Business List: Investment Management Firms in San Mateo, CA, United States

Note: Only sample data is shown below. To view full and uncensored business leads, please register here.

Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews	Bing	Bing Reviews
Michael Zaninovich, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx0	abl@r******.com
Andrew Gotianse - Financial Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65065xxxx5	and**********@a*.com
Avila & Associates Consulting & Engineering Firm	818 Main St, Pleasanton, CA 94566	92522xxxx6
Mayfield Management Co.	2275 E Bayshore Rd Ste 130, Palo Alto, CA 94303	65049xxxx0	hed*@m**************.com
Franklin Templeton Distributors, Inc.	960 Park Pl, San Mateo, CA 94403	65031xxxx0	a.-****@f**************.com	4.8	4
Palo Alto Venture Partners	300 Hamilton Ave, Palo Alto, CA 94301	65046xxxx1	nwe*****@p*.com
David Arizini	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx0	add******@f**********.com
LPL Financial Services	520 S El Camino Real Ste 216 San Mateo, CA 94402	65020xxxx7				1	1
Calinisan Katrina Investmt Rep	San Carlos, CA 94070
Menlo Asset Management	1010 El Camino Real \| Suite 370, Menlo Park, CA 94025	65032xxxx8	cla**@m*******.com		2							44
Earth Real Estate & Property Management	1650 S Amphlett Blvd #223, San Mateo, CA 94402	65086xxxx3	bhb*@i***.com	4.8	25					69		72
San Mateo Investment Co	4100 S El Camino Real, San Mateo, CA 94403	65034xxxx1	hel@e*******.com
Sharevest Property Management	330 Primrose Rd #512, Burlingame, CA 94010	65034xxxx0		5	18			5	5	156		161
TIAA Financial Services	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	aan***@t******.org		37					90757	493
Shayna Forbes Felix - Ameriprise Financial Services	3825 Hopyard Rd Ste 124 Pleasanton, CA 94588	92522xxxx6	bfl************@a*.com	5	2
Abundant Financial & Insurances Services	39899 Balentine Dr Newark, CA 94560	51036xxxx4	she**@a****.com
Anacapa Partners	160 Bovet Rd, San Mateo, CA 94402	65031xxxx1	ash********@a************.com
Philip Horowitz - Morgan Stanley	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx3	acc********@m**********.com	5	1
WestBridge Capital US Advisors, LLC	520 S El Camino Real Suite 900, San Mateo, CA 94402	65064xxxx0
Kestrel Investment Management Corporation	411 Borel Ave # 403, San Mateo, CA 94402	65057xxxx0	ake**@k**************.com
Mq Investment Management Inc	1650 S Amphlett Blvd, San Mateo, CA 94402	65024xxxx7
Refactor Capital	330 Primrose Rd #201, Burlingame, CA 94010		tej@r*****.com
Fisher Lynch Capital	2929 Campus Dr Lewis Kawahara, San Mateo, CA 94403	65028xxxx0	aga*@f********.com
Graystone Advisor	48 Port Royal Ave, Foster City, CA 94404	65060xxxx3	aar*****@g*************.com	5	2
PM Investment Company	800 Menlo Ave, Menlo Park, CA 94025	65085xxxx4
Bingham Osborn & Scarborough	1900 University Ave Ste 108, East Palo Alto, CA 94303	65046xxxx6	aar*******@b******.com
Thomas Fezler - Ameriprise Financial Services	255 Shoreline Dr Ste 400 Redwood City, CA 94065	65022xxxx8	cyn***********@a*.com							2		2
Morgan Stanley Wealth Management	22320 Foothill Blvd, Hayward, CA 94541	51053xxxx3
Hakman & Company	1350 Bayshore Hwy Ste 720 Burlingame, CA 94010	65034xxxx0
Vilmont Investment Properties	382 El Camino Real, San Carlos, CA 94070	65059xxxx5	deb**@v****.com
Empower Asset Management	San Mateo, CA 94401	65020xxxx2
Qex Capital Management	250 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx0
Glenborough	400 Concar Dr, San Mateo, CA 94402	65034xxxx0		4.6	111
Van Alstyne & Company	2555 Flores St San Mateo, CA 94403	65052xxxx0
Forgepoint Capital	400 S El Camino Real Suite 1050, San Mateo, CA 94402	65028xxxx5	aan**@f**********.com
Raiser Organization	800 S Claremont St # 201, San Mateo, CA 94402	65034xxxx6
Credit Masters	755 Brewster Ave, Redwood City, CA 94063	65036xxxx0	ali*********@c*************.com
Common Interest Management Services	1720 S Amphlett Blvd #130, San Mateo, CA 94402	87790xxxx0	aal************@c***********.com	3.1	27					516		626
Mice Groups	1730 S Amphlett Blvd #100, San Mateo, CA 94402	65065xxxx0	aal***@m*******.com	4.4	7
Forge Trust	3050 S Delaware St Ste 202 San Mateo, CA 94403	80024xxxx7	inf@f********.com	2.8	46	2.5	37
Alison Wealth Management	530 Lytton Ave Fl 2, Palo Alto, CA 94301	88861xxxx2	ala*******@a*********.com							237		259
Gimbel Arthur D Investment Counsel	840 Hinckley Rd Burlingame, CA 94010	65069xxxx4
Vista Investment	1801 Murchison Dr, Burlingame, CA 94010	65069xxxx0	joh*****@v************.com
Personal Capital Advisors Corporation	3 Lagoon Dr Ste 200, Redwood City, CA 94065	85585xxxx5	aar********@p************.com
Linsco Private Ledger Financial Services	901 Laurel St San Carlos, CA 94070	65059xxxx7	aar******@l.com							20100	234	21000
Edward Jones - Financial Advisor: Christopher A Devcich, CFP®	225 Cabrillo Hwy S Ste 103C, Half Moon Bay, CA 94019	65072xxxx8	a.j*******@e********.com
Ballast Point Financial Planning	340 Lorton Ave Ste 216 Burlingame, CA 94010	65063xxxx6	dj@b*************.com			5	24
Mercatus, Inc	400 Concar Dr, San Mateo, CA 94402	65066xxxx0	dri******@g*******.com
Edward Jones - Financial Advisor: Sirinee Tippakorn	1281 Fifth Ave Ste B Belmont, CA 94002	65080xxxx4	a.j*******@e********.com			5	2
Avalon Capital Management	495 Seaport Ct Ste 106, Redwood City, CA 94063	65030xxxx0	bil*@a**********.com
Taraval Associates	845 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx4	gfm**@t****.com
Mercer Advisors	1700 S El Camino Real, San Mateo, CA 94402	65057xxxx8	lar*@d*****.com
T C I Properties	3 Lagoon Dr Redwood City, CA 94065	65059xxxx5
Sares Regis Group	901 Mariners Island Blvd Ste 700, San Mateo, CA 94404	65037xxxx0	aab@s********.com							137	2	160
Lasecke Weil Wealth Advisory Group, LLC	624 University Ave, Palo Alto, CA 94301	65032xxxx0	ede**@l********.com
New Stage Investment Group®	1900 S Norfolk St Ste 350 San Mateo, CA 94403	65045xxxx2	han@n****************.com
J.P. Morgan Private Bank	310 University Ave 3rd Fl, Palo Alto, CA 94301	65085xxxx3	acc****************@j*****.com
Emery and Howard	333 Lorton Ave, Burlingame, CA 94010	65057xxxx0	fra@e********.com		12
Davis Partners	1 Waters Park Cir Suite 104, San Mateo, CA 94403	65051xxxx5	bet*****@d**********.com
Morgan Stanley	216 Lorton Ave Ste 200 Burlingame, CA 94010	65034xxxx0	int********@m**********.com			1	1
GH Hubbell & Associates	1900 S Norfolk St Ste 350 San Mateo, CA 94403	65057xxxx1	ghh@g********.com
Vantage Wealth Management, LLC	66 Bovet Rd Ste 310, San Mateo, CA 94402	65063xxxx0	aar*****@v**************.com
Shamrock Realtors	153 E Lewelling Blvd, San Lorenzo, CA 94580	51035xxxx3	gin*@s*************.com	5	7								5	1
Sumeru Equity Partners LP	2020 Pioneer Ct, San Mateo, CA 94403	65052xxxx0	abi********@s*********.com
Theorem Partners, LLC	400 Concar Dr, San Mateo, CA 94402		car**@t******.com
Wells Fargo Private Bank	301 University Ave, Palo Alto, CA 94301	65075xxxx2	pri*******@w*******.com							153029		11
Aetos Alternatives Management	2500 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx2	aet***************@a**.com
Roland G. Bergman	1900 S Norfolk St, San Mateo, CA 94403	65074xxxx5	rol*@g***********.com
Edward Jones - Financial Advisor: Linh B Thai, CFP®\|AAMS™	750 Menlo Ave Ste 350, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							87384		100000
Allstate Personal Financial Representative: Virginia Harrison	1502 Adeline Dr, Burlingame, CA 94010	41584xxxx0	a**00@a*****.com
Arbor Advisors	1950 University Ave Ste 202, East Palo Alto, CA 94303	65032xxxx0	aar@a**********.com
DC Investment Fund
Golub Group	1850 Gateway Dr Ste 100 San Mateo, CA 94404	65021xxxx0	col*******@g*******.com			5	2
Dover Investment Corporation	618 Walnut St, San Carlos, CA 94070	65059xxxx4
Flagstar Bank	11 El Camino Real, San Carlos, CA 94070	65026xxxx9
Ameriprise Financial Advisors	433 Airport Blvd Ste 102 Burlingame, CA 94010	65028xxxx1
TRILOGY Consultants	1611 Borel Pl San Mateo, CA 94402	65057xxxx2
Edward Jones Investments	455 Hickey Blvd Ste 509, Daly City, CA 94015	80033xxxx7	a.j*******@e********.com							87631		100000
Optionetics	255 Shoreline Dr Ste 100 Redwood City, CA 94065	65080xxxx0	opt**********@c***********.com			2.7	3
Morgan Stanley	22320 Foothill Blvd Ste 150, Hayward, CA 94541	51053xxxx3	aar*********@m*********************.com
Lateral Investment Management	1825 South Grant St Ste 210 San Mateo, CA 94402	65039xxxx0	ang*@l******.com
HL Financial Group	181 2nd Ave Ste 456 San Mateo, CA 94401	65034xxxx0	tom@h*************.com
Aetos Capital	2500 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	aca*****@a**.com
Franklin Templeton Investments	1 Franklin Pkwy, San Mateo, CA 94403	65031xxxx0	ftd********@f**************.com
Liminal Capital	535 Middlefield Rd, Menlo Park, CA 94025	65066xxxx6
Hercules Technology Growth Capital Hercules Technology Growth Capital	400 Hamilton Ave Ste 310, Palo Alto, CA 94301	65028xxxx0			24
The Householder Group	635 Bryant St, Palo Alto, CA 94301	65032xxxx1	alu*****@h*************.com
Virgo Investment Group	1201 Howard Ave Ste 300, Burlingame, CA 94010	65043xxxx8	ben@v********.com	1	1
Franklin Administrative Services	960 Park Pl, San Mateo, CA 94403	65031xxxx0	aar******@f**************.com
Creative Planning	333 Lorton Ave, Burlingame, CA 94010	65057xxxx0	a.j****@c*************.com	5	1					6353	125	7200
TDA Investment Group	2025 Pioneer Ct, San Mateo, CA 94403	65034xxxx3	al@t*****.com
Edward Jones - Financial Advisor: Jeff Chu	411 Borel Ave Ste 505, San Mateo, CA 94402	65034xxxx0	a.j*******@e********.com
Fuller & Thaler Asset Management	411 Borel Ave # 300, San Mateo, CA 94402	65093xxxx0	afu**@f*********.com	4	4
James Buatti - Ameriprise Financial Services	3825 Hopyard Rd Ste 124 Redwood City, CA 94065	65022xxxx4	bfl************@a*.com
Harmony Capitol	2055 Woodside Rd Ste 250, Redwood City, CA 94061	65036xxxx3
North Harbor Wealth Management - Ameriprise Financial Services	433 Airport Blvd Ste 328, Burlingame, CA 94010	65028xxxx8	aud*************@a*.com
Co Capitol Partners	1030 University Ave, Palo Alto, CA 94301	65032xxxx4	adv***@c*******.com
Kcsm-Stock Market Today	1700 W Hillsdale Blvd San Mateo, CA 94402	65034xxxx1
Emerson Equity	155 Bovet Rd # 725, San Mateo, CA 94402	65031xxxx0	aba***@e**********.com							34	30	39
Roc Bridge Partners	520 S El Camino Real, San Mateo, CA 94402	65057xxxx0	a.r****@b*******.com
Abundance Advisers	15200 Hesperian Blvd Ste 202, San Leandro, CA 94578	92540xxxx3	adm@a**************.com
West Bridge Capital	520 S El Camino Real, San Mateo, CA 94402	65064xxxx0	aar*********@w**********.com
Nelson Roberts Investment Advisors	1950 University Ave Ste 202, East Palo Alto, CA 94303	65032xxxx0	aog***@n**********.com
Carlyle Investment Management	2710 Sand Hill Rd, Menlo Park, CA 94025	65084xxxx6
Laurel Realty & Investment	294 29th St, San Francisco, CA 94131	41568xxxx7	inf@l************.com	2.3	20							77
ATS Financial	1162 Chestnut St, Menlo Park, CA 94025	65032xxxx7	c18***************************@s***.wixpress	4.5	57
Bluepointe Capital Management, Llc	999 Baker Way Ste 150, San Mateo, CA 94404	65029xxxx5	inf@b***************.com					5	6			71
Lau Financial Services	181 2nd Ave Ste 600, San Mateo, CA 94401	65034xxxx0	inf@r*******.com							994	8	1000
King Wealth Advisors	1900 S Norfolk Ste 350 San Mateo, CA 94403	65043xxxx8	jsm*@k***************.com			5	3
Altos Ventures Management Inc	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx9	ala@a***.vc
Benchmark Capital Partners	2480 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65085xxxx0	aag***@b******.com
CMA Consolidated	1440 Chapin Ave Ste 310 Burlingame, CA 94010	65069xxxx1
Private Portfolios	424 N San Mateo Dr San Mateo, CA 94401	65054xxxx0	bob@p****************.com
Phoenix Venture Partners LLC	1700 S El Camino Real Ste 355, San Mateo, CA 94402	65034xxxx7	avi**@p*******.com												5	6
Bay Street Capital Holdings	Palo Alto, CA 94301	65044xxxx4	axx*@b*********************.com
Carlson Financial Advisors	1766 Terrace Dr, Belmont, CA 94002	65050xxxx0	bi@c************.com
Morgan Stanley Wealth Management	216 Lorton Ave, Burlingame, CA 94010	65034xxxx3	int********@m**********.com
Meridian Investments Management	702 Marshall St, Redwood City, CA 94063	65055xxxx0
Darien Tung - Ameriprise Financial Services	255 Shoreline Dr Ste 400 Redwood City, CA 94065	65022xxxx3	dar********@a*.com							99		100
Atherton Lane Advisers	3000 Sand Hill Rd Ste 1-270, Menlo Park, CA 94025	65023xxxx6
SageCrest Wealth Management	1510 Fashion Is Blvd Ste 380 San Mateo, CA 94404	65057xxxx5	adi****@s********.com			3.7	9
National Industrial Investor's Inc.	Serving theSan Mateo Area	65057xxxx7
George M Saliga-Private Client Advisor	531 Cowper St, Palo Alto, CA 94301	65026xxxx6	aab**@b**********.com							98598	1332	99000
Diamond Investment Properties	450 Concar Dr, San Mateo, CA 94402	65057xxxx0
The Brauner Company	333 Twin Dolphin Dr Ste 225 Redwood City, CA 94065	65057xxxx0	aar******@s**************.com			5	1
Inventus Capital Partners	400 S El Camino Real Ste 100 San Mateo, CA 94402	65029xxxx0	had*@i********.com							439	2	441
Social Capital	317 University Ave, Palo Alto, CA 94301	65052xxxx7	cha**@s**********.com
George Papadoyannis - Ameriprise Financial Services	1900 O Farrell St Ste 360 San Mateo, CA 94403	65059xxxx0	ani*******@a*.com							397		416
Allstate Personal Financial Representative: Robert McGlinchy	467 Hamilton Ave Ste 11, Palo Alto, CA 94301	65032xxxx1	a**00@a*****.com
Yso Capital Management	1633 Bayshore Hwy Ste 127, Burlingame, CA 94010	65065xxxx9	car*@y*****************.com
Charles Schwab	1300 S El Camino Real UNIT 110, San Mateo, CA 94402	65035xxxx7	app*****************@s***.com	4.1	15
New Stage Investment Group	520 S El Camino Real Ste 320, San Mateo, CA 94402	65045xxxx2	han@n****************.com
Peninsula Financial Planning	330 Primrose Rd Burlingame, CA 94010	65034xxxx5
Edward Jones - Financial Advisor: Hanneke R Finones	111 Anza Blvd Ste 115, Burlingame, CA 94010	65034xxxx1	a.j*******@e********.com							87631		100000
Securities America Inc.	540 Ralston Ave, Belmont, CA 94002	65063xxxx1
GW & Wade	540 Cowper St, Palo Alto, CA 94301	65061xxxx8	acm*@g***.com							211	2	218
Andrew Gotianse - Ameriprise Financial Services	255 Shoreline Dr Ste 400 Redwood City, CA 94065	65065xxxx5	and**********@a*.com
NewView Capital	1201 Howard Ave # 101, Burlingame, CA 94010	65041xxxx0	inf@n********.com
Ameriprise Financial Advisors - Papadoyannis & Associates	951 Mariners Is Blvd Ste 410 San Mateo, CA 94404	65059xxxx0				5	1
Quantumwave Capital	540 University Ave, Palo Alto, CA 94301	65032xxxx0
Accel Partners	428 University Ave, Palo Alto, CA 94301	65061xxxx0	aar@a**.com
Morgan Stanley Wealth Management	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	a.e**@m*********************.com
Merrill Lynch Wealth Management	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx0	ban*******************@m.com	3	2
Joe Yapaola - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx8	dns***@a*.com
Baywood Private Wealth Management, LLC / LPL Financial	1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402	65031xxxx7	flo@b********.com
Thriving Asset Management	499 Middlefield Rd, Palo Alto, CA 94301	65064xxxx0	dav********@t*******.com
Bridge Investment Group	2000 Alameda De Las Pulgas, San Mateo, CA 94403	65057xxxx0	a.r****@b*******.com
Adams Street Partners	2730 Sand Hill Rd, Menlo Park, CA 94025	65033xxxx0	aa@a******************.com
Personal Portfolios Inc	303 Twin Dolphin Dr, Redwood City, CA 94065	65036xxxx1	per***********************@f********************.com
George Papadoyannis - Ameriprise Financial Advisor	201 Redwood Shores Pkwy Ste 245 Redwood Shores, CA 94065	65059xxxx0	ani*******@a*.com							397		416
Tali Alon - Ameriprise Financial Services	255 Shoreline Dr Ste 400 Redwood City, CA 94065	65065xxxx5	dns***@a*.com							168		171
Neumann Capital Management, LLC	303 Vintage Park Dr, Foster City, CA 94404	65054xxxx0	car***@n***********.com
Anderson Charles R	851 Burlway Rd Burlingame, CA 94010	65034xxxx9
Arti Investment Properties	860 Meridian Bay Ln Unit 133, Foster City, CA 94404	65040xxxx5
Edward Jones - Financial Advisor: Juan Arroyave	225 Cabrillo Hwy S Ste 103c, Half Moon Bay, CA 94019	65072xxxx8
Flagstar Bank	411 Borel Ave, San Mateo, CA 94402	65093xxxx0	a.j***@o*********.com
Mercatus Inc	1900 S Norfolk St, San Mateo, CA 94403	65037xxxx5
Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx7	dns***@a*.com
Five Star Property Management \| San Mateo, CA	851 Burlway Rd #705, Burlingame, CA 94010	65043xxxx6	bdm@g***********.com	4.7	98
Qiumei Sun - Ameriprise Financial Services	255 Shoreline Dr Ste 400 Redwood City, CA 94065	65022xxxx3	dns***@a*.com									10
West Bridge Capital	400 S El Camino Real, San Mateo, CA 94402	65064xxxx0	a@w************.com
Venturi & Co	345 Lorton Ave Ste 105, Burlingame, CA 94010	65034xxxx0	bri*****@v******.com
Twin Lakes Capital Management	3 Lagoon Dr, Redwood City, CA 94065	65061xxxx3	jch@t**************.com
Top Gun Financial Planning	San Carlos, CA 94070	91622xxxx3	bjo***@t*****.com			5	1
Century Centre II	1400 Fashion Island Blvd, San Mateo, CA 94404	65052xxxx4
Thrivent Financial	155 Bovet Rd, San Mateo, CA 94402	65035xxxx2	a.v@t*******.com
Jsb Research & Analysis Co	1611 Borel Pl Ste 5 San Mateo, CA 94402	65057xxxx2
Investment Consultants	880 Peru Ave, San Francisco, CA 94112	41589xxxx6
Gosho Financial Group	1900 S Norfolk St #350, San Mateo, CA 94403	65093xxxx8	inf@g********.com									14
Buatti, Forbes, Lubbers, Noval & Associates-Ameriprise Financial	255 Shoreline Dr Ste 400 Redwood City, CA 94065	65022xxxx2	bfl************@a*.com
A K J Asset Management	1180 Harker Ave, Palo Alto, CA 94301	65032xxxx0
Ticonderoga Capital	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx3	bob@t*****.com
Encinal Investers	1600 El Camino Real, Menlo Park, CA 94025	65032xxxx6	bcu**@p********.com
First Equity Property Management	35 W 25th Ave A, San Mateo, CA 94403	65034xxxx3	ari********@f****************.com	4.2	45
McCarthy Asset Management Inc	3 Lagoon Dr, Ste 155, Redwood City, CA 94065	65061xxxx0	ant**@m**********.com
Eureka Investment Solutions	Millbrae, CA 94030	65073xxxx2
Alexandria Real Estate Equities	2929 Campus Dr San Mateo, CA 94403	65028xxxx0
Asa Limited	400 S El Camino Real Ste 710, San Mateo, CA 94402	65037xxxx5	ang************@a***.com
Edward Jones - Financial Advisor: Kelly A Cunningham	400 Oyster Point Blvd Ste 438, South San Francisco, CA 94080	65035xxxx5	a.j*******@e********.com							87631		100000
Stephen Lacy - KW Commercial	225 Valencia St San Francisco, CA 94103	41592xxxx0				5	1
Merrill Investment & Retirement Financial Center	300 S El Camino Real, San Mateo, CA 94402	65058xxxx8	aja********@m.com
Knuff and Company LLC	950 Tower Ln Suite #1525, Foster City, CA 94404	65083xxxx0	inf@k*****.com
Oak Investments Partners	525 University Ave Ste 1300, Palo Alto, CA 94301	65061xxxx0	ban*@o***.com
Breakwater Capital Management	300 Hamilton Ave, Palo Alto, CA 94301	65091xxxx0
Fidelity Investments	1411 Chapin Ave Burlingame, CA 94010	65034xxxx5				2.4	18
Canaan Management Inc	2765 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx2	aca***@c***.com	5	1
Jeanette Garretty, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx9	abl@r******.com
Edward Jones - Financial Advisor: Linh B Thai	855 Oak Grove Ave Ste 101, Menlo Park, CA 94025	65032xxxx3
TrueVir Financial	490 Chadbourne Rd Ste A100 Fairfield, CA 94534	51092xxxx7	inf@t**************.com			5	3
Ketcham Capital	3 E Third Ave San Mateo, CA 94401	65037xxxx0	nke***@w******.com
Orchestrade Financial Systems	155 Bovet Rd UNIT 201, San Mateo, CA 94402	65064xxxx1	aca**@o********.com
Heritage Financial North	433 Airport Blvd. Suite 228, Burlingame, CA 94010	65057xxxx5	lxx***@h*******************.com					5	6	44		48
Vale Capital	770 Menlo Ave Ste 201, Menlo Park, CA 94025	65060xxxx0	inf@v*****.net
Edward Jones - Financial Advisor: Travis Benjamin	1001 Laurel St Ste D San Carlos, CA 94070	65063xxxx4	a.j*******@e********.com							87613		100000
U.S. Bancorp Investments - Financial Advisors: David Ellis	390 S El Camino Real, San Mateo, CA 94402	65068xxxx6	aar**********@u***.com							345237	5474	348000
Hurley Wealth Management Group	1601 Bayshore Hwy, Burlingame, CA 94010	65051xxxx2	re@h***********.com
Bailard	950 Tower Ln Ste 1900 Foster City, CA 94404	65057xxxx0	acr****@b****.com			1	2
Doyle & Boissiere	330 Primrose Rd Ste 212, Burlingame, CA 94010	65068xxxx0
Motif Investing	400 S El Camino Real San Mateo, CA 94402	85585xxxx3				1.1	10
Grealish Investment Counseling	1710 S Amphlett Blvd Ste 117 San Mateo, CA 94403	65095xxxx8	ken@g********.com			5	1
Lateral Investment Management	400 S El Camino Real, San Mateo, CA 94402	65039xxxx0	ang*@l******.com
City National Bank	245 Lytton Ave, Palo Alto, CA 94301	65081xxxx0	aba*****@n*****.cnb	5	1					5371	151	5900
KARSON WEALTH MANAGEMENT	1201 Howard Ave #103, Burlingame, CA 94010	65034xxxx0
The CJ Wealth Management Group-Morgan Stanley	245 Lytton Ave, Palo Alto, CA 94301	65068xxxx8	acc********@m**********.com
Hewins Financial Advisors	400 S El Camino Real Ste 800, San Mateo, CA 94402	65062xxxx0
L.A. Wise Investments LLC		51076xxxx0
Legacy Partners Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx8	abc*****@u.com
Fahnstock Jim	San Carlos, CA 94070
Philemon Investment & Management Company Inc	1799 Bayshore Hwy, Burlingame, CA 94010	65077xxxx7
Cypress Capital Group	Palo Alto, CA 94301	65042xxxx3	ala*******@c************.com			5	2			177		176
HCM Wealth Mangement	485 Broadway Ste 800 Milbrae, CA 94030	65020xxxx1	ian*****@h******.com
Pacific West Financial	1818 Gilbreth Rd Ste 150 Burlingame, CA 94010	65025xxxx0
SAS Financial Advisors	10 Iris St, Palomar Park, CA 94062	41577xxxx0
Patelco Credit Union	51 Bovet Rd, San Mateo, CA 94402	80035xxxx8	a@p******.org	4.2	19					34582	705	34000
Bailard, Inc.	950 Tower Ln #1900, Foster City, CA 94404	65057xxxx0	acr****@b****.com
Delphi Ventures	160 Bovet Rd, San Mateo, CA 94402	65085xxxx0	cas@d***********.com
Summit Financial Advisors	109 Baldwin Ave, San Mateo, CA 94401	65035xxxx0	aar@s***********.com
McKinley Financial Group	3 Twin Dolphin Dr Ste 250 Redwood City, CA 94065	65055xxxx0	cme*@m********.com			5	5
Azure Capital Partners	713 Santa Cruz Ave, Menlo Park, CA 94025	65066xxxx4	ada*******@a*****.com
Parsons Financial Adivsors	721 Purissima St, Half Moon Bay, CA 94019	65071xxxx0	inf@p***************.com	5	2
Sid Financial Services, LLC	1700 S Amphlett Blvd #218, San Mateo, CA 94402	65037xxxx8	dav*****@s*********.com	5	3			5	11			216
Summitry	919 E Hillsdale Blvd STE 150, Foster City, CA 94404	65021xxxx0	atj*****@s*****.com	5	2					149	7	155
Payne Financial Consulting	1900 S Norfolk St # 215, San Mateo, CA 94403	65037xxxx3	ada@p**********.net	5	3
Crystal Springs Wealth Management Group - UBS Financial Services Inc.	400 S El Camino Real Ste 900, San Mateo, CA 94402	65069xxxx4	abb*******@u.com
Lawrence Pon CPA	240 Twin Dolphin Dr Ste F Redwood City, CA 94065	65050xxxx8				2.8	32
Raymond James Financial	770 Menlo Ave Ste 208, Menlo Park, CA 94025	65056xxxx1
Dragon Financial Group	1700 S El Camino Real # 200, San Mateo, CA 94402	65057xxxx8	jan@d*****.com
Bcp Capital Management	1810 Gateway Dr Ste 260, San Mateo, CA 94404	65031xxxx0
Curran and Lewis Investment Management Inc	830 Menlo Ave Ste 210, Menlo Park, CA 94025	65046xxxx0
Bingham Osborn & Scarborough	203 Redwood Shores Pkwy Ste 510 Redwood City, CA 94065	65046xxxx6	aar*******@b******.com	5	1
JPS Global Investments	1161 Cherry St Ste C San Carlos, CA 94070	65059xxxx8	edm*@j************.com	5	1
Deborah Abel Cfp	9 Vasilakos Ct, Menlo Park, CA 94025	65032xxxx3	ala********@s**************.com
Financial Network	15261 Hesperian Blvd, San Leandro, CA 94578	51031xxxx0	bea@c********.com
Stonesfair Financial Corporation	577 Airport Blvd Ste 700 Burlingame, CA 94010	65034xxxx2	ame*@s*******.com	2.3	3
Lightspeed Venture Partners	2200 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	bej@l*********.com							5170	170	5400
Guideline Investments LLC	500A 2nd Ave, San Mateo, CA 94401	41580xxxx8	aa@g********.com
Edward Jones - Financial Advisor: Thomas W Quinby	111 Anza Blvd Ste 115 Burlingame, CA 94010	65034xxxx1	a.j*******@e********.com							87613		100000
Anacapa Partners	160 Bovet Rd #405, San Mateo, CA 94402	65031xxxx1	ash********@a************.com
Edward Jones - Financial Advisor: David M Amann	702 Marshall St Ste 515 Redwood City, CA 94063	65036xxxx8	a.j*******@e********.com			5	3			115	15
Robert Alden McLalan - Morgan Stanley	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx2	int********@m**********.com
Franklin Templeton	1 Franklin Pkwy #960, San Mateo, CA 94403	80063xxxx1	a.-*********@f**************.com	3.1	16
Morgan Stanley San Mateo	411 Borel Ave Ste 220 San Mateo, CA 94402	65035xxxx0				1	1
Franklin Templeton Group	777 Mariners Island Blvd, San Mateo, CA 94404	65031xxxx0	a.-****@f**************.com
Peninsula Capital Management	1229 Burlingame Ave, Burlingame, CA 94010	65034xxxx0	abc**@h.net
Realty & You	500 Airport Blvd Ste 100, Burlingame, CA 94010	41560xxxx8	lin@r********.com
Ameriprise Financial	1900 O'Farrell St, San Mateo, CA 94403	65059xxxx0	dns***@a*.com							397		416
Tayan Partners Fund LP	1135 Trinity Dr, Menlo Park, CA 94025	65085xxxx1
Maven Lane Financial Group	1700 S El Camino Real # 504, San Mateo, CA 94402	65038xxxx1
Miller Martin	1355 San Carlos Ave Ste A, San Carlos, CA 94070	65023xxxx1
Ryan Lee - Financial Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	ani*******@a*.com
Carlsbad Capital Investment	1259 El Camino Real # 266, Menlo Park, CA 94025	65032xxxx5
Martin Miller - Ameriprise Financial Advisor	1355 San Carlos Ave Ste A San Carlos, CA 94070	65023xxxx1	dns***@a*.com	5	11
Balopole Investment Management Corp	1611 Borel Pl Suite 1, San Mateo, CA 94402	65057xxxx7	max@b*******.com
Grealish Investment Counseling	1001 Bayhill Dr, San Bruno, CA 94066	65095xxxx8
Sequoia Capital	3000 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx7	a@s*********.com
Newcap Partners	2716 Wemberly Dr Belmont, CA 94002	65063xxxx7
AMS Capital Management LLC	1730 S El Camino Real, San Mateo, CA 94402	65034xxxx0	abb@a*****************.com
Invictus Growth	160 Bovet Rd, San Mateo, CA 94402	41588xxxx0	ale@i************.com
Woodside Capital Partners	2471 E Bayshore Rd Ste 512, Palo Alto, CA 94303	65039xxxx4	akh***********@w********.com
Vanguard Venture Partners	525 University Ave, Palo Alto, CA 94301	65032xxxx0
Papadoyannis & Associates - Ameriprise Financial Services, LLC	1900 O'Farrell St # 180, San Mateo, CA 94403	65059xxxx0	ani*******@a*.com							397		416
Trident Capital	400 S El Camino Real #300, San Mateo, CA 94402	65028xxxx0	aho*****@t*******.com
Morris Jeffrey A Group Inc	2500 Sand Hill Rd Ste 240, Menlo Park, CA 94025	65085xxxx3	inf@l*************.org
Brett W. Berry	2550 Sand Hill Rd Ste 100, Menlo Park, CA 94025	65023xxxx8	add******@f**********.com							90275		115000
Joshua Lelchook - Ameriprise Financial Services	1900 O Farrell St Ste 360 San Mateo, CA 94403	65059xxxx0	ani*******@a*.com
Brown, Goudy, Lucas & Associates	533 Airport Blvd Ste 375 Ameriprise Financial Burlingame, CA 94010	65040xxxx0	dns***@a*.com			1	1
KDC Properties & Investment	386 Greenoaks Dr, Atherton, CA 94027	65032xxxx2
Buckingham Asset Management	2445 Faber Pl, Palo Alto, CA 94303	40836xxxx0	ada*@b**************.com							538	3	629
Ameriprise Financial Advisors - Miller And Associates	1355 San Carlos Ave Ste A San Carlos, CA 94070	65023xxxx1
Lufkin Advisors, LLC	1850 Gateway Dr Ste 650, San Mateo, CA 94404	65057xxxx7	clu**@l***********.com
Amidzad	353 University Ave, Palo Alto, CA 94301	65032xxxx7	akb@m*********.com							36911		36000
Sierra Ventures	1400 Fashion Island Blvd Ste. 1010, San Mateo, CA 94404	65085xxxx0	aar@s***********.com	4	5
Robert Graham III - Ameriprise Financial Services	1900 O Farrell St Ste 360 San Mateo, CA 94403	65059xxxx0	dns***@a*.com
Robertson Stephens - Burlingame	1350 Bayshore Hwy Ste 210, Burlingame, CA 94010	65034xxxx0	abl@r******.com							996	8	1000
Sierra Investments	311 9th Ave, San Mateo, CA 94401	41529xxxx9	fra@s**************.com
Billy Guan, Real Estate and Financial Professional	Walnut Creek, CA 94596	53034xxxx4	ali**@r******.com			5	4
Scott Root, CIMA - UBS Financial Services Inc.	400 S El Camino Real #900, San Mateo, CA 94402	65069xxxx3	alb**********@u.com
Allstate Personal Financial Representative: Joyce Cave	617 Veterans Blvd Ste 215, Redwood City, CA 94063	65075xxxx1	a**00@a*****.com
Edward Jones - Financial Advisor: Warren Barmore, AAMS™	101 Main St Ste G, Half Moon Bay, CA 94019	65072xxxx3	a.j*******@e********.com							28		28
Sid Financial Services	1700 S Amphlett Blvd Ste 218 Sid Financial Services San Mateo, CA 94402	65037xxxx8	dav*****@s*********.com	5	2	5	16	5	11			216
Edward Jones - Financial Advisor: Erin Sinclair	1201 Howard Ave, Burlingame, CA 94010	65034xxxx0	a.j*******@e********.com							87631		100000	5	2
Waddell & Reed	1810 Gateway Dr Ste 340, San Mateo, CA 94404	65034xxxx4	aam*@w****.com
Rembrandt Venture Partners	2200 Sand Hill Rd Ste 160, Menlo Park, CA 94025	65023xxxx4	adm@r********.com
Mark A Jones - Morgan Stanley	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx1	int********@m**********.com
Edward Jones - Financial Advisor: Andrew S Castro	1100 Alma St Ste 201, Menlo Park, CA 94025	65032xxxx1	a.j*******@e********.com
Dag Ventures	251 Lytton Ave, Palo Alto, CA 94301	65054xxxx0	deb**@d********.com
Jaic America	525 University Ave Ste 210, Palo Alto, CA 94301	65061xxxx1
Edward Jones - Financial Advisor: Stephen C Kagan	1100 Alma St Ste 201, Menlo Park, CA 94025	65032xxxx1
Roberts Realty & Investment Company	440 San Mateo Ave, San Bruno, CA 94066	65058xxxx0
Ace Capital Group	1650 Borel Pl Ste 105, San Mateo, CA 94402	65036xxxx0	adm@a************.com
TD Ameritrade	1950 University Ave, East Palo Alto, CA 94303	80066xxxx0	api@t***********.com							646210	192	658000
J & S Management	702 Marshall St, Redwood City, CA 94063	65036xxxx0
Samantha Quintanilla - Keller Williams Peninsula Estates	1430 Howard Ave, Burlingame, CA 94010	65097xxxx9	acc*********@k.com	5	4	5	19			199106
Wildcat Venture Partners	777 Mariners Island Blvd # 550, San Mateo, CA 94404	65023xxxx0	ber***@w****.vc	3.7	3
N I Advisors	1900 S Norfolk St Ste 240 San Mateo, CA 94403	65052xxxx1
Edward Jones	1281 Fifth Ave Suite B, Belmont, CA 94002	65080xxxx4	a.j*******@e********.com							85136
National Financial	2 W 5th Ave, San Mateo, CA 94402	65068xxxx7	cla**@n**************.org
Abacus Wealth Partners	973 Laurel St San Carlos, CA 94070	88842xxxx7	aca**@a*********.com	1	1	1	1			894		933
Fisher Lynch Capital	2882 Sand Hill Rd, Menlo Park, CA 94025	65028xxxx5
Saybrook Capital	303 Twin Dolphin Dr, Redwood City, CA 94065	65063xxxx2	say***@w*********.com
Beck Investment Management	530 Lytton Ave, Palo Alto, CA 94301	65032xxxx0	les******@b*******.com
Carbon Venture Partners	125 University Ave Ste 88, Palo Alto, CA 94301	65066xxxx3
Catherine Dooling	650 Live Oak Ave, Menlo Park, CA 94025	65043xxxx3
Wiz Investments	806 Portwalk Pl Redwood City, CA 94065	91860xxxx4	adm@w***********.com
McKinley Financial Group	555 Twin Dolphin Dr Ste 170, Redwood City, CA 94065	65055xxxx0											5	1
Vantage Wealth Management	1 Waters Park Dr STE 98, San Mateo, CA 94403	65063xxxx0	dav*******@v**************.com
Third Point	2180 Sand Hill Rd Ste 400, Menlo Park, CA 94025	65039xxxx5
New Stage Investment Group	1900 S Norfolk St #350, San Mateo, CA 94403	65045xxxx2	han@n****************.com
Sierra Ventures	2884 Sand Hill Rd Ste 100, Menlo Park, CA 94025	65085xxxx0	aar@s***********.com
Aapex Property Management	3526 Investment Blvd Suite 212, Hayward, CA 94545	51029xxxx0	aap**********@g**.com	4.1	92					125	12
Stephen Crowell	Half Moon Bay, CA 94403
Mwy Fund Service	555 Twin Dolphin Dr, Redwood City, CA 94065	65048xxxx1
WestBridge Capital	520 S El Camino Real Suite 900, San Mateo, CA 94402	65064xxxx0	aar*********@w**********.com	5	2
Jon Goldstein	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx0	acc**********@f**********.com
City National Bank - Burlingame	1450 Chapin Ave Ste 100 Burlingame, CA 94010	65069xxxx0	aks*******@c.com	5	2	3	4			5370	151	5900
Garnett and Helfrich Capital	1200 Park Pl San Mateo, CA 94403		dav@g************.com
Commercenet	169 University Ave, Palo Alto, CA 94301	65028xxxx0	all**********@c*****.net
Securities America Inc	2000 Broadway St, Redwood City, CA 94063	65036xxxx3	aar******@s**************.com
Oh We Fancy	1901 Harrison St Ste 1100 Oakland, CA 94612	80077xxxx3	sal@s****.com							4843
Motif Investing, Inc.	400 S El Camino Real Ste 575, San Mateo, CA 94402	85585xxxx3
Makena Capital Management	2755 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65092xxxx0	aaq**@m******.com
Morgan Stanley Wealth Management	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx1	acm*********@m**********.com
Neumann Capital Management, LLC	303 Vintage Park Dr Ste 100, Foster City, CA 94404	65054xxxx0	car***@n***********.com
Cambria Group	2055 Woodside Rd Ste 195, Redwood City, CA 94061	65032xxxx0	cry@c*********.com
Metlife	950 Tower Ln Fl 10 Foster City, CA 94404	65028xxxx0				5	2
Wealth Management Assoc	1065 E Hillsdale Blvd Foster City, CA 94404	65035xxxx6
Edward Jones - Financial Advisor: Travis Benjamin, CFP®	1001 Laurel St Ste D, San Carlos, CA 94070	65063xxxx4	a.j*******@e********.com							87630		100000
Morgan Stanley	2775 Sand Hill Rd, Menlo Park, CA 94025	83365xxxx7	acm*********@m**********.com
Royal Alliance Assoc Inc	21573 Foothill Blvd, Hayward, CA 94541	92594xxxx1
Vega Capital Group	1000 Marina Blvd, Brisbane, CA 94005	41531xxxx0	doe**@v********.com
Bo Shan	650 Live Oak Ave, Menlo Park, CA 94025	65043xxxx3
El Dorado Ventures	2440 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65085xxxx0
Horn Investment Co	409 Primrose Rd, Burlingame, CA 94010	65034xxxx0
Balopole Investment Management Corp	1650 Borel Pl Ste 224, San Mateo, CA 94402	65057xxxx7	max@b*******.com
Robert Leland - Ameriprise Financial Services	255 Shoreline Dr Ste 400 Redwood City, CA 94065	65022xxxx1	dns***@a*.com
Ketcham Capital	3 E 3rd Ave, San Mateo, CA 94401	65037xxxx0	nke***@w******.com
The Manor Association	1820 Gateway Dr #100, San Mateo, CA 94404	65063xxxx6	adu**@m*****.com	4.6	278			4.3	15	174	21	193
Mathematical Bridge Capital Management L	530 El Camino Real Apt 307, Burlingame, CA 94010	65040xxxx9
Householder Group	1001 Bayhill Dr, San Bruno, CA 94066	65061xxxx2	alu*****@h*************.com
Triple Point Capital Partners	2420 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0	j.s**@t*.com
Propel(x)	1 Franklin Pkwy, San Mateo, CA 94403	83327xxxx5	ant****@p****.com					5	7			780
Vannini Capital Management	203 Redwood Shores Pkwy, Redwood City, CA 94065	65061xxxx0
Ameriprise Financial Advisors	951 Mariners Is Blvd Ste 410 San Mateo, CA 94404	65055xxxx2
Hanqi Investment Inc	1633 Bayshore Hwy, Burlingame, CA 94010	65065xxxx6								19	3	21
Dan Goldie Financial Services - Dirk Gilliard	750 Menlo Ave Ste 200, Menlo Park, CA 94025	65056xxxx1
Gosho Financial Group	951 Mariners Island Blvd Ste 385, San Mateo, CA 94404	65037xxxx3	inf@g********.com
Vantage Wealth Management	66 Bovet Rd, San Mateo, CA 94402	65063xxxx0	aar*****@v**************.com
Bay Ventures Group	101 California St, San Francisco, CA 94111	41590xxxx9
Joshua Lelchook - Financial Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	ani*******@a*.com
Pillar Pacific Capital Management	333 Gellert Blvd, Daly City, CA 94015	65075xxxx0	cli@p***********.com
Goldie Dan Finanical Services	750 Menlo Ave Ste 200, Menlo Park, CA 94025	65056xxxx1
Altos Ventures	250 California Dr Floor 4, Burlingame, CA 94010	65023xxxx1	ala@a***.vc	5	4
Edward Jones - Financial Advisor: Elizabeth N Knier	504 Avenue Alhambra, Half Moon Bay, CA 94019	65056xxxx1	a.j*******@e********.com
Classic Portfolio Management	138 Yale Rd, Menlo Park, CA 94025	65032xxxx0
Evercore	2494 Sand Hill Rd, Menlo Park, CA 94025	65056xxxx0
NewCap Partners Inc.	2716 Wemberly Dr, Belmont, CA 94002	65063xxxx7	bua@n***.com
Ribera Investment Management	875 Island Dr, Alameda, CA 94502	51052xxxx2	joh@r***************.com
Bff Capital Management	411 Borel Ave Ste 502, San Mateo, CA 94402	65057xxxx0	sup**@v*********.com
Tom Simanek - Ameriprise Financial Services	255 Shoreline Dr Ste 400 Redwood City, CA 94065	65065xxxx5	dns***@a*.com
Merrill Investment & Retirement Financial Center	2900 S El Camino Real, San Mateo, CA 94403	65064xxxx0	dom***************@b**********.com
Roach Investment Services	177 Bovet Rd # 600, San Mateo, CA 94402	65063xxxx9
Cho-Young Kugies	2820 Benson Way, Belmont, CA 94002	65059xxxx2
Peninsula Bay trust Company	577 Airport Blvd Ste 130 Burlingame, CA 94010	65068xxxx3
GBA Realty	1592 Yosemite Ave, San Francisco, CA 94124	41582xxxx1	dat***************@i**.de	5	1
Biscayne Venture Partners	1001 Bayhill Dr, San Bruno, CA 94066	65086xxxx0	abi***@v*.com
Paul M Delzio	San Carlos, CA 94070					5	2
Thompson Hutton	800 El Camino Real, Menlo Park, CA 94025	65061xxxx2	inf@l*************.com							2		2
Natalia Koritskaya - Financial Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	dns***@a*.com							423	22	439
Gps Capital Management	840 Hinckley Rd, Burlingame, CA 94010	65058xxxx1	inf@p*********.com
Constellation Wealth Advisors	3000 Sand Hill Rd Ste 2-160, Menlo Park, CA 94025	65041xxxx9	dav@c************.com
The Entrepreneurs' Fund	1900 S Norfolk St, San Mateo, CA 94403									624		617
Abel Cuskelly	101 S Ellsworth Ave Fl 4 Merrill Lynch San Mateo, CA 94401	65057xxxx0	ali************@m.com
U.S. Venture Partners	2735 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0	aad*@u*.com
Papadoyannis & Associates - Ameriprise Financial Services	1900 O Farrell St Ste 360 San Mateo, CA 94403	65059xxxx0	ani*******@a*.com							397		416
Sensiba	5960 Inglewood Dr Ste 201 Pleasanton, CA 94588	92527xxxx0	aar@s***.com			1.7	7			461	51	474
Merrill Lynch	101 S Ellsworth Ave San Mateo, CA 94401	65057xxxx0	aas**********@m.com			3	2
Dean Jackson	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx6	add******@f**********.com
Jonathan A Lucas - Ameriprise Financial Services	533 Airport Blvd Ste 375 Burlingame, CA 94010	65040xxxx0	dns***@a*.com
Pirates Payment Processing Solution	Pittsburg, CA 94565	51035xxxx1
Lincoln Financial Advisors	1510 Fashion Island Blvd # 210, San Mateo, CA 94404	65037xxxx1		4	2
VIP-Vilmont Investment Properties	1601 El Camino Real, Belmont, CA 94002	65059xxxx5	deb**@v****.com										5	3
Fisher Investments	1450 Fashion Island Blvd, San Mateo, CA 94404	65042xxxx6	a@f****************.com	5	2					161266	609	158000
Fintan Partners	303 Twin Dolphin Dr, Redwood City, CA 94065	65068xxxx0
Grodin Financial Services	14515 Catalina St, San Leandro, CA 94577	51035xxxx5	545***********************************@w***************.com
Fidelity Management Group	533 Airport Blvd Ste 400 Burlingame, CA 94010	65037xxxx6
Battery Ventures	901 Mariners Island Blvd, San Mateo, CA 94404	65037xxxx0
Arbor Capital	155 Bovet Rd Ste 406, San Mateo, CA 94402	65044xxxx5
Edward Jones - Financial Advisor: Erin Sinclair	411 Borel Ave Ste 505 San Mateo, CA 94402	65034xxxx0	a.j*******@e********.com									148
Morgan Stanley Wealth Management	2725 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	aal*****@m**********.com							113354	3089	131000
H & Q Asia Pacific	400 Hamilton Ave Ste 250, Palo Alto, CA 94301	65083xxxx8	ahu*@h*.com
Nightingale Financial Advisory	1900 S Norfolk St, San Mateo, CA 94403	65084xxxx0
Daulat	30920 Huntwood Ave Ste 203 Hayward, CA 94544	34787xxxx5	ric@d*****.com							2567		2900
Thomas & Atkinson Capital Mgmt	1040 Noel Dr, Menlo Park, CA 94025	65092xxxx5
Nikko Systems Solutions Ltd	1875 S Grant St, San Mateo, CA 94402	65034xxxx0	abh*********@k*.com
Flagstar Bank	124 De Anza Blvd, San Mateo, CA 94402	41576xxxx3
Bailard Inc	950 Tower Ln Ste 1900, Foster City, CA 94404	65065xxxx0	acr****@b****.com
Entrepreneurs Fund Management Service	1927 Bridgepointe Pkwy, San Mateo, CA 94404	65038xxxx0								624		617
David Krakower, CPA	205 De Anza Blvd Ste 148 San Mateo, CA 94402	41539xxxx0
Mercatus	400 Concar Dr, San Mateo, CA 94402	65066xxxx0	crd*******@c.com							208	89	254
Alan D Biller & Assoc Inc	535 Middlefield Rd Ste 230, Menlo Park, CA 94025	65032xxxx3	ala@a********.com	5	2
Merrill Lynch Wealth Management	333 Middlefield Rd, Menlo Park, CA 94025	65047xxxx8	ban*******************@m.com
Bridge Investment Group	520 S El Camino Real # 330, San Mateo, CA 94402	65057xxxx0
Whelan Capital Management	702 Marshall St, Redwood City, CA 94063	65036xxxx0
The Brauner Company	255 Shoreline Dr Ste 150, Redwood City, CA 94065	65057xxxx0	fri@b***********.com
Gtl Investments Llc, A California Limited Liability Company	204 2nd Ave Ste PMB133, San Mateo, CA 94401
TA Associates	70 Willow Rd, Menlo Park, CA 94025	65032xxxx0	aad****@t.com
Beck Investment Management	345 Hamilton Ave, Palo Alto, CA 94301	65032xxxx0
Andrew Andrikopoulos - Ameriprise Financial Services	255 Shoreline Dr Ste 400 Redwood City, CA 94065	65065xxxx5	and***************@a*.com
Umpqua Bank	1450 Chapin Ave Ste 1, Burlingame, CA 94010	65034xxxx3	ago****@w***********.org
Equis Financial	Foster City, CA 94404	41566xxxx5
Shoreline Venture Management	675 Mariners Island Blvd STE 109, San Mateo, CA 94404	41538xxxx2	inf@s***************.com
Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®\|ChFC®\|AAMS™	165 University Ave, Palo Alto, CA 94301	65032xxxx3	a.j*******@e********.com
Kilinamjaro Capital	1047 El Camino Real, Menlo Park, CA 94025	65025xxxx0
Sterling Stamos Capital Management LP	2498 Sand Hill Rd, Menlo Park, CA 94025	21228xxxx0	all@s**********.com
ASJ Real Estate Investments	11 Riviera Cir Redwood City, CA 94065	41527xxxx7	ado*@a**********.com			5	1
Equity Residential Management Llc	West Fifth Apartments, 55 W 5th Ave, San Mateo, CA 94402	65034xxxx6	a@e***************.com	1	3
Boston Common Asset Management	702 Marshall St, Redwood City, CA 94063	65029xxxx9
Fox Paine & Company	3500 Alameda De Las Pulgas Ste 150, Menlo Park, CA 94025	65023xxxx5	amb*@f*****.com
Curran & Lewis Investment MNT	555 Twin Dolphin Dr, Redwood City, CA 94065	65062xxxx2	fer***@c***********.com
Integrated Asset Management	3000 Sand Hill Rd Ste 4-100, Menlo Park, CA 94025	65023xxxx0
Merrill Lynch Financial Advisor Kevin J Carlson	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx7	bri**********@b*.com
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Andrew Andrikopoulos - Financial Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65065xxxx5	and***************@a*.com
Whitney Investment Co.	801 Brewster Ave, Redwood City, CA 94063	65036xxxx0
Alpha Rush	3 E 3rd Ave, San Mateo, CA 94401	65037xxxx4	inf@a*******.com
Baymark Financial Inc	177 Bovet Rd # 100, San Mateo, CA 94402	65034xxxx2
Hurley Wealth Management Group	1601 Bayshore Hwy Ste 302 Burlingame, CA 94010	85548xxxx3	re@h***********.com			3	2
Brickley Wealth Management	1900 O'Farrell St # 330, San Mateo, CA 94403	65063xxxx1	aar@b***********.com	3.5	2					28		33
Acacia Capital	101 S Ellsworth Ave # 300, San Mateo, CA 94401	65029xxxx2	ahl*****@a***********.com
Fuller & Thaler Asset Management Inc	411 Borel Ave Ste 300, San Mateo, CA 94402	65093xxxx0	afu**@f*********.com	4	4
Denise Hughes	San Carlos, CA 94070	65059xxxx9				5	3
Ams Capital Management	1730 S El Camino Real Ste 440 San Mateo, CA 94402	65034xxxx0	abb@a*****************.com
Dfj	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	abd*******@d.com
Zuk & Associates	535 Middlefield Rd, Menlo Park, CA 94025	65032xxxx5	aga*@z*********.com
Grealish Investment Counseling	1710 S Amphlett Blvd, San Mateo, CA 94402	65095xxxx8	ken@g********.com
Empirical Wealth Management	1300 S El Camino Real Suite 302, San Mateo, CA 94402	65025xxxx7	aba**@e******.net									2500
Roman Quisol III - Ameriprise Financial Services	433 Airport Blvd Ste 328 Burlingame, CA 94010	65028xxxx8	aud*************@a*.com
Danny Rozansky, Robertson Stephens	1550 El Camino Real Ste 250, Menlo Park, CA 94025	41550xxxx0	abl@r******.com							996	8	1000
Lamdagen	San Mateo, CA 94401	65057xxxx6	ahu*@l*****.com
Us Trust	1000 El Camino Real Ste 100, Menlo Park, CA 94025	65046xxxx0
Edv Management	702 Oak Grove Ave, Menlo Park, CA 94025	65085xxxx0
The Root Financial Group - UBS Financial Services Inc.	400 S El Camino Real #900, San Mateo, CA 94402	65069xxxx3	abb*******@u.com
Primark Benefits	875 Mahler Rd Ste 105 Burlingame, CA 94010	65069xxxx3	ada*@p************.com	1	2	1.5	2
Td Ameritrade	400 S El Camino Real Ste 100 San Mateo, CA 94401	80066xxxx0	aam*********@t*********.com			1	2			392952		400000
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	ani*******@a*.com							396		416
Currenex	1700 Seaport Blvd Ste 240, Redwood City, CA 94063	65036xxxx7	aca**@c*****.com
Scott G. Jower - UBS Financial Services Inc.	400 S El Camino Real #900, San Mateo, CA 94402	65069xxxx4	abc*****@u.com
Osborne Partners Capital Management	525 Middlefield Rd, Menlo Park, CA 94025	65085xxxx0	aar**@o************.com
Summit Financial Advisors	1700 S El Camino Real Suite 385, San Mateo, CA 94402	65035xxxx0	inf@s*************.com
Investment Solutions	1229 Burlingame Ave Burlingame, CA 94010	65034xxxx6
Bff Capital Management	411 Borel Ave San Mateo, CA 94402	65057xxxx0
Todd Ringoen - UBS Financial Services Inc.	400 S El Camino Real #900, San Mateo, CA 94402	65069xxxx5	alb**********@u.com
Kaspick & Company	203 Redwood Shores Pkwy Ste 300, Redwood City, CA 94065	65058xxxx0
SuGo Capital		41520xxxx2	cor@s*********.com									1100
Katherine Chappell - Ameriprise Financial Services	255 Shoreline Dr Ste 400 Redwood City, CA 94065	65022xxxx6	dns***@a*.com
Charles Truong-Wealth Financial Advisor	15075 Farnsworth St, San Leandro, CA 94579	51036xxxx7	aab**@b**********.com							40848	177	41000
Fisher Investments	13100 Skyline Blvd, Woodside, CA 94062	65042xxxx7	a@f****************.com	4.3	3					161266	609	158000
The Abrams Private Wealth Management Group - Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx9	abr*****************************@a*.com
Greta Tseng - BQ Realty	3080 Olcott St Ste D232 Santa Clara, CA 95054	51076xxxx5	aar******@g**.com
Steve Bono	2500 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65035xxxx5	acc**********@f**********.com
Heritage Financial North	1700 S El Camino Real Suite 375, San Mateo, CA 94402	65057xxxx5		3	1			5	6			48
Tiemann Investment Advisors	750 Menlo Ave, Menlo Park, CA 94025	65056xxxx0	inf@t*****.net
J B Investment Company	1220 Howard Ave, Burlingame, CA 94010	65023xxxx5
Luma Partners	125 University Ave, Palo Alto, CA 94301	65046xxxx0	ago*****@l*********.com							424	33	484
Ameriprise Financial Advisors	255 Shoreline Dr Ste 400 Redwood City, CA 94065	65022xxxx1	ame***************@e.ameriprise							132679		134000
Tray3	150 Alta Vista Dr, Atherton, CA 94027	65023xxxx2
Donald Kung, Managing Broker	155 Bovet Rd #700, San Mateo, CA 94402	65021xxxx0
Easyaum Inc	1720 S Amphlett Blvd, San Mateo, CA 94402	65039xxxx6	ava****@e****.com
FocusYOU	1670 S Amphlett Blvd suite 214-49, San Mateo, CA 94402	65068xxxx9	423***********************************@w***************.com	5	1
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	47
Carrick Bend Advisors	72 E 3rd Ave Ste 3, San Mateo, CA 94401	65029xxxx0
Elm Advisors	1860 El Camino Real Ste 200, Burlingame, CA 94010	65069xxxx3
Investors Capitol Management	1100 Alma St Ste 200, Menlo Park, CA 94025	86696xxxx1	bri*@f*****.com
HedgeStreet	1825 S Grant St Ste 500 San Mateo, CA 94497	87786xxxx3
Sigma Partners	1600 El Camino Real, Menlo Park, CA 94025	92590xxxx2	am@s************.com
Usvp Management Co	1460 El Camino Real, Menlo Park, CA 94025	65023xxxx6	aad*@u*.com
Frank A Branson Inc	435 Middlefield Rd, Palo Alto, CA 94301	65032xxxx0
Mike Mosher - Ameriprise Financial Services	255 Shoreline Dr Ste 400 Redwood City, CA 94065	65022xxxx8	dns***@a*.com
GSV Asset Management	2925 Woodside Rd, Woodside, CA 94062	65023xxxx7	cat****@g**.com
Morgan Stanley Wealth Management	181 2nd Ave, San Mateo, CA 94401	65034xxxx0
Minjoo Lee, CPA	2950 Merced Street Suite 102D San Leandro, CA 94577	41525xxxx1				5	2
Algo Depth	2191 Louis Rd, Palo Alto, CA 94303	40193xxxx8
Edward Jones - Financial Advisor: Evonne Carter	855 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							85136
Bordeaux Wealth Advisors	1550 El Camino Real Ste 100, Menlo Park, CA 94025	65028xxxx5	inf@b**************.com
Triple Tree	1485 Bay Shore Blvd Ste 11, San Francisco, CA 94124	41540xxxx1
Joy Ellison - UBS Financial Services Inc.	400 S El Camino Real #900, San Mateo, CA 94402	65069xxxx9	abc*****@u.com
Patrick L Goudy - Ameriprise Financial Services	533 Airport Blvd Ste 375 Burlingame, CA 94010	65040xxxx2	dns***@a*.com
Erica Lubbers - Ameriprise Financial Services	255 Shoreline Dr Ste 400 Redwood City, CA 94065	65022xxxx5	bfl************@a*.com
Hillspire Inc.	1010 Alma St, Menlo Park, CA 94025	65032xxxx4		1.5	2
Morgan Stanley Wealth Management	2775 Sand Hill Rd, Menlo Park, CA 94025	65092xxxx7	acm*********@m**********.com
First Pacific Bonding	109 Bartlett St, San Francisco, CA 94110	41590xxxx2	ton@f******.com
Brand Capital International	100 Marine Pkwy Ste 175, Redwood City, CA 94065	65024xxxx3	con**@b***********.com
Dorsal Capital Management	203 Redwood Shores Pkwy, Redwood City, CA 94065	65061xxxx0		4	1
Erik Cormier - Financial Advisor, Ameriprise Financial Services	522 Ramona St, Palo Alto, CA 94301	86028xxxx2	dns***@a*.com							324		333
Creekside Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx1	abc*****@u.com
Menlo Oaks Capital Group	885 Oak Grove Ave Ste 208, Menlo Park, CA 94025	65039xxxx2
Bennicas & Associates	2995 Woodside Rd Ste 250, Woodside, CA 94062	65085xxxx1	pat**************@b***************.com
SoftBank Vision Fund	300 El Camino Real, Menlo Park, CA 94025	65056xxxx0	myf*****@v*******.com	3.9	14
Vested Financial Planning	San Carlos, CA 94070	65071xxxx4	edb***********************************@w***************.com			5	33					165
Laura Afoa Insurance Services	1777 Borel Pl Ste 511, San Mateo, CA 94402	65021xxxx6	dan***@a**********.com									226
SD Mayer & Associates LLP	411 Borel Ave Suite 512, San Mateo, CA 94402	65062xxxx5	abe@s****.com							243	38	254
Holloway Investment Co.	483 Seaport Ct, Redwood City, CA 94063	65036xxxx1
Sargon Personal Finance Consulting	1670 S Amphlett Blvd Ste 214-40 San Mateo, CA 94402	41560xxxx1
Woodlake Anchor Property Management	520 Peninsula Ave, San Mateo, CA 94401	65037xxxx6		4.8	55
Raymond James	644 Emerson St Ste 12, Palo Alto, CA 94301	65056xxxx1	aar**********@r*********.com							17365		18000
Nelson Capital	545 Middlefield Rd, Menlo Park, CA 94025	65032xxxx0
Holbrook Global Strategies	635 Bryant St, Palo Alto, CA 94301	65039xxxx8
Edward Jones - Financial Advisor: Suzy Fisk	1001 Laurel St Ste D San Carlos, CA 94070	65063xxxx4	a.j*******@e********.com							87612		100000
Merrill Lynch Financial Advisor Tushar Zalpuri	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx6	ali************@m.com
Papadoyannis & Associates - Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	ani*******@a*.com
Ting & Associates at Merrill Lynch	101 S Ellsworth Ave 4th floor, San Mateo, CA 94401	65057xxxx8	aas**********@m.com	5	1
Sunstone Partners	400 S El Camino Real, San Mateo, CA 94402	65028xxxx0	ahu*@s*************.com
Cerity Partners	203 Redwood Shores Pkwy, Redwood City, CA 94065	65046xxxx6	aad*@c***********.com
Harvest Properties	1400 Fashion Island Blvd, San Mateo, CA 94404	65052xxxx0
Endurant Capital Management	66 Bovet Rd, San Mateo, CA 94402	65053xxxx0	aa@s**.gov
Ensemble Capital Management	1350 Bayshore Hwy Ste 460, Burlingame, CA 94010	65069xxxx0	ari@e*************.com
Franklin Resources, Inc	1 Franklin Pkwy, San Mateo, CA 94403	65031xxxx0	a.g***@f**************.com
Tamarind Financial Planning	1900 S Norfolk St Ste 350 San Mateo, CA 94403	65066xxxx1	alc*@t**************.com
SLH Group - Morgan Stanley	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx9	int********@m**********.com
Ryan Lee - Ameriprise Financial Services	1900 O Farrell St Ste 360 San Mateo, CA 94403	65059xxxx0	ani*******@a*.com
Labrador Ventures	101 University Ave, Palo Alto, CA 94301	65036xxxx0	adm*************@r*****.dotearth
Albert J Heeg Investment Management	2231 Harbor Bay Pkwy, Alameda, CA 94502	51086xxxx0
Edward Jones	111 Anza Blvd Ste 115, Burlingame, CA 94010	65034xxxx1	a.j*******@e********.com							87612		100000
Kastle Properties	155 Bovet Rd Ste 700 San Mateo, CA 94402	65024xxxx6	gje**@k******.com
Madrone Capital	1149 Chestnut St, Menlo Park, CA 94025	65085xxxx0	bfa*@a**********.com
Diamond Investment Prop	400 Concar Dr, San Mateo, CA 94402	65057xxxx8
Centers Dynamic Partners	303 Twin Dolphin Dr Ste 600 Redwood City, CA 94065	80098xxxx0
Castro Village Shopping Center	2516 San Carlos Ave, Castro Valley, CA 94546	51053xxxx4	ada***********@y**.com
Glynn Capital Management	3000 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx5	ali*@g*********.com
The Zeka Group	1110 Burlingame Ave, Burlingame, CA 94010	65034xxxx5	inf@a***********.com
Madrone Capital	3000 Sand Hill Rd Ste 1-150, Menlo Park, CA 94025	65056xxxx0	bfa*@a**********.com
The Jack Asset Management Corporation	40 29th St, San Francisco, CA 94110	41582xxxx7
Allied Brokers	Pleasanton, CA 94566	92533xxxx0				5	2
Tali Alon - Branch Manager, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65065xxxx5	dns***@a*.com
Morgan Stanley	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	acm*********@m**********.com
Penn Mutual	3 Lagoon Dr Ste 280 Redwood Shores, CA 94065	65059xxxx0				5	1
Wealthfront	900 Middlefield Rd Ste 200 Redwood City, CA 94063		a.-*****@w********.com			2.1	19			59957		61000
Barson Financial Planning	San Mateo, CA 94403	65070xxxx3	bar*******@c***********.com
Edward Jones - Financial Advisor: Rhonda Wentzel	1100 Alma St, Menlo Park, CA 94025	65032xxxx1	a.j*******@e********.com
Private Portfolios Inc.	424 N San Mateo Dr #200, San Mateo, CA 94401	65054xxxx0	bob@p****************.com
The C & G Group - Ameriprise Financial Services	255 Shoreline Dr Ste 400 Redwood City, CA 94065	65022xxxx6	and**********@a*.com
Clear Retirement Advice	1900 S Norfolk St Ste 350 San Mateo, CA 94403	80022xxxx0	inf@c*******************.com			5	5
Firelake Capital Management	575 High St Ste 330, Palo Alto, CA 94301	65032xxxx0	can***@f************.com
Sumeru Equity Partners	2020 Pioneer Ct, San Mateo, CA 94403	65052xxxx0	a@s***********.com
Poplar Point Capital Management LLC	840 Hinckley Rd #250, Burlingame, CA 94010	65023xxxx9
Mainstreet Properties	19 S B St #14, San Mateo, CA 94401	65034xxxx5	inf@m**********.com
Fashion Island Owner	1400 Fashion Island Blvd, San Mateo, CA 94404	65035xxxx7
Sensiba	1900 S Norfolk St Ste 330 San Mateo, CA 94403	65035xxxx0	a@s*****.com
Bep Borel Investors	411 Borel Ave, San Mateo, CA 94402	65028xxxx0	ana**@e**********.com
Osborn Capital Management	1875 S Grant St Ste 100, San Mateo, CA 94402	65028xxxx8
Council Financial & Insurance Services	425 Market St Ste 1600 San Francisco, CA 94105	92587xxxx2	her@c**************.com			5	68					107
Fox Paine	2105 Woodside Rd Ste 4, Redwood City, CA 94062	65021xxxx0	amb*@f*****.com
Rubicon Financial Partners	1151 Harbor Bay Pkwy Ste 135, Alameda, CA 94502	51052xxxx3	dwo@r******.com
H L Financial Group	181 2nd Ave #456, San Mateo, CA 94401	65034xxxx0
Menlo Advisors	800 Oak Grove Ave, Menlo Park, CA 94025	65068xxxx0	inf@m***********.com
Edward Jones - Financial Advisor: Ivy L May	702 Marshall St Ste 400, Redwood City, CA 94063	65036xxxx8	a.j*******@e********.com							87384		100000
Acacia Capital Corporation	101 S Ellsworth Ave Ste 300 San Mateo, CA 94401	65037xxxx0	ahl*****@a***********.com
Evart Young & Hobbs Investment Management	3 Lagoon Dr Ste 155, Redwood City, CA 94065	65080xxxx2
Charles Schwab	1300 S El Camino Real Ste 205 San Mateo, CA 94402	65035xxxx7	ian*********@s***.com			2.7	27
Burlingame Wealth Management	345 Lorton Ave Ste 201 Burlingame, CA 94010	65059xxxx0	dav@b*************.com			5	10
Stanford Property & Finance	425 Sherman Ave, Ste 330 Palo Alto, CA 94306	65049xxxx0	and*@s*******.com			3.9	11
Fifth Set Capital	459 Hamilton Ave, Palo Alto, CA 94301	65027xxxx3
Jeff Weber - The Wealth Consulting Group	San Mateo, CA 94402	65037xxxx7				5	2
Briand Kitchens	1875 S Grant Ste 750 San Mateo, CA 94402	78638xxxx7
Lilani Wealth Management	540 Ralston Ave Ste E Belmont, CA 94002	88852xxxx2	aki@l*******************.com							442	43
Natalia Koritskaya - Ameriprise Financial Services	1900 O Farrell St Ste 360 San Mateo, CA 94403	65059xxxx0	dns***@a*.com							423	22	439
Rugh Financial	2225 E Bayshore Rd, East Palo Alto, CA 94303	65064xxxx4	nic@r***********.com
Galileo Planning Group Inc	1300 S El Camino Real Ste 510, San Mateo, CA 94402	65032xxxx0	jan@g******************.com
Astellas Venture Capital	2882 Sand Hill Rd Ste 121, Menlo Park, CA 94025	65056xxxx0	pri**@a*****.com
El Dorado Ventures	702 Oak Grove Ave, Menlo Park, CA 94025	65085xxxx0
California Bank & Trust	San Mateo, CA 94402	65034xxxx8	a.p*@c*********.com							6540	9	6600
Citi Personal Wealth Management	11 E 3rd Ave, San Mateo, CA 94401	65055xxxx2	ale*******@c*.com							151265	2091	11
JB Private Investments	San Mateo, CA 94402	65031xxxx3	bfb***************************@s***.wixpress									4
National Industrial Investor’s	San Mateo, CA 94401	65057xxxx7
InterWest Partner	2710 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx5	abc*@i******.com
Pacific Core Investments	939 Laurel St Ste B San Carlos, CA 94070	65063xxxx0				1	2
Leylegian Investment Management Inc	813 El Camino Real, Atherton, CA 94027	65032xxxx0
Salt Creek Capital Management	1001 Obrien Dr, Menlo Park, CA 94025	65038xxxx0	and*@s*********.com
Firm Directions Advisors	236 W Portal Ave, San Francisco, CA 94127	41556xxxx9
Navigation Group	3 Lagoon Dr Ste 110 Redwood City, CA 94065	65059xxxx0	aar******@l.com	5	1					20100	234	21000
Bertram Capital	950 Tower Ln #1000, Foster City, CA 94404	65035xxxx0	abh@b***********.com	4	8
Luminous Capital	4400 Bohannon Dr Ste 230, Menlo Park, CA 94025	65043xxxx8
Occidental Asset Management, LLC - Burlingame	301 California Dr #9, Burlingame, CA 94010	86652xxxx5	cca***@o*****.net
Bayco Investment Co	1091 Industrial Rd Ste 215, San Carlos, CA 94070	65059xxxx0
Martin Wealth Management	1145 Merrill St, Menlo Park, CA 94025	65028xxxx0	hos*****@w*******.com
Frank A Branson Inc	200 Homer Ave, Palo Alto, CA 94301	65032xxxx0
Homeowners Financial Group	3 E 3rd Ave Suite 200, Office #328, San Mateo, CA 94401	65076xxxx5	abb@h*********.com
The Cheng Group - Morgan Stanley	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx1	acc********@m**********.com
Umpqua Bank	440 Westlake Ctr, Daly City, CA 94015	65099xxxx5	aam*******@u*******.com					4	1189	50650	669	49000
Titus Wealth Management	411 Borel Ave Ste 650 San Mateo, CA 94402	65057xxxx2
Doll Capital Management, Inc.	2420 Sand Hill Rd Ste 200, Menlo Park, CA 94025	65023xxxx0	agn@d.com	5	2			5	13	909	39	975
Peninsula Financial Group - UBS Financial Services Inc.	400 S El Camino Real #900, San Mateo, CA 94402	40828xxxx8	alb**********@u.com
Westech Investment Advisors	3130 Alpine Rd, Portola Valley, CA 94028	65039xxxx6	abd****@w********.com
Vilmont Investment Properties	864 Laurel St Ste 200, San Carlos, CA 94070	65059xxxx5	bra**@v****.com	3.4	5								3.5	3
Foothill Securities	540 Ralston Ave Belmont, CA 94002	65063xxxx1
Darien Tung - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx3	dar********@a*.com									101
Morgan Stanley Financial Advisors	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx0	acc********@m**********.com
Morgan Stanley	216 Lorton Ave, Burlingame, CA 94010	65034xxxx0	aal*****@m**********.com							112831	3036
Securities America	255 Shoreline Dr Redwood City, CA 94065	65057xxxx0
Battery Ventures	2882 Sand Hill Rd, Menlo Park, CA 94025	65037xxxx9	abc@b****.com
Merrill Lynch Wealth Management	101 S Ellsworth Ave, San Mateo, CA 94401	65057xxxx0	ban*******************@m.com	3	2
Corban Investment Ltd.	Serving theSan Mateo Area	65034xxxx5
ESO Fund	635 Mariners Island Blvd Ste 204 San Mateo, CA 94404	65026xxxx0	and*@e****.com	4.5	17	5	12
Hilltop Financial	500 Airport Blvd, Burlingame, CA 94010	65049xxxx8	lxx***@h*******************.com					5	6	43		48
Selina Elaine Soo - Ameriprise Financial Services	1900 O Farrell St Ste 360 San Mateo, CA 94403	65059xxxx0	dns***@a*.com									6
Alpha Impact Investment Management Partners	1280 Bay Laurel Dr, Menlo Park, CA 94025	65046xxxx5	aco***@i********.com
San Leandro Investment Company	326 Pendleton Way, Oakland, CA 94621	51061xxxx1
Bonnie Cheng - Morgan Stanley Financial Advisor	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx0	acc********@m**********.com
JB Private Investments	311 S Ellsworth Ave, San Mateo, CA 94401	65031xxxx3	bfb***************************@s***.wixpress									4
Neumann Capital Management	303 Vintage Park Dr, Foster City, CA 94404	65054xxxx0	car***@n***********.com
Albright Investment Management	1777 Borel Pl Ste 305, San Mateo, CA 94402	65057xxxx0	ake**@k**************.com
Edward Jones - Financial Advisor: Sirinee Tippakorn, CFP®\|ChFC®\|AAMS™	1 Twin Pines Ln Ste 104, Belmont, CA 94002	65080xxxx4	a.j*******@e********.com							87384		100000
Mega Branch, Inc.	1900 O'Farrell St Ste 360, San Mateo, CA 94403	65059xxxx0
Sterling Bank & Trust	1210 Broadway Burlingame, CA 94010	65068xxxx0	abc*@s*********.com			2.5	11
Peninsula Capital	1010 El Camino Real Ste 250, Menlo Park, CA 94025	65032xxxx0	bsm*@p**********.com
Barney Smith	411 Borel Ave Ste 220, San Mateo, CA 94402	65035xxxx0
Kenny & Company	1710 S Amphlett Blvd UNIT 302, San Mateo, CA 94402	65072xxxx5	inf@m***********.com
Atrium Capital Corp	3000 Sand Hill Rd Ste 3-110, Menlo Park, CA 94025	65023xxxx8	bfa*@a**********.com
Edward Jones - Financial Advisor: Mary Beth Hambly	855 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com							85136
Country Financial	1870 El Camino Real, Burlingame, CA 94010	65055xxxx4	aar******@c*************.com							170746		163000
Robert Cummins - UBS Financial Services Inc.	400 S El Camino Real #900, San Mateo, CA 94402	65069xxxx4	abc*****@u.com
Morris Management Co	2500 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0
Inventus Capital Partners	400 S El Camino Real #700, San Mateo, CA 94402	65029xxxx0	dea@i********.com	5	1					439	2	441
Maheras Wealth Management	155 Bovet Rd, San Mateo, CA 94402	65052xxxx0	kst*@m********************.com									229
Edward Jones - Financial Advisor: Meg Finones	111 Anza Blvd Ste 115 Burlingame, CA 94010	65034xxxx1	a.j*******@e********.com			4.2	6			87612		100000
Ventures Pejman Mar	320 High St, Palo Alto, CA 94301	65027xxxx6	mar@p********.com
Allegro Investment Inc	525 Middlefield Rd, Menlo Park, CA 94025	65032xxxx0	inf@a***************.com
Edward Jones - Financial Advisor: Sven Geffken, CFP®	1005 Terra Nova Blvd Ste 2A, Pacifica, CA 94044	65035xxxx5	a.j*******@e********.com									63
American Infrastructure Partners	950 Tower Ln #750, Foster City, CA 94404		con**@a********************.com
Edward Jones - Financial Advisor: Dominic J McKenna, AAMS™	887 Island Dr Ste E, Alameda, CA 94502	51074xxxx0	a.j*******@e********.com							87631		100000
Pride and Properties	Burlingame, CA 94011	88877xxxx9	agu**********@g**.com
Sterling Bank & Trust	15 E 4th Ave San Mateo, CA 94401	65068xxxx3	agl**@s*********.com		21	2.8	6			309
PeakSpan Capital, LLC - SV	101 S Ellsworth Ave # 110, San Mateo, CA 94401	65033xxxx0	aar@p************.com
Delta Investment Management	610 Sharon Ave, Hillsborough, CA 94010	65034xxxx7
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77
401(k) & 403(b) Fiduciary Advisors, Inc.	10 Scenic Way Apt 108, San Mateo, CA 94403	65093xxxx0	jer**@4*******.com
Tda Investment Group Inc	1214 Donnelly Ave, Burlingame, CA 94010	65034xxxx3	al@t*****.com
The Family Wealth Management Group - UBS Financial Services Inc.	400 S El Camino Real Ste 900, San Mateo, CA 94402	65069xxxx8	abb*******@u.com
Avalon Capital Management	495 Seaport Ct Redwood City, CA 94063	65030xxxx0				1	1
Kestrel Investment Management Corp	411 Borel Ave, San Mateo, CA 94402	65057xxxx0	ake**@k**************.com
Robert Graham - Financial Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	dns***@a*.com
EP Wealth Advisors	177 Bovet Rd Ste 600, San Mateo, CA 94402	65071xxxx0	ab@e*******.com
PMI Bay Property MGMT	155 Bovet Rd #700, San Mateo, CA 94402	65089xxxx8	inf@p****************.com	5	1
TIAA Kaspick	203 Redwood Shores Pkwy Suite 420, 480 Redwood City, CA 94065		cbr**@k****.com
Bcp Capital Management	1810 Gateway Dr Foster City, CA 94404	65031xxxx0