Business List: Investment Management Firms in Fremont, 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
John P. Muhlbauer	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx8	acc**********@f**********.com
Gulati Financial & Insurance Services	2350 Mission College Blvd Ste 1160 Santa Clara, CA 95054	40898xxxx0	ani@g*************.com			5	1
Michael Zaninovich, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx0	abl@r******.com
Mayfield Management Co.	2275 E Bayshore Rd Ste 130, Palo Alto, CA 94303	65049xxxx0	hed*@m**************.com
Palo Alto Venture Partners	300 Hamilton Ave, Palo Alto, CA 94301	65046xxxx1	nwe*****@p*.com
David Arizini	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx0	add******@f**********.com
Whelan Capital Management	261 Hamilton Ave Menlo Park, CA 94025	65083xxxx0
Dirk Gilliard	2409 Park Blvd Palo Alto, CA 94306	65056xxxx1
Hunter Internatl Brokerage Services	5674 Stoneridge Dr Ste 209 Pleasanton, CA 94588	92541xxxx0				5	1
Menlo Asset Management	1010 El Camino Real Ste 370 Menlo Park, CA 94025	65032xxxx8	cla**@m*******.com		2	5	1
TIAA Financial Services	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	aan***@t******.org		37					90757	493
Beacon Pointe Advisors	838 Portola Rd, Portola Valley, CA 94028	65085xxxx3	aba***@b*********.com
Mg Properties Investments	4200 Bay St, Fremont, CA 94538	51044xxxx9
Yu Stephen	2603 Camino Ramon Ste 200, San Ramon, CA 94583	92589xxxx6	dns***@a*.com
John Lau, CPA, CFP®, Robertson Stephens	3223 Crow Canyon Rd Ste 245, San Ramon, CA 94583	92580xxxx0	abl@r******.com
City National Bank - Pleasanton	6160 Stoneridge Mall Rd Ste 100 Pleasanton, CA 94588	92539xxxx0	aba*****@n*****.cnb			5	1			5371	151	5900
Abundant Financial & Insurances Services	39899 Balentine Dr Newark, CA 94560	51036xxxx4	she**@a****.com
Mia’s Fiduciary Services	1271 Washington Ave, Ste 908, San Leandro, CA 94577	51082xxxx1	bus***@m*****.net
Cefcu	44047 Osgood Rd Ste 230, Fremont, CA 94539	51065xxxx1	aal************@c**.com
Cornerstone Wealth Management, Inc.	2400 Camino Ramon Ste 175, San Ramon, CA 94583	92582xxxx0	cor*************@c***********.com
Farallon Capital Management	2570 N 1st St, San Jose, CA 95131	40843xxxx7	arg**@f***************.com
Erica Lubbers - Private Wealth Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx5	bfl************@a*.com
Fremont Bank	39150 Fremont Blvd, Fremont, CA 94538	51050xxxx2	a.a***@f********.com										3	2
Fr Crow Canyon	3141 Crow Canyon Pl, San Ramon, CA 94583	92527xxxx5
Opes Advisors Inc	167 S San Antonio Rd, Los Altos, CA 94022	65043xxxx0	a.j***@o*********.com
Valentine Capital Asset Management	6111 Bollinger Canyon Rd Ste 100, San Ramon, CA 94583	92527xxxx0
PM Investment Company	800 Menlo Ave, Menlo Park, CA 94025	65085xxxx4
Sleepy Hollow Investment Company	18 Crow Canyon Ct Ste 100, San Ramon, CA 94583	92583xxxx1	ada@s**********.net
Bingham Osborn & Scarborough	1900 University Ave Ste 108, East Palo Alto, CA 94303	65046xxxx6	aar*******@b******.com
Smith Barney	6160 Stoneridge Mall Rd Pleasanton, CA 94588	92573xxxx0
Raymond James Financial Services	99 Almaden Blvd Ste 730, San Jose, CA 95113	40894xxxx1	con**@h*******.com
Instream Partners	545 Middlefield Rd Ste 150 Menlo Park, CA 94025	41521xxxx0
W-star investments, Inc	2130 Ringwood Ave, San Jose, CA 95131	40882xxxx8
Felice Price Financial Services	5633 San Juan Way, Pleasanton, CA 94566	92542xxxx5	aba***@r**********.com							2765	26	3300
Qex Capital Management	250 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx0
DDL Investment Property Inc.	15200 Hesperian Blvd, San Leandro, CA 94578	51031xxxx9
Sierra Pacific Financial Advisors	7077 Koll Center Pkwy Ste 120 Pleasanton, CA 94566	92522xxxx8	ama@s********.com	4.8	4	4.8	5			82
Pacific Advisory Group	435 Tasso St Palo Alto, CA 94301	65032xxxx0
Adero Partners	5000 Hopyard Rd Ste 460 Pleasanton, CA 94588	65025xxxx0	mad**********@d***********************.com
Southgate Partners	467 1st St, Los Altos, CA 94022	65094xxxx3	abc*@i******.com
Wealth Management Associate - U.S. Bancorp Investments: Kelly Caravantes	39390 Fremont Blvd, Fremont, CA 94538	51049xxxx1	aar**********@u***.com							345239	5467	348000
Nancy Versoza - The Queen Of Infinite Banking	4623 Novato St, Union City, CA 94587	51078xxxx8
James Buatti - Financial Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx8	bfl************@a*.com
Sigma Partners	1600 Camino Ramon, San Ramon, CA 94583	92590xxxx2	am@s************.com
Essence Wealth & Insurance Services	4677 Old Ironsides Dr Ste 350 Santa Clara, CA 95054	65074xxxx1	joh@e***********.com			5	48
Borelli Investment Co	2051 Junction Ave Ste 100, San Jose, CA 95131	40845xxxx0	abi**@b****.com	3.3	7
Protected Investors of America - Kirsten Higgins	1141 Catalina Dr # 316, Livermore, CA 94550	92545xxxx3	afa**@p***************.com
Credit Masters	755 Brewster Ave, Redwood City, CA 94063	65036xxxx0	ali*********@c*************.com
Pleasanton Wealth	218 Ray St Pleasanton, CA 94566	92542xxxx8	adv**@p*************.com	5	2							228
The Social+Capital Partnership	120 Hawthorne Ave Palo Alto, CA 94301	65052xxxx7	ami@s**.com	3.5	13
Heartwood Communities	1997 Avanti Ave, Dublin, CA 94568	92541xxxx2
World Financial Group	Fremont, CA 94536	92592xxxx0	dns****@a*****.com			3	2
TA Associates	64 Willow Pl Menlo Park, CA 94025	65032xxxx3
Camino Canyon Investment Co	3160 Crow Canyon Rd, San Ramon, CA 94583	92524xxxx4
Alison Wealth Management	530 Lytton Ave Fl 2 Palo Alto, CA 94301	88861xxxx2	ala*******@a*********.com							240		266
Wellspring Consulting	2635 N 1st St Ste 201 San Jose, CA 95134	40843xxxx8	ape@w*********.com			5	1
Kelly C Lee - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
KEYPOINT CREDIT SERVICES LLC	39120 Argonaut Way #246, Fremont, CA 94538	80074xxxx0	doc@k********************.com	4.6	18										1	1
Kimica	San Jose, CA 95131	71474xxxx3
Huaxing Investment Corp	924 Colorado Ave, Palo Alto, CA 94303	65025xxxx1
Mistry Investment Co Inc	485 N Whisman Rd Ste 300, Mountain View, CA 94043	65096xxxx2
TNL Car Title Loans	251 Oconnor Dr Ste 1, San Jose, CA 95128	40866xxxx1	3ce***********************************@w***************.com
Apollo Labs	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx6
Avalon Capital Management	495 Seaport Ct Ste 106, Redwood City, CA 94063	65030xxxx0	bil*@a**********.com
Knoblich Paul CFP Retirement Income Planning-Foothill Sec	PO Box 2040, Castro Valley, CA 94546	51053xxxx0	a.j*******@e********.com							87358		99000
Taraval Associates	845 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx4	gfm**@t****.com
C III Asset Management	1300 Memorex Dr, Santa Clara, CA 95050	40856xxxx3
Rutledge Financial Group	5700 Stoneridge Mall Rd Ste 105, Pleasanton, CA 94588	92546xxxx0	dav@r*******.com
Lasecke Weil Wealth Advisory Group, LLC	624 University Ave, Palo Alto, CA 94301	65032xxxx0	ede**@l********.com
Charles Schwab	3161 Stevenson Blvd Fremont, CA 94538	51044xxxx0	ada********@s***.com	4.1	7	3.3	12
J.P. Morgan Private Bank	310 University Ave 3rd Fl, Palo Alto, CA 94301	65085xxxx3	acc****************@j*****.com
Radiant Wealth Planning	530 Lytton Ave Fl 2, Ste 2080 Palo Alto, CA 94301	94922xxxx3	ran@r******************.com
Carr Wealth Management, LLC	3757 Yosemite Ct S, Pleasanton, CA 94588	92548xxxx1	ant**@c*******.com									60
Wise Investments Enterprise	44176 Ibero Way, Fremont, CA 94539	51065xxxx8		4	1
BayOne Real Estate Investment Corporation	1754 Technology Dr Ste 108, San Jose, CA 95110	40888xxxx0
First Republic Investment Management	2100 El Camino Real, Palo Alto, CA 94306	65035xxxx0	dav@c************.com
RBC Wealth Management Branch - San Jose	99 Almaden Blvd Ste 300, San Jose, CA 95113	40829xxxx2		5	2
Mission Hills Associates - Thrivent Financial	7011 Koll Ctr Pkwy Ste 190 Pleasanton, CA 94566	92540xxxx6	abc*****@t*****.com
Concert Global Group LTD	1871 The Alameda Ste 350, San Jose, CA 95126	40899xxxx5	dom**@a*********.com							2986	27	3500
Morgan Stanley	650 Castro St, Mountain View, CA 94041	65096xxxx9	acm*********@m**********.com
Morgan Stanley Wealth Management	333 W San Carlos St Ste 1100, San Jose, CA 95110	40828xxxx0	aar*********@m*********************.com
Progressive Asset Management	21977 Redwood Rd Castro Valley, CA 94546	51058xxxx0	bbr***@p***********************.com	5	1
West Coast Investment Properties	2055 Grant Rd, Los Altos, CA 94024	65025xxxx0
Shamrock Realtors	153 E Lewelling Blvd, San Lorenzo, CA 94580	51035xxxx3	gin*@s*************.com	5	7								5	1
Edward Jones - Financial Advisor: Nadia R Eldib	39500 Stevenson Pl Fremont, CA 94539	51079xxxx0	a.j*******@e********.com
Peninsula Land & Capital	2390 El Camino Real, Palo Alto, CA 94306	65032xxxx4	bsm*@p**********.com	3.7	3
Wells Fargo Private Bank	301 University Ave, Palo Alto, CA 94301	65075xxxx2	pri*******@w*******.com							153029		11
Aetos Alternatives Management	2500 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx2	aet***************@a**.com
SIMBA Property Management	2603 Camino Ramon Suite 200, San Ramon, CA 94583	40856xxxx7	dan@s******.com	5	8
Edward Jones - Financial Advisor: Linh B Thai, CFP®\|AAMS™	750 Menlo Ave Ste 350, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							87384		100000
Arbor Advisors	1950 University Ave Ste 202, East Palo Alto, CA 94303	65032xxxx0	aar@a**********.com
Accretive Wealth Management	12657 Alcosta Blvd Ste 150, San Ramon, CA 94583	92536xxxx7	cri**************@a************.com
Best Investment Co.	1816 Tully Rd, San Jose, CA 95122	40853xxxx1
Peakview Capital	540 University Ave Ste 350 Palo Alto, CA 94301	65028xxxx1	che*@p*****.capital
Richard Simpson - Financial Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
Davin Lundgren - Associate Manager, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dav***********@a*.com							9		9
Stoneridge West Wealth Management Group-Morgan Stanley	4309 Hacienda Dr, Pleasanton, CA 94588	92573xxxx2	acc********@m**********.com
Diversifi Capital	4546 El Camino Real B10 Ste1013 Los Altos, CA 94022	65063xxxx7	ala@c*********.com			5	33
Adams Financial Inc.	4020 Moorpark Ave Ste 101, San Jose, CA 95117	40882xxxx6
Managed Investments Inc.	1265 Montecito Ave, Mountain View, CA 94043	65096xxxx5
Ken Prodger CFP®,ChFC®,ChSNC®, AIF®	4633 Old Ironsides Dr Ste 436 Santa Clara, CA 95054	40863xxxx2		5	2	5	1
Morgan Stanley	22320 Foothill Blvd Ste 150, Hayward, CA 94541	51053xxxx3	aar*********@m*********************.com
Orrell Capital Management	2600 Kitty Hawk Rd, Livermore, CA 94551	92545xxxx0	inf@o*********.com
Benjamin W Wong, CFP	7011 Koll Center Pkwy Ste 260 Pleasanton, CA 94566	92522xxxx8	ben***@m******************.com
First Republic Bank - Temp. CLOSED	2275 El Camino Real Palo Alto, CA 94306	65032xxxx3	aar****@f**********.com	4	9	4.2	24
Robert Cucchiaro - Financial Planner	3000 Executive Pkwy Ste 400, San Ramon, CA 94583	92565xxxx2
Aetos Capital	2500 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	aca*****@a**.com
ACRE Investment Company, LLC	4683 Chabot Dr Ste 220, Pleasanton, CA 94588	92552xxxx1	inf@a*************.com	5	1
Fan Asset Management	4300 Stevens Creek Blvd, San Jose, CA 95129	40874xxxx2
Edward Jones - Financial Advisor: Eunice H Scholten	39849 Paseo Padre Pkwy Fremont, CA 94538	51077xxxx7	acc********@e********.com	5	1					87586		100000
Liminal Capital	535 Middlefield Rd, Menlo Park, CA 94025	65066xxxx6
BlueSky Wealth Advisors	1811 Santa Rita Rd Ste 211 Pleasanton, CA 94566	92584xxxx8	ali**@b******.com							90	2	112
Opportunity Capital Partners	2201 Walnut Ave, Fremont, CA 94538	51079xxxx0
Hercules Technology Growth Capital Hercules Technology Growth Capital	400 Hamilton Ave Ste 310, Palo Alto, CA 94301	65028xxxx0			24
The Householder Group	635 Bryant St, Palo Alto, CA 94301	65032xxxx1	alu*****@h*************.com
James Park - Branch Manager, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com							169		169
Proequities Inc	1 Annabel Ln, San Ramon, CA 94583	92527xxxx0	adm*****@d********.com	3.6	7
Luz Gavino Homes and Real Estate	43225 Mission Blvd Fremont, CA 94539	51046xxxx3				1	2
FB Financial Services	3909-B Decoto Rd, Fremont, CA 94555	51094xxxx3		4	1
EZ Real Estate Loans	302 E 14th St, San Leandro, CA 94577	51096xxxx9
Liu & Partners Properties	44790 S Grimmer Blvd, Fremont, CA 94538	51025xxxx8	acl****@l**********.com
Federal Arbitration	4083 Transport St Palo Alto, CA 94303	65032xxxx0	arm****@f***.com
Harvest Management Partners	1290 Oakmead Pkwy, Sunnyvale, CA 94085	40824xxxx0	ala*@h******.com							147		144
Harmony Capitol	2055 Woodside Rd Ste 250, Redwood City, CA 94061	65036xxxx3
Asiana Global Investment	2114 Senter Rd Ste 12 San Jose, CA 95112	40836xxxx1				5	2
Co Capitol Partners	1030 University Ave, Palo Alto, CA 94301	65032xxxx4	adv***@c*******.com
Yale Investment Company	438 Cambridge Ave Ste 100, Palo Alto, CA 94306	65032xxxx3
Franklin Templeton Investments	5130 Hacienda Dr, Dublin, CA 94568	92587xxxx0	a.-****@f**************.com
Cash Federal, Inc.	3541 Investment Blvd Hayward, CA 94545	51096xxxx0
Baldwin Insurance Agency	3185 Castro Valley Blvd, Castro Valley, CA 94546	51027xxxx6	and*********@m****.com
Mutual Fund Store	2350 Mission College Blvd Santa Clara, CA 95054	40897xxxx5
Edward Jones - Financial Advisor: Linda Kime, AAMS™	2300 1st St Ste 232, Livermore, CA 94550	92537xxxx2	a.j*******@e********.com							87586		100000
Total Wealth Solutions	43068 Christy St, Fremont, CA 94538	51025xxxx5	imp*****@o***.com							605	111	581
Edward Jones - Financial Advisor: Tevin Mercer	1625 The Alameda Ste 601, San Jose, CA 95126	40829xxxx8	a.j*******@e********.com							87384		100000	1	1
Cherene Wong - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	che*******@a*.com
Montana Capital Car Title Loans	37405 Joseph St, Fremont, CA 94536	51037xxxx0	leo*@m***********.com					5	6	294	2	282			5	1
Davis Financial Management	1042 W Hedding St, San Jose, CA 95126	40834xxxx0	ali@d****.com
Columbia Property Trust	1900 University Ave, East Palo Alto, CA 94303	65032xxxx5	ada*******@c*****.reit
Abundance Advisers	15200 Hesperian Blvd Ste 202, San Leandro, CA 94578	92540xxxx3	adm@a**************.com
Nelson Roberts Investment Advisors	1950 University Ave Ste 202, East Palo Alto, CA 94303	65032xxxx0	aog***@n**********.com
Blue Diamond Development LLC	34972 Newark Blvd Suite 123, Newark, CA 94560	51032xxxx9
Norwest Venture Partners	525 University Ave Ste 800 Palo Alto, CA 94301	65032xxxx0				4	1
East Gate Capital Management	5050 El Camino Real, Los Altos, CA 94022	65058xxxx8
Carlyle Investment Management	2710 Sand Hill Rd, Menlo Park, CA 94025	65084xxxx6
Strutz-Levett Investment Holding Co	502 Waverley St, Palo Alto, CA 94301	65032xxxx0	con**@p***********.org
ATS Financial	1162 Chestnut St, Menlo Park, CA 94025	65032xxxx7	c18***************************@s***.wixpress	4.5	57
Pan Cal Investment Co Inc	4125 Blackford Ave, San Jose, CA 95117	40824xxxx0	cxx*****@p***.com
West Valley Peninsula Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx4	wms********@r.com							12824
Mistry Investment Co	5150 El Camino Real, Los Altos, CA 94022	65096xxxx2
Annie Szu Real Estate	19400 Stevens Creek Blvd Ste 102, Cupertino, CA 95014	40898xxxx9
Church Capital Corporation	320 E 14th St, San Leandro, CA 94577	51096xxxx9
Gold Quest Investment	333 W Maude Ave Sunnyvale, CA 94085	40873xxxx8
Copia Associates	18 Crow Canyon Ct, San Ramon, CA 94583	92585xxxx3	aal@a******.com
Altos Ventures Management Inc	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx9	ala@a***.vc
Benchmark Capital Partners	2480 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65085xxxx0	aag***@b******.com
Top Mission Realty And Investment	43625 Mission Blvd Ste 207, Fremont, CA 94539	51067xxxx1
Think Different Financial Planning	101 Jefferson Dr Menlo Park, CA 94025	65038xxxx3	fir@t*************.com			5	14
Bay Street Capital Holdings	Palo Alto, CA 94301	65044xxxx4	axx*@b*********************.com
AbleSys	20954 Corsair Blvd Hayward, CA 94545	51026xxxx3	abl***@a****.com	5	1			5	60			410
Meridian Investments Management	702 Marshall St, Redwood City, CA 94063	65055xxxx0
David McCaman - Gateway Financial Advisors	2570 North First St Ste 200 San Jose, CA 95131	40820xxxx1	blo****@g***********.com			5	1
Atherton Lane Advisers	3000 Sand Hill Rd Ste 1-270, Menlo Park, CA 94025	65023xxxx6
Matt Kay, CFP	3150 Crow Canyon Pl Ste 200, San Ramon, CA 94583	92527xxxx8
Edward Jones - Financial Advisor: Zubair A Hakimi	43360 Mission Blvd Ste 210 Fremont, CA 94539	51065xxxx6	acc********@e********.com							149	5	151
George M Saliga-Private Client Advisor	531 Cowper St, Palo Alto, CA 94301	65026xxxx6	aab**@b**********.com							98598	1332	99000
Opportunity Capital Partners II	2201 Walnut Ave Ste 210 Fremont, CA 94538	51079xxxx0
Frank Raymond Incorporated	464 Lindbergh Ave Livermore, CA 94550	92596xxxx0	fra@f************.com			5	3
Social Capital	317 University Ave, Palo Alto, CA 94301	65052xxxx7	cha**@s**********.com
William David Butzman - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
Galindo, Jim	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
Goldenbrick Investment Inc	3414 Pinnacle Dr, San Jose, CA 95132	40868xxxx6
Edward Jones - Financial Advisor: Jane E Khalaf	430 Sherman Ave, Palo Alto, CA 94306	65032xxxx6	a.j*******@e********.com							87631		100000
Dolan Capital Management	635 Bryant St Palo Alto, CA 94301	65032xxxx0
Wealth Architects	250 Cambridge Ave Ste 201, Palo Alto, CA 94306	65032xxxx4
Osborne Partners Capital Management	545 Middlefield Rd Ste 165 Menlo Park, CA 94025	65085xxxx0	aar**@o************.com
Charles Schwab	12 Ranch Dr Milpitas, CA 95035	40846xxxx0	fra*********@s***.com			2.1	10
Pacific Precious Metals	2778 Middlefield Rd Palo Alto, CA 94306	40871xxxx6	chr****@p******************.com	4.7	33	4.7	50					2400
Allstate Personal Financial Representative: Robert McGlinchy	467 Hamilton Ave Ste 11, Palo Alto, CA 94301	65032xxxx1	a**00@a*****.com
Brandin and Associates	1477 Portola Rd, Woodside, CA 94062	65032xxxx9
Fremont Bank	3866 Fallon Rd, Dublin, CA 94568	92531xxxx1	a@f**********.com	4.3	6					7233	317
Bay Area Commercial & Multifamily	4500 Great America Pkwy Fl 1 Santa Clara, CA 95054
Jing Chien - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com
Anna Paiva	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx5	acc**********@f**********.com
GW & Wade	540 Cowper St, Palo Alto, CA 94301	65061xxxx8	acm*@g***.com							211	2	218
Wellspring Capital Management	2600 El Camino Real, Palo Alto, CA 94306	65085xxxx5	car@w***********.com
Sequoia Wealth Advisors & Investment Management, Inc.	99 Almaden Blvd Ste 925, San Jose, CA 95113	40827xxxx0	nn@s********.com							258	4	270
Cefcu	670 Lincoln Ave, San Jose, CA 95126	40895xxxx0	aal************@c**.com	4.3	26
Canid Asset Management	330 2nd St, Los Altos, CA 94022	65094xxxx3
Sagemark Consulting	3000 Executive Pkwy, San Ramon, CA 94583	92527xxxx0	bd4***********************************@w***************.com
Ta Associates	70 Willow Rd Ste 100 Menlo Park, CA 94025	65032xxxx0
Edward Jones - Financial Advisor: Eunice H Scholten, CFP®\|AAMS™	39849 Paseo Padre Pkwy, Fremont, CA 94538	51077xxxx7	a.j*******@e********.com							87384		100000
Raymond James Financial Services	2817 Crow Canyon Rd, San Ramon, CA 94583	92531xxxx8
My Viet Investment	1879 Lundy Ave San Jose, CA 95131	40892xxxx8
Quantumwave Capital	540 University Ave, Palo Alto, CA 94301	65032xxxx0
Accel Partners	428 University Ave, Palo Alto, CA 94301	65061xxxx0	aar@a**.com
Morgan Stanley Wealth Management	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	a.e**@m*********************.com
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	amy***@a*.com
Richard Kapchuk	3945 Freedom Cir Ste 460 Ameriprise Financial Advisor Santa Clara, CA 95054	40833xxxx0
David Farkouh - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	arn********@a*.com		20					93		98
Thriving Asset Management	499 Middlefield Rd, Palo Alto, CA 94301	65064xxxx0	dav********@t*******.com
Mok Capital Management	4962 El Camino Real Ste 235, Los Altos, CA 94022	65031xxxx7	chr@m*******.com
Investor’s Capital Management	1100 Alma St Ste 200 Menlo Park, CA 94025	86696xxxx1	bri*@f*****.com			4.7	3
Sorensen, Kris	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
BCR CONSULTING GROUP	372 Turquoise St, Milpitas, CA 95035	40875xxxx8
Adams Street Partners	2730 Sand Hill Rd, Menlo Park, CA 94025	65033xxxx0	aa@a******************.com
INVESTALENT,LLC	210 Calderon Ave Apt 125, Mountain View, CA 94041	65081xxxx4
Edward Jones - Financial Advisor: Mandy Andrei	1045 W El Camino Real Ste C Mountain View, CA 94040	65032xxxx6	a.j*******@e********.com			4.2	5
LPL Financial- Karla Eastling CFP	1860 Embarcadero Rd Palo Alto, CA 94303	65032xxxx0	aar******@l.com			5	1
Ingenious CFO	39812 Mission Blvd Ste 206, Fremont, CA 94539	51041xxxx6	inf@i**********.com
Edward Jones - Financial Advisor: Judy Qiqin Zhu	39500 Stevenson Pl Ste 201, Fremont, CA 94539	51079xxxx0	a.j*******@e********.com							87384		100000
Edward Jones - Financial Advisor: Jeffrey R Bohn, CEPA®	5980 Stoneridge Dr Ste 104, Pleasanton, CA 94588	92522xxxx5	a.j*******@e********.com									106
Opportunity Capital	3900 Newpark Mall Rd Ste 203 Newark, CA 94560	86638xxxx6
Horizon Ventures	4 Main St, Los Altos, CA 94022	65091xxxx0	ash@h********.com
Bodri Capital Management	Palo Alto, CA 94301	65032xxxx6
Certified Planners Inc	2680 Bishop Dr, San Ramon, CA 94583	92586xxxx6	ae@c*******************.com
SDL Capital LP	1 1st St, Los Altos, CA 94022	65055xxxx5	fki***@s********.com
BayBridge Capital Group	5976 W Las Positas Blvd Ste 124 Pleasanton, CA 94588	88844xxxx4	anu**@b********.com			5	4			40		41
Harsch Investment Properties	3875 Hopyard Rd, Pleasanton, CA 94588	92521xxxx0	a04***********************************@w***************.com
Evans Wealth Management Group - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com
Fidelity Investments	251 University Ave Palo Alto, CA 94309	65032xxxx1	a61**@f*****.com			2	38			329005		352000
Principal - Closed	2099 Gateway Pl Ste 100, San Jose, CA 95110	40853xxxx0	a.m@p******.com
Silicon Valley Capital Management	335 Main St, Los Altos, CA 94022	41586xxxx0
Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40888xxxx9	cor*********@a*.com									106
Mayfield Advisors	550 N California Ave Palo Alto, CA 94301	65085xxxx0
A K J Asset Management	1180 Harker Ave, Palo Alto, CA 94301	65032xxxx0
Parakletos Adventures	175 Nortech Pkwy, San Jose, CA 95134	40894xxxx0	con**@p*******.com
Citi Personal Wealth Management	395 W El Camino Real, Sunnyvale, CA 94087	40873xxxx5	arc***************@c*.com	2.8	56					151265	2091	11
Edward Jones	20640 Patio Dr, Castro Valley, CA 94546	51088xxxx6	a.j*******@e********.com							87358		99000
Edward Jones - Financial Advisor: Rosalyn Antonio	20980 Redwood Rd Ste 120 Castro Valley, CA 94546	51088xxxx6	a.j*******@e********.com			1	1
Ticonderoga Capital	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx3	bob@t*****.com
Merrill Investment & Retirement Financial Center	39300 Fremont Blvd, Fremont, CA 94538	51089xxxx6	dom***************@b**********.com	5	1
Capital Sterling Investment Group	San Jose, CA 95101	40826xxxx0
Mayfield Investment Co Inc	1023 Corporation Way, Palo Alto, CA 94303	65049xxxx0	hed*@m**************.com
Encinal Investers	1600 El Camino Real, Menlo Park, CA 94025	65032xxxx6	bcu**@p********.com
David Mogannam-Financial Advisor	39533 Paseo Padre Pkwy, Fremont, CA 94538	51029xxxx8	aab**@b**********.com							40840	176	41000
Jacob Investments	43625 Mission Blvd Fremont, CA 94539	51065xxxx0
PTI Investment	47485 Seabridge Dr Fremont, CA 94538	51074xxxx8
KLM Capital Management Inc	10 Almaden Blvd, San Jose, CA 95113	40897xxxx8	alf***@k*******.com
Ivory Capital	7 Veronica Pl, Portola Valley, CA 94028	65053xxxx6
DAG Ventures	251 Lytton Ave Ste 200 Palo Alto, CA 94301	65054xxxx0	deb**@d********.com
Pamela Matthews - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com
Sutter Hill Ventures	755 Page Mill Rd Ste A200, Palo Alto, CA 94304	65049xxxx0	acc**********@s.com
Bedrock Capital Management	5050 El Camino Real Los Altos, CA 94022	65096xxxx4	eri@b************.com
Menlo Equities	490 California Ave Fl 4, Palo Alto, CA 94306	65032xxxx0	a**@m**********.com
Edward Jones - Financial Advisor: Tanner M Kohl	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com
Oak Investments Partners	525 University Ave Ste 1300, Palo Alto, CA 94301	65061xxxx0	ban*@o***.com
Edward Jones	69 Washington St, Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com							87358		99000
Breakwater Capital Management	300 Hamilton Ave, Palo Alto, CA 94301	65091xxxx0
Reinalt-Thomas Corp	4908 Southfront Rd, Livermore, CA 94551	92544xxxx5	aar**********@r*********.com							17485		18000
Canaan Management Inc	2765 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx2	aca***@c***.com	5	1
SolidRock Development Group, Inc.	14895 E 14th St Ste 400, San Leandro, CA 94578	51053xxxx0	inf@s*********.com
Paradice Investment Management	2420 Camino Ramon, San Ramon, CA 94583	92535xxxx5
Trust Deed Investing Mountain View	Mountain View, CA 94043	65088xxxx6
Tom Cochran-Bancwest Investment Services Wealth Financial Advisor	3081 Mckee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com							40839	176	41000
Jeanette Garretty, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx9	abl@r******.com
Frost Capital Management	941 E Charleston Rd, Palo Alto, CA 94303	65080xxxx9	kat***@h******.com
Gelormini Financial Advisory	4966 El Camino Real Los Altos, CA 94022	65096xxxx3
Wynn Financial Services	4695 Chabot Dr Pleasanton, CA 94588	92582xxxx1				5	1
Dome Realty & Investment	3418 Cardoza Ct, San Jose, CA 95132	51076xxxx5
Highcrest Management Group	4 Main St, Los Altos, CA 94022	65020xxxx0	arc******@h***********.com
Sullivan & Serwitz Investment	779 Altos Oaks Dr, Los Altos, CA 94024	65094xxxx1	inf@s*************.com	3	2
Edward Jones - Financial Advisor: Linh B Thai	855 Oak Grove Ave Ste 101, Menlo Park, CA 94025	65032xxxx3
Key Focus Wealth LLC	2430 Camino Ramon Suite 108, San Ramon, CA 94583	92527xxxx7	inf@k************.com
Mark Beach	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx1	add******@f**********.com
Crest Investment Group	61 Serra Way Milpitas, CA 95035
Prologis	3353 Gateway Blvd, Fremont, CA 94538	51065xxxx0	aad*@p*****.com	3.5	4
Pillar Wealth Management	Palo Alto, CA 94301	83363xxxx8	chr@p*****.com
Vale Capital	770 Menlo Ave Ste 201, Menlo Park, CA 94025	65060xxxx0	inf@v*****.net
Wealth Architects	800 W El Camino Real Ste 201 Mountain View, CA 94040	65032xxxx4	ada@w**************.com		22	5	1
Merrill Lynch Wealth Management	50 W San Fernando St 16th Fl, San Jose, CA 95113	40828xxxx0	ale********@m.com		16
Chris Merrifield	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx9	acc**********@f**********.com
A W Private Wealth Management	2000 Crow Canyon Pl, San Ramon, CA 94583	92586xxxx0	a@a****.com
World Innovation Lab	102 University Ave Ste 1A Palo Alto, CA 94301		bey********@w**.com
Seattle Investment Consultant	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx8
MassMutual Financial Group - NorCal Wealth Management	39350 Civic Ctr Dr Ste 230 Fremont, CA 94538	51049xxxx8	aah***@m*******.com
Fremont Bank	5829 Jarvis Ave Ste B, Newark, CA 94560	51094xxxx1	aar*******@f********.com
Pac Link Management	1400 Page Mill Rd, Palo Alto, CA 94304	65085xxxx6	inf@d************.org
City National Bank	245 Lytton Ave, Palo Alto, CA 94301	65081xxxx0	aba*****@n*****.cnb	5	1					5371	151	5900
The CJ Wealth Management Group-Morgan Stanley	245 Lytton Ave, Palo Alto, CA 94301	65068xxxx8	acc********@m**********.com
Michael Kato	2100 El Camino Real 2nd Fl, Palo Alto, CA 94306	65028xxxx7	acc**********@f**********.com
Goalpath Financial Planning	5050 El Camino Real Ste 203, Los Altos, CA 94022	65096xxxx7	bra@v*******.com
Morgan / Chapman Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12824
Legacy Partners Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx8	abc*****@u.com
ZNZ Capital Private Ltd	4260 Albany Dr, San Jose, CA 95129	70747xxxx6
Cypress Capital Group	Palo Alto, CA 94301	65042xxxx3	ala*******@c************.com			5	2			177		176
Edward Jones	856 W El Camino Real Mountain View, CA 94040	65096xxxx0	a.j*******@e********.com			5	1			87096		99000
Castaneda, Philip T	99 Almaden Blvd, San Jose, CA 95113	40894xxxx0	phi***********@r.com
SAS Financial Advisors	10 Iris St, Palomar Park, CA 94062	41577xxxx0
Fremont Bank	6654 Koll Center Pkwy Ste 345, Pleasanton, CA 94566	92541xxxx1	a.a***@f********.com
General Atlantic Partners	228 Hamilton Ave Fl 2 Palo Alto, CA 94301	65025xxxx0
Smart Compass Investments	275 Joaquin Ave, San Leandro, CA 94577	51096xxxx5
Urda Jim	39817 Paseo Padre Pkwy, Fremont, CA 94538	51077xxxx2
Kao Wealth Management Inc	4320 Stevens Creek Blvd Ste 126, San Jose, CA 95129	40848xxxx0	aar******@l.com							20103	234	21000
Azure Capital Partners	713 Santa Cruz Ave, Menlo Park, CA 94025	65066xxxx4	ada*******@a*****.com
Glaze Capital	4962 El Camino Real Ste 225, Los Altos, CA 94022	65093xxxx0
Deutsche Bank AG	2650 Birch St, Palo Alto, CA 94306	65075xxxx3
American Express	6001 Bollinger Canyon Rd, San Ramon, CA 94583	92532xxxx6	aar@a************.com							912552		79
Robertson Stephens - San Ramon	3223 Crow Canyon Rd Ste 245, San Ramon, CA 94583	92580xxxx0	abl@r******.com
Wales Investment Inc	2055 Junction Ave Ste 100, San Jose, CA 95131	40894xxxx6
Svb Capital	2400 Hanover St, Palo Alto, CA 94304	65049xxxx7	aa@s**.com
Cal State Realty & Mortgage	Po Box 734, Fremont, CA 94537	51047xxxx5	con****@c***********.net
Pwjohnson Wealth Management	1153 Bordeaux Dr, Sunnyvale, CA 94089	40874xxxx2	aus***@p******.com
Cynthia Lemus	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx3	acc**********@f**********.com
Pahal, Vora and Associates - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	ali*********@a*.com
Raymond James Financial	770 Menlo Ave Ste 208, Menlo Park, CA 94025	65056xxxx1
Jyk Investment Consulting Corp	39812 Mission Blvd, Fremont, CA 94539	51027xxxx8
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com
Curran and Lewis Investment Management Inc	830 Menlo Ave Ste 210, Menlo Park, CA 94025	65046xxxx0
Beck Investment Management	530 Lytton Ave Flr 2 Palo Alto, CA 94301	65032xxxx0	bec*********@c***********.com
NF Wealth Management - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	amb**************@a*.com							63	4	62
Deborah Abel Cfp	9 Vasilakos Ct, Menlo Park, CA 94025	65032xxxx3	ala********@s**************.com
Financial Network	15261 Hesperian Blvd, San Leandro, CA 94578	51031xxxx0	bea@c********.com
271 State Street	170 State St, Los Altos, CA 94022	65094xxxx9	inf@s***************.com
Pariveda Investment Manage	5050 El Camino Real, Los Altos, CA 94022	65058xxxx2	bmu**@p*****.com
Umpqua Bank	289 S San Antonio Rd, Los Altos, CA 94022	65055xxxx5	aar*******@u*******.com
Eric Stryker - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com
Lightspeed Venture Partners	2200 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	bej@l*********.com							5170	170	5400
Morgan Stanley	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx2	acc********@m**********.com
Tai Ning Trading & Investment Co Inc	2209 El Camino Real, Palo Alto, CA 94306	65032xxxx8
Sears Capital Management Inc	300 3rd St Ste 6, Los Altos, CA 94022	65094xxxx7
David Cooper - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com									162
Singh Properties, Inc.	43480 Mission Blvd #270, Fremont, CA 94539	83131xxxx0
College Planning ABC	3031 Tisch Way # 110, San Jose, CA 95128	40891xxxx8	dan*@c***************.com	5	27
Pacific Edge Inv Mgmt	800 W El Camino Real, Mountain View, CA 94040	65094xxxx5
Arti Investment Properties	2975 Bowers Ave, Santa Clara, CA 95051	40884xxxx1
LPL Financial	525 W Remington Dr Ste 124, Sunnyvale, CA 94087	40873xxxx8	aar******@l.com							20006	208
TEC Associates	111 Deerwood Rd, San Ramon, CA 94583	92583xxxx0	ash*@r*************.com
Accel	500 University Ave Palo Alto, CA 94301	65061xxxx0	abc**@a**.com	4.5	8
Johnson Lyman Wealth Advisor	4966 El Camino Real, Los Altos, CA 94022	65049xxxx3	bec*@j*****.com
Joe Guttadauro - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Tayan Partners Fund LP	1135 Trinity Dr, Menlo Park, CA 94025	65085xxxx1
Katco Financial Services	Sunnyvale, CA 94085	40872xxxx0	inf@s****************.de
Red Rock Ventures	530 Lytton Ave Ste 2 Palo Alto, CA 94301	65032xxxx1	b.b@r**************.com
Robert W Baird & Co	1661 Page Mill Rd, Palo Alto, CA 94304	65085xxxx3	aac***@r****.com							8171	956	8700
Mutual Fund Store	5684 Stoneridge Dr Pleasanton, CA 94588	92522xxxx5
Balboa Capital Corporation	4000 Executive Pkwy, San Ramon, CA 94583	92580xxxx8	aar*@b**********.com
Carlsbad Capital Investment	1259 El Camino Real # 266, Menlo Park, CA 94025	65032xxxx5
Harsch Investment Corp	4234 Hacienda Dr, Pleasanton, CA 94588	92546xxxx1
Cristin Kiper Sanchez	459 Main St Pleasanton, CA 94566	92558xxxx9
Grassi Investment Management	2350 Mission College Blvd Ste 190 Santa Clara, CA 95054	65093xxxx0	buz@g*********.com
Sierra Pacific Financial Advisors	39899 Balentine Dr, Newark, CA 94560	51043xxxx8	ama@s********.com							84		88
Liberty Group	419 N Shoreline Blvd Mountain View, CA 94043	65056xxxx0
Sequoia Capital	3000 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx7	a@s*********.com
Leininger Natalie CFP CDFA	5776 Stoneridge Mall Rd Ste 115 Pleasanton, CA 94588	51072xxxx8				2.5	2
Woodside Capital Partners	2471 E Bayshore Rd Ste 512, Palo Alto, CA 94303	65039xxxx4	akh***********@w********.com
A Life Well Spent	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx7	joh@a************.net
Vanguard Venture Partners	525 University Ave, Palo Alto, CA 94301	65032xxxx0
Nancy Versoza \| The Queen Of Infinite Banking	4623 Novato St, Union City, CA 94587	51078xxxx8	hel@l*****.com
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx7	arn********@a*.com							93		97
Tone Tran-Private Client Advisor	50 W San Fernando St, San Jose, CA 95113	40830xxxx9	aab**@b**********.com							40848	177	41000
Fan Asset Management	2700 Augustine Dr, Santa Clara, CA 95054	40874xxxx2	ste******@f*****.com
Westridge Wealth Strategies	158 Goya Rd, Portola Valley, CA 94028	65023xxxx2	rob@w**************.com
Farmers Insurance - Sonny Vu	11750 Dublin Blvd, Dublin, CA 94568	92582xxxx8	bdy*@f*********.com										1	1
Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx6	bfl************@a*.com	5	2
Bellatore Financial Inc	1550 The Alameda Ste 209, San Jose, CA 95126	40861xxxx7	bro@b******.com
Flagstar Bank	2499 Whipple Rd, Hayward, CA 94544	51072xxxx3
Morris Jeffrey A Group Inc	2500 Sand Hill Rd Ste 240, Menlo Park, CA 94025	65085xxxx3	inf@l*************.org
Honu Wealth Management	1307 S Mary Ave, Sunnyvale, CA 94087	40821xxxx0	g.w*****@h*******.com
SF Fiduciary Services	San Jose, CA 95132	66977xxxx0
Brett W. Berry	2550 Sand Hill Rd Ste 100, Menlo Park, CA 94025	65023xxxx8	add******@f**********.com							90275		115000
Raymond James	6101 Bollinger Canyon Rd, San Ramon, CA 94583	92536xxxx3	aar**********@r*********.com
Snyder Linda Investmt Rep	39849 Paseo Padre Pkwy Fremont, CA 94538	51077xxxx7
Goldpoint Investment Corp	5700 Stoneridge Mall Rd, Pleasanton, CA 94588	92570xxxx0
Morgan Stanley	245 Lytton Ave Ste 200 Palo Alto, CA 94301	65032xxxx0	acm*********@m**********.com			1	1
21168 Redwood Investment	21168 Redwood Rd, Castro Valley, CA 94546	51024xxxx6
Global Bancorp	700 E El Camino Real Mountain View, CA 94040	65081xxxx0	ali****@b**************.com
Will Yang - IntoWealth	1551 Mccarthy Blvd Ste 105 Milpitas, CA 95035	40858xxxx9	gov*******@i*******.com
Gibraltar Investment Corp	4546 El Camino Real, Los Altos, CA 94022	65094xxxx0	ef@g*******.com
Sam Oceguera	2201 Walnut Ave Ste 140 Fremont, CA 94538	51078xxxx8	aan****@f***********.com
Investor Center	1665 Charleston Rd Mountain View, CA 94043
Nightingale Financial Advisory	2600 El Camino Real, Palo Alto, CA 94306	65084xxxx0	aba***@r**********.com							2775	26	3300
KDC Properties & Investment	386 Greenoaks Dr, Atherton, CA 94027	65032xxxx2
Buckingham Asset Management	2445 Faber Pl, Palo Alto, CA 94303	40836xxxx0	ada*@b**************.com							538	3	629
Merrill Investment & Retirement Financial Center	43591 Mission Blvd, Fremont, CA 94539	51022xxxx5	car************@m.com
Edward Jones - Financial Advisor: Richard Disho	1762 1st St, Livermore, CA 94550	92545xxxx4	a.j*******@e********.com									2
IRA Specialist	4900 Hopyard Rd Ste 100 Pleasanton, CA 94588	92546xxxx5				5	1
Humanity Wealth Advisors	39899 Balentine Dr #200, Newark, CA 94560	51093xxxx8	hsh***@h***********.com
Kollreal	2000 Wyatt Dr, Santa Clara, CA 95054	40858xxxx0	aab*@k*.com
Amidzad	353 University Ave, Palo Alto, CA 94301	65032xxxx7	akb@m*********.com							36911		36000
The Ivy Group Commercial & Investment Real Estate	39488 Stevenson Pl Ste 100, Fremont, CA 94539	51021xxxx3	ali*@i**********.com	5	3			5	5	211	265	217			5	23
City National Bank	301 W Mckinley Ave Ste 100 Sunnyvale, CA 94086	40896xxxx0	aba*****@n*****.cnb							5371	151	5900
Pacific Precious Metals	39111 Paseo Padre Pkwy Ste 111 Fremont, CA 94538	34134xxxx1	chr****@p******************.com	4.8	31	4.7	51
Canyon Wealth Management - Ameriprise Financial Services	2817 Crow Canyon Rd Ste 206A, San Ramon, CA 94583	92582xxxx8	dea*****@a*.com		2
Edward Jones - Financial Advisor: Julius Fang	20640 Patio Dr, Castro Valley, CA 94546	51088xxxx6	a.j*******@e********.com
Norris Fiduciary Services	Scotts Valley, CA 95066	40829xxxx0	nan@n************.net			5	1
Quach, Chien & Associates - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	ale**********@a*.com
Billy Guan, Real Estate and Financial Professional	Walnut Creek, CA 94596	53034xxxx4	ali**@r******.com			5	4
Voila Investment Corporation	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx8	dav@e*********.com							2		3
Allstate Personal Financial Representative: Joyce Cave	617 Veterans Blvd Ste 215, Redwood City, CA 94063	65075xxxx1	a**00@a*****.com
Rick DuPont	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx0	add******@f**********.com
McKinley Capital Investment	3700 Beacon Ave Apt 430, Fremont, CA 94538	70471xxxx4
Edward Jones - Financial Advisor: Arjun Rawat	3130 Crow Canyon Pl Ste 230, San Ramon, CA 94583	92586xxxx6	a.j*******@e********.com							87384		100000
Xiangli Zhou - Prudential Financial	43152 Nielsen Ct, Fremont, Ca 94539	92530xxxx6	aar*****************@p*******.com
Fremont Bank	21001 San Ramon Valley Blvd Ste D3, San Ramon, CA 94583	92530xxxx1	a@f**********.com	5	1					7230	317
Ester Ng - Financial Advisor, Ameriprise Financial Services	164 Main St Ste 206, Los Altos, CA 94022	65094xxxx0	dns***@a*.com							16		17
Eaerendil	445 S San Antonio Rd, Los Altos, CA 94022	65094xxxx1
Tony Tarantino - Private Wealth Advisor, Ameriprise Financial Services	4900 Hopyard Rd Ste 270, Pleasanton, CA 94588	92546xxxx0	ant**************@a*.com		443
tradesstation24	Santa Clara, CA 95054	23424xxxx3
De Jarnatt, Paul E	147 Old Bernal Ave, Pleasanton, CA 94566	92546xxxx6
Rembrandt Venture Partners	2200 Sand Hill Rd Ste 160, Menlo Park, CA 94025	65023xxxx4	adm@r********.com
Edward Jones - Financial Advisor: Andrew S Castro	1100 Alma St Ste 201, Menlo Park, CA 94025	65032xxxx1	a.j*******@e********.com
Dag Ventures	251 Lytton Ave, Palo Alto, CA 94301	65054xxxx0	deb**@d********.com
Edward Jones - Financial Advisor: Rhonda W Wentzel	1100 Alma St Ste 201 Menlo Park, CA 94025	65032xxxx1	a.j*******@e********.com			5	1			84482
Edward Jones	6601 Dublin Blvd Ste P, Dublin, CA 94568	92580xxxx0	a.j*******@e********.com							87586		100000
Jaic America	525 University Ave Ste 210, Palo Alto, CA 94301	65061xxxx1
Edward Jones - Financial Advisor: Stephen C Kagan	1100 Alma St Ste 201, Menlo Park, CA 94025	65032xxxx1
J Y K Investment Consulting	39812 Mission Blvd Ste 102 Fremont, CA 94539	51049xxxx3
Semple Capital & Risk Management, LLC	130 Iris Way Palo Alto, CA 94303	65049xxxx5
TD Ameritrade	1950 University Ave, East Palo Alto, CA 94303	80066xxxx0	api@t***********.com							646210	192	658000
J & S Management	702 Marshall St, Redwood City, CA 94063	65036xxxx0
Pensionalysis, Inc.	522 San Anselmo Ave San Anselmo, CA 94960	41545xxxx4	chi@p***********.com			1	1
Steven Isaacson - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Samantha Quintanilla - Keller Williams Peninsula Estates	1430 Howard Ave, Burlingame, CA 94010	65097xxxx9	acc*********@k.com	5	4	5	19			199106
Matrix Insurance Agency	4655 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx6	cha@m*****.com
Fisher Lynch Capital	2882 Sand Hill Rd, Menlo Park, CA 94025	65028xxxx5
Kk Wealth Advisors	4300 El Camino Real Los Altos, CA 94022	65094xxxx0	e7e***********************************@w***************.com
Johnson Lyman Wealth Advisors	2600 El Camino Real, Palo Alto, CA 94306	65049xxxx3	bec*@j*****.com
Blue Oak Capital	2600 El Camino Real Ste 415, Palo Alto, CA 94306	65025xxxx5
691 Milpitas Investors	691 S Milpitas Blvd, Milpitas, CA 95035	40895xxxx5
Gordon & Associates	39767 Paseo Padre Pkwy Fremont, CA 94538	51043xxxx2
Beck Investment Management	530 Lytton Ave, Palo Alto, CA 94301	65032xxxx0	les******@b*******.com
Carbon Venture Partners	125 University Ave Ste 88, Palo Alto, CA 94301	65066xxxx3
Catherine Dooling	650 Live Oak Ave, Menlo Park, CA 94025	65043xxxx3
Edward Jones	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com			5	4			84699
McKinley Financial Group	555 Twin Dolphin Dr Ste 170, Redwood City, CA 94065	65055xxxx0											5	1
Santikul, Clifton	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	wms********@r.com							14774		16000
168 Realty	1797 Shamrock Ave, Santa Clara, CA 95051	40876xxxx4	rea*******@g**.com
Gunn Financial	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx2	a.j*******@e********.com
Mission Investment Capital	39650 Liberty St, Fremont, CA 94538	51027xxxx0
Risk Management Solutions Inc	7575 Gateway Blvd Ste 300, Newark, CA 94560	51050xxxx0	abc*****@r.com	4.4	25			4.2	14	3947		4300
Third Point	2180 Sand Hill Rd Ste 400, Menlo Park, CA 94025	65039xxxx5
Pravada Capital	355 Ambar Way Menlo Par, CA 94025	65064xxxx7
Atlantic Financial	32134 Alvarado Blvd, Union City, CA 94587	51042xxxx0	and*@a**************.com							116936		112000
Best Property Management Inc	40069 Mission Blvd, Fremont, CA 94539	51077xxxx4	aal*********@b***********.com	5	189			5	7	233	3	246			4.5	97
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
Whelan & Gratney Capital Management	611 Santa Cruz Ave Ste C Menlo Park, CA 94025	65083xxxx0
CalNest Financial & Realty Corporation	43731 Boscell Rd, Fremont, CA 94538	51096xxxx9	inf@c*****.com
Sierra Ventures	2884 Sand Hill Rd Ste 100, Menlo Park, CA 94025	65085xxxx0	aar@s***********.com
Aapex Property Management	3526 Investment Blvd Suite 212, Hayward, CA 94545	51029xxxx0	aap**********@g**.com	4.1	92					125	12
P R Taylor Associates	535 Cowper St Palo Alto, CA 94301	65032xxxx0
UBS Financial Services Inc.	775 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	acc*************@u.com
Family Wealth Consulting Group	1740 Technology Dr Ste 260, San Jose, CA 95110	40845xxxx0	a@f***.net
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Breuner Asset Management	1252 Quarry Ln Pleasanton, CA 94566	92584xxxx7
Mwy Fund Service	555 Twin Dolphin Dr, Redwood City, CA 94065	65048xxxx1
Investors Property Services	5 Newell Ct East Palo Alto, CA 94303	65056xxxx7
Ameriprise Financial Advisors	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	ame***************@e.ameriprise
Jon Goldstein	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx0	acc**********@f**********.com
Cornerstone Capital	200 Homer Ave Palo Alto, CA 94301	65056xxxx0		5	1
Umpqua Bank	225 W Santa Clara St Ste 150, San Jose, CA 95113	40875xxxx0	aam*******@u*******.com					4	1189	50651	669	49000
Commercenet	169 University Ave, Palo Alto, CA 94301	65028xxxx0	all**********@c*****.net
First Republic Bank - Temp. CLOSED	401 San Antonio Rd Ste 68 Mountain View, CA 94040	65038xxxx8	acc**********@f**********.com			5	7
Securities America Inc	2000 Broadway St, Redwood City, CA 94063	65036xxxx3	aar******@s**************.com
Chi Kim - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	and********@a*.com
Ardenbrook Inc.	4725 Thornton Ave, Fremont, CA 94536	51056xxxx0	bru**@a*******.com	2.7	3
Dalton Realty	510 Waverley St, Palo Alto, CA 94301	65032xxxx1	ang@d*******.com
Makena Capital Management	2755 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65092xxxx0	aaq**@m******.com
Morgan Stanley Wealth Management	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx1	acm*********@m**********.com
Michelle Wilbur - Financial Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92542xxxx6	bfl************@a*.com
Cambria Group	2055 Woodside Rd Ste 195, Redwood City, CA 94061	65032xxxx0	cry@c*********.com
Jaimee Bulaso	1718 Ringwood Ave, Ste 1000, Hayward, CA 94541	65066xxxx8	dns****@a*****.com
Carr Wealth Management	4695 Chabot Dr Ste 200 Pleasanton, CA 94588	92548xxxx1	ant**@c*******.com
Charles Schwab	800 El Camino Real Ste 100 Menlo Park, CA 94025	65061xxxx0	jan***@s***.com			3.1	12
Edward Jones - Financial Advisor: Travis Benjamin, CFP®	1001 Laurel St Ste D, San Carlos, CA 94070	65063xxxx4	a.j*******@e********.com							87630		100000
Morgan Stanley	2775 Sand Hill Rd, Menlo Park, CA 94025	83365xxxx7	acm*********@m**********.com
Willow Ridge Capital Advisors	4733 Chabot Dr Ste 206, Pleasanton, CA 94588	92546xxxx5
Royal Alliance Assoc Inc	21573 Foothill Blvd, Hayward, CA 94541	92594xxxx1
Reising Financial	4695 Chabot Dr Ste 200, Pleasanton, CA 94588	51080xxxx5	joh@r**************.com
Best Property Management Inc.	2300 1st St Ste 336, livermore, CA 94550	92545xxxx0	aal*********@b***********.com							217	3
Bo Shan	650 Live Oak Ave, Menlo Park, CA 94025	65043xxxx3
El Dorado Ventures	2440 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65085xxxx0
Charles Schwab	6200 Stoneridge Mall Rd Pleasanton, CA 94588	92587xxxx0	ask****@s***.com			3.2	6
Claremont Retirement Management Services	10 Crow Canyon Ct Ste 101, San Ramon, CA 94583	92536xxxx4	nn@c**************.com	1	1
Morgan Stanley	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	aal*****@m**********.com							113325	3090	131000
Ingram & Associates Inc.	665 Belden Ct, Los Altos, CA 94022	65091xxxx8	con**@i*******************.com
Tomtex Investments Corp	30761 Dyer St, Union City, CA 94587	51044xxxx8
Rich Estate Investment, LLC	2450 Washington Ave #100, San Leandro, CA 94577	51083xxxx8
SDL Ventures/SDL Capital	4984 El Camino Real Ste 230 Los Altos, CA 94022	65055xxxx5	fki***@s********.com
Bob Jersin, CFA, CPA, MBA -Jersin Financial Services	931 Hartz Way Ste 120 Danville, CA 94526	92572xxxx0	bob@j**************.com			5	1
Triple Point Capital Partners	2420 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0	j.s**@t*.com
Vannini Capital Management	203 Redwood Shores Pkwy, Redwood City, CA 94065	65061xxxx0
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com	4.5	2					200	4	202
Millar Financial	39560 Stevenson Pl #111, Fremont, CA 94539	51079xxxx5	inf@b*********************.com
Rockpoint Capital	419 S San Antonio Rd, Los Altos, CA 94022	65055xxxx0
Dan Goldie Financial Services - Dirk Gilliard	750 Menlo Ave Ste 200, Menlo Park, CA 94025	65056xxxx1
Sami Najafi Shaeghi-Wealth Financial Advisor	50 W San Fernando St, San Jose, CA 95113	40849xxxx8	aab**@b**********.com					3	1064	98478	1602	99000
Ameriprise Financial Advisors	425 Sherman Ave Ste 100 Palo Alto, CA 94306	65032xxxx6
Securities America Inc	160 W Santa Clara St, San Jose, CA 95113	40879xxxx4	aad******@s**************.com
Tallac Jacklin Investors	820 N Hillview Dr Milpitas, CA 95035	40894xxxx1
Brighton Jones	530 Lytton Ave Fl 2 Palo Alto, CA 94301	65061xxxx0	acc*****@b**********.com
Cec Capital Management	2635 N 1st St, San Jose, CA 95134	40843xxxx5
Goldie Dan Finanical Services	750 Menlo Ave Ste 200, Menlo Park, CA 94025	65056xxxx1
Lasecke Weil Wealth Advisory Group	624 University Ave Palo Alto, CA 94301	65032xxxx0				2	1
Classic Portfolio Management	138 Yale Rd, Menlo Park, CA 94025	65032xxxx0
Evercore	2494 Sand Hill Rd, Menlo Park, CA 94025	65056xxxx0
Falcon Wealth Planning	2570 N First St Ste 200 San Jose, CA 95131	85596xxxx6	inf@f******.com	4.7	14	1	1
Flagstar Bank	19330 Stevens Creek Blvd, Cupertino, CA 95014	40883xxxx0
Ruby Lin - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	65060xxxx1	blu******@r.com
Michael B Mulvihill Cfp	4030 Moorpark Ave, San Jose, CA 95117	40824xxxx1	dom**@a*********.com	3	2					2986	27	3500
Daulat	30930 Huntwood Ave, Hayward, CA 94544	41552xxxx3	m@d******.com	5	7			5	30			530
Edward Jones - Financial Advisor: Daniel J Zachary, CFP®\|ChFC®\|AAMS™	39500 Stevenson Pl Ste 201, Fremont, CA 94539	51079xxxx0	a.j*******@e********.com	5	1					87586		100000
Gold Quest Investment	333 W Maude Ave Ste 103, Sunnyvale, CA 94085	40873xxxx8
Edelman Financial Engines	3945 Freedom Cir Ste 950, Santa Clara, CA 95054	88875xxxx2	aar@e*************.com							18779	20	20000
Certified Planners, Inc.	2333 San Ramon Valley Blvd Ste 185, San Ramon, CA 94583	92555xxxx0	ae@c*******************.com
Legacy Partners	2010 Crow Canyon Pl Ste 212, San Ramon, CA 94583	92527xxxx2
Abundance Wealth Planning	39899 Balentine Dr Ste 200 Newark, CA 94560	51093xxxx7	jku@f*****************.com			5	9					111
Moore Financial Services, Inc.	39275 State St, Fremont, CA 94538	51049xxxx0	che*@m***********.com
OnePointReps	Fremont, CA 94538	92538xxxx9
Pleasanton Financial Advisors	1811 Santa Rita Rd Ste 211, Pleasanton, CA 94566	92584xxxx8	hel@b******.com							89	2	110
Eckmann, Lois	3075A Hansen Way, Palo Alto, CA 94304	65047xxxx6	ale********@m.com
Allstate Personal Financial Representative: Ryan De La Torre	1713 2nd St, Livermore, CA 94550	92585xxxx8	a**00@a*****.com
Daniel Lee	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx7	add******@f**********.com
Fulton Wealth Management Group-Morgan Stanley	1400 Page Mill Rd, Palo Alto, CA 94304	65085xxxx6	acc********@m**********.com
California Real Estate Investment Group	1944 Fiorio Cir, Pleasanton, CA 94566	92584xxxx0
Rivermark Wealth Management	800 W El Camino Real Ste 180 Mountain View, CA 94040	40837xxxx7	inf@f******.com	5	6	5	1			254	21	290
Umpqua Bank Home Lending	225 W Santa Clara St Ste 150, San Jose, CA 95113	40883xxxx5	aar*******@u*******.com					4	1189	50650	669	49000
Sunhill Investments	San Jose, CA 95101	40825xxxx6				5	1
Yintai Investment Company	2001 Gateway Pl, San Jose, CA 95110	40856xxxx3
Thompson Hutton	800 El Camino Real, Menlo Park, CA 94025	65061xxxx2	inf@l*************.com							2		2
Embarcadero Capital Partners	99 Almaden Blvd, San Jose, CA 95113	40897xxxx4
Viewpoint Financial Network	7011 Koll Center Pkwy Ste 260 Pleasanton, CA 94566	92522xxxx8	rsa***@v********.com	5	2
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
Constellation Wealth Advisors	3000 Sand Hill Rd Ste 2-160, Menlo Park, CA 94025	65041xxxx9	dav@c************.com
Crescendo Venture	600 Hansen Way, Palo Alto, CA 94304	65047xxxx0	bpl*@c**************.com
Edward Jones	2778 Middlefield Rd, Palo Alto, CA 94306	65032xxxx6	a.j*******@e********.com							87631		100000	5	1
Meisebach Capital Management	100 Hamilton Ave Palo Alto, CA 94301	65056xxxx3
U.S. Venture Partners	2735 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0	aad*@u*.com
Morgan Stanley Wealth Management	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	acm*********@m**********.com
Sensiba	5960 Inglewood Dr Ste 201 Pleasanton, CA 94588	92527xxxx0	aar@s***.com			1.7	7			461	51	474
ICCP Venture Partners - Venture Capitalist Firm	535 Middlefield Rd Ste 280 Menlo Park, CA 94025	65032xxxx0	con**@i****************.com
James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Dean Jackson	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx6	add******@f**********.com
Merrill Lynch Wealth Management	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx1	ale********@m.com		11
Opes Wealth Management	535 Middlefield Rd Ste 160 Menlo Park, CA 94025	40883xxxx0	ewh**@o*******.com
Peninsula Land and Capital	2390 El Camino Real Ste 210 Palo Alto, CA 94306	65032xxxx4	bsm*@p**********.com
Edward Jones - Financial Advisor: Aileen A Low	4966 El Camino Real, Ste 125 Los Altos, CA 94022	65056xxxx1	a.j*******@e********.com
Prosperity Financial Group Inc	2333 San Ramon Valley Blvd Ste 200, San Ramon, CA 94583	92531xxxx0	chr@p*********.com							3045	25	3000
Fremont Bank	1480 E 14th St, San Leandro, CA 94577	51061xxxx1	a@f**********.com	4.3	11					7265	335	7300
Bradley Noval - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	bno*@a*.com
Momentor Ventures	Palo Alto, CA 94301		mom*********@w********.com
Grodin Financial Services	14515 Catalina St, San Leandro, CA 94577	51035xxxx5	545***********************************@w***************.com
Singapore Heng Sheng	5976 W Las Positas Blvd Ste 120 Pleasanton, CA 94588	51098xxxx1
Don Woo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	don**@r.com
Morgan Stanley Wealth Management	2725 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	aal*****@m**********.com							113354	3089	131000
H & Q Asia Pacific	400 Hamilton Ave Ste 250, Palo Alto, CA 94301	65083xxxx8	ahu*@h*.com
Fremont Bank	1879 Holmes St, Livermore, CA 94550	92560xxxx1	a.a***@f********.com							7266	335	7300
Summit Partners	499 Hamilton Ave Palo Alto, CA 94301	65032xxxx6	aa@s*************.com
Real Estate Investor and Financial Lender	Hayward, CA 94541	51082xxxx1
Daulat	30920 Huntwood Ave Ste 203 Hayward, CA 94544	34787xxxx5	ric@d*****.com							2567		2900
Thomas & Atkinson Capital Mgmt	1040 Noel Dr, Menlo Park, CA 94025	65092xxxx5
Karpeles Mark Investmt Rep	46923 Warm Springs Blvd Fremont, CA 94539	51065xxxx6
Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com
Merrill Lynch Wealth Management	4900 Hopyard Rd, Pleasanton, CA 94588	92522xxxx0	al_*******@m.com	5	2
Global Financial Manage Inc	2471 Autumnvale Dr, San Jose, CA 95131	40858xxxx0
Securities American	101 Metro Dr, San Jose, CA 95110	40845xxxx0	aar******@s**************.com
Mirador Capital Partners	6700 Koll Center Pkwy Ste 230 Pleasanton, CA 94566	92562xxxx0	agl*****@m******.com	5	6
De Sousa Insurance & Financial	39159 Paseo Padre Pkwy #309, Fremont, CA 94538	51079xxxx1
MYeCFO	171 Main St Ste 230 Los Altos, CA 94022	65023xxxx9	adv***@m***.com			2	1
Honosutomo, Lucie	99 Almaden Blvd, San Jose, CA 95113	40894xxxx4	rbc*******@r.com							14775		16000
The Angels Forum Management Company	PO Box 1605, Los Altos, CA 94023	65085xxxx0	car@h*****.com
Alan D Biller & Assoc Inc	535 Middlefield Rd Ste 230, Menlo Park, CA 94025	65032xxxx3	ala@a********.com	5	2
Merrill Lynch Wealth Management	333 Middlefield Rd, Menlo Park, CA 94025	65047xxxx8	ban*******************@m.com
Private Funding Solutions	5700 Stoneridge Mall Rd Ste 275 Pleasanton, CA 94588	92548xxxx1
Vertex Wealth Management	640 W California Ave Ste 210 Sunnyvale, CA 94086	40876xxxx4	mer************@l.com
Venture Growth Associates	2479 E Bayshore Rd Palo Alto, CA 94303	65085xxxx0
Allpro Inc Property Management	3909 Stevenson Blvd # B, Fremont, CA 94538	51065xxxx6	re4**@a******.com	3.4	5
Whelan Capital Management	702 Marshall St, Redwood City, CA 94063	65036xxxx0
Edward Jones - Financial Advisor: Jim Knipple	69 Washington St, Santa Clara, CA 95050	40898xxxx9
Morgan Stanley	4309 Hacienda Dr Ste 200 Pleasanton, CA 94588	92573xxxx0	int********@m**********.com			1.8	10
TA Associates	70 Willow Rd, Menlo Park, CA 94025	65032xxxx0	aad****@t.com
Mission Hill Investments Inc	212 Clarence Way, Fremont, CA 94539	51062xxxx4
Beck Investment Management	345 Hamilton Ave, Palo Alto, CA 94301	65032xxxx0
Skyline Asset Management	121 W Washington Ave, Sunnyvale, CA 94086	40874xxxx7
Fairway Asset Management	2010 Crow Canyon Pl, San Ramon, CA 94583	92555xxxx7	c18***************************@s***.wixpress
Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®\|ChFC®\|AAMS™	165 University Ave, Palo Alto, CA 94301	65032xxxx3	a.j*******@e********.com
Kilinamjaro Capital	1047 El Camino Real, Menlo Park, CA 94025	65025xxxx0
Liberty Asset Management	544 San Antonio Rd Mountain View, CA 94040	65055xxxx1
Sterling Stamos Capital Management LP	2498 Sand Hill Rd, Menlo Park, CA 94025	21228xxxx0	all@s**********.com
Woodbury Financial Services Inc	2000 Crow Canyon Pl Ste 185, San Ramon, CA 94583	92598xxxx0
Milpitas Boulevard Ventures	691 S Milpitas Blvd, Milpitas, CA 95035	40895xxxx5
Boston Common Asset Management	702 Marshall St, Redwood City, CA 94063	65029xxxx9
3P Equity Partners	3031 Tisch Way Ste 130, San Jose, CA 95128	40898xxxx0	inf@3******.com										5	1
Fox Paine & Company	3500 Alameda De Las Pulgas Ste 150, Menlo Park, CA 94025	65023xxxx5	amb*@f*****.com
Siena Wealth Management Inc	1550 The Alameda Ste 300, San Jose, CA 95126	40828xxxx0	rho**@s********.com							5382	47	5500
Smart Path Wealth Management	4695 Chabot Dr Ste 200 Pleasanton, CA 94588	92526xxxx5	jsm*@s********.com	5	2	5	8
Curran & Lewis Investment MNT	555 Twin Dolphin Dr, Redwood City, CA 94065	65062xxxx2	fer***@c***********.com
wealthymindinvestments.com	35111 F, Newark Blvd #54, Newark, CA 94560	51085xxxx6	ale@w********************.com	1.5	2			5	58			778
Integrated Asset Management	3000 Sand Hill Rd Ste 4-100, Menlo Park, CA 94025	65023xxxx0
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	ama*******@a*.com							201	2	202
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Whitney Investment Co.	801 Brewster Ave, Redwood City, CA 94063	65036xxxx0
Bettencourt Real Estate Services	1251 Park Ave, San Jose, CA 95126	40827xxxx0	adv******@m********.com	4	4					4045	124	4700
Livermore Valley Investments	857 Whithorn Ct, Livermore, CA 94551	92551xxxx5
George Proulx Agency	7950 Dublin Blvd Ste 312, Dublin, CA 94568	92536xxxx5	aah@f**********.com
Tahoe Asset Management	19925 Stevens Creek Blvd, Cupertino, CA 95014	40865xxxx7
Jp Investment and Property Management	27495 Manon Ave, Hayward, CA 94544	51078xxxx7
Protected Investors Of America	39111 Paseo Padre Pkwy, Fremont, CA 94538	51074xxxx4	afa**@p***************.com
The Blue Jade Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3	blu******@r.com
Croft Christopher D	513 Jackson Dr Palo Alto, CA 94303	65032xxxx0
Dfj	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	abd*******@d.com
Zuk & Associates	535 Middlefield Rd, Menlo Park, CA 94025	65032xxxx5	aga*@z*********.com
Infinity Investment Consulting	4127 Bay St Ste 3, Fremont, CA 94538	51044xxxx0
Sterling Bank & Trust	38990 Paseo Padre Pkwy Ste B Fremont, CA 94538	51079xxxx8	agl**@s*********.com		8	3.7	3
Hilary Hendershott Wealth Management	1922 The Alameda, San Jose, CA 95126	40876xxxx5
Danny Rozansky, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx0	abl@r******.com							996	8	1000
Us Trust	1000 El Camino Real Ste 100, Menlo Park, CA 94025	65046xxxx0
Mish International Monetary	1154 University Dr Menlo Park, CA 94025	65032xxxx2	joh*****@m**************.com	4.1	29	4.6	38
Investment Exchange Services	360 Kiely Blvd, San Jose, CA 95129	40898xxxx5
Edv Management	702 Oak Grove Ave, Menlo Park, CA 94025	65085xxxx0
Knight Nancy Investmt Rep	43443 Mission Blvd Fremont, CA 94539	51065xxxx0
Brian Araki	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx3	acc**********@f**********.com
Pariveda Investment Management	5050 El Camino Real Ste 102 Los Altos, CA 94022	65058xxxx1	ach**********@p*****.com
Merrill Lynch Wealth Management	5300 Stevens Creek Blvd Ste 120, San Jose, CA 95129	40855xxxx0	aas**********@m.com
Currenex	1700 Seaport Blvd Ste 240, Redwood City, CA 94063	65036xxxx7	aca**@c*****.com
Osborne Partners Capital Management	525 Middlefield Rd, Menlo Park, CA 94025	65085xxxx0	aar**@o************.com
Strout Investments	Newark, CA 94560	51022xxxx9
REI Invest Inc.	1161 Ringwood Ct Ste 130, San Jose, CA 95131	40843xxxx6											1	1
Castaneda-Sargenti-Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Perkins Real Estate Inc	1684 Decoto Rd Ste 166, Union City, CA 94587	51057xxxx9		5	4
Gibraltar Investment Corp	250 Del Medio Ave, Mountain View, CA 94040	65094xxxx2
GMG Investments International	Fremont, CA 94538	51044xxxx2
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dch*@a*.com							36		38
American Income Life-mat Hart	5500 Stewart Ave Ste 151, Fremont, CA 94538	20920xxxx9
Kaspick & Company	203 Redwood Shores Pkwy Ste 300, Redwood City, CA 94065	65058xxxx0
Cefcu	3980 Rivermark Plz, Santa Clara, CA 95054	40854xxxx0	aal************@c**.com	5	3					50684
Fremont Bank	3549 Castro Valley Blvd, Castro Valley, CA 94546	51051xxxx1	a.a***@f********.com
El Camino Investment	2051 El Camino Real, Palo Alto, CA 94306	65032xxxx2
Albert Hsia - Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alb********@a*.com
Brian’s Trade	Sunnyvale, CA 94089	66920xxxx4
Edward Jones - Financial Advisor: Zubair A Hakimi, AAMS™	43360 Mission Blvd #210, Fremont, CA 94539	51065xxxx6	a.j*******@e********.com							149	5	151
Connor Group	3979 Freedom Cir Ste 700 Santa Clara, CA 95054	65030xxxx1	aar@c*****.com	4.5	2							262
Charles Truong-Wealth Financial Advisor	15075 Farnsworth St, San Leandro, CA 94579	51036xxxx7	aab**@b**********.com							40848	177	41000
Robinson Edward Cpa	44808 S Grimmer Blvd, Fremont, CA 94538	51065xxxx0		3	4
Morgan Stanley Wealth Management	1001 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	a.c****@p******.com							112980	3042	129000
Nestegg Investments Inc	6200 Stoneridge Mall Rd, Pleasanton, CA 94588	92539xxxx9	abe@n************.net							25		27
Ardenbrook Inc	4725 Thornton Ave, Fremont, CA 94536	51079xxxx0	bci****@a*******.com	2.7	3
Eaerendil	885 N San Antonio Rd, Los Altos, CA 94022	65094xxxx4
Lehrer Management Co.	20400 Stevens Creek Blvd, Cupertino, CA 95014	40899xxxx9	adi@c****.com					5	44			964
Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	deb*************@a*.com							88		90
Fremont Bank	160 W Santa Clara St Ste 100, San Jose, CA 95113	40866xxxx1	a.a***@f********.com							7265	335	7300
International Leadership Development	2221 Oakland Rd San Jose, CA 95131	40871xxxx2
Greta Tseng - BQ Realty	3080 Olcott St Ste D232 Santa Clara, CA 95054	51076xxxx5	aar******@g**.com
EnFin Wealth Management	2201 Walnut Ave, Fremont, CA 94538	51078xxxx1	joh@e*********.com
Steve Bono	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx5	acc**********@f**********.com
Hsiao Judith & Associates	2077 Gold, San Jose, CA 95101	40826xxxx8
TRM Tax Solutions	39899 Balentine Dr #200, Newark, CA 94560	40844xxxx2	hos*****@o.com	5	6					1782	13	1700
Prialta Advisors	1737 N 1st St, San Jose, CA 95112	40843xxxx0
Tiemann Investment Advisors	750 Menlo Ave, Menlo Park, CA 94025	65056xxxx0	inf@t*****.net
Bay Realty Group Property Management	3619 Madison Common, Fremont, CA 94538	41530xxxx9
Luma Partners	125 University Ave, Palo Alto, CA 94301	65046xxxx0	ago*****@l*********.com							424	33	484
Karen J Goodwin - Financial Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92552xxxx0	ann*********@a*.com							332		333
Tray3	150 Alta Vista Dr, Atherton, CA 94027	65023xxxx2
Ameriprise Financial Advisors	3130 De La Cruz Blvd Ste 128 Santa Clara, CA 95054	40898xxxx5	ame***************@e.ameriprise							132678		134000
Elgan Investments	883 N Shoreline Blvd Mountain View, CA 94043	40872xxxx9	baf***************************@s***.wixpress
New Spring Financial Planning	2440 Camino Ramon Ste 135, San Ramon, CA 94583	92532xxxx0
Capital Asset Management Co	2555 Park Blvd, Palo Alto, CA 94306	41526xxxx8
Alpine Capital Management	2600 Camino Ramon, San Ramon, CA 94583	92585xxxx9
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	47
Investors Capitol Management	1100 Alma St Ste 200, Menlo Park, CA 94025	86696xxxx1	bri*@f*****.com
Sigma Partners	1600 El Camino Real, Menlo Park, CA 94025	92590xxxx2	am@s************.com
Usvp Management Co	1460 El Camino Real, Menlo Park, CA 94025	65023xxxx6	aad*@u*.com
BlackRock Financial Management	820 Ramona St, Palo Alto, CA 94301	65028xxxx1	aam*******@b******.com
Frank A Branson Inc	435 Middlefield Rd, Palo Alto, CA 94301	65032xxxx0
Parkhurst, Justin	99 Almaden Blvd, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
GSV Asset Management	2925 Woodside Rd, Woodside, CA 94062	65023xxxx7	cat****@g**.com
Sears Capital Management	300 3rd St Ste 6 Los Altos, CA 94022	65094xxxx7
Richard Gross - Ameriprise Financial Advisor	3825 Hopyard Rd Ste 170 Pleasanton, CA 94588	92522xxxx8	dns***@a*.com
Minjoo Lee, CPA	2950 Merced Street Suite 102D San Leandro, CA 94577	41525xxxx1				5	2
Bedrock Capital Management Inc	4300 El Camino Real, Los Altos, CA 94022	65020xxxx4	acf*@a*.com
Algo Depth	2191 Louis Rd, Palo Alto, CA 94303	40193xxxx8
Edward Jones - Financial Advisor: Evonne Carter	855 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							85136
S4 Capital	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0			11
Bordeaux Wealth Advisors	1550 El Camino Real Ste 100, Menlo Park, CA 94025	65028xxxx5	inf@b**************.com
Hynek Financial Adviser's	333 W Santa Clara St Ste 606, San Jose, CA 95113	40899xxxx0	gay*****@l.com
Real Estate Investment & Management	6267 Lido Ct, Newark, CA 94560	51079xxxx5
Tnp Capital Management Inc	894 Shirley Ave, Sunnyvale, CA 94086	40873xxxx5
Edward Jones - Financial Advisor: Robert W Diaz	1309 S Mary Ave Ste 204, Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com									82
Edward Jones - Financial Advisor: Todd Bergstrom, CFP®\|AAMS™	21710 Stevens Creek Blvd Ste 135, Cupertino, CA 95014	40897xxxx9	a.j*******@e********.com							87384		100000
Adap Tax Financial, Inc.	4725 First St Ste 275 Pleasanton, CA 94566	92521xxxx1	gcr***@a****.com	4.3	3	4.6	21
Cognizant Wealth Advisors	530 Lytton Ave Fl 2 , Ste 224 Palo Alto, CA 94301	65020xxxx2	art******@c************.com			5	1			330	3
Hillspire Inc.	1010 Alma St, Menlo Park, CA 94025	65032xxxx4		1.5	2
Nelson Capital Management	1860 Embarcadero Rd Palo Alto, CA 94303	65049xxxx0	adr***@n**********.com
Morgan Stanley Wealth Management	2775 Sand Hill Rd, Menlo Park, CA 94025	65092xxxx7	acm*********@m**********.com
Cathy Snow - Farmers Insurance	5502 Sunol Blvd Pleasanton, CA 94566	92542xxxx0
Opus: Advice First - Ameriprise Financial Services	2479 E Bayshore Rd Ste 235 Palo Alto, CA 94303	65047xxxx0	and*********@a*.com			1.5	2			220	6	233
Valerie Nguyen-Private Client Advisor	50 W San Fernando St, San Jose, CA 95113	40831xxxx1	aab**@b**********.com							40848	177	41000
Todd Ferreira - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	amb**************@a*.com							63	4	62
InvestSkills	Palo Alto, CA 94301	65053xxxx6				5	3
Royal Alliance Assoc Inc	5870 Stoneridge Mall Rd Ste 208, Pleasanton, CA 94588	92546xxxx5	aba***@r**********.com							2760	26	3300
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services	920 Saratoga Ave Ste 105C, San Jose, CA 95129	40849xxxx9	dns***@a*.com							49		50
Erik Cormier - Financial Advisor, Ameriprise Financial Services	522 Ramona St, Palo Alto, CA 94301	86028xxxx2	dns***@a*.com							324		333
Creekside Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx1	abc*****@u.com
Menlo Oaks Capital Group	885 Oak Grove Ave Ste 208, Menlo Park, CA 94025	65039xxxx2
Edward Jones - Financial Advisor: Kathryn M. Holland	6601 Dublin Blvd Ste P, Dublin, CA 94568	92580xxxx0	acc********@e********.com							87384		100000
Alice Simpson - Ameriprise Financial Advisor	425 Sherman Ave Ste 100 Palo Alto, CA 94306	65032xxxx6
Flagstar Bank	2875 El Camino Real, Palo Alto, CA 94306	65031xxxx0
Fairway Financial Consulting	37600 Central Ct Ste 264 Newark, CA 94560	51078xxxx2	c18***************************@s***.wixpress			5	1
Bennicas & Associates	2995 Woodside Rd Ste 250, Woodside, CA 94062	65085xxxx1	pat**************@b***************.com
SoftBank Vision Fund	300 El Camino Real, Menlo Park, CA 94025	65056xxxx0	myf*****@v*******.com	3.9	14
Monterey Private Wealth	4900 Hopyard Rd Ste 100 Pleasanton, CA 94588	92546xxxx5	ann@m*******************.com			5	2			93	5
Morgan Stanley Wealth Management	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx4	acm*********@m**********.com
Holloway Investment Co.	483 Seaport Ct, Redwood City, CA 94063	65036xxxx1
Into Wealth Inc	2077 Gold St, Alviso, CA 95002	40826xxxx8
Ucb Investment Services	1715 Lundy Ave San Jose, CA 95131	40844xxxx8
Birkbeck Capital	154 Cottonwood Ct Mountain View, CA 94043	65041xxxx8
Raymond James	644 Emerson St Ste 12, Palo Alto, CA 94301	65056xxxx1	aar**********@r*********.com							17365		18000
Nelson Capital	545 Middlefield Rd, Menlo Park, CA 94025	65032xxxx0
Holbrook Global Strategies	635 Bryant St, Palo Alto, CA 94301	65039xxxx8
Silicon Valley Wealth Management Group	560 S Winchester Blvd Ste 500, San Jose, CA 95128	40870xxxx4											4	2
Edward Jones - Financial Advisor: Jeffrey R Bohn	5980 Stoneridge Dr Ste 104 Pleasanton, CA 94588	92522xxxx5	a.j*******@e********.com			5	1
Capital Planning Partners	1 Almaden Blvd Ste 610, San Jose, CA 95113	40899xxxx3	inf@d************.com
Shashin Vora - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	ali*********@a*.com
Pace, Carlton, CFP	99 Almaden Blvd, San Jose, CA 95113	40894xxxx2	car*******@r.com
Cerity Partners	203 Redwood Shores Pkwy, Redwood City, CA 94065	65046xxxx6	aad*@c***********.com
Trendcepts	151 Callan Ave Ste 308, San Leandro, CA 94577	51089xxxx0
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com	5	3					169		169
Blue Bell Enterprises	4020 Moorpark Ave, San Jose, CA 95117	40855xxxx0	cin@p************.com
Athena Advisors	285 Hamilton Ave Ste 250 Palo Alto, CA 94301	65085xxxx1
Blanco Technology International	Los Altos, CA 94024	65096xxxx2				2	4
Wells Fargo Private Bank	225 W Santa Clara St Ste 1400, San Jose, CA 95113	40894xxxx0	aar********@w*******.com							153810		11
Edward Jones - Financial Advisor: Aaron Chung	4966 El Camino Real Ste 125 Los Altos, CA 94022	65056xxxx1	acc********@e********.com
Crow Canyon Investment & Financial Planning	2603 Camino Ramon Ste 228, San Ramon, CA 94583	92580xxxx3
Carty Matt	3075 Hansen Way # B, Palo Alto, CA 94304	65084xxxx0
Umpqua Bank	2033 Gateway Pl, San Jose, CA 95110	40896xxxx5	aam*******@u*******.com							50773	577	49000
Stephanie Atalla - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com		6					16		20
John W Parker Investment Management	Palo Alto, CA 94301	65032xxxx7				1	1
Labrador Ventures	101 University Ave, Palo Alto, CA 94301	65036xxxx0	adm*************@r*****.dotearth
UBS Financial Services Inc	775 Page Mill Rd Palo Alto, CA 94304	65049xxxx0	aar*****@u.com			2.3	8			229873		242000
Transition Management	18 Crow Canyon Ct Ste 325, San Ramon, CA 94583	92585xxxx5	hfu**@e******************.com
W & B Investments	43801 Mission Blvd Ste 201, Fremont, CA 94539	51040xxxx1	dea@w***********.net
Merrill Lynch Wealth Management	3075A Hansen Way, Palo Alto, CA 94304	65047xxxx8	al_*******@m.com
Madrone Capital	1149 Chestnut St, Menlo Park, CA 94025	65085xxxx0	bfa*@a**********.com
William V Caddick Jr - Financial Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	bfl************@a*.com
Pwjohnson Wealth Management	2051 Grant Rd, Los Altos, CA 94024	80021xxxx7	aus***@p******.com
Edward Jones - Financial Advisor: Aileen A Low, CFP®	4966 El Camino Real Ste 125, Los Altos, CA 94022	65056xxxx1	a.j*******@e********.com							87630		100000
Castro Village Shopping Center	2516 San Carlos Ave, Castro Valley, CA 94546	51053xxxx4	ada***********@y**.com
Glynn Capital Management	3000 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx5	ali*@g*********.com
Phil Nguyen - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx7	amb**************@a*.com							63	4	62
Ameriprise Financial Advisors	3825 Hopyard Rd Pleasanton, CA 94588	92522xxxx0	ame***************@e.ameriprise
Orrell Capital Management	1536 Holmes St, Livermore, CA 94550	92545xxxx2	gre*****@o********.com
Madrone Capital	3000 Sand Hill Rd Ste 1-150, Menlo Park, CA 94025	65056xxxx0	bfa*@a**********.com
Allied Brokers	Pleasanton, CA 94566	92533xxxx0				5	2
Morgan Stanley	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	acm*********@m**********.com
Mission Property Management	39180 Liberty St #202, Fremont, CA 94538	51079xxxx0	ama@m*******.com	3.6	46			5	8	100		117
Edward Jones - Financial Advisor: Shane Jacksteit	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com	5	2	5	2			97
Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
Financial Education Investment	Hayward, CA 94545	40896xxxx4	dns****@a*****.com
Edward Jones - Financial Advisor: Rhonda Wentzel	1100 Alma St, Menlo Park, CA 94025	65032xxxx1	a.j*******@e********.com
Breakwater Capital Management	95 1st St Ste 138 Los Altos, CA 94022	65091xxxx0
Daly Ellen Real Estate Investor	Sunnyvale, CA 94085	40872xxxx0
Drew Thompson	46923 Warm Springs Blvd Fremont, CA 94539	51065xxxx6	a.j*******@e********.com							87586		100000
Norcal Investment Group	5776 Stoneridge Mall Rd Ste 170, Pleasanton, CA 94588	92525xxxx3
Firelake Capital Management	575 High St Ste 330, Palo Alto, CA 94301	65032xxxx0	can***@f************.com
JMH Investment LLC	2450 Washington Ave, San Leandro, CA 94577	51056xxxx6
Oakhurst Financial	1059 Fremont Ave, Los Altos, CA 94024	40821xxxx3	jer@o**************.com		5
American Century Investments	1665 Charleston Rd, Mountain View, CA 94043	65096xxxx0	aan*******@a************.com							8341		8500
Blackbeard	6600 Dumbarton Cir, Fremont, CA 94555	71649xxxx1
Encover Personal Finance	34291 Eucalyptus Ter Fremont, CA 94555	51099xxxx3	baf***************************@s***.wixpress	5	4
Summit Financial Group	2000 Crow Canyon Pl, San Ramon, CA 94583	92586xxxx0	aar@s***********.com
Financial Clarity	2570 W El Camino Real Mountain View, CA 94040	65055xxxx0	con**@f*************.com
Tortuga Wealth Management	635 Bryant St, Palo Alto, CA 94301	65032xxxx1	alu*****@h*************.com
Symons R Kenneth Certified Financial Planner	659 Mccarty Ave, Mountain View, CA 94041	65096xxxx7
Eva Prasad	2221 Oakland Rd Ste 100 San Jose, CA 95131	40860xxxx4	ont********@h**********.com
Sargenti, Gary	99 Almaden Blvd, San Jose, CA 95113	40894xxxx0
Fit Bearings	47881 Fremont Blvd, Fremont, CA 94538	51062xxxx8	doe@f********.com		7
Altamont Wealth	486 S K St, Livermore, CA 94550	92560xxxx1	alt*************@d*.jewellaprivacy
Brett Macauley - Ameriprise Financial Advisor	2441 Park Blvd Ste A104 Palo Alto, CA 94306	65047xxxx0	dns***@a*.com			5	2
Council Financial & Insurance Services	425 Market St Ste 1600 San Francisco, CA 94105	92587xxxx2	her@c**************.com			5	68					107
Fox Paine	2105 Woodside Rd Ste 4, Redwood City, CA 94062	65021xxxx0	amb*@f*****.com
Moore & Burkhardt Wealth Management	39275 State St, Fremont, CA 94538	51049xxxx7	cha***@m***********.com
Shore Investment Management	5870 Stoneridge Mall Rd Ste 207, Pleasanton, CA 94588	92522xxxx5
Paradice Investment Management	2633 Camino Ramon Ste 455, San Ramon, CA 94583	92535xxxx5
Menlo Advisors	800 Oak Grove Ave, Menlo Park, CA 94025	65068xxxx0	inf@m***********.com
Edward Jones - Financial Advisor: Ivy L May	702 Marshall St Ste 400, Redwood City, CA 94063	65036xxxx8	a.j*******@e********.com							87384		100000
Grassi Investment Management	2350 Mission College Blvd, Santa Clara, CA 95054	65093xxxx0	buz@g*********.com
Pariveda Investment Management	2483 Old Middlefield Way, Mountain View, CA 94043	65058xxxx1	ach**********@p*****.com
Salt Creek Capital Management	726 Morgan Pl, Los Altos, CA 94024	65038xxxx0	and*@s*********.com
West Valley Properties Inc	280 2nd St Ste 110, Los Altos, CA 94022	65055xxxx4	apa*****@w*****************.com	3	2
Stanford Investment Group Inc	2570 W El Camino Real Ste 520, Mountain View, CA 94040	65094xxxx7
Far Western Land And Investment Company Inc.	3977 Fabian Way, Palo Alto, CA 94303	65073xxxx5
Edward Jones - Financial Advisor: Katrina C Yun-Nikolac	165 University Ave Palo Alto, CA 94301	65032xxxx3	a.j*******@e********.com			5	1
Fidelity Investments	2580 West El Camino Real Ste 9 Mountain View, CA 94040	80036xxxx5	a61**@f*****.com	3.5	14	2.3	12			324203		344000
Stanford Property & Finance	425 Sherman Ave, Ste 330 Palo Alto, CA 94306	65049xxxx0	and*@s*******.com			3.9	11
Fremont Bank	565 San Antonio Rd Ste 21, Mountain View, CA 94040	65039xxxx1	aar*******@f********.com	5	7					7237	294	7200
Fifth Set Capital	459 Hamilton Ave, Palo Alto, CA 94301	65027xxxx3
Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®\|ChFC®	339 S San Antonio Rd Ste 1, Los Altos, CA 94022	65094xxxx6	a.j*******@e********.com							87630		100000
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com	4.3	3
Principal	2099 Gateway Pl Ste 100 San Jose, CA 95131	40853xxxx0	and*********@p******.com			2	3			96	4	103
Wealth Management Associates	400 Main St Ste 200 Pleasanton, CA 94566	92546xxxx7	and******@w*******.net			3.7	3
Cannon Beach Consultants	12647 Alcosta Blvd Ste 428, San Ramon, CA 94583	92532xxxx3	gre**@c**********.com
Rugh Financial	2225 E Bayshore Rd, East Palo Alto, CA 94303	65064xxxx4	nic@r***********.com
Fan Asset Management	201 San Antonio Cir Ste 265 Mountain View, CA 94040	65055xxxx0	ste******@f*****.com
Fidelity Investments	4160 N 1st St San Jose, CA 95134	80054xxxx9	a61**@f*****.com			2.2	14
Astellas Venture Capital	2882 Sand Hill Rd Ste 121, Menlo Park, CA 94025	65056xxxx0	pri**@a*****.com
El Dorado Ventures	702 Oak Grove Ave, Menlo Park, CA 94025	65085xxxx0
Abundance Wealth Planning, a Financial Life Focus company	39899 Balentine Dr #200, Newark, CA 94560	51093xxxx7	dud*****@f****************.com	5	3
Morgan Stanley Wealth Management	8239 Enterprise Dr, Newark, CA 94560	51079xxxx0	acm*********@m**********.com							112980	3042	129000
InterWest Partner	2710 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx5	abc*@i******.com
Dongding Investment Co	47697 Westinghouse Dr, Fremont, CA 94539	51049xxxx2
Silicon Valley Bank	3003 Tasman Dr, Santa Clara, CA 95054	40865xxxx0	aa@s**.com							6		7
Fountainhead Capital MGMT	12667 Alcosta Blvd, San Ramon, CA 94583	92565xxxx0
Leylegian Investment Management Inc	813 El Camino Real, Atherton, CA 94027	65032xxxx0
Opportunity Fund	111 W Saint John St Ste 800, San Jose, CA 95113	40829xxxx4	ade@o************.org
Salt Creek Capital Management	1001 Obrien Dr, Menlo Park, CA 94025	65038xxxx0	and*@s*********.com
Julie Ping He, CFP - Gateway Financial Advisor	2570 North First St Ste 200 San Jose, CA 95131	40850xxxx8	adm***@g***********.com			5	8
Morgan Stanley Wealth Management	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Edward Jones - Financial Advisor: Steve Duffy	900 Lafayette St Ste 503, Santa Clara, CA 95050	40824xxxx1	a.j*******@e********.com							87384		100000
Luminous Capital	4400 Bohannon Dr Ste 230, Menlo Park, CA 94025	65043xxxx8
R Casteel & Company	10700 Macarthur Blvd Ste 11, Oakland, CA 94605	51063xxxx0
Wagner & Associates Inc	5510 Sunol Blvd, Pleasanton, CA 94566	92541xxxx0	ewa**@e*****.net
We Buy Houses In Bay Area	44250 Old Warm Springs Blvd Ste 10, Fremont, CA 94538	51090xxxx0	eug*@w*****************.com	4.6	9
Bayco Investment Co	1091 Industrial Rd Ste 215, San Carlos, CA 94070	65059xxxx0
Dollins Steven	33400 Turnstone Pl, Fremont, CA 94555	51050xxxx1
Martin Wealth Management	1145 Merrill St, Menlo Park, CA 94025	65028xxxx0	hos*****@w*******.com
Frank A Branson Inc	200 Homer Ave, Palo Alto, CA 94301	65032xxxx0
Rugh Financial	2225 E Bayshore Rd Ste 200 Palo Alto, CA 94303	65064xxxx4	nic@r***********.com
James Bizzack - Private Wealth Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	ann*********@a*.com
Barbara Madden - Financial Advisor, Ameriprise Financial Services	164 Main St Ste 206, Los Altos, CA 94022	65094xxxx0	bar***********@a*.com							39		40
Ameriprise Financial Advisors	2479 East Bayshore Rd Ste 235 Palo Alto, CA 94303	65047xxxx0	ame***************@e.ameriprise
UBS Financial Services	64 Willow Pl Ste 200 Menlo Park, CA 94025	65028xxxx0	aar*****@u.com			3.5	4			229873		242000
Prima Investment Group	4300 Stevens Creek Blvd, San Jose, CA 95129	40898xxxx9	miw******@g**.com										5	1
Doll Capital Management, Inc.	2420 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65023xxxx0	agn@d.com	5	2			5	13	909	39	975
Adams Adams & Morris Inc. Real Estate	2516 San Carlos Ave, Castro Valley, CA 94546	51053xxxx4		3.8	11
Williams Howie And Associates A Branch Of American Express	4675 Stevens Creek Blvd, Santa Clara, CA 95051	40826xxxx3	aar@a************.com							920868		79
Morgan Stanley Wealth Management	650 Castro St, Mountain View, CA 94041	65031xxxx0	acm*********@m**********.com
Edward Jones - Financial Advisor: Gregory A Peebles	3130 Crow Canyon Pl Ste 230, San Ramon, CA 94583	92586xxxx6
Westech Investment Advisors	3130 Alpine Rd, Portola Valley, CA 94028	65039xxxx6	abd****@w********.com
Altos Financial Planning Associates	4100 Moorpark Ave, San Jose, CA 95117	40824xxxx1	alt*****@e******.net
Asset Management Ventures	2595 E Bayshore Rd Ste 240, Palo Alto, CA 94303	65062xxxx8	ass@a*****.com
Kallen Elliot	2333 San Ramon Valley Blvd Ste 200, San Ramon, CA 94583	92531xxxx0
*ETRADE - Temp. CLOSED**	124 University Ave Palo Alto, CA 94301	86678xxxx5	adv**********@e***.com			1.7	20			166404		170000
JPG Wealth Solutions Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5
Vista Wealth Management	306 Cambridge Ave, Palo Alto, CA 94306	65033xxxx0
Financial Engines	1050 Enterprise Way, Sunnyvale, CA 94089	40849xxxx0	aau****@f*************.com
Best Property Management Inc.	40069 Mission Blvd, Fremont, CA 94539	51077xxxx4	aal*********@b***********.com	5	189			5	7	233	3	246
Transcontinental Capital Partners	540 Cowper St Ste 200 Palo Alto, CA 94301	65032xxxx8
Edward Jones - Financial Advisor: Linh B Thai	298 S Sunnyvale Ave, Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com							87631		100000
DCN Wealth Management	39199 Paseo Padre Pkwy, Fremont, CA 94538	51043xxxx8	ada*****@m*.com							77		79
Stifel	550 S Winchester Blvd, San Jose, CA 95128	40898xxxx1	abb**@s***.com							4743		5200
Battery Ventures	2882 Sand Hill Rd, Menlo Park, CA 94025	65037xxxx9	abc@b****.com
Magic Venture Capital	335 Lowell Ave # 300, Palo Alto, CA 94301	65032xxxx9
Morling Financial Advisors	39355 California St #201a, Fremont, CA 94538	84466xxxx4	cha*****@m*********************.com
Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com							169		167
Whelan Capital Management	261 Hamilton Ave, Palo Alto, CA 94301	65083xxxx0	gwh**@w*.com
Richard Simpson - Ameriprise Financial Services	3945 Freedom Circle Ste 460 Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
Wfafn	3031 Tisch Way, San Jose, CA 95128	40872xxxx7
Phu Quy, Inc.	111 N Market St, San Jose, CA 95113	40859xxxx9
Nelson Capital	545 Middlefield Rd Ste 200 Menlo Park, CA 94025	65032xxxx0
Alpha Impact Investment Management Partners	1280 Bay Laurel Dr, Menlo Park, CA 94025	65046xxxx5	aco***@i********.com
HGGC	1950 University Ave, Palo Alto, CA 94303	65032xxxx0	aal****@h*.com	5	3
UBS Financial Services Inc	50 W San Fernando St, San Jose, CA 95113	40828xxxx0	aar*****@u.com							229697		242000
Ardent Capital	PO Box 455, Los Altos, CA 94023	65088xxxx8	inf@a************.com			5	1
Michael Adiutori - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx1	dns***@a*.com
Nicholson Co	4100 Moorpark Ave, San Jose, CA 95117	40837xxxx4	bob@t************.com
Authentikos Advisory	1295 E Dunne Ave Ste 215 Morgan Hill, CA 95037	84432xxxx1	bxx******@a********.com			3.7	6
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Nova Partners	185 Moffett Blvd, Mountain View, CA 94043	65069xxxx0
Insight Wealth Strategies	2603 Camino Ramon Ste 350 San Ramon, CA 94583	92565xxxx0	agr*@i***********.com	5	4	4.8	20			116	4	132
Venturestar Inc	333 W San Carlos St, San Jose, CA 95110	40828xxxx8
Evla Hills Equity Services	495 N Whisman Rd, Mountain View, CA 94043	65062xxxx9	don*****@e******.com
Peninsula Capital	1010 El Camino Real Ste 250, Menlo Park, CA 94025	65032xxxx0	bsm*@p**********.com
Atrium Capital Corp	3000 Sand Hill Rd Ste 3-110, Menlo Park, CA 94025	65023xxxx8	bfa*@a**********.com
Firsthand Technology Value Fund, Inc	150 Almaden Blvd, San Jose, CA 95113	40888xxxx6	mir***@f*********.com
Global Investers Team	48200 Fremont Blvd Fremont, CA 94538	51044xxxx8
Edward Jones - Financial Advisor: Mary Beth Hambly	855 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							85136
Adam Ward - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx9	ada******@a*.com
Infinity Invest	4127 Bay St Fremont, CA 94538	51044xxxx0
Edward Jones	1309 S Mary Ave Ste 204, Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com							83		82
Merrill Investment & Retirement Financial Center	46786 Mission Blvd, Fremont, CA 94539	51089xxxx0	cal*********@m.com
Grassi Investment Management	1804 N Shoreline Blvd Ste 140, Mountain View, CA 94043	65093xxxx0
Morris Management Co	2500 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0
New Tech Law Group	40815 Grimmer Blvd, Fremont, CA 94538	51065xxxx4	mar@n**.us									998			5	1
Ventures Pejman Mar	320 High St, Palo Alto, CA 94301	65027xxxx6	mar@p********.com
Allegro Investment Inc	525 Middlefield Rd, Menlo Park, CA 94025	65032xxxx0	inf@a***************.com
First Statewide Realty	10080 N Wolfe Rd SW3-252, Cupertino, CA 95014	40825xxxx0	ang*****@f*****************.com	4.9	14								5	2
Dreyfus Investment Services	435 Tasso St Palo Alto, CA 94301	65032xxxx3
Rockefeller Capital Management	2570 W El Camino Real Ste 600, Mountain View, CA 94040	65055xxxx0	avi**@r***.com
Clarity Wealth Advisors	2160 The Alameda, San Jose, CA 95126	40856xxxx0	inf@c*******.com
Bfm Wealth Management	2610 Crow Canyon Rd, San Ramon, CA 94583	92583xxxx4	aaf**********@a.com
Team ATAP	Milpitas, CA 95035	40437xxxx5
WestPac Wealth Partners	2603 Camino Ramon Ste 475, San Ramon, CA 94583	92538xxxx0	aar********@w**********.com
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77
U.S. Bancorp Investments - Financial Advisors: Fremont	39390 Fremont Blvd, Fremont, CA 94538	51049xxxx0	aar**********@u***.com							345239	5467	348000
Adero Partners	306 Cambridge Ave, Palo Alto, CA 94306	65025xxxx0
Acre Investments Company	4683 Chabot Dr, Pleasanton, CA 94588	92552xxxx1	all@a************.com
Sand Hill Global Advisors	245 Lytton Ave Ste 300 Palo Alto, CA 94301	65085xxxx0	ach**@s*******************.com	4	2
Avila & Associates Consulting & Engineering Firm	818 Main St, Pleasanton, CA 94566	92522xxxx6
The Ivy Group Commercial and Investment Real Estate	39488 Stevenson Pl ste a, Fremont, CA 94539	51021xxxx3	ali*@i**********.com	5	3					198	251
Kps Investments	4307 Valley Ave, Pleasanton, CA 94566	92584xxxx4
Phuong N Quach - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com	4.3	3	5	1
Edward Jones - Financial Advisor: Joseph D Hubbard III	6601 Dublin Blvd Ste P, Dublin, CA 94568	92580xxxx0