Business List: Investment Management Firms in Santa Clara, 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
True Arrow Capital Management	4320 Stevens Creek Blvd, San Jose, CA 95129	40856xxxx8
First American Exchange Company	333 W Santa Clara St Ste 622 San Jose, CA 95113	80083xxxx3	aal*@f****.com			5	6			1275	2	1700
Wealth Design	1999 S Bascom Ave, Campbell, CA 95008	40855xxxx0
TIAA Financial Services	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	aan***@t******.org	3	1					90675	541	91000
Brian Nguyen - New York Life	1731 Technology Dr Ste 400 San Jose, CA 95110	40845xxxx1
J Bradley Financial	59 N Santa Cruz Ave, Los Gatos, CA 95030	40839xxxx0	con**@n****.com
CAE’s Silicon Valley trading operation	5201 Great America Pkwy #272, Santa Clara, CA 95054	65032xxxx3	abr**@c******.com	5	1
Yan Song CPA	Santa Clara, CA 95051	66980xxxx0	sup**@s*******.com			5	15			52235
Cefcu	44047 Osgood Rd Ste 230, Fremont, CA 94539	51065xxxx1	aal************@c**.com	4.5	12					52107		52000
Deloitte	225 W Santa Clara St Ste 600, San Jose, CA 95113	40870xxxx0	ada*****@w*.deloitte	2.5	39					564755		15
Net Penny Stocks	Serving theSanta Clara Area	40822xxxx0
Farallon Capital Management	2570 N 1st St, San Jose, CA 95131	40843xxxx7	arg**@f***************.com
Cefcu	2980 E Capitol Expy Ste 90, San Jose, CA 95148	40854xxxx0	aal************@c**.com							52093		52000
The Auyeung Wealth Management Group-Morgan Stanley	20400 Silicon Valley Ctr, Cupertino, CA 95014	40886xxxx8	acc********@m**********.com
Wealth By Design	14500 Big Basin Way, Saratoga, CA 95070	40874xxxx1	bar**@w*****************.com
Opes Advisors Inc	167 S San Antonio Rd, Los Altos, CA 94022	65043xxxx0	a.j***@o*********.com
Raymond James Financial Services	99 Almaden Blvd Ste 730, San Jose, CA 95113	40894xxxx1	con**@h*******.com
W-star investments, Inc	2130 Ringwood Ave, San Jose, CA 95131	40882xxxx8
Investment Diversification	250 Keyes St, San Jose, CA 95112	40828xxxx0
One Stop Financial Services	20045 Stevens Creek Blvd Ste 2G Cupertino, CA 95014	40887xxxx1				3.9	7
Southgate Partners	467 1st St, Los Altos, CA 94022	65094xxxx3	abc*@i******.com
Borelli Investment Company	2051 Junction Ave STE 100, San Jose, CA 95131	40845xxxx0	abi**@b****.com	3.6	9
ARIA Wealth Management	20640 3rd St #300, Saratoga, CA 95070	66922xxxx5	ari***@a***.com							112	4	115
Essence Wealth & Insurance Services	4677 Old Ironsides Dr # 350, Santa Clara, CA 95054	65099xxxx4	sun@e**********.com	5	4
Borelli Investment Co	2051 Junction Ave Ste 100, San Jose, CA 95131	40845xxxx0	abi**@b****.com	3.3	7
The Perreault Birmingham Group LLC	20115 Bonnie Brae Way, Saratoga, CA 95070	86652xxxx0	bas@t*******.com
Matthew Daugavietis - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx4	dns***@a*.com			5	1
The Mortgage Group of Silicon Valley	690 W Fremont Ave Ste 9A Sunnyvale, CA 94087	87739xxxx2
Wellspring Consulting	2635 N 1st St Ste 201 San Jose, CA 95134	40843xxxx8	ape@w*********.com			5	1
Silicon Valley Financial Group	950 S Bascom Ave Ste 2112 San Jose, CA 95128	40828xxxx0	bec@s*.com	5	2	5	1
BlueSky Wealth Advisors	1735 N 1st St Ste 295 San Jose, CA 95054	40865xxxx0	ali**@b******.com							92	2	115
Kelly C Lee - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx3	dns***@a*.com
Wade Financial Advisory Inc	2105 S Bascom Ave Ste 110, Campbell, CA 95008	40836xxxx9	ann**@w***.com							577	21	650
Kimica	San Jose, CA 95131	71474xxxx3
Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	ama*******@r.com	4	1					29		29
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
C III Asset Management	1300 Memorex Dr, Santa Clara, CA 95050	40856xxxx3
WisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx3	dns***@a*.com
Lasecke Weil Wealth Advisory Group, LLC	624 University Ave, Palo Alto, CA 94301	65032xxxx0	ede**@l********.com
J.P. Morgan Private Bank	310 University Ave 3rd Fl, Palo Alto, CA 94301	65085xxxx3	acc****************@j*****.com	4	4					90608		116000
Pantheon Wealth Planning	1798 Technology Dr Ste 200 San Jose, CA 95110	40840xxxx2
Albert Hsia - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	alb********@a*.com
Kyung Minn Services	193 Jackson St San Jose, CA 95112	40828xxxx7		4.4	725
RBC Wealth Management Branch - San Jose	99 Almaden Blvd Ste 300, San Jose, CA 95113	40829xxxx2		5	2
Concert Global Group LTD	1871 The Alameda Ste 350, San Jose, CA 95126	40899xxxx5	dom**@a*********.com							3045	29	3600
Clidro Private Wealth Management	50 University Ave, Los Gatos, CA 95030	40834xxxx0
The Mountain View Group - Morgan Stanley	650 Castro St UNIT 105, Mountain View, CA 94041	65031xxxx0	acc********@m**********.com	5	1
Morgan Stanley	650 Castro St, Mountain View, CA 94041	65096xxxx9	acm*********@m**********.com
MassMutual Pacific	225 W Santa Clara St Ste 1450 San Jose, CA 95113	40835xxxx3	aah***@m*******.com			2.7	6
Morgan Stanley Wealth Management	333 W San Carlos St Ste 1100, San Jose, CA 95110	40828xxxx0	aar*********@m*********************.com
Maria D Boisvert - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx1	mar*********@r.com
Regent Wealth Management	1500 E Hamilton Ave Ste 201 Campbell, CA 95008	87745xxxx7	ann@r*******.com			5	1
West Coast Investment Properties	2055 Grant Rd, Los Altos, CA 94024	65025xxxx0
Nucleus Partners	2953 Bunker Hill Ln Ste 400, Santa Clara, CA 95054	65026xxxx3
SVB Financial Group	3005 Tasman Dr, Santa Clara, CA 95054	40865xxxx0	aa@s**.com	3.2	19
Armstrong Retirement Planning	11669 Olive Spring Ct, Cupertino, CA 95014	40825xxxx7	bob@a****************.com
Wells Fargo Advisors FiNet	20 S Santa Cruz Ave, Los Gatos, CA 95030	40829xxxx0
Klm Capital Management.	10 Almaden Blvd San Jose, CA 95113	40897xxxx8	alf***@k*******.com
Best Investment Co.	1816 Tully Rd, San Jose, CA 95122	40853xxxx1
Paretone Capital	97 E Brokaw Rd, San Jose, CA 95112	40867xxxx6		2.3	3
408 Group - Morgan Stanley Private Wealth Advisors	225 W Santa Clara St Suite 900, San Jose, CA 95113	65023xxxx4	acm*********@m**********.com
Richard Simpson - Financial Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
Davin Lundgren - Associate Manager, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dav***********@a*.com							35		35
Silicon Valley Wealth Advisors, LLC	3190 S Bascom Ave #210, San Jose, CA 95124	40868xxxx8	chr@s********.com	3.4	5					6246	48	6200
DiversiFi Capital	4546 B10, 1013 El Camino Real, Los Altos, CA 94022	65063xxxx7	use@d****.com	5	6
McDonald Wealth Management	51 E Campbell Ave, Campbell, CA 95008	40842xxxx8
Ken Prodger CFP®,ChFC®,ChSNC®, AIF®	4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054	40863xxxx2	inf@s**.org	5	2							52
Lehrer Management Company Inc.	20400 Stevens Creek Blvd Ste 230 Cupertino, CA 95014	40899xxxx0
Joanne Cirocco - Ameriprise Financial Advisor	50 W San Fernando St Ste 900 San Jose, CA 95113	40891xxxx0	ani********@a*.com
Cirocco, Fels & Styczynski - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Pruneyard Financial Group Inc	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx4	abu*@l***********.com							3070		2800
Pacific Advisors	910 E Hamilton Ave Ste 350, Campbell, CA 95008	40839xxxx0	cam***********@g*********.com	3.7	3
Linqto	101 Metro Dr #335, San Jose, CA 95110		ada@l****.com	3	6					15387		15000
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							168		168
J.R. Financial & Insurance Services	2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050	40864xxxx2	and*@j**.com			4.8	29				10	193
Harvest Management Partners	1290 Oakmead Pkwy, Sunnyvale, CA 94085	40824xxxx0	ala*@h******.com							147		144
Asiana Global Investment	2114 Senter Rd Ste 12 San Jose, CA 95112	40836xxxx1				5	2
Alastor Capital Management	4040 Moorpark Ave, San Jose, CA 95117	40855xxxx0
McDonald Wealth Mgmt	1500 E Hamilton Ave, Campbell, CA 95008	40842xxxx8	ale***@r****.com							115	2	116
Mutual Fund Store	2350 Mission College Blvd Santa Clara, CA 95054	40897xxxx5
Sterling Bank & Trust	10191 S De Anza Blvd Cupertino, CA 95014	40834xxxx0	abc*@s*********.com							308
One Stop Financial Services	Cupertino, CA 95014	40887xxxx1
Blair Hansen & Company.	1550 The Alameda Ste 300 San Jose, CA 95126	40828xxxx0	bla*******@k*********.com
H&K Financial	801 S Winchester Blvd San Jose, CA 95109	40855xxxx2
Cherene Wong - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	che*******@a*.com
Brown Financial & Insurance Services	1731 Technology Dr Ste 400 San Jose, CA 95110	40845xxxx5	dwy**********@p**.dreamhost
Davis Financial Management	1042 W Hedding St, San Jose, CA 95126	40834xxxx0	ali@d****.com
Nelson Roberts Investment Advisors	1950 University Ave Ste 202, East Palo Alto, CA 94303	65032xxxx0	aog***@n**********.com
Sierra Pacific Wealth Management	11121 Chula Vista Ave, San Jose, CA 95127	40821xxxx7	con**@s************.com
Cypress Private Wealth	3031 Tisch Way 110 Plz W San Jose, CA 95128	40872xxxx1	inf@c*******.com
Global Trust Bank	700 E El Camino Real Ste 300 Mountain View, CA 94040	65096xxxx0
Pan Cal Investment Co Inc	4125 Blackford Ave, San Jose, CA 95117	40824xxxx0	cxx*****@p***.com	2.6	5
West Valley Peninsula Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx4	wms********@r.com							12824
Annie Szu Real Estate	19400 Stevens Creek Blvd Ste 102, Cupertino, CA 95014	40898xxxx9
Gold Quest Investment	333 W Maude Ave Sunnyvale, CA 94085	40873xxxx8
Online Trading Academy	1798 Technology Dr Ste 152 San Jose, CA 95110	40853xxxx0	a.g**@t***********.com			2.8	83			110536	215	118000
Klein Financial Group	15 Montebello Way, Los Gatos, CA 95030	40839xxxx0
Ameriprise Financial Advisors	50 W San Fernando St Ste 900 San Jose, CA 95113	40891xxxx6
S P Asset Management	20380 Town Center Ln # 205, Cupertino, CA 95014	40825xxxx1	off*@s**************.net	1	1
BetterWealth	1475 Saratoga Ave #200, San Jose, CA 95129	40865xxxx0	and*@b*********.us	5	1
Bay Street Capital Holdings	Palo Alto, CA 94301	65044xxxx4	axx*@b*********************.com
Saratoga Research & Investment Management	14471 Big Basin Way, Saratoga, CA 95070	40874xxxx0	ada@s*********.com
David McCaman - Gateway Financial Advisors	2570 North First St Ste 200 San Jose, CA 95131	40820xxxx1	blo****@g***********.com			5	1
George M Saliga-Private Client Advisor	531 Cowper St, Palo Alto, CA 94301	65026xxxx6	aab**@b**********.com							40893	181	41000
Sherwood Partners, Inc.	3945 Freedom Cir #560, Santa Clara, CA 95054	65045xxxx1	ade****@s****.com	1	2
Nick Hunt - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx3	dns***@a*.com			5	3
William David Butzman - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
Klm Capital	3080 Olcott St #205c, Santa Clara, CA 95054	40885xxxx3	alf***@k*******.com
Galindo, Jim	99 Almaden Blvd, San Jose, CA 95113	40889xxxx7	rbc*******@r.com
Goldenbrick Investment Inc	3414 Pinnacle Dr, San Jose, CA 95132	40868xxxx6
Harris Private Wealth	1735 N First St #301, San Jose, CA 95112	40854xxxx0	cha**@h****************.com	5	1
Pruneyard Financial Group Inc	51 E Campbell Ave #140, Campbell, CA 95008	40837xxxx4	hel@r********.com
Charles Schwab	12 Ranch Dr Milpitas, CA 95035	40846xxxx0	fra*********@s***.com			2	11			646941	222	658000
Allstate Personal Financial Representative: Robert McGlinchy	467 Hamilton Ave Ste 11, Palo Alto, CA 94301	65032xxxx1	a**00@a*****.com
Maple Leaf Investments	1155 Redmond Ave, San Jose, CA 95120	40826xxxx3	c.e***@m*********.com
Lesley Lemessurier - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	arm********@a*.com							210	4	209
Broadview Wealth Advisors - Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx7	bro******************@a*.com
Waddell & Reed - Cupertino	19620 Stevens Creek Blvd Ste 270 Cupertino, CA 95014	40861xxxx3	6d3***********************************@w***************.com
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	ani********@a*.com
Anna Paiva	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx5	acc**********@f**********.com
Sequoia Wealth Advisors & Investment Management, Inc.	99 Almaden Blvd Ste 925, San Jose, CA 95113	40827xxxx0	nn@s********.com	5	2					254	4	266
Cefcu	670 Lincoln Ave, San Jose, CA 95126	40895xxxx0	aal************@c**.com	4.3	31					52090		52000
Canid Asset Management	330 2nd St, Los Altos, CA 94022	65094xxxx3
Honu Wealth Management	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	65091xxxx0	gar@h*******.com
Coeus Financial	1901 S Bascom Ave Ste 1150, Campbell, CA 95008	40842xxxx4	bpl***@c***********.com									177
Kane Investment Management, Inc.	15466 Los Gatos Blvd #213, Los Gatos, CA 95032	40835xxxx3	amy*****@k***********.com	5	1
Beck Investment Management	Serving theSanta Clara Area	65032xxxx0
My Viet Investment	1879 Lundy Ave San Jose, CA 95131	40892xxxx8
Kevin Lang - Ameriprise Financial Services	1700 S Winchester Blvd Ste 103 Campbell, CA 95008	40855xxxx5	dns***@a*.com
Edward Jones - Financial Advisor: Vince DiPiero	4855 Atherton Ave Ste 100 San Jose, CA 95130	40837xxxx4	a.j*******@e********.com							91055	8	105000
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	amy***@a*.com
Charles Schwab	19620 Stevens Creek Blvd #100, Cupertino, CA 95014	40844xxxx0	3d@c*****.schwab	3.5	12
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	aar*******@a*.com	5	1					94		96
Sirivanh Harris	1999 S Bascom Ave Ste 400 Campbell, CA 95008	40896xxxx5				5	1
Merrill Lynch	5300 Stevens Creek Blvd Ste 120 San Jose, CA 95129	40855xxxx0	aas**********@m.com			1	1
Legacy Captial Group	459 Monterey Ave, Los Gatos, CA 95030	40839xxxx0	aj@l****.com
Mok Capital Management	4962 El Camino Real Ste 235, Los Altos, CA 94022	65031xxxx7	chr@m*******.com
Harvest Management Partners	3001 Winchester Blvd, Campbell, CA 95008	40877xxxx5	ala*@h******.com
Leeward Financial & Insurance Services	1046 W Taylor St Ste 205 San Jose, CA 95126	40827xxxx7	kev*@l*************.com
Aspiriant Wealth Management	2570 W El Camino Real #520, Mountain View, CA 94040	65094xxxx7	aa@a********.com
Sorensen, Kris	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
BCR CONSULTING GROUP	372 Turquoise St, Milpitas, CA 95035	40875xxxx8
INVESTALENT,LLC	210 Calderon Ave Apt 125, Mountain View, CA 94041	65081xxxx4
Edward Jones - Financial Advisor: Mandy Andrei	1045 W El Camino Real Ste C, Mountain View, CA 94040	65032xxxx6	a.j*******@e********.com	5	4					110144		110000
Clark Morgan - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
IPX1031 Exchange	1735 Technology Dr Ste 830 San Jose, CA 95110	41529xxxx1	a.c@i******.com			2	1					1300
Raisch Investment Group	1680 Almaden Expy, San Jose, CA 95125	40829xxxx1
Morgan Stanley	20400 Stevens Creek Blvd Ste 350 Cupertino, CA 95014	40886xxxx0	aal*****@m**********.com			3	2
Whitehorse Financial	1925 Winchester Blvd Ste 203 Campbell, CA 95008	40837xxxx0
Horizon Ventures	4 Main St, Los Altos, CA 94022	65091xxxx0	ash@h********.com
Lisa Vandersteen - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
SDL Capital LP	1 1st St, Los Altos, CA 94022	65055xxxx5	ade*********@s********.com
Joanne Cirocco - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Investors Capital Corporation	Santa Clara, CA 95051	40824xxxx5
Evans Wealth Management Group - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com
Retirement Capital Strategies	1190 Saratoga Ave Ste 140 San Jose, CA 95129	40855xxxx0	bil*******@r*******.com			1	1			66		70
Papadoyannis & Associates - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	ani*******@a*.com							397		416
Fenox Venture Capital	1641 N First St Ste 110 San Jose, CA 95112	40864xxxx2
Henry Plata - Ameriprise Financial Services	591 W Hamilton Ave Ste 110 Campbell, CA 95008	40866xxxx8	dns***@a*.com	5	1
Mac’s Coins & Collectables	1049 E El Camino Real Ste 3 Sunnyvale, CA 94087	40873xxxx5	mac****@g**.com			3.4	31
Merrill Investment & Retirement Financial Center	2925 Scott Blvd, Santa Clara, CA 95054	40896xxxx0	ala********@m.com
Principal - Closed	2099 Gateway Pl Ste 100, San Jose, CA 95110	40853xxxx0	a.m@p******.com							380	86	370
Dines Paul investmt rep	69 Washington St Santa Clara, CA 95050	40898xxxx1
Silicon Valley Capital Management	335 Main St, Los Altos, CA 94022	41586xxxx0
Raymond James & Associates	1901 S Bascom Ave Ste 1550, Campbell, CA 95008	40837xxxx0											5	1
Cerna Group of Marcus & Millichap	84 W Santa Clara St Ste 501 San Jose, CA 95113	40899xxxx8
Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40888xxxx9	ale**********@a*.com							105		106
Karen Turner - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx6	dns***@a*.com
Parakletos Adventures	175 Nortech Pkwy, San Jose, CA 95134	40894xxxx0	con**@p*******.com
Citi Personal Wealth Management	395 W El Camino Real, Sunnyvale, CA 94087	40873xxxx5	arc***************@c*.com	3.8	147					142850	2238	11
Ameriprise Financial Advisors	1091 Firth Ct Sunnyvale, CA 94087		dns***@a*.com
Capital Sterling Investment Group	San Jose, CA 95101	40826xxxx0
Mayfield Investment Co Inc	1023 Corporation Way, Palo Alto, CA 94303	65049xxxx0	hed*@m**************.com
KLM Capital Management Inc	10 Almaden Blvd, San Jose, CA 95113	40897xxxx8	alf***@k*******.com
McCarthy Asset Management Inc	3 Lagoon Dr, Ste 155, Redwood City, CA 94065	65026xxxx7	ant**@m**********.com							96	9	84
TD Ameritrade	423 E Hamilton Ave, Campbell, CA 95008	80066xxxx0	aam*********@t*********.com			3.3	8			647211	222	659000
Opportunity Capital	4340 Stevens Creek Blvd Santa Clara, CA 95051	40893xxxx8	who@d*****************.com
Pamela Matthews - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com
J C Investment Consulting	606 N 1st St San Jose, CA 95112	40897xxxx8	jen***@j*********.com
Wade Financial Advisory	2105 S Bascom Ave Ste 110 Campbell, CA 95008	40836xxxx9	ann**@w***.com			5	2			8	4
Edward Jones - Financial Advisor: Jeff Migneault, CFP®\|AAMS™\|CRPC™	901 Campisi Way Ste 248, Campbell, CA 95008	40887xxxx0	a.j*******@e********.com							91054		105000
Investment Innovators	San Jose, CA 95117	40854xxxx4
Menlo Equities	490 California Ave Fl 4, Palo Alto, CA 94306	65032xxxx0	a**@m**********.com
Chuck S Fels - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Edward Jones - Financial Advisor: Tanner M Kohl	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com							91060		105000
Harvest Management Partners	1290 Oakmead Pkwy #118, Sunnyvale, CA 94085	40877xxxxxxx0	ala*@h******.com							147		144
Ucb Investment Services	10123 N Wolfe Rd Ste 1075 Cupertino, CA 95014	40825xxxx0
Oak Investments Partners	525 University Ave Ste 1300, Palo Alto, CA 94301	65061xxxx0	ban*@o***.com
Golden Bay Investments	2847 S White Rd, San Jose, CA 95148	40844xxxx2
Tom Cochran-Bancwest Investment Services Wealth Financial Advisor	3081 Mckee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com							40892	181	41000
Frost Capital Management	941 E Charleston Rd, Palo Alto, CA 94303	65080xxxx9	kat***@h******.com
Dome Realty & Investment	3418 Cardoza Ct, San Jose, CA 95132	51076xxxx5
Evergreen Wealth Advisory Group, LLC	101 Metro Dr, San Jose, CA 95110	86627xxxx1	joh@e**********.com
Sequoia Wealth Advisors and Invesment Management, Inc.	99 S Almaden Blvd #925, San Jose, CA 95113	40864xxxx0	bbe**@s******.com	3.7	3					258	4	269
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	aba*@c***********.com	3	2
Hendershott Wealth Management	2570 N First St Second Floor San Jose, CA 95131	87774xxxx0	adv***@h**************.com	5	1	4.9	29
Julius Agbonbhase - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx9	acc********@m**********.com
Brad Baron - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3
Mark Beach	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx1	add******@f**********.com
Crest Investment Group	61 Serra Way Milpitas, CA 95035
Tax Deferral Strategies	San Jose, CA 95128	40826xxxx5	car@d******.com							265		267
Wealthstone Asset Management Group of Raymond James	5448 Thornwood Dr Suite 102, San Jose, CA 95123	40888xxxx6	aar**********@r*********.com							19603		19000
Wealth Architects	800 W El Camino Real Ste 201, Mountain View, CA 94040	65032xxxx4		5	1
Edward Jones - Financial Advisor: Sachin Verma	1165 Lincoln Ave Ste 320, San Jose, CA 95125	40899xxxx5
Merrill Lynch Wealth Management	50 W San Fernando St 16th Fl, San Jose, CA 95113	40828xxxx0	ale********@m.com	5	1
Chris Merrifield	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx9	acc**********@f**********.com
Seattle Investment Consultant	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx8
TSO Capital	1900 Lafayette St Santa Clara, CA 95050	40889xxxx4
Jarrett Brady, Financial Consultant	1 Almaden Blvd Fl 10 San Jose, CA 95113	40828xxxx0	hos*****@w*******.com
Morgan Stanley	16000 Los Gatos Blvd, Los Gatos, CA 95032	65049xxxx1	aal*****@m**********.com							136581	3154	136000
Yoshihara Financial	161 Jackson St Ste 210 San Jose, CA 95112	40828xxxx0	mic**@y***************.com
City National Bank	245 Lytton Ave, Palo Alto, CA 94301	65081xxxx0	aba*****@n*****.cnb	5	1					5480	173	6000
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
Matthew Castillo	1712 Meridian Ave, San Jose, CA 95125	40866xxxx0
Cypress Capital Group	Palo Alto, CA 94301	65042xxxx3	ala*******@c************.com			5	3			177		176
Castaneda, Philip T	99 Almaden Blvd, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Fidelity Investments	851 E Hamilton Ave Campbell, CA 95008	80054xxxx0	a61**@f*****.com			2.7	32			338357		364000
Wyse Securities	10562 S De Anza Blvd Cupertino, CA 95014	40851xxxx0
Pruneyard Financial Group Inc	51 E Campbell Ave, Campbell, CA 95008	40837xxxx4	hel@r********.com	3	2
Glass And Associates	12280 Saratoga Sunnyvale Rd, Saratoga, CA 95070	40825xxxx9	adu**@p*************.com							2073	19	2000
Young And Associates	1999 S Bascom Ave Ste 910, Campbell, CA 95008	40862xxxx0	aag**@k.com							201430		268000
Fidelity Investments	398 W El Camino Real Suite 102, Sunnyvale, CA 94087	80037xxxx3	a61**@f*****.com	3.5	33					336748		362000
Kao Wealth Management Inc	4320 Stevens Creek Blvd Ste 126, San Jose, CA 95129	40848xxxx0	a.j*****@l.com								238	21000
Glaze Capital	4962 El Camino Real Ste 225, Los Altos, CA 94022	65093xxxx0
LSJ Wealth Management	5201 Great America Pkwy # 350, Santa Clara, CA 95054	40837xxxx0		5	1
David Cooper - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dav*********@a*.com									161
Edward Jones	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4	a.j*******@e********.com							110408		110000	5	5
Budwal & Associates.	329 Piercy Rd, San Jose, CA 95138	40897xxxx0	bud*@s*************.com	5	2
Wesley J Miller - Edward Jones	901 Campisi Way Ste 248 Campbell, CA 95008	40887xxxx0	a.j*******@e********.com
Edward Jones - Santa Clara Financial Advisor - Paul A Dines	69 Washington St Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com			5	1			85188
Pwjohnson Wealth Management	1153 Bordeaux Dr, Sunnyvale, CA 94089	40874xxxx2	aus***@p******.com
Cynthia Lemus	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx3	acc**********@f**********.com
King Wealth Planning	2105 S Bascom Ave Ste 148 Campbell, CA 95008	40887xxxx9	cha**@k*******.com
Pahal, Vora and Associates - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	ali*********@a*.com
Edward Jones - Financial Advisor: Lucy McGuire	14375 Saratoga Ave Ste 105, Saratoga, CA 95070	40856xxxx5	a.j*******@e********.com	5	3					110145		110000
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	c.n***@a*.com
Modern Woodmen	4010 Moorpark Ste 201 San Jose, CA 95117	40831xxxx8	aar********@m***********.org			5	1			34212		34000
Gary Sargenti - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Edward Jones - Financial Advisor: Paul A Dines	69 Washington St Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com			5	1			91820		107000
NF Wealth Management - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	amb**************@a*.com							63	4	61
New Assets Investment Advisors LLC	1525 McCarthy Blvd #1083, Milpitas, CA 95035	40852xxxx8	jan***@n*******.com	5	2
271 State Street	170 State St, Los Altos, CA 94022	65094xxxx9	inf@s***************.com							676	1082	801
Umpqua Bank	289 S San Antonio Rd, Los Altos, CA 94022	65055xxxx5	aam*******@u*******.com							50259	717	48000
Umpqua Bank	3150 Almaden Expy Ste 223, San Jose, CA 95118	40896xxxx6	aam*******@u*******.com							50259	717	48000
Eric Stryker - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com
Robert Cleland & Todd Armer	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx8	ant*****@a*.com							132496		134000
Morgan Stanley	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx4	acc********@m**********.com	4.7	3
SageView Advisory Group	2570 North First St San Jose, CA 95131	40834xxxx0	ach@s*************.com			5	1
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	40891xxxx6	avi***********@a*.com							166		158
College Planning ABC	3031 Tisch Way 110 Plz W San Jose, CA 95128	40891xxxx8	che******@g**.com			4.9	65
Gulati & Associates	2350 Mission College Blvd # 1160, Santa Clara, CA 95054	40898xxxx0	ani@g*************.com	3	2
Quality Returns	1435 Koll Cir Ste 106 San Jose, CA 95109	40849xxxx7	l.j****@q***********.net			3.3	4			15289		16000
Pacific Edge Inv Mgmt	800 W El Camino Real, Mountain View, CA 94040	65094xxxx5
Arti Investment Properties	2975 Bowers Ave, Santa Clara, CA 95051	40884xxxx1
LPL Financial	525 W Remington Dr Ste 124, Sunnyvale, CA 94087	40873xxxx8	a.j*****@l.com							20170	239	21000
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
Katco Financial Services	Sunnyvale, CA 94085	40872xxxx0	inf@s****************.de
Special Needs Planning Group	4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054	40863xxxx2	inf@s**.org									48
Grassi Investment Management	2350 Mission College Blvd #190, Santa Clara, CA 95054	65093xxxx0	buz@g*********.com
Tes Asset Management Group	705 Tully Rd, San Jose, CA 95111	40829xxxx2
Edward Jones - Financial Advisor: Linh B Thai	298 South Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com							91055		105000
Christian S Tice	San Jose, CA 95128	40837xxxx0
Saratoga Research & Investment	14471 Big Basin Way Ste E, Saratoga, CA 95070	40874xxxx0	ada@s*********.com
A Life Well Spent	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx7	joh@a************.net
S P Asset Management	20380 Town Center Ln, Cupertino, CA 95014	40825xxxx1	off*@s**************.net
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx7	aar*******@a*.com							96		101
Tone Tran-Private Client Advisor	50 W San Fernando St, San Jose, CA 95113	40830xxxx9	aab**@b**********.com							40892	181	41000
Fan Asset Management	2700 Augustine Dr, Santa Clara, CA 95054	40874xxxx2	aai*@y********.com
Gerdts Investment Group of Raymond James	150 S Almaden Blvd Suite # 1375, San Jose, CA 95113	40827xxxx4	aar**********@r*********.com							17482		18000
Orchard Commercial Inc	2055 Laurelwood Rd, Santa Clara, CA 95054	40892xxxx0	aar***@o**************.com	5	1
Joshua Miller - Ameriprise Financial Advisor	50 W San Fernando St Ste 900 San Jose, CA 95113	40891xxxx0	cat***********@a*.com			5	1
Smart Wealth Strategies	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40840xxxx0
Spiros Kabitsis - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dav*********@a*.com
Homestretch Properties	1925 Winchester Blvd Ste 20, Campbell, CA 95008	40833xxxx8
Raegen, Parker and Associates - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	and*******@a*.com							210	4	209
Honu Wealth Management	1307 S Mary Ave, Sunnyvale, CA 94087	40821xxxx0	g.w*****@h*******.com
Firsthand Capital Management	150 Almaden Blvd Ste 1250, San Jose, CA 95113	40888xxxx6	hoh****@f***********.com
Werba Rubin Papier \| WRP Wealth	1732 N First St St #220, San Jose, CA 95112	40854xxxx3	aar@w******.com	5	2
Wade Financial Advisory	3274, 2105 S Bascom Ave #110, Campbell, CA 95008	40836xxxx9	adm@w***.com	5	1					9	4	13
Principal Investment	San Jose, CA 95125	40831xxxx7				1	1
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
JR Financial & Insurance Services	2005 De La Cruz Blvd # 120, Santa Clara, CA 95050	40864xxxx2	jam@j**.com	5	5					187	10	208
Kollreal	2000 Wyatt Dr, Santa Clara, CA 95054	40858xxxx0	aab*@k*.com
City National Bank	301 W Mckinley Ave Ste 100 Sunnyvale, CA 94086	40896xxxx0	aba*****@n*****.cnb							5427	162	6000
Diversified Investments	2901 Moorpark Ave San Jose, CA 95128	40855xxxx2
Sensiba	101 Metro Dr Ste 160 San Jose, CA 95110	40828xxxx0	aar@s***.com			2	1			468	51	482
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
Voila Investment Corporation	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx8	dav@e*********.com							5		5
Rick DuPont	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx0	add******@f**********.com
Landmark Wealth Management Group- San Jose	2021 The Alameda STE 390, San Jose, CA 95126	40898xxxx7	bjo*******@l***********.com							374	7	588
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
tradesstation24	Santa Clara, CA 95054	23424xxxx3
Buckingham Wealth Partners	10 S Almaden Blvd 15th Floor, San Jose, CA 95113	80036xxxx6	cde@b*************.com							456		485
Eight Oaks Financial and Insurance Services	101 Metro Dr Ste 550 San Jose, CA 95110	86653xxxx4	and@e****************.com
Dag Ventures	251 Lytton Ave, Palo Alto, CA 94301	65054xxxx0	deb**@d********.com
Emarica Investment Group	5205 Prospect Rd Ste 135-237 San Jose, CA 95129	65039xxxx4
Securities America	1262 E Hamilton Ave, Campbell, CA 95008	40837xxxx1	aad******@s**************.com	5	1					3155	33	3800
TD Ameritrade	1950 University Ave, East Palo Alto, CA 94303	80066xxxx0	api@t***********.com							646209	222	657000
Steven Isaacson - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Matrix Insurance Agency	4655 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx6	cha@m*****.com
Copper Beech Tree Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx6	acm*********@m**********.com
Henry Plata - Private Wealth Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx8	dns***@a*.com	5	1
Stifel	550 S Winchester Blvd #500, San Jose, CA 95128	40898xxxx1								4777		5200
Pollard, Cooper, Kabitsis & Hunt - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dav*********@a*.com									161
Vikram Kohli - Ameriprise Financial Services	3130 De La Cruz Blvd Ste 128 Santa Clara, CA 95054	40898xxxx5	dns***@a*.com
Life Organizers	19925 Stevens Creek Blvd Cupertino, CA 95014	40897xxxx7
691 Milpitas Investors	691 S Milpitas Blvd, Milpitas, CA 95035	40895xxxx5
My Truong - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	66930xxxx8	dns***@a*.com
Khoa Le & Kim Nguyen	111 N Market St San Jose, CA 95113
Edward Jones	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com			5	4			91820		107000
Santikul, Clifton	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	wms********@r.com							14640		16000
Western M&A Advisory	51 E Campbell Ave #400g, Campbell, CA 95008	65027xxxx7	bmc****@c**************.com	5	11
Eric Han - Ameriprise Financial Services	591 W Hamilton Ave Ste 110 Campbell, CA 95008	40866xxxx9	dns***@a*.com
168 Realty	1797 Shamrock Ave, Santa Clara, CA 95051	40876xxxx4	rea*******@g**.com
Gunn Financial	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx2	a.j*******@e********.com
Enterprise Trust & Investment	15425 Los Gatos Blvd Ste 150, Los Gatos, CA 95032	40835xxxx1	ent*****@e*************.com	5	1
Morgan Stanley Wealth Management	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx8
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	aar**********@a*.com							222	4	222
King Paul	2105 S Bascom Ave Ste 148, Campbell, CA 95008	40887xxxx9
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	ani********@a*.com
Cefcu	171 Branham Ln Ste 12, San Jose, CA 95136	40854xxxx0	aal************@c**.com	4.2	11					52107		52000
Winchester Development Group Co Borelli	1245 S Winchester Blvd, San Jose, CA 95128	40826xxxx9
Ameriprise Financial Advisors	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	ame***************@e.ameriprise
Umpqua Bank	225 W Santa Clara St Ste 150, San Jose, CA 95113	40875xxxx0	aam*******@u*******.com	3.4	15					50375	721	48000
Circarta Group Inc	2209 S Bascom Ave, Campbell, CA 95008	40887xxxx1
Kris Sorensen - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40875xxxx6	wms********@r.com							13859		15000
Myhomesus Investments	2787 Moorpark Ave San Jose, CA 95128	42477xxxx0	ada****@e****.com	3.4	5	5	1	4.8	51	3741	2149	3600
Chi Kim - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	and********@a*.com	5	2
Pruneyard Financial Group	51 East Campbell Ave Ste 140 Campbell, CA 95008	40837xxxx4	hel@r********.com			5	4
Fidelity Investments	398 W El Camino Real Sunnyvale, CA 94087	40873xxxx0	a61**@f*****.com	3.7	26	2.6	38			338357		364000
Mills Property & Investment Management	881 Park Ave, San Jose, CA 95126	40856xxxx5
3 P Equity Partners, Llc	3031 Tisch Way Ste 130, San Jose, CA 95128	40898xxxx0	inf@3******.com												5	1
Plenaris Advisory	950 S Bascom Ave San Jose, CA 95128	40829xxxx8	ple***********@g**.com
Stephanie Atalla - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx4	dns***@a*.com			5	2			16		20
Beacon Pointe Advisors	900 E Hamilton Ave Ste 120 Campbell, CA 95008	40826xxxx0	aba***@b*********.com	2.3	3
Morgan Stanley	225 W Santa Clara St, San Jose, CA 95113	65023xxxx4	aal*****@m**********.com							136582	3153	136000
Vander Zwaag Financial, Inc.	3880 S Bascom Ave #210, San Jose, CA 95124	40854xxxx0
Ingram & Associates Inc.	665 Belden Ct, Los Altos, CA 94022	65091xxxx8	con**@i*******************.com
Kensington Financial Group	1101 S Winchester Blvd Ste I-208 San Jose, CA 95128	40824xxxx5	fil*@f********.com			5	1
Integral Financial	1072 S De Anza Blvd Ste A206 San Jose, CA 95129	40899xxxx8	dee*********@i*.biz			1	4
The Noesis Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx7	acm*********@m**********.com
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	aar**********@a*.com	4.5	2					229	4	229
Victory Finance Inc	2445 Augustine Dr #150, Santa Clara, CA 95054	65038xxxx8	inf@v***************.com	5	1
Livia Argano Fiduciary	1165 Lincoln Ave, Ste 330 San Jose, CA 95125	40880xxxx9	lar**@g**.com			3.4	5
Rockpoint Capital	419 S San Antonio Rd, Los Altos, CA 94022	65055xxxx0
LPL Financial - Blackmont Wealth Management Group	99 S Almaden Blvd Ste 600 San Jose, CA 95113	66923xxxx0	aar******@l.com			5	1
Coeus Financial	111 N Market St Ste 300 San Jose, CA 95113	40841xxxx5	bpl***@c***********.com									178
Sami Najafi Shaeghi-Wealth Financial Advisor	50 W San Fernando St, San Jose, CA 95113	40849xxxx8	aab**@b**********.com							98327	1730	98000
Securities America Inc	160 W Santa Clara St, San Jose, CA 95113	40879xxxx4	aad******@s**************.com							3081	28	3700
Thomas Woodell - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx6	dns***@a*.com
Cec Capital Management	2635 N 1st St, San Jose, CA 95134	40843xxxx5
ePlanet Capital Advisors US, Inc	99 Almaden Blvd, San Jose, CA 95113	40823xxxx0	aat***@e***********.com
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	40894xxxx3	blu******@r.com							16286		16000
Edward Jones - Financial Advisor: Dennis H Laughlin, CFP®\|AAMS™	1165 Lincoln Ave Ste 320, San Jose, CA 95125	40899xxxx5	a.j*******@e********.com							90899		105000
Gold Quest Investment	333 W Maude Ave Ste 103, Sunnyvale, CA 94085	40873xxxx8
Edelman Financial Engines	3945 Freedom Cir #950, Santa Clara, CA 95054	83375xxxx3	aar*****@e********************.com	4.7	3					18855	23	20000
Chad Parker - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	and*******@a*.com							210	4	209
Dinesh Sawal - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	alf*********@a*.com									136
TD Ameritrade	19349 Stevens Creek Blvd Cupertino, CA 95014	40897xxxx0	api@t***********.com			3	6			646210	192	658000
Edward Jones	16190 Los Gatos Blvd Suite 102, Los Gatos, CA 95032	40835xxxx8	a.j*******@e********.com							91054		105000
Nexit Ventures	12930 Saratoga Ave Ste B9, Saratoga, CA 95070	40872xxxx5	ant********@n**********.com
Petersen Cathleen EA	14583 Big Basin Way Ste 6, Saratoga, CA 95070	40874xxxx2	adm@c*************.com	5	2
Daniel Lee	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx7	add******@f**********.com
Park Plaza Investment Company	111 W Saint John St San Jose, CA 95113	40828xxxx0
Umpqua Bank Home Lending	225 W Santa Clara St Ste 150, San Jose, CA 95113	40883xxxx5	aar*******@u*******.com							50381	721	48000
Sunhill Investments	San Jose, CA 95101	40825xxxx6				5	1
Yintai Investment Company	2001 Gateway Pl, San Jose, CA 95110	40856xxxx3
Private Wealth Financial Partners	2105 S Bascom Ave #300, Campbell, CA 95008	40887xxxx7	pwf******@l.com
Corporate Commercial Real Estate Counselors CCREC	900 Lafayette St Ste 705 Santa Clara, CA 95050	40874xxxx0	inf@c******.com	5	6
Eric Han - Financial Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx9	dns***@a*.com	5	1
Embarcadero Capital Partners	99 Almaden Blvd, San Jose, CA 95113	40897xxxx4
Borelli Investment Co	1275 S Winchester Blvd, San Jose, CA 95128	40855xxxx6
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	aar**********@a*.com							229	4	229
Jim Galindo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40889xxxx7	rbc*******@r.com							13894		15000
Onesta Wealth Management, LLC	900 E Hamilton Ave, Campbell, CA 95008	40878xxxx8	joh****@o*********.com					5	6			40
Pesta & Pesta Wealth Management	20370 Town Center Ln Suite 254, Cupertino, CA 95014	40822xxxx0	der@p**********.com	5	10
Justin Parkhurst - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
Sensiba	5960 Inglewood Dr Ste 201 Pleasanton, CA 94588	92527xxxx0	aar@s***.com			1.6	8			466	51	479
Chan CPA & Company	1885 S Winchester Blvd Ste 200 Campbell, CA 95008	40835xxxx1	bon*@c****.com			4.3	13					92
James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Akimax Property Management	1694 Tully Rd, San Jose, CA 95122	40875xxxx0	adr*******@a***.net	2.3	3
Scundi Investment Management, LLC	19925 Stevens Creek Blvd #100, Cupertino, CA 95014	40897xxxx8	ebe@e******.com
Merrill Lynch Wealth Management	560 S Winchester Blvd San Jose, CA 95128	40826xxxx1	bri************@m.com	2	1
RMK Scale Ventures	2330 Cabrillo Ave, Santa Clara, CA 95050	40851xxxx4	app@r**.com
Bradley Noval - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	bno*@a*.com
Firsthand Capital Management	150 S Almaden Blvd, San Jose, CA 95113	40829xxxx0	bcr*@f*************.com	1	1
Edward Jones - Financial Advisor: Tom Coombs	1625 The Alameda, Ste 601, San Jose, CA 95126	40829xxxx8	a.j*******@e********.com			5	1			91181		106000
Dimitar Kotov - Ameriprise Financial Services	1999 S Bascom Ave Ste 1060 Campbell, CA 95008	40887xxxx7	dim**********@a*.com			1.7	12
Arlington Land & Investmen T Co. Inc.	PO Box 1237, San Jose, CA 95108	40827xxxx5
Don Woo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	don**@r.com
Giordano Wealth Management Group	644 N Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx4	all**@t****.com							6306	48	6300
Sun Wealth Advisor	5446 Thornwood Dr Suite 101, San Jose, CA 95123	40896xxxx7	del*@s*************.com	5	2
Carlton Pace - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
Duke Nguyen - Real Estate Way of Life	San Jose, CA 95112	66923xxxx2	duc*****@c****.com
Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx5	avi***********@a*.com
Global Financial Manage Inc	2471 Autumnvale Dr, San Jose, CA 95131	40858xxxx0	aai*@y********.com
Lucie Honosutomo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx4	ama*******@r.com							29		29
Odus & Associates LLC. R.E Investment & Management	2787 Moorpark Ave, San Jose, CA 95128	40888xxxx4	cus**********@n*********.com	3.7	6
Willow Glen Rentals	San Jose, CA 95150	40825xxxx8	app@w**************.net
Homi Vacation Rentals	2010 El Camino Real #1390, Santa Clara, CA 95050	40859xxxx9		5	16
Concentrum Wealth Management	353 Piercy Rd, San Jose, CA 95138	40884xxxx0	gle******@c*************.com							154	3	144
Honosutomo, Lucie	99 Almaden Blvd, San Jose, CA 95113	40881xxxx1	rbc*******@r.com							14640		16000
Ted Moorhead - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	ted*******@r.com
Alpha Cubed Investments, LLC	100 Century Center Ct King, San Jose, CA 95112	87772xxxx9	alp@a******************.com
Vertex Wealth Management	640 W California Ave Ste 210 Sunnyvale, CA 94086	40876xxxx4	mer************@l.com
Investy Financial Services	919 Story Rd #1200, San Jose, CA 95122	40885xxxx8		5	24
NF Wealth Mangement	4300 Stevens Creek Blvd, San Jose, CA 95129	40896xxxx7	aaz*********@s****.facebook	2.3	3							2
Edward Jones - Financial Advisor: Jim Knipple	69 Washington St, Santa Clara, CA 95050	40898xxxx9
TA Associates	70 Willow Rd, Menlo Park, CA 94025	65032xxxx0	aab********@t.com
Edward Jones - Financial Advisor: Christopher D Anderson	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4
Beck Investment Management	345 Hamilton Ave, Palo Alto, CA 94301	65032xxxx0
Skyline Asset Management	121 W Washington Ave, Sunnyvale, CA 94086	40874xxxx7
Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®\|ChFC®\|AAMS™	165 University Ave, Palo Alto, CA 94301	65032xxxx3	a.j*******@e********.com							90871		105000
Flournoy Wealth Management	1165 Lincoln Ave Ste 330 San Jose, CA 95125	40827xxxx0	pam*******@l.com							230	2	233
Milpitas Boulevard Ventures	691 S Milpitas Blvd, Milpitas, CA 95035	40895xxxx5
3P Equity Partners	3031 Tisch Way Ste 130, San Jose, CA 95128	40898xxxx0	inf@3******.com										5	1
Siena Wealth Management Inc	1550 The Alameda Ste 300, San Jose, CA 95126	40828xxxx0	rho**@s********.com							6205	48	6200
EBMC- Eugene Burger Management Corporation	Commerce Plaza, 900 Lafayette St Suite 201-4, Santa Clara, CA 95050	40888xxxx3	adm@e*.com	1	1
Clive Pollard - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	ama*******@a*.com							200	2	201
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	45
Integrated Wealth Management	1275 Lincoln Ave Ste 8, San Jose, CA 95125	40828xxxx6
Peter Jung - Ameriprise Financial Services	1700 S Winchester Blvd Ste 103 Campbell, CA 95008	40855xxxx3	dns***@a*.com
Bettencourt Real Estate Services	1251 Park Ave, San Jose, CA 95126	40827xxxx0	abh***@m********.com	4.2	5					4730	115	4700
Silicon Valley Investment Group - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx1	abc*@u.com
Castellon Professional Services	1279 Poplar Ave No.119 Sunnyvale, CA 94086	41565xxxx6	jn@m*********.com			3	2
Saratoga Hills Group	20370 Town Center Ln Ste 122 Cupertino, CA 95014	40897xxxx3	inf@s****************.com
Tahoe Asset Management	19925 Stevens Creek Blvd, Cupertino, CA 95014	40865xxxx7
Caprock	1100 Lincoln Ave #353, San Jose, CA 95125	40862xxxx3	adm@c****.com
Potentia Wealth	1226 Lincoln Ave #200, San Jose, CA 95125	40828xxxx6	ask@p*************.com							365	19	365
The Blue Jade Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3	blu******@r.com							13911		15000
Global Wealth Partners	1764 The Alameda, San Jose, CA 95126	40823xxxx0	ama**@g********************.com	5	1							35
Hilary Hendershott Wealth Management	1922 The Alameda, San Jose, CA 95126	40876xxxx5
Ian McIntosh - Financial Advisor, Ameriprise Financial Services, LLC	3130 De La Cruz Blvd #128, Santa Clara, CA 95054	40821xxxx5	dns***@a*.com
Heart of the Valley Wealth Advisors - Thrivent	2021 The Alameda STE 140, San Jose, CA 95126	40821xxxx4
Platinum Retirement Solutions	1101 South Winchester Blvd Ste A-109 San Jose, CA 95128	40824xxxx7	inf@p*************************.com			3	2					2
Philip T Castaneda - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Investment Exchange Services	360 Kiely Blvd, San Jose, CA 95129	40898xxxx5
F & W Investment Co.	3750 Charter Park Dr, San Jose, CA 95136	40826xxxx6
Brian Araki	2100 El Camino Real, Palo Alto, CA 94306	65047xxxx3	acc**********@f**********.com
Wealth Management	75 E Santa Clara St Ste 450 San Jose, CA 95113	40829xxxx7
Tellus			abu***@t******.com	4.6	9
Golden Bay Capital	2910 Stevens Creek Blvd San Jose, CA 95128	40824xxxx9
Castaneda-Sargenti-Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com							13859		15000
Gibraltar Investment Corp	250 Del Medio Ave, Mountain View, CA 94040	65094xxxx2
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dch*@a*.com	5	1					40		43
RFS Investment	1217 Matisse Ct Sunnyvale, CA 94087	40877xxxx8
Cefcu	3980 Rivermark Plz, Santa Clara, CA 95054	40854xxxx0	aal************@c**.com	4	4					52093		52000
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
InvestCraft Advisors	Campbell, CA 95070	40856xxxx1	73c***********************************@w***************.com
Connor Group	3979 Freedom Cir Ste 700 Santa Clara, CA 95054	65030xxxx1	aar@c*****.com	4.5	2							262
Financial Journey Partners	101 Metro Dr Ste 264 San Jose, CA 95110	40896xxxx8	abi**@f*************.com			5	7
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							816		963
Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	deb*************@a*.com							87		93
SRE Asset Management, Inc	812 Pollard Rd UNIT 7, Los Gatos, CA 95032	40888xxxx0	re@s*********.com	5	26
Fremont Bank	160 W Santa Clara St Ste 100, San Jose, CA 95113	40866xxxx1	a.a***@f********.com	3	23					7244	387	7200
Jorge Zegarra - REALTOR	2110 Story Rd, San Jose, CA 95122	40883xxxx1
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	138******@1.com
Hsiao Judith & Associates	2077 Gold, San Jose, CA 95101	40826xxxx8
Edward Jones - Financial Advisor: Russell T Case, CFP®\|AAMS™\|CRPC™\|CRPS™	987 University Ave Ste 11, Los Gatos, CA 95032	40835xxxx8	a.j*******@e********.com							91054		105000
Ameriprise Financial Advisors	3130 De La Cruz Blvd Ste 128 Santa Clara, CA 95054	40898xxxx5	ame***************@e.ameriprise							132678		134000
Brereton & Co	1075 N 10th St Ste 110 San Jose, CA 95112	40893xxxx5
Foss Financial Services	San Jose, CA 95125	40869xxxx8	dan@f********************.com			2.3	3
My Truong - Ameriprise Financial Services	1700 S Winchester Blvd Ste 103 Campbell, CA 95008	66930xxxx8	dns***@a*.com
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	51
Edward Jones	2280 Lincoln Ave Suite 100, San Jose, CA 95125	40844xxxx6	a.j*******@e********.com							110786		110000
Alpha Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx6	abc*****@u.com
Silicon Valley Capital Partners	1731 Technology Dr #810, San Jose, CA 95110	40823xxxx0	ali*@s*.com	5	3
Parkhurst, Justin	99 Almaden Blvd, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
Vasona Financial Group	16615 Lark Ave Ste 200, Los Gatos, CA 95032	40835xxxx0
Minjoo Lee, CPA	2950 Merced Street Suite 102D San Leandro, CA 94577	41525xxxx1				5	2
Craig Curtis Uffelman - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	dns***@a*.com
S4 Capital	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0		3.5	2
Hynek Financial Adviser's	333 W Santa Clara St Ste 606, San Jose, CA 95113	40899xxxx0	gay*****@l.com
Federal Realty Investment Trust	3155 Olsen Dr, San Jose, CA 95117	40855xxxx0	aa@f************.com
Stasiak Ronald	51 E Campbell Ave, Campbell, CA 95008	40837xxxx0	ame****************@a*.com
Tnp Capital Management Inc	894 Shirley Ave, Sunnyvale, CA 94086	40873xxxx5
Northwestern Mutual Financial Network	60 S Market St Ste 600 San Jose, CA 95113	40827xxxx0
Fornine Investment Co	2377 Senter Rd, San Jose, CA 95112	40829xxxx5
Edward Jones - Financial Advisor: Robert W Diaz	1309 S Mary Ave Ste 204, Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com							110145		110000
Edward Jones - Financial Advisor: Todd Bergstrom, CFP®\|AAMS™	21710 Stevens Creek Blvd Ste 135, Cupertino, CA 95014	40897xxxx9	a.j*******@e********.com							90710		105000
Otto Marisa Investmt Rep	1625 The Alameda San Jose, CA 95126	40829xxxx8
Yoshihara Financial Group	161 Jackson St # 210, San Jose, CA 95112	40828xxxx0	mic**@y***************.com
Dcompr	19925 Stevens Creek Blvd Cupertino, CA 95014	40872xxxx1
Jeffrey Raegen - Ameriprise Financial Services	1905 The Alameda San Jose, CA 95126	40828xxxx0	and*******@a*.com	4.5	2	1	1			210	4	209
Southwest Expressway Investors	1540 Southwest Expy, San Jose, CA 95126	40829xxxx9		5	1
Valerie Nguyen-Private Client Advisor	50 W San Fernando St, San Jose, CA 95113	40831xxxx1	aab**@b**********.com							40892	181	41000
3P Equity Partners, LLC	3031 Tisch Way #130, San Jose, CA 95128	40898xxxx0	inf@3******.com
Todd Ferreira - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	amb**************@a*.com							63	4	61
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services	920 Saratoga Ave Ste 105C, San Jose, CA 95129	40849xxxx9	dns***@a*.com							51		51
Erik Cormier - Financial Advisor, Ameriprise Financial Services	522 Ramona St, Palo Alto, CA 94301	86028xxxx2	dns***@a*.com							325		332
Platinum Investment Partners	6155 Almaden Expy Ste 100, San Jose, CA 95120	40826xxxx7	b.r***@p*****.com							13	25	13
Ameriprise Financial Advisors	1 Almaden Blvd Ste 810 San Jose, CA 95113	40828xxxx0	bri*******@a*.com			3	2
Wilson Investment Properties	14435C Big Basin Wy #240, Saratoga, CA 95070	40886xxxx7	chr@w*********.com	4	1					512	2	512
Ameriprise Financial Advisors	51 E Campbell Ave Campbell, CA 95008	40837xxxx0				5	1
Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™	12297 Saratoga Sunnyvale Rd Ste 200, Saratoga, CA 95070	40887xxxx1	a.j*******@e********.com	1	1					90977		105000
Aspire Planning Associates	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40833xxxx4	bet@a************.com
WriteBusinessCapital	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40897xxxx3
CONCERT Global Group LTD	1900 The Alameda Fl 3 San Jose, CA 95126	40885xxxx0	a@c************.com
Morgan Stanley Wealth Management	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx4	acm*********@m**********.com	4.7	3
Into Wealth Inc	2077 Gold St, Alviso, CA 95002	40826xxxx8
All WealthCare Financial and Insurance Services	San Jose, CA 95129	41599xxxx1	inf@i***************.com							3085	20	2900
Ucb Investment Services	1715 Lundy Ave San Jose, CA 95131	40844xxxx8
Global Portfolio Dimensions	900 E Hamilton Ave Ste 100 Campbell, CA 95008	40842xxxx4
VentureTech Alliance	2851 Junction Ave #101, San Jose, CA 95134	88636xxxxx0	cch@v*******.com
Wealth Cairn	910 E Hamilton Ave Ste 350 Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress							238		234
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
DWR Wealth Management LLC	1884 The Alameda, San Jose, CA 95126	40826xxxx0
Prima Investment Group	4300 Stevens Creek Blvd UNIT 222, San Jose, CA 95129	40898xxxx9		5	1
Cleage Erik	19925 Stevens Creek Blvd Cupertino, CA 95014	40897xxxx0
L & A	30 Union Ave, Campbell, CA 95008	40837xxxx1	ame****************@a*.com							132496		134000
Silicon Valley Wealth Management Group	560 S Winchester Blvd Ste 500, San Jose, CA 95128	40870xxxx4											4	2
Capital Planning Partners	1 Almaden Blvd Ste 610, San Jose, CA 95113	40899xxxx3	inf@d************.com
Siena Wealth Management	3055 Olin Ave, San Jose, CA 95128	40824xxxx0	rho**@s********.com							5423	47	5500
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
Charles Schwab	438 E El Camino Real Sunnyvale, CA 94087	40852xxxx0	ej.******@s***.com	3.7	15	3.2	18			645561	219	656000
California Development Regional Center	San Jose, CA 95123	40828xxxx8
Charles Schwab	30 S First St Campbell, CA 95008	40834xxxx0	app*****************@s***.com			2.8	26			646942	222	658000
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	c.n***@a*.com	5	3					169		168
Blue Bell Enterprises	4020 Moorpark Ave, San Jose, CA 95117	40855xxxx0	cin@p************.com
Securities America Sure Tax Consultants	1530 Meridian Ave, San Jose, CA 95125	40897xxxx0	aad******@s**************.com							3081	28	3700
Sackett Brooks C Cfp Cima Chief Capital Management.	1581 Camino Monde San Jose, CA 95125	40897xxxx3
Heckman Financial & Insurance Services Inc-HFIS	333 W Santa Clara St 6th Floor, San Jose, CA 95113	40829xxxx0	nn@w************.com	4.6	7						100
Jordan Smith - Morgan Stanley	20400 Stevens Creek Blvd Ste 350 Cupertino, CA 95014	40886xxxx7	acc********@m**********.com
Casey Galdieri - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0
Future Legacy Management	21631 Stevens Creek Blvd, Cupertino, CA 95014	40844xxxx7	gs@f***********.com
Wells Fargo Private Bank	225 W Santa Clara St Ste 1400, San Jose, CA 95113	40894xxxx0	aar********@w*******.com	4.3	3					150743		11
Solutions Wealth Management	1777 Hamilton Ave #1040, San Jose, CA 95125	40862xxxx8	jon********@l.com
Peter Jung - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	40855xxxx3	dns***@a*.com
Umpqua Bank	2033 Gateway Pl, San Jose, CA 95110	40896xxxx5	aam*******@u*******.com							50259	717	48000
SageView Advisory Group	2570 N First St Suite 200, San Jose, CA 95131	40834xxxx0	ach@s*************.com	5	1
Stephanie Atalla - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com	5	1					16		20
Intel Corp	2200 Mission College Blvd, Santa Clara, CA 95054	40876xxxx0	aar**********@i**.com	4.6	242
Leeward Financial & Insurance Services	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40898xxxx7	kev*@l*************.com
Retirement Capital Strategies (RCS)	1190 Saratoga Ave # 140, San Jose, CA 95129	40855xxxx0	bil*******@r*******.com							53		55
Zell Associates Inc. - Property Management	1777 Hamilton Ave Ste 1250, San Jose, CA 95125	40897xxxx0	alf*@z*.com	3.2	24
Edward Jones - Financial Advisor: Aileen A Low, CFP®	4966 El Camino Real Ste 125, Los Altos, CA 94022	65091xxxx0	a.j*******@e********.com							110786		110000
David Farkouh - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx2	aar*******@a*.com			3	2					98
Robert W Stern - Ameriprise Financial Services	591 W Hamilton Ave Ste 110 Campbell, CA 95008	40866xxxx3	dns***@a*.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	61
Allied Brokers	Pleasanton, CA 94566	92533xxxx0				5	2
A.A.A. FOREX	Serving theSanta Clara Area	40894xxxx7
Pesta & Pesta Wealth Management	20370 Town Center Ln Cupertino, CA 95014	40822xxxx0	oli*@p**********.com
Wealth Strategies Group	225 W Santa Clara St Ste 1450 San Jose, CA 95113	51057xxxx8
Misawa/St. Claire- Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Edward Jones - Financial Advisor: Shane Jacksteit	298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com	5	2	5	2			106		113
Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
La Fosse Asset Management	812 Pollard Rd, Los Gatos, CA 95032	40888xxxx0	abh***@m********.com							4045	124	4700
Heckman Financial & Insurance Services	333 W Santa Clara St Ste 604 San Jose, CA 95113	40829xxxx0	nn@w************.com	4.6	7	5	2				100
Daly Ellen Real Estate Investor	Sunnyvale, CA 94085	40872xxxx0
Vestnomics Wealth Management, Llc	65 W Hamilton Ave Ste 4, Campbell, CA 95008	40833xxxx0	aal***@g****.com
John Plaza	835 Blossom Hill Rd Ste 220, San Jose, CA 95123	40844xxxx0	inf@f*********.com							82		117	5	1
Ai Asset Management	1090 Leslie Dr, San Jose, CA 95117	40898xxxx4	abi**************@m*.mil
Financial Mastery Group	675 North First St Ste 1240 San Jose, CA 95112	40888xxxx0
Oakhurst Financial	1059 Fremont Ave, Los Altos, CA 94024	40821xxxx3	jer@o**************.com	5	1
American Century Investments	1665 Charleston Rd, Mountain View, CA 94043	65096xxxx0	aan*******@a************.com							8686		8600
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	4	1
Matzger James A	401 Alberto Way Ste 3, Los Gatos, CA 95032	40839xxxx0
Citi Personal Wealth Management	2189 Quimby Rd, San Jose, CA 95122	40853xxxx5	aar********@c******.com	3	26
City National Bank	1 Almaden Blvd Ste 100 San Jose, CA 95113	40839xxxx0	a.m**@c.com			3.7	3			5381	161	5900
Menlo Equities	2901 Tasman Dr # 220, Santa Clara, CA 95054	40856xxxx0	a**@m**********.com
Invesmart	55 Almaden Blvd San Jose, CA 95113	40896xxxx0
Aegis Financial Advisory	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40868xxxx1	joe@a************.com							107		105
Raymond James	51 E Campbell Ave Unit 109, Campbell, CA 95009	40837xxxx0	con**@a********.com
Edward Jones - Financial Advisor: Mandy Andrei, CFP®\|AAMS™	1045 W El Camino Real Suite C, Mountain View, CA 94040	65032xxxx6	a.j*******@e********.com	5	5					89814		103000
Grassi Investment Management	2350 Mission College Blvd, Santa Clara, CA 95054	65093xxxx0	buz@g*********.com
By The Bay Investments No 7741	655 Coleman Ave San Jose, CA 95110	40829xxxx0
Von Baron Wealth Management	174 N 14th St, San Jose, CA 95112	40888xxxx0	inf@v********.com
Pariveda Investment Management	2483 Old Middlefield Way, Mountain View, CA 94043	65058xxxx2	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
Clifton Santikul - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5	ama*******@r.com							29		29
Fremont Bank	565 San Antonio Rd Ste 21, Mountain View, CA 94040	65039xxxx1	aar*******@f********.com	5	8					7244	387	7200
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							110786		110000
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	ale**********@a*.com	4.3	3
Principal	2099 Gateway Pl Ste 100 San Jose, CA 95131	40853xxxx0	and*********@p******.com			2	3			96	4	103
Fidelity Investments	4160 N First St, San Jose, CA 95134	80054xxxx9	a61**@f*****.com	3.3	25					372200		372000
Jing Chien - Ameriprise Financial Services	1999 S Bascom Ave Ste 470 Campbell, CA 95008	40837xxxx0	ani********@a*.com			5	1
ELIM Investment Company	1765 Scott Blvd Suite 201, Santa Clara, CA 95050	40878xxxx1	che***********@g**.com	5	5							11
Fidelity Investments	4160 N 1st St San Jose, CA 95134	80054xxxx9	a61**@f*****.com			2.1	15			335790		360000
Silicon Valley Financial Group	950 S Bascom Ave, San Jose, CA 95128	40828xxxx0	bec@s*.com	5	3
Morgan Stanley Wealth Management	8239 Enterprise Dr, Newark, CA 94560	51079xxxx0	acm*********@m**********.com							6403	58	6500
Shawn Okumura, CFP CMFC	1100 Lincoln Ave Ste 240 Transitions Wealth Advisors San Jose, CA 95125	40835xxxx2				5	1
Dongding Investment Co	47697 Westinghouse Dr, Fremont, CA 94539	51049xxxx2
Wealth Cairn - An Investor Coaching Company	910 E Hamilton Ave #150, Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress	5	29					240		235
Silicon Valley Bank	3003 Tasman Dr, Santa Clara, CA 95054	40865xxxx0	aa@s**.com	3.2	19					6		7
Opportunity Fund	111 W Saint John St Ste 800, San Jose, CA 95113	40829xxxx4	ade@o************.org	3.7	67
Waddell & Reed Bay Area Market	1999 S. Bascom Ave Suite 400, Campbell, CA 95008	40836xxxx0	6d3***********************************@w***************.com
Julie Ping He, CFP - Gateway Financial Advisor	2570 North First St Ste 200 San Jose, CA 95131	40850xxxx8	adm***@g***********.com			5	8
Flagstar Bank	750 University Ave, Los Gatos, CA 95032	40845xxxx0	aar******@f*****.com
DWR Wealth Management	1884 The Alameda, San Jose, CA 95126	40826xxxx0	rex@d*********.com
U.s. Bank Atm - Capital Swap Meet	3630 Hillcap Ave, San Jose, CA 95136	80087xxxx7	dpr*@w*******.com	4.2	1508			4.7	267	24956	29372	43000
The Pacific Coast Aspire Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx9	acc********@m**********.com
New Assets Investment Advisors LLC	1525 Mccarthy Blvd, Milpitas, CA 95035	40852xxxx8	kyg***@w****************.com	5	2
Morgan Stanley Wealth Management	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	aal*****@m**********.com
Edward Jones - Financial Advisor: Steve Duffy	900 Lafayette St #503, Santa Clara, CA 95050	40824xxxx1	a.j*******@e********.com	5	3					87601		100000
Sar Capital Management LLC	5201 Great America Pkwy Suite 320, Santa Clara, CA 95054	35267xxxx4		5	1
Rogers Investment Advisors LLC	2975 Bowers Ave STE 107, Santa Clara, CA 95051	40821xxxx8	tim@r*************.com
Barbara Madden - Financial Advisor, Ameriprise Financial Services	164 Main St Ste 206, Los Altos, CA 94022	65094xxxx0	bar***********@a*.com							39		40
The Family Wealth Consulting Group	1541 The Alameda, San Jose, CA 95126	40845xxxx0	cra@f*.net
Pacific Investment Research	19925 Stevens Creek Blvd Suite 100 Cupertino, CA 95014	40821xxxx8	chi@p**********************.com									506
Davis Financial Management	2105 S Bascom Ave, Campbell, CA 95008	40834xxxx0	ali@d****.com
Prima Investment Group	4300 Stevens Creek Blvd, San Jose, CA 95129	40898xxxx9	miw******@g**.com										5	1
First Street Wealth Advisors	2635 N First St #230, San Jose, CA 95134	66934xxxx8	aic****@f*****.com							292342		13
Williams Howie And Associates A Branch Of American Express	4675 Stevens Creek Blvd, Santa Clara, CA 95051	40826xxxx3	aar@a************.com							911065		79
Edward Jones - Financial Advisor: Rafe Ann Du Bois	1309 S Mary Ave Ste 204 Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com									34
Morgan Stanley Wealth Management	650 Castro St, Mountain View, CA 94041	65031xxxx0	acm*********@m**********.com
Altos Financial Planning Associates	4100 Moorpark Ave, San Jose, CA 95117	40824xxxx1	alt*****@e******.net
SV San Jose Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
JPG Wealth Solutions Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40889xxxx7
Financial Engines	1050 Enterprise Way, Sunnyvale, CA 94089	40849xxxx0	aau****@f*************.com
Jose Gil III-Lepera	695 N First St San Jose, CA 95112	91654xxxx5	dns****@a*****.com
Edward Jones - Financial Advisor: Linh B Thai	298 S Sunnyvale Ave, Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com							110145		110000
Sevimli Capital	1055 E Brokaw Rd #30, San Jose, CA 95131	40830xxxx0
Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com							169		168
Silicon Valley Quantitative	5615 Brookhurst Ct, San Jose, CA 95129	40862xxxx8	inf@s*****.com
The AuYeung Wealth Management Group - Morgan Stanley	Silicon Valley Center, 20400 Stevens Creek Blvd STE 350, Cupertino, CA 95014	40886xxxx8	acc********@m**********.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
Kennsei Trading	83 Metro Dr Silicon Valley, CA 95110	40863xxxx3
Bisceglia Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx4	abc*****@u.com
Silphy Ou - Prudential Financial	1731 Technology Dr Ste 600, San Jose, Ca 95110	40875xxxx5	aar*****************@p*******.com
UBS Financial Services Inc	50 W San Fernando St, San Jose, CA 95113	40828xxxx0	aar*****@u.com							234444		249000
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
First Investors	2025 Gateway Pl San Jose, CA 95110	40845xxxx0
Authentikos Advisory	1295 E Dunne Ave Ste 215 Morgan Hill, CA 95037	84432xxxx1	bxx******@a********.com			3	6					1500
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Charles Fels - Ameriprise Financial Advisor	50 W San Fernando St Ste 900 San Jose, CA 95113	40891xxxx0	dns***@a*.com
Nova Partners	185 Moffett Blvd, Mountain View, CA 94043	65069xxxx0
Brian Ruiz Insurance	4010 Moorpark Ave Ste 209 San Jose, CA 95117	40839xxxx0	bri@b***************.com			3.9	15			71355	2	70000
Mayer Jacqueline Cfp	4010 Moorpark Ave San Jose, CA 95117	40824xxxx0
Edward Jones - Financial Advisor: Vince DiPiero, CFP®	101 Church St Ste 18, Los Gatos, CA 95030	40835xxxx6	a.j*******@e********.com	5	1					110786	8	110000
Evla Hills Equity Services	495 N Whisman Rd, Mountain View, CA 94043	65062xxxx9	don*****@e******.com
Cali Financial Management	1979 Cabana Dr, San Jose, CA 95125	40834xxxx1
Solutions Wealth Management	1777 Hamilton Ave, San Jose, CA 95125	40837xxxx3	jon********@l.com
Adam Ward - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx9	ada******@a*.com
Victor Adint - Raymond James	229 W Main St, Los Gatos, CA 95030	40840xxxx9	aar**********@r*********.com
Jason Styczynski - Ameriprise Financial Services	1 Almaden Blvd Ste 810 San Jose, CA 95113	40891xxxx0	cor*********@a*.com									106
Pgr Solutions	1925 Winchester Blvd Campbell, CA 95008	40887xxxx0
Edward Jones	1309 S Mary Ave Ste 204, Sunnyvale, CA 94087	40874xxxx0	a.j*******@e********.com							90043		103000
Global Capital Wealth Management	99 Almaden Blvd Ste 600, San Jose, CA 95113	40827xxxx7	maz*@g***.com
Grassi Investment Management	1804 N Shoreline Blvd Ste 140, Mountain View, CA 94043	65093xxxx0
NRI Wealth	5201 Great America Pkwy # 350, Santa Clara, CA 95054	51081xxxx4	inf@n*******.com
Chinese Abraham Investment Advisors LLC	20111 Stevens Creek Blvd #200, Cupertino, CA 95014	40872xxxx5
First Statewide Realty	10080 N Wolfe Rd SW3-252, Cupertino, CA 95014	40825xxxx0	ang*****@f*****************.com	4.8	23					474	210	474	5	2
California Investment Co.	1438 Royal Ann Ct, San Jose, CA 95129	40825xxxx7
Ron Chapman - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
Cypress Capital Group		65042xxxx3	ala*******@c************.com	4.8	5
Rockefeller Capital Management	2570 W El Camino Real #600, Mountain View, CA 94040	65055xxxx0	abc**@r***.com
Clarity Wealth Advisors	2160 The Alameda, San Jose, CA 95126	40856xxxx0	inf@c*******.com
Windsor Securities	1999 S Bascom Ave Campbell, CA 95008	40887xxxx8
Edward Jones	21710 Stevens Creek Blvd Ste 140 Cupertino, CA 95014	40897xxxx9	a.j*******@e********.com			1.3	3			91820		107000
Team ATAP	Milpitas, CA 95035	40437xxxx5
Davalos Financial Advisors of Raymond James	333 W San Carlos St # 1650, San Jose, CA 95113	40827xxxx4	aar**********@r*********.com							17482		18000
W & B Investments	43801 Mission Blvd Ste 201, Fremont, CA 94539	51040xxxx1	dea@w***********.net
Maven Management	15 E Main St, Los Gatos, CA 95030	40840xxxx3	bri*@m****.com	4.1	19					34	4	33
Cali Investments	14510 Big Basin Way, Saratoga, CA 95070	40874xxxx0
Erik Nelson Financial Advisor	685 Coleman Ave Ste 10 San Jose, CA 95110	40866xxxx7	ami************@w***************.com
Edward Jones - Financial Advisor: Sy Nguyen	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4
National Association of Insurance & Financial Advisors of Silico	1585 The Alameda San Jose, CA 95126	40827xxxx0
Stonecrest Financial	4675 Stevens Creek Blvd # 235, Santa Clara, CA 95051	40855xxxx0	aba*@s****************.net	4.1	18
Phuong N Quach - Ameriprise Financial Services	3945 Freedom Cir Ste 460 Santa Clara, CA 95054	40833xxxx0	ani********@a*.com	4.3	3	5	1