Business List: Wealth Management in Costa Mesa, 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
De La Pena, Kristopher, CFP	4695 Macarthur Ct, Newport Beach, CA 92660	94979xxxx2	bri*********@a*.com									78
Allegiant Financial Services	2222 Michelson Dr Ste 222 Irvine, CA 92612	80541xxxx6
Edward Jones - Financial Advisor: Teddy Squilanti	950 S Coast Dr Ste 240 Costa Mesa, CA 92626	71454xxxx1	a.j*******@e********.com									5
RRD Investments	126 Abalone Ave, Newport Beach, CA 92662	41584xxxx1
Gilbreth, Stephen	2 Park Plz, Irvine, CA 92614	94997xxxx4	ame****************@a*.com							132834
Mortgage Vintage, Inc.	260 Newport Center Dr, Newport Beach, CA 92660	94963xxxx5	daw@m*************.com
William Nichols & Associates Inc.	17901 Von Karman Ave Ste 600, Irvine, CA 92614	94933xxxx0											5	1
Schneider Investment Group	17284 Newhope St, Fountain Valley, CA 92708	71436xxxx8
Correa, Eladio, AGT	101 Main St, Huntington Beach, CA 92648	71437xxxx0	ame****************@a*.com
Northern Trust	660 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94971xxxx0	dns********@n*.com	4.6	5
Flagstar Bank	949 S Coast Dr, Costa Mesa, CA 92626	71454xxxx0	a.d****@f*****.com	1.5	2
Pacific Investments	9451 Edinger Ave, Westminster, CA 92683	71483xxxx1	ab@p*****************.com
Ascendiant Securities	4 Park Plz, Irvine, CA 92614	94925xxxx2	aow@a*******.com
Sun Pacific Group	17595 Harvard Ave, Irvine, CA 92614	94951xxxx9
Dinh Investments	15058 Moran St, Westminster, CA 92683	71489xxxx8
Advanced Planning Wealth Management Group	4770 Campus Dr Ste 210, Newport Beach, CA 92660	94950xxxx0	ada@t********.org	4.7	15					53	9	57
Signature Resources Capital Mangement	16755 Von Karman Ave, Irvine, CA 92606	94926xxxx6	ale@s*********.com
AB Capital	15 Corporate Plaza Dr, Newport Beach, CA 92660	94949xxxx0
Edward Jones - Financial Advisor: Pete Peterson	949 S Coast Dr Ste 180 Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							73		74
United Financial Group	10212 Westminster Ave Ste 116, Garden Grove, CA 92843	71453xxxx4	con**************@t*********.com							82300	2050	86000
Pelorus Equity Group	124 Tustin Ave Suite 200, Newport Beach, CA 92663	94972xxxx3	inf@p*******.com
IAA Independent Agency Alliance	3611 S Harbor Blvd Santa Ana, CA 92704	71426xxxx8
Walter Crutended	4600 Campus Dr, Newport Beach, CA 92660	94939xxxx0
Emerald Creek Group	5000 Birch St, Newport Beach, CA 92660	94937xxxx0	ash********@e*********.com
California Title Loans	2102 Business Center Dr Ste 130, Irvine, CA 92612	85533xxxx1	sup**@c*****************.org	5	7
Catalina Group	500 Newport Center Dr, Newport Beach, CA 92660	94970xxxx2
Bovee, Travis	180 E Main St, Tustin, CA 92780	71470xxxx0	acc********@e********.com							86737		98000
Oakstone Wealth Management	1500 Quail St Ste 470 Newport Beach, CA 92660	94938xxxx1	des***********@l.com
Advance Financial	9081 Bolsa Ave, Westminster, CA 92683	71469xxxx4	and***********@a****************.com
Independent Financial Group	881 Dover Dr, Newport Beach, CA 92663	94964xxxx5
Pcre Investment Group	9430 Warner Ave, Fountain Valley, CA 92708	71448xxxx9
B R Investors	17392 Daimler St, Irvine, CA 92614	31078xxxx0
Parsons Robert J Investments	110 Newport Center Dr Ste 200, Newport Beach, CA 92660	94964xxxx2
Bellwether Financial Group Inc	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8	ala*@b*********************.com
Vestige Wealth Management	2436 W Coast Hwy Newport Beach, CA 92663	94957xxxx4
Sunpath Financial	100 Bayview Circle Ste 100 Newport Beach, CA 92660	94967xxxx8	525***********************************@w***************.com			5	12
Perlmutter Investment Co	512 Harbor Island Dr, Newport Beach, CA 92660	94942xxxx5
Inno Cal Venture	650 Town Center Dr, Costa Mesa, CA 92626	71485xxxx4
Money Matters With Ken Moraif	4695 Macarthur Ct, Newport Beach, CA 92660	94939xxxx0	aar@m*********.net
THK Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx8	acc********@m**********.com
CIBC Private Wealth	520 Newport Center Dr, Newport Beach, CA 92660	94966xxxx0	alb*********@c*.com					4.5	123	2118		2200			5	2
Pimco Funds	1400 Newport Center Dr, Newport Beach, CA 92660	80092xxxx8	aam*********@p**.com
Wealth Management Network	610 Newport Center Dr Ste 280, Newport Beach, CA 92660	94972xxxx0	inf@r********.com
Edward Jones - Financial Advisor: John Thomas Patton	940 S Coast Dr Ste 250, Costa Mesa, CA 92626	71448xxxx9
Hotchkis & Wiley Capital Management	1111 Bayside Dr, Corona Del Mar, CA 92625	94964xxxx0	ann***********@h*.com
Luminate Wealth Management and Insurance Services	18575 Jamboree Rd #400, Irvine, CA 92612	94962xxxx7	ang*************@n.com	5	3
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
Securities America	2350 Main St, Irvine, CA 92614	71468xxxx8
Harper & Harper Tax and Accounting	10055 Slater Ave Ste 260 Fountain Valley, CA 92708	71427xxxx7	han@h*******.biz			5	14
Lifestyle Financial Services	200 Sandpointe Ave Ste 160 Santa Ana, CA 92707	80083xxxx0	adm@l***********************.com			5	2
Cochran Investment Company	2512 Chambers Rd, Tustin, CA 92780	71473xxxx0	kel******@c**************.com
Luke Cattau - Thrivent	959 S Coast Dr Suite 374, Costa Mesa, CA 92626	94926xxxx2	adm@d*********.com	5	1
Townsend Investments Inc	787 Windward Way, Costa Mesa, CA 92627	71472xxxx3
Omega One Company	4695 Macarthur Ct, Newport Beach, CA 92660	94979xxxx8	cal@o******.net							1715		1700
Morgan Stanley	18191 Von Karman Ave Ste 420, Irvine, CA 92612	94966xxxx3	ale*****@a***************.com
Scottrade	18502 Beach Blvd Ste 120, Huntington Beach, CA 92648	71484xxxx1	dns***@s***.com
Stephen P Kearns - Regional Director, Ameriprise Financial Services	611 Anton Blvd Ste 200, Costa Mesa, CA 92626	71443xxxx5	dns***@a*.com
Daniel Cucuiat - Signature Resources	2601 Main St Ste 700, Irvine, CA 92614	94979xxxx4	inf@s***.com							84		96
Gilford Securities INC	2020 Main St Ste 650, Irvine, CA 92614	94972xxxx0
Wealth Management Solutions, Llc	4000 Macarthur Blvd Ste 600, Newport Beach, CA 92660	94947xxxx0	inf@w*****.com							58	4	62
Sail Venture Partners	3161 Michelson Dr Ste 750, Irvine, CA 92612	94939xxxx0	aha**@s********.com
Bjr Capital Holdings	2301 Dupont Dr, Irvine, CA 92612	94930xxxx7
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
Ameriprise Financial	1 Park Plz Ste 360, Irvine, CA 92614	94938xxxx6	dns***@a*.com							184	23	190
Joe, Dick S	1901 Main St, Irvine, CA 92614	94995xxxx7	acc********@m**********.com
George Otto - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	geo******@r.com
Fabian Wealth Strategies	3070 Bristol St, Costa Mesa, CA 92626	71466xxxx3	mar****@m***********.com							2748	28
Lions Wealth Builders - Gayre Emery	20951 Brookhurst St #209, Huntington Beach, CA 92646	31088xxxx3	dns****@a*****.com	5	1
10 Acre Investments	4490 Von Karman Ave, Newport Beach, CA 92660	94937xxxx0
Salam, Azita	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx8	acc********@m**********.com
Daniel Pichardo CFP, CRPC - Bridge Financial Management	4343 Von Karman Ave Ste 250L Newport Beach, CA 92660	94922xxxx2	dpi****@m************.com			5	17	5	21	209		208
Baldwin Wealth Planning	660 Newport Center Dr Ste 550, Newport Beach, CA 92660	94999xxxx8
Galloway, Bruce	1901 Main St, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
Edward Jones - Financial Advisor: Pete Peterson, RICP®	949 S Coast Dr Suite 180, Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							87601		100000
Harrigan & Howard Financial Advisors	4001 MacArthur Blvd Newport Beach, CA 92660	94962xxxx4
Associates Asset Management	20101 SW Birch St Ste 120 Newport Beach, CA 92660	71467xxxx3	bid**@a******.com
The Roya Cole Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx0	acc********@m**********.com
K M Trading	4570 Campus Dr, Newport Beach, CA 92660	94975xxxx4
Energy and Environmental Investments	1901 Carnegie Ave Ste 1B, Santa Ana, CA 92705	71482xxxx6	ami@c******************.net
Best Investment Realty	17699 San Simeon St, Fountain Valley, CA 92708	71465xxxx4
Skelly, Tim	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4	acc********@m**********.com
American Finance Lenders	2301 Campus Dr Ste 100 A Irvine, CA 92612	87787xxxx8				5	1
Lifebase Advisors Inc	2700 Newport Blvd, Newport Beach, CA 92663	94967xxxx3
Levin, Ed	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx5	abc*****@u.com
Rgt Capital Management LTD	1 Park Plz Ste 950, Irvine, CA 92614	94995xxxx5	abl******@r***.com
Lpl Financial	18837 Brookhurst St, Fountain Valley, CA 92708	71496xxxx0	aar******@l.com
Tsai, Meng	1901 Main St, Irvine, CA 92614	94995xxxx5	acc********@m**********.com
Primior Asset Management	750 N Diamond Bar Blvd, Ste 188 Diamond Bar, CA 91765	86646xxxx6	adv***@p****.com	4	21	4.9	31			983		1000
Maureen Flanagan	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx0	add******@f**********.com							90275		115000
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
Stephanie Shields - Thrivent	959 S Coast Dr, Costa Mesa, CA 92626	94926xxxx2	adm@d*********.com
First Republic Bank	2800 E Coast Hwy, Corona Del Mar, CA 92625	94972xxxx8	aa@f************.com	3	4
Allstate Insurance: Ronald Gatti	17731 Irvine Blvd Ste 110 Tustin, CA 92780	71457xxxx1	a**00@a*****.com			5	4
MetLife	2601 Main St, Irvine, CA 92614	94985xxxx3	a@m******.com							695720	4076
Financial Advisors Network, Inc	1432 Edinger Ave Ste 200 Tustin, CA 92780	71459xxxx0	bri@f***.com			5	2			146	6	173
Lighthearted Financial Services	3525 Hyland Ave, Costa Mesa, CA 92626	32339xxxx3
Riverdale Condominiums Hemet	1301 Dove St Ste 1080, Newport Beach, CA 92660	94985xxxx0
Selah Portfolios & Planning	129 Cabrillo St # 103, Costa Mesa, CA 92627	94994xxxx5	c18***************************@s***.wixpress	5	26					59		74
Tim Woodall	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx5	add******@f**********.com
Envision Investment Advisors Inc	260 Newport Center Dr, Newport Beach, CA 92660	85586xxxx6
Chase Bank	19461 Main St Ste 102 Huntington Beach, CA 92648	71453xxxx2	acc********@c**.com			3.7	31
Jennet investments	17752 Sky Park Cir, Irvine, CA 92614	94993xxxx1
Bank of America Financial Center	1016 Irvine Ave Newport Beach, CA 92660	94976xxxx0	aar******@b*.com	3	28	2.1	40
Veritrust Financial	10101 Slater Ave, Fountain Valley, CA 92708	71496xxxx0
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
Vieth Co	450 Newport Center Dr, Newport Beach, CA 92660	94947xxxx8
Barbara Stowell - IWM Partners	3 Park Plz Ste 1490 Irvine, CA 92614	71496xxxx0	ahe*****@i********.com		5	5	2
Global Investment Fund	4521 Campus Dr, Irvine, CA 92612	71439xxxx0
Susan French - State Farm Insurance Agent	2082 Business Center Dr Ste 150 Irvine, CA 92612	94966xxxx9	sus@s*********.com			5	4
Kost, Theresa	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx9	rbc*******@r.com							80	8	83
Tom Drasler - Arbor Financial Group	1805 E Gary Ave Santa Ana, CA 92705	71447xxxx3	aar@a****************.net			5	28			617	36
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
Wito Investments Inc	6282 Pacemont Dr, Huntington Beach, CA 92648	71427xxxx8
Schwartz Newport Beach Wealth Management of Impact Wealth Management	120 Newport Center Dr, Newport Beach, CA 92660	94943xxxx4
Halbert Hargrove Global Advisors	3200 Park Center Dr Suite 550, Costa Mesa, CA 92626	94938xxxx0	axx@h**************.com
Yvan Cao - Raymond James	4675 MacArthur Ct, Newport Beach, CA 92660	94957xxxx2	joh****@y****************.com	5	6					199	5	205
Thomas Seaman Company	3 Park Plz Ste 550, Irvine, CA 92614	94922xxxx1	ali*@t*********.com										5	1
Sidoxia Capital Management, LLC	2901 West Coast Hwy Suite 200, Newport Beach, CA 92663	94925xxxx2	dsh***@s****.com
Chieuchin, Norannsy	2 Park Plz, Irvine, CA 92614	94966xxxx9	dan*********@a*.com									131
QUAD ENTERPRISES LLC	1048 Irvine Ave Ste 196, Newport Beach, CA 92660	94946xxxx2
Jacqueline S Zweig	4299 MacArthur Blvd Ste 211 Newport Beach, CA 92660	94955xxxx0	inf@d************.org		10	4.8	36
Newcap Partners Inc	2082 Michelson Dr, Irvine, CA 92612	94966xxxx9	bua@n***.com
Spectrum Asset Mangemet, Inc.	1301 Dove St Ste 970, Newport Beach, CA 92660	94971xxxx0	ach*@m*******.com							166767	126	187000	1	1
Newport Legacy Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94946xxxx9	acc*************@u.com
Compass Diversified Holdings	275 Mccormick Ave, Costa Mesa, CA 92626	94933xxxx3	cod**************************@c**********.com
Vasiljevic, Luka	1901 Main St, Irvine, CA 92614	94980xxxx8	acc********@m**********.com
Brian Wilverding-Private Wealth Advisor, Ameriprise Financial Services	2 Park Plz, Irvine, CA 92614	85853xxxx1	ado******@a*.com
Roth Capital Group	888 San Clemente Dr, Newport Beach, CA 92660	41591xxxx0	abe**@r*.com
TRT Investment Group Inc	8112 Talbert Ave, Huntington Beach, CA 92646	71484xxxx9
Stoneridge Capital Partners	4350 Von Karman Ave, Newport Beach, CA 92660	94947xxxx0	ken******@s*********.com
Quantum Leap Investments	3 Park Plz, Irvine, CA 92614	94983xxxx2
Clara Gill Financial Planner	18586 Main St, Huntington Beach, CA 92648	76073xxxx5
Genuine Property Management	1922 Placentia Ave Unit 1, Costa Mesa, CA 92627	94920xxxx4	car@g************.com	4.1	81			4.3	11	96	4	106
Pacific Securities	2030 Main St Ste 1030, Irvine, CA 92614	94926xxxx9
Urban Wealth Management Group	841 Apollo St #320, El Segundo, CA 90245	42427xxxx0	bhu***************@u****.com	5	12			4.9	38	591	2	652
Cardinal Point Wealth Management, LLC	19200 Von Karman Ave, Irvine, CA 92612	94991xxxx4	bra***@c****************.com							452		469
Compak Asset Management	1801 Dove St, Newport Beach, CA 92660	94967xxxx0	bra@c****.com	3.7	3					35	2
Lortie Warren Associates Inc	1001 Dove St Ste 220, Newport Beach, CA 92660	94967xxxx7	ash*@j**********.com
Pacific Mortgage Group, Inc	110 Newport Center Dr Ste 200, Newport Beach, CA 92660	94971xxxx5
Raymond James Financial Services	4675 Macarthur Ct, Newport Beach, CA 92660	71496xxxx0	aar**********@r*********.com	5	6					17482		18000
Coast Capital	3400 Irvine Ave Ste 205, Newport Beach, CA 92660	94922xxxx2
Morgan Stanley Wealth Management	408 Merrywood Dr, Newport Beach, CA 92660	94971xxxx0	aal*****@m**********.com
Costanzo Investments	17 Corporate Plaza Dr, Newport Beach, CA 92660	94956xxxx0	cco****@c********.com
Comprehensive Financial Services	18101 Von Karman Ave, Irvine, CA 92612	94955xxxx1
Darbrook Partners	1200 Newport Center Dr, Newport Beach, CA 92660	94971xxxx3
Sterne A-Gee	2901 W Coast Hwy, Newport Beach, CA 92663	94927xxxx5	car**@p**************.com
Crossroads Planning	765 City Dr S Ste 390 Orange, CA 92868	71479xxxx2	joh*****@c****************.com			4.9	123			270	68
Scottrade	1280 Bison Ave Ste B2, Newport Beach, CA 92660	94964xxxx9	dns***@s***.com
Royal Alliance Associates Inc	485 E 17th St Ste 350, Costa Mesa, CA 92627	94954xxxx2	aba***@r**********.com							2988	27	3500
D&G Financial Planning	2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704	94967xxxx2	con**@d****************.com
Financial Strategies-Wealth Management Group	6 Hutton Centre Dr, Santa Ana, CA 92707	71436xxxx4	bla****@f**.com
Optima Asset Management Services Inc	1600 Dove St Ste 480, Newport Beach, CA 92660	94985xxxx0	nn@o**********.com
Leo Group	610 Newport Center Dr, Newport Beach, CA 92660	94976xxxx4
F & S Investments	2025 W Balboa Blvd, Newport Beach, CA 92663	70776xxxx0	aab@f************.com
Pacific Premier Bank	17901 Von Karman Ave Ste 1200, Irvine, CA 92614	94947xxxx5	aag*****@p*.com
Nichols Capital Management Nichols Capital Management	10131 Birchwood Dr, Huntington Beach, CA 92646	71496xxxx4
Scottdale Capital Advisors	103 Palm St, Newport Beach, CA 92661	94956xxxx0	cs@s****************.com
Jackson Tidus	2030 Main St Ste 1200, Irvine, CA 92614	94975xxxx5	abe*****@j*********.law
FMT Consultants	2900 Bristol St h106, Costa Mesa, CA 92626	83392xxxx7	aap@f*************.com									495
Haberl Wealth Management	7777 Center Ave Ste 120, Huntington Beach, CA 92647	71462xxxx9	chr@h*********.com							264		256
Independent Capital Management	695 Town Center Dr Ste 530, Costa Mesa, CA 92626	94945xxxx0	che*@j****.com
Partners Capital Group	201 Sandpointe Ave Ste 500, Santa Ana, CA 92707	94991xxxx0	ala**@p***************.com							349	113	352
Zion Investments Funds	17620 Fitch, Irvine, CA 92614	94939xxxx7
Britt Private Capital	24 Corporate Plaza Dr, Newport Beach, CA 92660	94986xxxx9	inf@b*****************.com
Minival Investment Inc	2102 Westminster Mall, Westminster, CA 92683	71489xxxx5
Balsis, John	16168 Beach Blvd, Huntington Beach, CA 92647	94988xxxx0	a**00@a*****.com
Optium Capital	620 Newport Center Dr, Newport Beach, CA 92660	94922xxxx5	ape@o**********.com
Cadence Capital Management	610 Newport Center Dr Ste 1400, Newport Beach, CA 92660	94976xxxx0
NA Wealth & Legacy	4101 Birch St Ste 130 Newport Beach, CA 92660	95126xxxx6	nay*@n************.com			5	6
Mont Pelerin Capital	660 Newport Center Dr, Newport Beach, CA 92660	94970xxxx7	cai*****@m***************.com
Met West Capital	610 Newport Center Dr Ste 450, Newport Beach, CA 92660	94971xxxx1
Ameriprise Financial Advisors - Torres & Associates	2600 Michelson Dr Ste 1460 Irvine, CA 92612	94925xxxx0				4	2
Genesis Investments & Financial Services	16119 Redwood St, Fountain Valley, CA 92708	71488xxxx1
Full Circle Home Loans	99 E C St Ste 206 Upland, CA 91786	90998xxxx8	inf@f*****************.com			5	154
Spectrum Asset Management Inc	1301 Dove St #720, Newport Beach, CA 92660	94971xxxx0	ach*@m*******.com	5	1
Bentley Co	13658 Red Hill Ave, Tustin, CA 92780	71431xxxx6	aar*******@b**********.com
Partners Investments	13 Corporate Plaza Dr Ste 210, Newport Beach, CA 92660	94975xxxx1
Edward Jones - Financial Advisor: Gregory Day	307 Marine Ave Ste 8 Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com			5	1			35	3	35
Dolphin Securities	1001 Dove St, Newport Beach, CA 92660	94995xxxx0	ama***@d************.com
Dorian Investments	250 Newport Center Dr, Newport Beach, CA 92660	94975xxxx7
Vincent A Mazzotta - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Five	1639 Monrovia Ave, Costa Mesa, CA 92627	94987xxxx6
Newport Asset Management	21222 Fern Cir, Huntington Beach, CA 92646	71433xxxx7	bry*@n*******************.com
Revolution Financial Management	3300 Irvine Ave Ste 111, Newport Beach, CA 92660			4.7	12
Purus Wealth Management	4675 Macarthur Ct, Newport Beach, CA 92660	94935xxxx0	inf@p*****.com							122	16	125
Morgan Stanley Wealth Management	17400 Brookhurst St Ste 101, Fountain Valley, CA 92708	71496xxxx3
T-Pac Investments Inc	2650 Harla Ave, Costa Mesa, CA 92626	71443xxxx2
Budc Capitol Holdings	5000 Birch St Ste 3000, Newport Beach, CA 92660	94947xxxx9
Aria Khalili Pariax	500 Newport Center Dr, Newport Beach, CA 92660	31027xxxx6
Nj Investment	14321 Franklin Ave, Tustin, CA 92780	71450xxxx2
DMH Business Investments	5105 W 1st St, Santa Ana, CA 92703	71425xxxx8
D.A. Davidson	660 Newport Center Dr, Newport Beach, CA 92660	94964xxxx0	a.a@d*********.com							894		1200
Milestone Advisor	450 Newport Center Dr, Newport Beach, CA 92660	94933xxxx5
John James - Raymond James	17220 Newhope St Ste 216, Fountain Valley, CA 92708	71470xxxx5	ral********@r*********.com
Legacy Wealth Management	1432 Edinger Ave Ste 200 Tustin, CA 92780	71423xxxx0
Portfolio Rx	2082 Michelson Dr, Irvine, CA 92612	94944xxxx7	dea@b***********.com									32
Vincent Lovoy	3991 Macarthur Blvd, Newport Beach, CA 92660	94962xxxx4	acc**********@f**********.com
Jerris Wealth Management Group, Inc.	5 Corporate Park Ste 270, Irvine, CA 92606	94986xxxx7
Forrest Binkley & Brown	19900 Macarthur Blvd Ste 69, Irvine, CA 92612	94956xxxx1
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
Mamey Investmen Corporation	4 Corporate Plaza Dr, Newport Beach, CA 92660	94970xxxx6	inf@m***.net
The Life and Legacy Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx5
Karna Capital Investments	5405 Alton Pkwy, Irvine, CA 92604	94977xxxx6
Acacia Insurance	4667 MacArthur Blvd Ste 260 Newport Beach, CA 92660	94967xxxx0				3	2
Wagoner, Robert, AGT	17332 Irvine Blvd, Tustin, CA 92780	71466xxxx0	dns***@a*.com
Crystal Cove Advisors Inc	1101 Dove St, Newport Beach, CA 92660	94938xxxx0
Ameriprise Financial Advisors	931 W 19th St Ste 22 Costa Mesa, CA 92627	94965xxxx6
Thomas Seaman Co	1 Park Plz, Irvine, CA 92614	94922xxxx1	ali*@t*********.com
Northwestern Mutual	610 Newport Center Dr, Newport Beach, CA 92660	94975xxxx5	aar********@n*.com							106942	16137	107000
Brezden Wealth Advisors	18400 Von Karman Ave STE 400, Irvine, CA 92612	94947xxxx7	inf@b*******************.com	5	1
Investment	17682 Beach Blvd, Huntington Beach, CA 92647	71459xxxx2
The Pierce Group	18022 Cowan Ste 215 Irvine, CA 92614	94965xxxx0	joh@p*********.us
CJK Dells	4100 Macarthur Blvd, Newport Beach, CA 92660	94922xxxx0	dkr@c***********.com
Winster Investment Inc	612 E 4th St, Santa Ana, CA 92701	71457xxxx5
Envision Financial	18101 Von Karman Ave Ste 1420, Irvine, CA 92612	71424xxxx0	aam*******@e*.com
Edward Jones	307 Marine Ave Ste 8, Newport Beach, CA 92662	94972xxxx7
Core Performance	5151 California Ave Ste 100 Irvine, CA 92617	94938xxxx9				1	2
TSG Wealth Management	18800 Von Karman Ste B Irvine, CA 92612	94950xxxx0	a.s******@t**.com
Boyer Financial Services	4063 Birch St Ste 200 Newport Beach, CA 92660	94933xxxx0	inf@b*****.com									176
Level Four Wealth Management	1920 Main St Ste 1090 Irvine, CA 92614	94977xxxx1
Becker Wealth Management	19800 Macarthur Blvd Ste 300, Irvine, CA 92612	94972xxxx5	ste**@b**********************.com
Investech Brokerage	10512 Bolsa Ave Ste 202, Westminster, CA 92683	71426xxxx3
Doluu Investment Corp	8283 Bolsa Ave, Midway City, CA 92655	71437xxxx6
Scottrade - Online Trading & Stock	17935 Macarthur Blvd, Irvine, CA 92614	94975xxxx5	dns***@s***.com
T N T Investors	2740 S Bristol St, Santa Ana, CA 92704	71454xxxx5
WNC & Associates, Inc	17782 Sky Park Cir, Irvine, CA 92614	71466xxxx5	aad***@w***.com
Chemitiganti Investments	6621 Polo Cir, Huntington Beach, CA 92648	71484xxxx8
Certus Wealth Advisors	2040 Main St #175, Irvine, CA 92614	94986xxxx3	cl@c*****************.com
Fell Capital Management Inc	1001 Dove St, Newport Beach, CA 92660	94947xxxx6	cap****@a*********.com									136
Rach, George C	1901 Main St, Irvine, CA 92614	94995xxxx7	acc********@m**********.com
Gadsby, Brian	17011 Beach Blvd, Huntington Beach, CA 92647	71436xxxx8	acc********@e********.com							86718		98000
Beacon RE Investments	9349 Jasmine Ave, Fountain Valley, CA 92708	71483xxxx6
Todd Halbrook	3991 Macarthur Blvd, Newport Beach, CA 92660	94962xxxx2	acc**********@f**********.com
Mike Borgman	Irvine, CA 92612					1	1
Robert P. Bob Allen - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94946xxxx4	abc*****@u.com
Antonio Financial Group	19200 Von Karman Ave Ste 900 Irvine, CA 92612	88864xxxx6
Merrill Lynch Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	3d@l****.ml	4	4
R J M B Investments	302 N Tustin Ave, Santa Ana, CA 92705	71456xxxx0
Financial Investors Group	1432 Edinger Ave, Tustin, CA 92780	71450xxxx3	bri@f***.com
Crowdventure	5 Upper Newport Plz, Newport Beach, CA 92660	71436xxxx2
Flagstar Bank	100 Bayview Cir, Newport Beach, CA 92660	94993xxxx9	a.d****@f*****.com
United Capital Financial	620 Newport Center Dr Ste 500, Newport Beach, CA 92660	94999xxxx0	abd**************@u*****.com
Martin Investment Company	1340 Ritchey St, Santa Ana, CA 92705	71456xxxx2
Newport Place Investment Company	1401 Quail St, Newport Beach, CA 92660	94985xxxx5	cjl*********@g**.com									30
Trustmark Bank	3070 Bristol St Ste 340, Costa Mesa, CA 92626	71470xxxx0
Allen, Theresa	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8	the********@r.com							12815
Schmitt, Michael	4695 Macarthur Ct, Newport Beach, CA 92660	63025xxxx3	bri*********@a*.com
Fransmart Inc	3300 Irvine Ave Ste 255, Newport Beach, CA 92660	94922xxxx0	abi**@f******.com
Terrada Investment Corp	2151 Michelson Dr, Irvine, CA 92612	94975xxxx0
M&M Wealth Associates		71449xxxx5	inf@m****************.com
Rel Investment Co	79 Bradbury, Newport Beach, CA 92660	94939xxxx0
Kothari, Abhay	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx4	acc********@m**********.com
Pinnacle Group Financial Services	3211 W Warner Ave Santa Ana, CA 92704	71426xxxx1	ago*****@c*****.com
Managed Asset Protection Inc	20301 SW Acacia St Ste 250, Newport Beach, CA 92660	94926xxxx0	dgi*****@m*********.com
Edward Jones - Financial Advisor: Tim Yost, CEPA®	4100 Newport Place Dr Ste 190, Newport Beach, CA 92660	94925xxxx0	a.j*******@e********.com							87384		100000
Golden State Wealth Management	201 Sandpointe Ave #460, Santa Ana, CA 92707	86627xxxx3	ash********@t************.com	4	4
Keith Conley - Certified Financial Planner	Tustin, CA 92780	94943xxxx7				5	2
Strnad, George J	1901 Main St, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
Elizabeth Connolly - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Raymond James	1 Park Plz Ste 600, Irvine, CA 92614	94922xxxx2	aar**********@r*********.com
Todd Halbrook - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1
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
Morgan Stanley Wealth Management	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0	aal*****@m**********.com							113321	3094	131000
Binh Nguy Retirement Planner	2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704	65734xxxx3				5	1
Principal Financial Group	3 Park Plz, Irvine, CA 92614	94944xxxx0	all*******@p******.com							68244	234	70000
Pacific Investment Management Company	650 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aam*********@p**.com
Ergo Capital Partners	3633 W Macarthur Blvd, Santa Ana, CA 92704	94922xxxx0	ego@e********.com					5	13	217	2	226
Fabian Wealth Strategies	3070 Bristol St Ste 610, Costa Mesa, CA 92626	71424xxxx0	aar******@m***********.com							2806	28	2800
Belpointe Asset Management	1451 Quail St, Newport Beach, CA 92660	20362xxxx0	ale*******@b******.com
Jba Property Investments	4060 Campus Dr, Newport Beach, CA 92660	94978xxxx0
Wealth Management Group	3 Park Plz, Irvine, CA 92614	94975xxxx7	adm@b**************.com							558	6	652
Seeman Holtz Comprehensive Advisory	20280 SW Acacia St Ste 320 Newport Beach, CA 92660	94972xxxx7				5	2
Edward Jones - Financial Advisor: A Michael Ciuffetelli	4250 Barranca Pkwy Ste C, Irvine, CA 92604	94973xxxx2	a.j*******@e********.com		40					8		8
Leasco Investments	2755 Bristol St Ste 140, Costa Mesa, CA 92626	71455xxxx0	acc*****@l***.net
CFG Investments, Inc.	17220 Newhope St #224, Fountain Valley, CA 92708	71455xxxx0	acc*****@c***********.com	2.5	26
American Express Financial Advisors	2 Park Plz, Irvine, CA 92614	94966xxxx8	din*******@a*.com							472	9	472
Signature Resources Insurance & Financial Services	2601 Main St Ste 700, Irvine, CA 92614	94979xxxx0
The Bi-Coastal Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	20125xxxx5	acc********@m**********.com
Transworld Business Advisors of Irvine	2361 Campus Drive, Suite 230, Irvine, CA 92612	94938xxxx9	aal@t****.com
Walter A Jones Accountacy Inc	15869 Gothard St, Huntington Beach, CA 92647	71489xxxx5
LoanSnap, Inc.	3070 Bristol St, Ste 200 Costa Mesa, CA 92626	80086xxxx0	ale****@g*******.com	4.4	298	4	264			1152
Financial Advisors U.S. Bancorp Investments	17150 Magnolia St, Fountain Valley, CA 92708	71484xxxx9	aar**********@u***.com							345471	5393	348000
GW Financial, Inc.	151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626	85564xxxx9	con**@p*******.com
Tara Kimmins-Private Client Advisor	4400 Macarthur Blvd, Newport Beach, CA 92660	94921xxxx6	aab**@b**********.com
Fisher Capital	2600 E Coast Hwy, Corona Del Mar, CA 92625	94971xxxx4
LPL Financial	1432 Edinger Ave, Tustin, CA 92780	71450xxxx7	ann@a********.com
Mount Olympus Mortgage Company	2600 Michelson Dr Ste 600, Irvine, CA 92612	94945xxxx0	and**********@m**.com
Ward Mike	931 W 19th St Apt 22, Costa Mesa, CA 92627	94965xxxx6
Home Stored Gold IRA	2901 W Coast Hwy Ste 200, Newport Beach, CA 92663	71440xxxx6
Pierson Wealth Management	245 Fischer Ave Ste A2 Costa Mesa, CA 92626	71421xxxx0
Starcare	130 Newport Center Dr Ste 136, Newport Beach, CA 92660	94970xxxx0	bra**@s*****.net
Oc Wealth Advisors	3200 El Camino Real #220, Irvine, CA 92602	71438xxxx7	san*******@l.com
Michael Schanna	3991 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx3	acc**********@f**********.com
Edward Jones - Financial Advisor: John P Wende	180 E Main St Ste 104 Tustin, CA 92780	71457xxxx9	a.j*******@e********.com			5	1
Rodriquez Wealth Management	4340 Von Karman Ave, Newport Beach, CA 92660	94968xxxx0	cat@r********.com
Global Market	9481 Coronet Ave, Westminster, CA 92683	71480xxxx7
EP Wealth Advisors	18301 Von Karman Ave #1050, Irvine, CA 92612	94926xxxx0	ab@e*******.com	5	1					1162	28	1200
World Premier Investments	18300 Von Karman Ave, Irvine, CA 92612	71466xxxx0	jcu**@w**********.com
Mark Looft	500 Newport Center Dr, Newport Beach, CA 92660	94960xxxx7	abc******@5.com							221270	3581	223000
Atlantic Pacific Financial	4665 Macarthur Ct, Newport Beach, CA 92660	94975xxxx3
Prescott Tax & Wealth Management	30950 Rancho Viejo Rd #100, San Juan Capistrano, CA 92675	94924xxxx5	ari**@p********.com	4.6	19
Dixon Invest	17642 Prescott Ln, Huntington Beach, CA 92647	71484xxxx4	joh****@d****************.com
Gelber, Joshua	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx7	acc********@m**********.com
Clc Investments	16421 Normandy Ln, Huntington Beach, CA 92647	71484xxxx4
Abs Investment Group	1176 Main St, Irvine, CA 92614	94947xxxx0	a.k*@k***.com
Racari Invest	514 W Columbine Ave, Santa Ana, CA 92707	66131xxxx7
Bland, Garrett Q	800 Newport Center Dr, Newport Beach, CA 92660	31078xxxx0	acc********@m**********.com
Alex A Accetta CPA & Associates	8840 Warner Ave Ste 204 Fountain Valley, CA 92708	71484xxxx8	aac***@a********.com		14	5	1			182	46
Cooper	520 Newport Center Dr, Newport Beach, CA 92660	94964xxxx5	ada******@c*************.org
Principal Financial Group	575 Anton Blvd Ste 900, Costa Mesa, CA 92626	65726xxxx0	aar*******@p******.com
Optimum First Mortgage	7755 Center Avenue 9 fl Huntington Beach, CA 92646	71441xxxx3	inf@o**********.com			4.8	563	4.8	21	122	11	127
Q A Investments	9482 Sean Way, Westminster, CA 92683	71455xxxx4
CareCredit	555 Anton Blvd Ste 700 Costa Mesa, CA 92626	71449xxxx5	aba**@c*******.com			1.2	277			182317		192000
The Mladineo Team - Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94991xxxx8	ban*******************@m.com
Orion Investments	2183 Fairview Rd, Costa Mesa, CA 92627	40480xxxx8	jim@e****************.net
AMC Investments	5120 Birch St, Newport Beach, CA 92660	81836xxxx0	aco@a************.com
Lily Schweitzer - Raymond James	485 E 17th St #300, Costa Mesa, CA 92627	94944xxxx3	aar**********@r*********.com	5	1
Merrill Lynch Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94995xxxx0	ale********@m.com
Asset Plan Partners	3300 Irvine Ave #220, Newport Beach, CA 92660	94922xxxx0
Assi Inc	3 San Joaquin Plz Ste 235, Newport Beach, CA 92660	94971xxxx0
Johnson, Laynie	23 Corporate Plaza Dr, Newport Beach, CA 92660	94943xxxx9	dns***@a*.com							316		352
Karen Yi - Registered Practice Associate, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx1	ang*******@a*.com									298
I M P Financial Services	16505 Brookhurst St, Fountain Valley, CA 92708	71496xxxx3
Owl Wealth Management-Ameriprise Financial Services	2 Park Plz, Irvine, CA 92614	94986xxxx0	ado******@a*.com									299
Inglenook Investors I	2030 Main St, Irvine, CA 92614	94926xxxx0
Edward Jones - Financial Advisor: Robert Petrosyan	18200 Von Karman Ave Ste 560 Irvine, CA 92612	94975xxxx3	a.j*******@e********.com
Fu, Panfang	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx8	abc*****@u.com
Shenouda & Associates, LLP	18377 Beach Blvd Ste 222 Huntington Beach, CA 92648	71484xxxx5	a@s**********.com	5	28	5	62
Lutwen, Gary	2 Park Plz, Irvine, CA 92614	94966xxxx5	dns***@a*.com
Assali, Scott C	20422 Beach Blvd, Huntington Beach, CA 92648	71453xxxx7	a.j*******@e********.com							116		120
Source Oil and Gas, Inc.	4630 Campus Dr Ste 1001, Newport Beach, CA 92660	94975xxxx7	bhe**@c*******************.com
Windfall Advisors	100 Wilshire Blvd Santa Monica, CA 90401	31040xxxx4	inf@w**************.com			5	11
Cresswind Investment Group	11148 Sudith Ave, Fountain Valley, CA 92708	71455xxxx9
Edward Jones - Financial Advisor: Mark R Steeber	20422 Beach Blvd, Huntington Beach, CA 92648	71453xxxx7	a.j*******@e********.com
Providential Securities	17011 Beach Blvd Ste 900, Huntington Beach, CA 92647	71484xxxx0
Wells Fargo Advisors	620 Newport Center Dr Ste 1500, Newport Beach, CA 92660	94964xxxx0	aar**********@w***************.com							188275		189000
Edward Jones - Financial Advisor: Hooman Karbasion	25201 Paseo De Alicia Ste 145 Laguna Hills, CA 92653	94972xxxx8	a.j*******@e********.com
Mutual of Omaha® Advisors - Irvine	1 Park Plz Ste 720, Irvine, CA 92614	94985xxxx9	ae.*****@m**********.com
Tax Law Offices of David W Klasing	2601 Main St, Irvine, CA 92614	94973xxxx4	dav@t*******.net	4.6	26	4.8	38	4.8	9	200	44	199
Platinum Lending Solutions	2901 W Coast Hwy Ste 272-273 Newport Beach, CA 92663	71438xxxx0	fra@p************.com	5	3	5	2			108		106
Amf Wealth Management	2302 Martin Ste 175 Irvine, CA 92612	94938xxxx0
Lehnertz, David	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx3	acc********@m**********.com
Finacorp Securities	2302 Martin, Irvine, CA 92612	94938xxxx3
Ying Wang - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx7	dns***@a*.com
Fourth Point Wealth	4590 MacArthur Blvd Suite 500, Newport Beach, CA 92660	94966xxxx0	cja***@f**************.com	4.3	6					39	2	43
Toney Investment Group	7755 Center Ave, Huntington Beach, CA 92647	71437xxxx3
CK Cooper & Company	4 Park Plz, Irvine, CA 92614	94925xxxx7
Latteno Food Corp	6 Hutton Centre Dr, Santa Ana, CA 92707	71438xxxx8
Speedy Credit Repair	Huntington Beach, CA 92648	88872xxxx4	chr@s***************.com	4.9	36	4.8	85
J P Morgan	660 Newport Center Dr Ste 750, Newport Beach, CA 92660	94946xxxx0	aar*********@j*****.com
Capital Equity Investments Inc	5 Corporate Park, Irvine, CA 92606	94944xxxx8	goc**********@a.com
Brandt, David, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx2	ame****************@a*.com							132834
Gregg Perrah	Newport Beach, CA 92660	94983xxxx3
Trost, Randall J, CFA	1901 Main St, Irvine, CA 92614	94995xxxx9	acc********@m**********.com
Ngoy, Chris	1901 Main St, Irvine, CA 92614	94980xxxx8	acc********@m**********.com
Charles Schwab	2825 Main St Irvine, CA 92614	94995xxxx9	bil****@s***.com	4.5	10	2.8	21			647170	159	661000
AllView Real Estate	1501 Westcliff Dr Suite 270, Newport Beach, CA 92660	94940xxxx5	hel@a**************.com	4.5	114			4.6	12	170	10	183
Oakstone Wealth Management	1500 Quail St, Newport Beach, CA 92660	94938xxxx1	des***********@l.com
Okita, Nikolas	2 Park Plz, Irvine, CA 92614	94966xxxx8	ado******@a*.com									298
Independent Capital Management	1401 Dove Street, Ste 430, Newport Beach, CA 92660	94945xxxx0	a.a@i***********.com
Edward Jones - Financial Advisor: Rene Costales	19900 Beach Blvd Ste I, Huntington Beach, CA 92648	71496xxxx0	a.j*******@e********.com							85274
Wiedemann, Stephen, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx9	ame****************@a*.com							132834
Perricone Investments	Serving theCosta Mesa Area	94970xxxx0
Savino Tax & Investment Advisory Group	4060 Campus Drive, Suite #220, Newport Beach, CA 92660	94974xxxx0
Panascope Image Systems	575 Anton Blvd, Costa Mesa, CA 92626	71443xxxx5
Palo Capital	31 Ocean Heights Dr, Newport Coast, CA 92657	94971xxxx6
Tax and Financial Group	4001 MacArthur Blvd Ste 300 Newport Beach, CA 92660	94922xxxx0	abi**@t****.com			3	8			192	110	190
Beacon Wealth Team	2900 Bristol St Building B, Suite 300, Costa Mesa, CA 92626	94927xxxx3	hel@r********.com
Gates Group Wealth Management	18800 Delaware St, Huntington Beach, CA 92648	71470xxxx5	mic********@l.com	5	1
Tarnutzer Co	1601 Dove St, Newport Beach, CA 92660	94995xxxx3	aab*@k*.com							85	69	95
Buckingham Asset Management	3 Park Plz, Irvine, CA 92614	94975xxxx7
Edward Jones - Financial Advisor: Chris Arnaldo	7755 Center Ave Ste 1010, Huntington Beach, CA 92647	71490xxxx6	a.j*******@e********.com							87384		100000
Tim Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	wms********@r.com							14743		16000
PHI HealthCare Management Inc	2010 Main St, Irvine, CA 92614	94937xxxx8	aar@a****.com
2136 Investment	2136 Newport Blvd, Costa Mesa, CA 92627	94965xxxx1
Capital Wealth Management	19600 Fairchild Ste 140, Irvine, CA 92612	80043xxxx0	dj@c*********.com					5	35	344		343
B Riley & Company Inc	600 Anton Blvd, Costa Mesa, CA 92626	94985xxxx1	aap*@b******.com
South Coast Investment Advisors	4041 MacArthur Blvd # 240, Newport Beach, CA 92660	87792xxxx2	chr@s*************.com							79	3	79
Mig Management	660 Newport Center Dr, Newport Beach, CA 92660	94947xxxx0	aco*@m***.com
Advanced Planning Wealth Management		94950xxxx0	adm@t*******.org
Hoover Thomas	4 Upper Newport Plz Ste 103, Newport Beach, CA 92660	94972xxxx0
Krona Financial Group Inc	1851 E 1st St Ste 900, Santa Ana, CA 92705	71483xxxx1
Pazanti Home Mortgage	19051 Goldenwest St Ste 107, Huntington Beach, CA 92648	71496xxxx0	dje****@p****.com		4
Impact Wealth Management	300 Spectrum Center Dr Suite 845, Irvine, CA 92618	94950xxxx2	ada*******@w***************.com
Frontier Investments	3366 Via Lido, Newport Beach, CA 92663	94972xxxx0	cro***********@f***.com							3	2	5
De Vengoechea, Rafael A	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx1	acc********@m**********.com
Beacon Pointe Advisors	24 Corporate Plaza Dr, Newport Beach, CA 92660	94971xxxx0	abh***@b*******.com							228	36	234
Knightsbridge Wealth Management	450 Newport Center Dr Ste 630 Newport Beach, CA 92660	94964xxxx4	bmc*****@k*****.com			5	1
GAS Investment	3723 Birch St, Newport Beach, CA 92660	94926xxxx7
Amr Elgamal-Private Client Advisor	4400 Macarthur Blvd, Newport Beach, CA 92660	94941xxxx9	aab**@b**********.com
Jason Financial Services	1300 N Bristol St Ste 214 Newport Beach, CA 92660	32374xxxx1	jas*********@l.com
TVN Advisors	20201 SW Birch St Ste 250 Newport Beach, CA 92660	71491xxxx5	inf@t*********.com	5	7	5	5
Pacific Commercial Investments	881 Dover Dr, Newport Beach, CA 92663	94972xxxx0	ada@p********.com
Jackson, Darnell	1901 Main St, Irvine, CA 92614	94980xxxx9	acc********@m**********.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
Sebastian, Lynne L	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx0	abc*@u.com
Intercontinental Investment	260 E Dyer Rd, Santa Ana, CA 92707	71427xxxx7
Allstate Investments	17011 Beach Blvd, Huntington Beach, CA 92647	71437xxxx5	a**00@a*****.com
First Priority Investments Inc	16651 Gothard St, Huntington Beach, CA 92647	71484xxxx8
Sebastian Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94946xxxx0	ade******@u.com
Sheffield & Sutton Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94971xxxx8	abc*@u.com
EA Tax Resolutions	7777 Center Ave Ste 450 Huntington Beach, CA 92647	80024xxxx6	ant**@e*************.com			4.8	114
Montagna & Associates	1101 Dove St Ste 190 Newport Beach, CA 92660	94983xxxx1	ast*@m********.com			5	1	5	13	426		436
Edelman Financial Engines	600 Anton Blvd Ste 1750, Costa Mesa, CA 92626	83375xxxx3	aar*****@e********************.com							18469	19
Monarca Investments	410 N Bristol St, Santa Ana, CA 92703	65723xxxx4
Jamar James Online Image Partner Digital Currency Guy	555 Anton Blvd, Costa Mesa, CA 92626	71438xxxx3	inf@o************.com
Orange County Tax Help	5011 Argosy Ave Ste 1 Huntington Beach, CA 92649	71463xxxx0	inf@t*****.com			4.8	296
Edward Jones - Financial Advisor: Zachary T Alario, CFP®	250 Newport Center Dr Ste 206, Newport Beach, CA 92660	94964xxxx0	a.j*******@e********.com									143
Brundage, Steven M	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx3	dns***@a*.com							136	3	137
Pacific Life	700 Newport Center Dr, Newport Beach, CA 92660	80080xxxx6	aad*@p********.com	4.4	47
Richardson, Robert	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx1	acc********@m**********.com
Pacific Southwest Financial	4590 Macarthur Blvd Ste 345, Newport Beach, CA 92660	94929xxxx1	ada******@c*************.com
American Liberty	19000 Macarthur Blvd, Irvine, CA 92612	94962xxxx8	aar@a************.com							922714		79
Helix Wealth Partners, Inc.	3300 Irvine Ave Ste 320 Newport Beach, CA 92660	94966xxxx7	joh@h*****.com
Goggin, J Michael, AGT	2020 Main St, Irvine, CA 92614	94966xxxx2	dns***@a*.com
Lustre Advisors	1 Park Plz Ste 600, Irvine, CA 92614	80054xxxx5
South Coast Wealth Management	43 Corporate Park Ste 201, Irvine, CA 92606	94974xxxx1
Belcourt Investments Inc	513 30th St, Newport Beach, CA 92663	94972xxxx0
Cinergy Financial, Inc	15145 Woodlawn Ave, Tustin, CA 92780	71421xxxx4	awi**@c*************.com
Petra Chien	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx9	acc**********@f**********.com
Oppenheimer & Co Inc	600 Newport Center Dr, Newport Beach, CA 92660	94921xxxx0	aal**@o********.com
RBC Wealth Management Branch - Newport Beach	610 Newport Center Dr Suite 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com	1	1
Morgan Stanley Wealth Management	19000 Macarthur Blvd, Irvine, CA 92612	94964xxxx2	inf@m********************.com
JJ Meis - Bank of the West Wealth Management Advisor	18022 Culver Dr, Irvine, CA 92612	94930xxxx4	aab**@b**********.com					3	1062	98485	1600	99000
Morgan Stanley Wealth Management	660 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0
Milestone Wealth Management & Insurance Solutions	17011 Beach Blvd, Huntington Beach, CA 92647	71446xxxx5	rya@c**************.com
Scalco Financial	207 East Broadway Unit 201 Long Beach, CA 90802	56243xxxx0	mar@s************.com	5	10	5	12
Spahr Financial Group	18682 Beach Blvd, Huntington Beach, CA 92648	71496xxxx0	bsp*@s***********.com
Thompson, David	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Integrity Wealth Management	3991 Macarthur Blvd Ste 215, Newport Beach, CA 92660	94995xxxx8	inq****@i*********.com
Jennett David J	2222 Martin Ste 250, Irvine, CA 92612	94983xxxx6
Geske David T	4685 Macarthur Ct Ste 210, Newport Beach, CA 92660	94975xxxx7
Onitus Capital	3857 Birch St Ste 5059 Newport Beach, CA 92660	86091xxxx4	kso*@o**********.com			5	1			59		132
WM Investment Company	120 Danbury Ln, Irvine, CA 92618	94926xxxx5
Inouye, Lea, AGT	2 Park Plz, Irvine, CA 92614	94966xxxx8	ame****************@a*.com
Edward Jones - Financial Advisor: Chelsea M Peterson	949 S Coast Dr Ste 180, Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							73		74
Compak Asset Management	8105 Irvine Center Dr Irvine, CA 92618	94934xxxx0				5	1
Occhino & Associates	17220 Newhope St, Fountain Valley, CA 92708	71470xxxx0	aar**********@r*********.com							17355
Capital Planning Group	151 Kalmus Dr STE J3, Costa Mesa, CA 92626	71488xxxx5	bri*******@c********************.com	5	1
Rad Financial and Insurance Inc	2020 Main St Ste 1200, Irvine, CA 92614	94977xxxx0	abb******@p**********.com
Pimco	650 Newport Center Dr, Newport Beach, CA 92660	94976xxxx3	aam*********@p**.com	4.4	16
Silver Lake Investments	1303 Avocado Ave, Newport Beach, CA 92660	94970xxxx4
Ameriprise Financial	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0
Banta Asset Management LP	517 30th St, Newport Beach, CA 92663	94967xxxx4	inf@b******************.com
UBS Wealth Management	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx7	abc*****@u.com
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
CB Capital Partners Inc	860 Newport Center Dr, Newport Beach, CA 92660	94941xxxx3
The Seamark Legacy Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx7	acc********@m**********.com
Michael W Jowdy, LPL Financial Services	7777 Ctr Ave Ste 120 Huntington Beach, CA 92647	71489xxxx0	ali*******@l.com			5	1
Richland Investment	4100 Newport Place Dr Ste 800, Newport Beach, CA 92660	94926xxxx0	ann***@r****************.com
Jason Stein, CFP(R) : Bluepoint Wealth Advisors		94923xxxx7	inf@b*************.com
Bridgeport Investment Co	14841 Yorba St Ste 205, Tustin, CA 92780	71450xxxx5
Hold Brothers Online Investment	7923 Warner Ave, Huntington Beach, CA 92647	71484xxxx9	ash***@h*********.com
Epic Financial Management	16787 beach blvd#150, Huntington Beach, CA 92647	71464xxxx7
Nadavon Capital Partners	3857 Birch St, Newport Beach, CA 92660	94941xxxx4	hel@n****.com
Big Sky Capital Investments	2323 Main St, Irvine, CA 92614	94927xxxx5
Stewardship Wealth Management Solutions	101 Main St #200, Huntington Beach, CA 92648	71445xxxx5	inf@s************.com
Sabal Capital 3	4675 Macarthur Ct, Newport Beach, CA 92660	94975xxxx7
Everplus Capital	39 Bower Tree, Irvine, CA 92603	94928xxxx7	inf@e**********.com
Emerald Wealth Management	5000 Birch St Ste 3000 Newport Beach, CA 92660	80022xxxx7	jan***@e**************.com	5	2
Kevin J Crosby - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com									133
Miramar Venture Partners	2101 E Coast Hwy, Corona Del Mar, CA 92625	94976xxxx0	alb*@m******.com
TD Ameritrade	17909 MacArthur Blvd Irvine, CA 92614	94922xxxx0	aam*********@t*********.com			1.7	17			393044		400000
Main Management Co	18700 Main St, Huntington Beach, CA 92648	71491xxxx6	baf***************************@s***.wixpress							6486	18775	6500
Podmajersky, Thomas	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx6	abc*****@u.com
World Financial Group	825 N Broadway, Santa Ana, CA 92701	71455xxxx6	con**************@t*********.com							82300	2050	86000
Spectrum College Planning	2372 Morse Ave Ste 283 Irvine, CA 92614	94974xxxx0	hki@f***************.com			5	1
Premier Commercial Brokerage	1420 N Bristol St, Newport Beach, CA 92660	94925xxxx3	jes**@p***********************.com
New Market Wealth Management	695 Town Center Dr, Costa Mesa, CA 92626	65790xxxx9	inf@n*************.com
ClearLight Partners	100 Bayview Cir, Newport Beach, CA 92660	94972xxxx0	ajb@c*****************.com
Pk Partners	14 Corporate Plaza Dr, Newport Beach, CA 92660	94975xxxx6	bzi@p*******.com
Arch Bay Capital	3121 Michelson Dr Ste 200, Irvine, CA 92612	94967xxxx0
Edward Jones - Financial Advisor: Tim Yost	3700 Newport Boulevard Ste 104 Newport Beach, CA 92663	94964xxxx6	acc********@e********.com			5	1			87605		100000
Sierra Investment Group	550 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4
Euro Pacific Capital Inc	20271 SW Acacia St, Newport Beach, CA 92660	71466xxxx0	alb*@e****.com							289		350
Crown Wealth Management Inc	17011 Beach Blvd Ste 680, Huntington Beach, CA 92647	71496xxxx0	aka@c****.com
Apriem Advisors	19200 Von Karman Ave #1050, Irvine, CA 92612	94925xxxx8	and*@a***.com	5	2					280	36	304
Nielsen, Ole	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8	ban*******************@m.com
Brian Friestman-Ameriprise Financial Services	2 Park Plz, Irvine, CA 92614	94966xxxx7	bri**********@a*.com
BNY Mellon Wealth Management	1600 Newport Center Dr Ste 200 Newport Beach, CA 92660	94925xxxx0	aar@b**********************.com			3	2
Lido Advisors	4695 Macarthur Ct, Newport Beach, CA 92660	94989xxxx0	anf**@a*******.com
Isles Ranch Partners	24 Corporate Plaza Dr, Newport Beach, CA 92660	94938xxxx4	gor*@i*******.com
Trd Investment Properties	14550 Magnolia St, Westminster, CA 92683	71489xxxx0
Purus Wealth Management	4675 MacArthur Ct Ste 770, Newport Beach, CA 92660	94935xxxx0	d.j*@p******************.com							123	14	126
Bernay, Elizabeth S	1901 Main St, Irvine, CA 92614	94995xxxx8	acc********@m**********.com
Cosgrove Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94946xxxx3	abc*****@u.com
Excelsior Capital Partners	4695 Macarthur Ct, Newport Beach, CA 92660	94956xxxx0	ayo*@e****.com
Ryan Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com							14743		16000
Quintessential Financial Corp	2372 SE Bristol St, Newport Beach, CA 92660	94977xxxx5			6
City National Bank - Irvine - Orange County Airport	18111 Von Karman Ave Irvine, CA 92612	94922xxxx0	aks*******@c.com			2	4			5381	138	5900
Pacific Coast Invesments And Management	18552 Macarthur Blvd, Irvine, CA 92612	94972xxxx0
Waterford Property Company	130 Newport Center Dr, Newport Beach, CA 92660	94974xxxx0	cys***@w****************.com
Unique Property Management	7028 Kearny Dr, Huntington Beach, CA 92648	71484xxxx0	upm@u*************.com
Sroka & Co, CPAs	41 Corporate Park Ste 380 Irvine, CA 92606	94935xxxx9	inf@s*******.com			5	1
Southridge Investments Co	Po Box 413, Corona Del Mar, CA 92625	94976xxxx0
L&M Coastal Property Management	1810 Newport Blvd # C, Costa Mesa, CA 92627	94964xxxx9	lmc******@g**.com	4.4	15					222		223
Ubs	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94976xxxx8	aar*****@u.com							228910
LA Wealth Management	Costa Mesa, CA 92626	42445xxxx5	car***@l***************.com			5	3
Greenwich Capital Markets	19200 Von Karman Ave Ste 950, Irvine, CA 92612	94993xxxx0	as@g*******************.com
Nationwide Business Credit	2082 Business Center Dr, Irvine, CA 92612	94975xxxx5
Wells Fargo Advisors	19081 Goldenwest St, Huntington Beach, CA 92648	71453xxxx1			49
Ashlock Wealth Management Group - Stifel	520 Newport Center Dr Ste 1500 Newport Beach, CA 92660	94925xxxx4	ash***@s***.com									68
Wells Fargo Advisors	16025 Brookhurst St, Fountain Valley, CA 92708	71477xxxx5
Wells Fargo Advisors	2030 Main St, Irvine, CA 92614	94931xxxx0	a-w*************@w***************.com
MDH-Ici Acquisition	17222 Von Karman Ave, Irvine, CA 92614	94972xxxx8
Weaver Travis Ameriprise Financial	101 Main St, Huntington Beach, CA 92648	71453xxxx4	dns***@a*.com
Odyssey Wealth Design	18400 Von Karman Ave Ste 550 Irvine, CA 92612	94947xxxx2	ana****@l.com							138	4	140
Chase Bank	1000 Irvine Ave Newport Beach, CA 92660	94962xxxx1	bri**********@c**.com	3	17	2.7	36			937961	5717	37
Grace Wealth Management Group, Inc.	19782 MacArthur Blvd #320, Irvine, CA 92612	94963xxxx0
Hustlers Investments	970 W 17th St, Santa Ana, CA 92706	88862xxxx4
Buchanan Street Partners	620 Newport Center Dr, Newport Beach, CA 92660	94972xxxx5	ade**@b***********.com	3.3	3
Ttl Groups Inc	13880 Harbor Blvd, Garden Grove, CA 92843	71453xxxx4
Wealth Management Strategies	2050 Main St #520, Irvine, CA 92614	94983xxxx2	acg******@w******.com
Edward Jones - Financial Advisor: Nasar Aboubakare	5952 Warner Ave, Huntington Beach, CA 92649	71484xxxx8
Brian McHenry-Sr Wealth Financial Advisor	4400 Macarthur Blvd, Newport Beach, CA 92660	94979xxxx9	aab**@b**********.com							98572	1295
Sutro & Co Inc	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx0
Lifestyle Mortgage	4533 Macarthur Blvd Ste A2036 Newport Beach, CA 92660	94941xxxx5	abu@l***********.com	5	3							1700
James Sams-Financial Advisor, Ameriprise Financial Services	2 Park Plz, Irvine, CA 92614	94997xxxx9	dan*********@a*.com
Crown Pacific Advisors	220 Newport Center Dr, Newport Beach, CA 92660	94925xxxx1	aba@p************.com							233		275
Kapstream Capital	520 Newport Center Dr, Newport Beach, CA 92660	94970xxxx0	adm@i***************.com
Wilmington Trust	650 Town Center Dr, Costa Mesa, CA 92626	31030xxxx0	aam**@w************.com
LPL Financial	10061 Talbert Ave, Fountain Valley, CA 92708	71496xxxx0	aar******@l.com
Euro Pacific Capital	1201 Dove St Ste 200 Newport Beach, CA 92660	94947xxxx0	alb*@e****.com			2.6	30
CS TOMASI Wealth Management	949 S Coast Dr #250, Costa Mesa, CA 92626	56249xxxx8	bel@c*****.com
Tauras Capital Group	19800 Macarthur Blvd, Irvine, CA 92612	94965xxxx4
Pickens, Pamela M	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx2	acc********@m**********.com
Nuveen Investments	Newport Beach, CA 92660	94976xxxx4	aar***********@n***.com							1816		2000
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
Sheaffer, William	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx8	acc********@m**********.com
Brown, David	1901 Main St, Irvine, CA 92614	94995xxxx8	acc********@m**********.com
Ameriprise Financial Services	2020 Main St, Irvine, CA 92614	94966xxxx2	ame****************@a*.com
Deloitte	695 Town Center Dr Suite 1000, Costa Mesa, CA 92626	71443xxxx0	3d@d*******.com	5	8
Charter West Financial Management	4425 Jamboree Rd Ste 180, Newport Beach, CA 92660	94947xxxx8	adm@c*********.com							107		111
Ameriprise Financial	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx5	cli**************@a*.com							222		223
Bilak and Kramer Capital	180 Newport Center Dr Ste 185, Newport Beach, CA 92660	94970xxxx2
Tuer, Walter	1901 Main St, Irvine, CA 92614	94995xxxx4	acc********@m**********.com
Bockhold Investment Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	wms********@r.com							14743		16000
Barouti Financial Services	4695 Macarthur Ct, Newport Beach, CA 92660	94985xxxx5
Securities America Inc	4590 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx3	aad******@s**************.com
Brar, J P	1901 Main St, Irvine, CA 92614	94980xxxx6	acc********@m**********.com
Carrick Capital Parnters	610 Newport Center Dr, Newport Beach, CA 92660	94920xxxx2	aj@c*********************.com
Global Hunter Securities	600 Anton Blvd, Costa Mesa, CA 92626	94927xxxx0	cha*@s************.com	4.6	19
Eureka Capital Partners	23 Corporate Plaza Dr Ste 125, Newport Beach, CA 92660	94971xxxx0	aar**@s*********.com
Zapotocky, James	1901 Main St, Irvine, CA 92614	94980xxxx7	acc********@m**********.com
Mahmood, Mazhar	4 Park Plz, Irvine, CA 92614	94953xxxx4	ame****************@a*.com
Newman, Richard C	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx8	acc********@m**********.com
Investment Inc Pcd	855 Seagull Ln, Newport Beach, CA 92663	81835xxxx9
McKinnon And Associates	18400 Von Karman Ave Ste 400 Irvine, CA 92612	90936xxxx6	dal**********@l.com
PNC Private Bank	2020 Main St Ste 950, Irvine, CA 92614	88876xxxx6	aar****@p.com							352743	8655	355000
Bablot Investments	1733 Monrovia Ave Ste V, Costa Mesa, CA 92627	94957xxxx2	man*****@b**************.com
Umpqua Bank Home Lending	4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94987xxxx2	aar*******@u*******.com					4	1189	50650	669	49000
Sapience Investments	520 Newport Center Dr, Newport Beach, CA 92660	94970xxxx5	bry********@b*******.com
KPP Financial	18575 Jamboree Rd Ste 600 Irvine, CA 92629	80055xxxx1	ary@k*********.com			4	4
Stewardship Wealth Management Solutions	101 Main St Ste 220 Huntington Beach, CA 92648	71445xxxx5	inf@s************.com
The Norton Group - Raymond James	485 E 17th St #300, Costa Mesa, CA 92627	94928xxxx0	aar**********@r*********.com	5.01
Grubb & Ellis Residential Brokerage Services	15343 Culver Dr, Irvine, CA 92604	94955xxxx0
Standard S A Investments	3220 S Standard Ave, Santa Ana, CA 92705	71455xxxx4
Barangay Investment Club	2510 W Adams St, Santa Ana, CA 92704	71454xxxx5
Investors Trust	1 Upper Newport Plz, Newport Beach, CA 92660	94925xxxx0			2
Wla	1301 Dove St, Newport Beach, CA 92660	94985xxxx4	apo**@w***********.com
James P Fletcher	3991 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx8	acc**********@f**********.com
Capital Aspects	1502 E Warner Ave, Santa Ana, CA 92705	94993xxxx6
Providence Wealth Management Group - Ameriprise Financial Services, LLC	2600 Michelson Dr #1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Mariner	West Tower, 5000 Birch St Suite 367, Newport Beach, CA 92660	85734xxxx8	aar******@m******************.com	5	1
Flagstar Bank	19700 Fairchild Ste 146, Irvine, CA 92612	94985xxxx0	a.d****@f*****.com	1.5	2
Cruttenden Partners	4600 Campus Dr Ste 110, Newport Beach, CA 92660	94939xxxx0	cor@c***************.com
I C M-Jae Investments	2 Upper Newport Plz, Newport Beach, CA 92660	94975xxxx0	don@i******.com
Signature Resources	19900 Macarthur Blvd, Irvine, CA 92612	94993xxxx0	ahj*@f***********.com
Birch Investment	20271 SW Birch St, Newport Beach, CA 92660	31027xxxx0
Blanco Investments	3197 Airport Loop Dr, Costa Mesa, CA 92626	71443xxxx6
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
Weaver Consulting Group	101 Main St Ste 220 Huntington Beach, CA 92648	71453xxxx5	ami@w*******************.com			5	4
Mutual of Omaha	2601 Main St Ste 960 Irvine, CA 92614	94985xxxx9	aar*******@m**********.com							147069	1554	153000
Phoenix Investment Funds	4000 Macarthur Blvd, Newport Beach, CA 92660	94938xxxx0	awe*****@c******.com
Aviation Capital Group	Serving theCosta Mesa Area	94921xxxx0	860***********************************@w***************.com
Mercer Advisors Wealth Management	620 Newport Center Dr #1030, Newport Beach, CA 92660	80039xxxx4	aar******@m***********.com	3.7	3
IWM Partners	3 Park Plz Ste 1490 Irvine, CA 92614	71479xxxx1	ahe*****@i********.com		5	5	3
Morgan Stanley Wealth Management	5000 Birch St, Newport Beach, CA 92660	71475xxxx1
Brenen Capital Management Group	1601 Dove St Ste 291, Newport Beach, CA 92660	80058xxxx6
Michael Investment Co	17702 Mitchell N, Irvine, CA 92614	94995xxxx0
Trilogy Financial Services	17011 Beach Blvd Ste 800, Huntington Beach, CA 92647	71484xxxx7	aar********@t******.com							4143		4100
Halliburton Investments	757 Domingo Dr, Newport Beach, CA 92660	94976xxxx0
Wildrose	2300 SE Bristol St, Newport Beach, CA 92660	94949xxxx1	inf@w*************.com
WAYUP Wealth Building Group	2618 San Miguel Dr Ste 393 Newport Beach, CA 92660	94988xxxx2				5	2
LPL Financial	23 Corporate Plaza Dr, Newport Beach, CA 92660	94975xxxx3	aar******@l.com
Pier 15 Investments	1323 W Bay Ave, Newport Beach, CA 92661	94967xxxx6
Sullivan Wealth Management Group	895 Dove St Ste 300, Newport Beach, CA 92660	85547xxxx2	bra********@s********.com
Douglas Investments Co	PO Box 4068, Irvine, CA 92616	94955xxxx1
Grey's Five Star Investment Inc	1045 E 4th St, Santa Ana, CA 92701	71424xxxx0
Adam Macdonald	3991 Macarthur Blvd, Newport Beach, CA 92660	94962xxxx4	acc**********@f**********.com
Financial Strategies - Wealth Management Group	6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA 92707	71436xxxx4	bla****@f**.com	5	1
Randall Instruments Inc	17291 Irvine Blvd, Tustin, CA 92780	71466xxxx9
Newport Beach Securities Inc	18872 Macarthur Blvd Ste 100, Irvine, CA 92612	94933xxxx0
Scott Wealth Management Group	18022 Cowan Ste 225 Irvine, CA 92614	94955xxxx0
U.S. Bank – Wealth Management Banker: Katherine Nguyen	17150 Magnolia St, Fountain Valley, CA 92708	71484xxxx0	aar**********@u***.com	1.01						345638	5034	348000
Travis Combe - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx5	dan*********@a*.com									66
Financial West Group	1300 Quail St Ste 204, Newport Beach, CA 92660	94922xxxx1	jag*******@f.com
Champlain Investment Partners	18201 Von Karman Ave, Irvine, CA 92612	80284xxxx0	ah@c****.com
QP Advisory	1525 Mesa Verde Dr E #224, Costa Mesa, CA 92626	71448xxxx4	joh*****@q*******.com
Triad Investment Management	1301 Dove St, Newport Beach, CA 92660	94985xxxx2	con**@t****.com
Richard Vander Kaay and Associates Inc	Serving theCosta Mesa Area	94970xxxx5
Morgan Stanley Wealth Management	2040 Main St Ste 600, Irvine, CA 92614	94980xxxx0	aar*********@m*********************.com
Polaris Wealth Advisory Group, LLC	3200 Park Center Dr Suite 1260, Costa Mesa, CA 92626	94963xxxx3	a.j**@p**********.com
Patriquin, Debra	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx5	ale********@m.com
Schultz, Robert	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx5	wms********@r.com							12815
401k-Checkup	1401 Dove St Ste 420, Newport Beach, CA 92660	94997xxxx8	inf@4**********.com
Clark, Lee	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx1	acc********@m**********.com
BMI Financial	5 Upper Newport Plz, Newport Beach, CA 92660	94922xxxx0
Clearvue Capital	895 Dove St Ste 120, Newport Beach, CA 92660	94929xxxx0	csa**@c*********.net
Merrill Lynch Financial Advisor Dorothy J Santiago	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	ban*******************@m.com
Voorhees Investments	3501 Jamboree Rd, Newport Beach, CA 92660	94972xxxx1
Wealth Management Solutions	2532 Dupont Dr, Irvine, CA 92612	94947xxxx0	inf@w*****.com							58	4	63
Lenders Investment Corp	2755 S Bristol St, Santa Ana, CA 92704	71454xxxx7
Todd Halbrook and Adam Macdonald	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx1	joh******@c.rbcwealthmanagement
Allen, Robert P Bob	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx4	abc*****@u.com
Ashwill Investments	130 Newport Center Dr, Newport Beach, CA 92660	94947xxxx8
Sierra Asset Management	2525 Ocean Blvd, Corona Del Mar, CA 92625	94966xxxx4
TaraByte Solutions	1835 Newport Blvd Ste A109-294, Costa Mesa, CA 92627	88874xxxx3	inf@t******.com	4.9	38					502	5	507
Edward Jones	6813 Quail Hill Pkwy, Irvine, CA 92603	94982xxxx7	a.j*******@e********.com							87631		100000
Hughes Investments	23 Corporate Plaza Dr, Newport Beach, CA 92660	94975xxxx1	ajo***@h******.com
Vieth Co	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94947xxxx8
Latisys	17400 Von Karman Ave, Irvine, CA 92614	94998xxxx7	aar********@l****.com
Kolbach, Amanda	1901 Main St, Irvine, CA 92614	94980xxxx5	acc********@m**********.com
Securities America	200 S A St, Tustin, CA 92780	71466xxxx1	aar******@s**************.com
Tgv Partners	23 Corporate Plaza Dr Ste 215, Newport Beach, CA 92660	94972xxxx9
Oxford Bioscience	650 Town Center Dr Ste 810, Costa Mesa, CA 92626	71470xxxx4	ape****@o**.com
Edward Jones - Financial Advisor: Nick Peterson, CRPS™	940 S Coast Dr #250, Costa Mesa, CA 92626	71448xxxx9	a.j*******@e********.com	5	1							228
Banning, Ryan	1901 Main St, Irvine, CA 92614	94995xxxx3	acm*********@m**********.com
Atlantic Trust	4675 Macarthur Ct Ste 1150, Newport Beach, CA 92660	94966xxxx0	a.n****@a**********.com
Lang & Associates	5000 Birch St Ste 3000 Newport Beach, CA 92660	94926xxxx2		4	14
Strattford Capital	4440 Von Karman Ave, Newport Beach, CA 92660	94938xxxx5
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
Pinn Investments	4675 Macarthur Ct, Newport Beach, CA 92660	94966xxxx0	axx**@p************.com
Hughes Westbrook Insurance	17220 Newhope St Ste 116, Fountain Valley, CA 92708	71454xxxx0	gre***@h***.com		85
Profit & Wealth Tax Advisors	2030 Main St Ste 1300 Irvine, CA 92614	71444xxxx9	eri@p************************.com			5	13
Fidelity	2211 Michelson Dr, Irvine, CA 92612	80033xxxx9	a61**@f*****.com							323688		343000
Phong Dien Investment	17290 Newhope St, Fountain Valley, CA 92708	71475xxxx8
Diversified Pacific Partners	901 Dove St Ste 220, Newport Beach, CA 92660	94986xxxx5	jja***@d***********.com
Primevest Financial	15343 Culver Dr, Irvine, CA 92604	94926xxxx1		3.2	9
Mariman and Co	500 Newport Center Dr, Newport Beach, CA 92660	94970xxxx6	ag@m******.com
Wells Fargo Advisors	5 Park Plz, Irvine, CA 92614	94975xxxx3	acc***************@w*******.com		207
J V Delaney & Associates	17 Muir Beach Cir, Corona Del Mar, CA 92625	94972xxxx3
K Investment Co	5000 Birch St, Newport Beach, CA 92660	94994xxxx5	aar@c**************.com
Alicante Investment	16478 Beach Blvd, Westminster, CA 92683	94928xxxx3	ali******************@g**.com
Paine Webber Inc.	4675 Macarthur Ct, Newport Beach, CA 92660	80085xxxx2
David Arvidson - ARBOR Financial Group	2932 Daimler St, Santa Ana, CA 92705	88858xxxx3	dav@a****.com			5	3
Eastdil Secured	500 Newport Center Dr, Newport Beach, CA 92660	94993xxxx4
Viking Investments	4425 Jamboree Rd, Newport Beach, CA 92660	94925xxxx0
Back Bay Investment Group	777 Domingo Dr, Newport Beach, CA 92660	94923xxxx7	and*********@b******.com
H B Investment Enterprise	15568 Brookhurst St, Westminster, CA 92683	71441xxxx1	rec****@g***********.com
Provence Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx0	all@p*.com	5	1
MFF Investment Corp	11352 Westminster Ave, Garden Grove, CA 92843	65721xxxx4
Walter E Kaminski-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx9	acm*********@m**********.com
Cosmetic Investments	2711 E Coast Hwy, Corona Del Mar, CA 92625	94987xxxx8
Ring A Bell Property Management	1310 Logan Ave Suite B, Costa Mesa, CA 92626	71465xxxx5		5	2
Leonid Grinberg	901 Dover Dr, Newport Beach, CA 92660	94951xxxx0
Martin Commercial Group	1360 Ritchey St, Santa Ana, CA 92705	71454xxxx0	ela*******@m**.com							496	60
Cetera Advisors	17100 Gillette Ave, Irvine, CA 92614	94983xxxx4	a@c*************.com
PacificWest Asset Management	3191 Airport Loop Dr # D, Costa Mesa, CA 92626	71443xxxx0	ame**@p********.cc	1.8	10
Strathspey Crown	4040 Macarthur Blvd Ste 210, Newport Beach, CA 92660	94926xxxx0
LPL Financial	21942 Kaneohe Ln, Huntington Beach, CA 92646	71484xxxx0	aar******@l.com
Brinson Patrick Securities Corp.	Serving theCosta Mesa Area	94972xxxx0
Christopher M. Simmons Physician Financial Services	695 Town Center Dr Ste 200, Costa Mesa, CA 92626	71486xxxx0
Duckworth & Mehner	3189 Pullman St, Costa Mesa, CA 92626	71443xxxx0
Nour Investments Inc	16851 Mcfadden Ave, Tustin, CA 92780	71488xxxx3
The Bahnsen Group	520 Newport Center Dr, Newport Beach, CA 92660	94987xxxx0	abe**@t************.com					4.8	33	2097	51	2200
Micha Investment Corp	351 Hospital Rd Ste 507, Newport Beach, CA 92663	94964xxxx1
Ersop.Com Inc	18141 Beach Blvd #300, Huntington Beach, CA 92648	86669xxxx7	adm@e**.com
Newport Capital	15 Corporate Plaza Dr Ste 250, Newport Beach, CA 92660	94975xxxx6
Sebastian D'Anna Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94946xxxx0	abc*****@u.com
Wealth Management Financial Advisors	3701 Long Beach Blvd #100, Long Beach, CA 90807	56242xxxx7	bab****@w***************.com	3.4	12					582551		46
Orion Investment Real Estate	4120 Birch St Ste 110, Newport Beach, CA 92660	94920xxxx0
Number 1 Insurance	17111 Beach Blvd Ste 103, Huntington Beach, CA 92647	71484xxxx0	inf@n********.com	4.9	518								5	1
Irvin, Peter	1901 Main St, Irvine, CA 92614	94980xxxx8	acc********@m**********.com
Bancorp Familiar	2024 N Broadway Ste 200, Santa Ana, CA 92706	71454xxxx0
Citibank	17400 Brookhurst St Fountain Valley, CA 92708	65721xxxx4	abb********@c*.com	3	20	2.2	34			154297	1838	11
Sierra Nevada Investment Group	3186 Pullman St, Costa Mesa, CA 92626	71485xxxx7
Klein, Martin	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	mar*******@r.com									157
The Macarthur Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx3	acc********@m**********.com
Farmers Insurance - Daryl Tallon	5015 Birch St Ste 111 Newport Beach, CA 92660	94926xxxx7	abc*****@f****.com			5	3	5	8	189	4	187
Cooke Wealth Management, LLC	18881 Von Karman Ave Suite 1420, Irvine, CA 92612	94972xxxx0	bar**@c****.com	5	2					112
Surf City Investment Group	19381 Salmon Ln, Huntington Beach, CA 92646	71496xxxx8
Spectrum Painting	1901 Main St, Irvine, CA 92614	94980xxxx1	acc********@m**********.com
Oracle College Planning	16755 Von Karman Ave Ste 200 Irvine, CA 92606	94939xxxx0				5	2
Kinecta Federal Credit Union - Huntington Beach	7881 Edinger Ave Ste 120 Huntington Beach, CA 92647	31064xxxx0	aar***@k****.org			4.4	67			43475	1455	43000
Michael Y Yen-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx8	acc********@m**********.com
T N Investments Group, LLC	17220 Newhope St, Fountain Valley, CA 92708	71443xxxx4											1	3
Big Bear Capital	Serving theCosta Mesa Area	56238xxxx6
M Knott Enterprises	41 Royal Saint George Rd, Newport Beach, CA 92660	94964xxxx6
Schubert, Scott	2020 Main St, Irvine, CA 92614	94923xxxx6	dns***@a*.com
Brightview Development	610 Newport Center Dr, Newport Beach, CA 92660	94928xxxx9	aar@b*******.com							21254	214	23000
BRUNDAGE, PEARL & ASSOCIATES - Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94986xxxx0	dns***@a*.com							136	3
Lh Capital	1830 Main St, Irvine, CA 92614	94924xxxx0		4.6	1287
Pyramid Capital Investments Corp	4667 Macarthur Blvd Ste 320, Newport Beach, CA 92660	94983xxxx7	sro@p************.com
Edward Jones - Financial Advisor: Cameron Rose	1525 Mesa Verde Dr E Ste 116 Costa Mesa, CA 92626	71443xxxx4	a.j*******@e********.com							87605		100000
Acevedo, Daniel	1901 Main St, Irvine, CA 92614	94934xxxx4	acc********@m**********.com
Kensington Resources	600 Anton Blvd Ste 1000, Costa Mesa, CA 92626	71438xxxx0
Digital Asset Investment Management	260 Newport Center Dr Ste 100, Newport Beach, CA 92660	94929xxxx2	hq@d***.io
Berman Investment Group	20251 SW Acacia St Ste 200, Newport Beach, CA 92660	94927xxxx0
Soto, Christopher	1901 Main St, Irvine, CA 92614	94980xxxx4	aar@k***.com							560	647	584
Pacific Wealth Partners	3333 West Coast Hwy Suite #530, Newport Beach, CA 92663	94963xxxx2	dav********@p******************.com
Dalva & Associates	600 Anton Blvd Ste 1100, Costa Mesa, CA 92626	71443xxxx7	aar*******@d.com
Cimco	3303 Harbor Blvd, Costa Mesa, CA 92626	71436xxxx0	joh@c********.com
Morgan Gold	19900 Macarthur Blvd Ste 150 Irvine, CA 92612	94982xxxx0				1	1
Alin Worldwide Investments	555 Ancon Blvd Suite 150, Costa Mesa, CA 92626	71426xxxx0
Racofsky, Richard	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4	acc********@m**********.com
CIBC Private Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94966xxxx0	acc*****@c*.com							2120		2200
BBVA Compass	2020 Main St Ste 950, Irvine, CA 92614	94921xxxx9											5	2
Steadfast Management Company	18100 Von Karman Ave Ste 500, Irvine, CA 92612	94985xxxx0	abe**@s***************.com					3	57	675	90	675
WCM Investment Management	281 Brooks St, Laguna Beach, CA 92651	94971xxxx0	aar@w******.com
Price, Michael, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx6	dns***@a*.com
Paulson Investment Co Inc	2600 Michelson Dr Ste 1700, Irvine, CA 92612	94985xxxx1	aca******@p**************.com
Financial Research Group	4500 Campus Dr Ste 135, Newport Beach, CA 92660	94975xxxx0
Securities America Inc.	2522 Chambers Rd, Tustin, CA 92780	71457xxxx8	aad******@s**************.com
McLaughlin, John	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx4	acc********@m**********.com
Spinnaker Investment Group	4100 Macarthur Blvd, Newport Beach, CA 92660	94939xxxx0	and*@s********.com							623	69	647
Taylor, Robert F	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx5	acc********@m**********.com
TFC Credit Services	3941 S Bristol St Ste D-147 Santa Ana, CA 92626	80088xxxx2	adr*@c**.com
Eggleston, Thomas J	1901 Main St, Irvine, CA 92614	94995xxxx2	acc********@m**********.com
Blackstar Financial Inc	3165 Red Hill Ave, Costa Mesa, CA 92626	94925xxxx7	b@b*****************.com	1	3
Desiree Patna Enterprises Inc	2601 Main St Ste 560, Irvine, CA 92614	94922xxxx5	aar********@t******.com							4145
Freeman, Alan	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx7	aar*****@u.com
M2 Investment Advisor	11770 Warner Ave, Fountain Valley, CA 92708	71424xxxx1	aal********@m*****.com
The Saddleback Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx8	acc********@m**********.com
Sage Point Financial	10061 Talbert Ave Ste 200, Fountain Valley, CA 92708	71496xxxx0	dom**@a*********.com							2765	26	3300
Perry Soderberg - Ameriprise Financial Advisor	2600 Michelson Dr Ste 1460 Irvine, CA 92612	94925xxxx0	dns***@a*.com
Hankey Investment Company	2125 Westcliff Dr, Newport Beach, CA 92660	94954xxxx1	a.g@h**.com
Royal Alliance Assoc Inc	4701 Teller Ave Ste 101, Newport Beach, CA 92660	94926xxxx0	aba***@r**********.com							2760	26	3300
Edward Jones - Financial Advisor: Elizabeth P Thai	5952 Warner Ave, Huntington Beach, CA 92649	71470xxxx5	a.j*******@e********.com							87384		100000	5	1
Castapos Inc	4695 Macarthur Ct, Newport Beach, CA 92660	31044xxxx3	aid******@m******.com									4
Aslan Capital Management	3200 Bristol St, Costa Mesa, CA 92626	94946xxxx0	asy**@a****.com	2.02
Chizmarova, Ellie, CFA	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx9	acc********@m**********.com
Rowe, Richard B, PHD	2120 Main St Ste 120, Huntington Beach, CA 92648	71496xxxx2	aad******@s**************.com
Lunna Loans	1931 Newport Blvd, Costa Mesa, CA 92627	88833xxxx1	inf@l********.com	4.8	18
Michelle Tascoe Financial Coaching	Los Angeles, CA 90004	20928xxxx6		5	11	4.9	51
Royal Alliance Associates	4701 Teller Ave Ste 101 Newport Beach, CA 92660	56236xxxx8				5	1
Northwestern Mutual Financial Network	18191 Von Karman Ave Irvine, CA 92612	94962xxxx0	aar********@n*.com			1.7	6			107316	16165	108000
Osaic Wealth	3070 Bristol St #500, Costa Mesa, CA 92626	94920xxxx4	bre@j********.com
Tarbox Family Office	500 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	bri@t***.com
Financial for Life	Fountain Valley, CA 92708	71465xxxx5
R & B Investment	1762 San Juan St, Tustin, CA 92780	71473xxxx9
E3 Financial	4100 Newport Place Dr Ste 650, Newport Beach, CA 92660	94972xxxx4	aar**********@a.com							3927
Jay Derusso	3991 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx8	acc**********@f**********.com
Hexeum Capital \| Financial Advisors, Wealth Management, Insurance Services	5000 Birch St tower suite 3000, Newport Beach, CA 92660	32338xxxx2	d_4**@y**.com
Becker Wealth Management LLC	19800 MacArthur Blvd #300, Irvine, CA 92612	94972xxxx5	ste**@b**********************.com	5	1
Barbisan, Victoria	2 Park Plz, Irvine, CA 92614	94997xxxx2	dns***@a*.com							58		58
Ortega, Michael	1901 Main St, Irvine, CA 92614	94995xxxx7	acc********@m**********.com
Vartanyan Wealth Management	2043 Westcliff Dr # 213, Newport Beach, CA 92660	94961xxxx4	ada*********@l.com							123		124
Carandang, Rey	611 Anton Blvd, Costa Mesa, CA 92626	71442xxxx1	bri*******@c**********************.com
Aurora Financial Planning & Investment Management	Newport Beach, CA 92657	85820xxxx1	c18***************************@s***.wixpress
Crown Capital Securities	101 Main St Ste 260, Huntington Beach, CA 92648	71453xxxx4
Strategic Equity Group	6 Hutton Centre Dr Ste 860, Santa Ana, CA 92707	71475xxxx8	cho**@a***********.com
Caruso Affiliated Holdings	110 Newport Center Dr Ste 200, Newport Beach, CA 92660	94971xxxx1
Poole, Michael	500 Newport Center Dr, Newport Beach, CA 92660	94976xxxx4	ban********@e**.bankofamerica
Edward Jones - Financial Advisor: Bob Josten	307 Marine Ave Ste 8 Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com
Sceberras, Christine	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx5	acc********@m**********.com
Financial West Group	17755 Sky Park Cir, Irvine, CA 92614	94922xxxx0	azl@f.com
He & Chen Investment	1221 W Alton Ave, Santa Ana, CA 92707	94920xxxx6
555 Capital Advisors, LLC	555 Anton Blvd Suite 150, Costa Mesa, CA 92626	94932xxxx5	aar*@5***************.com
Morgan Stanley Wealth Management	1901 Main St Ste 800, Irvine, CA 92614	94995xxxx0	acm*********@m**********.com
Silversage Advisors	19200 Von Karman Ave Ste 370 Irvine, CA 92612	94922xxxx5	dsa*@s***************.com		3	5	1
Au Terre Property Management	2973 Harbor Blvd Ste 123, Costa Mesa, CA 92626	80040xxxx5	inf@a***************.com	1	1							4
All Pro Investments	2152 Dupont Dr, Irvine, CA 92612	94975xxxx0	get***@s***************.com										5	1
Lion Gate Capital Inc	17901 Von Karman Ave, Irvine, CA 92614	31022xxxx0
Eternity Financial Alliance	4695 MacArthur Ct Fl 11 Newport Beach, CA 92660	86688xxxx7	inf@e*.agency	5	10	5	1
Frome Investments	151 Kalmus Dr, Costa Mesa, CA 92626	71464xxxx0	bbe****@f*****.com	1.8	10			4.2	5			25
Lee Franchises Investments	7821 Edinger Ave, Huntington Beach, CA 92647	71489xxxx6
Barney Smith	2040 Main St Ste 600, Irvine, CA 92614	94980xxxx0
Wells Fargo Advisors	19840 Beach Blvd, Huntington Beach, CA 92648	71496xxxx7
Nick Socha - Northwestern Mutual	18575 Jamboree Rd Ste 400 Irvine, CA 92612	94962xxxx6	ade*******@n.com							46		49
StrateFi Wealth Management	18881 Von Karman Ave Suite 410, Irvine, CA 92612	94934xxxx1	dou@s************.com	5	20					352		345
Equico	535 Anton Blvd Ste 1100, Costa Mesa, CA 92626	71432xxxx0	abo***@r******.com
Procurus Wealth Management	4101 Birch St Ste 110, Newport Beach, CA 92660	94922xxxx8
Newport Wealth Advisors	4695 MacArthur Ct #1100, Newport Beach, CA 92660	87769xxxx7	bwe*@n******************.com	3.8	4
Tryon Company	18022 Cowan Ste 215, Irvine, CA 92614	94933xxxx9	joh@t********.com
Integrity Financial Advisory	10101 Slater Ave Ste 250, Fountain Valley, CA 92708	71437xxxx8	adm@i********.com
Zacks Investment Research Inc	18300 Von Karman Ave, Irvine, CA 92612	76074xxxx9
Alpha Cubed Investments	450 Newport Center Dr Ste 440, Newport Beach, CA 92660	94970xxxx3	alp@a******************.com
Mission Wealth	1 Park Plz Ste 600 Irvine, CA 92614	94928xxxx0	ach**@m**********.com
Surf City Investors, LLC	P.O. Box 6093, Huntingtn Bch, CA 92615	94968xxxx7	gab@s***************.com
Woodbury Financial Services	3070 Bristol St. Suite 500, Costa Mesa, CA 92626	94920xxxx4	bre@j********.com
Trilogy Financial Services	17011 Beach Blvd Huntington Beach, CA 92647	71484xxxx7	a@t********.com			4.4	7
T N Investments Group	4120 W 5th St, Santa Ana, CA 92703	71443xxxx4
D.A. Davidson	3333 Michelson Dr, Irvine, CA 92612	71432xxxx0	a.a@d*********.com							844		1100
Umpqua Bank	4040 Macarthur Blvd, Newport Beach, CA 92660	94947xxxx0	ana*************@u*******.com					3.9	1174	50746	606	49000
CIBC Private Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94988xxxx0	alb*********@c*.com							2118		2200
Rodriquez Wealth Management	4340 Von Karman Ave Suite 101, Newport Beach, CA 92660	94968xxxx1	cat@r********.com	5	1
The Johnson Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0	acc********@m**********.com
Perla Capital Group	4 Park Plz Ste 1240, Irvine, CA 92614	94925xxxx7
Orange County Investment Group	10540 Talbert Ave # 270W, Fountain Valley, CA 92708	71496xxxx8
Guardians Wealth Management		94920xxxx5
Global Infrastructure Solutions Inc	660 Newport Center Dr, Newport Beach, CA 92660	21364xxxx9	buf**@g*.com
Downie Financial Group- Dave Ramsey Smartvestor Pro	26050 Acero, Mission Viejo, CA 92691	71490xxxx5	cli@c********.com	5	10
E Mortgage Capital	18071 Fitch Irvine, CA 92614	85556xxxx0	aab**@e*************.com			4.8	291			26311	114
Allen & Caron Inc	2151 Michelson Dr Ste 120, Irvine, CA 92612	94947xxxx0	and*@a*******.com
Newport Capital Advisors	23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660	88865xxxx7	cfa***@n*******************.com									95
Buffalo Capital Corporation	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94947xxxx9	jdo@b************.com
Beacon Pointe Advisors	24 Corporate Plaza Dr STE 150, Newport Beach, CA 92660	94971xxxx0	a.c*@b*********.com	5	1
Edward Jones - Financial Advisor: Mary B Molnar, CRPC™	2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625	94964xxxx6	a.j*******@e********.com									25
Global Investment Solutions	1300 N Bristol St Ste 200, Newport Beach, CA 92660	94966xxxx0	ski****@e******.net
McA Trading	101 Main St, Huntington Beach, CA 92648	71453xxxx5
Thrivent Financial	34 Executive Park Ste 210, Irvine, CA 92614	80084xxxx6	a.v@t*******.com
Oconnor & Co Securities	2901 W Coast Hwy, Newport Beach, CA 92663	94976xxxx0	bst***@o**.com
Santee Street Associates	23 W Yale Loop, Irvine, CA 92604	94955xxxx2
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
Private Wealth Management \| U.S. Bank	18300 Von Karman Ave, Irvine, CA 92612	94944xxxx1	aar**********@u***.com							344746	4754	346000
Mitchell Financial Solutions	201 Sandpointe Ave Ste 228, Santa Ana, CA 92707	71466xxxx2
Chi Luu - First Financial Security	2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704	71468xxxx2	chi@f**********.com	5	2	5	18
RBC Wealth Management Branch-Newport Beach	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx1
Young, David Rowan	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx2	acc********@m**********.com
Smith, Thomas E, AGT	2020 Main St, Irvine, CA 92614	94933xxxx0	dns***@a*.com
World Financial Group	15361 Brookhurst St Ste 212, Westminster, CA 92683	65722xxxx8
Rennie & Associates	1608 Galaxy Dr, Newport Beach, CA 92660	94965xxxx2
Newport Beach Wealth Management	120 Newport Center Dr, Newport Beach, CA 92660	94943xxxx4	aar********@r*********.com
Equico	575 Anton Blvd Ste 1100, Costa Mesa, CA 92626	71432xxxx0
Klarin and Associates	20101 SW Birch St Ste 210 Newport Beach, CA 92660	94983xxxx1	ame**@k****************.com			4.4	7
Trust E Tech	3303 Harbor Blvd, Costa Mesa, CA 92626	71444xxxx5	ang*@t*******.com
Podium Financial Group Inc	2183 Fairview Rd Ste 108, Costa Mesa, CA 92627	94951xxxx3	inf@p*************.com
Equity Source	940 S Coast Dr Ste 215 Costa Mesa, CA 92626	87733xxxx0
Wealth Management Corp	800 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	bra********@s********.com
Hollencrest Capital Management	100 Bayview Cir #500, Newport Beach, CA 92660	94973xxxx0	cam***@h********.com	3.5	4
Van Uden, Mark J	1901 Main St, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
Edward Jones	18426 Brookhurst St, Fountain Valley, CA 92708	71496xxxx0	a.j*******@e********.com							86209		96000
Great Park Insurance	10 Corporate Park Ste 130 Irvine, CA 92606	94938xxxx2	dan*@g***************.com	5	505	4.9	750			644	2206
SunAmerica	3723 Birch St Ste 9, Newport Beach, CA 92660	94975xxxx2	aad***@s*******.com
McCarthy Wealth Management	3300 Irvine Ave, Newport Beach, CA 92660	71424xxxx1	inf@m*********.com									294
Ferguson, Jevin	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx2	acc********@m**********.com
Allen Family Trust	1 Thunderbird Dr, Newport Beach, CA 92660	94964xxxx6
Level Four Group	1920 Main St Ste 1090, Irvine, CA 92614	94977xxxx1	aha*@l***************.com
Advantage 1st Financial	3187 Red Hill Ave #230, Costa Mesa, CA 92626	94928xxxx5		4.6	10
Sperry Van Ness	18881 Von Karman Ave Ste 800, Irvine, CA 92612	94970xxxx0	aar******@s.com							1207	5
Pmb Securities	450 Newport Center Dr Ste 110, Newport Beach, CA 92660	94946xxxx0	j.k**@p**********.com
Yaltin Investments	6 Monterey Cir, Corona Del Mar, CA 92625	94972xxxx0
Royal Alliance Associates Inc	2010 Main St Ste 130, Irvine, CA 92614	94955xxxx0	aba***@r**********.com							2760	26	3300
Solomon's Investments	75 Tarocco, Irvine, CA 92618	94929xxxx2
Steadfast Properties	20320 SW Birch St, Newport Beach, CA 92660	94985xxxx0	abe**@s***************.com					3	57	675	90	675
Nassau, Steve	1901 Main St, Irvine, CA 92614	94995xxxx5	acc********@m**********.com
Chariots Empire Investments, Inc.	2030 Main St, Irvine, CA 92614	87758xxxx6
Vance Long \| United American Mortgage	3198-F Airport Loop Dr Costa Mesa, CA 92626	71442xxxx7	chr@l*****.com			4.9	33
Bell&Brown Wealth Advisors, LLC	14 Corporate Plaza Dr #100, Newport Beach, CA 92660	94939xxxx8	con**@b**************.com	5	4
Thai, Elizabeth P	5952 Warner Ave, Huntington Beach, CA 92649	71470xxxx5	a.j*******@e********.com							86710		98000
Reef Point, LLC	3525 Hyland Ave Ste 145, Costa Mesa, CA 92626	71458xxxx6	re@r***********.com	3	2							41
Rex Behrashi - CFP Financial & Insurance Strategies	201 East Sandpointe Ste 228 Santa ana, CA 92707	31070xxxx9
Kingdom Wealth Stewards	294 Ambroise Newport Coast, CA 92657	94928xxxx0	jri******@k******************.com
Yhc Wealth Management Group	18396 Brookhurst St, Fountain Valley, CA 92708	71496xxxx0	pgb****@w****************.com							199	5	205
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
Infinity Investment Services	14200 Culver Dr, Irvine, CA 92604	94955xxxx0
Ameriprise Financial	660 Newport Center Dr Ste 740, Newport Beach, CA 92660	94971xxxx7	ame****************@a*.com
Hartfelder, Jack	1901 Main St, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
Henry, Daniel S	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8
Strategic Financial Group	18191 Von Karman Ave Ste 100, Irvine, CA 92612	94962xxxx0
Becker Wealth Management LLC	19800 Macarthur Blvd, Irvine, CA 92612	94972xxxx5	ste**@b**********************.com
Pacific Investment Management Company	310 White Cap Ln, Newport Coast, CA 92657	94972xxxx0	abc*****@p**.com
Cerity Partners	18881 Von Karman Ave Irvine, CA 92612	21220xxxx0	aad*@c***********.com
Burton Corp	740 W 16th St, Costa Mesa, CA 92627	94961xxxx0	aam*@b***.com							767091		764000
Pacific Pension Institute	465 Saint Andrews Rd, Newport Beach, CA 92663	94971xxxx3
Edward Jones - Financial Advisor: Markus Wong	250 Newport Center Dr Ste 206, Newport Beach, CA 92660	94964xxxx0	a.j*******@e********.com							72		74
Gillespie, Thomas	2 Park Plz, Irvine, CA 92614	56230xxxx7	dns***@a*.com
Soundboard Invest	2102 Serrano Ave, Newport Beach, CA 92661	94920xxxx9
Davidson, Samuel J	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx9	abc*****@u.com
Legacy investments	2320 Harbor Blvd # 200, Costa Mesa, CA 92626	88861xxxx1
JMB Financial Managers	43 Corporate Park, Irvine, CA 92606	94925xxxx4	inf@j********.com							73
Investments PDC	450 Newport Center Dr, Newport Beach, CA 92660	94970xxxx5
Girling Reig	332 Marine Ave, Newport Beach, CA 92662	94928xxxx2	dav@g*********.com
Householder, Jeff	2121 E Coast Hwy, Corona Del Mar, CA 92625	94964xxxx6	acc********@e********.com							86718		98000
Norco Capital	20151 SW Birch St, Newport Beach, CA 92660	94955xxxx8
Nuveen Investments	1 Park Plz Ste 325, Irvine, CA 92614	94944xxxx0	aar***********@n***.com							1812		2000
The Samuel & Ruth Song LTD Partnership	20372 Brentstone Lane, Huntington Beach, CA 92646	95137xxxx5
Wealth Management Solutions. LLC	East Tower, 4000 MacArthur Blvd, Newport Beach, CA 92660	94947xxxx0	inf@w*****.com
Southwest Investments	17962 Sky Park Cir, Irvine, CA 92614	94941xxxx6
Kodiak Capital Group	260 Newport Center Dr, Newport Beach, CA 92660	94943xxxx0	inf@k********.com
Quintessential Financial	2372 SE Bristol St Ste C Newport Beach, CA 92660	94977xxxx5	inf@m***********.com		6	5	1	4.6	153	69126	796	68000
Orange County Investment Group	2055 Loggia, Newport Beach, CA 92660	94954xxxx5
Option One Investments	9599 Newfame Cir, Fountain Valley, CA 92708	71424xxxx4
R S Crum Inc	4 Upper Newport Plz, Newport Beach, CA 92660	94942xxxx6	car@r***.com
Newport Beach, CA Private Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	80054xxxx8	abc*****@u.com	5.01
Cobalt Unlimited	10055 Slater Ave Ste 260 Fountain Valley, CA 92708	71489xxxx0	mel**@c**************.com			5	2			219	3	214
Warren Street Wealth Advisors	4041 MacArthur Blvd Ste 400 Newport Beach, CA 92660	65750xxxx5	bla@w***************.com			5	17
Green Street Advisors	660 Newport Center Dr Ste 800, Newport Beach, CA 92660	94999xxxx0
Advisor Solution's Group Inc	1300 Bristol St N Ste 100, Newport Beach, CA 92660	94925xxxx5	ccu**@a******************.com
Lincoln Financial Advisors	18400 Von Karman Ave Ste 500 Irvine, CA 92612	94966xxxx1
Combe, Jeremy, AGT	2 Park Plz, Irvine, CA 92614	94966xxxx0	dns***@a*.com
Saint Investment Group Inc.	555 Anton Blvd Suite 225, Costa Mesa, CA 92626	71433xxxx0
Kostichuk Steve	15355 Brookhurst St, Westminster, CA 92683	71483xxxx9
Raymond James	2701 W Coast Hwy, Newport Beach, CA 92663	94963xxxx2	sha*******@r*********.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
LPL Financial	1503 S Coast Dr # 204, Costa Mesa, CA 92626	71467xxxx5	aar******@l.com
Wohl Investment Co	14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660	94970xxxx0	re@w*************.com
Stephen Shin - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	joh******@c.rbcwealthmanagement
LPL Financial	4000 Birch St Ste 201d, Newport Beach, CA 92660	94955xxxx5	aar*******@l.com							20010	214	21000
XOA TAX	2211 Michelson Dr Ste 900 Irvine, CA 92614	65782xxxx8	con**@x***.com			5	3
NextFha Mortgage	2100 Main St Ste St., Irvine, CA 92614	94980xxxx0	dav******@w***.com
Kost Investment Group	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx9	joh******@c.rbcwealthmanagement							80	8	83
Timothy G Hassell	Serving theCosta Mesa Area	94941xxxx9
Golden Westminster	14731 Goldenwest St, Westminster, CA 92683	71489xxxx9
Check Capital Management	575 Anton Blvd # 500, Costa Mesa, CA 92626	80071xxxx7	aeb***@c*********.com	4.6	18
Hamy Sharifi-Private Client Advisor	4400 Macarthur Blvd, Newport Beach, CA 92660	94979xxxx3	aab**@b**********.com							98589	1302
Wealth Coast - Wealth Management and Insurance Solutions	18575 Jamboree Rd #200, Irvine, CA 92612	94986xxxx0	chr***********@n.com									138
Prudential Financial	3333 Michelson Dr Ste 820, Irvine, CA 92612	94956xxxx0	a.w***@p*******.com
Ajilon	4675 Macarthur Ct Ste 470, Newport Beach, CA 92660	94995xxxx4
Mitchell Capital Management Inc	3187 Airway Ave, Costa Mesa, CA 92626	71443xxxx2	dgo**@g*************.com
Coast Wealth Management	302 N El Camino Real #216, San Clemente, CA 92672	94936xxxx5	abe**@c******************.com	5.03
M S G Investment Group	4717 W 1st St, Santa Ana, CA 92703	71441xxxx0
Empirical Wealth Management	2020 Main St Ste 340 Irvine, CA 92614	94954xxxx0	aba**@e******.net									2500
The M Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4	acc********@m**********.com
David Rae Certified Financial Planner	Huntington Beach, CA 92647	31075xxxx0	dav****@f***************.com
Newport Assets Inc	14 Corporate Plaza Dr Ste 200, Newport Beach, CA 92660	94975xxxx3
Ck Cooper & Company	18300 Von Karman Ave Ste 700, Irvine, CA 92612	94947xxxx2
GLM & Investments	200 Main St, Huntington Beach, CA 92648	94920xxxx9
Ameriprise Financial	4425 Jamboree Rd Ste 117, Newport Beach, CA 92660	94938xxxx7	dns***@a*.com
Low, Andrew	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx7	abc*@u.com
Sunpath Financial	3333 Michelson Dr #300, Irvine, CA 92612	94964xxxx9	525***********************************@w***************.com	5	7
Global Investment Management	9602 Hamilton Ave, Huntington Beach, CA 92646	71496xxxx7
First American Trust	5 First American Way, Santa Ana, CA 92707	71464xxxx7	acc********@f****.com	3.2	5					5257		5800	5	1
Edward Jones - Financial Advisor: Nick Peterson	940 S Coast Dr Ste 250 Costa Mesa, CA 92626	71448xxxx9	a.j*******@e********.com									228
BNY Mellon Investment Management and Investment Services	1600 Newport Ctr Dr Ste 200 Newport Beach, CA 92660	87742xxxx7	ada******@b******.com			1	1
Birch Capital	5000 Birch St Ste 3000, Newport Beach, CA 92660	88838xxxx7	ale@b******.com
Gardena Financial	1516 W Redondo Beach Blvd, Gardena, CA 90247	42499xxxx9		4.8	35	4.7	159			45
Rs Crum	4 Upper Newport Plz Ste 201 Newport Beach, CA 92660	94942xxxx6	car@r***.com	5	4
Loan Services	14762 Colletta Pl, Westminster, CA 92683	71425xxxx7
Branch Investment Group	901 Dove St, Newport Beach, CA 92660	94975xxxx2
David Thompson - RBC Wealth Management Branch Director	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Cimco	250 Fischer Ave, Costa Mesa, CA 92626	71436xxxx0
Belle Investment Corp	1400 Mcgaw Ave, Irvine, CA 92614	94986xxxx3
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
Hunt, Brandon	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4	acc********@m**********.com
Sheffield & Sutton Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94971xxxx8	abc*****@u.com
Ameriprise Financial	1 Park Plz Ste 600, Irvine, CA 92614	94926xxxx1	ame****************@a*.com
Crown Wealth Management	2900 Bristol St Suite B-106, Costa Mesa, CA 92626	71496xxxx0	aka@c****.com
The Line SA Investors	3000 Westminster Ave, Santa Ana, CA 92703	71426xxxx7
SchoolsFirst Federal Credit Union	2300 Harbor Blvd Costa Mesa, CA 92626	84465xxxx3	aab****@s************.org	4.7	52	4.2	54			94806	131	95000
MILE Wealth Management	100 Spectrum Center Dr suite 900, Irvine, CA 92618	94944xxxx0	inf@m********.com
Pariax Private Wealth Management	450 Newport Center Dr Ste 570, Newport Beach, CA 92660	88872xxxx7	inf@p****.com
Medici Capital	520 Newport Center Dr Ste 620, Newport Beach, CA 92660	94970xxxx5	inf@m****************.com
OC Financial Group	134 Liberty St, Tustin, CA 92782	94937xxxx4	joh@o**************.com
American Express Financial Advisors	19200 Von Karman Ave Irvine, CA 92612	94975xxxx8				1	1
Investlinc	13655 S Harbor Blvd, Anaheim, CA 92802	71468xxxx0
Christenson, Peter	2 Park Plz, Irvine, CA 92614	94997xxxx4	dns***@a*.com							55		57
Whittier Trust Company	3200 Park Center Dr Costa Mesa, CA 92626	94921xxxx0	aau@w**********.com							164	13	195
Maxim Capitol Advisors Inc	4695 Macarthur Ct, Newport Beach, CA 92660	94975xxxx3	ant**@c****************.net
Edward Jones - Financial Advisor: Nathan Kieu	19742 Macarthur Blvd, Irvine, CA 92612	94972xxxx8	a.j*******@e********.com							87631		100000
Danzi Capital Group	Serving theCosta Mesa Area	94926xxxx0
Christopher Weil & Co Inc	4590 Macarthur Blvd, Newport Beach, CA 92660	94972xxxx4	c18***************************@s***.wixpress									53
Tremont Realty Capital	1786 Orange Ave, Costa Mesa, CA 92627	94921xxxx0
Handmade Investments A I	17462 Von Karman Ave, Irvine, CA 92614	71439xxxx4
Lee Robinson CFP, EA	315 3rd St Ste C Huntington Beach, CA 92648	71496xxxx6	lee***@v****.net			4.2	5
Wealth Management Services Inc	15771 Grey Oaks St, Westminster, CA 92683	71479xxxx9	inf@w***.com
Edward Jones - Financial Advisor: Trisha M Braunstein	3621 Harbor Blvd Ste 140, Santa Ana, CA 92704	94963xxxx1	a.j*******@e********.com							48		91
American Strategic Capital Inc.	949 S Coast Dr Ste 280, Costa Mesa, CA 92626	71452xxxx3
The Focal Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx6	acc********@m**********.com
Curtis Ostling-Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx4	acm*********@m**********.com
Tymatt Securities	4023 Birch St, Newport Beach, CA 92660	94925xxxx0
Edward Jones - Financial Advisor: Erik L Jolliff	485 E 17th St Ste 100 Costa Mesa, CA 92627	94972xxxx4	a.j*******@e********.com							87605		100000
4MPC Inc	8 Premiere Pt, Newport Coast, CA 92657	94923xxxx8	fre@w******.com
Lifestyle Financial Services	4675 Macarthur Ct, Newport Beach, CA 92660	94983xxxx3	aar*******@s****.com							9472		9500
Marion Consulting	1604 E 4th St Ste A, Santa Ana, CA 92701	71424xxxx4	aga**@k**********.com
Aura Investment Partners	5429 Residencia, Newport Beach, CA 92660	94987xxxx2	akk**@a***********.com
SMS Investment Group	4695 Macarthur Ct, Newport Beach, CA 92660	94997xxxx0	aja*****@s****.com							350	59	359
Edward Jones - Financial Advisor: Jaime A. Torres	7755 Center Ave Ste 1010, Huntington Beach, CA 92647	71490xxxx6
Empirical Wealth Management	450 Newport Center Dr Ste 400, Newport Beach, CA 92660	94985xxxx3	aba**@e******.net									2500
Equity Investments Group	419 Main St Ste 335, Huntington Beach, CA 92648	71484xxxx1	ann*********@e******************.com
Buchanan Street Partners	3501 Jamboree Rd Ste 4200, Newport Beach, CA 92660	94972xxxx4	ade**@b***********.com	3.3	3
Monaco Financial	4900 Birch St, Newport Beach, CA 92660	94975xxxx3
Buckingham Strategic Wealth	3 Park Plz, Irvine, CA 92614	87769xxxx2	adm@b**************.com							553	6	650
Crossharbor Capital Partners	520 Newport Center Dr, Newport Beach, CA 92660	94943xxxx0	aj@c*****************.com
Hammond Investment Group	14536 Brookhurst St Ste 101, Westminster, CA 92683	71453xxxx7
Edward Jones - Financial Advisor: Amy A Holley, CEPA®\|AAMS™\|CRPC™	18837 Brookhurst St Ste 205, Fountain Valley, CA 92708	71496xxxx4	a.j*******@e********.com							87384		100000
Victoria Riverside Inc	9802 Big Sur Dr, Huntington Beach, CA 92646	71496xxxx5
Community Capital Advisory Group	203 Danbrook, Irvine, CA 92603	94946xxxx7
Theresa Kost - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx9	the*******@r.com							80	8	83
SunAmerica	17094 Magnolia St, Fountain Valley, CA 92708	71484xxxx8	aad***@s*******.com
Bradstreet Investment Co	121 Agate Ave, Newport Beach, CA 92662	94972xxxx2
Belcourt Investments	3501 Jamboree Rd, Newport Beach, CA 92660	94972xxxx4
Online Trading Academy	17780 Fitch Ste 200 Irvine, CA 92614	88843xxxx2	abi@t************.com			3.9	132			109528	203	117000
Providential Securities	8700 Warner Ave, Fountain Valley, CA 92708	71459xxxx4
Lauren Hawkins - Thrivent	18377 Beach Blvd Ste 215, Huntington Beach, CA 92648	71496xxxx8	adm@d*********.com
Andrew M Schroeder - Ameriprise Financial Advisor	2 Park Plz Ste 1100 Irvine, CA 92614	56230xxxx5	dns***@a*.com
Pride Investments	14441 Beach Blvd Ste 207, Westminster, CA 92683	71427xxxx3
Catherine Fullerton-Thrivent	18377 Beach Blvd, Huntington Beach, CA 92648	71496xxxx8	adm@d*********.com
Alefi, Ozair	1901 Main St, Irvine, CA 92614	94995xxxx2	acc********@m**********.com
Edward Jones - Financial Advisor: Amy Worth	18837 Brookhurst St Ste 205 Fountain Valley, CA 92708	71496xxxx4	acc********@e********.com			1	1			87586		100000
Sullivan, Mackenzie	800 Newport Center Dr, Newport Beach, CA 92660	94923xxxx0	acc********@m**********.com
Werlemann Wealth Management	620 Newport Center Dr Ste 1100, Newport Beach, CA
Allan, Garth	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx5	abc*****@u.com
American Healthcare Investors	18191 Von Karman Ave, Irvine, CA 92612	94927xxxx0	ali**@a************************.com
Capital Reserve Group - Ameriprise Financial Services, LLC	611 Anton Blvd Ste 200, Costa Mesa, CA 92626	71443xxxx6	dns***@a*.com
NewCoast Wealth Advisors - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94971xxxx5	abc*****@u.com	5.01
The Reserve Investments	4100 Newport Place Dr, Newport Beach, CA 92660	94977xxxx1	cha*@r***************.com							127	39	131
Ameriprise Financial Advisors	101 Main St Ste 220 Huntington Beach, CA 92648	71453xxxx4				5	1
Edward Jones - Financial Advisor: Tom Choi	2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625	94964xxxx6	a.j*******@e********.com							87631		100000
Goodyear Investment Inc	17195 Newhope St Ste 209, Fountain Valley, CA 92708	71455xxxx0	cro*****@t******.com
McGregor Financial Group Inc	19762 Macarthur Blvd, Irvine, CA 92612	94972xxxx8
Edward Jones - Financial Advisor: Bob Josten	307 Marine Ave, Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com							87631		100000
Falcon Wealth Planning	2030 Main St 13th floor, Irvine, CA 92614	85596xxxx6	inf@f******.com	4.9	37
Wells Fargo Advisors	4590 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx7
NetCap Ventures Inc	4600 Campus Dr, Newport Beach, CA 92660	94925xxxx2
Labarthe, Jeff	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2
Pence Wealth Management - Financial Advisors	5000 Birch St #8000, Newport Beach, CA 92660	94966xxxx7	aay**********@l.com	5	1					1229	37	1297
Taussig, Josh, CFA	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0	acc********@m**********.com
Edward Jones	2540 Main St Ste W, Irvine, CA 92614	94986xxxx6
Ron Sterud and Associates	438 Main St Ste 220, Huntington Beach, CA 92648	71487xxxx4
Cooke Wealth Management	18881 Von Karman Ave Ste 1420 Irvine, CA 92612	94972xxxx0	coo******@c***********.com	5	2
WestPac® Wealth Partners (San Diego)	5280 Carroll Canyon Rd Suite 300, San Diego, CA 92121	61968xxxx0	inf@w***********.com	4.6	18					54338	39	104000
Hattermann, Carl J	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx6	abc*****@u.com
Anderson, Scott	1901 Main St, Irvine, CA 92614	94995xxxx9	acc********@m**********.com
Meece, Douglas	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx6	acc********@m**********.com
Newport Coast Capital Management	5000 Birch St Ste 600, Newport Beach, CA 92660	94972xxxx0
UBS Financial Services Inc	888 San Clemente Dr # 300, Newport Beach CA, 92660, Newport Beach, CA 92660	94976xxxx8	aar*****@u.com							230237		243000
Viking Investments	17910 Sky Park Cir Ste 200, Irvine, CA 92614	94925xxxx0
Bressette Co	949 S Coast Dr # 175, Costa Mesa, CA 92626	71443xxxx5		5	1
Advanced Planning Group	4770 Campus Dr, Newport Beach, CA 92660	95177xxxx3	ada@t********.org							51	9
Phillip Ngo - State Farm Insurance Agent	18382 Brookhurst St Fountain Valley, CA 92708	71496xxxx8	phi**@p************.com			4.8	134
Johnson, Mark, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx2	ame****************@a*.com
Clearview Investment Partners	3151 Airway Ave Ste H-1 Costa Mesa, CA 92626	94920xxxx0	jan@c*****.com
Sage Point Financial	3723 Birch St, Newport Beach, CA 92660	94975xxxx2	dom**@a*********.com							2795	26	3300
Crescent Bay Advisors, Inc.	2101 E Coast Hwy Ste 120, Corona Dl Mar, CA 92625	94971xxxx7	inf@c*****************.com
American Capital Acquisitions	600 Anton Blvd, Costa Mesa, CA 92626	71498xxxx2
Griffin Capital Securities	18191 Von Karman Ave, Irvine, CA 92612	94927xxxx0	ada@g************.com
Marric Wealth Management	4675 McArthur Ct Ste 725 Newport Beach, CA 92660	94937xxxx6
Wia	1 Newport Place Dr, Newport Beach, CA 92660	94985xxxx4
Saatchi Investment Corp	14200 Culver Dr, Irvine, CA 92604	94973xxxx6
Ricky Martinez Associates Investment	18025 Sky Park Cir, Irvine, CA 92614	94933xxxx1
Man-Cal Inc	711 W 17th St, Costa Mesa, CA 92627	94972xxxx5	ap.*****@m***.com
Baumgardner, Jay	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx8	alb**********@u.com
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
Jermaine Jamison-Platinum Financial Services Advisor, Ameriprise Financial Services	2 Park Plz, Irvine, CA 92614	94997xxxx1	dan*********@a*.com
KV Financial Services	9569 Bolsa Ave Westminster, CA 92683	71441xxxx9		5	2	5	3
Modern Wealth Advisors	3200 Park Center Dr UNIT 260, Costa Mesa, CA 92626	94946xxxx9
Prudential Financial	3333 Michelson Dr, Irvine, CA 92612	94944xxxx0	aar*****************@p*******.com							558349		564000
Oak Bridge Advisors Inc	4000 Macarthur Blvd Ste 550, Newport Beach CA, 92660, Newport Beach, CA 92660	94968xxxx0	jaz@o**************.com
Edward Jones - Financial Advisor: Hai B. Phan	18426 Brookhurst St Ste 206 Fountain Valley, CA 92708	71496xxxx0	acc********@e********.com							87586		100000
Edward Jones - Financial Advisor: Stephen L Rhorer, CEPA®	1525 Mesa Verde Dr E Ste 116, Costa Mesa, CA 92626	71443xxxx4	a.j*******@e********.com							278	3	286
Askew Kabala & Co. Inc.	242 W Main St, Tustin, CA 92780	71450xxxx0	con**@a********.com
DW Investment Group	1720 E Garry Ave Ste 220, Santa Ana, CA 92705	94955xxxx8
Investment Tax Strategy	48 Talmont, Newport Coast, CA 92657	94985xxxx9
Row Asset Management	450 Newport Center Dr, Newport Beach, CA 92660	94947xxxx1	ak@r****.com
NWM GROUP- Newport Wealth Management Group	23 Corporate Plz Newport Beach, CA 92660	94990xxxx9				5	2
MAP Alternative Asset Management Co	620 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94970xxxx0
Spectrum Asset Management Inc.	450 Newport Center Dr, Newport Beach, CA 92660	94995xxxx1	ach*@m*******.com							166767	126	187000
Triton Investment Advisors	18672 Florida St Ste 202B, Huntington Beach, CA 92648	71437xxxx0
BML Wealth Management	2 Park Plz Ste 280 Irvine, CA 92614	94968xxxx5	adv***@b******.net			4.1	7			192	9
DJM Investments	3198 Airport Loop Dr, Costa Mesa, CA 92626	30558xxxx3	dav@d***********.net
Pure Financial Advisors	2020 Main St Ste 690 Irvine, CA 92614	94977xxxx0	abb******@p**********.com							1667		1700
Signature Estates and Investment Advisors	2010 Main St, Irvine, CA 92614	94970xxxx8	adm@s*.com
IWM Partners, LPL Wealth Advisors	3 Park Plaza suite 1490, Irvine, CA 92614	71496xxxx0	ahe*****@i********.com	5	1
Vestar/Gray INVESTORS	17622 Armstrong Ave, Irvine, CA 92614	94986xxxx1
Eladio Correa - Ameriprise Financial Services, Inc.	101 Main St Ste 220, Huntington Beach, CA 92648	71437xxxx0	dns***@a*.com
Investor Solutions Group	18377 Beach Blvd Ste 323, Huntington Beach, CA 92648	71484xxxx5
Algarin, Michael	1901 Main St, Irvine, CA 92614	94995xxxx5	acc********@m**********.com
Clear Mortgage Capital	19800 MacArthur Blvd Ste 880 Irvine, CA 92612	86623xxxx8	alu*@c*****************.com			4.4	34			139	13
Affinity Investment Advisors	18111 Von Karman Ave Ste 550, Irvine, CA 92612	94966xxxx3	ale*****@a***************.com
Edward Jones - Financial Advisor: Jason Jiang	18200 Von Karman Ave Ste 560 Irvine, CA 92612	94975xxxx3	a.j*******@e********.com			5	2
Barbara Stowell: LPL Financial Advisor	9550 Warner Ave Ste 300, Fountain Valley, CA 92708	71496xxxx0	ahe*****@i********.com										5	1
Bridgewater Captial Corp	2 Park Plz, Irvine, CA 92614	94925xxxx0	and@b**********.com
Crandal, Ray	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx7	acc********@m**********.com
Nicholas Khoudari - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Swick Lam Assett Management	940 S Coast Dr, Costa Mesa, CA 92626	71485xxxx0
Kempton Accountancy	3420 Bristol St Ste 600 Costa Mesa, CA 92626	71494xxxx3	inf@k****************.com			5	2
Fidelity Investments	1600 Newport Center Dr Suite 100, Newport Beach, CA 92660	80036xxxx0	a61**@f*****.com	3.5	2					329254		353000
The Linzmeier Pitcher Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx4	acc********@m**********.com
Bright Legacy	Diamond Bar, CA 91765	21337xxxx5	cri@b*************.com
Sage Investco Deux	3837 Birch St, Newport Beach, CA 92660	94995xxxx0
Crossmark Financial	1601 Dove St Ste 199, Newport Beach, CA 92660	94944xxxx0	bry@c***************.com
Thuan Bui	Santa Ana, CA 92704	71442xxxx2				5	1
SageView Advisory Group	1920 Main St Ste 800, Irvine, CA 92614	80081xxxx2	ach@s*************.com							150	6	158
Yao, Yijun	1901 Main St, Irvine, CA 92614	94995xxxx7	acc********@m**********.com
Heimler & Associates CPA	17880 Sky Park Cir Ste 110 Irvine, CA 92614	94925xxxx2	deb@h*********.com			5	1
Teton Investments	2848 S Fairview St, Santa Ana, CA 92704	71454xxxx0
Transworld Financial	19400 Beach Blvd Ste 5, Huntington Beach, CA 92648	71446xxxx0	mdo*@t*********.com
Tyler James Pace, CPA, MAFM	3000 Ladrillo Aisle, Irvine, CA 92606	94942xxxx5
Vertical Advisors LLP now Andersen	3200 Park Center Dr Suite 1200, Costa Mesa, CA 92626	94975xxxx0	adv***@v*************.com	5	6
O'Connor & Company Securities	234 E 17th St, Costa Mesa, CA 92627	94976xxxx0	bst***@o**.com
Ihp Meridian	100 Bayview Cir, Newport Beach, CA 92660	94985xxxx1	aya@i****.com
Ameriprise Financial	6371 Forester Dr, Huntington Beach, CA 92648	94986xxxx0	ant*****@a*.com
John Stokes Financial	2030 Main St Ste 1300 Irvine, CA 92614	94947xxxx5	ala@j****************.com			3.8	4
South Coast Wealth Management	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx7
Clarke Financial Group	17780 Fitch, Irvine, CA 92614	94922xxxx3	cbo@c****.com
Faris Financial Group	1503 S Coast Dr # 301, Costa Mesa, CA 92626	71443xxxx1
Shark Investments Inc	2709 Westminster Ave, Santa Ana, CA 92706	71455xxxx8
Fbr And Company	18101 Von Karman Ave Ste 950, Irvine, CA 92612	94947xxxx0	abc@f**.com
CB Capital Partners Inc	620 Newport Center Dr, Newport Beach, CA 92660	94941xxxx0	dco***@s*****************.com
Needleman Asset Management	1301 Dove St, Newport Beach, CA 92660	94938xxxx0	ach*@m*******.com
SoCal Financial Planning	2552 Walnut Ave Ste 145 Tustin, CA 92780	94937xxxx4				5	1
APEX Investment Planning Services	424 32nd St Ste A, Newport Beach, CA 92663	94966xxxx0	bai**@b*****.com
First Allied Securities Inc	1200 Quail St Ste 225, Newport Beach, CA 92660	94947xxxx5	aab@f********.com
Diversified Real Property Management	180 E Main St Ste 101, Tustin, CA 92780	71454xxxx5	ahm@d******.com
Unique Investment Corps	7028 Kearny Dr, Huntington Beach, CA 92648	71484xxxx0	inf@u************.com
Casaw, Andrea M	800 Newport Center Dr, Newport Beach, CA 92660	94994xxxx5	acc********@m**********.com
Koren Strategic Investments	1382 Valencia Ave, Tustin, CA 92780	71427xxxx5
Squires, Eric	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx3	ale********@m.com
LPL Financial Service	20161 Interior Ln, Huntington Beach, CA 92646	71496xxxx0	aar*******@l.com
Bluehound Investments	11656 Rosemary Ave, Fountain Valley, CA 92708	71441xxxx8
Charles Fish Investments	2010 Main St Ste 130, Irvine, CA 92614	94929xxxx0
Miracle Mile Advisors	660 Newport Center Dr, Newport Beach, CA 92660	94971xxxx6	abu**********@m****************.com
Liberty Capital Management	1811 E Garry Ave Santa Ana, CA 92705	94972xxxx8	agr**@l**************.com			5	1
Hap Cole - Associate Financial Advisor, Ameriprise Financial Services	8212 Wildwood Dr, Huntington Beach, CA 92646	71453xxxx2	dns***@a*.com
Warren Street Wealth Advisors, LLC	4041 MacArthur Blvd Suite 400, Newport Beach, CA 92660	71487xxxx0	bla@w***************.com	5	15
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
Cambridge Companies	660 Newport Center Dr, Newport Beach, CA 92660	88861xxxx6	abd****@c*********.com
Wealth Management Services	15771 Grey Oaks St Westminster, CA 92683	71479xxxx9	inf@w***.com
Gold Alliance	Serving theCosta Mesa Area	80045xxxx5
CWC Investment	507 N Bush St, Santa Ana, CA 92701	94985xxxx7
Hollencrest Securities	3501 Jamboree Rd, Newport Beach, CA 92660	94973xxxx5	ac@h**********.com
Wilshire Finance Partners	1400 Newport Center Drive, Suite 250, Newport Beach, CA 92660	86657xxxx0	aba***@w*******.com							143	4	151
Integrity Wealth Management	3991 MacArthur Blvd, Newport Beach, CA 92660	94995xxxx8	eve*@i*********.com	5	2					139		146
Seaview Investors	333 Bayside Dr, Newport Beach, CA 92660	94956xxxx0	aho***@s*************.com
Asset Management	417 S Broadway, Santa Ana, CA 92701	94928xxxx9
Sol Terra Estates & Lending Inc.	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94962xxxx5	geo*@s************.com							363	7	354
Wirth Financial Services	17941 Mitchell S, Irvine, CA 92614	94985xxxx5	joh@t*******.com	5	2
Edward Jones - Financial Advisor: Jared R Dahline	2025 Newport Blvd Ste 100 Costa Mesa, CA 92627	94963xxxx1	a.j*******@e********.com							87605		100000
JCM Investments	873 W 17th St, Costa Mesa, CA 92627	94964xxxx3
Newport Harbor Wealth Management	2070 Business Center Dr STE 250, Irvine, CA 92612	94948xxxx4		5.01
Charles Schwab	16 Corporate Plaza Dr, Newport Beach, CA 92660	94971xxxx8	ada********@s***.com	5	5
PruVise, Inc	4695 MacArthur Ct Ste 1100 Newport Beach, CA 92660	94979xxxx4	leg@c**********.com			5	1
Trust Deed Capital	120 Newport Center Dr, Newport Beach, CA 92660	94948xxxx6	a@t***************.com		23
Insight Investments	611 Anton Blvd Ste 700, Costa Mesa, CA 92626	71493xxxx0	aad**@i***************.com
Tina Chou - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	dan*********@a*.com
Knightsbridge Wealth Management	450 Newport Center Dr, Newport Beach, CA 92660	94964xxxx4	bmc*****@k*****.com												4.5	88
Robert Breen - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx8	and***************@f*****.com									61
Baker Jensen Invstmnt Advisors	1001 Dove St Ste 240, Newport Beach, CA 92660	94983xxxx0
Buttrey Financial - Wealth Management and Insurance Services - Northwestern Mutual	1500 Quail St #600, Newport Beach, CA 92660	94986xxxx0	soc*@n***************.com	5	1					107316	16167	108000
Shields Cattau Financial Group	959 S Coast Dr, Costa Mesa, CA 92626	94926xxxx2	adm@d*********.com
Leisure Capital Management, Inc.	Center Tower, 650 Town Center Dr #880, Costa Mesa, CA 92626	71438xxxx0	awe*@l***********.com							20		30
Kremer Co	260 Newport Center Dr, Newport Beach, CA 92660	94975xxxx2
Scott McEwan-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx3	acc********@m**********.com
Vline Investment	9501 Erskine Dr, Huntington Beach, CA 92646	71441xxxx3
Belcourt Investments Inc	3 San Joaquin Plz, Newport Beach, CA 92660	94972xxxx0
Monarch Bay Securities	5000 Birch St Ste 4800, Newport Beach, CA 92660	94937xxxx0	ada@b*********.com									153
Scottrade	7012 Edinger Ave Ste 103, Huntington Beach, CA 92647	71484xxxx1	dns***@s***.com
Pacific Financial Plaza	880 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	jan***@i****************.com							1307
Investment Brokerage	2721 E Coast Hwy, Corona Del Mar, CA 92625	94956xxxx1
JCN Investments	345 Gulf Stream Way, Costa Mesa, CA 92627	94954xxxx5	chr***@p*********.com
C F G Investments	17220 Newhope St Ste 224, Fountain Valley, CA 92708	71455xxxx0
Hsu Investment Company	1491 Santa Fe Dr, Tustin, CA 92780	71425xxxx8
Stevens & Ault Financial Services	940 S Coast Dr, Costa Mesa, CA 92626	71490xxxx8	dav@s*******************.com
AMMR Tax Inc	18350 Mount Langley St Ste 200 Fountain Valley, CA 92708	71446xxxx0	tax@a******.com
Sterne Agee Equity Capital	620 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94972xxxx1	age****@s*******.com
Couyoumjian Asset Mgnt	15145 Woodlawn Ave, Tustin, CA 92780	71421xxxx4	ach********************@g**.com
Financial Resources Group	610 Newport Center Dr Ste 200 Newport Beach, CA 92660	94995xxxx5	inf@f*******************.com			2.8	6
Schwary Portfolio Management - Morgan Stanley	800 Newport Center Dr Ste 500, Newport Beach, CA 92660	94971xxxx5	acc********@m**********.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
Centricity Financial	5000 Birch St Ste 3000 Newport Beach, CA 92660	94944xxxx5	inf@c*****************.com
Wealth Financial Group West	650 Town Center Dr #920, Costa Mesa, CA 92626	71461xxxx4	bro@w*******.com							110		119
Owen, Timothy	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8	ale********@m.com
Rockwater Financial Services	620 Newport Center Dr, Newport Beach, CA 92660	94972xxxx9	aco@e***********.com
Loynes, James R, CFA	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx6	acc********@m**********.com
Windfall Advisors	620 Newport Center Dr Ste 1100 Newport Beach, CA 92660	31040xxxx4	inf@w**************.com
RCP Advisors	1111 Bayside Dr, Corona Del Mar, CA 92625	94933xxxx0	aab*@r********.com
Financial Advisors	5020 Campus Dr Newport Beach, CA 92660	94975xxxx2
Yocam, Joshua	1901 Main St, Irvine, CA 92614	94980xxxx4	acc********@m**********.com
Compass Diversified Holdings	2010 Main St, Irvine, CA 92614	94933xxxx3	cod**************************@c**********.com
Edward Jones	2134 Main St, Huntington Beach, CA 92648	71496xxxx0	a.j*******@e********.com							86209		96000
StrataTax	5694 Mission Center Rd Ste 215 San Diego, CA 92108	85822xxxx0				5	135
Marino Investment Company	3636 Birch St Ste 200, Newport Beach, CA 92660	94997xxxx2	eri@m***************.com
Wealth Management Services Inc	12676 Hoover St, Garden Grove, CA 92841	71479xxxx9	inf@w***.com
Ryan Morrissey-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx7	acc********@m**********.com
Mka Capital Group Advisors	1 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660	94972xxxx0	adm@m***.com
First Republic Bank	3991 Macarthur Blvd Ste 300 Newport Beach, CA 92660	94975xxxx8	acc**********@f**********.com	3.3	11	2.5	17
Morgan Stanley Wealth Management	650 Town Center Dr Ste 100, Costa Mesa, CA 92626	71495xxxx0
Tetrad Investments	15190 Kensington Park Dr, Tustin, CA 92782	71469xxxx4	d.j@d***********.com	4	519
Yang Investments	901 S Coast Dr, Costa Mesa, CA 92626	71472xxxx6
Aristotle Capital MGMT	840 Newport Center Dr, Newport Beach, CA 92660	94999xxxx0	abe******@a*********.com									5000
Merit Wealth Management - Ameriprise Financial Services	14771 Plaza Dr Ste M, Tustin, CA 92780	94925xxxx8	chr*************@a*.com							221
I O Investments Inc	16480 Harbor Blvd, Fountain Valley, CA 92708	71477xxxx0
Santee Street Assoc	69 E Yale Loop, Irvine, CA 92604	94955xxxx6
Innovate Partners Inc	20371 Irvine Ave, Newport Beach, CA 92660	94950xxxx2	and*********@i****************.com
LA Wealth Management	3200 Park Center Dr fl 14, Costa Mesa, CA 92626	31098xxxx2	car***@l***************.com	5	3
Pacific Specialty Investment Group	4100 Campus Dr, Newport Beach, CA 92660	94937xxxx0	agu**********@g**.com
Hammett, Michael Robert	888 San Clemente Dr, Newport Beach, CA 92660	94971xxxx2	abc*@u.com
RLH Equity Partners	18300 Von Karman Ave, Irvine, CA 92612	94942xxxx0	aad*@r******.com
Michael Pepper-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx6	acc********@m**********.com
Branch Investment Group	20341 SW Birch St, Newport Beach, CA 92660	94975xxxx2
Quad Investment Group Inc	2901 W Coast Hwy, Newport Beach, CA 92663	94925xxxx2	inf@s*****.com							241		247
Correa & Associates - Ameriprise Financial Services	101 Main St Ste 380, Huntington Beach, CA 92648	71437xxxx0	ant*******************@a*.com
Signature Bail Bonds	1042 W Santa Ana Blvd, Santa Ana, CA 92703	71424xxxx5
Wedbush Securities Inc	500 Newport Center Dr, Newport Beach, CA 92660	21368xxxx0	a.c@w****.com							4507	289	4500
Laguna Pacific Wealth Management Group - Morgan Stanley	1901 Main St #700, Irvine, CA 92614	94995xxxx6	acc********@m**********.com
Sheridan Capital Advisory	17870 Sky Park Cir, Irvine, CA 92614	94959xxxx0	abr***@s********.com
TCI Corp	Serving theCosta Mesa Area	94949xxxx5
Drake-Kerrison, Gianna	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx6	abc*****@u.com
Ark Penny Tax Services	3333 Michelson Dr Ste 300 Irvine, CA 92612	90834xxxx2				4.4	27
Markwood Capital Alliance Inc	6 Hutton Centre Dr, Santa Ana, CA 92707	71454xxxx0	cha@m*************.com
J Y & J A Investment	15435 Jeffrey Rd, Irvine, CA 92618	94955xxxx0
Netsyntropy	27 Chicory Way, Irvine, CA 92612	94956xxxx2
Farmers Insurance - Theresa Simes	17165 Newhope St Ste F Fountain Valley, CA 92708	71496xxxx0	abc*****@f****.com	5	67	4.9	40	5	46	351	135	379
Langston, Corey	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx6	acc********@m**********.com
Riverland Investments	10101 Slater Ave, Fountain Valley, CA 92708	71496xxxx3
RCP Advisors	620 Newport Center Dr, Newport Beach, CA 92660	94921xxxx0	a.j*******@e********.com
Menlo Equities	Serving theCosta Mesa Area	94975xxxx1	a**@m**********.com
Edward Jones - Financial Advisor: Stephanie Bartels	2540 Main St, Irvine, CA 92614	94986xxxx6	a.j*******@e********.com							87358		99000
NJ Investment	1438 Ritchey St, Santa Ana, CA 92705	71450xxxx2
Miramontes Capital	4701 Teller Ave Newport Beach, CA 92660	80046xxxx5	ang********@m**************.com	5	25	4.3	23			1920	6	1900
Stifel \| Ron Witter	520 Newport Center Dr Ste 1500 Newport Beach, CA 92660	94925xxxx9
Newport Harbor Wealth Management	18012 Cowan, Irvine, CA 92614	94948xxxx4	cgy*****@w****************.com
Accredited Investment Management	2030 Main St Ste 1300, Irvine, CA 92614	94967xxxx5	abh*********@k*.com
Theresa Allen	3991 Macarthur Blvd, Newport Beach, CA 92660	94925xxxx5	acc**********@f**********.com
Iwamoto Kong & Company	19200 Von Karman Ave Irvine, CA 92612	94925xxxx8								283	36	305
Metlife	5 Park Plz Ste 1900, Irvine, CA 92614	94922xxxx0	abc*@m****.com							696170	4074
Cali Beauty Supply Investment	16300 Sandalwood St, Fountain Valley, CA 92708	71489xxxx0
Wells Fargo Advisors Financial Network	15 Corporate Plaza Dr Ste 210, Newport Beach, CA 92660	94920xxxx0
Mizrahi Investments	450 Newport Center Dr, Newport Beach, CA 92660	94928xxxx6
Granite Strategic Investments	2 Park Plz Ste 800 Irvine, CA 92614	94947xxxx0
Cacciamatta, Victoria	1901 Main St, Irvine, CA 92614	94995xxxx1	acc********@m**********.com
Financial Partners Credit Union	16348 Beach Blvd Westminster, CA 92683	88865xxxx2	ada**@f*.org	3.7	17	3.1	19
Edward Jones - Costa Mesa Financial Advisor - David Hatch	2000 Harbor Blvd Ste A114 Costa Mesa, CA 92627	94963xxxx1	a.j*******@e********.com
Elkoll Investment Co.,Inc	1120 Bristol St, Costa Mesa, CA 92626	71442xxxx8
Avalon Capital	305 E Bay Ave, Newport Beach, CA 92661	94967xxxx5
Newport Sales and Investments LLC	Newport Beach, CA 92663	94997xxxx7
Reckinger, Robert A	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx9	acc********@m**********.com
Lenders Access	1525 Mesa Verde Dr E, Costa Mesa, CA 92626	88832xxxx7	acc*****@l**********.com	5	2
Jynormus LLC	19800 MacArthur Blvd.,ste 300, Irvine, CA 92612	94943xxxx2
Wealth Management Solutions	4000 Macarthur Blvd, Newport Beach, CA 92660	94947xxxx0	inf@w*****.com							58	4	62
Bharmal and Associates	2082 Business Center Dr Ste 190 Irvine, CA 92612	71489xxxx6	ale****@b********.com			4.8	149
Douglas Investments Co	4642 Kimberwick Cir, Irvine, CA 92604	94955xxxx1
Fairview Medical	1002 N Fairview St, Santa Ana, CA 92703	71448xxxx8
Prudential Financial	14200 Culver Dr, Irvine, CA 92604	94955xxxx1	abc*****@p*******.com
Pinnacle Financial Resources, Inc.	2900 Bristol St #107, Costa Mesa, CA 92626	71426xxxx2	cmu*@c*****.com
Prime Tax Solutions	18672 Florida St Ste 202B Huntington Beach, CA 92648	71478xxxx2	ail@p**************.us			5	14
SWAN Wealth Management Group	610 Newport Center Dr Suite 900, Newport Beach, CA 92660	94972xxxx4	wms********@r.com	3.02						12379		14000
Silversage Advisors	19200 Von Karman Ave Ste 500, Irvine, CA 92612	94922xxxx5	dsa*@s***************.com
Ameriprise Financial	101 Main St Ste 220, Huntington Beach, CA 92648	71453xxxx4	ame****************@a*.com							132834
C A Investments & Loan	1161 Orlando St, Tustin, CA 92780	71474xxxx1
Collins Bay Island Securities	1111 Bayside Dr, Corona Del Mar, CA 92625	94964xxxx1	bud@c*******.com
CFI Inc	30 Corporate Park, Irvine, CA 92606	94929xxxx0	anh@c*********************.com
Arens, Frank A	7755 Center Ave, Huntington Beach, CA 92647	71420xxxx6	a.j*******@e********.com							86710		98000
Back Bay Investment Group	3857 Birch St Ste 195, Newport Beach, CA 92660	91949xxxx6
Rockwater Financial Services	2010 Main St Ste 130, Irvine, CA 92614	94925xxxx0
Ameriprise Financial	4199 Campus Dr Ste 550, Irvine, CA 92612	94997xxxx0	dns***@a*.com
Irvine Bookkeeping	2372 Morse Ave Ste 9 Irvine, CA 92614	94954xxxx0	c18***************************@s***.wixpress			5	45
Insite Investment Realty	4001 Macarthur Blvd Ste 103, Newport Beach, CA 92660	94967xxxx0
Shirk, Jason	2020 Main St, Irvine, CA 92614	94966xxxx8	dns***@a*.com
Eagle Tax Res - California	100 W Main St Ste 7 Tustin, CA 92780	94941xxxx5	eag**********@d***************.com			4.7	84
Newport Wealth Advisors	4695 MacArthur Ct Fl 11 Newport Beach, CA 92660	87769xxxx7	a@n********************.com			4.2	5
Margolis Enterprises	567 San Nicolas Dr Ste 360, Newport Beach, CA 92660	94971xxxx0	aad********@c******.com							400216		406000
Wells Fargo Advisors	520 Newport Center Dr Ste 1700, Newport Beach, CA 92660	94964xxxx0	aar**********@w***************.com
Boutique Investments	108 Onyx Ave, Newport Beach, CA 92662	94947xxxx1
Wedbush Securities	1600 Newport Center Dr Ste 100, Newport Beach, CA 92660	94971xxxx0	a.c@w****.com							4508	289	4500
Q A Investments	14291 Euclid St, Garden Grove, CA 92843	71426xxxx0
Villasenor, Nicholas	888 San Clemente Dr, Newport Beach, CA 92660	94946xxxx8	abc*@u.com
BNG Wealth Advisors	16755 Von Karman Ave Suite 200C, Irvine, CA 92606	94939xxxx1	bal*****@l.com	5	4					213		214
Torres, Donald E	2600 Michelson Dr, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Zeiger Capital Management Inc	2192 Martin, Irvine, CA 92612	94975xxxx9
Thomas Kreidt - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Shaw, Robert	1901 Main St, Irvine, CA 92614	94980xxxx9	acc********@m**********.com
Lexan Investment Co	10451 Bolsa Ave, Westminster, CA 92683	71441xxxx8
Global Wealth Management	18111 Von Karman Ave Ste 424, Irvine, CA 92612	94943xxxx8	gwm*****@c***********.com
O C Trade Investment	17401 Beach Blvd, Huntington Beach, CA 92647	71459xxxx1
Balteanu, Andrea, AGT	2600 Michelson Dr, Irvine, CA 92612	94925xxxx0	ame****************@a*.com
Forrest Binkley & Brown	2721 E Coast Hwy, Corona Del Mar, CA 92625	71439xxxx8
The McEwan Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0	acc********@m**********.com
Ronjon Investments	20902 Brookhurst St, Huntington Beach, CA 92646	71496xxxx6
Reo World Inc	19 Corporate Plaza Dr, Newport Beach, CA 92660	94947xxxx0
B Riley & Company Inc	4675 Macarthur Ct, Newport Beach, CA 92660	94985xxxx1	ali**@b*****.com
Principal Financial Group	18101 Von Karman Ave, Irvine, CA 92612	94947xxxx0	a.s**@p******.com							68212	230	70000
World Financial Group Inc	9741 Bolsa Ave, Westminster, CA 92683	71453xxxx3	con**************@t*********.com							82300	2050	86000
Corellia Finance & Tax	511 E 1st St Ste H Tustin, CA 92780	94922xxxx1	inf@c*********.com			4.9	35
PacificView Wealth Management	19200 Von Karman Ave #400, Irvine, CA 92612	94962xxxx4	ala@p**********.com	5	1
Executive Capital	4695 Macarthur Ct, Newport Beach, CA 92660	94938xxxx4	inf@b*********.com							9455	7	9700
Pacific Wealth Management - Ubs Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, Ca 92660	94946xxxx2
RailWorks Corporation	5405 Alton Pkwy, Irvine, CA 92604	95246xxxx7	aan*@r******.com
ESY Tax Group	440 W First St Ste 206 Tustin, CA 92780	71490xxxx7	c18***************************@s***.wixpress			5	82
Edward Jones - Financial Advisor : Jessie E Norton	485 E 17th St Ste 100 Costa Mesa, CA 92627	94972xxxx4	a.j*******@e********.com
Financial Advisors Network	1432 Edinger Ave Ste 200, Tustin, CA 92780	71459xxxx0	doe***@f*********************.net							178	6	213
Klein Financial Advisors	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94947xxxx0	geo*@g*****.com									225
Liolios Group Inc	20371 Irvine Ave Ste 100, Newport Beach, CA 92660	94957xxxx0
The Woo Group-Morgan Stanley	1901 Main St, Irvine, CA 92614	94995xxxx8	acc********@m**********.com
Guss Investment Group	419 Main St, Huntington Beach, CA 92648	71471xxxx8	bob@g*************.com									50
Olson Management	4000 Westerly Pl, Newport Beach, CA 92660	94947xxxx1	aad******@s**************.com
Acorns Grow Inc	5300 California Ave Bldg 1, Irvine, CA 92617	85573xxxx9	cop****@a***.com
JMJ Brokerage	1714 E Mcfadden Ave, Santa Ana, CA 92705	71488xxxx9
Clearview IP	20341 SW Birch St, Newport Beach, CA 92660	94987xxxx9	jan@c*****.com
Richland Communities	3161 Michelson Dr, Irvine, CA 92612	94926xxxx0	bco**@r****************.com
Edward Jones - Financial Advisor: James W Warner	2010 Main St Ste 310 Irvine, CA 92614	94975xxxx8	a.j*******@e********.com
Independent Capital Management - An Orange County Financial Advisor	695 Town Center Dr # 530, Costa Mesa, CA 92626	94945xxxx0	a.a@i***********.com							13516		13000
Pence Wealth Management	5000 Birch St Ste 8000 Newport Beach, CA 92660	80073xxxx3	aay**********@p********.com			2	1			1233	37	1300
Aboubakare, Nasar	17011 Beach Blvd, Huntington Beach, CA 92647	71436xxxx8	acc********@e********.com
Evans, Chad L	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx9	acc********@m**********.com
BCC Capital Partners	4685 Macarthur Ct, Newport Beach, CA 92660	80053xxxx7
Clarity Capital Partners	5000 Birch St Ste 100, Newport Beach, CA 92660	80080xxxx6	bba*@c**************.com
Sagent Capital	4675 Macarthur Ct, Newport Beach, CA 92660	94975xxxx7	cha**********@s*****.com
J Cal Investments	2699 White Rd, Irvine, CA 92614	94970xxxx6
Ambit	4630 Campus Dr, Newport Beach, CA 92660	86638xxxx1
Michael J Russo	2600 Michelson Dr, Irvine, CA 92612	94937xxxx0	dns***@a*.com							223		224
Honari, Pedram	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	ale********@m.com
SPJ Investments	6781 Quail Hill Pkwy, Irvine, CA 92603	94941xxxx9
Sun Group Wealth Partners	17500 Red Hill Ave STE 140, Irvine, CA 92614	94962xxxx0	ang*@s*******.com	5	6							1800
Buckingham Strategic Wealth	3 Park Plz Ste 420 Irvine, CA 92614	87769xxxx2	ada*@b**************.com							553	6	650
Sutro & Company	310 Newport Center Dr, Newport Beach, CA 92660	94972xxxx1
Lavit Services	6180 Riverside Dr, Chino, CA 91710	90959xxxx9		5	12	4.9	157
MetLife	1301 Dove St Ste 200, Newport Beach, CA 92660	94986xxxx1	a@m******.com
Ameriprise Financial Services Inc	2 Park Plz, Irvine, CA 92614	94925xxxx0	dns***@a*.com
WestPac® Wealth Partners (Orange County)	949 S Coast Dr Suite 220, Costa Mesa, CA 92626	94927xxxx0	aar*********@w**********.com							54310	37	104000
Bordwell Accts & Advs LLP	18881 Von Karman Ave Ste 340 Irvine, CA 92612	71466xxxx1	eri@b**********.com			5	1
Rod & Staff Investments	17406 Oak St, Fountain Valley, CA 92708	71484xxxx5
James Hendries - Lpl Financial	7777 Center Ave Ste 120 Huntington Beach, CA 92647	71479xxxx4	jam*********@l.com	4.4	7	3.7	3			157
BBVA Compass	2050 Main St Ste 650, Irvine, CA 92614	94973xxxx0
Coleman, Neal	800 Newport Center Dr, Newport Beach, CA 92660	94976xxxx3	acc********@m**********.com
Pinecreek Investment Co	5000 Birch St, Newport Beach, CA 92660	94947xxxx0	aac****@p*************.net
Ranakaran Investment	9480 Talbert Ave, Fountain Valley, CA 92708	71437xxxx8
James Barr - Raymond James	17220 Newhope St STE 216, Fountain Valley, CA 92708	71470xxxx5	aar**********@r*********.com							17483		18000
McCarthy Wealth Management	3300 Irvine Ave # 310, Newport Beach, CA 92660	71424xxxx1	inf@m*********.com							278		295
Edward Jones	7755 Center Ave, Huntington Beach, CA 92647	71490xxxx6	a.j*******@e********.com							85136
The Bullock Group-Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx5	acc********@m**********.com
Regents Capital Corporation	3200 Bristol St UNIT 400, Costa Mesa, CA 92626	88890xxxx7	ale@r***********.com	2.5	28			4.3	15	247	30	248
Hobert Wealth Management	23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660	80074xxxx8	hob***@h*******************.com			5	1
Coatal Capital Funding Inc	1300 Bristol St N, Newport Beach, CA 92660	94966xxxx0	a@a**************.com					5	216	608		623
Newport Center Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94971xxxx7	abc*****@u.com
Peterson, Rex B	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4	acc********@m**********.com
The Investment & Money Management Group	2522 Chambers Rd, Tustin, CA 92780	71457xxxx8	aad******@s**************.com
Granite Investment Group	2 Park Plz Ste 800, Irvine, CA 92614	94947xxxx0	abo***@g**************.com	5	1
Primior Management	620 Newport Beach Dr Ste 1100 Newport Beach, CA 92660	94952xxxx7	adv***@p****.com			5	1			982		1000
J Patrick Murphy Private Wealth Management	333 Bayside Dr Newport Beach, CA 92660	94964xxxx0
Hitzler, Gary, AGT	2 Park Plz, Irvine, CA 92614	94997xxxx5	ame****************@a*.com							132834
Edward Jones - Financial Advisor: Zachary T Alario	250 Newport Center Dr Ste 206 Newport Beach, CA 92660	94964xxxx0	acc********@e********.com									143
Orange County Associates	250 N Golden Circle Dr, Santa Ana, CA 92705	71497xxxx3	d.s***@o*******************.com
20 20 Financial Advisers	575 Anton Blvd Ste 150, Costa Mesa, CA 92626	71443xxxx9	ast*****@2***.com
Financial Advisors U.S. Bancorp Investments	4100 Newport Place Dr, Newport Beach, CA 92660	94986xxxx1	aar**********@u***.com							345471	5393	348000
Emme's Asset Management Co	3161 Michelson Dr, Irvine, CA 92612	94985xxxx0	mem@e***.com