Business List: Investment Management Firms in Concord, 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
David Persin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx7	dav*******@r.com
Edelman Financial Engines	2175 N California Blvd Ste 800, Walnut Creek, CA 94596	92535xxxx3	aar@e*************.com							18783	21	20000
Edward Jones - Financial Advisor: Bette Gadient	490 Grand Ave Ste 100, Oakland, CA 94610	51066xxxx6
Kenny Heller	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx3	adm*****@c***.com			5	91			107360	16353	108000
Next Step Retirement	1600 S Main St, Walnut Creek, CA 94596	92542xxxx2
Financial Network Investment Corp	225 Lennon Ln, Walnut Creek, CA 94598	92593xxxx7	bea@c********.com
DCP	1990 N California Blvd Walnut Creek, CA 94596	92528xxxx9
Pearl Investment Co.	931 Hartz Way Ste 200, Danville, CA 94526	92574xxxx0	jan*@b************.com
Turner Joe D	1600 S Main St Walnut Creek, CA 94596	92528xxxx7
Richard Connett - Ameriprise Financial Services	100 Pringle Ave Ste 420 Walnut Creek, CA 94596	92598xxxx2	dns***@a*.com
Creative Planning	1331 N California Blvd UNIT 110, Walnut Creek, CA 94596	86627xxxx8	a.j****@c*************.com							6352	126	7200
Just Plans Etc	1399 Ygnacio Valley Rd Ste 24 Walnut Creek, CA 94598	92598xxxx0				5	1
The Phil Penn Corp Of Investing	Pittsburg, CA 94565	70756xxxx8	mrp*****@y**.com
Edward Jones - Financial Advisor: Doug Moss	2950 Buskirk Ave Ste 195 Walnut Creek, CA 94597	92590xxxx5	a.j*******@e********.com
Mia’s Fiduciary Services	1271 Washington Ave, Ste 908, San Leandro, CA 94577	51082xxxx1	bus***@m*****.net
James Agrusa - Financial Advisor, Ameriprise Financial Services	101 Gregory Ln Ste 42, Pleasant Hill, CA 94523	92535xxxx7	dns***@a*.com
Hutchinson Wealth Management Team - Stifel	500 Ygnacio Valley Rd #490, Walnut Creek, CA 94596	92574xxxx5
Dean M Suzuki - Ameriprise Financial Services	100 Pringle Ave Ste 420 Walnut Creek, CA 94596	92547xxxx6	dns***@a*.com
Bay's Elite Management Group	1196 Boulevard Way #10, Walnut Creek, CA 94595	92595xxxx1	chr@e******.com	3.7	7
Sodexo	2222 Pacheco St, Concord, CA 94520	92568xxxx0
David Ellman-Private Client Advisor	1333 N California Blvd, Walnut Creek, CA 94596	92527xxxx6	aab**@b**********.com							40893	181	41000
Newport Group, Inc	1350 Treat Blvd # 300, Walnut Creek, CA 94597	84474xxxx1	aac***@n*********.com	2.2	24
John Paul Greiten - Ameriprise Financial Services	1600 S Main St Ste 290 Walnut Creek, CA 94596	92535xxxx0	dns***@a*.com
Vitucci & Associates	877 Ygnacio Valley Rd, Walnut Creek, CA 94596	92547xxxx0	a.e*@d****************.com	3	5
Woods Financial and Insurance Services	1355 Willow Way Walnut Creek, CA 94520	92524xxxx0	bru******@w********.com
Stephenson Co	1220 Diamond Way #260, Concord, CA 94520	92567xxxx0
John Keller - Ameriprise Financial Advisor	1333 California 630 C/O Mdfa, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Oom Jackson - Ameriprise Financial Services	100 Pringle Ave Ste 780 Walnut Creek, CA 94596	92548xxxx6	dns***@a*.com
Gemmer Asset Management	1655 N Main St STE 360, Walnut Creek, CA 94596	92593xxxx6	anm@g******.com
Novin Development	1990 N California Blvd #800, Walnut Creek, CA 94596	92534xxxx4	aal*******@n*************.com
Baird Wealth Management, LLC	26 La Vista Way, Danville, CA 94506	92585xxxx4		1	1
The Olin Financial Group	2033 N Main St #600, Walnut Creek, CA 94596	92574xxxx7	oli*************@w*******.com
Michael Tilles - Ameriprise Financial Advisor	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
East Bay Real Estate Investments	35 Quail Ct Suite 304, Walnut Creek, CA 94596	51034xxxx8	d.j@e****************.com
CAVU Wealth Advisors, LLC	1220 Oakland Blvd #200, Walnut Creek, CA 94596	92538xxxx2	hil*@c*******.com	5	1					140	8	205
U.S. Bank ATM - Oakland Swap Meet	5401 Coliseum Way, Oakland, CA 94601	80087xxxx7
Saylor Financial Services	1320 Willow Pass Rd Suite 600, Concord, CA 94520	88883xxxx6	gre@s************.com
Quality Wealth Management	2255 Contra Costa Blvd Ste 312, Pleasant Hill, CA 94523	92582xxxx3
Grant Private Wealth Management	1601 N Main St UNIT 204, Walnut Creek, CA 94596	92537xxxx0	gra@g*********.com									31
Lifetime Planning Advisors	1485 Treat Blvd Ste 202b, Walnut Creek, CA 94597	92593xxxx0	nha****@l*****.com
Potrey Investing	Walnut Creek, CA 94597	92539xxxx5	6c1***********************************@w***************.com
Garner Financial Management	3620 Happy Valley Rd Ste 103 Lafayette, CA 94549	92528xxxx0	amy@g*******.com
Nick Crane - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	91693xxxx3
Maclennan Investment Group, Inc.	PO Box 2564, Walnut Creek, CA 94595	92538xxxx8	dat***************@i**.de	5	3
Dorsey Capital Management	3650 Mt Diablo Blvd Ste 103 Lafayette, CA 94549	92529xxxx9
Jardee Worcester - Financial Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	41574xxxx7	dns***@a*.com							75		91
Fidelity Investments	2001 N Main St Walnut Creek, CA 94596	80054xxxx5	a61**@f*****.com			3.3	14
S&T Fraternity Management	1465 Civic Ct #610, Concord, CA 94520	92521xxxx2		1.5	31
Seasonal Strategy	1517 Fountain St, Alameda, CA 94501	41595xxxx1	bob@s***************.com
AssetMark	1655 Grant St 10TH FLOOR, Concord, CA 94520	80066xxxx5	aag**@a******.com	4	1					342		484
Crofton Capital Management	1615 Bonanza St UNIT 403, Walnut Creek, CA 94596	92593xxxx0	cra@c******.com
Bill Farber - Financial Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx5	aud***********@a*.com
HOA Organizers, Inc.	1990 N California Blvd Suite 20, Walnut Creek, CA 94596	83344xxxx4	ara**@h**********.com	4.8	32			4.7	65	1091	60	1200
Protected Investors of America	1550 Parkside Dr #260, Walnut Creek, CA 94596	92574xxxx2	ag@p*****************.com
IRA Resources, Inc. - IRAR	100 Pringle Ave Ste 650, Walnut Creek, CA 94596	88832xxxx4	aar@t***********.com					4.9	25	1733	3	1800
Schroeder Capital Management	3620 Happy Valley Rd Ste 203 Lafayette, CA 94549	92528xxxx3	cam*******@s**************.com
Retirement Wealth & Tax Advrs	3478 Buskirk Ave # 270, Pleasant Hill, CA 94523	92593xxxx0
David Bobrowsky, CFP	1990 N California Blvd 8th Ste 867 Walnut Creek, CA 94596	92532xxxx9	dbo*****@g***********.com			4.6	10
The Roda, Group	2217 5th St, Berkeley, CA 94710	51064xxxx0	ale****@r******.com
GKV Capital Management	1350 Treat Blvd UNIT 260, Walnut Creek, CA 94597	92562xxxx0	cbe***@g*******.com	5	1
Genworth Wealth	2300 Contra Costa Blvd, Pleasant Hill, CA 94523	92568xxxx8
IFC and Insurance Marketing, Inc.	102 El Dorado St Auburn, CA 95603	53088xxxx0	dav@i***.com			5	5
EM Capital Management	Moraga, CA 94556	92537xxxx0	bil******@e****************.com
Contra Costa Property Management	1647 Willow Pass Rd Suite 1, Concord, CA 94520	92533xxxx8	inf@c***********.com	5	14
Golden Bear Mortgage & Investment Co	1201 Solano Ave Ste 101, Albany, CA 94706	51052xxxx8
Chris Paganelli	500 Ygnacio Valley Rd, Ste 490, Walnut Creek, CA 94596	92574xxxx9	abb**@s***.com	5	1
Protected Investors Of America	2255 Contra Costa Blvd Pleasant Hill, CA 94523	92568xxxx3	ag@p*****************.com
Cameron Kossen - Ameriprise Financial Services	200 Pringle Ave Ste 550 Walnut Creek, CA 94596	92597xxxx0	cam***********@a*.com									85
RBC Wealth Management Branch - Walnut Creek	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92527xxxx0	wms********@r.com	5	3					12376		14000
Edward Jones - Financial Advisor: Ken Casper	555 1st St Ste 104 Benicia, CA 94510	70774xxxx3	a.j*******@e********.com	3.5	2	3	2					100
Walnut Creek Private Wealth Management - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	80043xxxx2	abc*****@u.com
EP Wealth Advisors	250 Lafayette Cir Ste 203 Lafayette, CA 94549	92528xxxx1	ab@e*******.com
First Republic Bank	680 Hartz Ave Danville, CA 94526	92582xxxx7	aa@f************.com	4.8	4	4.5	12
Dylan Blomgren- Edward Jones	1854 Tice Valley Blvd Walnut Creek, CA 94595	92593xxxx1	a.j*******@e********.com
Tucker, David	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx2
Edward Jones - Financial Advisor: Fred Steingraf	3685 Mt Diablo Blvd Ste 161 Lafayette, CA 94549	92529xxxx0	a.j*******@e********.com
American Income Life-Don Foti	4071 Port Chicago Hwy Ste 200, Concord, CA 94520	92582xxxx0	aab*****@a***.com							21647	2379	23000
Umpqua Bank	1900 Grant St, Concord, CA 94520	92534xxxx0	aar*******@u*******.com	4.2	9
Stifel	500 Ygnacio Valley Rd Ste 490, Walnut Creek, CA 94596	92574xxxx0	abb**@s***.com							4756		5200
Edward Jones - Financial Advisor: Christopher Lightner	490 Grand Ave Ste 100, Oakland, CA 94610	51066xxxx6
Maggie Ohearn - Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92594xxxx0	aar**********@r*********.com							17409		18000
Wallace Advisory Group	3658 Mt Diablo Blvd Ste 225 Lafayette, CA 94549	92528xxxx0	inf@w*************.com	5	3
JLL	1331 N California Blvd #350, Walnut Creek, CA 94596	92594xxxx0	ada*******@a.jll	3	2					167046		174000
Bay Area Wealth Management - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx9	acm*********@m**********.com
Sara Farner - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92593xxxx0	acc********@m**********.com
Northwestern Mutual	3021 Citrus Cir Ste 290, Walnut Creek, CA 94598	92593xxxx1	soc*@n***************.com							107325	16244	108000
U.S. Trust	100 Pringle Ave Ste 650, Walnut Creek, CA 94596	92565xxxx7	aar**********@u****.com
Savvy Properties	1615 Bonanza St Ste. 211, Walnut Creek, CA 94596	51084xxxx7	j-d@s************.com	2.7	7
Kelly F Crane Cfp CLU Cfa	2255 Contra Costa Blvd, Pleasant Hill, CA 94523	92582xxxx3
Assetmark Investment Services	2300 Contra Costa Blvd Ste 600 Pleasant Hill, CA 94523	92593xxxx7				1	4
RH Investments	1875 Olympic Blvd Ste 205 Walnut Creek, CA 94596	51084xxxx2	cha****@r**********.com			3	2
Professional Property Management - Pleasant Hill	1465 Civic Ct #620, Concord, CA 94520	92525xxxx6	ppm***@a.com
Edward Jones	1336 Park St Ste D, Alameda, CA 94501	51074xxxx3	a.j*******@e********.com							85136
James Carbonell - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx1	car*************@r.com
Scott Feher & Associates	1981 N Broadway # 320, Walnut Creek, CA 94596	92593xxxx1
TD Ameritrade	200 Pringle Ave, Walnut Creek, CA 94596	92583xxxx4	aam*********@t*********.com							646210	192	658000
Kimberly Beatty - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx5	dav*******@r.com
Janr Global Investments	1990 N California Blvd Walnut Creek, CA 94596	92593xxxx4
U.S. Bank ATM - Solano Public Market	1611 Solano Way, Concord, CA 94520	80087xxxx7	aar**********@u***.com							345246	5474	348000
J&J Human Capital Consulting Firm		92569xxxx3
York, Brandon	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx4
The Law Offices of William A. Massarweh	2950 Buskirk Ave Ste 300 Walnut Creek, CA 94597	92593xxxx6	bi@e******.com
John Voegelin Keller - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Bowhay Investments	1036 Country Club Dr Ste 206, Moraga, CA 94556	41550xxxx8	bow****************@w********.com
Tsakos Investments	15 Railroad Ave, Danville, CA 94526	92585xxxx1	joh*****@t*******.com
G.K.V. Capital Management Company, Inc.	1350 Treat Blvd Ste 260, Walnut Creek, CA 94597	92562xxxx0			4
Titan Real Estate Investments	32 Kensington Ct Alamo, CA 94507	92555xxxx5
Bay Street Capital Holdings	Palo Alto, CA 94301	65044xxxx4	axx*@b*********************.com
Edward Jones - Financial Advisor: Jane Watson	1430 Everett St Ste A, Alameda, CA 94501	51052xxxx1	a.j*******@e********.com	3	2							192
Alamo Capital	201 N Civic Dr Ste 180 Walnut Creek, CA 94596	92547xxxx0	aag****@a*********.com	4.1	14	3.8	9			949	24	974
Diablo Pacific Inc.	1547 Palos Verdes Mall, Walnut Creek, CA 94597	92597xxxx0	inf@d***********.com	4	3					582106		46
Aeris Properties Inc	2255 Contra Costa Blvd # 307, Pleasant Hill, CA 94523	92595xxxx6		3.5	30
James With - Ameriprise Financial Services	101 Gregory Ln Ste 36 Pleasant Hill, CA 94523	92535xxxx0	dns***@a*.com
Edward Jones - Financial Advisor: Kirk Cowan	2412 Central Ave, Alameda, CA 94501	51074xxxx3	a.j*******@e********.com							87631		100000
Edward Jones - Financial Advisor: James Bassett	3472 Camino Tassajara, Danville, CA 94506	92564xxxx0	a.j*******@e********.com							87384		100000
Principal Financial Group	500 Ygnacio Valley Rd Ste 270b Walnut Creek, CA 94596	92590xxxx2	a.s**@p******.com			1	2
Indigo Sky Partners, LLC	1990 N California Blvd 8th floor, Walnut Creek, CA 94596	41548xxxx4	mar*@i**************.com
The Social Equity Group	2550 9th St Ste 204A, Berkeley, CA 94710	51064xxxx4	dun*@s*********.com
Vitucci Integrated Planning	2890 N Main St Ste 201 Walnut Creek, CA 94597	92537xxxx0	can**@v************.com			5	3			103		111
Laurus Financial Group	1501 N Broadway suite 230, Walnut Creek, CA 94596	92525xxxx0	ami@l*********.org
PathWise	1211 Newell Ave Ste 130 Walnut Creek, CA 94596	92593xxxx7	are@p******.co			5	1
Litman Gregory Asset Management	1676 N California Blvd Ste 500, Walnut Creek, CA 94596	92525xxxx9	ama********************@l*.com
Common Development Management	1220 Diamond Way #130, Concord, CA 94520	92568xxxx2	boo*****@c***.net
Advisor Software	2175 N California Blvd Ste 400 Walnut Creek, CA 94596	92529xxxx2	adv*********@a************.com	4	4
Charles Schwab	1231 S California Blvd Walnut Creek, CA 94596	92597xxxx0	ask****@s***.com	3	21	3.2	19
Global Wealth Harbor	1255 Treat Blvd Ste 300 Walnut Creek, CA 94597	34792xxxx6	c18***************************@s***.wixpress			5	1
Stewart & Patten Co LLC	3675 Mount Diablo Blvd Suite 340, Lafayette, CA 94549	41542xxxx2	inf@s**************.com
Astound Property Management	785 Oak Grove Rd Ste 333, Concord, CA 94518	92585xxxx0	stu*@a**********************.com
United Capital Financial Advisors	1350 Treat Blvd Suite 340, Walnut Creek, CA 94597	41541xxxx0	car**@u****************.com
The Rothschild Group - Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx2	dns***@a*.com
Daniel Heenan - Ameriprise Financial Advisor	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Cynergy Financial	2255 Contra Costa Blvd Ste 312, Pleasant Hill, CA 94523	92567xxxx0
Arbor Wealth Management	2855 Mitchell Dr Ste 203 Walnut Creek, CA 94598	92594xxxx0	k.l@a********.com
Jennifer S Kwock-Lau - Private Wealth Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	92597xxxx0	der******@a*.com		188							71
Mission Wealth	1212 Broadway Plz Ste 2100 Walnut Creek, CA 94596	41541xxxx0	ach**@m**********.com
KGill Homes	760 Camino Ramon Ste 200, Danville, CA 94526	51043xxxx9
Sleepy Hollow Investment	2300 Contra Costa Blvd Ste 425 Pleasant Hill, CA 94523	92568xxxx0
Ruben Tarkhanyan-Private Client Advisor	1333 N California Blvd, Walnut Creek, CA 94596	92541xxxx1	aab**@b**********.com							40893	181	41000
Edward Jones - Financial Advisor: Umberto Leone, CFP®\|CAP®\|AAMS™	2485 Salvio St, Concord, CA 94520	92579xxxx6	a.j*******@e********.com	5	2					87602		100000
Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com							401	10	391
American Express	3508 Brighton Ave, Oakland, CA 94602	51084xxxx5	aar@a************.com
Edmund Pan - Financial Advisor, Ameriprise Financial Services	2033 N Main St Ste 363, Walnut Creek, CA 94596	92548xxxx6	dns***@a*.com
BPGE Capital Management LLC	100 Pringle Ave, Walnut Creek, CA 94596	92597xxxx8	Inf@b*********.com
Sampson Investment Management	171 Front St Ste 100 Danville, CA 94526	92574xxxx9	pat**@s***************.com			4	2
Melanie Siemon - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
True Wealth Advisory Group	1600 S Main St UNIT 202, Walnut Creek, CA 94596	92593xxxx6	inf@t***************.com
Trexel & Associates	1801 Olympic Blvd Ste 230 Walnut Creek, CA 94596	92528xxxx0
Olympia Wealth Management	3466 Mt Diablo Blvd C-207 Lafayette, CA 94549	92593xxxx1
Edward Jones - Financial Advisor: Sam S Parwiz	1981 N Broadway Ste 410 Walnut Creek, CA 94596	92593xxxx3	a.j*******@e********.com
Northwestern Mutual - Frederic Marschner	100 Pringle Ave, Walnut Creek, CA 94596	92529xxxx4	fre**********@n.com
Quality Wealth Management	2255 Contra Costa Blvd Pleasant Hill, CA 94523
Ameriprise Financial Advisors	5356 Clayton Rd Ste 211 Concord, CA 94521	92568xxxx3	ame***************@e.ameriprise							132679		134000
ETP Wealth Management	2950 Buskirk Ave #300, Walnut Creek, CA 94597	92593xxxx6
Edward Jones - Financial Advisor: Lawrence R Kolka, CFP®\|AAMS™	1801 N California Blvd Ste 107, Walnut Creek, CA 94596	92547xxxx2	a.j*******@e********.com									96	5	1
Bamboo Investment Management	25A Crescent Dr #1511, Pleasant Hill, CA 94523	40864xxxx6		5	4
Ameriprise Financial Advisors	1990 N California Blvd Ste 830 Walnut Creek, CA 94596	92583xxxx3
Boardwalk Investment Group Inc	317 Lennon Ln, Walnut Creek, CA 94598	92593xxxx8	bi@b************.com	1.7	6
Pacific Precious Metals	1330 Broadway Ave N Suite E Walnut Creek, CA 94596	92554xxxx6	inf@p*******************.com	5	8	4.7	13
Waddell & Reed Concord	1390 Willow Pass Rd., Suite 470, Concord, CA 94520	92568xxxx0	6d3***********************************@w***************.com
Umpqua Bank	3700 Lone Tree Way, Antioch, CA 94509	92552xxxx7	aam*******@u*******.com	4.6	5			3.9	1189	50653	669	49000
Gateway Financial Advisors, Inc. Walnut Creek Branch	1801 N California Blvd UNIT 106, Walnut Creek, CA 94596	92535xxxx2	apr**@g***********.com							381		413
Harper Capital Management LLC	2950 Buskirk Ave Ste 300, Walnut Creek, CA 94597	41525xxxx7	159***********************************@w***************.com
The ACE Fiduciary Group	101 Gregory Ln STE 51, Pleasant Hill, CA 94523	92590xxxx2	lor@a*********.com
Gary Berg and Associates - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com							35		36
Sierra Investment Partners	101 Ygnacio Valley Rd Ste 300 Walnut Creek, CA 94596	92594xxxx0	btr***@s******.com
Scott Esco - Ameriprise Financial Advisor	1255 Treat Blvd Ste 220 Walnut Creek, CA 94597		cas***********@a*.com			5	1
Lovell Wealth Management	1990 N California Blvd # 830, Walnut Creek, CA 94596	92593xxxx2	a@l*********************.com									26
National Investing Advisors, LLC	1800 Sutter St Ste 500, Concord, CA 94520	92524xxxx4
Westview Properties	1826 Clement Ave, Alameda, CA 94501	51067xxxx0		5	1
Paolo Coronel Financial Services	101 Gregory Ln Ste 36 Pleasant Hill, CA 94523
TIAA Financial Services	1255 Treat Blvd Suite 300, Off 319, 320, 322, 386, 387 Walnut Creek, CA 94597		acc****************@t*.org							90938	529	91000
TD Ameritrade	1231 S California Blvd Walnut Creek, CA 94596	80028xxxx0	api@t***********.com	3.3	7	2.3	18			646199	192	658000
Paul Di Leo	Oakland, CA 94611					5	5
PMI Contra Costa	39 Quail Ct # 102, Walnut Creek, CA 94596	92522xxxx1	inf@p************.com	4.6	77			4.9	73	1523	26	1500
Robert Dawson - LPL Financial	2940 Camino Diablo Ste 225 Walnut Creek, CA 94597	92567xxxx0
Northwestern Mutual Financial Network	100 Pringle Ave Ste 505 Walnut Creek, CA 94596	92529xxxx3	aar********@n*.com			1	1			107320	16243	108000
Executive Wealth Strategies	156 Diablo Rd Ste 320 Danville, CA 94526	92526xxxx5	inf@e***************.com	5	1	5	3
Mercer Partners Wealth Management	1243 Alpine Rd #219, Walnut Creek, CA 94596	92593xxxx0
The Kotarba Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx6	abc*****@u.com
Lumen Investment Group LLC		62823xxxx6	lum**********************@p*******.is
Meyers, Bruce	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx0
Palisade Financial	4801 Harbord Dr Oakland, CA 94618	41520xxxx9	dav@p**************.com			5	6
Doolittle & Ganos Investment Counsel	1676 N California Blvd Walnut Creek, CA 94596	92528xxxx0
Gregory Associates	304 Crestview Ave Martinez, CA 94553	92537xxxx1
Summit Brokerage Services Inc	3478 Buskirk Ave #245, Pleasant Hill, CA 94523	92597xxxx3
GS Financial Services	Concord, CA 94520	92576xxxx5				5	1
Austin Cahill - Mutual Of Omaha	1390 Willow Pass Rd, Ste 1040, Concord, CA 94520
Edward Jones	1981 N Broadway, Walnut Creek, CA 94596	92593xxxx3	a.j*******@e********.com
Sfg Tech Center Investors	2000 Clayton Rd, Concord, CA 94520	92584xxxx6
Robert F. Carmichael - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	wms********@r.com							14640		16000
Paulson Investment Company, LLC	1255 Treat Blvd # 300, Walnut Creek, CA 94597	50324xxxx0	aca******@p**************.com
Randi Bednarczyk - Diamond Oak Wealth Partners	1840 San Miguel Dr Ste 202 Walnut Creek, CA 94596	92547xxxx4	ran***********@d*************.com			5	3
Rodvien, Jeffrey	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx5	joh******@c.rbcwealthmanagement							14640		16000
Henry Alpha	Concord, CA 94521	41529xxxx7
Semloh Financial Inc	15 Altarinda Rd, Orinda, CA 94563	92525xxxx0
Braddock Family Office	1350 Treat Blvd, Walnut Creek, CA 94597	92532xxxx0	rsc****@b*******.com
Lobdell & Lane Wealth Management	831 E 2nd St Ste 202 Benicia, CA 94510	70774xxxx9	sim*@l***********.com	5	2	5	1
Wealthcare Consulting	1990 N California Blvd Ste 800, Walnut Creek, CA 94596	92594xxxx5
AssetMark	1655 Grant St, Concord, CA 94520	80082xxxx7	aag**@a******.com
The Du Borg Group at RBC	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com	5	1
PTLA Real Estate Group	2520 Camino Diablo, Walnut Creek, CA 94597	92593xxxx0	d@p******.com	2	5
Encompass Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx4	abc*****@u.com
Westhoff Cone & Holmstedt	500 Ygnacio Valley Rd Ste 380 Walnut Creek, CA 94596	92547xxxx0
Stephenson Co
David Shackelford - Ameriprise Financial Services	100 Pringle Ave Ste 420 Walnut Creek, CA 94596	92598xxxx8	dav**************@a*.com							77		78
Edward Comar - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Elmwood Wealth Management Inc	2027 4th St, Berkeley, CA 94710	51085xxxx3	bob@e************.com
EN Richmond Trust	1331 Danville Blvd Alamo, CA 94507	92583xxxx0
Markey Michael L Cfp	1655 N Main St Ste 270 Walnut Creek, CA 94596	92593xxxx4
The Tucker Crane Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx2	joh******@c.rbcwealthmanagement
Merrill Investment & Retirement Financial Center	2020 Willow Pass Rd, Concord, CA 94520	92556xxxx1	dom***************@b**********.com
The Meyers Investment Team	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92594xxxx0
Edward Jones - Financial Advisor: Leiyi Gao	1485 Treat Blvd Ste 202a Walnut Creek, CA 94597	92590xxxx5	a.j*******@e********.com
Protected Investors of America	1550 Parkside Dr Ste 100, Walnut Creek, CA 94596	92574xxxx2	afa**@p***************.com
Esco, Hanan, and Associates - Ameriprise Financial Services	1255 Treat Blvd Ste 220 Walnut Creek, CA 94597	92527xxxx0	cas***********@a*.com							277		283
Beau Eckstein	Walnut Creek, CA 94596	92585xxxx1
Robert Dawson - LPL Financial.	2910 Camino Diablo # 110, Walnut Creek, CA 94597	92567xxxx0	rob*@d******.com
Fidelity Investments	2001 North Main Street, Suite 100, Walnut Creek, CA 94596	80054xxxx5	a61**@f*****.com	3.4	14
Crane, Nick	1331 N California Blvd, Walnut Creek, CA 94596	91693xxxx3
Ameriprise Financial Advisors	101 Gregory Ln Ste 36 Pleasant Hill, CA 94523	92535xxxx0	ame***************@e.ameriprise
Ryder Brose, MFP RFC	1320 Mt Diablo Blvd Ste 200 Walnut Creek, CA 94596					5	1
Riky Hanan - Ameriprise Financial Services	1255 Treat Blvd Ste 220 Walnut Creek, CA 94597	92527xxxx0	dns***@a*.com							277		283
Spence, Chris	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx5	joh******@c.rbcwealthmanagement
Protected Investors of America	2255 Contra Costa Blvd Ste 207, Pleasant Hill, CA	92568xxxx3
Edward Jones - Financial Advisor: John L Fuller	608 Las Juntas St Martinez, CA 94553	92537xxxx4	a.j*******@e********.com	5	1	3	2
Destination Wealth Management	1255 Treat Blvd, Walnut Creek, CA 94597	80094xxxx4	ale*@d**********.com	4.5	2					80		92
EP Wealth Advisors	3738 Mt Diablo Blvd Ste 201 Lafayette, CA 94549	92529xxxx8	ab@e*******.com
Edward Jones - Financial Advisor: Yvonne I Ceresa	1350 Arnold Dr Ste 100 Martinez, CA 94553	92533xxxx2	a.j*******@e********.com									153
Srebrow Investment Resources	Serving theConcord Area	92531xxxx0
Edward Jones - Financial Advisor: Amy M Wasser	367 Civic Dr Ste 8 Pleasant Hill, CA 94523	92579xxxx7	a.j*******@e********.com
Omo Investments	918 Mountain View Dr Lafayette, CA 94549	92528xxxx5
Morgan Stanley Wealth Management	1333 N California Blvd, Walnut Creek, CA 94596	92593xxxx0	acm*********@m**********.com
Vitucci Integrated Planning	2890 N Main St #201, Walnut Creek, CA 94596	92537xxxx0	coa*@v**********************.com	4	4
Park West Asset Management LLC	900 Larkspur Landing Cir Suite 165, Larkspur, CA 94939	41552xxxx0	gla@p********.com
The Baldwin Fraser Group - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx5	acc********@m**********.com
Rubicon Mortgage Fund	3575 Mt Diablo Blvd Ste 215 Lafayette, CA 94549	92528xxxx9	mar****@r********.net	5	15	5	1
Ian McGee - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com			5	2
Edward Jones - Financial Advisor: Matthew M Tekeste	2413 Webb Ave Ste D, Alameda, CA 94501	51052xxxx6	a.j*******@e********.com							87384		100000
GBA Wealth Group	1390 Willow Pass Rd #900, Concord, CA 94520	92594xxxx4	inf@g************.com
Edward Vela, Financial Consultant	1655 North Main St US Bancorp Investments, Inc. Walnut Creek, CA 94596	92592xxxx6	aar**********@u***.com
Edelman Financial Engines	370 Diablo Rd Ste 201 Danville, CA 94526	83375xxxx3	aar*****@e********************.com			5	2			18746	20	20000
Edward Jones - Financial Advisor: Lucas Barberio	2485 Salvio St, Concord, CA 94520	92579xxxx6
The Meniktas Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx5	abc*****@u.com
Lynn Opp - Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92594xxxx0	lyn***@r*********.com
O'Donnell Financial Group	1535 N Main St # 200, Walnut Creek, CA 94596	86649xxxx0	bet@o*******.com	3	2					195	4	208
Summit Brokerage Svc	3478 Buskirk Ave Ste 140 Pleasant Hill, CA 94523	92597xxxx0
Porfido Michael A Cfp	540 Lennon Ln Walnut Creek, CA 94598
Tatia Mac Kinnon - Ameriprise Financial Services	100 Pringle Ave Ste 420 Walnut Creek, CA 94596	92547xxxx0	aud***********@a*.com							41	9	70
OMNI Community Management, LLC - Concord	1390 Willow Pass Rd #230, Concord, CA 94520	92528xxxx0	acc*****@o************.com	2.3	7					439		464
Andron Capital Management	3650 Mt Diablo Blvd Ste 103 Lafayette, CA 94549	92528xxxx9
Cerity Partners	3595 Mount Diablo Blvd STE 300, Lafayette, CA 94549	41567xxxx0	aba**@c***********.com
Scott Gailey And Associates	1333 N California Blvd Ste 603 Ameriprise Financial Advisors Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Ameriprise Financial Advisors - Comar & Associates	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0
Eagle Canyon Management	2300 Contra Costa Blvd, Pleasant Hill, CA 94523	92568xxxx0	hfu**@e******************.com	5	1
Rockefeller Capital Management	1850 Mt Diablo Blvd Suite 300, Walnut Creek, CA 94596		abc**@r***.com
Marin Wealth Advisors	2121 N California Blvd Ste 290 Walnut Creek, CA 94596	80075xxxx8	inf@m*****************.com
Paramount Capital Corporation	1449 Creekside Dr, Walnut Creek, CA 94596	41530xxxx5	jjo@p*******************.com
The VC / PE Team - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx7	acc********@m**********.com
Kevin Olison - Owner of Olison & Company - Financial Planning & Wealth Management	111 Deerwood Rd STE 200, San Ramon, CA 94583	92585xxxx0	ser**@f****************.com	5	2							17
Attain Wealth Protection, Inc.	1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596	20927xxxx0	inf@a********************.com	5	3
The Terraces	2300 Contra Costa Blvd Ste 200, Pleasant Hill, CA 94523	92568xxxx0	ada@s**********.net
Sabrina Julian Investment Services	1390 Willow Pass Rd Ste 900 Concord, CA 94520	92546xxxx0	sab**@s**********.com			5	2
Edward Jones - Financial Advisor: Sunny Sharma	2950 Buskirk Ave Ste 195, Walnut Creek, CA 94597	92590xxxx5
Billy Guan, Real Estate and Financial Professional	Walnut Creek, CA 94596	53034xxxx4	ali**@r******.com			5	4
Itineris Financial Advisors	1990 N California Blvd #302, Walnut Creek, CA 94596	92546xxxx7
Wada Capital Management	11100 San Pablo Ave, El Cerrito, CA 94530	51023xxxx0	inf@w*********.com
Morgan Stanley	21 Woodside Dr, Moraga, CA 94556	51064xxxx0	aal*****@m**********.com							113322	3096	131000
Carrano Financial Services	Concord, CA 94521	92545xxxx5
MassMutual Northern California - MassMutual Financial Agency	3003 Oak Rd Ste 250 Walnut Creek, CA 94597	92597xxxx0	aah***@m*******.com	5	1	3.8	6
Mike Isola-RBC Wealth Management Financial Advisor	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx3
Mosher Financial Advisors	3658 Mt Diablo Blvd Ste 210 Lafayette, CA 94549	92528xxxx0	inf@m************.com			5	2
Merrill Lynch Wealth Management	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx0	ali************@m.com	5	1
David Bobrowsky, Certified Financial Planner	1990 N California Blvd 8th floor Suite # 867, Walnut Creek, CA 94596	92532xxxx9	dbo*****@g***********.com
Kevin Kennedy	1516 Oak St Ste 101, Alameda, CA 94501	51074xxxx8	ji@k************.com							58	2	61
Fiduciary Financial Group	1299 Newell Hill Pl Ste 303 Walnut Creek, CA 94596	41571xxxx1	adm@f******.com			3	2
East Bay Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx7	dav*******@r.com
John Voegelin Keller - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Homesmart Optima Realty	1465 Civic Ct, Concord, CA 94520	92535xxxx7	jul@j*************.com
Pensionalysis, Inc.	522 San Anselmo Ave San Anselmo, CA 94960	41545xxxx4	chi@p***********.com			1	1
TIAA Financial Services	1676 N California Blvd Ste 119, Walnut Creek, CA 94596	88835xxxx6	acc****************@t*.org							90944	533	91000	5	1
Wallace Brohaugh - Ameriprise Financial Advisor	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Benjamin Martin Bloom	Lafayette, CA 94549	87790xxxx0	ben@b*************.com			5	2
Napa Valley Wealth Management	1981 N Broadway Ste 225, Walnut Creek, CA 94596	92582xxxx3
Paulson Investment Company, LLC	1255 Treat Blvd Ste 300, Walnut Creek, CA		aca******@p**************.com
Fareed Tawasha REALTOR®️ - Tawasha Realty	1255 Treat Blvd suite 300, Walnut Creek, CA 94597	92587xxxx1	far*@f**********.com	5	22			4.3	14	272		354
Association of Insurance & Financial Advisors	Lafayette, CA 94549	92528xxxx0
Flagstar Bank	1990 N California Blvd, Walnut Creek, CA 94596	92546xxxx0	aar******@f*****.com
Mark Krauth - Ameriprise Financial Services	100 Pringle Ave Ste 420 Walnut Creek, CA 94596	92598xxxx9	aud***********@a*.com
Lewis Asset Management	3559 Mt Diablo Blvd Ste 202 Lafayette, CA 94549	92528xxxx3	ant**@l****.com
Millionaire Marketing Machine	5636 Bancroft Ave Apt 108, Oakland, CA 94605	51023xxxx8
Desmond Wealth Management	1850 Mt Diablo Blvd, Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com							80	7	78
Scott Gailey - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com			5	1
Gary Berg - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com							35		36
Babylon Wealth Management	1501 N Broadway Suite 204, Walnut Creek, CA 94596	92544xxxx0	sto*@b**********.com	5	4					173		174
Morgan Stanley	1333 N California Blvd Ste 133 Walnut Creek, CA 94596	92593xxxx0				1.8	13
Joskowicz Neil D Ea Cfp	2033 N Main St Ste 750 Walnut Creek, CA 94596	92574xxxx0
Norm Bahramipour - Ameriprise Financial Services	100 Pringle Ave Ste 420 Walnut Creek, CA 94596	92593xxxx0	dns***@a*.com
Peggy S. Cabaniss, Cfp	3685 Mt Diablo Blvd Ste 200 HC Financial Advisors, Inc. Lafayette, CA 94549	92529xxxx0	aby*@h********.com
Conversant Wealth Management	500 La Gonda Way Ste 205 Danville, CA 94526	92543xxxx0	inf@c**************.com			5	8
Foundation Investment Group	3466 Mount Diablo Blvd suite c-201, Lafayette, CA 94549	92529xxxx0	a@f********.us	1	1
Diversified Investment Advisors	1990 N California Blvd Ste 700 Walnut Creek, CA 94596	92593xxxx1
Daniel Sanom	200 Pringle Ave Ste 550 Walnut Creek, CA 94596	92597xxxx0	dan*********@a*.com			5	1
Norm Bahramipour - Financial Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx4	dns***@a*.com
Mureleen Benton - Financial Services	5356 Clayton Rd Ste 211 Concord, CA 94521	92568xxxx3	dns***@a*.com
Archvest Wealth Advisors	1390 Willow Pass Rd # 930, Concord, CA 94520	92521xxxx0	bri@a*******.com
Scott Danilson - Financial Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	92597xxxx0	dns***@a*.com
IRA Resources	100 Pringle Ave Ste 650 Walnut Creek, CA 94596	88832xxxx4	adm@i*********.com	4	9	3.6	14
Boltwood Capital Management	100 Pringle Ave #770, Walnut Creek, CA 94596	41543xxxx0	ddb***********************************@w***************.com
Foci Wealth Management - Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	41574xxxx0	dns***@a*.com							75		91
Hunt Wealth Management	1001 Galaxy Way Suite 203, Concord, CA 94520	92527xxxx3	dav*****@h*****************.com
Bob Jersin, CFA, CPA, MBA -Jersin Financial Services	931 Hartz Way Ste 120 Danville, CA 94526	92572xxxx0	bob@j**************.com			5	1
James Sugay - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx8	joh******@c.rbcwealthmanagement							14640		16000
Berla Investment Consulting	35 Quail Ct Ste 100 Walnut Creek, CA 94596	92594xxxx6	cor@b*****.com
Billy Scott - UCES Protection Plan	Pittsburg, CA 94565	91669xxxx3				1	1
Pring Turner Investment Management	1600 S Main St Ste 375 Walnut Creek, CA 94596	92528xxxx7	inf@p*********.com							15		20
Stephenson Company	1220 Diamond Way Ste 260, Concord, CA	92567xxxx0
D Jones Realty & Investments	Brentwood, CA 94513	92581xxxx1
Mutual of America Regional Office San Francisco, CA	1646 N California Blvd # 680, Walnut Creek, CA 94596		aar@m************.com	1.9	16					29273		29000
Transformational Investing	2819 Regatta Dr, Oakland, CA 94601	51069xxxx1
Cardoza Properties Inc	101 Ellinwood Dr, Pleasant Hill, CA 94523	92569xxxx0	chr*******@c*******.com	2.7	24
Ameriprise Financial Advisors	2233 Olympic Blvd Walnut Creek, CA 94595	92595xxxx1
Oak Wealth Management, LLC	2890 N Main St #306, Walnut Creek, CA 94597	92535xxxx0
Bna Investment	76 Galleon Way Pittsburg, CA 94565	92526xxxx1
Bill Farber - Ameriprise Financial Services	100 Pringle Ave Ste 420 Walnut Creek, CA 94596	92593xxxx0	aud***********@a*.com
Arbor Wealth Management	2700 Ygnacio Valley Rd, Walnut Creek, CA 94598	92594xxxx0	k.l@a********.com
Ameriprise Financial Advisors	1333 N California Blvd Ste 200 Walnut Creek, CA 94596	92547xxxx0				1	2
Consilium Wealth Management	500 La Gonda Way Suite 210, Danville, CA 94526	92536xxxx7	con**********@c***********.com	5	1
Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com							401	10	391
Asset Allocation Advisors	1850 Mt Diablo Blvd Ste 335 Walnut Creek, CA 94596	92594xxxx0	82c***********************************@w***************.com
Bridget Kafouros - Financial Services	2233 Olympic Blvd Walnut Creek, CA 94595	92595xxxx0	dns***@a*.com
Umpqua Bank	3417 Broadway St Ste J2, American Canyon, CA 94503	70764xxxx9	aam*******@u*******.com					3.9	1189	50653	668	49000
Brandon York - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx4
Merrill Investment & Retirement Financial Center	1053 Sunvalley Blvd, Concord, CA 94520	92556xxxx0	dom***************@b**********.com
Agile Fund Solutions	101 Clfornia Blvd, Walnut Creek, CA 94596	41527xxxx8	abb@a****.com
Sensiba	5960 Inglewood Dr Ste 201 Pleasanton, CA 94588	92527xxxx0	aar@s***.com			1.7	7			462	51	476
JAG Financial Management Group - Ameriprise Financial Services	101 Gregory Ln Ste 42, Pleasant Hill, CA 94523	92597xxxx0	dns***@a*.com
City National Bank	2001 N Main St Ste 120, Walnut Creek, CA 94596	92527xxxx0	aba*****@n*****.cnb	3.1	7					5371	151	5900
Stokley Properties	2300 Contra Costa Blvd #110, Pleasant Hill, CA 94523	92565xxxx5	adr********@s**************.net	4.4	155			4.8	25	576	13	606
Tsm Investment	33 Danville Oak Pl Danville, CA 94526	92583xxxx9
First Republic Bank - Temp. CLOSED	224 Brookwood Rd Orinda, CA 94563	92525xxxx3	aa@f************.com	3.7	6	4.1	18
Grant Private Wealth Management Inc.	1601 N Main St Ste 204 Walnut Creek, CA 94596	92537xxxx0	gra@g*********.com			5	3					33
Litman Gregory Asset Management	1676 N California Blvd #200, Walnut Creek, CA 94596	92525xxxx9	ama********************@l*.com
Sarah Tolson, Girls Just Gotta Have Funds	4115 Blackhawk Plaza Cir Ste 100, Danville, CA 94506	92573xxxx4
Suzanne Krasna	1990 North California Blvd Ste 800 Krasna Financial Group Walnut Creek, CA 94596	92593xxxx2				1	1
Capital Advantage, Inc.	1855 Olympic Blvd STE 300, Walnut Creek, CA 94596	92529xxxx0	adm@c*************.com	5	2					56		65
The Koda Investment Group	5906 Alameda Ave, Richmond, CA 94804	51077xxxx9
Aprio LLP	201 N Civic Dr #220, Walnut Creek, CA 94596	92521xxxx0	a-b***@a**.com							1385	167	1500
Regan Financial Group	145 Town And Country Dr Ste 101, Danville, CA 94526	92582xxxx0	rob@r******************.com
Ameriprise Financial Advisors	5 Corte Del Rey Orinda, CA 94563	88893xxxx6
Creative Consulting	1650 Detroit Ave Ste 202 Concord, CA 94520	92543xxxx1
Kaha Chkheidze - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com							86	4	86
Alexander Esco - Financial Advisor, Ameriprise Financial Services	1277 Treat Blvd Ste 660, Walnut Creek, CA 94597	92527xxxx0	ale*********@a*.com									253
Northwestern Mutual Life Insurance	100 Pringle Ave, Walnut Creek, CA 94596	92594xxxx5	a.-*********@n***************.com							107320	16243	108000
Fit Inc	2673 77th Ave, Oakland, CA 94605	51063xxxx1
Scott Danilson - Ameriprise Financial Services	200 Pringle Ave Ste 550 Walnut Creek, CA 94596	92597xxxx0	dns***@a*.com
Insignia Capital Group LP	1333 N California Blvd #520, Walnut Creek, CA 94596	92539xxxx0	ake**@i********.com
Desmond Wealth Management, Inc.	1850 Mt Diablo Blvd Ste 630, Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com
JW Harrison Financial - Lodestar	1655 N Main St Ste 390 Walnut Creek, CA 94596	92583xxxx4	bry@j*******.com			5	9
Blumberg Daniel A Alpha Venture	101 Ygnacio Valley Rd Ste 330 Walnut Creek, CA 94596	92594xxxx8
Accuvest Global Advisors	3100 Oak Rd, Walnut Creek, CA 94597	92593xxxx2	acc***@a*****.com
Andreason Elisabeth, CFP, CAP	1333 N California Blvd Ste 133 Morgan Stanley Walnut Creek, CA 94596	92593xxxx9	int********@m**********.com			5	6
Ascension Wealth Partners	391 Taylor Blvd, Pleasant Hill, CA 94523	92579xxxx0	jsm*@a********.com
EP Wealth Advisors	1333 N California Blvd Suite 100, Walnut Creek, CA 94596	92525xxxx2	ab@e*******.com
Bizzack Wealth Advisory Group - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	ann*********@a*.com
Shone Asset Management	190 N Wiget Ln Walnut Creek, CA 94598	92592xxxx2
Walker & Dunlop	1277 Treat Blvd Suite 925, Walnut Creek, CA 94597	92594xxxx0	aah**@w*********.com							8102	13	8400
Woodbury Financial Services Inc	2000 Crow Canyon Pl Ste 185, San Ramon, CA 94583	92598xxxx0
JW Harrison Financial Advisors	1655 N Main St Ste 390, Walnut Creek, CA 94596	92527xxxx1
Kensington Capitol Advisors	1855 San Miguel Dr Ste 6 Walnut Creek, CA 94596	92598xxxx3
Thomas Bittner	100 Pringle Ave Ste 505 Northwetern Mutual Financial Network Walnut Creek, CA 94596	92529xxxx3	ab@n***.com
Edward Jones - Financial Advisor: Dave Parker	413 Sycamore Valley Rd W, Danville, CA 94526	92583xxxx0	a.j*******@e********.com
Athena Investment Management	Serving theConcord Area	62644xxxx1
Aspire Capital Management	1990 N California Blvd, Walnut Creek, CA 94596	92593xxxx3	bet@a************.com
Joshua Wilson - Ameriprise Financial Services	1990 N California Blvd Ste 830 Walnut Creek, CA 94596	92593xxxx0	dns***@a*.com
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Guneet Bains-Ajmani-Private Client Advisor	1333 N California Blvd, Walnut Creek, CA 94596	92546xxxx0	aab**@b**********.com							40893	181	41000
Gifford Fong Associates	3658 Mt Diablo Blvd Ste 200 Lafayette, CA 94549	92529xxxx0	chr****@g**.com	2.3	3
Jeffrey R. Gall	1350 Treat Blvd #390, Walnut Creek, CA 94597	92593xxxx2
Beatty, Kimberly	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx5	dav*******@r.com
RBC Wealth Management	1990 N California Blvd, Walnut Creek, CA 94596	92527xxxx0	rbc*******@r.com
Yoder Wealth Management	2033 N Main St #1060, Walnut Creek, CA 94596	92569xxxx0	ana@y*****.com
Kirsten Tangeman - Tangeman Wealth Management	Walnut Creek, CA 94597
Wells Fargo Advisors	2033 N Main St #800, Walnut Creek, CA 94596	92574xxxx1	a.b@w*****************.com
Nicole Simoni - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Centaurus Financial	1981 N Broadway Ste 320 Walnut Creek, CA 94596	92589xxxx1
SK Investment Advisors Inc	3800 Blackhawk Rd Ste 100, Danville, CA 94506	92564xxxx0	cha**@c**.com							121	7	121
Magnus Du Borg-RBC Wealth Management Financial Advisor	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com
Patricia Tanner & Assoc	1350 Treat Blvd Ste 250, Walnut Creek, CA 94597	92593xxxx6
Batkhuu Batjargal-Financial Advisor	2507 Somersville Rd, Antioch, CA 94509	41540xxxx4	aab**@b**********.com							40893	181	41000
AYA Wealth	1390 Willow Pass Rd #900, Concord, CA 94520	80030xxxx4
Bishop Fiduciary Services, Ltd.	1399 Ygnacio Valley Rd #25, Walnut Creek, CA 94598	92595xxxx9	kar@b************.com	1	1
James S. Lin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx3	jam****@r.com							14640		16000
Edward Jones - Financial Advisor: Kimber Smith	5140 Business Center Dr Ste 100, Fairfield, CA 94534	70786xxxx6	a.j*******@e********.com							13		51
Theodore Simos - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx6	dav*******@r.com
Capital Management Advisors Group	2033 N Main St, Walnut Creek, CA 94596	92593xxxx0	inf@a*************.com									52
Chris Spence - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx5
McNamara Tim Cfp	201 N Civic Dr Walnut Creek, CA 94596	92593xxxx9
Edward Jones - Financial Advisor: Fred Steingraf	1854 Tice Valley Blvd Walnut Creek, CA 94595	92593xxxx1	a.j*******@e********.com
Michael S Ball - Ameriprise Financial Services	1255 Treat Blvd Ste 220 Walnut Creek, CA 94597	92527xxxx0	dns***@a*.com
Continental Investment Management Co.	518 Sally Ride Dr, Concord, CA 94520	92568xxxx5
Rutherford Management Company	1777 Botelho Dr #250, Walnut Creek, CA 94596	92530xxxx9	efr****@r*************.com	1.4	10							27
Edward Jones - Financial Advisor: Puja Markus, Aams®	3021 Citrus Cir Ste 275, Walnut Creek, CA 94598	92593xxxx9	a.j*******@e********.com	5	3
Dombrowski Wealth Management	1630 N Main St #415 (Mailing Address Only) - Branch Office: 3731 Sunset Ln, #100, Antioch CA 94509; 925.706.1040, Walnut Creek, CA 94596	51032xxxx6
The Ace Fiduciary Group	101 Gregory Ln, Pleasant Hill, CA 94523	87790xxxx2
Aspire Planning Associates	1990 N California Blvd Fl 8 Walnut Creek, CA 94596	92593xxxx3	bet@a************.com			5	8					52
Proxy Freedom	877 Ygnacio Valley Rd Suite 220, Walnut Creek, CA 94596	92547xxxx0	bry@p**********.com									71
Wentner Financial	1308 Still Creek Pl, Danville, CA 94506	92583xxxx2
James Agrusa - Ameriprise Financial Services	101 Gregory Ln Ste 42 Pleasant Hill, CA 94523	92535xxxx7	dns***@a*.com
Broker Dealer Services	2855 Mitchell Dr Ste 201 Walnut Creek, CA 94598	92593xxxx6
Thomas Bittner - Northwestern Mutual Financial Network	100 Pringle Ave Ste 505 Walnut Creek, CA 94596	92529xxxx3	ab@n***.com
Zachary Persin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx4	dav*******@r.com
Edward Jones	4767 Mangels Blvd, Fairfield, CA 94534	70786xxxx6	a.j*******@e********.com							87601		100000
AssetMark Trust Company	Concord, CA 94520	80066xxxx5	aag**@a******.com							341		483
Simos, Theodore	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx6	dav*******@r.com
Matthew Forrey - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx0	car*************@r.com
Noroian Capital Management	3685 Mt Diablo Blvd Ste 353 Lafayette, CA 94549	92529xxxx0	977***********************************@w***************.com
Protected Investors Of America	1766 Bonanza St, Walnut Creek, CA 94596	92593xxxx6	afa**@p***************.com
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	48
Edmund Pan - Ameriprise Financial Services	100 Pringle Ave Ste 780 Walnut Creek, CA 94596	92548xxxx6	dns***@a*.com
Capital Advantage	1855 Olympic Blvd Ste 300 Walnut Creek, CA 94596	92529xxxx0	adm@c*************.com	5	2	5	9
Quin Oaks Investment Group	25 Orinda Way, Orinda, CA 94563	92588xxxx4	jus*@q*****.com
First Republic Bank	1656 N California Blvd Walnut Creek, CA 94596	92595xxxx8	aa@f************.com	3.7	3	3	3
Advisor Partners	2185 N California Blvd, Walnut Creek, CA 94596	41547xxxx7	ama****@a************.com
Minjoo Lee, CPA	2950 Merced Street Suite 102D San Leandro, CA 94577	41525xxxx1				5	2
Edward Jones - Financial Advisor: Lawrence R Kolka	1801 N California Blvd Ste 107 Walnut Creek, CA 94596	92547xxxx2	acc********@e********.com	5	2	5	4
Becker Financial Group	1990 N California Blvd # 1050, Walnut Creek, CA 94596	92594xxxx0		4.2	5
Ray Villanueva	1333 N California Blvd Ste 695 Walnut Creek, CA 94596	86663xxxx0	asc***@p*******.com			5	1					196
Kurt King - Ameriprise Financial Services	100 Pringle Ave Ste 420 Walnut Creek, CA 94596	92593xxxx0	aud***********@a*.com							144		148
Pring Turner Investment Management - Financial Advisors	1600 S Main St Suite #375, Walnut Creek, CA 94596	92528xxxx7	inf@p*********.com
Allworth Financial	1676 N California Blvd UNIT 410, Walnut Creek, CA 94596	92547xxxx4	all**********@a**************.com
Adap Tax Financial, Inc.	4725 First St Ste 275 Pleasanton, CA 94566	92521xxxx1	gcr***@a****.com	4.3	3	4.6	21
Waddell & Reed	1390 Willow Pass Rd Ste 470 Concord, CA 94520	92568xxxx0	6d3***********************************@w***************.com			1.8	5
Tangeman Wealth Management	999 Corporate Dr Ste 100 Ladera Ranch, CA 92694	92539xxxx5
MassMutual Northern California	3003 Oak Rd Ste 250, Walnut Creek, CA 94597	92597xxxx0	aaz***@f***********.com	5	1			4.9	17	562	129	558
Kroeger/Noack Insurance & Financial Services, Inc.	1340 Treat Blvd Ste 205 Walnut Creek, CA 94597	92593xxxx0
Nelco Builders	2925 Salvio St, Concord, CA 94519	92582xxxx7
Enhance Wealth Advisors	700 Ygnacio Valley Rd Suite 200, Walnut Creek, CA 94596	92593xxxx9	inf@e*******.com	5	1							35
IMIC-International Management & Investment Co.	Serving theConcord Area	92528xxxx1
RBP Investment Advisors	3201 Danville Blvd Ste 275 Alamo, CA 94507	92585xxxx0
Shone Asset Management	1676 N California Blvd Ste 410 Walnut Creek, CA 94596	92547xxxx4	msh*@s***********.com			5	1			5388	47	5500
Frontier Wealth Strategies LP	1990 N California Blvd 8th Fl, Walnut Creek, CA 94596	92525xxxx4	car@f**********************.com
Andrews Financial Planning	228 Windsor River Rd Ste 112 Windsor, CA 95492	70732xxxx3	ka@a***********************.com			5	2
Etp Wealth Management	2950 Buskirk Ave, Walnut Creek, CA 94597	92593xxxx6	bi@e******.com
Sun Chinese Investment Counselor	2991 North Main St Walnut Creek, CA 94597	92593xxxx8
The Carmichael Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	wms********@r.com							14312		16000
Tatia Mac Kinnon - Private Wealth Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx0	aud***********@a*.com							41	9	70
Geno Lenfest - Ameriprise Financial Services	1255 Treat Blvd Ste 220 Walnut Creek, CA 94597	92527xxxx0	dns***@a*.com
Gold Mining Stock Report	PO Box 1217, Lafayette, CA 94549	92528xxxx8	inf@d************.org
Attain Wealth Protection	1212 Broadway Plz Ste 2100 Walnut Creek, CA 94546	20927xxxx0	inf@a********************.com			5	4
Kolka Larry investmt rep	1801 N California Blvd Walnut Creek, CA 94596	92547xxxx2
Granite Capital Management, Inc.	1505 Monument Blvd, Concord, CA 94520	92584xxxx4	gcm*********@g**.com	5	1			3.7	7	131	2	136
Morgan Stanley Wealth Management	2 Theatre Sq, Orinda, CA 94563	92525xxxx7	a.c****@p******.com							113344	3100	131000
MSB Property Management	1910 Olympic Blvd #315, Walnut Creek, CA 94596	51064xxxx0	bet*****@m**********.com	4.4	15
Happy Investments, Inc. Concord Ca	2151 Salvio St ste a2-544f, Concord, CA 94520	92539xxxx9	hii**@g**.com
Contra Costa Properties	950 Detroit Ave Ste 2A, Concord, CA 94518	92568xxxx1	pau@c*******************.com
Capital Management Advisor Group, LLC	1283 Boulevard Way, Walnut Creek, CA 94595
Pillar Wealth Management	1255 Treat Blvd Ste 300 Walnut Creek, CA 94597	83367xxxx6	chr@p*****.com
David Shackelford - Branch Manager, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92598xxxx8	dav**************@a*.com							77		78
Ameriprise Financial Advisors	1320 Willow Pass Rd Concord, CA 94520	92524xxxx0
E Dove Investments	Pleasant Hill, CA 94523	92570xxxx0
Umpqua Bank	1333 N California Blvd Ste SL30, Walnut Creek, CA 94596	92590xxxx9	abc*****@u*******.com	2.3	7			4	1189	50651	669	49000
G B A Financial Programs & Insurance Marketing Inc	3478 Buskirk Ave Ste 300, Pleasant Hill, CA 94523	92594xxxx4
Forrey, Matthew	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx0	car*************@r.com
Scott Esco - Ameriprise Financial Services	1255 Treat Blvd Ste 220 Walnut Creek, CA 94597	92527xxxx0	cas***********@a*.com									374
Edward Jones - Financial Advisor: Umberto Leone	2485 Salvio St, Concord, CA 94520	92579xxxx6	a.j*******@e********.com									46
Fremont Bank	1735 N Broadway, Walnut Creek, CA 94596	92595xxxx1	a@f**********.com	3.5	6					7265	335	7300
Financial Network Investment	185 Lennon Ln Ste 102 Walnut Creek, CA 94598	92593xxxx7
The Carbonell Forrey Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx1	car*************@r.com
Summit Financial Group	2000 Crow Canyon Pl, San Ramon, CA 94583	92586xxxx0	aar@s***********.com
Ginsberg Financial Strategies	2950 Buskirk Ave #150, Walnut Creek, CA 94597	92525xxxx3	inf@g********.com	4.6	20							62
Sleepy Hollow Investment Co.	2300 Contra Costa Blvd, Pleasant Hill, CA 94523	92568xxxx0	ada@s**********.net	1	2
Simplera Benefits and Insurance Solutions	1840 San Miguel Dr Ste 101 Walnut Creek, CA 94596	86667xxxx1	cat****@s*************.com			5	11
Gemmer Asset Management	1655 N Main St Ste 280, Walnut Creek, CA 94596	92593xxxx0	anm@g******.com
UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92593xxxx0	abc*****@u.com	3	2
Schroeder Capital Management, LLC	3620 Happy Valley Rd UNIT 203, Lafayette, CA 94549	80093xxxx3	cam*******@s**************.com
Merrill Investment & Retirement Financial Center	5454 Ygnacio Valley Rd, Concord, CA 94521	92556xxxx0	dom***************@b**********.com
Rainer Wealth Management	390 Diablo Rd, Danville, CA 94526	92521xxxx0	tri**********@c***********.com
Edward Jones - Financial Advisor: Puja Markus-Brooks	3021 Citrus Cir Ste 275 Walnut Creek, CA 94598	92593xxxx9	a.j*******@e********.com	5	3
Gallagher & Miersch	1390 Willow Pass Rd # 220, Concord, CA 94520	92567xxxx0	ega*****@g*.net
Cameron Kossen - Financial Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	92597xxxx0	cam***********@a*.com									85
Investment Growth Management		92575xxxx7	and*@i***********************.com
California Financial Advisors	2303 Camino Ramon # 230, San Ramon, CA 94583	92527xxxx0	c18***************************@s***.wixpress	5	1					60	8	68
Advisor Intelligence	1676 N California Blvd, Walnut Creek, CA 94596	92525xxxx9	res***@a****************.com
Nearon Enterprises	101 Ygnacio Valley Rd Ste 450, Walnut Creek, CA 94596	92574xxxx0	ada**@n***.com
Lenfest & Associates - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Hammonds Investment Company	901 Sunvalley Blvd, Concord, CA 94520	92567xxxx7
Babylon Wealth Management	1501 N Broadway, Walnut Creek, CA 94596	92544xxxx0	sto*@b**********.com							173		173
Gallagher Wealth Management	4155 Blackhawk Plaza Cir # 244, Danville, CA 94506	92583xxxx3
The FMC Group	1850 Mt Diablo Blvd Suite 300, Walnut Creek, CA 94596	92595xxxx0	abc**@r***.com
2Go Advisory Group	500 Ygnacio Valley Rd UNIT 410, Walnut Creek, CA 94596	92529xxxx0	inf@2**************.com	5	1
Bruce Meyers - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	joh******@c.rbcwealthmanagement
Thomas Fezler - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com							2		2
Wealth Enhancement Group	1850 Mt Diablo Blvd #100, Walnut Creek, CA 94596	92565xxxx0	aba**@w**************.com
Kurt King - Financial Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx5	aud***********@a*.com							144		148
Integrity Builders & Investments	Concord, CA 94524	92576xxxx3				3.5	11
Independent Capital Management	1800 Sutter St Ste 365, Concord, CA 94520	92560xxxx9	a.a@i***********.com									13000
Emil Peinert - Ameriprise Financial Services	100 Pringle Ave Ste 420 Walnut Creek, CA 94596	41528xxxx0	dns***@a*.com							75		91
Del Monte Group, LLC	75 Golden Meadow Ln Alamo, CA 94507	92573xxxx0	ang*@a****************.com	5	3					5388	47	5500
The Stoller Company	190 N Wiget Ln Ste 125, Walnut Creek, CA 94598	92593xxxx0	cur@s*******.com
Golden Gate Advisors Inc.	1990 N California Blvd, Walnut Creek, CA 94596	92593xxxx2	dou**@g***************.com
Robin Patin, CFP, CPWA - EnsoWealth	89 Davis Rd Ste 160 Orinda, CA 94563	92595xxxx2	com*****@e*******.com			4.4	11
Maile Collmer, Asentiv Contra Costa	2398 Walters Way APT 24, Concord, CA 94520	92527xxxx7	agn**@a****.com	5	30
York Spence Wealth Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx4
Jackie’s Merchandise LLC	2319 Mandarin Way Antioch, CA 94509	92530xxxx3
Maclennan Investment Group, Inc	3380 Vincent Rd Ste HUB, Pleasant Hill, CA 94523	92538xxxx8	dat***************@i**.de	5	3							156
Rainbow Investment Management	2749 Gill Dr, Concord, CA 94520	92568xxxx8
Mercer Advisors Wealth Management	100 Pringle Ave STE 310, Walnut Creek, CA 94596	87749xxxx3	aar******@m***********.com	3	2
Cid Management	5011 Clayton Rd, Concord, CA 94521	92567xxxx1	ang@c***.com	1.9	14
Northwestern Mutual - Jeffrey Judson	100 Pringle Ave #505, Walnut Creek, CA 94596	92529xxxx7	jef*******@n.com
Sequoia Equities, Inc.	1777 Botelho Dr suite 300, Walnut Creek, CA 94596	92594xxxx0	al@e***************.com	3.6	53			4.6	26	3335	29	3300
Castle Rock Wealth Management, LLC	1777 Botelho Dr #105, Walnut Creek, CA 94596	92547xxxx0	bob@c***********.com	5	1
Dinapoli Capital Partners	3021 Citrus Cir #130, Walnut Creek, CA 94598	40897xxxx0	aol*****@d************.com	1	1
Edward Jones - Financial Advisor: Andrew C Parrott	1854 Tice Valley Blvd Walnut Creek, CA 94595	92593xxxx1	a.j*******@e********.com
Stephens Property Management or SPM Properties, Inc.	1330 N Broadway ste c, Walnut Creek, CA 94596	92593xxxx0	and*@s**********.com	2.6	36
Pollak & Pollak Wealth Management - Ameriprise Financial	25 Orinda Way Ste 205 Orinda, CA 94563	92590xxxx0	dns***@a*.com			5	1			401	10	391
Index Gurus, Inc.		92535xxxx0	far@i*******.com	5	23
Destination Wealth Management	1255 Treat Blvd #900, Walnut Creek, CA 94597	92593xxxx0	act@d************.com	4.5	2
RG Hill & Company	1375 Locust St Ste 221, Walnut Creek, CA 94596	92593xxxx8	cam*********@r***.com	3.4	5
Mark Jongeward - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Lafayette Square Financial Advisors, Inc.	2950 Camino Diablo #220, Walnut Creek, CA 94597	92528xxxx0	gpe**@l**.com
David Tucker - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx2	rbc*******@r.com
Burton Enright Welch	1850 Mt Diablo Blvd #335, Walnut Creek, CA 94596	92593xxxx0	ado*****@b******.com
Kennedy Wilson	1850 Gateway Blvd #130, Concord, CA 94520	92594xxxx5	aad***@k**********.com
Archvest Wealth Advisors	2820 Shadelands Dr Ste 130, Walnut Creek, CA 94598	92521xxxx0	bri@a*******.com							425		425
Presidio Group Wealth Management	1850 Mt Diablo Blvd # 225, Walnut Creek, CA 94596	92527xxxx0	ale*******@p************.com
Stelvio Wealth Partners	1981 N Broadway Suite 210, Walnut Creek, CA 94596	92530xxxx0	inq**@s**********.com
Wen Capital Advisory Group	1990 N California Blvd # 830, Walnut Creek, CA 94596	80091xxxx0	cyn**@w********.com
Crane Cfp Kelly CLU CPA MBA	1407 Oakland Blvd Ste 108, Walnut Creek, CA 94596	92582xxxx3
Insight Wealth Strategies	2603 Camino Ramon Ste 350 San Ramon, CA 94583	92565xxxx0	agr*@i***********.com	5	4	4.8	20			116	4	132
Continental Investment Management	518 Sally Ride Dr Concord, CA 94520	92568xxxx5
Chad Jorgensen - Ameriprise Financial Services	100 Pringle Ave Ste 420 Walnut Creek, CA 94596	92593xxxx0	dns***@a*.com
Edward Jones - Financial Advisor: Doug Moss	490 Grand Ave Ste 100, Oakland, CA 94610	51066xxxx6	a.j*******@e********.com							87631		100000
Gary Berg - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com							35		36
Mercer Advisors Wealth Management	100 Pringle Ave, Walnut Creek, CA 94596	87749xxxx3	aar******@m***********.com	3	2
Jeffrey Rodvien - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx5	wms********@r.com							14640		16000
JERSIN FINANCIAL SERVICES	300 Topeka Pl, Danville, CA 94526	92557xxxx5	bob@j**************.com
JAG Financial Management Group - Ameriprise Financial Services	200 Pringle Ave Ste 550 Walnut Creek, CA 94596	92597xxxx0	dns***@a*.com
Jennifer Mitchell, CWS	1777 Botelho Dr, Walnut Creek, CA 94596	92544xxxx7
Spiegel Accountancy Corp.	2300 Contra Costa Blvd #425, Pleasant Hill, CA 94523	92597xxxx0	aas*@s********.com	5	1
Mutual of Omaha® Advisors - Concord	1390 Willow Pass Rd Ste 1040, Concord, CA 94520	92579xxxx5	abc*****@m**********.com
Contra Costa Properties, Inc.	950 Detroit Ave #2a, Concord, CA 94518	92568xxxx1	inf@c******.com
Spanos Barber Jesse & Co	2001 N Main St Suite 650, Walnut Creek, CA 94596	41584xxxx0	c@s*****.com
Gary Cruff - Ameriprise Financial Services	1990 N California Blvd Fl 8 Walnut Creek, CA 94596	92593xxxx3	dns***@a*.com			3.7	3
J.P. King Advisors, Inc.	1600 S Main St #275, Walnut Creek, CA 94596	92593xxxx5	ela*@j***********.com
Jennifer Kwock Lau - Ameriprise Financial Services	200 Pringle Ave Ste 550 Walnut Creek, CA 94596	92597xxxx0	der******@a*.com	1	1							71
Wagner Loftin Investment Services	3478 Buskirk Ave #333, Pleasant Hill, CA 94523	92593xxxx6	ggu**@w*******.com
Sean O’Toole	Walnut Creek, CA 94597	92590xxxx5				5	1
Elevation Wealth Management	1399 Ygnacio Valley Rd Ste 24 Walnut Creek, CA 94598	92534xxxx2
Pillar Wealth Management, LLC.	1255 Treat Blvd # 300, Walnut Creek, CA 94597	80066xxxx0	chr@p*****.com
Utopia Property Management \| Walnut Creek, CA	1255 Treat Blvd # 300, Walnut Creek, CA 94597	65041xxxx1	aar@u*************.com	4.9	24					6533	104	6500
TIAA Financial Services	1255 Treat Blvd Ste 300 Walnut Creek, CA 94597
Ellen Resneck - Ameriprise Financial Advisor	3595 Mt Diablo Blvd Ste 390 Lafayette, CA 94549	92529xxxx0	dns***@a*.com
Mark Krauth - Financial Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92598xxxx9	aud***********@a*.com
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77			2847	28	2900
Ian Longtin - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com							187		187
Echo45 Advisors	1801 N California Blvd Ste 101 Walnut Creek, CA 94596	92559xxxx9	inf@e************.com			5	3			277	4	285
Edward Jones	490 Grand Ave Ste 100, Oakland, CA 94610	51066xxxx6	a.j*******@e********.com							87631		100000
Cedar Wealth Management	1990 N California Blvd 8th floor, Walnut Creek, CA 94596	41523xxxx7	inf@c*************.com
Mick J Rognlien	2001 N Main St Financial Advisor Walnut Creek, CA 94596	92598xxxx4	ali************@m.com
Ameriprise Financial Advisors	3595 Mt Diablo Blvd Ste 390 Lafayette, CA 94549	92529xxxx0	bri*******@a*.com
Mary Kay Wright - Ameriprise Financial Services	2233 Olympic Blvd Walnut Creek, CA 94595	92595xxxx0	bec************@a*.com
MassMutual Northern California	1255 Treat Blvd Ste 400, Walnut Creek, CA 94597	92594xxxx0	aaz***@f***********.com					4.9	17	562	129	558
Mt. Diablo Private Wealth Advisors - Ameriprise Financial	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Owl and Ore Wealth Planning	3478 Buskirk Ave # 1000, Pleasant Hill, CA 94523	92571xxxx7	owl****@o******.com	5	20							378
Persin, David	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx7	dav*******@r.com
Bedell Frazier Investment Counselling, LLC	200 Pringle Ave # 555, Walnut Creek, CA 94596	92593xxxx4	ays**@b**********.com	3.7	3					366		400
First Republic Bank	2110 Mountain Blvd Oakland, CA 94611	51053xxxx1	aa@f************.com	3.8	14	4	49			89685	263
Burr Edna Cfp	1111 Civic Dr Ste 330 Walnut Creek, CA 94596	92593xxxx3