Business List: Financial Consultant in San Francisco, CA, USA

Note: Only sample data is shown below. To view full and uncensored business leads, please register here.

Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews	Bing	Bing Reviews
Aaron Sisk - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx7	wms********@r.com							14820		16000
Raymond James Financial Services	315 Montgomery St #800, San Francisco, CA 94104	41582xxxx0	aar**********@r*********.com							16943
Finance Solutions	71 Stevenson St, San Francisco, CA 94105	41599xxxx5
P E Financial Group	3 Harbor Dr, Sausalito, CA 94965	41533xxxx4	joh****@p*************.com
Merrill Lynch Financial Advisor Anna Karpova	555 California St, San Francisco, CA 94104	41567xxxx2	ale********@m.com	2.33
Project Finance Advisory Limited	16A Funston Ave, San Francisco, CA 94129	41558xxxx2	car********@p*******.com	5	1
Churchill Management Group - San Francisco	4 Embarcadero Ctr #1400, San Francisco, CA 94111	32393xxxx0	ach@c*****************.com									221
Alexander Fang	801 Lincoln Way Ste A, San Francisco, CA 94122	41535xxxx4
Financial Advisors \| U.S. Bancorp Investments	3550 Geary Blvd, San Francisco, CA 94118	41583xxxx0
Hollis Capital Management	14 Funston Ave, San Francisco, CA 94129	41554xxxx5
Merrill Lynch Financial Advisor Patrick Phillips	555 California St, San Francisco, CA 94104	41567xxxx0	ale********@m.com
Corporate Development Management Group	1 Bush St Fl 8, San Francisco, CA 94104	41539xxxx3	bxx********@m****.com	1.4	23
Porter, Ritchie & Associates - Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx6
Foothill Securities	1388 Sutter St # 918, San Francisco, CA 94109	41577xxxx0
Group I	500 Sansome St, San Francisco, CA 94111	41539xxxx7	aar@c******.com					4.4	8	1236	92
Brighton Jones	445 Bush St 6th floor, San Francisco, CA 94108	41567xxxx2	acc*****@b**********.com	5	2					618		702
Paul M. Dorsey, CFP , ChFC , CLU - Financial Advisor, Senior Vice President Investments	Raymond James, 575 Market St #3900, San Francisco, CA 94105	41553xxxx8
Ubs	1 California St, San Francisco, CA 94111	41528xxxx2	3d@**w.ubs							229814		240131
Briar Road Investments	1991 California St, San Francisco, CA 94109	41592xxxx4
Royal Investment	131 Quint St, San Francisco, CA 94124	41564xxxx0
Carl Consing - Financial Advisor, Ameriprise Financial Services, LLC	1 Sansome St #3500, San Francisco, CA 94104	41594xxxx6
Roi Maximizer	236 W Portal Ave, San Francisco, CA 94127	41531xxxx8
Raymond James & Associates	575 Market St #3900, San Francisco, CA 94105	41553xxxx0
International Finance Institute	50 California St, San Francisco, CA 94111	41535xxxx9	ass******@f*************.com
ATEL Financial Corporation	600 Montgomery St, San Francisco, CA 94111	41598xxxx0
Garner Financial Management	3620 Happy Valley Rd UNIT 103, Lafayette, CA 94549	92528xxxx0
Financial District	San Francisco, CA 94111			5	2
Portsmouth Financial Services	601 Montgomery St #1950, San Francisco, CA 94111	41554xxxx0		5
Brandywine Global Investment Management	155 Montgomery St, San Francisco, CA 94104	41577xxxx5	adm@t***************.com
Empirical Wealth Management	333 Bush St # 1410, San Francisco, CA 94104	41563xxxx5	aba**@e******.net							2572		2500
Thomas Schryver - RBC Wealth Management Financial Advisor	345 California Street, San Francisco, CA 94104	41544xxxx0	wms********@r.com							10947		12226
Merrill Lynch Financial Advisor Jason C Hayes	555 California St 8th Floor, San Francisco, CA 94104	41567xxxx2	bri**********@b*.com
Merrill Lynch Financial Advisor Christopher Sinclair	555 California St, San Francisco, CA 94104	41527xxxx2	ale********@m.com
Orchid Wealth Management	1281 8th Ave, San Francisco, CA 94122	65033xxxx4	bra**@o*******************.com
Bob Marshall - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx6
Suciu, John	101 California St, San Francisco, CA 94111	41562xxxx2	ban********@e**.bankofamerica
Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial Advisor	Transamerica Pyramid, 600 Montgomery St #1600, San Francisco, CA 94111	41573xxxx5	a.-*********@n***************.com	5	10					178	1037	187
Dustin Brown - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx0	wms********@r.com							14777		16000
Yeske Buie	220 Montgomery St, San Francisco, CA 94104	41595xxxx6
Kenneth Nugent, CFP - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41595xxxx1	ben*****************@u.com	4.03
Merrill Lynch Financial Advisor Samuel P Cabral	555 California St 9th Floor, San Francisco, CA 94104	41567xxxx6	bri**********@b*.com
Frederiksen-Crawford CPAs Inc.	5768 Paradise Dr Fl 2 Corte Madera, CA 94925	14159xxxxx0	ant**@f********.com			4.5	16
Merrill Lynch Financial Advisor Thomas F Kendrick	555 California St, San Francisco, CA 94104	41527xxxx1	ale********@m.com
Bank of America Financial Center	1275 Fell St, San Francisco, CA 94117	41550xxxx2	ald*********@m.com
Babylon Wealth Management	100 Pine St #1250, San Francisco, CA 94111	41585xxxx1	sto*@b**********.com	5	8					173		174
Raisch Investment Group	San Francisco, CA 94115	41544xxxx1
Edward Jones - Financial Advisor: Kelly A Cunningham, CFP®\|AAMS™	400 Oyster Point Blvd Suite 438, South San Francisco, CA 94080	65035xxxx5
Wellington Capital Advisors	1 Market St Ste 3600, San Francisco, CA 94105	41525xxxx6	inf@w***********************.com
DOUG MCALLISTER FINANCIAL ADVISOR	2358 Market St, San Francisco, CA 94114	41551xxxx9		5	1
VS Financial Planning	142 Sansome St 4th Fl, San Francisco, CA 94104	41581xxxx3	inf@v**.com
World Wide Wealth	131 Franklin St, San Francisco, CA 94102	41597xxxx3
Mitchell Peters - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	rbc*******@r.com							14777		16000
BALANCE	595 Market St, San Francisco, CA 94105	88845xxxx7	asm*@b*******.org							4264	71
Merrill Lynch Financial Advisor Laura J Pilz	555 California St, San Francisco, CA 94104	41567xxxx8
U.S. Bancorp Investments - Financial Advisors: Fara Kwok	329 Gellert Blvd, Daly City, CA 94015	41583xxxx2
Hartford Financial Services	5812 Geary Blvd, San Francisco, CA 94121	41586xxxx0		5.01
Bruce Rosen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41529xxxx7	rbc*******@r.com	5	1					14777		16000
Jackson Sq Investment Mgt	1 Embarcadero Ctr #2850, San Francisco, CA 94111	41598xxxx8
Centaurus Financial Group	299 Arguello Blvd, San Francisco, CA 94118	41575xxxx2	3d@m**********.com
Damian Hedley - UBS Financial Services Inc.	555 California St 32nd Floor, San Francisco, CA 94104	41596xxxx2	ben*****************@u.com
Ballin Mary	140 Geary St Fl 6, San Francisco, CA 94108	41578xxxx2	bst**@i**************.com					4.6	110	36512	2884	39124
Financial Capability Investment	32 Admiral Ave, San Francisco, CA 94112	41557xxxx3	joh@f***************************.com
Double Bay Management & Planning	50 California St, San Francisco, CA 94111	80049xxxx7
U Bs Financial Services Inc.	1 California St, San Francisco, CA 94111	41536xxxx0	3d@**w.ubs							229814		240131	4	1
Stone Financial Advisor	1283 Green St, San Francisco, CA 94109	41584xxxx3	c18***************************@s***.wixpress	5	2					115		125
U.S. Bancorp Investments - Financial Advisors: Salim Augustyn	3550 Geary Blvd, San Francisco, CA 94118	41583xxxx3	aar**********@u***.com						345	341267	3977	343833
Merrill Lynch Financial Advisor Travis M Daugherty	555 California St, San Francisco, CA 94104	41567xxxx6
LPL Financial	235 Montgomery St # 640, San Francisco, CA 94104	41543xxxx0
Emil Peinert - Private Wealth Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx2	dns***@a*.com							74
KB Financial Advisors	90 New Montgomery St Ste 1001, San Francisco, CA 94105	41590xxxx9	con**@k*******.com	3	2										5	2
Financial Zen	600 California St, San Francisco, CA 94108	41579xxxx5	inf@f**********.com	5	26					11		17
Enrique Jaen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	21270xxxx9
Anderson Tax	5010 Geary Blvd Ste 3, San Francisco, CA 94118	41538xxxx0	and******@l*.com		53										5
Hpt Resources	258 Hermann St, San Francisco, CA 94117	41587xxxx6
Merrill Lynch Financial Advisor Robert J. Fernandez	555 California St, San Francisco, CA 94104	41567xxxx6	ale********@m.com
Merrill Lynch Wealth Management	555 California St 9th Floor, San Francisco, CA 94104	41567xxxx0	ale********@m.com	2.3	3
Merrill Lynch Financial Advisor Jenny Yun Hunter	555 California St, San Francisco, CA 94104	41567xxxx6	bri**********@b*.com
Raymond James Financial Services	555 Market St Ste 1800, San Francisco, CA 94105	41553xxxx0	a.-**********@r*********.com							17185
Dawn Sanchez - Financial Advisor, Ameriprise Financial Services, LLC	150 Post St, Ste 530, San Francisco, CA 94108	41554xxxx2	daw*********@a*.com							140					5
Luis Robles - Private Client Advisor	180 Montgomery St, San Francisco, CA 94104	41527xxxx6	aar****************@b**********.com							55395	910
White Oak Global Advisors	3 Embarcadero Ctr Ste 5, San Francisco, CA 94111	41564xxxx0	abi*@w*******.com		2										2.5	3
Travis Townsend - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	rbc*******@r.com							14777		16000
Rahul Shah, LLC	350 Townsend St #411, San Francisco, CA 94107	65047xxxx3
KKR Credit Advisors (US), LLC	555 California St 50th floor, San Francisco, CA 94104	41531xxxx0	aar*******@k.com	1	1
Carol Marie Divita: Primerica - Financial Services	870 Market St STE 656, San Francisco, CA 94102	80038xxxx9		5
Alex.Brown, A Division of Raymond James	101 California St 45th Floor, San Francisco, CA 94111	41564xxxx5
Michelle Schiro - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	rbc*******@r.com							14803		16000
LendingClub Corporation	595 Market St # 200, San Francisco, CA 94105	88859xxxx7	aab*@l********.com	4.8	3596					43638
Investors Protected Georgene Keeler	1831 Steiner St, San Francisco, CA 94115	41577xxxx3
Kevin Furlong Investment Management	300 Montgomery St Ste 1104, San Francisco, CA 94104	41595xxxx1
ING Financial Partners	120 Howard St, San Francisco, CA 94105	85525xxxx9
Keith Loegering - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx7	rbc*******@r.com	5.01						11585		12913
Cresset	101 California St Ste 2900, San Francisco, CA 94111	14159xxxxx4	aba****@c***********.com
January Capital Advisors	855 Sansome St, San Francisco, CA 94111
Atlas Capital Advisors Inc	38 Keyes Ave Ste 200, San Francisco, CA 94129	41535xxxx0	adi@a****.com												5	1
Freestone Capital Management	101 California St Suite 1825, San Francisco, CA 94111	41551xxxx0	aar@f*************.com	5	1					71	8
AVR Asset Management	505 Montgomery St, San Francisco, CA 94111	41587xxxx3	har****@a*****.com
Harris Williams & Company	450 Sansome St, San Francisco, CA 94111	41528xxxx5	aab@h***********.com
Alphaclone	1 Market, San Francisco, CA 94105	41534xxxx0	3d@a*********.com
Pixel Financial Planning, LLC	201 Spear St Suite 1100, San Francisco, CA 94105	41589xxxx0		5
Encore Wealth Advisors	8 Manor Rd, Fairfax, CA 94930	52023xxxx5
Back Office Admin Solutions	San Francisco, CA 94103	65035xxxx7
Eviet Investments Customer Service	126 Post St, San Francisco, CA 94108	41524xxxx0
Private Wealth Management \| U.S. Bank	1 California St Suite 1000, San Francisco, CA 94111	41567xxxx8	aar**********@u***.com							345756	5135	348000
Steve Davis - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx9	aqu***@u.com		5
Hamilton Walker Advisers	2193 Fillmore St, San Francisco, CA 94115	41557xxxx3
Lincoln Financial	44 Montgomery St # 2950, San Francisco, CA 94104	41584xxxx6		3
NC Financial Group \| San Francisco	22 Battery St #401, San Francisco, CA 94111	41548xxxx9	amb********@c*****.com	3.3	7
Lek Consulting	45 Fremont St Ste 3300, San Francisco, CA 94105	41567xxxx0	a.a***@l.com
Adamson Barbara Insurance & Investments	San Francisco, CA 94102	41598xxxx3
Merrill Lynch Financial Advisor Charles R Lewis	555 California St, San Francisco, CA 94104	41527xxxx4
Merrill Lynch Financial Advisor Laura Rose Rennels	555 California St, San Francisco, CA 94104	41527xxxx0	ale********@m.com
SAS Financial Advisors, LLC	50 California St #1500, San Francisco, CA 94111	41527xxxx5	ala@s********.com
Lin l Hartmeyer l Abbay l Chan - UBS Financial Services Inc.	555 California Street 34th 46th Floor, San Francisco, CA 94104	41595xxxx8	ben*****************@u.com
AYUDA Financial Services	240 Golden Gate Ave Ste 105, San Francisco, CA 94102	41544xxxx1	afi**************@a***********.com	4.5	62										4.5	52
Carol Divita: Primerica - Financial Services	870 Market St # 656, San Francisco, CA 94102	80038xxxx9	ali****@p******.com	5	1					146629	4002
Larry J Anderson	5010 Geary Blvd Ste 3, San Francisco, CA 94118	41538xxxx0	deb@a********.com												5	1
MassMutual Financial Group: Dennis Nix	101 Montgomery St, San Francisco, CA 94104	41574xxxx3
Ameriprise Financial	353 Sacramento St, San Francisco, CA 94111	80053xxxx1
Twin Peaks Wealth Advisors	1 Daniel Burnham Ct, San Francisco, CA 94109	40848xxxx0	arn*@t****.com	4.9	40					413	6
Boom Planning	847 Sansome St #4, San Francisco, CA 94111	41567xxxx0		5
PricewaterhouseCoopers	3 Embarcadero Ctr San Francisco, CA 94111	41549xxxx0	abh@p*.com	4.5	10	1	4			194196		194842
Keeper Tax	1460 Mission St, San Francisco, CA 94103			4.3
ALN Financial Planners	1390 Market St #1004, San Francisco, CA 94102	41570xxxx0
Columbia Pacific Wealth Management	600 Montgomery St Suite 3900, San Francisco, CA 94111	41579xxxx2
Communitas Financial Planning	870 Market St STE 754, San Francisco, CA 94102	41533xxxx6
Marshall Investment	215 Randolph St, San Francisco, CA 94132	41533xxxx7	ajm*@g*.com							402	9
Remedios Financial Planning	Four Embarcadero Center, Suite 1400, San Francisco, CA 94111	41557xxxx1	aug****@r**********************.com
Efficient Finance	2 Embarcadero Ctr, San Francisco, CA 94111	41540xxxx0
New York Life Insurance Company	425 Market St #1600, San Francisco, CA 94105	41539xxxx0	a.-***************@n********.com	2.7	7					656091		655916
David Tan - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx3	dav******@a*.com
Alternative Investments Co	505 Montgomery St STE 1100, San Francisco, CA 94111	41595xxxx0
Charles Schwab	3478 California St STE 100, San Francisco, CA 94118	41544xxxx0		3.3	9
Pang, Corey	101 California St, San Francisco, CA 94111	41567xxxx7	ale********@m.com
Merrill Lynch Financial Advisor Elena G. Popova	555 California St, San Francisco, CA 94104	41567xxxx9	ale********@m.com	2.33
Morgan Stanley	555 California St Ste 2100, San Francisco, CA 94104	41557xxxx0	inf@t********************.com
Matthew Iacono - Morgan Stanley Financial Advisor	555 California St 35th Floor, San Francisco, CA 94104	41598xxxx2	acm*********@m**********.com
Ameriprise Financial	180 Montgomery St, San Francisco, CA 94104	80053xxxx1	dns***@a*.com	5.01
Callan Associates	600 Montgomery St, San Francisco, CA 94111	41597xxxx0	abe***@c***.com					5	8	108	10
Merrill Lynch Financial Advisor Brian M Gigliotti	555 California St, San Francisco, CA 94104
Daphne Chi - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx0	ben*****************@u.com
RHS Financial	4171 24th St # 101, San Francisco, CA 94114	41549xxxx0	ale@r**********.com	5	32
Arch Hoffman - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	wms********@r.com	5.01						11574		12901
Farralon Udom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	wms********@r.com							14777		16000
Raymond James Financial Services	870 Market St #711, San Francisco, CA 94102	41539xxxx0	aar**********@r*********.com	5.013						17185
Marble Capital	580 California St Ste 1600, San Francisco, CA 94104	41543xxxx6
Axa Equitable	3661 Buchanan St, San Francisco, CA 94123	41539xxxx0	3d@**w.axa-equitable
Minkoff Wealth Partners - Ameriprise Financial Services, LLC	432 Clay St, San Francisco, CA 94111	41539xxxx0
Mays Jerry L	1485 Bay Shore Blvd, San Francisco, CA 94124	41585xxxx7
San Francisco, CA Branch Office - UBS Financial Services Inc.	555 California Street 34th 46th Floor, San Francisco, CA 94104	41539xxxx0	ben*****************@u.com
Merrill Lynch Financial Advisor Patrick B Benson	555 California St, San Francisco, CA 94104	41567xxxx4
The Humphreys Group	220 Montgomery Street, Suite 1850, San Francisco, CA 94104	41592xxxx1	dia@h***********.com							91	2
Troy Evans - Financial Advisor, Ameriprise Financial Services, LLC	311 California St Ste 400, San Francisco, CA 94104	41577xxxx7		1
Impact Investment Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41595xxxx5	ben*****************@u.com	4.03
Edward Jones - Financial Advisor: Patrick Cross, CFP®\|ChFC®\|AAMS™	345 W Portal Ave Suite 100, San Francisco, CA 94127	41566xxxx1	a.j*******@e********.com	4.811						80726		90143
The Parker Group - UBS Financial Services Inc.	32nd/ 34th /46th Floor, 555 California St 32nd Floor, San Francisco, CA 94104	41557xxxx5	ben*****************@u.com	4.03
I Ng Group	465 California St, San Francisco, CA 94104	41537xxxx3	a@i**.com
Triumph Investment Group	1485 Bay Shore Blvd, San Francisco, CA 94124	41534xxxx0
Edward Jones - Financial Advisor: Mark T Hegland	1875 Lombard St Ste A, San Francisco, Ca 94123	41544xxxx0	a.j*******@e********.com						22	80726		90143			4.5
Green Planet Foreign Exchange Consultants	121 Lisbon St, San Francisco, CA 94112	86628xxxx3
Odena Exchange & Financial Services	870 Market St, San Francisco, CA 94102	41595xxxx6	3d@e**********.com	4	4
James Lugannani - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx6	ber*****@u.com	4.03
Marbridge Group LLC	San Francisco, CA 94103	41551xxxx5	inf@m************.com
Sarah C Brady			dd0***************************@s***.wixpress
Evoxia Financial Planning & Investment Advisor	San Francisco, CA 94102	41565xxxx9	ari**@s**************.com	5	7
Merrill Lynch Financial Advisor Alena Marie Meeker	555 California St 9th Floor, San Francisco, CA 94104	41528xxxx4
Marco Salerno - Morgan Stanley	555 California St 35th Floor, San Francisco, CA 94104	41595xxxx1
Innovative Financial Solutions	605 Market St # 1250, San Francisco, CA 94105	41577xxxx6
The Charles Schwab Corporation	211 Main St, San Francisco, CA 94105	41566xxxx0	3d@**w.schwabfunds	3	16					263488	126	271279
Pillar6 Advisors, LLC	1160 Battery St East Building, Suite 100, San Francisco, CA 94111	41569xxxx1	bi@p****.com	5.09
DIVORCE PLANNING SERVICES	220 Montgomery St #408, San Francisco, CA 94104	41528xxxx7
Dps Investments	San Francisco, CA 94107	41565xxxx2
Linda Phu - Private Client Advisor	180 Montgomery St, San Francisco, CA 94104	41563xxxx2	aar****************@b**********.com							55394	909
Janus Henderson Global Investments	3629 Sacramento St, San Francisco, CA 94118	41535xxxx2
Osborne, Dan	555 California St Fl 9, San Francisco, CA 94104	41567xxxx2	ale********@m.com
Cullen Financial Advisors	90 New Montgomery St # 1020, San Francisco, CA 94105	41578xxxx1
Leslie Tyler	555 California St Suite 2300, San Francisco, CA 94104	41539xxxx1
James F Bossier Jr. - BancWest Investment Services Financial Advisor	295 Bush St, San Francisco, CA 94104	41548xxxx5
Corporate Finance Advisors	912 Cole St, San Francisco, CA 94117	31031xxxx1
Trabert Asiano Advisors - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx7	bre*********@u.com
Judith Allione - Associate Financial Advisor, Ameriprise Financial Services, LLC	432 Clay St, San Francisco, CA 94111	41539xxxx0		5.01
Chequers Financial Management LLC	847 Sansome St, San Francisco, CA 94111	41552xxxx0		4.414
Babcock & Brown-Tag Aviation	2 Harrison St, San Francisco, CA 94105	41548xxxx0	adr****************@b*********.com
The Macan Investment Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx7	3d@a*******.ubs	4	3
Bridgewater James Limited	1 Maritime Plz Ste 1600, San Francisco, CA 94111	41568xxxx6	3d@**w.bridgewaterjames	4.4	201
Private Realty Investment Inc	2559 Clay St, San Francisco, CA 94115	41592xxxx0
Callahan Financial Planning Company \| Fee-Only Financial Advisors in San Francisco	75 Broadway Ste 202, San Francisco, CA 94111	41579xxxx0
Merrill Lynch Financial Advisor Richard Lee Davis	555 California St, San Francisco, CA 94104	41567xxxx8	bri**********@b*.com
San Francisco Peninsula Group	350 Rhode Island St, San Francisco, CA 94103	65035xxxx2
Devine & Gong Inc.	101 Montgomery St, San Francisco, CA 94104	41578xxxx3	and**@d*******.com
Benchmark Financial Partners	1390 Market St, San Francisco, CA 94102	41565xxxx6	ebe@e******.com
Merrill Lynch Wealth Management	2 Belvedere Pl Suite 100, Mill Valley, CA 94941	41528xxxx0	bro********@m.com	5	1
Advanced Financial Group, Inc	101 Mission St, San Francisco, CA 94105	41593xxxx2
Michael Pritts - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx6	wms********@r.com							14800		16000
Wells Fargo Advisors Financial Network	580 California St, San Francisco, CA 94104	41587xxxx0													5
Scott Waxman - Morgan Stanley	555 California St 14th fl, San Francisco, CA 94104	41557xxxx7
Unisource Financial Group	100 Pine St Ste 1250 San Francisco, CA 94111	41538xxxx4	inf@u****************.com	4.6	11	4.5	33
Security Financial Services	100 Bush St #1500, San Francisco, CA 94104	41598xxxx0	ade@s***.com
Edward Jones - Financial Advisor: Jilena Y Mok	2000 Van Ness Ave Ste 714, San Francisco, CA 94109	41574xxxx9	and*****@c***********.ca	5	2
Roberts & Ryan Investments Inc	57 Post St Ste 612, San Francisco, CA 94104	41595xxxx0	dro***@r********.net
Proprietary Finance Ventures	123 Mission St, San Francisco, CA 94105
D'amour Violaine	220 Montgomery St Ste 423, San Francisco, CA 94104	41595xxxx1
Merrill Lynch Financial Advisor Charles Guittari	101 California St 25th Floor, San Francisco, CA 94111	41567xxxx5	ale********@m.com
Diversified Investment Funds	235 Montgomery St, San Francisco, CA 94104	41543xxxx0
empartners San Francisco	1 Embarcadero Ctr #4100, San Francisco, CA 94111	94142xxxx2	aha**@e*******.com	5	1
Merrill Lynch Financial Advisor Ben Fort	555 California St, San Francisco, CA 94104	41567xxxx4	ale********@m.com
Ben Bernstein - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0
Bill Marshall - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	bob*******@r.com
Merrill Lynch Financial Advisor Daniel F Friel	555 California St, San Francisco, CA 94104	41567xxxx0
Global Key Advisors	649 Mission St, San Francisco, CA 94107	41584xxxx5	adu*@g*******.com	5	6
Mar David & Associates Financial	566 Commercial St, San Francisco, CA 94111	41598xxxx2
Hilltop Securities Inc.	50 California St Suite 2650, San Francisco, CA 94111	41526xxxx0		1
Yeske Buie	220 Montgomery St Ste 900, San Francisco, CA 94104	41595xxxx6	ale****@o******.com
Edward Jones - Financial Advisor: Meagan M Wakefield, AAMS™	4190 24th St, San Francisco, CA 94114	41528xxxx9	a.j*******@e********.com	3	2					87586		100000
Investment Strategy & Analysis - Expert Witness for Investment Litigation	268 Bush St, San Francisco, CA 94104	41584xxxx9
Foci Wealth Management - Ameriprise Financial Services, LLC	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	41574xxxx0	foc*****@a*.com							71
Mission Creek Capital Partners, Inc.	101 Mission St #1750, San Francisco, CA 94105	41536xxxx0	add*****************@m************.com							12	5
Oliver Choy - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41540xxxx2
Merrill Lynch Private Wealth Advisor John Shuhda	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx8	ale********@m.com
Pantheon Ventures Inc	600 Montgomery St, San Francisco, CA 94111	41524xxxx0	3d@**w.pantheon
Paul Dyliacco - Morgan Stanley	555 California St 35th Floor, San Francisco, CA 94104	41598xxxx4
SDM Advisors - Wealth Management	235 Montgomery St 30th Floor, San Francisco, CA 94104	41569xxxx0	fre****@s********.com
Josh M. Peckler	450 Sutter St Ste 920 San Francisco, CA 94108	41539xxxx0	jpe***@p***.com			4.5	6
Peter Myers - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	pet******@r.com
Merrill Lynch Financial Advisor Thomas Chang	555 California St, San Francisco, CA 94104	41567xxxx4	ale********@m.com	2.33
Bradley Ughetta - Wealth Financial Advisor	180 Montgomery St, San Francisco, CA 94104	41579xxxx2	aar***********@b**********.com							55395	910
Bank of America Financial Center	944 Stockton St, San Francisco, CA 94108	41562xxxx7	ahm*****@b*.com	3.6	29					958233		29
SKBA Capital Management	44 Montgomery St Ste 3500, San Francisco, CA 94104	41598xxxx4	aca****@b**********.com
Sullivan, Jocelyn Reitzel	44 Montgomery St, San Francisco, CA 94104	41574xxxx8	dns***@a*.com
Lois Wang - Platinum Financial Services Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41554xxxx4	dns***@a*.com							63
Financial Attunement	1697 Oak St, San Francisco, CA 94117	51097xxxx1	and@f*****************.com
Vista Equity Partners	4 Embarcadero Ctr Ste 2000, San Francisco, CA 94111	41576xxxx0	gil*@s********.com		5
Charles Schwab		18558xxxxx7	app*****************@s***.com
Axiom Advisory, LLC	1 Sansome St #3500, San Francisco, CA 94104	41548xxxx1		5
Steve Bealey - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5	dns***@a*.com
Charles Schwab	100 Post St, San Francisco, CA 94108	41566xxxx0	nam@e*****.com	3.6	8
Randy Tam - Ameriprise Financial Services, Inc.	180 Montgomery St, San Francisco, CA 94104	41540xxxx9
ImpactAdvisor LLC	655 Montgomery St 7th floor, San Francisco, CA 94111	41586xxxx0	exx******@i**********.com	5	7
F.A.C.E Group LLC	351 California St San Francisco, CA 94104	65023xxxx0
Tim Cecchin - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	wms********@r.com							14777		16000
Fresh Start Consulting Services	500 Terry Francois Street San Francisco, CA 94158	84723xxxx8	dd0***************************@s***.wixpress
Solium Capital	222 S Mill Ave, San Francisco, CA 94114	41542xxxx1	aar*******@s*******.com
Diane Kohler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	rbc*******@r.com							14777		16000
Provident Credit Union San Francisco (Federal Building Community Branch)	3433, 450 Golden Gate Ave #2-0558, San Francisco, CA 94102	41586xxxx9	aal*****@p********.org	3.2	12					5903	60
San Francisco Elements Group - Morgan Stanley	555 California St 35th Floor, San Francisco, CA 94104	41595xxxx7	acm*********@m**********.com
Paskin & Kahr Capital Management	655 Montgomery St Ste 1410, San Francisco, CA 94111	41562xxxx2
Allstate Personal Financial Representative: Edmond Lim	380 West Portal Ave, Ste D, San Francisco, CA 94127	41578xxxx6	a**00@a*****.com
Citrine Capital	535 Mission St 14th floor, San Francisco, CA 94105	41549xxxx2	inf@c********************.com	5	15					378	4	386
Gridley Associates Inc	580 California St, San Francisco, CA 94104	41539xxxx0	inf@g***************.com
Khoshnevissan & Doğan Wealth Strategies	Three Embarcadero Center, Embarcadero Ctr Suite 1610, San Francisco, CA 94111	41583xxxx4	abc*@r***.com
Raymond James Financial Services	534 Pacific Ave, San Francisco, CA 94133	41584xxxx7	aar**********@r*********.com	3.73						17185
John Solaegui	1400 Van Ness Ave San Francisco, CA 94109	41599xxxx3	aar@a**.com	5	8	5	32	5	5	289
Courtney E Horn - Financial Advisor, Ameriprise Financial Services, LLC	432 Clay St, San Francisco, CA 94111	41539xxxx0	bri*********@a*.com
U.S. Bank Branch	443 Castro St, San Francisco, CA 94114	41543xxxx0		4.5	20
Psicurity	1607 46th Ave, San Francisco, CA 94122	41568xxxx7	ger*********@p******.com
Yerba Buena Financial Partners	2533 Ocean Ave, San Francisco, CA 94132	41533xxxx0	and*********@y*.com
Bill Grayson - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx5	wms********@r.com							14777		16000
Merrill Lynch Financial Advisor Adrienne Fazio	555 California St, San Francisco, CA 94104	41528xxxx8
Charles Schwab	The Village Shopping Center, 1704 Redwood Hwy, Corte Madera, CA 94925	41594xxxx4	ian*********@s***.com	3.7	12
Karp Capital	2269 Chestnut St # 308, San Francisco, CA 94123	41534xxxx5	a@k**********.com
Merrill Lynch Financial Advisor Bill Butler	555 California St 9th Floor, San Francisco, CA 94104	41595xxxx3	ale********@m.com	2.33
BizVisory & Wellness, LLC	530 Divisadero St, San Francisco, CA 94117	41585xxxx7	046***********************************@w***************.com	5	3
Merrill Lynch Financial Advisor Hins Teoh	555 California St, San Francisco, CA 94104	41567xxxx8	bri**********@b*.com
Merrill Lynch Financial Advisor Mason P. McCloskey	555 California St, San Francisco, CA 94104	41567xxxx1	ale********@m.com	2.33
Bessemer Trust Private Wealth Management San Francisco CA	101 California St Suite 2500, San Francisco, CA 94111	41529xxxx0	Leg@B*****.com	5	2
Long Term Solutions	268 Bush St, San Francisco, CA 94104	41532xxxx0	3d@**w.vivaldicap
Babylon Wealth Management	1501 N Broadway Suite 204, Walnut Creek, CA 94596	92544xxxx0	sto*@b**********.com	5	4					173		174
David Shaw, CFP - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx5	ben*****************@u.com
Social(k)	Impact Hub, 1885 Mission St, San Francisco, CA 94103	41338xxxx4		5
D White Investments	982 Green St, San Francisco, CA 94133	41540xxxx6
Paradise Cay Financial Wealth Management & Insurance Services	600 Montgomery St Ste 1600, San Francisco, CA 94111	41573xxxx1	par****************@n.com
Merrill Lynch Financial Advisor Daniel M Cutter	555 California St, San Francisco, CA 94104	41567xxxx5	ale********@m.com
Dawn Sanchez - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC	150 Post St Ste 530, San Francisco, CA 94108	41554xxxx2	daw*********@a*.com
Boone Norman M	140 Geary St Fl 6, San Francisco, CA 94108	41578xxxx2	3d@**w.mosaic					3.3	65	30589
Foci Wealth Management - Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx0	dns***@a*.com							75		91
Marin Wealth Advisors LLC	50 California St, Suite 1500, San Francisco, CA 94111	41547xxxx5	inf@m*****************.com
Merrill Lynch Financial Advisor Christine Koh-Wong	555 California St, San Francisco, CA 94104	41524xxxx4	bri**********@b*.com
Mill Valley Investments	258 22nd Ave, San Francisco, CA 94121	41556xxxx6
Eric A. Stubbs - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	21270xxxx5	rbc*******@r.com
Bank of America (with Drive-thru ATM)	501 Brannan St, San Francisco, CA 94107	41562xxxx0		3.1
Charles Schwab	211 Main St, San Francisco, CA 94105	41566xxxx9	nam@e*****.com	2.9	14
Bay Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41557xxxx1
Reitzel Sulliv, Jocelyn, AGT	555 California St, San Francisco, CA 94104	41567xxxx4	ale********@m.com
Trenwith Group	1 Market, San Francisco, CA 94105	41549xxxx0	aab*****@b.com	4.3	865					7867
AB&Associates, Certified Divorce Financial Analyst	666 Green St, San Francisco, CA 94133	41531xxxx7	ann**@m***********.com	5	1
Chad R. Miles - Wealth Financial Advisor	180 Montgomery St, San Francisco, CA 94104	41541xxxx2	aar****************@b**********.com							55395	910
Burgess Financial Planning	354 Pine St FL 7, San Francisco, CA 94104	41552xxxx1	c18***************************@s***.wixpress	5	2
Marin Wealth Advisors LLC	315 Montgomery St 10th Floor, San Francisco, CA 94104	41547xxxx5	inf@m*****************.com	5	1			5	13	132		130
Alex Klonsky - Kinoko Real Estate	592 3rd St San Francisco, CA 94107	41525xxxx1	adr*@h**********.com	4.9	102	5	4			671	72	730
Akvt Investment	2309 Noriega St, San Francisco, CA 94122	41574xxxx8	con**@o******.com	4.4	56
Cecchin, Timothy	555 California St, San Francisco, CA 94104	41567xxxx1	adr**************@m.com
Zhong Wealth Management Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx1	ben*****************@u.com
Accordion Partners	625 Market St 3rd Floor, San Francisco, CA 94105	18004xxxxx4	aad*****@a******.com
Silicon Private Wealth	500 Washington St, San Francisco, CA 94111	40864xxxx0	ccu******@s*****************.com	4.714
BC CLOUD SOLUTIONS	123 10th St, San Francisco, CA 94103	41530xxxx7	clo***************@b*************.com	5
Merrill Lynch Financial Advisor Matthew T Mehigan	555 California St, San Francisco, CA 94104	41567xxxx8	ale********@m.com
U.S. Bank Branch	300 Montgomery St, San Francisco, CA 94104	41598xxxx0		3.7
Simplify Financial Planning		41526xxxx3	ari**@s**************.com	5	7
E Hb Realty and Investments Inc.	9 Silliman St, San Francisco, CA 94134	41565xxxx5
GCA Advisors, LLC	One Maritime Plaza, San Francisco, CA 94111	41531xxxx0	aad**@h.com		34										1
Americaid Financial Services LLC	576 Diamond St, San Francisco, CA 94114	41564xxxx0
Civitas Equity Fund I	101 Townsend St, San Francisco, CA 94107	41590xxxx4
Merrill Lynch Financial Advisor Charles Terrazas	555 California St, San Francisco, CA 94104	41567xxxx8	bri**********@b*.com
Justin Klueger - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx0	wms********@r.com							14777		16000
Ksl	235 Montgomery St, San Francisco, CA 94104	41539xxxx0	3d@u*********.com
Shana Hudson - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 Sansome St #3500, San Francisco, CA 94104	41594xxxx5	jor*******@a*.com	5	1					71		75
Merrill Lynch Financial Advisor Matthew S Mayer	555 California St, San Francisco, CA 94104	41527xxxx6
Envision Financial Planning		41571xxxx1	don@e**************.com
Merrill Lynch Financial Advisor Manuel Tumaneng	555 California St, San Francisco, CA 94104	41567xxxx7	bri**********@b*.com
357 Investments	414 Brannan St Unit 11, San Francisco, CA 94107	41586xxxx3
Credo Wealth Management, LLC	1160 Battery Street East, Suite 100, San Francisco, CA 94111	41598xxxx1
John Ritchie - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	and**********@a*.com
Eric Lahtinen - Financial Advisor, Ameriprise Financial Services, LLC	311 California St #400, San Francisco, CA 94104	41577xxxx9	dns***@a*.com
Edward Schuller - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	wms********@r.com							14800		16000
Deering Financial Corporation	308 Green St, San Francisco, CA 94133	41598xxxx6
America Asia Investments Inc	4214 California St, San Francisco, CA 94118	41538xxxx8
Merrill Lynch Financial Advisor Mani Bajwa	555 California St, San Francisco, CA 94104	41567xxxx7	ale********@m.com
Global Funding Partners	1517 N Point St, San Francisco, CA 94123	41547xxxx6	joh@g***************.com
Oppenheimer & Co. Inc.	580 California St Suite #2300, San Francisco, CA 94104	41543xxxx5
Callahan Financial Planning \| San Francisco Financial Advisors	4224 California St Ste 202, San Francisco, CA 94118	41560xxxx0
Applied Financial Analytics	220 Montgomery St, San Francisco, CA 94104	41595xxxx8
Constance Young - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx4	con************@a*.com							71
Smart Consumer Solutions LLC	601 Van Ness Ave #E869, San Francisco, CA 94102	86661xxxx2
First Financial Planners Inc	640 Church St, San Francisco, CA 94114	41578xxxx5
Merrill Lynch Financial Advisor Noreen S Chiu	555 California St, San Francisco, CA 94104	41567xxxx8
Robasciotti & Philipson	870 Market St Ste 1275, San Francisco, CA 94102	41598xxxx0	app@r********.com
Acd Investments LP	1301 California St, San Francisco, CA 94109	41556xxxx8	cbc@d**********.com
Merrill Lynch Financial Advisor Evan Bernardy	555 California St, San Francisco, CA 94104	41567xxxx3	bri**********@b*.com
House Wrap Investments	533 Union St, San Francisco, CA 94133	65076xxxx8
Structural Investment Management LLC	50 California St, San Francisco, CA 94111	41596xxxx0
Klinger, Jeffrey	101 California St, San Francisco, CA 94111	41528xxxx8	3d@p**.ml
fpa san francisco	9630 Bruceville Rd, Elk Grove, CA 95757	54025xxxx4	inf@f***.org
Goldmany Finance Inc	225 Bush St, San Francisco, CA 94104	41543xxxx7
Alpha Private Wealth Advisors	50 California St Ste 1500, San Francisco, CA 94111	41570xxxx0													5	14
The Advisory Group of San Francisco	44 Montgomery St Ste 2410, San Francisco, CA 94104	41597xxxx0	ati*@a************.com		3				4	63	2	70			5	1
Peter C Karp	2233 Francisco St, San Francisco, CA 94123	41534xxxx5	joh****@p******.com							5621
West Portal Investment Grp	26 W Portal Ave, San Francisco, CA 94127	41568xxxx6	inf@w***************.com	4.8	89					222	47
Baker Tilly US	135 Main St FL 9 San Francisco, CA 94105	41578xxxx0	aar*********@b*******.com							3386	23	3749
Salazar, David M	555 California St, San Francisco, CA 94104	41524xxxx5	ale********@m.com
Dayton Ventures Inc	120 Kearny St, San Francisco, CA 94108	41539xxxx4
Merrill Lynch Financial Advisor Jing Wang	555 California St, San Francisco, CA 94104	41567xxxx2	ale********@m.com	2.33
Advanced Financial Designs	182 Howard St, San Francisco, CA 94105	41581xxxx5
NWK Group	50 California St Suite 1500, San Francisco, CA 94111	41524xxxx0		5
Merrill Lynch Financial Advisor Alan Wong	555 California St, San Francisco, CA 94104	41528xxxx5	ale********@m.com	2.33
First Wealth Financial	601 California St # 1150, San Francisco, CA 94108	41542xxxx0
Zytech123	1535 Mission St, San Francisco, CA 94103	41569xxxx5	ang@z******.io							438		443
Merrill Lynch Financial Advisor Jonathan D. Thompson	555 California St, San Francisco, CA 94104	41528xxxx6	jlb*******@s******.net
Iss Institutional Shareholder Services	201 California St, San Francisco, CA 94111	41539xxxx2	3d@**w.issgovernance
FINANCIAL ASSOCIATES	San Francisco, CA 94132	41583xxxx2
Merrill Lynch Wealth Management	101 California St Ste 2575, San Francisco, CA 94111	41527xxxx2	ale********@m.com	2.3	3
Lois Wang - Financial Advisor, Ameriprise Financial Services, LLC	150 Post St Ste 530, San Francisco, CA 94108	41554xxxx4
Berkeley Investment Advisors	201 Spear St #1100, San Francisco, CA 94105	51036xxxx0
FinVault Wealth Management Group - Morgan Stanley	555 California St 35th Floor, San Francisco, CA 94104	41598xxxx2	acm*********@m**********.com
Callahan Financial Planning \| San Rafael Financial Advisors	851 Irwin St #201A, San Rafael, CA 94901	41579xxxx0	all**@c*************.com							1030		1038
Bank of America (Lobby Service Only)	1525 Market St, San Francisco, CA 94103	41562xxxx3		2.5
for Retired Only Tm	2218 Lombard St, San Francisco, CA 94123	41540xxxx0
Dawn Sanchez - Platinum Financial Services Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41554xxxx2	daw*********@a*.com							141
Merrill Lynch Financial Advisor Michael O Grinnell	101 California St 25th Floor, San Francisco, CA 94111	41527xxxx3
TIAA Financial Services	4 Embarcadero Ctr, San Francisco, CA 94111	88884xxxx9	aco*@p*********.com	1	2					623	329
Apb Investments	San Francisco, CA 94112	41558xxxx3
Fstr Inc	201 California St, San Francisco, CA 94111	41544xxxx5	3d@**w.louiewongcpa
Equity Plan Advisory Services, San Francisco, CA - UBS Financial Services Inc.	555 California St 34th Floor, San Francisco, CA 94104		ade*******@u.com
The 511 Group - Morgan Stanley	555 California St 14th Floor, San Francisco, CA 94104	41557xxxx6	acm*********@m**********.com
Best Financial Group	Elkan Cunst Building, 323 Geary St #711, San Francisco, CA 94102	41566xxxx9
Dlc Financial Consulting	655 Montgomery St Ste 1200, San Francisco, CA 94111	88895xxxx0	aam**@d***.com							51		55
Raymond James Financial Services	1 Embarcadero Ctr Ste 4100, San Francisco, CA 94111	41588xxxx6	aar**********@r*********.com							17181
MFA Financial Planning	586-B Wisconsin St, San Francisco, CA 94107	41580xxxx5	adm@m*****************.com	5	1
Brian Addington - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	rbc*******@r.com	5.01						12303		14000
Credit Advisors Council-Credit Repair San Francisco	1 Sansome St 35th floor, San Francisco, CA 94104	51097xxxx0	ale**@c******************.com
Agile Financial Planning	28 2nd St #3, San Francisco, CA 94105	41535xxxx7	mpa*@a****.com
Golden Gate Financial Partners	580 California St #1200, San Francisco, CA 94104	41539xxxx4
Brightview Financial Solutions, LLC		65051xxxx9	inf@b********.financial	5.01
Fitch Financial Advisors LLC	2627 Chestnut St, San Francisco, CA 94123	41592xxxx9	cla**@f**********.com
Gordon Mak - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx9	gor*****@a*.com												5
Fu Danny C CPA CFT EA MBA
Greg C Musick - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx9	and**********@a*.com							72
VS Financial Planning	142 Sansome St, San Francisco, CA 94104	41581xxxx3	inf@v**.com
Edward Jones - Financial Advisor: James Rohn	1628A California St, San Francisco, CA 94109	41540xxxx5
Euphrat William Municiple Finance	3100 Clay St, San Francisco, CA 94115	41592xxxx4
Stifel	1 Montgomery St # 3700, San Francisco, CA 94104	41536xxxx0
Montcalm TCR	1083 Mission St, San Francisco, CA 94103	41532xxxx0
Cloud n' Books	2120 University Ave Berkeley, CA 94704	92582xxxx3	dd0***************************@s***.wixpress	4.4	57	4.5	11
Merrill Lynch Financial Advisor Gregory S Murphy	555 California St, San Francisco, CA 94104	41567xxxx1
Council Financial & Insurance Services	425 Market St Ste 1600, San Francisco, CA 94105	83347xxxx6	3d@**w.dianaknowsmedicare	3	2
Merrill Lynch Wealth Management	101 California St 25th Fl, San Francisco, CA 94111	21323xxxx0	3d@**w.wealthmanagement
Citi Pwm	130 W Portal Ave, San Francisco, CA 94127	41573xxxx1	aak********@c*****.com	4.9	8
Sutro Advisors		41561xxxx6	sxx@s************.com
Corporate Diligence Specialists	1 Bush St Ste 650, San Francisco, CA 94104	41586xxxx9	cxx**@c***************.com
Kate Wilusz - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5		5
Merrill Lynch Financial Advisor Justin M Kroplin	555 California St 9th Floor, San Francisco, CA 94104	41567xxxx2	ale********@m.com	2.33
Bradley Ughetta-Wealth Financial Advisor	180 Montgomery St, San Francisco, CA 94104	41579xxxx2	aar**@b**********.com					3	922	98159	1047
Merrill Lynch Financial Advisor Michael P Rennels	555 California St 9th Floor, San Francisco, CA 94104	41567xxxx5	ale********@m.com
Best Interest Fiduciary Services	3288 21st St #170, San Francisco, CA 94110	41548xxxx0	inf@b*******************.com
Jeffrey Burke - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41557xxxx9	ben*****************@u.com
Merrill Lynch Financial Advisor Race K Stowell	555 California St 9th Floor, San Francisco, CA 94104	41528xxxx0	ale********@m.com
Skylark Wealth	2443 Fillmore Street Num 380-1492, San Francisco, CA 94115			5
Vlashos Investment Management	601 Montgomery St, San Francisco, CA 94111	41598xxxx9
Merrill Lynch Financial Advisor Sharam Pavri	555 California St, San Francisco, CA 94104	41567xxxx4	ale********@m.com
Wispple			edd********@g**.com
Doug McAllister, Financial Advisor	2358 Market St, San Francisco, CA 94114	41551xxxx9	abo*@e***********.com												5	5
Richard Pon CPA	San Francisco, CA 94105	65031xxxx2	use@d****.com			1	1
Athena Fund Advisors	1 Market St Ste 2400, San Francisco, CA 94105	88886xxxx7	3d@**w.athenafundadvisors	4.6	10
U.S. Bank Branch	4610 Mission St, San Francisco, CA 94112	41533xxxx0		2.9	13
Stancorp Investment Advisers	115 Sansome St Ste 510, San Francisco, CA 94104	41539xxxx3
Nathalie Delrue-McGuire - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	65025xxxx2	nat******************@r.com
Judd Kristen W	809 Montgomery St, San Francisco, CA 94133	41539xxxx0
First Financial	2001 Union St, San Francisco, CA 94123	41535xxxx0	bhu*****@f***************.com							5396
Emil Peinert - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	dns***@a*.com							74
SF Financial	2473 Sutter St, San Francisco, CA 94115	41582xxxx0
Gesd Capital Partners	221 Main St, San Francisco, CA 94105	41547xxxx0	bra***********@a******.com
Eybel Property Investment	San Francisco, CA 94122	41575xxxx1
BV Eventers	600 Montgomery St, San Francisco, CA 94111	41586xxxx0	hel@r********.com
Osborne Partners Capital Management	580 California St, San Francisco, CA 94104	41536xxxx7	aar**@o************.com
Wealth Strategic	2269 Chestnut St, San Francisco, CA 94123	80021xxxx5	3d@w**************.com
MetLife Financial Planning Division	425 Market St #970, San Francisco, CA 94105	41583xxxx3		1	1
Oui Financial	855 Lincoln Way, San Francisco, CA 94122	41557xxxx2		5
ForUsAll	665 3rd St, San Francisco, CA 94107	84440xxxx3	aar@f*****.com	3.5	42					1218	8	1200
U.S. Bancorp Investments - Financial Advisors: Tyler Siv	4610 Mission St, San Francisco, CA 94112	41540xxxx8	aar**********@u***.com	3.73						341260	3975	343822
Mercer Advisors Wealth Management	235 Montgomery St Suite 1020, San Francisco, CA 94104	41550xxxx2		5	2
Schneider Financial Advisors
Jocelyn Reitzel Sullivan - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx8
Dyvergent Path	Piedmont, CA 94611	41554xxxx1	coa**@d**********.com	5	4	5	3
Graystone San Francisco - Morgan Stanley	555 California St Floor 14, San Francisco, CA 94104	92574xxxx9	acm*********@m**********.com	5.01
Rockefeller Capital Management	Two Embarcadero, Ste 2320, San Francisco, CA 94111	41583xxxx0	aal*****@r***.com
Schneider Financial Advisors	220 Montgomery St Ste 946, San Francisco, CA 94104	41595xxxx3
Scheffler Financial Services Inc	1 Sansome St, San Francisco, CA 94104	41595xxxx8
Steve Bealey - Financial Advisor, Ameriprise Financial Services, LLC	225 Bush St, Ste 1835, San Francisco, CA 94104	41562xxxx5	bra**********@a*.com
Kayvan Izadpanah - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	wms********@r.com	5.01						11574		12901
The Sharpes Group - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx9
Boston Financial Investment Management	315 Montgomery St STE 900, San Francisco, CA 94104	41578xxxx0
Merrill Lynch Financial Advisor Robert B Murtagh	555 California St, San Francisco, CA 94104	41567xxxx9	bri**********@b*.com
Merrill Lynch Financial Advisor David Finci	555 California St, San Francisco, CA 94104	41567xxxx8	ale********@m.com	2.33
Not So Secure Inc	555 California St, San Francisco, CA 94104	41595xxxx0	aad******@s**************.com							1289
Financial Advisor	3450 Geary Blvd Ste 203, San Francisco, CA 94118	80036xxxx0	fa.********@f*************.net
Bindu buddayapalli	123 Carolina St, San Francisco, CA 94103
San Francisco Equity Compensation Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx9	ben*****************@u.com
Foilis Roger	San Francisco, CA 94102	41588xxxx6
Hudson Private Wealth Advisors - Ameriprise Financial Services, LLC	1 Sansome St #3500, San Francisco, CA 94104	41594xxxx5	dns***@a*.com							71		75
L Squared Wealth Management		41534xxxx7	d-j@l*******.com
Robert Kuo Consulting	760 Market St Fl 753, San Francisco, CA 94102	41529xxxx4	3d@**w.teecom
Lazard Financial Advisory	4 Embarcadero Ctr 24th floor, San Francisco, CA 94111	41562xxxx0		3	2
Boston Private Wealth	100 1st St, San Francisco, CA 94105	41579xxxx3
Elaine Lee - Private Client Advisor	180 Montgomery St, San Francisco, CA 94104	41540xxxx1	aar****************@b**********.com					3	922	98159	1047
Michael Yochum, CFP, CRPS - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41595xxxx9	ben*****************@u.com	4.03
Cypress Leasing Corp	188 The Embarcadero Ste 420, San Francisco, CA 94105	41528xxxx0	3d@**w.cypressleasing
Barnabell Associates	3627 Sacramento St, San Francisco, CA 94118	41592xxxx5	3d@**w.panasciassociates
Merrill Lynch Financial Advisor Eric Wold	101 California St 21st Floor, San Francisco, CA 94111	77541xxxx6	ale********@m.com	2.33
Vitavie Financial Planning	195 Moulton St, San Francisco, CA 94123	41540xxxx2	ali*@n**************.com										5	1
Morgan Stanley Financial Advisors	101 California St 23rd Fl, San Francisco, CA 94111	41569xxxx0		1	1
Edward Jones - Financial Advisor: Damon Liang	2000 Van Ness Ave UNIT 714, San Francisco, CA 94109	41577xxxx0	a.j*******@e********.com							83525
Valiant Capital	1 Market St, San Francisco, CA 94105	41565xxxx1
Sterck Kulik O'Neill Accounting Group	150 Post St San Francisco, CA 94108	41543xxxx0	2f1***********************************@w***************.com			4.5	10
Steven Spiesberger - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com							14800		16000
Wang Wealth Advisors LLC	536 Irving St, San Francisco, CA 94122	41575xxxx7	xu.**@l.com		4										5
Harris Group: Certified Financial Planning™ - Morgan Stanley	555 California St 35th Floor, San Francisco, CA 94104	41598xxxx1
Mission Wealth	1 Sansome St, San Francisco, CA 94104	41541xxxx0	ach**@m**********.com
Gary Cattich - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4
Merrill Lynch Financial Advisor Joseph M Nowak	101 California St 25th Floor, San Francisco, CA 94111	41527xxxx9	bri**********@b*.com
thinair financial Inc	527 Haight St, San Francisco, CA 94117	41585xxxx5	inf@t**************.com
Planning & Financial Advisors	44 Montgomery St # 1610, San Francisco, CA 94104	41567xxxx0
Luna Xu - RBC Wealth Management Financial Advisor	345 California Street, San Francisco, CA 94104	41544xxxx4
Investors Circle	165 11th St, San Francisco, CA 94103
Fiserv Checkfree	333 Bush St, San Francisco, CA 94104	41522xxxx0	20d@f***.com							23938
Thin Air Financial	527 Haight St, San Francisco, CA 94117	41585xxxx5	inf@t**************.com
Tim Cooper Cfp	550 California St, San Francisco, CA 94104	41539xxxx4
Morgan Stanley Financial Advisors	555 California St 35th Floor, San Francisco, CA 94104	41598xxxx0	ade*********@m**********.com	5	1
Mill Valley Investments	3240 Scott St, San Francisco, CA 94123	41556xxxx6
Pacific Financial Group	4 Embarcadero Ctr #1400, San Francisco, CA 94111	41539xxxx0
Charles Schwab	1374 Fulton St, San Francisco, CA 94117	61764xxxx1	3d@**w.schwab							263489	126	267397
DRS Financial Partners LLC		41588xxxx8	hel@d**.com
Eric Englund - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	wms********@r.com							11574		12902
Embarcadero Financial Group	1 Embarcadero Ctr #1540, San Francisco, CA 94111	41539xxxx0	amy@e*******************.com							8
Financial Network Investment	760 Market St, San Francisco, CA 94102	41539xxxx9	a.h*****@c***.com							1898	106
Southwest Securities Inc	44 Montgomery St Ste 4020, San Francisco, CA 94104	41548xxxx0	3d@**w.hilltopsecurities							305
Argonaut Financial Planning and Investment Management	405 Oak Park Dr, San Francisco, CA 94131	41540xxxx2	dav@a**************.com
Bank of America ATM	1 Powell St, San Francisco, CA 94102	84440xxxx0	ald*********@m.com	4	2
Merrill Lynch Financial Advisor Minnie Wong	555 California St, San Francisco, CA 94104	41527xxxx8	ale********@m.com
Benjamin Dean - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41557xxxx2
Parallel Advisors, LLC	150 Spear St #950, San Francisco, CA 94105	86662xxxx4	amy*****@p*************.com
Heritage Wealth Advisors - Ameriprise Financial Services, LLC	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5
Catherine Chen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	mic**********@r.com
Nvest Inc	225 Valencia St, San Francisco, CA 94103	41555xxxx1
Charles Schwab & Co, Inc	211 Main St, San Francisco, CA 94105	41566xxxx0		2.6	12					259274	79	269108
Merrill Lynch Financial Advisor Stephen R Osborn	555 California St, San Francisco, CA 94104	41567xxxx1	ale********@m.com	5.01
Steven M Minkoff - Private Wealth Advisor, Ameriprise Financial Services, LLC	432 Clay St, San Francisco, CA 94111	41539xxxx0	bri*********@a*.com
Peter de Castro - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	wms********@r.com							14777		16000
Armanino LLP - San Francisco	44 Montgomery St #900, San Francisco, CA 94104	41556xxxx0
NBS	870 Market St, San Francisco, CA 94102	41539xxxx5	abo@n****.com
American Dream Financial Consulting	150 Berry St, San Francisco, CA 94107	88840xxxx6	jan***@g********.business
Thomas Van Dyck - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	mic**********@r.com
Taxplus Financial Services	44 Gough St #205, San Francisco, CA 94103	41543xxxx0	inf@t**************.com	5	1
Morgan Stanley Wealth Management	555 California St Ste 2100, San Francisco, CA 94104	41557xxxx0
Golden Gate Personal Financial	703 Market St # 614, San Francisco, CA 94103	41534xxxx9
Marin Wealth Advisors LLC	899 Northgate Dr #300, San Rafael, CA 94903	41545xxxx0	inf@m*****************.com
Osborne Partners Capital Management, LLC	580 California St Ste 1900, San Francisco, CA 94104	80036xxxx4	aar**@o************.com
Aquitaine Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx2	ade*******@u.com
Aspiriant \| San Francisco	50 California St 26th floor, San Francisco, CA 94111	41537xxxx0
UBS International Division, San Francisco, CA - UBS Financial Services Inc.	555 California St 46th Floor, San Francisco, CA 94104
William Row Jr - Financial Advisor, Ameriprise Financial Services, LLC	1 Sansome St Ste 3500, San Francisco, CA 94104	41559xxxx5	cla*********@a*.com
NerdWallet	875 Stevenson St Fl 5, San Francisco, CA 94103	41554xxxx3	aa@n*********.com	3.7	27					178803	1086	189313			4.5	558
Peninsula Wealth LLC	350 Townsend St #411, San Francisco, CA 94107	41567xxxx0
Eric Lahtinen - Financial Advisor, Ameriprise Financial Services, LLC	150 Post St Ste 530, San Francisco, CA 94108	41577xxxx9	dns***@a*.com							132670
The Hexon Company	244 California St Ste 601, San Francisco, CA 94111	41598xxxx5
Kkr Financial Advisors Llc	4 Embarcadero Ctr, San Francisco, Ca 94111	41531xxxx0	aar*******@k.com												1	1
AltE Finance	582 Market St # 912, San Francisco, CA 94104	41539xxxx1
Deferred Capital Gain	1390 Market St, San Francisco, CA 94102	41565xxxx8
Douglas Gapper - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8
DiversiFi Capital	655 5th St #3, San Francisco, CA 94107	65063xxxx7		5
Merrill Lynch Financial Advisor Paul Sung	555 California St, San Francisco, CA 94104	41553xxxx4	ale********@m.com
U.S. Bank Branch	1850 Irving St, San Francisco, CA 94122	41566xxxx3		3.3
Bank of America (Lobby Service Only)	445 Powell St, San Francisco, CA 94102	41562xxxx8		3.7
True Root Financial	766 Sutter St, San Francisco, CA 94109	41532xxxx2	1b5***********************************@w***************.com	5	11					342		369
Public Financial Management	50 California St, San Francisco, CA 94111	41598xxxx4	ali@p*.com
Forest Hill Financial Advisory GRP	469 Pacheco St, San Francisco, CA 94116	41566xxxx2
Chase Bank	1040 Grant Ave, San Francisco, CA 94133	41542xxxx2		3.9	22					2	10	2
Kevin M Cardenas - Morgan Stanley	555 California St 35th Floor, San Francisco, CA 94104	41595xxxx0	acm*********@m**********.com	5.01
Insight Wealth Strategies	2603 Camino Ramon Suite 350, San Ramon, CA 94583	80031xxxx8	aab*****@b.com							103	4
Edelman Financial Engines	3950 Civic Center Dr Suite 315, San Rafael, CA 94903	83375xxxx3
Perigon Wealth Management, LLC	201 Mission St #1825, San Francisco, CA 94105	87797xxxx5	abe**@p**********.com
R-T Specialty	101 California St Ste 900, San Francisco, CA 94111	41539xxxx5	3d@r**********.com
Mid Mex	10 S Van Ness Ave, San Francisco, CA 94103	41564xxxx0
Coleman, James
SFBay Financial, Inc.	201 Spear St Ste. 1100, San Francisco, CA 94105	41570xxxx5		5
Sean Hanson - Financial Advisor, Ameriprise Financial Services	432 Clay St, San Francisco, CA 94111	41539xxxx0	bri*********@a*.com
Modern Financial Planning	5940 College Ave f, Oakland, CA 94618	51051xxxx9	jan***@m*****.com
Elizabeth Groeger - Morgan Stanley Financial Advisor	555 California St 35th Floor, San Francisco, CA 94104	41569xxxx4
California Housing Partnership Corp	369 Pine St Ste 300, San Francisco, CA 94104	41543xxxx4	3d@**w.chpc							7		7
Snyder Capital Management	101 Mission St, San Francisco, CA 94105	41573xxxx7	aar**@i*************.com
Pharos Wealth Management	352 Ignacio Blvd, Novato, CA 94949	41520xxxx6	sco@p*********.com	5	2
L Jsf Investments	2428 Bay Shore Blvd, San Francisco, CA 94134	41545xxxx1
Jackson Square Financial	48 Gold St, San Francisco, CA 94133	41521xxxx0	ama**@j**.com	5	1					48	38	47
Geneva Investment Management	235 Montgomery St, San Francisco, CA 94104	41562xxxx7
Financial Network Investment	550 California St # 700, San Francisco, CA 94104	41539xxxx4
Merrill Lynch Financial Advisor Christopher Castro	555 California St, San Francisco, CA 94104	41520xxxx3
The San Francisco Wealth Management Group - Morgan Stanley	555 California St Floor 14 and 35, San Francisco, CA 94104	41598xxxx0		5	1
Vision Financial Group	2131 19th Ave, San Francisco, CA 94116	41566xxxx8
Kransco	1 Maritime Plz Ste 1925, San Francisco, CA 94111	41581xxxx2	3d@k******.com
Gregory Ware - Platinum Financial Services Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41577xxxx3	dns***@a*.com
Cogent Investment Advisors LLC	580 California St f12, San Francisco, CA 94104	41596xxxx0	inf@c*******.com	5.013
Northwestern Mutual	Transamerica Pyramid, 600 Montgomery St #1600, San Francisco, CA 94111	41573xxxx5	soc*@n***************.com	3	4					107342	16225	108000
Merrill Lynch Financial Advisor Katie Henry	555 California St, San Francisco, CA 94104	41527xxxx5	ale********@m.com
Waypoint Wealth Partners	415 Mission St 37th Floor, San Francisco, CA 94105	87776xxxx2	abb@w********.com
U.S. Bancorp Investments - Financial Advisors: San Francisco	2656 Ocean Ave, San Francisco, CA 94132	41556xxxx9	aar**********@u***.com	5.02						341260	3975	343822
UBS Financial Service	555 California St Ste 4650, San Francisco, CA 94104	41539xxxx0	aar*****@u.com							229847
Pixel Financial Planning, LLC		41589xxxx0	c90***********************************@w***************.com	5	1
TD Ameritrade	100 Post St, San Francisco, CA 94108	41585xxxx0	aam*********@t*********.com	3.2	11					391129		396152
Monroe Wealth Management	1160 Battery St suite 100, San Francisco, CA 94111	51099xxxx3	jan**@m*****.com	5	29