Business List: Investment Management Firms in Newport Beach, 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
Edward Jones - Financial Advisor: Teddy Squilanti	950 S Coast Dr Ste 240, Costa Mesa, CA 92626	71454xxxx1	a.j*******@e********.com									5
Mortgage Vintage, Inc.	260 Newport Center Dr, Newport Beach, CA 92660	94963xxxx5	daw@m*************.com
Stifel	520 Newport Center Dr Ste 1500, Newport Beach, CA 92660	94925xxxx4	abb**@s***.com	5	1					4778		5200
Jorey Bernstein Private Wealth Management	660 Newport Center Dr Suite 470, Newport Beach, CA 92660	31096xxxx9	jor@b***************************.com	5	3
J P Morgan Securities	660 Newport Center Dr, Newport Beach, CA 92660	94946xxxx0	dav*********@j*****.com
Ranchharbor	1201 Dove St, Newport Beach, CA 92660	94922xxxx0	inf@r*********.com
Northern Trust	660 Newport Center Dr Suite 1100, Newport Beach, CA 92660	94971xxxx0	dns********@n*.com	4.5	4
Archimedes Asset Management, Inc	140 Newport Center Dr Suite 270, Newport Beach, CA 92660	42490xxxx0	lou@a***********.com							586696		759000
David A. Selleck - Pacific Wealth Partners	3333 W Coast Hwy Ste 530 Newport Beach, CA 92663	94963xxxx2	dav********@p******************.com
Voorhees Wealth Management Group	520 Newport Center Dr, Newport Beach, CA 92660	94925xxxx5		5	1
Mont Pelerin	660 Newport Center Dr, Newport Beach, CA 92660	94970xxxx7
Conscious Capital Advisors	4533 MacArthur Blvd Ste A-2139, Newport Beach, CA 92660	21334xxxx7	inf@c**************.pro
Signature Resources Capital Management, LLC	120 Newport Center Dr #100, Newport Beach, CA 92660	94926xxxx6	ale@s*********.com	1	1
Advanced Planning Wealth Management Group	4770 Campus Dr Ste 210, Newport Beach, CA 92660	94950xxxx0	ada@t********.org	4.7	15					53	9	57
Signature Resources Capital Mangement	16755 Von Karman Ave, Irvine, CA 92606	94926xxxx6	ale@s*********.com
Prattes Wealth Partners	620 Newport Center Dr Ste 1100 Newport Beach, CA 92660	94927xxxx3
AB Capital	15 Corporate Plaza Dr, Newport Beach, CA 92660	94949xxxx0
Pelorus Equity Group	124 Tustin Ave Suite 200, Newport Beach, CA 92663	94972xxxx3	inf@p*******.com
Hewitt Investment Advisory	6 Venture Ste 200, Irvine, CA 92618	94972xxxx4	nn@o**************.com
California Title Loans	2102 Business Center Dr Ste 130, Irvine, CA 92612	85533xxxx1	sup**@c*****************.org	5	7
Catalina Group	500 Newport Center Dr, Newport Beach, CA 92660	94970xxxx2
Oakstone Wealth Management	1500 Quail St Ste 470 Newport Beach, CA 92660	94938xxxx1	des***********@l.com
Keillor Capital	2429 W Coast Hwy Ste 210 Newport Beach, CA 92663	94929xxxx6	efu**@k***********.com
D & S Investments	3751 S Harbor Blvd, Santa Ana, CA 92704	71443xxxx0
California Financial & Real Estate Center	16531 Bolsa Chica St, Huntington Beach, CA 92649	71484xxxx2
Censura Futures Management	610 Newport Center Dr Ste 600 Newport Beach, CA 92660	94972xxxx0
Sunpath Financial	100 Bayview Circle Ste 100 Newport Beach, CA 92660	94967xxxx8	525***********************************@w***************.com			5	12
Perlmutter Investment Co	512 Harbor Island Dr, Newport Beach, CA 92660	94942xxxx5
Merrill Lynch Wealth Management	650 Town Center Dr Ste 500, Costa Mesa, CA 92626	71442xxxx0	ale********@m.com
Edward Jones - Financial Advisor: John Thomas Patton	940 S Coast Dr Ste 250, Costa Mesa, CA 92626	71448xxxx9
Hotchkis & Wiley Capital Management	1111 Bayside Dr, Corona Del Mar, CA 92625	94964xxxx0	ann***********@h*.com
Hanna Capital Management	8105 Irvine Center Dr Ste 1170, Irvine, CA 92618	94927xxxx0
Anfield Capital Management, LLC	19900 MacArthur Blvd, Newport Beach, CA 92612	94989xxxx0	anf*************@c***********.com
Carruthers Brian & Associates	301 Forest Ave, Laguna Beach, CA 92651	94946xxxx0	bri@g*******.com
Rudolph Dewey Investments	16531 Bolsa Chica St, Huntington Beach, CA 92649	71437xxxx2
Pimco Advisors L P	650 Newport Center Dr Newport Beach, CA 92660	94972xxxx0	aam*********@p**.com	4.2	17
Cochran Investment Company	2512 Chambers Rd, Tustin, CA 92780	71473xxxx0	kel******@c**************.com
Sage Point Financial	10061 Talbert Ave, Fountain Valley, CA 92708	71496xxxx0	dom**@a*********.com
Edward Jones - Financial Advisor: Jo Cinnamon	62 Orchard, Irvine, CA 92618	97180xxxx7
The Ferguson Marks Group - Morgan Stanley	800 Newport Center Dr Ste 500, Newport Beach, CA 92660	94971xxxx2	int********@m**********.com
Advantage Financial Advisory Group	2 Venture Ste 240, Irvine, CA 92618	94946xxxx0	inf@f********************.com
Daniel Cucuiat - Signature Resources	2601 Main St Ste 700, Irvine, CA 92614	94979xxxx4	inf@s***.com							84		96
Bjr Capital Holdings	2301 Dupont Dr, Irvine, CA 92612	94930xxxx7
Stephenson & Co	16411 Scientific, Irvine, CA 92618	94972xxxx5	bra@s*****************.com
Forex Capital Management	Newport Beach, CA 92660	94937xxxx0	3eb***********************************@w***************.com
George Otto - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	geo******@r.com
Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services	14771 Plaza Dr Ste M, Tustin, CA 92780	94925xxxx5	cry**********@a*.com		235					230		233
Daniel Pichardo CFP, CRPC - Bridge Financial Management	4343 Von Karman Ave Ste 250L Newport Beach, CA 92660	94922xxxx2	dpi****@m************.com			5	17	5	21	209		208
Edward Jones - Financial Advisor: Pete Peterson, RICP®	949 S Coast Dr Ste 180, Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							87384		100000
Associates Asset Management	20101 SW Birch St Ste 120 Newport Beach, CA 92660	71467xxxx3	bid**@a******.com
Strategic Global Advisors	100 Bayview Cir Ste 650 Newport Beach, CA 92660	94970xxxx0	a@s*********.com
TENET FINANCIAL	620 Newport Center Dr #1100, Newport Beach, CA 92660	94971xxxx0	inf@t********.com	4.6	7
American Discovery Energy Inc	27068 La Paz Rd, Aliso Viejo, CA 92656	94960xxxx1	inf*******@u*****.com	4.2	50			5	7	527	11	529
Woodco Investment Co Inc	3746 Campus Dr, Newport Beach, CA 92660	94975xxxx7
Finn Financial Group	260 Newport Center Dr #100, Newport Beach, CA 92660	94999xxxx2	ash*@f***************.com	5	6
Lifebase Advisors Inc	2700 Newport Blvd, Newport Beach, CA 92663	94967xxxx3
Edward Jones - Financial Advisor: Randy Hawkins	311 Main St Ste 15, Seal Beach, CA 90740	56259xxxx0
Rgt Capital Management LTD	1 Park Plz Ste 950, Irvine, CA 92614	94995xxxx5	abl******@r***.com
Pacific Investment Management Co Llc	650 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aam*********@p**.com	4.2	17
Infinite Edge Investments LLC	620 Newport Center Dr # 1100, Newport Beach, CA 92660	94999xxxx0
Bottom Line Realty & Investment	425 Old Newport Blvd, Newport Beach, CA 92663	94964xxxx3			2
Primior Asset Management	750 N Diamond Bar Blvd, Ste 188 Diamond Bar, CA 91765	86646xxxx6	adv***@p****.com	4	21	4.9	31			983		1000
Maureen Flanagan	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx0	add******@f**********.com							90275		115000
Summit Healthcare REIT, Inc	23382 Mill Creek Dr, Laguna Hills, CA 92653	94953xxxx2	bni******@s*****************.com
Gkh Partners	1501 Westcliff Dr Newport Beach, CA 92660	94955xxxx0
Umpqua Bank	20 Pacifica, Irvine, CA 92618	94934xxxx9	aar*******@u*******.com							50686	639	49000
Sagemark Consulting	18400 Von Karman Ave Ste 400 Irvine, CA 92612	94966xxxx1				5	1
Securities America	18300 Von Karman Ave Ste 400, Irvine, CA 92612	94947xxxx1	aad******@s**************.com
First Republic Bank	2800 E Coast Hwy, Corona Del Mar, CA 92625	94972xxxx8	aa@f************.com	3	4
Financial Advisors Network, Inc	1432 Edinger Ave Ste 200 Tustin, CA 92780	71459xxxx0	bri@f***.com			5	2			146	6	173
Heritage Financial, Ara Malazian, CFP	505 N Tustin Ave Ste 267 Santa Ana, CA 92705	94970xxxx2	fin******************@c***********.com
Selah Portfolios & Planning	129 Cabrillo St Ste 103 Costa Mesa, CA 92627	94994xxxx5	c18***************************@s***.wixpress	5	27							74
Tim Woodall	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx5	add******@f**********.com
The Bi-Coastal Group - Morgan Stanley	800 Newport Center Dr Ste 500, Newport Beach, CA 92660	20125xxxx5	int********@m**********.com
Marshall Reddick Mortgage Fund	4299 Macarthur Blvd Ste 107, Newport Beach, CA 92660	85844xxxx7	539***********************************@w***************.com
Duckworth & Mehner	3189 Pullman St, Costa Mesa, CA 92626	71443xxxx0
PAAMCO	660 Newport Center Dr Suite 930, Newport Beach, CA 92660	94926xxxx0	aad*@p***.com
Manulife Asset Management	18301 Von Karman Ave, Irvine, CA 92612	80024xxxx2	aar******@m*****.com							171826		171000
Barbara Stowell - IWM Partners	3 Park Plz Ste 1490 Irvine, CA 92614	71496xxxx0	ahe*****@i********.com		5	5	2
Trusteepro	23601 Moulton Pkwy, Laguna Hills, CA 92653	94960xxxx5	dan@t*******.com
Rich Uncles	120 Newport Ctr Dr Newport Beach, CA 92660	85574xxxx2	cat***@r*******.com			1.7	6
Global 1	5000 Newport Bch Newport Beach, CA 92660	94926xxxx7
Farsai and Farsai Inc	23276 S Pointe Dr, Laguna Hills, CA 92653	94976xxxx4											1	3
Kost, Theresa	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx9	rbc*******@r.com							80	8	83
Four Corners	100 Spectrum Center Dr, Irvine, CA 92618	94993xxxx4
Schwartz Newport Beach Wealth Management of Impact Wealth Management	120 Newport Center Dr, Newport Beach, CA 92660	94943xxxx4
Asset One Property Management	7545 Irvine Center Drive Suite 200, Irvine, CA 92618	94952xxxx5
FMSI Advisors	2901 W Coast Hwy Ste 200 Newport Beach, CA 92663	94927xxxx2
Komar Investments	23 Corporate Plaza Dr # 247, Newport Beach, CA 92660	94971xxxx5
Parse Financial	16520 Bake Pkwy, Irvine, CA 92618	94987xxxx5
Beacon Pointe Advisors	610 Newport Center Dr #280, Newport Beach, CA 92660	94972xxxx0	aba***@b*********.com
Sidoxia Capital Management, LLC	2901 West Coast Hwy Suite 200, Newport Beach, CA 92663	94925xxxx2	dsh***@s****.com
Hotchkis & Wiley Capital Management	1111 Bayside Dr Ste 228 Corona Del Mar, CA 92625	94964xxxx0
Professional Practice Sales	18410 Irvine Blvd, Tustin, CA 92780	71483xxxx0
QUAD ENTERPRISES LLC	1048 Irvine Ave Ste 196, Newport Beach, CA 92660	94946xxxx2
Wedbush Securities	1600 Newport Center Dr Newport Beach, CA 92660	94971xxxx0	a.c@w****.com			1	1			4510	289	4500
Spectrum Asset Mangemet, Inc.	1301 Dove St Ste 970, Newport Beach, CA 92660	94971xxxx0	ach*@m*******.com							166767	126	187000	1	1
Michael Carson	344 Via Lido Newport Beach, CA 92663	88869xxxx0
Newport Legacy Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94946xxxx9	acc*************@u.com
Pacific Alternative Asset Management	19540 Jamboree Rd, Irvine, CA 92612	94926xxxx0	aad*@p***.com
Ameriprise Financial Advisors	260 Newport Center Dr Ste 403 Newport Beach, CA 92660	94999xxxx1
Marwit Capital	100 Bayview Pl # 550, Newport Beach, CA 92660	94986xxxx6
Compak Asset Management	1801 Dove St, Newport Beach, CA 92660	94967xxxx0	bra@c****.com	3.7	3					35	2
Cherie A Jones - Financial Advisor, Ameriprise Financial Services	12842 Valley View St Ste 104, Garden Grove, CA 92845	71424xxxx0	cam********@a*.com
Raymond James Financial Services	4675 Macarthur Ct, Newport Beach, CA 92660	71496xxxx0	aar**********@r*********.com	5	6					17482		18000
Coast Capital	3400 Irvine Ave Ste 205, Newport Beach, CA 92660	94922xxxx2
Gomberg McQuilkin Wealth Management Group	701 S Parker St, Orange, CA 92868	71449xxxx6	jod@g********************.com
Comprehensive Financial Services	18101 Von Karman Ave, Irvine, CA 92612	94955xxxx1
Premium Capital Funding	1905 E 17th St Ste 226, Santa Ana, CA 92705	88884xxxx8
Crossroads Planning	765 City Dr S Ste 390 Orange, CA 92868	71479xxxx2	joh*****@c****************.com			4.9	123			270	68
Sagent Wealth Magagement	4675 Macarthur Ct, Newport Beach, CA 92660	94935xxxx0	d.j*@p******************.com							121	16
Royal Alliance Associates Inc	485 E 17th St Ste 350, Costa Mesa, CA 92627	94954xxxx2	aba***@r**********.com							2988	27	3500
Qtative	100 Spectrum Center Dr, Irvine, CA 92618	94929xxxx0	ehi***@q****.com
Leonid	16400 Pacific Coast Hwy Ste 211, Huntington Beach, CA 92649	56254xxxx5	inf@l***********.io
Optima Asset Management Services Inc	1600 Dove St Ste 480, Newport Beach, CA 92660	94985xxxx0	nn@o**********.com
Pacific Premier Bank	17901 Von Karman Ave Ste 1200, Irvine, CA 92614	94947xxxx5	aag*****@p*.com
Oppenheimer	620 Newport Center Dr Ste 1000, Newport Beach, CA 92660	94921xxxx0	ala*********@o*.com							610	164
Babson Capital Management Inc	800 Newport Center Dr Ste 750, Newport Beach, CA 92660	94971xxxx0	aad***@b**********.com
Independent Capital Management	695 Town Center Dr Ste 530, Costa Mesa, CA 92626	94945xxxx0	che*@j****.com
TwinRock Partners	180 Newport Center Dr, Newport Beach, CA 92660	94964xxxx0	ale***********@t*************.com	2.6	5
Britt Private Capital	24 Corporate Plaza, Newport Beach, CA 92660	94986xxxx9	inf@b*****************.com
Cadence Capital Management	610 Newport Center Dr Ste 1400, Newport Beach, CA 92660	94976xxxx0
Roth Capital	24 Corporate Plaza Dr #180, Newport Beach, CA 92660	94972xxxx0		3	2
Securities America Inc	18231 Irvine Blvd Ste 203, Tustin, CA 92780	71473xxxx0	aad******@s**************.com
Met West Capital	610 Newport Center Dr Ste 450, Newport Beach, CA 92660	94971xxxx1
Ameriprise Financial Advisors - Torres & Associates	2600 Michelson Dr Ste 1460 Irvine, CA 92612	94925xxxx0				4	2
Integrated Capitol Management	2082 Business Center Dr, Irvine, CA 92612	94947xxxx1
Spectrum Asset Management Inc	1301 Dove St #720, Newport Beach, CA 92660	94971xxxx0	ach*@m*******.com	5	1
Bentley Co	13658 Red Hill Ave, Tustin, CA 92780	71431xxxx6	aar*******@b**********.com
Todd Halbrook	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx2	add******@f**********.com
Tarnutzer Companies	1601 Dove St Ste 160 Newport Beach, CA 92660	94995xxxx3
Tarnutzer Companies	1601 Dove St, Newport Beach, CA 92660	94995xxxx3	aca*****@k*.com
Edward Jones - Financial Advisor: Gregory Day	307 Marine Ave Ste 8 Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com			5	1			35	3	35
Newport Asset Management	21222 Fern Cir, Huntington Beach, CA 92646	71433xxxx7	bry*@n*******************.com
Morgan Stanley Wealth Management	17400 Brookhurst St Ste 101, Fountain Valley, CA 92708	71496xxxx3
Metropolitan West Capital Management	610 Newport Center Drive Bsmt Newport Beach, CA 92660	94971xxxx1	hos*****@w*******.com
Budc Capitol Holdings	5000 Birch St Ste 3000, Newport Beach, CA 92660	94947xxxx9
Edward Jones - Financial Advisor: Josephine Palacios	180 E Main St Ste 104, Tustin, CA 92780	71457xxxx9	a.j*******@e********.com							87384		100000
Emerald Wealth Management, Inc.	5000 Birch Street, Suite 3000, Newport Beach, CA 92660	80022xxxx7	jan***@e**************.com	5	2
Centerpoint Financial Management	7700 Irvine Center Dr Ste 800 Irvine, CA 92618	94975xxxx5	hel@c***********.com			5	2
Noble Wealth Management	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	88827xxxx8	aj@n********************.com
Tustin Centre Wealth Advisors	1551 N. Tustin Ave. Tustin Centre, Santa Ana, CA 92705	71440xxxx1	abe*******@w***************.com
Edward Jones - Financial Advisor: Bryan L Green	17592 17th St Ste 110, Tustin, CA 92780	71454xxxx2	a.j*******@e********.com									240
Ameriprise Financial Advisors	931 W 19th St Ste 22 Costa Mesa, CA 92627	94965xxxx6
N-PRO INVESTMENT	8903 Research Dr, Irvine, CA 92618	94926xxxx4
Thomas Seaman Co	1 Park Plz, Irvine, CA 92614	94922xxxx1	ali*@t*********.com
Vision Financial	222 Crater Lake Ct Suite 202, Fountain Valley, CA 92708	85568xxxx6
Cfi	30 Corporate Park, Irvine, CA 92606	94929xxxx0	bet@c*******************.com
UBS Financial	20 Pacifica, Irvine, CA 92618	94945xxxx0	acc*************@u.com
Boyer Financial Services	4063 Birch St Ste 200 Newport Beach, CA 92660	94933xxxx0	inf@b*****.com									176
ProCore Advisors	1101 Dove St Ste 100 Newport Beach, CA 92660	94933xxxx9	inf@p*************.com
Dorian Investments	250 Newport Center Dr Ste M106 Newport Beach, CA 92660	94975xxxx7
Becker Wealth Management	19800 Macarthur Blvd Ste 300, Irvine, CA 92612	94972xxxx5	ste**@b**********************.com
Raymond James Financial Services	1151 Dove St Ste 115, Newport Beach, CA 92660	94997xxxx5	aar**********@r*********.com							17409		18000
Sapience Investments, LLC	520 Newport Center Dr Ste 650, Newport Beach, CA 92660	94966xxxx1	inf@s*********.com
Fell Capital Management Inc	1001 Dove St, Newport Beach, CA 92660	94947xxxx6	cap****@a*********.com									136
Spectrum Asset Management	1301 Dove St Ste 970 Newport Beach, CA 92660	94971xxxx0	ach*@m*******.com
Family Wealth Leadership	2 Venture Ste 460 Irvine, CA 92618	94946xxxx0	inf@f********************.com			1	1
Pimco-Pacific Investment Management Company	650 Newport Ctr Dr Newport Beach, CA 92660	94964xxxx1	aam*********@p**.com	4.2	17	5	1
Edward Jones - Financial Advisor: Rene Costales, AAMS™	19900 Beach Blvd Ste I, Huntington Beach, CA 92648	71496xxxx0	a.j*******@e********.com
Krona Financial Group	1851 E 1st St Ste 900, Santa Ana, CA 92705	71483xxxx1
Charter West Financial Mgmt	4425 Jamboree Rd Ste 180, Newport Beach, CA 92660	94947xxxx8
Merrill Lynch Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	3d@l****.ml	4	4
Annette Di Bello Kelly CPA CFP PC	9870 Research Dr, Irvine, CA 92618	94971xxxx0	ann**@d*******.com
Financial Investors Group	1432 Edinger Ave, Tustin, CA 92780	71450xxxx3	bri@f***.com
Pacific Asset Management	840 Newport Center Dr 7th floor, Newport Beach, CA 92660	94921xxxx0	Ari***********@a*********.com
Flagstar Bank	100 Bayview Cir, Newport Beach, CA 92660	94993xxxx9	a.d****@f*****.com
United Capital Financial	620 Newport Center Dr Ste 500, Newport Beach, CA 92660	94999xxxx0	abd**************@u*****.com
Pacific Financial Planner	27001 Moulton Pkwy Ste A200, Aliso Viejo, CA 92656	94921xxxx2	inf@p*******.com							249	6	248
Martin Investment Company	1340 Ritchey St, Santa Ana, CA 92705	71456xxxx2
Edward Jones - Financial Advisor: Phil Gironda, AAMS™	2134 Main St Ste 195, Huntington Beach, CA 92648	71496xxxx0	a.j*******@e********.com							87384		100000
James Barr - Raymond James	17220 Newhope St, Fountain Valley, CA 92708	71470xxxx5	ral********@r*********.com
Jermaine Jamison - Branch Manager, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx1	dan*********@a*.com
Corporate Pointe Investments	5 Corporate Park, Irvine, CA 92606	94944xxxx8	goc**********@a.com
Mark A Lammers - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com
Trustmark Bank	3070 Bristol St Ste 340, Costa Mesa, CA 92626	71470xxxx0
Harvey & Co LLC	5000 Birch St # 8500, Newport Beach, CA 92660	94975xxxx0	bli*@h******.com	2.1	7
Jh Real Estate Partners Inc	500 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx9	aly************@j**.com
Murdoch Morris LLP	114 Pacifica Ste 320, Irvine, CA 92618	94950xxxx0
The David Lung Group - Morgan Stanley	800 Newport Center Dr Ste 500, Newport Beach, CA 92660	94971xxxx0	acc********@m**********.com
Allen, Theresa	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8	the********@r.com							12815
Edward Jones - Financial Advisor: Tammy McKennon	1501 Westcliff Dr Ste 307, Newport Beach, CA 92660	94961xxxx5	acc********@e********.com							87631		100000
RanchHarbor	1201 Dove St Suite 150, Newport Beach, CA 92660	94922xxxx0	inf@r*********.com
DFS Capital Management	1951 E Dyer Rd, Ste 338, Santa Ana, CA 92705	71450xxxx3	dch***@d*****************.com
Rel Investment Co	79 Bradbury, Newport Beach, CA 92660	94939xxxx0
Managed Asset Protection Inc	20301 SW Acacia St Ste 250, Newport Beach, CA 92660	94926xxxx0	dgi*****@m*********.com
Fabian Financial Services	3991 MacArthur Blvd Newport Beach, CA 92660	94985xxxx0
Phoenix Investment Funds	4000 MacArthur Blvd #550, Newport Beach, CA 92660	94938xxxx0	awe*****@c******.com
The Seamark Legacy Group - Morgan Stanley	800 Newport Center Dr Ste 500, Newport Beach, CA 92660	94971xxxx7	acc********@m**********.com
Drew J. McFarland	3991 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94925xxxx3
New Market Wealth Management	695 Town Center Dr Ste 540, Costa Mesa, CA 92626	65790xxxx9
Zeiger Capital Management Inc	272 Electric Ave, Seal Beach, CA 90740	94975xxxx9	bso*@z*******.com
Pacific Investment Management Company	800 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aam*********@p**.com	4.2	17
Elizabeth Connolly - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Lifebase Advisors	2700 Newport Blvd Ste 188 Newport Beach, CA 92663	94967xxxx3
Todd Halbrook - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1
Keller Coad & Collins Investment Counsel Inc	18300 Von Karman Ave Ste 600, Irvine, CA 92612	94947xxxx0
Morgan Stanley Wealth Management	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0	aal*****@m**********.com							113321	3094	131000
ROTH Capital Partners	888 San Clemente Dr #4, Newport Beach, CA 92660	80067xxxx7	abe**@r*.com	4	4
Sidoxia Capital Management	7451 Latigo Dr, Huntington Beach, CA 92648	94925xxxx2	inf@s*****.com
Seamount Financial Group	738 E Chapman Ave, Orange, CA 92866	71451xxxx0	aar@s**************.com
Pacific Investment Management Company	650 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aam*********@p**.com
Eagle Four Partners	1400 Newport Center Dr Suite 230, Newport Beach, CA 92660	94925xxxx0	d.j@e****************.com							26		33
Wohl Investment Company	14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660	94970xxxx0		5	1
Irvine Wealth Management	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx0	mat**@i*****.com
Newport Real Estate Partners	567 San Nicolas Dr Ste. 180, Newport Beach, CA 92660		inf@n*****.com
Rebel Asset Recovery	1008 W Ave M-14 Ste A Palmdale, CA 93551	84449xxxx9	con**@p***********.org
Edward Jones - Financial Advisor: A Michael Ciuffetelli	4250 Barranca Pkwy Ste C, Irvine, CA 92604	94973xxxx2	a.j*******@e********.com		40					8		8
Leasco Investments	2755 Bristol St Ste 140, Costa Mesa, CA 92626	71455xxxx0	acc*****@l***.net
Edward Jones	12062 Valley View St Ste 118, Garden Grove, CA 92845	71489xxxx0	a.j*******@e********.com
Edward Jones - Financial Advisor: Gregory Day, CFP®\|ChFC®\|CIMA®\|CRPC™	307 Marine Ave Ste 8, Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com							35	3	35
Draper Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94981xxxx0	ant**********@w***************.com
Otto, George	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2	geo******@r.com
Carr & Associates	3857 Birch St Newport Beach, CA 92660	71477xxxx5
Sage Point Financial	23172 Plaza Pointe Dr Ste 110, Laguna Hills, CA 92653	94958xxxx8	dom**@a*********.com							2988	27	3500
GW Financial, Inc.	151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626	85564xxxx9	con**@p*******.com
Inspired Financial	5011 Argosy Ave, Huntington Beach, CA 92649	71497xxxx3	eda**@i**************.biz	5	3					146		171
Ward Mike	931 W 19th St Apt 22, Costa Mesa, CA 92627	94965xxxx6
Reed Investment Company	1400 Bristol St N Newport Beach, CA 92660	94985xxxx9
Starcare	130 Newport Center Dr Ste 136, Newport Beach, CA 92660	94970xxxx0	bra**@s*****.net
Rodriquez Wealth Management	4340 Von Karman Ave, Newport Beach, CA 92660	94968xxxx0	cat@r********.com
Abs Investment Group	1176 Main St, Irvine, CA 92614	94947xxxx0	a.k*@k***.com
Principal Financial Group	575 Anton Blvd Ste 900, Costa Mesa, CA 92626	65726xxxx0	aar*******@p******.com
Norannsy Chieuchin - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx9	dan*********@a*.com									131
Peter Binaski - Raymond James	1 Park Plz, Irvine, CA 92614	94922xxxx2	aar**********@r*********.com
Yousef Jamshidipour - Financial Advisor, Ameriprise Financial Services	1 Park Plz Ste 600, Irvine, CA 92614	94938xxxx6	dns***@a*.com
Royal Alliance Associates Inc	18100 Von Karman Ave, Irvine, CA 92612	94955xxxx0
Merrill Lynch Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94995xxxx0	ale********@m.com
Assi Inc	3 San Joaquin Plz Ste 235, Newport Beach, CA 92660	94971xxxx0
Providence Wealth Management Group - Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Signature Estate & Investment Advisors, LLC	610 Newport Center Dr Suite 300, Newport Beach, CA 92660	94970xxxx8	adm@s*.com
Praetorian Advisors	2101 E Coast Hwy Ste 200, Corona Del Mar, CA 92625	94976xxxx0	esk****@p**********.com
I M P Financial Services	16505 Brookhurst St, Fountain Valley, CA 92708	71496xxxx3
Newport Advisory LLC	4695 MacArthur Ct STE 480, Newport Beach, CA 92660	94962xxxx0	aj@n**************.com
Edward Jones - Financial Advisor: Gary A Springer	15061 Springdale St Ste 106, Huntington Beach, CA 92649	71489xxxx2	a.j*******@e********.com							86756		98000
Umpqua Bank	4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94962xxxx0	ari************@u*******.com	3.2	5			4	1189	50651	669	49000
Northgate Gonzalez Reynoso	230 N Harbor Blvd Store 9, Santa Ana, CA 92703	71426xxxx4	ac@n********.com
Windfall Advisors	100 Wilshire Blvd Santa Monica, CA 90401	31040xxxx4	inf@w**************.com			5	11
Edward Jones - Financial Advisor: Mark R Steeber	20422 Beach Blvd, Huntington Beach, CA 92648	71453xxxx7	a.j*******@e********.com
Edward Jones - Financial Advisor: Hooman Karbasion	25201 Paseo De Alicia Ste 145 Laguna Hills, CA 92653	94972xxxx8	a.j*******@e********.com
My Portfolio Guide	3020 Old Ranch Pkwy Ste 300 Seal Beach, CA 90740	56279xxxx5	inf@m**************.com			5	1			418	37	410
Merrill Lynch	4695 MacArthur C3t Ste 1600 Newport Beach, CA 92660	94995xxxx0				2.5	2
The Kremer Company	120 Newport Center Dr Newport Beach, CA 92660	94975xxxx2
Mutual of Omaha® Advisors - Irvine	1 Park Plz Ste 720, Irvine, CA 92614	94985xxxx9	ae.*****@m**********.com
Actuarial Direct	30285 Grande Vista Ave Laguna Niguel, CA 92677	94927xxxx2	c18***************************@s***.wixpress
Somera Capital Management	4041 MacArthur Blvd Suite 230, Newport Beach, CA 92660		cha@s**********.com
City National Bank - Newport Center	500 Newport Center Dr Ste 150 Newport Beach, CA 92660	94971xxxx0	ava******@c.com	4.4	7	3.4	5			5371	151	5900
Morgan Stanley Wealth Management	2677 N Main St, Santa Ana, CA 92705	71483xxxx1	bri@m********************.com
Newport Capital	15 Corporate Plaza Dr Newport Beach, CA 92660	94975xxxx6	nor@n**.com
Titan Financial	16531 Bolsa Chica St Ste 250, Huntington Beach, CA 92649	71484xxxx3	ant*******@t***********.net
Fourth Point Wealth	4590 MacArthur Blvd Suite 500, Newport Beach, CA 92660	94966xxxx0	cja***@f**************.com	4.3	6					39	2	43
Northwestern Mutual Financial	610 Newport Center Dr, Newport Beach, CA 92660	94975xxxx5	abb***@n***************.com
Gregg Perrah	Newport Beach, CA 92660	94983xxxx3
Charles Schwab	2825 Main St Irvine, CA 92614	94995xxxx9	bil****@s***.com	4.5	10	2.8	21			647170	159	661000
Global Pacific Financial	2224A Newport Blvd Newport Beach, CA 92663	87768xxxx2
Windjammer Capital Investments	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	afa**@w**************.com
Perricone Investments	Serving theNewport Beach Area	94970xxxx0
Savino Tax & Investment Advisory Group	4060 Campus Drive, Suite #220, Newport Beach, CA 92660	94974xxxx0
The Arc Group	1633 Monrovia Ave Costa Mesa, CA 92627	94976xxxx7
Palo Capital	31 Ocean Heights Dr, Newport Coast, CA 92657	94971xxxx6
Nexa Securities	130 Newport Center Dr Ste 200 Newport Beach, CA 92660	94979xxxx0
Edward Jones - Financial Advisor: Lucy E Walther	4100 Newport Pl Dr Ste 190 Newport Beach, CA 92660	94925xxxx0	a.j*******@e********.com							87605		100000
Canterbury Consulting	660 Newport Center Dr Ste 300, Newport Beach, CA 92660	94972xxxx0	aam**@c*****************.com
Edward Jones - Financial Advisor: Chris Arnaldo	7755 Center Ave Ste 1010, Huntington Beach, CA 92647	71490xxxx6	a.j*******@e********.com							87384		100000
Dean Investment Inc	9828 Garden Grove Blvd Ste 212, Garden Grove, CA 92844	71463xxxx0
Tim Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	wms********@r.com							14743		16000
Jeff Labarthe - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com
Yvan Cao	4675 MacArthur Ct, Newport Beach, CA 92660	94957xxxx2	prf*****@w****************.com	5	6					199	5	205
R S Crum Inc	4 Upper Newport Plz Ste 201, Newport Beach, CA 92660	94942xxxx6	car@r***.com	5	4
Nuveen Securities	1 Park Plz, Irvine, CA 92614	94944xxxx0	abc*****@n***.com
South Coast Investment Advisors	4041 MacArthur Blvd # 240, Newport Beach, CA 92660	87792xxxx2	chr@s*************.com							79	3	79
Mig Management	660 Newport Center Dr, Newport Beach, CA 92660	94947xxxx0	aco*@m***.com
Tax Smart Investing & Planning	9870 Research Dr, Irvine, CA 92618	71451xxxx8	gsi***@t**************.org									71
Westmont Investments	130 Newport Center Dr, Newport Beach, CA 92660	94976xxxx7
Altai Capital Management	4675 MacArthur Ct Suite 1500, Newport Beach, CA 92660	94932xxxx1	a@a****.com
J Cal Investments	160 Newport Center Dr Newport Beach, CA 92660	94970xxxx6
Impact Wealth Management	300 Spectrum Center Dr Ste 845, Irvine, CA 92618	94950xxxx2	ada*******@w***************.com
Frontier Investments	3366 Via Lido, Newport Beach, CA 92663	94972xxxx0	cro***********@f***.com							3	2	5
Beacon Pointe Advisors	24 Corporate Plaza Dr, Newport Beach, CA 92660	94971xxxx0	abh***@b*******.com							228	36	234
Spectrum Capital Investment Group Inc	9911 Irvine Center Dr Ste 100, Irvine, CA 92618	94978xxxx9	ben@s********************.com
Knightsbridge Wealth Management	450 Newport Center Dr Ste 630 Newport Beach, CA 92660	94964xxxx4	bmc*****@k*****.com			5	1
A R C Properties	610 Newport Center Drive Bsmt Newport Beach, CA 92660	94972xxxx5
Theresa Allen - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx8	rbc*******@r.com
Berman Investment Group	1301 Dove St Newport Beach, CA 92660	94991xxxx0
Mercer Advisors	620 Newport Center Dr Ste 1030 Newport Beach, CA 92660	80039xxxx4	adv*@m***********.com	3.7	3	5	1			2837	28	2900
Sheffield & Sutton Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94971xxxx8	abc*@u.com
Concord Investment Council	9259 Research Dr, Irvine, CA 92618	94985xxxx0	inf@m********************.com							52	2	53
RCP Advisors	1111 Bayside Dr suite 270 suite 270, Corona Del Mar, CA 92625	94933xxxx0	rcp@r**********.com
Am Razo And Company	110 Newport Center Dr Newport Beach, CA 92660	94971xxxx6
Montagna & Associates	1101 Dove St Ste 190 Newport Beach, CA 92660	94983xxxx1	ast*@m********.com			5	1	5	13	426		436
Edelman Financial Engines	600 Anton Blvd Ste 1750, Costa Mesa, CA 92626	83375xxxx3	aar*****@e********************.com							18469	19
Pacific Coast Wealth Management	120 Vantis Ste 300 Aliso Viejo, CA 92656	31087xxxx3	bla@p*************************.com			5	3					23
Edward Jones - Financial Advisor: Zachary T Alario, CFP®	250 Newport Center Dr Ste 206, Newport Beach, CA 92660	94964xxxx0	a.j*******@e********.com									143
Anchor Capital Management Group	15 Enterprise Ste 450, Aliso Viejo, CA 92656	80029xxxx3	den*@a***********.com
Clearlight Partners	100 Bayview Pl #5000, Newport Beach, CA 92660	94972xxxx0	ajb@c*****************.com
Pacific Southwest Financial	4590 Macarthur Blvd Ste 345, Newport Beach, CA 92660	94929xxxx1	ada******@c*************.com
Raymond James Financial Services	2701 W Coast Hwy, Newport Beach, CA 92663	94963xxxx2
American Liberty	19000 Macarthur Blvd, Irvine, CA 92612	94962xxxx8	aar@a************.com							922714		79
South Coast Wealth Management	43 Corporate Park Ste 201, Irvine, CA 92606	94974xxxx1
Belcourt Investments Inc	513 30th St, Newport Beach, CA 92663	94972xxxx0
Remeo Realty	2130 Main St Ste 210, Huntington Beach, CA 92648	71437xxxx6	ld@r**********.com					5	7	811	3	830	5	3
Citivest Inc	4340 Von Karman Ave Ste 110, Newport Beach, CA 92660	94947xxxx0	ama****@c********.com							182	2	186
Ocean Heights Advisors, LLC	660 Newport Center Dr # 220, Newport Beach, CA 92660	94971xxxx6	dbr***@o****.com									2
Olson Management	4000 Westerly Pl Ste 257 Newport Beach, CA 92660	94947xxxx1
Tame Financial Services	474 E 17th St Costa Mesa, CA 92627	94965xxxx4
Victoria Barbisan - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx2	dns***@a*.com							58		58
Petra Chien	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx9	acc**********@f**********.com
Gary Lutwen - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx5	dns***@a*.com
RBC Wealth Management Branch - Newport Beach	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
Morgan Stanley Wealth Management	19000 Macarthur Blvd, Irvine, CA 92612	94964xxxx2	inf@m********************.com
Scalco Financial	207 East Broadway Unit 201 Long Beach, CA 90802	56243xxxx0	mar@s************.com	5	10	5	12
Spahr Financial Group	18682 Beach Blvd, Huntington Beach, CA 92648	71496xxxx0	bsp*@s***********.com
Conrad Management Corp	151 Kalmus Dr, Costa Mesa, CA 92626	94958xxxx0
Thompson, David	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Integrity Wealth Management	3991 Macarthur Blvd Ste 215, Newport Beach, CA 92660	94995xxxx8	inq****@i*********.com
Jennett David J	2222 Martin Ste 250, Irvine, CA 92612	94983xxxx6
AB Capital	Newport Beach, CA 92660	94949xxxx0	joh@t************.com
Seamount Financial Group, Inc.	738 E Chapman Ave Orange, CA 92866	80075xxxx6	aar@s**************.com
David Pearl - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx6	dav********@a*.com							136	3	136
Raymond James	660 Newport Center Dr Ste 570, Newport Beach, CA 92660	94964xxxx0
Securities America	23832 Rockfield Blvd Ste 135, Lake Forest, CA 92630	94985xxxx1	aad******@s**************.com
SNR VENTURES INC	14271 Jeffrey Rd, Irvine, CA 92620	94924xxxx1
Newport Assets Inc	14 Corporate Plaza Dr, Newport Beach, CA 92660	94975xxxx3
Geske David T	4685 Macarthur Ct Ste 210, Newport Beach, CA 92660	94975xxxx7
MAI Capital Management	4695 MacArthur Ct Suite 850, Newport Beach, CA 92660	21692xxxx0	aar@m.capital
Onitus Capital	3857 Birch St Ste 5059 Newport Beach, CA 92660	86091xxxx4	kso*@o**********.com			5	1			59		132
Pariax Private Wealth Management	500 Newport Center Dr # 625, Newport Beach, CA 92660	88872xxxx7	inf@p****.com
WM Investment Company	120 Danbury Ln, Irvine, CA 92618	94926xxxx5
Pinnacle Realty & Investment	18500 Von Karman Ave Ste 540, Irvine, CA 92612	94922xxxx9
Edward Jones - Financial Advisor: Chelsea M Peterson	949 S Coast Dr Ste 180, Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							73		74
Main Management Company	18700 Main St, Huntington Beach, CA 92648	71491xxxx0
Thielen Capital	19712 MacArthur Blvd Ste 222 Irvine, CA 92612	94929xxxx5
Silver Lake Investments	1303 Avocado Ave, Newport Beach, CA 92660	94970xxxx4
Banta Asset Management LP	517 30th St, Newport Beach, CA 92663	94967xxxx4	inf@b******************.com
Sagent Capital	4675 Macarthur Ct Ste 1270, Newport Beach, CA 92660	94975xxxx7
Thorp Edward O & Associates	610 Newport Center Drive Bsmt Newport Beach, CA 92660	94972xxxx0
Kava Ventures	12842 Newport Ave Apt 9, Tustin, CA 92780	71486xxxx5
Mauri D Hendrickson - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx3	dns***@a*.com
Louis Arlow - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Richland Investment	4100 Newport Place Dr Ste 800, Newport Beach, CA 92660	94926xxxx0	ann***@r****************.com
Global Investment Solutions	1300 Bristol St N Ste 208 Newport Beach, CA 92660	94966xxxx0
Bridgeport Investment Co	14841 Yorba St Ste 205, Tustin, CA 92780	71450xxxx5
Epic Financial Management	16787 beach blvd#150, Huntington Beach, CA 92647	71464xxxx7
Capital Group Companies	6470 Oak Cyn, Irvine, CA 92618	94997xxxx0	afi*****@a**********.com							170465
South Coast Investment Advisors	5140 Birch St, Newport Beach, CA 92660	94982xxxx5	ale*****@a***************.com
TD Ameritrade	17909 MacArthur Blvd Irvine, CA 92614	94922xxxx0	aam*********@t*********.com			1.7	17			393044		400000
Diligent Financial Group	20241 SW Birch St Ste 100, Newport Beach, CA 92660	94946xxxx7
Edward Jones - Financial Advisor: Jonathan Lien	16485 Laguna Canyon Rd Ste 255, Irvine, CA 92618	94975xxxx7	a.j*******@e********.com							87631		100000
Southern California Coins	640 El Camino Real Tustin, CA 92780	65724xxxx4	d_j@d**********************.business			4.5	26
Olivieri David Cfp	23201 Mill Creek Dr, Laguna Hills, CA 92653	94958xxxx9
Clearlight Partners	100 Bayview Cir Newport Beach, CA 92660	94972xxxx0	hdv@c*****************.com
Laguna Wealth Advisors, LLC	120 Vantis Dr Ste 300, Aliso Viejo, CA 92656	94946xxxx6	inf@l**********.com
Edward Jones - Financial Advisor: Tim Yost	3700 Newport Boulevard Ste 104 Newport Beach, CA 92663	94964xxxx6	acc********@e********.com			5	1			87605		100000
BNY Wealth Newport Beach CA	1600 Newport Center Dr Suite 200, Newport Beach, CA 92660	94939xxxx9	jes**********@b******.com
Thomas Seaman Co	3 Park Plz Ste 550, Irvine, CA 92614	94922xxxx1	ali*@t*********.com										5	1
DCG	260 Newport Center Drive Newport Beach, CA 92660	88875xxxx5		1	1
Laynie Johnson - Financial Advisor, Ameriprise Financial Services	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94943xxxx9	dns***@a*.com							320		356
Sierra Investment Group	550 Newport Center Dr, Newport Beach, CA 92660	94971xxxx4
Crown Wealth Management Inc	17011 Beach Blvd Ste 680, Huntington Beach, CA 92647	71496xxxx0	aka@c****.com
Reed Investment Co	1300 Bristol St N Ste N, Newport Beach, CA 92660	94985xxxx9
Maddy Stewart - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx7	dav***********@r.com									54
Edward Jones - Financial Advisor: Dwight L Beasley Jr	16400 Pacific Coast Hwy Ste 107, Huntington Beach, CA 92649	71437xxxx0	a.j*******@e********.com							85136		80
Edward Jones - Financial Advisor: Jonathan Lien	23101 Lake Center Dr Ste 340, Lake Forest, CA 92630	94969xxxx3	a.j*******@e********.com							87631		100000
Edward Jones Investments	45 Tulare Dr, Aliso Viejo, CA 92656	94933xxxx2	a.j*******@e********.com							87631		100000
Veranda Coastal Real Estate	2400 W Coast Hwy Ste I, Newport Beach, CA 92663	71442xxxx5
Cosgrove Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94946xxxx3	abc*@u.com
Fisher Investments	20 Pacifica Ste 630, Irvine, CA 92618	94977xxxx0	a.b******@f.com							161290	609	158000
Ryan Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com							14743		16000
Stewart, Maddy, AGT	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	dav***********@r.com									54
Belle Investment Corporation	1752 Langley Ave, Irvine, CA 92614	94986xxxx3
Branch Investment Group	20151 SW Birch St STE 220, Newport Beach, CA 92660	94968xxxx0
Pacific Investment Research	942 E Chapman Ave Orange, CA 92866	71473xxxx8	chi@p**********************.com		3			5	5			507
Equity Star	620 Newport Center Dr Fl 11th, Newport Beach, CA 92660	94949xxxx0
Morgan Stanley Wealth Management	302 Glenneyre St, Laguna Beach, CA 92651	94946xxxx0
Greenwich Capital Markets	19200 Von Karman Ave Ste 950, Irvine, CA 92612	94993xxxx0	as@g*******************.com
Nationwide Business Credit	2082 Business Center Dr, Irvine, CA 92612	94975xxxx5
Seaview Investors, LLC	3334 E Coast Hwy, Corona Del Mar, CA 92625	94956xxxx0	aho***@s*************.com
Financial Resources Group	660 Newport Center Dr UNIT 700, Newport Beach, CA 92660	94995xxxx5	inf@f*******************.com	5	8
Asset Preservation	5000 Birch Street Ste 550 Newport Beach, CA 92660	94930xxxx3	ang*@a********.com
Buchanan Street Partners	620 Newport Center Dr, Newport Beach, CA 92660	94972xxxx5	ade**@b***********.com	3.3	3
Securities America INC	2619 E Palmyra Ave, Orange, CA 92869	71499xxxx6	aar******@s**************.com
Peters, Michael T, CPA	1551 N Tustin Ave Ste 1000, Santa Ana, CA 92705	71454xxxx0	a.j**@r****.com							140	8	205
Edward Jones - Financial Advisor: Nasar Aboubakare	5952 Warner Ave, Huntington Beach, CA 92649	71484xxxx8
New Property Management Group	Huntington Beach, CA 92648	71463xxxx3
K Investment Co.	5000 Birch St tower suite 3000, Newport Beach, CA 92660	94994xxxx5
Sterling Insurance & Financial Group	100 Bayview Cir Ste 100 Newport Beach, CA 92660	94976xxxx9	adm@t************.com							296	114	288
Wilmington Trust	650 Town Center Dr, Costa Mesa, CA 92626	31030xxxx0	aam**@w************.com
Edward Jones	2223 E Wellington Ave Ste 310, Santa Ana, CA 92701	71454xxxx2
Check Capital Management	575 Anton Blvd 3rd Fl, Costa Mesa, CA 92626	71464xxxx9	aeb***@c*********.com									26
Edward Jones - Financial Advisor: Hooman Karbasion, CFP®	25201 Paseo De Alicia Ste 145, Laguna Hills, CA 92653	94972xxxx8	a.j*******@e********.com
Greg Cancino - Raymond James Financial Services	485 E 17th St Ste 300 Costa Mesa, CA 92626	71454xxxx1	aar********@r*********.com			5	1			17482		18000
HAUS GROUP	110 Newport Center Dr Ste 200, Newport Beach, CA 92660	94973xxxx1
Kathy Investment	445 E 17th St Ste C Costa Mesa, CA 92627	94954xxxx8
Tauras Capital Group	19800 Macarthur Blvd, Irvine, CA 92612	94965xxxx4
Vasco Assets	2024 Quail St, Newport Beach, CA 92660	94967xxxx0	ari@v**********.com	5	79
Great Far East	7700 Irvine Center Dr, Irvine, CA 92618	94958xxxx9	c18***************************@s***.wixpress
Nuveen Investments	Newport Beach, CA 92660	94976xxxx4	aar***********@n***.com							1816		2000
Oppenheimer & Co. Inc.	620 Newport Center Dr # 1000, Newport Beach, CA 92660	94921xxxx0	aal**@o********.com					4.5	23	630	165	726
Van Dyke Inc Investment & Wealth Management	18377 Beach Blvd Ste 326, Huntington Beach, CA 92648	71437xxxx0
Mountain Pacific Equities	Newport Beach, CA 92660	94976xxxx4
CentrePoint Financial Services	3151 Airway Ave Costa Mesa, CA 92626	94920xxxx1	sup**@o***********.com	1	1	1	1
Mavis Investments	3446 Via Oporto Newport Beach, CA 92663	94967xxxx4
Bridgewater Capital Corporation	610 Newport Center Drive Bsmt Newport Beach, CA 92660	94972xxxx6
Bockhold Investment Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	wms********@r.com							14743		16000
Pacific Asset Management	840 Newport Center Dr Ste 700, Newport Beach, CA 92660	94921xxxx0	Ari***********@a*********.com
Barouti Financial Services	4695 Macarthur Ct, Newport Beach, CA 92660	94985xxxx5
Interpacific Asset Management	5505 Garden Grove Blvd Ste 150, Westminster, CA 92683	71489xxxx4	aod****@i*************.com
Crystal Cove Advisors Inc	1101 Dove St Ste 120, Newport Beach, CA 92660	94938xxxx0	abu@d***************.com
Bablot Investments	1733 Monrovia Ave Ste V Costa Mesa, CA 92627	94957xxxx2	man*****@b**************.com	3.7	3
Umpqua Bank Home Lending	4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94987xxxx2	aar*******@u*******.com					4	1189	50650	669	49000
Everguard.ai	100 Spectrum Center Dr, Irvine, CA 92618	87721xxxx7	car**@e******.ai									132
Zeiger Capital Management Inc	2192 Martin Ste 145, Irvine, CA 92612	94975xxxx9
KPP Financial	18575 Jamboree Rd Ste 600 Irvine, CA 92629	80055xxxx1	ary@k*********.com			4	4
Mcnamara Brian Peter Cfp	3072 Rivoli Irvine, CA 92614	94947xxxx2
Becker Capital Partners	240 Newport Center Dr Newport Beach, CA 92660	94976xxxx0
Edward Jones - Financial Advisor: Daniel W Verdugo	790 The City Dr S Ste 430, Orange, CA 92868	71446xxxx6	a.j*******@e********.com									30
Edward Jones - Financial Advisor: Scott P Smith	16454 Bolsa Chica St, Huntington Beach, CA 92649	71437xxxx0	a.j*******@e********.com							85136
First Allied Securities	1200 Quail St Ste 225 Newport Beach, CA 92660	94947xxxx5
UBS Financial Services	888 San Clemente Dr Ste 400 Newport Beach, CA 92660	94976xxxx8	aar*****@u.com			1	1			230237		243000
Investors Trust	1 Upper Newport Plaza Dr, Newport Beach, CA 92660	94925xxxx1	afi**@i***********.com	5	1
Veracity Capital	4100 Newport Pl suite 255, Newport Beach, CA 92660	84450xxxx4	aly********@v************.com							54		58
Happy Investments - Newport Beach	3857 Birch St Ste 3006-G Newport Beach, CA 92660	94943xxxx9	hii**@g**.com
Clearview Wealth Management	4 Venture Ste 120 Irvine, CA 92618	94933xxxx4	abd****@c*********.com			5	8			107		111
Mariner	West Tower, 5000 Birch St Suite 367, Newport Beach, CA 92660	85734xxxx8	aar******@m******************.com	5	1
Flagstar Bank	19700 Fairchild Ste 146, Irvine, CA 92612	94985xxxx0	a.d****@f*****.com	1.5	2
Edward Jones - Financial Advisor: Eric W Connella, AAMS™	23601 Moulton Pkwy Ste D, Laguna Hills, CA 92653	94946xxxx4	a.j*******@e********.com							87631		100000
Cruttenden Partners	4600 Campus Dr Ste 110, Newport Beach, CA 92660	94939xxxx0	cor@c***************.com
Signature Resources	19900 Macarthur Blvd, Irvine, CA 92612	94993xxxx0	ahj*@f***********.com
Genuine Property Management	607 E Balboa Blvd, Newport Beach, CA 92661	94920xxxx4	car@g************.com							96	4	106	5	43
Andraca Investment Property Inc	2900 S Harbor Blvd, Santa Ana, CA 92704	71454xxxx8
Securities America Inc	4000 Westerly Pl Ste 245, Newport Beach, CA 92660	94947xxxx6	aad******@s**************.com
Tryon Company	18022 Cowan Ste 200B, Irvine, CA 92614	94933xxxx9
Signature Resources	19900 MacArthur Blvd Ste 900 Irvine, CA 92614	94993xxxx0	cfr*****@s**.com			2.6	5
Hollencrest Securities	100 Bayview Cir Ste 500, Newport Beach, CA 92660	94982xxxx0	ac@h**********.com
Aviation Capital Group	Serving theNewport Beach Area	94921xxxx0	860***********************************@w***************.com	5	4
Savino Advisory Group	4101 Birch St Ste 110 Newport Beach, CA 92660	94974xxxx0	joa@s*****************.com	3.7	9	2.7	7
song que realty & prop mgmt	Po Box 9803, Fountain Valley, CA 92728	71484xxxx5
Mercer Advisors Wealth Management	620 Newport Center Dr #1030, Newport Beach, CA 92660	80039xxxx4	aar******@m***********.com	3.7	3
Richland Investments	4100 Newport Place Dr Newport Beach, CA 92660	94926xxxx6
IWM Partners	3 Park Plz Ste 1490 Irvine, CA 92614	71479xxxx1	ahe*****@i********.com		5	5	3
AB Capital	15 Corporate Plaza Dr #200, Newport Beach, CA 92660	80097xxxx9	joh@t************.com
Morgan Stanley Wealth Management	5000 Birch St, Newport Beach, CA 92660	71475xxxx1
Brenen Capital Management Group	1601 Dove St Ste 291, Newport Beach, CA 92660	80058xxxx6
Michael Investment Co	17702 Mitchell N, Irvine, CA 92614	94995xxxx0
Trilogy Financial Services	17011 Beach Blvd Ste 800, Huntington Beach, CA 92647	71484xxxx7	aar********@t******.com							4143		4100
James Sams - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx9	dan*********@a*.com
BlackPlum Partners	Newport Beach, CA 92660	94987xxxx0
Harbor Island Group - Morgan Stanley	800 Newport Center Dr Ste 500, Newport Beach, CA 92660	94971xxxx1	acc********@m**********.com
Orange Management Co	1352 Irvine Blvd, Tustin, CA 92780	71450xxxx0	aal******@o*******.com
Sullivan Wealth Management Group	895 Dove St #300, Newport Beach, CA 92660	85547xxxx2	bra********@s********.com
Associates Asset Management	895 Dove St 3rd floor, Newport Beach, CA 92660	88852xxxx4	bid**@a******.com	3	4
Morgan Stanley	302 Glenneyre St, Laguna Beach, CA 92651	94946xxxx0	aar*********@m*********************.com
Randall Instruments Inc	17291 Irvine Blvd, Tustin, CA 92780	71466xxxx9
Newport Beach Securities Inc	18872 Macarthur Blvd Ste 100, Irvine, CA 92612	94933xxxx0
DAIM	120 Newport Center Dr, Newport Beach, CA 92660	94929xxxx2	hq@d***.io	5	3
Travis Combe - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx5	dan*********@a*.com									66
Optium Capital	620 Newport Center Dr #670, Newport Beach, CA 92660	94922xxxx6	ape@o**********.com
MultiBank Forex Exchange	450 Newport Center Dr Ste 500 Newport Beach, CA 92660	94993xxxx4
Morgan Stanley Wealth Management	2040 Main St Ste 600, Irvine, CA 92614	94980xxxx0	aar*********@m*********************.com
Schultz, Robert	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx5	wms********@r.com							12815
Lenders Investment Corp	2755 S Bristol St, Santa Ana, CA 92704	71454xxxx7
Urban Street Ventures	Newport Beach, CA 92660	80050xxxx1	inf@u*****.com			5	6			345		375
Sterk Investments Inc	600 City Pkwy W Ste 200, Orange, CA 92868	71493xxxx0
Metrovest Management	6 Liberty, Aliso Viejo, CA 92656	94936xxxx0	bho*@m******.net	4	2					587847		757000
Kenneth Franklin - Private Wealth Advisor, Ameriprise Financial Services	6B Liberty Ste 225, Aliso Viejo, CA 92656	94966xxxx8	din*******@a*.com							469	9	469
Sierra Asset Management	2525 Ocean Blvd, Corona Del Mar, CA 92625	94966xxxx4
Edward Jones	6813 Quail Hill Pkwy, Irvine, CA 92603	94982xxxx7	a.j*******@e********.com							87631		100000
Rok Capital LLC	610 Newport Center Dr, Newport Beach, CA 92660	94964xxxx2		5	12
Securities America	200 S A St, Tustin, CA 92780	71466xxxx1	aar******@s**************.com
Morgan Stanley Wealth Management	300 Spectrum Center Dr Ste 800, Irvine, CA 92618	94934xxxx0
Edward Jones - Financial Advisor: Nick Peterson, CRPS™	940 S Coast Dr Ste 250, Costa Mesa, CA 92626	71448xxxx9	a.j*******@e********.com									226
Atlantic Trust	4675 Macarthur Ct Ste 1150, Newport Beach, CA 92660	94966xxxx0	a.n****@a**********.com
Lang & Associates	5000 Birch St Ste 3000 Newport Beach, CA 92660	94926xxxx2		4	14
Ward Investment Co	2110 Newport Blvd, Costa Mesa, CA 92627	94964xxxx0
Hughes Westbrook Insurance	17220 Newhope St Ste 116, Fountain Valley, CA 92708	71454xxxx0	gre***@h***.com		85
Ohana Investment Management	850 Sandcastle Dr, Corona Del Mar, CA 92625	94976xxxx9
Diversified Pacific Partners	901 Dove St Ste 220, Newport Beach, CA 92660	94986xxxx5	jja***@d***********.com
Clearvue Capital	901 Dove St, Newport Beach, CA 92660	94929xxxx0	csa**@c*********.net
Primevest Financial	15343 Culver Dr, Irvine, CA 92604	94926xxxx1		3.2	9
Prism Investment Banking	19700 Fairchild Irvine, CA 92612	94983xxxx0
Edward Jones	2010 Main St Ste 310 Irvine, CA 92614	94975xxxx8	a.j*******@e********.com			5	1			87631		100000
Fidelity Investments Investor Center	2211 Michelson Dr Irvine, CA 92612	80033xxxx9	a61**@f*****.com			2.7	19
Third Eye Capital of Raymond James & Associates	660 Newport Center Dr # 570, Newport Beach, CA 92660	94973xxxx4	aar**********@r*********.com
Edward Jones	485 E 17th St Ste 100, Costa Mesa, CA 92627	94972xxxx4	a.j*******@e********.com							110		111
Schultz Richard	1171 Appian Way, Santa Ana, CA 92705	71473xxxx8
Donald E Torres - Private Wealth Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Maxim Capital Advisors Inc.	9160 Irvine Center Dr Ste 201, Irvine, CA 92618	94974xxxx3	inf@m******************.com
Morgan Stanley	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx1	acm*********@m**********.com
Scalene Capital Management	450 Newport Center Dr Newport Beach, CA 92660	94921xxxx1
American Strategic Capital Inc.	949 S Coast Dr, Costa Mesa, CA 92626	71452xxxx3
The Horgan Group of Raymond James	660 Newport Center Dr Suite 570, Newport Beach, CA 92660	94964xxxx0	aar********@r*********.com	5	1					17482		18000
Ersop.Com Inc	18141 Beach Blvd #300, Huntington Beach, CA 92648	86669xxxx7	adm@e**.com
Newport Capital	15 Corporate Plaza Dr Ste 250, Newport Beach, CA 92660	94975xxxx6
Optima Asset Management	1600 Dove St, Newport Beach, CA 92660	94985xxxx0	nn@o**********.com	3.7	6
Researchdx	13766 Alton Pkwy, Irvine, CA 92618	51033xxxx7	aav**@r*******.com
Number 1 Insurance	17111 Beach Blvd Ste 103, Huntington Beach, CA 92647	71484xxxx0	inf@n********.com	4.9	518								5	1
Bancorp Familiar	2024 N Broadway Ste 200, Santa Ana, CA 92706	71454xxxx0
Premier Finance	1974 Placentia Ave Costa Mesa, CA 92627	94951xxxx0				2.2	6
Klein, Martin	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	mar*******@r.com									157
Rio Rancho Group	23 Corporate Plaza Dr Ste 150 Newport beach, CA 92660	94947xxxx5		4.5	2
T N Investments Group, LLC	17220 Newhope St, Fountain Valley, CA 92708	71443xxxx4											1	3
Big Bear Capital	Serving theNewport Beach Area	56238xxxx6
LLC Cimco	250 Fischer Ave, Costa Mesa, CA 92626	71436xxxx0
Edward Jones - Financial Advisor: Cameron Rose	1525 Mesa Verde Dr E Ste 116 Costa Mesa, CA 92626	71443xxxx4	a.j*******@e********.com							87605		100000
Ihsv-Inc	2361 Campus Dr, Irvine, CA 92612	94961xxxx8	ihs*******@c***********.com
Tony May of Wedbush Securities	500 Newport Center Dr #850, Newport Beach, CA 92660	94971xxxx9	age*****@w****.com							4510	289	4500
Revitate	450 Newport Center Dr Suite 650, Newport Beach, CA 92660	94952xxxx4	cc1*@r*****.com
Equity West Capital Partners	3388 Via Lido - Fifth Floor, 3388 Via Lido #101b, Newport Beach, CA 92663	88845xxxx9	inf@e***************.com
Systematic Financial Management	500 Newport Center Dr, Newport Beach, CA 92660	94971xxxx1	apa*@s**.com
Cimco	3303 Harbor Blvd, Costa Mesa, CA 92626	71436xxxx0	joh@c********.com
Morgan Gold	19900 Macarthur Blvd Ste 150 Irvine, CA 92612	94982xxxx0				1	1
Alin Worldwide Investments	555 Ancon Blvd Suite 150, Costa Mesa, CA 92626	71426xxxx0
SBL \| Commercial Investments and Management	790 The City Dr S, Orange, CA 92868	71466xxxx8
Menlo Equities	4400 MacArthur Blvd Newport Beach, CA 92660	94986xxxx4	a**@m**********.com			1	1
CIBC Private Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94966xxxx0	acc*****@c*.com							2120		2200
Investment Development Services	2915 Red Hill Ave, Costa Mesa, CA 92626	71443xxxx4
D.A. Davidson	660 Newport Center Dr Ste 550, Newport Beach, CA 92660	94964xxxx0	a.a@d*********.com	1	2					925		1200
USA Asset Management	19200 Von Karman Ave Ste 500, Irvine, CA 92612	94922xxxx6
WCM Investment Management	281 Brooks St, Laguna Beach, CA 92651	94971xxxx0	aar@w******.com
Anchor Re Captital Management Co	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94933xxxx7
Hanna Capital Management	43 Post, Irvine, CA 92618	94927xxxx0	car******@a*****************.com							241	20	243
Kost Investment Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx9	the*******@r.com							80	8	83
Saatchi Investment Corporation	14200 Culver Dr, Irvine, CA 92604	94973xxxx6
Group 206	500 Newport Center Dr # 910, Newport Beach, CA 92660	94987xxxx0	adm@g*****.com
Financial Research Group	4500 Campus Dr Ste 135, Newport Beach, CA 92660	94975xxxx0
ASA Investment	Newport Beach, CA 92660	94965xxxx1
Welltower Inc	1640 Newport Blvd, Costa Mesa, CA 92627	94987xxxx9	aar@w******.com
TFC Credit Services	3941 S Bristol St Ste D-147 Santa Ana, CA 92626	80088xxxx2	adr*@c**.com
Atomi Financial Group	20 Executive Park Ste 120 Irvine, CA 92614	88853xxxx4	baf***************************@s***.wixpress			5	1
Corient	500 Newport Center Dr UNIT 700, Newport Beach, CA 92660	94994xxxx0	amy*******@c****.com
Solomon Financial Mortgage & Realty	3400 Irvine Ave Ste 221 Newport Beach, CA 92660	71440xxxx4	dav@s*******.com			5	2
Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services	333 City Blvd W 3rd Fl, Orange, CA 92868	81826xxxx0	dns***@a*.com									34
Spinnaker Investment Group, LLC	4100 MacArthur Blvd STE 120, Newport Beach, CA 92660	94939xxxx0	and*@s********.com	4.2	5					623	69	647
Morgan Stanley Wealth Management	660 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94971xxxx0
3 Pointe Financial	7545 Irvine Center Dr Irvine, CA 92618	94948xxxx8
Hankey Investment Company	2125 Westcliff Dr, Newport Beach, CA 92660	94954xxxx1	a.g@h**.com
Royal Alliance Assoc Inc	4701 Teller Ave Ste 101, Newport Beach, CA 92660	94926xxxx0	aba***@r**********.com							2760	26	3300
Edward Jones - Financial Advisor: Elizabeth P Thai	5952 Warner Ave, Huntington Beach, CA 92649	71470xxxx5	a.j*******@e********.com							87384		100000	5	1
Castapos Inc	4695 Macarthur Ct, Newport Beach, CA 92660	31044xxxx3	aid******@m******.com									4
Pinn Investments	4675 MacArthur Ct Suite 1410, Newport Beach, CA 92660	94966xxxx0	con**@p************.com
Euro Pacific Capital Inc	1201 Dove St # 200, Newport Beach, CA 92660	94947xxxx0	alb*@e****.com	3.7	3
Redmount Capital Partners LLC	23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660	94947xxxx2	cho*****@r************.com
Tarbox Family Office	500 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	bri@t***.com
R & B Investment	1762 San Juan St, Tustin, CA 92780	71473xxxx9
Hexeum Capital \| Financial Advisors, Wealth Management, Insurance Services	5000 Birch St tower suite 3000, Newport Beach, CA 92660	32338xxxx2	d_4**@y**.com
Tarbox Family Office	500 Newport Center Dr # 500, Newport Beach, CA 92660	94972xxxx0	bri@t***.com	4	1
NHL Funding	Newport Beach, CA 92660	94964xxxx0
Preferred Payment Plans	2865 E Coast Highway Ste 320, Corona Del Mar, CA 92625	80077xxxx0	ana****@a*****.com							4566		5300
Lufon Investments	17822 17th St Ste 212, Tustin, CA 92780	71422xxxx9	a.j*******@e********.com							85136
Vartanyan Wealth Management	2043 Westcliff Dr # 213, Newport Beach, CA 92660	94961xxxx4	ada*********@l.com							123		124
Edward Jones - Financial Advisor: Lee Norton, RICP®\|AAMS™	17822 17th St Ste 405, Tustin, CA 92780	71483xxxx6	a.j*******@e********.com									147
Createnu	Los Angeles, CA 92612	21329xxxx8	ati@c*******.com			5	2
Poole, Michael	500 Newport Center Dr, Newport Beach, CA 92660	94976xxxx4	ban********@e**.bankofamerica
Pacific Terra Wealth Management	4340 Von Karman Ave, Newport Beach, CA 92660	94940xxxx4
Pacific Park Financial Inc	101 Columbia, Aliso Viejo, CA 92656	94959xxxx4	gar@m***********.com
Edward Jones - Financial Advisor: Bob Josten	307 Marine Ave Ste 8 Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com
East End Asset Management	1300 Bristol St N Newport Beach, CA 92660	94926xxxx0
Edward Jones - Financial Advisor: Markus Wong	5410 Trabuco Rd Ste 110, Irvine, CA 92620	94955xxxx9	a.j*******@e********.com							87384		100000
Immensity Group	5000 Birch St Ste 3000 Newport Beach, CA 92660	86643xxxx3	ale@i***********.com			5	7
Envision Financial	18101 Von Karman Ave, Irvine, CA 92612	71424xxxx0	aam*******@e*.com
Associates Asset Management	20101 SW Birch St, Newport Beach, CA 92660	71467xxxx3	bid**@a******.com
Morgan Stanley Wealth Management	1901 Main St Ste 800, Irvine, CA 92614	94995xxxx0	acm*********@m**********.com
Riviera Capital	4299 MacArthur Blvd #205, Newport Beach, CA 92660	31099xxxx8	g@r********.com
Fabian Wealth Strategies Inc	3070 Bristol St Ste 610, Costa Mesa, CA 92626	71466xxxx3
The Zaepfel Group	5000 Newport Bch Newport Beach, CA 92660	94947xxxx7
Nick Socha - Northwestern Mutual	18575 Jamboree Rd Ste 400 Irvine, CA 92612	94962xxxx6	ade*******@n.com							46		49
Equico	535 Anton Blvd Ste 1100, Costa Mesa, CA 92626	71432xxxx0	abo***@r******.com
Procurus Wealth Management	4101 Birch St Ste 110, Newport Beach, CA 92660	94922xxxx8
Victory Vault Investments	2340 N Grand Ave, Santa Ana, CA 92705	71436xxxx5	vic*********************@g**.com
BanCorp Realty	2102 Business Center Dr, Irvine, CA 92612	94920xxxx9	b.g****@b**********.com										5	2
Duval Management Inc	4630 Campus Dr, Newport Beach, CA 92660	94926xxxx4
Edward Jones	2842 E Chapman Ave, Orange, CA 92869	71463xxxx1	a.j*******@e********.com							85136
Newport Wealth Advisors	4695 MacArthur Ct #1100, Newport Beach, CA 92660	87769xxxx7	bwe*@n******************.com	3.8	4
Integrity Financial Advisory	10101 Slater Ave Ste 250, Fountain Valley, CA 92708	71437xxxx8	adm@i********.com
Securities America Inc	1300 N Bristol St Ste 285, Newport Beach, CA 92660	94975xxxx0	aad******@s**************.com
Alpha Cubed Investments	450 Newport Center Dr Ste 440, Newport Beach, CA 92660	94970xxxx3	alp@a******************.com
Merrill Lynch Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx0	ale********@m.com	4	4
Surf City Investors, LLC	P.O. Box 6093, Huntingtn Bch, CA 92615	94968xxxx7	gab@s***************.com
Woodbury Financial Services	3070 Bristol St. Suite 500, Costa Mesa, CA 92626	94920xxxx4	bre@j********.com
Crossharbor Capital Partners	520 Newport Center Dr Ste 400, Newport Beach, CA 92660	94943xxxx0	aj@c*****************.com
Investors Realty & Management Inc	1151 Dove St, Newport Beach, CA 92660	94983xxxx4
Edward Jones	311 Main St, Seal Beach, CA 90740	56259xxxx0	a.j*******@e********.com							85136
CIBC Private Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94988xxxx0	alb*********@c*.com							2118		2200
Rodriquez Wealth Management	4340 Von Karman Ave Suite 101, Newport Beach, CA 92660	94968xxxx1	cat@r********.com	5	1
Perla Capital Group	4 Park Plz Ste 1240, Irvine, CA 92614	94925xxxx7
Set Sail Insurance Group	Huntington Beach, CA 92648	56281xxxx9	baf***************************@s***.wixpress			5	6	5	5			38
Fortis Capital Group LLC	620 Newport Center Dr, Newport Beach, CA 92660	94941xxxx2
Tieback Holdings LLC	620 Newport Center Dr Ste 630, Newport Beach, CA 92660	94927xxxx4
Newport Capital Advisors	23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660	88865xxxx7	cfa***@n*******************.com									95
Buffalo Capital Corporation	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94947xxxx9	jdo@b************.com
Beacon Pointe Advisors	24 Corporate Plaza Dr STE 150, Newport Beach, CA 92660	94971xxxx0	a.c*@b*********.com	5	1
Edward Jones - Financial Advisor: Mary B Molnar, CRPC™	2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625	94964xxxx6	a.j*******@e********.com									25
Edward Jones - Financial Advisor: Omar Houssainy	23046 Avenida De La Carlota, Laguna Hills, CA 92653	94936xxxx4	a.j*******@e********.com							85136
Global Investment Solutions	1300 N Bristol St Ste 200, Newport Beach, CA 92660	94966xxxx0	ski****@e******.net
ROW Asset Management	450 Newport Center Dr # 420, Newport Beach, CA 92660	94947xxxx0	asc*****@r**.com
David Tipple-Financial Advisor	12976 Main St, Garden Grove, CA 92840	71446xxxx4	aab**@b**********.com		12					40840	176	41000
Reserve Investments	4100 Newport Pl Suite 530, Newport Beach, CA 92660	94977xxxx1	mar@r****************.com
Beacon Pointe Advisors	610 Newport Center Dr Suite 830, Newport Beach, CA 92660	94971xxxx7	aba***@b*********.com
Edward Jones	180 E Main St, Tustin, CA 92780	71457xxxx9	a.j*******@e********.com							85136
Chi Luu - First Financial Security	2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704	71468xxxx2	chi@f**********.com	5	2	5	18
Stevens First Principles	4100 Newport Pl Dr Ste 720 Newport Beach, CA 92660	94925xxxx3	inf@d************.org
Rennie & Associates	1608 Galaxy Dr, Newport Beach, CA 92660	94965xxxx2
Newport Beach Wealth Management	120 Newport Center Dr, Newport Beach, CA 92660	94943xxxx4	aar********@r*********.com
Equico	575 Anton Blvd Ste 1100, Costa Mesa, CA 92626	71432xxxx0
Pacific Sun Financial Corp	95 Argonaut, Aliso Viejo, CA 92656	94971xxxx6	adm@p************.com
Wealth Management Corp	800 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	bra********@s********.com
Hollencrest Capital Management	100 Bayview Cir #500, Newport Beach, CA 92660	94973xxxx0	cam***@h********.com	3.5	4
McCarthy Wealth Management	3300 Irvine Ave, Newport Beach, CA 92660	71424xxxx1	inf@m*********.com									294
Level Four Group	1920 Main St Ste 1090, Irvine, CA 92614	94977xxxx1	aha*@l***************.com
Sperry Van Ness	18881 Von Karman Ave Ste 800, Irvine, CA 92612	94970xxxx0	aar******@s.com							1207	5
Yaltin Investments	6 Monterey Cir, Corona Del Mar, CA 92625	94972xxxx0
Sage Mint Wealth	2600 Michelson Dr Ste 950 Irvine, CA 92612	71493xxxx0	inf@s************.com			5	1
Tradewinds Financial Group	620 Newport Center Dr Ste 1100 Newport Beach, CA 92660	94920xxxx6	use@d****.com
Investment Properties II	3146 Red Hill Ave, Costa Mesa, CA 92626	71497xxxx0	bfe****@i*****************.com
Wcm Investment Management	23702 Birtcher Dr, Lake Forest, CA 92630	94938xxxx0	aar@w******.com
Ruesoff Asset Management	28436 Chat Dr, Laguna Niguel, CA 92677	94977xxxx6
Platinum Wealth Group	5000 Birch St, Newport Beach, CA 92660	71433xxxx5	877***********************************@w***************.com
Trilogy Financial Services Inc.	2601 Main St Ste 200, Irvine, CA 92614	94922xxxx5	adm@t******.com
Chariots Empire Investments, Inc.	2030 Main St, Irvine, CA 92614	87758xxxx6
Edward Jones - Financial Advisor: Louis W Rizzacasa	790 The City Dr S Ste 430, Orange, CA 92868	71446xxxx6
Yhc Wealth Management Group	18396 Brookhurst St, Fountain Valley, CA 92708	71496xxxx0	pgb****@w****************.com							199	5	205
Integrative Financial Management - Ameriprise Financial Services	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx2	bri*********@a*.com							73		77
Morgan Stanley	1901 Main St, Irvine, CA 92614	94980xxxx1	a.c****@p******.com							113356	3087	131000
Capital Reserve Advisors Inc	5015 Birch St, Newport Beach, CA 92660	94975xxxx9
Crown Bay Wealth	610 Newport Center Dr Suite 410, Newport Beach, CA 92660	94988xxxx9	inf@c************.com
Henry, Daniel S	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8
Insite Realty Advisors	5000 Birch St Ste 400 Newport Beach, CA 92660	94933xxxx0	amb@i*****************.com
Strategic Financial Group	18191 Von Karman Ave Ste 100, Irvine, CA 92612	94962xxxx0
Yosemite Capital Management	5120 Birch St Suite 100, Newport Beach, CA 92660	71473xxxx0	aan***@y************.com
Robert M. Densmore	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx9
Halbrook MacDonald Wealth Management Team	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
Edward Jones - Financial Advisor: Markus Wong	250 Newport Center Dr Ste 206, Newport Beach, CA 92660	94964xxxx0	a.j*******@e********.com							72		74
Judy Kim - Financial Advisor, Ameriprise Financial Services	780 Roosevelt Ste 214, Irvine, CA 92620	90939xxxx9	cam********@a*.com		15
Stamper Capital & Investments Inc	2721 E Coast Hwy Ste 205, Corona Del Mar, CA 92625	94967xxxx7	sep********************@r**********.com
Legacy investments	2320 Harbor Blvd # 200, Costa Mesa, CA 92626	88861xxxx1
Yosemite Capital Mangagement	17822 17th St, Tustin, CA 92780	71473xxxx0
Mortgage Vintage	260 Newport Ctr Dr Ste 404 Newport Beach, CA 92660	94963xxxx5	daw@m*************.com			4.6	17
Royal Alliance Assoc Inc	12377 Lewis St Ste 102, Garden Grove, CA 92840	71475xxxx9
Westerly Investments	2715 W Coast Hwy Newport Beach, CA 92663	94963xxxx9
Nuveen Investments	1 Park Plz Ste 325, Irvine, CA 92614	94944xxxx0	aar***********@n***.com							1812		2000
Ensemble Wealth Management	9870 Research Dr Irvine, CA 92618	86658xxxx4	ana***@e*******.com	5	9					156	36	162
Investor Financial Services	12676 Hoover St, Garden Grove, CA 92841	71479xxxx9	inf@w***.com
Wealth Management Solutions. LLC	East Tower, 4000 MacArthur Blvd, Newport Beach, CA 92660	94947xxxx0	inf@w*****.com
Berkshire Hathaway Home Services	1400 Newport Center Dr Ste 200, Newport Beach, CA 92660	71442xxxx0	a@b*************.com	4.3	11			4.8	243	10856	239	11000
Denis Doulgeropoulos - Mass Mutual	2020 Main St Ste 1200 Irvine, CA 92614	76065xxxx0	DDo**********@f***********.com			5	1			136		141
Kodiak Capital Group	260 Newport Center Dr Newport Beach, CA 92660	94943xxxx0	inv******@k********.com
Quintessential Financial	2372 SE Bristol St Ste C Newport Beach, CA 92660	94977xxxx5	inf@m***********.com		6	5	1	4.6	153	69126	796	68000
Edward Jones - Financial Advisor: Mike Borgman	18200 Von Karman Ave, Irvine, CA 92612	94975xxxx3	a.j*******@e********.com										5	1
Capital Asset Advisors	660 Newport Center Drive Bsmt Newport Beach, CA 92660	94970xxxx0
Ray Valencia	3991 MacArthur Blvd Ste 215 Newport Beach, CA 92660	94995xxxx8	ray*******@p*******.com
Cobalt Unlimited	10055 Slater Ave Ste 260 Fountain Valley, CA 92708	71489xxxx0	mel**@c**************.com			5	2			219	3	214
Warren Street Wealth Advisors	4041 MacArthur Blvd Ste 400 Newport Beach, CA 92660	65750xxxx5	bla@w***************.com			5	17
Green Street Advisors	660 Newport Center Dr Ste 800, Newport Beach, CA 92660	94999xxxx0
Advisor Solution's Group Inc	1300 Bristol St N Ste 100, Newport Beach, CA 92660	94925xxxx5	ccu**@a******************.com
Morgan Stanley	2677 N Main St, Santa Ana, CA 92705	71483xxxx1	adm@b*****.com
Avp Advisors	3300 Irvine Ave Newport Beach, CA 92660	94948xxxx2
Saint Investment Group Inc.	555 Anton Blvd Suite 225, Costa Mesa, CA 92626	71433xxxx0
Carter Law Firm-Newport Office	23 Corporate Plaza Dr, Newport Beach, CA 92660	94923xxxx9	bia*@c**********.net							502	3	500
Knightsbridge Asset Management	450 Newport Center Dr, Newport Beach, CA 92660	94964xxxx4	har@k******.com
VALHALLA FIDUCIARY	120 Newport Center Dr, Newport Beach, CA 92660	94933xxxx7
Kostichuk Steve	15355 Brookhurst St, Westminster, CA 92683	71483xxxx9
Lea Inouye - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx8	dns***@a*.com
Gerber Kawasaki Wealth & Investment Management	2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405	42456xxxx0	a18***************************@s***.wixpress	4.6	138	4.8	198
Karl H Romero & Associates, Inc	1585 E 17th St Santa Ana, CA 92705	71454xxxx7	kar*********@w********.com
Greenberg Graham Advisors	575 Anton Blvd, Costa Mesa, CA 92626	71443xxxx0	jgr**@g*******.com
Bernstein Investment Consultants	660 Newport Center Dr Ste 470 Newport Beach, CA 92660	31096xxxx9	jor@b***************************.com	5	3
Wohl Investment Co	14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660	94970xxxx0	re@w*************.com
Flagstar Bank	949 S Coast Dr Ste 100, Costa Mesa, CA 92626	71454xxxx0	aar******@f*****.com
Vincent Lovoy - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
Inverness Graham Investments LP	15707 Rockfield Blvd, Irvine, CA 92618	94922xxxx0	aam@i************.com
C3 Private Wealth Advisors - Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	c3p******************@a*.com
Check Capital Management	575 Anton Blvd # 500, Costa Mesa, CA 92626	80071xxxx7	aeb***@c*********.com	4.6	18
Newport Advisory	4695 Macarthur Ct, Newport Beach, CA 92660	94962xxxx0	aj@n**************.com
American Healthcare REIT, Inc	18191 Von Karman Ave, Irvine, CA 92612	94927xxxx0	inf@a*****.com
J & E Brothers Investments LLC	7861 Clay Ave 9, Huntington Beach, CA 92648	71442xxxx8	abc*@m**.com
Brent Rupnow - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx9	bre*******@a*.com
Dynamic Firm Management	4570 Campus Dr, Newport Beach, CA 92660	71497xxxx0	mcc@d********.com
Ajilon	4675 Macarthur Ct Ste 470, Newport Beach, CA 92660	94995xxxx4
Martin Klein - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	mar*******@r.com									157
KO Investments	220 Newport Center Dr STE 1108, Newport Beach, CA 92660	94962xxxx4		5	10
Mitchell Capital Management Inc	3187 Airway Ave, Costa Mesa, CA 92626	71443xxxx2	dgo**@g*************.com
Tranzon Asset Strategies	9980 Irvine Center Dr Ste 100, Irvine, CA 92618	88831xxxx4	adv**@t****.com							11393		12000
David Rae Certified Financial Planner	Huntington Beach, CA 92647	31075xxxx0	dav****@f***************.com
American Gateaway Regional Centers LLC	930 roosevelt DR Ste 325, Irvine, CA 92620	71430xxxx1
Orange Capital Management	333 S Anita Dr Ste 700 Orange, CA 92868	71463xxxx1	agu****@o********************.com			3	2
Confluence Wealth Management Group - Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	90939xxxx9	cam********@a*.com							16	15	20
Global Investment Management	9602 Hamilton Ave, Huntington Beach, CA 92646	71496xxxx7
First American Trust	5 First American Way, Santa Ana, CA 92707	71464xxxx7	acc********@f****.com	3.2	5					5257		5800	5	1
Allianz Asset Management Of America	650 Newport Center Dr, Newport Beach, CA 92660	94921xxxx0		1	1
Birch Capital	5000 Birch St Ste 3000, Newport Beach, CA 92660	88838xxxx7	ale@b******.com
Gardena Financial	1516 W Redondo Beach Blvd, Gardena, CA 90247	42499xxxx9		4.8	35	4.7	159			45
Kicap Management	500 Newport Center Dr Newport Beach, CA 92660	94970xxxx0
David Thompson - RBC Wealth Management Branch Director	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Newport Beach Investment Group LLC	23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660	94990xxxx8	inf@n********.com
Alpha Wealth Partners	4343 Von Karman Ave Ste 250i, Newport Beach, CA 92660	94942xxxx0	dee@a**************.com	5	1
H Roark Investment Banking Inc.	4750 Von Karman Ave, Newport Beach, CA 92660	94925xxxx5
Adam MacDonald - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx5
Vincent Lovoy	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx4	acc**********@f**********.com
CB CAPITAL PARTNERS, INC.	620 Newport Center Dr # 1100, Newport Beach, CA 92660	94941xxxx0	ale****@c******.com
Neuberger Berman	620 Newport Center Dr Ste 250, Newport Beach, CA 92660	94946xxxx0	abc**@n.com
Onitus Capital, LLC	3857 Birch St Suite #5059, Newport Beach, CA 92660	86091xxxx4	kso*@o**********.com	5	9
Edward Jones - Financial Advisor: Stephanie Bartels	500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740	56243xxxx6	a.j*******@e********.com
Salout Insurance Solutions	15520 Rockfield Blvd Ste G Irvine, CA 92618	71431xxxx9				5	6
Medici Capital	520 Newport Center Dr #620, Newport Beach, CA 92660	94970xxxx5
OC Financial Group	134 Liberty St, Tustin, CA 92782	94937xxxx4	joh@o**************.com
Legacy & Wealth Financial Advisors	300 Spectrum Ctr Dr Ste 400 Irvine, CA 92618	94952xxxx5	imp****@g**.com			5	36
Maxim Capitol Advisors Inc	4695 Macarthur Ct, Newport Beach, CA 92660	94975xxxx3	ant**@c****************.net
Edward Jones - Financial Advisor: Jonathan Goodwin	24422 Avenida De La Carlota Ste 270, Laguna Hills, CA 92653	94983xxxx5	a.j*******@e********.com							87605		100000
SeaCliff Realty, Inc.	2130 Main St Ste 150, Huntington Beach, CA 92648	71486xxxx1
Edward Jones - Financial Advisor: Nathan Kieu	19742 Macarthur Blvd, Irvine, CA 92612	94972xxxx8	a.j*******@e********.com							87631		100000
Bradstreet Investment Co.	121 Agate Ave, Newport Beach, CA 92662	94972xxxx2
Edward Jones - Financial Advisor: Mary E Molnar	2121 E Coast Hwy Ste 130 Corona Del Mar, CA 92625	94964xxxx6	a.j*******@e********.com									25
Tblake Enterprises Lld	341 Bayside Dr Newport Beach, CA 92660	94972xxxx0
Scottrade - Online Trading & Stock	13209 Jamboree Rd, Tustin, CA 92782	71466xxxx2	dns***@s***.com
Tremont Realty Capital	1786 Orange Ave, Costa Mesa, CA 92627	94921xxxx0
LRES Corporation	765 The City Dr S, Orange, CA 92868	71452xxxx7	ada@l**.com
Wealth Management Services Inc	15771 Grey Oaks St, Westminster, CA 92683	71479xxxx9	inf@w***.com
Edward Jones - Financial Advisor: Trisha M Braunstein	3621 Harbor Blvd Ste 140, Santa Ana, CA 92704	94963xxxx1	a.j*******@e********.com							48		91
DiCambio Wealth Management of Raymond James	660 Newport Center Dr # 570, Newport Beach, CA 92660	94973xxxx7	aar**********@r*********.com							17451		18000
Skyhill Financial, Inc	5762 Bolsa Ave, Huntington Beach, CA 92649	71465xxxx8	bra****@s*************.com
Needelman Asset Management Inc	111 Pacifica Ste 140, Irvine, CA 92618	94945xxxx3	sam@m*********.com
American Funds	6455 Irvine Center Dr, Irvine, CA 92618	94997xxxx0	afi*****@a**********.com	3.9	18					170891		185000
Edward Jones - Financial Advisor: Erik L Jolliff	485 E 17th St Ste 100 Costa Mesa, CA 92627	94972xxxx4	a.j*******@e********.com							87605		100000
Ankona Capital	800 Newport Center Dr #100, Newport Beach, CA 92660	94979xxxx2	inf@a*******.com
Lifestyle Financial Services	4675 Macarthur Ct, Newport Beach, CA 92660	94983xxxx3	aar*******@s****.com							9472		9500
Comprehensive Financial Inc	16520 Bake Pkwy, Irvine, CA 92618	94950xxxx7	cor**@c***********.com							197	12	215
Marion Consulting	1604 E 4th St Ste A, Santa Ana, CA 92701	71424xxxx4	aga**@k**********.com
Kovitz	30 Enterprise Ste 210, Aliso Viejo, CA 92656	94949xxxx5	aar@k***.com
Waba Senior Citizens’ Benefit Association	2183 Fairview Rd Costa Mesa, CA 92627	94965xxxx0
Edward Jones - Financial Advisor: Jaime A. Torres	7755 Center Ave Ste 1010, Huntington Beach, CA 92647	71490xxxx6
Empirical Wealth Management	450 Newport Center Dr #400, Newport Beach, CA 92660		aba**@e******.net
Buchanan Street Partners	3501 Jamboree Rd Ste 4200, Newport Beach, CA 92660	94972xxxx4	ade**@b***********.com	3.3	3
Tu Tran Cfp	17822 17th St, Tustin, CA 92780	71473xxxx1
CWS Capital Partners	14 Corporate Plaza Dr Ste 210, Newport Beach, CA 92660	94964xxxx0	ama**@c*******.com	3.5	4
Balboa Wealth Partners	130 Newport Center Dr Suite 240, Newport Beach, CA 92660	94944xxxx5	aar****@b*********.com	3	2
Edward Jones - Financial Advisor: Amy A Holley, CEPA®\|AAMS™\|CRPC™	18837 Brookhurst St Ste 205, Fountain Valley, CA 92708	71496xxxx4	a.j*******@e********.com							87384		100000
Amrit Mathur - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	amr*******@r.com
Engaged Capital	610 Newport Center Dr, Newport Beach, CA 92660	94973xxxx0	aju@e***********.com
Theresa Kost - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx9	the*******@r.com							80	8	83
Armilla Partners	1221 West Coast Hwy #213, Newport Beach, CA 92663	94946xxxx0	inf@a*************.com
Mamey Investment Corporation	4 Corporate Plaza Dr STE 150, Newport Beach, CA 92660	94985xxxx0	inf@m***.net
Online Trading Academy	17780 Fitch Ste 200 Irvine, CA 92614	88843xxxx2	abi@t************.com			3.9	132			109528	203	117000
Self Directed IRA Corp	1150 Main St Ste E Irvine, CA 92614	94974xxxx4
Wells Fargo Private Bank	5 Park Plz, Irvine, CA 92614	94925xxxx6	aar********@w*******.com							155184		11
Trusted Policy Funds	23046 Avenida De La Carlota Ste 600, Laguna Hills, CA 92653	94951xxxx8
Jas Global Investments	3400 Via Oporto Ste 104 Newport Beach, CA 92663	94972xxxx7
SO-CAL Capital	20280 SW Acacia St Ste 115 Newport Beach, CA 92660	94952xxxx6	44f***********************************@w***************.com
LongTail Alpha	500 Newport Center Dr, Newport Beach, CA 92660	94970xxxx7	com*****@l**********.com
NewCoast Wealth Advisors - UBS Financial Services Inc.	888 San Clemente Dr Suite 300, Newport Beach, CA 92660	94971xxxx5	bre*********@u.com
Johny Makhijani - Financial Advisor, Ameriprise Financial Services	14771 Plaza Dr Ste M, Tustin, CA 92780	94925xxxx2	dns***@a*.com							117		125
Edward Jones - Financial Advisor: Tom Choi	2121 E Coast Hwy Ste 130, Corona Del Mar, CA 92625	94964xxxx6	a.j*******@e********.com							87631		100000
McGregor Financial Group Inc	19762 Macarthur Blvd, Irvine, CA 92612	94972xxxx8
Edward Jones - Financial Advisor: Bob Josten	307 Marine Ave, Newport Beach, CA 92662	94972xxxx7	a.j*******@e********.com							87631		100000
Edward Jones - Financial Advisor: Michael R Long	18002 Irvine Blvd Ste 102, Tustin, CA 92780	71468xxxx1	acc********@e********.com							86230		96000
Falcon Wealth Planning	2030 Main St Fl 13 Irvine, CA 92614	85596xxxx6	cca***@f*****************.com
Linco Investment Company	1107 Quail St, Newport Beach, CA 92660	94922xxxx0
Labarthe, Jeff	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2
Mischler Financial Group Inc	1111 Bayside Dr Ste 100, Corona Del Mar, CA 92625	94972xxxx0	agu*****@m**************.com					5	5			89
Pence Wealth Management - Financial Advisors	5000 Birch St #8000, Newport Beach, CA 92660	94966xxxx7	aay**********@l.com	5	1					1234	37	1312
The KFK Group	4000 Barranca Pkwy Ste 250 Irvine, CA 92604	94926xxxx3	ern*@t********.com
Edward Jones	2540 Main St Ste W, Irvine, CA 92614	94986xxxx6
Cooke Wealth Management	18881 Von Karman Ave Ste 1420 Irvine, CA 92612	94972xxxx0	coo******@c***********.com	5	2
Goodwind Ventures	2901 W Coast Hwy Newport Beach, CA 92663	94925xxxx3
Quan Financial	1011 Brioso Dr Ste 109 Costa Mesa, CA 92627		cha@q***********.com	5	1	5	1			54	7	53
Ida Pacific	1501 Westcliff Dr Newport Beach, CA 92660	94955xxxx2
UBS Financial Services Inc	888 San Clemente Dr # 300, Newport Beach CA, 92660, Newport Beach, CA 92660	94976xxxx8	aar*****@u.com							230237		243000
Advanced Planning Group	4770 Campus Dr, Newport Beach, CA 92660	95177xxxx3	ada@t********.org							51	9
Martin Commercial Grp	1360 Ritchey St, Santa Ana, CA 92705	71454xxxx0	ela*******@m**.com
Option Investments, Inc. (OpVest)	300 Spectrum Center Dr Ste 1030, Irvine, CA 92618	94926xxxx0	aci******@o***.com
Financial Managers Jmb	43 Corporate Park Ste 104, Irvine, CA 92606	94925xxxx4	jac******@c***********.com
Crescent Bay Advisors, Inc.	2101 E Coast Hwy Ste 120, Corona Dl Mar, CA 92625	94971xxxx7	inf@c*****************.com
American Express	9261 Krepp Dr, Huntington Beach, CA 92646	71496xxxx0	aar@a************.com							898016
Strada Capital Group	100 Spectrum Center Dr Ste 900, Irvine, CA 92618	94978xxxx0	ana****@s**********.com							6191	113	5900
Griffin Capital Securities	18191 Von Karman Ave, Irvine, CA 92612	94927xxxx0	ada@g************.com
Stifel	895 Dove St Ste 400, Newport Beach, CA 92660	94925xxxx4	abb**@s***.com							4756		5200
AMS Real Estate Services	4040 MacArthur Blvd Ste 309, Newport Beach, CA 92660	94967xxxx3	inf@a********.com	3	2							597
Edward Jones - Financial Advisor: Stephen L Rhorer, CEPA®	1525 Mesa Verde Dr E Ste 116, Costa Mesa, CA 92626	71443xxxx4	a.j*******@e********.com							278	3	286
The Roya Cole Group - Morgan Stanley	800 Newport Center Dr Ste 500, Newport Beach, CA 92660	94976xxxx0	acc********@m**********.com
Askew Kabala & Co. Inc.	242 W Main St, Tustin, CA 92780	71450xxxx0	con**@a********.com
Row Asset Management	450 Newport Center Dr, Newport Beach, CA 92660	94947xxxx1	ak@r****.com
Catalina Capital Management	1300 Bristol St N Newport Beach, CA 92660	94926xxxx0
Zuk C L & Associates	22936 El Toro Rd, Lake Forest, CA 92630	94947xxxx5	adm@z*********.com
MAP Alternative Asset Management Co	620 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94970xxxx0
Spectrum Asset Management Inc.	450 Newport Center Dr, Newport Beach, CA 92660	94995xxxx1	ach*@m*******.com							166767	126	187000
Triton Investment Advisors	18672 Florida St Ste 202B, Huntington Beach, CA 92648	71437xxxx0
Frontier Real Estate Investments	610 Newport Center Dr Ste 1520, Newport Beach, Ca 92660	94935xxxx0
Pure Financial Advisors	2020 Main St Ste 690 Irvine, CA 92614	94977xxxx0	abb******@p**********.com							1667		1700
Signature Estates and Investment Advisors	2010 Main St, Irvine, CA 92614	94970xxxx8	adm@s*.com
AXONE CAPITAL	4340 Von Karman Ave SUITE 250, Newport Beach, CA 92660	94972xxxx8
Investor Solutions Group	18377 Beach Blvd Ste 323, Huntington Beach, CA 92648	71484xxxx5
Thomas E Smith - Financial Advisor, Ameriprise Financial Services	2020 Main St Ste 250, Irvine, CA 92614	94933xxxx0	dns***@a*.com
Annette Di Bello, CPA, CFP® - Di Bello Financial Inc.	9870 Research Dr Irvine, CA 92618	94971xxxx0	bbo*@d****************.com			4.2	6
Oc Realty Advisors	1 Technology Dr, Irvine, CA 92618	61224xxxx0											5	1
Basdakis Wealth Management Group	114 Pacifica Ste 320 Irvine, CA 92618	94950xxxx5
Edward Jones - Financial Advisor: Jason Jiang	18200 Von Karman Ave Ste 560 Irvine, CA 92612	94975xxxx3	a.j*******@e********.com			5	2
Barbara Stowell: LPL Financial Advisor	9550 Warner Ave Ste 300, Fountain Valley, CA 92708	71496xxxx0	ahe*****@i********.com										5	1
Newport Venture Capital	23 Corporate Plaza Dr, Newport Beach, CA 92660	94964xxxx1	mwe*****@n******.com							56467		62000
Nicholas Khoudari - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Swick Lam Assett Management	940 S Coast Dr, Costa Mesa, CA 92626	71485xxxx0
Fidelity Investments	1600 Newport Center Dr Suite 100, Newport Beach, CA 92660	80036xxxx0	a61**@f*****.com	3.5	2					329254		353000
McDonnell Investment Management	24872 Golden Vis, Laguna Niguel, CA 92677	94936xxxx2	b.c***@m*****************.com
Linco Investment Company	4041 MacArthur Blvd Ste 350 Newport Beach, CA 92660	94922xxxx0
Crossmark Financial	1601 Dove St Ste 199, Newport Beach, CA 92660	94944xxxx0	bry@c***************.com
Jim Bray - Signature Estate & Investment Advisors	610 Newport Center Dr Ste 300 Newport Beach, CA 92660	94970xxxx8	ala**@s*.com
Wealth Compile	4100 Newport Pl Ste 760 Newport Beach, CA 92660	94930xxxx3
Parsons Robert J Investments	110 Newport Center Dr Newport Beach, CA 92660	94964xxxx2
Rockwater Group Investment	620 Newport Center Dr Newport Beach, CA 92660	94972xxxx0
Sanjay and Amrit Mathur	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	amr*******@r.com
AK Financial	6 Venture Ste 390, Irvine, CA 92618	94978xxxx0	ak@a***************.com					5	17			119
SageView Advisory Group	1920 Main St Ste 800, Irvine, CA 92614	80081xxxx2	ach@s*************.com							150	6	158
Applied Financial Planning	100 Pacifica Ste 400 Irvine, CA 92618	71492xxxx0	inf@a**********.com			4	9			264	17	265
Jay DeRusso	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx8	acc**********@f**********.com
Ringler Associates	1301 Dove St Newport Beach, CA 92660	94983xxxx0	a.p**@r**************.com							374		398
Concord Investment Council	9811 Irvine Center Dr, Irvine, CA 92618	94985xxxx0	gid*@c****.com							52	2	53
Windjammer Capital Investors	840 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	afa**@w**************.com
Tyler James Pace, CPA, MAFM	3000 Ladrillo Aisle, Irvine, CA 92606	94942xxxx5
South Coast Wealth Management	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx7
Access Inc	19762 Macarthur Blvd, Irvine, CA 92612	94975xxxx0
Plus EV Capital	5000 Birch St. Suite 3000, Newport Beach, CA 92660	94937xxxx0
The March Group	7545 Irvine Center Dr, Irvine, CA 92618	94962xxxx5
Terrada Investment Corp	4940 Campus Dr Ste C, Newport Beach, CA 92660	94975xxxx0
BKM Capital Partners	1701 Quail St #100, Newport Beach, CA 92660	94956xxxx0	aar@b***************.com	5	3			5	5	81	19	93
Needleman Asset Management	1301 Dove St, Newport Beach, CA 92660	94938xxxx0	ach*@m*******.com
APEX Investment Planning Services	424 32nd St Ste A, Newport Beach, CA 92663	94966xxxx0	bai**@b*****.com
Diversified Real Property Management	180 E Main St Ste 101, Tustin, CA 92780	71454xxxx5	ahm@d******.com
Unique Investment Corps	7028 Kearny Dr, Huntington Beach, CA 92648	71484xxxx0	inf@u************.com
Amchamp	1802 Holly Tree Ln, Santa Ana, CA 92705	90926xxxx1
Charles Fish Investments	2010 Main St Ste 130, Irvine, CA 92614	94929xxxx0
Warren Street Wealth Advisors, LLC	4041 MacArthur Blvd Suite 400, Newport Beach, CA 92660	71487xxxx0	bla@w***************.com	5	15
Athos Capital Advisors	Newport Beach, CA 92660	31097xxxx5	cli********@a*****************.com									13
Owen Zhang - OZ Wealth Management	530 Technology Dr Ste 100 Irvine, CA 92618	94952xxxx3	zha*******@g**.com			5	19
Trustee Corp	30 Corporate Park Ste 400, Irvine, CA 92606	94925xxxx0	abu**@t*********.com					5	7	245	15	245
Raymond James	14102 Montgomery Dr, Westminster, CA 92683	71489xxxx3	aar**********@r*********.com
Kayne Anderson Rudnick	23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660	80023xxxx4	aar****@k**.com
MHG Capital	520 Newport Center Dr Flr. 2, Newport Beach, CA 92660	94920xxxx5	inf@m********.com
Hollencrest Securities	3501 Jamboree Rd, Newport Beach, CA 92660	94973xxxx5	ac@h**********.com
California Private Wealth Management	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94921xxxx9
Integrity Wealth Management	3991 MacArthur Blvd, Newport Beach, CA 92660	94995xxxx8	eve*@i*********.com	5	2					139		146
Asset Management	417 S Broadway, Santa Ana, CA 92701	94928xxxx9
Fair Trade Real Estate	5 Park Plz Ste 1150, Irvine, CA 92614	94997xxxx8	a30***********************************@w***************.com					5	15	871	85	981
Clearview Investment Partners	250 Newport Center Dr Ste 300, Newport Beach, CA 92660	94920xxxx0	fir@c****.com
Newport Equity Partners	2901 W Coast Hwy Newport Beach, CA 92663	94925xxxx6
Sol Terra Estates & Lending Inc.	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94962xxxx5	geo*@s************.com							363	7	354
Cayler Capital	895 Dove St, Newport Beach, CA 92660	32363xxxx0	bre@c**********.com
Wealth Strategies Group	950 S Coast Dr Ste 115, Costa Mesa, CA 92626	71438xxxx0	inf@w*******************.com							16		18
Wirth Financial Services	17941 Mitchell S, Irvine, CA 92614	94985xxxx5	joh@t*******.com	5	2
Rialto Capital Management	520 Newport Center Dr, Newport Beach, CA 92660	94938xxxx0	aar******@r**********.com
Merrill Lynch Wealth Management	24422 Avenida De La Carlota Ste 400, Laguna Hills, CA 92653	94985xxxx0	ban*******************@m.com
Triad Investment Management	1301 Dove St Ste 1080, Newport Beach, CA 92660	94967xxxx1	con**@t****.com	3.7	3							92
Edward Jones - Financial Advisor: Jared R Dahline	2025 Newport Blvd Ste 100 Costa Mesa, CA 92627	94963xxxx1	a.j*******@e********.com							87605		100000
Mischler Financial Group	1101 Bayside Dr Corona Del Mar, CA 92625	94972xxxx0	agu*****@m**************.com
Charles Schwab	16 Corporate Plaza Dr Newport Beach, CA 92660	94971xxxx8	abc****@s***.com	5	5	2.8	20
Pacific Ventures Management	Serving theNewport Beach Area	94995xxxx4	Bed*********@p*.com
PruVise, Inc	4695 MacArthur Ct Ste 1100 Newport Beach, CA 92660	94979xxxx4	leg@c**********.com			5	1
Jim Warren - Financial Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	90939xxxx9	cam********@a*.com
South Coast Real Estate & Property Management	2915 Red Hill Ave, Costa Mesa, CA 92626	71454xxxx0	hel@s***********************.com
Unique Property Management	950 S Coast Dr, Costa Mesa, CA 92626	71484xxxx0	upm@u*************.com
Reliant Account Management	1900 Quail St, Newport Beach, CA 92660	94985xxxx4	bra@r*********.com
Tina Chou - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	dan*********@a*.com
Affinity Investment Advisors	18191 Von Karman Ave Ste 420, Irvine, CA 92612	94966xxxx3	ale*****@a***************.com
Robert Breen - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx8	and***************@f*****.com									61
Daniel Henry - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx8
Whittier Trust	4695 Macarthur Ct, Newport Beach, CA 92660	71454xxxx0	bfi**@w**********.com
Kremer Co	260 Newport Center Dr, Newport Beach, CA 92660	94975xxxx2
Cambridge SPG	660 Newport Center Dr Ste 710, Newport Beach, CA 92660	88861xxxx6	abd****@c*********.com
Pacific Financial Plaza	880 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	jan***@i****************.com							1307
Duttenhofer Advisory Group	1100 S Coast Hwy Ste 210A, Laguna Beach, CA 92651	94949xxxx0	inf@o***************.com
Investment Brokerage	2721 E Coast Hwy, Corona Del Mar, CA 92625	94956xxxx1
C F G Investments	17220 Newhope St Ste 224, Fountain Valley, CA 92708	71455xxxx0
Professional Equities Inc	23201 Mill Creek Dr Ste 300, Laguna Hills, CA 92653	94995xxxx7	907***********************************@w***************.com
Al Frank Asset Management Inc	30 Enterprise Ste 210, Aliso Viejo, CA 92656	94960xxxx0
Hsu Investment Company	1491 Santa Fe Dr, Tustin, CA 92780	71425xxxx8
Edward Jones - Financial Advisor: Jade Berniard	17822 17th St Ste 405, Tustin, CA 92780	71483xxxx6
Noble Tax Specialists	4299 MacArthur Ste 100 Newport Beach, CA 92660	88827xxxx8	aj@n******.com			4.3	6			2
Edward Jones - Financial Advisor: James B Johnson	27001 Moulton Pkwy, Aliso Viejo, CA 92656	94936xxxx4	a.j*******@e********.com
Firehorse Enterprise	25422 Trabuco Rd Suite 105-246, Lake Forest, CA 92630	95170xxxx3
Viking International Investment Real Estate Financial Services	4570 Campus Dr Ste 35, Newport Beach, CA 92660	94925xxxx0	abr**@v*********.com							351		355
US Credit Collection Agency	9891 Irvine Center Dr, Irvine, CA 92618	94924xxxx9
Retirement Planning Newport Beach \| Miramontes Capital	4701 Teller Ave, Newport Beach, CA 92660	94940xxxx0	ang********@m**************.com	5	25
Triad Investment Management	1301 Dove St Ste 330, Newport Beach, CA 92660	94985xxxx2	con**@t****.com	3.7	3
Financial Resources Group	610 Newport Center Dr Ste 200 Newport Beach, CA 92660	94995xxxx5	inf@f*******************.com			2.8	6
Edward Jones - Financial Advisor: Stephen Roh	18200 Von Karman Ave Ste 560, Irvine, CA 92612	94975xxxx3
Centricity Financial	5000 Birch St Ste 3000 Newport Beach, CA 92660	94944xxxx5	inf@c*****************.com
La Placa Investment Group	Newport Beach, CA 92660	94968xxxx8	gab@l****************.com
Courtney Group Inc	363 San Miguel Dr #210, Newport Beach, CA 92660	94970xxxx0	ama***@t*************.com	5	1
Windfall Advisors	620 Newport Center Dr Ste 1100 Newport Beach, CA 92660	31040xxxx4	inf@w**************.com
TIAA Financial Services	19200 Von Karman Ave 4th Fl, Irvine, CA 92612	87720xxxx0	acc****************@t*.org	3	2					90938	529	91000
California Commercial Real Estate Services	1800 Quail St, Newport Beach, CA 92660	94979xxxx0	ada*@c****.org
TBG EQUITY	23 Corporate Plaza Dr, Newport Beach, CA 92660	94929xxxx5	n@t********.com
Court Investment Services	4695 MacArthur Ct #1100, Newport Beach, CA 92660	80088xxxx0	chi@c********************.com
Edward Jones	12341 Newport Ave Suite B-100, Santa Ana, CA 92705	71483xxxx0	a.j*******@e********.com							15
Mitchell Anthony Capital Management	9259 Research Dr Irvine, CA 92618	94985xxxx0	inf@m********************.com
Caprock	450 Newport Center Dr Ste 280 Newport Beach, CA 92660	94989xxxx9	adm@c****.com
Belcourt Investments	513 30th St Ste 100 Newport Beach, CA 92663	94972xxxx0
Roman Risk & Insurance Services	8707 Research Dr, Irvine, CA 92618	94968xxxx2	inf@i****.com									94
Allstate Personal Financial Representative: Eddie Millan	117 S Harbor Blvd, Santa Ana, CA 92704	62648xxxx9	a**00@a*****.com
Jrl Capital Management Group	1212 Dover Dr, Newport Beach, CA 92660	94965xxxx8
Edward Jones - Financial Advisor: Amber-Sky Skipps, AAMS™	15061 Springdale St Ste 106, Huntington Beach, CA 92649	71489xxxx2	a.j*******@e********.com									11
Five B Investment	903 W 17th Street Ofc Costa Mesa, CA 92627	94963xxxx3
Wealth Management Services Inc	12676 Hoover St, Garden Grove, CA 92841	71479xxxx9	inf@w***.com
Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx8	ado******@a*.com							295		296
Mka Capital Group Advisors	1 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660	94972xxxx0	adm@m***.com
Odell’s Investment	2901 W Coast Hwy Newport Beach, CA 92663	94925xxxx9
Morgan Stanley Wealth Management	650 Town Center Dr Ste 100, Costa Mesa, CA 92626	71495xxxx0
Aristotle Capital MGMT	840 Newport Center Dr, Newport Beach, CA 92660	94999xxxx0	abe******@a*********.com									5000
Jackson Financial Management	151 Kalmus Dr, Costa Mesa, CA 92626	71443xxxx0	cro**@j****.com
Edward Jones - Financial Advisor: Nailah Khan	500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740	56243xxxx6
Howell & Associates, LLP	2400 Newport Blvd, Costa Mesa, CA 92627	71498xxxx3
l squared capital	3434 Via Lido, Newport Beach, CA 92663	94939xxxx8	aki**@l********.com
Giant Leads	2580 Willo Ln Costa Mesa, CA 92627	94951xxxx0
Pacific Specialty Investment Group	4100 Campus Dr, Newport Beach, CA 92660	94937xxxx4	agu**********@g**.com
Edward Jones - Financial Advisor: Wilbur M Salazar	12792 Valley View St Ste F, Garden Grove, CA 92845	71489xxxx0	a.j*******@e********.com							87385		100000
Branch Investment Group	20341 SW Birch St, Newport Beach, CA 92660	94975xxxx2
Innovative Capital Corporation	260 Newport Ctr Dr Ste 409 Newport Beach, CA 92660	61929xxxx0	ala*@i***.com									49
Floria Group	4040 MacArthur Blvd Newport Beach, CA 92660	94922xxxx8
41 North	160 Newport Center Dr #220, Newport Beach, CA 92660	94964xxxx1	inf@4******.com	5	2
TCI Corp	Serving theNewport Beach Area	94949xxxx5
Crowd Trust Deed	260 Newport Center Dr Ste 403 Newport Beach, CA 92660	94943xxxx1	inf@c************.com									40
American Global Investors	680 Newport Center Dr Ste 250 Newport Beach, CA 92660	71436xxxx0
Olson Management	4000 Westerly Pl Ste 245, Newport Beach, CA 92660	94947xxxx1	aad******@s**************.com
Tammy McKennon - Edward Jones	3700 Newport Blvd Ste 104 Newport Beach, CA 92663	94961xxxx5	a.j*******@e********.com							87606		100000
SageView Advisory Group	4000 MacArthur Blvd #1050, Newport Beach, CA 92660	80081xxxx2	ach@s*************.com	3.7	3					151	6	159
RCP Advisors	620 Newport Center Dr, Newport Beach, CA 92660	94921xxxx0	a.j*******@e********.com
Menlo Equities	Serving theNewport Beach Area	94975xxxx1	a**@m**********.com
Five Crowns Capital - Private Equity	2721 Pacific Coast Hwy Ste B Newport Beach, CA 92663	94934xxxx8	ahm@f**************.com
Everett Harris & Company	1601 Dove St Newport Beach, CA 92660	94975xxxx2
Surlamer Investments	4343 Von Karman Ave, Newport Beach, CA 92660	94964xxxx1	ath*@s*****.com
Asset Investment Property	2901 W Coast Hwy Newport Beach, CA 92663	94925xxxx6
Edward Jones - Financial Advisor: Stephanie Bartels	2540 Main St, Irvine, CA 92614	94986xxxx6	a.j*******@e********.com							87358		99000
American Capital Aquisitions	600 Anton Blvd, Costa Mesa, CA 92626	71498xxxx2
Fastmkt Focus	2700 W Pacific Coast Hwy Ste 130 Newport Beach, CA 92663	94993xxxx4	d09***********************************@w***************.com
Edward Jones - Financial Advisor: Hai B Phan	18426 Brookhurst St Ste 206, Fountain Valley, CA 92708	71496xxxx0	a.j*******@e********.com	4	2					87384		100000
Miramontes Capital	4701 Teller Ave Newport Beach, CA 92660	80046xxxx5	ang********@m**************.com	5	25	4.3	23			1920	6	1900
Adam MacDonald	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94962xxxx4	add******@f**********.com
Charles Schwab	2399 Seal Beach Blvd Ste 101, Seal Beach, CA 90740	94971xxxx8	app*****************@s***.com	4	10
Stifel \| Ron Witter	520 Newport Center Dr Ste 1500, Newport Beach, CA 92660	94925xxxx9
Independent Capital Management	Newport Beach, CA 92660	94945xxxx0
Sedona Imperial	2901 West Coast Hwy, Newport Beach, CA 92663	31036xxxx2	738***********************************@w***************.com
Elkoll Investment Co.,Inc	1120 Bristol St, Costa Mesa, CA 92626	71442xxxx8
First Phase Real Estate	Serving theNewport Beach Area	71495xxxx2
Abi Ltd	23276 S Pointe Dr, Laguna Hills, CA 92653	94985xxxx6	cin@a****.com
Gregory Zappas	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx4	aos***@f**********.com
Jynormus LLC	19800 MacArthur Blvd.,ste 300, Irvine, CA 92612	94943xxxx2
Advanced Financial Strategies Inc	5 Hubble, Irvine, CA 92618	94945xxxx0	pie*@w.afsplanning
Wealth Management Solutions	4000 Macarthur Blvd, Newport Beach, CA 92660	94947xxxx0	inf@w*****.com							58	4	62
Occhino & Associates	17220 Newhope St Ste 216, Fountain Valley, CA 92708	71470xxxx0	aar**********@r*********.com
Real Estate Management	1219 Goldenrod Ave, Corona Del Mar, CA 92625	94983xxxx2
Mission Capital Advisors	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	88865xxxx7
Elite Advisory Group	2130 Main St Ste 130 Huntington Beach, CA 92648	71496xxxx8	bma@e***************.com			3.7	3
Joe Christiansen - Berkshire Hathaway HomeServices	18600 MacArthur Blvd Ste 150 Irvine, CA 92612	94963xxxx4	inf@b************.com			5	2			10862	238	11000
SWAN Wealth Management Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Greystar Real Estate Partners	620 Newport Center Dr, Newport Beach, CA 92660	94970xxxx0	aam****@g*****.com	1.7	56					24229		25000
Silversage Advisors	19200 Von Karman Ave Ste 500, Irvine, CA 92612	94922xxxx5	dsa*@s***************.com
Investment Property Group	4770 Campus Dr Ste 220, Newport Beach, CA 92660	94986xxxx4
JST Investment Consulting	3020 Old Ranch Pkwy Ste 300 Seal Beach, CA 90740	56299xxxx8				5	2
iAsset Property Management	9801 Irvine Center Dr, Irvine, CA 92618	94939xxxx1	con******@i*******.com
Back Bay Investment Group	3857 Birch St Ste 195, Newport Beach, CA 92660	91949xxxx6
CG Financial Group Wealth Management and Insurance	1500 Quail St #600, Newport Beach, CA 92660	94986xxxx1	a.-*********@n***************.com							107326	16244	108000
Burke Investment Company	28 Hammond, Irvine, CA 92618	94958xxxx3
Brunner Financial & Insurance Solutions	1439 W Chapman Ave, Orange, CA 92868	71488xxxx1
Strategic Global Advisors	100 Bayview Cir, Newport Beach, CA 92660	94970xxxx0	a@s*********.com
Cps Insurance	4400 MacArthur Blvd Fl 8 Newport Beach, CA 92660	94986xxxx0	ada****@c*********.com
Rowe, Richard B, PHD	2120 Main St, Huntington Beach, CA 92648	71496xxxx2	aad******@s**************.com
Barrington Associates	620 Newport Center Dr Newport Beach, CA 92660	94971xxxx0
Alpha Cubed Investments	18301 Von Karman Ave # 900, Irvine, CA 92612	80070xxxx7	alp@a******************.com	4.5	6
Darany Michael A	17802 Irvine Blvd, Tustin, CA 92780	71483xxxx0	jls@m*******.com
Securities America Advisors-Ken Mascari	22954 El Toro Rd, Lake Forest, CA 92630	94945xxxx0	aad******@s**************.com
Thomas Kreidt - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Jason Niles Burch - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	42434xxxx8	dns***@a*.com
The Affordable Housing Trust	3101 W Sunflower Ave, Santa Ana, CA 92799	71447xxxx9	inf@u**.com	3.7	167
Solis Capital Partners	23 Corporate Plaza Dr #215, Newport Beach, CA 92660	94929xxxx0	aar**@s*********.com
Wells Fargo Private Banking	5 Park Plz Irvine, CA 92614	94925xxxx2	hos*****@w*******.com			1	1
Research Affiliates LLC	8038, 620 Newport Center Dr Suite 900, Newport Beach, CA 92660	94932xxxx0	abb***@r***************.com
Brian Friestman - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx7	bri**********@a*.com
Reo World Inc	19 Corporate Plaza Dr, Newport Beach, CA 92660	94947xxxx0
Principal Financial Group	18101 Von Karman Ave, Irvine, CA 92612	94947xxxx0	a.s**@p******.com							68212	230	70000
Fell Capital Management	1001 Dove St Newport Beach, CA 92660	94947xxxx6
Edward Jones - Financial Advisor: Angela L Choo, CRPS™	1100 S Coast Hwy, Laguna Beach, CA 92651	94949xxxx9	a.j*******@e********.com							87631		100000
Select Business Credit	4000 MacArthur Blvd Fl 6 Newport Beach, CA 92660	94964xxxx0
Rockefeller Capital Management	23 Corporate Plaza, Ste 246, Newport Beach, CA 92660	94973xxxx4	abc**@r***.com
Edward Jones - Financial Advisor : Jessie E Norton	485 E 17th St Ste 100 Costa Mesa, CA 92627	94972xxxx4	a.j*******@e********.com
Edward Jones - Financial Advisor: Bradey Jameson, AAMS®	1501 Westcliff Dr Ste 307 Newport Beach, CA 92660	94961xxxx5	acc********@e********.com			5	1			87605		100000
Financial Advisors Network	1432 Edinger Ave Ste 200, Tustin, CA 92780	71459xxxx0	doe***@f*********************.net							178	6	213
Klein Financial Advisors	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94947xxxx0	geo*@g*****.com									225
Dewane Investment Strategies - Raymond James Financial	2701 W Coast Hwy Newport Beach, CA 92663	94963xxxx0	aar**********@r*********.com							17482		18000
Pacific Wealth Partners	881 Dover Dr Ste 310 Newport Beach, CA 92663	94963xxxx2
Acorns Grow Inc	5300 California Ave Bldg 1, Irvine, CA 92617	85573xxxx9	cop****@a***.com
Edward Jones - Financial Advisor: Felicia Y Gonzalez, AAMS™	101 Main St Ste D, Seal Beach, CA 90740	56279xxxx9	a.j*******@e********.com							177	3	182
Orange County Wealth Management Company	23046 Avenida De La Carlota Ste 150 Laguna Hills, CA 92653	94974xxxx5				3	2
Keep It Simple Financial Planning	333 City Dr Ste 1700 Orange, CA 92868	87741xxxx2	con**@k******************.com			5	9			2528	5	3800
Claremont Financial Group Inc	245 Fischer Ave, Costa Mesa, CA 92626	71454xxxx0	dan@c*****************.com
Udm Capital Partners	3633 W Macarthur Blvd, Santa Ana, CA 92704	94922xxxx0	inf@e*********.com
The Newport Group - Morgan Stanley	800 Newport Center Dr Ste 500, Newport Beach, CA 92660	94971xxxx0	int********@m**********.com
Honari, Pedram	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	ale********@m.com
Shin, Stephen	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com							12815
Spach & Associates - Ameriprise Financial Services	333 City Blvd W 3rd Fl, Orange, CA 92868	88880xxxx1	dns***@a*.com							27
C S I Internatl	Newport Beach, CA 92660	94972xxxx1
J.P. Morgan Securities	660 Newport Center Dr, Newport Beach, CA 92660	94946xxxx0	acc***@u*****.jpmorgan
Michael Schmitt - Financial Advisor, Ameriprise Financial Services	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx9	bri*********@a*.com							16		16
Quintessential Financial Corporation	2372 SE Bristol St, Newport Beach, CA 92660	94977xxxx5	inf@m***********.com	5	1			4.6	153	69126	796	68000
Silverlight Asset Management, LLC	23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660	94962xxxx6	mca****@s**************.com
Newport Coast Capital Management	5000 Birch St Ste 3000, Newport Beach, CA 92660	94933xxxx6
Windjammer Capital Investors	840 Newport Center Dr Suite 650, Newport Beach, CA 92660	94972xxxx4	afa**@w**************.com
Carrick Capital Partners	610 Newport Center Dr Ste 750, Newport Beach, CA 92660	94920xxxx2	aj@c*********************.com
James Hendries - Lpl Financial	7777 Center Ave Ste 120 Huntington Beach, CA 92647	71479xxxx4	jam*********@l.com	4.4	7	3.7	3			157
1st National Capital Corp	26050 Towne Centre Dr, Laguna Hills, CA 92653	94970xxxx0	abl*@f*****.com
Towneley Capital Management Inc	23197 La Cadena Dr Ste 103, Laguna Hills, CA 92653	94983xxxx0	car*@t*****.com	5	2
Pinecreek Investment Co	5000 Birch St, Newport Beach, CA 92660	94947xxxx0	aac****@p*************.net
Theresa Allen	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx5	acc**********@f**********.com
McCarthy Wealth Management	3300 Irvine Ave # 310, Newport Beach, CA 92660	71424xxxx1	inf@m*********.com							278		295
Edward Jones	7755 Center Ave, Huntington Beach, CA 92647	71490xxxx6	a.j*******@e********.com							85136
Marino Investment Company	3636 Birch St, Newport Beach, CA 92660	94997xxxx2	eri@m***************.com
Hobert Wealth Management	23 Corporate Plaza Dr Ste 150 Newport Beach, CA 92660	80074xxxx8	hob***@h*******************.com			5	1
Newport Center Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94971xxxx7	abc*@u.com
Edward Jones - Financial Advisor: Lucy E Walther, CFP®	4100 Newport Place Dr Ste 190, Newport Beach, CA 92660	94925xxxx0	a.j*******@e********.com							87384		100000
The Investment & Money Management Group	2522 Chambers Rd, Tustin, CA 92780	71457xxxx8	aad******@s**************.com
E Angel	2901 W Coast Hwy Newport Beach, CA 92663	94925xxxx6
Edward Jones - Financial Advisor: Rachael E. Yohai	311 Main St Ste 15, Seal Beach, CA 90740	56259xxxx0	a.j*******@e********.com									36
Cooper McManus Wealth Management	9870 Research Dr, Irvine, CA 92618	61255xxxx5	aco**@c**********.com	5	2
Granite Investment Group	2 Park Plz Ste 800, Irvine, CA 92614	94947xxxx0	abo***@g**************.com	5	1
The Institute for Investment Management Consultants	4600 Campus Dr Ste 102, Newport Beach, CA 92660	94925xxxx2
Primior Management	620 Newport Beach Dr Ste 1100 Newport Beach, CA 92660	94952xxxx7	adv***@p****.com			5	1			982		1000
Edward Jones - Financial Advisor: Zachary T Alario	250 Newport Center Dr Ste 206 Newport Beach, CA 92660	94964xxxx0	acc********@e********.com									143
Orange County Associates	250 N Golden Circle Dr, Santa Ana, CA 92705	71497xxxx3	d.s***@o*******************.com
Tower 68 Financial Advisors	610 Newport Center Dr #1520, Newport Beach, CA 92660	94994xxxx0	inf@t*****.com	4	2					28		34
20 20 Financial Advisers	575 Anton Blvd Ste 150, Costa Mesa, CA 92626	71443xxxx9	ast*****@2***.com
Canterbury Consulting Inc.	610 Newport Center Dr #500, Newport Beach, CA 92660	94972xxxx0	ade*****@c*****************.com