Business List: Investment Management Firms in Santa Ana, 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
Websco Brokerage Management	505 E 1st St Ste H Tustin, CA 92780	71450xxxx6				2	4
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
Mortgage Vintage, Inc.	260 Newport Center Dr, Newport Beach, CA 92660	94963xxxx5	daw@m*************.com
Edward Jones - Financial Advisor: Yvonne Kuhn	12341 Newport Ave Ste B-100 Santa Ana, CA 92705	71483xxxx0	a.j*******@e********.com							42		47
Ranchharbor	1201 Dove St, Newport Beach, CA 92660	94922xxxx0	inf@r*********.com
HomeUnion	2010 Main St Ste 250 Irvine, CA 92614	86673xxxx0	cas***@h******.com			2.3	7
Edward Jones - Financial Advisor: Sam Valero Jr	3532 Howard Ave Ste 103, Los Alamitos, CA 90720	56249xxxx3	a.j*******@e********.com							178		182
PMI Beachside	7222 Edinger Ave Ste 200, Huntington Beach, CA 92647	71491xxxx0	aar@p******************.com							39606	129	39000
Mont Pelerin	660 Newport Center Dr, Newport Beach, CA 92660	94970xxxx7
Ulivi Wealth Management	369 S Glassell St, Orange, CA 92866	71477xxxx0	and*@a******************.com
Noel Investment & Management, Inc.	17572 Cottonwood, Irvine, CA 92612	94937xxxx0
Tidalwave Finance Corporation	1528 Brookhollow Ste 400 Santa Ana, CA 92705	71466xxxx0	ana@t*************.com			1.3	22
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
OTA Real Estate	17780 Fitch Ste 107 Irvine, CA 92614	94965xxxx5	dom**@h********.com			4	1
Edward Jones - Financial Advisor: Pete Peterson	949 S Coast Dr Ste 180 Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							73		74
Pelorus Equity Group	124 Tustin Ave Suite 200, Newport Beach, CA 92663	94972xxxx3	inf@p*******.com
Hewitt Investment Advisory	6 Venture Ste 200, Irvine, CA 92618	94972xxxx4	nn@o**************.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
Fisher’s Financial	1100 Town And Country Rd Ste 1250 Orange, CA 92868	71460xxxx3	fis*************@w********.com			5	1			587293		46
California Financial & Real Estate Center	16531 Bolsa Chica St, Huntington Beach, CA 92649	71484xxxx2
Bethel Realty & Investment	1442 Irvine Blvd Ste 218 Tustin, CA 92780	71466xxxx7
Rich Group, Inc.	4000 Barranca Pkwy Ste 250, Irvine, CA 92604	94950xxxx9	ric**@r*************.com
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
Universal Finance Corporation	1820 E Garry Ave, Santa Ana, CA 92705	88888xxxx7
Merrill Lynch Wealth Management	650 Town Center Dr Ste 500, Costa Mesa, CA 92626	71442xxxx0	ale********@m.com
Edward Jones - Financial Advisor: John Thomas Patton	940 S Coast Dr Ste 250, Costa Mesa, CA 92626	71448xxxx9
Hanna Capital Management	8105 Irvine Center Dr Ste 1170, Irvine, CA 92618	94927xxxx0
Rudolph Dewey Investments	16531 Bolsa Chica St, Huntington Beach, CA 92649	71437xxxx2
Cochran Investment Company	2512 Chambers Rd, Tustin, CA 92780	71473xxxx0	kel******@c**************.com
Durham Investment	1535 E 17th St Santa Ana, CA 92705	71428xxxx6
Sage Point Financial	10061 Talbert Ave, Fountain Valley, CA 92708	71496xxxx0	dom**@a*********.com
Edward Jones - Financial Advisor: Jo Cinnamon	62 Orchard, Irvine, CA 92618	97180xxxx7
Advantage Financial Advisory Group	2 Venture Ste 240, Irvine, CA 92618	94946xxxx0	inf@f********************.com
Daniel Cucuiat - Signature Resources	2601 Main St Ste 700, Irvine, CA 92614	94979xxxx4	inf@s***.com							84		96
Bjr Capital Holdings	2301 Dupont Dr, Irvine, CA 92612	94930xxxx7
Eliberto Casillas Morales	Anaheim, CA 92802	41564xxxx6				5	1
Acuity Advisors	6 Hutton Centre Dr #860, Santa Ana, CA 92707	71444xxxx3	cho**@a***********.com
Stephenson & Co	16411 Scientific, Irvine, CA 92618	94972xxxx5	bra@s*****************.com
Pathway Capital Management	18575 Jamboree Rd, Irvine, CA 92612	94962xxxx0	ada*********@p***********.com
RBC Wealth Management Branch - Long Beach	3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740	56279xxxx2	wms********@r.com							12835		14000
Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services	14771 Plaza Dr Ste M, Tustin, CA 92780	94925xxxx5	cry**********@a*.com		235					230		233
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
Edward Jones - Financial Advisor: Pete Peterson, RICP®	949 S Coast Dr Ste 180, Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							87384		100000
Doctors' Financial Management	630 S Glassell St, Orange, CA 92866	71477xxxx0
Courier Insurance Services	1 City Blvd Ste 800 Orange, CA 92868	71441xxxx4			40	1	1
Woodco Investment Co Inc	3746 Campus Dr, Newport Beach, CA 92660	94975xxxx7
Morgan Stanley Wealth Management	8150 La Palma Ave, Buena Park, CA 90620	71482xxxx2	aar*********@m*********************.com
Lifebase Advisors Inc	2700 Newport Blvd, Newport Beach, CA 92663	94967xxxx3
Edward Jones - Financial Advisor: Randy Hawkins	311 Main St Ste 15, Seal Beach, CA 90740	56259xxxx0
Rgt Capital Management LTD	1 Park Plz Ste 950, Irvine, CA 92614	94995xxxx5	abl******@r***.com
Fix Credit Express	5000 Birch St Ste 3000 Newport Beach, CA 92660	56278xxxx9				1	1
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
Summit Healthcare REIT, Inc	23382 Mill Creek Dr, Laguna Hills, CA 92653	94953xxxx2	bni******@s*****************.com
Hunt Enterprises Investment	15811 Pasadena Ave, Tustin, CA 92780	71454xxxx4
Marrick Wealth	2211 Michelson Dr Ste 545 Irvine, CA 92612	94925xxxx0	adv***@m**********.com
Umpqua Bank	20 Pacifica, Irvine, CA 92618	94934xxxx9	aar*******@u*******.com							50686	639	49000
Pathway Capital Management	18101 Von Karman Ave Ste 330, Irvine, CA 92612	94962xxxx0
JMB Financial Managers	6 Hutton Centre Dr # 1280, Santa Ana, CA 92707	94925xxxx4	inf@j********.com
Sagemark Consulting	18400 Von Karman Ave Ste 400 Irvine, CA 92612	94966xxxx1				5	1
Securities America	18300 Von Karman Ave Ste 400, Irvine, CA 92612	94947xxxx1	aad******@s**************.com
First Republic Bank	2800 E Coast Hwy, Corona Del Mar, CA 92625	94972xxxx8	aa@f************.com	3	4
Financial Advisors Network, Inc	1432 Edinger Ave Ste 200 Tustin, CA 92780	71459xxxx0	bri@f***.com			5	2			146	6	173
Realty Executives Producers	50 S Anaheim Blvd Ste 92, Anaheim, CA 92805	71455xxxx8	abc*@r*************.com
Heritage Financial, Ara Malazian, CFP	505 N Tustin Ave Ste 267 Santa Ana, CA 92705	94970xxxx2	fin******************@c***********.com
Tim Woodall	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx5	add******@f**********.com
Jerry Wilk, PFP - Sigma Fiancial Corp	17848 Skypark Cir Ste C Irvine, CA 92614	94925xxxx0	jwi@j******.com
Marshall Reddick Mortgage Fund	4299 Macarthur Blvd Ste 107, Newport Beach, CA 92660	85844xxxx7	539***********************************@w***************.com
Edward Jones - Financial Advisor: Anna Li	15739 Imperial Hwy, La Mirada, CA 90638	56294xxxx7	a.j*******@e********.com							85136
Manulife Asset Management	18301 Von Karman Ave, Irvine, CA 92612	80024xxxx2	aar******@m*****.com							171826		171000
Barbara Stowell - IWM Partners	3 Park Plz Ste 1490 Irvine, CA 92614	71496xxxx0	ahe*****@i********.com		5	5	2
Trusteepro	23601 Moulton Pkwy, Laguna Hills, CA 92653	94960xxxx5	dan@t*******.com
Farsai and Farsai Inc	23276 S Pointe Dr, Laguna Hills, CA 92653	94976xxxx4											1	3
Kost, Theresa	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx9	rbc*******@r.com							80	8	83
Suzanne Linn, CPA	801 E Chapman Ave Ste 109, Fullerton, CA 92831	71429xxxx5	ebe@e******.com
Four Corners	100 Spectrum Center Dr, Irvine, CA 92618	94993xxxx4
Christopher M. Simmons, CRPC	695 Town Center Dr Ste 200 Costa Mesa, CA 92626	71443xxxx0
Schwartz Newport Beach Wealth Management of Impact Wealth Management	120 Newport Center Dr, Newport Beach, CA 92660	94943xxxx4
Asset One Property Management	7545 Irvine Center Drive Suite 200, Irvine, CA 92618	94952xxxx5
Parse Financial	16520 Bake Pkwy, Irvine, CA 92618	94987xxxx5
Edward Jones - Financial Advisor: Ryan C Schwartz	229 E Commonwealth Ave, Fullerton, CA 92832	71444xxxx8	a.j*******@e********.com							85136
National Investments	1526 Brookhollow Dr Santa Ana, CA 92705	71468xxxx8
QUAD ENTERPRISES LLC	1048 Irvine Ave Ste 196, Newport Beach, CA 92660	94946xxxx2
Red Chip Investment Group	2021 E 4th St Santa Ana, CA 92705	71447xxxx4
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
Warland Investment Co	6100 Gateway Dr, Cypress, CA 90630	71425xxxx5
Edward Jones - Financial Advisor: Mark Denali, CEPA®	27042 Towne Centre Dr Ste 205, Foothill Ranch, CA 92610	94959xxxx7	a.j*******@e********.com
Victory Vault Investments	2340 N Grand Ave Ste 13 Santa Ana, CA 92705	71436xxxx5	vic*********************@g**.com
JST Investment Consulting	12340 Seal Beach Blvd Suite B226, Seal Beach, CA 90740	56299xxxx8
Cardinal Point Wealth Management, LLC	19200 Von Karman Ave, Irvine, CA 92612	94991xxxx4	bra***@c****************.com							446
Compak Asset Management	1801 Dove St, Newport Beach, CA 92660	94967xxxx0	bra@c****.com	3.7	3					35	2
Cherie A Jones - Financial Advisor, Ameriprise Financial Services	12842 Valley View St Ste 104, Garden Grove, CA 92845	71424xxxx0	cam********@a*.com
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
Gomberg McQuilkin Wealth Management Group	701 S Parker St, Orange, CA 92868	71449xxxx6	jod@g********************.com
Comprehensive Financial Services	18101 Von Karman Ave, Irvine, CA 92612	94955xxxx1
Premium Capital Funding	1905 E 17th St Ste 226, Santa Ana, CA 92705	88884xxxx8
Crossroads Planning	765 City Dr S Ste 390 Orange, CA 92868	71479xxxx2	joh*****@c****************.com			4.9	123			270	68
American Capital Realty Group	2912 Daimler St, Santa Ana, CA 92705	94978xxxx7	ale*@a******************.com	2.8	103
Sagent Wealth Magagement	4675 Macarthur Ct, Newport Beach, CA 92660	94935xxxx0	d.j*@p******************.com							121	16
Royal Alliance Associates Inc	485 E 17th St Ste 350, Costa Mesa, CA 92627	94954xxxx2	aba***@r**********.com							2988	27	3500
Qtative	100 Spectrum Center Dr, Irvine, CA 92618	94929xxxx0	ehi***@q****.com
Financial Strategies-Wealth Management Group	6 Hutton Centre Dr, Santa Ana, CA 92707	71436xxxx4	bla****@f**.com
Leonid	16400 Pacific Coast Hwy Ste 211, Huntington Beach, CA 92649	56254xxxx5	inf@l***********.io
Optima Asset Management Services Inc	1600 Dove St Ste 480, Newport Beach, CA 92660	94985xxxx0	nn@o**********.com
Pacific Premier Bank	17901 Von Karman Ave Ste 1200, Irvine, CA 92614	94947xxxx5	aag*****@p*.com
Oppenheimer	620 Newport Center Dr Ste 1000, Newport Beach, CA 92660	94921xxxx0	ala*********@o*.com							610	164
JC Financial Planning & Investments LLC	445 Ultimo Ave, Long Beach, CA 90814	56274xxxx1	ale*@j*********.net
Compass Funding	2168 Walker Ln, Fullerton, CA 92833	21350xxxx9
Babson Capital Management Inc	800 Newport Center Dr Ste 750, Newport Beach, CA 92660	94971xxxx0	aad***@b**********.com
Goldberg, Ben	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56279xxxx6	rbc*******@r.com							12830
Centaurus Financial Inc	1820 W Orangewood Ave Ste 106, Orange, CA 92868	71494xxxx0	aar*****@c***************.com							330	15
Independent Capital Management	695 Town Center Dr Ste 530, Costa Mesa, CA 92626	94945xxxx0	che*@j****.com
Partners Capital Group	201 E Sandpointe Ave Ste 500 Santa Ana, CA 92707	86641xxxx6	ala**@p***************.com	3.2	47	1.5	15			350	113	354
Shopoff Realty Investments	18565 Jamboree Rd Ste 200 Irvine, CA 92612	84447xxxx3	aab*******@s****.com			3.3	7
Crimson Investment	171 South Anita Dr Ste 117 Orange, CA 92868	94973xxxx3
Edward Jones - Financial Advisor: Bruce C Branstine	2811 E Katella Ave Ste 200, Orange, CA 92867	71444xxxx8
Cadence Capital Management	610 Newport Center Dr Ste 1400, Newport Beach, CA 92660	94976xxxx0
Securities America Inc	18231 Irvine Blvd Ste 203, Tustin, CA 92780	71473xxxx0	aad******@s**************.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
Integrated Capitol Management	2082 Business Center Dr, Irvine, CA 92612	94947xxxx1
Marino Capital Partners	4600 Campus Dr Newport Beach, CA 92660	94922xxxx0
Todd Halbrook	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx2	add******@f**********.com
Tarnutzer Companies	1601 Dove St, Newport Beach, CA 92660	94995xxxx3	aca*****@k*.com
Newport Asset Management	21222 Fern Cir, Huntington Beach, CA 92646	71433xxxx7	bry*@n*******************.com
Cardinal Investment Properties	1301 N Tustin Ave, Anaheim, CA 92807	71455xxxx4
Morgan Stanley Wealth Management	17400 Brookhurst St Ste 101, Fountain Valley, CA 92708	71496xxxx3
Mosier & Company	3151 Airway Ave Costa Mesa, CA 92626	71443xxxx0
Budc Capitol Holdings	5000 Birch St Ste 3000, Newport Beach, CA 92660	94947xxxx9
Legacy Wealth Management	1432 Edinger Ave Ste 200 Tustin, CA 92780	71423xxxx0
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
Noble Wealth Management	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	88827xxxx8	aj@n********************.com
Qd Property Management & Investment	1605 N Euclid St, Santa Ana, CA 92703	71453xxxx2
Tustin Centre Wealth Advisors	1551 N. Tustin Ave. Tustin Centre, Santa Ana, CA 92705	71440xxxx1	abe*******@w***************.com
Edward Jones - Financial Advisor: Bryan L Green	17592 17th St Ste 110, Tustin, CA 92780	71454xxxx2	a.j*******@e********.com									240
N-PRO INVESTMENT	8903 Research Dr, Irvine, CA 92618	94926xxxx4
Thomas Seaman Co	1 Park Plz, Irvine, CA 92614	94922xxxx1	ali*@t*********.com
Vision Financial	222 Crater Lake Ct Suite 202, Fountain Valley, CA 92708	85568xxxx6
D M Smith Co	1940 W Orangewood Ave, Orange, CA 92868	71445xxxx7											1	1
Fair Trade Real Estate	Santa Ana, CA 92705	71459xxxx9	a30***********************************@w***************.com					5	15	871	85	984
Cfi	30 Corporate Park, Irvine, CA 92606	94929xxxx0	bet@c*******************.com
Secura Financial Planning & Wealth Management	333 City Blvd W # 2050, Orange, CA 92868	71470xxxx6	cas@s*****.com							27	3	30
Castillo Wolf Management	4050 Katella Ave Ste 104, Los Alamitos, CA 90720	56249xxxx3	tom*******@l.com
UBS Financial	20 Pacifica, Irvine, CA 92618	94945xxxx0	acc*************@u.com
Mad Financial	17910 Sky Park Cir Irvine, CA 92614	94986xxxx6
Valley View Investment Corp	17545 Monette Cir, Yorba Linda, CA 92886	71452xxxx8
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
Voit Real Estate Services LP	2400 E Katella Ave, Anaheim, CA 92806	71497xxxx0	abl**@v***.com
Raymond James Financial Services	1151 Dove St Ste 115, Newport Beach, CA 92660	94997xxxx5	aar**********@r*********.com							17409		18000
Fell Capital Management Inc	1001 Dove St, Newport Beach, CA 92660	94947xxxx6	cap****@a*********.com									136
Michael A Darany, CFP	3070 Bristol Ste 500 Costa Mesa, CA 92626	94920xxxx7	mad@m*******.com
Edward Jones - Financial Advisor: Rene Costales, AAMS™	19900 Beach Blvd Ste I, Huntington Beach, CA 92648	71496xxxx0	a.j*******@e********.com
Krona Financial Group	1851 E 1st St Ste 900, Santa Ana, CA 92705	71483xxxx1
Charter West Financial Mgmt	4425 Jamboree Rd Ste 180, Newport Beach, CA 92660	94947xxxx8
Merrill Lynch Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	ale********@m.com	3	2
Annette Di Bello Kelly CPA CFP PC	9870 Research Dr, Irvine, CA 92618	94971xxxx0	ann**@d*******.com
Financial Investors Group	1432 Edinger Ave, Tustin, CA 92780	71450xxxx3	bri@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
Edward Jones - Financial Advisor: Phil Gironda, AAMS™	2134 Main St Ste 195, Huntington Beach, CA 92648	71496xxxx0	a.j*******@e********.com							87384		100000
James Barr - Raymond James	17220 Newhope St, Fountain Valley, CA 92708	71470xxxx5	ral********@r*********.com
Edward Jones - Financial Advisor: Greg Prough	5855 E Naples Plz Ste 100, Long Beach, CA 90803	56243xxxx1	a.j*******@e********.com							87384		100000
Jermaine Jamison - Branch Manager, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx1	dan*********@a*.com
Partners Capital Group Inc.	201 Sandpointe Ave # 500, Santa Ana, CA 92707	94991xxxx0	aab*****@p***************.com	3.2	47					350	113	354
Real Property Management OC Metro	1524 Brookhollow Dr Suite 18, Santa Ana, CA 92705	94961xxxx2
Corporate Pointe Investments	5 Corporate Park, Irvine, CA 92606	94944xxxx8	goc**********@a.com
Mark A Lammers - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com
Edward Jones - Financial Advisor: Daniel W Verdugo	1838 N Tustin St, Orange, CA 92865	71428xxxx5	a.j*******@e********.com							87359		99000
Trustmark Bank	3070 Bristol St Ste 340, Costa Mesa, CA 92626	71470xxxx0
TNL Car Title Loans	1661 N Raymond Ave Ste 270, Anaheim, CA 92801	65722xxxx2	3ce***********************************@w***************.com
Kairos Investment Management Co LLC	18101 Von Karman Ave #1100, Irvine, CA 92612	94970xxxx8	a@k***.com
Alfa Investments & loans	190 W 3rd St Santa Ana, CA 92701	88879xxxx0	alf*********@g**.com
Cleanup Credit History	1029 S Driftwood Dr Ste A Santa Ana, CA 92704	56267xxxx3
Alpine Group	3629 W MacArthur Blvd Ste 201 Santa Ana, CA 92704	71470xxxx5
Allen, Theresa	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8	the********@r.com							12815
Crown Financial Investment Group	2020 Main St Irvine, CA 92614	94975xxxx6
DFS Capital Management	1951 E Dyer Rd, Ste 338, Santa Ana, CA 92705	71450xxxx3	dch***@d*****************.com
Managed Asset Protection Inc	20301 SW Acacia St Ste 250, Newport Beach, CA 92660	94926xxxx0	dgi*****@m*********.com
Fitzgerald, Dennis	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56279xxxx8	den************@r.com							12830
Drew J. McFarland	3991 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94925xxxx3
New Market Wealth Management	695 Town Center Dr Ste 540, Costa Mesa, CA 92626	65790xxxx9
Zeiger Capital Management Inc	272 Electric Ave, Seal Beach, CA 90740	94975xxxx9	bso*@z*******.com
Golden State Wealth Management	201 Sandpointe Ave #460, Santa Ana, CA 92707	86627xxxx3	ash********@t************.com	4	4
Murdock Wealth Management	155 N Riverview Dr Ste 311, Anaheim, CA 92808	71476xxxx0	cmu***@j******.com
Pacific Investment Management Company	800 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aam*********@p**.com	4.2	17
Elizabeth Connolly - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
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
Tabr Capital Management	500 N State College Blvd Ste 1320, Orange, CA 92868	71470xxxx0	bka*****@t*.net
Sidoxia Capital Management	7451 Latigo Dr, Huntington Beach, CA 92648	94925xxxx2	inf@s*****.com
Seamount Financial Group	738 E Chapman Ave, Orange, CA 92866	71451xxxx0	aar@s**************.com
Pacific Investment Management Company	650 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aam*********@p**.com
Fernandez Financial Advisory	5212 Katella Ave, Los Alamitos, CA 90720	56259xxxx4	dfe*****@f*********.com
Investlinc	13655 S Harbor Blvd, Anaheim, CA 92801	71468xxxx0
Friedman Billings Ramsey & Co	18101 Von Karman Ave Irvine, CA 92612	94947xxxx0	aal***@f.com
City National Bank - Anaheim	2401 East Katella Ave Ste 150 Anaheim, CA 92806	71470xxxx0	ava******@c.com	4	9	3.5	13			5371	151	5900
Irvine Wealth Management	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx0	mat**@i*****.com
Standard Investment Chartered	2801 Bristol St Ste 100 Costa Mesa, CA 92626	71447xxxx0
Rebel Asset Recovery	1008 W Ave M-14 Ste A Palmdale, CA 93551	84449xxxx9	con**@p***********.org
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
Edward Jones - Financial Advisor: Bill Murray	259 S Randolph Ave, Brea, CA 92821	71452xxxx8	a.j*******@e********.com							87631		100000
Edward Jones	12062 Valley View St Ste 118, Garden Grove, CA 92845	71489xxxx0	a.j*******@e********.com
Edward Jones - Financial Advisor: Gregory Day, CFP®\|ChFC®\|CIMA®\|CRPC™	307 Marine Ave Ste 8, Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com							35	3	35
Draper Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94981xxxx0	ant**********@w***************.com
Briteline Financial Service	729 N Harbor Blvd, Fullerton, CA 92832	71452xxxx0	ran@b************.com
Ameriprise Financial Advisors	17822 17th St Ste 102 Tustin, CA 92780	71473xxxx1
Otto, George	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2	geo******@r.com
Prosperity Capital	1700 E Gary Ave Santa Ana, CA 92705	80021xxxx9	joh*****@p************.com									3
Phoenix Real Estate Investment Corp	311 W Cerritos Ave, Anaheim, CA 92805	71422xxxx6
Gg Investment Firm	1912 N Broadway, Santa Ana, CA 92706	71471xxxx5
Dove Investment Research and Management	100 Pacifica Ste 100, Irvine, CA 92618	94929xxxx6
Compass Equity Group	2010 Main St Ste 1220 Irvine, CA 92614	94933xxxx3	cod**************************@c**********.com
Sage Point Financial	23172 Plaza Pointe Dr Ste 110, Laguna Hills, CA 92653	94958xxxx8	dom**@a*********.com							2988	27	3500
GW Financial, Inc.	151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626	85564xxxx9	con**@p*******.com
Inspired Financial	5011 Argosy Ave, Huntington Beach, CA 92649	71497xxxx3	eda**@i**************.biz	5	3					146		171
Ward Mike	931 W 19th St Apt 22, Costa Mesa, CA 92627	94965xxxx6
Triple R Investment Group	3364 E La Palma Ave, Anaheim, CA 92806	76023xxxx0
John Stokes Financial	2040 Main St Ste 570, Irvine, CA 92614	94947xxxx5	inf@j*****************.com
Pierson Wealth Management	245 Fischer Ave Ste A2 Costa Mesa, CA 92626	71421xxxx0
Secured Finance & Investments	575 Anton Blvd Costa Mesa, CA 92626	71461xxxx0
Edward Jones	18426 Brookhurst St Ste 206 Fountain Valley, CA 92708	71496xxxx0	acc********@e********.com							87586		100000
Starcare	130 Newport Center Dr Ste 136, Newport Beach, CA 92660	94970xxxx0	bra**@s*****.net
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
Abs Investment Group	1176 Main St, Irvine, CA 92614	94947xxxx0	a.k*@k***.com
Financial Strategies For Today & Tomorrow- Wealth Management Group	17822 17th St Ste 211, Tustin, CA 92780	71436xxxx4
Granholm Capital Partners	18100 Von Karman Ave Irvine, CA 92612	94929xxxx2
Principal Financial Group	575 Anton Blvd Ste 900, Costa Mesa, CA 92626	65726xxxx0	aar*******@p******.com
Chatterton & Associates, The Wealth Management Team, Inc.	3061 E La Palma Ave, Anaheim, CA 92806	71457xxxx0	ani*@c**********.com
Norannsy Chieuchin - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx9	dan*********@a*.com									131
Topflight Investments	2500 E Imperial Hwy Ste 201-3, Brea, CA 92821	71430xxxx1
Peter Binaski - Raymond James	1 Park Plz, Irvine, CA 92614	94922xxxx2	aar**********@r*********.com
Yousef Jamshidipour - Financial Advisor, Ameriprise Financial Services	1 Park Plz Ste 600, Irvine, CA 92614	94938xxxx6	dns***@a*.com
Royal Alliance Associates Inc	18100 Von Karman Ave, Irvine, CA 92612	94955xxxx0
Merrill Lynch Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94995xxxx0	ale********@m.com
Assi Inc	3 San Joaquin Plz Ste 235, Newport Beach, CA 92660	94971xxxx0
Providence Wealth Management Group - Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Sunita Foley - Raymond James	915 W Imperial Hwy, Brea, CA 92821	71467xxxx2	aar**********@r*********.com
Graystone Investment Corp	8382 Artesia Blvd, Buena Park, CA 90621	71444xxxx6
Praetorian Advisors	2101 E Coast Hwy Ste 200, Corona Del Mar, CA 92625	94976xxxx0	esk****@p**********.com
I M P Financial Services	16505 Brookhurst St, Fountain Valley, CA 92708	71496xxxx3
Edward Jones - Financial Advisor: Gary A Springer	15061 Springdale St Ste 106, Huntington Beach, CA 92649	71489xxxx2	a.j*******@e********.com							86756		98000
Robert Wagoner - Ameriprise Financial Services	17332 Irvine Blvd Ste 125 Tustin, CA 92780	71466xxxx0	dns***@a*.com
M&M Investments	Fountain Valley, CA 92708	71485xxxx7
Umpqua Bank	4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94962xxxx0	ari************@u*******.com	3.2	5			4	1189	50651	669	49000
Northgate Gonzalez Reynoso	230 N Harbor Blvd Store 9, Santa Ana, CA 92703	71426xxxx4	ac@n********.com
McCray Properties	3199 Airport Loop Dr Ste A1 Costa Mesa, CA 92626	71454xxxx8
Windfall Advisors	100 Wilshire Blvd Santa Monica, CA 90401	31040xxxx4	inf@w**************.com			5	11
Edward Jones - Financial Advisor: Mark R Steeber	20422 Beach Blvd, Huntington Beach, CA 92648	71453xxxx7	a.j*******@e********.com
Edward Jones - Financial Advisor: Laura L Schroeder	4945 Yorba Ranch Rd Ste F, Yorba Linda, CA 92887	71477xxxx6	a.j*******@e********.com							87630		100000
Merrill Lynch	4695 MacArthur C3t Ste 1600 Newport Beach, CA 92660	94995xxxx0				2.5	2
Mutual of Omaha® Advisors - Irvine	1 Park Plz Ste 720, Irvine, CA 92614	94985xxxx9	ae.*****@m**********.com
Proactive Realty Investments Inc	1913 17th St Ste 217, Santa Ana, CA 92705	71454xxxx8	ony@p**********.com	2.5	6
Morgan Stanley Wealth Management	2677 N Main St, Santa Ana, CA 92705	71483xxxx1	bri@m********************.com
D & S Investments	3751 S Harbor Blvd, Santa Ana, CA 92704	71443xxxx0
Gene Heino	2552 Walnut Ave Ste 140 Tustin, CA 92780	80096xxxx4	gn@k****.com			4.3	6
Titan Financial	16531 Bolsa Chica St Ste 250, Huntington Beach, CA 92649	71484xxxx3	ant*******@t***********.net
Prosperity Capital	1700 E Garry Ave Ste 202, Santa Ana, CA 92705	80021xxxx9	inf@p*************.com	5	5							3
Richmond, Brian	3010 Old Ranch Pkwy, Seal Beach, CA 90740	56279xxxx7
The Bailey Group	3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740	56279xxxx4	dou******@r.com									67
Charles Schwab	2825 Main St Irvine, CA 92614	94995xxxx9	bil****@s***.com	4.5	10	2.8	21			647170	159	661000
Leaverton Group	4055 E La Palma Ave, Anaheim, CA 92807	71463xxxx2	cer*@c*****.com
Windjammer Capital Investments	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	afa**@w**************.com
American Strategic Capital Inc	4281 Katella Ave Ste 105, Los Alamitos, CA 90720	71452xxxx3
Edelman Financial Engines	3020 Old Ranch Pkwy Ste 100, Seal Beach, CA 90740	83375xxxx3	aar@e********************.com							18469	19
Savino Tax & Investment Advisory Group	4060 Campus Drive, Suite #220, Newport Beach, CA 92660	94974xxxx0
Associated Commercial Brokers	3365 E Miraloma Ave, Anaheim, CA 92806	71498xxxx0	chr@a******.com	4.3	4
Perigon Wealth Management	1130 Roosevelt, Irvine, CA 92620	94926xxxx3	abe**@p**********.com
Palo Capital	31 Ocean Heights Dr, Newport Coast, CA 92657	94971xxxx6
Kairos Investment Management Company Llc	18101 Von Karman Ave, Irvine, CA 92612	94970xxxx8	a@k***.com
Buckingham Asset Management	3 Park Plz, Irvine, CA 92614	94975xxxx7
Canterbury Consulting	660 Newport Center Dr Ste 300, Newport Beach, CA 92660	94972xxxx0	aam**@c*****************.com
Edward Jones - Financial Advisor: Chris Arnaldo	7755 Center Ave Ste 1010, Huntington Beach, CA 92647	71490xxxx6	a.j*******@e********.com							87384		100000
Buziness Management	196 S James St, Orange, CA 92869	94955xxxx3
Dean Investment Inc	9828 Garden Grove Blvd Ste 212, Garden Grove, CA 92844	71463xxxx0
R S Crum Inc	4 Upper Newport Plz Ste 201, Newport Beach, CA 92660	94942xxxx6	car@r***.com	5	4
Nuveen Securities	1 Park Plz, Irvine, CA 92614	94944xxxx0	abc*****@n***.com
Mig Management	660 Newport Center Dr, Newport Beach, CA 92660	94947xxxx0	aco*@m***.com
Tax Smart Investing & Planning	9870 Research Dr, Irvine, CA 92618	71451xxxx8	gsi***@t**************.org									71
First National Capital Corporation	27051 Towne Centre Dr, Foothill Ranch, CA 92610	94970xxxx0	abl*@f*****.com
Confluence Wealth Management Group - Ameriprise Financial Services	780 Roosevelt Ste 214, Irvine, CA 92620	90939xxxx9	cam********@a*.com							16	2
Westmont Investments	130 Newport Center Dr, Newport Beach, CA 92660	94976xxxx7
Impact Wealth Management	300 Spectrum Center Dr Ste 845, Irvine, CA 92618	94950xxxx2	ada*******@w***************.com
Frontier Investments	3366 Via Lido, Newport Beach, CA 92663	94972xxxx0	cro***********@f***.com							3	2	5
Beacon Pointe Advisors	24 Corporate Plaza Dr, Newport Beach, CA 92660	94971xxxx0	abh***@b*******.com							228	36	234
Pathway Financial Management	12661 Hoover St, Garden Grove, CA 92841	71479xxxx0
Contract Management Strategies	16355 Laguna Canyon Rd, Irvine, CA 92618	94972xxxx2	bwo@c*********.com
Spectrum Capital Investment Group Inc	9911 Irvine Center Dr Ste 100, Irvine, CA 92618	94978xxxx9	ben@s********************.com
Leisure Capital Management	650 Town Center Dr Costa Mesa, CA 92626	71438xxxx0	awe*@l***********.com
Benchmark Wealth Management	2300 E Katella Ave Ste 400, Anaheim, CA 92806	71463xxxx3	ben****@l.com									122
Concord Investment Council	9259 Research Dr, Irvine, CA 92618	94985xxxx0	inf@m********************.com							52	2	53
Orange County Realty Investors	500 S Main St Ste 550, Orange, CA 92868	71454xxxx0
B W & Associates Inc	3111 N Tustin St Ste 215, Orange, CA 92865	71499xxxx7	bon*@b***************.com
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
Edward Jones - Financial Advisor: Zachary T Alario, CFP®	250 Newport Center Dr Ste 206, Newport Beach, CA 92660	94964xxxx0	a.j*******@e********.com									143
Anchor Capital Management Group	15 Enterprise Ste 450, Aliso Viejo, CA 92656	80029xxxx3	den*@a***********.com
Pacific Southwest Financial	4590 Macarthur Blvd Ste 345, Newport Beach, CA 92660	94929xxxx1	ada******@c*************.com
Edward Jones - Financial Advisor: Brandon Dunn	135 S State College Blvd Ste 360, Brea, CA 92821	71425xxxx9	acc********@e********.com							87630		100000
Raymond James Financial Services	2701 W Coast Hwy, Newport Beach, CA 92663	94963xxxx2
American Liberty	19000 Macarthur Blvd, Irvine, CA 92612	94962xxxx8	aar@a************.com							922714		79
Leasco Investments	2755 Bristol St Costa Mesa, CA 92626	71455xxxx0	col***@l***.net
Balanced Wealth Management	9 Orchard, Lake Forest, CA 92630	94967xxxx7	chu@b**************.com
Belcourt Investments Inc	513 30th St, Newport Beach, CA 92663	94972xxxx0
Calabrese Ray M Cfp	1439 E Chapman Ave Orange, CA 92866	71453xxxx5
Remeo Realty	2130 Main St Ste 210, Huntington Beach, CA 92648	71437xxxx6	ld@r**********.com					5	7	811	3	830	5	3
Citivest Inc	4340 Von Karman Ave Ste 110, Newport Beach, CA 92660	94947xxxx0	ama****@c********.com							182	2	186
Edward Jones - Financial Advisor: Imran Lakhany	6 Centerpointe Dr Ste 780, La Palma, CA 90623	71499xxxx5	acc********@e********.com							87384		100000
Victoria Barbisan - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx2	dns***@a*.com							58		58
Petra Chien	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx9	acc**********@f**********.com
Social Security Whitepaper	123 Main St Irvine, CA 92612	94966xxxx6
Gary Lutwen - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx5	dns***@a*.com
RBC Wealth Management Branch - Newport Beach	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
Morgan Stanley Wealth Management	19000 Macarthur Blvd, Irvine, CA 92612	94964xxxx2	inf@m********************.com
Breaux & Perrin	17662 Irvine Blvd Tustin, CA 92780	71473xxxx9
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
Conrad Management Corp	151 Kalmus Dr, Costa Mesa, CA 92626	94958xxxx0
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
Fitzgerald, Dennis	3010 Old Ranch Pkwy, Seal Beach, CA 90740	56279xxxx8	den************@r.com
Jennett David J	2222 Martin Ste 250, Irvine, CA 92612	94983xxxx6
Seamount Financial Group, Inc.	738 E Chapman Ave Orange, CA 92866	80075xxxx6	aar@s**************.com
David Pearl - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx6	dav********@a*.com							136	3	136
Raymond James	660 Newport Center Dr Ste 570, Newport Beach, CA 92660	94964xxxx0
Securities America	23832 Rockfield Blvd Ste 135, Lake Forest, CA 92630	94985xxxx1	aad******@s**************.com
SNR VENTURES INC	14271 Jeffrey Rd, Irvine, CA 92620	94924xxxx1
Newport Assets Inc	14 Corporate Plaza Dr, Newport Beach, CA 92660	94975xxxx3
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
Morgan Stanley Wealth Management	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56290xxxx0	acm*********@m**********.com
Pinnacle Realty & Investment	18500 Von Karman Ave Ste 540, Irvine, CA 92612	94922xxxx9
Orange Management	1352 Irvine Blvd Tustin, CA 92780	71450xxxx0
Edward Jones - Financial Advisor: Chelsea M Peterson	949 S Coast Dr Ste 180, Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							73		74
My Future Plan	3401 W Sunflower Ave Ste 100 Santa Ana, CA 92704	94977xxxx4	eli************@g**.com
Main Management Company	18700 Main St, Huntington Beach, CA 92648	71491xxxx0
R & B Investment	1762 San Juan St Apt 10 Tustin, CA 92780	71473xxxx9
Silver Lake Investments	1303 Avocado Ave, Newport Beach, CA 92660	94970xxxx4
Banta Asset Management LP	517 30th St, Newport Beach, CA 92663	94967xxxx4	inf@b******************.com
Sagent Capital	4675 Macarthur Ct Ste 1270, Newport Beach, CA 92660	94975xxxx7
Kava Ventures	12842 Newport Ave Apt 9, Tustin, CA 92780	71486xxxx5
Mauri D Hendrickson - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx3	dns***@a*.com
Louis Arlow - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Richland Investment	4100 Newport Place Dr Ste 800, Newport Beach, CA 92660	94926xxxx0	ann***@r****************.com
Bridgeport Investment Co	14841 Yorba St Ste 205, Tustin, CA 92780	71450xxxx5
Financial Growth Management	17871 Santiago Blvd Ste 224, Villa Park, CA 92861	71424xxxx0	hel@f********.com
T J Team Investment Co	3544 E Woodbine Rd, Orange, CA 92867	71499xxxx2
South Coast Investment Advisors	5140 Birch St, Newport Beach, CA 92660	94982xxxx5	ale*****@a***************.com
TD Ameritrade	17909 MacArthur Blvd Irvine, CA 92614	94922xxxx0	aam*********@t*********.com			1.7	17			393044		400000
Edward Jones - Financial Advisor: Jonathan Lien	16485 Laguna Canyon Rd Ste 255, Irvine, CA 92618	94975xxxx7	a.j*******@e********.com							87631		100000
Southern California Coins	640 El Camino Real Tustin, CA 92780	65724xxxx4	d_j@d**********************.business			4.5	26
Redwood Financial	3140 Red Hill Ave Costa Mesa, CA 92626	71475xxxx0
Fbr And Company	18101 Von Karman Ave, Irvine, CA 92612	94947xxxx0	aal***@f.com
Olivieri David Cfp	23201 Mill Creek Dr, Laguna Hills, CA 92653	94958xxxx9
Turner Denise	160 E Yorba Linda Blvd, Placentia, CA 92870	71498xxxx2
Laguna Wealth Advisors, LLC	120 Vantis Dr Ste 300, Aliso Viejo, CA 92656	94946xxxx6	inf@l**********.com
Robbins Investment Group	2446 Heliotrope Dr, Santa Ana, CA 92706	71476xxxx3	dam@r*******************.llc
Thomas Seaman Co	3 Park Plz Ste 550, Irvine, CA 92614	94922xxxx1	ali*@t*********.com										5	1
Laynie Johnson - Financial Advisor, Ameriprise Financial Services	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94943xxxx9	dns***@a*.com							320		356
New Pathway	2160 Barranca Pkwy Ste 1076 Irvine, CA 92606	94977xxxx8
Sierra Investment Group	550 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4
Dennis Fitzgerald - RBC Wealth Management Financial Advisor	3010 Old Ranch Pkwy Ste 440, Seal Beach, CA 90740	56279xxxx8	den************@r.com							14721		16000
Capstone Partners Financial Insurance Services	4695 MacArthur Ct Ste 1000 MassMutual Financial Group Newport Beach, CA 92660	94966xxxx7		3.5	4	3	2
Joshua S Wyper - Wyper Wealth Management	17671 Irvine Blvd Ste 115 Tustin, CA 92780	71479xxxx1	jos*@w******************.com			5	1
Edward Jones - Financial Advisor: Dwight L Beasley Jr	16400 Pacific Coast Hwy Ste 107, Huntington Beach, CA 92649	71437xxxx0	a.j*******@e********.com							85136		80
Val-Chris Investments	2601 Main St Ste 400 Irvine, CA 92614	94925xxxx0	inf@p******************.com			3.6	17					312
Irvine Wealth Management and Financial Planning	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94970xxxx3	bla@i*********.com
Edward Jones - Financial Advisor: Jonathan Lien	23101 Lake Center Dr Ste 340, Lake Forest, CA 92630	94969xxxx3	a.j*******@e********.com							87631		100000
Regal Wealth Group	12501 Seal Beach Blvd Ste 280, Seal Beach, CA 90740	56279xxxx9	ama**@r*************.com
Edward Jones Investments	45 Tulare Dr, Aliso Viejo, CA 92656	94933xxxx2	a.j*******@e********.com							87631		100000
Fisher Investments	20 Pacifica Ste 630, Irvine, CA 92618	94977xxxx0	a.b******@f.com							161290	609	158000
Circle Vision	1006 Segovia Cir, Placentia, CA 92870	71463xxxx9
Stewart, Maddy, AGT	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	dav***********@r.com									54
Pacific Coast Invesments And Management	18552 Macarthur Blvd, Irvine, CA 92612	94972xxxx0
Belle Investment Corporation	1752 Langley Ave, Irvine, CA 92614	94986xxxx3
Pacific Investment Research	942 E Chapman Ave Orange, CA 92866	71473xxxx8	chi@p**********************.com		3			5	5			507
Equity Star	620 Newport Center Dr Fl 11th, Newport Beach, CA 92660	94949xxxx0
Cornerstone Real Estate Investment Services	1 City Blvd W Ste 870, Orange, CA 92868	71493xxxx1	538***********************************@w***************.com		36
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
Edward Jones - Financial Advisor: Wesley J. Cummings	1467 N Wanda Rd Ste 175, Orange, CA 92867	71494xxxx3
Morgan Stanley	6700 E Pacific Coast Hwy Ste 110, Long Beach, CA 90803	56290xxxx3	acc********@m**********.com
Buchanan Street Partners	620 Newport Center Dr, Newport Beach, CA 92660	94972xxxx5	ade**@b***********.com	3.3	3
Securities America INC	2619 E Palmyra Ave, Orange, CA 92869	71499xxxx6	aar******@s**************.com
Ayzar Inc.	1524 Brookhollow Dr Suite B, Santa Ana, CA 92705	71466xxxx9	and@a******.com	4	1
APM Orange County	11770 Warner Ave Ste 117, Fountain Valley, CA 92708	71442xxxx0	apm**************@p****.above										4	4
The Householder Group	1440 N Harbor Blvd Ste 800, Fullerton, CA 92835	71444xxxx4	amc*********@h*************.com
Peters, Michael T, CPA	1551 N Tustin Ave Ste 1000, Santa Ana, CA 92705	71454xxxx0	a.j**@r****.com							140	8	205
Edward Jones - Financial Advisor: Nasar Aboubakare	5952 Warner Ave, Huntington Beach, CA 92649	71484xxxx8
Schindler Investment Group	17284 Newhope St Fountain Valley, CA 92708	80052xxxx3
Freedom Investment Corp	770 N Tustin St, Orange, CA 92867	71460xxxx2
Wilmington Trust	650 Town Center Dr, Costa Mesa, CA 92626	31030xxxx0	aam**@w************.com
Edward Jones	2223 E Wellington Ave Ste 310, Santa Ana, CA 92701	71454xxxx2
Ameriprise Financial Advisors	2 Park Plz Irvine, CA 92614	94933xxxx0				1	1
Check Capital Management	575 Anton Blvd 3rd Fl, Costa Mesa, CA 92626	71464xxxx9	aeb***@c*********.com									26
Edward Jones - Financial Advisor: Hooman Karbasion, CFP®	25201 Paseo De Alicia Ste 145, Laguna Hills, CA 92653	94972xxxx8	a.j*******@e********.com
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
Nozomi & Kelsey Milanovic	16282 E Main St Tustin, CA 92780	94997xxxx3
Edward Jones - Financial Advisor: Lee Norton	17822 17th St Ste 405 Tustin, CA 92780	71483xxxx6	acc********@e********.com			4.4	7					148
Vasco Assets	2024 Quail St, Newport Beach, CA 92660	94967xxxx0	ari@v**********.com	5	79
Great Far East	7700 Irvine Center Dr, Irvine, CA 92618	94958xxxx9	c18***************************@s***.wixpress
Van Dyke Inc Investment & Wealth Management	18377 Beach Blvd Ste 326, Huntington Beach, CA 92648	71437xxxx0
CentrePoint Financial Services	3151 Airway Ave Costa Mesa, CA 92626	94920xxxx1	sup**@o***********.com	1	1	1	1
Tom Sciara’s Financial Planning & Business Solutions	Irvine, CA 92604	92587xxxx6				5	2
Edward Jones - Financial Advisor: Jason D Orsini	1370 Brea Blvd, Fullerton, CA 92835	71499xxxx3	a.j*******@e********.com							87631		100000
Pacifica Investments	Orange, CA 92868	71460xxxx7
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
Interpacific Asset Management	5505 Garden Grove Blvd Ste 150, Westminster, CA 92683	71489xxxx4	aod****@i*************.com
Pinnacle Strategies Insurance and Financial Services, LLC	211 W Warner Ave, Santa Ana, CA 92704	71426xxxx1	bro@c*****.com
JST Investment Consulting, Inc.	3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740	56299xxxx8
Hendries Wealth Management	7777 Center Ave Ste 120, Huntington Beach, CA 92647	71479xxxx4	pri**************@n*********.net
Crystal Cove Advisors Inc	1101 Dove St Ste 120, Newport Beach, CA 92660	94938xxxx0	abu@d***************.com
Umpqua Bank Home Lending	4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94987xxxx2	aar*******@u*******.com					4	1189	50650	669	49000
Everguard.ai	100 Spectrum Center Dr, Irvine, CA 92618	87721xxxx7	car**@e******.ai									132
Zeiger Capital Management Inc	2192 Martin Ste 145, Irvine, CA 92612	94975xxxx9
KPP Financial	18575 Jamboree Rd Ste 600 Irvine, CA 92629	80055xxxx1	ary@k*********.com			4	4
Edward Jones - Financial Advisor: Daniel W Verdugo	790 The City Dr S Ste 430, Orange, CA 92868	71446xxxx6	a.j*******@e********.com									30
Cruttenden Partners	Serving theSanta Ana Area	94939xxxx0
Edward Jones - Financial Advisor: Scott P Smith	16454 Bolsa Chica St, Huntington Beach, CA 92649	71437xxxx0	a.j*******@e********.com							85136
Faris Lee Investments	18301 Von Karman Ave Ste 800 Irvine, CA 92612	94922xxxx0	asa***@f*****.com			2.5	2
Edward Jones	3230 E Imperial Hwy Ste 175, Brea, CA 92821	71499xxxx4	a.j*******@e********.com							87631		100000
Regal Capital Investment	17777 Main St Ste D2 Irvine, CA 92614	94922xxxx5				1	5
Wirth Financial & Insurance Services	17941 Mitchell S Ste C Irvine, CA 92614	94985xxxx5	tea@l*******.com	5	2
Svl Holding Corp	1620 N Placentia Ave, Placentia, CA 92870	71498xxxx2	inf@s***********.com
Capital Equity Inc.	1432 Edinger Ave Ste 130, Tustin, CA 92780	71425xxxx7	goc**********@a.com							374		375
GTMC Consulting Services	17280 Newhope St Ste 14 Fountain Valley, CA 92708	71488xxxx8
Flagstar Bank	19700 Fairchild Ste 146, Irvine, CA 92612	94985xxxx0	a.d****@f*****.com	1.5	2
Edward Jones - Financial Advisor: Eric W Connella, AAMS™	23601 Moulton Pkwy Ste D, Laguna Hills, CA 92653	94946xxxx4	a.j*******@e********.com							87631		100000
Caliber Aquisitions	1420 E Edinger Ave Santa Ana, CA 92705	71455xxxx7	jag**@o****.com
Cruttenden Partners	4600 Campus Dr Ste 110, Newport Beach, CA 92660	94939xxxx0	cor@c***************.com
Signature Resources	19900 Macarthur Blvd, Irvine, CA 92612	94993xxxx0	ahj*@f***********.com
Andraca Investment Property Inc	2900 S Harbor Blvd, Santa Ana, CA 92704	71454xxxx8
Insight Financial Advisors	400 N Tustin Ave Ste 250, Santa Ana, CA 92705	71454xxxx0	con**@i******.com
GCI Advisors Inc.	Serving theSanta Ana Area	94947xxxx0	agi***@g********.com
Securities America Inc	4000 Westerly Pl Ste 245, Newport Beach, CA 92660	94947xxxx6	aad******@s**************.com
Tryon Company	18022 Cowan Ste 200B, Irvine, CA 92614	94933xxxx9
Blanco Investments	3197 Airport Loop Dr Costa Mesa, CA 92626	71443xxxx6
Private Asset Management.	3200 S Bristol St Ste 625 Santa Ana, CA 92704	71455xxxx0	a.-@p****.com
Independent Capital Management	17011 Beach Blvd Ste 650, Huntington Beach, CA 92647	71484xxxx7	gil@i*****.net							571		622
song que realty & prop mgmt	Po Box 9803, Fountain Valley, CA 92728	71484xxxx5
IWM Partners	3 Park Plz Ste 1490 Irvine, CA 92614	71479xxxx1	ahe*****@i********.com		5	5	3
McLachlan Investment Co	1936 E Deere Ave, Santa Ana, CA 92705	94983xxxx0
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
James Sams - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx9	dan*********@a*.com
McBride Investment Services	17222 Coriander Ct, Yorba Linda, CA 92886	71499xxxx7
Orange Management Co	1352 Irvine Blvd, Tustin, CA 92780	71450xxxx0	aal******@o*******.com
Edward Jones - Financial Advisor: Zubeen Tukina	3010 Old Ranch Pkwy Ste 340, Seal Beach, CA 90740	90954xxxx8	a.j*******@e********.com							87384		100000
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
Travis Combe - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx5	dan*********@a*.com									66
Richmond, Brian	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56279xxxx7	rbc*******@r.com							12830
Morgan Stanley Wealth Management	2040 Main St Ste 600, Irvine, CA 92614	94980xxxx0	aar*********@m*********************.com
Secured Income Group	17592 E 17th St Ste 100 Tustin, CA 92780	71487xxxx0	cus**********@m**********.com
Schultz, Robert	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx5	wms********@r.com							12815
Lenders Investment Corp	2755 S Bristol St, Santa Ana, CA 92704	71454xxxx7
Urban Street Ventures	Newport Beach, CA 92660	80050xxxx1	inf@u*****.com			5	6			345		375
Sterk Investments Inc	600 City Pkwy W Ste 200, Orange, CA 92868	71493xxxx0
Sierra Asset Management	2525 Ocean Blvd, Corona Del Mar, CA 92625	94966xxxx4
Edward Jones	6813 Quail Hill Pkwy, Irvine, CA 92603	94982xxxx7	a.j*******@e********.com							87631		100000
Securities America	200 S A St, Tustin, CA 92780	71466xxxx1	aar******@s**************.com
Morgan Stanley Wealth Management	300 Spectrum Center Dr Ste 800, Irvine, CA 92618	94934xxxx0
Edward Jones - Financial Advisor: Matthew P Adragna	17528 Yorba Linda Blvd, Yorba Linda, CA 92886	71457xxxx7	a.j*******@e********.com							87384		100000
I M G Capital Markets	2030 Main St Irvine, CA 92614	94926xxxx1
Edward Jones - Financial Advisor: Nate Forrest, CPWA®\|AAMS™	377 E Chapman Ave Ste 120, Placentia, CA 92870	71457xxxx6	a.j*******@e********.com							87630		100000
Edward Jones - Financial Advisor: Nick Peterson, CRPS™	940 S Coast Dr Ste 250, Costa Mesa, CA 92626	71448xxxx9	a.j*******@e********.com									226
Atlantic Trust	4675 Macarthur Ct Ste 1150, Newport Beach, CA 92660	94966xxxx0	a.n****@a**********.com
American Gateway Regional Centers	160 N Riverview Dr, Anaheim, CA 92808	71431xxxx1	inf@a*****.com
Ward Investment Co	2110 Newport Blvd, Costa Mesa, CA 92627	94964xxxx0
BFS Wealth Management	2040 Main St, Irvine, CA 92614	71428xxxx6	adm@b*.com							29		37
Hughes Westbrook Insurance	17220 Newhope St Ste 116, Fountain Valley, CA 92708	71454xxxx0	gre***@h***.com		85
Clearvue Capital	901 Dove St, Newport Beach, CA 92660	94929xxxx0	csa**@c*********.net
Primevest Financial	15343 Culver Dr, Irvine, CA 92604	94926xxxx1		3.2	9
Edward Jones	2010 Main St Ste 310 Irvine, CA 92614	94975xxxx8	a.j*******@e********.com			5	1			87631		100000
Fidelity Investments Investor Center	2211 Michelson Dr Irvine, CA 92612	80033xxxx9	a61**@f*****.com			2.7	19
Sandeep Madhavan - Ameriprise Financial Services	14771 Plaza Dr Ste M Tustin, CA 92780	94925xxxx5	cry**********@a*.com	5	1					230		233
Laynie Johnson - Ameriprise Financial Services	17875 Von Karman Ave Ste 150 Irvine, CA 92614	94975xxxx0	dns***@a*.com							320		356
Edward Jones	485 E 17th St Ste 100, Costa Mesa, CA 92627	94972xxxx4	a.j*******@e********.com							110		111
California National Bank 016	5767 E Pacific Coast Hwy, Long Beach, CA 90803	56271xxxx0	aar**********@u***.com							345636	5336	348000
Pentagon A Investments	17872 Mitchell N Irvine, CA 92614	94947xxxx9
Durkee Investments	18100 Von Karman Ave Ste 850 Irvine, CA 92612	83334xxxx1
Blake Rose - Pinnacle Strategies	3211 W Warner Ave Santa Ana, CA 92704	71426xxxx1
Ash & Sha Investment & Propertys	202 Fashion Ln, Tustin, CA 92780	71483xxxx6
Schultz Richard	1171 Appian Way, Santa Ana, CA 92705	71473xxxx8
Sunstone Management	18881 Von Karman Ave #500, Irvine, CA 92612	94977xxxx4	ali****@s***************.com	4.1	8
PacificWest Asset Management	3191 Airport Loop Dr # D, Costa Mesa, CA 92626	71443xxxx0	ame**@p********.cc	1.8	10
Donald E Torres - Private Wealth Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Maxim Capital Advisors Inc.	9160 Irvine Center Dr Ste 201, Irvine, CA 92618	94974xxxx3	inf@m******************.com
Duckworth & Mehner	3189 Pullman St Costa Mesa, CA 92626	71443xxxx0
Padilla Hofland Finacial Services Group	1910 Saint Andrews Dr, Seal Beach, CA 90740	56259xxxx4	aar**********@r*********.com
Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx1	acm*********@m**********.com
T&T Capital Management	2211 Michelson Dr, Irvine, CA 92612	80588xxxx0	cam********@t*************.com	4	1			5	11			208
Edward Jones	18002 Irvine Blvd Ste 102, Tustin, CA 92780	71468xxxx1	a.j*******@e********.com							158	6	157
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
OAC Holdings	Serving theSanta Ana Area	90927xxxx5
Researchdx	13766 Alton Pkwy, Irvine, CA 92618	51033xxxx7	aav**@r*******.com
Number 1 Insurance	17111 Beach Blvd Ste 103, Huntington Beach, CA 92647	71484xxxx0	inf@n********.com	4.9	518								5	1
Bancorp Familiar	2024 N Broadway Ste 200, Santa Ana, CA 92706	71454xxxx0
Klein, Martin	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	mar*******@r.com									157
T N Investments Group, LLC	17220 Newhope St, Fountain Valley, CA 92708	71443xxxx4											1	3
LLC Cimco	250 Fischer Ave, Costa Mesa, CA 92626	71436xxxx0
Ihsv-Inc	2361 Campus Dr, Irvine, CA 92612	94961xxxx8	ihs*******@c***********.com
Edward Jones - Financial Advisor: Ken Whittenbury, CFP®	6 Centerpointe Dr Ste 780, La Palma, CA 90623	71499xxxx5	a.j*******@e********.com							113		113
Systematic Financial Management	500 Newport Center Dr, Newport Beach, CA 92660	94971xxxx1	apa*@s**.com
Cimco	3303 Harbor Blvd, Costa Mesa, CA 92626	71436xxxx0	joh@c********.com
Merrill Lynch Wealth Management	3010 Old Ranch Pkwy 1st Fl, Seal Beach, CA 90740	56249xxxx0	ale********@m.com
The Phillips Group	2300 E Katella Ave Ste 405 Anaheim, CA 92806	71466xxxx1	bil**@p*************.com			4.6	34
Alin Worldwide Investments	555 Ancon Blvd Suite 150, Costa Mesa, CA 92626	71426xxxx0
SBL \| Commercial Investments and Management	790 The City Dr S, Orange, CA 92868	71466xxxx8
Securities America Inc	760 N Euclid St, Anaheim, CA 92801	71452xxxx0	aad******@s**************.com
CIBC Private Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94966xxxx0	acc*****@c*.com							2120		2200
Investment Development Services	2915 Red Hill Ave, Costa Mesa, CA 92626	71443xxxx4
TNL Car Title Loans	6621 E Pacific Coast Hwy Ste 200, Long Beach, CA 90803	56285xxxx5	3ce***********************************@w***************.com
USA Asset Management	19200 Von Karman Ave Ste 500, Irvine, CA 92612	94922xxxx6
Kost Investment Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx9	the*******@r.com							80	8	83
Saatchi Investment Corporation	14200 Culver Dr, Irvine, CA 92604	94973xxxx6
Financial Research Group	4500 Campus Dr Ste 135, Newport Beach, CA 92660	94975xxxx0
Fairmont Capital Inc	3350 E Birch St, Brea, CA 92821	71452xxxx0
TFC Credit Services	3941 S Bristol St Ste D-147 Santa Ana, CA 92626	80088xxxx2	adr*@c**.com
Atomi Financial Group	20 Executive Park Ste 120 Irvine, CA 92614	88853xxxx4	baf***************************@s***.wixpress			5	1
Life Design Financial	1400 N Harbor Blvd Ste 525, Fullerton, CA 92835	71473xxxx1	sco**@l****************.com
Solomon Financial Mortgage & Realty	3400 Irvine Ave Ste 221 Newport Beach, CA 92660	71440xxxx4	dav@s*******.com			5	2
Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services	333 City Blvd W 3rd Fl, Orange, CA 92868	81826xxxx0	dns***@a*.com									34
Homes For Sale Near Anaheim Area Group	1371 S Walnut St Unit 3202, Anaheim, CA 92802	71485xxxx5
Morgan Stanley Wealth Management	660 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94971xxxx0
AccuCheck Insights	Irvine, CA 92620	71435xxxx2
Hankey Investment Company	2125 Westcliff Dr, Newport Beach, CA 92660	94954xxxx1	a.g@h**.com
James Owens - Morgan Stanley	2677 N Main St # 1000, Santa Ana, CA 92705	71464xxxx5	acc********@m**********.com
Barth Financial Advisors, Llc	333 City Blvd W, Orange, CA 92868	71470xxxx6
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
David Findeisen - First American Title	2 First American Way Santa Ana, CA 92707	94923xxxx3
The Napoli and Whitney Group	2405 Mccabe Way Ste 100, Irvine, CA 92614	94942xxxx5	3b6***********************************@w***************.com							36339		34000
Tarbox Family Office	500 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	bri@t***.com
Lufon Investments	17822 17th St Ste 212, Tustin, CA 92780	71422xxxx9	a.j*******@e********.com							85136
Andy Kaiser, MSF - Matthews Real Estate Investment Services	3200 Park Center Dr Ste 520 Costa Mesa, CA 92626	94966xxxx2	aid***********@m*****.com							647	17	762
Edward Jones - Financial Advisor: Lee Norton, RICP®\|AAMS™	17822 17th St Ste 405, Tustin, CA 92780	71483xxxx6	a.j*******@e********.com									147
Createnu	Los Angeles, CA 92612	21329xxxx8	ati@c*******.com			5	2
Linda L Wallace Fraser Financial Group	6621 E Pacific Coast Hwy Ste 220, Long Beach, CA 90803	56259xxxx9
Strategic Equity Group	6 Hutton Centre Dr Ste 860 Santa Ana, CA 92707	71444xxxx3	ckr**@s**.com
Poole, Michael	500 Newport Center Dr, Newport Beach, CA 92660	94976xxxx4	ban********@e**.bankofamerica
Pacific Park Financial Inc	101 Columbia, Aliso Viejo, CA 92656	94959xxxx4	gar@m***********.com
Aegis Asset Management Inc	2331 W Lincoln Ave, Anaheim, CA 92801	71463xxxx0
Edward Jones - Financial Advisor: Markus Wong	5410 Trabuco Rd Ste 110, Irvine, CA 92620	94955xxxx9	a.j*******@e********.com							87384		100000
He & Chen Investment	1221 W Alton Ave, Santa Ana, CA 92707	94920xxxx6
Immensity Group	5000 Birch St Ste 3000 Newport Beach, CA 92660	86643xxxx3	ale@i***********.com			5	7
555 Capital Advisors, LLC	555 Anton Blvd Suite 150, Costa Mesa, CA 92626	94932xxxx5	aar*@5***************.com
Envision Financial	18101 Von Karman Ave, Irvine, CA 92612	71424xxxx0	aam*******@e*.com
Associates Asset Management	20101 SW Birch St, Newport Beach, CA 92660	71467xxxx3	bid**@a******.com
Morgan Stanley Wealth Management	1901 Main St Ste 800, Irvine, CA 92614	94995xxxx0	acm*********@m**********.com
Fabian Wealth Strategies Inc	3070 Bristol St Ste 610, Costa Mesa, CA 92626	71466xxxx3
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
Victory Vault Investments	2340 N Grand Ave, Santa Ana, CA 92705	71436xxxx5	vic*********************@g**.com
BanCorp Realty	2102 Business Center Dr, Irvine, CA 92612	94920xxxx9	b.g****@b**********.com										5	2
Duval Management Inc	4630 Campus Dr, Newport Beach, CA 92660	94926xxxx4
Edward Jones	2842 E Chapman Ave, Orange, CA 92869	71463xxxx1	a.j*******@e********.com							85136
Clay Northam Wealth Management	3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740	56279xxxx7	bcl@c********.com
Integrity Financial Advisory	10101 Slater Ave Ste 250, Fountain Valley, CA 92708	71437xxxx8	adm@i********.com
Securities America Inc	1300 N Bristol St Ste 285, Newport Beach, CA 92660	94975xxxx0	aad******@s**************.com
Alpha Cubed Investments	450 Newport Center Dr Ste 440, Newport Beach, CA 92660	94970xxxx3	alp@a******************.com
Merrill Lynch Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx0	ale********@m.com	4	4
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
Investors Realty & Management Inc	1151 Dove St, Newport Beach, CA 92660	94983xxxx4
Edward Jones	311 Main St, Seal Beach, CA 90740	56259xxxx0	a.j*******@e********.com							85136
CIBC Private Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94988xxxx0	alb*********@c*.com							2118		2200
Perla Capital Group	4 Park Plz Ste 1240, Irvine, CA 92614	94925xxxx7
Registry Capital Corporation	2350 Main St Irvine, CA 92614	94983xxxx0
Sunlan Corporation	8102 E Santa Cruz Ave, Orange, CA 92869	71428xxxx4
Allen & Caron Inc	2151 Michelson Dr Ste 120, Irvine, CA 92612	94947xxxx0	and*@a*******.com
Mason Asset Management	2030 Main St Irvine, CA 92614	94938xxxx0
Buffalo Capital Corporation	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94947xxxx9	jdo@b************.com
Special Asset Management	5661 Beach Blvd, Buena Park, CA 90621	94949xxxx3
Cintia Diamond Consulting LLC	1651 E 4th St Ste 225 Santa Ana, CA 92701	94920xxxx6	inf@c*********************.com			5	2
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
Edward Jones - Financial Advisor: Omar Houssainy	23046 Avenida De La Carlota, Laguna Hills, CA 92653	94936xxxx4	a.j*******@e********.com							85136
David Tipple-Financial Advisor	12976 Main St, Garden Grove, CA 92840	71446xxxx4	aab**@b**********.com		12					40840	176	41000
Edward Jones	180 E Main St, Tustin, CA 92780	71457xxxx9	a.j*******@e********.com							85136
World Financial Group	1835 W Orangewood Ave Orange, CA 92868					1.6	14
Chi Luu - First Financial Security	2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704	71468xxxx2	chi@f**********.com	5	2	5	18
Rennie & Associates	1608 Galaxy Dr, Newport Beach, CA 92660	94965xxxx2
Equico	575 Anton Blvd Ste 1100, Costa Mesa, CA 92626	71432xxxx0
Pacific Sun Financial Corp	95 Argonaut, Aliso Viejo, CA 92656	94971xxxx6	adm@p************.com
Insight Investment	600 City Pkwy W Ste 500 Orange, CA 92868	71493xxxx0
McCarthy Wealth Management	3300 Irvine Ave, Newport Beach, CA 92660	71424xxxx1	inf@m*********.com									294
Level Four Group	1920 Main St Ste 1090, Irvine, CA 92614	94977xxxx1	aha*@l***************.com
US Business Funding	1 MacArthur Pl, Santa Ana, CA 92707	94946xxxx0	aar*****@u****.com					4.9	341	4517	84	4600			4.5	6
Sperry Van Ness	18881 Von Karman Ave Ste 800, Irvine, CA 92612	94970xxxx0	aar******@s.com							1207	5
Yaltin Investments	6 Monterey Cir, Corona Del Mar, CA 92625	94972xxxx0
Sage Mint Wealth	2600 Michelson Dr Ste 950 Irvine, CA 92612	71493xxxx0	inf@s************.com			5	1
Consolidated Capital Investments	250 N Golden Cir Dr #100, Santa Ana, CA 92705	71454xxxx0	5ff***********************************@w***************.com
Investment Properties II	3146 Red Hill Ave, Costa Mesa, CA 92626	71497xxxx0	bfe****@i*****************.com
Wcm Investment Management	23702 Birtcher Dr, Lake Forest, CA 92630	94938xxxx0	aar@w******.com
Mcl Financial Group	1851 E 1st St Ste 150 Santa Ana, CA 92705	71483xxxx1
Trilogy Financial Services Inc.	2601 Main St Ste 200, Irvine, CA 92614	94922xxxx5	adm@t******.com
Chariots Empire Investments, Inc.	2030 Main St, Irvine, CA 92614	87758xxxx6
Edward Jones - Financial Advisor: Louis W Rizzacasa	790 The City Dr S Ste 430, Orange, CA 92868	71446xxxx6
LBA Realty	3347 Michelson Dr, Irvine, CA 92612	30370xxxx4	aa.*******@l******.com
Yhc Wealth Management Group	18396 Brookhurst St, Fountain Valley, CA 92708	71496xxxx0	pgb****@w****************.com							199	5	205
Millennium Brokerage Group	2670 N Main St Ste 240 Santa Ana, CA 92705	71456xxxx1
Integrative Financial Management - Ameriprise Financial Services	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx2	bri*********@a*.com							73		77
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
Sierra Asset Management	2699 White Rd, Irvine, CA 92614	94966xxxx4	con**@s*****.com
Henry, Daniel S	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8
Edward Jones - Financial Advisor: Brian K Clark	1467 N Wanda Rd Ste 175, Orange, CA 92867	71494xxxx3	a.j*******@e********.com							85274
Strategic Financial Group	18191 Von Karman Ave Ste 100, Irvine, CA 92612	94962xxxx0
Financial Growth Management Inc	1421 N Wanda Rd, Orange, CA 92867	71463xxxx4	3d5***********************************@w***************.com
Des Financial Group	3000 E Birch St, Brea, CA 92821	71457xxxx0	dsw*@d**************.com
Robert M. Densmore	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx9
Halbrook MacDonald Wealth Management Team	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
Edward Jones - Financial Advisor: Markus Wong	250 Newport Center Dr Ste 206, Newport Beach, CA 92660	94964xxxx0	a.j*******@e********.com							72		74
Judy Kim - Financial Advisor, Ameriprise Financial Services	780 Roosevelt Ste 214, Irvine, CA 92620	90939xxxx9	cam********@a*.com		15
Stamper Capital & Investments Inc	2721 E Coast Hwy Ste 205, Corona Del Mar, CA 92625	94967xxxx7	sep********************@r**********.com
Legacy investments	2320 Harbor Blvd # 200, Costa Mesa, CA 92626	88861xxxx1
Yosemite Capital Mangagement	17822 17th St, Tustin, CA 92780	71473xxxx0
Royal Alliance Assoc Inc	12377 Lewis St Ste 102, Garden Grove, CA 92840	71475xxxx9
The Davis Group	6621 E Pacific Coast Hwy Ste 140, Long Beach, CA 90803	56259xxxx5
Nuveen Investments	1 Park Plz Ste 325, Irvine, CA 92614	94944xxxx0	aar***********@n***.com							1812		2000
Investor Financial Services	12676 Hoover St, Garden Grove, CA 92841	71479xxxx9	inf@w***.com
Denis Doulgeropoulos - Mass Mutual	2020 Main St Ste 1200 Irvine, CA 92614	76065xxxx0	DDo**********@f***********.com			5	1			136		141
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
Jung Seo - Prudential Financial	600 City Pkwy W, Orange, Ca 92868	71445xxxx2	a.w***@p*******.com
Cooke & Wealth Management	1811 E Garry Ave, Santa Ana, CA 92705	94972xxxx0	cwm@c******.com
Edward Jones - Financial Advisor: Mike Borgman	18200 Von Karman Ave, Irvine, CA 92612	94975xxxx3	a.j*******@e********.com										5	1
Titans Capital Equity Group	500 N State College Blvd Ste 1100 Orange, CA 92868	87723xxxx0
Le Baron Investments	2020 E Orangethorpe Ave, Fullerton, CA 92831	71468xxxx2
Kaz Investment Management	14712 Franklin Ave, Tustin, CA 92780	71441xxxx7
Cobalt Unlimited	10055 Slater Ave Ste 260 Fountain Valley, CA 92708	71489xxxx0	mel**@c**************.com			5	2			219	3	214
Argent Firm Inc	420 Exchange Ste 250, Irvine, CA 92602	94925xxxx4	ala***@t*****.alabama					5	5			164
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
Ministry Partners Investments Co	915 W Imperial Hwy, Brea, CA 92821	71478xxxx1	bil*******@m*************.org
Ameriprise Financial Advisors	500 N State College Blvd Ste 415 Orange, CA 92868	71445xxxx6
Morgan Stanley	2677 N Main St, Santa Ana, CA 92705	71483xxxx1	adm@b*****.com
Saint Investment Group Inc.	555 Anton Blvd Suite 225, Costa Mesa, CA 92626	71433xxxx0
Kostichuk Steve	15355 Brookhurst St, Westminster, CA 92683	71483xxxx9
Lea Inouye - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx8	dns***@a*.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
Karl H Romero & Associates, Inc	1585 E 17th St Santa Ana, CA 92705	71454xxxx7	kar*********@w********.com
Greenberg Graham Advisors	575 Anton Blvd, Costa Mesa, CA 92626	71443xxxx0	jgr**@g*******.com
United Financial Services	500 N State College Blvd Ste 1100 Orange, CA 92868	71491xxxx1
Wohl Investment Co	14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660	94970xxxx0	re@w*************.com
Florentez Investment Management Inc	12 Brillantez, Irvine, CA 92620	71460xxxx7
Columbia Products Company	1622 Browning Irvine, CA 92606	94947xxxx7	dla**@c**********.com
Meridian Capital Management	3010 Old Ranch Pkwy Ste 460, Seal Beach, CA 90740	56259xxxx0
Flagstar Bank	949 S Coast Dr Ste 100, Costa Mesa, CA 92626	71454xxxx0	aar******@f*****.com
Costa Mesa Tax Service	2973 Harbor Blvd, Ste 825, Costa Mesa, CA 92626	71442xxxx2
Inverness Graham Investments LP	15707 Rockfield Blvd, Irvine, CA 92618	94922xxxx0	aam@i************.com
Premier Tax CFO	1661 E Chapman Ave Ste 2a, Fullerton, CA 92831	71487xxxx2											5	1
Reedy Asset Management	3151 Airway Ave Costa Mesa, CA 92626	71454xxxx0
Keller Group Investment Management	18101 Von Karman Ave Irvine, CA 92612	94947xxxx0	gbe*****@k*********.com
C3 Private Wealth Advisors - Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	c3p******************@a*.com
Check Capital Management	575 Anton Blvd # 500, Costa Mesa, CA 92626	80071xxxx7	aeb***@c*********.com	4.6	18
Newport Advisory	4695 Macarthur Ct, Newport Beach, CA 92660	94962xxxx0	aj@n**************.com
Powers Capital Investments Inc	8141 E Kaiser Blvd Ste 300, Anaheim, CA 92808	71428xxxx6	aba***@s***.com
American Healthcare REIT, Inc	18191 Von Karman Ave, Irvine, CA 92612	94927xxxx0	inf@a*****.com
J & E Brothers Investments LLC	7861 Clay Ave 9, Huntington Beach, CA 92648	71442xxxx8	abc*@m**.com
Pan American Properties	17491 Irvine Blvd Ste 100 Tustin, CA 92780	71450xxxx4	aap***@p***.com			3.1	110			36	3	47
Brent Rupnow - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx9	bre*******@a*.com
Dynamic Firm Management	4570 Campus Dr, Newport Beach, CA 92660	71497xxxx0	mcc@d********.com
Good Life Financial Management	16842 Von Karman Ave, Irvine, CA 92606	94923xxxx7
Ajilon	4675 Macarthur Ct Ste 470, Newport Beach, CA 92660	94995xxxx4
Tranzon Asset Strategies	9980 Irvine Center Dr Ste 100, Irvine, CA 92618	88831xxxx4	adv**@t****.com							11393		12000
Empirical Wealth Management	2020 Main St Ste 340 Irvine, CA 92614	94954xxxx0	aba**@e******.net									2500
American Gateaway Regional Centers LLC	930 roosevelt DR Ste 325, Irvine, CA 92620	71430xxxx1
Orange Capital Management	333 S Anita Dr Ste 700, Orange, CA 92868	71463xxxx1	bry@o********************.com
Property Management Irvine	2010 Main St, Irvine, CA 92614	71467xxxx8
Mike Tran - World Financial Group	10055 Slater Ave Ste 214 Fountain Valley, CA 92708	71446xxxx8	dns****@a*****.com
Global Investment Management	9602 Hamilton Ave, Huntington Beach, CA 92646	71496xxxx7
First American Trust	5 First American Way, Santa Ana, CA 92707	87790xxxx8	acc********@f****.com	3.8	4					6400		7000
Griffin American Healthcare	18191 Von Karman Ave Irvine, CA 92612	94927xxxx0
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
Edward Jones - Financial Advisor: Felicia Y Gonzalez	5855 E Naples Plz Ste 100, Long Beach, CA 90803	56243xxxx1
David Thompson - RBC Wealth Management Branch Director	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
H Roark Investment Banking Inc.	4750 Von Karman Ave, Newport Beach, CA 92660	94925xxxx5
Vincent Lovoy	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx4	acc**********@f**********.com
Barlow Linda A	2700 N Main St, Santa ANA, CA 92705	71495xxxx2
GK Global Property Solutions	17822 E 17th St Ste 101 Tustin, CA 92780	71440xxxx5
Currency Warriors	2070 Business Center Dr Ste 105 Irvine, CA 92612	94986xxxx2				1	2
Edward Jones	13001 Seal Beach Blvd, Seal Beach, CA 90740	56259xxxx2	a.j*******@e********.com							147
Neuberger Berman	620 Newport Center Dr Ste 250, Newport Beach, CA 92660	94946xxxx0	abc**@n.com
Edward Jones - Financial Advisor: Stephanie Bartels	500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740	56243xxxx6	a.j*******@e********.com
Salout Insurance Solutions	15520 Rockfield Blvd Ste G Irvine, CA 92618	71431xxxx9				5	6
OC Financial Group	134 Liberty St, Tustin, CA 92782	94937xxxx4	joh@o**************.com
M 2 Investment Advisor	11770 Warner Ave Ste 112 Fountain Valley, CA 92708	71424xxxx1
Lighthouse Financial Services Inc	3000 E Birch St Ste 107, Brea, CA 92821	71457xxxx0	con**@l***********.com
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: Jonathan Goodwin	24422 Avenida De La Carlota Ste 270, Laguna Hills, CA 92653	94983xxxx5	a.j*******@e********.com							87605		100000
Edward Jones - Financial Advisor: Nathan Kieu	19742 Macarthur Blvd, Irvine, CA 92612	94972xxxx8	a.j*******@e********.com							87631		100000
Bradstreet Investment Co.	121 Agate Ave, Newport Beach, CA 92662	94972xxxx2
Scottrade - Online Trading & Stock	13209 Jamboree Rd, Tustin, CA 92782	71466xxxx2	dns***@s***.com
Tremont Realty Capital	1786 Orange Ave, Costa Mesa, CA 92627	94921xxxx0
LRES Corporation	765 The City Dr S, Orange, CA 92868	71452xxxx7	ada@l**.com
Crossroads Capital Partners	9 Executive Cir Ste 190 Irvine, CA 92614	94926xxxx0
Wealth Management Services Inc	15771 Grey Oaks St, Westminster, CA 92683	71479xxxx9	inf@w***.com
Mitchell Capital Management	3187 Airway Ave Costa Mesa, CA 92626	71443xxxx2
Allstate Personal Financial Representative: Jose Villasenor	10900 Los Alamitos Blvd Ste 200, Los Alamitos, CA 90720	56268xxxx4	a**00@a*****.com
Financial Services Industry	901 S Bristol St B762 Santa Ana, CA 92703	71464xxxx9
Skyhill Financial, Inc	5762 Bolsa Ave, Huntington Beach, CA 92649	71465xxxx8	bra****@s*************.com
AV Investment & Consultant Group	1926 W 17th St Santa Ana, CA 92706	71474xxxx9	avd**@g**.com
Sound Equity	2099 S State College Blvd Ste 330 Anaheim, CA 92806	88849xxxx0	cla*@s********.com
Lifestyle Financial Services	4675 Macarthur Ct, Newport Beach, CA 92660	94983xxxx3	aar*******@s****.com							9472		9500
Comprehensive Financial Inc	16520 Bake Pkwy, Irvine, CA 92618	94950xxxx7	cor**@c***********.com							197	12	215
Marion Consulting	1604 E 4th St Ste A, Santa Ana, CA 92701	71424xxxx4	aga**@k**********.com
Money Management Resources Inc	1200 N Main St Ste 820, Santa Ana, CA 92701	71497xxxx8
Kovitz	30 Enterprise Ste 210, Aliso Viejo, CA 92656	94949xxxx5	aar@k***.com
Western Investment Corp	620 W Orangewood Ave, Anaheim, CA 92802	71497xxxx0	aa@w************.com	3.5	374
Edward Jones - Financial Advisor: Jaime A. Torres	7755 Center Ave Ste 1010, Huntington Beach, CA 92647	71490xxxx6
Buchanan Street Partners	3501 Jamboree Rd Ste 4200, Newport Beach, CA 92660	94972xxxx4	ade**@b***********.com	3.3	3
Tu Tran Cfp	17822 17th St, Tustin, CA 92780	71473xxxx1
Cano Wealth Management, Inc.	1100 Town and Country Rd Suite 1250, Orange, CA 92868	71449xxxx4
Allstate Personal Financial Representative: Elias Dafesh	401 S Euclid St, Anaheim, CA 92802	56276xxxx7	a**00@a*****.com
McCullough Financial	18021 Sky Park Cir Ste D Irvine, CA 92614	94920xxxx1	mik@m***.com	4.7	12					12		83
Online Trading Academy	17780 Fitch Ste 200 Irvine, CA 92614	88843xxxx2	abi@t************.com			3.9	132			109528	203	117000
Allen Investment Management	5437 E Avenida Palmar, Orange, CA 92869	71474xxxx0
Self Directed IRA Corp	1150 Main St Ste E Irvine, CA 92614	94974xxxx4
Wells Fargo Private Bank	5 Park Plz, Irvine, CA 92614	94925xxxx6	aar********@w*******.com							155184		11
Hawaiian Springs	3197 Airport Loop Dr Ste A Costa Mesa, CA 92626	71454xxxx7
Trusted Policy Funds	23046 Avenida De La Carlota Ste 600, Laguna Hills, CA 92653	94951xxxx8
Clifford Breeden III - Ameriprise Financial Services	14771 Plaza Dr Ste M Tustin, CA 92780	94925xxxx4	dns***@a*.com
*ETRADE**	1901 Main St Fl 7 Irvine, CA 92614	86678xxxx3	adv**********@e***.com			1.4	14			166296		170000
Johny Makhijani - Financial Advisor, Ameriprise Financial Services	14771 Plaza Dr Ste M, Tustin, CA 92780	94925xxxx2	dns***@a*.com							117		125
Edward Jones - Financial Advisor: Tom Choi	2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625	94964xxxx6	a.j*******@e********.com							87631		100000
Global One Asset Management	1367 E Edinger Ave Santa Ana, CA 92705	71454xxxx0
Edward Jones - Financial Advisor: Gabriel Choo	3111 N Tustin St Ste 190, Orange, CA 92865	71463xxxx0	a.j*******@e********.com							87630		100000
Lufon Investments	17822 17th St Tustin, CA 92780	71422xxxx9
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
Morgan Stanley Financial Advisors	2677 N Main St # 1000, Santa Ana, CA 92705	71483xxxx1	acc********@m**********.com	3.5	2
Edward Jones	505 S Villa Real Ste 201, Anaheim, CA 92807	71463xxxx8
Deutsche Bank	1761 E Saint Andrew Pl, Santa Ana, CA 92705	71424xxxx0	adr@d*.com	3.3	18
Edward Jones - Financial Advisor: Michael R Long	18002 Irvine Blvd Ste 102, Tustin, CA 92780	71468xxxx1	acc********@e********.com							86230		96000
Falcon Wealth Planning	2030 Main St Fl 13 Irvine, CA 92614	85596xxxx6	cca***@f*****************.com
Linco Investment Company	1107 Quail St, Newport Beach, CA 92660	94922xxxx0
Edward Jones - Financial Advisor: Mark Denali	27042 Towne Centre Dr Ste 205, Foothill Ranch, CA 92610	94959xxxx7
Hadley Pacific Enterprises	3197 Airport Loop Dr Costa Mesa, CA 92626	71454xxxx7
Rsm Equico	575 Anton Blvd Ste 1100 Costa Mesa, CA 92626	71432xxxx0
Labarthe, Jeff	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2
Mischler Financial Group Inc	1111 Bayside Dr Ste 100, Corona Del Mar, CA 92625	94972xxxx0	agu*****@m**************.com					5	5			89
The KFK Group	4000 Barranca Pkwy Ste 250 Irvine, CA 92604	94926xxxx3	ern*@t********.com
Edward Jones	2540 Main St Ste W, Irvine, CA 92614	94986xxxx6
Online California Title Loans	110 E Wilshire Ave, Fullerton, CA 92832	65722xxxx2
Cooke Wealth Management	18881 Von Karman Ave Ste 1420 Irvine, CA 92612	94972xxxx0	coo******@c***********.com	5	2
ING	1211 N Broadway Santa Ana, CA 92701	71469xxxx4
Advanced Planning Group	4770 Campus Dr, Newport Beach, CA 92660	95177xxxx3	ada@t********.org							51	9
Martin Commercial Grp	1360 Ritchey St, Santa Ana, CA 92705	71454xxxx0	ela*******@m**.com
Option Investments, Inc. (OpVest)	300 Spectrum Center Dr Ste 1030, Irvine, CA 92618	94926xxxx0	aci******@o***.com
Financial Managers Jmb	43 Corporate Park Ste 104, Irvine, CA 92606	94925xxxx4	jac******@c***********.com
Crescent Bay Advisors, Inc.	2101 E Coast Hwy Ste 120, Corona Dl Mar, CA 92625	94971xxxx7	inf@c*****************.com
American Express	9261 Krepp Dr, Huntington Beach, CA 92646	71496xxxx0	aar@a************.com							898016
Strada Capital Group	100 Spectrum Center Dr Ste 900, Irvine, CA 92618	94978xxxx0	ana****@s**********.com							6191	113	5900
Griffin Capital Securities	18191 Von Karman Ave, Irvine, CA 92612	94927xxxx0	ada@g************.com
Modern Wealth Advisors	3200 Park Center Dr UNIT 260, Costa Mesa, CA 92626	94946xxxx9
AMS Real Estate Services	4040 MacArthur Blvd Ste 309, Newport Beach, CA 92660	94967xxxx3	inf@a********.com	3	2							597
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
Pacific Advisors	1525 E Chapman Ave, Fullerton, CA 92831	71460xxxx9	dom*******@g*.com
Frontier Investment	17992 Cowan, Irvine, CA 92614	94972xxxx0
Askew Kabala & Co. Inc.	242 W Main St, Tustin, CA 92780	71450xxxx0	con**@a********.com
Row Asset Management	450 Newport Center Dr, Newport Beach, CA 92660	94947xxxx1	ak@r****.com
Financial Network Investment Corporation	2440 N Glassell St Ste U, Orange, CA 92865	71497xxxx7
Zuk C L & Associates	22936 El Toro Rd, Lake Forest, CA 92630	94947xxxx5	adm@z*********.com
West Team Investment Corp.	Serving theSanta Ana Area	71477xxxx7
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
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
Investor Solutions Group	18377 Beach Blvd Ste 323, Huntington Beach, CA 92648	71484xxxx5
Affinity Investment Advisors	18111 Von Karman Ave Ste 550, Irvine, CA 92612	94966xxxx3	ale*****@a***************.com
Thomas E Smith - Financial Advisor, Ameriprise Financial Services	2020 Main St Ste 250, Irvine, CA 92614	94933xxxx0	dns***@a*.com
Annette Di Bello, CPA, CFP® - Di Bello Financial Inc.	9870 Research Dr Irvine, CA 92618	94971xxxx0	bbo*@d****************.com			4.2	6
Oc Realty Advisors	1 Technology Dr, Irvine, CA 92618	61224xxxx0											5	1
DTS Financial SVC-Acctg Firm	1007 W La Palma Ave, Anaheim, CA 92801	71463xxxx3
Raymond James Financial Services - W. Craig Walker, Cfp(r)	305 N Harbor Blvd Ste 216, Fullerton, CA 92832	71444xxxx0
One Stop Realty & Financial	14351 Euclid St Ste 1S Garden Grove, CA 92843	71465xxxx1		5	14	4.6	22
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
Nicholas Khoudari - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Moler Capital Management	8 Corporate Park, Irvine, CA 92606	94944xxxx3	mat**@m*********.com
Reddemann Thomas M Cfp	333 S Anita Dr Ste 625 Orange, CA 92868	71493xxxx2
Crossmark Financial	1601 Dove St Ste 199, Newport Beach, CA 92660	94944xxxx0	bry@c***************.com
Sanjay and Amrit Mathur	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	amr*******@r.com
AK Financial	6 Venture Ste 390, Irvine, CA 92618	94978xxxx0	ak@a***************.com					5	17			119
SageView Advisory Group	1920 Main St Ste 800, Irvine, CA 92614	80081xxxx2	ach@s*************.com							150	6	158
Jay DeRusso	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx8	acc**********@f**********.com
Concord Investment Council	9811 Irvine Center Dr, Irvine, CA 92618	94985xxxx0	gid*@c****.com							52	2	53
Tyler James Pace, CPA, MAFM	3000 Ladrillo Aisle, Irvine, CA 92606	94942xxxx5
Peer Management Group	Tustin, CA 92780	71450xxxx3
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
Access Inc	19762 Macarthur Blvd, Irvine, CA 92612	94975xxxx0
Plus EV Capital	5000 Birch St. Suite 3000, Newport Beach, CA 92660	94937xxxx0
Anoush Shamaei (Realtor)	3500 Barranca Pkwy Ste 100, Irvine, CA 92606	94957xxxx0	ano*@h***************.com
Terrada Investment Corp	4940 Campus Dr Ste C, Newport Beach, CA 92660	94975xxxx0
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
Fidelity Capital	2030 Main St Ste 1300 Irvine, CA 92614	94926xxxx7
APEX Investment Planning Services	424 32nd St Ste A, Newport Beach, CA 92663	94966xxxx0	bai**@b*****.com
Diversified Real Property Management	180 E Main St Ste 101, Tustin, CA 92780	71454xxxx5	ahm@d******.com
Asset Management West	18831 Von Karman Ave Ste 380 Irvine, CA 92612	94968xxxx6
Unique Investment Corps	7028 Kearny Dr, Huntington Beach, CA 92648	71484xxxx0	inf@u************.com
Amchamp	1802 Holly Tree Ln, Santa Ana, CA 92705	90926xxxx1
Charles Fish Investments	2010 Main St Ste 130, Irvine, CA 92614	94929xxxx0
Liberty Capital Management	1811 E Garry Ave, Santa Ana, CA 92705	94972xxxx8	agr**@l**************.com	5	4
Edward Jones - Financial Advisor: Robert P Johnston	1 Orchard Ste 200, Lake Forest, CA 92630	94946xxxx0	a.j*******@e********.com									39
Trustee Corp	30 Corporate Park Ste 400, Irvine, CA 92606	94925xxxx0	abu**@t*********.com					5	7	245	15	245
Raymond James	14102 Montgomery Dr, Westminster, CA 92683	71489xxxx3	aar**********@r*********.com
Veterans Financial Group	765 The City Dr S Ste 390 Orange, CA 92868	71478xxxx2		5	11	5	1
South Coast Investment Properties	3151 Airway Ave Costa Mesa, CA 92626	71454xxxx0
Ju Ding USA	3230 E Imperial Hwy, Brea, CA 92821	71464xxxx6
REJIMUS, INC.	600 W Santa Ana Blvd, Santa Ana, CA 92701	94948xxxx2	bra**@r****.com									10
Edward Jones - Financial Advisor: Bryan L Green	2223 E Wellington Ave Ste 310 Santa Ana, CA 92701	71454xxxx2	a.j*******@e********.com									238
Hollencrest Securities	3501 Jamboree Rd, Newport Beach, CA 92660	94973xxxx5	ac@h**********.com
IrvineMarket.com	Irvine, CA 92620	94955xxxx8
California Private Wealth Management	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94921xxxx9
Asset Management	417 S Broadway, Santa Ana, CA 92701	94928xxxx9
AMIP Lending	3020 Old Ranch Pkwy Ste 180, Seal Beach, CA 90740	56273xxxx5
Fair Trade Real Estate	5 Park Plz Ste 1150, Irvine, CA 92614	94997xxxx8	a30***********************************@w***************.com					5	15	871	85	981
Crown Capital Securities	725 W Town And Country Rd Ste 530, Orange, CA 92868	71454xxxx1	ban****@c*******************.com
Clearview Investment Partners	250 Newport Center Dr Ste 300, Newport Beach, CA 92660	94920xxxx0	fir@c****.com
American Legacy Solutions	1506 Brookhollow Dr Santa Ana, CA 92705		cch*****@a*****.com			1	1			956	5	974
Pinnacle Group Financial Services	2224 E Santa Clara Ave, Santa Ana, CA 92705	71426xxxx1	ago*****@c*****.com					5	6			110
Mjd Investment Co.	580 W Lambert Rd Ste E, Brea, CA 92821	71452xxxx3
Sol Terra Estates & Lending Inc.	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94962xxxx5	geo*@s************.com							363	7	354
Wealth Strategies Group	950 S Coast Dr Ste 115, Costa Mesa, CA 92626	71438xxxx0	inf@w*******************.com							16		18
Wirth Financial Services	17941 Mitchell S, Irvine, CA 92614	94985xxxx5	joh@t*******.com	5	2
Merrill Lynch Wealth Management	24422 Avenida De La Carlota Ste 400, Laguna Hills, CA 92653	94985xxxx0	ban*******************@m.com
Soojinda Investment Management	7475 La Palma Ave, Buena Park, CA 90620	71452xxxx5
ClearPath Financial and Insurance Solutions	1100 Town And Country Rd Ste 1250 Orange , CA 92868	95125xxxx6	ada*****@c********.net			5	2					76
PruVise, Inc	4695 MacArthur Ct Ste 1100 Newport Beach, CA 92660	94979xxxx4	leg@c**********.com			5	1
Jim Warren - Financial Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	90939xxxx9	cam********@a*.com
South Coast Real Estate & Property Management	2915 Red Hill Ave, Costa Mesa, CA 92626	71454xxxx0	hel@s***********************.com
Unique Property Management	950 S Coast Dr, Costa Mesa, CA 92626	71484xxxx0	upm@u*************.com
Gary’s Hsu CPA Cfp	172 N Tustin St Ste 101 Orange, CA 92867	71499xxxx1				5	1
Tina Chou - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	dan*********@a*.com
Affinity Investment Advisors	18191 Von Karman Ave Ste 420, Irvine, CA 92612	94966xxxx3	ale*****@a***************.com
Dti Investments	1912 N Broadway STE 300, Santa Ana, CA 92706	71456xxxx4		1.9	13
Robert Breen - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx8	and***************@f*****.com									61
Financial Solutions Group	772 W Town And Country Rd Orange, CA 92868	71456xxxx0
Business Investment	222 Fashion Ln Ste 114 Tustin, CA 92780	71473xxxx0
Leisure Capital Management, Inc.	Center Tower, 650 Town Center Dr #880, Costa Mesa, CA 92626	71438xxxx0	awe*@l***********.com							20		30
Whittier Trust	4695 Macarthur Ct, Newport Beach, CA 92660	71454xxxx0	bfi**@w**********.com
Kremer Co	260 Newport Center Dr, Newport Beach, CA 92660	94975xxxx2
Pacific Financial Plaza	880 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	jan***@i****************.com							1307
Kyoto National	9938 Bolsa Ave Westminster, CA 92683	71477xxxx1
Investment Brokerage	2721 E Coast Hwy, Corona Del Mar, CA 92625	94956xxxx1
Belarte Real Estate	11770 Warner Ave Ste 113, Fountain Valley, CA 92708	71448xxxx4
C F G Investments	17220 Newhope St Ste 224, Fountain Valley, CA 92708	71455xxxx0
Professional Equities Inc	23201 Mill Creek Dr Ste 300, Laguna Hills, CA 92653	94995xxxx7	907***********************************@w***************.com
Al Frank Asset Management Inc	30 Enterprise Ste 210, Aliso Viejo, CA 92656	94960xxxx0
Hsu Investment Company	1491 Santa Fe Dr, Tustin, CA 92780	71425xxxx8
Edward Jones - Financial Advisor: Jade Berniard	17822 17th St Ste 405, Tustin, CA 92780	71483xxxx6
Noble Tax Specialists	4299 MacArthur Ste 100 Newport Beach, CA 92660	88827xxxx8	aj@n******.com			4.3	6			2
Firehorse Enterprise	25422 Trabuco Rd Suite 105-246, Lake Forest, CA 92630	95170xxxx3
Viking International Investment Real Estate Financial Services	4570 Campus Dr Ste 35, Newport Beach, CA 92660	94925xxxx0	abr**@v*********.com							351		355
US Credit Collection Agency	9891 Irvine Center Dr, Irvine, CA 92618	94924xxxx9
Bridgeport Investment	14841 Yorba St Ste 205 Tustin, CA 92780	71450xxxx5
Innovate Partners	2211 Michelson Ste 1200 Irvine, CA 92612	94950xxxx4	bob@i***************.com			3	1
Triad Investment Management	1301 Dove St Ste 330, Newport Beach, CA 92660	94985xxxx2	con**@t****.com	3.7	3
Capstone Lending Corp	6061 Dale St, Buena Park, CA 90621	71452xxxx1	but@c************.com							76		79
Head Savings And Invest	3200 Park Center Dr Ste 1300 Costa Mesa, CA 92626	71491xxxx3
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
The LBL Group	3631 S Harbor Blvd Ste 200 Santa Ana, CA 92704	65723xxxx0	ale@l******.com
Wealth Financial Group West	650 Town Center Dr #920, Costa Mesa, CA 92626	71461xxxx4	bro@w*******.com							110		118
Ayzar Asset Management	1506 Brookhollow Dr, Santa Ana, CA 92705	71466xxxx9	and@a******.com
TIAA Financial Services	19200 Von Karman Ave 4th Fl, Irvine, CA 92612	87720xxxx0	acc****************@t*.org	3	2					90938	529	91000
Richey Advisors	110 E Wilshire Ave, Fullerton, CA 92832	71444xxxx6	inf@r***.com									28
Edward Jones	1401 N Tustin Ave Ste 135 Santa Ana, CA 92705	71454xxxx2	a.j*******@e********.com							87592		100000
Dover Management	1530 S Harbor Blvd, La Habra, CA 90631	71452xxxx4
OC Signature Properties	2901 E Katella Ave Ste D, Orange, CA 92867	71477xxxx2	amo*****@s******.net	4.2	24								5	2
Roman Risk & Insurance Services	8707 Research Dr, Irvine, CA 92618	94968xxxx2	inf@i****.com									94
Allstate Personal Financial Representative: Eddie Millan	117 S Harbor Blvd, Santa Ana, CA 92704	62648xxxx9	a**00@a*****.com
Doug Jones Associates	26477 Rancho Pkwy S, Lake Forest, CA 92630	94969xxxx0	acc*****@j***********.com
Sun Capital Management	5 Park Plz, Irvine, CA 92614	94922xxxx8
Edward Jones - Financial Advisor: Amber-Sky Skipps, AAMS™	15061 Springdale St Ste 106, Huntington Beach, CA 92649	71489xxxx2	a.j*******@e********.com									11
Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx8	ado******@a*.com							295		296
Mka Capital Group Advisors	1 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660	94972xxxx0	adm@m***.com
Optima Asset Management Service Inc	14241 Firestone Blvd, La Mirada, CA 90638	56240xxxx7	nn@o**********.com
A T B Investment Property	Irvine, CA 92612	94938xxxx0
Morgan Stanley Wealth Management	650 Town Center Dr Ste 100, Costa Mesa, CA 92626	71495xxxx0
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
Jackson Financial Management	151 Kalmus Dr, Costa Mesa, CA 92626	71443xxxx0	cro**@j****.com
Edward Jones - Financial Advisor: Nailah Khan	500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740	56243xxxx6
LA Wealth Management	3200 Park Center Dr fl 14, Costa Mesa, CA 92626	31098xxxx2	joh@l****************.com	5	3
Dilday & Associates	6700 E Pacific Coast Hwy Ste 286, Long Beach, CA 90803	56259xxxx5
Edward Jones - Financial Advisor: Wilbur M Salazar	12792 Valley View St Ste F, Garden Grove, CA 92845	71489xxxx0	a.j*******@e********.com							87385		100000
Branch Investment Group	20341 SW Birch St, Newport Beach, CA 92660	94975xxxx2
Basdakis Wealth Management Inc	114 Pacifica Ste 230, Irvine, CA 92618	94950xxxx9
Merrill Lynch Wealth Management	145 S State College Blvd Ste 300/350, Brea, CA 92821	71425xxxx0	ban*******************@m.com	4.5	2
Jerris Wealth Management Group, Inc.	5 Corporate Park, Irvine, CA 92606	94986xxxx7
National Planning Corporation	3230 E Imperial Hwy Ste 110, Brea, CA 92821	71499xxxx0	hmc******@s*************.com
Olson Management	4000 Westerly Pl Ste 245, Newport Beach, CA 92660	94947xxxx1	aad******@s**************.com
The Chartist Inc	5122 Katella Ave Ste 200, Los Alamitos, CA 90720	56259xxxx5	con****@t********.com
Morgan Stanley Financial Advisors	1901 Main St Ste 700, Irvine, CA 92614	94995xxxx0		5	4
Benefit Funding Retirement	138 S Imperial Hwy, Anaheim, CA 92807	71492xxxx5	ade*******@b*****************.com
RCP Advisors	620 Newport Center Dr, Newport Beach, CA 92660	94921xxxx0	a.j*******@e********.com
Mitchel, Smith & Associates	250 El Camino Real Ste 200 Tustin, CA 92780	71473xxxx9				5	2
Edward Jones - Financial Advisor: Stephanie Bartels	2540 Main St, Irvine, CA 92614	94986xxxx6	a.j*******@e********.com							87358		99000
American Capital Aquisitions	600 Anton Blvd, Costa Mesa, CA 92626	71498xxxx2
Miramontes Capital	4701 Teller Ave Newport Beach, CA 92660	80046xxxx5	ang********@m**************.com	5	25	4.3	23			1920	6	1900
Adam MacDonald	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx4	add******@f**********.com
Right Now Management	1442 E Lincoln Ave, Orange, CA 92865	65754xxxx1
Steven R Earley Financial Services	Tustin, CA 92780					5	1
Stifel \| Ron Witter	520 Newport Center Dr Ste 1500, Newport Beach, CA 92660	94925xxxx9
Edward Jones	949 South Coast Dr Ste 180 Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							87601		100000
MP Global Enterprises	3 Hutton Centre Dr #620, Santa Ana, CA 92707	94939xxxx0
Granite Strategic Investments	2 Park Plz Ste 800 Irvine, CA 92614	94947xxxx0
Elkoll Investment Co.,Inc	1120 Bristol St, Costa Mesa, CA 92626	71442xxxx8
Abi Ltd	23276 S Pointe Dr, Laguna Hills, CA 92653	94985xxxx6	cin@a****.com
Gregory Zappas	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx4	aos***@f**********.com
Jynormus LLC	19800 MacArthur Blvd.,ste 300, Irvine, CA 92612	94943xxxx2
Advanced Financial Strategies Inc	5 Hubble, Irvine, CA 92618	94945xxxx0	pie*@w.afsplanning
Wealth Management Solutions	4000 Macarthur Blvd, Newport Beach, CA 92660	94947xxxx0	inf@w*****.com							58	4	62
Raymond James Financial Services	4501 Cerritos Ave, Cypress, CA 90630	56252xxxx0	aar**********@r*********.com							17355
Occhino & Associates	17220 Newhope St Ste 216, Fountain Valley, CA 92708	71470xxxx0	aar**********@r*********.com
Mission Capital Advisors	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	88865xxxx7
Ellis Advisory Group	14841 Yorba St Ste 101 Tustin, CA 92780	71454xxxx2	ell*************@c*****.com
TD Ameritrade	6636 E Pacific Coast Hwy, Long Beach, CA 90803	80066xxxx0	aam*********@t*********.com							393051		400000
Joe Christiansen - Berkshire Hathaway HomeServices	18600 MacArthur Blvd Ste 150 Irvine, CA 92612	94963xxxx4	inf@b************.com			5	2			10862	238	11000
SWAN Wealth Management Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Silversage Advisors	19200 Von Karman Ave Ste 500, Irvine, CA 92612	94922xxxx5	dsa*@s***************.com
DNP Financial Tax & Services	14541 Brookhurst St Ste C2 Westminster, CA 92683	88822xxxx2				5	1
Investment Property Group	4770 Campus Dr Ste 220, Newport Beach, CA 92660	94986xxxx4
Accurate & Confidential Tax Service	2140 W Chapman Ave Ste 112 Orange, CA 92868	71436xxxx8				5	1
Edward Jones - Financial Advisor: Angela Hyun	4945 Yorba Ranch Rd Ste F, Yorba Linda, CA 92887	71477xxxx6
iAsset Property Management	9801 Irvine Center Dr, Irvine, CA 92618	94939xxxx1	con******@i*******.com
Back Bay Investment Group	3857 Birch St Ste 195, Newport Beach, CA 92660	91949xxxx6
JMB Financial Managers	6 Hutton Centre Dr, Santa Ana, CA 92707	94925xxxx4	jac******@c***********.com
OC Wealth Coach	17742 Irvine Blvd Ste 200 Tustin, CA 92780	71483xxxx3	tre@o**********.com			5	2
Burke Investment Company	28 Hammond, Irvine, CA 92618	94958xxxx3
Brunner Financial & Insurance Solutions	1439 W Chapman Ave, Orange, CA 92868	71488xxxx1
Edward Jones - Financial Advisor: Randolph J Schroeder, AAMS™	505 S Villa Real Ste 201, Anaheim, CA 92807	71463xxxx8	a.j*******@e********.com							87630		100000
Economic Investments Partners	2700 N Main St Santa Ana, CA 92705	94977xxxx0
Edward Jones - Financial Advisor: Bill Murray	259 S Randolph Ave Ste 100, Brea, CA 92821	71452xxxx8	a.j*******@e********.com							480		483
Rowe, Richard B, PHD	2120 Main St, Huntington Beach, CA 92648	71496xxxx2	aad******@s**************.com
Heritage Planning Financial Group, Inc.	600 N Tustin Ave # 120, Santa Ana, CA 92705	71483xxxx5	bra**@h*.net
Darany Michael A	17802 Irvine Blvd, Tustin, CA 92780	71483xxxx0	jls@m*******.com
Securities America Advisors-Ken Mascari	22954 El Toro Rd, Lake Forest, CA 92630	94945xxxx0	aad******@s**************.com
Thomas Kreidt - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Jason Niles Burch - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	42434xxxx8	dns***@a*.com
The Affordable Housing Trust	3101 W Sunflower Ave, Santa Ana, CA 92799	71447xxxx9	inf@u**.com	3.7	167
Wells Fargo Private Banking	5 Park Plz Irvine, CA 92614	94925xxxx2	hos*****@w*******.com			1	1
Allstate Personal Financial Representative: Matt Oelschlager	10900 Los Alamitos Blvd Ste 200, Los Alamitos, CA 90720	94939xxxx2	a**00@a*****.com
Silver Platter Realty	7071 Warner Ave, Huntington Beach, CA 92647	65721xxxx4
Brian Friestman - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx7	bri**********@a*.com
Reo World Inc	19 Corporate Plaza Dr, Newport Beach, CA 92660	94947xxxx0
Principal Financial Group	18101 Von Karman Ave, Irvine, CA 92612	94947xxxx0	a.s**@p******.com							68212	230	70000
Edward Jones	6378 E Santa Ana Canyon Rd, Anaheim, CA 92807	71468xxxx1	a.j*******@e********.com							87630		100000
Ambassador Wealth Management, LLC	5101 E La Palma Ave Ste 100b, Anaheim, CA 92807	71467xxxx1	bem***@a*************.com							240		236
Josh Yocam	2677 N Main St Fl 10 Morgan Stanley Wealth Management Santa Ana, CA 92705	71464xxxx8
Financial Advisors Network	1432 Edinger Ave Ste 200, Tustin, CA 92780	71459xxxx0	doe***@f*********************.net							178	6	213
Winn Financial Management	17150 Newhope St Ste 215, Fountain Valley, CA 92708	71488xxxx6
Arenite Advisory	17822 E 17th St Ste 212 Tustin, CA 92780	86633xxxx3	hel@a************.com							66	22	65
Klein Financial Advisors	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94947xxxx0	geo*@g*****.com									225
Integrity Wealth Management & Insurance Services	6101 Ball Rd Ste 205, Cypress, CA 90630	71494xxxx5	mil@i**.com
Ober Financial Services	2019 W Orangewood Ave, Orange, CA 92868	71477xxxx0
Doug Bailey-RBC Wealth Management Branch Director	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56279xxxx4
Edward Jones - Financial Advisor: Felicia Y Gonzalez, AAMS™	101 Main St Ste D, Seal Beach, CA 90740	56279xxxx9	a.j*******@e********.com							177	3	182
Richland Communities	3161 Michelson Dr, Irvine, CA 92612	94926xxxx0	bco**@r****************.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
Keep It Simple Financial Planning	333 City Dr Ste 1700 Orange, CA 92868	87741xxxx2	con**@k******************.com			5	9			2528	5	3800
Quest Capital Investments	16480 Harbor Blvd Fountain Valley, CA 92708	71477xxxx0
Claremont Financial Group Inc	245 Fischer Ave, Costa Mesa, CA 92626	71454xxxx0	dan@c*****************.com
Wealth Management & Business	2 Venture, Irvine, CA 92618	94982xxxx2	hel@w*.financial							241	8	239
Udm Capital Partners	3633 W Macarthur Blvd, Santa Ana, CA 92704	94922xxxx0	inf@e*********.com
Honari, Pedram	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	ale********@m.com
Portfoliorx	2082 Michelson Dr, Irvine, CA 92612	94944xxxx7
Shin, Stephen	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com							12815
Edward Jones - Financial Advisor: Christian A Nitu	2223 E Wellington Ave Ste 310 Santa Ana, CA 92701	71454xxxx2	a.j*******@e********.com
Spach & Associates - Ameriprise Financial Services	333 City Blvd W 3rd Fl, Orange, CA 92868	88880xxxx1	dns***@a*.com							27
Sun Group Wealth Partners	17500 Red Hill Ave STE 140, Irvine, CA 92614	94962xxxx0	ang*@s*******.com	5	6							1800
Bottomline Realty & Investment	438 E Katella Ave, Orange, CA 92867	94964xxxx3
Michael Schmitt - Financial Advisor, Ameriprise Financial Services	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx9	bri*********@a*.com							16		16
Wyper Wealth Management	17671 Irvine Blvd Suite 115, Tustin, CA 92780	71479xxxx1	jos*@w******************.com
uDirect IRA Services	8 Corporate Park Ste 300 Irvine, CA 92606	71483xxxx6	adm*********@u*******.com			3.8	59
Newport Coast Capital Management	5000 Birch St Ste 3000, Newport Beach, CA 92660	94933xxxx6
WestPac® Wealth Partners (Orange County)	949 S Coast Dr Suite 220, Costa Mesa, CA 92626	94927xxxx0	aar*********@w**********.com							54337	39	104000
MiklosCPA	355 S Grand Ave Ste 2450 Los Angeles, CA 90071	21328xxxx2	b@m********.com	5	18	5	8	4.8	9			94
Towneley Capital Management Inc	23197 La Cadena Dr Ste 103, Laguna Hills, CA 92653	94983xxxx0	car*@t*****.com	5	2
Mike Hernandez - Trilogy Financial	2601 Main St Ste 200 Irvine, CA 92614	94922xxxx5	a.r***@t******.com			5	1
Jnyau Investments	Garden Grove, CA 92843	71484xxxx6
Pinecreek Investment Co	5000 Birch St, Newport Beach, CA 92660	94947xxxx0	aac****@p*************.net
Lufon Investments	910 W 17th St Santa Ana, CA 92706	71483xxxx6
Theresa Allen	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx5	acc**********@f**********.com
Edward Jones	7755 Center Ave, Huntington Beach, CA 92647	71490xxxx6	a.j*******@e********.com							85136
Marino Investment Company	3636 Birch St, Newport Beach, CA 92660	94997xxxx2	eri@m***************.com
Edward Jones - Financial Advisor: Lucy E Walther, CFP®	4100 Newport Place Dr Ste 190, Newport Beach, CA 92660	94925xxxx0	a.j*******@e********.com							87384		100000
The Investment & Money Management Group	2522 Chambers Rd, Tustin, CA 92780	71457xxxx8	aad******@s**************.com
Daikovich Financial Services	7453 La Palma Ave, Buena Park, CA 90620	71452xxxx0	ver*********@l.com
Equity Office Mngn	16775 Von Karman Ave, Irvine, CA 92606	94968xxxx4
Edward Jones - Financial Advisor: Rachael E. Yohai	311 Main St Ste 15, Seal Beach, CA 90740	56259xxxx0	a.j*******@e********.com									36
Cooper McManus Wealth Management	9870 Research Dr, Irvine, CA 92618	61255xxxx5	aco**@c**********.com	5	2
Granite Investment Group	2 Park Plz Ste 800, Irvine, CA 92614	94947xxxx0	abo***@g**************.com	5	1
The Institute for Investment Management Consultants	4600 Campus Dr Ste 102, Newport Beach, CA 92660	94925xxxx2
New Wealth Advisors Club	3333 Michelson Dr Ste 300 Irvine, CA 92612	95144xxxx2	ale****@n******************.com			4.5	55
Family First Life Insurance Agency	17632 Irvine Blvd UNIT 130 Tustin, CA 92780	71470xxxx9
Primior Management	620 Newport Beach Dr Ste 1100 Newport Beach, CA 92660	94952xxxx7	adv***@p****.com			5	1			982		1000
Ihl Inc	1340 W Lambert Rd, La Habra, CA 90631	56269xxxx0
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