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

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews	Bing	Bing Reviews
Alpha Solutions Investment Advisors	90 New Montgomery St, San Francisco, CA 94105	41588xxxx8	ant**@a********.com
Brio Financial Group-Ameriprise Financial Services Inc	19 Sutter St, San Francisco, CA 94104	41562xxxx0	dns***@a*.com
BookkeeperZoo	1 Embarcadero Ctr Ste 500, San Francisco, CA 94111	77524xxxx7
George K Baum & Company	1 Market St, San Francisco, CA 94105	41553xxxx7
Taxplus Financial Services	315 Noe St, San Francisco, CA 94114	41543xxxx0	inf@t**************.com
Horowitz Associates	44 Montgomery St, San Francisco, CA 94104	41526xxxx4
Hanmi Bank	1469 Webster St, San Francisco, CA 94115	41574xxxx0	aar****@h**.com
Kenny Heller	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx3	adm*****@c***.com			5	91			107348	16227	108000
David Tan - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx3	dav******@a*.com
Paul Kromhout, CFP - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx1	abb*******@u.com
Art of Trade Merchant Services	254 Ivy St, San Francisco, CA 94102	41574xxxx6	sam********@a*********.com
Private Financial Services	345 California St, San Francisco, CA 94104	41598xxxx0
H.G. Capital, Inc.	22 Battery St Ste 806, San Francisco, CA 94111	41598xxxx4
Zeimer’s Advertising Shoppe	28 Marinero Cir Ste 30 Tiburon, CA 94920	41524xxxx2	abb********@z***.com			5	22
Cerebellum Capital Inc	425 California St Ste 1010, San Francisco, CA 94104	41536xxxx0
Ronald K Hedrick Cfp	870 Market St, San Francisco, CA 94102	41539xxxx9
U.S. Bank	350 California St, San Francisco, CA 94104	41563xxxx1	aar**********@u***.com
Crowe LLP	575 Market St Ste 3300, San Francisco, CA 94105	41557xxxx0	a.j********@c**.com	5	3
Oanda Corporation	185 Berry St, San Francisco, CA 94107	41569xxxx0	aal**@o**.com
Merrill Lynch Wealth Management	600 California St Fl 7, San Francisco, CA 94108	41595xxxx0
Intellectus Ventures	1050 Battery St, San Francisco, CA 94111	41579xxxx0	inf@i*******.us
Wells Fargo Bank	725 Irving St, San Francisco, CA 94122	41539xxxx4	aar********@w*******.com	4.3	8	2.9	38			153567		11
Fog City Tax Prep	717 Page St, San Francisco, CA 94117	41569xxxx6		3.7	3
Presidio Capital Advisors	101 California St Ste 2710, San Francisco, CA 94111	41544xxxx0	jam@k*************.com					3.3	6	330		348
First Republic Bank	3533 California St, San Francisco, CA 94118	41583xxxx8	aac********@f**********.com	3.9	7	4	24			89729	259
Sky Holding Co	559 Pacific Ave, San Francisco, CA 94133	41565xxxx0	ael**@s*******.aero
Joaquin Horton - Raymond James	575 Market St Ste 3900, San Francisco, CA 94105	41553xxxx0	aar**********@r*********.com							17415		18000
Charles Schwab Corporation	211 Main St, San Francisco, CA 94105	41566xxxx0	aar******@s***.com	3.2	17					265066	139
Credo Wealth Management	1160 Battery St E Ste 100 San Francisco, CA 94111	41536xxxx0	cou*********@c****.com
Comerica Bank	1 Embarcadero Ctr St Level San Francisco, CA 94111	41595xxxx0	aam*****@c*****.com			1.8	38			13166	1091	14000
MoneyMinder LLC	3450 Sacramento St Ste 433, San Francisco, CA 94118	80072xxxx0
Guaranteed Rate	636 4th St, San Francisco, CA 94107	41569xxxx0	ada*****@r*.com			4.1	52
Vivid Payments	456 Montgomery St, San Francisco, CA 94104	41596xxxx1	der@h*******.com					5	5	290	8	300
North Capital, Inc.	315 Montgomery St Ste 900, San Francisco, CA 94104	41531xxxx6	aj@n***********.com
Chase Bank	188 Spear St Ste 190, San Francisco, CA 94105	41526xxxx2	abc*****@c**.com
My Online Bookkeeper	100 Pine St Ste 1250 San Francisco, CA 94111	41572xxxx0	hel@l******.com			4.7	30					1
Miranda & Associates	233 East Harris Ave South San Francisco, CA 94080	65027xxxx7	inf@m***************.org	3.4	11	3.9	44
Venture Science	75 Broadway Ste 202, San Francisco, CA 94111	65053xxxx0	gsm***@v************.com
Capital Access Group Inc.	150 California St Ste 250, San Francisco, CA 94111	41521xxxx0	ser****@c**********.com
Infinity Financial Services	212 9th St Ste 202 Oakland, CA 94607	51058xxxx0	bch@m*********.com	2.8	4	3.3	10
Jefferies	101 California St, San Francisco, CA 94111	41522xxxx0	aai*****@j******.com							1766		2000
Parallel Advisors	150 Spear St Ste 950, San Francisco, CA 94105	86662xxxx4	adu@p*************.com
FundingByRicky.com	877 Laguna St, San Francisco, CA 94102	41534xxxx3											5	2
Primerica	870 Market St Ste 656, San Francisco, CA 94102	80038xxxx9	bri********@p******.com		2					147372	4028
Raymond James Financial Services	601 Montgomery St, San Francisco, CA 94111	41521xxxx4
Dreamline Coach	110 Pacific Ave Ste 190 San Francisco, CA 94111	41575xxxx7
Bizvisory & Wellness	388 Market St San Francisco, CA 94111	41585xxxx7	046***********************************@w***************.com	5	3	5	4
Creditbooster	655 Montgomery St Ste 540, San Francisco, CA 94111	40470xxxx0
Wells Fargo Bank	2020 Market St, San Francisco, CA 94114	41586xxxx6	aar********@w*******.com	3	8	2.7	27			153852		11
Ron Mendoza at Guaranteed Rate (NMLS #943762)	41 Freelon St, San Francisco, CA 94107	41535xxxx1
First Republic Bank	1088 Stockton St, San Francisco, CA 94108	41583xxxx8	aa@f************.com			4	15
MMA Financial	44 Montgomery St, San Francisco, CA 94104	41567xxxx0
Human Interest	655 Montgomery St, Ste 1800 San Francisco, CA 94111	85562xxxx4	aar@h**********.com			1.4	41			9901	50	10000
J P Morgan Chase	600 Montgomery St, San Francisco, CA 94111	41578xxxx3
The Money Store	1101 Marina Village Pkwy Alameda, CA 94501	51081xxxx5	aar*****@t**********.com
Applied Financial Technology	160 Sansome St Ste 1200 San Francisco, CA 94104	41598xxxx0
Alexandra Moari	2027 Van Ness Ave, San Francisco, CA 94109	41563xxxx2	inf@a********************.com			4.6	142
KKR Financial Advisors	555 California St Ste 5000, San Francisco, CA 94104	41531xxxx0	aar*****@u.com							229164		242000
Rhs Financial	201 Mission St Ste 1875, San Francisco, CA 94105	41549xxxx0	ale@r**********.com
Chase	1655 3rd St, San Francisco, CA 94158	41522xxxx0	a.b@c****.com
Keith Larkin, Robertson Stephens	455 Market St Ste 1600, San Francisco, CA 94105	41550xxxx0	abl@r******.com							999	8
Aaron Weisinger - PNC Mortgage Loan Officer (NMLS #448645)	201 Mission St, San Francisco, CA 94105	41554xxxx0	aar****@p.com
Rachel Bernstein at Guaranteed Rate (NMLS #306889)	41 Freelon St, San Francisco, CA 94107	41533xxxx9
Bob Marshall - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx6	bob*******@r.com
Cantor Fitzgerald & Co	345 California St, San Francisco, CA 94104	41559xxxx1	aad****@c***.com							3380	22	3400
Gordon Mak - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx9	and**********@a*.com									84
Carlyle Financial	One Market Plz Spear Tower, Ste 3600 San Francisco, CA 94105	41581xxxx1	app@c***************.com			5	6			935	127
Financial Technology Partners	601 California St Ste 980 San Francisco, CA 94108	41551xxxx0
Strada Investment Group	101 Mission St, San Francisco, CA 94105	41597xxxx9	cli*@f**.com
Menke & Associates	255 California St Fl 10, San Francisco, CA 94111	41536xxxx0	aca*@m**.com
Young, Constance, AGT	353 Sacramento St, San Francisco, CA 94111	41528xxxx0	ame****************@a*.com							132834
Patelco Credit Union	1405 Noriega St, San Francisco, CA 94122	80035xxxx8	aab**@p****.org	3.7	17	3.8	65			34555	705	34000
Plum Lending	445 Bush St Ste 500, San Francisco, CA 94108	41523xxxx0	aja@p*********.com
Meagan Brown Investmt Rep	4190 24th St, San Francisco, CA 94114	41528xxxx9
Al Zeidler Insurance Agency	18 Bartol St Ste 1036 San Francisco, CA 94133	41589xxxx6	al@z***************.com			1	1
First American Title Company	1 Embarcadero Ctr Ste 1150 San Francisco, CA 94111	41577xxxx8	aar*@f****.com	4.5	15	4.2	19
Wells Fargo Bank	4648 Mission St San Francisco, CA 94112	41539xxxx1	aar********@w*******.com			2	36
Ed Hidalgo - State Farm Insurance Agent	4201 California St, San Francisco, CA 94118	41568xxxx1		5	80	5	19
Kabbage	San Francisco, CA 94111	88844xxxx6	a@k******.com			1.2	41
Raymond James Financial Services	301 Clay St, San Francisco, CA 94111	41561xxxx5
Duler & Company	735 Montgomery St Ste 400 San Francisco, CA 94111	41556xxxx9	dom********@a.com
Harrison Benavente Tax Service	5240 Mission St, San Francisco, CA 94112	41558xxxx3											5	2
Lula Financial	95 3rd St, Fl 2 San Francisco, CA 94103	71474xxxx0				4.9	38
Renew Financial	555 12th St Ste 1650 Oakland, CA 94607	84473xxxx4	aab@r***********.com			1.9	33
Albertolle Stephen J CPA	123 Mission St Ste 18, San Francisco, CA 94105	41598xxxx6
Minkoff Wealth Partners-Ameriprise Financial Services	432 Clay St, San Francisco, CA 94111	41539xxxx0	bri*********@a*.com
Marshall Wealth Management Group	345 California St, San Francisco, CA 94104	41521xxxx5	bob*******@r.com
Ashfield Capital Partners	801 Montgomery St, San Francisco, CA 94133	41539xxxx7	epu**@a*****.com
Pillar6 Advisors	735 Montgomery St Ste 250 San Francisco, CA 94111	87774xxxx6	bi@p****.com
Stallcup & Associates	2595 Mission St Ste 300 San Francisco, CA 94110	41550xxxx3	inf@s**********.com			4.4	28
Au, Andrew	870 Market St, San Francisco, CA 94102	41595xxxx3
Lazard Asset Management	4 Embarcadero Ctr 24th Fl, San Francisco, CA 94111	41562xxxx0	abd**************@l***.com
Morling & Co	44 Montgomery St Ste 1900, San Francisco, CA 94104	41595xxxx0	avr******@m****.com
GEICO Insurance	San Francisco, CA 94103	80094xxxx6	abl*****@g**.com			1.4	434
PNC Private Bank	201 Mission St, San Francisco, CA 94105	88876xxxx6	aar****@p.com
Wayne Hill	1 Front St 10th Fl, San Francisco, CA 94111	41524xxxx5	acc**********@f**********.com
Wells Fargo Advisors	1900 Union St, San Francisco, CA 94123	41539xxxx0
First American Title Company	10 S Knoll Rd Ste 2 Mill Valley, CA 94941	41538xxxx3	aar*@f****.com			4	4
Loring Ward	742 Filbert St, San Francisco, CA 94133	41578xxxx5	aca***@l*******.com
Jackson Street Advisors	2210 Jackson St, San Francisco, CA 94115	41544xxxx0	abr*@c***.org
Huckleberry	San Francisco, CA 94107	85525xxxx5	ati*@h********.com			2.3	9
East West Bank	2219 Irving St, San Francisco, CA 94122	41556xxxx0	a.j*******@e*********.com			2.4	20
Sterling Bank & Trust	2045 Van Ness Ave, San Francisco, CA 94109	41567xxxx0	agl**@s*********.com			4	9
Equilibrium Capital Group	555 Clay St, San Francisco, CA 94111	41539xxxx1	ala****@b**************.com
Providian Financial Corporation	201 Mission St, San Francisco, CA 94105	41554xxxx4
Jamie Myers - Travis Credit Union	Alameda, CA 94501	51063xxxx6	aac******@g****.com			5	95
JP Morgan Chase	1 Sansome St, San Francisco, CA 94104	41539xxxx9
San Francisco Federal Credit Union	4375 Geary Blvd, San Francisco, CA 94118	41577xxxx7	adu*************@s************.com	4.4	73	4.1	90
Bachecki Crom & Company	400 Oyster Point Blvd Ste 106 South San Francisco, CA 94080	41539xxxx4	ade@b*******.com			5	2					28
Provident Credit Union	209 Broadway Ave Millbrae, CA 94030	65025xxxx2	aal*****@p********.org	4.2	17	4.5	80
Charles Raven Capital	650 California St, San Francisco, CA 94108	41539xxxx8	aar**@f*********.com
All About Your Taxes	358 El Camino Real, San Bruno, CA 94066	65041xxxx2	akr@a**************.com	5	2	4.9	153
Clean Power Finance Inc	161 Erie St, San Francisco, CA 94103	41521xxxx0	fir*****@c****.com
Durrani Wang Wealth Partners	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx0	asi***@r***.com
CEO Services	San Francisco, CA 94414	41572xxxx8	bar@c***********.com
Fidelity Investments	8 Montgomery St, San Francisco, CA 94104	80046xxxx0	a61**@f*****.com	3.3	21	1.6	160			318766
Thomas Mensendiek	San Francisco, CA 94107	41586xxxx7
Brightman James M CPA	90 New Montgomery St, San Francisco, CA 94105	41522xxxx1
Silent Partner	92 Natoma St Ste 210, San Francisco, CA 94105	41522xxxx3
Cardinal Point Capital	235 Pine St Ste 1250, San Francisco, CA 94104	41542xxxx1	re@c*******************.com
Abbas Khoshnevissan	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx0	abc**@r***.com
Im & Associates Accountancy Corp	1770 Post St Ste 235 San Francisco, CA 94115	41520xxxx2	ima**********@s******.net			5	1
Evans Jasper Partners - UBS Financial Services Inc.	555 California St 32nd Fl, San Francisco, CA 94104	41557xxxx9	abc*@u.com
Jason M. Tom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	wms********@r.com							12806
Portsmouth Financial Services	625 Market St Ste 700, San Francisco, CA 94105	41554xxxx0	bjo***@p****************.com
Cccs	595 Market St, San Francisco, CA 94105	70752xxxx1	ake***@c***.org
BayPoint Benefits	1700 Montgomery St Ste 240 San Francisco, CA 94111	41552xxxx0	myd*@1.com			4.4	14
Linda Campbell, CFA - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx3	abc*@u.com
Mosaic	601 12th St, Ste 325 Oakland, CA 94607	85574xxxx1	a.p@j*********.com			2.2	195
John Magadini - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx3	dns***@a*.com							350	3	350
Sutton Phyllis R	1388 Sutter St, San Francisco, CA 94109	41577xxxx0	bar************@r**.com
Catapult Advisors	135 Main St, San Francisco, CA 94105	41559xxxx0	bne**@c*************.com
Robert W Baird & Co	555 California St Fl 49, San Francisco, CA 94104	41598xxxx2	aac***@r****.com
Sway Ventures	325 Pacific Ave, San Francisco, CA 94111	41596xxxx2	alb*@s***.com	3.7	3										5	156
Quality Planning Corporation	595 Market St, San Francisco, CA 94105	41536xxxx7	dco****@q************.com
San Francisco Federal Credit Union	770 Golden Gate Ave, San Francisco, CA 94102	41577xxxx7	con***@s************.com	4.3	454	4.3	502			9797	363	9700
1st United Credit Union	2680 5th St Ste A Alameda, CA 94501	80064xxxx3	abe****@1********.org	2.8	16	4	47
U.S. Bank	3473 California St, San Francisco, CA 94118	41537xxxx0	aar**********@u***.com							344622	4337
Penson Financial Services	44 Montgomery St, San Francisco, CA 94104	41579xxxx0
Wells Fargo Advisors	4045 24th St, San Francisco, CA 94114	41555xxxx8
Simon Equity Partners	4 Embarcadero Ctr Ste 2000, San Francisco, CA 94111	41576xxxx0	hen*****@s********.com
Citco Fund Services (San Francisco), Inc.	560 Mission St, San Francisco, CA 94105	41522xxxx0	aac***@c**.com
Credit Eureka	101 Mississippi St., San Francisco, CA 94107	41599xxxx5	ale@c**********.com
Alpha Omega Financial Systems, Inc.	44 Montgomery St Ste 810, San Francisco, CA 94104	41529xxxx4
Mission Wealth	1 Sansome St Ste 3500, San Francisco, CA 94104	41541xxxx0	ach**@m**********.com
Whitehall-Parker Securities	477 Pacific Ave Fl 2, San Francisco, CA 94133	41542xxxx5	aav*******@n*.com
Golden State Renaissance Vntrs	1 California St Ste 2708, San Francisco, CA 94111	41598xxxx8
Merrill Lynch Wealth Management	555 California St 9th Fl, San Francisco, CA 94104	41567xxxx0	ale********@m.com	2.3	3
Computershare	655 Montgomery St, San Francisco, CA 94111	41567xxxx0				1.1	8
Fillmore Capital Partners	4 Embarcadero Ctr Ste 710, San Francisco, CA 94111	41583xxxx7	abi**@f********.com
JP Morgan Chase	353 Sacramento St, San Francisco, CA 94111	41595xxxx1
Madriaga & Associates, CPA’s	311 Oak St Ste 101 Oakland, CA 94607	51065xxxx5				4.5	14
Pier 88 Investment Partners	230 California St, San Francisco, CA 94111	41581xxxx0	cha*@k****.com
The Police Credit Union	2400 Irving St, San Francisco, CA 94122	80022xxxx1	aar@t********.org	4.6	17	3.5	84			1946
Chess Ventures	600 Montgomery St Fl 43, San Francisco, CA 94111	41531xxxx0	86e***********************************@w***************.com
Chase Bank	3998 24th St, San Francisco, CA 94114	41528xxxx0	dom*************@j*****.com	3.3	22						16
SF Fire Credit Union	3201 California St, San Francisco, CA 94118	41567xxxx0	aay*@s*****.org	3.7	95	3.6	354			1403	525
Sindeo	1 Union St Ste 210, San Francisco, CA 94111	85574xxxx1
BillForward	1355 Market St, San Francisco, CA 94103	40883xxxx1	e@b**********.net
Row William	44 Montgomery St Ste 4210, San Francisco, CA 94104	41578xxxx7	dns***@a*.com
Crystal Assets Mgmt	2565 3rd St, San Francisco, CA 94107	41564xxxx0
Marin Tax CPA	1680 Tiburon Blvd Ste 10 Tiburon, CA 94920	41559xxxx1	mar**********@r**************.com			5	6
iCapRate	555 California Street, 49th Floor, San Francisco, CA 94104	41565xxxx1	dte**@i*****.com
Raymond James	2435 Divisadero St, San Francisco, CA 94115	41534xxxx4			7
Leif Technologies, Inc.	655 Montgomery St., San Francisco, CA 94111	41587xxxx0	abi**@l*.org
First Capital Group Inc.	3230 Scott St, San Francisco, CA 94123	41557xxxx5	all@f********.com	5	1								5	1
Chase Bank	401 California St, San Francisco, CA 94104	41578xxxx7	acc********@c**.com			3.7	26
Victor Villagracia, CIMA, CRPS - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx3	abc*@u.com
On Time Tech	182 Howard St, Ste 108 San Francisco, CA 94105	41529xxxx0	and*@o*******.com			4.9	14					160
Mike Koran - Primary Residential Mortgage	1746 18th St, San Francisco, CA 94107	51098xxxx8	mko*@p*****.com	5	117	5	125			105
Peninsula Accounting Services	61 Airport Blvd, South San Francisco, CA 94080	65058xxxx1	con**@g******************.co			2.9	13
Bank of the West	1480 Shattuck Ave, Berkeley, CA 94709	51064xxxx1	aab**@b**********.com	2.4	27	2.3	36			98533	1403	99000
Sean Crowley - US Bank	350 California St Fl 15 San Francisco, CA 94104	41557xxxx4	ali******@u***.com			4.9	61			345281	5445	348000
Financial Services	2091 Mission St, San Francisco, CA 94110	41555xxxx2	afi@a*******.com	3.1	14
Sanchez, Dawn, AGT	225 Bush St, San Francisco, CA 94104	41554xxxx2	ame****************@a*.com
Stifel	1 Montgomery St, San Francisco, CA 94104	41536xxxx0	abb**@s***.com
Extractable	612 Howard St Fl 4 San Francisco, CA 94105	41542xxxx0	ade**@e********.com									592
Patelco Credit Union	124 2nd St, San Francisco, CA 94105	80035xxxx8	aab**@p****.org	3.9	47					34438	696	34000
Chase Bank	3301 Geary Blvd, San Francisco, CA 94118	41566xxxx5	acc********@c**.com	4.3	26					3	5	3
Tong & Fong CPAs	100 Bush St Ste 2180, San Francisco, CA 94104	41598xxxx2	l@t**********.com
Sage Payment Solutions	San Francisco, CA 94104	88828xxxx9
IMP-SF	140 Geary St Fl 5 San Francisco, CA 94108	41565xxxx0	inf@i****.com
Structured Growth Strategies	505 Montgomery St Ste 1100, San Francisco, CA 94111	80045xxxx4
Simon Associates-Professional Fiduciary	San Francisco, CA 94146	88869xxxx2	bsi*@o*******.com
The Accountant	1015 Fillmore St, San Francisco, CA 94115	65048xxxx4	hen@t**********.net
John Brunello, CFS, AAMS, CRPS - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx5	abc*@u.com
loanDepot	1001 Bayhill Dr Fl 2 San Bruno, CA 94066	65086xxxx0	aab******@l******.com			3.5	44			28640		32000
Carrick Capital Partners	160 Spear St, San Francisco, CA 94105	41543xxxx0
Tacconi Team - Fairway Independent Mortgage Corporation	3825 Hopyard Rd Ste 150 Pleasanton, CA 94588	92570xxxx3	mik@t*********.com			5	7
Bankserv	222 Kearny St, San Francisco, CA 94108	41521xxxx1
Joseph J DiGiacomo, CPA	270 Valencia St, San Francisco, CA 94103	41579xxxx4	joh@j****.org
Qwil	599 3rd St Apt 210, San Francisco, CA 94107	40820xxxx4	inf@l*.com
Magnolia Payday Loans	828 San Pablo Ave Ste 206 Albany, CA 94706	51028xxxx2	cli********@m***********.com
Lincoln Financial	44 Montgomery St Ste 2950, San Francisco, CA 94104	41526xxxx7	aar******@l.com	2	2
NC Financial Group \| San Francisco	22 Battery St Ste 401, San Francisco, CA 94111	41548xxxx9	amb********@c*****.com
Jordan Powell	2 Embarcadero Ctr Ste 2320, San Francisco, CA 94111	41583xxxx5	ram***************@r***.com
Carrick Captial Partners	1 California St, San Francisco, CA 94111	41543xxxx0	aj@c*********************.com
San Francisco Provident Loan Association	932 Mission St, San Francisco, CA 94103	41598xxxx0	chr******@s******************.com	4	8								5	2
Six Degrees Network	44 Montgomery St Fl 3 San Francisco, CA 94104	41581xxxx1	jen@s****************.com			4.8	36
Always On Purpose Coaching	Berkeley, CA 94704	41523xxxx8	578***@m**********.com			5	39
Patpatia & Associates	1803 6th St Berkeley, CA 94710	51055xxxx0
SunTrust Bank	101 California St Ste 2850, San Francisco, CA 94111	41521xxxx0	a.n*****@s*****.com
Violich Capital Management	4 Embarcadero Ctr, San Francisco, CA 94111	41521xxxx4
Bloomberg	3 Pier, San Francisco, CA 94111	41591xxxx0	aa@b********.com												5	16
Cherkas Accountancy	339 Balboa St, San Francisco, CA 94118	41537xxxx0	igo@c****************.com			4.6	9
TuitionSafe	145A Arkansas St, San Francisco, CA 94107	91632xxxx1
Bank of Marin	2208 S Shore Ctr, Alameda, CA 94501	51074xxxx0	ada*****@b********.com			3.2	42
Redwood Credit Union	1390 Market St, San Francisco, CA 94102	80047xxxx8	aal**@r******.org	4.1	50					37507	186
Global Merchant Processing	237 Kearny St Ste 194, San Francisco, CA 94108	92570xxxx1
Portfolio Management Technology	4630 Geary Blvd Ste 304, San Francisco, CA 94118	41575xxxx1
Ayuda Financial Services	240 Golden Gate Ave Ste 105, San Francisco, CA 94102	41544xxxx1	afi**************@a***********.com
Hahn Capital Management	601 Montgomery St Ste 840, San Francisco, CA 94111	41539xxxx2	hch@h****.com
Citi	451 Montgomery St, San Francisco, CA 94104	41581xxxx0	abb********@c*.com	2.8	9
Bank of the West	295 Bush St, San Francisco, CA 94104	41576xxxx6	aab**@b**********.com	2.5	32	1.4	184
Reagan Lee, Mortgage Advisor	636 4th St, San Francisco, CA 94107	41585xxxx2	aau****@g**************.com							1525	18
Pacific Lighthouse Partners	655 Montgomery St Ste 1900 San Francisco, CA 94111	41570xxxx1	joh****@p******.com			1	2
Chris Benson - Thrivent	50 California St Ste 1500, San Francisco, CA 94111	65035xxxx2	adm@d*********.com
Littlewood Financial Group	2147 Union St Ste 2, San Francisco, CA 94123	41551xxxx0	byr**@l****************.com
Master Accountax	1500 Noriega St Ste 150 San Francisco, CA 94122	41543xxxx8	sup**@w****.com			2.7	6
Zante & Co. CPA	425 Market St, San Francisco, CA 94105	41543xxxx0	acc***@p***********.com
FlexScore	156 2nd St, San Francisco, CA 94105	87768xxxx0
Portola Creek Capital	44 Tehama St, San Francisco, CA 94105	41563xxxx6	inf@p**********.com							247		253
Astor Financial Group	38 Miller Ave Ste 200 Mill Valley, CA 94941	41554xxxx9	cc@a******.com			5	1					115
Eisenhut, Suzanne - Law Offices	4150 17th St Apt 4, San Francisco, CA 94114	41581xxxx8
Copsols	555 California St Fl 49 San Francisco, CA 94104		adm@c***.co			5	1
White Oak Global Advisors	88 Kearny St Fl 4, San Francisco, CA 94108	41564xxxx0	abi*@w*******.com
Nguyen, Khoi, AGT	230 California St, San Francisco, CA 94111	41553xxxx0	ame****************@a*.com							132834
OneMain Financial	2651 Blanding Ave, Alameda, CA 94501	51048xxxx0	aar********@o*************.com	4.3	23	2.5	40
Stangl Advisors, Inc.	825 Van Ness Ave Ste 302, San Francisco, CA 94109	41583xxxx0	ada@s************.com
Student Samaritan, Inc.	2443 Fillmore St # 380-8925, San Francisco, CA 94115	87758xxxx4
UIS Technology Partners	505 Montgomery St Fl 11 San Francisco, CA 94111	41594xxxx0	aot*@u******************.com			4	4
Level Financial, Inc.	847 Sansome St, San Francisco, CA 94111	65052xxxx2
Citi	2198 Chestnut St, San Francisco, CA 94123	41581xxxx4	abb********@c*.com	2.4	15
Rs Investments	455 Market St Ste 970, San Francisco, CA 94105	41559xxxx0	abd***********@f**********.com
Charles Schwab	3478 California St # 100, San Francisco, CA 94118	41544xxxx0	abc****@s***.com
Perigon Partners	201 Mission St Ste 1825, San Francisco, CA 94105	41543xxxx0	b@p**************.com
Hanke Wealth Management	100 Bush St Ste 1675 San Francisco, CA 94104	41578xxxx0	c18***************************@s***.wixpress			5	5
Midtown Jewelry & Loan	948 Market St, San Francisco, CA 94102	41539xxxx0											3.5	3
Xoom Paypal	425 Market St, San Francisco, CA 94105	41528xxxx7	aam******@x*.com
Citi ATM	245 Market St, San Francisco, CA 94105	80062xxxx9	abb********@c*.com	4.7	3
Stanley Pollock, CPA	5464 College Ave Ste B Oakland, CA 94618	51042xxxx7	bet@s************.com			2.3	3
Money Meaning & Choices Institute	301 Mission St, San Francisco, CA 94105	41526xxxx7	adm@m*********.com
Fidelity Investments	350 California St Ste 500, San Francisco, CA 94104	41539xxxx1	a61**@f*****.com							320194
U.S. Bank	101 California St Ste 130, San Francisco, CA 94111	41539xxxx0	aar**********@u***.com
1st United Credit Union	6300 College Ave Ste 110 Oakland, CA 94618	80064xxxx3	abe****@1********.org	3.9	7	3.9	39			10432
Blend	415 Kearny St, San Francisco, CA 94108	65055xxxx0	ali@b**.com	5	32
The Grayson Group	345 California St, San Francisco, CA 94104	41560xxxx5	rbc*******@r.com
Blackhawk Compliance LLC	PO Box 562, San Francisco, CA 94104	41531xxxx9
Daversa Partners	832 Sansome St, San Francisco, CA 94111	41598xxxx0	aj.******@d************.com
Odena Exchange & Financial Services	870 Market St Ste 403, San Francisco, CA 94102	41595xxxx6
LendingHome	1 California St Fl 17 San Francisco, CA 94111	84441xxxx3	aar******@l********.com			1.8	10	4.9	34	31592		33000
Daphne Chi - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx0
Areté Wealth Strategists	2120 University Ave Fl 5 Berkeley, CA 94704	88854xxxx0	ash*@a*****.com			5	5
A C Investor	555 California St, San Francisco, CA 94104	41567xxxx0	bra*******@a********.net
EMOD Report	5214F Diamond Hts Blvd Ste 1057 San Francisco, CA 94131	41596xxxx7
Farralon Udom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	mic**********@r.com
Sandler O'Neill & Partners L P	455 Market St Ste 2070, San Francisco, CA 94105	41597xxxx0	aba*@s**********.com							935	101	1000
Andrew Gibson	111 Pine St 11th Fl, San Francisco, CA 94111	41526xxxx5	add******@f**********.com
Vision Capital Investment Management	3450 Geary Blvd Ste 203, San Francisco, CA 94118	41573xxxx0
Security First Merchant Services, LLC	315 Montgomery St, San Francisco, CA 94104	87767xxxx1
Serica	660 4th St # 214, San Francisco, CA 94107	64647xxxx8
Wells Fargo Private Bank	420 Montgomery St, San Francisco, CA 94104	41539xxxx8	aar********@w*******.com	2	8					157078
Bing Presnell - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx6	abc*@u.com
Roth Capital Group	185 Berry St, San Francisco, CA 94107	41522xxxx1	abe**@r*.com
Boom Planning	847 Sansome St, San Francisco, CA 94111	41536xxxx1	amy@b***********.com
Cpic International	244 California St, San Francisco, CA 94111	41598xxxx5	tom@c***.net
Ameriprise Financial	1 Market St # 36, San Francisco, CA 94105	41529xxxx5	dns***@a*.com
Stephen Barber at Guaranteed Rate (NMLS #57715)	41 Freelon St, San Francisco, CA 94107	41569xxxx0	aar******@r*.com	5	7
Kami Zolfaghari at Guaranteed Rate (NMLS #281576)	41 Freelon St, San Francisco, CA 94107	41526xxxx9
American Express	180 Montgomery St, San Francisco, CA 94104	41528xxxx0	aar@a************.com							900331
Robert Vallecorse, CFP - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx6
Pixel Financial Planning	201 Spear St Ste 1100 San Francisco, CA 94105	41589xxxx0	c90***********************************@w***************.com		4	5	19
Baker Avenue Asset Management	301 Battery St Fl 2, San Francisco, CA 94111	41598xxxx0	am@b*******.com	5	2
Edward Jones - Financial Advisor: Mark T Hegland	1875 Lombard St Ste A, San Francisco, CA 94123	41544xxxx0	a.j*******@e********.com		10					87384		100000
The Prezzano Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx0	abc*****@u.com
Friedman Peters Group	345 California St, San Francisco, CA 94104	41547xxxx0	fri*********@r.com							12807
Stephen Petrillo	111 Pine St, San Francisco, CA 94111	41539xxxx5	add******@f**********.com
Marc Afzal	1648 Tallac St Ste 1 Napa, CA 94558	91626xxxx6				5	5
SV Financial Services	201 Folsom St, San Francisco, CA 94105	41559xxxx0
Tenenbaum Wealth Partners	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx0	avi**@r***.com
Republic Business Credit	San Francisco, CA 94108	41543xxxx0
Spry Financial Consulting	470 3rd St, San Francisco, CA 94107	41521xxxx0
JMD Financial Partners, LLC	100 Pine St Ste 1250 San Francisco, CA 94111	41572xxxx0	inf@j************.com			5	4
Edward Jones - Financial Advisor: Michael J. Kenyon	8 Otis St Ste 922, San Francisco, CA 94103	41561xxxx0
Tom Barnes at Guaranteed Rate Affinity (NMLS #1025428)	1560 Van Ness Ave Fl 2, San Francisco, CA 94109	41527xxxx9	aar*********@g****.com	5	1					1814	1159
OriginPoint	580 California St Ofc 1616, San Francisco, CA 94104	92530xxxx0	bri*******@o********.com							134		147
Calera Capital Advisors LP	425 California St, San Francisco, CA 94104	60466xxxx8	bab*@c**********.com
Wells Fargo Advisors	464 California St, San Francisco, CA 94104	41539xxxx2
MacQuarie Technology Investment Banking	101 California St San Francisco, CA 94111	41564xxxx0				1	1
Chase Bank	595 Market St, San Francisco, CA 94105	41527xxxx1	dom*************@j*****.com	3.4	10						9
Mechanics Bank	2301 Shattuck Avenue Berkeley, CA 94704	51064xxxx0	aar*****@m**********.com	3.4	17	2.5	91
Greg C Musick - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx9	and**********@a*.com									92
Houlihan Lokey	333 Bush St 31st Fl, San Francisco, CA 94104	41527xxxx0	a@h*.com
Promontory Financial Group	301 Clay St, San Francisco, CA 94111	41598xxxx0	aa.************@p*******.com
Ameriprise Financial Services Inc	432 Clay St, San Francisco, CA 94111	41553xxxx0	dns***@a*.com
Forus	50 Townsend St, San Francisco, CA 94107	51046xxxx0	aar@f*****.com
Brookfield Private Wealth Management Team - UBS Financial Services Inc.	555 California St Ste 3200, San Francisco, CA 94104	41596xxxx4
Sabal Financial Group LP	1 Embarcadero Ctr, San Francisco, CA 94111	94951xxxx9	and************@s*****.com
Twin Peaks Wealth Advisors	1 Sansome St, San Francisco, CA 94104	41594xxxx0	arn*@t****.com
Wells Fargo Advisors	3431 California St, San Francisco, CA 94118	41554xxxx3
Ten Capital Investment	55 New Montgomery St, San Francisco, CA 94105	41523xxxx0	bad*@t*************.com
Prospect Capital	1 Front St Ste 1475, San Francisco, CA 94111	41598xxxx0	abh***@p********.com
HSBC	601 Montgomery St, San Francisco, CA 94111	80097xxxx2	aar*************@u.hsbc	4.4	7					66747	2256
Wicker Occupation adviser	4162 24th St, San Francisco, CA 94114	45859xxxx4
Trabert Asiano Advisors - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx7	abc*@u.com
Compass Analytics	580 California St, San Francisco, CA 94104	41546xxxx0	ado@c**************.com
Hudson Private Wealth Advisors - Ameriprise Financial Services	1 Sansome St Ste 3500, San Francisco, CA 94104	41594xxxx5	dns***@a*.com							71		75
A. Silvestri Co Garden Ornaments	2629 Bay Shore Blvd, San Francisco, CA 94134	41523xxxx0	din@a********.com	4.7	33					1125	390		5	1
Farmers Insurance - William Beyer	367 Colusa Ave Kensington, CA 94707	51052xxxx0	bia********@f**********.com	5	5					32	2
Francisco Partners	1 Letterman Dr, San Francisco, CA 94129	41541xxxx0	abc*****@f**************.com	2.3	3
Savitr Capital	600 Montgomery St, San Francisco, CA 94111	41543xxxx0
Peter Imlay Associates	2990 Clay St, San Francisco, CA 94115	41577xxxx0	jbu**@i**.com
Rockefeller Capital Management	2 Embarcadero Ctr Ste 2320, San Francisco, CA 94111	41583xxxx0	aha@r***.com
Plastiq, Inc.	1475 Folsom St Ste 400, San Francisco, CA 94103	84475xxxx7	abd****@p****.com
Jacobs & Company	595 Market St Ste 1140, San Francisco, CA 94105	41577xxxx7	aar*******@j***.com												4	3
James Sheffield - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx0
Abdumhmood Insurance Agency	3937 Mlk Jr Way Oakland, CA 94609	51022xxxx0	khi*@m***************.com	4.9	9
Finvisor	48 2nd Street, 4th Floor, San Francisco, CA 94105	41541xxxx2	lm@f*******.com	5	4
San Francisco Federal Credit Union	311 California St, San Francisco, CA 94104	41577xxxx7	asi*@m*********.org							180	34	192
Financial Technology Ventures	555 Mission St Ste 2300, San Francisco, CA 94105	41551xxxx0	aar****@f*******.com
Ameriprise Financial	353 Sacramento St Ste 2300, San Francisco, CA 94111	41528xxxx0	dns***@a*.com
Financial Technology Ventures	601 California St San Francisco, CA 94108	41522xxxx0
Callahan Financial Planning Company \| Fee-Only Financial Advisors in San Francisco	75 Broadway Ste 202, San Francisco, CA 94111	41579xxxx0	alb*@c*************.com									1000
CFP Investments	201 Spear St Ste 1100, San Francisco, CA 94105	88829xxxx9
Wilusz, Kate, AGT	230 California St, San Francisco, CA 94111	41562xxxx5	dns***@a*.com
Provident Credit Union	2250 S Shore Ctr Unit C Alameda, CA 94501	51052xxxx4	aal*****@p********.org	4.1	29	4.1	91
Boston Private	433 California St, San Francisco, CA 94104	41550xxxx0	aal*****@b**********.com
HSBC	500 Folsom St, San Francisco, CA 94105	62826xxxx8	abe*******@u.hsbc							74029	2282
David Kupferman, CPA	470 Columbus Ave Ste 204 San Francisco, CA 94131	41524xxxx1	dav@s**.com			4.1	17
BookSmart	San Francisco, CA 94111	65058xxxx5	c18***************************@s***.wixpress
Bank of America Advanced Center	2675 Geary Blvd Ste A105, San Francisco, CA 94118	41522xxxx1	ahm*****@b*.com	4.5	2
JP Morgan Chase	150 California St, San Francisco, CA 94111	41536xxxx2
Ameriprise Financial	455 Market St Ste 1480, San Francisco, CA 94105	41577xxxx6	dns***@a*.com
Ubiquity	44 Montgomery St Ste 3060, San Francisco, CA 94104	41547xxxx0	aa@m*********.com
Foss & Company	1335 Columbus Ave, San Francisco, CA 94133	41529xxxx0	ayu@f******.com
Authentic Properties	2731 Woolsey St Berkeley, CA 94705	51036xxxx5	aut******@g**.com			3	4			145		142
Chris Davis - Guaranteed Rate	324 Sir Francis Drake Blvd San Anselmo, CA 94960	41530xxxx7	aar******@r*.com			4.7	31	5	5			79
Ethos Lending	222 Kearny St, Ste 650 San Francisco, CA 94108	41578xxxx0	abo******@e*********.com			2.3	72	5	97	178	246	202
Soriano, Brittany, AGT	353 Sacramento St, San Francisco, CA 94111	41574xxxx3	ame****************@a*.com
Buck	2 Embarcadero Ctr Fl 9 San Francisco, CA 94111	41579xxxx8	buc@l******.com
SPARK Sales Consultancy	San Francisco	41524xxxx1				5	1
Evolution Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx3
Pace Harmon	455 Market St Ste 1220, San Francisco, CA 94105	41549xxxx5	any**@p*******.com							2984	353
Signature Consultants	44 Montgomery St Ste 1450 San Francisco, CA 94104	41554xxxx0	aby@s*******.com	3.8	4	1.7	6
Accounting & Business Solutions	2081 Center St, Berkeley, CA 94704	51084xxxx9	abs@a********.com			5	3
Venovate Holdings Inc	485 Pacific Ave, San Francisco, CA 94133	65029xxxx1			32
Faramarz Moeen-Ziai - CrossCountry Mortgage	2987 College Ave Berkeley, CA 94705	51025xxxx7	amy******@c.com	5	39	4.9	94
Ntt Managment Group	100 California St San Francisco, CA 94111	86695xxxx6
Proxy42 Inc	275 Battery St, San Francisco, CA 94111	41595xxxx2	ann***@f***.io							113242
Naiop Sfba	575 Market St, San Francisco, CA 94105	41536xxxx5	adm@n******.org
Proprietary Finance Ventures	123 Mission St, San Francisco, CA 94105	20259xxxx1	f3b***********************************@w***************.com
Mighty Hand Enterprises	237 Kearny St 9092, San Francisco, CA 94108	87761xxxx6
JP Morgan Chase	2750 Van Ness Ave, San Francisco, CA 94109	41529xxxx1	acc********@c**.com	3.5	17
Morgan Stanley	101 California St, San Francisco, CA 94111	41569xxxx6	acm*********@m**********.com
Parallax Fund LP	88 Kearny St, San Francisco, CA 94108	41544xxxx6	aba*@p*********.com
HC Global Fund Services, LLC	601 Montgomery St Ste 810, San Francisco, CA 94111	41579xxxx7	inf@h********.com
San Francisco, CA Branch Office - UBS Financial Services Inc.	555 California St 34th Fl, San Francisco, CA 94104	80087xxxx0	abc*****@u.com
Melissa Milton at Guaranteed Rate (NMLS #287386)	41 Freelon St, San Francisco, CA 94107	51034xxxx2
Citi	99 Post St, San Francisco, CA 94104	41581xxxx3	abb********@c*.com	2.6	21					154993	1846	11
Brian Bowman at Origin Point (NMLS #502261)	580 California St Ofc 1616, San Francisco, CA 94104	41527xxxx8
Merrill Lynch Financial Advisor Daniel F Friel	555 California St, San Francisco, CA 94104	41547xxxx0	con**@p***********.org
Morgan Stanley	555 California St, San Francisco, CA 94104	41598xxxx8	abh*****@t*******************.com
Wells Fargo Advisors	1726 Haight St, San Francisco, CA 94117	41537xxxx0
Birst	45 Fremont St, San Francisco, CA 94105	41576xxxx0	b.m***@i**.com	4.9	8					2820	18
Hilltop Securities Inc.	50 California St Ste 2650, San Francisco, CA 94111	41526xxxx0	aar************@h**************.com		5					321
Hanson Janet C	555 California St, San Francisco, CA 94104	41577xxxx5
Porter, Ritchie & Associates - Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41561xxxx5	and**********@a*.com
Wells Fargo Advisors	2055 Chestnut St, San Francisco, CA 94123	41539xxxx7	aar********@w*******.com
Rosenblum Barbara G	1388 Sutter St Ste 725, San Francisco, CA 94109	41577xxxx0	fli***@r**.com
Axiom Advisory	1 Sansome St, San Francisco, CA 94104	41548xxxx1	hel@a**********.com
Provident Funding	San Bruno, CA 94066	88854xxxx0	aab*@p******.com			1.4	59
Park Avenue Securities	580 California St Ste 1300, San Francisco, CA 94104	41565xxxx0
TSG Consumer Partners	600 Montgomery St Ste 2900, San Francisco, CA 94111	41521xxxx0	aah*@t********.com
Royal Alliance Associates	870 Market St, San Francisco, CA 94102	41597xxxx4	aba***@r**********.com							2763	26	3300
Foci Wealth Management - Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx0	dns***@a*.com
Anastasia Medyakova, CPA	1001 National ave, San Bruno, CA 94066	41586xxxx1	med********@g**.com			5	3
Stafford Capital Management	275 Battery St Ste 1600, San Francisco, CA 94111	41536xxxx0	bob@s**************.com
Otter Richard	1 Sansome St, San Francisco, CA 94104	41598xxxx0
Benson & Neff CPAs A Professional Corp.	1 Post St, San Francisco, CA 94104	41570xxxx5	bn@b*********.com
Stern & Associates	2145 19th Ave Ste 201 San Francisco, CA 94116	41542xxxx7	off*@s*****.com	3.7	3	4	35			3		3
Calypso Technology	595 Market St Ste 1800 San Francisco, CA 94105	41581xxxx0	aar**@c****.com
West Financial Pacific	564 Market St Ste 316, San Francisco, CA 94104	41591xxxx0
Primitive Logic	704 Sansome St, San Francisco, CA 94111	41539xxxx0	aar*******@p***********.com	5	3
Chase Bank	2166 Chestnut St, San Francisco, CA 94123	41593xxxx3	acc********@c**.com	3.8	32
Morningside Investment Advisors	870 Market St, San Francisco, CA 94102	41598xxxx2
StoryAZ Studio	95 3rd St 2nd Flr San Francisco, CA 94103	41532xxxx6	wor**@s****.studio
Rivi Capital	3027 Fillmore St, San Francisco, CA 94123	41562xxxx6
Valle Makoff	201 Spear St Ste 1100 San Francisco, CA 94105	41598xxxx1	cte**@v********.com			5	3
San Francisco Capital Advisors	2 Embarcadero Ctr Ste 430, San Francisco, CA 94111	41577xxxx0
Wells Fargo Advisors	557 Castro St, San Francisco, CA 94114	41562xxxx2
Lubin Olson & Niewiadomski, LLP	600 Montgomery St Fl 14 San Francisco, CA 94111	41598xxxx0	aba*@l*******.com
Barry Slatt Mortgage Co	50 California St, Suite 2020, San Francisco, CA 94111	41593xxxx0	inv************@b********.com
Keefe Bruyette & Woods Inc	1 Montgomery St, San Francisco, CA 94104	41559xxxx0	aax*@k.com
William Row Jr-Ameriprise Financial	44 Montgomery St, San Francisco, CA 94104	41578xxxx7	cla*********@a*.com
Anthem Blue Cross	San Francisco, CA 94111	88856xxxx0				1	139
FairLoan Financial, Inc.	PO Box 194764, San Francisco, CA 94119	41569xxxx5
Kugelman Law Tax & Cryptocurrency Attorneys	Two Embarcadero Ctr Fl 8 San Francisco, CA 94111	41541xxxx1	ajo***@k********.com			4.8	21
Newport Asia	601 California St, San Francisco, CA 94108	41567xxxx0	aas**@n***********.com
ePlanning Securities, Inc.	682 Lombard St, San Francisco, CA 94133	65092xxxx0
Robasciotti And Associates	870 Market St, San Francisco, CA 94102	41598xxxx0	afs*@r********.com
Moira Amado-McCoy, Robertson Stephens	455 Market St Ste 1600, San Francisco, CA 94105	41550xxxx0	abl@r******.com							999	8
Wells Fargo Advisors	150 California St Ste 1700, San Francisco, CA 94111	41591xxxx9	ant*************@w***************.com							188275		189000
Wilner Hal	425 Market St, San Francisco, CA 94105	41583xxxx4
GoRefi	123 10th St, San Francisco, CA 94103	85584xxxx4	aat**@e***.org	3.8	8
All Coast Funding	1390 Market St Ste 200, San Francisco, CA 94102	88822xxxx1	inf@a*************.com
Hiscox Business Insurance	101 California St Ste 1950 San Francisco, CA 94111	41532xxxx0	abc*@h***.com	2.5	4	1.7	10			48877	78	53000
The Change Foundry	Los Gatos, CA 95032	65020xxxx8	the***********@g**.com		2	5	2			124		125
Haven Wealth Management	1 Sansome St Ste 3500, San Francisco, CA 94104	41587xxxx6	cpo*******@c**************.com									113
Perella Weinberg Partners	1 California St Ste 2250, San Francisco, CA 94111	41567xxxx2	aag****@p*******.com
Everest Mwamba Investments Inc	1738 Lombard St, San Francisco, CA 94123	41592xxxx7
Wells Fargo Advisors	100 Spear St Ste 420, San Francisco, CA 94105	41527xxxx1	azl@f.com
Wang Insurance	2620 Judah St, San Francisco, CA 94122	41573xxxx2	ale@w*****.com	5	5	4.3	47
Delta Dental of California	560 Mission St San Francisco, CA 94105	41597xxxx0	aar@d***********.com			1.2	204
Varo Money	100 Montgomery St Ste 1201, San Francisco, CA 94104	80082xxxx6	aal**@v******.com
Merrill Lynch Wealth Management	560 Davis St, San Francisco, CA 94111	41529xxxx0	aas**********@m.com
Chu and Waters LLP	595 Market St Suite 2350, San Francisco, CA 94105	41578xxxx0
Bolt Financial	1235 Howard St, San Francisco, CA 94103	41562xxxx6
Michael Cox	111 Pine St, San Francisco, CA 94111	41539xxxx2	are***@m********.net
Matthews International	555 De Haro St, San Francisco, CA 94107	41525xxxx6
Newfi Lending	2100 Powell St Ste 730 Emeryville, CA 94608	88831xxxx4	ade***@n**.com	4.6	145
Ctgy	345 Spear St, San Francisco, CA 94105	41553xxxx5
Wentworth Hauser & Violich	353 Sacramento St, San Francisco, CA 94111	41598xxxx1	inf@s********.com
U.S. Bank	525 Market St, San Francisco, CA 94105	41527xxxx0
Serent Capital	1 Embarcadero Ctr Ste 1150, San Francisco, CA 94111	41534xxxx0	aal********@s**********.com
The Soriano McKinney Group - UBS Financial Services Inc.	555 California St 32nd Fl, San Francisco, CA 94104	41596xxxx5	abc*@u.com
Kruze Consulting	333 Kearny St Fl 4 San Francisco, CA 94108	41532xxxx0	lxx@k**************.com			4.3	12
Simplify Financial Planning	115 Sansome St Ste 200 San Francisco, CA 94104	41526xxxx3	ari**@s**************.com			5	10
Ironcap	1 Federal St 20 Apt, San Francisco, CA 94107	88868xxxx7
The Nickel Cox Group	345 California St, San Francisco, CA 94104	41544xxxx0	rbc*******@r.com							12807
Alpha+ Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx5
Institute For Private Investors	88 Kearny St Ste 750, San Francisco, CA 94108	41593xxxx0	aw@m*********.net
Sugarman & Company LLP	505 Montgomery St, San Francisco, CA 94111	41531xxxx6	xpj*****@w****************.com	4	1
Seed Change	415 Jackson St, San Francisco, CA 94111	41590xxxx0	joh*****@s*******.com
First Republic Bank - Temp. CLOSED	101 Pine St San Francisco, CA 94111	41526xxxx7	aa@f************.com	3.8	19	3.7	110
IMK Millionaires LLC	4 Embarcadero CTR STE 1400, San Francisco, CA 94111	41598xxxx0
JP Morgan Chase	120 Kearny St, San Francisco, CA 94108	41583xxxx4
Check N' Go	1218 Market St, San Francisco, CA 94102	41550xxxx6	aan****@c*****.com										5	1
U.S. Bank	1675 Post St, San Francisco, CA 94115	41563xxxx1	aar**********@u***.com	4.3	3					344622	4337
Citrine Capital	535 Mission St Fl 14 San Francisco, CA 94105	41549xxxx2	inf@c********************.com	4.7	14	5	33
Forward Management	433 California St, San Francisco, CA 94104	41586xxxx0
Baker Street Advisors	455 Market St, San Francisco, CA 94105	41534xxxx0	ada@b*****************.com
Raymond James	870 Market St Ste 711, San Francisco, CA 94102	41539xxxx0	aar**********@r*********.com							17480		18000
Cerity Partners	345 California St Ste 1100, San Francisco, CA 94104	41578xxxx5	aad*@c***********.com
Beneficial State Bank	1438 Webster St, Ste 100 Oakland, CA 94612	51073xxxx1	awa**@b************.com			3.2	27
Margaret Pierattini	111 Pine St 11th Fl, San Francisco, CA 94111	41529xxxx4	add******@f**********.com
Alexandra Moari Inc	2027 Van Ness Ave, San Francisco, CA 94109	41534xxxx9	inf@a********************.com
131 Franklin Street	131 Franklin St, San Francisco, CA 94102	41592xxxx3	che******@l*********.com
George McFaden at Guaranteed Rate Affinity (NMLS #344084)	117 Greenwich St, San Francisco, CA 94111	41547xxxx4	aar*********@g****.com							101
Stacy Hering Astor & Associates Inc Financial & Insurance Services	414 Jackson St, San Francisco, CA 94111	41554xxxx9	all@h*********.com
Courtney Funderburk - Ethos Technologies	460 Bryant St Fl 3 San Francisco, CA 94107	70485xxxx8	acc***@e******.com
Osterweis Capital Management	1 Maritime Plz Ste 3800, San Francisco, CA 94111	41543xxxx1	abu@o******.com
Farmers Insurance - Minh Mai	555 Montgomery St Ste 650 San Francisco, CA 94111	40848xxxx0	aca*****@f*********.com
Citi ATM	260 California St, San Francisco, CA 94111	80062xxxx9	abb********@c*.com	4.3	7
Roberts & Ryan Investments Inc	57 Post St Ste 614, San Francisco, CA 94104	41595xxxx0	dro***@r********.net
Thrivent Financial-Lutherans	50 Belcher St, San Francisco, CA 94114	41543xxxx0	a.v@t*******.com
Janney Montgomery Scott	100 Drumm St, San Francisco, CA 94111	41524xxxx4	aal****@j***.com
Heritage Wealth Advisors - Ameriprise Financial Services	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5	ale******@a*.com							375	39	423
Byron E. Valles	1 Front St Fl 11, San Francisco, CA 94111	41561xxxx6	add******@f**********.com
Gridley Associates Inc	580 California St Ste 1600, San Francisco, CA 94104	41539xxxx0	inf@g***************.com
Michele Weiss - Northwestern Mutual	600 Montgomery St, Suite 1600 Transamerica Pyramid Bldg, San Francisco, CA 94111	41544xxxx9	ann*******@n.com
First American Title Company	1900 Lombard St, San Francisco, CA 94123	41556xxxx6	aar*@f****.com	4.3	14	3.1	28
LendingClub Corporation	71 Stevenson St Ste 300, San Francisco, CA 94105	88859xxxx7	aab*@l********.com
Wells Fargo Advisors	292 Battery St, San Francisco, CA 94111	41539xxxx5
Wellguard Insurance & Financial	1516 Oak St Ste 218 Alameda, CA 94501	51074xxxx9	inf@w****************.com			5	1
Bessemer Trust Private Wealth Management San Francisco CA	101 California St Ste 2500, San Francisco, CA 94111	41529xxxx0	bes******************@a*******.email		15
Law Office of Lisa J. Espada	100 Pine St Ste 1250 San Francisco, CA 94111	41550xxxx5	lis*@s******.com			5	6					109
Chase Bank	1401 3rd St, San Francisco, CA 94158	41521xxxx5	a.b@c****.com
CHASE Bank	123 Mission St Fl 7, San Francisco, CA 94105	41526xxxx8	a.b@c****.com
CJ Kerls at Guaranteed Rate (NMLS #243438)	41 Freelon St, San Francisco, CA 94107	41558xxxx3	aar******@r*.com	5	21			5	17	178
Ameriprise Financial	230 California St Ste 501, San Francisco, CA 94111	41562xxxx5	dns***@a*.com
Ameriprise Financial	15 Post St, San Francisco, CA 94104	41580xxxx9
Astrum	1 Bush St, San Francisco, CA 94104	41535xxxx6
Taulia LLC	95 Third St Ste 284, San Francisco, CA 94103	41537xxxx0	aar********@t***.com
Wells Fargo Home Mortgage	420 Montgomery St Frnt, San Francisco, CA 94104	41539xxxx9	aar*******@w*******.com	2.3	3					5		5
Barry O'Leary at Guaranteed Rate (NMLS #298989)	41 Freelon St, San Francisco, CA 94107	41554xxxx8
BV Eventers	600 Montgomery St Ste 4300, San Francisco, CA 94111	41586xxxx0	hel@r********.com
Currency Exchange International	865 Market St, San Francisco, CA 94103	41597xxxx0		2.9	66
Fama Capital Wealth Management	505 Montgomery St 11th Fl, San Francisco, CA 94111	41587xxxx8
*ETRADE - Temp. CLOSED**	532 Market St San Francisco, CA 94104	86678xxxx4	adv**********@e***.com			1.3	112			167045
Chime Capital, LLC	101 California St Ste 500 San Francisco, CA 94111	84424xxxx3	aak**@c**.com			2.3	3
French James H	22 Battery St Ste 404, San Francisco, CA 94111	41559xxxx3
Jay Sondhi - Guaranteed Rate	636 4th St, San Francisco, CA 94107	41569xxxx2
Pershing	100 Pine St, San Francisco, CA 94111	41577xxxx0	aag*****@p*****.com
HSBC	933 Grant Ave, San Francisco, CA 94108	41567xxxx5	abe*******@u.hsbc	2.8	9					75615	2282
Janet Lin - State Farm Insurance Agent	2190 3rd St, San Francisco, CA 94107	41562xxxx0	jan@i***********.com	5	137	4.8	116	5	12	109	4	114
Herold & Lantern Investments	111 Pine St Ste 1215 San Francisco, CA 94111	41539xxxx9	ala******@h**********.com
Wells Fargo Advisors	2100 Chestnut St, San Francisco, CA 94123	41522xxxx1	a-w*************@w***************.com							188903		190000
Michael Woodmansee CPA	100 Pine St Ste 1250 San Francisco, CA 94111	62846xxxx3	mew******@p*******.is
Vista Point Advisors	90 New Montgomery St Ste 700, San Francisco, CA 94105	41554xxxx0	ann@v***************.com
Angel Island Capital Services	1 Embarcadero Ctr Ste 2110, San Francisco, CA 94111	41561xxxx0	ama*****@a**.com
Sagacious Insurance	900 S Broadway, San Francisco, CA 94016	34393xxxx7	57b***********************************@w***************.com							138	31	146
Blue Flame	306 Grove St, San Francisco, CA 94102	41548xxxx6
Chase Bank	2750 Van Ness Ave, San Francisco, CA 94109	41547xxxx2	acc********@c**.com	3.5	17
Walden International Inc	1 California St Ste 2800, San Francisco, CA 94111	41536xxxx8	adm@w*******.com
Barlow & Hughan LLP	1182 Market St, San Francisco, CA 94102	41552xxxx0	inf@b*************.com
Momentum Partners	340 Brannan St Ste 501, San Francisco, CA 94107	41573xxxx9
Wells Fargo Advisors	1 California St, San Francisco, CA 94111	41539xxxx9	a-w*************@w***************.com							189215
Halcyon Financial Technology, L.P.	423 Washington St, San Francisco, CA 94111	41568xxxx0	aar@h******.com
Brandywine Global Investment Management	155 Montgomery St Ste 1401, San Francisco, CA 94104	41577xxxx5	adr********@t***************.com
Khoshnevissan & Doğan Wealth Strategies	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx4	a.m****@r.rockco
Rosenblum-Silverman-Sutton SF Inc	1388 Sutter St Ste 725, San Francisco, CA 94109	41577xxxx0	fli***@r**.com
Books in Harmony	2930 Domingo Ave, Ste 1555, Berkeley, CA 94705	92530xxxx2	inf@b************.com			5	12
Mccullough And Associates	101 California St, San Francisco, CA 94111	41595xxxx0	eco**@m***.com
Kupperberg & Associates	505 Sansome St, San Francisco, CA 94111	41521xxxx6	pam*@k*******.com
Tiedemann Wealth Management	101 California St, San Francisco, CA 94111	41539xxxx9	aho***@t************.com
Medley Capital	600 Montgomery St Ste 3900, San Francisco, CA 94111	41556xxxx0	and@m***********.com
TD Ameritrade	525 Market St San Francisco, CA 94105	80066xxxx0	aam*********@t*********.com			1.4	152			393392
Macfarlane Partners	201 Spear St, San Francisco, CA 94105	41535xxxx0	aha***@m***************.com
TAAi Technologies	95 3rd St Fl 2 San Francisco, CA 94103	41523xxxx8
iMATCHATIVE, Inc.	201 Spear St Ste 1360, San Francisco, CA 94105	86661xxxx8	ap@i**********.com
East America Banking Corporation	1 Embarcadero Ctr, San Francisco, CA 94126	41569xxxx0
Bay Ventures Group	101 California St, San Francisco, CA 94111	41590xxxx9
Jennifer Bennett	1808 Greenwich St, San Francisco, CA 94123	41552xxxx5
EK Insurance	237 Kearny St Ste 9999 San Francisco, CA 94108	41591xxxx6	ayk*@e********.com					4.9	93			2300
C Sg Advisors Incorporated	1 Post St, San Francisco, CA 94104	41595xxxx4	acl*@c********.com
Nosal Partners	100 1st St, San Francisco, CA 94105	41536xxxx0	ant*************@n**********.com
Earnest Inc.	463 Pacific Ave, San Francisco, CA 94133	41563xxxx4	89f***********************************@w***************.com
Community Bank of the Bay - Oakland	180 Grand Ave Ste 120 Oakland, CA 94612	34123xxxx7	ach***@b****.com			3.9	20			326	68	356
Jeffrey Windle - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx0	dns***@a*.com
Meritus Capital	One Embarcadero Ctr Ste 500 San Francisco, CA 94111	87764xxxx9	aca**@m***********.com
Fundbox	785 Market St Ste 600, San Francisco, CA 94103	85557xxxx7	abd******@f****.com							36752	47	36000
Steve Bealey - Private Wealth Advisor, Ameriprise Financial Services	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5	ale******@a*.com									107
Pantheon Ventures Inc	600 Montgomery St Ste 2300, San Francisco, CA 94111	41524xxxx0	abl****@p*************.com
Abul Kalam	1199 Valencia St, San Francisco, CA 94110	80337xxxx4
Phillip Cannon at Guaranteed Rate (NMLS #277929)	636 4th St, San Francisco, CA 94107	41542xxxx1		5	6
Savant Investment Group	461 2nd St Apt 151, San Francisco, CA 94107	41592xxxx0	ali*@s*****.com
E J De La Rosa & Co	456 Montgomery St Ste 1900, San Francisco, CA 94104	41549xxxx3	aka***@e*******.com
Xoom Corporation	425 Market St, San Francisco, CA 94105	41577xxxx0	aam******@x*.com
Ann Wang	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx0	abc**@r***.com
Chase Bank	500 Van Ness Ave, San Francisco, CA 94102	41562xxxx8	acc********@c**.com	3	27
Patelco Credit Union	360 22nd St, Oakland, CA 94612	80035xxxx8	aab**@p****.org	3.8	32	3.2	64			34551	705	34000
SharesPost Inc	555 Montgomery St, San Francisco, CA 94111	65087xxxx1	ade*@s*******.com
U.S. Bank	1 California St, San Francisco, CA 94111	41598xxxx1	ale**********@u***.com							345281	5445	348000
Chase Bank	2900 Mission St, San Francisco, CA 94110	41582xxxx3	abc*****@c**.com	2.9	39
Caesar R. Ruegg - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx0
Melissa Fong, CPA	San Francisco, CA 94122	41542xxxx0				4.9	77
Vibato	655 Montgomery St, San Francisco, CA 94111	41524xxxx7	afo@v****.com
Financial Technology Partners (FT Partners)	100 California St 7th Floor, San Francisco, CA 94111	41551xxxx0	aar****@f*******.com	5	1
Wells Fargo Advisors	465 California St Ste 250, San Francisco, CA 94104	41539xxxx6	a-w*************@w***************.com							188325		189000
Laurel H. Norris	111 Pine St 7th Fl, San Francisco, CA 94111	41524xxxx2	acc**********@f**********.com
The Seizin Group	345 California St, San Francisco, CA 94104	41544xxxx3	rbc*******@r.com
Bpa	2201 Market St, San Francisco, CA 94114	41540xxxx4
Citi	1000 Grant Ave, San Francisco, CA 94133	41581xxxx3	abb********@c*.com	3.1	10
Sylvia Curletto at Guaranteed Rate (NMLS #245392)	41 Freelon St, San Francisco, CA 94107	41569xxxx6
IMK Investment LLC	1 Embarcadero CTR STE 500, San Francisco, CA 94111	41540xxxx0
Umpqua Bank	450 Sansome St, Ste 120 San Francisco, CA 94111	41526xxxx1	ana*************@u*******.com			3.1	27
Grove	San Francisco, CA 94107					4.9	10
Tri Counties Bank	6600 Mission St Daly City, CA 94014	65099xxxx0	aar*******@t*.com		22	3	7			3365	565	3600
First American Title Insurance Company - Homebuilder Services	600 Harrison St Ste 140 San Francisco, CA 94107	41565xxxx2	aan***@f****.com		2	3	2
Bridgeway Capital Advisors Inc	1 Maritime Plz, San Francisco, CA 94111	41532xxxx0
Morgan Stanley Wealth Management	1 Sansome St Ste 1400, San Francisco, CA 94104	41598xxxx0	aar*********@m*********************.com
Coinsource Bitcoin ATM	900 Post St, San Francisco, CA 94109	80550xxxx6	ale****@c*******.net	3	2
Robert Imazumi at Guaranteed Rate (NMLS #1199287)	41 Freelon St, San Francisco, CA 94107	41542xxxx5	aar******@r*.com	5	9
Coinsource Bitcoin ATM	940 Columbus Ave, San Francisco, CA 94133	80550xxxx6	ale****@c*******.net
Hartford The Financial Services Group	333 Market St, San Francisco, CA 94105	41597xxxx0	a.-*********@t********.com							149479
StackedLife Financial Strategies	1111 Broadway Fl 3 Oakland, CA 94607	92923xxxx8	dan@s*********.com
Chase Bank	3241 Lakeshore Ave Oakland, CA 94610	51023xxxx1	abc*****@c**.com	2.9	19	2.1	38				5
Citi	444 Castro St, San Francisco, CA 94114	41581xxxx5	abb********@c*.com	3.3	30								5	1
SharesPost	555 Montgomery St Ste 1400 San Francisco, CA 94111	80027xxxx4	ade*@s*******.com							864	15	962
Cameron Poetzscher	1 Saint Francis Pl Apt 2310, San Francisco, CA 94107	41581xxxx9
U.S. Bank	3471 California St, San Francisco, CA 94118	41568xxxx3	aar**********@u***.com							345411	4968	347000
Financial Technology Partners	23 Flood Ave, San Francisco, CA 94131	41551xxxx0
Thorne Asset Management	716 Montgomery St, San Francisco, CA 94111	41559xxxx1	abh***@b***************.com							582604		46
Goldmany Finance Inc	225 Bush St, San Francisco, CA 94104	41543xxxx7	joh@b******************.com
The Advisory Group of San Francisco	44 Montgomery St Ste 2410, San Francisco, CA 94104	41597xxxx0	re@a**************.com		3					65	2
Sunnie Choi	1 Embarcadero Ctr Unit 26173, San Francisco, CA 94126	41536xxxx5
Maxferd Jewelry & Loan	201 Kearny St, San Francisco, CA 94108	41556xxxx4		4.5	98
Wuhoover LLP	425 Washington St, San Francisco, CA 94111	41544xxxx8	awo@w*****.com
SunTrust Bank	1 Montgomery St Ste 3220, San Francisco, CA 94104	41539xxxx0	a.n*****@s*****.com
NWK Group	50 California St Ste 1500, San Francisco, CA 94111	41524xxxx0	chu**@n*****.com	5	1
Transamerica Corporation	600 Montgomery St, San Francisco, CA 94111	41598xxxx0	agn*******@t*********.ca
Whitter Trust Co	505 Montgomery St Ste 620, San Francisco, CA 94111	41528xxxx0	aau@w**********.com
Chase Bank	360 Bay St, San Francisco, CA 94133	41547xxxx8	a.b@c****.com							944839	5658	37
GatherWell	Berkeley, CA 94702	51047xxxx3
Friedman Tully M	1 Maritime Plz Ste 1200, San Francisco, CA 94111	41578xxxx1
Cerity Partners	801 Montgomery St, San Francisco, CA 94133	41539xxxx7	aad*@c***********.com
Champlain Capital Partners	44 Montgomery St Ste 4250, San Francisco, CA 94104	41598xxxx4	a.l******@b**********.com
First American Title - Elaine La Mastra	1 Embarcadero Ctr Ste 1150, San Francisco, CA 94111	41565xxxx2	aal*@f****.com	4.5	15
Marra Salvatore	353 Sacramento St Ste 800, San Francisco, CA 94111	41561xxxx3
Low Income Investment Fund	100 Pine St, San Francisco, CA 94111	41577xxxx4	aa@l******.org
Risha Kilaru at OriginPoint (NMLS #249676)	580 California St Ofc 1616, San Francisco, CA 94104	51033xxxx4	bri*******@o********.com	3	2			5	14	322	3	357
Cherry	995 Market St, San Francisco, CA 94103	88883xxxx1	inf@p*********.com
Argent Group LTD	100 Pine St Ste 2460, San Francisco, CA 94111	41598xxxx0
Burgess Financial Planning	222 Columbus Ave, San Francisco, CA 94133	41552xxxx1	c18***************************@s***.wixpress
SELFi	44 Montgomery St Ste 02-172 San Francisco, CA 94103	88882xxxx1	ash*@s**.com	5	134	4.9	134
Pacific Crest Securitites Inc.	201 Spear St Ste 1300, San Francisco, CA 94105	50324xxxx1	abr***@p**********.com
Patrick Thor - Financial Advisor, Ameriprise Financial Services	3 Embarcadero Ctr Ste 1350, San Francisco, CA 94111	41547xxxx7	dns***@a*.com
Wedbush Securities	1 Bush St Ste 1700, San Francisco, CA 94104	41527xxxx0	a.c@w****.com							4508	289	4500
Fremont Group	199 Fremont St, San Francisco, CA 94105	41551xxxx1	aal****@f*********.com
TIAA Financial Services	4 Embarcadero Ctr Ste 1400, San Francisco, CA 94111	88884xxxx9	acc****************@t*.org	1	2
Magadini, John, AGT	353 Sacramento St, San Francisco, CA 94111	41574xxxx3	ame****************@a*.com							132834
Merrill Lynch Wealth Management	101 California St 24th Fl, San Francisco, CA 94111	41527xxxx0	ale********@m.com
Robert Stoker - UBS Financial Services Inc.	555 California St 32nd Fl, San Francisco, CA 94104	41596xxxx1	abc*@u.com
Alto Financial Inc.	345 California St Ste 600, San Francisco, CA 94104	41587xxxx5
Servimax	1673 Haight St, San Francisco, CA 94117	41568xxxx3		4.2	205
Raymond James	199 Fremont St, San Francisco, CA 94105	41548xxxx6	aar**********@r*********.com							17355
CoinFlip Buy and Sell Bitcoin ATM	593 Ofarrell St, San Francisco, CA 94102	77380xxxx6		4	4
Rosewood Capital	1 Maritime Plz Ste 1575, San Francisco, CA 94111	41536xxxx6	ann@r*********.com
Duan Wei-Maynez, CPA	870 Market St Ste 723 San Francisco, CA 94102	41595xxxx9	inf@d****.net		119	5	2			460	32
Wells Fargo Advisors Financial Network	580 California St Ste 1200, San Francisco, CA 94104	41587xxxx0
Petkevich & Partners	501 2nd St, San Francisco, CA 94107	41548xxxx0	bri@f*******.com
Probitas Partners	425 California St, San Francisco, CA 94104	41540xxxx0	cam@p***************.com
SFBay Financial	201 Spear St Ste 1100 San Francisco, CA 94105	41570xxxx5	ann*****@s***********.com	5	2	5	30
Braven Capital	475 Sansome St Ste 1850, San Francisco, CA 94111	41539xxxx0	aac***@d****.com					4.3	25	2979	414	3000
Charles Schwab	101 New Montgomery St, San Francisco, CA 94105	41563xxxx4	aar******@s***.com
AVA Insurance	548 Market St San Francisco, CA 94104	65056xxxx7	hel@r********.com
Fort Capital Resources	733 Front St Unit 211, San Francisco, CA 94111	41581xxxx3	ama*****@f*****************.com
Jeff Parrott at Guaranteed Rate (NMLS #318227)	41 Freelon St, San Francisco, CA 94107	41569xxxx8
Chase	833 Mission St, San Francisco, CA 94103	80093xxxx5	acc********@c**.com	2.2	13
Etonien LLC	201 Mission St Ste 2129, San Francisco, CA 94105	41558xxxx2	bre******************@e****.com
1st United Credit Union	2175 Milvia St, Berkeley, CA 94704	80064xxxx3	abe****@1********.org	4.8	9	4	31			10428
Synapse Financial Technologies Inc	150 Sutter St, San Francisco, CA 94104	41568xxxx3	ado*@s******.com
Bank of San Francisco	345 California St Ste 1600 San Francisco, CA 94104	41574xxxx0	ale*******@b****.com			4.4	20
American Financial Group	505 Sansome St Ste 585, San Francisco, CA 94111	41567xxxx4
Housatonic Partners	1 Post St Ste 2600, San Francisco, CA 94104	41595xxxx0	ala*****@h***************.com
Gabi Personal Insurance Agency	512 2nd St 3rd Floor San Francisco, CA 94107	32337xxxx1	adv***@g*.com			3.2	95			10080
Hellman & Friedman	1 Maritime Plz, San Francisco, CA 94111	41578xxxx1	aai@h.com
Northern Trust	580 California St Ste 1900, San Francisco, CA 94104	41576xxxx0	abc*@n**********.com							9050		9500
Lara Blake - RPM Mortgage	3608 Grand Ave, Ste 203 Oakland, CA 94610	51020xxxx9	abl*@r****.com			5	80
IdealRatings	425 Market St, San Francisco, CA 94105	41595xxxx7	aad@i*********.com
U.S. Bank	3550 Geary Blvd, San Francisco, CA 94118	41583xxxx0	aar**********@u***.com	2.8	24					344810	4799	346000
Oum & Co	601 California St Fl 18 San Francisco, CA 94108	41543xxxx4	a@o*****.com	5	3	5	2
Stifel	100 Pine St Ste 1750, San Francisco, CA 94111	41539xxxx7	abb**@s***.com							4751		5200
Skylark Wealth	2443 Fillmore 380-1492 San Francisco, CA 94115	41588xxxx9	jan@s***********.com			5	1
Ameriprise Financial	180 Montgomery St Ste 1700, San Francisco, CA 94104	41528xxxx0	ame****************@a*.com
Bank of America	San Francisco, CA 94102	41568xxxx2				1.3	27
Jocelyn Reitzel Sullivan - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx8	dns***@a*.com									91
U.S. Trust	235 Pine St, San Francisco, CA 94104	41591xxxx8	aar**********@u****.com
Jamie Durrani	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx0	abc**@r***.com
DiVita Home Finance	1610 Tiburon Blvd Ste 102 Tiburon, CA 94920	80023xxxx3	joh@m**********.com	5	20	5	8	5	18	1231	14	1200
Devine & Gong Inc	101 Montgomery St, San Francisco, CA 94104	41578xxxx3	and**@d*******.com
Paul Capital Partners	100 Drumm St, San Francisco, CA 94111	41544xxxx0	bsh***@p****.com
Bay Analytics	2953 Broderick St, San Francisco, CA 94123	41529xxxx4
ClearXchange LLC	333 Market St, San Francisco, CA 94105	41537xxxx1	adm@i***************.com
Compass Equity Advisors	101 Montgomery St Ste 2500, San Francisco, CA 94104	41532xxxx0
The Business Center	1164 W Tennyson Rd, Hayward, CA 94544	51078xxxx1				3.9	22
Embarcadero Financial Group	1 Embarcadero Ctr, San Francisco, CA 94111	41539xxxx0	jze**@e*****************.com
Farnsworth Search Group	505 Montgomery St, San Francisco, CA 94111	41587xxxx3	joh@f**************.com
Bank of America Financial Center	2325 Noriega St San Francisco, CA 94122	41562xxxx0	ahm*****@b*.com			2.6	15
Karen Alcala	255 Battery St, San Francisco, CA 94111	70729xxxx3	abc****@f**********.com							12472		13000
First Republic Bank	44 Montgomery St, San Francisco, CA 94104	41539xxxx8	aa@f************.com	4.4	8
Sigfig	225 Valencia St, San Francisco, CA 94103	41555xxxx1	aar*******@s***.com							3087	25	3000
Crocker Capital	1 Post St, San Francisco, CA 94104	41595xxxx0	ama*@c***********.com
Impact Community Capital	450 Sansome St, San Francisco, CA 94111	41598xxxx4	aas*****@i**********.net
Henry Wagner - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx5
Stanza Tax Services	13925 San Pablo Ave Ste 105 San Pablo, CA 94806	51077xxxx9	inf@s******.com			5	1
Grail Partners	2 Embarcadero Ctr # 8, San Francisco, CA 94111	41542xxxx0
PENSCO Inc	450 Sansome St, San Francisco, CA 94111	41527xxxx0	aac*@l****.com					5	16	374	23	393
Financial Technology Partners	601 California St, San Francisco, CA 94108	41551xxxx0	aar****@f*******.com							72		74
Ameriprise Financial	230 California St Ste 207, San Francisco, CA 94111	41562xxxx5	ame****************@a*.com
Virtual CPA For You	San Francisco, CA 94133	41570xxxx9	baf***************************@s***.wixpress			4.4	14					96
Bank of America Financial Center	288 W Portal Ave, San Francisco, CA 94127	41562xxxx1	ahm*****@b*.com			2.7	33
Glass Lewis & Co	1 Sansome St Ste 3300, San Francisco, CA 94104	41567xxxx0	aad*****@g*******.com
Chase Bank	2 Embarcadero Ctr, San Francisco, CA 94111	41598xxxx0	a.b@c****.com	3.7	10
Osborne Partners Capital Management	580 California St Ste 1900, San Francisco, CA 94104	41536xxxx7	aar**@o************.com
Guarantee Mortgage Corporation	601 Van Ness Ave Ste P, San Francisco, CA 94102	41544xxxx0	afe****@g***.com
Premier Financial Group	425 Market St Ste 970, San Francisco, CA 94105	41595xxxx0
Ameriprise Financial	50 California St, San Francisco, CA 94111	41527xxxx8	ame****************@a*.com							132830
Baycal Financial Corp	825 Van Ness Ave Ste 602, San Francisco, CA 94109	41588xxxx8
Chase	540 Alabama St, San Francisco, CA 94110	41586xxxx6	a.b@c****.com
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	47
Ftv	555 California St, San Francisco, CA 94104	41522xxxx0	aab***@f*******.com
Progress Investment Management	33 New Montgomery St, San Francisco, CA 94105	41553xxxx0	dsh*@p***************.com
Bento For Business	221 Main St Ste 1325, San Francisco, CA 94105	86622xxxx5	abi**@b*************.com
Blue Streak Advances	200 Clay St San Francisco, CA 94105	86659xxxx7
Diverse Ventures Wealth Management Group - UBS Financial Services Inc.	555 California St 46th Fl, San Francisco, CA 94104	41595xxxx8	abc*@u.com
Matthews Internatl. Capital Mngmnt	100 Drumm St, San Francisco, CA 94111	41595xxxx0
Trading Financial Credit	3205 24th St, San Francisco, CA 94110	41573xxxx1	ale@t*****.com
Wells Fargo Advisors	30 Dan Rd, San Francisco, CA 94105	41539xxxx2	a-w*************@w***************.com
Pacific Postal Credit Union	175 Mendell St San Francisco, CA 94124	41555xxxx7	cml****@p*.org
Stephen Wong - Bayone Reic	1754 Technology Dr, Ste 108 San Jose, CA 95110	40878xxxx8	ste*********@g**.com	4.7	24	4.9	196
Cecchin Townsend Group	345 California St, San Francisco, CA 94104	41544xxxx8	joh******@c.rbcwealthmanagement
OUM & Co	465 California St, San Francisco, CA 94104	41543xxxx4	a@o*****.com
Lawrence Badiner Urban Planner	95 Brady St, San Francisco, CA 94103	41586xxxx5	lar@b*****************.com
FundersClub Inc.	1 Bluxome St, San Francisco, CA 94107	88840xxxx5
PFK Development Group LTD	301 Mission St Apt 36C, San Francisco, CA 94105	41539xxxx5	inf@c****************.com
AAA Oakland Rockridge Branch	1982 Pleasant Valley Ave, Oakland, CA 94611	51098xxxx7	aaa**********@n*****.aaa	4.3	466	3.7	188			201541	246	201000
Lahtinen Eric	455 Market St Ste 1480, San Francisco, CA 94105	41577xxxx9	dns***@a*.com
Law Finance Group	591 Redwood Hwy Ste 1200 Mill Valley, CA 94941	41544xxxx0	acu**@l*******.com
Dimov Tax Services	555 4th St, San Francisco, CA 94107	86626xxxx5	ade**@d*****.com			4.9	553
Veem	50 Osgood Pl, San Francisco, CA 94133	87727xxxx9	abb*****@v*.com
Wells Fargo Advisors	655 8th St, San Francisco, CA 94103	41537xxxx5	a-w*************@w***************.com
Empire Financial	150 California St, San Francisco, CA 94111	41521xxxx2
Christopher Detzer	350 Oakland Ave, Oakland, CA 94611	51073xxxx9				4.9	18
Tatia Mac Kinnon - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	aud***********@a*.com							41	9	71
GP Bullhound Inc.	1 Maritime Plz, San Francisco, CA 94111	41598xxxx0	abh****@g********.com
American Express Financial Advisors Inc	101 California St, San Francisco, CA 94111	41539xxxx9	kka***@s********.co
Tao's Investment	600 California St Fl 20, San Francisco, CA 94108	41556xxxx8	acc********@v*******.com
Chase Bank	555 Mission St, San Francisco, CA 94105	41553xxxx5	abc*****@c**.com	4.2	19
First Pacific Bonding	109 Bartlett St, San Francisco, CA 94110	41590xxxx2	ton@f******.com
RBC Capital Markets	201 Clay St, San Francisco, CA 94111	41595xxxx5	a.p**@r**.com
Abizinabox	378 Embarcadero W Unit 502 Oakland, CA 94612	51076xxxx7				5	2
Securities America	555 California St, San Francisco, CA 94104	41557xxxx5	aad******@s**************.com
Cutler Group LP	101 Montgomery St Ste 700, San Francisco, CA 94104	41564xxxx5	dav@c********.com
Integroup Financial Advisors	870 Market St Ste 486, San Francisco, CA 94102	41539xxxx0
Kelly Lux - State Farm Insurance Agent	2221 Harbor Bay Pkwy Alameda, CA 94502	51052xxxx2	inf@k******.com	5	217	4.6	68			1140
Flexible Funding	1 Embarcadero Ctr Ste 1510, San Francisco, CA 94111	41539xxxx0	ahm@f************.com
Merrill Lynch Wealth Management	315 Montgomery St, San Francisco, CA 94104	56139xxxx8	ale********@m.com
U.S. Bank	185 Berry St Ste 3000, San Francisco, CA 94107	41535xxxx2
Jp Morgan Chase	3998 24th St, San Francisco, CA 94114	41582xxxx4	acc********@c**.com	3.3	22						16
Aquarius Equipment Finance Inc	505 Montgomery St, San Francisco, CA 94111	41532xxxx0	dsm*@a***.com
Matthew Shlicoff: Allstate Insurance	475 El Camino Real Ste 307 Millbrae, CA 94030	65069xxxx0	a**00@a*****.com	5	13	4.6	22
Nexxo Financial	2301 Mission St, San Francisco, CA 94110	41558xxxx8
Figure Technologies	Suite 2700, 650 California St 27th floor, San Francisco, CA 94108	88881xxxx8	aae@f****.com	3.9	23
Chase Bank	700 Market St, San Francisco, CA 94102	41527xxxx0	acc********@c**.com	2.5	30	2.1	86			871051	5277
Chase	1318 Stockton St, San Francisco, CA 94133	41598xxxx8	abc*****@c**.com	2.5	15
Dci	201 Spear St, San Francisco, CA 94105	41576xxxx1	con***@v********.com
Charles Schwab	200 California St, San Francisco, CA 94111	41526xxxx6	aar******@s***.com
Morgan Stanley Wealth Management	1 Sansome St Fl 38, San Francisco, CA 94104	41598xxxx0
San Francisco Equity Compensation Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx9	abc*@u.com
Chase Bank	98 W Portal Ave, San Francisco, CA 94127	41568xxxx4	cha***@c**.com			2.7	30
Equity Bridge Capital	1200 Gough St Ste 900, San Francisco, CA 94109	41576xxxx8
Dedicated Capital Advisors	601 Montgomery St, San Francisco, CA 94111	41576xxxx8	inf@d***********.com
Financial Technology Ventures	555 California St Ste 2900, San Francisco, CA 94104	41522xxxx0	aar****@f*******.com
Sterling Futures	1 Embarcadero Ctr Ste 500, San Francisco, CA 94111	41531xxxx8	mal***@s*************.com
David Wong - State Farm Insurance Agent	267 Miller Ave, Mill Valley, CA 94941	41538xxxx8				4	33
U.S. Bank	540 Van Ness Ave, San Francisco, CA 94102	41570xxxx0	aar**********@u***.com		67
Michael Yochum, CFP, CRPS - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx9	abb*******@u.com
Cyrus Virtual Office	4096 Piedmont Ave, Oakland, CA 94611	51022xxxx8
Technology Credit Union	1449 Mission St, San Francisco, CA 94103	80055xxxx0	abe*****@t***.com	3.8	12	4.3	37
Ameriprise Financial	1405 Van Ness Ave Apt 212, San Francisco, CA 94109	41592xxxx8	dns***@a*.com
BPM	One California St Ste 2500 San Francisco, CA 94111	41542xxxx7	aa@b*****.com			1.2	10
Mex Express Inc	2141 Mission St, San Francisco, CA 94110	41535xxxx0	inf@g**********.com
Tax Ninja	363 17th St Ste 1 Oakland, CA 94612	41521xxxx4	adm@t*****.com	4.8	16	4.2	203
Wells Fargo Advisors	555 California St Ste 2300, San Francisco, CA 94104	41529xxxx0	aim******@w***************.com							188275		189000
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx6	and**********@a*.com									92
SunFunder Inc	2443 Fillmore St # 380-2858, San Francisco, CA 94115	84478xxxx3
Applied Financial Technology	180 Sansome St Ste 1200, San Francisco, CA 94104	41598xxxx0
JVS	1 Post St Ste 700 San Francisco, CA 94104	41539xxxx0	ali*@j.org			3.6	37	4.8	56	1710	436	1800
Greenhill Company Inc	600 Montgomery St, San Francisco, CA 94111	41521xxxx0	aab****@g******.com
Joseph A. Seidler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	rbc*******@r.com							12806
MyVest	275 Battery St, San Francisco, CA 94111	41536xxxx1	car**@m***.com												5	2
Blue Shield of California	50 Beale St, San Francisco, CA 94105	80039xxxx0	aab*******@b*********.com	2.5	8	1.2	800			108918		109000
Edward Jones - Financial Advisor: Damon Liang	2000 Van Ness Ave Ste 714, San Francisco, CA 94109	41577xxxx0	a.j*******@e********.com							87384		100000
Sam Krueger - Guaranteed Rate	1400 Shattuck Ave, Ste 1 Berkeley, CA 94709	51034xxxx0	ada*******@r*.com		8	5	15
McMorgan & Co	1 Front St, San Francisco, CA 94111	41578xxxx0	ade**@m*****.com
Quantitative Management Associates	301 Clay St, San Francisco, CA 94111	41539xxxx1	con****@p*.com
H & S Financial Advisors	60 Spear St, San Francisco, CA 94105	41542xxxx6	aca****@h*******.com
Piper Jaffray	50 California St, San Francisco, CA 94111	41561xxxx0
ABM Network Finance	375 Beale St, San Francisco, CA 94105	41565xxxx2
Catalyst Innovation Partners	701 China Basin St Ste 104 San Francisco, CA 94158	41589xxxx0	ash*@c***********************.com	5	2
Ace Parking	580 California St, San Francisco, CA 94104	41577xxxx0	abe***@p****.com
Oster-Konigsberg Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx3	abc*@u.com
Stewart & Patten Co	1 Post St, San Francisco, CA 94104	41542xxxx2	dev****@c*************.com
Aikapa	1 Market St, Spear Tower, San Francisco, CA 94105	41554xxxx7	adm@a***.com
Moss Wong Associates	103 The Embarcadero, San Francisco, CA 94105	41576xxxx1
Chase Bank	101 Montgomery St, San Francisco, CA 94104	41595xxxx7	abc*****@c**.com
Cooperative Center Federal Credit Union	3015 San Pablo Ave, Berkeley, CA 94702	51084xxxx8	ac@c******.org			2.3	78
Atlas Financial	503 Divisadero St, San Francisco, CA 94117	41577xxxx6	cjh***@a*********.com
Legacy Wealth Management Group	101 California St Suite 2710, San Francisco, CA 94111	41596xxxx3
Optimus Fintech Inc	1700 Montgomery St Suite 108, San Francisco, CA 94111	73260xxxx6	inf@o*****.tech
Arbor Financial Systems	103 E Blithedale Ave, Ste 2 Mill Valley, CA 94941	41550xxxx0	ank*********@a****.com
Suzanne Eikel - Eikel Tax & Financial Solutions	2010 Crow Canyon Pl Ste 100 San Ramon, CA 94583	92528xxxx4
Maven Financial Inc	403 Main St, San Francisco, CA 94105	41576xxxx8
Corporate Diligence Specialists	475 Sansome St, San Francisco, CA 94111	41586xxxx9	bdr@c***.com
Financial Technology Holdings	560 Mission St, San Francisco, CA 94105	41551xxxx0	aar****@f*******.com
Bellwether Capital Management LLC	315 Montgomery St, San Francisco, CA 94104	41596xxxx1	aid@b*********.com
Ashley Evans	1 Front St 23rd Fl, San Francisco, CA 94111	41526xxxx6
Chase Bank	101 Mclellan Dr, Ste 1041 South San Francisco, CA 94080	65061xxxx0	acc********@c**.com			3.4	18
Kimberly Twombly, CFP - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx0	abc*@u.com
Wells Fargo Advisors	1560 Van Ness Ave, San Francisco, CA 94109	41539xxxx5
Stifel Financial Corp	120 Kearny St, San Francisco, CA 94108	41539xxxx8	abb**@s***.com							4268
Cw Capital	455 Market St, San Francisco, CA 94105	41528xxxx0	aas@c******.com
Lendify Financial	225 Bush St, San Francisco, CA 94104	41539xxxx1
Chase Bank	2112 15th St, San Francisco, CA 94114	41535xxxx0	acc********@c**.com	4	56	2.5	50			2	30	2
ImaginativePRO	San Francisco, CA 94104	92565xxxx8	tom***@i***********.com
Benjamin Dean - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx2
truenorth	424 Clay St, San Francisco, CA 94111	65020xxxx0	cto**@t******.co	4	2
Jeanette Ellen Strother - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx4	dns***@a*.com									91
Jh Partners	451 Jackson St, San Francisco, CA 94111	41536xxxx0	adm@j*******.com							112		114
Piedmont Avenue Consulting	3873 Piedmont Ave Ste 2 Oakland, CA 94611	51030xxxx6	aub*@p********.com	5	6	5	40			580	9	577
Vallis Advisors - UBS Financial Services Inc.	555 California St Ste 3200, San Francisco, CA 94104	41596xxxx3	abc*@u.com
Jane Capital Partners	505 Montgomery St Ste 2FL, San Francisco, CA 94111	41527xxxx0	bne**@j********.com
Flex Tax and Consulting Group	1160 Battery St E, Ste 100 San Francisco, CA 94111	41586xxxx8	ale****@f****.com	4.8	53	4.8	150			1171		1100
Pharus Advisors	601 Montgomery St, San Francisco, CA 94111	41583xxxx0	avi*@p***.com
Rhodes And Fletcher	465 California St, San Francisco, CA 94104	41536xxxx6	inf@p******************.com
Chase Bank	275 Battery St Lbby 2, San Francisco, CA 94111	41598xxxx0	abc*****@c**.com
LZD Heights Wealth Management - Alex. Brown, A Division of Raymond James	101 California St Ste 4500, San Francisco, CA 94111	41564xxxx1	ale*****@a******.com
Upside Financial	340 Ritch St, San Francisco, CA 94107	88850xxxx0
Bank of the West	321 Gellert Blvd, Daly City, CA 94015	65099xxxx2	aab**@b**********.com			2.5	28	3	1057	98520	1576	99000
Flintkote	201 Clay St, San Francisco, CA 94111	41598xxxx5
Klein-Nugent Derivatives Group - UBS Financial Services Inc.	555 California St Ste 4650, San Francisco, CA 94104	41595xxxx1	aar*****@u.com							229658
Afl-Cio Housing Investment Trust	1 Sansome St Ste 3500, San Francisco, CA 94104	41543xxxx4	apr**@a*******.com
Mechanics Bank	343 Sansome St, Ste 100 San Francisco, CA 94104	41524xxxx1	aar*****@m**********.com	2.4	7	3.7	46
Chase Bank	151 Warriors Way Ste 100, San Francisco, CA 94158	41522xxxx0	acc********@c**.com	3.2	36
Max Netflow	333 Bush St San Francisco, CA 94104	41543xxxx9	c18***************************@s***.wixpress	5	4	5	2
Fremont Bank	200 Townsend St, San Francisco, CA 94107	41548xxxx1	a@f**********.com	4.3	6
Why Blu	San Francisco, CA 94105	41594xxxx7	ask@w*****.com			5	25
Wells Fargo Bank	3624 Geary Blvd, San Francisco, CA 94118	41539xxxx8	aar********@w*******.com	3.3	28	3.7	47			153567		11
Wells Fargo Advisors	601 Market St, San Francisco, CA 94105	41539xxxx2			274
Morgan Stanley Wealth Management	101 California St, San Francisco, CA 94111	41569xxxx0	aar*********@m*********************.com
First Financial	2001 Union St Ste 270, San Francisco, CA 94123	41535xxxx0	ate*****@u*******.com
Class Action Service	231 Sansome St, San Francisco, CA 94104	41523xxxx0	aar@b***.com
Thomas Van Dyck - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	mic**********@r.com
The Parnassus Fund	1 Market St Ste 1600, San Francisco, CA 94105	41577xxxx0	a.j**********@e********.com
Howell Capital	177 Steuart St, San Francisco, CA 94105	41539xxxx6
Taxplus Financial Services	44 Gough St Ste 205, San Francisco, CA 94103	41543xxxx0	inf@t**************.com	5	1
GT Financial Group	2044 Union St, San Francisco, CA 94123	41529xxxx0
U.S. Bank	2601 Mission St, San Francisco, CA 94110	41582xxxx0	aar**********@u***.com							344810	4799	346000
MPR Financial	1320 Solano Ave, Ste 201 Albany, CA 94706	51052xxxx6	and*@m*********.com			4.8	205
Aquitaine Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx2	abc*****@u.com
Priority Tax Relief	1485 Bayshore Blvd, Ste 469, San Francisco, CA 94124	88870xxxx2	inf@p***************.com
BTR Capital Management Inc	550 Kearny St Ste 510, San Francisco, CA 94108	41598xxxx0
Check N' Go	3001 Mission St, San Francisco, CA 94110	41564xxxx0	aan****@c*****.com
Bank of America Financial Center	391 Gellert Blvd, Daly City, CA 94015	65075xxxx4	ban********@e**.bankofamerica	2.5	59	2	121			943053		29
Millie Yang	2312 32nd Ave, San Francisco, CA 94116	41556xxxx9				5	12
Chase Bank	630 E Blithedale Ave Mill Valley, CA 94941	41588xxxx8	abc*****@c**.com	2.6	21	3.6	14
Beacon College Funding Solutions Inc	1326 Castro St, San Francisco, CA 94114	41555xxxx0	inf@b******************.com
Russian Hill Tax Prep	San Francisco, CA 94109	41599xxxx9
Kevin Chung	111 Pine St, San Francisco, CA 94111	41526xxxx4	acc**********@f**********.com
Manlapaz, Nicolo, AGT	353 Sacramento St, San Francisco, CA 94111	41528xxxx0	ame****************@a*.com							132834
BillFloat.com	PO Box 626, San Francisco, CA 94104	80074xxxx1
Mhuammad Ismail	345 Columbus Ave, San Francisco, CA 94133	34597xxxx3
TATG	San Francisco, CA 94111	41587xxxx4	joh@t******.com			3.7	3					113
Jason Osenton - U.S. Bank	Larkspur, CA 94939	41526xxxx0	adr***********@u***.com			5	66			345281	5445	348000
Bank Of America	2620 5th St Alameda, CA 94501		ban********@e**.bankofamerica	2.6	5	1.6	9
Pacific Precious Metals	302 Caledonia St Ste 3 Sausalito, CA 94965	62821xxxx5	chr****@p******************.com			5	44
Capital One Café	101 Post St, San Francisco, CA 94108	41524xxxx0	aar**@c*******.com	4.3	200	4.3	397			178330	10245	39
William Row Jr - Financial Advisor, Ameriprise Financial Services	1 Sansome St Ste 3500, San Francisco, CA 94104	41539xxxx9	dns***@a*.com							71		75
Glenn Rodriguez at Guaranteed Rate (NMLS #238969)	41 Freelon St, San Francisco, CA 94107	41565xxxx7
Leo Berwick	1 Market St, San Francisco, CA 94105	61953xxxx4	inf@l********.com
Mellon Financial Corporation	525 Market St Fl 35, San Francisco, CA 94105	41539xxxx6
Sutton Management	101 California St Ste 1600, San Francisco, CA 94111	41586xxxx0
Yosef Shapiro - Mortgage Broker	1425 N McDowell Blvd Ste 209 Petaluma, CA 94954	70728xxxx7	ys@e*********.com			5	44
Inverness Advisors	601 Montgomery St, San Francisco, CA 94111	41535xxxx1	ago**@i***************.com
Ameriprise Financial Services Inc	44 Montgomery St, San Francisco, CA 94104	41528xxxx0	and**********@a*.com
Lombard Investments Inc	1 Embarcadero Ctr, San Francisco, CA 94126	41539xxxx0	aai*****@l***************.com
Prager Sealy & Co	1 Maritime Plz, San Francisco, CA 94111	41540xxxx0	aar*********@p***.com
Parachute	One Sansome St, Ste 3500 San Francisco, CA 94104	41576xxxx0	new*****@p***********.com			4.8	33
Lendtable	44 Montgomery St., San Francisco, CA 94104	41523xxxx2	0e4***********************************@w***************.com
Mosher Financial Group	3180 18th St Ste 102, San Francisco, CA 94110	41525xxxx7
Landis Communications Inc. Public Relations	2032 Scott St San Francisco, CA 94115	41556xxxx8	ay@l*******.com	4.7	21	5	11			1040	133	998
Kinetic Asset Management	625 Market St Ste 500, San Francisco, CA 94105	41535xxxx0	har****@a*****.com
Charles Schwab	200 California St Fl 01 San Francisco, CA 94111	41526xxxx6	app*****************@s***.com			2.3	20
Michael Patrick Partners	388 Market St Ste 1300 San Francisco, CA 94111	65032xxxx5	ali*@m*******************.com
Thomas P. Collins - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	wms********@r.com							14721		16000
747 Front Elv 2sf	747 Front St, San Francisco, CA 94111	41598xxxx9
Payward Inc.	237 Kearny St Ste 102, San Francisco, CA 94108	65043xxxx9	a.-***@k***.com
Russian Hill Investors	580 California St Ste 1600, San Francisco, CA 94104	41528xxxx0	bra*******@a********.net
SunnyHill Financial	600 California St Fl 15-007, San Francisco, CA 94108	80037xxxx6	ale****@s***************.com	4.9	310
The Payroll Resource Group	505 Montgomery St Ste 1250, San Francisco, CA 94111	41583xxxx0	cri@p*****************.com										5	1
Wells Fargo Bank	1800 Solano Ave Berkeley, CA 94707	51055xxxx0	aar********@w*******.com	3.5	14	3	35			155517		11
Legend Merchant Group	201 Mission St, San Francisco, CA 94105	41595xxxx5	ese**@l***********.com
Chase Bank	1040 Grant Ave, San Francisco, CA 94133	41542xxxx2	acc********@c**.com	3.9	22
Charles Schwab	580 California St, San Francisco, CA 94104	80066xxxx8
Chinn Vincent M Inc.	849 Kearny St, San Francisco, CA 94108	41598xxxx5	lc@v************.com	1	1
Jeanette Su, CPA	El Cerrito, CA 94530	71445xxxx1
Wells Fargo Advisors	286 King St, San Francisco, CA 94107	41522xxxx0
Robertson Stephens	455 Market St Ste 1600, San Francisco, CA 94105	41550xxxx0	abl@r******.com
Mechanics Bank	9996 San Pablo Avenue El Cerrito, CA 94530	51055xxxx0	aar*****@m**********.com	2.9	8	3.6	37
RBC Wealth Management	2 Embarcadero Ctr Ste 600, San Francisco, CA 94111	41563xxxx0	rbc*******@r.com
Tradeshift Holdings	221 Main St Ste 250, San Francisco, CA 94105	80038xxxx5	aar********@t*******.com												5	8
Phanes Technology	San Francisco, CA 94103	91660xxxx2
Dean Rizzi at Guaranteed Rate (NMLS #237278)	41 Freelon St, San Francisco, CA 94107	41551xxxx0	aar******@r*.com	5	11
Artience Capital Management	1 Market St Ste 2200, San Francisco, CA 94105	41535xxxx8	inf@a*************.com
American Express	150 Hayes St, San Francisco, CA 94102	80047xxxx8	aar@a************.com							898016
First American Title - Megan Sorensen	1 Embarcadero Ctr Ste 1150, San Francisco, CA 94111	41531xxxx0	aal*@f****.com
Chase Bank	1655 3rd St, San Francisco, CA 94158	41522xxxx0
Roof Eidam & Maycock Associated Securities	235 Pine St, San Francisco, CA 94104	41578xxxx0	joh@r**********.com	5	2
Charles Schwab	88 Kearny St Ste 6, San Francisco, CA 94108	41540xxxx9	aar******@s***.com
Chase Bank	1811 19th Ave, San Francisco, CA 94122	41575xxxx0	acc********@c**.com	3.6	17	2.7	35			871051	5277
Coburn Barrett	1562 Grant Ave, San Francisco, CA 94133	41539xxxx1	ele****************@c**********.com
VeriSum, Inc	1 Spear St, San Francisco, CA 94105	80093xxxx8	bla**@v****.com
My Books and Taxes	Albany, CA 94706	51099xxxx9	adm@m**********.com			5	14			207		219
Houlihan Lokey Howard & Zukin	1 Sansome St Fl 17, San Francisco, CA 94104	41597xxxx8
Prime Wealth Management	2936 Domingo Ave Ste 1 Berkeley, CA 94705	51038xxxx9	rpr*@p********.com			5	3			1101		1100
Ramsdell Capital Mgmt	582 Market St Ste 1117, San Francisco, CA 94104	41539xxxx0	hel@r********.com
Citibank	3292 Sacramento St, San Francisco, CA 94115	41535xxxx7	abb********@c*.com							154324	1840	11
Norcob Capital Management	505 Montgomery St Fl 11, San Francisco, CA 94111	41536xxxx0	bob@s**************.com
Trent M Sova - Registered Practice Associate, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	dns***@a*.com
MortgageQueen.us Mortgage Broker	123 10th St, San Francisco, CA 94103	41568xxxx0	gin***@p****.net
Giftly	95 Minna St, San Francisco, CA 94105	80056xxxx9	aga@g***.com
Morgan Stanley Wealth Management	555 California St, San Francisco, CA 94104	41598xxxx0	aal*****@m**********.com							113354	3089	131000
Orion Home Loans	123 10th St, San Francisco, CA 94103	41533xxxx7				4	8
Wells Fargo Advisors	1160 Grant Ave, San Francisco, CA 94133	41539xxxx4
Financial Technology Partners	San Francisco, CA	41551xxxx0	abi***********@f*******.com												5	1
Jackson Square Financial	48 Gold St, San Francisco, CA 94133	41521xxxx3	ama**@j**.com		111
Sentient Investment Management	149 New Montgomery St, San Francisco, CA 94105	41524xxxx7	gxx*********@d****.com
The Wealth Wiz	6400 Christie Ave, Emeryville, CA 94608	51329xxxx7	lin@t**********.com			4.7	18
Teknos Associates	44 Montgomery Street, 3rd Floor, San Francisco, CA 94140	65033xxxx0
Wells Fargo Advisors	150 California St, San Francisco, CA 94111	41591xxxx9	ami************@w***************.com							188275		189000
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77
U.S. Bank	1435 Stockton St, San Francisco, CA 94133	41539xxxx0	aar**********@u***.com	3	14					345636	5336	348000
Health & Integrative Insurance Solutions	Berkeley, CA 94704	51096xxxx6				4.9	89
Sandy Lee - State Farm Insurance Agent	188 S Park St Ste 4 San Francisco, CA 94107	41522xxxx3		5	123	4.7	77
SpotOn	100 California St Fl 9 San Francisco, CA 94104	87781xxxx2	a.-***@s***.com	4	63	2.3	75			19800	300
Planning & Financial Advisors	44 Montgomery St, San Francisco, CA 94104	41567xxxx9	inf@s**************.com
S F Bay Area Educators Credit Union	851 Van Ness Ave Ste C1 San Francisco, CA 94109	41566xxxx3		2.8	5	1	2
Citibank	3296 Sacramento St, San Francisco, CA 94115	80075xxxx7
High Technology CPAS	201 Spear St Ste 1100 San Francisco, CA 94105	41563xxxx3	jc@h***********.com
Loss Mitigations	2601 Mission St, San Francisco, CA 94110	41577xxxx0
WP Advisors, LLC	201 Mission St Ste 1930, San Francisco, CA 94105	41577xxxx0	eri@w***********.com
Bailard	235 Pine St Ste 1800 San Francisco, CA 94104	65057xxxx0	acr****@b****.com
Vitavie Financial Planning	195 Moulton St Ste 102, San Francisco, CA 94123	41540xxxx2											5	1
California Bank & Trust	465 California St, San Francisco, CA 94104	41587xxxx0	aar********@c*********.com							6548	9	6600
Sterling Bank & Trust	2100 Market St, San Francisco, CA 94114	41543xxxx0	agl**@s*********.com			2	11			308
Avey, Randal	101 California St Ste 25, San Francisco, CA 94111	41527xxxx8	ale********@m.com
Bingham Osborn & Scarborough Wealth Management	345 California St Ste 1100, San Francisco, CA 94104	41578xxxx5	aar*******@b******.com