Business List: Investment Management Firms in San Jose, CA, United States

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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
Gulati Financial & Insurance Services	2350 Mission College Blvd Ste 1160 Santa Clara, CA 95054	40898xxxx0	ani@g*************.com			5	1
Cal-Western	1270 S Winchester Blvd #127, San Jose, CA 95128	40855xxxx8	and**@c*******.com	4.2	124
Menlo Asset Management	1010 El Camino Real Ste 370 Menlo Park, CA 94025	65032xxxx8	cla**@m*******.com		2	5	1
True Arrow Capital Management	4320 Stevens Creek Blvd, San Jose, CA 95129	40856xxxx8
First American Exchange Company	333 W Santa Clara St Ste 622 San Jose, CA 95113	80083xxxx3	aal*@f****.com			5	6			1251	4
Wealth Design	1999 S Bascom Ave, Campbell, CA 95008	40855xxxx0
Akkish	San Jose, CA 95138	41583xxxx4	a18***************************@s***.wixpress
2022 Metropolis Equity Holdings, LLC	333 W San Carlos St, San Jose, CA 95110	32340xxxx7	cmi****@m**************.com							159		170
J Bradley Financial	59 N Santa Cruz Ave, Los Gatos, CA 95030	40839xxxx0	con**@n****.com
Redwitz Wealth Management Group	910 E Hamilton Ave Ste 550, Campbell, CA 95008	40837xxxx0	amb@w*****.com							5551	148
Mia’s Fiduciary Services	1271 Washington Ave, Ste 908, San Leandro, CA 94577	51082xxxx1	bus***@m*****.net
Yan Song CPA	Santa Clara, CA 95051	66980xxxx0	sup**@s*******.com			5	9			52235
Cefcu	44047 Osgood Rd Ste 230, Fremont, CA 94539	51065xxxx1	aal************@c**.com
Deloitte	225 W Santa Clara St Ste 600, San Jose, CA 95113	40870xxxx0	ada*****@w*.deloitte	2.4	37					564755		15
Net Penny Stocks	Serving theSan Jose Area	40822xxxx0	sam**********@g**.com
Farallon Capital Management	2570 N 1st St, San Jose, CA 95131	40843xxxx7	arg**@f***************.com
Cefcu	2980 E Capitol Expy Ste 90, San Jose, CA 95148	40854xxxx0	aal************@c**.com
The Auyeung Wealth Management Group-Morgan Stanley	20400 Silicon Valley Ctr, Cupertino, CA 95014	40886xxxx8	acc********@m**********.com
Fireside Tax & Financial Planning	1975 Hamilton Ave San Jose, CA 95125	40837xxxx1	mik@f**************.com
Wealth By Design	14500 Big Basin Way, Saratoga, CA 95070	40874xxxx1	bar**@w*****************.com
Raymond James Financial Services	1901 S Bascom Ave Ste 1050, Campbell, CA 95008	40837xxxx4	aar**********@r*********.com							17485		18000			5	1
Tera Properties	2092 Concourse Dr STE 95, San Jose, CA 95131	40845xxxx9
Evan Vuckovic	Serving theSan Jose Area	40889xxxx4	con**@e*********.com
Sophey Tiet - Prudential Financial	1731 Technology Dr #600, San Jose, CA 95110	40875xxxx1	aar*****************@p*******.com
Opes Advisors Inc	167 S San Antonio Rd, Los Altos, CA 94022	65043xxxx0	a.j***@o*********.com
Raymond James Financial Services	99 Almaden Blvd Ste 730, San Jose, CA 95113	40894xxxx1	con**@h*******.com
W-star investments, Inc	2130 Ringwood Ave, San Jose, CA 95131	40882xxxx8
Investment Diversification	250 Keyes St, San Jose, CA 95112	40828xxxx0
One Stop Financial Services	20045 Stevens Creek Blvd Ste 2G Cupertino, CA 95014	40887xxxx1				3.9	7
Southgate Partners	467 1st St, Los Altos, CA 94022	65094xxxx3	abc*@i******.com
Borelli Investment Company	2051 Junction Ave STE 100, San Jose, CA 95131	40845xxxx0	abi**@b****.com	3.3	7
Essence Wealth & Insurance Services	4677 Old Ironsides Dr Ste 350 Santa Clara, CA 95054	65074xxxx1	joh@e***********.com			5	48
Joe Guttadauro - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx9	dns***@a*.com
Borelli Investment Co	2051 Junction Ave Ste 100, San Jose, CA 95131	40845xxxx0	abi**@b****.com	3.3	7
Matthew Daugavietis - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx4	dns***@a*.com			5	1
World Financial Group	Fremont, CA 94536	92592xxxx0	dns****@a*****.com			3	2
Wellspring Consulting	2635 N 1st St Ste 201 San Jose, CA 95134	40843xxxx8	ape@w*********.com			5	1
Silicon Valley Financial Group	950 S Bascom Ave #2112, San Jose, CA 95128	40828xxxx0	bec@s*.com	5	2
BlueSky Wealth Advisors	1735 N 1st St Ste 295 San Jose, CA 95054	40865xxxx0	ali**@b******.com
Kelly C Lee - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Wade Financial Advisory Inc	2105 S Bascom Ave Ste 110, Campbell, CA 95008	40836xxxx9	ann**@w***.com							9	4	13
Davis Partners	2890 Zanker Rd Suite 100, San Jose, CA 95134	40895xxxx4	chr@d**********.com
David Lucas - Raymond James	150 S Almaden Blvd Suite # 1375, San Jose, CA 95113	40827xxxx4	aar**********@r*********.com							17485		18000
Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	wms********@r.com							14763		16000
Saratoga Research & Investment Management	14417 Big Basin Way Ste E Saratoga, CA 95070	40874xxxx0	ada@s*********.com			5	2
Provident Real Estate Services	1035 Minnesota Ave, San Jose, CA 95125	40899xxxx0	ase******@p*************.com	4.2	18					970	245	981
Mistry Investment Co Inc	485 N Whisman Rd Ste 300, Mountain View, CA 94043	65096xxxx2
TNL Car Title Loans	251 Oconnor Dr Ste 1, San Jose, CA 95128	40866xxxx1	3ce***********************************@w***************.com
Apollo Labs	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx6
The Skyline Wealth Management Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx2		3	2
C III Asset Management	1300 Memorex Dr, Santa Clara, CA 95050	40856xxxx3
WisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx3	dns***@a*.com							169		167
Pantheon Wealth Planning	1798 Technology Dr Suite 200, San Jose, CA 95110	40840xxxx2	inf@p********.com							90		89
Albert Hsia - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	alb********@a*.com
BayOne Real Estate Investment Corporation	1754 Technology Dr Ste 108, San Jose, CA 95110	40888xxxx0
Kyung Minn Services	193 Jackson St San Jose, CA 95112	40828xxxx7		4.4	725
RBC Wealth Management Branch - San Jose	99 Almaden Blvd Ste 300, San Jose, CA 95113	40829xxxx2		5	2
Kane Investment Management, Inc	15466 Los Gatos Blvd Ste 213, Los Gatos, CA 95032	40835xxxx3	amy*****@k***********.com
Concert Global Group LTD	1871 The Alameda Ste 350, San Jose, CA 95126	40899xxxx5	dom**@a*********.com							2986	27	3500
Clidro Private Wealth Management	50 University Ave, Los Gatos, CA 95030	40834xxxx0
Morgan Stanley	650 Castro St, Mountain View, CA 94041	65096xxxx9	acm*********@m**********.com
MassMutual Pacific	225 W Santa Clara St Ste 1450 San Jose, CA 95113	40835xxxx3	aah***@m*******.com			2.7	6
Morgan Stanley Wealth Management	333 W San Carlos St Ste 1100, San Jose, CA 95110	40828xxxx0	aar*********@m*********************.com
Maria D Boisvert - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx1	mar*********@r.com
Regent Wealth Management	1500 E Hamilton Ave Ste 201 Campbell, CA 95008	87745xxxx7	ann@r*******.com			5	1
West Coast Investment Properties	2055 Grant Rd, Los Altos, CA 94024	65025xxxx0
Armstrong Retirement Planning	11669 Olive Spring Ct, Cupertino, CA 95014	40825xxxx7	bob@a****************.com
Wells Fargo Advisors FiNet	20 S Santa Cruz Ave, Los Gatos, CA 95030	40829xxxx0
Lun Mai - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx6	dns***@a*.com
Klm Capital Management.	10 Almaden Blvd San Jose, CA 95113	40897xxxx8	alf***@k*******.com
Best Investment Co.	1816 Tully Rd, San Jose, CA 95122	40853xxxx1
Paretone Capital	97 E Brokaw Rd, San Jose, CA 95112	40867xxxx6		2	4
408 Group - Morgan Stanley Private Wealth Advisors	225 W Santa Clara St Suite 900, San Jose, CA 95113	65023xxxx4	acm*********@m**********.com
Richard Simpson - Financial Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
WisdomSource Wealth Advisory Group - Ameriprise Financial	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx5	dns***@a*.com							169		167
Diversifi Capital	4546 El Camino Real B10 Ste1013 Los Altos, CA 94022	65063xxxx7	ala@c*********.com			5	33
Chi Kim - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx9	chi****@a*.com
Adams Financial Inc.	4020 Moorpark Ave Ste 101, San Jose, CA 95117	40882xxxx6
McDonald Wealth Management	51 E Campbell Ave, Campbell, CA 95008	40842xxxx8
Ken Prodger CFP®,ChFC®,ChSNC®, AIF®	4633 Old Ironsides Dr Ste 436 Santa Clara, CA 95054	40863xxxx2		5	2	5	1
Joanne Cirocco - Ameriprise Financial Advisor	50 W San Fernando St Ste 900 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Cirocco, Fels & Styczynski - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Fan Asset Management	4300 Stevens Creek Blvd, San Jose, CA 95129	40874xxxx2
Transitions Wealth Advisors	1100 Lincoln Ave, San Jose, CA 95125	40835xxxx2	joh@t***********************.com
Pruneyard Financial Group Inc	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx4
Pacific Advisors	910 E Hamilton Ave Ste 350, Campbell, CA 95008	40839xxxx0	cam***********@g*********.com
Linqto	101 Metro Dr #335, San Jose, CA 95110		ada@l****.com	3.7	6					15387		15000
J.R. Financial & Insurance Services	2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050	40864xxxx2	and*@j**.com			4.8	28
Klee Real Estate & Property Management	28 N First St Suite 702, San Jose, CA 95113	40826xxxx6		1	5
Eric Stryker - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx4	dns***@a*.com
Harvest Management Partners	1290 Oakmead Pkwy, Sunnyvale, CA 94085	40824xxxx0	ala*@h******.com							147		144
Asiana Global Investment	2114 Senter Rd Ste 12 San Jose, CA 95112	40836xxxx1				5	2
Alastor Capital Management	4040 Moorpark Ave, San Jose, CA 95117	40855xxxx0
McDonald Wealth Mgmt	1500 E Hamilton Ave, Campbell, CA 95008	40842xxxx8	ale***@r****.com					5	5	111	2	112
Sterling Bank & Trust	10191 S De Anza Blvd Cupertino, CA 95014	40834xxxx0	abc*@s*********.com							308
Rich Bologna - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx2	dns***@a*.com
One Stop Financial Services	Cupertino, CA 95014	40887xxxx1
Blair Hansen & Company.	1550 The Alameda Ste 300 San Jose, CA 95126	40828xxxx0	bla*******@k*********.com
The Alameda Financial Group	1541 The Alameda, San Jose, CA 95126	40821xxxx0	all@a*******************.com
H&K Financial	801 S Winchester Blvd San Jose, CA 95109	40855xxxx2
Davis Partners	2107 N First St #650, San Jose, CA 95112	40844xxxx4	bet*****@d**********.com
John M Plaza Investment Advisor	835 Blossom Hill Rd Ste 220 San Jose, CA 95123	40844xxxx0	inf@f*********.com			5	3			83		114
Davis Financial Management	1042 W Hedding St, San Jose, CA 95126	40834xxxx0	ali@d****.com
Calstar Re Investment & Management Co	5885 Santa Teresa Blvd, San Jose, CA 95123	40880xxxx3
Sackett Brooks C CFP CIMA Chief Capital Management Inc.	1581 Camino Monde, San Jose, CA 95125	40897xxxx3	bro*@c*********.com
Sierra Pacific Wealth Management	11121 Chula Vista Ave, San Jose, CA 95127	40821xxxx7	ben*****@s************.com
Prudential Financial Technology Development Center	1731 Technology Dr #600, San Jose, CA 95110	40875xxxx6	aar*****************@p*******.com
Cypress Private Wealth	3031 Tisch Way 110 Plz W San Jose, CA 95128	40872xxxx1	inf@c*******.com
Pan Cal Investment Co Inc	4125 Blackford Ave, San Jose, CA 95117	40824xxxx0	cxx*****@p***.com
King Wealth Advisors	1900 S Norfolk Ste 350 San Mateo, CA 94403	65043xxxx8	jsm*@k***************.com			5	3
West Valley Peninsula Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx4	wms********@r.com							12824
Annie Szu Real Estate	19400 Stevens Creek Blvd Ste 102, Cupertino, CA 95014	40898xxxx9
Online Trading Academy	1798 Technology Dr Ste 152 San Jose, CA 95110	40853xxxx0	a.g**@t***********.com			3	73
Klein Financial Group	15 Montebello Way, Los Gatos, CA 95030	40839xxxx0
Ameriprise Financial Advisors	50 W San Fernando St Ste 900 San Jose, CA 95113	40891xxxx6
Todd Ferreira - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx0	amb**************@a*.com							63	4	62
Think Different Financial Planning	101 Jefferson Dr Menlo Park, CA 94025	65038xxxx3	fir@t*************.com			5	14
BetterWealth	1475 Saratoga Ave #200, San Jose, CA 95129	40865xxxx0	and*@b*********.us	5	1
Saratoga Research & Investment Management	14471 Big Basin Way, Saratoga, CA 95070	40874xxxx0	ada@s*********.com
ePlanet Capital US Advisors, Inc.	99 S Almaden Blvd #600, San Jose, CA 95113	40823xxxx0	aat***@e***********.com
Marwood Assets Management	333 W Santa Clara St, San Jose, CA 95113	40821xxxx3	d-j*@m***********.com
David McCaman - Gateway Financial Advisors	2570 North First St Ste 200 San Jose, CA 95131	40820xxxx1	blo****@g***********.com			5	1
Evans Wealth Management Group - Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com
Nick Hunt - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx3	dns***@a*.com			5	3
Galindo, Jim	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
Goldenbrick Investment Inc	3414 Pinnacle Dr, San Jose, CA 95132	40868xxxx6
Harris Private Wealth	1735 N First St #301, San Jose, CA 95112	40854xxxx0	cha**@h****************.com	5	1
Pruneyard Financial Group Inc	51 E Campbell Ave #140, Campbell, CA 95008	40837xxxx4	hel@r********.com
Charles Schwab	12 Ranch Dr Milpitas, CA 95035	40846xxxx0	fra*********@s***.com			2.1	10
Pacific Precious Metals	2778 Middlefield Rd Palo Alto, CA 94306	40871xxxx6	chr****@p******************.com	4.7	33	4.7	50					2400
Maple Leaf Investments	1155 Redmond Ave, San Jose, CA 95120	40826xxxx3	c.e***@m*********.com
Cal West Property Management	5671 Santa Teresa Blvd STE 102, San Jose, CA 95123	40899xxxx0	ada@c**********.com	4.4	203			4.8	17	216		218
Lesley Lemessurier - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
Broadview Wealth Advisors - Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx7	bro******************@a*.com
Jing Chien - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com
Sequoia Wealth Advisors & Investment Management, Inc.	99 Almaden Blvd Ste 925, San Jose, CA 95113	40827xxxx0	nn@s********.com							258	4	270
Cefcu	670 Lincoln Ave, San Jose, CA 95126	40895xxxx0	aal************@c**.com	4.3	26
Canid Asset Management	330 2nd St, Los Altos, CA 94022	65094xxxx3
Coeus Financial	1901 S Bascom Ave Ste 1150, Campbell, CA 95008	40842xxxx4	bpl***@c***********.com									178
Jerw	San Jose, CA 95125	40822xxxx2
Thrive Wealth Solutions LLC	1798 Technology Dr STE 178, San Jose, CA 95110	40828xxxx8	inf@t************.com	5	1
Kane Investment Management, Inc.	15466 Los Gatos Blvd #213, Los Gatos, CA 95032	40835xxxx3	amy*****@k***********.com	5	1
Beck Investment Management	Serving theSan Jose Area	65032xxxx0
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	amy***@a*.com
Charles Schwab	19620 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40844xxxx0	app*****************@s***.com			2.5	12
Sirivanh Harris	1999 S Bascom Ave Ste 400 Campbell, CA 95008	40896xxxx5				5	1
Merrill Lynch	5300 Stevens Creek Blvd Ste 120 San Jose, CA 95129	40855xxxx0	aas**********@m.com			1	1
Legacy Captial Group	459 Monterey Ave, Los Gatos, CA 95030	40839xxxx0	ama*@l**.com
Harvest Management Partners	3001 Winchester Blvd, Campbell, CA 95008	40877xxxx5	ala*@h******.com
Leeward Financial & Insurance Services	1046 W Taylor St Ste 205 San Jose, CA 95126	40827xxxx7	kev*@l*************.com
Sorensen, Kris	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
BCR CONSULTING GROUP	372 Turquoise St, Milpitas, CA 95035	40875xxxx8
INVESTALENT,LLC	210 Calderon Ave Apt 125, Mountain View, CA 94041	65081xxxx4
Edward Jones - Financial Advisor: Mandy Andrei	1045 W El Camino Real Ste C, Mountain View, CA 94040	65032xxxx6	a.j*******@e********.com									216
TRinvestment	2780 Aiello Dr San Jose, CA 95111	40887xxxx0
Clark Morgan - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
IPX1031 Exchange	1735 Technology Dr Ste 830 San Jose, CA 95110	41529xxxx1	ann******@i****.com			2	1					1300
Raisch Investment Group	1680 Almaden Expy, San Jose, CA 95125	40829xxxx1
Morgan Stanley	20400 Stevens Creek Blvd Ste 350 Cupertino, CA 95014	40886xxxx0	aal*****@m**********.com			3	2
AlphaX RE Capital	97 Boston Ave, San Jose, CA 95128	81881xxxx8	exa**@m***.com	5	2
Horizon Ventures	4 Main St, Los Altos, CA 94022	65091xxxx0	ash@h********.com
Lisa Vandersteen - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
SDL Capital LP	1 1st St, Los Altos, CA 94022	65055xxxx5	fki***@s********.com
Joanne Cirocco - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Evans Wealth Management Group - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com
Papadoyannis & Associates - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	ani*******@a*.com							397		416
Fenox Venture Capital	1641 N First St Ste 110 San Jose, CA 95112	40864xxxx2
Mac’s Coins & Collectables	1049 E El Camino Real Ste 3 Sunnyvale, CA 94087	40873xxxx5	mac****@g**.com			3.5	28
Fidelity Investments	251 University Ave Palo Alto, CA 94309	65032xxxx1	a61**@f*****.com			2	38			329005		352000
Principal - Closed	2099 Gateway Pl Ste 100, San Jose, CA 95110	40853xxxx0	a.m@p******.com
Dines Paul investmt rep	69 Washington St Santa Clara, CA 95050	40898xxxx1
Silicon Valley Capital Management	335 Main St, Los Altos, CA 94022	41586xxxx0
Raymond James & Associates	1901 S Bascom Ave Ste 1550, Campbell, CA 95008	40837xxxx0											5	1
Cerna Group of Marcus & Millichap	84 W Santa Clara St Ste 501 San Jose, CA 95113	40899xxxx8
Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40888xxxx9	cor*********@a*.com									106
Karen Turner - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx6	dns***@a*.com
Parakletos Adventures	175 Nortech Pkwy, San Jose, CA 95134	40894xxxx0	con**@p*******.com
Citi Personal Wealth Management	395 W El Camino Real, Sunnyvale, CA 94087	40873xxxx5	arc***************@c*.com	2.8	56					151265	2091	11
KLM Capital Management Inc	10 Almaden Blvd, San Jose, CA 95113	40897xxxx8	alf***@k*******.com
McCarthy Asset Management Inc	3 Lagoon Dr, Ste 155, Redwood City, CA 94065	65061xxxx0	ant**@m**********.com
TD Ameritrade	423 E Hamilton Ave, Campbell, CA 95008	40891xxxx0	aam*********@t*********.com							646210	192	658000
Pamela Matthews - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com
J C Investment Consulting	606 N 1st St San Jose, CA 95112	40897xxxx8	jen***@j*********.com
Wade Financial Advisory	2105 S Bascom Ave Ste 110 Campbell, CA 95008	40836xxxx9	ann**@w***.com			5	2			8	4
Edward Jones - Financial Advisor: Jeff Migneault, CFP®\|AAMS™\|CRPC™	901 Campisi Way Ste 248, Campbell, CA 95008	40887xxxx0	a.j*******@e********.com
Chuck S Fels - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Edward Jones	69 Washington St, Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com							87358		99000
Edward Jones - Financial Advisor: Dennis H Laughlin	1165 Lincoln Ave Ste 320 San Jose, CA 95125	40899xxxx5	a.j*******@e********.com							87586		100000
Golden Bay Investments	2847 S White Rd, San Jose, CA 95148	40844xxxx2
Tom Cochran-Bancwest Investment Services Wealth Financial Advisor	3081 Mckee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com							40839	176	41000
Dome Realty & Investment	3418 Cardoza Ct, San Jose, CA 95132	51076xxxx5
Evergreen Wealth Advisory Group, LLC	101 Metro Dr, San Jose, CA 95110	86627xxxx1	joh@e**********.com
Sequoia Wealth Advisors and Invesment Management, Inc.	99 S Almaden Blvd #925, San Jose, CA 95113	40864xxxx0	nn@s********.com	5	2					258	4	270
Highcrest Management Group	4 Main St, Los Altos, CA 94022	65020xxxx0	arc******@h***********.com
Sullivan & Serwitz Investment	779 Altos Oaks Dr, Los Altos, CA 94024	65094xxxx1	inf@s*************.com	3	2
Hendershott Wealth Management	2570 N First St Second Floor San Jose, CA 95131	87756xxxx8	adv***@h**************.com	5	1	4.8	20
Julius Agbonbhase - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx9	acc********@m**********.com
Brad Baron - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3
Tax Deferral Strategies	San Jose, CA 95128	40826xxxx5	car@d******.com					5	7	267		266
Prologis	3353 Gateway Blvd, Fremont, CA 94538	51065xxxx0	aad*@p*****.com	3.5	4
Wealthstone Asset Management Group of Raymond James	5448 Thornwood Dr Suite 102, San Jose, CA 95123	40888xxxx6	aar**********@r*********.com							17482		18000
Wealth Architects	800 W El Camino Real Ste 201, Mountain View, CA 94040	65032xxxx4
Edward Jones - Financial Advisor: Sachin Verma	1165 Lincoln Ave Ste 320, San Jose, CA 95125	40899xxxx5
Merrill Lynch Wealth Management	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx0	3d@l****.ml	5	1
Seattle Investment Consultant	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx8
Jarrett Brady, Financial Consultant	1 Almaden Blvd Fl 10 San Jose, CA 95113	40828xxxx0	hos*****@w*******.com
American Express	9 Great Oaks Blvd, San Jose, CA 95119	40822xxxx8
Morgan Stanley	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx8	acm*********@m**********.com
James Motteler - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx4	dns***@a*.com
Meriwest Wealth Advisors	5615 Chesbro Ave, San Jose, CA 95123	40886xxxx2	ace*****@m*****.com					4.1	95			3700
Yoshihara Financial	161 Jackson St Ste 210 San Jose, CA 95112	40828xxxx0	mic**@y***************.com
Alan Ronald - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx0	dns***@a*.com
Goalpath Financial Planning	5050 El Camino Real Ste 203, Los Altos, CA 94022	65096xxxx7	bra@v*******.com
Morgan / Chapman Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12824
Matthew Castillo	1712 Meridian Ave, San Jose, CA 95125	40866xxxx0		4.3	62
ZNZ Capital Private Ltd	4260 Albany Dr, San Jose, CA 95129	70747xxxx6
Cypress Capital Group	Palo Alto, CA 94301	65042xxxx3	ala*******@c************.com			5	2			177		176
Edward Jones	856 W El Camino Real Mountain View, CA 94040	65096xxxx0	a.j*******@e********.com			5	1			87096		99000
Castaneda, Philip T	99 Almaden Blvd, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Fidelity Investments	851 E Hamilton Ave Campbell, CA 95008	80054xxxx0	a61**@f*****.com			2.8	29			329245		353000
Wyse Securities	10562 S De Anza Blvd Cupertino, CA 95014	40851xxxx0
Pruneyard Financial Group Inc	51 E Campbell Ave, Campbell, CA 95008	40837xxxx4	hel@r********.com
Glass And Associates	12280 Saratoga Sunnyvale Rd, Saratoga, CA 95070	40825xxxx9	adu**@p*************.com					5	5	2084	19	2000
Young And Associates	1999 S Bascom Ave Ste 910, Campbell, CA 95008	40862xxxx0	aal*********@k.com							200595		268000
McKinley Financial Group	3 Twin Dolphin Dr Ste 250 Redwood City, CA 94065	65055xxxx0	cme*@m********.com			5	5
Kao Wealth Management Inc	4320 Stevens Creek Blvd Ste 126, San Jose, CA 95129	40848xxxx0	aar******@l.com							20103	234	21000
Wales Investment Inc	2055 Junction Ave Ste 100, San Jose, CA 95131	40894xxxx6
David Cooper - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dav*********@a*.com									161
Wesley J Miller - Edward Jones	901 Campisi Way Ste 248 Campbell, CA 95008	40887xxxx0	a.j*******@e********.com
Edward Jones - Santa Clara Financial Advisor - Paul A Dines	69 Washington St Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com			5	1			85188
Pwjohnson Wealth Management	1153 Bordeaux Dr, Sunnyvale, CA 94089	40874xxxx2	aus***@p******.com
King Wealth Planning	2105 S Bascom Ave Ste 148 Campbell, CA 95008	40887xxxx9	cha**@k*******.com
Edward Jones - Financial Advisor: Lucy McGuire	14375 Saratoga Ave Ste 105 Saratoga, CA 95070	40886xxxx5	a.j*******@e********.com	5	3	5	1			59		61
GCA Equity Partners	2105 S Bascom Ave Ste 190 Campbell, CA 95008	40836xxxx1
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com
Modern Woodmen	4010 Moorpark Ste 201 San Jose, CA 95117	40831xxxx8	aar********@m***********.org			5	1			33697		33000
Gary Sargenti - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Edward Jones - Financial Advisor: Paul A Dines	69 Washington St Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com			5	1			85188
NF Wealth Management - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	amb**************@a*.com							63	4	62
True North Financial & Insurance Services	1630 Oakland Rd # A210, San Jose, CA 95131	40857xxxx2
271 State Street	170 State St, Los Altos, CA 94022	65094xxxx9	inf@s***************.com
San Judas Tadeo , LLC	6990 Santa Teresa Blvd, San Jose, CA 95119	40859xxxx5	aar********@w*******.com	3.3	24					153083		11
Umpqua Bank	289 S San Antonio Rd, Los Altos, CA 94022	65055xxxx5	aar*******@u*******.com
Umpqua Bank	3150 Almaden Expy Ste 223, San Jose, CA 95118	40896xxxx6	aar*******@u*******.com
Robert Cleland & Todd Armer	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx8	ant*****@a*.com							132680		134000
Morgan Stanley	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx2	acc********@m**********.com
SageView Advisory Group	2570 North First St San Jose, CA 95131	40834xxxx0	ane@s*************.com			5	1
Herminia Ojeda - Ameriprise Financial Services	901 Campisi Way Ste 320 Campbell, CA 95008	40879xxxx5	dns***@a*.com									50
DJM Capital Partners	60 S Market St # 1120, San Jose, CA 95113	40827xxxx6	afu*@d*******.com	5	1
Sears Capital Management Inc	300 3rd St Ste 6, Los Altos, CA 94022	65094xxxx7
David Cooper - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com									162
Sarah Clish - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx8	dns***@a*.com							169		167
College Planning ABC	3031 Tisch Way 110 Plz W San Jose, CA 95128	40891xxxx8	che******@g**.com			4.9	56
Quality Returns	1435 Koll Cir Ste 106 San Jose, CA 95109	40849xxxx7	l.j****@q***********.net			3.3	4			15289		16000
Pacific Edge Inv Mgmt	800 W El Camino Real, Mountain View, CA 94040	65094xxxx5
Arti Investment Properties	2975 Bowers Ave, Santa Clara, CA 95051	40884xxxx1
LPL Financial	525 W Remington Dr Ste 124, Sunnyvale, CA 94087	40873xxxx8	aar******@l.com							20006	208
Johnson Lyman Wealth Advisor	4966 El Camino Real, Los Altos, CA 94022	65049xxxx3	bec*@j*****.com
Phuong Pham - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx8	dns***@a*.com
Grassi Investment Management	2350 Mission College Blvd #190, Santa Clara, CA 95054	65093xxxx0	buz@g*********.com
Tes Asset Management Group	705 Tully Rd, San Jose, CA 95111	40829xxxx2
Christian S Tice	San Jose, CA 95128	40837xxxx0
Saratoga Research & Investment	14471 Big Basin Wy e, Saratoga, CA 95070	40874xxxx0	ada@s*********.com
A Life Well Spent	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx7	joh@a************.net
S P Asset Management	20380 Town Center Ln, Cupertino, CA 95014	40825xxxx1	off*@s**************.net
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx7	arn********@a*.com							93		97
Fan Asset Management	2700 Augustine Dr, Santa Clara, CA 95054	40874xxxx2	ste******@f*****.com
Gerdts Investment Group of Raymond James	150 S Almaden Blvd Suite # 1375, San Jose, CA 95113	40827xxxx4	aar**********@r*********.com							17485		18000
Fireside Property Management	2111 Lincoln Ave, San Jose, CA 95125	40868xxxx9	bri@f*******.com	4.6	59					21		24
Joshua Miller - Ameriprise Financial Advisor	50 W San Fernando St Ste 900 San Jose, CA 95113	40891xxxx0	cat***********@a*.com			5	1
Bellatore Financial Inc	1550 The Alameda Ste 209, San Jose, CA 95126	40861xxxx7	bro@b******.com
Spiros Kabitsis - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dav*********@a*.com
Homestretch Properties	1925 Winchester Blvd Ste 20, Campbell, CA 95008	40833xxxx8
Raegen, Parker and Associates - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
Honu Wealth Management	1307 S Mary Ave, Sunnyvale, CA 94087	40821xxxx0	g.w*****@h*******.com
Firsthand Capital Management	150 Almaden Blvd Ste 1250, San Jose, CA 95113	40888xxxx6	huy@f***********.com
Werba Rubin Papier \| WRP Wealth	1732 N First St St #220, San Jose, CA 95112	40854xxxx3	aru*@w******.com
Principal Investment	San Jose, CA 95125	40831xxxx7				1	1
Success Realty	4075 Evergreen Village Sq Ste 140, San Jose, CA 95135	40830xxxx0	ads*@g**.com	5	24					100	74
Kollreal	2000 Wyatt Dr, Santa Clara, CA 95054	40858xxxx0	aab*@k*.com
City National Bank	301 W Mckinley Ave Ste 100 Sunnyvale, CA 94086	40896xxxx0	aba*****@n*****.cnb							5371	151	5900
Pacific Precious Metals	39111 Paseo Padre Pkwy Ste 111 Fremont, CA 94538	34134xxxx1	chr****@p******************.com	4.8	31	4.7	51
Diversified Investments	2901 Moorpark Ave San Jose, CA 95128	40855xxxx2
Sensiba	101 Metro Dr Ste 160 San Jose, CA 95110	40828xxxx0	aar@s***.com							461	51	475
Norris Fiduciary Services	Scotts Valley, CA 95066	40829xxxx0	nan@n************.net			5	1
Wachter Investments Inc	San Jose, CA 95112	40828xxxx0	bor*@q*******.com
Voila Investment Corporation	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx8	dav@e*********.com							2		3
Landmark Wealth Management Group- San Jose	2021 The Alameda STE 390, San Jose, CA 95126	40898xxxx7	bjo*******@l***********.com							374	7	588
Marquis Property Management	20 S Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx5	atl**********@p***.co
Ester Ng - Financial Advisor, Ameriprise Financial Services	164 Main St Ste 206, Los Altos, CA 94022	65094xxxx0	dns***@a*.com							16		17
Eaerendil	445 S San Antonio Rd, Los Altos, CA 94022	65094xxxx1
Buckingham Wealth Partners	10 S Almaden Blvd 15th Floor, San Jose, CA 95113	80036xxxx6	adm@b**************.com							456		485
Schmitz Roger Farmers Insurance Group of Willw Gln	1264 Lincoln Ave Ste 100 San Jose, CA 95125	40827xxxx0
Emarica Investment Group	5205 Prospect Rd Ste 135-237 San Jose, CA 95129	65039xxxx4
Securities America	1262 E Hamilton Ave, Campbell, CA 95008	40837xxxx1	aad******@s**************.com
Steven Isaacson - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Matrix Insurance Agency	4655 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx6	cha@m*****.com
Fidelity Investments	851 East Hamilton Avenue, Suite 100, Campbell, CA 95008	80054xxxx0	a61**@f*****.com	4	26					329208		353000
Copper Beech Tree Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx6	acm*********@m**********.com
The Fernandez Group Investment Company		88889xxxx6	ant*@t**************.com	5	2
Henry Plata - Private Wealth Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx8	dns***@a*.com		17
Stifel	550 S Winchester Blvd #500, San Jose, CA 95128	40898xxxx1								4777		5200
Pollard, Cooper, Kabitsis & Hunt - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dav*********@a*.com									161
Golden State Property Management	4010 Moorpark Ave #212, San Jose, CA 95117	40847xxxx5	boz@g**************************.com	3.9	74
Tenant Planet	2033 Gateway Pl #550, San Jose, CA 95110	40839xxxx7	les*@t*********.com	4.2	64
691 Milpitas Investors	691 S Milpitas Blvd, Milpitas, CA 95035	40895xxxx5
My Truong - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	66930xxxx8	dns***@a*.com
James Park - Branch Manager, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com
Khoa Le & Kim Nguyen	111 N Market St San Jose, CA 95113
Edward Jones	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com			5	4			84699
Santikul, Clifton	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	wms********@r.com							14774		16000
168 Realty	1797 Shamrock Ave, Santa Clara, CA 95051	40876xxxx4	rea*******@g**.com
Gunn Financial	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx2	a.j*******@e********.com
Enterprise Trust & Investment	15425 Los Gatos Blvd Ste 150, Los Gatos, CA 95032	40835xxxx1	ent*****@e*************.com
Morgan Stanley Wealth Management	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx0
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
King Paul	2105 S Bascom Ave Ste 148, Campbell, CA 95008	40887xxxx9
Family Wealth Consulting Group	1740 Technology Dr Ste 260, San Jose, CA 95110	40845xxxx0	a@f***.net
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Frederickson Capital Management - UBS Financial Services Inc.	750 University Ave Ste 250, Los Gatos, CA 95032	40891xxxx9	abc*****@u.com
Aborn Properties	2660 John Montgomery Dr #1, San Jose, CA 95148	40827xxxx0	adm@w****.com	4.6	29			4.3	19	133	5	130
Cefcu	171 Branham Ln Ste 12, San Jose, CA 95136	40854xxxx0	aal************@c**.com
Winchester Development Group Co Borelli	1245 S Winchester Blvd, San Jose, CA 95128	40826xxxx9
LBA Realty	160 W Santa Clara St Ste 950, San Jose, CA 95113	40856xxxx0	aa.*******@l******.com
Circarta Group Inc	2209 S Bascom Ave, Campbell, CA 95008	40887xxxx1
Kris Sorensen - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5
First Republic Bank - Temp. CLOSED	401 San Antonio Rd Ste 68 Mountain View, CA 94040	65038xxxx8	acc**********@f**********.com			5	7
Myhomesus Investments	2787 Moorpark Ave San Jose, CA 95128	42477xxxx0	ada****@e****.com	3.4	5	5	1	4.8	67	3747	2043	3600
Chi Kim - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	and********@a*.com
Pruneyard Financial Group	51 East Campbell Ave Ste 140 Campbell, CA 95008	40837xxxx4	hel@r********.com			5	4
Fidelity Investments	398 W El Camino Real Sunnyvale, CA 94087	40873xxxx0	a61**@f*****.com	3.7	26	2.6	32			319987
Mills Property & Investment Management	881 Park Ave, San Jose, CA 95126	40856xxxx5
Plenaris Advisory	950 S Bascom Ave San Jose, CA 95128	40829xxxx8	ple***********@g**.com
Metlife	950 Tower Ln Fl 10 Foster City, CA 94404	65028xxxx0				5	2
Stephanie Atalla - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx4	dns***@a*.com			5	2			16
Beacon Pointe Advisors	900 E Hamilton Ave Ste 120 Campbell, CA 95008	40826xxxx0	aba***@b*********.com	2.3	3
Phil Nguyen - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx7	amb**************@a*.com							63	4	62
Morgan Stanley	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	aal*****@m**********.com							113325	3090	131000
Ingram & Associates Inc.	665 Belden Ct, Los Altos, CA 94022	65091xxxx8	con**@i*******************.com
Kensington Financial Group	1101 S Winchester Blvd Ste I-208 San Jose, CA 95128	40824xxxx5	fil*@f********.com			5	1
The Noesis Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx7	acm*********@m**********.com
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com	4.5	2					200	4	202
Livia Argano Fiduciary	1165 Lincoln Ave, Ste 330 San Jose, CA 95125	40880xxxx9				3.7	3
Rockpoint Capital	419 S San Antonio Rd, Los Altos, CA 94022	65055xxxx0
LPL Financial - Blackmont Wealth Management Group	99 S Almaden Blvd Ste 600 San Jose, CA 95113	66923xxxx0	aar******@l.com			5	1
Coeus Financial	111 N Market St Ste 300 San Jose, CA 95113	40841xxxx5	bpl***@c***********.com									178
Fornine Investment Company	2377 Senter Rd, San Jose, CA 95112	40829xxxx5
Thomas Woodell - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx6	dns***@a*.com
Tom Cochran - Bancwest Investment Services Wealth Financial Advisor	3081 Mckee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com					3	1063	98474	1600	99000
Cec Capital Management	2635 N 1st St, San Jose, CA 95134	40843xxxx5
Daniel Martin - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx0	ama*******@a*.com							201	2	202
ePlanet Capital Advisors US, Inc	99 Almaden Blvd, San Jose, CA 95113	40823xxxx0	aat***@e***********.com
Falcon Wealth Planning	2570 N First St Suite 200, San Jose, CA 95131	85596xxxx6	ama*@f*****************.com	4.7	14
Flagstar Bank	19330 Stevens Creek Blvd, Cupertino, CA 95014	40883xxxx0
Ruby Lin - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	65060xxxx1	blu******@r.com
Michael B Mulvihill Cfp	4030 Moorpark Ave, San Jose, CA 95117	40824xxxx1	dom**@a*********.com	3	2					2986	27	3500
TMC Financing	84 W Santa Clara St., San Jose, CA 95113	40828xxxx3	ada@t**********.com	5	6			4.6	25	806	30	865
Edward Jones - Financial Advisor: Dennis H Laughlin, CFP®\|AAMS™	1165 Lincoln Ave Ste 320, San Jose, CA 95125	40899xxxx5	a.j*******@e********.com							87601		100000
Gold Quest Investment	333 W Maude Ave Ste 103, Sunnyvale, CA 94085	40873xxxx8
Edward Jones - Financial Advisor: Christina Biagi	2280 Lincoln Ave Ste 100 San Jose, CA 95125	40844xxxx6	a.j*******@e********.com			1	1			87586		100000
Edelman Financial Engines	3945 Freedom Cir Ste 950, Santa Clara, CA 95054	88875xxxx2	aar@e*************.com							18779	20	20000
Abundance Wealth Planning	39899 Balentine Dr Ste 200 Newark, CA 94560	51093xxxx7	jku@f*****************.com			5	9					111
Chad Parker - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
Dinesh Sawal - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	alf*********@a*.com									128
TD Ameritrade	19349 Stevens Creek Blvd Cupertino, CA 95014	40897xxxx0	api@t***********.com			3	4			646210	192	658000
Robert Adams - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx7	arn********@a*.com									97
Edward Jones	16190 Los Gatos Blvd Suite 102, Los Gatos, CA 95032	40835xxxx8	a.j*******@e********.com							87631		100000
Nexit Ventures	12930 Saratoga Ave Ste B9, Saratoga, CA 95070	40872xxxx5	ant********@n**********.com
Johanson Financial Advisors, Inc.	2105 S Bascom Ave Ste 255 Campbell, CA 95008	40840xxxx9	inf@j***************.com	3.5	2					5389	47	5500
Petersen Cathleen EA	14583 Big Basin Way Ste 6, Saratoga, CA 95070	40874xxxx2	adm@c*************.com	5	2
Michael Adiutori - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx1	dns***@a*.com
Rivermark Wealth Management	800 W El Camino Real Ste 180 Mountain View, CA 94040	40837xxxx7	inf@f******.com	5	6	5	1			254	21	290
Park Plaza Investment Company	111 W Saint John St San Jose, CA 95113	40828xxxx0
Umpqua Bank Home Lending	225 W Santa Clara St Ste 150, San Jose, CA 95113	40883xxxx5	aar*******@u*******.com					4	1189	50650	669	49000
Sunhill Investments	San Jose, CA 95101	40825xxxx6				5	1
Yintai Investment Company	2001 Gateway Pl, San Jose, CA 95110	40856xxxx3
Private Wealth Financial Partners	2105 S Bascom Ave #300, Campbell, CA 95008	40887xxxx7	pwf******@l.com
Eric Han - Financial Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx9	dns***@a*.com
Embarcadero Capital Partners	99 Almaden Blvd, San Jose, CA 95113	40897xxxx4
Chris Stapleton - Ameriprise Financial Services	901 Campisi Way Ste 320 Campbell, CA 95008	40879xxxx5	chr************@a*.com
Borelli Investment Co	1275 S Winchester Blvd, San Jose, CA 95128	40855xxxx6
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
Valley Management Group	1625 The Alameda #707, San Jose, CA 95126	40828xxxx0	vmg@u**.net	3.9	43					688	8
Jim Galindo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
Justin Parkhurst - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
Sensiba	5960 Inglewood Dr Ste 201 Pleasanton, CA 94588	92527xxxx0	aar@s***.com			1.7	7			461	51	474
Morgan Stanley	225 W Santa Clara St Ste 900, San Jose, CA 95113	40894xxxx6	acm*********@m**********.com							113330	3094	131000
Chan CPA & Company	1885 S Winchester Blvd Ste 200 Campbell, CA 95008	40835xxxx1	bon*@c****.com			4.3	13					92
James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Akimax Property Management	1694 Tully Rd, San Jose, CA 95122	40875xxxx0	adr*******@a***.net	2.3	3
Merrill Lynch Wealth Management	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx1	ale********@m.com		11
Charles Schwab	240 3rd St Ste 100 Los Altos, CA 94022	65091xxxx3	ask****@s***.com			3.4	9
Fisher Investments	1450 Fashion Island Blvd, San Mateo, CA 94404	65042xxxx6	a@f****************.com	5	2					161231	608	158000
Firsthand Capital Management	150 S Almaden Blvd, San Jose, CA 95113	40829xxxx0		1	1
Fireside Financial Planning	1971 Hamilton Ave #6a, San Jose, CA 95125	40837xxxx1	mik@f**************.com
Edward Jones - Financial Advisor: Tom Coombs	1625 The Alameda, Ste 601, San Jose, CA 95126	40829xxxx8	a.j*******@e********.com			5	1
Dimitar Kotov - Ameriprise Financial Services	1999 S Bascom Ave Ste 1060 Campbell, CA 95008	40887xxxx7	dim**********@a*.com			1.7	11
Arlington Land & Investmen T Co. Inc.	PO Box 1237, San Jose, CA 95108	40827xxxx5
Don Woo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	don**@r.com
Kenneth Lee - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx6	ang*******@a*.com
LEEWARD FINANCIAL AND INSURANCE SERVICES	1046 W Taylor St Suite 205, San Jose, CA 95126	40898xxxx7	kev*@l*************.com
Giordano Wealth Management Group	644 N Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx4	all**@t****.com							5382	47	5500
Sun Wealth Advisor	5446 Thornwood Dr Suite 101, San Jose, CA 95123	40896xxxx7	del*@s*************.com
MLP Tax & Financial Services Inc	101 Metro Dr # 650, San Jose, CA 95110	40845xxxx0	aha***@m*********.com	5	1
Impact Financial Management	880 E Campbell Ave Ste 206 Campbell, CA 95008	40837xxxx0
Carlton Pace - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
Duke Nguyen - Real Estate Way of Life	San Jose, CA 95112	66923xxxx2	duc*****@c****.com
Parkworth Wealth Management	475 Alberto Way Ste 210 Los Gatos, CA 95032	40843xxxx0	adv*@p******.com
Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com
Redwood Investment Group		51294xxxx9
Global Financial Manage Inc	2471 Autumnvale Dr, San Jose, CA 95131	40858xxxx0
Securities American	101 Metro Dr, San Jose, CA 95110	40845xxxx0	aar******@s**************.com
Lucie Honosutomo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx4	wms********@r.com							14763		16000
Odus & Associates LLC. R.E Investment & Management	2787 Moorpark Ave, San Jose, CA 95128	40888xxxx4	cus**********@n*********.com
Wells Fargo Advisors	550 S Winchester Blvd #601, San Jose, CA 95128	40824xxxx0	a-w*************@w***************.com
Willow Glen Rentals	San Jose, CA 95150	40825xxxx8	app@w**************.net
Concentrum Wealth Management	353 Piercy Rd, San Jose, CA 95138	40884xxxx0	gle******@c*************.com							153	3	146
Honosutomo, Lucie	99 Almaden Blvd, San Jose, CA 95113	40894xxxx4	rbc*******@r.com							14775		16000
PMI San Jose	6455 Almaden Expy #206, San Jose, CA 95120	40865xxxx2	joh***@e****.com	4.8	8
Ted Moorhead - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	ted*******@r.com
Alpha Cubed Investments, LLC	100 Century Center Ct King, San Jose, CA 95112	87772xxxx9	alp@a******************.com
David Henderson	5444 Thornwood Dr, San Jose, CA 95123	40897xxxx5	d.h******@w**************.net
Investy Financial Services	919 Story Rd #1200, San Jose, CA 95122	40885xxxx8		5	20
Edward Jones - Financial Advisor: Jim Knipple	69 Washington St, Santa Clara, CA 95050	40898xxxx9
Edward Jones - Financial Advisor: Christopher D Anderson	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4
Skyline Asset Management	121 W Washington Ave, Sunnyvale, CA 94086	40874xxxx7
Flournoy Wealth Management	1165 Lincoln Ave #330, San Jose, CA 95125	40827xxxx0	xx@f***********************.com	5	1
Milpitas Boulevard Ventures	691 S Milpitas Blvd, Milpitas, CA 95035	40895xxxx5
3P Equity Partners	3031 Tisch Way Ste 130, San Jose, CA 95128	40898xxxx0	inf@3******.com										5	1
Wisemont Capital	1731 Technology Dr #755, San Jose, CA 95110	51359xxxx8	jan@w*************.com
Siena Wealth Management Inc	1550 The Alameda Ste 300, San Jose, CA 95126	40828xxxx0	rho**@s********.com							5382	47	5500
Clive Pollard - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Integrated Wealth Management	1275 Lincoln Ave Ste 8, San Jose, CA 95125	40828xxxx6
Bettencourt Real Estate Services	1251 Park Ave, San Jose, CA 95126	40827xxxx0	adv******@m********.com	4	4					4045	124	4700
Silicon Valley Investment Group - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx1	abc*@u.com
Castellon Professional Services	1279 Poplar Ave No.119 Sunnyvale, CA 94086	41565xxxx6	jn@m*********.com			5	1
Tahoe Asset Management	19925 Stevens Creek Blvd, Cupertino, CA 95014	40865xxxx7
Thuyhuong Le - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx0	dns***@a*.com							169		167
Caprock	1100 Lincoln Ave #353, San Jose, CA 95125	40862xxxx3	adm@c****.com
Potentia Wealth	1226 Lincoln Ave #200, San Jose, CA 95125	40828xxxx6	ask@p*************.com							355	19	357
Simply Do It	Cupertino, CA 95014	65044xxxx4	ama*@s*******.net			4.8	23
The Blue Jade Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3	blu******@r.com
Global Wealth Partners	1764 The Alameda, San Jose, CA 95126	40823xxxx0	ama**@g********************.com	5	1
Denise Hughes	San Carlos, CA 94070	65059xxxx9				5	3
National Eagle LLC	124 E Santa Clara St suite B, San Jose, CA 95113	80061xxxx5	inf@n***********.com	5	1			5	21	133		141
Hilary Hendershott Wealth Management	1922 The Alameda, San Jose, CA 95126	40876xxxx5
Orvick Management Group Inc	1965 O'Toole Way, San Jose, CA 95131	40894xxxx0		2.3	31
Charles Schwab	335 N Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx0	ej.******@s***.com	3	5	2.4	12
Heart of the Valley Wealth Advisors - Thrivent	2021 The Alameda STE 140, San Jose, CA 95126	40821xxxx4
Carpe Diem Tax Services SLV	870 Woodland Drive Ben Lomond, CA 95005	83153xxxx5	rob*@c******.financial			5	3			511
Platinum Retirement Solutions	1101 S Winchester Blvd Ste A109, San Jose, CA 95128	40824xxxx7	inf@p*************************.com									2
Philip T Castaneda - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Investment Exchange Services	360 Kiely Blvd, San Jose, CA 95129	40898xxxx5
F & W Investment Co.	3750 Charter Park Dr, San Jose, CA 95136	40826xxxx6
Wealth Management	75 E Santa Clara St Ste 450 San Jose, CA 95113	40829xxxx7
Merrill Lynch Wealth Management	5300 Stevens Creek Blvd Ste 120, San Jose, CA 95129	40855xxxx0	aas**********@m.com
Bay Street Capital Holdings		51085xxxx1	hxx***@b*********************.com	5	27
Golden Bay Capital	2910 Stevens Creek Blvd San Jose, CA 95128	40824xxxx9
Castaneda-Sargenti-Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dch*@a*.com							36		38
Cefcu	3980 Rivermark Plz, Santa Clara, CA 95054	40854xxxx0	aal************@c**.com	5	3					50684
Edward Jones - Financial Advisor: Jeff Migneault	901 Campisi Way Ste 248 Campbell, CA 95008	40887xxxx0	acc********@e********.com
Albert Hsia - Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alb********@a*.com
Brian’s Trade	Sunnyvale, CA 94089	66920xxxx4
Crescent Capital Planning	2033 Gateway Pl #561, San Jose, CA 95110	40835xxxx5	chr*********@c*******.com
Financial Journey Partners	101 Metro Dr Suite 264, San Jose, CA 95110	40896xxxx8	ari**@f*************.com	5	2					85		97
Lehrer Management Co.	20400 Stevens Creek Blvd, Cupertino, CA 95014	40899xxxx9	adi@c****.com					5	44			964
Jorge Zegarra - REALTOR	2110 Story Rd, San Jose, CA 95122	40883xxxx1
International Leadership Development	2221 Oakland Rd San Jose, CA 95131	40871xxxx2
Edward Jones - Financial Advisor: Russell T Case, CFP®\|AAMS™\|CRPC™\|CRPS™	987 University Ave Ste 11, Los Gatos, CA 95032	40835xxxx8	a.j*******@e********.com							87631		100000
Prialta Advisors	1737 N 1st St, San Jose, CA 95112	40843xxxx0
Brereton & Co	1075 N 10th St Ste 110 San Jose, CA 95112	40893xxxx5
Matusich & Raich Property Management	2940 Union Ave # C, San Jose, CA 95124	40837xxxx5	inf@m***********.com	4.7	55			5	6	35	2	42
Foss Financial Services	San Jose, CA 95125	40869xxxx8	dan@f********************.com			3	2
My Truong - Ameriprise Financial Services	1700 S Winchester Blvd Ste 103 Campbell, CA 95008	66930xxxx8	dns***@a*.com
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	47
Edward Jones	2280 Lincoln Ave Suite 100, San Jose, CA 95125	40844xxxx6	a.j*******@e********.com							87358		99000
Model Equity		40860xxxx8	abb@m********.com
Alpha Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx6	abc*****@u.com
Silicon Valley Capital Partners	1731 Technology Dr #810, San Jose, CA 95110	40823xxxx0	chr@s*.com	5	1
S.I.M. Investment Corporation	65 W Hamilton Ave Ste 4, Campbell, CA 95008	40842xxxx0
Parkhurst, Justin	99 Almaden Blvd, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
Vasona Financial Group	16615 Lark Ave Ste 200, Los Gatos, CA 95032	40835xxxx0
Marshall Wealth Management Group	59 N Santa Cruz Ave Ste R, Los Gatos, CA 95030	40839xxxx0	dea*@m********.com
Craig Curtis Uffelman - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Firsthand Technology Value Fund	150 S Almaden Blvd #1250, San Jose, CA 95113	40888xxxx6	vc@f***********.com
S4 Capital	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0			11
Hynek Financial Adviser's	333 W Santa Clara St Ste 606, San Jose, CA 95113	40899xxxx0	gay*****@l.com
Federal Realty Investment Trust	3155 Olsen Dr, San Jose, CA 95117	40855xxxx0	aa@f************.com
Stasiak Ronald	51 E Campbell Ave, Campbell, CA 95008	40837xxxx0	ame****************@a*.com
FIG Capital	1091 Lincoln Ave, San Jose, CA 95125	40829xxxx0	dhc***@f*******.com	5	2
Tnp Capital Management Inc	894 Shirley Ave, Sunnyvale, CA 94086	40873xxxx5
Northwestern Mutual Financial Network	60 S Market St Ste 600 San Jose, CA 95113	40827xxxx0
Debbie Mc Kellar - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx2	deb*************@a*.com									90
Fornine Investment Co	2377 Senter Rd, San Jose, CA 95112	40829xxxx5
Edward Jones - Financial Advisor: Robert W Diaz	1309 S Mary Ave Ste 204, Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com									82
Edward Jones - Financial Advisor: Todd Bergstrom, CFP®\|AAMS™	21710 Stevens Creek Blvd Ste 135, Cupertino, CA 95014	40897xxxx9	a.j*******@e********.com							87384		100000
Adap Tax Financial, Inc.	4725 First St Ste 275 Pleasanton, CA 94566	92521xxxx1	gcr***@a****.com	4.3	3	4.6	21
Otto Marisa Investmt Rep	1625 The Alameda San Jose, CA 95126	40829xxxx8
Yoshihara Financial Group	161 Jackson St # 210, San Jose, CA 95112	40828xxxx0	mic**@y***************.com
Jeffrey Raegen - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	arm********@a*.com	4.5	2	1	1			200	4	202
Chamberlain Financial Planning & Wealth Management	644 N Santa Cruz Ave Ste 12 Los Gatos, CA 95030	80034xxxx0				5	1
Southwest Expressway Investors	1540 Southwest Expy, San Jose, CA 95126	40829xxxx9
3P Equity Partners, LLC	3031 Tisch Way #130, San Jose, CA 95128	40898xxxx0	inf@3******.com
New Dawn Investments	Cupertino, CA 95014	51266xxxx2	aar@n***************.com			5	2
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services	920 Saratoga Ave Ste 105C, San Jose, CA 95129	40849xxxx9	dns***@a*.com							49		50
Judy Kim - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx8	cam********@a*.com
Platinum Investment Partners	6155 Almaden Expy Ste 100, San Jose, CA 95120	40826xxxx7	b.r***@p*****.com							14	25	14
Ameriprise Financial Advisors	1 Almaden Blvd Ste 810 San Jose, CA 95113	40828xxxx0	bri*******@a*.com			3	2
Wilson Investment Properties	14435C Big Basin Wy #240, Saratoga, CA 95070	40886xxxx7	inf@t*****************.com	2.5	2			5	32	507	2	526
Ameriprise Financial Advisors	51 E Campbell Ave Campbell, CA 95008	40837xxxx0				5	1
Pacific Capital Wealth Management	San Jose, CA 95125	40826xxxx0
Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™	12297 Saratoga Sunnyvale Rd Ste 200, Saratoga, CA 95070	40887xxxx1	a.j*******@e********.com							87384		100000
Pacific Gateway Properties	158 Jackson St, San Jose, CA 95112	66927xxxx5	a3d***********************************@w***************.com	4.1	30
WriteBusinessCapital	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40897xxxx3
Vested Financial Planning	San Carlos, CA 94070	65071xxxx4	edb***********************************@w***************.com			5	33					165
Elly Chan	225 W Santa Clara St, San Jose, CA 95113	40835xxxx7	ech@f***********.com
CONCERT Global Group LTD	1900 The Alameda Fl 3 San Jose, CA 95126	40885xxxx0	a@c************.com
Morgan Stanley Wealth Management	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx4	acm*********@m**********.com
Into Wealth Inc	2077 Gold St, Alviso, CA 95002	40826xxxx8
All WealthCare Financial and Insurance Services	San Jose, CA 95129	41599xxxx1
Global Portfolio Dimensions	900 E Hamilton Ave Ste 100 Campbell, CA 95008	40842xxxx4
VentureTech Alliance	2851 Junction Ave #101, San Jose, CA 95134	88636xxxxx0	cch@v*******.com
Wealth Cairn	910 E Hamilton Ave Ste 350 Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress									235
DWR Wealth Management LLC	1884 The Alameda, San Jose, CA 95126	40826xxxx0	rex@d*********.com
Prima Investment Group	4300 Stevens Creek Blvd UNIT 222, San Jose, CA 95129	40898xxxx9		5	1
L & A	30 Union Ave, Campbell, CA 95008	40837xxxx1	ame****************@a*.com							132688		134000
Silicon Valley Wealth Management Group	560 S Winchester Blvd Ste 500, San Jose, CA 95128	40870xxxx4											4	2
Capital Planning Partners	1 Almaden Blvd Ste 610, San Jose, CA 95113	40899xxxx3	inf@d************.com
Siena Wealth Management	3055 Olin Ave, San Jose, CA 95128	40824xxxx0	rho**@s********.com							5382	47	5500
Pace, Carlton, CFP	99 Almaden Blvd, San Jose, CA 95113	40894xxxx2	car*******@r.com
Charles Schwab	438 E El Camino Real Sunnyvale, CA 94087	40852xxxx0	ej.******@s***.com	3.7	15	3.2	18
California Development Regional Center	San Jose, CA 95123	40828xxxx8
Charles Schwab	30 S First St Campbell, CA 95008	40834xxxx0	app*****************@s***.com			3.2	23
Blue Bell Enterprises	4020 Moorpark Ave, San Jose, CA 95117	40855xxxx0	cin@p************.com
Securities America Sure Tax Consultants	1530 Meridian Ave, San Jose, CA 95125	40897xxxx0	aad******@s**************.com
Sackett Brooks C Cfp Cima Chief Capital Management.	1581 Camino Monde San Jose, CA 95125	40897xxxx3
Heckman Financial & Insurance Services Inc-HFIS	333 W Santa Clara St 6th Floor, San Jose, CA 95113	40829xxxx0	nn@w************.com	4.6	7						100
SCORE	San Jose, CA	40845xxxx7	abb*@s**.org					4.8	28	580	164	640			5	28
Future Legacy Management	21631 Stevens Creek Blvd, Cupertino, CA 95014	40844xxxx7	gs@f***********.com
Wells Fargo Private Bank	225 W Santa Clara St Ste 1400, San Jose, CA 95113	40894xxxx0	aar********@w*******.com							153810		11
Tamarind Financial Planning	1900 S Norfolk St Ste 350 San Mateo, CA 94403	65066xxxx1	alc*@t**************.com
Solutions Wealth Management	1777 Hamilton Ave #1040, San Jose, CA 95125	40862xxxx8	jon********@l.com
Peter Jung - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	40855xxxx3	dns***@a*.com
Bryan Russell - Mortgage Consultant	750 University Ave Ste 275 Los Gatos, CA 95032	40865xxxx5	aas*@o*********.com			5	10
Umpqua Bank	2033 Gateway Pl, San Jose, CA 95110	40896xxxx5	aam*******@u*******.com							50773	577	49000
SageView Advisory Group	2570 N First St Suite 200, San Jose, CA 95131	40834xxxx0	ach@s*************.com	5	1
JTC Group	99 N Almaden Blvd #875, San Jose, CA 95113	80033xxxx1	jtc@j*******.com					4.7	6	5756	47	5900
Retirement Capital Strategies (RCS)	1190 Saratoga Ave # 140, San Jose, CA 95129	40855xxxx0	bil*******@r*******.com							53		55
Zell Associates Inc. - Property Management	1777 Hamilton Ave Ste 1250, San Jose, CA 95125	40897xxxx0	alf*@z*.com	3.1	19
Edward Jones - Financial Advisor: Aileen A Low, CFP®	4966 El Camino Real Ste 125, Los Altos, CA 94022	65056xxxx1	a.j*******@e********.com							87630		100000
Crossroads Financial Technologies	55 S Market St, San Jose, CA 95113	88834xxxx3	ach*****@p*************.com							1010		1000
David Farkouh - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx2	arn********@a*.com			3	2					98
A.A.A. FOREX	Serving theSan Jose Area	40894xxxx7
Wealth Strategies Group	225 W Santa Clara St Ste 1450 San Jose, CA 95113	51057xxxx8
Misawa/St. Claire- Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Edward Jones - Financial Advisor: Shane Jacksteit	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com	5	2	5	2			97
Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
La Fosse Asset Management	812 Pollard Rd, Los Gatos, CA 95032	40837xxxx7	abh***@m********.com							4045	124	4700
401kDIRECTPRO	2105 S Bascom Ave Ste 110 Campbell, CA 95008	31291xxxx0	dwa@4********.com
Heckman Financial & Insurance Services	333 W Santa Clara St Ste 604 San Jose, CA 95113	40829xxxx0	nn@w************.com	4.6	7	5	2				100
Clear Retirement Advice	1900 S Norfolk St Ste 350 San Mateo, CA 94403	80022xxxx0	inf@c*******************.com			5	5
Ai Asset Management	1090 Leslie Dr, San Jose, CA 95117	40898xxxx4
Financial Mastery Group	675 North First St Ste 1240 San Jose, CA 95112	40888xxxx0
Oakhurst Financial	1059 Fremont Ave, Los Altos, CA 94024	40821xxxx3	jer@o**************.com		5
American Century Investments	1665 Charleston Rd Mountain View, CA 94043	65096xxxx3				1.7	3
Investment House LLC	1515 Lincoln Ave, San Jose, CA 95125	40828xxxx3	joa*@y****************.com
Symons R Kenneth Certified Financial Planner	659 Mccarty Ave, Mountain View, CA 94041	65096xxxx7
Eva Prasad	2221 Oakland Rd Ste 100 San Jose, CA 95131	40860xxxx4	ont********@h**********.com
Global Wealth Partners, Inc.	1764 The Alameda, San Jose, CA 95126	40823xxxx0	ama**@g********************.com	5	1			5	5			35
Sargenti, Gary	99 Almaden Blvd, San Jose, CA 95113	40894xxxx0
Fit Bearings	47881 Fremont Blvd, Fremont, CA 94538	51062xxxx8	doe@f********.com		7
Matzger James A	401 Alberto Way Ste 3, Los Gatos, CA 95032	40839xxxx0
Citi Personal Wealth Management	2189 Quimby Rd, San Jose, CA 95122	40853xxxx5	aar********@c******.com	3.2	25
Daniel Chang - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx5	dch*@a*.com							36		38
City National Bank	1 Almaden Blvd Ste 100 San Jose, CA 95113	40839xxxx0	aba*****@n*****.cnb			3.7	3
Bradley Noval - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx9	dns***@a*.com
Council Financial & Insurance Services	425 Market St Ste 1600 San Francisco, CA 94105	92587xxxx2	her@c**************.com			5	68					107
Invesmart	55 Almaden Blvd San Jose, CA 95113	40896xxxx0
Aegis Financial Advisory	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40868xxxx1	joe@a************.com							107		105
Callan and Lindahl Wealth Management	1100 Lincoln Ave, San Jose, CA 95125	40889xxxx0	gre**********@l.com
Raymond James	51 E Campbell Ave Unit 109, Campbell, CA 95009	40837xxxx0	con**@a********.com
Grassi Investment Management	2350 Mission College Blvd, Santa Clara, CA 95054	65093xxxx0	buz@g*********.com
By The Bay Investments No 7741	655 Coleman Ave San Jose, CA 95110	40829xxxx0
Von Baron Wealth Management	174 N 14th St, San Jose, CA 95112	40888xxxx0	inf@v********.com
Salt Creek Capital Management	726 Morgan Pl, Los Altos, CA 94024	65038xxxx0	and*@s*********.com
West Valley Properties Inc	280 2nd St Ste 110, Los Altos, CA 94022	65055xxxx4	apa*****@w*****************.com	3	2
Clifton Santikul - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5	wms********@r.com							14763		16000
Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®\|ChFC®	339 S San Antonio Rd Ste 1, Los Altos, CA 94022	65094xxxx6	a.j*******@e********.com							87630		100000
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com	4.3	3
Leslie Hurwitz - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx1	dns***@a*.com
Fidelity Investments	4160 North First Street, San Jose, CA 95134	80054xxxx9	a61**@f*****.com	2.9	22					329208		353000
Jing Chien - Ameriprise Financial Services	1999 S Bascom Ave Ste 470 Campbell, CA 95008	40837xxxx0	cor*********@a*.com			5	1
XoomFi Advisors	111 N Market St suite 300, San Jose, CA 95113		cs@x*****.com
Fidelity Investments	4160 N 1st St San Jose, CA 95134	80054xxxx9	a61**@f*****.com			2.2	14
Silicon Valley Financial Group	950 S Bascom Ave, San Jose, CA 95128	40828xxxx0	bec@s*.com
Shawn Okumura, CFP CMFC	1100 Lincoln Ave Ste 240 Transitions Wealth Advisors San Jose, CA 95125	40835xxxx2				5	1
Dongding Investment Co	47697 Westinghouse Dr, Fremont, CA 94539	51049xxxx2
Wealth Cairn - An Investor Coaching Company	910 E Hamilton Ave #150, Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress	5	30							234
Silicon Valley Bank	3003 Tasman Dr, Santa Clara, CA 95054	40865xxxx0	aa@s**.com							6		7
Davin Lundgren - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx0	dav***********@a*.com									9
Opportunity Fund	111 W Saint John St Ste 800, San Jose, CA 95113	40829xxxx4	ade@o************.org
Wellspring Consulting Group	2635 N First St #201, San Jose, CA 95134	40894xxxx2	ape@w*********.com	5	2
Waddell & Reed Bay Area Market	1999 S. Bascom Ave Suite 400, Campbell, CA 95008	40836xxxx0	6d3***********************************@w***************.com
Julie Ping He, CFP - Gateway Financial Advisor	2570 North First St Ste 200 San Jose, CA 95131	40850xxxx8	adm***@g***********.com			5	8
Flagstar Bank	750 University Ave, Los Gatos, CA 95032	40845xxxx0	ada******@f*****.com
DWR Wealth Management	1884 The Alameda, San Jose, CA 95126	40826xxxx0	rex@d*********.com
U.s. Bank Atm - Capital Swap Meet	3630 Hillcap Ave, San Jose, CA 95136	80087xxxx7	dpr*@w*******.com	4.2	1508			4.7	267	25012	26675	32000
The Pacific Coast Aspire Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx9	acc********@m**********.com
Morgan Stanley Wealth Management	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Edward Jones - Financial Advisor: Steve Duffy	900 Lafayette St Ste 503, Santa Clara, CA 95050	40824xxxx1	a.j*******@e********.com							87384		100000
James Park - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx5	dns***@a*.com							169		167
Barbara Madden - Financial Advisor, Ameriprise Financial Services	164 Main St Ste 206, Los Altos, CA 94022	65094xxxx0	bar***********@a*.com							39		40
The Family Wealth Consulting Group	1541 The Alameda, San Jose, CA 95126	40845xxxx0
Castelli Financial	236 N Santa Cruz Avenue Ste 240 Los Gatos, CA 95030	40883xxxx4	joh@c***************.com			5	36
Davis Financial Management	2105 S Bascom Ave, Campbell, CA 95008	40834xxxx0	ali@d****.com
Prima Investment Group	4300 Stevens Creek Blvd, San Jose, CA 95129	40898xxxx9	miw******@g**.com										5	1
First Street Wealth Advisors	2635 N First St #230, San Jose, CA 95134	66934xxxx8	aic****@f*****.com							295944		13
Williams Howie And Associates A Branch Of American Express	4675 Stevens Creek Blvd, Santa Clara, CA 95051	40826xxxx3	aar@a************.com							920868		79
Morgan Stanley Wealth Management	650 Castro St, Mountain View, CA 94041	65031xxxx0	acm*********@m**********.com
Davis Partners	1735 N First St #290, San Jose, CA 95131	40836xxxx8	bet*****@d**********.com
Altos Financial Planning Associates	4100 Moorpark Ave, San Jose, CA 95117	40824xxxx1	alt*****@e******.net
Callan and Lindahl Wealth Management	1100 Lincoln Ave Ste 271, San Jose, CA 95125	40889xxxx0	3d@c***************.com
Copper Tree Wealth Management - UBS Financial Services Inc.	750 University Ave Ste 250, Los Gatos, CA 95032	40882xxxx2	abc*****@u.com
*ETRADE - Temp. CLOSED**	124 University Ave Palo Alto, CA 94301	86678xxxx5	adv**********@e***.com			1.7	20			166404		170000
SV San Jose Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
JPG Wealth Solutions Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5
The Property Network	1342 Lincoln Ave, San Jose, CA 95125	40837xxxx0	al@t*****************.com	4.9	14					513	127
Rutherford Investments	241 W Main St, Los Gatos, CA 95030	40839xxxx6	and*@r******************.com	3	2
Financial Engines	1050 Enterprise Way, Sunnyvale, CA 94089	40849xxxx0	aau****@f*************.com
Jose Gil III-Lepera	695 N First St San Jose, CA 95112	91654xxxx5	dns****@a*****.com
Edward Jones - Financial Advisor: Linh B Thai	298 S Sunnyvale Ave, Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com							87631		100000
Stifel	550 S Winchester Blvd, San Jose, CA 95128	40898xxxx1	abb**@s***.com							4743		5200
Hover Family Trust	101 Church St Ste 12, Los Gatos, CA 95030	40835xxxx8
Edward Jones - Financial Advisor: Marisa C Otto	275 Tennant Ave Ste 206A Morgan Hill, CA 95037	40877xxxx0	a.j*******@e********.com			5	1					7
Morling Financial Advisors	39355 California St Ste 201A Fremont, CA 94538	84466xxxx4	axx******@m*********************.com
Silicon Valley Quantitative	5615 Brookhurst Ct, San Jose, CA 95129	40862xxxx8	inf@s*****.com
Wfafn	3031 Tisch Way, San Jose, CA 95128	40872xxxx7
Kennsei Trading	83 Metro Dr Silicon Valley, CA 95110	40863xxxx3
Bisceglia Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx4	abc*****@u.com
Mariner	99 S Almaden Blvd #730, San Jose, CA 95113	40894xxxx1	aal***********@m******************.com	5	2						15	4400
Ucb Investment Services	1001 Story Rd San Jose, CA 95122	40828xxxx8
Nicholson Co	4100 Moorpark Ave, San Jose, CA 95117	40837xxxx4	bob@t************.com
Authentikos Advisory	1295 E Dunne Ave Ste 215 Morgan Hill, CA 95037	84432xxxx1	bxx******@a********.com			3.7	6
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Charles Fels - Ameriprise Financial Advisor	50 W San Fernando St Ste 900 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Nova Partners	185 Moffett Blvd, Mountain View, CA 94043	65069xxxx0
Brian Ruiz Insurance	4010 Moorpark Ave Ste 209 San Jose, CA 95117	40839xxxx0	bri@b***************.com			4.5	8
Edward Jones - Financial Advisor: Vince DiPiero, CFP®	101 Church St Ste 18, Los Gatos, CA 95030	40835xxxx6	a.j*******@e********.com							132	8	135
Venturestar Inc	333 W San Carlos St, San Jose, CA 95110	40828xxxx8
Evla Hills Equity Services	495 N Whisman Rd, Mountain View, CA 94043	65062xxxx9	don*****@e******.com
Cali Financial Management	1979 Cabana Dr, San Jose, CA 95125	40834xxxx1
Solutions Wealth Management	1777 Hamilton Ave, San Jose, CA 95125	40837xxxx3	jon********@l.com
Cherene Wong - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx2	che*******@a*.com
Firsthand Technology Value Fund, Inc	150 Almaden Blvd, San Jose, CA 95113	40888xxxx6	mir***@f*********.com
Adam Ward - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx9	ada******@a*.com
Victor Adint - Raymond James	229 W Main St, Los Gatos, CA 95030	40840xxxx9	aar**********@r*********.com
Jason Styczynski - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	cor*********@a*.com									106
Edward Jones	1309 S Mary Ave Ste 204, Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com							83		82
Courtland Partners Ltd	1475 S Bascom Ave, Campbell, CA 95008	21652xxxx0	a@s**************.com
Global Capital Wealth Management	99 Almaden Blvd Ste 600, San Jose, CA 95113	40827xxxx7	maz*@g***.com
Grassi Investment Management	1804 N Shoreline Blvd Ste 140, Mountain View, CA 94043	65093xxxx0
5 Star Capital, LLC	1939 Monterey Rd #3, San Jose, CA 95112	65039xxxx8	ang***********@g**.com
Golden Trust	2690 S White Rd, San Jose, CA 95148	40840xxxx3	cha**@g************.com					5	11	589	139	602
Chinese Abraham Investment Advisors LLC	20111 Stevens Creek Blvd #200, Cupertino, CA 95014	40872xxxx5
First Statewide Realty	10080 N Wolfe Rd SW3-252, Cupertino, CA 95014	40825xxxx0	ang*****@f*****************.com	4.9	14								5	2
California Investment Co.	1438 Royal Ann Ct, San Jose, CA 95129	40825xxxx7
Ron Chapman - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
Clarity Wealth Advisors	2160 The Alameda A, San Jose, CA 95126	40856xxxx0	inf@c*******.com
Windsor Securities	1999 S Bascom Ave Campbell, CA 95008	40887xxxx8
Edward Jones	21710 Stevens Creek Blvd Ste 140 Cupertino, CA 95014	40897xxxx9	a.j*******@e********.com			1	2
Davalos Financial Advisors of Raymond James	333 W San Carlos St # 1650, San Jose, CA 95113	40827xxxx4	aar**********@r*********.com							7		8
Bunker Wealth Management	1900 Camden Ave, San Jose, CA 95124	40855xxxx0
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77
W & B Investments	43801 Mission Blvd Ste 201, Fremont, CA 94539	51040xxxx1	dea@w***********.net
Maven Management	15 E Main St, Los Gatos, CA 95030	40840xxxx3	bri*@m****.com	4.3	18					34	4	33
Cali Investments	14510 Big Basin Way, Saratoga, CA 95070	40874xxxx0
Erik Nelson Financial Advisor	685 Coleman Ave Ste 10 San Jose, CA 95110	40866xxxx7	ami************@w***************.com
Merrill Lynch Financial Advisor Justin R Pearce	50 W San Fernando St Ste 1600, San Jose, CA 95113	40828xxxx2	ann*******@m.com
Edward Jones - Financial Advisor: Sy Nguyen	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4
Beacon Pointe Advisors	50 W San Fernando St Suite 405, San Jose, CA 95113	40855xxxx0	3d@b***********.com							220	36
Impact Wealth Management \| Alan K Williamson, ChFC	6120 Hellyer Ave #100, San Jose, CA 95138	40877xxxx0	ala@m************.com
National Association of Insurance & Financial Advisors of Silico	1585 The Alameda San Jose, CA 95126	40827xxxx0
Steven Isaacson - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx2	dns***@a*.com
Phuong N Quach - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com	4.3	3	5	1