Business List: Investment Service in USA

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Lifeline Development System 1042 Buchanan St NE, Washington, DC 20017
20232xxxx1
Redbridge Capital 510 W 6th St, Los Angeles, CA 90014
32335xxxx1
Atlas Venture 300 Technology Square 8th Floor, Cambridge, MA 02139
85720xxxx0 a.m********@a***********.com 4.3
Newport Group 515 S Figueroa St, Los Angeles, CA 90071
31050xxxx1 aac*****@n***********.com
Vilardo, John 333 S Hope St, Los Angeles, CA 90071
40423xxxx8 ale*********@m*.com
Avp Advisors 10940 Wilshire Blvd, Los Angeles, CA 90024 31082xxxx3
St. James Investment Company 3838 Oak Lawn Ave #1414, Dallas, TX 75219
21448xxxx0 bi**@s****.com
Abbenante, Michael 1152 15th St NW, Washington, DC 20005
20265xxxx5 ale*********@m*.com
Citibank 2198 Chestnut St San Francisco, CA 94123
41581xxxx4 abb**********@c***.com 3 25 154190 1818 11
Imf 700 19th St NW, Washington, DC 20431
20262xxxx0 aa@i**.org 2.6 537
New Perspective Wealth Management 1250 Connecticut Ave NW Ste 700, Washington, DC 20036 24093xxxx1
Kenny Heller 600 Montgomery St Ste 1600 San Francisco, CA 94111
41573xxxx3 adm*******@c*****.com 5 91 107322 16242 108000
Campos, Catherine 2029 Century Park E, Los Angeles, CA 90067
31085xxxx6 ale*********@m*.com
Georgetown Capital Group 2009 14th St N Apt 410, Arlington, VA 22201 70324xxxx7
Gray, Trey 1152 15th St NW, Washington, DC 20005
20265xxxx0 ale*********@m*.com
United Services Investment Group, Inc.
60363xxxx9 joh*@r************.business
Alexandria Capital 1300 17th St N, Arlington, VA 22209
20239xxxx0 aho**@a****************.com 5 16 208
Tarr, James 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx4 acm***********@m************.com
The Quander Group 420 Taylor St NE, Washington, DC 20017 20280xxxx0
Karugapadam, Rahul Arcadia 2029 Century Park E, Los Angeles, CA 90067
31055xxxx8 dns*****@a***.com
Scali, Paula 1152 15th St NW, Washington, DC 20005
20265xxxx2 ale*********@m*.com
Efe Inc 1465 Tamarind Ave, Los Angeles, CA 90028
32396xxxx0 alf*******@e*****.net 2287
Kenneth Crowley 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 a.m******@r**.rockco
Dash Capital, LLC #MaxYourDash 7424 Victor Mendon Rd, Victor, NY 14564
58544xxxx4 ama***@d******************.com 5 4 357 4 383
Siebert Williams Shank & Co 523 W 6th St Ste 703, Los Angeles, CA 90014
21323xxxx1 ach*@s**************.com 5 1
Linda Yang 1888 Century Park E, Los Angeles, CA 90067
31040xxxx5 acc************@f************.com
Burnett, Susan 2049 Century Park E, Los Angeles, CA 90067
31078xxxx6 ban**********@e****.bankofamerica
Durrett, Scott 2029 Century Park E, Los Angeles, CA 90067
56230xxxx6 ado********@a***.com
Tiu, Chandlier, AGT 145 S Fairfax Ave, Los Angeles, CA 90036
32384xxxx8 ali*************@p********.com 148312 3548 158000
Fidelity Investments 1900 K St NW Frnt 110, Washington, DC 20006
20246xxxx6 a61****@f*******.com
Mirae Asset Wealth Management 3701 Wilshire Blvd Ste 101, Los Angeles, CA 90010
21326xxxx2 cho*@m************.com
First Republic Bank 3533 California St, San Francisco, CA 94118
41583xxxx8 aac**********@f************.com 3.9 7 4 24 89729 259
Checketts, Paul 2049 Century Park E, Los Angeles, CA 90067
31040xxxx1 ale*********@m*.com
Genesis Investment Advisors 355 Alhambra Cir Ste 1550, Coral Gables, FL 33134
78686xxxx0 and*******@g********.com
Kensington Investment Company 347 Congress St, Boston, MA 02210
61779xxxx0 abi*****@k********.com
Edward Jones - Financial Advisor: Sergio Abarca 1201 Connecticut Ave NW Ste 850, Washington, DC 20036
20222xxxx9 a.j*********@e**********.com
Wells Fargo Advisors 10 Chestnut Ave, South San Francisco, CA 94080 65087xxxx2
Westside Financial Services 1544 Cotner Ave, Los Angeles, CA 90025 31047xxxx0
Exum, Julie 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx8 ale*********@m*.com
Prosperi, John 1775 I St NW, Washington, DC 20006
20286xxxx2 acm***********@m************.com
Franchise Foundations 4157 23rd St San Francisco, CA 94114
80094xxxx2 fra*********@g****.com 3 112
Dias, Steven 2049 Century Park E, Los Angeles, CA 90067
31073xxxx6 ban**********@e****.bankofamerica
11th & G Street Investors 1100 G St NW, Washington, DC 20005 20239xxxx3
Xcel Financial Services 2900 N Eastern Ave, Los Angeles, CA 90032
32322xxxx0 inf*@x************.com 4.5 13
Hospitality Investment Services 499 E Winchester Blvd suite 102, Collierville, TN 38017
90168xxxx4 gko*****@h*****.com 5.01
The Gerry Building 910 S Los Angeles St, Los Angeles, CA 90015
21322xxxx8 inf*@g************.com
Fidelity Pacific Investments, Inc. 2029 Century Park E Ste Floor, Los Angeles, CA 90067 86699xxxx4
Edward Jones - Financial Advisor: Michael J Kenyon 8 10th St Ste 922 San Francisco, CA 94103
41561xxxx0 a.j*********@e**********.com 87586 100000
Macquarie Asset Management 610 Market St, Philadelphia, PA 19106
21525xxxx0 isd*************@m********.com 5 5
Townshend, Charlie 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx1 acm***********@m************.com
Bottega Investments 10940 Wilshire Blvd Ste 1430, Los Angeles, CA 90024
31020xxxx0 cle*****************@b*************.com
Vaco 6701 Center Dr W, Los Angeles, CA 90045
31069xxxx0 aip@v*************.com
Morgan Stanley Wealth Management 444 S Flower St, Los Angeles, CA 90071
21348xxxx1 erp******@m**************.com
Del Camp Investments 2120 Market St San Francisco, CA 94114 41562xxxx1
Rand, Ronald 444 S Flower St, Los Angeles, CA 90071
56290xxxx5 acm***********@m************.com
RBC Wealth Management Branch - Bangor 23 Water St Ste 303, Bangor, ME 04401
20794xxxx7 rbc*********@r**.com 3.7 3 12316 14000
4.5 7
Lee, James 2049 Century Park E, Los Angeles, CA 90067
31078xxxx4 ban**********@e****.bankofamerica
Fraser Financial Group 3530 Wilshire Blvd, Los Angeles, CA 90010
21325xxxx0 dst****@f*************.com
Pro Business Plans 350 Rhode Island St Ste 240 San Francisco, CA 94103
87781xxxx2 inf*@b*************.com 2 1
First Republic Bank 1088 Stockton St, San Francisco, CA 94108
41583xxxx8 aa@f************.com 4 15
Human Interest 655 Montgomery St, Ste 1800 San Francisco, CA 94111
85562xxxx4 aar**@h************.com 1.4 41 9901 50 10000
USA Wealth Partners 200 S Bemiston Ave UNIT 201, Clayton, MO 63105
80028xxxx7 car****@u****************.com 5.01
HSBC Government Relations 1401 I St NW, Washington, DC 20005
20246xxxx1 dns*****@h***.com
Kate Wilusz - Ameriprise Financial Services 225 Bush St Ste 1835 San Francisco, CA 94104
41562xxxx5 dns*****@a***.com 5 9
Condra, Bryan 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx9 acm***********@m************.com
MultiGenerational Wealth Management - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx9 abc***@u**.com
Goree III, Paul, AGT 1152 15th St NW, Washington, DC 20005
20265xxxx8 ale*********@m*.com
Coons, Donald 2049 Century Park, Los Angeles, CA 90067
31040xxxx9 ale*********@m*.com
Haneline, Jeremy L 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx3 ale*********@m*.com
Kathryn Amenta Money Coach San Francisco, CA 94109
41551xxxx3 kat****@k************.com 4.2 23
Ameriprise Financial 105 Main St Ste 1, Bangor, ME 04401
20794xxxx7 dns*****@a***.com
Gudino, Dante 2049 Century Park E, Los Angeles, CA 90067
31085xxxx1 ale*********@m*.com
Katz, Michael 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx6 acm***********@m************.com
College Debt Solution 5850 W 3rd St, Los Angeles, CA 90036 32376xxxx3
Funding By Ricky 877 Laguna St, Ste 79 San Francisco, CA 94102
41534xxxx3 5 1
Capital International Research 11100 Santa Monica Blvd, Los Angeles, CA 90025
31099xxxx9 aa@c***********.com 3.4 5
Cfmv Global Wealth Advisors 11111 Santa Monica Blvd, Los Angeles, CA 90025
31062xxxx9 bob**@v******************.com
SD Mayer & Associates 235 Montgomery St Fl 30 San Francisco, CA 94104
41568xxxx1 abe**@s******.com 4 4 2.3 3 241 38 253
Capital Group 333 S Hope St Fl 53, Los Angeles, CA 90071
21343xxxx5 a@c*******.com 169239
Sheffield, Jonathan 350 S Grand Ave, Los Angeles, CA 90071
21378xxxx5 ale*********@m*.com
Hodara, Samuel 2029 Century Park E, Los Angeles, CA 90067
31077xxxx1 ale*********@m*.com
Investor Services 85 Broad St, New York, NY 10004
con****@p*******************.com 5 16 517
Edward Jones - Financial Advisor: Kyle S Parkin 1857 N 1120 W, Provo, UT 84604
80137xxxx5 a.j*********@e**********.com 86462 97000
Ramajal 800 W 6th St Ste 728, Los Angeles, CA 90017 21348xxxx0
Edward Jones - Financial Advisor: Meagan M Fishell 4190 24th St San Francisco, CA 94114
41528xxxx9 a.j*********@e**********.com
Birch Hill Investment Advisors One International Pl, Boston, MA 02110
61750xxxx0 ade********@b****************.com
First Republic Bank 558 Presidio Blvd, San Francisco, CA 94129
41556xxxx8 aac**********@f************.com 4 4 4.2 10 89730 259
Morgan Stanley 1850 K St NW Ste 900, Washington, DC 20006
20285xxxx4 int**********@m************.com
Patelco Credit Union 1405 Noriega St, San Francisco, CA 94122
80035xxxx8 aab****@p******.org 3.7 17 3.8 65 34555 705 34000
Babylon Wealth Management 100 Pine St 1250 Ste 1250 San Francisco, CA 94111
41585xxxx1 a***@b************.com 173 174
Ucb Investment Services 1301 Stockton St San Francisco, CA 94133 41598xxxx0
Merchant Factors Corp 800 S Figueroa St, Los Angeles, CA 90017
21334xxxx1 abi****@m**************.com
Crown Agents Financial Service 1611 N Kent St, Arlington, VA 22209 27668xxxx0
H5 Capital Westwood 1122 Gayley Ave, Los Angeles, CA 90024 31020xxxx0
Raymond James 3610 N University Ave Ste 350, Provo, UT 84604
80122xxxx0 aar************@r***********.com
Small Business Investor Allnc 1100 H St NW, Washington, DC 20005
20262xxxx5 aar********@s***.org
Reilly, Thomas Gerard, AGT 2034 Cotner Ave, Los Angeles, CA 90025
31057xxxx0 amb******@g****.com
TRD INVESTMENTS 3435 Wilshire Blvd Ste 920, Los Angeles, CA 90010 21367xxxx0 1 1
B Riley FBR, Inc 1300 17th St N, Arlington, VA 22209
70331xxxx0
Washington Wealth Management - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx9 abc***@u**.com
The Olcott Group 2001 15th St N, Arlington, VA 22201
70368xxxx0 rob@t*************.com
Bellwether Group 11150 Santa Monica Blvd, Los Angeles, CA 90025
31044xxxx0
Glg 1023 15th St NW, Washington, DC 20005 20268xxxx8
Choi, Augustine, AGT 11845 W Olympic Blvd, Los Angeles, CA 90064
31069xxxx6 aug*************@a***.com 69
Laus Investment Group 785 Columbus Ave San Francisco, CA 94133 1 7
Summit Capital Investors 6630 W Sunset Blvd, Los Angeles, CA 90028 32346xxxx5
Lula Financial 95 3rd St, Fl 2 San Francisco, CA 94103
71474xxxx0 4.9 38
Wingate Wealth Advisors, LLC 450 Bedford St, Lexington, MA 02420
78186xxxx0 art***************@w********************.com 4.8 4
Financial Investments Corporation 50 E Washington St, Chicago, IL 60602
31249xxxx3 alu***@f*****.com 1.01
Heller Capital Resources 11845 W Olympic Blvd, Los Angeles, CA 90064
31047xxxx8 e@h**********.com 796
Mary M. Geong, CPA EA MBA 1415 Grand Ave, Piedmont, CA 94610 51065xxxx7 4.9 56
Gilbert Investment Management Inc 20 McKenna Terrace #304, Boston, MA 02132
20723xxxx3 dgi*****@g********.com
Tristian Lacroix - Northwestern Mutual 111 Sutter St Ste 1800 San Francisco, CA 94104
41573xxxx5 ab@n***.com 5 1
Qazi, Martin & Associates - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20222xxxx5 abc***@u**.com
Global Investment Co 300 Frank H. Ogawa Plaza STE 253, Oakland, CA 94612
51083xxxx3 cat**@g************************.com 1 1
LW Investment Management (USA) LLC 1111 Brickell Ave Unit 2100, Miami, FL 33131
78635xxxx6 inf*@l******.com 5.01
Matthews Asia Fund 4 Embarcadero Ctr Ste 550 San Francisco, CA 94111
80078xxxx2 add****@e******.com 5 1
Andrei Financial Communication 1401 N Rhodes St, Arlington, VA 22209 70368xxxx2
Capital Assets Planning, Inc. 2165 N Brandywine St, Arlington, VA 22207
70320xxxx0 cap@c********.com
The DC Financial Group 1801 K St NW, Washington, DC 20006
20240xxxx0 ade********@n*.com
Security Financial Planners 2811 W Florence Ave, Los Angeles, CA 90043 32375xxxx1
Snelson, William E 2029 Century Park E, Los Angeles, CA 90067
42434xxxx6 ado********@a***.com
Kelly, Sean 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx9 acm***********@m************.com
Toth, Annterese 333 S Hope St, Los Angeles, CA 90071
85838xxxx2 ale*********@m*.com
Oportun 4165 Beverly Blvd, Los Angeles, CA 90004
31095xxxx4 a-l@o******.com 4.9 261 100889 183
Boden & Associates San Francisco, CA 94102 41556xxxx2
Onnen, Tripp 1747 Pennsylvania Ave NW, Washington, DC 20006
20277xxxx9 acm***********@m************.com
Morgan Stanley Wealth Management 601 S Figueroa St Fl 28, Los Angeles, CA 90017 21355xxxx0 aar***********@m***********************.com
Citibank 260 California St San Francisco, CA 94111
41581xxxx5 abb**********@c***.com 1.9 15
Collingwood Group 1717 K St NW, Washington, DC 20006
20254xxxx0 93f*************************************@w*****************.com 1343 37 1400
Hartl, Philippe 2049 Century Park E, Los Angeles, CA 90067
31040xxxx4 ale*********@m*.com
Sterling Bank & Trust 2045 Van Ness Ave, San Francisco, CA 94109
41567xxxx0 agl****@s***********.com 4 9
The Capital ESOP Group - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx8 abc***@u**.com
Awad K Morgan 1001 Connecticut Ave NW, Washington, DC 20036
20275xxxx4 awa**********@a***.com
Vipond, Dallas 1152 15th St NW, Washington, DC 20005
20265xxxx5 ale*********@m*.com
Mouser, Stanley 1775 I St NW, Washington, DC 20006
20286xxxx7 acm***********@m************.com
Awad Morgan - Financial Advisor, Ameriprise Financial Services 1001 Connecticut Ave NW Ste 630, Washington, DC 20036
20275xxxx4 awa**********@a***.com
Weiss, Justin A, CFA 444 S Flower St, Los Angeles, CA 90071
21348xxxx1 acm***********@m************.com
RBC Wealth Management Branch - Boston 53 State St Suite 3600, Boston, MA 02109
61772xxxx0 wms**********@r**.com 3 2 14777 16000
USA Mutuals Advisors, Inc. 700 N Pearl St Suite 910, Dallas, TX 75201
86626xxxx3 ela****@u*********.com 2.03
Vincere Wealth Management 201 Spear St Ste 1100 San Francisco, CA 94105
41557xxxx1 con****@a************.com 5 2
Heitner, Mark MD Serving theDaly City Area 41564xxxx0
Stulberg Wealth Management - Ameriprise Financial Services 2029 Century Park E Ste 2550, Los Angeles, CA 90067
42434xxxx1 dan*************@a***.com
Karl Von Brockdorff - Private Wealth Advisor, Ameriprise Financial Services 44 Montgomery St Ste 3100, San Francisco, CA 94104
41528xxxx0 dns*****@a***.com 75 91
Scott, William 333 S Hope St, Los Angeles, CA 90071
21323xxxx0 ale*********@m*.com
Prism Financial Resources 445 S Figueroa St Ste 2700, Los Angeles, CA 90071
21348xxxx0 adm**@p**********************.com
Laura Forex San Francisco, CA 94102 50670xxxx1
All About Your Taxes 358 El Camino Real, San Bruno, CA 94066
65041xxxx2 akr**@a****************.com 5 2 4.9 153
IntraFi Network 1300 17th St N, Arlington, VA 22209
70329xxxx0 ccp*@i******.com
Bangor, ME Branch Office - UBS Financial Services Inc. One Merchants Plaza, Third Floor, Bangor, ME 04401
20794xxxx3 abc***@u**.com 5 2
5 2
Fidelity Investments 8 Montgomery St, San Francisco, CA 94104
80046xxxx0 a61****@f*******.com 3.3 21 1.6 160 318766
Siff Investment Services 300 Montgomery St Ste 450 San Francisco, CA 94104
41595xxxx8 inf*@s*************.com 3.7 3
Performa Asset Management 60 Lake St #1d, Burlington, VT 05401
80254xxxx1 che*****@p**********.com 4.02
NH Investment Management 16 Masons Island Rd #2a, Mystic, CT 06355
86082xxxx3 nan***********@c***********.com
Timothy, Michael F 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx9 acm***********@m************.com
Stone & Youngberg 1 Ferry Building San Francisco, CA 94111
41544xxxx8 abu**@s****.com 5 1
Hall, Shane 333 S Hope St, Los Angeles, CA 90071
21386xxxx4 ban**********@e****.bankofamerica
Ratner Willoughby Investments 7259 Willoughby Ave, Los Angeles, CA 90046 32384xxxx0
Dawn Nicoles - Financial Advisor, Ameriprise Financial Services 150 Post St Ste 530, San Francisco, CA 94108
41554xxxx2 daw***********@a***.com 146
The Pig Financial Consulting 450 Irving St, San Francisco, CA 94122 80580xxxx3
New Investment USA 363 N Sam Houston Pkwy E Suite 1100, Houston, TX 77060
Jordan Hawks 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 a.m******@r**.rockco
RBC Wealth Management Branch - Washington DC 2100 Pennsylvania Ave NW Ste 810N, Washington, DC 20037
80022xxxx8
Jacobs, Calvin 444 S Flower St, Los Angeles, CA 90071
56290xxxx7 acm***********@m************.com
Perez, Taylor 655 S Flower St, Los Angeles, CA 90017
21322xxxx4
Edward Jones - Financial Advisor: Rick Royce 2364 W 12600 S Ste E, Riverton, UT 84065
80189xxxx9 a.j*********@e**********.com 4.6 10 80
Jonathan Park - Thrivent 695 S Santa Fe Ave Apt 263, Los Angeles, CA 90021
41576xxxx8 ant**************@t*******.com
Orchard Gate Partners - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx0 abc***@u**.com
Commonwealth Financial Network 34 Summer St Ste 1, Bangor, ME 04401
20794xxxx2 aak*******@c***********.com 2457 2600
RSI Ventures USA 1610 Wynkoop St, Denver, CO 80209
70234xxxx0 rea*******@r*************.com
Maveron 463 Pacific Ave San Francisco, CA 94133
20628xxxx0 aha**@m******.com 5 1
Mission Creek Capital Partners, Inc. 101 Mission St Ste 850 San Francisco, CA 94105
41536xxxx0 ana*******@m**************.com 12 5 12
Alec Petty San Francisco, CA 94104
Bolour, Hedieh 2049 Century Park E, Los Angeles, CA 90067
42428xxxx5 ban**********@e****.bankofamerica
TFC Financial Management, Inc. 260 Franklin St #1888, Boston, MA 02110
61721xxxx0 bha****@t***********.com
Joyce, Catherine 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx7 acm***********@m************.com
Cim Group Inc 6922 Hollywood Blvd, Los Angeles, CA 90028
32386xxxx0 a@c*******.com
Cambridge Associates 115 Federal St Suite 2600, Boston, MA 02110
61745xxxx0 aab***@c******************.com 4 4
Investment Services Group 5242 Plainfield Ave NE STE D, Grand Rapids, MI 49525 80022xxxx1 joh*******@i*********.com 5.07
Travis Gabler - Private Wealth Advisor, Ameriprise Financial Services 2029 Century Park E Ste 2550, Los Angeles, CA 90067
42434xxxx7 ant************@a***.com
Meridian Asset Management San Francisco, CA 94102 41526xxxx5
State Financial Corp 11661 San Vicente Blvd Ste 711, Los Angeles, CA 90049
31082xxxx2 con****@s*************.com
European Investment 11661 San Vicente Blvd, Los Angeles, CA 90049
31082xxxx3 aso***@e****.net
Ravitz, Ira 2049 Century Park E, Los Angeles, CA 90067
31085xxxx0 ale*********@m*.com
Gold Ventures 1544 Cotner Ave, Los Angeles, CA 90025 31057xxxx0
Alpha Next 1901 Avenue Of The Stars, Los Angeles, CA 90067 31055xxxx6
Heard, Billy Rae, AGT 6820 La Tijera Blvd, Los Angeles, CA 90045
31067xxxx2 ada**********@p********.com
Caerus Investment Advisors San Francisco, CA 94103
65090xxxx6 cla**********@c************.com 5 1
Wells Fargo Advisors 4045 24th St, San Francisco, CA 94114 41555xxxx8
Colorado Avenue Investment Group 5511 Colorado Ave NW, Washington, DC 20011 20272xxxx2
PNC Private Bank 10250 Constellation Blvd Ste 1500, Los Angeles, CA 90067
88876xxxx6 aar******@p**.com
Pinebridge Investments 11100 Santa Monica Blvd, Los Angeles, CA 90025
31047xxxx4 abd*********@p*********.com 652 41
Timberland Investment Resources 1330 Beacon St, Brookline, MA 02446
61726xxxx7 all***@t*****.com
Karen Ben-Shlaush, CFP®, CIMA®, CRPC®, CEPA - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx9 abc***@u**.com
Pathstone 24 Federal St 8th floor, Boston, MA 02110
61735xxxx9 abb*@p********.com
StrategicPoint Investment Advisors 294 W Exchange St, Providence, RI 02903
40127xxxx0 afe****@s*************.com 222
Juggernaut Capital Partners 5301 Wisconsin Ave NW, Washington, DC 20015
30165xxxx6 ade****@j************.com
Artal Properties 1311 Sutter St Ste 200A San Francisco, CA 94109
41564xxxx0 art**@a**.net 5 2
Hill, Robert F 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx3 acm***********@m************.com
Preator, R D 11835 W Olympic Blvd, Los Angeles, CA 90064
31047xxxx0 ame******************@a***.com 132835
KB Financial Advisors 90 New Montgomery St Ste 1001 San Francisco, CA 94105
41590xxxx9 con****@k*********.com 4.4 11 273 273
Abbott, Dane 1999 Avenue Of The Stars, Los Angeles, CA 90067
31077xxxx9 abc***@u**.com
Liberty Hill Investing, LLC 201 Spear St Ste 1100 San Francisco, CA 94105 41542xxxx2 5 4
Profit Partners Inc 5301 Beethoven St Ste 104, Los Angeles, CA 90066 31082xxxx2
Perennial Financial Services 11620 Wilshire Blvd Ste 400, Los Angeles, CA 90025
31044xxxx4 abn**@p**********.com 5 1
Potomac River Capital 1750 K St NW, Washington, DC 20006
20274xxxx5 a@p***************.com
Scalable Bookkeeping 25 Chattanooga St San Francisco, CA 94114 40821xxxx6 5 2
Computax Financial Service Inc 1930 Wilshire Blvd Ste 211, Los Angeles, CA 90057
21348xxxx0
Herzikoff, James 2029 Century Park E, Los Angeles, CA 90067
42434xxxx8 ado********@a***.com
Pamela L. Bennett 1888 Century Park E, Los Angeles, CA 90067
31040xxxx9 ale***@f************.com
RNC Genter Capital Management 11601 Wilshire Blvd, Los Angeles, CA 90025
31047xxxx3 adv@r********.com 165
Stockpile Investments 679 Toland Place, San Francisco, CA 94124
aad**@s********.com 3.5 82 25578 25000
Envision Capitol Wealth Management - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx7 abc***@u**.com
Sade Jonathan 555 12th St NW, Washington, DC 20004 20243xxxx0
Fraser Financial Group 269 Giralda Ave, Coral Gables, FL 33134 30564xxxx4
Everett, Ronald 1152 15th St NW, Washington, DC 20005
20265xxxx9 ale*********@m*.com
UCB Investment Services 2533 Noriega St San Francisco, CA 94122 41575xxxx9 a.j*********@e***********.com 2.5 2 7011 17 7800
Chase Bank 3998 24th St, San Francisco, CA 94114
41528xxxx0 acc**********@c****.com 3.6 19 3.1 39 871051 16
Wong, Eric 444 S Flower St, Los Angeles, CA 90071
21348xxxx1 aar***********@m***********************.com
SF Fire Credit Union 3201 California St, San Francisco, CA 94118
41567xxxx0 aay***@s*******.org 3.7 95 3.5 355 1403 525
Dilan Investments 1220 19th St NE, Washington, DC 20002
20245xxxx2 inf*@d***************.com
Bill @ Once 401 Farragut St NE, Washington, DC 20011 20252xxxx5
Jahan Jewayni 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 a.m******@r**.rockco
Organization of Eastern Caribbean States 3216 New Mexico Ave NW, Washington, DC 20016
20236xxxx7 aab**@o**.org 62596 32550 66000
First Capital Group Inc. 3230 Scott St, San Francisco, CA 94123
41557xxxx5 all**@f**********.com 5 1 5 1
Bergman, Royce 1999 Avenue Of The Stars, Los Angeles, CA 90067
31077xxxx6 abc***@u**.com
Anchor Capital Advisors LLC Two International Place, Boston, MA 02110
61733xxxx0 aca@a************.com
Nalayeh, Dega 2049 Century Park E, Los Angeles, CA 90067
31078xxxx8 ban**********@e****.bankofamerica
Edward Jones 12339 S 800 E Ste 3, Draper, UT 84020
80181xxxx4 a.j*********@e**********.com 86462 97000
Frederick, Terrence 1152 15th St NW, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Alternative Strategy Partners 545 S Figueroa St, Los Angeles, CA 90071 21362xxxx8
Graystone Consulting-Washington, DC Park City, UT-Morgan Stanley 1775 I St NW, Washington, DC 20006
20286xxxx3 acm***********@m************.com
Analysis Group 333 S Hope St, Los Angeles, CA 90071
21389xxxx0 a11@a************.com 858
Ponterra Business Advisors 4201 Wilson Blvd, Arlington, VA 22203
70356xxxx7 and***@p*******.com
Schwab Group 1850 K St NW, Washington, DC 20006
20222xxxx8 ask******@s*****.com
Secured California Investments 11620 Wilshire Blvd Ste 300, Los Angeles, CA 90025 31047xxxx0
Citibank 2000 Irving St San Francisco, CA 94122
41564xxxx1 abb**********@c***.com 2 27
The Financial Zen Group 600 California St Fl 11 San Francisco, CA 94108
41579xxxx5 cli***********@f***********.com 5 4 11 17
Adams-3211 Wisconsin Ave 3211 Wisconsin Ave NW, Washington, DC 20016 20268xxxx2
Patelco Credit Union 124 2nd St, San Francisco, CA 94105
80035xxxx8 aab****@p******.org 3.9 46 2.5 180 34555 705 34000
Animal Health USA 2019 101 Harborside Dr, Boston, MA 02128 87780xxxx4 4.7
Bloomberg L P 345 California St Fl 35 San Francisco, CA 94104
41591xxxx0 aa@b********.com 5 1
USA Biz Investing 700 N St Mary's St #1400, San Antonio, TX 78205
21094xxxx8 5.01
Digital Currency Services 5603 Huntington Dr N, Los Angeles, CA 90032 32344xxxx8
Gemini Partners, Inc. 10900 Wilshire Blvd Ste 300, Los Angeles, CA 90024 31069xxxx1
I'm All in Inc 515 S Figueroa St, Los Angeles, CA 90071
21362xxxx6 inf*@m*****.com
B Riley Financial, Inc 11100 Santa Monica Blvd, Los Angeles, CA 90025
31096xxxx4 aap***@b********.com
O'Brien, Andrew 2049 Century Park E, Los Angeles, CA 90067
31040xxxx2 ale*********@m*.com
The Baupost Group 10 St James Ave #1700, Boston, MA 02116
61721xxxx0 aan******@b******.com 5 1
IFC Advisory 6080 Center Dr Fl 6, Los Angeles, CA 90045 31066xxxx8
Investment Financial Services 6710 Professional Pkwy W, Sarasota, FL 34240
94190xxxx8 cah***@i******************.net 5 3
Ameriprise Financial 300 Sevilla Ave, Coral Gables, FL 33134
30539xxxx8 dns*****@a***.com
Adviser Investments, LLC 85 Wells Ave Suite 109, Newton, MA 02459
80049xxxx8 abu**@a*****************.com 1315 3 1400
Edward Jones - Financial Advisor: Tim Coakley 129 E 13800 S Ste B1, Draper, UT 84020
80157xxxx2 a.j*********@e**********.com 57 63
Thailand Board of Investment Los Angeles Office 611 N Larchmont Blvd, Los Angeles, CA 90004 32396xxxx9 bei****@b**.go
Klinger, Erik 2029 Century Park E, Los Angeles, CA 90067
42434xxxx6 ant************@a***.com 414
Graystone West Los Angeles-Morgan Stanley Financial Advisors 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx3 acm***********@m************.com
Richard Alan Brende - Private Wealth Advisor, Ameriprise Financial Services 11150 W Olympic Blvd Ste 1130, Los Angeles, CA 90064
31099xxxx6 ale************@a***.com 214 218
Zager, Drew 1999 Avenue Of The Stars, Los Angeles, CA 90067
31078xxxx0 acm***********@m************.com
American Funds Investments LLC 11867 Marsh Deer Rd #3203, Herriman, UT 84096 80191xxxx7 5 1
Newbury Franklin 4 Inn St, Newburyport, MA 01950
97822xxxx3 d-j@n**************.com
U.S. Global Investors, Inc. 7900 Callaghan Rd APT 126, San Antonio, TX 78229
80087xxxx7 ama****@u******.com 5 1 3016 42 3400
Marvelli, Isabella 2029 Century Park E, Los Angeles, CA 90067
91650xxxx8 ant************@a***.com
Wellington Management Company, LLP 280 Congress St, Boston, MA 02210
61795xxxx0 ais****@w*********.com 4.2 6
SB Financial Services 1860 El Camino Real, Burlingame, CA 94010
65069xxxx2 inf*@q*********.com 5 1
Allaudin, Nadia 2049 Century Park E, Los Angeles, CA 90067
31030xxxx0 ale*********@m*.com
Avivar Capital 1024 N Orange Dr, Los Angeles, CA 90038
32396xxxx1 afo***************@a************.com 99 107
Gildea, Juliana 2049 Century Park E, Los Angeles, CA 90067
31085xxxx7 ale*********@m*.com
Financial Network Investment Corporation 555 E 5th St, Los Angeles, CA 90013
21399xxxx0 bea*@c*********.com
Redwood Credit Union 1390 Market St, San Francisco, CA 94102
80047xxxx8 aa@r********.org 3.4 108
The Neal Wealth Consulting Group - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx3 abc***@u**.com
Broadway Financial Corporation 4601 Wilshire Blvd, Los Angeles, CA 90010
32363xxxx0 afr*****@b******************.com
Urban Investment Partners 1483 Newton St NW, Washington, DC 20010 20275xxxx0
Bank of the West 295 Bush St, San Francisco, CA 94104
41576xxxx6 aab****@b************.com 2.5 32 1.4 184
Laura Pennington 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 a.m******@r**.rockco
Barrett, Cort 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx7 ale*********@m*.com
Trejo, Ricardo 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx5 ale*********@m*.com
Bishop, Leland 1501 K St NW, Washington, DC 20005
20258xxxx4 abc***@u**.com
Madonna, Fabio 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx5 acm***********@m************.com
Means Wealth Management 802 Stillwater Ave, Bangor, ME 04401
20794xxxx3 ale*******@m**********.com 3.7 3
3 2
Dover Group Elm Bank Horticulture Center, 900 Washington St, Wellesley, MA 02482
78141xxxx0 abe****@d*********.com
Carmen C Goldsmith - MassMutual 101 Montgomery St Ste 600 San Francisco, CA 94104
41574xxxx2 aan******@f*************.com 5 4
Michael Maddocks - Financial Advisor, Ameriprise Financial Services 11681 S 700 E Ste 100, Draper, UT 84020
80167xxxx1 dns*****@a***.com
Aafmaa 102 Sheridan Ave, Fort Myer, VA 22211
70370xxxx0 abr****@a*****.com 7347 33 7200
Reilly Investment Corporation 5335 Wisconsin Ave NW, Washington, DC 20015
20268xxxx0 dan****@a****************.com 586578 46
Western Union Digital Ventures 185 Berry St, San Francisco, CA 94107
30399xxxx0 acc**********************@w*.com 1 1
Astor Financial Group 38 Miller Ave Ste 200 Mill Valley, CA 94941
41554xxxx9 c*c*@a******.com 5 1 115
The Lindbrook Group-Morgan Stanley 10960 Wilshire Blvd, Los Angeles, CA 90024 31044xxxx7
Citibank 4638 Mission St, San Francisco, CA 94112
41552xxxx2 abb**********@c***.com 1.7 22
InvestAmerica Capital Advisors 3918 W Granada St, Tampa, FL 33629
81344xxxx9 ame********@i*************.com 4.52
Paulson, Andrew, AGT 1906 Sunderland Pl NW, Washington, DC 20036
20229xxxx7 ame******************@a***.com
Frederic W Cook Co Inc 11100 Santa Monica Blvd, Los Angeles, CA 90025
31027xxxx0 aka****@f*****.com
Investment Recovery Service 777 S Figueroa St, Los Angeles, CA 90017 88828xxxx8 5.03
Johnson, Eric W 1999 Avenue Of The Stars, Los Angeles, CA 90067
31078xxxx8 acm***********@m************.com
Nachnani, Anil G 1775 I St NW, Washington, DC 20006
20285xxxx4 acm***********@m************.com
Marsh Michael R 900 17th St NW Ste 603, Washington, DC 20006 20271xxxx0
Pequot Capital 11111 Santa Monica Blvd Ste 525, Los Angeles, CA 90025 31068xxxx0
Fin Lit Group 2020 Pennsylvania Ave NW, Washington, DC 20006
20274xxxx0 con****@f*********************.com 50
Cambridge Associates 2500 Wilson Blvd, Arlington, VA 22201
70324xxxx7 aad*****@j*******.com
Pacific Gemini Partners 11111 Santa Monica Blvd, Los Angeles, CA 90025 31026xxxx5
Edward Jones - Financial Advisor: Jeramiah A Botkin 12339 S 800 E Ste 3, Draper, UT 84020
80181xxxx4 a.j*********@e**********.com 86462 97000
South Shore Investment Services 52 Accord Park Dr 2nd fl, Norwell, MA 02061
78155xxxx2 bry**@s***********.com
Charles Schwab 3478 California St Ste 100 San Francisco, CA 94118
41544xxxx0 jan*****@s*****.com 3.3 9 2.1 14 646273 189 659000
Chang, Seung 2049 Century Park E, Los Angeles, CA 90067
31085xxxx3 ale*********@m*.com
Hanke Wealth Management 100 Bush St Ste 1675 San Francisco, CA 94104
41578xxxx0 c18*****************************@s*****.wixpress 5 5
Wendt Communication Partners 2011 Crystal Dr, Arlington, VA 22202
70368xxxx0 abi****@w************.com
Edward Jones 4360 19th St San Francisco, CA 94114
41586xxxx7 a.j*********@e**********.com 35 5 2 84868
Schachter, David 1999 Avenue Of The Stars, Los Angeles, CA 90067
31077xxxx0 abc***@u**.com
Citibank 350 Rhode Island St Ste 140 San Francisco, CA 94103
41581xxxx2 abb**********@c***.com 2 25
Gunn Thongniyom 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 a.m******@r**.rockco
Sandberg, Todd 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx2 ale*********@m*.com
RetireMent Investments 5820 Wilshire Blvd Ste 302, Los Angeles, CA 90036 32393xxxx2
Fidelity Investments 350 California St Ste 500 San Francisco, CA 94104 41539xxxx1 1.3 4
Bcdc 2209 N Pershing Dr, Arlington, VA 22201 70352xxxx1
Klein, Jerome 2049 Century Park E, Los Angeles, CA 90067
31040xxxx9 ale*********@m*.com
U.S. Bank ATM - Westwood Village 1013 Broxton Ave, Los Angeles, CA 90024 80087xxxx7
Edward Jones - Financial Advisor: Chris Arnett 175 Exchange Street, Bangor, ME 04401
20726xxxx4 a.j*********@e**********.com 86462 97000
Milber Insurance Agency 1492 11th Ave, San Francisco, CA 94122
41556xxxx9 inf*@m**************.com 4 4 4.8 111
Love, Donovan 2029 Century Park E, Los Angeles, CA 90067
42434xxxx1 ado********@a***.com
Providian 1050 Connecticut Ave NW, Washington, DC 20036
20277xxxx1 a.b@c****.com 941197 5776 37
Kairos Financial Group 13101 W Washington Blvd, Los Angeles, CA 90066
31056xxxx4 inf*@k*******.com 131 20
Trinity Asset Mgmt 545 S Figueroa St, Los Angeles, CA 90071 21362xxxx0
South Hayworth Investments 189 The Grove Dr, Los Angeles, CA 90036 32393xxxx2
Erika R Puzik - Private Wealth Advisor, Ameriprise Financial Services 6701 Center Dr W Ste 700, Los Angeles, CA 90045
31093xxxx0 aid************@a***.com 148 2
Zurich Investment Group 7123 Melrose Ave, Los Angeles, CA 90046 32385xxxx0
LendingHome 1 California St Fl 17 San Francisco, CA 94111
84441xxxx3 aar********@l**********.com 1.8 10 4.9 34 31592 33000
Mass Equity Investment Group LLC 675 VFW Pkwy #268, Chestnut Hill, MA 02467 61738xxxx4 4 1
RHS Financial 4171 24th St. Suite 101 San Francisco, CA 94114
41549xxxx0 ale*@r***********.com 5 1
Denny B. Goforth, ChFC, CFP, CIMA - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx9 abc***@u**.com
Heisel, Kurt 2049 Century Park E, Los Angeles, CA 90067
31085xxxx9 ale*********@m*.com
Tooley Investment Co 11150 Santa Monica Blvd, Los Angeles, CA 90025 31045xxxx0
Areté Wealth Strategists 2120 University Ave Fl 5 Berkeley, CA 94704
88854xxxx0 ash***@a*******.com 5 5
Oaktree Capital Management 333 S Grand Ave Ste 2800, Los Angeles, CA 90071
21383xxxx0 aab***@o*************.com 164
Lytle, John David 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx0 acm***********@m************.com
Farmer, Frank Cody 333 S Hope St, Los Angeles, CA 90071
72094xxxx0 ale*********@m*.com
Coda Capital 1910 N Vance St, Arlington, VA 22201 70353xxxx3
BIG Investment Services 450 Kings Hwy NE, Dover, DE 19901
30273xxxx6 adm**@a*******.com 5 2
Ariba Asset Management Inc 2101 Wilson Blvd Ste 525, Arlington, VA 22201
70380xxxx4 lsh***@a*********.com
Ucb Investment Services 2219 Irving St San Francisco, CA 94122 41566xxxx9 a.j*********@e***********.com 2.3 3 7011 17 7800
Lavitt, Joseph, AGT 11150 W Olympic Blvd, Los Angeles, CA 90064
31099xxxx6 ame******************@a***.com 132835
National Investment Services 777 E Wisconsin Ave #2350, Milwaukee, WI 53202
41476xxxx0 agr*******@n***.net
Wells Fargo Advisors 8201 NW 36th St, Doral, FL 33166 30559xxxx0
Bemas Investment 529 S Broadway, Los Angeles, CA 90013 21389xxxx9
Vision Capital Investment Management 3450 Geary Blvd Ste 203 San Francisco, CA 94118 41573xxxx0
Citibank 1000 Grant Ave San Francisco, CA 94133
41581xxxx3 abb**********@c***.com 2.5 11
Edward Jones - Financial Advisor: Ray F Johnson 12198 S State St Ste 8, Draper, UT 84020
80173xxxx5 a.j*********@e**********.com 86462 97000
Hanmi Bank 120 S Western Ave, Los Angeles, CA 90004
21342xxxx1 aar******@h****.com 5 3
Lord, Robert 1999 Avenue Of The Stars, Los Angeles, CA 90067
31078xxxx5 acm***********@m************.com
Kettler Financial Inc 150 1/2 N Mansfield Ave, Los Angeles, CA 90036
31085xxxx0 lan**@k******************.com
Betmor International Consulting Group, Inc. 1000 Ponce De Leon Blvd Ste 103, Coral Gables, FL 33134 30543xxxx7 5 1
Carney, Matthew 1152 15th St NW, Washington, DC 20005
20265xxxx1 ale*********@m*.com
Pritsios, Andrew 1152 15th St NW, Washington, DC 20005
20265xxxx9 ale*********@m*.com
American Investment Planners LLC 21301 Powerline Rd Suite 100, Boca Raton, FL 33433
86693xxxx0 ame****************@a*************************.com 5.06
Polyak Precious Metals 1553 Polk St, San Francisco, CA 94109
41548xxxx7 inf*@p*******************.com 4.9 58 4.9 94 163 26
US Advisory Group 152 Conant St S201, Beverly, MA 01915
78124xxxx2 ale******@u*********.com 150 55 158
Ameriprise Financial 729 15th St NW, Washington, DC 20005
20239xxxx9 ame******************@a***.com
Carnegie Investment Counsel 1875 Century Park E Ste 880, Los Angeles, CA 90067
31078xxxx0 ang*****@c*************.com 1584 13
Prunier, Danielle 2049 Century Park E, Los Angeles, CA 90067
31085xxxx4 ale*********@m*.com
Citibank 1801 Van Ness Ave, San Francisco, CA 94109
41581xxxx2 abb**********@c***.com 3.4 20 3.2 17
Forum For Youth Investment 7064 Eastern Ave NW, Washington, DC 20012
20220xxxx3 rea********@r********.org 4.7 3
Risk Premium Investment Management Company LLC 60 Hudson St #1807, New York, NY 10013 21232xxxx0 5
Mrtaiwan Com 1150 Folsom St San Francisco, CA 94103 41590xxxx0
Fidelity Investments 155 Congress St, Boston, MA 02110
80034xxxx0 cop***********@f**.com 2.6 16 329114 353000
Rhodes, Randy 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx4 ale*********@m*.com
The LT Investment Group 53 State St Suite 3600, Boston, MA 02109
61772xxxx8 rbc*********@r**.com 11964 13318
Pino, Dominic 2029 Century Park E, Los Angeles, CA 90067
42434xxxx9 dns*****@a***.com
Stephen Lacy - KW Commercial 225 Valencia St San Francisco, CA 94103
41592xxxx0 5 1
Mar Vista Investment Partners 11150 Santa Monica Blvd, Los Angeles, CA 90025
31023xxxx0 acc************@m******************.com
Rockefeller Capital Management 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 a.m******@r**.rockco
Jump$Tart Coalition For 1001 Connecticut Ave NW, Washington, DC 20036
20284xxxx0 ann***********@j********.org 5 237 4639 2 4800
Wohlgemuth, Jim 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx0 acm***********@m************.com
Pixel Financial Planning 201 Spear St Ste 1100 San Francisco, CA 94105
41589xxxx0 c90*************************************@w*****************.com 4 5 19
Cetera Financial Group Inc 11650 S State St, Draper, UT 84020
32052xxxx0
Carlson, John 2049 Century Park E, Los Angeles, CA 90067
30344xxxx0 ale*********@m*.com
Edward Jones - Financial Advisor: Mark T Hegland 1875 Lombard St, San Francisco, CA 94123
41544xxxx0 a.j*********@e**********.com 4.7 11 87288 99000
Churchill Management Group 5900 Wilshire Blvd Ste 400, Los Angeles, CA 90036
32393xxxx6 ach*@c******************.com 3.7 3
Strategic Capital Corporation 645 W 9th St Ste 110, Los Angeles, CA 90015
21346xxxx8 ann******@s***************.com 217
David Andreadis, CPWA, CIMA, CPM, CRPC,CEPA - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20294xxxx1 abc***@u**.com
Kortekaas, Leonard 2049 Century Park E, Los Angeles, CA 90067
31040xxxx4 ale*********@m*.com
Bank of America Financial Center 4098 24th St, San Francisco, CA 94114
41540xxxx0 ahm*******@b***.com 2.7 24 1.8 60 959610 29
St Hubert, Daniel A 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx8 ale*********@m*.com
Tierra Global Advisors 515 S Flower St, Los Angeles, CA 90071 32362xxxx2
Edward Jones - Financial Advisor: Patrick Cross 345 W Portal Ave Ste 100 San Francisco, CA 94127
41566xxxx1 a.j*********@e**********.com 4.2 5
Trevor Nelson-Morgan Stanley 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx4 acm***********@m************.com
Innovative Wealth Strategists 6767 Forest Lawn Dr, Los Angeles, CA 90068
32387xxxx0 bru**@i*********.com 4 4
Frontier Financial Group Inc 5614 Connecticut Ave NW, Washington, DC 20015
30144xxxx6 bfi***@n**************.com 5 34 2173 4 2300
Wells Fargo Advisors 396 Alhambra Cir Ste 800, Coral Gables, FL 33134
30544xxxx0 agu*******************@w*****************.com 189218
Morgan Stanley Smith Barney 1 Sansome St Fl 38 San Francisco, CA 94104
41598xxxx0 a.m*******@m***.com 1.3 11
America's Frontier Fund 2550 S Clark St, Arlington, VA 22202
57143xxxx6 ale*@a***************.org
M and K Investments 717 Kennedy St NW, Washington, DC 20011 20252xxxx8
Halcyon Capital Partners 1900 Avenue Of The Stars, Los Angeles, CA 90067
31027xxxx4
Citibank 130 W Portal Ave, San Francisco, CA 94127
41564xxxx2 abb**********@c***.com 4.9 8 2.5 20
Wells Fargo Bank 5455 Geary Blvd, San Francisco, CA 94121
41539xxxx5 aar**********@w*********.com 3.4 29 2.7 43 154213 11
Clarke, Daniel, AGT 5301 Wisconsin Ave NW Ste 400, Washington, DC 20015
20236xxxx5 a-w***************@w*****************.com 188778 190000
Walmsley, Paul G 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx5 acm***********@m************.com
Mark Anthony Porter - Porter, Ritchie and Associates 44 Montgomery St Ste 3100 San Francisco, CA 94104
41574xxxx6 dns*****@a***.com 5 6
Morgan Stanley Wealth Management 633 W 5th St Fl 34, Los Angeles, CA 90071 21389xxxx0
Greg C Musick - Financial Advisor, Ameriprise Financial Services 44 Montgomery St Ste 3100, San Francisco, CA 94104
41574xxxx9 and************@a***.com 73 92
Bessemer Trust Private Wealth Management Los Angeles CA 10250 Constellation Blvd Ste 2600, Los Angeles, CA 90067
21389xxxx0 bes********************@a*********.email
Angeles Capital Group 545 S Figueroa St, Los Angeles, CA 90071
21348xxxx3 abi***@a*************.com
Value Investment Professionals 125 Park Ave 25th Fl, New York, NY 10017
64638xxxx7 val*****************************@c*************.com 5 5
Brahos, William 2049 Century Park E, Los Angeles, CA 90067
31085xxxx4 ale*********@m*.com
TrueVir Financial 490 Chadbourne Rd Ste A100 Fairfield, CA 94534
51092xxxx7 inf*@t***************.com 5 3
U.S. Trust 600 14th St NW Ste 400, Washington, DC 20005
20278xxxx5 ata******@p***************.com
The Carlyle Group 1001 Pennsylvania Ave NW, Washington, DC 20004
20272xxxx6 aak**********@c******.com
The Kight Group - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20294xxxx2 abc***@u**.com
Luminous Capital 901 N Glebe Rd, Arlington, VA 22203
20274xxxx8 142*************************************@w*****************.com
Brooklyn Investment 1511 Franklin St NE, Washington, DC 20018 20252xxxx1 3.6 5
Brodnik, Michael 1152 15th St NW, Washington, DC 20005
20265xxxx8 ale*********@m*.com
Golden Reeves-Merrill Lynch 2049 Century Park, Los Angeles, CA 90067
31040xxxx8 ale*********@m*.com
Epic Financial 269 Lorraine Blvd, Los Angeles, CA 90004
32363xxxx0 reg******@e************.com
Post Advisory Group 2049 Century Park E, Los Angeles, CA 90067
31099xxxx0 abe**@p***********.com
Wicker Occupation adviser 4162 24th St, San Francisco, CA 94114 45859xxxx4
Credit Solutions & Financial Service 8180 NW 36th St Ste 408, Doral, FL 33166 30539xxxx9
Wells Fargo Advisors 622 SW 27th Ave, Miami, FL 33135 30578xxxx0
UnionBanc Investment Services 350 California St San Francisco, CA 94104
41570xxxx3 ada********@u***.com
LS Investment Management 4700 Spring St UNIT 308, La Mesa, CA 91942
61930xxxx0 inf*@l*********************.com 5 1 20 3 26
Ing Financial Services 333 S Grand Ave, Los Angeles, CA 90071 21334xxxx0
Alex T Mann-Morgan Stanley 1775 I St NW, Washington, DC 20006
20286xxxx2 acm***********@m************.com
Federated Investors 125 High St, Boston, MA 02110
61723xxxx0 a@f*****************.com
SoFi 234 1st St San Francisco, CA 94105
85545xxxx4 ano**@s***.com 1.5 27
McCullough, Joseph, CFA 1999 Avenue Of The Stars, Los Angeles, CA 90067
31078xxxx6 acm***********@m************.com
Shapiro, Zak 2029 Century Park E, Los Angeles, CA 90067
42434xxxx6 ado********@a***.com
Mercer Advisors 235 Montgomery St Ste 1020 San Francisco, CA 94104
87749xxxx3 aar********@m*************.com 2836 28 2900
RBC Wealth Management 380 Washington St, Wellesley, MA 02481
78126xxxx0 rbc*********@r**.com
Business Team 5670 Wilshire Blvd, Los Angeles, CA 90036
71498xxxx7 ash*******@b*********.com
SEI Investments 100 Cider Mill Rd, Collegeville, PA 19426
61067xxxx0 aal*******@s***.com 3.6 34 3081 1501 3200
Fidelity Investments 245 Summer Street, Boston, MA 02210
80034xxxx8 a61****@f*******.com 3.6 60 325184 346000
Wells Fargo Advisors 2555 Ponce De Leon Blvd, Coral Gables, FL 33134 30556xxxx4
SAS Financial Advisors 582 Market St Ste 1604 San Francisco, CA 94104
41573xxxx2 ala**@s**********.com 5 2
Kristie Liuag - Associate Financial Advisor, Ameriprise Financial Services 6701 Center Dr W Ste 700, Los Angeles, CA 90045
31058xxxx0 apr********@a***.com 430 11 423
Stone and Youngberg 10900 Wilshire Blvd Ste 300, Los Angeles, CA 90024
31068xxxx0 abu**@s****.com
Daniel J. White 1888 Century Park E, Los Angeles, CA 90067
42452xxxx1 ale***@f************.com 90275 115000
Evercore Partners 11111 Santa Monica Blvd, Los Angeles, CA 90025
31047xxxx2 aco******@s************.com
ABS Investment Management LLC 537 Steamboat Rd, Greenwich, CT 06830
20361xxxx0 ali@a*****.com 3 2
Seacrest Consulting Group San Francisco, CA 94102
62680xxxx5
Triton Pacific Capital 11900 W Olympic Blvd Ste 720, Los Angeles, CA 90064
42444xxxx8 bbi******@t*******************.com
Alan Tarko - Financial Advisor, Ameriprise Financial Services 2121 Avenue Of The Stars 8th Fl, Los Angeles, CA 90067
31027xxxx6 ala*******@a***.com 134
Hankey Investments 4751 Wilshire Blvd, Los Angeles, CA 90010
32380xxxx8 ann**********@g****.com
Pavlov Financial Planning 1100 N Glebe Rd, Arlington, VA 22201
70322xxxx7 hui****@p*******.com
Good Fortune U. S. Inc. 880 W 1st St, Los Angeles, CA 90012 21368xxxx8
Eaton Vance Management Two International Place, International Pl Suite 1400, Boston, MA 02110
61748xxxx0 5 2
Eassa, Edward 2049 Century Park E, Los Angeles, CA 90067
31085xxxx2 ale*********@m*.com
Courtney Vaughan 1425 K St NW, Washington, DC 20005 20226xxxx9
Leimert Financial 4340 Leimert Blvd, Los Angeles, CA 90008
32329xxxx9 enh****@y****.com
Scott, William 1152 15th St NW, Washington, DC 20005
20242xxxx4 ale*********@m*.com
Spring Harbor Financial 2620 Foxhall Rd NW, Washington, DC 20007 20282xxxx0
True Root Financial San Francisco, CA 94109
41532xxxx2 hel**@t****************.com 5 6 342 369
Argosy Wealth Management - UBS Financial Services Inc. One Merchants Plaza, 3rd Floor, Bangor, ME 04401
20726xxxx6 abc***@u**.com
Forward 101 California St Ste 1600 San Francisco, CA 94111
41586xxxx0 dma****@f***************.com 5 1
Cal Mercer-Morgan Stanley 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx1 acm***********@m************.com
Wolkstein, Mark 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx8 acm***********@m************.com
Pritzker Private Capital 11150 Santa Monica Blvd, Los Angeles, CA 90025
31057xxxx8 abe**@p**********.com
Small Ventures USA 5847 San Felipe St #4450, Houston, TX 77057
71334xxxx6 bpe*****@s***************.com 5 1
Chachra, Anil Bhushan 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx5 acm***********@m************.com
Edward Jones - Financial Advisor: Philip L Barb 28 Main Street, Orono, ME 04473
20786xxxx6 a.j*********@e**********.com 5
5 1
Watermill Group 321 Newbury St 2nd Floor, Boston, MA 02115
78189xxxx0 ask********@w********.com 4.4 7 366 88 395
New Summit Investments, LLC 13 Elm St, Manchester-by-the-Sea, MA 01944
ael***@n*******************.com
Tanimoto, Marcus 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx5 ale*********@m*.com
Fidelity Investments 4001 Northwest Pkwy, Dallas, TX 75225
80035xxxx4 a61****@f*******.com 3.6 39
Blackstone Investment Group 579 W High St, Aurora, MO 65605
41745xxxx9 dav**@b************.net 5.03
Teh Financial Coaching Milpitas, CA 95035
51036xxxx9 acc**********@s********.org 4.9 91 774 835
Edwards, Linda M 555 S Flower St, Los Angeles, CA 90071
21348xxxx6 acm***********@m************.com
Source Media Inc 4401 Wilson Blvd Ste 910, Arlington, VA 22203
57140xxxx1 abc**********@s**********.com
Edward Jones - Financial Advisor: Jilena Y Mok 2000 Van Ness Ave Ste 714 San Francisco, CA 94109
41577xxxx0 a.j*********@e**********.com 87586 100000
Da Davidson 11150 Santa Monica Blvd Ste 380, Los Angeles, CA 90025
31047xxxx3 ac8*************************************@w*****************.com 886 1200
US Financial Services, LLC 375 Passaic Ave #100, Fairfield, NJ 07004
97388xxxx0 abr***@u****.com 5 6 302 10 311
Kern, Steven 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx7 acm***********@m************.com
US Investors International 12665 SW 69th Ave #100, Portland, OR 97223
50328xxxx9 cle*******@u***.biz 5 1
Provident Credit Union 701 Sacramento St, San Francisco, CA 94108
41539xxxx2 aal*******@p**********.org 4.3 12 4.4 79 5911 89 5800
Ruderman Investment Management Alameda, CA 94501 51022xxxx5 5 1
Artin Zakarian - Financial Advisor, Ameriprise Financial Services 2029 Century Park E Ste 2550, Los Angeles, CA 90067
42434xxxx3 art***********@a***.com 107 265
Dimensional Fund Advisors Dimensional Place, 6300 Bee Cave Rd, Building One, Austin, TX 78746
51230xxxx0 a.-************@d**********.com 4.5 8
Annandale Capital LLC 2626 Cole Ave #700, Dallas, TX 75204
21452xxxx0 cwe*****@a***********.com 1.02
Babb Maldonado & Associates 1750 K St NW, Washington, DC 20006
20295xxxx3 fre**********@v******.net
Renaissance Equity Partners 7600 Georgia Ave NW, Washington, DC 20012
20275xxxx3 con****@r********.com 115
Morgan Stanley Financial Advisors 23 Water St Ste 309, Bangor, ME 04401
20756xxxx0 acm***********@m************.com
1 1
Friedman, Jordan 2049 Century Park E, Los Angeles, CA 90067
31040xxxx4 ale*********@m*.com
Sterling Bank & Trust 400 Montgomery St Suite 100 San Francisco, CA 94104
80094xxxx5 agl****@s***********.com 3 2 3.4 23 308
Merrill Lynch Financial Advisor Daniel F Friel 555 California St, San Francisco, CA 94104
41547xxxx0 con****@p*************.org
Citibank 451 Montgomery St, San Francisco, CA 94104
41581xxxx0 abb**********@c***.com 2.3 35
Gianluca Paci-Private Client Advisor 300 S Grand Ave, Los Angeles, CA 90071
21330xxxx3 aab****@b************.com 98480 1254
Omega Wealth Management 200 N Glebe Rd, Arlington, VA 22203
70338xxxx9 inf*@o********************.com
United Financial Lenders Inc. 2780 SW 37th Ave Ste 200, Coconut Grove, FL 33133 78627xxxx2
Schmidt, Erik 333 S Hope St, Los Angeles, CA 90071
21323xxxx1 ale*********@m*.com
Rigg R A & Company San Francisco, CA 94102 41544xxxx0
American Investment Planners LLC 500 N Broadway #260, Jericho, NY 11753
51693xxxx0 ame****************@a*************************.com 4.5 2 159 2 158
Mason-McDuffie Franciscan Properties 677 Portola Dr San Francisco, CA 94127
41566xxxx0 hos*******@o**.com 24
Summit Partners 222 Berkeley St 18th floor, Boston, MA 02116
61782xxxx0 aa@s*************.com 2.3 3 3223
Bloomberg LP Pier 3 Ste 101 San Francisco, CA 94111
41595xxxx0 aa@b********.com 4.6 17 5 2 119172 25136 132000
Tom Johnson Investment Management 201 Robert S Kerr Ave # 510, Oklahoma City, OK 73102
40523xxxx1 d.j@t***.com
Ayuda Financial Services 576 Sacramento St Fl 2 San Francisco, CA 94111
41544xxxx1 afi****************@a*************.com 4.6 66 4.6 23
Fundopolis 100 Summer Street, Boston, MA 02110
61720xxxx6 aug****@f*********.com
Un, Nina 1152 15th St NW, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Securities America Inc 200 Glastonbury Blvd, Glastonbury, CT 06033 86065xxxx6
Scott, Greg 2029 Century Park E, Los Angeles, CA 90067
31077xxxx1 ale*********@m*.com
The Householder Group 10940 Wilshire Blvd Ste 1600, Los Angeles, CA 90024 31044xxxx4
Actuate Planners, LLC 4000 Ponce De Leon Blvd Ste 470, Coral Gables, FL 33146 30557xxxx0
Terrance McGowan Tim Moore-Morgan Stanley 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx0 acm***********@m************.com
Lin, Grace 2049 Century Park E, Los Angeles, CA 90067
31085xxxx9 ale*********@m*.com
Pacific Commerce Bank NA 420 E 3rd St Ste 100, Los Angeles, CA 90013
21361xxxx2 aro*******@p******************.com 5944 138 5900
David M Fishman - Financial Advisor, Ameriprise Financial Services 2029 Century Park E Ste 2550, Los Angeles, CA 90067
42434xxxx2 ado********@a***.com
Muir Field Financial Group 4601 Wilshire Blvd, Los Angeles, CA 90010
32383xxxx0 aar**********@f******.com
Moss, Eddy 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx6 acm***********@m************.com
Exp Boyle 915 Wilshire Blvd, Los Angeles, CA 90017 21348xxxx0 ann**************@c*******.com 4.5 2
Rich Chambers, CFP, RLP 1310 Sanchez St San Francisco, CA 94131
65021xxxx8
Steve Kavgioulas - Associate Financial Advisor, Ameriprise Financial Services 601 Pennsylvania Ave NW Ste 900, Washington, DC 20004
24072xxxx4 dns*****@a***.com
Barnes & Company Investment Counsel 1901 Avenue Of The Stars, Los Angeles, CA 90067 31078xxxx2
Zundler, Roswitha 2049 Century Park E, Los Angeles, CA 90067
31085xxxx2 ale*********@m*.com
Fidelity Option 245 Summer Street, Boston, MA 02210
23461xxxxxxx3 cop***********@f**.com 325184 346000
Kent Salfi - RBC Wealth Management Financial Advisor 23 Water St Ste 303, Bangor, ME 04401
20726xxxx5 ken*******@r**.com
Rachel Delauro-Market Leader 300 S Grand Ave, Los Angeles, CA 90071
21397xxxx7 aab****@b************.com 98480 1254
Athene Financial Consulting Management 157 S Martel Ave, Los Angeles, CA 90036
21392xxxx7 c18*****************************@s*****.wixpress
Shaker Financial Service 3101 Wilson Blvd, Arlington, VA 22201
70325xxxx0 dan@s**************.com
Lieberfarb Warren & Associates 11777 San Vicente Blvd, Los Angeles, CA 90049
31044xxxx0 wnl@w************.com
Braun, Alexander 2049 Century Park E, Los Angeles, CA 90067
31020xxxx2 ale*********@m*.com
Financial Supervisory Services 1701 K St NW, Washington, DC 20006
20268xxxx2 dan*********@g****.com
United Investments 1208 9th St NW #7, Washington, DC 20001
20222xxxx1 4.928
Decker Retirement Planning 50 California St Ste 1500 San Francisco, CA 94111
41552xxxx0 inf*@d*******.com 5 1
Yardelle Investment Management 433 E Las Colinas Blvd #780, Irving, TX 75039
81778xxxx1 acc***************@y*******.com 1.02
Bill @ Once 5002 Hayes St NE, Washington, DC 20019
20238xxxx2 mpd***********@d*.gov 3 9 53178 3850 55000
Strategic Investment Planning Inc. 1923 S 3rd St, St. Louis, MO 63104 31432xxxx1 5 1
Advisers Investment Management, Inc 1255 Lake Plaza Dr # 244, Colorado Springs, CO 80906
71954xxxx0 aj@t******************.com
Zack, Amanda Jean 1747 Pennsylvania Ave NW, Washington, DC 20006
20277xxxx1 acm***********@m************.com
RA Capital Management 200 Berkeley St 18th floor, Boston, MA 02116
61777xxxx0 aar****@r****.com 5 2
Lenox Financial Corp 10940 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx5
Boston Financial 225 Franklin St 28th Floor, Boston, MA 02110
80078xxxx0 bos************@b***.com 3.7 3
Kapa Investment 5012 W Washington Blvd, Los Angeles, CA 90016
32383xxxx0
Merrill Lynch Wealth Management 1152 15th St NW Ste 6000, Washington, DC 20005
20265xxxx2 ale*********@m*.com 4 4
Hubbard, Casey 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx3 acm***********@m************.com
Upside Financial 4200 Wisconsin Ave NW, Washington, DC 20016
85525xxxx1 4.5 98
Gregory J. Kight - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20294xxxx2 abc***@u**.com
D'antuono, Stephen E 1775 I St NW, Washington, DC 20006
20286xxxx4 acm***********@m************.com
Imax Credit Repair Firm 100 Pine St, Ste 1250 San Francisco, CA 94111
41554xxxx8 ali@i*********.com 5 25 4.9 160
Spider Investments 25340 Five Mile Rd Redford, Detroit, MI 48239
30520xxxx5 cna**@s*****************.com 4.7 49 25428 50 26000
Ing Group 465 California St San Francisco, CA 94104
41537xxxx3 a@i**.com 2.5 2
Wolters Kluwer Financial Svc 1115 15th St NW, Washington, DC 20005
20275xxxx0 inf*@w************.com 30667 32000
Wells Fargo Advisors 557 Castro St, San Francisco, CA 94114 41562xxxx2
Edward Jones - Financial Advisor: Kenneth A Hopkins 470 Lenfant Plz SW Ste 8102, Washington, DC 20024
20255xxxx7 a.j*********@e**********.com
Hinkes, Justin S 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx1 acm***********@m************.com
New Plan Capital 1801 Avenue Of The Stars Ste 915, Los Angeles, CA 90067 31028xxxx6 afr******@n******.com
Keefe Bruyette & Woods Inc 1 Montgomery St, San Francisco, CA 94104
41559xxxx0 aax***@k**.com
Afriyie, Vivian S 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx3 acm***********@m************.com
Hoffman Robert D 1925 Century Park E Ste E, Los Angeles, CA 90067
31055xxxx3 afa****@c*****.com
Fidelity Investments 801 Boylston St, Boston, MA 02116
80044xxxx8 a61****@f*******.com 3.1 17 313885 328973
First Republic Bank 279 W Portal Ave, San Francisco, CA 94127
41550xxxx9 aa@f************.com 4.3 15 4.3 19
Sheffield, Stephen 333 S Hope St, Los Angeles, CA 90071
21378xxxx6 ale*********@m*.com
Marchand, Zahra, MBA 2029 Century Park E, Los Angeles, CA 90067
42434xxxx6 ado********@a***.com
Manchester Trade 1875 I St NW, Washington, DC 20006
20262xxxx5 inf*@m**************.com
N Lorenzo, Cheryl, CFP 2049 Century Park E, Los Angeles, CA 90067
31085xxxx3 ale*********@m*.com
Crimson Stone Capital Solutions 509 N Sycamore Ave, Los Angeles, CA 90036
31043xxxx2 inf*@c******************.com
Audax Group 101 Huntington Ave, Boston, MA 02199
61785xxxx0 aab******@a*********.com
CYS Investments 500 Totten Pond Rd, Waltham, MA 02451 61763xxxx0 4 1
Atlas Wealth Management - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx5 abc***@u**.com
Offit Capital 11150 Santa Monica Blvd, Los Angeles, CA 90025
31027xxxx0 afr*****@o***********.com
Park Investment Management Llc 1315 Boylston St, Boston, MA 02215 61724xxxx3 1.4
JD James & Co 1415 N Hudson St, Arlington, VA 22201
70352xxxx9 cyr**********@j******.com 57
Bock, Talya 1152 15th St NW, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Berkeley Insurance & Financial Services 555 Pierce St Ste 2 Albany, CA 94702
51098xxxx1 a.i****@b****.com 4.7 3
Swanky, Barron 2049 Century Park E, Los Angeles, CA 90067
31040xxxx5 ale*********@m*.com
Metropolitan 2 Venture LP 1330 S Fair St, Arlington, VA 22202
70348xxxx7
Mercator Advisory Group 555 S Flower St Ste 3200, Los Angeles, CA 90071
21354xxxx0
Michael D Stuart-Morgan Stanley 1775 I St NW, Washington, DC 20006
20286xxxx9 acm***********@m************.com
Afif, Jean-Paul S 444 S Flower St, Los Angeles, CA 90071
56290xxxx8 acm***********@m************.com
Cantella & Co., Inc. 389 Main St, Malden, MA 02148
61752xxxx0 aca*****@c*******.com 2.9 7 344
Financial Concierge 5967 W 3rd St, Los Angeles, CA 90036
32374xxxx0 adi**@f********.com
Lodge Star Investments Ltd 6350 Overton Ridge Blvd Ste 212, Fort Worth, TX 76132 81798xxxx0 5.03
DRH Investments 12100 Wilshire Blvd Ste 1020, Los Angeles, CA 90025
31082xxxx0 d*n*@d*************.com
GW&K Investment Management 222 Berkeley St #15, Boston, MA 02116
61723xxxx0 ade****@g********.com 5 1
Ardalan, Shyan 2049 Century Park E, Los Angeles, CA 90067
31085xxxx1 ale*********@m*.com
International Finance Corp 100 Allison St NW, Washington, DC 20011 20223xxxx0
New York Life 425 Market St Ste 1600 San Francisco, CA 94105
41539xxxx0 agg********@n**********.com 2 17
Durant Management Corporation 3921 Wilshire Blvd Apt 303, Los Angeles, CA 90010
31028xxxx1 dal**@d**********.com
Larson Financial Group - Los Angeles 1875 Century Park E Ste 600, Los Angeles, CA 90067
31040xxxx1 adr**********@l**************.com 4425
City National Bank - San Francisco Main 150 California St, San Francisco, CA 94111
41557xxxx0 ale************@c**.com 2.8 6 5371 151 5900
SBVRT 1819 Polk St Ste 251 San Francisco, CA 94109
41571xxxx1 5 1
PricewaterhouseCoopers 1100 New York Ave NW, Washington, DC 20005
20228xxxx9 abd****@p**.com 4.4 10
Farmer, Frank 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx0 ale*********@m*.com
Payden & Rygel 333 S Grand Ave Ste 3250, Los Angeles, CA 90071
21362xxxx0 aba*****@p*****.com 5 2
Keeler-Thomas Inc 1327 S 800 E Ste 100, Orem, UT 84097
80122xxxx0 ada*@k***********.com
Moosher, Skip 1775 I St NW, Washington, DC 20006
20285xxxx3 acm***********@m************.com
Simplify Financial Planning 115 Sansome St Ste 200 San Francisco, CA 94104
41526xxxx3 ari****@s****************.com 5 10
Sarah Simon - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx2 abc***@u**.com
Alchemi Capital 180 Canal St Suite 600, Boston, MA 02114 40152xxxx1
Seven Post Investment Office 1 Montgomery St Suite #3150, San Francisco, CA 94104
41534xxxx0 ali********@s********.com 5 2
Navinvest Marine Services USA, Inc 19 Burnside St, Bristol, RI 02809 40141xxxx0
RBC Wealth Management 1750 Elm St, Manchester, NH 03104
60364xxxx1 rbc*********@r**.com
Global Trust Company 12 Gill St #2600, Woburn, MA 01801
78197xxxx4 bku****@g************.com 5 1
Anthem Advisors LLC 4000 Ponce De Leon Blvd, Coral Gables, FL 33146 30548xxxx2 86e*************************************@w*****************.com 1.6 7 202 208
Scott, Kevin 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx0 ale*********@m*.com
Shiflet, Walker W 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx3 acm***********@m************.com
Roberts Persley & Morris Financial 6080 Center Dr, Los Angeles, CA 90045
31024xxxx6 aad*************@a****.com 740691
Neuberger Berman 10250 Constellation Blvd Ste 2525, Los Angeles, CA 90067
31059xxxx0 aca****@n*.com 5 1
TIAA Financial Services 1801 Century Park E Ste 800, Los Angeles, CA 90067
80086xxxx6 ama******@t***.org 2.3 3
Martingale Asset Management 888 Boylston St, Boston, MA 02199
61742xxxx0 ala***********@m*********.com 3
Altum Wealth Advisors San Francisco, CA 94129
41537xxxx2 inf*@a**********.com
First Republic Bank - Temp. CLOSED 101 Pine St San Francisco, CA 94111
41526xxxx7 aa@f************.com 3.8 19 3.7 110
Ampersand Capital Partners 55 William St # 240, Wellesley, MA 02481
78123xxxx0 alb***@a***************.com 5 1
Howard's MBS 1425 K St NW, Washington, DC 20005
20258xxxx4 aad*****@h*****.edu 195830 334326 212000
Ascentcre 8391 Beverly Blvd, Los Angeles, CA 90048 31096xxxx2 3.9 7
Qatar Foundation International 1225 New York Ave NW, Washington, DC 20005
20265xxxx7 aal*****@q**.org 156474 1645 158000
Khan, Shanzah 1152 15th St NW, Washington, DC 20005
20265xxxx1 ale*********@m*.com
Sterling Bank & Trust 3800 24th St, San Francisco, CA 94114
41597xxxx0 agl****@s***********.com 2.5 52
Corbitt Financial Group 7319 12th St NW, Washington, DC 20012
20272xxxx5 rjc@c********************.com
RBC Wealth Management 3546 Main St, Manchester, VT 05254
rbc*********@r**.com
vL Associates - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20294xxxx1 abc***@u**.com
American Investment Group Fund LLC 4211 Fort Hamilton Pkwy, Brooklyn, NY 11219
71843xxxx6 joh*@a****.com
Westbourne Investment Advisors Inc 4600 Fairfax Dr Ste 304, Arlington, VA 22203 70380xxxx0
Morlin Asset Management-Union Station 800 N Alameda St, Los Angeles, CA 90012
21361xxxx5 a.c*******@m*********.com
Capital Investment Services 301 W Haralson St, LaGrange, GA 30240
70629xxxx3
Gaylord Wealth Management 3145 Geary Blvd Ste 717 San Francisco, CA 94118
41555xxxx2 con****@p*************.org 5 2
Citrine Capital 535 Mission St Fl 14 San Francisco, CA 94105
41549xxxx2 inf*@c*********************.com 4.7 14 5 33
Caron, Don 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx0 acm***********@m************.com
Morgan Stanley Wealth Management 10877 Wilshire Blvd, Los Angeles, CA 90024 31044xxxx0
Bangor Wealth Management 6 State St Ste 310, Bangor, ME 04401
20794xxxx6 bom*******@b*******.com 183 7
5 2
Leo Guedalia 10960 Wilshire Blvd, Los Angeles, CA 90024 31068xxxx2
Strategic Investment Services 14248 SW 158th path, Miami, FL 33196
87720xxxx4 dan@s**************************.com 4.6 11
Newman, Lindsey 2029 Century Park E, Los Angeles, CA 90067
31085xxxx2 ale*********@m*.com
Lars Jorgensen Ameriprice Financ 11835 W Olympic Blvd, Los Angeles, CA 90064 31099xxxx9
InvestAmerica
84385xxxxxxx4 cha*****@i*************.com
Edward Jones - Financial Advisor: Yun Fang 1569 Sloat Blvd, Ste 312 San Francisco, CA 94132
41550xxxx8 a.j*********@e**********.com 5 1
Arabesque Asset Management USA Inc. Christian Science Center- Belvidere/ Dalton, Suite 1850, Boston, MA 02110
61726xxxx3 alf***@a********.com
Magee, Kurtis 2029 Century Park E, Los Angeles, CA 90067
31085xxxx3 ale*********@m*.com
RBC Capital Markets 225 Franklin St, Boston, MA 02110
61772xxxx0 a.p****@r****.com
Edward Jones 1857 N 1120 W, Provo, UT 84604
80137xxxx5 a.j*********@e**********.com 86462 97000
Catholic Investment Services 200 State St #14, Boston, MA 02109
61775xxxx8 inf*@c*************.org
Hwang, Susan M, ATY 333 S Hope St, Los Angeles, CA 90071
21361xxxx9 aak*****@s*************.com 1215
GFI Energy Group 11611 San Vicente Blvd Ste 710, Los Angeles, CA 90049
31044xxxx2 aab***@o*************.com 5297 6400
Yovetich, Stephen 2049 Century Park E, Los Angeles, CA 90067
31040xxxx0 ale*********@m*.com
Daniel Welch-Morgan Stanley 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx7 acm***********@m************.com
SSI Investment Management, LLC 2121 Avenue of the Stars Suite 2050, Los Angeles, CA 90067
31059xxxx0 ale****@s*********.com 5 1
Teems, Matthew Dow 1775 I St NW, Washington, DC 20006
20286xxxx4 acm***********@m************.com
Martin, Ford 1152 15th St NW, Washington, DC 20005
20265xxxx9 ale*********@m*.com
Sequoia Innovations 2700 Colorado Blvd, Los Angeles, CA 90041
81850xxxx0 dxx@s*****************.com
First Pacific Advisors LP 11601 Wilshire Blvd, Los Angeles, CA 90025
31047xxxx5 abu****@f**.com
Rodriguez & Associates Advisory Group 333 S Grand Ave, Los Angeles, CA 90071
21361xxxx3 emi**@r****************.com
Davis Investment Services Suffolk Pl, Bristol, CT 06010 86058xxxx5 5 1
NKB Investment Group Inc 3333 7th St SE, Washington, DC 20032 20252xxxx4
Good Hope Investments 1918 14th St SE, Washington, DC 20020 20259xxxx8
Best West Car Wash Inc 7466 Beverly Blvd, Los Angeles, CA 90036
32393xxxx4
Sun Capital Partners 11111 Santa Monica Blvd Ste 1100, Los Angeles, CA 90025
31047xxxx0 a.h******@h*************.com
Stonecreek Wealth Advisors, Inc. 11576 S. State Street, Bldg. 1002,, Draper, UT 84020
80154xxxx6 5 21
Citizen Financial Center 1121 Arlington Blvd, Arlington, VA 22209
57128xxxx0 ele********@g****.com 36
Zahra Marchand - Financial Advisor, Ameriprise Financial Services 2029 Century Park E Ste 2550, Los Angeles, CA 90067
42434xxxx6 dns*****@a***.com 5 4
Pacific Exchange Stock & Options 115 Sansome St San Francisco, CA 94104 41539xxxx0 5 1
Valuation Services, Inc 3000 Wilson Blvd, Arlington, VA 22201
57144xxxx0 amy@v***************.com
Kamholtz David 811 E 31st St # A, Los Angeles, CA 90011 31074xxxx7
Michele Weiss - Northwestern Mutual 600 Montgomery St, Suite 1600 Transamerica Pyramid Bldg, San Francisco, CA 94111
41544xxxx9 ann********@n*.com
Naiman, Joseph 333 S Hope St, Los Angeles, CA 90071
21323xxxx5 ale*********@m*.com
Fidelity 100 Salem St, Smithfield, RI 02917 4.7 18
Pease, Nathan 2049 Century Park, Los Angeles, CA 90067
31040xxxx3 ale*********@m*.com
Kristopher McArdle - State Farm Insurance Agent 2446 Lombard St, San Francisco, CA 94123
41575xxxx9 3.3 12
W F Investment Corporation 1420 N Alta Vista Blvd Suite 122, Los Angeles, CA 90046
31055xxxx6 inf*@w***********.com
Kerlin Capital Group 624 S Grand Ave, Los Angeles, CA 90017
21362xxxx0 adm**@k************.com
Bangor Savings Bank 110 Park St, Orono, ME 04473
20786xxxx6 aar*********@b*****.com 5 7 524 88 555
4.5 89
C & K 3435 Wilshire Blvd, Los Angeles, CA 90010 21338xxxx4
American Trust Investment Services 1244 119th St, Whiting, IN 46394
21947xxxx2 d.o********@a**********.com 3.3 4
Fruition Advisors 1159 Keith Ave Berkeley, CA 94708
51050xxxx0 ali***@f***************.com 5 11
Tudor Investment Corp 4708 Yuma St NW, Washington, DC 20016 20236xxxx5
Vina Golden Investments 650 S Hill St, Los Angeles, CA 90014 21362xxxx1
North American Investment Services, LLC 80059xxxx1
Goldman, Grant, AGT 2029 Century Park E, Los Angeles, CA 90067
31085xxxx2 ale*********@m*.com
Goodman, Michael 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx4 acm***********@m************.com
Oak Harvest Financial Group 920 Memorial City Way Suite 150, Houston, TX 77024
28131xxxx3 all****@o***********.com 4.9 47 2202 82 2200
Conservative Wealth Management 7565 Mulholland Dr, Los Angeles, CA 90046
32387xxxx0 phi*@p*********.com
Stout Risius 1015 15th St NW, Washington, DC 20005
30171xxxx0 art******@s****.hk
The Williams Group-Morgan Stanley 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx5 acm***********@m************.com
E*TRADE - Temp. CLOSED 532 Market St San Francisco, CA 94104
86678xxxx4 adv************@e*****.com 1.3 112 167045
FTI Consulting 555 12th St NW, Washington, DC 20004
20231xxxx0 aar*********@f************.com
Federated Financial Corp Yorktown Rd, Washington, DC 20001 24873xxxx0
Wells Fargo Advisors 3353 Pan American Dr, Miami, FL 33133 30535xxxx7
Pascal, Robert F 1775 I St NW, Washington, DC 20006
20286xxxx3 acm***********@m************.com
Bluestone Planning Group-Morgan Stanley 1775 I St NW, Washington, DC 20006 20286xxxx0
Manolopoulos, Alexander, CFA 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx7 acm***********@m************.com
Zimmerman, Mark 2049 Century Park E, Los Angeles, CA 90067
31085xxxx2 ale*********@m*.com
RGS Financial Inc 725 S Figueroa St Ste 4100, Los Angeles, CA 90017
21325xxxx7 aar*******@u**.com 229155 242000
Investments LLC
Heritage Solutions Group 11075 S State St, Sandy, UT 84070
80172xxxx0 ale******@g****.com
San Francisco Federal Credit Union 2645 Ocean Ave, San Francisco, CA 94132
41577xxxx7 adu***************@s**************.com 4.5 115 4.5 124 9800 363 9700
American Values Investments, Inc. 198 Suncrest St, Gray, TN 37615
42372xxxx6 ala**@a*************.com 5 1
Institutional Investment Advisors Corp. 440 Park Ave, New York, NY 10016
21286xxxx6 cli*************@c*****************.com
Legacy Planning Group 16650 S State St, Draper, UT 84020 80120xxxx0
SPF Investment Management, L.P. 220 5th Ave floor 13, New York, NY 10001
21245xxxx0 6d1*************************************@w*****************.com 52180
Pae Professional 3865 Wilson Blvd Ste 400, Arlington, VA 22203 70356xxxx2
Paffendorf, John 2049 Century Park E, Los Angeles, CA 90067
31040xxxx1 ale*********@m*.com
Invotex Group 1100 Connecticut Ave NW, Washington, DC 20036 20237xxxx0
Blackstone Valley Group 470 Atlantic Ave, Boston, MA 02210
Eagle Financial Strategies 1 Cumberland Pl Ste 204, Bangor, ME 04401
20798xxxx2 inf*@e*************.us
3.5 5
McKay Douglas 11710 S 700 W, Draper, UT 84020 80157xxxx2
The Atlantic Group - Morgan Stanley 28 State St 26th Fl, Boston, MA 02109
61747xxxx1 acm***********@m************.com
Bon Investments 15 Drummer Rd, Acton, MA 01720
97862xxxx9 jbo*****@g****.com
Charles Schwab 211 Main St, San Francisco, CA 94105
41566xxxx0 app*******************@s*****.com 2.1 146
Wells Fargo Advisors 2300 Irving St, San Francisco, CA 94122 41568xxxx0
Wealthnet Investments, LLC 9800 Mount Pyramid Ct Suite 400, Englewood, CO 80112
72089xxxx5 inf*@w**************.com 5 7 1447 1400
Pantucci, Daniel 350 S Grand Ave, Los Angeles, CA 90071
86670xxxx1 ale*********@m*.com
Morgan Stanley 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx0 acm***********@m************.com
Kokolakis, Jonathan 1152 15th St NW, Washington, DC 20005
20265xxxx5 ale*********@m*.com
Morgan Stanley Wealth Management 1050 Connecticut Ave NW, Washington, DC 20036 20286xxxx0
Upside Investments 4318 Santo Tomas Dr, Los Angeles, CA 90008 32329xxxx1
Creative Business Solutions 1479 Bangor St SE, Washington, DC 20020
20288xxxx5 ada*********@c*******.com
Ghavami, Seena 1152 15th St NW, Washington, DC 20005
20265xxxx0 ale*********@m*.com
Miller Seth 1150 S Olive St Ste T25, Los Angeles, CA 90015 21374xxxx2
Jackson, Thomas 2049 Century Park E, Los Angeles, CA 90067
31040xxxx0 ale*********@m*.com
Chain Bridge Financial Group 3100 Clarendon Blvd, Arlington, VA 22201
70322xxxx5 inf*@c************.com
Wolfslau, Karl W 444 S Flower St, Los Angeles, CA 90071
56279xxxx7 acm***********@m************.com
Cristina Tenhagen Financial Services 3750 NW 87th Ave Ste 500, Doral, FL 33178 78620xxxx3
AKAR Ventures 400 W Cummings Park, Woburn, MA 01801 78128xxxx6
Tracy, John 2049 Century Park E, Los Angeles, CA 90067
31040xxxx2 ale*********@m*.com
Sutro Advisors San Francisco, CA 94123
41561xxxx6 mxx********@s************.com 5 1
JSF Financial, LLC 6300 Wilshire Blvd, Los Angeles, CA 90048
32386xxxx3 bor**@j***********.com
Boston Investors Services Inc 125 Summer Street # 1470, Boston, MA 02110
61795xxxx4 cal*@b*********************.com 3.1
Edward Jones - Financial Advisor: Skip Thompson 1201 Connecticut Ave NW, Washington, DC 20036
20222xxxx9 a.j*********@e**********.com
TD Ameritrade 525 Market St San Francisco, CA 94105
80066xxxx0 aam***********@t***********.com 1.4 152 393392
CIBC Private Wealth Management 100 Federal St 37th floor, Boston, MA 02110
61735xxxx0 alb***********@c***.com 5 2 4.4 123 2123 2200
Sue Van Der Linden-Morgan Stanley 1775 I St NW, Washington, DC 20006
20286xxxx9 acm***********@m************.com
Lone Oak Inc 11611 San Vicente Blvd, Los Angeles, CA 90049
31082xxxx8 adm**@l**********.com 5 4
RBC Wealth Management 6101 S Broadway Ave #400, Tyler, TX 75703
90353xxxx0
Morton Seidel Century City Advisor Group - Ameriprise Financial Services 2121 Avenue Of The Stars 8th Fl, Los Angeles, CA 90067
31027xxxx6 ala*******@a***.com 134
Wells Fargo Advisors 2100 Ponce De Leon Blvd, Coral Gables, FL 33134 30544xxxx0
Equity Investment Services, LLC 7575 Dr Phillips Blvd Suite 390, Orlando, FL 32819
40757xxxx1 inf*@e****.com 4.3 17
Boston Capital Wealth Management of Raymond James 225 Franklin St, Boston, MA 02110
88879xxxx8 aar************@r***********.com
USI INC 305 Auburn St, Newton, MA 02466
61786xxxx0 pre******@u*****.com
iCapital LLC 62 Plympton St, Boston, MA 02118
61754xxxx0 clo******@i******.us
Leste Group 1450 Brickell Ave Unit 2600, Miami, FL 33131
30592xxxx0 aar*************@l****.com 1.01
Bain Capital 200 Clarendon St, Boston, MA 02116
61751xxxx0 aah*******@b**********.com 4.3 7
Fidelity Investments 101 University Blvd, Denver, CO 80206
80054xxxx4 a61****@f*******.com 4 13
Columbia Threadneedle Investments 290 Congress St, Boston, MA 02210
61774xxxx9 dns*****@a***.com 3 4
Rosser, Scott 2049 Century Park E, Los Angeles, CA 90067
31078xxxx3 ban**********@e****.bankofamerica
Ucb Investment Services 1301 Noriega St San Francisco, CA 94122 41524xxxx6 abc*******@e***********.com 4.8 4 7011 17 7800
WCM Investment Management 281 Brooks St, Laguna Beach, CA 92651
94938xxxx0 aar**@w********.com 5 2
Daniel Platt - Ameriprise Financial Services, Inc 44 Montgomery St Ste 4210 San Francisco, CA 94104
41562xxxx0 dns*****@a***.com 5 1
Ceera Investments LLC 5959 W Loop S #300, Bellaire, TX 77401
71336xxxx0 ag@c****.com 1 1
John Stokes Financial 1 Sansome St Ste 3500 San Francisco, CA 94104
41559xxxx5 ala**@j******************.com 5 2
Ipswich Investment Management 53 S Main St, Ipswich, MA 01938
97835xxxx3 aco***@i****************.com
Planck, Gregory, AGT 300 Sevilla Ave, Coral Gables, FL 33134
30539xxxx8 ame******************@a***.com 132679 134000
American Express 12142 S Samson Cir, Draper, UT 84020
80161xxxx7 aar**@a**************.com
Venture Lynk Capital-advisory 4233 W 61st St, Los Angeles, CA 90043
31046xxxx2 adm**@v*******************.com
Prime Buchholz LLC 273 Corporate Dr #250, Portsmouth, NH 03801
60343xxxx3 aar*********@p************.com
USA Wealth Group, Inc. 352 Faunce Corner Rd, Dartmouth, MA 02747
50899xxxx8 bri*****@u*************.com 5 7
Tringali, James J 1775 I St NW, Washington, DC 20006
20299xxxx6 acm***********@m************.com
Citibank 2400 19th Ave, San Francisco, CA 94116
41564xxxx0 abb**********@c***.com 2 20
Ingenious Financial Inc 4601 Fairfax Dr, Arlington, VA 22203
84451xxxx0
Ameriprise Financial Advisors 150 Post St Ste 530 San Francisco, CA 94108 41562xxxx3 5 1
Fidelity Investments 1 Spartan Way, Merrimack, NH 03054
60379xxxx0 a61****@f*******.com 4.3 18
Everett Harris & Co 888 W 6th St Ste 1000, Los Angeles, CA 90017
21362xxxx7 har****@e************.com
Quarterdeck Investment 11111 Santa Monica Blvd, Los Angeles, CA 90025
31048xxxx0 aly***@q*********************.com
Alan Stone & Co 10940 Wilshire Blvd Ste 1600, Los Angeles, CA 90024
31044xxxx1 ala*******@e********.net
J F Lehman & Co Inc 1700 N Moore St, Arlington, VA 22209
70341xxxx7 ah@j**********.com
Burgess Financial Planning 177 Post St Ste 600 San Francisco, CA 94108
41552xxxx1 c18*****************************@s*****.wixpress 4.9 36
RBC Capital Markets 777 S Figueroa St Ste 850, Los Angeles, CA 90017
21336xxxx8 a.p****@r****.com
Applied Advisor 3150 18th St Ste 245 San Francisco, CA 94110
41532xxxx2 kat**@a*************.com 4.3 14
Melissa Fong, CPA San Francisco, CA 94122 41542xxxx0 4.9 77
Kookje Financial & Insurance Service 3700 Wilshire Blvd Ste 944, Los Angeles, CA 90010
21338xxxx5 jea*@d*********.com
Ocean Tomo 101 Montgomery St Ste 2100 San Francisco, CA 94104
41594xxxx0 aca****@o********.com 5 1 24 10 30
M S I Finance 1801 Avenue Of The Stars Ste 640, Los Angeles, CA 90067 31020xxxx0
Finkelstein, Josh 333 S Hope St, Los Angeles, CA 90071
21323xxxx9 ale*********@m*.com
Finnerty Partners - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20294xxxx0 abc***@u**.com
Fidelity Investments 29 S Main St Suite A02, West Hartford, CT 06107
80045xxxx5 a61****@f*******.com 3 27
Frank, Rimerman + Co 1 Embarcadero Ctr Ste 2410 San Francisco, CA 94111
41543xxxx4 aa@f************.com 5 2 3 2
49 North 3900 Geary Blvd Ste 303 San Francisco, CA 94118
41537xxxx9 ma**@f*************.com
Chetwood Investments 4327 Hawthorne St NW, Washington, DC 20016 20233xxxx3
AEW Capital Management 2 Seaport Ln, Boston, MA 02210
61726xxxx0 aab*****@a**.com 3.4 5
Endo Investment USA Inc 630 Masselin Ave, Los Angeles, CA 90036 32393xxxx4
Lindner, Jason 1152 15th St NW, Washington, DC 20005
20265xxxx1 ale*********@m*.com
InVision Capital Advisor 18 Bartol St Ste 1233 San Francisco, CA 94133
65091xxxx8 5 2
Holly Coston - Financial Advisor, Ameriprise Financial Services, LLC 21 Main St Ste 203, Bangor, ME 04401
88826xxxx2 dns*****@a***.com 53 55
5 2
Ryan Co Inc 1000 Wilson Blvd, Arlington, VA 22209
70374xxxx2 adr**********@r***.com 4.9 69 2341 127 2300
The I Street Group-Morgan Stanley 1775 I St NW, Washington, DC 20006
20286xxxx2 acm***********@m************.com
Grove San Francisco, CA 94107 4.9 10
Barsoum, Camelia, CFP 2049 Century Park E, Los Angeles, CA 90067
31085xxxx7 ale*********@m*.com
Robasciotti & Philipson 870 Market St Ste 1275 San Francisco, CA 94102
41598xxxx0 afs***@r**********.com 5 10 5 14 214
Gregory Ware - Financial Advisor, Ameriprise Financial Services 150 Post St Ste 530, San Francisco, CA 94108
41577xxxx3 dns*****@a***.com
Edward Jones 1772 Church St San Francisco, CA 94131
41528xxxx5 a.j*********@e**********.com
SHP Financial 225 Water St Building C, Suite C210, Plymouth, MA 02360
50874xxxx0 ama***@s***********.com 5 3 1046 89 1100
Don Pillar associate 600 17th St NW, Washington, DC 20508 55966xxxx7
Freedenberg, Andrew 1152 15th St NW, Washington, DC 20005
20265xxxx3 ale*********@m*.com
Janney Montgomery 545 S Figueroa St, Los Angeles, CA 90071 21362xxxx6
Munster, Samuel 2049 Century Park E, Los Angeles, CA 90067
31040xxxx7 ale*********@m*.com
Selig, Steven 333 S Hope St, Los Angeles, CA 90071
21378xxxx4 ale*********@m*.com
Wells Fargo Advisors 1700 K St NW Ste 875, Washington, DC 20006
20286xxxx0 alf************@w*****************.com 188275 189000
Berkshire Partners 200 Clarendon St #35, Boston, MA 02116
61722xxxx0 aba**@b****************.com 3 2
Benell, Charlie 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx2 acm***********@m************.com
Wright, Tiffany 2049 Century Park E, Los Angeles, CA 90067
31078xxxx2 aar******@b************.com
TAN Wealth Management San Francisco, CA 94112
41577xxxx8 tan@t******.com 5 2
Popovich, Douglas 2049 Century Park E, Los Angeles, CA 90067
31077xxxx0 ale*********@m*.com
Benedict, Christopher N, CFA 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx6 acm***********@m************.com
Boylan, Charles W 1775 I St NW, Washington, DC 20006
20286xxxx5 acm***********@m************.com
Schwartz, Kurt M 1775 I St NW, Washington, DC 20006
20286xxxx1 acm***********@m************.com
Global Wealth Advisors 255 Alhambra Cir Ste 1100, Coral Gables, FL 33134
30564xxxx1 aar************@r***********.com 17479 18000
Zack, James D 1747 Pennsylvania Ave NW, Washington, DC 20006
20277xxxx1 acm***********@m************.com
Fidelity Investments 10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908
80034xxxx8 a61****@f*******.com 4.3 6 324588 345000
Numeric Investors LLC 200 Pier 4 Blvd., Boston, MA 02210
61789xxxx0 aas***@n******.com 1 1
Walter Reinsdorf - Ameriprise Financial Services 311 California St Ste 400 San Francisco, CA 94104
41577xxxx6 dns*****@a***.com 5 1
Capitol Business Solutions Inc 4327 18th St N, Arlington, VA 22207
70380xxxx9 cap*******@c******************.com
Zacks Investment Management Inc. 10 S Riverside Plaza # 1600, Chicago, IL 60606
80024xxxx4 ain****@z****.com 3.8 28 5 10 231 2 291
Lico, Nicholas 1152 15th St NW, Washington, DC 20005
20265xxxx8 ale*********@m*.com
Sterling Bank & Trust 2555 San Bruno Ave, San Francisco, CA 94134
41550xxxx2 agl****@s***********.com 3.5 8 307
Eagle, David 2049 Century Park E, Los Angeles, CA 90067
31085xxxx4 ale*********@m*.com
Vigilant Financial Partners 1001 Connecticut Ave NW, Washington, DC 20036
20222xxxx5 gku****@v****************.net
Lucas Philippon - Financial Advisor, Ameriprise Financial Services, LLC 12 Stillwater, Suite 4, Bangor, ME 04401
20723xxxx0 cha**********@a***.com 288 27 286
Digital investment services 220 Donald Lynch Blvd, Marlborough, MA 01752
50826xxxx7 inf*@d************************.com
Wetherby Asset Management 580 California St Fl 8 San Francisco, CA 94104
41539xxxx9 aar**@w*******.com 5 1
INvestinU Financial Services LLC 605 Redmont Ct, Simpsonville, SC 29680
70473xxxx1 baf*****************************@s*****.wixpress 2.032
Essex Investment Management Co LLC 125 High St Suite 1803, Boston, MA 02110
61734xxxx0 afo***@e**********.com
International Investment Advisers 352 7th Ave #903, New York, NY 10001
hen************@i********.com
Bridgewater Associates One Nyala Farms Rd, Westport, CT 06880
20322xxxx0 aar***@b**********.com 4.2 17
Annmarie M Bilger-Morgan Stanley 1775 I St NW, Washington, DC 20006
20286xxxx7 acm***********@m************.com
CenterOak Partners 100 Crescent Ct #1700, Dallas, TX 75201
21430xxxx1 adv********************************@c****************.com
Talent Acquisition Group Po Box 17805, Arlington, VA 22216
70383xxxx0
Oakland Silver & Gold 3929 Piedmont Ave Oakland, CA 94611
51060xxxx6 osg****@g****.com 4.6 83
Camino Financial 309 E 8th St, Los Angeles, CA 90014
80085xxxx5 abi***@c**************.com 41292
Citibank 1900 Noriega St, San Francisco, CA 94122
41564xxxx4 abb**********@c***.com 1.7 14 1.9 16
Toria Scotto - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx3 abc***@u**.com
Reynolds Advisory Partners 5900 Wilshire Blvd, Los Angeles, CA 90036
62631xxxx0 bbe****@r*********.com
732 Investors 732 Lamont St NW, Washington, DC 20010 20229xxxx2
Senegal, Ronald 1152 15th St NW, Washington, DC 20005
20265xxxx8 ale*********@m*.com
Ameriprise Financial Advisors 115 Sansome St Ste 520 San Francisco, CA 94104 41554xxxx4
Robert Allred, CFP, CPWA - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx5 abc***@u**.com
Buik and Sweeney Richard 2700 Quebec St NW, Washington, DC 20008 20236xxxx4
Keller, Rick 1999 Avenue Of The Stars, Los Angeles, CA 90067
31078xxxx9 acm***********@m************.com
Taus Investments 12707 Mitchell Ave, Los Angeles, CA 90066 31091xxxx7
Wilson Gordon 2913 Glover Dr NW, Washington, DC 20016 20236xxxx2
State Street Global Advisors 1 Iron St, Boston, MA 02210
61778xxxx0 a.j**********@s***.com 2 7
USA Investment Group LP
83038xxxx6 a.r******@u*************.com 1107 37 1100
Kawase, Michael, AGT 12400 Wilshire Blvd, Los Angeles, CA 90025
31058xxxx0 ame******************@a***.com 132835
Universal Capitol Management 10940 Wilshire Blvd, Los Angeles, CA 90024 31044xxxx2
Hendler Stern - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20294xxxx2 abc***@u**.com
U.S. Capital Advisors LLC 4444 Westheimer Rd, Houston, TX 77027
71336xxxx0 aca*****@u******.com 3.3 9
Wells Fargo Advisors 2454 Noriega St, San Francisco, CA 94122 41575xxxx0
Edward Jones San Francisco, CA 94114 41528xxxx9
Triton Pacific Capital Partners 10877 Wilshire Blvd Fl 12, Los Angeles, CA 90024 31094xxxx0
Wang, Candy 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx4 ale*********@m*.com
Pan African Capitol Group 1100 Connecticut Ave NW Ste 330, Washington, DC 20036
20288xxxx2 agl***********@p****************.com
Friedman Fleischer & Lowe 1 Maritime Plz 22 Flr San Francisco, CA 94111
41540xxxx0 aad***@f**********.com 5 1
Long Wharf Capital 1 Federal St 26th floor, Boston, MA 02110
61725xxxx0 acc*******@l********.com
Federal Financial Institutions 3501 Fairfax Dr, Arlington, VA 22226
70351xxxx8 cdr*****@c**.ffiec
Tammy Haygood - UBS Financial Services Inc. One California St Fl 20 San Francisco, CA 94111
41595xxxx5 aar*******@u**.com 5 1
Public.com 228 Park Ave Suite 97716, New York, NY 10013
21240xxxx6 car*@p*****.com 3.3 24 4534 5200
Madison Investments 2300 Wisconsin Ave NW Ste 300A, Washington, DC 20007
20273xxxx1 aly***@m*****************.net
Cathy Pareto And Associates 2030 S Douglas Rd Ste 215, Coral Gables, FL 33134
30564xxxx4 ale****************@c**********.com 5 12 513 2 493 5 1
The Crowley Shemeld Jewayni Green Group 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 a.m******@r**.rockco
Sage Advisory Services 5900 Southwest Pkwy UNIT 1, Austin, TX 78735
51232xxxx0 ade****@s***********.com 5 1
Chesapeake Investment Management, LLC 1629 K St NW Ste 800, Washington, DC 20006
20282xxxx0 inf*@c***********.com
Nagy, Robert L 2029 Century Park E, Los Angeles, CA 90067
31071xxxx7 dns*****@a***.com
Renee Provencher 1888 Century Park E, Los Angeles, CA 90067
31040xxxx9 ale***@f************.com
Yu, Jungmin 2049 Century Park E, Los Angeles, CA 90067
31040xxxx0 ale*********@m*.com
Lula Financial 66 Franklin St Fl 3 Oakland, CA 94607
41563xxxx7 ami*@l************.com 4.2 19 5 45
ING Financial Partners 505 Montgomery St Fl 11 San Francisco, CA 94111 41552xxxx6
Golden Gate Financial Partners 580 California St Ste 1200 San Francisco, CA 94104
41539xxxx4 abi@g**********.com
Securities Industry Financial 1101 New York Ave NW #800, Washington, DC 20005
20240xxxx0 aab****@m**********.com 1880 150 2100
Chrysalis Capital Group 131 Franklin St San Francisco, CA 94102
41577xxxx3 zso*********@v*********.com
Ameriprise Financial Services, Inc. 100 Miracle Mile, Coral Gables, FL 33134
30544xxxx7 ame******************@a***.com 132679 134000
Gilbert, Paul Alfred, AGT 333 S Hope St, Los Angeles, CA 90071
21323xxxx1 ale*********@m*.com
Seals, George 1152 15th St NW, Washington, DC 20005
20265xxxx9 ale*********@m*.com
Amaral Financial Planning San Jose, CA 95123
40879xxxx9 ama*********@p*********.is 5 44
No Sweat It Credit 101 California St San Francisco, CA 94111
86695xxxx6 5 1
Financial Advisors U.S. Bancorp Investments 145 S Fairfax Ave, Los Angeles, CA 90036
32376xxxx3 aar************@u*****.com 345474 5397 348000
Circle in a Square Advisors - Ameriprise Financial Services 1220 19th St NW Ste 205, Washington, DC 20036
20229xxxx7 dns*****@a***.com
Taylor De Jongh Inc 1101 17th St NW Ste 1220, Washington, DC 20036
20277xxxx9 aja***@t*************.com
Capital Investment Services 111 E Wisconsin Ave #1310, Milwaukee, WI 53202
80034xxxx2 alk*****@c*****.com 4.2 5
Fiduciay Trust 444 S Flower St, Los Angeles, CA 90071
21359xxxx0 aar**@f*************.com
Crenshaw & Clark Financial 2827 W Slauson Ave, Los Angeles, CA 90043
32338xxxx8 c18*****************************@s*****.wixpress
Gehret Shemeld 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx0 a.m******@r**.rockco
Philip J Holthouse 11444 W Olympic Blvd, Los Angeles, CA 90064
31056xxxx0 abb***@h***.com
Richmond Hill Investment Co 375 Hudson St, New York, NY 10014 21298xxxx0
NWQ Investment Management Co 2049 Century Park E Ste 1600, Los Angeles, CA 90067
31071xxxx0 ahw***@n**.com 1816 2000
BlackRock 400 Howard St San Francisco, CA 94105
41559xxxx0 aam*********@b********.com 2.4 34 3.1 7 77685 1861 83000
OpenInvest 2 Mint Plz Ste 604 San Francisco, CA 94103
90897xxxx1
Regency Insurance Services 1303 9th Ave Ste 1 San Francisco, CA 94122
65044xxxx2 fre*@r**********.net 5 1
Bay Sherman & Craig LLP 11845 W Olympic Blvd Ste 845W, Los Angeles, CA 90064 31047xxxx0
Third Eye Associates Ltd 1717 K St NW, Washington, DC 20006
20266xxxx6 aph*****@t*****************.com 4.2 5 180 2 185
Guilday, Brendan 1152 15th St NW, Washington, DC 20005
20265xxxx7 ale*********@m*.com
Private Ocean 140 Geary St Fl 6 San Francisco, CA 94108
41578xxxx2 ang***@p***********.com 124
Citibank 99 Post St, San Francisco, CA 94104
41581xxxx3 abb**********@c***.com 3 33
Sterling Bank & Trust 440 Westlake Center Dr Daly City, CA 94015
65099xxxx5 agl****@s***********.com 1.7 3 1.6 7 309
Cusick, Ambler 1775 I St NW, Washington, DC 20006
20286xxxx5 acm***********@m************.com
Joey McLister-Morgan Stanley 1747 Pennsylvania Ave NW, Washington, DC 20006
20277xxxx4 acm***********@m************.com
Global Investment & Development 3470 Wilshire Blvd Ste 1030, Los Angeles, CA 90010
21336xxxx5 ari****@g******.com
Liz Wu CFP San Francisco, CA 94129 41534xxxx1
Damon Dozier - Wilmington Advisors @ M&T 10250 Constellation Blvd, Los Angeles, CA 90067
31030xxxx1 aga***@m**.com 93579 2236 95000
Shagrin, Scott, CFP 2049 Century Park E, Los Angeles, CA 90067
31085xxxx1 ale*********@m*.com
Castagnola, Joseph 2049 Century Park, Los Angeles, CA 90067
85858xxxx5 ale*********@m*.com
Fundrise 11 Dupont Cir NW, Washington, DC 20036
20258xxxx0 aal******@f*******.com 4.1 479
Cohen, Fariborz 2049 Century Park E, Los Angeles, CA 90067
31078xxxx2 aar******@b************.com
Edward Jones - Financial Advisor: John P Byrne, AAMS™ 670 Union St, Bangor, ME 04401
20792xxxx2 a.j*********@e**********.com 86462 97000
3 2
Waarbroek, Shane 2049 Century Park E, Los Angeles, CA 90067
31085xxxx9 ale*********@m*.com
Asset Management System 1111 N Las Palmas Ave, Los Angeles, CA 90038 32346xxxx2
Brett Dalton - Branch Manager, Ameriprise Financial Services 2029 Century Park E Ste 2550, Los Angeles, CA 90067
42434xxxx9 ado********@a***.com 559 2 565
Chris Churchill 101 Montgomery St Ste 600 San Francisco, CA 94104
41587xxxx2 aah*****@m*********.com 5 5
Haffner Wealth Management Group - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx0 abc***@u**.com
Pursestrings 2647 21st Ave, San Francisco, CA 94116
41575xxxx8 pam@p********************.com 13
Chelsea Financial Services 242 Main St, Staten Island, NY 10307
71896xxxx0 aci*****@c***.com 4.2 12 27 30
Clark, Chad 1152 15th St NW, Washington, DC 20005
20243xxxx7 ale*********@m*.com
O'Neill-Nee Group-Morgan Stanley 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx0 acm***********@m************.com
Presidio Financial 63 W University Pkwy, Orem, UT 84058
80122xxxx0 aar********@l**.com 20051 216 21000
Finra 300 S Grand Ave, Los Angeles, CA 90071
21361xxxx6 a.-******@f****.org 628
Riley M 12012 S 700 E Ste 100, Draper, UT 84020 80198xxxx4
Akbar, Masud 1775 I St NW, Washington, DC 20006
20268xxxx1 acm***********@m************.com
Edward Jones - Financial Advisor: Amy J Marty 129 E 13800 S Ste B1, Draper, UT 84020
80157xxxx2 a.j*********@e**********.com 86462 97000
Movsesian, Daniel 444 S Flower St, Los Angeles, CA 90071
21348xxxx2 acm***********@m************.com
Hub Building Investors 1667 Market St San Francisco, CA 94103 41525xxxx6
Sycamore Hill Capital Group San Francisco, CA 94102
41598xxxx5 gre******@s******************.com
Aras, John A 1501 K St NW, Washington, DC 20005
20258xxxx2 abc***@u**.com
Dodge & Cox Funds 555 California St Fl 40 San Francisco, CA 94104
41598xxxx0 all**********@d**********.com 5 2 2.6 8
US Agriculture 12821 E New Market St Suite 300, Carmel, IN 46032
31767xxxx0 ana***********@u*************.com 3.73
Lifeline Financial 6128 Georgia Ave NW, Washington, DC 20011 20282xxxx3
Peninsula Pacific 10250 Constellation Blvd, Los Angeles, CA 90067
42428xxxx0 ili******@p***************.com
Palacio Capital Partners Inc 3345 Wilshire Blvd Apt 1006, Los Angeles, CA 90010 32380xxxx7
Heritage Holding 30 Newbury Street Third Floor, Boston, MA 02116
61793xxxx4 ada*@h***************.com
Wells Fargo Advisors Financial Network 3250 Mary St Ste 407, Miami, FL 33133 78668xxxx0
GSG Capital Advisors 11150 Santa Monica Blvd, Los Angeles, CA 90025
31026xxxx5 d-j***@g*****.com
Citibank 701 Irving St, San Francisco, CA 94122
41564xxxx3 abb**********@c***.com 2.4 8 152658 2053 11
Andrew Horowitz 2000 Avenue Of The Stars Ste 530N, Los Angeles, CA 90067
42460xxxx0 abu***@r*****.com
Axiom Advisory One Sansome St Ste 3500 San Francisco, CA 94104
41548xxxx1 hel**@a************.com
Coastal Financial Partners Group 1554 S Sepulveda Blvd Ste 106, Los Angeles, CA 90025
31078xxxx5
Jessie Perez Stockton, CA 95207 41533xxxx6 5 1
Praesidium Investment Management Company, LLC 1411 Broadway #2920, New York, NY 10018
21282xxxx0 ada*****@p***********.com
Oum & Co 601 California St Fl 18 San Francisco, CA 94108
41543xxxx4 a@o*****.com 5 3 5 2
Congress Asset Management Co 2 Seaport Ln floor 5, Boston, MA 02210
61742xxxx0 afe*****@c************.com
Skylark Wealth 2443 Fillmore 380-1492 San Francisco, CA 94115
41588xxxx9 jan*@s************.com 5 1
Global Sky Net 700 S Flower St, Los Angeles, CA 90017 32354xxxx4
Manulife Asset Management LLC 101 Huntington Ave, Boston, MA 02199 61737xxxx0 3 2
Piper Jaffrey 444 S Flower St, Los Angeles, CA 90071 21362xxxx0
First Republic Bank 1699 Van Ness Ave, San Francisco, CA 94109
41544xxxx8 aa@f************.com 3.8 11 4.6 31 89732 259
SALI Fund Services 6850 Austin Center Blvd Suite 300, Austin, TX 78731
51273xxxx4 a.n*****@s***.com 5.01
Weiss Asset Management LP 222 Berkeley St, Boston, MA 02116
61777xxxx0 aar**@w*********.com 5 1
Oportun 7225 S Figueroa St, Los Angeles, CA 90003
31093xxxx0 a-l@o******.com 4.6 97 100889 183
ISG Investment Funds, LP 1497 Main St #363, Dunedin, FL 34698
12898xxxxx3 inf*@p***********.com 5.05
Matias Solutions, LLC 85 Hosmer St, Acton, MA 01720
95429xxxx1
John Taylor San Francisco, CA 94103 41585xxxx7
Investment Advisory Group 51 Mill St, Hanover, MA 02339
78182xxxx5 ach***********@i**********.com 5 11
Morgan Stanley Wealth Management 1400 G St NW, Washington, DC 20005
20287xxxx7 aar***********@m***********************.com
US Asset Management, LLC 211 N Whitfield St, Pittsburgh, PA 15206
41223xxxx0 dv@u******.net 2.3 3
Navarette Financial Ins Agency 5641 E Beverly Blvd, Los Angeles, CA 90022 32321xxxx1 joh*******@n******************.com
World Financial Group 1901 Avenue Of The Stars Ste 200, Los Angeles, CA 90067
31090xxxx1 con****************@t***********.com 81954 2038
Teague, Michael 1152 15th St NW, Washington, DC 20005
20265xxxx6 ale*********@m*.com
Empyrean Funding & Management 11677 San Vicente Blvd Ste 206, Los Angeles, CA 90049
31057xxxx2 azh****@e**************.com 5 1 101
Aca Financial Guaranty Corp 7189 N Figueroa St, Los Angeles, CA 90042
32325xxxx3 aal*****@a**.com
Wells Fargo Advisors 5301 Wisconsin Ave NW Ste 400, Washington, DC 20015
20236xxxx0 a-w***************@w*****************.com 5 2 188811 190000
Michelle Renee Alberda - Ameriprise Financial Services 150 Post St Ste 530 San Francisco, CA 94108
41562xxxx3 dns*****@a***.com 4.6 7
Vega, Vangie, CFP 2049 Century Park E, Los Angeles, CA 90067
31085xxxx8 ale*********@m*.com
Lindus, Scott 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx1 acm***********@m************.com
Rainbow Investments and Mgmt Services LLC Washington, DC 20020 20258xxxx8
First Republic Bank 44 Montgomery St San Francisco, CA 94104
41539xxxx8 aac**********@f************.com 4.9 7 3.3 12 89729 259
Nuveen Investments 2049 Century Park E, Los Angeles, CA 90067
31055xxxx7 aar*************@n*****.com 1812 2000
Lambertini, Rosana, CFP 2049 Century Park E, Los Angeles, CA 90067
31085xxxx6 ale*********@m*.com
New Magellan Venture Partners 1212 New York Ave NW, Washington, DC 20005
20278xxxx0 hel**@n**********.com
Fundraising Financial Management 5101 Macarthur Blvd NW, Washington, DC 20016
20223xxxx3 ada*@t***********.com 138 7 144
Longhurst, Karin L 1999 Avenue Of The Stars, Los Angeles, CA 90067
31078xxxx6 acm***********@m************.com
Bank of America Financial Center 288 W Portal Ave, San Francisco, CA 94127
41562xxxx1 ahm*******@b***.com 2.7 33
Oppenheimer & Co Inc 2000 K St NW Ste 800, Washington, DC 20006
20229xxxx0 abc***@o***.com 622 165 720
Ameriprise Financial Advisors 455 Market St Ste 1480 San Francisco, CA 94105 41577xxxx6 1.7 23
Blumberg, Joel 2049 Century Park E, Los Angeles, CA 90067
31055xxxx8 ale*********@m*.com
Pilarski, Kevin M 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx7 acm***********@m************.com
Glass Lewis & Co 1 Sansome St Ste 3300, San Francisco, CA 94104
41567xxxx0 aad*******@g*********.com
Monem Corp 11845 W Olympic Blvd Ste 1040W, Los Angeles, CA 90064 31047xxxx0
Brandon J Miller - Brio Financial Group 333 Bush St Ste 1400 San Francisco, CA 94104
83362xxxx0 abr****@b*****.com 5 2
Joe Delaney, Robertson Stephens 455 Market St Ste 1600, San Francisco, CA 94105 41550xxxx0 abl**@r********.com 995 8 1000
Omega Acquisition 11500 W Olympic Blvd, Los Angeles, CA 90064 31098xxxx4
Nova Financial 2170 Wisconsin Ave NW, Washington, DC 20007
20296xxxx5 aab*****@n***.edu 62621 227634 64000
Khorshid, Laura 2049 Century Park E, Los Angeles, CA 90067
31040xxxx1 ale*********@m*.com
Edward Jones - Financial Advisor: Parker T Austin 1628 California St Ste A San Francisco, CA 94109
41540xxxx5 a.j*********@e**********.com 5 1 85273
Union Square Investment Co 360 Post St #900, San Francisco, CA 94108
41539xxxx8 web*****@u**************.com
Michael Freiman-Morgan Stanley 1747 Pennsylvania Ave NW, Washington, DC 20006
20277xxxx2 acm***********@m************.com
ClearPoint Capital - Ameriprise Financial Services, LLC 23 Water St Ste 405 Key Plaza, Bangor, ME 04401
20730xxxx8 dns*****@a***.com 490 3 498
5 2
Kirvan, Michael 1152 15th St NW, Washington, DC 20005
20265xxxx9 ale*********@m*.com
Shah, Amit S 11835 W Olympic Blvd, Los Angeles, CA 90064
31090xxxx5 a.j*********@e**********.com 85087
Index Gurus 5350 Paso Del Rio Way, Concord, CA 94521
92535xxxx0 far**@i*********.com 5 47
Babakhanian, Arin 2049 Century Park E, Los Angeles, CA 90067
31085xxxx8 ale*********@m*.com
Salathiel Acquisitions Corporation 901 N Glebe Rd, Arlington, VA 22203
80061xxxx1
Westerly Capital Management 201 Mission St Ste 530 San Francisco, CA 94105 41554xxxx0
Ameriprise Financial Advisors 1875 I St NW Ste 500, Washington, DC 20006 20265xxxx7
Citibank 6100 Geary Blvd, San Francisco, CA 94121
41564xxxx5 abb**********@c***.com 2.8 26
Elite Financial Group San Francisco Bay Area, CA 94102
41577xxxx2 dhu***@e*******.com 4.8 5
Deur, Stephanie 333 S Hope St, Los Angeles, CA 90071
31053xxxx9 ban**********@e****.bankofamerica
Crypto Traders Investment 8533 Midway Rd, Dallas, TX 75209
46324xxxx6
Wells Fargo Advisors San Francisco, CA 94104
41529xxxx0 a-w***************@w*****************.com 188325 189000
Moore Financial Of Utah 1884 N University Pkwy, Provo, UT 84604 80137xxxx5
Abraham Martinez - Brio Financial Group 333 Bush St Ste 1400 San Francisco, CA 94104
83362xxxx0 abr****@b*****.com 5 1
Rogers, Derek 333 S Hope St, Los Angeles, CA 90071
21323xxxx8 ale*********@m*.com
Morgan Stanley & Co 101 California St San Francisco, CA 94111 1 2
GlassRatner Advisory 1300 17th St N, Arlington, VA 22209
70331xxxx1 abl*****@g**********.com
Hgp Investment 6900 Bonita Ter, Los Angeles, CA 90068 32385xxxx1 bon***@b**************.com 5 5 29 29
Evercore 515 S Figueroa St, Los Angeles, CA 90071 21344xxxx0
RBC Wealth Management One Beacon St Ste 24, Boston, MA 02108
61772xxxx0 rbc*********@r**.com
Coastal Bridge Advisors 2121 Avenue Of The Stars Ste 2300, Los Angeles, CA 90067
80070xxxx4 bga****@c********************.com
Morgan Stanley Wealth Management 1747 Pennsylvania Ave NW, Washington, DC 20006
20245xxxx0 int**********@m************.com
Ucb Investment Services 743 Washington St San Francisco, CA 94108 41542xxxx5
Keith Apton of The Capital ESOP Group - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx8 abc***@u**.com
Lourd Murray 10900 Wilshire Blvd, Los Angeles, CA 90024
31030xxxx8 ada*****@l**********.com 146 2
Spectip Investments San Francisco, CA 94133 51077xxxx6
Gables Financial Partners 2655 S Le Jeune Rd Ste 501, Miami, FL 33134
30570xxxx7 inf*@g**********************.com
Dimov Tax Services 555 4th St, San Francisco, CA 94107
86626xxxx5 ade****@d*******.com 4.8 554
The McLain, McNew, Penno Group-Morgan Stanley 1775 I St NW, Washington, DC 20006
20286xxxx8 acm***********@m************.com
Mancini, Robert 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx9 acm***********@m************.com
Costello John W Rl Est Investmt 2037 Pierce St San Francisco, CA 94115 41592xxxx1
Serebrisky, Elizabeth 333 S Grand Ave, Los Angeles, CA 90071
21323xxxx5 ale*********@m*.com
Global Financial Integrity 1050 Connecticut Ave NW, Washington, DC 20036
20229xxxx0 dol***@f***********.com
Berit Suba, MBA,CFP 555 California Ste 2300 San Francisco, CA 94104 41539xxxx2 5 1
Investment Services Center 301 S Cedar Dr, Allen, TX 75002
21449xxxx3 and********@o**********.com 1 1 5
Merrill Lynch Wealth Management 355 Alhambra Cir 16th Fl, Coral Gables, FL 33134
30544xxxx2 ale*********@m*.com
Strategic Investment Group 1001 19th St N 17th floor, Arlington, VA 22209
70324xxxx3 aba*****@s*************.com 4.52
Friedlander, Charles, AGT 10900 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx4 a-w***************@w*****************.com 189233
Angeloff Company 611 Wilshire Blvd, Los Angeles, CA 90017
21348xxxx0 dan******@a*********.com
ABP Financial Services 6404 Wilshire Blvd. Suite 1215, Los Angeles, CA 90048
32365xxxx3 irw******@a***.net
Salem Partners 11111 Santa Monica Blvd, Los Angeles, CA 90025
31080xxxx0 aco******@s************.com
Adam J. Brinkley, AAMS, ADPA - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx4 abc***@u**.com
Penobscot Financial Advisors 74 Hammond St, Bangor, ME 04401
20799xxxx1 cel*****@p**********.com 5 51 359 9 376
5 51
RLI Investing Group 831 E 17th St Unit 3, Ada, OK 74820
40563xxxx3 sup****@g*****.com 1.01 314864 14
Meagan Riordan-Morgan Stanley 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx8 acm***********@m************.com
Aronson & Co 2801 Quebec St NW, Washington, DC 20008
30123xxxx0 aah***@a*********.com
Executive Financial Group 10181 NW 58th St Unit 9, Doral, FL 33178
30546xxxx5 dom****@f***************.com 1 1
Faith Investor Services 14785 Preston Rd # 1000, Dallas, TX 75254
83383xxxx1 jan****@f********************.com
Edward Jones 1025 Connecticut Ave NW Ste 1108, Washington, DC 20036 20229xxxx8
Fidelity Investments 10250 Constellation Blvd, Los Angeles, CA 90067
31084xxxx5 cop***********@f**.com
Holcher, Justin 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx6 ale*********@m*.com
Freeman Spogli & Co 11100 Santa Monica Blvd Ste 1900, Los Angeles, CA 90025
31044xxxx2 bbr******@f************.com
Matheson Financial Advisor 4 Mechanic St, Natick, MA 01760
50865xxxx0 bma******@m***************.com
Citibank 1399 Post St, San Francisco, CA 94109
41581xxxx4 abb**********@c***.com 1.9 10 154191 1818 11
Asti Financial Management 1101 Marina Village Pkwy Sre 201 Office #275 Alameda, CA 94501
51052xxxx7 eil***@a************.com 4.7 3 4.5 17
Piper Sandler 633 W 5th St, Los Angeles, CA 90071
21362xxxx1 922 102
Sverica Capital Management LP One Boston Place, 201 Washington St Unit 3910, Boston, MA 02201
61769xxxx1 ali**@s******.com 1 1 958
Hotchkis & Wiley Capital Management 725 S Figueroa St Ste 3900, Los Angeles, CA 90017
21343xxxx0 ann*************@h***.com
All Options USA LLC 114 W 7th St #1200, Austin, TX 78701
ade*@a*********.nl 3.325
Andrews Financial Planning 228 Windsor River Rd Ste 112 Windsor, CA 95492
70732xxxx3 ka@a***********************.com 5 2
Robert Farrell-Morgan Stanley 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx3 acm***********@m************.com
John McNamee 1888 Century Park E, Los Angeles, CA 90067
42452xxxx2 ale***@f************.com 90275 115000
Fletchers Global Services 7939 NW 21st St, Doral, FL 33122 80043xxxx4
Chapin, Christopher 2049 Century Park E, Los Angeles, CA 90067
31040xxxx5 ale*********@m*.com
Tournat, Thomas 2049 Century Park E, Los Angeles, CA 90067
31040xxxx7 ale*********@m*.com
Investment Services 2029 Vanesta Pl Suite 17, Manhattan, KS 66503
78537xxxx8 5.05
FDI Investment Group 1655 Fort Myer Dr, Arlington, VA 22209 70324xxxx0
Raymond James Financial Services 113 S Blackburn St, Brady, TX 76825
32559xxxx9 aar************@r***********.com 17085
Fulena, Kavi 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx0 ale*********@m*.com
Acadian Asset Management LLC 260 Franklin St, Boston, MA 02110
61785xxxx0 aa@a************.com 3.7 3
US Global Asset Investments, LLC 1190 N Carroll Ave, Southlake, TX 76092
81725xxxx3 inf*@u****.biz
Charles Schwab 1100 H St NW, Washington, DC 20005
20281xxxx5 ask******@s*****.com
Sterling Bank & Trust 825 Irving St, San Francisco, CA 94122
41568xxxx0 agl****@s***********.com 1.9 9
Washington, DC Private Wealth Management - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20294xxxx0 abc***@u**.com
Poch, Christopher 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx5 acm***********@m************.com
Wilmington Trust 10250 Constellation Blvd Ste 2800, Los Angeles, CA 90067
31030xxxx0 aam****@w**************.com
Business Investment Management 1426 Fillmore St, San Francisco, CA 94115
41556xxxx2 3 2
Alantra 75 State St #1210, Boston, MA 02109
61748xxxx0 abh**@a******.com 3 2
GMO LLC 53 State St 33rd Floor, Boston, MA 02109
61733xxxx0 abc@g**.com 4.5 2
Jones, Richard 2049 Century Park E, Los Angeles, CA 90067
31040xxxx5 ale*********@m*.com
Pomerantz, Mark J, AGT 10250 Constellation Blvd, Los Angeles, CA 90067
42430xxxx6 a.b*****@a********.com
St. Johns Investment Management Company, LLC 7915 Baymeadows Way Unit 230, Jacksonville, FL 32256
90437xxxx3 dav**@s*********.com 5 2
Gormley, Colleen 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx3 acm***********@m************.com
Arkata Advisors 545 S Figueroa St, Los Angeles, CA 90071 21362xxxx8 afa******@b***********.com
Republic 149 5th Ave, New York, NY 10010
adm**@d**************.com 3.3 7
Huge, Patrick 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx8 acm***********@m************.com
Fidelity Investments 1801 Wewatta St Suite 100, Denver, CO 80202
80054xxxx9 a61****@f*******.com 3.1 17 325184 346000
Mizuho Securities USA Inc 350 S Grand Ave, Los Angeles, CA 90071 21324xxxx0
Nagy, Claire O 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx1 acm***********@m************.com
Manulife Investment Management Stephen L Brown, 197 Clarendon St, Boston, MA 02116
61737xxxx0 abd************@m*********.com 3 2
Samantha N Dinh, CFP - Paragon Financial Planning 550 Park St, Ste 105 Alameda, CA 94501
51022xxxx4 inf*@p*********.com 5 2 5 46
Monument Capital Group 1455 Pennsylvania Ave NW Ste 400, Washington, DC 20004
20265xxxx9 chr**************@m*******************.com
Farm Bureau Financial Services Aaron Kidd Agency 110 S 500 W, Provo, UT 84601
80137xxxx0 aar********@f***.com 3 6 14040 14000
Fbr & Co 1300 17th St N, Arlington, VA 22209
70331xxxx0 abc@f**.com
Gray, Eric 2049 Century Park E, Los Angeles, CA 90067
31040xxxx9 ale*********@m*.com
Roh, Heajin 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx5 ale*********@m*.com
Legacy Planning Group 11650 S State St Ste 102, Draper, UT 84020 80120xxxx0
Sixt, Brian 2049 Century Park E, Los Angeles, CA 90067
31085xxxx0 ale*********@m*.com
Fenway Partners Inc 11111 Santa Monica Blvd, Los Angeles, CA 90025
31068xxxx9 cgi*****@f*************.com
ABG Wealth Management - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx1 abc***@u**.com
Orchard Financial Group - Ameriprise Financial Services 6701 Center Dr W Ste 700, Los Angeles, CA 90045
31058xxxx0 apr********@a***.com 430 11
Richards, Perry 2049 Century Park E, Los Angeles, CA 90067
31085xxxx6 ale*********@m*.com
Wells Fargo Advisors 555 California St Ste 2300 San Francisco, CA 94104
41529xxxx0 a-w***************@w*****************.com 1.7 6 188199 189000
Caron-Townshend Group-Morgan Stanley 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx4 acm***********@m************.com
Edward Jones - Financial Advisor: Steven J Monson, CFP® 3325 N University Ave Ste 150, Provo, UT 84604
80137xxxx3 a.j*********@e**********.com 86462 97000
Wells Fargo Advisors 1595 Sloat Blvd, San Francisco, CA 94132 41524xxxx1
Trainor, Patrick W 1775 I St NW, Washington, DC 20006
20285xxxx8 acm***********@m************.com
Public Financial Management 601 S Figueroa St, Los Angeles, CA 90017
21348xxxx5 alt******@p**.com
Jay Deane - Financial Advisor, Ameriprise Financial Services, LLC 105 Main Street, Suite 1, Bangor, ME 04401
20799xxxx7 dns*****@a***.com
5 32
Mossadeghi, Eman 1152 15th St NW, Washington, DC 20005
20265xxxx5 ale*********@m*.com
K Street Financial 2001 Pennsylvania Ave NW, Washington, DC 20006
20260xxxx2 bre**********@n*.com
RBC Wealth Management 545 Long Wharf Dr #601, New Haven, CT 06511
rbc*********@r**.com
Brock Van Selow - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx3 abc***@u**.com
Old House Investors 4645 Nannie Helen Burroughs Ave NE, Washington, DC 20019
20259xxxx6
NWF Advisory Group 11835 W Olympic Blvd Ste 1155E, Los Angeles, CA 90064
92549xxxx3 cha**@n**********.com
Morgan Stanley Wealth Management 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx0 int**********@m************.com
Blue Shield of California 50 Beale St, San Francisco, CA 94105
80039xxxx0 aab*********@b***********.com 2.5 8 1.2 800 108918 109000
UCLA Assest Management 924 Westwood Blvd, Los Angeles, CA 90024
31020xxxx4 aba****@t*************.com 41686 1501 41000
Klein, Daniel L 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx9 acm***********@m************.com
Nassir, Sharon 2029 Century Park E, Los Angeles, CA 90067
31085xxxx8 ale*********@m*.com
Envios Mi Tierra 3043 W 8th St, Los Angeles, CA 90005 21373xxxx0 2.3 3 1 1
Scallion, Kyle 1152 15th St NW, Washington, DC 20005
20265xxxx5 ale*********@m*.com
Jin, Mingxin, CFA 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx5 acm***********@m************.com
Morgan Stanley Wealth Management 1747 Pennsylvania Ave NW Ste 900, Washington, DC 20006 20233xxxx2
Joe Wu, CPA Walnut Creek, CA 94598
92577xxxx9 joe**@j*******.com 4.9 31
Walshe, Heakyoung 2049 Century Park E, Los Angeles, CA 90067
31085xxxx9 ale*********@m*.com
Bernstein Global Wealth Management 1999 Avenue Of The Stars, Los Angeles, CA 90067
31028xxxx0 csa*********@b********.com
Allied Capital Corporation 1919 Pennsylvania Ave NW, Washington, DC 20006 20233xxxx2
Paller, Cheryl 2049 Century Park E, Los Angeles, CA 90067
31078xxxx6 ban**********@e****.bankofamerica
Kim, Woong 333 S Hope St, Los Angeles, CA 90071
21323xxxx9 ale*********@m*.com
San Francisco Delayed Exchange Accommodation Company 1956 Lombard St San Francisco, CA 94123
41534xxxx6 cat**************@g****.com 256 245
ImpactAdvisor 655 Montgomery St, San Francisco, CA 94111
41542xxxx2 exx********@i************.com 5 2
Ace Parking 580 California St, San Francisco, CA 94104
41577xxxx0 abe*****@p******.com
Nahigian Harold G 3807 Wilshire Blvd, Los Angeles, CA 90010
21338xxxx8 nah********************@p******.above
Bhic 700 S Grand Ave, Los Angeles, CA 90017
21362xxxx1 e.s*****@b******.com
Investment Centers of America 3 W Rd, Hampstead, NH 03841
60348xxxx8 ada*****@i****************.com
Block Advisors 1259 Westwood Blvd, Los Angeles, CA 90024
31047xxxx5 aab***@h******.com 4.9 37 1557 363
Liberty Capitol Group - Private Wealth Management - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx3 abc***@u**.com
Sullivan Wood Capital Management 923 15th St NW, Washington, DC 20005
20277xxxx4 jsu******@s***********.com 125 125
Lynx Investment Advisory Inc 1100 Connecticut Ave NW Ste 300, Washington, DC 20036
20283xxxx0 aku***@l*************.com
The Hart Group-Morgan Stanley 1775 I St NW, Washington, DC 20006
20286xxxx0 acm***********@m************.com
Montanez, Maria 1775 I St NW, Washington, DC 20006
20285xxxx3 acm***********@m************.com
Trilogy Capital Partners 1901 Avenue Of The Stars, Los Angeles, CA 90067
31077xxxx1 inf*@a********************.com
International Fund Services LLC 1290 6th Ave, New York, NY 10104 21233xxxx0
RBC Wealth Management 25 Burlington Mall Road, Burlington, MA 01803
78127xxxx0
AlphaSimplex 200 State St, Boston, MA 02109
61747xxxx0 ach**@a***********.com
George W. Seals, Jr. - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20265xxxx7 abc***@u**.com
Continental Asset Management 2341 Richmond Hwy, Arlington, VA 22202 70341xxxx0
Brinkley, Adam J 1501 K St NW, Washington, DC 20005
20258xxxx4 abc***@u**.com
Natixis Investment Managers 888 Boylston St, Boston, MA 02199
61744xxxx0 abc*******@n******.com 5 2
Power, Terance 2049 Century Park E, Los Angeles, CA 90067
31085xxxx5 ale*********@m*.com
RJ Martin - Romar Wealth Management 600 Grand Ave Ste 301 Oakland, CA 94610
51081xxxx9 aar************@r***********.com 5 12
Brende, Richard Alan 11150 W Olympic Blvd, Los Angeles, CA 90064
31099xxxx6 ale************@a***.com 207
Retirement Income USA 800 Hingham St, Rockland, MA 02370 85576xxxx5
Council Financial & Insurance Services 425 Market St Ste 1600 San Francisco, CA 94105
92587xxxx2 her*@c***************.com 5 68 107
Clark, P Hamilton 1775 I St NW, Washington, DC 20006
20286xxxx4 acm***********@m************.com
Camden Asset Management, L.P. 2029 Century Park E Ste 2010, Los Angeles, CA 90067
31078xxxx5 aab*****@c**********.com
Morgan Stanley Wealth Management 1775 I St NW, Washington, DC 20006 20286xxxx0 int**********@m************.com
PGP Investors 10250 Constellation Blvd, Los Angeles, CA 90067
42428xxxx0 ili******@p***************.com
Haven Wealth Management One Sansome St Ste 3500 San Francisco, CA 94104
41587xxxx7 cpo*********@c****************.com
Ucb Investment Services 900 Kearny St San Francisco, CA 94133 41595xxxx8
Denley Investments 6330 Hollywood Blvd, Los Angeles, CA 90028 32346xxxx0
Big Block Investments 6631 N Figueroa St, Los Angeles, CA 90042 32325xxxx7
The Garcia Wealth Management Group - UBS Financial Services Inc. 515 S Flower St Ste 5000, Los Angeles, CA 90071
21397xxxx1 abc***@u**.com
Jmh Investment Prop 11075 S State St, Sandy, UT 84070 38527xxxx7
Frank Armstrong, CFP, AIFA 3250 Mary St Ste 207, Miami, FL 33133
30544xxxx8 aja*@i****************.com
Dafna Capital Management 10990 Wilshire Blvd, Los Angeles, CA 90024
31095xxxx0 day**@d***********.com
American Investment Advisors, Inc. 3330 University Ave # 120, Madison, WI 53705
60823xxxx0 bi**@a***.biz
David Kelso - Raymond James 1717 Pennsylvania Ave NW Ste 1050, Washington, DC 20006
20287xxxx0
PENA FAMILY LLC San Francisco, CA 94103 50555xxxx7
Rothschild Inc 10100 Santa Monica Blvd, Los Angeles, CA 90067
31043xxxx0 ais********@r**************.com
Ross Financial Group 611 Wilshire Blvd, Los Angeles, CA 90017
21362xxxx2 ala****@f*********.com
USA Investments LLC 5456 Peachtree Industrial Blvd #188, Atlanta, GA 30341
77029xxxx8 dat*****************@i****.de 1 1
Monetary Management Corporation Serving theDaly City Area
41598xxxx0 aar**@b******.com
Steen Associates 1530 Jackson St NE, Washington, DC 20017
20263xxxx4 don***@s**************.com
Fidelity Investments 6501 S Fiddlers Green Cir, Greenwood Village, CO 80111
80083xxxx5 a61****@f*******.com 4.2 26
Kinney Group The 2525 Ponce De Leon Blvd Ste 300, Coral Gables, FL 33134 78683xxxx2
The Fiscal Times 529 14th St NW Ste 952, Washington, DC 20045
20262xxxx0 ara***@t*************.com 64452
Childers, Nicholas 2049 Century Park E, Los Angeles, CA 90067
31085xxxx1 ale*********@m*.com
Yasharel, Angela 2049 Century Park E, Los Angeles, CA 90067
31078xxxx0 aar******@b************.com
Anastasia Nikolaou - Associate Manager ACD, Ameriprise Financial Services 2029 Century Park E Ste 2550, Los Angeles, CA 90067
42434xxxx6 ana***************@a***.com 192
Flex Tax and Consulting Group 1160 Battery St E, Ste 100 San Francisco, CA 94111
41586xxxx8 ale******@f******.com 4.8 53 4.8 151 1171 1100
Camras, Robert 2029 Century Park E, Los Angeles, CA 90067
42434xxxx4 ado********@a***.com
Law Offices of George A. Teitelbaum 1025 Connecticut Ave NW Ste 1012, Washington, DC 20036
20278xxxx7 geo*****@e********.net
Edward Jones - Financial Advisor: Tyler M Brough 12339 S 800 E, Draper, UT 84020
80181xxxx4 a.j*********@e**********.com 86462 97000
Charles Schwab 99 Harding Rd, San Francisco, CA 94132
41556xxxx7 aar********@s*****.com 266083 152 279000
White, Daniel 2049 Century Park, Los Angeles, CA 90067
31040xxxx7 ale*********@m*.com
Kornwasser Realty Advisors 5670 Wilshire Blvd, Los Angeles, CA 90036 32396xxxx0 der********@c***.com 4.6 31
Strategis Financial Group 2230 N University Pkwy Ste 9E, Provo, UT 84604
80137xxxx0 fli**@s********.com
Schultz Collins 455 Market St Ste 1250 San Francisco, CA 94105
41529xxxx0 bel****@s*************.com 5 1
Scalisi & Bernazzani Financial Services 1635 Irving St, San Francisco, CA 94122 41566xxxx4 5 37
Arrowstreet Capital LP 200 Clarendon St #30, Boston, MA 02116
61791xxxx0 aag*****@a*****************.com 3.4 8
Paragon Wealth Management 3651 N 100 E Ste 275, Provo, UT 84604
80137xxxx0 joh***@j**************.com
Morgan Stanley Wealth Management 1999 Avenue Of The Stars, Los Angeles, CA 90067
31078xxxx0 aal*******@m************.com 112682 3034
Warner Moore - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx7 abc***@u**.com
Ucb Investment Services 1318 Stockton St San Francisco, CA 94133 41598xxxx8
Syrinda Elizabeth Paige-Morgan Stanley 1775 I St NW, Washington, DC 20006
20286xxxx0 acm***********@m************.com
Ucb Investment Services 1066 Grant Ave San Francisco, CA 94133 41578xxxx8 a.j*********@e***********.com 3 5 7011 17 7800
RealtyMogul 10573 W Pico Blvd #603, Los Angeles, CA 90064
87797xxxx6 acc*******@r**********.com 3.4 56 44435 45000
Amster, Lisa 1999 Avenue Of The Stars, Los Angeles, CA 90067
31078xxxx1 acm***********@m************.com
Global Academy Online, Inc 1776 I St NW Fl 9, Washington, DC 20006
20282xxxx6 arg******@p********.com
Main Street Financial Solutions 4750 41st St NW, Washington, DC 20016
60973xxxx2 aez***@m***********.com
Stanton, Edwin L 10960 Wilshire Blvd, Los Angeles, CA 90024
31044xxxx4 acm***********@m************.com
Aminoff & Co. 1800 Avenue Of The Stars Ste 1420, Los Angeles, CA 90067 31020xxxx0
Rabican Companies 51 Elliott St, Danvers, MA 01923
97877xxxx9 d-j***@r******.com 3.3
Gold, Adam 2029 Century Park E, Los Angeles, CA 90067
31077xxxx8 ale*********@m*.com
Sterling Bank & Trust 115 San Francisco, CA 94127
41568xxxx3 agl****@s***********.com 3.7 3
Michelle Mancari Rosenberg - Financial Advisor, Ameriprise Financial Services 1220 19th St NW Ste 205, Washington, DC 20036
20229xxxx7 dns*****@a***.com
Najera, Christian 333 S Hope St, Los Angeles, CA 90071
21323xxxx6 ale*********@m*.com
Raymond James 3688 E Campus Dr Ste 180, Eagle Mountain, UT 84005
80178xxxx0
Salley-Gudaitis, Nanette 333 S Hope St, Los Angeles, CA 90071
21386xxxx4 ban**********@e****.bankofamerica
Vassiliou, George 1152 15th St NW, Washington, DC 20005
20265xxxx8 ale*********@m*.com
SV Investment Partners, LLC 1700 E Putnam Ave, Old Greenwich, CT 06870
21273xxxx0 aka**@s***.com
Peter Thomas Buzzini, CEPA - UBS Financial Services Inc. 1 Merchants Plz Fl 3, Bangor, ME 04401
20726xxxx2 abc***@u**.com
3 13
Thomason, Robert 1999 Avenue Of The Stars, Los Angeles, CA 90067
31078xxxx8 acm***********@m************.com
Edward Jones - Financial Advisor: Jason Cann 12339 S 800 E Ste 3, Draper, UT 84020 80181xxxx4
Height Analytics 975 F St NW, Washington, DC 20004
20239xxxx1 a.d****@h********.com
Massey Jackson Partners - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx1 abc***@u**.com
P Gaither, Justin 1152 15th St NW, Washington, DC 20005
20265xxxx0 ale*********@m*.com
Narasaki, Ryan, AGT 12400 Wilshire Blvd, Los Angeles, CA 90025
31049xxxx0 can***********@a***.com
The Sexton Group-Morgan Stanley 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx5 acm***********@m************.com
JWF Advisors 1725 I St NW, Washington, DC 20006 20234xxxx0
Black Knight Asset Management 1225 I St NW Ste 100, Washington, DC 20005 20296xxxx5
Government Securities Research 6380 31st Pl NW, Washington, DC 20015 20253xxxx0
Putnam Investments 100 Federal St, Boston, MA 02110
61729xxxx0 a.h****@p*****.com 3.9 8 15816 431
Intrepid Investment Bankers 11755 Wilshire Blvd Ste 2200, Los Angeles, CA 90025
31047xxxx0 aab********@i*********.com 89 2 93
Chiu, Billy 350 S Grand Ave, Los Angeles, CA 90071
21378xxxx0 ale*********@m*.com
Groupex Financial Corp 7202 S Broadway, Los Angeles, CA 90003 32375xxxx7
Fidelity Investments 9185 Westview Rd, Lone Tree, CO 80124
80077xxxx8 a61****@f*******.com 3.5 17 325184 346000
Meritage Portfolio Management 7500 College Blvd # 1212, Overland Park, KS 66210
91334xxxx0 akj******@m****************.com 5.02
Boston Family Office 88 Broad St 2nd Floor, Boston, MA 02110
61762xxxx0 ben******@b*****.com 5 1
Wells Fargo Advisors 1350 New York Ave NW, Washington, DC 20005 20271xxxx7
Pacific Precious Metals 302 Caledonia St Ste 3 Sausalito, CA 94965
62821xxxx5 chr******@p********************.com 5 44
Citibank 245 Market St, San Francisco, CA 94105
41581xxxx9 abb**********@c***.com 4.3 25 2.5 18 154291 1843 11
Nikolaou, Anastasia, CFP 2029 Century Park E, Los Angeles, CA 90067
42434xxxx6 ana***************@a***.com
Opm 1331 N Lynnbrook Dr, Arlington, VA 22201
70356xxxx8 aar*********@o**.gov
Credit Sulsse Group 1201 F St NW Ste 900, Washington, DC 20004
20262xxxx0 aar*************@c***********.com 158810 163000
International Assets Advisory, LLC 390 N Orange Ave #750, Orlando, FL 32801
40725xxxx0 aar****@i***.com 3.7 3
American Fortress Wealth Management 6080 Center Dr 6th Fl, Los Angeles, CA 90045
80090xxxx6
Washington, DC Office - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx0 abc***@u**.com
Selected Funds Selected Funds 30 Dan Rd, Canton, MA 02021
80024xxxx5 sli****************@d****.com 5
Plan 202 580 California St San Francisco, CA 94104 41593xxxx9 5 1
Telepathy 2954 Macomb St NW, Washington, DC 20008
20223xxxx0 adm**@t********.com
Sanborn Capital 10956 Weyburn Ave, Los Angeles, CA 90024 31082xxxx5
DC Financial 948 Eastern Ave NE, Washington, DC 20019
20252xxxx5 a.-***********@n*****************.com 107203 16145 108000
Investment Management Consulting Group the-Investment Policy Adv 299 Arguello Blvd San Francisco, CA 94118
41575xxxx0 aad********@s****************.com 2985 27 3500
Coombe, Matthew 350 S Grand Ave, Los Angeles, CA 90071
21378xxxx8 aas***********@m*.com
Daniel J. Shannahan - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20265xxxx5 abc***@u**.com
McKay, Hanley, Francis & Wright - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20294xxxx0 abc***@u**.com
Jeff Stoffer - Terra Blue Wealth Management 3030 Bridgeway, San Francisco, CA 94965
41572xxxx7 hel**@t**********.com 5 5
Echo Investment Capital 120 Robert S Kerr Ave Ste 701, Oklahoma City, OK 73102
40575xxxx2 4.311
Wells Fargo Advisors 145 W Portal Ave, San Francisco, CA 94127 41539xxxx6
Liberty Capitol Group - Institutional Consulting - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx8 abc***@u**.com
Charles Schwab 200 California St Fl 01 San Francisco, CA 94111
41526xxxx6 app*******************@s*****.com 2.3 20
San Francisco Broker’s Club 3145 Geary Blvd Ste 707 San Francisco, CA 94118
41581xxxx3 ste****@s************.com 5 4
Piper Jaffray 633 5th Ave San Francisco, CA 94118 21368xxxx3
Whiteswan Trading 447 Sutter St Ste 405 San Francisco, CA 94108
83348xxxx2 dat*****************@i****.de
Go Financial Service 510 S Spring St, Los Angeles, CA 90013
32332xxxx9 aad************@g****.com 8492 53
Wells Fargo Advisors 725 Irving St, San Francisco, CA 94122 41539xxxx4
The Hilltop Group-Morgan Stanley 1747 Pennsylvania Ave NW, Washington, DC 20006
20229xxxx6 acm***********@m************.com
Wells Fargo Advisors 433 NW 42nd Ave, Miami, FL 33126 30564xxxx1
Washington Assets Advisor 2107 Wilson Blvd, Arlington, VA 22201 70377xxxx1
Wicker MasterCard adviser San Francisco, CA 94114 45898xxxx4
National Association of Investment Companies 1300 Pennsylvania Avenue NW STE 700, Washington, DC 20005
20220xxxx1 ahu****@n*****.com 5.01
Bobroff, Ariel 2049 Century Park E, Los Angeles, CA 90067
31085xxxx0 ale*********@m*.com
Asenti Diligence Partners 1101 Wilson Blvd, Arlington, VA 22209
70387xxxx1 aw@a*************.com
DLA 7300 W 110th St, Overland Park, KS 66210
91348xxxx8 dan@d******.com
Stillwater Investing 14 State St, Bangor, ME 04401
20796xxxx9 inf*@s******************.com 6 259 16 293
Thrift Investment Service 655 Montgomery St Ste 800 San Francisco, CA 94111 41539xxxx0
TD Ameritrade 1599 Lake Robbins Dr Suite B-150, The Woodlands, TX 77380
28146xxxx0 aam***********@t***********.com 3 20 392796 400000
Razeggi, Troy 2029 Century Park E, Los Angeles, CA 90067
31042xxxx8 ale*********@m*.com
Washington Capital Management 4420 Fairfax Dr, Arlington, VA 22203 57148xxxx2
Investors Financial International 2020 Pennsylvania Ave NW, Washington, DC 20006 20245xxxx1
Franco, Matthew 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx5 ale*********@m*.com
Palmer, Daniel 333 S Hope St, Los Angeles, CA 90071
21386xxxx8 ban**********@e****.bankofamerica
Saltzman, Mathew 2049 Century Park E, Los Angeles, CA 90067
31085xxxx2 ale*********@m*.com
Brenes, Balfoure 2049 Century Park E, Los Angeles, CA 90067
31085xxxx8 ale*********@m*.com
Citibank 4455 Geary Blvd, San Francisco, CA 94118
41564xxxx9 abb**********@c***.com 2 17 2.8 18
Commonwealth Financial Network 23 Water St Ste 306, Bangor, ME 04401
20794xxxx0 ron**@c*****************.com 2457 2600
Moore, Warner 1501 K St NW, Washington, DC 20005
20258xxxx7 abc***@u**.com
DCB Insurance Marketing & FNNCL 6733 S Sepulveda Blvd, Los Angeles, CA 90045 31021xxxx2
Morgan Stanley Wealth Management 1850 K St NW Ste 900, Washington, DC 20006 20285xxxx4
The Pennington Group 900 17th St NW Ste 603, Washington, DC 20006
20289xxxx5 a.m******@r**.rockco
Loyalty Investment Services, Inc 209 W Central St #207, Natick, MA 01760
50865xxxx5 ddi***@i************.com 5
Money Block World Wide 650 S Spring St, Los Angeles, CA 90014 21322xxxx3
Enterprise Efficiency Solutions 10940 Wilshire Blvd, Los Angeles, CA 90024 31044xxxx5
Western Consolidated 350 S Grand Ave, Los Angeles, CA 90071
21362xxxx5
Baghramian, Michael 444 S Flower St, Los Angeles, CA 90071
56290xxxx0 acm***********@m************.com
Lee, Michelle 2049 Century Park E, Los Angeles, CA 90067
31085xxxx6 ale*********@m*.com
Marshall & Stevens, Inc 355 S Grand Ave Ste 1750, Los Angeles, CA 90071 21361xxxx0
NNC Sycamore Villas 1321 N Sycamore Ave, Los Angeles, CA 90028 32346xxxx3 5 1
Wedbush Morgan Securities Inc 1000 Wilshire Blvd Ste 800, Los Angeles, CA 90017
21368xxxx0 a.c**@w******.com 2.9 14 4508 289 4500
Minkoff & Associates - Ameriprise Financial Services 432 Clay St San Francisco, CA 94111
41539xxxx0 dns*****@a***.com 5 6
Tally, Layne, CFP 2049 Century Park E, Los Angeles, CA 90067
31065xxxx2 ale*********@m*.com
Cowles, Douglas 333 S Hope St, Los Angeles, CA 90071
21378xxxx3 ale*********@m*.com
Bonvechio, Brian 350 S Grand Ave, Los Angeles, CA 90071
21323xxxx2 ale*********@m*.com
Spring, Matthew 2049 Century Park E, Los Angeles, CA 90067
31077xxxx1 ale*********@m*.com
Citibank 845 Grant Ave, San Francisco, CA 94108
41581xxxx7 abb**********@c***.com 2.3 10 154190 1818 11
Sterling Bank & Trust 4627 Mission St San Francisco, CA 94112
41545xxxx0 abc***@s***********.com 1 4 307
Bel Air Investment Advisors 1999 Avenue Of The Stars Ste 2800, Los Angeles, CA 90067
31022xxxx0 abh*****@b*********.com
Northwestern Mutual Financial Network 600 Montgomery St Ste 1600 San Francisco, CA 94111
41573xxxx5 ann********@n*.com 1.8 18
Zafari, Reza 2049 Century Park E, Los Angeles, CA 90067
31040xxxx3 ale*********@m*.com
Potomac Wealth Management 888 16th St NW, Washington, DC 20006
20258xxxx8 inf*@p*************************.com
KHAMIS INVESTMENT 1525 N Detroit St, Los Angeles, CA 90046 42427xxxx8
Laurel Properties 3541 Sacramento St, San Francisco, CA 94118 41592xxxx8 3.4 42
Raftelis Financial Consultants 445 S Figueroa St, Los Angeles, CA 90071
70437xxxx9 abo**@r*******.com 459 5
Surety Investment Services 4520 Wilshire Blvd.,#201, Los Angeles, CA 90010
32393xxxx0 car******@p************.com
Post Street San Francisco 225 Post St, San Francisco, CA 94108
41539xxxx0 bar**********@b*******.com
Cowles, Douglas 350 S Grand Ave, Los Angeles, CA 90071
21378xxxx3 ale*********@m*.com
Fulcrum Financial Inquiry 707 Wilshire Blvd, Los Angeles, CA 90017
21378xxxx0 cky**@f******.com
Fisher Investments 6500 International Pkwy, Plano, TX 75093
88882xxxx6 aa@f****************.com 2.6 20 161083 608 158000
Barclays Investment Bank 745 7th Ave, New York, NY 10020
21252xxxx0 adr*********@b*******.com 3.2 60
Chester W A 3400 Benning Rd NE, Washington, DC 20019
20239xxxx0 aco*****@w********.com 3.2 6 149 160
First Stage Investments 6601 Center Dr W Ste 500, Los Angeles, CA 90045 31034xxxx6
Chu, Jenny 2029 Century Park E, Los Angeles, CA 90067
31077xxxx7 ale*********@m*.com
Kroll Inc 660 S Figueroa St, Los Angeles, CA 90017
21344xxxx0 aal*****@k****.com 2738
Four Directions Development Corporation 20 Godfrey Dr, Orono, ME 04473
20786xxxx5 ada**@f******************.org
4 5
Killea Cfa, Suzanne 2049 Century Park E, Los Angeles, CA 90067
65047xxxx2 ale*********@m*.com
John A. Aras - UBS Financial Services Inc. 1501 K St NW Ste 1100, Washington, DC 20005
20258xxxx2 abc***@u**.com
Mercer Advisors 100 Pringle Ave Ste 320 Walnut Creek, CA 94596
65057xxxx8 aar********@m*************.com 2.3 3 4.4 77
Young, David 2049 Century Park E, Los Angeles, CA 90067
31085xxxx4 ale*********@m*.com
Austin Financial Services 11111 Santa Monica Blvd Ste 900, Los Angeles, CA 90025
31044xxxx9 ahm**@a**************.com
Marcus Leung- MassMutual 101 Montgomery St Ste 600 San Francisco, CA 94104
41574xxxx1 aan******@f*************.com 5 1
Frango Financial 4545 42nd St NW, Washington, DC 20016
20224xxxx0 fra*@f**************.com
Wells Fargo Advisors 10601 NW 41st St, Doral, FL 33178 30559xxxx8
Vmi Russell Building 4600 Cherry Hill Rd, Arlington, VA 22207 70352xxxx0
Wetmore, Paul 333 S Hope St, Los Angeles, CA 90071
21323xxxx4 ale*********@m*.com
Neil Griffith - MassMutual San Francisco, CA 94112 41574xxxx9 5 1
Mapleton Investments 10900 Wilshire Blvd Ste 1500, Los Angeles, CA 90024 31020xxxx0
Schusterman Gershon 7250 Beverly Blvd, Los Angeles, CA 90036 32363xxxx0
Weinberger Asset Management 11661 San Vicente Blvd Ste 820, Los Angeles, CA 90049 31044xxxx2
FFS of Arlington 942 S George Mason Dr, Arlington, VA 22204 57197xxxx1
Sterling Bank & Trust 2501 Irving San Francisco, CA 94122
41573xxxx6 agl****@s***********.com 1.3 4
John Finlayson Holmgren - Private Wealth Advisor, Ameriprise Financial Services 11681 S 700 E Ste 100, Draper, UT 84020
80167xxxx0 dns*****@a***.com 71 72
Catlin, Michaela 2049 Century Park E, Los Angeles, CA 90067
31085xxxx2 ale*********@m*.com
Ameriprise Financial 4000 Ponce De Leon Blvd Ste 470, Coral Gables, FL 33146 30544xxxx7
Berwick Enterprises 167 Anzavista Ave San Francisco, CA 94115 41567xxxx1
Charles Schwab 106 W Portal Ave, San Francisco, CA 94127
41524xxxx2 jan*****@s*****.com 4.2 14 2.1 14
Gregory Planck - Financial Advisor, Ameriprise Financial Services 300 Sevilla Ave Ste 208, Coral Gables, FL 33134
30539xxxx8 dns*****@a***.com 208 205
Cla 1925 Century Park E, Los Angeles, CA 90067
31027xxxx1 ac@n***.com
Securities America Inc 790 Turnpike St, North Andover, MA 01845 97868xxxx7
Atlantis Capital Financial 523 W 6th St, Los Angeles, CA 90014
21368xxxx1 abu********@u**********.org 59513
Sterling Bank & Trust 2100 Market St, San Francisco, CA 94114
41543xxxx0 agl****@s***********.com 2 11 308
Yamani World Holdings 1618 Sullivan Ave Daly City, CA 94015
84440xxxx7
Marquette Financial Services 5670 Wilshire Blvd, Los Angeles, CA 90036 32330xxxx3