ste B San Jose, CA 95128	40824xxxx1				5	2
Parkhurst, Justin	99 Almaden Blvd, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
Guardian Investments & Tax Service	441 N Central Ave Campbell, CA 95008	40837xxxx0
American Funding and Financial Corp	150 Almaden Blvd, San Jose, CA 95113	40885xxxx0
James Motteler - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com	3.52
Team Ucd	675 N 1st St, San Jose, CA 95112	40821xxxx1
Heiman, David A	225 W Santa Clara St, San Jose, CA 95113	40894xxxx2	acm*********@m**********.com
Wells Fargo Advisors	1995 El Camino Real, Santa Clara, CA 95050	40823xxxx0			24
Nationwide Insurance - Pedro Garcia & Co.	1390 S Winchester Blvd Ste B2, San Jose, CA 95128	40838xxxx0
Nationwide Exchange Services Corp	50 W San Fernando St, San Jose, CA 95113	40836xxxx0
Vu, Hung, AGT	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx8	dns***@a*.com
Silverberg, Alan	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	int********@m**********.com
Craig Curtis Uffelman - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Firsthand Technology Value Fund	150 S Almaden Ave #1250, San Jose, CA 95113	40888xxxx6	inf@f**********.com	1.01
Npc	3880 S Bascom Ave, San Jose, CA 95124	40854xxxx0	dav************@l.com
Hynek Financial Adviser's	333 W Santa Clara St Ste 606, San Jose, CA 95113	40899xxxx0	gay*****@l.com
Stasiak Ronald	51 E Campbell Ave, Campbell, CA 95008	40837xxxx0	ame****************@a*.com
FIG Capital	1091 Lincoln Ave, San Jose, CA 95125	40829xxxx0	dhc***@f*******.com
UBS Financial Service	750 University Ave Ste 250, Los Gatos, CA 95032	40882xxxx0	aar*****@u.com
Northwestern Mutual Financial Network	60 S Market St Ste 600 San Jose, CA 95113	40827xxxx0
Fornine Investment Co	2377 Senter Rd, San Jose, CA 95112	40829xxxx5
Edward Jones - Financial Advisor: Robert W Diaz	1309 S Mary Ave Ste 204, Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com									82
McAtee, Barbara L, AGT	1 Almaden Blvd, San Jose, CA 95113	40891xxxx0	bar***********@a*.com
Raymond Regala - Financial Advisor, Comerica Financial Advisors, a financial advisory practice of Ameriprise Financial Services	333 W Santa Clara St, San Jose, CA 95113	40855xxxx0	dns***@a*.com
Otto Marisa Investmt Rep	1625 The Alameda San Jose, CA 95126	40829xxxx8
Ameriprise Financial Services, Inc.	1919 S Bascom Ave Ste 100, Campbell, CA 95008	40896xxxx0
McKellar, Debbie, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx2	deb*************@a*.com
Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alf*********@a*.com									128
Yoshihara Financial Group	161 Jackson St Ste 210, San Jose, CA 95112	40828xxxx0
Martin, Daniel, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx0	ama*******@a*.com
Jeffrey Raegen - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	arm********@a*.com	4.5	2	1	1			200	4	202
Wells Fargo Bank	4888 San Felipe Rd Ste 1 San Jose, CA 95135	40823xxxx8	aar********@w*******.com	4.3	12	3.2	30
Sage Point Financial	4950 Hamilton Ave Ste 107, San Jose, CA 95130	40837xxxx7	dom**@a*********.com							2773	26	3300
Chamberlain Financial Planning & Wealth Management	644 N Santa Cruz Ave Ste 12 Los Gatos, CA 95030	80034xxxx0				5	1
Rubin, Noah, CFA	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx1	acm*********@m**********.com
Valerie Nguyen-Private Client Advisor	50 W San Fernando St, San Jose, CA 95113	40831xxxx1	aab**@b**********.com							40848	177	41000
3P Equity Partners, LLC	3031 Tisch Way #130, San Jose, CA 95128	40898xxxx0	inf@3******.com
Stonecastle Land & Home Financial	19925 Stevens Creek Blvd, Cupertino, CA 95014	92583xxxx0	ami**@s***********.com
Todd Ferreira - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	amb**************@a*.com							63	4	62
New Dawn Investments	Cupertino, CA 95014	51266xxxx2	aar@n***************.com			5	2
Insurance Solutions by JCA	867 American St Ste 200 San Carlos, CA 94070	65054xxxx9	dd0***************************@s***.wixpress		2	4.9	7					60
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services	920 Saratoga Ave Ste 105C, San Jose, CA 95129	40849xxxx9	dns***@a*.com							49		50
Farmers Insurance - Todd Courtney	1405 S Bascom Ave, San Jose, CA 95128	40829xxxx9	aar********@f****.com
Bridgeport Financial Inc	1510 Park Ave, San Jose, CA 95126	40829xxxx5	job@b*****************.com	1.2	13
Ameriprise Financial Advisors	1 Almaden Blvd Ste 810 San Jose, CA 95113	40828xxxx0	bri*******@a*.com			3	2
Ameriprise Financial Advisors	51 E Campbell Ave Campbell, CA 95008	40837xxxx0				5	1
American Dream Financial	5326 Knights Est, San Jose, CA 95135	40823xxxx1	hos*****@d*****.com
Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™	12297 Saratoga Sunnyvale Rd Ste 200, Saratoga, CA 95070	40887xxxx1	a.j*******@e********.com							87384		100000
Aspire Planning Associates	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40833xxxx4	bet@a************.com
Vested Financial Planning	San Carlos, CA 94070	65071xxxx4	edb***********************************@w***************.com			5	33					165
Platinum Investment Partners Inc	5540 Almaden Expy, San Jose, CA 95118	40826xxxx7	b.r***@p*****.com							13	25
CONCERT Global Group LTD	1900 The Alameda Fl 3 San Jose, CA 95126	40885xxxx0	a@c************.com
Morgan Stanley Wealth Management	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx4	acm*********@m**********.com
Into Wealth Inc	2077 Gold St, Alviso, CA 95002	40826xxxx8
Ucb Investment Services	1715 Lundy Ave San Jose, CA 95131	40844xxxx8
Global Portfolio Dimensions	900 E Hamilton Ave Ste 100 Campbell, CA 95008	40842xxxx4
Bayzaie, Nooran	50 W San Fernando St, San Jose, CA 95113	40828xxxx9	ale********@m.com	2.7	16
The Reinalt-Thomas Corp	4595 Stevens Creek Blvd, Santa Clara, CA 95051	40824xxxx6
Hsia, Albert, AGT	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alb********@a*.com
Wealth Cairn	910 E Hamilton Ave Ste 350 Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress									235
Le, Thuyhuong	1919 S Bascom Ave Ste 100, Campbell, CA 95008	40896xxxx0	dns***@a*.com
Srs Financial Services	2114 Senter Rd, San Jose, CA 95112	40856xxxx3	con**************@t*********.com
Lloyd, William	50 W San Fernando St, San Jose, CA 95113	40828xxxx6	ale********@m.com	2.7	16
L & A	30 Union Ave, Campbell, CA 95008	40837xxxx1	ame****************@a*.com							132688		134000
Silicon Valley Wealth Management Group	560 S Winchester Blvd Ste 500, San Jose, CA 95128	40870xxxx4											4	2
Capital Planning Partners	1 Almaden Blvd Ste 610, San Jose, CA 95113	40899xxxx3	inf@d************.com
Siena Wealth Management	3055 Olin Ave, San Jose, CA 95128	40824xxxx0	rho**@s********.com							5382	47	5500
Technology Credit Union	846 Blossom Hill Rd San Jose, CA 95123	80055xxxx0	abe*****@t***.com	4.1	10	4.4	71
Yan, Lin	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx0	acm*********@m**********.com
Charles Schwab	438 E El Camino Real Sunnyvale, CA 94087	40852xxxx0	ej.******@s***.com	3.7	15	3.2	18
Laura Jarrell-Morgan Stanley	225 W Santa Clara St, San Jose, CA 95113	40894xxxx1	acm*********@m**********.com
Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com
California Development Regional Center	San Jose, CA 95123	40828xxxx8
Financial Advisors U.S. Bancorp Investments	2875 The Villages Pkwy, San Jose, CA 95135	40822xxxx1	aar**********@u***.com							345471	5393	348000
Charles Schwab	30 S First St Campbell, CA 95008	40834xxxx0	app*****************@s***.com			3.2	23
Omni Financial Services	50 Airport Pkwy, San Jose, CA 95110	40843xxxx3
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com	5	3					169		169
Securities America Sure Tax Consultants	1530 Meridian Ave, San Jose, CA 95125	40897xxxx0	aad******@s**************.com
Sackett Brooks C Cfp Cima Chief Capital Management.	1581 Camino Monde San Jose, CA 95125	40897xxxx3
Global Properties & Financial Services Inc	2053 Wendover Ln, San Jose, CA 95121	40827xxxx0
Wells Fargo Advisors	191 Branham Ln, San Jose, CA 95136	40836xxxx1
Wells Fargo Private Bank	225 W Santa Clara St UNIT 1400, San Jose, CA 95113	40894xxxx0	aar********@w*******.com	4.3	3
O'Connor, Ting	5300 Stevens Creek Blvd, San Jose, CA 95129	40826xxxx1	ale********@m.com
Henry Hormozian Financial Service	6475 Camden Ave, San Jose, CA 95120	40867xxxx0	inf@h*****************.com
Solutions Wealth Management	1777 Hamilton Ave Ste 1040, San Jose, CA 95125	40862xxxx8	jon********@l.com							42		48
Peter Jung - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	40855xxxx3	dns***@a*.com
Bryan Russell - Mortgage Consultant	750 University Ave Ste 275 Los Gatos, CA 95032	40865xxxx5	aas*@o*********.com			5	10
Stephanie Atalla - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com		6					16		20
Clarissa Ramos - Associate Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	cla***********@a*.com
Adriaan Financial Associates	19925 Stevens Creek Blvd, Cupertino, CA 95014	40820xxxx6	ald@a*********.com
Yeh, Michelle	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx8	ale********@m.com
Galdieri, Casey	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Thomas Woodell - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx6	dns***@a*.com
The Brenner Group Inc	19200 Stevens Creek Blvd Ste 200, Cupertino, CA 95014	40887xxxx0	asp*@t************.com
Citibank	2830 Alum Rock Ave San Jose, CA 95127	40845xxxx5	abb********@c*.com	2.7	23	2.1	20
Lincoln Investment Planning	117 Belwood Gtwy, Los Gatos, CA 95032	21588xxxx1	aam**@l**************.com
Albert Hsia - Financial Advisor, Ameriprise Financial Services, LLC	1905 The Alameda, San Jose, CA 95126	40828xxxx0	dns***@a*.com
Aveni & Malatesta Family Invest	233 E Weddell Dr, Sunnyvale, CA 94089	40873xxxx0
Morgan Stanley Wealth Management	1310 El Paseo De Saratoga, San Jose, CA 95130	40837xxxx0	aar*********@m*********************.com
Gray, Lauren	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com
Stonebridge Global Investments	111 W St John St Ste 230 San Jose, CA 95113	88833xxxx6	dea*@s************.com
Cumulus Financial Group	900 E Hamilton Ave, Campbell, CA 95008	40882xxxx9	use@c**************.com										5	1
Beal Service Corp	5180 Stevens Creek Blvd, San Jose, CA 95129	40891xxxx2	a.b*@b*****.com
Wealth Strategies Group	225 W Santa Clara St Ste 1450 San Jose, CA 95113	51057xxxx8
Joe Wu, CPA	Walnut Creek, CA 94598	92577xxxx9	joe@j*****.com			4.9	31
Ericson Financial Solutions	18790 Withey Rd Monte Sereno, CA 95030	40835xxxx0
Fireside Financial Planning	1975 Hamilton Ave Ste 6A San Jose, CA 95125	40837xxxx1	cb.*******@g**.com			5	2
Liberty First Financial	2875 Moorpark Ave Ste 100, San Jose, CA 95128	40861xxxx0	inf@l**********.com
Heckman Financial & Insurance Services	333 W Santa Clara St Ste 604 San Jose, CA 95113	40829xxxx0	nn@w************.com	4.6	7	5	2				100
William A Corbin - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx4	acm*********@m**********.com	5.01
CU Financial Partners	1875 S Bascom Ave, Campbell, CA 95008	40886xxxx2	lyu***@a*****.com
Jason Silva - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx6	acm*********@m**********.com	3.02
John Plaza	835 Blossom Hill Rd Ste 220, San Jose, CA 95123	40844xxxx0	inf@f*********.com							83		114	5	1
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com	5	1
B & R Accounting	1900 Camden Ave Ste 204, San Jose, CA 95124	40824xxxx6	bob@b************.com	5	7
Carol Hack - Thrivent	1515 Meridian Ave Ste 201, San Jose, CA 95125	40848xxxx9	adm@d*********.com
Sunhill Investments	Cupertino, CA 95014	40825xxxx6
Wayne Loi - Wealth Financial Advisor	50 W San Fernando St Suite 425, San Jose, CA 95113	40849xxxx6	3d@b************.com					3.2	1063	98496	1593	99000
Financial Mastery Group	675 North First St Ste 1240 San Jose, CA 95112	40888xxxx0
Oakhurst Financial	1059 Fremont Ave Los Altos, CA 94024	40821xxxx3	jer@o**************.com			5	5
Investment House LLC	1515 Lincoln Ave, San Jose, CA 95125	40828xxxx3	joa*@y****************.com
Wells Fargo Advisors	130 Blossom Hill Rd, San Jose, CA 95123	40857xxxx1
Morgan Stanley Financial Advisors	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	3d@a******.morganstanley	5	1
Galiher, Gaylord	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com
Eva Prasad	2221 Oakland Rd Ste 100 San Jose, CA 95131	40860xxxx4	ont********@h**********.com
Kotov, Dimitar, AGT	1999 S Bascom Ave, Campbell, CA 95008	40887xxxx7	ame****************@a*.com							132688		134000
Global Wealth Partners, Inc.	1764 The Alameda, San Jose, CA 95126	40823xxxx0	ama**@g********************.com	5	1			5	5			35
Altos Financial Planning Associates	4100 Moorpark Ave Ste 104, San Jose, CA 95117	40824xxxx1	alt*****@e******.net
Citi Personal Wealth Management	2189 Quimby Rd, San Jose, CA 95122	40853xxxx5	aar********@c******.com	3.2	25
Pan Capital	989 Leo Dr, San Jose, CA 95129	40887xxxx9
City National Bank	1 Almaden Blvd Ste 100 San Jose, CA 95113	40839xxxx0	aba*****@n*****.cnb			3.7	3
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 S Almaden Ave #810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Manu, Sandy, CFP	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx4	ale********@m.com
McKenzie, Peter Anthony, AGT	3031 Tisch Way 110 Plz W, San Jose, CA 95128	40829xxxx2	ali***********@p******.com
Lee, Kenneth, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx6	ang*******@a*.com
The Grizzly Bull LP	1080 Minnesota Ave, San Jose, CA 95125	40832xxxx4
Ung Financial & Insurance	3110 Haga Dr, San Jose, CA 95111	40822xxxx6	aar@u.edu
Jianyi Investment Development Inc	4633 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx9
Invesmart	55 Almaden Blvd, San Jose, CA 95113	40896xxxx0
Fiscally Fit	Los Altos, CA 94022	65096xxxx0	abb@f********.us			5	4
DeWinter Group	1919 S Bascom Ave, Campbell, CA 95008	40829xxxx0	aai*****@d**********.com
Aegis Financial Advisory	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40868xxxx1	joe@a************.com							107		105
Chiem, Jonathan	525 W Remington Dr, Sunnyvale, CA 94087	40860xxxx6	a**00@a*****.com
Raymond James	51 E Campbell Ave Unit 109, Campbell, CA 95009	40837xxxx0	con**@a********.com
Top of the Line Investments	1265 N Capitol Ave, San Jose, CA 95132	40866xxxx5		5.01
By The Bay Investments No 7741	655 Coleman Ave San Jose, CA 95110	40829xxxx0
Von Baron Wealth Management	174 N 14th St San Jose, CA 95112	40888xxxx0	dj@v*********.com
Leec Financial	3033 Moorpark Ave, San Jose, CA 95128	40824xxxx1	har@f***********.com
Troy Beck - Thrivent	2021 The Alameda Ste 140, San Jose, CA 95126	92042xxxx6	adm@d*********.com
Clifton Santikul - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5	wms********@r.com							14763		16000
Chaykin, Robert	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx4	acm*********@m**********.com		14
Boyd Tax Counselors	4030 Moorpark Ave Ste 120 San Jose, CA 95117	66944xxxx7	mmu*****@s*************.com			3.4	5
Kyaw, Tin	50 W San Fernando St, San Jose, CA 95113	40828xxxx3	ale********@m.com
Tehrani, Ahmad, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx4	ame****************@a*.com							132688		134000
Mashvisor	532 Railway Ave Apt 729, Campbell, CA 95008	41574xxxx8	adv**@m******.com
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com	4.3	3
Sequoia Wealth Advisors & Investment Management	99 Almaden Blvd Ste 925 San Jose, CA 95113	40864xxxx0	nn@s********.com
Fidelity Investments	4160 N First St, San Jose, CA 95134	80054xxxx9	cop*********@f.com	2.9	22					328870		352000
Prudential-Pacific Financial Group	1731 Technology Dr Ste 600, San Jose, CA 95110	40845xxxx0	a.w***@p*******.com
Daves Ave Investments	17994 Daves Ave, Monte Sereno, CA 95030	40835xxxx1
Jing Chien - Ameriprise Financial Services	1999 S Bascom Ave Ste 470 Campbell, CA 95008	40837xxxx0	cor*********@a*.com			5	1
Hoppe Financial	505 W Olive Ave Ste 100, Sunnyvale, CA 94086	40873xxxx5
Fidelity Investments	4160 N 1st St San Jose, CA 95134	80054xxxx9	a61**@f*****.com			2.2	14
Silicon Valley Financial Group	950 S Bascom Ave, San Jose, CA 95128	40828xxxx0	bec@s*.com
Daekyo America	4300 Stevens Creek Blvd, San Jose, CA 95129	40824xxxx5
Simpson, Richard	3945 Freedom Cir, Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
Blue Wave Investing	1190 Saratoga Ave, San Jose, CA 95129	40845xxxx5		5.02
Noval, Bradley, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx9	ame****************@a*.com							132688		134000
World Financial Group Inc	1850 Warburton Ave, Santa Clara, CA 95050	40839xxxx3	con**************@t*********.com
Shawn Okumura, CFP CMFC	1100 Lincoln Ave Ste 240 Transitions Wealth Advisors San Jose, CA 95125	40835xxxx2				5	1
Moyers, Jason	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Wells Fargo Advisors	1006 Blossom Hill Rd, San Jose, CA 95123	40844xxxx4
Hillis Financial SVC	333 W Santa Clara St Ste 604, San Jose, CA 95113	40828xxxx1
Raegen, Parker and Associates - Ameriprise Financial Services, LLC	1905 The Alameda, San Jose, CA 95126	40828xxxx0	dns***@a*.com
Waddell & Reed Bay Area Market	1999 S. Bascom Ave Suite 400, Campbell, CA 95008	40836xxxx0	6d3***********************************@w***************.com
Financial Knowledge	6980 Santa Teresa Blvd Ste 203, San Jose, CA 95119	40841xxxx0	c4a***********************************@w***************.com
Julie Ping He, CFP - Gateway Financial Advisor	2570 North First St Ste 200 San Jose, CA 95131	40850xxxx8	adm***@g***********.com			5	8
DWR Wealth Management	1884 The Alameda San Jose, CA 95126	40826xxxx0	rex@d*********.com
U.s. Bank Atm - Capital Swap Meet	3630 Hillcap Ave, San Jose, CA 95136	80087xxxx7	dpr*@w*******.com	4.2	1508			4.7	267	25012	26675	32000
Pirotta Financial Service	1520 The Alameda, San Jose, CA 95126	40828xxxx0	pir**@e******.net
Net Equity Advisors	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx3
Papadoyannis & Associates - Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com							396
American Express	5155 Stevens Creek Blvd, Santa Clara, CA 95051	40824xxxx5	aar@a************.com
Morgan Stanley Wealth Management	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Pearce, Justin	50 W San Fernando St, San Jose, CA 95113	40828xxxx2	ale********@m.com
Edward Jones - Financial Advisor: Steve Duffy	900 Lafayette St Ste 503, Santa Clara, CA 95050	40824xxxx1	a.j*******@e********.com							87384		100000
Pacific Light Financial & Insurance Service Inc	1912 Otoole Way, San Jose, CA 95131	40871xxxx8
Byrnes, Terrence	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx3	ale********@m.com
Private Wealth Financial Partners	2105 S Bascom Ave, Campbell, CA 95008	40887xxxx7	pwf******@l.com
Ting O’Connor Private Wealth - UBS Financial Services Inc.	50 W San Fernando St 8th Fl, San Jose, CA 95113	40891xxxx8	abc*@u.com
Cribari Jr, Ted	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx9	acm*********@m**********.com
World Financial Group Inc	2107 N 1st St, San Jose, CA 95131	40857xxxx0	con**************@t*********.com
Rubins Financial Strategies	1625 The Alameda, San Jose, CA 95126	70754xxxx9
Castelli Financial	236 N Santa Cruz Avenue Ste 240 Los Gatos, CA 95030	40883xxxx4	joh@c***************.com			5	36
Leeward	1046 W Taylor St, San Jose, CA 95126	40827xxxx7	joh*****@l*************.com									172
Voya Financial	20480 Pacifica Dr, Cupertino, CA 95014	40887xxxx8	aar@v*.com
Davis Financial Management	2105 S Bascom Ave, Campbell, CA 95008	40834xxxx0	ali@d****.com
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services, LLC	920 Saratoga Ave # 105C, San Jose, CA 95129	40849xxxx9	dns***@a*.com	5.09
Williams Howie And Associates A Branch Of American Express	4675 Stevens Creek Blvd, Santa Clara, CA 95051	40826xxxx3	aar@a************.com							920868		79
Wells Fargo Advisors	1111 Washington St, Santa Clara, CA 95050	40823xxxx0
Perrone Leonard B	PO Box 2361, Saratoga, CA 95070	40886xxxx9
Reltron	2994 Scott Blvd, Santa Clara, CA 95054	40823xxxx0	inf@r*****.com
*ETRADE - Temp. CLOSED**	124 University Ave Palo Alto, CA 94301	86678xxxx5	adv**********@e***.com			1.7	20			166404		170000
SV San Jose Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Machado, Thomas	50 W San Fernando St, San Jose, CA 95113	40858xxxx9	ale********@m.com
JPG Wealth Solutions Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5
O'Connor, Ting	355 Santana Row, San Jose, CA 95128	40891xxxx8	abc*****@u.com
Wells Fargo Advisors	360 N Capitol Ave, San Jose, CA 95133	40834xxxx5
C2 Financial Corp	1930 Camden Ave, San Jose, CA 95124	40861xxxx0	elv@e*********.com
Rhone, Dedrick	16000 Los Gatos Blvd, Los Gatos, CA 95032	40894xxxx7	acm*********@m**********.com
Canterbury Sales	3002 Breen Ct, San Jose, CA 95121	40822xxxx9
Edward Jones - Financial Advisor: Linh B Thai	298 S Sunnyvale Ave, Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com							87631		100000
Reliance Fund	2200 Eastridge Loop #730612, San Jose, CA 95173	88898xxxx9	off*@r*********.com	4	4
Roat, Leon, AGT	1 Almaden Blvd, San Jose, CA 95113	40891xxxx0	ame****************@a*.com							132834
Stifel	550 S Winchester Blvd, San Jose, CA 95128	40898xxxx1	abb**@s***.com							4743		5200
Edward Jones - Financial Advisor: Marisa C Otto	275 Tennant Ave Ste 206A Morgan Hill, CA 95037	40877xxxx0	a.j*******@e********.com			5	1					7
Bane, Randall	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx1	ale********@m.com
Sevimli Capital	1055 E Brokaw Rd #30, San Jose, CA 95131	40830xxxx0
Bay Area Financial Services	12 S 1st St Ste 816, San Jose, CA 95113	40828xxxx6
Morling Financial Advisors	39355 California St Ste 201A Fremont, CA 94538	84466xxxx4	axx******@m*********************.com
Ho Quang Nhut Insurance Agency	San Jose, CA 95122	40822xxxx3				4	19
Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com							169		167
Jfp Investment	3550 Stevens Creek Blvd, San Jose, CA 95117	40864xxxx8
World Financial Group Inc	10710 Johnson Ave, Cupertino, CA 95014	40875xxxx2	con**************@t*********.com
Ameriprise Financial	2105 S Bascom Ave Ste 295, Campbell, CA 95008	40866xxxx8	dns***@a*.com
Oliveri, Rosario	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx6	ale********@m.com
Global Capital Wealth Management	1048 Lincoln Ave San Jose, CA 95125	40827xxxx7	maz*@g***.com
Kennsei Trading	83 Metro Dr Silicon Valley, CA 95110	40863xxxx3
Ameriprise Financial	225 W Santa Clara St Ste 1600, San Jose, CA 95113-1723	40896xxxx9	dns***@a*.com
Kim, Chi H	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx9	and********@a*.com
Wells Fargo Advisors	1 Almaden Blvd Ste 1000, San Jose, CA 95113	40828xxxx0	abc*@w***************.com							188351		189000
Kohli, Vikram, MBA	3130 De La Cruz Blvd, Santa Clara, CA 95054	40898xxxx5	dns***@a*.com
O'Donnell Financial Group	69 E Hamilton Ave, Campbell, CA 95008	40854xxxx9	bet@o*******.com
Bisceglia Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx4	abc*****@u.com
Nature Insurance Agency	2162 Ringwood Ave, San Jose, CA 95131	40832xxxx8
UBS Financial Services Inc	50 W San Fernando St, San Jose, CA 95113	40828xxxx0	aar*****@u.com							229697		242000
Charles Schwab	10 E Hamilton Ave Ste 800, Campbell, CA 95008	40834xxxx0	fra*********@s***.com
Quach, Chien, Styczynski & Associates - Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40888xxxx9	cor*********@a*.com
Ucb Investment Services	1001 Story Rd San Jose, CA 95122	40828xxxx8
Caravel Investments Inc	3221 Stevens Creek Blvd, San Jose, CA 95117	40824xxxx7
Cymrot, Craig, CFP	225 W Santa Clara St, San Jose, CA 95113	40894xxxx9	acm*********@m**********.com
Michael Adiutori - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx1	dns***@a*.com
MainStreet Financial Planning - Los Gatos	236 N Santa Cruz Ave Ste 237 Los Gatos, CA 95030	88889xxxx3	nn@m*****************.com			5	3
Davne Investments	976 S 1st St, San Jose, CA 95110	40829xxxx2
Authentikos Advisory	1295 E Dunne Ave Ste 215 Morgan Hill, CA 95037	84432xxxx1	bxx******@a********.com			3.7	6
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services, LLC	1 N Almaden Blvd #810, San Jose, CA 95113	40891xxxx0	dns***@a*.com	5.02
Lai, Huan	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx8	ale********@m.com
Charles Fels - Ameriprise Financial Advisor	50 W San Fernando St Ste 900 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Allworth Financial	2105 S Bascom Ave, Campbell, CA 95008	40824xxxx0	ben***********@a**************.com							5265	47
Mann, James	355 Santana Row, San Jose, CA 95128	40828xxxx4	alb**********@u.com
Luu-Wong, Dione	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx6	ale********@m.com
Cali Financial Management	1979 Cabana Dr, San Jose, CA 95125	40834xxxx1
Solutions Wealth Management	1777 Hamilton Ave, San Jose, CA 95125	40837xxxx3	jon********@l.com
Citibank	6079 Meridian Ave San Jose, CA 95120	40876xxxx0	abb********@c*.com	3.9	7	3	4
Oportun	201 Willow St, San Jose, CA 95110	66928xxxx4	a-l@o******.com
Schueneman Investment Group	81 Great Oaks Blvd, San Jose, CA 95119	40897xxxx1
Panorama Capital	1999 S Bascom Ave Ste 700, Campbell, CA 95008	65023xxxx0	and*******@p************.com
R&D Investments - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx0	abc*@u.com
Marine Coast Financial	1936 Camden Ave Ste 1, San Jose, CA 95124	40855xxxx3
Raymond James Financial	99 Almaden Blvd Ste 730, San Jose, CA 95113	40894xxxx1	joh@h********.com
Securities America Inc	101 Metro Dr # 650, San Jose, CA 95110	40845xxxx0		5.01
The Pacific Coast Aspire Group-Morgan Stanley	225 W Santa Clara St, San Jose, CA 95113	40894xxxx9	acm*********@m**********.com
Adam Ward - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx9	ada******@a*.com
Ken Rosenberg-Morgan Stanley	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx7	acm*********@m**********.com
Jason Styczynski - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	cor*********@a*.com									106
Edward Jones	1309 S Mary Ave Ste 204, Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com							83		82
De Sousa, Emilio	225 W Santa Clara St, San Jose, CA 95113	40894xxxx9	acm*********@m**********.com
Global Capital Wealth Management	99 Almaden Blvd Ste 600, San Jose, CA 95113	40827xxxx7	maz*@g***.com
Clish, Sarah	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx8	dns***@a*.com
The Kruchko Group	900 E Hamilton Ave Ste 230, Campbell, CA 95008	63064xxxx7	kev@t************.com
Lehrer Management Co.	20400 Stevens Creek Blvd Ste 230, Cupertino, CA 95014	40899xxxx9	adi@c****.com
Mohammadi, Mojgan	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx3	ale********@m.com
Ron Chapman - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
Chang, Daniel	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx5	dns***@a*.com
Kettmann, John	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx5	ale********@m.com
Raegen, Jeffrey T, AGT	1 Almaden Blvd, San Jose, CA 95113	40828xxxx0	ame****************@a*.com							200	4	202
Newstead Robert-Guardrail Finance	501 De Carli Ct, Campbell, CA 95008	40862xxxx1
Pollard, Cooper, Kabitsis & Associates - Ameriprise Financial Services, LLC	1 N Almaden Blvd #810, San Jose, CA 95113	40891xxxx0	dns***@a*.com	4.615
Pham, Phuong, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx8	dns***@a*.com
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77
Ameriprise Financial	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx1
Thanh Tin Financial Services	3501 Thomas Rd Ste 3, Santa Clara, CA 95054	40872xxxx7											1	2
Pedro R. Garcia - REILLIST	900 E Hamilton Ave Ste 100 Campbell, CA 95008	40862xxxx7				5	2
College Planning ABC	3031 Tisch Way Ste 309, San Jose, CA 95128	40891xxxx8	dan*@c***************.com
Better Wealth	1475 Saratoga Ave, San Jose, CA 95129	40865xxxx0	and*@b*********.us
FFG Investment Financial	5509 Bobbywood Ave, San Jose, CA 95124	40889xxxx4
Sequoia Wealth Advisors & Investment Management, Inc.	99 Almaden Blvd Ste 925, San Jose, CA 95113	40827xxxx0	cfe**@s******.com
Chase Bank	2670 Berryessa Rd, San Jose, CA 95132	40827xxxx7	acc********@c**.com	3.4	25	3.3	33			947848	5659	37
AFS Taxbuster Dot Com	2660 John Montgomery Dr, San Jose, CA 95148	40892xxxx2	wal**@a**********.com
Fidelity Investments	434 N. Santa Cruz Avenue, Los Gatos, CA 95030	80057xxxx4	a61**@f*****.com	3.8	4					324941		345000			4
SVB Alliant	3003 Tasman Dr, Santa Clara, CA 95054	40865xxxx0
Erik Nelson Financial Advisor	685 Coleman Ave Ste 10 San Jose, CA 95110	40866xxxx7	ami************@w***************.com
Citibank	3755 El Camino Real Santa Clara, CA 95051	40856xxxx9	abb********@c*.com	2.8	25	2	41
Murthy, Vivek	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx2	ale********@m.com
Waddell & Reed	900 E Hamilton Ave, Campbell, CA 95008	40836xxxx0	aar******@l.com							20101	233	21000
Edward Jones - Financial Advisor: Sy Nguyen	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4
Beacon Pointe Advisors	50 W San Fernando St Suite 405, San Jose, CA 95113	40855xxxx0	3d@b***********.com							220	36
Tax Law offices of Shiva Moozoun	51 E Campbell Ave Campbell, CA 95008	41531xxxx3	shi@s*****.com			4.3	4			28		30
Wilma Baltar	1125 Saratoga Ave, San Jose, CA 95129	40825xxxx4
Asl Financial	910 Campisi Way Ste 2D, Campbell, CA 95008	40837xxxx0
World Financial Group	1900 Mccarthy Blvd Ste 112, Milpitas, CA 95035	40857xxxx0
National Association of Insurance & Financial Advisors of Silico	1585 The Alameda San Jose, CA 95126	40827xxxx0
Regala, Raymond	333 W Santa Clara St, San Jose, CA 95113	40855xxxx0	dns***@a*.com
Barron, Al	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx0	acm*********@m**********.com
Pak International Investment Corp.	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx1
McKown, Mason	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx5	ale********@m.com