Business List: Wealth Management in Lake Forest, 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
National Business Brokerage	23120 Alicia Pkwy, Mission Viejo, CA 92692	94958xxxx7
Gilbreth, Stephen	2 Park Plz, Irvine, CA 92614	94997xxxx4	ame****************@a*.com							132834
Raymond James	22992 El Toro Rd, Lake Forest, CA 92630	94930xxxx1	aar********@r*********.com							17451		18000
William Nichols & Associates Inc.	17901 Von Karman Ave Ste 600, Irvine, CA 92614	94933xxxx0											5	1
Edward Jones - Financial Advisor: Ian White	26400 La Alameda Ste 104 Mission Viejo, CA 92691	94958xxxx0	a.j*******@e********.com			5	1			28		30
Woodson Wealth Management	San Diego, CA 92130	85892xxxx0	adm@w******.com			3	2			188	57
Titan Pacific Investments	1 Vellisimo Dr, Aliso Viejo, CA 92656	94991xxxx2
Fundco Investments	9911 Irvine Center Dr, Irvine, CA 92618	94947xxxx5	aci******@o***.com
Sortino Investment Adviso	28352 Avenida La Mancha, San Juan Capistrano, CA 92675	94948xxxx1
Mary Ghobry	28641 Marguerite Pkwy, Mission Viejo, CA 92692	94954xxxx3	abc*****@f**********.com							12452		13000
De Bellas and Co	21786 Tahoe Ln, Lake Forest, CA 92630	94985xxxx3	ade*****@d*****.com
Edward Jones - Financial Advisor: Jason K Somrak, ChFC®\|CEPA®	26161 Marguerite Pkwy Ste D, Mission Viejo, CA 92692	94936xxxx5	a.j*******@e********.com
Ascendiant Securities	4 Park Plz, Irvine, CA 92614	94925xxxx2	aow@a*******.com
Sun Pacific Group	17595 Harvard Ave, Irvine, CA 92614	94951xxxx9
Focus Wealth Management-Ameriprise Financial Services	6b Liberty Ste 225, Aliso Viejo, CA 92656	94966xxxx8	din*******@a*.com							472	9	472
Wells Fargo Advisors	27250 Alicia Pkwy, Laguna Niguel, CA 92677	94983xxxx8			36
Ulivi Wealth Management	369 S Glassell St, Orange, CA 92866	71477xxxx0	and*@a******************.com
Scottrade	32411 Golden Lantern, Laguna Niguel, CA 92677	94948xxxx8	dns***@s***.com
California Title Loans	2102 Business Center Dr Ste 130, Irvine, CA 92612	85533xxxx1	sup**@c*****************.org	5	7
Financial Management Network, Inc.	26041 Acero, Mission Viejo, CA 92691	94945xxxx0	asa***@f**.com	5	3
Bovee, Travis	180 E Main St, Tustin, CA 92780	71470xxxx0	acc********@e********.com							86737		98000
Insight Wealth Strategies, LP	100 Pacifica #360, Irvine, CA 92618	94945xxxx1	gro@i*************.com
Katiana Jamm - Financial Advisor, Ameriprise Financial Services	1 Park Plz Ste 600, Irvine, CA 92614	94938xxxx6	dns***@a*.com							184	24	189
Sequoia Partners - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94988xxxx7	abc*****@u.com
Wealth Management Strategies	17 Spectrum Pointe Dr Ste 507 Lake Forest, CA 92630	94983xxxx3
Dorman Skorheim Wealth Management, LLC	25301 Cabot Rd #208, Laguna Hills, CA 92653	94983xxxx9	inf@d************.com									60
PortSalus Wealth Management	27201 Puerta Real Suite 300 #23, Mission Viejo, CA 92691	94922xxxx2
THK Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx8	acc********@m**********.com
Hanna Capital Management	8105 Irvine Center Dr Ste 1170, Irvine, CA 92618	94927xxxx0
Global Trends Investments	2010 Main St, Irvine, CA 92614	94979xxxx0	anh@c*********************.com
Carruthers Brian & Associates	301 Forest Ave, Laguna Beach, CA 92651	94946xxxx0	bri@g*******.com
Merrill Lynch Financial Advisor Jay Brandon Mitchell	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx7	ban*******************@m.com
New Market Wealth Management	100 Spectrum Center Dr #125, Irvine, CA 92618	65790xxxx9	inf@c******.com							420	62	538
TBP Investments	29361 Wood Canyon Rd, Silverado, CA 92676	94958xxxx0
Russo, Michael	4 Venture, Irvine, CA 92618	94937xxxx7	dns***@a*.com							223		224
Liang & Quinley Wealth Management	7700 Irvine Center Dr Ste 270, Irvine, CA 92618	94974xxxx8	chr********@l.com
Angelica Corp	32 Los Cabos, Dana Point, CA 92629	31266xxxx5	acc**************@a*****.com
Morgan Stanley	18191 Von Karman Ave Ste 420, Irvine, CA 92612	94966xxxx3	ale*****@a***************.com
Harmon Street Advisors Inc	15707 Rockfield Blvd #135, Irvine, CA 92618	94938xxxx0		5	2
BPM Investments	1 Polaris Way, Aliso Viejo, CA 92656	94971xxxx7
Edward Jones - Financial Advisor: Jo Cinnamon	62 Orchard, Irvine, CA 92618	97180xxxx7
LH Property Services	Serving theLake Forest Area	94924xxxx0
Brett Mountain-Thrivent	49 Discovery, Irvine, CA 92618	94983xxxx1	adm@d*********.com
Chase Bank	22391 Antonio Pkwy Ste J-100 Rancho Santa Margarita, CA 92688	94963xxxx2	abc*****@c**.com	1.9	27	2.4	34			5	4	5
Advantage Financial Advisory Group	2 Venture Ste 240, Irvine, CA 92618	94946xxxx0	inf@f********************.com
Efh	2140 Ocean Way, Laguna Beach, CA 92651	94949xxxx5
Daniel Cucuiat - Signature Resources	2601 Main St Ste 700, Irvine, CA 92614	94979xxxx4	inf@s***.com							84		96
Advanced Planning Financial & Estate Services	25411 Cabot Rd Ste 209 Laguna Hills, CA 92653	94947xxxx0				5	4
Bjr Capital Holdings	2301 Dupont Dr, Irvine, CA 92612	94930xxxx7
Stephenson & Co	16411 Scientific, Irvine, CA 92618	94972xxxx5	bra@s*****************.com
Xel Advisors	337 N Vineyard Ave Ste 230 Ontario, CA 91764	71482xxxx1	car**@x********.com			4.9	53
Pathway Capital Management	18575 Jamboree Rd, Irvine, CA 92612	94962xxxx0	ada*********@p***********.com
Liling Lee - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx6	abc*****@u.com
Glenn B Hetzel & Associates, CPAs	25909 Pala Ste 320 Mission Viejo, CA 92691	94985xxxx9	all@h******.com			3.7	15
Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services	14771 Plaza Dr Ste M, Tustin, CA 92780	94925xxxx5	cry**********@a*.com		235					230		233
Sterling Financial Advisors	25950 Acero, Mission Viejo, CA 92691	94985xxxx0	d.o*****@s*******.com
Kairos Investment Management Co	30242 Esperanza, Rancho Santa Margarita, CA 92688	94970xxxx8	ala@r*******.com
Merrill Lynch Financial Advisor Melaina Cano	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx9	bri**********@b*.com
Serenity Financial Services	7545 Irvine Center Dr, Irvine, CA 92618	87735xxxx1	inf@s***************.org
Stamm Investment Corp	12 Kent Ct, Ladera Ranch, CA 92694	94932xxxx1
Larry R Schneider - Financial Advisor, Ameriprise Financial Services	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94946xxxx1	chr**************@a*.com
Galloway, Bruce	1901 Main St, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
Thrivent Financial Robert C Hintz CFP ChFC	22934 El Toro Rd, Lake Forest, CA 92630	94977xxxx0	a.v@t*******.com							411527		401000
Bankers Investment Group Inc	23272 Mill Creek Dr, Laguna Hills, CA 92653	94969xxxx9	aki***@b******************.com
Villegas & Associates	317 S Brand Blvd, San Fernando, CA 91340	81853xxxx0				4.8	100
Merrill Lynch Financial Advisor Christopher Doherty	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx5	bri**********@b*.com
American Discovery Energy Inc	27068 La Paz Rd, Aliso Viejo, CA 92656	94960xxxx1	inf*******@u*****.com	4.2	50			5	7	527	11	529
Chuck Berman Financial Advisor	100 Spectrum Center Dr Ste 330 Westpac Wealth Partners Irvine, CA 92618	91458xxxx3	aar********@t***.com			5	1			54305	37	104000
Olde Discount	23764 Mercury Rd, Lake Forest, CA 92630	94947xxxx0	san*****@y**.com	4.4	172			4.6	93	587	893	598
Rgt Capital Management LTD	1 Park Plz Ste 950, Irvine, CA 92614	94995xxxx5	abl******@r***.com
Bank of America Financial Center	23711 Moulton Pkwy Laguna Hills, CA 92653	94995xxxx7	alc*********@b**********.com			1.9	29
Ashley Mountain-Thrivent	49 Discovery, Irvine, CA 92618	80530xxxx3	adm@d*********.com
Steven D Curtis - Financial Advisor, Ameriprise Financial Services	26060 Acero Ste 109, Mission Viejo, CA 92691	94995xxxx2	dns***@a*.com
Summit Healthcare REIT, Inc	23382 Mill Creek Dr, Laguna Hills, CA 92653	94953xxxx2	bni******@s*****************.com
Merrill Lynch Financial Advisor John Jihyun Nam	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx0	ban*******************@m.com
Umpqua Bank	20 Pacifica, Irvine, CA 92618	94934xxxx9	aar*******@u*******.com							50686	639	49000
Pathway Capital Management	18101 Von Karman Ave Ste 330, Irvine, CA 92612	94962xxxx0
Securities America	18300 Von Karman Ave Ste 400, Irvine, CA 92612	94947xxxx1	aad******@s**************.com
Are You Serious About Making Money?	Lake Forest, CA 92630	94971xxxx1
MetLife	2601 Main St, Irvine, CA 92614	94985xxxx3	a@m******.com							695720	4076
Sarah Steele-Thrivent	49 Discovery, Irvine, CA 92618	94974xxxx0	adm@d*********.com
Castaneda Investments Inc	18 Knotty Oak Cir, Trabuco Canyon, CA 92679	94934xxxx6
Josh Hanlin - Financial Advisor, Ameriprise Financial Services	26141 Marguerite Pkwy Ste A, Mission Viejo, CA 92692	94938xxxx5	dns***@a*.com
Koukos, Constantine	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx0	acc********@m**********.com
Thompson, Taylor	20 Pacifica, Irvine, CA 92618	94945xxxx2	abc*****@u.com
Mazzotta, David P	1901 Main St, Irvine, CA 92614	94980xxxx9	acc********@m**********.com
LPL Financial	10 Villeneuve, Newport Coast, CA 92657	94922xxxx1	aar******@l.com
Edward Jones	999 Corporate Dr Ste 205, Ladera Ranch, CA 92694	94934xxxx3	a.j*******@e********.com							86331		97000
Global Investment Fund	4521 Campus Dr, Irvine, CA 92612	71439xxxx0
Farsai and Farsai Inc	23276 S Pointe Dr, Laguna Hills, CA 92653	94976xxxx4											1	3
Total Quality Lending	7700 Irvine Center Dr Ste 760 Irvine, CA 92618	80030xxxx5	aar@t***.com			3.7	15			440	160
Markham Financial Services Inc	23332 Mill Creek Dr # 120, Laguna Hills, CA 92653	94959xxxx0	and*@m*************.com									28
T & J Kennedy Investments Inc	25 Montgomery, Mission Viejo, CA 92692	94947xxxx3
Four Corners	100 Spectrum Center Dr, Irvine, CA 92618	94993xxxx4
Rodney Jacobson - One Way Lending	Lancaster, CA 93536	66195xxxx0				5	6
Second Chance Financial	123 E Arrow Hwy, San Dimas, CA 91773	80022xxxx3	nn@s***********************.com	4.3	47	4.8	175
Sessions, Shawn	1901 Main St, Irvine, CA 92614	94995xxxx4	acc********@m**********.com
Landcap Investment Partners	27132 Paseo Espada, San Juan Capistrano, CA 92675	94934xxxx4	dba**@l******.com
Dod G Bateman Inc	20915 Coventry Ln, Lake Forest, CA 92630	94985xxxx3
Spectrum Wealth Management	9911 Irvine Center Dr Ste 100 Irvine, CA 92618	94959xxxx1	ben@s**********.com
Gregg Kaufman - Watermark Life	2659 Townsgate Rd Ste 105 Thousand Oaks, CA 91361	81858xxxx7	ala@w***********.com							51	12	55
Spectrum Wealth Management Llc	9911 Irvine Center Dr STE 100, Irvine, CA 92618	94950xxxx0	ben@s********************.com
Douglas Investments Co	Po Box 6359, Irvine, CA 92616	94955xxxx1
Thomas Seaman Company	3 Park Plz Ste 550, Irvine, CA 92614	94922xxxx1	ali*@t*********.com										5	1
Professional Practice Sales	18410 Irvine Blvd, Tustin, CA 92780	71483xxxx0
Newcap Partners Inc	2082 Michelson Dr, Irvine, CA 92612	94966xxxx9	bua@n***.com
Primestate Insurance Agency	23152 Verdugo Dr, Laguna Hills, CA 92653	94970xxxx7	con*****@r***.com
Zuk Financial Group	22936 El Toro Rd, Lake Forest, CA 92630	94947xxxx0	aha*@z*********.com	5	1
Kd Investments	27902 Torroba, Mission Viejo, CA 92692	94945xxxx8
Wells Fargo Advisors	30622 Santa Margarita Pkwy, Rancho Santa Margarita, CA 92688	94976xxxx0
Philip Song & Associates	Rancho Santa Margarita, CA 92688	94950xxxx1											5	5
Breaux Properties	23331 Gondor Dr, Lake Forest, CA 92630	94958xxxx8
Vasiljevic, Luka	1901 Main St, Irvine, CA 92614	94980xxxx8	acc********@m**********.com
Ascent Wealth	Irvine, CA 92618	94953xxxx9
Joshua Huezo-Thrivent	49 Discovery, Irvine, CA 92618	90923xxxx9	adm@d*********.com
NCE Inc	5200 Irvine Blvd, Irvine, CA 92620	94938xxxx2	acl*@a*.org
Quantum Leap Investments	3 Park Plz, Irvine, CA 92614	94983xxxx2
Merrill Lynch Financial Advisor Mitchell S Behm	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx4	bri**********@b*.com
GEM Accounting, Gem Gate, Inc	31 Commonwealth Irvine, CA 92618	94977xxxx1
Dk Property Investment	3881 Hamilton St, Irvine, CA 92614	71478xxxx1
SunAmerica	6 Venture, Irvine, CA 92618	94945xxxx5
Business Plans USA \| Business Plan Writing Services	200 Spectrum Center Dr STE 300, Irvine, CA 92618	94963xxxx3	con**@b*************.com	5	38			5	7			112
Gomberg McQuilkin Wealth Management Group	701 S Parker St, Orange, CA 92868	71449xxxx6	jod@g********************.com
Comprehensive Financial Services	18101 Von Karman Ave, Irvine, CA 92612	94955xxxx1
Matthew Sassani - Ameriprise Financial Advisor	9870 Research Dr Irvine, CA 92618	94978xxxx8	mat**@i*****.com	5	9							106
Premium Capital Funding	1905 E 17th St Ste 226, Santa Ana, CA 92705	88884xxxx8
Merrill Lynch Financial Advisor Nikki Wang	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx6	ban*******************@m.com
TideRock Financial	9900 Research Dr Irvine, CA 92618	94921xxxx2	inf@t***************.com									13
Qtative	100 Spectrum Center Dr, Irvine, CA 92618	94929xxxx0	ehi***@q****.com
Paynter, Cara	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx7	acc********@m**********.com
Parse Financial	16520 Bake Pkwy Ste 105, Irvine, CA 92618	94987xxxx5
Marcia Riner	999 Corporate Dr Ste 205 Edward Jones Ladera Ranch, CA 92694	94934xxxx3	abc**@e********.com							87631		100000
Pacific Premier Bank	17901 Von Karman Ave Ste 1200, Irvine, CA 92614	94947xxxx5	aag*****@p*.com
Epic Wealth Planning	15707 Rockfield Blvd, Irvine, CA 92618	94920xxxx1
Joe Wu, CPA	Los Angeles, CA 90015	92577xxxx9	joe@j*****.com	4.3	6	5	4
Jackson Tidus	2030 Main St Ste 1200, Irvine, CA 92614	94975xxxx5	abe*****@j*********.law
Axis Accounting Solutions	32 Bryce Canyon Aliso Viejo, CA 92656	88848xxxx0	d-j*@m*************.com
PlushStone Advisory Tax & Accountancy	29829 Santa Margarita Pkwy Ste 100 Rancho Santa Margarita, CA 92688	94945xxxx3	inf@p***********.com			5	3
Curtis, Steven D, AGT	28202 Cabot Rd, Laguna Niguel, CA 92677	94995xxxx2	ame****************@a*.com							132834
Edward Jones - Financial Advisor: Omar Houssainy	23046 Avenida De La Carlota Ste 600 Laguna Hills, CA 92653	94936xxxx4	a.j*******@e********.com							87631		100000
Edward Jones - Financial Advisor: Brian P Walsh	31351 Rancho Viejo Rd Ste 206, San Juan Capistrano, CA 92675	94944xxxx2	a.j*******@e********.com	4	2					85136
Merrill Lynch Financial Advisor Michael J Scherer	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx7	ale********@m.com	5	2
NA Wealth & Legacy	4101 Birch St Ste 130 Newport Beach, CA 92660	95126xxxx6	nay*@n************.com			5	6
K Dg Investments	1 Post, Irvine, CA 92618	94945xxxx0
Securities America Inc	18231 Irvine Blvd Ste 203, Tustin, CA 92780	71473xxxx0	aad******@s**************.com
Full Circle Home Loans	99 E C St Ste 206 Upland, CA 91786	90998xxxx8	inf@f*****************.com			5	154
Sun Lan Corp	8102 E Santa Cruz Ave, Orange, CA 92869	71428xxxx4			46
James Buri-Morgan Stanley	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx7	acc********@m**********.com
Bentley Co	13658 Red Hill Ave, Tustin, CA 92780	71431xxxx6	aar*******@b**********.com
Mandichak Investments	25431 Cabot Rd Ste 202, Laguna Hills, CA 92653	94958xxxx5	pro@w****************.com
Financial Advisors U.S. Bancorp Investments	25972 Muirlands Blvd, Mission Viejo, CA 92691	94970xxxx9	aar**********@u***.com							345471	5393	348000
Edward Jones - Financial Advisor: Rick Riegle, CFP®	30131 Town Center Dr Ste 145, Laguna Niguel, CA 92677	94924xxxx8	a.j*******@e********.com									116
Wells Fargo Advisors	3951 Portola Pkwy, Irvine, CA 92602	71436xxxx0
Budc Capitol Holdings	5000 Birch St Ste 3000, Newport Beach, CA 92660	94947xxxx9
Nj Investment	14321 Franklin Ave, Tustin, CA 92780	71450xxxx2
Liang & Quinley Wealth Management	7700 Irvine Center Dr Ste 270 Irvine, CA 92618	94974xxxx8	chr********@l.com			5	1
Tempus Wealth Planning	100 Spectrum Center Dr Suite 1070, Irvine, CA 92618	94939xxxx5	cca**@t*****.com							108		107
Carter Financial Management	6 Venture Ste 120 Irvine, CA 92618	94945xxxx0
Simpson Capital Management	30872 Calle Barbosa, Laguna Niguel, CA 92677	94949xxxx2	dav@s***********.com									16
MNB Accountancy	16480 Bake Pkwy Ste 216 Irvine, CA 92618	94922xxxx4	8f1***********************************@w***************.com
Jerris Wealth Management Group, Inc.	5 Corporate Park Ste 270, Irvine, CA 92606	94986xxxx7
Edward Jones - Financial Advisor: Josephine Palacios	180 E Main St Ste 104, Tustin, CA 92780	71457xxxx9	a.j*******@e********.com							87384		100000
Emerald Wealth Management, Inc.	5000 Birch Street, Suite 3000, Newport Beach, CA 92660	80022xxxx7	jan***@e**************.com	5	2
Advisors Mortgage Group - Lake Forest, CA	23832 Rockfield Blvd Suite 230, Lake Forest, CA 92630	86633xxxx0	adv***@a*************.com	4.8	73			4.8	245	1533	2470	1700
Centerpoint Financial Management	7700 Irvine Center Dr Ste 800 Irvine, CA 92618	94975xxxx5	hel@c***********.com			5	2
Thomas Jeffrey	2831 Watson, Tustin, CA 92782	71454xxxx2	cli********@h*********.com
Flagstar Bank	26020 Acero, Mission Viejo, CA 92691	94934xxxx4	aar******@f*****.com
The Life and Legacy Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx5
Wagoner, Robert, AGT	17332 Irvine Blvd, Tustin, CA 92780	71466xxxx0	dns***@a*.com
Salter, Alex	Aliso Viejo, CA 92656	94942xxxx2
N-PRO INVESTMENT	8903 Research Dr, Irvine, CA 92618	94926xxxx4
Thomas Seaman Co	1 Park Plz, Irvine, CA 92614	94922xxxx1	ali*@t*********.com
U.S. Bank – Wealth Management Banker: Michael Robertson	22831 Lake Forest Dr, Lake Forest, CA 92630	94947xxxx5	aar**********@u***.com	5.018
Morgan, Mark D	20 Pacifica, Irvine, CA 92618	94945xxxx8	abc*****@u.com
Jeffrey Gothard Wade Inc	24795 Via Lagunaria, Laguna Niguel, CA 92677	94964xxxx0
Aspen Ventures	1198 Jefferson Way, Laguna Beach, CA 92651	94949xxxx7
Envision Financial	18101 Von Karman Ave Ste 1420, Irvine, CA 92612	71424xxxx0	aam*******@e*.com
Charles Schwab	27201 Puerta Real Ste 100 Mission Viejo, CA 92691	94934xxxx0	ian*********@s***.com			2.7	11
E3 Coastal Advisors, LLP	5050 Avenida Encinas Ste 350 Carlsbad, CA 92008	76043xxxx5				4	4
Schwimmer, Steven	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx4	acc********@m**********.com
NoCobra.com Dental And Health Insurance Services	27 Lazurite Ste 100 Rancho Santa Margarita, CA 92688	94971xxxx2	fee***@n****.com			5	1
Absolute Financial	21201 Virtuoso Irvine, CA 92620	94990xxxx5		5	13
Charles Brian Conners, MBA, CFP and Maureen Tsu, MBA, CFP	15615 Alton Pkwy #450, Irvine, CA 92618	94927xxxx3	ebe@e******.com
Tracy Peatling - Financial Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com
Rach, George C	1901 Main St, Irvine, CA 92614	94995xxxx7	acc********@m**********.com
Meridian Wealth Management	25283 Cabot Rd Laguna Hills, CA 92653	94991xxxx8
Clarity Wealth Management	16440 Bake Pkwy #100, Irvine, CA 92618	94957xxxx3	cru*@c**********.net	5	2					146		171
Pacific Sun Financial Corporation	95 Argonaut # 105, Aliso Viejo, CA 92656	94971xxxx6	jud@p*************.com	3	2
IHM Financial LLC	27 Orchard Rd, Lake Forest, CA 92630	94947xxxx0		4.47
Family Wealth Leadership	2 Venture Ste 460 Irvine, CA 92618	94946xxxx0	inf@f********************.com			1	1
Anchor Wealth Management, LLC	9891 Irvine Center Dr # 170, Irvine, CA 92618	94998xxxx2	hos*****@1**.com
Prudent Investors	999 Corporate Dr Ste 255 Ladera Ranch, CA 92694	80045xxxx8	ame*@p***********.com			5	1
D.A. Davidson	3333 Michelson Dr Ste 900, Irvine, CA 92612	71432xxxx0	a.a@d*********.com
Annette Di Bello Kelly CPA CFP PC	9870 Research Dr, Irvine, CA 92618	94971xxxx0	ann**@d*******.com
Blue Trust \| Orange County Financial Advisors	20 Pacifica suite 560, Irvine, CA 92618	94940xxxx0	aar******@b******.com	5	13					176	12	263
Financial Investors Group	1432 Edinger Ave, Tustin, CA 92780	71450xxxx3	bri@f***.com
Edward Jones - Financial Advisor: James B Johnson	27001 Moulton Pkwy, Ste 203 Laguna Hills, CA 92656	94936xxxx4	a.j*******@e********.com							87631		100000
C M Group	16 Via Helena, Rancho Santa Margarita, CA 92688	94945xxxx1	gar@c****.tv									2
Di Bello Financial - Annette Di Bello, CPA, CFP Inc.	9870 Research Dr, Irvine, CA 92618	94971xxxx0	bbo*@d****************.com	5	1
Edward Jones - Financial Advisor	16485 Laguna Canyon Rd Ste 255 Irvine, CA 92618	94975xxxx7	acc********@e********.com							87586		100000
Nelson Wealth Management	120 Vantis Ste 300 Aliso Viejo, CA 92656	94971xxxx5
Martin Investment Company	1340 Ritchey St, Santa Ana, CA 92705	71456xxxx2
Edward Jones	26400 La Alameda Ste 104, Mission Viejo, CA 92691	94958xxxx0	a.j*******@e********.com									29
AK Financial Group	6 Venture STE 390, Irvine, CA 92618	94978xxxx0	ak@a***************.com					5	17			119
Jermaine Jamison - Branch Manager, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx1	dan*********@a*.com
Chen, Chia-Hsin	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx3	ale********@m.com
M360 Advisors	999 Corporate Dr, Rancho Mission Viejo, CA 92694	87757xxxx6	daw*****@m*********.com
Merrill Lynch Financial Advisor William A Cecil	100 Spectrum Center Dr Suite 1100, Irvine, CA 92618	94985xxxx0	bri**********@b*.com
Dave Financial	49 Downing St Ladera Ranch, CA 92694	94921xxxx5	dav@d***********.com			5	14			371	192	390
LOCPA & Consulting	Lake Forest, CA 92630	94923xxxx4	ipa**********@e******.com							38816		38000
Combined Investments	1200 S Coast Hwy Ste 204, Laguna Beach, CA 92651	94949xxxx3	car******@c****.com
Essex Futures	8105 Irvine Center Dr Ste 840, Irvine, CA 92618	94945xxxx1	con***@e*********.com									358	1	1
Start Fresh	7700 Irvine Center Dr, Irvine, CA 92618	94975xxxx5
Justin Vaz - Financial Services	5877 Pine Ave Ste 230 Chino Hills,, CA 91709	31098xxxx5	dns****@a*****.com			5	2
Global Financial Investments	2000 Corporate Dr, Ladera Ranch, CA 92694	94927xxxx1	ben*****@g****.com
VVL CPA	27762 Antonio Pkwy Ste L1-441, Ladera Ranch, CA 92694	71445xxxx0
Terrada Investment Corp	2151 Michelson Dr, Irvine, CA 92612	94975xxxx0
WealthWise Financial Services	9070 Irvine Center Dr Ste 230 Irvine, CA 92618	94974xxxx7	car**@w****************.com	5	2	5	1					339
David Olivieri	23201 Mill Creek Dr Laguna Hills, CA 92653	94958xxxx9
Barney Smith	28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677	94936xxxx5
Edward Jones - Financial Advisor: Jacqueline Shohdy	22342 Avenida Empresa Ste 240, Rancho Santa Margarita, CA 92688	94985xxxx6	acc********@e********.com							5		25
Robert A Owens, CPA	27792 El Lazo Laguna Niguel, CA 92677	94985xxxx0	pri**@w.com	5	11	3	2
Digital Wealth Group	27064 VISTA PARK BLOEMFONTEIN 9323
Haskins Investments	1 Park Plz, Irvine, CA 92614	94983xxxx5
Keller Coad & Collins Investment Counsel Inc	18300 Von Karman Ave Ste 600, Irvine, CA 92612	94947xxxx0
D'amore & Associates	25411 Cabot Rd Ste 101, Laguna Hills, CA 92653	94946xxxx1	dns***@a*.com
Seamount Financial Group	738 E Chapman Ave, Orange, CA 92866	71451xxxx0	aar@s**************.com
Okapi Venture Capital	555 Corporate Dr, Rancho Mission Viejo, CA 92694	94971xxxx5	ave**@o****.com
Principal Financial Group	3 Park Plz, Irvine, CA 92614	94944xxxx0	all*******@p******.com							68244	234	70000
United Capital Group	23022 La Cadena Dr, Laguna Hills, CA 92653	94942xxxx1
Brady Runyon - Edward Jones	23601 Moulton Pkwy Ste - D Laguna Hills, CA 92653	94946xxxx4	a.j*******@e********.com									4
Academy West Investments	130 Vantis Dr, Aliso Viejo, CA 92656	94927xxxx1	inf@a******.com
SLD Solutions	Irvine, CA 92618	88837xxxx1	dwo***@s*********.com
Grant M Torres - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Tulip Investment	9 Searidge, Laguna Niguel, CA 92677	94921xxxx9
Wealth Management Group	3 Park Plz, Irvine, CA 92614	94975xxxx7	adm@b**************.com							558	6	652
Edward Jones - Financial Advisor: A Michael Ciuffetelli	4250 Barranca Pkwy Ste C, Irvine, CA 92604	94973xxxx2	a.j*******@e********.com		40					8		8
Eagle Capital	22792 Centre Dr, Lake Forest, CA 92630	94970xxxx8
American Express Financial Advisors	2 Park Plz, Irvine, CA 92614	94966xxxx8	din*******@a*.com							472	9	472
Bank of America Financial Center	22491 El Toro Rd Lake Forest, CA 92630	94995xxxx5	ban********@e**.bankofamerica			1.7	86
Draper Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94981xxxx0	ada*******@w***************.com
Alta Pacific Wealth Management	27201 Puerta Real Ste 235 Mission Viejo, CA 92691	94920xxxx8
Transworld Business Advisors of Irvine	2361 Campus Drive, Suite 230, Irvine, CA 92612	94938xxxx9	aal@t****.com
Mutual Securities	30012 Ivy Glenn Dr Ste 145, Laguna Niguel, CA 92677	94921xxxx0
Sage Point Financial	23172 Plaza Pointe Dr Ste 110, Laguna Hills, CA 92653	94958xxxx8	dom**@a*********.com							2988	27	3500
TIAA Bank Home Lending	200 Commerce Ste 150 Irvine, CA 92602	71457xxxx0	dom***********@t******.org			2.7	3
Optimize Financial	23212 Mill Creek Dr Laguna Hills, CA 92653	94947xxxx0	c18***************************@s***.wixpress		8	5	1			46	2	75
Jeff Huang, CPA	930 Roosevelt Ave Ste 205 Irvine, CA 92620	62659xxxx8	hel@c**************.com			4.9	31
HCM Property Management	27 Mauchly #206, Irvine, CA 92618	85570xxxx3	elv******@h**.com	4.8	422
LPL Financial	1432 Edinger Ave, Tustin, CA 92780	71450xxxx7	ann@a********.com
Del Rey Wealth Management	420 Exchange Ste 270, Irvine, CA 92602	80523xxxx5
John Breen - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx3	and***************@f*****.com									61
Edward Jones - Financial Advisor: Travis C. Macaluso	25909 Pala Ste 240 Mission Viejo, CA 92691	94945xxxx2	a.j*******@e********.com							87631		100000
Wood Investments	580 Broadway St Ste 117, Laguna Beach, CA 92651	94949xxxx0
Stewardship-Investments-Fnnc	25 Santa Clara St, Aliso Viejo, CA 92656	94924xxxx9
Merrill Lynch Financial Advisor Ryan J Martin	100 Spectrum Center Dr, Irvine, CA 92618	94959xxxx4	ban*******************@m.com
C.P.A. Financial Group, Inc.	23232 Peralta Dr STE 122, Laguna Hills, CA 92653	94985xxxx4	bur*****@c*********.com
Bank of America Financial Center	26831 Aliso Creek Rd Aliso Viejo, CA 92656	94934xxxx5	all*********@b*.com	2.1	45	2.2	74
Ladera Lending	555 Corporate Dr Ste 215 Ladera Ranch, CA 92694	80059xxxx6	aco*****@l**********.com			4	205	4.7	73	781	75	791
Masler & Associates	16485 Laguna Canyon Rd Ste 230 Irvine, CA 92618	94985xxxx4	inf@m*******.com			4.8	32			613	32
EP Wealth Advisors	18301 Von Karman Ave #1050, Irvine, CA 92612	94926xxxx0	ab@e*******.com	5	1					1162	28	1200
Portnoff Financial	27201 Puerta Real Ste 300 Mission Viejo, CA 92691	94922xxxx2	jer*@p**************.com
No Ka Oe Investments	30901 Greens East Dr, Laguna Niguel, CA 92677	94924xxxx6
Edward Jones - Financial Advisor: Steven K Buck	111 Corporate Dr Ste 250, Ladera Ranch, CA 92694	94939xxxx0	a.j*******@e********.com							87631		100000
Lawler Capital, Inc.	133 Montara Dr, Aliso Viejo, CA 92656	71450xxxx6		5	2
Al Frank Asset Management Inc	20 Enterprise, Aliso Viejo, CA 92656	94960xxxx0	nmi**@a********.com
Farmers Insurance - Ellen Williams	25283 Cabot Rd Ste 208 Laguna Hills, CA 92653	94934xxxx7	aho***@f*********.com			4.6	9				10	19
Ameriprise Financial	6B Liberty, Aliso Viejo, CA 92656	94937xxxx7	bri*************@a*.com							222		223
New Market Wealth Management	100 Irvine Spectrum Dr, Irvine, Ca 92618	65790xxxx9	and**********@c*****.com							420	62	538
Norannsy Chieuchin - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx9	dan*********@a*.com									131
Wealth Management Advisers	24012 Calle de la Plata, Laguna Hills, CA 92653	94960xxxx0
Strategic Wealth Management	15615 Alton Pkwy Irvine, CA 92618	94938xxxx3
Providence Wealth Management Group - Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Karen Yi - Registered Practice Associate, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx1	ang*******@a*.com									298
Kovitz	30 Enterprise, Aliso Viejo, CA 92656	94949xxxx5	aar@k***.com
RMN Investments & Realty Service	668 N Coast Hwy, Laguna Beach, CA 92651	94948xxxx0
Unity Investments	3 Ladbrook Grv, Trabuco Canyon, CA 92679	94988xxxx1
Owl Wealth Management-Ameriprise Financial Services	2 Park Plz, Irvine, CA 92614	94986xxxx0	ado******@a*.com									299
David Parker - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	94932xxxx0	ale***********@t*****.com							85		89
Your Financial Genie	120 Vantis Dr Ste 300 Aliso Viejo, CA 92656		you*****************@p*******.is			5	2
Lutwen, Gary	2 Park Plz, Irvine, CA 92614	94966xxxx5	dns***@a*.com
Merrill Lynch Financial Advisor Russell C Cecil	100 Spectrum Center Dr Suite 1100, Irvine, CA 92618	94959xxxx8	ban*******************@m.com
Challenger Wealth Management	6B Liberty Ste 140 Aliso Viejo, CA 92656	94975xxxx4	nan@c*************.com
Precision Wealth	9890 Research Dr # 200, Irvine, CA 92618	94920xxxx0	cco****@p************.com	5	1
Windfall Advisors	100 Wilshire Blvd Santa Monica, CA 90401	31040xxxx4	inf@w**************.com			5	11
Edward Jones - Financial Advisor: Hooman Karbasion	25201 Paseo De Alicia Ste 145, Laguna Hills, CA 92653	94972xxxx8	a.j*******@e********.com
Keith Tran, ChFC-UBS Financial Services Inc	20 Pacifica, Irvine, CA 92618	94945xxxx1	abb*******@u.com
Income Investments	4 Gardenia St, Rancho Mission Viejo, CA 92694	94954xxxx0
Performance Brokerage Service	7545 Irvine Center Dr, Irvine, CA 92618	94946xxxx2	ada@p**************************.com
Business Exit Now	100 Spectrum Center Dr #330, Irvine, CA 92618	87769xxxx2
Merrill Lynch Financial Advisor Du Q Lu	100 Spectrum Center Dr, Irvine, CA 92618	94959xxxx4	ban*******************@m.com
Cerity Partners	20 Pacifica Irvine California, Irvine, CA 92618	21220xxxx0	aad*@c***********.com
CK Cooper & Company	4 Park Plz, Irvine, CA 92614	94925xxxx7
1st Pacific Capital	28832 Curlew Ln, Laguna Niguel, CA 92677	94971xxxx9
Kinetic Financial	633 W 5th St Ste 1050 Los Angeles, CA 90017	80071xxxx8	ale@k**************.com	5	4	4.3	22
Capital CS Group	15375 Barranca Pkwy Ste G - 110 Irvine, CA 92618	94944xxxx5	amy@c*************.com
Luxe Leisure & Investment	31802 Via Perdiz, Trabuco Canyon, CA 92679	81838xxxx0
Speedy Credit Repair	Huntington Beach, CA 92648	88872xxxx4	chr@s***************.com	4.9	36	4.8	85
Brandt, David, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx2	ame****************@a*.com							132834
Alterman Investments	2205 Lace Leaf Ln, Tustin, CA 92782	71454xxxx0
Avalon Capital Advisors	15615 Alton Pkwy #450, Irvine, CA 92618	94950xxxx0
Orange County Employees Retirement Systems	2223 E Wellington Ave, Santa Ana, CA 92701	71455xxxx0	abe***@o**.org
Baker Jensen Investment	30448 Rancho Viejo Rd Ste 105, San Juan Capistrano, CA 92675	94948xxxx5	guy@b**********.com
Okita, Nikolas	2 Park Plz, Irvine, CA 92614	94966xxxx8	ado******@a*.com									298
Wiedemann, Stephen, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx9	ame****************@a*.com							132834
Sylvia Ghani	9140 Irvine Center Dr Ste 100 Irvine, CA 92618	85826xxxx0
C. Brian Conners, CFP and Maureen Tsu, CFP	15615 Alton Pkwy Ste 450 Irvine, CA 92618	94927xxxx0	bco***@m****.com
Chapla-Breault Wealth Management	100 Spectrum Center Dr Ste 1020 Irvine, CA 92618	94953xxxx0
Perigon Wealth Management	1130 Roosevelt, Irvine, CA 92620	94926xxxx3	abe**@p**********.com
Select Portfolio Management	26800 Aliso Viejo Pkwy #150, Aliso Viejo, CA 92656	94997xxxx0	ama***@s************.com	1	1
Ignacio Brache - Thrivent	49 Discovery Suite 140, Irvine, CA 92618	81841xxxx8	adm@d*********.com
Palo Capital	31 Ocean Heights Dr, Newport Coast, CA 92657	94971xxxx6
Frederick Telarico - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx0	abc*@u.com
Heritage Financial Services	23792 Rockfield Blvd Ste 230 Lake Forest, CA 92630	94921xxxx0	alm***@g**.com			2.5	2	5	6	357	67	358
Buckingham Asset Management	3 Park Plz, Irvine, CA 92614	94975xxxx7
Oso Investments	18621 Crystal Cyn, Silverado, CA 92676	71451xxxx8
Wealth Management Associate - U.S. Bancorp Investments: Jason Ong	25972 Muirlands Blvd, Mission Viejo, CA 92691	94936xxxx7	aar**********@u***.com							345252	5475	348000
PHI HealthCare Management Inc	2010 Main St, Irvine, CA 92614	94937xxxx8	aar@a****.com
Wells Fargo Advisors	400 Spectrum Center Dr Suite 2160, Irvine, CA 92618	94926xxxx0	ada*******@w***************.com							188703		190000
Asset One Property Management	21084 Bake Pkwy, Lake Forest, CA 92630	94953xxxx8		5	1
Tax Smart Investing & Planning	9870 Research Dr, Irvine, CA 92618	71451xxxx8	gsi***@t**************.org									71
First National Capital Corporation	27051 Towne Centre Dr, Foothill Ranch, CA 92610	94970xxxx0	abl*@f*****.com
Barons Trading Group	25910 Acero Ste 245, Mission Viejo, CA 92691	94948xxxx0	jeu@b*********.com							214		233
Westpark Loans	6789 Quail Hill Pkwy Ste 146 Irvine, CA 92603	94954xxxx9	ant**@w**********.com	4.8	52	4.7	24			471	2
Confluence Wealth Management Group - Ameriprise Financial Services	780 Roosevelt Ste 214, Irvine, CA 92620	90939xxxx9	cam********@a*.com							16	2
Krona Financial Group Inc	1851 E 1st St Ste 900, Santa Ana, CA 92705	71483xxxx1
Holman Capital Corp	25201 Paseo De Alicia, Laguna Hills, CA 92653	94998xxxx7	ben************@h**********.com
Impact Wealth Management	300 Spectrum Center Dr Ste 845, Irvine, CA 92618	94950xxxx2	ada*******@w***************.com
Spectrum Capital Investment Group Inc	9911 Irvine Center Dr Ste 100, Irvine, CA 92618	94978xxxx9	ben@s********************.com
Saianvi Investments	26040 Acero, Mission Viejo, CA 92691	94961xxxx0	coc***@s****.com
Ralaole Finance Services	Seal Beach, CA 90740	56244xxxx1	c18***************************@s***.wixpress
Bonnett Investments	4 Merrill Hl, Ladera Ranch, CA 92694	94921xxxx7
Wells Fargo Bank	14211 Jeffrey Rd Irvine, CA 92620	94955xxxx3	acc***************@w*******.com			3.3	26			155156		11
Melissa Shaw, CFP(r)	26477 Rancho Pkwy S, Lake Forest, CA 92630	80072xxxx4	mel**@j***********.com
Merrill Lynch Financial Advisor Sam June	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx0	ban*******************@m.com
Fortune Accounting & Tax Services	Lake Forest, CA 92630	94983xxxx6	ami@f***********.com
Edward Jones	1100 S Coast Hwy, Laguna Beach, CA 92651	94949xxxx9	a.j*******@e********.com									104
Transworld Business Advisors of Orange County South	23046 Avenida De La Carlota, Laguna Hills, CA 92653	94937xxxx1	aal@t****.com
Mazzotta, Vincent, AGT	2600 Michelson Dr, Irvine, CA 92612	94925xxxx0	ame****************@a*.com							132834
Kenneth Rieger-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx5	acm*********@m**********.com
Magallanes Jr, Robert	20 Pacifica, Irvine, CA 92618	94945xxxx9	abc*****@u.com
CB Wealth Advisory	23832 Rockfield Blvd, Lake Forest, CA 92630	94985xxxx1
Financial Portfolio	931 S Coast Hwy, Laguna Beach, CA 92651	94971xxxx9	inf@p****************.com
Concord Investment Council	9259 Research Dr, Irvine, CA 92618	94985xxxx0	inf@m********************.com							52	2	53
Webb Financial Group	26050 Acero Mission Viejo, CA 92691	94932xxxx0	sha**@w*************.com	5	2	4.2	5
Maniaci, Gregory	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx9	acc********@m**********.com
Emerald Blue Advisors, Inc.	25201 Paseo De Alicia Suite 125, Laguna Hills, CA 92653	94991xxxx0	rol@e*.us	5	1
Pacific Coast Wealth Management	120 Vantis Dr #300, Aliso Viejo, CA 92656	94963xxxx2	bla@p*************************.com	4.6	9					23
Anchor Capital Management Group	15 Enterprise Ste 450, Aliso Viejo, CA 92656	80029xxxx3	den*@a***********.com
Brundage, Steven M	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx3	dns***@a*.com							136	3	137
Lustre Advisors	1 Park Plz Ste 600, Irvine, CA 92614	80054xxxx5
South Coast Wealth Management	43 Corporate Park Ste 201, Irvine, CA 92606	94974xxxx1
Alexander Nejadeh	E RNCHO DMNGZ, CA 90221	71469xxxx0	ale***********@g**.com
Balanced Wealth Management	9 Orchard, Lake Forest, CA 92630	94967xxxx7	chu@b**************.com
Henane, Ahmed	6B Liberty, Aliso Viejo, CA 92656	94966xxxx8	dns***@a*.com
Victoria Barbisan - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx2	dns***@a*.com							58		58
Trustlink Mortgage	7545 Irvine Center Dr Ste 200 Irvine, CA 92618	94934xxxx3	ash*@t**************.com	5	87	5	82
SchoolsFirst Federal Credit Union	5305 Alton Pkwy Ste C Irvine, CA 92604	84467xxxx2	a.c***@s************.org	4.1	51	4.1	96			94850	136	95000
Stifel	20 Pacifica Ste 1400, Irvine, CA 92618	94927xxxx0	abb**@s***.com							4413		4800
Bravender Financial	30900 Rancho Viejo Rd Ste 235, San Juan Capistrano, CA 92675	94948xxxx0
Scalco Financial	207 East Broadway Unit 201 Long Beach, CA 90802	56243xxxx0	mar@s************.com	5	10	5	12
Kovitz (formerly AFAM Capital)	20 Enterprise Suite 305, Aliso Viejo, CA 92656	94949xxxx5	axx***@k***.com
Jennett David J	2222 Martin Ste 250, Irvine, CA 92612	94983xxxx6
Ramsey Israwi - Thrivent	49 Discovery Suite 140, Irvine, CA 92618	32383xxxx8	adm@d*********.com
Securities America	23832 Rockfield Blvd Ste 135, Lake Forest, CA 92630	94985xxxx1	aad******@s**************.com
Merrill Lynch Financial Advisor Andrew Hong	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx3	ale********@m.com
WM Investment Company	120 Danbury Ln, Irvine, CA 92618	94926xxxx5
Inouye, Lea, AGT	2 Park Plz, Irvine, CA 92614	94966xxxx8	ame****************@a*.com
Beyond Wealth Management, LLC	15615 Alton Pkwy, Irvine, CA 92618	94965xxxx9	dat***************@i**.de
Concord Investment Council	2020 Main St Ste 300, Irvine, CA 92614	94985xxxx0
Noble Financial Services	18551 Von Karman Ave # 160, Irvine, CA 92612	94925xxxx0	wra@c*******************.com
LPL Financial	25151 Arctic Ocean Dr, Lake Forest, CA 92630	31066xxxx0	aar******@l.com
Kava Ventures	12842 Newport Ave Apt 9, Tustin, CA 92780	71486xxxx5
Jeremy Vernon Combe - Private Wealth Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	dan*********@a*.com
Edward Jones - Financial Advisor: Surong Lin	111 Corporate Dr Ste 250, Ladera Ranch, CA 92694	94939xxxx0	a.j*******@e********.com							87384		100000
Cbre Foothill Ranch	27442 Portola Pkwy, Foothill Ranch, CA 92610	94945xxxx9	aar********@c*.com							556844		562000
Cerity Partners	20 Pacifica Ste 450 Irvine, CA 92618	21220xxxx0	aad*@c***********.com
Bridgeport Investment Co	14841 Yorba St Ste 205, Tustin, CA 92780	71450xxxx5
Southwest Futures Inc	21195 Cancun, San Juan Capistrano, CA 92692	48046xxxx5
Crummack Huseby Property Management Inc.	25531 Commercentre Dr, Lake Forest, CA 92630	94936xxxx0	bil**@c**.com	2	46
Ambrose Management Co	12440 Woodhall Way, Tustin, CA 92782	71473xxxx4
Capital Group Companies	6470 Oak Cyn, Irvine, CA 92618	94997xxxx0	afi*****@a**********.com							170465
Everplus Capital	39 Bower Tree, Irvine, CA 92603	94928xxxx7	inf@e**********.com
Legacy Investment Group	26741 Rancho Pkwy, Lake Forest, CA 92630	94970xxxx1	con**@l******.com									3
Cb Investments	23332 Mill Creek Dr, Laguna Hills, CA 92653	94977xxxx4
PutmanGroup	9911 Irvine Center Dr STE 100, Irvine, CA 92618	94950xxxx0	adm*@p******.com	2.3	3
Edward Jones - Financial Advisor: Jonathan Lien	16485 Laguna Canyon Rd Ste 255, Irvine, CA 92618	94975xxxx7	a.j*******@e********.com							87631		100000
Olivieri David Cfp	23201 Mill Creek Dr, Laguna Hills, CA 92653	94958xxxx9
Joseph P. Katzaroff, CFP - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx5	abc*****@u.com
Schneyer Financial Services	24422 Avenida De La Carlota Ste 345 Laguna Hills, CA 92653	94946xxxx0	mis****@a.com			5	1
Long, Michael R	18002 Irvine Blvd, Tustin, CA 92780	71468xxxx1	acc********@e********.com							86737		98000
Jia Bao Investment Inc	4 Saddleridge, Aliso Viejo, CA 92656	94953xxxx2
Jk Wealth Management Group	23197 La Cadena Dr Laguna Hills, CA 92653	94930xxxx5
Edward Jones - Financial Advisor: Mark Denali	27042 Towne Centre Dr Lake Forest, CA 92610	94959xxxx7	a.j*******@e********.com			5	1			87631		100000
Financial Planning Group	23276 S Pointe Dr Ste 102 Laguna Hills, CA 92653	94958xxxx9				3	2
Bankers Investment Group Inc	22792 Centre Dr, Lake Forest, CA 92630	94969xxxx9
Wealth Planning Group	9841 Irvine Center Dr Ste 130 Irvine, CA 92618	94925xxxx5	mle**@w*********.com
Wayward Lot Investment Co	26595 Morena Dr, Mission Viejo, CA 92691	94958xxxx8
Merrill Lynch Financial Advisor Haley S Behm	100 Spectrum Center Dr, Irvine, CA 92618	94959xxxx1	bro********@m.com
The Financial Coaching Group	23046 Avenida De La Carlota Ste 430 Laguna Hills, CA 92653	94960xxxx0	app*******@m**.com			1	1
Irvine Spectrum Financial Group - Ameriprise Financial Services - CLOSED	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	dns***@a*.com
PNC Private Bank	2020 Main St, Irvine, CA 92614	88876xxxx6	aar****@p.com							352738	8666	355000
Brian Friestman-Ameriprise Financial Services	2 Park Plz, Irvine, CA 92614	94966xxxx7	bri**********@a*.com
Invest & Grow	25611 Minoa Dr, Mission Viejo, CA 92691	80520xxxx7
Irvine Wealth Management and Financial Planning	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94970xxxx3	bla@i*********.com
LTL Investments	25641 Hampton Dr, Laguna Niguel, CA 92677	94936xxxx8
Edward Jones - Financial Advisor: Robert P Johnston	20532 El Toro Rd Ste 107 Mission Viejo, CA 92692	94946xxxx0	a.j*******@e********.com							37		39
Edward Jones - Financial Advisor: Jonathan Lien	23101 Lake Center Dr Ste 340, Lake Forest, CA 92630	94969xxxx3	a.j*******@e********.com							87631		100000
Hansen Pierce Wealth Management Group	400 Spectrum Center Dr, Irvine, CA 92618	94927xxxx0
Fisher Investments	20 Pacifica Ste 630, Irvine, CA 92618	94977xxxx0	a.b******@f.com	1	1					161231	608	158000
Parallax Capital Partners	26911 Falling Leaf Dr, Laguna Hills, CA 92653	94936xxxx5	a.c*****@p********.com
Irvine Advisors LLC	9940 Research Dr Ste 200, Irvine, CA 92618	94993xxxx7	ash***@e**********.com
John Wende-Financial Advisor, Ameriprise Financial Services	14771 Plaza Dr, Tustin, CA 92780	94925xxxx9	dns***@a*.com							222		223
Pacific Coast Invesments And Management	18552 Macarthur Blvd, Irvine, CA 92612	94972xxxx0
Zuk C L & Associates	22936 El Toro Rd, Lake Forest, CA 92630	94947xxxx2
Morgan Stanley Wealth Management	302 Glenneyre St, Laguna Beach, CA 92651	94946xxxx0
Greenwich Capital Markets	19200 Von Karman Ave Ste 950, Irvine, CA 92612	94993xxxx0	as@g*******************.com
Health & Wealth Incorporated	655 Tourmaline St, San Diego, CA 92109	85833xxxx7	c18***************************@s***.wixpress			5	4
Nationwide Business Credit	2082 Business Center Dr, Irvine, CA 92612	94975xxxx5
Securities America INC	2619 E Palmyra Ave, Orange, CA 92869	71499xxxx6	aar******@s**************.com
OC Legal Source-Legal Document Preparation Services	27184 Ortega Hwy Ste 204, San Juan Capistrano, CA 92675	94929xxxx5	sa@o************.com										5	6
Edward Jones - Financial Advisor: Kevin Martzolf	999 Corporate Dr Ste 205 Ladera Ranch, CA 92694	94934xxxx3	a.j*******@e********.com							87631		100000
Peters, Michael T, CPA	1551 N Tustin Ave Ste 1000, Santa Ana, CA 92705	71454xxxx0	a.j**@r****.com							140	8	205
The Gee Group - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx5
BTSW CPA	27285 Las Ramblas Ste 180 Mission Viejo, CA 92691	94959xxxx0	re@b******.com	4.3	10	4.4	7
Osaic Wealth, Inc.	22954 El Toro Rd, Lake Forest, CA 92630	94983xxxx0	sbr*@o********.com
Stan Bruno, CFP	22954 El Toro Rd, Lake Forest, CA 92630	94983xxxxx4	sbr*@o********.com
Elite Investments	14 Moonstone Way, Mission Viejo, CA 92692	71464xxxx0
Edward Jones	2223 E Wellington Ave Ste 310, Santa Ana, CA 92701	71454xxxx2
Corporate Pointe Investments	1 Corporate Park, Irvine, CA 92606	94941xxxx8
Michael Russo - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com							230		233
U.S. Bancorp Investments - Financial Advisors: Mission Viejo	25972 Muirlands Blvd, Mission Viejo, CA 92691	94970xxxx9	aar**********@u***.com							345252	5475	348000
Great Far East	7700 Irvine Center Dr, Irvine, CA 92618	94958xxxx9	c18***************************@s***.wixpress
Fix Your Credit Consulting	4741 Laurel Canyon Blvd Ste 205 Studio City, CA 91607	87721xxxx0	con**@f********************.com			4.9	224	4.9	51	947	3	962
Cornerstone Financial Advisers	6, Venture #120, Irvine, CA 92618	94945xxxx0	dar*@c*******.com
Koniniec, Thaddeus, AGT	23120 Alicia Pkwy, Mission Viejo, CA 92692	71425xxxx7	aud*********@p******.com							147059	4020
Johny Makhijani-Platinum Financial Services Advisor, Ameriprise Financial Services	14771 Plaza Dr, Tustin, CA 92780	94925xxxx2	dns***@a*.com							116		128
Burke Investment Co	28 Hammond, Irvine, CA 92618	94958xxxx3
Charter West Financial Management	4425 Jamboree Rd Ste 180, Newport Beach, CA 92660	94947xxxx8	adm@c*********.com							107		111
Dimascio Venture Management Inc	22951 Aegean Sea Dr, Dana Point, CA 92629	94924xxxx9
Investments Lavering	13402 Heritage Way, Tustin, CA 92782	71433xxxx8
Kottmeier Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx7	abc*****@u.com
Tuer, Walter	1901 Main St, Irvine, CA 92614	94995xxxx4	acc********@m**********.com
Orange County’s Credit Union	6448 Irvine Blvd Woodbury Town Center Irvine, CA 92620	88835xxxx8	bne**@o************.org	4.5	16	4.7	129
Di Mar Investments	28004 Via Moreno, Laguna Niguel, CA 92677	94964xxxx7
Unity West Lending	5772 Bolsa Ave Ste 210 Huntington Beach, CA 92649	65758xxxx7	ari@u******.com			4.6	9
Vemanti Group, Inc	7545 Irvine Center Dr, Irvine, CA 92618	94955xxxx0	bob*******@v****.com									423
Fidelity Investment Group	26060 Acero, Mission Viejo, CA 92691	94929xxxx2
Brar, J P	1901 Main St, Irvine, CA 92614	94980xxxx6	acc********@m**********.com
Hernandez, Henry A	20 Pacifica, Irvine, CA 92618	94945xxxx8	abc*****@u.com
Rare Coin Wholesalers	200 Spectrum Center Dr Ste 2020, Irvine, CA 92618	94967xxxx2	inf@r**.com							1429	4	1500	5	1
Mahmood, Mazhar	4 Park Plz, Irvine, CA 92614	94953xxxx4	ame****************@a*.com
Klear Systems, Inc.	23101 Lake Center Dr #160, Lake Forest, CA 92630	94968xxxx5		5	1
Medbook World Inc	28562 Oso Pkwy, Rancho Santa Margarita, CA 92688	94993xxxx4
U.S. Bank Branch	22831 Lake Forest Dr, Lake Forest, CA 92630	94976xxxx1													2	24
MetLife	27042 Towne Centre Dr, Foothill Ranch, CA 92610	94983xxxx4	a@m******.com							695720	4076
Everguard.ai	100 Spectrum Center Dr, Irvine, CA 92618	87721xxxx7	car**@e******.ai									132
Results Advisors	16520 Bake Pkwy Ste 200 Irvine, CA 92618	94977xxxx7
Peatling, Tracy, CFP	4 Venture, Irvine, CA 92618	94945xxxx3	dns***@a*.com
CPA Forensics Plus	451 E Vanderbilt Way Ste 325 San Bernardino, CA 92408	90988xxxx9
Brundage, Pearl & Associates-Ameriprise Financial Services	2 Park Plz, Irvine, CA 92614	94986xxxx0	dns***@a*.com							137	3	138
Diana Ashbaugh-Thrivent	49 Discovery, Irvine, CA 92618	65043xxxx8	adm@d*********.com
Martel Insurance Alliance	Mission Viejo, CA 92692	94967xxxx1	wei*****@1.com
Bright Biz Investments	47 Rising Sun, Irvine, CA 92620	94928xxxx2
Magnum Wealth Management	9070 Irvine Center Dr Ste 100 Irvine, CA 92618	94988xxxx0	dar*@r**********.com									98
Lefebvre Financial Services	15707 Rockfield Blvd # 245, Irvine, CA 92618	94929xxxx1	sha@s***************.com
DePauw Johnson Tax & Financial Services	400 South Melrose Dr Ste 207 Vista, CA 92081	76094xxxx3	and@d*******.com			4.6	25
Clearview Wealth Management	4 Venture Ste 120 Irvine, CA 92618	94933xxxx4	abd****@c*********.com			5	8			107		111
Flagstar Bank	19700 Fairchild Ste 146, Irvine, CA 92612	94985xxxx0	a.d****@f*****.com	1.5	2
Edward Jones - Financial Advisor: Brandon P Anderson	27042 Towne Centre Dr Ste 205 Foothill Ranch, CA 92610	94959xxxx7	a.j*******@e********.com							87631		100000
Vergos Accounting & Mgmt	10 Autumn Hill Ln Laguna Hills, CA 92653	94968xxxx2	ver****@g**.com
Myglo Corporation	27141 Burbank, Foothill Ranch, CA 92610	94946xxxx6
I 5 Investments	30251 Golden Lantern, Laguna Niguel, CA 92677	94921xxxx8
Beyond Wealth Management, LLC	15615 Alton Pkwy # 100, Irvine, CA 92618	94965xxxx9	dat***************@i**.de
LA Business Connect	2000 Riverside Dr Ste 206 Los Angeles, CA 90039	21362xxxx0	inf@l***************.com	4.2	5	4.8	16	5	13	200	19	201
OC Credit & Business Builders	14032 Enderle Center Dr Ste 220 Tustin, CA 92780	71422xxxx0	eri@o**********.com	4	4	4.6	11			590	889
Amita Investments	17192 Murphy Ave, Irvine, CA 92623	42435xxxx3
G W Sherwold Assoc Inc	22994 El Toro Rd Lake Forest, CA 92630	94947xxxx0
Orange County Small Business Development Center	1300 S Bristol St, Santa Ana, CA 92706	71456xxxx0		4.8	5	5	2	5	43	3319	34	3700
Tax & Financial Partners	1000 N Coast Hwy, Laguna Beach, CA 92651	94971xxxx0	ts@t****************.com
Michael Raji-Thrivent	49 Discovery, Irvine, CA 92618	94929xxxx9
Merrill Lynch Wealth Management	28202 Cabot Rd Ste 200, Laguna Niguel, CA 92677	94945xxxx2	ban*******************@m.com	3.3	4
Kinkead Wealth Management	8001 Irvine Center Dr, Irvine, CA 92618	94933xxxx9
Kathleen Knight, Financial Services Professional - New York Life	26501 Rancho Pkwy S STE 102, Lake Forest, CA 92630	71462xxxx1	kmk****@f.newyorklife	1.01						150		163
Morgan Stanley Wealth Management	5000 Birch St, Newport Beach, CA 92660	71475xxxx1
The Pro CFO	Mission Viejo, CA 92691	94966xxxx1	cod@t*******.com
Getsen Acquisition	22362 Gilberto, Rancho Santa Margarita, CA 92688	94976xxxx3
Michael Investment Co	17702 Mitchell N, Irvine, CA 92614	94995xxxx0
Investment Resources	27601 Forbes Rd, Laguna Niguel, CA 92677	94944xxxx1
James Sams - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx9	dan*********@a*.com
Carrington Investment Service	25 Enterprise, Aliso Viejo, CA 92656	94951xxxx0	aar*******@c*********.com							169		185
DataFi Payments Inc	200 Spectrum Center Dr, Irvine, CA 92618	94940xxxx5	inf@d************.com	5	26			5	8	187	13	189
Clements, Jerry, AGT	4 Venture, Irvine, CA 92618	94945xxxx3	ame****************@a*.com
Douglas Investments Co	PO Box 4068, Irvine, CA 92616	94955xxxx1
Edward Jones - Financial Advisor: Matthew R Buenafe	22362 Gilberto Ste 130 Rancho Santa Margarita, CA 92688	94970xxxx9	a.j*******@e********.com							87631		100000
World Financial Group	23461 S Pointe Dr Ste 215, Laguna Hills, CA 92653	71426xxxx1
Morgan Stanley	302 Glenneyre St, Laguna Beach, CA 92651	94946xxxx0	aar*********@m*********************.com
Randall Instruments Inc	17291 Irvine Blvd, Tustin, CA 92780	71466xxxx9
Semaphore Tax & Business Solutions	16420 Bake Pkwy Irvine, CA 92618	86673xxxx4	nat@s**********.com	4.8	50	3.3	6
Monarca Investment Office	31901 Camino Capistrano, San Juan Capistrano, CA 92675	94924xxxx2
Lavine & Associates CPAs	25201 Paseo De Alicia Ste 120 Laguna Hills, CA 92653	94936xxxx5	fro****@l********.com			4	3
Morgan Stanley Wealth Management	2040 Main St Ste 600, Irvine, CA 92614	94980xxxx0	aar*********@m*********************.com
City National Bank - Irvine - South Orange County	20 Pacifica 100 Irvine, CA 92618	94975xxxx0				3.7	6			5378	136	5900
O'Neill Financial Management	23201 Lake Center Dr, Lake Forest, CA 92630	94958xxxx7
Smartstop Asset Management	10 Terrace Rd, Ladera Ranch, CA 92694	94942xxxx0		3.4	5
Piedmont Capital Distributor	23271 Via Dorado, Trabuco Canyon, CA 92679	94923xxxx6	bjo*@p************************.com
Edward Jones	32392 Coast Hwy Ste 190, Laguna Beach, CA 92651	94949xxxx8	a.j*******@e********.com							157		164
Pacific Security Investments	30131 Town Center Dr Ste 247, Laguna Niguel, CA 92677	94924xxxx8
Datacom Investment Co	Serving theLake Forest Area	94985xxxx5
Provence Wealth Management	9481 Irvine Center Dr Irvine, CA 92618	94922xxxx0			13	3	2
Finance & Fiscal	Anaheim, CA 92801	71461xxxx7				5	5
Calpro Assets	15 Hillrise, Trabuco Canyon, CA 92679	94932xxxx1
Wealth Management Solutions	2532 Dupont Dr, Irvine, CA 92612	94947xxxx0	inf@w*****.com							58	4	63
3 Pointe Financial	7545 Irvine Center Dr Santa Ana, CA 92705	94948xxxx8
Morgan Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx8	alb**********@u.com	5.09
LPL Financial	27141 Aliso Creek Rd, Aliso Viejo, CA 92656	94997xxxx5	aar******@l.com							20010	214	21000
Wells Fargo Advisors	265 Ocean Ave, Laguna Beach, CA 92651	94949xxxx8	a.b@w*****************.com							188275		189000
Edward Jones	17822 17th St Ste 405, Tustin, CA 92780	71483xxxx6	a.j*******@e********.com									148
Centerpoint Financial Management LLC	7700 Irvine Center Dr #800, Irvine, CA 92618	94975xxxx5	hel@c***********.com	5	1
Metrovest Management	6 Liberty, Aliso Viejo, CA 92656	94936xxxx0	bho*@m******.net	4	2					587847		757000
Professional Community Management	27051 Towne Centre Dr, Lake Forest, CA 92610	80036xxxx0	aaz***@a**********.com	4.2	494					319059		318000
Securities America	200 S A St, Tustin, CA 92780	71466xxxx1	aar******@s**************.com
Silny Baerd Investment Advisors	31473 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94938xxxx1
Morgan Stanley Wealth Management	300 Spectrum Center Dr Ste 800, Irvine, CA 92618	94934xxxx0
Raymond Wesley Wealth Management	4 Venture, Irvine, CA 92618	94955xxxx0	gra*******@r**********.com							16	2	20
James Johnson - All Mark Insurance Services	23181 Verdugo Dr Ste 100-B Laguna Hills, CA 92653	80053xxxx1	bn@y******************.com			4.2	10
Brett Mountain - Thrivent	49 Discovery Suite 140, Irvine, CA 92618	94983xxxx1	adm@d*********.com
Optimize Financial Inc.	23212 Mill Creek Dr, Laguna Hills, CA 92653	94947xxxx0	c18***************************@s***.wixpress	5	1					42	3	60
Banning, Ryan	1901 Main St, Irvine, CA 92614	94995xxxx3	acm*********@m**********.com
1st Pacific	23272 Mill Creek Dr, Laguna Hills, CA 92653	94971xxxx2
Private Equity Management Group	1 Park Plz, Irvine, CA 92614	94975xxxx7
BFS Wealth Management	2040 Main St, Irvine, CA 92614	71428xxxx6	adm@b*.com							29		37
Soto and Associates	25910 Acero, Mission Viejo, CA 92691	88858xxxx8
Profit & Wealth Tax Advisors	2030 Main St Ste 1300 Irvine, CA 92614	71444xxxx9	eri@p************************.com			5	13
FDP Wealth Management	8841 Research Dr #100, Irvine, CA 92618	94985xxxx7
Worldwide Capital Investment	7545 Irvine Center Dr, Irvine, CA 92618	94922xxxx4	bab@w****************.com					5	9	112		114
Pacific Venture Group	4 Venture, Irvine, CA 92618	94975xxxx0
First Pacific Security	14 Hughes Ste 104, Irvine, CA 92618	94921xxxx7
Prudential Financial	Laguna Niguel, CA 92677	94941xxxx5	a.w***@p*******.com
Ignacio Brache-Thrivent	49 Discovery, Irvine, CA 92618	81841xxxx8	adm@d*********.com
ProActive Professional Management	22792 Centre Dr Suite 240, Lake Forest, CA 92630	94934xxxx9		3.6	10
Wells Fargo Advisors	5 Park Plz, Irvine, CA 92614	94975xxxx3	acc***************@w*******.com		207
Tim Neuville - Raymond James	15615 Alton Pkwy #450, Irvine, CA 92618	94942xxxx3	aar********@r*********.com							17453		18000
Capital Oversight	2118 Wilshire Blvd Ste 1000 Santa Monica, CA 90403	31045xxxx0	cap**@c*************.com							23453	7	23000
Security Benefit Services	24422 Avenida De La Carlota Ste 320, Laguna Hills, CA 92653	94983xxxx6
Total Access Securities	27302 Eastridge Dr, Lake Forest, CA 92630	94929xxxx0
Dunpol Investments	9 Journey, Aliso Viejo, CA 92656	94936xxxx7
Modern Woodmen of America	23441 S Pointe Dr, Laguna Hills, CA 92653	94971xxxx6	add**@e****.com							33612
Pacific Rim Capital Management	16381 Scientific, Irvine, CA 92618	94937xxxx2	ada*********@c******.com
PC Stockton Investments LP	1661 Louise St, Laguna Beach, CA 92651	94967xxxx0
Lin Family LP	65 Timberland, Aliso Viejo, CA 92656	94983xxxx6
Provence Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx0	all@p*.com	5	1
Walter E Kaminski-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx9	acm*********@m**********.com
Martin Commercial Group	1360 Ritchey St, Santa Ana, CA 92705	71454xxxx0	ela*******@m**.com							496	60
State Street Ims	46 Discovery Ste 150, Irvine, CA 92618	94993xxxx0	aal****@s********.com
Towneley Capital Management Inc	23197 La Cadena Dr, Laguna Hills, CA 92653	94983xxxx0	car*@t*****.com
Schultz Richard	1171 Appian Way, Santa Ana, CA 92705	71473xxxx8
Lpl Financial	100 Pacifica, Irvine, CA 92618	94955xxxx0	inf@a**********.com							264	17	265
Aidan Dressler-Thrivent	49 Discovery, Irvine, CA 92618	76071xxxx6	adm@d*********.com
Stoneridge Investments	67 Radiance Ln, Rancho Santa Margarita, CA 92688	94945xxxx2
Executive Loan Center	23030 Lake Forest Dr, Laguna Hills, CA 92653	94920xxxx3		3.7	3
Metro Coast Insurance	23456 Madero Ste 240, Mission Viejo, CA 92691	94923xxxx9	bry@m****************.com		17
California Business Benefits	22921 Triton Way Ste 231 Laguna Hills, CA 92653	94991xxxx0	c18***************************@s***.wixpress
James E. Dahl - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx8	abc*****@u.com
D'amore, Christina M, AGT	28202 Cabot Rd, Laguna Niguel, CA 92677	94946xxxx1	ame****************@a*.com							132834
Maxim Capital Advisors Inc.	9160 Irvine Center Dr Ste 201, Irvine, CA 92618	94974xxxx3	inf@m******************.com
Western Financial Planning Corporation	9861 Irvine Center Dr Laguna Hills, CA 92618	94985xxxx0
Capture Investments	22942 Ridge Route Dr, Lake Forest, CA 92630	94985xxxx2
Prudent Investors	22932 El Toro Rd, Lake Forest, CA 92630	76059xxxx5
Edward Jones	18002 Irvine Blvd Ste 102, Tustin, CA 92780	71473xxxx3	a.j*******@e********.com							86208		96000
Robert Reinert Consulting	43221 La Scala Way Indio, CA 92203	76061xxxx8	baf***************************@s***.wixpress	4.5	2							17
Merrill Lynch Financial Advisor Mike Mahoney	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx2	ban*******************@m.com
Keith Tran, ChFC - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx1	abc*****@u.com
Researchdx	13766 Alton Pkwy, Irvine, CA 92618	51033xxxx7	aav**@r*******.com
The Capital Group Companies, Inc	6455 Irvine Center Dr, Irvine, CA 92618	80042xxxx5	and*******@m*************.com							170912		185000
Irvin, Peter	1901 Main St, Irvine, CA 92614	94980xxxx8	acc********@m**********.com
Diversified Investment	10 Copps Hill St, Laguna Niguel, CA 92677	94979xxxx4
Senafar Investments	10 Vista Montemar, Laguna Niguel, CA 92677	94924xxxx7
Ankit Consulting Services	30211 Avenida De Las Bandera Ste 200, Rancho Santa Margarita, CA 92688	94968xxxx4	aj@a********.com
The Macarthur Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx3	acc********@m**********.com
National Financial Relief	1 Orchard Rd Suite 100, Lake Forest, CA 92630	87750xxxx5	con**@p***********.org	4.4	7
Cooke Wealth Management, LLC	18881 Von Karman Ave Suite 1420, Irvine, CA 92612	94972xxxx0	che*@c****.com	5	2
Moler Capital Management	8 Corporate Park Ste 300, Irvine, CA 92606	94944xxxx3	bea@m**********.com
Spectrum Painting	1901 Main St, Irvine, CA 92614	94980xxxx1	acc********@m**********.com
Corporate Park 1 and 5	1 Corporate Park, Irvine, CA 92606	94941xxxx8
Wealth Management Advisers	24012 Calle De La Plata Ste 240 Laguna Hills, CA 92653	94960xxxx0
Portfolio Planners	Serving theLake Forest Area	94948xxxx0
Tax Relief Squad	6B Liberty Ste 215 Aliso Viejo, CA 92656	94921xxxx7	fil*@g****.com
Schubert, Scott	2020 Main St, Irvine, CA 92614	94923xxxx6	dns***@a*.com
LPL Financial	7700 Irvine Center Dr, Irvine, CA 92618	94974xxxx8	aar******@l.com
Signature America Wealth Management	22942 El Toro Rd, Lake Forest, CA 92630	94921xxxx0	pau@h*******.com							113		135
Tunney Wealth Management - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx6	abc*****@u.com
Ipo Express 1	21 Muirfield, Trabuco Canyon, CA 92679	94921xxxx7
San Diego County Credit Union	27280 Alicia Pkwy Ste A Laguna Niguel, CA 92677	87773xxxx8	aab******@s**.com			3.3	16	3.6	250	76153	184	75000
Acevedo, Daniel	1901 Main St, Irvine, CA 92614	94934xxxx4	acc********@m**********.com
Robert R Redwick Wealth Management Grp	5520 Trabuco Rd Irvine, CA 92620	94972xxxx6
Schulz Investments	16 Hammond, Irvine, CA 92618	94925xxxx5
B L Investments	25950 Acero, Mission Viejo, CA 92691	94977xxxx1	coc***@s****.com
Freedman Finance Advisors	30211 Avenida Day Las Beanderas, Rancho Santa Margarita, CA 92688	94924xxxx8	inf@f*********************.com
Soto, Christopher	1901 Main St, Irvine, CA 92614	94980xxxx4	aar@k***.com							560	647	584
Halbreich Financial Advisory Group - Ameriprise Financial Services	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94946xxxx9	dns***@a*.com							129		126
Challenger Company	15615 Alton Pkwy Ste 330, Irvine, CA 92618	94975xxxx4	nan@c*************.com
Rommel, Lora, AGT	28202 Cabot Rd, Laguna Niguel, CA 92677	94946xxxx1	ame****************@a*.com
BBVA Compass	2020 Main St Ste 950, Irvine, CA 92614	94921xxxx9											5	2
WCM Investment Management	281 Brooks St, Laguna Beach, CA 92651	94971xxxx0	aar@w******.com
Anchor Re Captital Management Co	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94933xxxx7
Hanna Capital Management	43 Post, Irvine, CA 92618	94927xxxx0	car******@a*****************.com							241	20	243
Price, Michael, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx6	dns***@a*.com
888 Investment & Trade Inc	92 Corporate Park, Irvine, CA 92606	71423xxxx1
Paulson Investment Co Inc	2600 Michelson Dr Ste 1700, Irvine, CA 92612	94985xxxx1	aca******@p**************.com
Iacono, Steven	49 Discovery, Irvine, CA 92618	94941xxxx4	adm@d*********.com							46		52
Securities America Inc.	2522 Chambers Rd, Tustin, CA 92780	71457xxxx8	aad******@s**************.com
Signature America Insurance and Financial Services, Inc	22956 El Toro Rd, Lake Forest, CA 92630	80067xxxx1	pau@h*******.com	5	2
LPL Financial	114 Pacifica, Irvine, CA 92618	94922xxxx0	aar******@l.com							20010	214	21000
Desiree Patna Enterprises Inc	2601 Main St Ste 560, Irvine, CA 92614	94922xxxx5	aar********@t******.com							4145
Advanced Financial Strategies	5 Hubble Irvine, CA 92618	94950xxxx3	joc**@a*.com
Edward Jones - Financial Advisor: Ryan T Krause	26161 Marguerite Pkwy, Mission Viejo, CA 92692	94936xxxx5	a.j*******@e********.com							87631		100000
Asset Management	San Juan Capistrano, CA 92675	94921xxxx2
The Saddleback Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx8	acc********@m**********.com
3 Pointe Financial	7545 Irvine Center Dr Irvine, CA 92618	94948xxxx8
Royal Alliance Assoc Inc	4701 Teller Ave Ste 101, Newport Beach, CA 92660	94926xxxx0	aba***@r**********.com							2760	26	3300
Irvine, CA Branch Office - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx0	abc*****@u.com
Summitland	23361 El Toro Rd, Lake Forest, CA 92630	94945xxxx2
Rpag	120 Vantis Dr, Aliso Viejo, CA 92656	94930xxxx9	bil**@r*.com
Jones Associates/JW Cole Financial	26477 Rancho Pkwy S, Lake Forest, CA 92630	94969xxxx0	acc*****@j***********.com	5	1
The Callan Group - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx8	abc*****@u.com
1st Pacific Capital	95 Enterprise Ste 320, Aliso Viejo, CA 92656	94971xxxx9
United Investment Service Inc	22706 Aspan St, Lake Forest, CA 92630	94945xxxx0
Chadwick Investment & Realty	30 Arboretum, Irvine, CA 92620	91677xxxx4
Thoerner And Toma Certified Public Accountants	1130 Roosevelt Irvine, CA 92620	94986xxxx0
Maven Group Investment Strategies - Irvine HQ	530 Technology Dr Suite 100, Irvine, CA 92618	94956xxxx9	han*@m********.com	5	12
Barbisan, Victoria	2 Park Plz, Irvine, CA 92614	94997xxxx2	dns***@a*.com							58		58
Smart Money Strategies	1435 Cheswick Ln Lake Zurich, IL 60047	84754xxxx5	fre*******@s******.com
Lufon Investments	17822 17th St Ste 212, Tustin, CA 92780	71422xxxx9	a.j*******@e********.com							85136
Ortega, Michael	1901 Main St, Irvine, CA 92614	94995xxxx7	acc********@m**********.com
True Legacy Wealth Management, LLC	15520 Rockfield Blvd Ste. G, Irvine, CA 92618	94943xxxx7	18f***********************************@w***************.com
Commpex Tax Strategies	7724 Sonata Ln San Diego, CA 92127	85834xxxx8	inf@c*****.com			5	1			73		73
Ring Bill	27416 Betanzos, Mission Viejo, CA 92692	94958xxxx3
Afam Capital	20 Enterprise, Aliso Viejo, CA 92656	94949xxxx5	inn********@a********.com
Frehner Wealth Management	300 Spectrum Center Dr, Irvine, CA 92618	94963xxxx1	adm@f**********.com
Impact Wealth Effect	300 Spectrum Center Dr, Irvine, CA 92618	94950xxxx2	ada*******@w***************.com
Laguna Asset Management	23117 Plaza Pointe Dr # 100, Laguna Hills, CA 92653	94948xxxx9	cam@l*******************.com	2.4	13
Martin Milas CPA	10 Via Taliana Rancho Santa Margari, CA 92688	94985xxxx4				4.4	7
W & J Higgines Investment	27121 Towne Centre Dr Ste 250, Foothill Ranch, CA 92610	94969xxxx0
Fiscalis Advisory Inc	30320 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94942xxxx5	inf@f**************.com
Edward Jones - Financial Advisor: Markus Wong	5410 Trabuco Rd Ste 110, Irvine, CA 92620	94955xxxx9	a.j*******@e********.com							87384		100000
Morgan Stanley Wealth Management	1901 Main St Ste 800, Irvine, CA 92614	94995xxxx0	acm*********@m**********.com
Balanced Wealth Management	9 Orchard Ste 104, Lake Forest, CA 92630	94967xxxx7
All Pro Investments	2152 Dupont Dr, Irvine, CA 92612	94975xxxx0	get***@s***************.com										5	1
Concierge Wealth Management	15615 Alton Pkwy Ste 450, Irvine, Ca 92618	94927xxxx0
Eddie Bryant	31681 Camino Capistrano, San Juan Capistrano, CA 92675	94922xxxx5
Knight Asset Management	27401 Los Altos Mission Viejo, CA 92691	94958xxxx0
Edward Jones	2842 E Chapman Ave, Orange, CA 92869	71463xxxx1	a.j*******@e********.com							85136
Ramsey Israwi-Thrivent	49 Discovery, Irvine, CA 92618	32383xxxx8	adm@d*********.com
Merrill Lynch Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx0	ale********@m.com	4	4
Fellows Wealth Management	100 Spectrum Center Dr #900, Irvine, CA 92618	94937xxxx6	geo@f********************.com	4	1
Alir CA	47 Discovery, Irvine, CA 92618	88835xxxx8	abd****@a*.com
O'Quinn, Antwone	20 Pacifica, Irvine, CA 92618	94945xxxx0	alb**********@u.com
Perla Capital Group	4 Park Plz Ste 1240, Irvine, CA 92614	94925xxxx7
Edward Jones	32451 Golden Lantern Ste 305, Laguna Niguel, CA 92677	94924xxxx2	a.j*******@e********.com									4
Edward Jones - Financial Advisor: Jo Cinnamon	Irvine, CA 92618	97180xxxx7
Downie Financial Group- Dave Ramsey Smartvestor Pro	26050 Acero, Mission Viejo, CA 92691	71490xxxx5	cli@c********.com	5	10
Robert Magallanes, Jr. - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx9
Gazelle Financial Group	Irvine, CA 92618	94941xxxx1
Western Financial Planning	23272 Mill Creek Dr Ste 200 Laguna Hills, CA 92653	94985xxxx0
Allen & Caron Inc	2151 Michelson Dr Ste 120, Irvine, CA 92612	94947xxxx0	and*@a*******.com
Hieu Thao Investment	33 Touraine Pl, Foothill Ranch, CA 92610	94959xxxx1
Modern Woodmen of America	29222 Rancho Viejo Rd Ste 207, San Juan Capistrano, CA 92675	94948xxxx4
O C Investors Group	31878 Del Obispo St, San Juan Capistrano, CA 92675	94929xxxx6
Modern Asset Management, Inc.	23030 Lake Forest Dr #202, Laguna Hills, CA 92653	94920xxxx3	ale************@m******************.com
Prudential Financial	25909 Pala Ste 100, Mission Viejo, CA 92691	94983xxxx1	aar*****************@p*******.com
Edward Jones	180 E Main St, Tustin, CA 92780	71457xxxx9	a.j*******@e********.com							85136
Rebecka Forrester \| TNG Real Estate	2830 Brea Blvd Fullerton, CA 92835	71441xxxx7	reb*************@m.com			4.9	13
Sonitrol	19 Spectrum Pointe Dr, Lake Forest, CA 92630	94929xxxx0	ar@s*********.com							67		69
Maluli Consulting	Riverside, CA 92509	95122xxxx3	adm@m*************.com			5	1
Merrill Lynch Financial Advisor Ellen A Nastase	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx1	bri**********@b*.com
Fjord Ventures	26051 Merit Cir, Laguna Hills, CA 92653	94934xxxx8	bbe****@f**********.com
Wells Fargo Advisors	24431 Calle De La Louisa Ste 100, Laguna Hills, CA 92653	86683xxxx6
Raymond Wesley Wealth Management	4 Venture Ste 290, Irvine, CA 92618	94955xxxx0	gra***@r**********.com							16	2	20
Mark D. Morgan - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx8
Mo Said	28641 Marguerite Pkwy, Mission Viejo, CA 92692	94954xxxx4	abc*****@f**********.com							12452		13000
Level Four Group	1920 Main St Ste 1090, Irvine, CA 92614	94977xxxx1	aha*@l***************.com
Signature America Wealth Management	22956 El Toro Rd Lake Forest, CA 92630	94921xxxx0	pau@h*******.com	5	2					112		134
BTA Advisory Group	15520 Rockfield Blvd, Irvine, CA 92618	94990xxxx9
Capital One Café	757 Spectrum Center Dr Irvine, CA 92618	94965xxxx9	aar**@c*******.com			4.2	125
Sperry Van Ness	18881 Von Karman Ave Ste 800, Irvine, CA 92612	94970xxxx0	aar******@s.com							1207	5
Yaltin Investments	6 Monterey Cir, Corona Del Mar, CA 92625	94972xxxx0
Business Brokerage Inc	41 Toulon, Laguna Niguel, CA 92677	94971xxxx2	bbi****@a.com
Royal Alliance Associates Inc	2010 Main St Ste 130, Irvine, CA 92614	94955xxxx0	aba***@r**********.com							2760	26	3300
Smart Money Investment Corporation	27061 Ironwood Dr, Laguna Hills, CA 92653	94958xxxx1
Solomon's Investments	75 Tarocco, Irvine, CA 92618	94929xxxx2
Investors Property Services	Serving theLake Forest Area	94966xxxx8
Wcm Investment Management	23702 Birtcher Dr, Lake Forest, CA 92630	94938xxxx0	aar@w******.com
Ruesoff Asset Management	28436 Chat Dr, Laguna Niguel, CA 92677	94977xxxx6
Chariots Empire Investments, Inc.	2030 Main St, Irvine, CA 92614	87758xxxx6
Ameriprise Financial	120 Vantis Dr Ste 300, Aliso Viejo, CA 92656	94966xxxx8
Financial Management Network	26041 Acero, Mission Viejo, CA 92691	94945xxxx0	asa***@f**.com	5	3
Henry A. Hernandez - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx8	abc*****@u.com
Jado Investments	1100 S Coast Hwy, Laguna Beach, CA 92651	94934xxxx0	geo**********@j************.com
Alithis Financial Advisors	Irvine, CA 92618	42433xxxx8
Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx1	a.c****@p******.com							113356	3087	131000
Capital Reserve Advisors Inc	5015 Birch St, Newport Beach, CA 92660	94975xxxx9
Hartfelder, Jack	1901 Main St, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
Accent Insurance Brokerage	26477 Rancho Pkwy S Lake Forest, CA 92630	94969xxxx2	mel**@a*********************.com
Castaneda Investments Inc	23120 Alicia Pkwy Ste 200, Mission Viejo, CA 92692	94934xxxx5	imp****@g**.com	5	2
Service Trading Co	6201 Oak Cyn, Irvine, CA 92618	94933xxxx9
Strategic Financial Group	18191 Von Karman Ave Ste 100, Irvine, CA 92612	94962xxxx0
Stan R. Bruno, Financial Advisor	22954 El Toro Rd, Lake Forest, CA 92630	94983xxxxx5	sta****@o********.com
Salt Creek Investments	14 Center Ct, Laguna Niguel, CA 92677	94963xxxx2
Pacific Investment Management Company	310 White Cap Ln, Newport Coast, CA 92657	94972xxxx0	abc*****@p**.com
Wells Fargo Bank	6503 Quail Hill Pkwy Irvine, CA 92603	94982xxxx0	acc***************@w*******.com	2.6	13	3.2	26			155155		11
Merrill Lynch Financial Advisor Joshua M Swinson	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx0	ban*******************@m.com
Gillespie, Thomas	2 Park Plz, Irvine, CA 92614	56230xxxx7	dns***@a*.com
Judy Kim - Financial Advisor, Ameriprise Financial Services	780 Roosevelt Ste 214, Irvine, CA 92620	90939xxxx9	cam********@a*.com		15
New Summit Investments	65 Enterprise, Aliso Viejo, CA 92656	88893xxxx9
JMB Financial Managers	43 Corporate Park, Irvine, CA 92606	94925xxxx4	inf@j********.com							73
Nuveen Investments	1 Park Plz Ste 325, Irvine, CA 92614	94944xxxx0	aar***********@n***.com							1812		2000
Ensemble Wealth Management	9870 Research Dr Irvine, CA 92618	86658xxxx4	ana***@e*******.com	5	9					156	36	162
Irvine Wealth Management	9870 Research Dr, Irvine, CA 92618	94978xxxx8		5	9
Confluence Wealth Management Group - Ameriprise Financial Services, LLC	26060 Acero Ste 109, Mission Viejo, CA 92691	94995xxxx2	dns***@a*.com
Merrill Lynch Financial Advisor Eric Davalos	100 Spectrum Center Dr, Irvine, CA 92618	94959xxxx4	ban*******************@m.com
Edward Jones - Financial Advisor: Mike Borgman	18200 Von Karman Ave, Irvine, CA 92612	94975xxxx3	a.j*******@e********.com										5	1
Duggins Financial	65 Vantis Dr, Aliso Viejo, CA 92656	87729xxxx1	bi@d*************.com	1	1
Private Management Group	15635 Alton Pkwy #400, Irvine, CA 92618	94975xxxx0	c18***************************@s***.wixpress	5	5
Wellcents	120 Vantis Dr, Aliso Viejo, CA 92656	86624xxxx1	gen*********@n.com							24		39
Worldwide Capital Management Inc	6 Venture Ste 305, Irvine, CA 92618	88898xxxx2	bab@w****************.com	3.7	3			5	9			114
Combe, Jeremy, AGT	2 Park Plz, Irvine, CA 92614	94966xxxx0	dns***@a*.com
Focus Wealth Management - Ameriprise Financial Services	6B Liberty Ste 225 Aliso Viejo, CA 92656	94966xxxx8	din*******@a*.com	5	2					469	9	469
Fidelity Investments	27101 Puerta Real Ste 160 Mission Viejo, CA 92691	80054xxxx4	a61**@f*****.com	2.8	21	2.9	17
Doug Banning-Morgan Stanley	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx5	acc********@m**********.com
Weems, Austin	23046 Avenida De La Carlota, Laguna Hills, CA 92653	94936xxxx4	a.j*******@e********.com
Gerber Kawasaki Wealth & Investment Management	2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405	42456xxxx0	a18***************************@s***.wixpress	4.6	138	4.8	198
Back Bay Funding	19600 Fairchild Ste 150, Irvine, CA 92612	94965xxxx0	ala@w**********************.com							493	139	477
Putman Group	9911 Irvine Center Dr Ste 100 Irvine, CA 92618	94950xxxx0	adm*@p******.com			3.9	15
Habiballa & Sons Investments	28181 Somerset, Mission Viejo, CA 92692	94927xxxx8
NextFha Mortgage	2100 Main St Ste St., Irvine, CA 92614	94980xxxx0	dav******@w***.com
Pacifica Wealth Advisors	26041 Acero, Mission Viejo, CA 92691	94930xxxx0	rob*@p***********.com	5	3							509
Inverness Graham Investments LP	15707 Rockfield Blvd, Irvine, CA 92618	94922xxxx0	aam@i************.com
Christina D’Amore - Ameriprise Financial Advisor	25411 Cabot Rd Ste 101 Laguna Hills, CA 92653	94946xxxx1	dns***@a*.com
Frehner Wealth Management	300 Spectrum Center Dr Suite 920, Irvine, CA 92618	94963xxxx1	adm@f**********.com
Global Investments Inc	294 Ambroise, Newport Coast, CA 92657	94972xxxx7
Joseph P Katzaroff, CFP-UBS Financial Services Inc	20 Pacifica, Irvine, CA 92618	94945xxxx5	alb**********@u.com
Prudential Financial	3333 Michelson Dr Ste 820, Irvine, CA 92612	94956xxxx0	a.w***@p*******.com
Young, Tony	20 Pacifica, Irvine, CA 92618	94988xxxx1	aar*****@u.com							228710		241000
Peak Investments	20 S Peak, Laguna Niguel, CA 92677	94966xxxx3
Frausto, Jose, AGT	49 Discovery, Irvine, CA 92618	71460xxxx8	adm@d*********.com
Tranzon Asset Strategies	9980 Irvine Center Dr Ste 100, Irvine, CA 92618	88831xxxx4	adv**@t****.com							11393		12000
Bank of America Financial Center	27752 Antonio Pkwy Ladera Ranch, CA 92694	94936xxxx1	and*****@b**********.com	2.1	31	2	32
Haussmann Financial	23201 Lake Center Dr Ste 300, Lake Forest, CA 92630	80077xxxx0	amy@h*****************.com
Applied Financial Planning, Inc.	100 Pacifica #400, Irvine, CA 92618	80045xxxx4	inf@a**********.com	4.6	9					264	17	265
Walker Financial Advisors	27201 Puerta Real Ste 465 Mission Viejo, CA 92691	94936xxxx1	ber*@w************.com
Versity Investments	20 Enterprise, Aliso Viejo, CA 92656	94954xxxx4	bla@v**********.com							35		43
Mike Valiente - Legacy & Wealth Finacial Advisors	300 Spectrum Center Dr #400, Irvine, CA 92618	94952xxxx5	imp****@g**.com
Birch Capital	5000 Birch St Ste 3000, Newport Beach, CA 92660	88838xxxx7	ale@b******.com
Ehrlich, Andrew, AGT	28202 Cabot Rd, Laguna Niguel, CA 92677	94946xxxx1	dns***@a*.com
Breeden, Clifford	14771 Plaza Dr, Tustin, CA 92780	94925xxxx4	dns***@a*.com
Financial Professionals Group \| FPG, A Simplicity Company	26741 Portola Pkwy, Lake Forest, CA 92610	94945xxxx9	aho@f******.com							97	12	88
Alstine Investment	31473 Rancho Viejo Rd Ste 204, San Juan Capistrano, CA 92675	56255xxxx6
Belle Investment Corp	1400 Mcgaw Ave, Irvine, CA 92614	94986xxxx3
Financial Counselor Notebook	26477 Rancho Pkwy S, Lake Forest, CA 92630	80072xxxx4
Parallax Capital Partners	23332 Mill Creek Dr Ste 155, Laguna Hills, CA 92653	94929xxxx0	inf@f**************.com
LPL Financial	5015 Birch St, Newport Beach, CA 92660	94955xxxx0	aar******@l.com
H Roark Investment Banking Inc.	4750 Von Karman Ave, Newport Beach, CA 92660	94925xxxx5
Merrill Lynch Financial Advisor Richard E Meeks	100 Spectrum Center Dr, Irvine, CA 92618	94959xxxx6	ban*******************@m.com
Ameriprise Financial	1 Park Plz Ste 600, Irvine, CA 92614	94926xxxx1	ame****************@a*.com
Buckingham Global Advisors	4 Venture, Irvine, CA 92618	94982xxxx9	buc***********@c***********.com
Brascia Investment Management	23120 Alicia Pkwy, Mission Viejo, CA 92692	94983xxxx0
Clearview Wealth Management, LLC	4 Venture suite 120, Irvine, CA 92618	94933xxxx4	abd****@c*********.com	5	2					108
MILE Wealth Management	100 Spectrum Center Dr suite 900, Irvine, CA 92618	94944xxxx0	inf@m********.com
California Inspection Authority	6939 Antique St, San Bernardino, CA 92407	94998xxxx0	cia************@g**.com	4.9	75	4.9	1080
OC Financial Group	134 Liberty St, Tustin, CA 92782	94937xxxx4	joh@o**************.com
Legacy & Wealth Financial Advisors	300 Spectrum Ctr Dr Ste 400 Irvine, CA 92618	94952xxxx5	imp****@g**.com			5	36
Innovation Investment Group	5 National Pl, Irvine, CA 92602	71460xxxx7
Edward Jones - Financial Advisor: Eric W Connella	23601 Moulton Pkwy Laguna Hills, CA 92653	94946xxxx4	a.j*******@e********.com			4	4			86726		98000
Christenson, Peter	2 Park Plz, Irvine, CA 92614	94997xxxx4	dns***@a*.com							55		57
Edward Jones - Financial Advisor: Jonathan Goodwin	24422 Avenida De La Carlota Ste 270 Laguna Hills, CA 92653	94983xxxx5	a.j*******@e********.com							87631		100000
My CPA PRO, P.C.	Laguna Beach, CA 92651	71449xxxx7	con**@m*****.com									115
Wealth Management Advisers	23441 S Pointe Dr, Laguna Hills, CA 92653	94960xxxx0	jge**@c*****.com					5	19			225
Scottrade - Online Trading & Stock	13209 Jamboree Rd, Tustin, CA 92782	71466xxxx2	dns***@s***.com
David Parker - Thrivent	49 Discovery Suite 140, Irvine, CA 92626	94932xxxx0	adm@d*********.com							85		89
Handmade Investments A I	17462 Von Karman Ave, Irvine, CA 92614	71439xxxx4
GC Group Wealth Management - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx3	abc*****@u.com
The Focal Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx6	acc********@m**********.com
American Funds	6455 Irvine Center Dr, Irvine, CA 92618	94997xxxx0	afi*****@a**********.com	3.9	18					170891		185000
Curtis Ostling-Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx4	acm*********@m**********.com
Comprehensive Financial Inc	16520 Bake Pkwy, Irvine, CA 92618	94950xxxx7	cor**@c***********.com							197	12	215
Marion Consulting	1604 E 4th St Ste A, Santa Ana, CA 92701	71424xxxx4	aga**@k**********.com
NFP	120 Vantis Dr #400, Aliso Viejo, CA 92656	94946xxxx8	ada@n.com							6208	93	6500
Tu Tran Cfp	17822 17th St, Tustin, CA 92780	71473xxxx1
The Balog Group-Morgan Stanley	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx6	acc********@m**********.com
Merrill Lynch Financial Advisor Taryn P Moll	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx9	ban*******************@m.com
Brunel Investment Co	12171 Hermon Dr, Tustin, CA 92782	71473xxxx4
Managed Asset Companies	25401 Cabot Rd #206, Laguna Hills, CA 92653	94926xxxx0	dgi*****@m*********.com
Paul Barker - Financial Advisor, Ameriprise Financial Services - CLOSED	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx6	dns***@a*.com
Investment R/E Source	31897 Del Obispo St, San Juan Capistrano, CA 92675	94944xxxx3	lis****@i****************.com
Merrill Lynch Financial Advisor Patrick R Newton	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx0	ban*******************@m.com
Time Quest	30251 Golden Lantern, Laguna Niguel, CA 92677	94963xxxx5	con**@p***********.org
Medfocus Management Co	13844 Alton Pkwy Ste 131, Irvine, CA 92618	94958xxxx0
Coyle Retirement Solutions	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94925xxxx5
Community Capital Advisory Group	203 Danbrook, Irvine, CA 92603	94946xxxx7
Woo, Mandy M, CFP	4 Venture, Irvine, CA 92618	94945xxxx3	bri*************@a*.com							10		10
Pelorus Capital Management	7700 Irvine Center Dr Suite 520, Irvine, CA 92618	71490xxxx7	Ale**********@w*****.com
Tangible Investments LLC	1910 S Coast Hwy, Laguna Beach, CA 92651	94971xxxx3	app****@t*.com	4.6	51
Event Solutions	22521 Avenida Empresa, Rancho Santa Margarita, CA 92688	94988xxxx5	d20***********************************@w***************.com
Prudential Real Estate	23807 Aliso Creek Rd, Laguna Niguel, CA 92677	94942xxxx0
Asset Retention	23171 La Cadena Dr Laguna Hills, CA 92653	94959xxxx9	ang***@a************.com	4.3	6	5	3	4.4	8	127	20	131
Alefi, Ozair	1901 Main St, Irvine, CA 92614	94995xxxx2	acc********@m**********.com
Trusted Policy Funds	23046 Avenida De La Carlota Ste 600, Laguna Hills, CA 92653	94951xxxx8
Ossola Wealth Management	130 Vantis Dr UNIT 135, Aliso Viejo, CA 92656	94925xxxx2	all********@o*****.com
American Healthcare Investors	18191 Von Karman Ave, Irvine, CA 92612	94927xxxx0	ali**@a************************.com
Halbreich Financial Advisory Group-Ameriprise Financial Serv	28202 Cabot Rd, Laguna Niguel, CA 92677	94946xxxx9	dns***@a*.com							125		127
Financial Advisor- Voya Financial	7552 Walnut Ave Ste145 Tustin, CA 92604	71493xxxx0	aar@v*.com			1	9
Wells Fargo Advisors	32222 Camino Capistrano, San Juan Capistrano, CA 92675	94966xxxx8
Byron Groves Attorney At Law	23232 Peralta Dr Ste 111, Laguna Hills, CA 92653	94958xxxx1	joh****@b****************.com
GOLD KEY Wealth Management	24031 El Toro Rd Ste 330 Laguna Hills, CA 92653	94930xxxx0
Crown Capital Securities	32244 Paseo Adelanto, San Juan Capistrano, CA 92675	94948xxxx8
Filigree Wealth Advisors	530 Technology Dr Suite 100, Irvine, CA 92618	94998xxxx7	chr@f*************.com
Edward Jones	2540 Main St Ste W, Irvine, CA 92614	94986xxxx6
Financial Advisor CPA	24301 Muirlands Blvd, Lake Forest, CA 92630	94977xxxx1				5	1
G W Sherwold Associates Inc	22994 El Toro Rd, Lake Forest, CA 92630	94947xxxx0	gar@g********.com									28
Larry Hamm-Thrivent	49 Discovery, Irvine, CA 92618	71429xxxx3	adm@d*********.com
Altura1 Investments LLC.	8 Corporate Park Ste 200, Irvine, CA 92606	94939xxxx6
Rainmaker Reverse	25152 Windwood Ln Lake Forest, CA 92630	94986xxxx1	c18***************************@s***.wixpress
Edward Jones - Financial Advisor: Craig A Eshenko, AAMS™	31991 Dove Canyon Dr Ste D, Trabuco Canyon, CA 92679	94985xxxx4	a.j*******@e********.com							87631		100000
Merrill Lynch Financial Advisor Eric Chen	100 Spectrum Center Dr, Irvine, CA 92618	94959xxxx0	ban*******************@m.com
Greber Tax Advisors	25231 Paseo De Alicia Ste 205, Laguna Hills, CA 92653	94937xxxx0	and*@g**************.com
Saposh & Malter Inc	15 Vantis Dr, Aliso Viejo, CA 92656	94940xxxx0	har*@s*********.com	5	1
Newport Coast Capital Management	5000 Birch St Ste 600, Newport Beach, CA 92660	94972xxxx0
Edward Jones - Financial Advisor: Jason K Somrak	26161 Marguerite Pkwy, Ste D Mission Viejo, CA 92692	94936xxxx5	a.j*******@e********.com			5	1
Kelemen Caamano Investments	2860 Michelle, Irvine, CA 92606	94923xxxx2
Premier Notary and Loan Signing Specialist	Irvine, CA 92620	71467xxxx5
Revive Capital	300 Spectrum Center Dr #400, Irvine, CA 92618	88890xxxx1	inf@m*************.com	5	9
Johnson, Mark, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx2	ame****************@a*.com
Option Investments, Inc. (OpVest)	300 Spectrum Center Dr Ste 1030, Irvine, CA 92618	94926xxxx0	aci******@o***.com
Thomas Ahola Real Estate Advisor	Dana Point, CA 92629	31021xxxx4
Roth Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx3
Strada Capital Group	100 Spectrum Center Dr Ste 900, Irvine, CA 92618	94978xxxx0	ana****@s**********.com							6191	113	5900
Griffin Capital Securities	18191 Von Karman Ave, Irvine, CA 92612	94927xxxx0	ada@g************.com
SMA Financial	20 Truman Ste Ste 201 Irvine, CA 92620	94955xxxx9	ash*****@s************.com			5	1
Niki Investments Inc	6622 Irvine Center Dr, Irvine, CA 92618	31047xxxx5
Select Portfolio Management	120 Vantis Aliso Viejo, CA 92656	94997xxxx0				1	2
Saatchi Investment Corp	14200 Culver Dr, Irvine, CA 92604	94973xxxx6
Holistic Financial Planning	6 Venture STE 390, Irvine, CA 92618	94959xxxx0	c.b********@l.com					5	12			6200
Affinity24	1322 Bell Ave Ste 1L Tustin, CA 92780	84472xxxx4	aus*@a*******.com			5	9
Morgan Stanley Wealth Management	1221 E Dyer Rd, Santa Ana, CA 92705	71454xxxx0	aar*********@m*********************.com
Arthur P. Fishman	Laguna Beach, CA 92651	94941xxxx8	art********@f**********.net			3.7	3
Merrill Lynch Financial Advisor Zhen Liu	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx7	dom***************@b**********.com
Prudential Financial	3333 Michelson Dr, Irvine, CA 92612	94944xxxx0	aar*****************@p*******.com							558349		564000
Edward Jones	25909 Pala Ste 315, Mission Viejo, CA 92691	94945xxxx2	a.j*******@e********.com							86209		96000
Sean Little - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	61936xxxx3	ale***********@t*****.com
Wealth Management Advisers	23441 S Pointe Dr #290, Laguna Hills, CA 92653	94960xxxx0
Askew Kabala & Co. Inc.	242 W Main St, Tustin, CA 92780	71450xxxx0	con**@a********.com
Merrill Lynch Financial Advisor Anthony A Mariconda	100 Spectrum Center Dr #1100, Irvine, CA 92618	94985xxxx9	ban*******************@m.com
Align Wealth Advisors	24031 El Toro Rd Ste 210, Laguna Hills, CA 92653	94971xxxx5	inf@a*****************.com	1	1					53	7	58
Tyler James Pace, CPA, MAFM	Irvine, CA 92606	94942xxxx5				5	1
DW Investment Group	1720 E Garry Ave Ste 220, Santa Ana, CA 92705	94955xxxx8
Daniel Roberts, MSFS	603 Parkcenter Dr, Santa Ana, CA 92705	71466xxxx5	joh****@d**************.com
SLD Financial	100 Spectrum Center Dr 9th floor, Irvine, CA 92618	94986xxxx9		4.7	82
Bank of England Mortgage	26040 Acero, Ste.114, Mission Viejo, CA 92691	94961xxxx2
Capital Investment & Ventures	30151 Tomas, Rancho Santa Margarita, CA 92688	94985xxxx7	aak************@p*.com							492597		25
Black Dog Sales	32422 Alipaz St # B-4B, San Juan Capistrano, CA 92675	94921xxxx1
Michael Guidroz - Raymond James	7545 Irvine Center Dr Ste 214, Irvine, CA 92618	85853xxxx5	aar**********@r*********.com	5.03						16956
MetLife	17542 17th St Ste 410, Tustin, CA 92780	71473xxxx0	a@m******.com							694834	4075
Kenneth B. Krantz, CPA	23276 S Pointe Dr Ste 219 Laguna Hills, CA 92653	94983xxxx0	kbk@o*******.com	3.7	3	5	3					71
Signature Estates and Investment Advisors	2010 Main St, Irvine, CA 92614	94970xxxx8	adm@s*.com
John Wheeler Investments Inc	7545 Irvine Center Dr, Irvine, CA 92618	31062xxxx8
Algarin, Michael	1901 Main St, Irvine, CA 92614	94995xxxx5	acc********@m**********.com
Affinity Investment Advisors	18111 Von Karman Ave Ste 550, Irvine, CA 92612	94966xxxx3	ale*****@a***************.com
Thomas E Smith - Financial Advisor, Ameriprise Financial Services	2020 Main St Ste 250, Irvine, CA 92614	94933xxxx0	dns***@a*.com
Oc Securities	22672 Lambert St Ste 602, Lake Forest, CA 92630	94991xxxx4
Ubs	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx0	aar*****@u.com							229155		242000
DE Jones Financial Management	26632 Towne Centre Dr # 300, Lake Forest, CA 92610	71473xxxx2		5.01
Annette Di Bello, CPA, CFP® - Di Bello Financial Inc.	9870 Research Dr Irvine, CA 92618	94971xxxx0	bbo*@d****************.com			4.2	6
Oc Realty Advisors	1 Technology Dr, Irvine, CA 92618	61224xxxx0											5	1
Local Investments Direct	30100 Crown Valley Pkwy, Laguna Niguel, CA 92677	94951xxxx0	don*****@l**************.com
Merrill Lynch Financial Advisor Jason T Tong	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx7	ban*******************@m.com
Basdakis Wealth Management Group	114 Pacifica Ste 320 Irvine, CA 92618	94950xxxx5
Bridgewater Captial Corp	2 Park Plz, Irvine, CA 92614	94925xxxx0	and@b**********.com
FDP Wealth Management	8841 Research Dr, Irvine, CA 92618	94985xxxx7	bry@f*****.com
McDonnell Investment Management	24872 Golden Vis, Laguna Niguel, CA 92677	94936xxxx2	b.c***@m*****************.com
The Linzmeier Pitcher Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx4	acc********@m**********.com
Sun Pacific Group	Serving theLake Forest Area	94951xxxx9
Michael Beattie - Financial Advisor, Ameriprise Financial Services	30320 Rancho Viejo Rd Ste 15, San Juan Capistrano, CA 92675	94954xxxx9	dns***@a*.com
SageView Advisory Group	1920 Main St Ste 800, Irvine, CA 92614	80081xxxx2	ach@s*************.com							150	6	158
Applied Financial Planning	100 Pacifica Ste 400 Irvine, CA 92618	71492xxxx0	inf@a**********.com			4	9			264	17	265
Edward Jones - Financial Advisor: Robert Brown	27772 Vista Del Lago Ste B-21 Mission Viejo, CA 92692	94946xxxx0	a.j*******@e********.com							87631		100000
Concord Investment Council	9811 Irvine Center Dr, Irvine, CA 92618	94985xxxx0	gid*@c****.com							52	2	53
Integra Equity Partners	111 Pacifica, Irvine, CA 92618	94946xxxx9
Tyler James Pace, CPA, MAFM	3000 Ladrillo Aisle, Irvine, CA 92606	94942xxxx5
Maven Group Investment Strategies	530 Technology Dr Ste 100 Irvine, CA 92618	94939xxxx3	inf@m***********.com	5	11
DPS Financial Service Inc	30448 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94982xxxx7	pri**************@n*********.net
Clarke Financial Group	17780 Fitch, Irvine, CA 92614	94922xxxx3	cbo@c****.com
The March Group	7545 Irvine Center Dr, Irvine, CA 92618	94962xxxx5
Manta Group	20992 Bake Pkwy Ste 110, Lake Forest, CA 92630	94991xxxx5
Terrada Investment Corp	4940 Campus Dr Ste C, Newport Beach, CA 92660	94975xxxx0
Edward Jones - Financial Advisor: Ryan P McLaughlin	22362 Gilberto Ste 130 Rancho Santa Margarita, CA 92688	94970xxxx9	a.j*******@e********.com							87631		100000
Edward Jones	27042 Towne Centre Dr STE 205, Foothill Ranch, CA 92610	94959xxxx6	acc********@e********.com	5	1					86740		98000
Pro Investment Consultant	28965 La Carreterra, Laguna Niguel, CA 92677	94949xxxx6
Pacifica Wealth Advisors	9870 Research Dr, Irvine, CA 92618	94930xxxx0	joh@p************.com					4.9	28	484		512
Diversified Real Property Management	180 E Main St Ste 101, Tustin, CA 92780	71454xxxx5	ahm@d******.com
Ascend Financial Advisers	100 Pacifica Ste 370, Irvine, CA 92618	94945xxxx4	jil******@a************.org
Amchamp	1802 Holly Tree Ln, Santa Ana, CA 92705	90926xxxx1
Westcore Properties	29222 Rancho Viejo Rd, San Juan Capistrano, CA 92675	85862xxxx0	aar@w*****.net							341	118	359
Fidelity Investments	2211 Michelson Dr, Irvine, CA 92612	80033xxxx9	a61**@f*****.com	4	14					320221
Charles Fish Investments	2010 Main St Ste 130, Irvine, CA 92614	94929xxxx0
Lendevity	21031 Ventura Blvd Ste 512 Woodland Hills, CA 91364	81862xxxx3	con**@l******.com			4.9	49
Athos Capital Advisors	Newport Beach, CA 92660	31097xxxx5	cli********@a*****************.com									13
First Foundation Bank	18101 Von Karman Ave Ste 750, Irvine, CA 92612	94920xxxx0	ada@f****************.com
Owen Zhang - OZ Wealth Management	530 Technology Dr Ste 100 Irvine, CA 92618	94952xxxx3	zha*******@g**.com			5	19
Dale A. Wood, CFP	22954 El Toro Rd, Lake Forest, CA 92630	94983xxxx0	daw*@o********.com	5.01
Acheron Investment Group	1203 Abelia, Irvine, CA 92606	94933xxxx8
O C Investment Pros	2312 Park Ave, Tustin, CA 92782	94937xxxx9
Towneley Capital Management, Inc.	23197 La Cadena Dr, Laguna Hills, CA 92653	80054xxxx2	car*@t*****.com	5	2
Gold Alliance	Serving theLake Forest Area	80045xxxx5
Keza Corp	27 Spectrum Pointe Dr, Lake Forest, CA 92630	94924xxxx7	hel@k*****.com							586776		759000
Bizniya Corp	22762 Aspan St, Lake Forest, CA 92630	94935xxxx5	deb******@t**.com	5	13
Fair Trade Real Estate	5 Park Plz Ste 1150, Irvine, CA 92614	94997xxxx8	a30***********************************@w***************.com					5	15	871	85	981
EHG Financial Planning Services	9870 Research Dr Irvine, CA 92618	94947xxxx1	cal****@e*********.com		62
Watermark Capital	100 Spectrum Center Dr Ste 520 Irvine, CA 92618	80089xxxx5	bwi***@w**************.com			4.4	379
Bankers Investment Group	28202 Cabot Rd Ste 305, Laguna Niguel, CA 92677	94969xxxx9
Merrill Lynch Wealth Management	24422 Avenida De La Carlota Ste 400, Laguna Hills, CA 92653	94985xxxx0	ban*******************@m.com
Wells Fargo Advisors	2677 Park Ave, Tustin, CA 92782	71456xxxx0
Sterling Financial Advisors	25950 Acero #310, Mission Viejo, CA 92691	94985xxxx0	bra******@s*******.com	5	1
Merrill Lynch Financial Advisor David T Matthey	100 Spectrum Center Dr, Irvine, CA 92618	94959xxxx7	bri**********@b*.com
Merrill Lynch Financial Advisor Jianming Zang	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx7	ban*******************@m.com
Gilgen Investment Inc	20770 Lake Forest Dr, Lake Forest, CA 92630	94991xxxx8
M a H Invest	10 Doheny, Laguna Niguel, CA 92677	94924xxxx3
Aspiriant Wealth Management	7700 Irvine Center Dr Suite 940, Irvine, CA 92618	94962xxxx6	aa@a********.com	1	1			4.9	14	128	14	149
Dove Investment Research and Management	100 Pacifica Ste 300 Irvine, CA 92618	94927xxxx0	den@d************.com			3	2
Realty Investment Assn-Calif	17802 Irvine Blvd Ste 117, Tustin, CA 92780	71454xxxx4	ell******@y**.com									38
Edward Jones - Financial Advisor: Garret Ring	30131 Town Center Dr Ste 145, Laguna Niguel, CA 92677	94924xxxx8	a.j*******@e********.com							29		33
Optimus Advisory Group	6 Venture #200, Irvine, CA 92618	94972xxxx4
Edward Jones - Financial Advisor: Tim Werth	25950 Acero Ste 320 Mission Viejo, CA 92691	94958xxxx4	a.j*******@e********.com							87631		100000
The Collier Buri Group at Morgan Stanley-Morgan Stanley	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx6	acc********@m**********.com
Investment Quality Trends	27132 Paseo Espada, San Juan Capistrano, CA 92675	94921xxxx5	653***********************************@w***************.com
Duttenhofer Advisory Group	1100 S Coast Hwy Ste 210A, Laguna Beach, CA 92651	94949xxxx0	inf@o***************.com
Ameriprise Financial	25411 Cabot Rd Ste 101, Laguna Hills, CA 92653	94946xxxx1	ame****************@a*.com
Nevine Carmelle	Irvine, CA 92620					5	1
Professional Equities Inc	23201 Mill Creek Dr Ste 300, Laguna Hills, CA 92653	94995xxxx7	907***********************************@w***************.com
Hsu Investment Company	1491 Santa Fe Dr, Tustin, CA 92780	71425xxxx8
Edward Jones - Financial Advisor: Jade Berniard	17822 17th St Ste 405, Tustin, CA 92780	71483xxxx6
Edward Jones - Financial Advisor: James B Johnson	27001 Moulton Pkwy, Aliso Viejo, CA 92656	94936xxxx4	a.j*******@e********.com
Edward Jones - Financial Advisor: Surong Lin	6813 Quail Hill Pkwy Irvine, CA 92603	94982xxxx7	acc********@e********.com							87586		100000
Merrill Lynch Wealth Management	3 Cameo Crst, Laguna Niguel, CA 92677	94985xxxx4
Sasha R. Kottmeier - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx7
Blue Chip Macro	729 Montana Ave Ste 7 Santa Monica, CA 90403	80091xxxx7	car**@b**********.com
Fellows Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94981xxxx0	abe*******@w***************.com
Merrill Lynch Financial Advisor Karen Spilly-Shahinian	100 Spectrum Center Dr #1100, Irvine, CA 92618	94985xxxx1	ban*******************@m.com
Firehorse Enterprise	25422 Trabuco Rd Suite 105-246, Lake Forest, CA 92630	95170xxxx3
US Credit Collection Agency	9891 Irvine Center Dr, Irvine, CA 92618	94924xxxx9
Carver, Robert Morris	20 Pacifica, Irvine, CA 92618	94945xxxx5	abc*****@u.com
Passco Property Management Inc	2050 Main St Ste 650, Irvine, CA 92614	94944xxxx0	abr*@p***.com	4.5	32
Edward Jones - Financial Advisor: Stephen Roh	18200 Von Karman Ave Ste 560, Irvine, CA 92612	94975xxxx3
McGuirk, Stephen	26141 Marguerite Pkwy, Mission Viejo, CA 92692	94951xxxx3	dns***@a*.com
MKT Wealth Management	9870 Research Dr, Irvine, CA 92618	94920xxxx1	inf@m***.com							1127	3	1100
Lee, Liling	20 Pacifica, Irvine, CA 92618	94945xxxx6	abc*****@u.com
Trinity Investments	23161 Mill Creek Dr Ste 320, Laguna Hills, CA 92653	94959xxxx0	aag****@t***************.com
Konex A V Inc	22600 Lambert St, Lake Forest, CA 92630	94947xxxx0	che***@i***********.com					4.6	25	1445	2	1400
Beattie, Michael	30320 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94954xxxx9	dns***@a*.com
KNR Consulting Group & Wealth Management	28202 Cabot Rd # 445, Laguna Niguel, CA 92677	94921xxxx0		5	3
Edward Jones	12341 Newport Ave Suite B-100, Santa Ana, CA 92705	71483xxxx0	a.j*******@e********.com							15
Mitchell Anthony Capital Management	9259 Research Dr, Irvine, CA 92618	94985xxxx0	inf@m********************.com
Aarons Vilma M Attorney	23521 Paseo De Valencia, Laguna Hills, CA 92653	94945xxxx5
Coto Insurance & Financial Services	200 Spectrum Center Dr Ste 150 Irvine, CA 92618	94985xxxx0	ana**@c**********.com			3.9	11
Roman Risk & Insurance Services	8707 Research Dr, Irvine, CA 92618	94968xxxx2	inf@i****.com									94
UBS Financial Service	20 Pacifica, Irvine, CA 92618	94945xxxx0	aar*****@u.com							228710		241000
Doug Jones Associates	26477 Rancho Pkwy S, Lake Forest, CA 92630	94969xxxx0	acc*****@j***********.com
Solana Investments Inc	23641 Via Linda, Mission Viejo, CA 92691	94921xxxx0
Bright Wealth Advisors	400 Spectrum Center Dr Floor 19, Irvine, CA 92618	94927xxxx4	hen@b*****************.com	5	3			5	10			164
StrataTax	5694 Mission Center Rd Ste 215 San Diego, CA 92108	85822xxxx0				5	135
Edward Jones - Financial Advisor: Michael J. Hernan	23101 Lake Center Dr Ste 340 Lake Forest, CA 92630	94969xxxx3	a.j*******@e********.com							87631		100000
Andy Tran - Edward Jones	999 Corporate Dr Ste 205 Ladera Ranch, CA 92694	94934xxxx3
Richard Ward \| Stifel Financial Advisor	20 Pacifica, Irvine, CA 92618	94927xxxx0	war@s***.com							4665		5100
Tetrad Investments	15190 Kensington Park Dr, Tustin, CA 92782	71469xxxx4	d.j@d***********.com	4	519
Yosemite Capital Mangagement	17501 17th St Ste 100, Tustin, CA 92780	71473xxxx0	aan***@y************.com
Kenneth Franklin-Private Wealth Advisor, Ameriprise Financial Services	6B Liberty, Aliso Viejo, CA 92656	94966xxxx8	din*******@a*.com							471	9	472
Cardinal Partners	28202 Cabot Rd Ste 200, Laguna Niguel, CA 92677	94934xxxx4
Spilly-Shahinian, Karen	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx1	ban*******************@m.com
RLH Equity Partners	18300 Von Karman Ave, Irvine, CA 92612	94942xxxx0	aad*@r******.com
Daniel Dubois	6B Liberty Ste 130 Aliso Viejo, CA 92656	94938xxxx7	dan@d********.com	3.4	5	3.8	10
KS Financial Advisors	6201 Oak Canyon #200, Irvine, CA 92618	94927xxxx0
LPL Financial	24832 Los Gatos Dr, Laguna Hills, CA 92653	71443xxxx5	aar******@l.com							20010	214	21000
Financial Portfolio	30732 Calle Barbosa, Laguna Niguel, CA 92677	94971xxxx9	inf@p****************.com
Securities America	15707 Rockfield Blvd, Irvine, CA 92618	94947xxxx6	aad******@s**************.com
E F Heagen & Associates - LPL Financial	30448 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94948xxxx1	pri**************@n*********.net
Mutual of Omaha Advisors-Southern California-Irvine	1 Park Plz, Irvine, CA 92614	94985xxxx9	abc*****@m**********.com
Edward Jones - Financial Advisor: Travis C Macaluso	25909 Pala Ste 315 Mission Viejo, CA 92691	94945xxxx2	a.j*******@e********.com							87631		100000
Certus Financial Group	25909 Pala Ste 380 Mission Viejo, CA 92691	94936xxxx3	aly**@i****.com
Northstar Financial	25301 Cabot Rd Ste 206, Laguna Hills, CA 92653	94929xxxx2	jay@l***************.com
Crystal Cove Wealth Management	16530 Bake Pkwy Ste 100 Irvine, CA 92618	94975xxxx8
Van Kampen Merritt Inc	24422 Avenida De La Carlota, Laguna Hills, CA 92653	94983xxxx1
Sentient Financial, LLC	24361 El Toro Rd Suite 230 Suite 230, Laguna Woods, CA 92637	94930xxxx6	pat**@m********.com
Spectra Asset Management	Laguna Beach, CA 92651	94949xxxx3
Edward Jones - Financial Advisor: Stephanie Bartels	2540 Main St, Irvine, CA 92614	94986xxxx6	a.j*******@e********.com							87358		99000
Sarah Nagel, CPA	23193 La Cadena Dr Ste 104 Laguna Hills, CA 92653	94929xxxx8	sna*@s*******.com			4.8	29
Todd Avakian	9851 Irvine Center Dr Ste 100 Sierra Pacific Mortgage Irvine, CA 92618	94963xxxx4	bob*******@s******************.com			5	18	5	14	166		165
Sophie Lupu - U.S. Bancorp Investments	22831 Lake Forest Dr Lake Forest, CA 92630	94976xxxx7	ale**********@u***.com							345669	5063	348000
Accredited Investment Management	2030 Main St Ste 1300, Irvine, CA 92614	94967xxxx5	abh*********@k*.com
Hansen Pierce Wealth Management Group	400 Spectrum Ctr Dr Ste 2000 Irvine, CA 92618	94927xxxx0
Metlife	5 Park Plz Ste 1900, Irvine, CA 92614	94922xxxx0	abc*@m****.com							696170	4074
Village Northwest	24670 Royale Rdg, Laguna Niguel, CA 92677	94924xxxx0
Jmr Capital Partners	1805 Laguna Canyon Rd, Laguna Beach, CA 92651	80042xxxx5
Dahl, James E	20 Pacifica, Irvine, CA 92618	94945xxxx8	abc*****@u.com
Towneley Capital Management	23197 La Cadena Dr Laguna Hills, CA 92653	94983xxxx0	car*@t*****.com	5	2	5	1
Abi Ltd	23276 S Pointe Dr, Laguna Hills, CA 92653	94985xxxx6	cin@a****.com
The Thompson Katzaroff Kottmeier Group - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx5	abc*****@u.com
Advanced Financial Strategies Inc	5 Hubble, Irvine, CA 92618	94945xxxx0	pie*@w.afsplanning
Wealth Management & Business Concepts	23201 Lake Center Dr Lake Forest, CA 92630	94982xxxx2
Chase Douglas - State Farm Insurance Agent	23101 Moulton Pkwy Ste 103 Laguna Hills, CA 92653	94920xxxx1	cha@c*********.com			4.6	22			239	3
Jordan Liebling - Thrivent	49 Discovery Ste 140, Irvine, CA 92618	76083xxxx5	ale***********@t*****.com
Zions Bank	24531 Ladera Dr, Mission Viejo, CA 92691	94945xxxx8
Prudential Financial	14200 Culver Dr, Irvine, CA 92604	94955xxxx1	abc*****@p*******.com
Ben Robinson	77 Cottage Ln, Aliso Viejo, CA 92656	94958xxxx1	joh*****@t**************.com
Merrill Lynch Wealth Management Advisor Jay Tamkoc	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx5	ale********@m.com	4	4
Edward Jones - Financial Advisor: Michael J Kosolcharoen	999 Corporate Dr Ste 205 Ladera Ranch, CA 92694	94934xxxx3	a.j*******@e********.com							87631		100000
G W Sherwold Associates	22994 El Toro Rd, Lake Forest, CA 92630	94947xxxx0	ask**@s*.org	5	1							28
Silversage Advisors	19200 Von Karman Ave Ste 500, Irvine, CA 92612	94922xxxx5	dsa*@s***************.com
Martin Accountancy	100 Spectrum Center Dr Ste 1220 Irvine, CA 92618	94945xxxx0
Hall Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx1	a.h*@h*****.com
CFI Inc	30 Corporate Park, Irvine, CA 92606	94929xxxx0	anh@c*********************.com
O'Neill Financial Management, Inc	23201 Lake Center Dr #215, Lake Forest, CA 92630	94958xxxx7	jl@o*******.com
iAsset Property Management	9801 Irvine Center Dr, Irvine, CA 92618	94939xxxx1	con******@i*******.com
N B Pelican Investment Inc	7700 Irvine Center Dr, Irvine, CA 92618	94938xxxx0	a.b****@h**********.com
Power Gateway Investment Co Ltd	31103 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94993xxxx3
Ameriprise Financial	4199 Campus Dr Ste 550, Irvine, CA 92612	94997xxxx0	dns***@a*.com
Anderson Accounting	26062 Merit Cir Ste 108 Laguna Hills, CA 92653	94921xxxx5	and*****@a******************.com			1	1			259	3	263
Moler Capital Management	9070 Irvine Center Dr Ste 240, Irvine, CA 92618	94974xxxx3	mat**@m*********.com
TideRock Financial, LLC		94921xxxx2	inf@t***************.com									13
Kuber Investments	Irvine, CA 92618	94933xxxx4	inf@k**************.com
Wealth Planning Group	9841 Irvine Center Dr, Irvine, CA 92618	94925xxxx5	doe***@w*********.com
Robert Morris Carver - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx5
Nicholas Romero-Thrivent	49 Discovery, Irvine, CA 92618	90978xxxx3	adm@d*********.com
Shirk, Jason	2020 Main St, Irvine, CA 92614	94966xxxx8	dns***@a*.com
Sullivan Wealth Management Group	100 Spectrum Center Dr Ste 900 Irvine, CA 92618	91652xxxx0	inf@s*********.com
Kelley, Katie	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx7	acc********@m**********.com
Edward Jones	17592 17th St, Tustin, CA 92780	71454xxxx2	a.j*******@e********.com							148		149
Torres, Donald E	2600 Michelson Dr, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Darany Michael A	17802 Irvine Blvd, Tustin, CA 92780	71483xxxx0	jls@m*******.com
Zeiger Capital Management Inc	2192 Martin, Irvine, CA 92612	94975xxxx9
Securities America Advisors-Ken Mascari	22954 El Toro Rd, Lake Forest, CA 92630	94945xxxx0	aad******@s**************.com
Jason Niles Burch - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	42434xxxx8	dns***@a*.com
Balteanu, Andrea, AGT	2600 Michelson Dr, Irvine, CA 92612	94925xxxx0	ame****************@a*.com
Merrill Lynch Financial Advisor Chia-Hsin Chen	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx3	ban*******************@m.com
Win-Team	560 Wald Irvine, CA 92618	94933xxxx0	a.r****@w*****.org			5	1
Principal Financial Group	18101 Von Karman Ave, Irvine, CA 92612	94947xxxx0	a.s**@p******.com							68212	230	70000
Berry, Michael	24361 El Toro Rd, Laguna Woods, CA 92637	94957xxxx2	a**00@a*****.com
Financial Advisors Network	1432 Edinger Ave Ste 200, Tustin, CA 92780	71459xxxx0	doe***@f*********************.net							178	6	213
Alliance West Mortgage	2 S Pointe Ste 110 Lake Forest, CA 92630	85529xxxx3	aar*@a****.com			5	54
Bailey Financial Management and Insurance Services	15615 Alton Pkwy #450, Irvine, CA 92618	71483xxxx1	inf@t*********.com	5	1
Kanani Advisory Group	16510 Bake Pkwy Ste 100 Irvine, CA 92618	87782xxxx7	clo*@k****************.com			4.5	20			248	9	267
The Woo Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx8	acc********@m**********.com
Clearview Wealth Management LLC	4 Venture Ste 120, Irvine, CA 92618	94933xxxx4	abd****@c*********.com							107		111
Scottrade	24012 Calle De La Plata Ste 135, Laguna Hills, CA 92653	94946xxxx1	dns***@s***.com							392904		400000
Davlyn Investments	999 Corporate Dr, Ladera Ranch, CA 92694	94975xxxx0	ada****@d**************.com
Orange County Wealth Management Company	23046 Avenida De La Carlota Ste 150 Laguna Hills, CA 92653	94974xxxx5				3	2
College Aid Smart	780 Roosevelt Ste 215 Irvine, CA 92620	94970xxxx7	jen@c************.com
Wealth Management & Business	2 Venture, Irvine, CA 92618	94982xxxx2	hel@w*.financial							241	8	239
Challenger Co	6B Liberty, Aliso Viejo, CA 92656	94975xxxx4	nan@c*************.com
Merrill Lynch Financial Advisor Peter M Henziak	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx0	bri**********@b*.com
Michael J Russo	2600 Michelson Dr, Irvine, CA 92612	94937xxxx0	dns***@a*.com							223		224
California Coastal Loans	26381 Crown Valley Pkwy Ste 230 Mission Viejo, CA 92691	94972xxxx6	amy@c*************.com			5	134
U.S. Bank - Wealth Management Banker: Nataliia Romriell	24340 El Toro Rd, Laguna Woods, CA 92637	94923xxxx9	aar**********@u***.com
Laura Hahamian - State Farm Insurance Agent	23792 Rockfield Blvd Ste 220 Lake Forest, CA 92630	94960xxxx0	lau@l**********.com			5	55			266	159
MCF Capital Management, LLC	23010 Lake Forest Dr # E, Laguna Hills, CA 92653	94947xxxx9	60a***********************************@w***************.com
Harvey & Sobek	23120 Alicia Pkwy Ste 100 Mission Viejo, CA 92692	94993xxxx9
SPJ Investments	6781 Quail Hill Pkwy, Irvine, CA 92603	94941xxxx9
Buckingham Strategic Wealth	3 Park Plz Ste 420, Irvine, CA 92614	87769xxxx2	adm@b**************.com							553	6	650
Muller Capital Investments	28241 Crown Valley Pkwy, Laguna Niguel, CA 92677	94970xxxx2
PJC Investments Inc	28112 San Lucas, Mission Viejo, CA 92692	94982xxxx5
Jonathan Schiff - Raymond James	9271 Research Dr, Irvine, CA 92618	94986xxxx0	aar********@r*********.com							17451		18000
Antwone O'Quinn - UBS Financial Services Inc.	20 Pacifica Suite 1500, Irvine, CA 92618	94945xxxx0
Ameriprise Financial Services Inc	2 Park Plz, Irvine, CA 92614	94925xxxx0	dns***@a*.com
Peshke Financial	Mission Viejo, CA 92691	87797xxxx0	cha@p*************.com	5	13	4.9	124			344		327
Irvine East Investment Co	14725 Alton Pkwy, Irvine, CA 92618	94985xxxx8
MPX Insurance Services	6B Liberty Ste 200 Aliso Viejo, CA 92656	86655xxxx0	ale@m**********.com			4.3	124
Seguin Group	4 Palmera, Rancho Santa Margarita, CA 92688	94945xxxx8
BBVA Compass	2050 Main St Ste 650, Irvine, CA 92614	94973xxxx0
1st National Capital Corp	26050 Towne Centre Dr, Laguna Hills, CA 92653	94970xxxx0	abl*@f*****.com
F & B Investments	28651 Silverton Dr, Laguna Niguel, CA 92677	94936xxxx4
Pinecreek Investment Co	5000 Birch St, Newport Beach, CA 92660	94947xxxx0	aac****@p*************.net
Dominion Property Investments	28262 San Marcos, Mission Viejo, CA 92692	94929xxxx7
Ladenburg Thalmann & Co	26561 Rancho Pkwy S, Lake Forest, CA 92630	21240xxxx0	abr*******@l******.com
Watson-Hall Investments	24822 Solano Ct, Laguna Hills, CA 92653	94983xxxx6
Jason Shirk - Financial Advisor, Ameriprise Financial Services	2020 Main St Ste 250, Irvine, CA 92614	94966xxxx8	dns***@a*.com
Kottmeier, Sasha R	20 Pacifica, Irvine, CA 92618	94945xxxx7	abc*****@u.com
Hewitt Investment Advisory	6 Venture, Irvine, CA 92618	94972xxxx4	nn@o**************.com
The Investment & Money Management Group	2522 Chambers Rd, Tustin, CA 92780	71457xxxx8	aad******@s**************.com
Cooper McManus Wealth Management	9870 Research Dr, Irvine, CA 92618	61255xxxx5	aco**@c**********.com	5	2
Granite Investment Group	2 Park Plz Ste 800, Irvine, CA 92614	94947xxxx0	abo***@g**************.com	5	1
Hitzler, Gary, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx5	ame****************@a*.com							132834
Orange County Associates	250 N Golden Circle Dr, Santa Ana, CA 92705	71497xxxx3	d.s***@o*******************.com
Downie Financial Group- Dave Ramsey’s Smartvestor	26050 Acero Mission Viejo, CA 92691	71490xxxx5	cli@c********.com	5	9	4.7	44
A K Financial	6 Venture, Irvine, CA 92618	94978xxxx0	ak@a***************.com