Business List: Investment Management Firms in Mission Viejo, CA, United States

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews	Bing	Bing Reviews
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
USA Financial Management Services	7700 Irvine Center Dr Ste 470, Irvine, CA 92618	94975xxxx5	cen************@c***********.com
Claraphi	120 Vantis Dr #585, Aliso Viejo, CA 92656	94921xxxx5
Edward Jones - Financial Advisor: Ian White	26400 La Alameda Ste 104 Mission Viejo, CA 92691	94958xxxx0	a.j*******@e********.com			5	1			28		30
Ranchharbor	1201 Dove St, Newport Beach, CA 92660	94922xxxx0	inf@r*********.com
Financial Management Network	24411 Ridge Route Dr, Laguna Hills, CA 92653	94945xxxx0	asa***@f**.com
Edward Jones - Financial Advisor: Jason K Somrak, ChFC®\|CEPA®	26161 Marguerite Pkwy Suite D, Mission Viejo, CA 92692	94936xxxx5	a.j*******@e********.com							87631		100000
Mont Pelerin	660 Newport Center Dr, Newport Beach, CA 92660	94970xxxx7
Cape Star Financial	24422 Avenida De La Carlot Laguna Hills, CA 92653	94985xxxx0
Noel Investment & Management, Inc.	17572 Cottonwood, Irvine, CA 92612	94937xxxx0
Edward Jones - Financial Advisor: Geoff Fellows	32392 Coast Hwy Ste 190 Laguna Beach, CA 92651	94949xxxx8	a.j*******@e********.com			5	1			87631		100000
David S. Lopez, CFP®	16A Journey Ste 200 Aliso Viejo, CA 92656	94954xxxx6
Signature Resources Capital Mangement	16755 Von Karman Ave, Irvine, CA 92606	94926xxxx6	ale@s*********.com
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
Norada Real Estate Investments	30251 Golden Lantern Ste E261 Laguna Niguel, CA 92677	80061xxxx0	inf@n**************.com			2.5	6
California Title Loans	2102 Business Center Dr Ste 130, Irvine, CA 92612	85533xxxx1	sup**@c*****************.org	5	7
Financial Management Network, Inc.	26041 Acero, Mission Viejo, CA 92691	94945xxxx0	asa***@f**.com	5	3
Catalina Group	500 Newport Center Dr, Newport Beach, CA 92660	94970xxxx2
Edward Jones - Financial Advisor: Ellen R Pickler Harris, CRPC™	24681 La Plz Ste 120, Dana Point, CA 92629	94924xxxx1	a.j*******@e********.com							87631		100000
Securities Equity Group	26800 Aliso Viejo Pkwy #150, Aliso Viejo, CA 92656	94997xxxx0	ano*********@s************.com
D & S Investments	3751 S Harbor Blvd, Santa Ana, CA 92704	71443xxxx0
APL Wealth Management Group, Inc.	28202 Cabot Rd #300, Laguna Niguel, CA 92677	94948xxxx1	ali***@a***.com
Dorman Skorheim Wealth Management, LLC	25301 Cabot Rd #208, Laguna Hills, CA 92653	94983xxxx9	inf@d************.com									60
Rich Group, Inc.	4000 Barranca Pkwy Ste 250, Irvine, CA 92604	94950xxxx9	ric**@r*************.com
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
Hanna Capital Management	8105 Irvine Center Dr Ste 1170, Irvine, CA 92618	94927xxxx0
Global Trends Investments	2010 Main St, Irvine, CA 92614	94979xxxx0	anh@c*********************.com
Carruthers Brian & Associates	301 Forest Ave, Laguna Beach, CA 92651	94946xxxx0	bri@g*******.com
Cochran Investment Company	2512 Chambers Rd, Tustin, CA 92780	71473xxxx0	kel******@c**************.com
Securities America Inc	251 Avenida Vista Del Oceano, San Clemente, CA 92672	94949xxxx4	aad******@s**************.com
The Roney Group - Morgan Stanley	28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677	94923xxxx4	acc********@m**********.com
Clearinghouse CDFI	23861 El Toro Rd Ste 401 Lake Forest, CA 92630	94985xxxx0	abe***@c**************.com	4.8	23	2.3	3
Edward Jones - Financial Advisor: Jo Cinnamon	62 Orchard, Irvine, CA 92618	97180xxxx7
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
Advanced Planning Financial & Estate Services	25411 Cabot Rd Ste 209 Laguna Hills, CA 92653	94947xxxx0				5	4
Bjr Capital Holdings	2301 Dupont Dr, Irvine, CA 92612	94930xxxx7
Stephenson & Co	16411 Scientific, Irvine, CA 92618	94972xxxx5	bra@s*****************.com
Pathway Capital Management	18575 Jamboree Rd, Irvine, CA 92612	94962xxxx0	ada*********@p***********.com
Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services	14771 Plaza Dr Ste M, Tustin, CA 92780	94925xxxx5	cry**********@a*.com		235					230		233
Sterling Financial Advisors	25950 Acero, Mission Viejo, CA 92691	94985xxxx0	d.o*****@s*******.com
Peshke Financial	27201 Puerta Real Suite 300, Mission Viejo, CA 92691	87797xxxx0	cha@p*************.com	5	14							327
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
The Prudent Speculator	30 Enterprise Suite 210, Aliso Viejo, CA 92656	80025xxxx6	bil**@k***.com							706		787
Edward Jones - Financial Advisor: Pete Peterson, RICP®	949 S Coast Dr Ste 180, Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							87384		100000
Kacor Financial Management Inc	22431 Antonio Pkwy, Rancho Santa Margarita, CA 92688	71481xxxx2
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
Heather Xiong, CFP- Life Insurance Advisor	1968 S Coast Hwy Ste 1700 Laguna Beach, CA 92651	90187xxxx0				5	3
Lifebase Advisors Inc	2700 Newport Blvd, Newport Beach, CA 92663	94967xxxx3
Rgt Capital Management LTD	1 Park Plz Ste 950, Irvine, CA 92614	94995xxxx5	abl******@r***.com
Steven Timbal - Prudential Financial	120 Vantis Ste 300, Aliso Viejo, Ca 92656	94954xxxx0	abc*****@p*******.com
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
Au Resource	27611 La Paz Rd A1 Laguna Niguel, CA 92677	88892xxxx4
Access Property Services	30448 Rancho Viejo Rd San Juan Capistrano, CA 92675	94948xxxx8	jjf@a*******.com
Martin Investment Properties	23456 Madero Suite 250, Mission Viejo, CA 92691	94970xxxx0	aly*@m****.com	2.6	8					293	14	293
Summit Healthcare REIT, Inc	23382 Mill Creek Dr, Laguna Hills, CA 92653	94953xxxx2	bni******@s*****************.com
Art Felix - Financial Advisor, Ameriprise Financial Services	26141 Marguerite Pkwy Ste A, Mission Viejo, CA 92692	94938xxxx4	art*******@a*.com
Umpqua Bank	20 Pacifica, Irvine, CA 92618	94934xxxx9	aar*******@u*******.com							50686	639	49000
Pathway Capital Management	18101 Von Karman Ave Ste 330, Irvine, CA 92612	94962xxxx0
Sagemark Consulting	18400 Von Karman Ave Ste 400 Irvine, CA 92612	94966xxxx1				5	1
January Financial	26841 La Alameda Ste 633 Mission Viejo, CA 92691	71430xxxx9	car@j*************.com			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
Josh Hanlin - Ameriprise Financial Services	27372 Aliso Creek Rd Ste 230 Aliso Viejo, CA 92656	94938xxxx5	dns***@a*.com
Jorge Villanueva Mortgage&Real Estate	23121 Verdugo Dr #100, Laguna Hills, CA 92653	95153xxxx2	j@j***************.com	5	20
Financial Advisors Network, Inc	1432 Edinger Ave Ste 200 Tustin, CA 92780	71459xxxx0	bri@f***.com			5	2			146	6	173
Ratesource	35 Argonaut Ste B2 Aliso Viejo, CA 92656	94969xxxx9
Heritage Financial, Ara Malazian, CFP	505 N Tustin Ave Ste 267 Santa Ana, CA 92705	94970xxxx2	fin******************@c***********.com
MCF Capital Management	28401 Zurita, Mission Viejo, CA 92692	94947xxxx9	60a***********************************@w***************.com
Josh Hanlin - Financial Advisor, Ameriprise Financial Services	26141 Marguerite Pkwy Ste A, Mission Viejo, CA 92692	94938xxxx5	dns***@a*.com
Tim Woodall	3991 Macarthur Blvd Ste 300, Newport Beach, CA 92660	94925xxxx5	add******@f**********.com
Independent Capital Management	San Clemente, CA 92672	94936xxxx8	a.a@i***********.com
Duckworth & Mehner	3189 Pullman St, Costa Mesa, CA 92626	71443xxxx0
Modiri Asset Management	23166 Los Alisos Blvd, Mission Viejo, CA 92691	94985xxxx7
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
Raymond James Financial Services - Thomas Calder	29122 Rancho Viejo Rd Ste 104, San Juan Capistrano, CA 92675	94938xxxx6
Farsai and Farsai Inc	23276 S Pointe Dr, Laguna Hills, CA 92653	94976xxxx4											1	3
Markham Financial Services Inc	23332 Mill Creek Dr # 120, Laguna Hills, CA 92653	94959xxxx0	and*@m*************.com									28
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
flexPATH Strategies	120 Vantis Dr Ste 400, Aliso Viejo, CA 92656	94946xxxx3	ale****@f***************.com
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
Parse Financial	16520 Bake Pkwy, Irvine, CA 92618	94987xxxx5
Spectrum Wealth Management Llc	9911 Irvine Center Dr STE 100, Irvine, CA 92618	94950xxxx0	ben@s********************.com
Oneill Financial Management	23201 Lake Center Dr, Lake Forest, CA 92630	94958xxxx7
Orange County Bookkeepers	Laguna Niguel, CA 92677	94988xxxx7	inf@o******.com
North Reef Capital	1833 S Coast Hwy #210, Laguna Beach, CA 92651	94948xxxx1	adm@n*************.com
Professional Practice Sales	18410 Irvine Blvd, Tustin, CA 92780	71483xxxx0
QUAD ENTERPRISES LLC	1048 Irvine Ave Ste 196, Newport Beach, CA 92660	94946xxxx2
Newcap Partners Inc	2082 Michelson Dr, Irvine, CA 92612	94966xxxx9	bua@n***.com
Spectrum Asset Mangemet, Inc.	1301 Dove St Ste 970, Newport Beach, CA 92660	94971xxxx0	ach*@m*******.com							166767	126	187000	1	1
Cravens James Investmt Rep	24881 Alicia Pkwy Laguna Hills, CA 92653	94983xxxx5
Ascent Wealth	Irvine, CA 92618	94953xxxx9
Edward Jones - Financial Advisor: Mark Denali, CEPA®	27042 Towne Centre Dr Ste 205, Foothill Ranch, CA 92610	94959xxxx7	a.j*******@e********.com
Fortunato Capital Partners	16441 Scientific Way Ste 250 Irvine, CA 92618	94939xxxx0	joh*****@f*************.com
Natinoal Asset Management	27151 Green Hills Ln, Laguna Hills, CA 92653	94921xxxx5	bec*@n*.com
Happy Investments	23615 El Toro Rd Ste X-226J Lake Forest, CA 92630	94939xxxx1	hii**@g**.com
Compak Asset Management	1801 Dove St, Newport Beach, CA 92660	94967xxxx0	bra@c****.com	3.7	3					35	2
Sentinel Capital Management	23332 Mill Creek Dr Ste 260 Laguna Hills, CA 92653	94938xxxx0
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
Andrew Ehrlich - Ameriprise Financial Services	28202 Cabot Rd Ste 425 Laguna Niguel, CA 92677	94946xxxx1	dns***@a*.com
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
Matthew Sassani - Ameriprise Financial Advisor	9870 Research Dr Irvine, CA 92618	94978xxxx8	mat**@i*****.com	5	9							106
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
TideRock Financial	9900 Research Dr Irvine, CA 92618	94921xxxx2	inf@t***************.com									13
Sagent Wealth Magagement	4675 Macarthur Ct, Newport Beach, CA 92660	94935xxxx0	d.j*@p******************.com							121	16
The Clark Group Asset Management	24941 Dana Point Harbor Dr, Dana Point, CA 92629	81846xxxx3	bra**@c*********.com							127		130
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
Edward Jones - Financial Advisor: Craig A Eshenko	31991 Dove Canyon Dr Ste D Trabuco Canyon, CA 92679	94985xxxx4	a.j*******@e********.com			5	1			87631		100000
Optima Asset Management Services Inc	1600 Dove St Ste 480, Newport Beach, CA 92660	94985xxxx0	nn@o**********.com
Marcia Riner	999 Corporate Dr Ste 205 Edward Jones Ladera Ranch, CA 92694	94934xxxx3	abc**@e********.com							87631		100000
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
Knight Asset Management	27401 Los Altos #300, Mission Viejo, CA 92691	94958xxxx0	ckn**@i*******.com	1	1
Babson Capital Management Inc	800 Newport Center Dr Ste 750, Newport Beach, CA 92660	94971xxxx0	aad***@b**********.com
Park Street Partners	27762 Antonio Pkwy L1-435, Ladera Ranch, CA 92694	94941xxxx1	bra@p****************.net	1	1
Edward Jones - Financial Advisor: Omar Houssainy	23046 Avenida De La Carlota Ste 600 Laguna Hills, CA 92653	94936xxxx4	a.j*******@e********.com							87631		100000
JMR Capital Group	2143 Laguna Canyon Rd Laguna Beach, CA 92651	94971xxxx5
Cadence Capital Management	610 Newport Center Dr Ste 1400, Newport Beach, CA 92660	94976xxxx0
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
Nextier Solutions Corporation	65 Enterprise Laguna Beach, CA 92656	94972xxxx0
Edward Jones - Financial Advisor: Ian White, CFP®	26400 La Alameda Suite 104, Mission Viejo, CA 92691	94958xxxx0	a.j*******@e********.com									30
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
Maggie Klein - Edward Jones	32392 Coast Hwy Ste 190 Laguna Beach, CA 92651	94949xxxx8	a.j*******@e********.com			5	1					164
Tarnutzer Companies	1601 Dove St, Newport Beach, CA 92660	94995xxxx3	aca*****@k*.com
RJ Gustilo	2 Codoniz Rancho Santa Margarita, CA 92688	94979xxxx1	rj@r********.com			5	1
The Institute of Applied Actuarial Science, IAAS	30285 Grande Vista Ave, Laguna Niguel, CA 92677	94927xxxx2	cor****@a*********.com					4.1	11	942	8	901
Castle Real Estate Group & Financial	25950 Acero Suite 100, Mission Viejo, CA 92691	94932xxxx6	inf@m***********.com	5	4			4.6	153	69125	796	68000
Edward Jones - Financial Advisor: Rick Riegle, CFP®	30131 Town Center Dr Ste 145, Laguna Niguel, CA 92677	94924xxxx8	a.j*******@e********.com									116
The Moore Strong Group Corporation	Irvine, CA 92618	94939xxxx6
Budc Capitol Holdings	5000 Birch St Ste 3000, Newport Beach, CA 92660	94947xxxx9
Quest Capital Strategies	23832 Rockfield Blvd Ste 130 Lake Forest, CA 92630	94983xxxx5	bri**********@q*********.com
Carter Financial Management	6 Venture Ste 120 Irvine, CA 92618	94945xxxx0
Simpson Capital Management	30872 Calle Barbosa, Laguna Niguel, CA 92677	94949xxxx2	dav@s***********.com									16
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
Flagstar Bank	26020 Acero, Mission Viejo, CA 92691	94934xxxx4	aar******@f*****.com
Steven D Curtis - Ameriprise Financial Services	26060 Acero Ste 106 Mission Viejo, CA 92691	94995xxxx2	cam********@a*.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
Dove Investment Research and Management	100 Pacifica, Irvine, CA 92618	87743xxxx6	jes**@d************.com
N-PRO INVESTMENT	8903 Research Dr, Irvine, CA 92618	94926xxxx4
Thomas Seaman Co	1 Park Plz, Irvine, CA 92614	94922xxxx1	ali*@t*********.com
Sherpa Financial Advisors	15707 Rockfield Blvd #130, Irvine, CA 92618	94991xxxx0	msp***@s*****.com
Shoreline Financial Services	27201 Puerta Real Ste 300 Mission Viejo, CA 92691	87732xxxx7	and@a*************.com			5	3
Charles Schwab	27201 Puerta Real Ste 100 Mission Viejo, CA 92691	94934xxxx0	ian*********@s***.com			2.7	11
Cfi	30 Corporate Park, Irvine, CA 92606	94929xxxx0	bet@c*******************.com
UBS Financial	20 Pacifica, Irvine, CA 92618	94945xxxx0	acc*************@u.com
Edward Jones	22362 Gilberto, Rancho Santa Margarita, CA 92688	94970xxxx9	a.j*******@e********.com							87631		100000
Lawyers Property Management, Inc.	7700 Irvine Center Dr Ste 800, Irvine, CA 92618
Confluence Wealth Management Group - Ameriprise Financial Services	26060 Acero Ste 109, Mission Viejo, CA 92691	94995xxxx2	cam********@a*.com							16	15	20
Becker Wealth Management	19800 Macarthur Blvd Ste 300, Irvine, CA 92612	94972xxxx5	ste**@b**********************.com
Jeffrey Halbreich - Private Wealth Advisor, Ameriprise Financial Services	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94946xxxx9	dns***@a*.com							124		126
The Cregg Brown Group - Morgan Stanley	28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677	94936xxxx8	acc********@m**********.com
David Hansch Cfp	30448 Rancho Viejo Rd Ste 180 San Juan Capistrano, CA 92675	94966xxxx5
Raymond James Financial Services	1151 Dove St Ste 115, Newport Beach, CA 92660	94997xxxx5	aar**********@r*********.com							17409		18000
Fell Capital Management Inc	1001 Dove St, Newport Beach, CA 92660	94947xxxx6	cap****@a*********.com									136
Clarity Wealth Management	16440 Bake Pkwy #100, Irvine, CA 92618	94957xxxx3	ant*************@c**********.net	5	2					146		171
Mike Borgman	Irvine, CA 92612					1	1
Family Wealth Leadership	2 Venture Ste 460 Irvine, CA 92618	94946xxxx0	inf@f********************.com			1	1
Krona Financial Group	1851 E 1st St Ste 900, Santa Ana, CA 92705	71483xxxx1
Prudent Investors	999 Corporate Dr Ste 255 Ladera Ranch, CA 92694	80045xxxx8	ame*@p***********.com			5	1
Charter West Financial Mgmt	4425 Jamboree Rd Ste 180, Newport Beach, CA 92660	94947xxxx8
Alliance Portfolio	120 Vantis Ste 515 Aliso Viejo, CA 92660	94934xxxx2	amb*@a**************.com									563
Merrill Lynch Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	ale********@m.com	3	2
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
Edward Jones - Financial Advisor: James B Johnson	27001 Moulton Pkwy, Ste 203 Laguna Hills, CA 92656	94936xxxx4	a.j*******@e********.com							87631		100000
C M Group	16 Via Helena, Rancho Santa Margarita, CA 92688	94945xxxx1	gar@c****.tv									2
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
Nelson Wealth Management	120 Vantis Ste 300 Aliso Viejo, CA 92656	94971xxxx5
Martin Investment Company	1340 Ritchey St, Santa Ana, CA 92705	71456xxxx2
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
PPS	30011 Ivy Glenn Dr Laguna Niguel, CA 92677	94948xxxx2
M360 Advisors	999 Corporate Dr, Rancho Mission Viejo, CA 92694	87757xxxx6	daw*****@m*********.com
OC RESIDENTIAL PROPERTY MANAGEMENT	27525 Puerta Real #300-250, Mission Viejo, CA 92691	94946xxxx3	acc*****@o**.com
Corporate Pointe Investments	5 Corporate Park, Irvine, CA 92606	94944xxxx8	goc**********@a.com
The Balog Group - Morgan Stanley	28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677	94936xxxx6	acc********@m**********.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
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
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
DFS Capital Management	1951 E Dyer Rd, Ste 338, Santa Ana, CA 92705	71450xxxx3	dch***@d*****************.com
VVL CPA	27762 Antonio Pkwy Ste L1-441, Ladera Ranch, CA 92694	71445xxxx0
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
Triton Pacific Capital Partner	31473 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94954xxxx0	ali**@p*************.com
David Olivieri	23201 Mill Creek Dr Laguna Hills, CA 92653	94958xxxx9
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
Global Financial Data	29122 Rancho Viejo Rd # 215, San Juan Capistrano, CA 92675	87732xxxx9	blo*@g****************.com	4	8
Edward Jones - Financial Advisor: Jacqueline Shohdy	22342 Avenida Empresa Ste 240, Rancho Santa Margarita, CA 92688	94985xxxx6	acc********@e********.com							5		25
Pacific Investment Management Company	800 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aam*********@p**.com	4.2	17
JKR & Co	1540 S Coast Hwy #202, Laguna Beach, CA 92651	94949xxxx5	inf@j***.com
Elizabeth Connolly - Financial Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Butnik Investments	34190 Camino Capistrano, Capistrano Beach, CA 92624	94949xxxx0	aba*@l********.com	4.7	133					213994	3661	214000
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
Seamount Financial Group	738 E Chapman Ave, Orange, CA 92866	71451xxxx0	aar@s**************.com
Brady Runyon - Edward Jones	23601 Moulton Pkwy Ste - D Laguna Hills, CA 92653	94946xxxx4	a.j*******@e********.com									4
Pacific Investment Management Company	650 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aam*********@p**.com
SLD Solutions	Irvine, CA 92618	88837xxxx1	dwo***@s*********.com
Irvine Wealth Management	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx0	mat**@i*****.com
Rebel Asset Recovery	1008 W Ave M-14 Ste A Palmdale, CA 93551	84449xxxx9	con**@p***********.org
Wealth Management Group	3 Park Plz, Irvine, CA 92614	94975xxxx7	adm@b**************.com							558	6	652
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
Allergan	2525 Dupont Dr Irvine, CA 92602	71424xxxx0	abb*******@a*****.com			1.8	4
Spectrum Capital Investment Group	9911 Irvine Center Dr, Irvine, CA 92618	94959xxxx1
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
Alta Pacific Wealth Management	27201 Puerta Real Ste 235 Mission Viejo, CA 92691	94920xxxx8
Otto, George	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2	geo******@r.com
Jim Warren - Ameriprise Financial Services	28202 Cabot Rd Ste 425 Laguna Niguel, CA 92677	94946xxxx1	cam********@a*.com
LTL Multifamily II	26361 Crown Valley Pkwy, Mission Viejo, CA 92691	94942xxxx1
Dove Investment Research and Management	100 Pacifica Ste 100, Irvine, CA 92618	94929xxxx6
Sage Point Financial	23172 Plaza Pointe Dr Ste 110, Laguna Hills, CA 92653	94958xxxx8	dom**@a*********.com							2988	27	3500
Optimize Financial	23212 Mill Creek Dr Laguna Hills, CA 92653	94947xxxx0	c18***************************@s***.wixpress		8	5	1			46	2	75
GW Financial, Inc.	151 Kalmus Drive, Suite C-150, Costa Mesa, CA 92626	85564xxxx9	con**@p*******.com
Raymond James Financial	29222 Rancho Viejo Rd Ste 214c, San Juan Capistrano, CA 92675	94953xxxx9
Ward Mike	931 W 19th St Apt 22, Costa Mesa, CA 92627	94965xxxx6
Edward Jones - Financial Advisor: Travis C. Macaluso	25909 Pala Ste 240 Mission Viejo, CA 92691	94945xxxx2	a.j*******@e********.com							87631		100000
Del Mar Realty & Investment	222 Avenida Del Mar, San Clemente, CA 92672	94949xxxx0	aar@d*********.com
West Egg Enterprises, Inc	27472 Portola Pkwy Ste 205-321 Foothill Ranch, CA 92610	94968xxxx8	jma**@w***************.com			1	1
Nick Yocca Law Firm	32932 Pacific Coast Hwy Ste 14-161, Dana Point, CA 92629	94948xxxx5	njy**@g**.com
Starcare	130 Newport Center Dr Ste 136, Newport Beach, CA 92660	94970xxxx0	bra**@s*****.net
Walker Financial Advisors Inc	27201 Puerta Real, Mission Viejo, CA 92691	94936xxxx1	dav@w************.com
Rodriquez Wealth Management	4340 Von Karman Ave, Newport Beach, CA 92660	94968xxxx0	cat@r********.com
Portnoff Financial	27201 Puerta Real Ste 300 Mission Viejo, CA 92691	94922xxxx2	jer*@p**************.com
Edward Jones - Financial Advisor: Steven K Buck	111 Corporate Dr Ste 250, Ladera Ranch, CA 92694	94939xxxx0	a.j*******@e********.com							87631		100000
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
Allwest Property Management	30025 Alicia Pkwy, Laguna Niguel, CA 92677	94933xxxx4	lea**@a******.com
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
The IPRESTIGE Emerge Fund LLC	27201 Puerta Real Suite 300, Mission Viejo, CA 92691	94937xxxx7	con**@f*********.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
Praetorian Advisors	2101 E Coast Hwy Ste 200, Corona Del Mar, CA 92625	94976xxxx0	esk****@p**********.com
Unity Investments	3 Ladbrook Grv, Trabuco Canyon, CA 92679	94988xxxx1
Umpqua Bank	4040 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94962xxxx0	ari************@u*******.com	3.2	5			4	1189	50651	669	49000
Fallingst Technologies LLC	27201 Puerta Real Suite 300, Mission Viejo, CA 92691	94937xxxx7	con**@f*********.com
Challenger Wealth Management	6B Liberty Ste 140 Aliso Viejo, CA 92656	94975xxxx4	nan@c*************.com
Northgate Gonzalez Reynoso	230 N Harbor Blvd Store 9, Santa Ana, CA 92703	71426xxxx4	ac@n********.com
Precision Wealth	9890 Research Dr # 200, Irvine, CA 92618	94920xxxx0	cco****@p************.com	5	1
Windfall Advisors	100 Wilshire Blvd Santa Monica, CA 90401	31040xxxx4	inf@w**************.com			5	11
Edward Jones - Financial Advisor: Hooman Karbasion	25201 Paseo De Alicia Ste 145 Laguna Hills, CA 92653	94972xxxx8	a.j*******@e********.com
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
Gene Heino	2552 Walnut Ave Ste 140 Tustin, CA 92780	80096xxxx4	gn@k****.com			4.3	6
Capital CS Group	15375 Barranca Pkwy Ste G - 110 Irvine, CA 92618	94944xxxx5	amy@c*************.com
Charles Schwab	2825 Main St Irvine, CA 92614	94995xxxx9	bil****@s***.com	4.5	10	2.8	21			647170	159	661000
Windjammer Capital Investments	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	afa**@w**************.com
Morgan Stanley Wealth Management	2 Ritz Carlton Dr Ste 203, Dana Point, CA 92629	94923xxxx0
Savino Tax & Investment Advisory Group	4060 Campus Drive, Suite #220, Newport Beach, CA 92660	94974xxxx0
Chapla-Breault Wealth Management	100 Spectrum Center Dr Ste 1020 Irvine, CA 92618	94953xxxx0
Humming Life	1968 S Coast Hwy Laguna Beach, CA 92651	90187xxxx0
Crowdcreate	400 Spectrum Center Dr Fl 19 Irvine, CA 92618		abd@c********.us	4.1	24			4.4	13			3200
Perigon Wealth Management	1130 Roosevelt, Irvine, CA 92620	94926xxxx3	abe**@p**********.com
Select Portfolio Management	26800 Aliso Viejo Pkwy #150, Aliso Viejo, CA 92656	94997xxxx0	ama***@s************.com	1	1
Shopoff Realty Investments LP	8951 Research Dr, Irvine, CA 92618	94941xxxx7	aab*******@s****.com
Palo Capital	31 Ocean Heights Dr, Newport Coast, CA 92657	94971xxxx6
Buckingham Asset Management	3 Park Plz, Irvine, CA 92614	94975xxxx7
Canterbury Consulting	660 Newport Center Dr Ste 300, Newport Beach, CA 92660	94972xxxx0	aam**@c*****************.com
Wealth Management Associate - U.S. Bancorp Investments: Jason Ong	25972 Muirlands Blvd, Mission Viejo, CA 92691	94936xxxx7	aar**********@u***.com							345252	5475	348000
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
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
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
First National Capital Corporation	27051 Towne Centre Dr, Foothill Ranch, CA 92610	94970xxxx0	abl*@f*****.com
Barons Trading Group	25910 Acero Ste 245, Mission Viejo, CA 92691	94948xxxx0	jeu@b*********.com							214		233
Confluence Wealth Management Group - Ameriprise Financial Services	780 Roosevelt Ste 214, Irvine, CA 92620	90939xxxx9	cam********@a*.com							16	2
Westmont Investments	130 Newport Center Dr, Newport Beach, CA 92660	94976xxxx7
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
Contract Management Strategies	16355 Laguna Canyon Rd, Irvine, CA 92618	94972xxxx2	bwo@c*********.com
Spectrum Capital Investment Group Inc	9911 Irvine Center Dr Ste 100, Irvine, CA 92618	94978xxxx9	ben@s********************.com
Highlight Investment Management Inc	24412 Rockfield Blvd, Lake Forest, CA 92630	94932xxxx3
Morgan Stanley	244 W Canada, San Clemente, CA 92672	94949xxxx3
Concord Investment Council	9259 Research Dr, Irvine, CA 92618	94985xxxx0	inf@m********************.com							52	2	53
Webb Financial Group	26050 Acero Mission Viejo, CA 92691	94932xxxx0	sha**@w*************.com	5	2	4.2	5
Decision Point	28202 Cabot Rd Laguna Niguel, CA 92677	94936xxxx0
Montagna & Associates	1101 Dove St Ste 190 Newport Beach, CA 92660	94983xxxx1	ast*@m********.com			5	1	5	13	426		436
Emerald Blue Advisors, Inc.	25201 Paseo De Alicia Suite 125, Laguna Hills, CA 92653	94991xxxx0	rol@e*.us	5	1
Sentient Financial	24422 Avenida De La Carlota Ste 300 Laguna Hills, CA 92653	94930xxxx6	pat**@m********.com
Edelman Financial Engines	600 Anton Blvd Ste 1750, Costa Mesa, CA 92626	83375xxxx3	aar*****@e********************.com							18469	19
Pacific Coast Wealth Management	120 Vantis Dr #300, Aliso Viejo, CA 92656	31087xxxx3	bla@p*************************.com	4.6	11
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
Pacific Southwest Financial	4590 Macarthur Blvd Ste 345, Newport Beach, CA 92660	94929xxxx1	ada******@c*************.com
Perch Wealth	29122 Rancho Viejo Rd # 111, San Juan Capistrano, CA 92675	85537xxxx3	aro**@p********.com	5	3			5	7	432		543
Raymond James Financial Services	2701 W Coast Hwy, Newport Beach, CA 92663	94963xxxx2
Noos Realty	29242 Woodbridge St, Lake Elsinore, CA 92530	32323xxxx7
American Liberty	19000 Macarthur Blvd, Irvine, CA 92612	94962xxxx8	aar@a************.com							922714		79
Del Mar Realty & Property Management	32072 Camino Capistrano, San Juan Capistrano, CA 92675	94949xxxx0	aar@d*********.com	4	2
South Coast Wealth Management	43 Corporate Park Ste 201, Irvine, CA 92606	94974xxxx1
Managed Asset Protection Inc	25401 Cabot Rd Ste 206, Laguna Hills, CA 92653	80047xxxx2	dgi*****@m*********.com
Global Real Property Investments	Capistrano Beach, CA 92624	94929xxxx5
Balanced Wealth Management	9 Orchard, Lake Forest, CA 92630	94967xxxx7	chu@b**************.com
Belcourt Investments Inc	513 30th St, Newport Beach, CA 92663	94972xxxx0
Ascent Equity Group	9641 Irvine Center Dr, Irvine, CA 92618	60564xxxx6	inf@a***************.com	5	6
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
Silver Creek Investment Management Inc	5200 Trabuco Rd, Irvine, CA 92620	94965xxxx8
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
Corporate Finance Associates	23461 S Pointe Dr # 180, Laguna Hills, CA 92653	94930xxxx0	aca***@c*.com					5	9	262	2	262
Sahil P & Charmi S Desai - Property Management	1 Calle Boveda, San Clemente, CA 92673	95128xxxx6
Scalco Financial	207 East Broadway Unit 201 Long Beach, CA 90802	56243xxxx0	mar@s************.com	5	10	5	12
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
Brian Wilverding - Associate Manager, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	85853xxxx1	ado******@a*.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
WM Investment Company	120 Danbury Ln, Irvine, CA 92618	94926xxxx5
Edward Jones - Financial Advisor: Chelsea M Peterson	949 S Coast Dr Ste 180, Costa Mesa, CA 92626	71455xxxx5	a.j*******@e********.com							73		74
Josh Hanlin - Financial Advisor, Ameriprise Financial Services, LLC	26141 Marguerite Pkwy Ste A, Mission Viejo, CA 92692	94938xxxx5	dns***@a*.com
Spectrum Capital Investment	9911 Irvine Center Dr STE 100, Irvine, CA 92618	94978xxxx9
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
Concord Investment Council	2020 Main St Ste 300, Irvine, CA 92614	94985xxxx0
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
Cbre Foothill Ranch	27442 Portola Pkwy, Foothill Ranch, CA 92610	94945xxxx9	aar********@c*.com							556844		562000
Bridgeport Investment Co	14841 Yorba St Ste 205, Tustin, CA 92780	71450xxxx5
Wolf Thomas J	25909 Pala suite 380, Mission Viejo, CA 92691	94936xxxx3	inf@i*****.com
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
Zion Enterprises	27611 La Paz Rd Ste A8 Laguna Niguel, CA 92677	94936xxxx8	acf***********************************@w***************.com
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
Morgan Stanley	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx8	int********@m**********.com
Fbr And Company	18101 Von Karman Ave, Irvine, CA 92612	94947xxxx0	aal***@f.com
Olivieri David Cfp	23201 Mill Creek Dr, Laguna Hills, CA 92653	94958xxxx9
Laguna Wealth Advisors, LLC	120 Vantis Dr Ste 300, Aliso Viejo, CA 92656	94946xxxx6	inf@l**********.com
Edward Jones - Financial Advisor: Mark Denali	27042 Towne Centre Dr Lake Forest, CA 92610	94959xxxx7	a.j*******@e********.com			5	1			87631		100000
Echelon Partners	34221 Golden Lantern St, Dana Point, CA 92629	94921xxxx0	aja***@e**********.com
Financial Planning Group	23276 S Pointe Dr Ste 102 Laguna Hills, CA 92653	94958xxxx9				3	2
Edward Jones - Financial Advisor: Mahnaz Nouri	29122 Rancho Viejo Rd Ste 113 San Juan Capistrano, CA 92675	94934xxxx9	a.j*******@e********.com		2					87631		100000
Wealth Planning Group	9841 Irvine Center Dr Ste 130 Irvine, CA 92618	94925xxxx5	mle**@w*********.com
Thomas Seaman Co	3 Park Plz Ste 550, Irvine, CA 92614	94922xxxx1	ali*@t*********.com										5	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
Reed Investment Co	1300 Bristol St N Ste N, Newport Beach, CA 92660	94985xxxx9
Irvine Wealth Management and Financial Planning	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94970xxxx3	bla@i*********.com
Edward Jones - Financial Advisor: Robert P Johnston	20532 El Toro Rd Ste 107 Mission Viejo, CA 92692	94946xxxx0	a.j*******@e********.com							37		39
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
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
Bailey Financial Management	15615 Alton Pkwy, Irvine, CA 92618	71483xxxx1	inf@t*********.com
Irvine Advisors LLC	9940 Research Dr # 200, Irvine, CA 92618	94982xxxx0	ash***@e**********.com
Kenneth Franklin - Ameriprise Financial Services	6B Liberty Ste 225 Aliso Viejo, CA 92656	94966xxxx8	din*******@a*.com							469	9	469
Stewart, Maddy, AGT	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	dav***********@r.com									54
Veritas Metals	100 Spectrum Center Dr Ste 900 Irvine, CA 92618	80094xxxx1	rya****@i***.com
Pacific Coast Invesments And Management	18552 Macarthur Blvd, Irvine, CA 92612	94972xxxx0
Belle Investment Corporation	1752 Langley Ave, Irvine, CA 92614	94986xxxx3
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
Burns Investment Group of Stifel	27201 Puerta Real Suite 350, Mission Viejo, CA 92691	94923xxxx0	bur***************@s***.com							4782		5200
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
Edward Jones - Financial Advisor: Kevin Martzolf	999 Corporate Dr Ste 205 Ladera Ranch, CA 92694	94934xxxx3	a.j*******@e********.com							87631		100000
Peters, Michael T, CPA	1551 N Tustin Ave Ste 1000, Santa Ana, CA 92705	71454xxxx0	a.j**@r****.com							140	8	205
Carr Nancy Cfp Carr Financial Services	23232 Peralta Dr Laguna Hills, CA 92653	94985xxxx4
Edward Jones - Financial Advisor: Ellen R Pickler Harris	24681 La Plz Ste 120 Dana Point, CA 92629	94924xxxx1	a.j*******@e********.com			5	1			87631		100000
Accommodation Financial Solutions	22342 Avenida Empresa Rancho Santa Margarita, CA 92688	94921xxxx6
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
Mollison & Sediqi Wealth Management Group	29222 Rancho Viejo Rd Suite 122E, San Juan Capistrano, CA 92675	94946xxxx3	den*@m********************.com
Tauras Capital Group	19800 Macarthur Blvd, Irvine, CA 92612	94965xxxx4
U.S. Bancorp Investments - Financial Advisors: Mission Viejo	25972 Muirlands Blvd, Mission Viejo, CA 92691	94970xxxx9	aar**********@u***.com							345252	5475	348000
Edward Jones - Financial Advisor: Lee Norton	17822 17th St Ste 405 Tustin, CA 92780	71483xxxx6	acc********@e********.com			4.4	7					148
Vasco Assets	2024 Quail St, Newport Beach, CA 92660	94967xxxx0	ari@v**********.com	5	79
The Entrust Group	27201 Puerta Real Ste 300, Mission Viejo, Ca 92691	80039xxxx3	aba**@t************.com							2268	69	2300
Great Far East	7700 Irvine Center Dr, Irvine, CA 92618	94958xxxx9	c18***************************@s***.wixpress
Suzuanne M Foster - Ameriprise Financial Services	26060 Acero Ste 219 Mission Viejo, CA 92691	94989xxxx8	dns***@a*.com
Michael Russo - Ameriprise Financial Services	14771 Plaza Dr Ste M Aliso Viejo, CA 92653	94937xxxx7	dns***@a*.com
Tom Sciara’s Financial Planning & Business Solutions	Irvine, CA 92604	92587xxxx6				5	2
Bockhold Investment Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	wms********@r.com							14743		16000
Barouti Financial Services	4695 Macarthur Ct, Newport Beach, CA 92660	94985xxxx5
Wealth Teams Solutions	15520 Rockfield Blvd, Irvine, CA 92618	87728xxxx8		5	1
Crystal Cove Advisors Inc	1101 Dove St Ste 120, Newport Beach, CA 92660	94938xxxx0	abu@d***************.com
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
Legacy Property Management California	28202 Cabot Rd #300, Laguna Niguel, CA 92677	94949xxxx4	imp****@g**.com	4.8	52
SummitStone Financial Group	28202 Cabot Rd Ste 445 Laguna Niguel, CA 92677	94921xxxx0	eri@s***********.com
Edward Jones - Financial Advisor: Travis Bovee	32834 Pacific Coast Hwy Ste 107 Dana Point, CA 92629	94948xxxx0	a.j*******@e********.com			5	1			87631		100000
Magnum Wealth Management	9070 Irvine Center Dr Ste 100 Irvine, CA 92618	94988xxxx0	dar*@r**********.com									98
Clearview Wealth Management	4 Venture Ste 120 Irvine, CA 92618	94933xxxx4	abd****@c*********.com			5	8			107		111
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
L.M. Harwood, Inc. dba F.A.I.T.H. Driven Planning	120 Vantis Dr #300, Aliso Viejo, CA 92656	94954xxxx3	inf@f*****************.com
Edward Jones - Financial Advisor: Brandon P Anderson	27042 Towne Centre Dr Ste 205 Foothill Ranch, CA 92610	94959xxxx7	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
Buscemi Wealth Management, LLC	29122rancho, Viejo Rd Ste 105, San Juan Capistrano, CA 92675	94921xxxx9	cab@b**********************.com
Genuine Property Management	607 E Balboa Blvd, Newport Beach, CA 92661	94920xxxx4	car@g************.com							96	4	106	5	43
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
Dana Point Real Estate	24591 Del Prado Ste 201, Dana Point, CA 92629	94960xxxx4
Hollencrest Securities	100 Bayview Cir Ste 500, Newport Beach, CA 92660	94982xxxx0	ac@h**********.com
Merrill Lynch Wealth Management	28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677	94945xxxx2	ban*******************@m.com	3.3	4
IWM Partners	3 Park Plz Ste 1490 Irvine, CA 92614	71479xxxx1	ahe*****@i********.com		5	5	3
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
Interglobal Asset Management	616 S El Camino Real, San Clemente, CA 92672	42440xxxx1	inf@i***********.com
James Sams - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94997xxxx9	dan*********@a*.com
Mammoth Equities LLC	29222 Rancho Viejo Rd Ste 203, San Juan Capistrano, CA 92675	94927xxxx0	awi@m************.com
Monarch Financial	28202 Cabot Rd, Laguna Niguel, CA 92677	94920xxxx0
Orange Management Co	1352 Irvine Blvd, Tustin, CA 92780	71450xxxx0	aal******@o*******.com
Edward Jones - Financial Advisor: Matthew R Buenafe	22362 Gilberto Ste 130 Rancho Santa Margarita, CA 92688	94970xxxx9	a.j*******@e********.com							87631		100000
Morgan Stanley	302 Glenneyre St, Laguna Beach, CA 92651	94946xxxx0	aar*********@m*********************.com
O’Quinn Raquel Investmt Rep	Laguna Hills, CA 92656
Randall Instruments Inc	17291 Irvine Blvd, Tustin, CA 92780	71466xxxx9
Newport Beach Securities Inc	18872 Macarthur Blvd Ste 100, Irvine, CA 92612	94933xxxx0
Pintar Investment Company	24682 Del Prado, Dana Point, CA 92629	94927xxxx6	inv************@p***********.com
Travis Combe - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx5	dan*********@a*.com									66
Mark Dobrilovic	25108 Marguerite Pkwy Ste A-330 Mission Viejo, CA 92692	94922xxxx6
Morgan Stanley Wealth Management	2040 Main St Ste 600, Irvine, CA 92614	94980xxxx0	aar*********@m*********************.com
Smartstop Asset Management	10 Terrace Rd, Ladera Ranch, CA 92694	94942xxxx0		3.4	5
Edward Jones	32392 Coast Hwy Ste 190, Laguna Beach, CA 92651	94949xxxx8	a.j*******@e********.com							157		164
Schultz, Robert	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx5	wms********@r.com							12815
Consolidated Capital Companies, Inc.	27201 Puerta Real, Mission Viejo, CA 92691	94942xxxx8	ron****@c***********.com
Lenders Investment Corp	2755 S Bristol St, Santa Ana, CA 92704	71454xxxx7
Morgan Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx8	acc*************@u.com
Quiver Asset Management	501 N El Camino Real, San Clemente, CA 92672	94949xxxx0	inf@h******.com
Urban Street Ventures	Newport Beach, CA 92660	80050xxxx1	inf@u*****.com			5	6			345		375
Metrovest Management	6 Liberty, Aliso Viejo, CA 92656	94936xxxx0	bho*@m******.net	4	2					587847		757000
Gold Coast Financial Group	34052 La Plz Ste 206, Dana Point, CA 92629	94954xxxx0	adm@m***********.com
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
Securities America	200 S A St, Tustin, CA 92780	71466xxxx1	aar******@s**************.com
Jim Sidaris	Laguna Hills, CA 92653					5	1
Morgan Stanley Wealth Management	300 Spectrum Center Dr Ste 800, Irvine, CA 92618	94934xxxx0
James Johnson - All Mark Insurance Services	23181 Verdugo Dr Ste 100-B Laguna Hills, CA 92653	80053xxxx1	bn@y******************.com			4.2	10
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
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
South Orange County Financial Planning - David S. Lopez, CFP	16A Journey #200, Aliso Viejo, CA 92656	94954xxxx6	dav@s**.com
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
Needelman Asset Management	555 Corporate Dr, Ladera Ranch, CA 92694	94945xxxx3	inf@n*******.com
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
PRESTON VENTURES	120 Vantis Dr # 130, Aliso Viejo, CA 92656	44949xxxxxx0	abe**@p*****.com	5	1
NFP, an Aon company	120 Vantis Dr #400, Aliso Viejo, CA 92656	94946xxxx8	aab@n.com							6199	93	6500
CALP Real Estate Investment Co.	24681 La Plz, Dana Point, CA 92629	94924xxxx0
Edward Jones	485 E 17th St Ste 100, Costa Mesa, CA 92627	94972xxxx4	a.j*******@e********.com							110		111
Carter Financial Services	20 Edelweiss Rancho Santa Margarita, CA 92688	94970xxxx3
Provence Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx0	all@p*.com	5	1
Edward Jones	27772 Vista Del Lago Mission Viejo, CA 92692	94946xxxx0	a.j*******@e********.com			2	2			87631		100000
Semmens & Cobb Consulting	30448 Rancho Viejo Rd Ste 125 San Juan Capistrano, CA 92675	94942xxxx5
D’Amore, Ehrlich & Associates - Ameriprise Financial Services	28202 Cabot Rd Ste 425 Laguna Niguel, CA 92677	94946xxxx1	dns***@a*.com
Schultz Richard	1171 Appian Way, Santa Ana, CA 92705	71473xxxx8
Andrade Investments	Rancho Santa Margarita, CA 92688	94993xxxx5
Investors' Property Services	26020 Acero #200, Mission Viejo, CA 92691	94990xxxx0	ale******@i********.com	3.4	5
Metro Coast Insurance	23456 Madero Ste 240, Mission Viejo, CA 92691	94923xxxx9	bry@m****************.com		17
Donald E Torres - Private Wealth Advisor, Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Clippinger Investment Properties	30012 Ivy Glenn Dr Ste 200, Laguna Niguel, CA 92677	94936xxxx6
California Business Benefits	22921 Triton Way Ste 231 Laguna Hills, CA 92653	94991xxxx0	c18***************************@s***.wixpress
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
Prudent Investors	22932 El Toro Rd, Lake Forest, CA 92630	76059xxxx5	inf@p**************.com
American Strategic Capital Inc.	949 S Coast Dr, Costa Mesa, CA 92626	71452xxxx3
Newport Capital	15 Corporate Plaza Dr Ste 250, Newport Beach, CA 92660	94975xxxx6
Researchdx	13766 Alton Pkwy, Irvine, CA 92618	51033xxxx7	aav**@r*******.com
Klein, Martin	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx4	mar*******@r.com									157
Ankit Consulting Services	30211 Avenida De Las Bandera Ste 200, Rancho Santa Margarita, CA 92688	94968xxxx4	aj@a********.com
T N Investments Group, LLC	17220 Newhope St, Fountain Valley, CA 92708	71443xxxx4											1	3
Alta Pacific Wealth Management LLC	27201 Puerta Real #235, Mission Viejo, CA 92691	94920xxxx8
LLC Cimco	250 Fischer Ave, Costa Mesa, CA 92626	71436xxxx0
Tunney Wealth Management - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx6	acc*************@u.com
Ihsv-Inc	2361 Campus Dr, Irvine, CA 92612	94961xxxx8	ihs*******@c***********.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
The American Dream Home Mortgage And Realty	4 Jameson, Foothill Ranch, CA 92626	71445xxxx4
Enumerate Financial Services	27281 Las Ramblas, Mission Viejo, CA 92691	80076xxxx6	a@g**********.com	1	1
Alin Worldwide Investments	555 Ancon Blvd Suite 150, Costa Mesa, CA 92626	71426xxxx0
Martin Investment Properties Inc	23456 Madero Ste 250, Mission Viejo, CA 92691	94970xxxx0	aly*@m****.com	2.9	7					293	14	293
CIBC Private Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94966xxxx0	acc*****@c*.com							2120		2200
Ryan S Flynn - Edward Jones	999 Corporate D Ste 205 Ladera Ranch, CA 92694	94934xxxx3
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
JMR Capital Partners Inc	24642 San Juan Ave, Dana Point, CA 92629	94971xxxx5	inf@j***.com
Saatchi Investment Corporation	14200 Culver Dr, Irvine, CA 92604	94973xxxx6
Financial Research Group	4500 Campus Dr Ste 135, Newport Beach, CA 92660	94975xxxx0
Global Financial Data	29122 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94954xxxx0	las@g*****************.com
TVT Real Estate & Property Management	90 Frontier St, Trabuco Canyon, CA 92679	94970xxxx6
Atomi Financial Group	20 Executive Park Ste 120 Irvine, CA 92614	88853xxxx4	baf***************************@s***.wixpress			5	1
Edward Jones - Financial Advisor: Ryan T Krause	26161 Marguerite Pkwy, Mission Viejo, CA 92692	94936xxxx5	a.j*******@e********.com							87631		100000
Edward Jones	29122 Rancho Viejo Rd Ste 113, San Juan Capistrano, CA 92675	94934xxxx9
Asset Management	San Juan Capistrano, CA 92675	94921xxxx2
Solomon Financial Mortgage & Realty	3400 Irvine Ave Ste 221 Newport Beach, CA 92660	71440xxxx4	dav@s*******.com			5	2
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
Ryan T Krause - Edward Jones	32834 Pacific Coast Hwy Ste 107 Dana Point, CA 92629	94948xxxx0	a.j*******@e********.com			5	1					23
Retreat Capital Management	26772 Vista Ter Lake Forest, CA 92630	94960xxxx0
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
Castapos Inc	4695 Macarthur Ct, Newport Beach, CA 92660	31044xxxx3	aid******@m******.com									4
Optivest	24901 Dana Point Harbor Dr Suite 200, Dana Point, CA 92629	94936xxxx6	ash*@o********.com
Target Date Solutions	900 Calle Venezia, San Clemente, CA 92672	94948xxxx9	ron@t******************.com
The Napoli and Whitney Group	2405 Mccabe Way Ste 100, Irvine, CA 92614	94942xxxx5	3b6***********************************@w***************.com							36339		34000
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
Janet Gervais Financial Consultant	23101 Lake Center Dr Lake Forest, CA 92630	94920xxxx8
GenoaCap	65 Enterprise, Aliso Viejo, CA 92656	94923xxxx9	dan@g*******.com
OWL Wealth Management - Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94986xxxx0	ado******@a*.com							295		296
TekniGal Corporation	43 Sillero Rancho Santa Margarita, CA 92688	94942xxxx4
Q Balance	Irvine, CA 92618		hos*****@o.com
Edward Jones Investments	999 Corporate Dr Suite 205, Ladera Ranch, CA 92694	94934xxxx3	a.j*******@e********.com							87631		100000
Legacy Partners	27101 Puerta Real, Mission Viejo, CA 92691	94936xxxx0	aab******@l***********.com							254	5	281
Laguna Coast Real Estate	Laguna Beach, CA 92651	94949xxxx0	cat***@c.net	5	12			4.3	5	1156	38	1100
Lufon Investments	17822 17th St Ste 212, Tustin, CA 92780	71422xxxx9	a.j*******@e********.com							85136
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
Schiel Wealth Management	30448 Rancho Viejo Rd Ste 180 San Juan Capistrano, CA 92675	94938xxxx5	csc**@i**.com			4.4	8			275	3	266
Ring Bill	27416 Betanzos, Mission Viejo, CA 92692	94958xxxx3
Poole, Michael	500 Newport Center Dr, Newport Beach, CA 92660	94976xxxx4	ban********@e**.bankofamerica
Pacific Park Financial Inc	101 Columbia, Aliso Viejo, CA 92656	94959xxxx4	gar@m***********.com
Prism Wealth Preservation & Insurance Solutions	29222 Rancho Viejo Rd #204, San Juan Capistrano, CA 92675	94921xxxx2	dan***@p***********.com									5
Laguna Asset Management	23117 Plaza Pointe Dr # 100, Laguna Hills, CA 92653	94948xxxx9	cam@l*******************.com	2.4	13
Don A. Harrell - Morgan Stanley	28202 Cabot Rd Ste 500, Laguna Niguel, CA 92677	94936xxxx3	acc********@m**********.com
Edward Jones - Financial Advisor: Nick Zeiter	32392 Coast Hwy Ste 190 Laguna Beach, CA 92651	94949xxxx8	a.j*******@e********.com			5	2			87631		100000
Fiscalis Advisory Inc	30320 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94942xxxx5	inf@f**************.com
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
Morgan Stanley Wealth Management	1901 Main St Ste 800, Irvine, CA 92614	94995xxxx0	acm*********@m**********.com
Chetney William R	33272 Valle Rd Ste 100, San Juan Capistrano, CA 92675	71448xxxx6
Eddie Bryant	31681 Camino Capistrano, San Juan Capistrano, CA 92675	94922xxxx5
Fabian Wealth Strategies Inc	3070 Bristol St Ste 610, Costa Mesa, CA 92626	71466xxxx3
Edward Jones	300 S El Camino Real, San Clemente, CA 92672	94949xxxx4	a.j*******@e********.com							87631		100000
Jeffrey Halbreich - Ameriprise Financial Services	26060 Acero Ste 218 Mission Viejo, CA 92691	94946xxxx9	dns***@a*.com							124		126
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
Edward Jones	2842 E Chapman Ave, Orange, CA 92869	71463xxxx1	a.j*******@e********.com							85136
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
Woodbury Financial Services	3070 Bristol St. Suite 500, Costa Mesa, CA 92626	94920xxxx4	bre@j********.com
Fellows Wealth Management	100 Spectrum Center Dr #900, Irvine, CA 92618	94937xxxx6	geo@f********************.com	4	1
Perla Capital Group	4 Park Plz Ste 1240, Irvine, CA 92614	94925xxxx7
Downie Financial Group- Dave Ramsey Smartvestor Pro	26050 Acero, Mission Viejo, CA 92691	71490xxxx5	cli@c********.com	5	10
Sunlan Corporation	8102 E Santa Cruz Ave, Orange, CA 92869	71428xxxx4
Allen & Caron Inc	2151 Michelson Dr Ste 120, Irvine, CA 92612	94947xxxx0	and*@a*******.com
Wasatch Group	26440 La Alameda, Mission Viejo, CA 92691	94936xxxx3	abb@w*********.com	1	1			3.2	76	1216	13	1200
Pacific Coast Wealth Management	120 Vantis Dr, Aliso Viejo, CA 92656	94963xxxx2	bla@p*************************.com	4.6	11
N-PRO INVESTMENT	8903 Research Dr Irvine, CA 92603	94926xxxx4
Buffalo Capital Corporation	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	94947xxxx9	jdo@b************.com
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
Modern Asset Management, Inc.	23030 Lake Forest Dr #202, Laguna Hills, CA 92653	94920xxxx3	ale************@m******************.com
Edward Jones	180 E Main St, Tustin, CA 92780	71457xxxx9	a.j*******@e********.com							85136
Matrix Equity Capital	23456 Madero, Mission Viejo, CA 92691	87727xxxx7	inf@i***.com							341253		341000
Rennie & Associates	1608 Galaxy Dr, Newport Beach, CA 92660	94965xxxx2
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
Level Four Group	1920 Main St Ste 1090, Irvine, CA 92614	94977xxxx1	aha*@l***************.com
Signature America Wealth Management	22956 El Toro Rd Lake Forest, CA 92630	94921xxxx0	pau@h*******.com	5	2					112		134
Matsushita Internaitonal	1141 Via Callejon, San Clemente, CA 92673	94949xxxx0
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
Premier Money Source	24 Sidney Bay Dr Ste 507 Newport Coast, CA 92657	94924xxxx2	dua@p***************.com			4.3	16
Sage Mint Wealth	2600 Michelson Dr Ste 950 Irvine, CA 92612	71493xxxx0	inf@s************.com			5	1
Latitude West Investment Partners	26400 La Alameda, Mission Viejo, CA 92691	71474xxxx7	mic*********@l********.com
Investors Property Services	Serving theMission Viejo Area	94990xxxx0
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
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
LBA Realty	3347 Michelson Dr, Irvine, CA 92612	30370xxxx4	aa.*******@l******.com
Financial Management Network	26041 Acero, Mission Viejo, CA 92691	94945xxxx0	asa***@f**.com	5	3
Morgan Stanley Wealth Management	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx5	acm*********@m**********.com
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
GHB Intellect Intellectual Property Consulting Firm	26081 Merit Cir Ste 119 Laguna Hills, CA 92653	85836xxxx2	ada*****@g*********.com	5	1
Guy Carpenter & Company Llc	27201 Puerta Real Ste 150, Mission Viejo, CA 92691	94961xxxx0	ada*****@g****.com
Sierra Asset Management	2699 White Rd, Irvine, CA 92614	94966xxxx4	con**@s*****.com
Henry, Daniel S	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx8
Strategic Financial Group	18191 Von Karman Ave Ste 100, Irvine, CA 92612	94962xxxx0
Newport Investors	9870 Research Dr, Irvine, CA 92618	88865xxxx7	inf@n**************.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
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
Irvine Wealth Management	9870 Research Dr, Irvine, CA 92618	94978xxxx8		5	9
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
Stifel	30448 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94923xxxx0	bur***************@s***.com							4782		5200
Denis Doulgeropoulos - Mass Mutual	2020 Main St Ste 1200 Irvine, CA 92614	76065xxxx0	DDo**********@f***********.com			5	1			136		141
Edward Jones - Financial Advisor: Mike Borgman	18200 Von Karman Ave, Irvine, CA 92612	94975xxxx3	a.j*******@e********.com										5	1
Brooks Business Support	San Juan Capistrano, CA 92675	94967xxxx5	inf@b*******************.com							449		461
Duggins Financial	65 Vantis Dr, Aliso Viejo, CA 92656	87729xxxx1	bi@d*************.com	1	1
Kaz Investment Management	14712 Franklin Ave, Tustin, CA 92780	71441xxxx7
Edward Jones	31991 Dove Canyon Dr Ste D Trabuco Canyon, CA 92679	94985xxxx4	a.j*******@e********.com							87631		100000
Argent Firm Inc	420 Exchange Ste 250, Irvine, CA 92602	94925xxxx4	ala***@t*****.alabama					5	5			164
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
Saint Investment Group Inc.	555 Anton Blvd Suite 225, Costa Mesa, CA 92626	71433xxxx0
Knightsbridge Asset Management	450 Newport Center Dr, Newport Beach, CA 92660	94964xxxx4	har@k******.com
Focus Wealth Management - Ameriprise Financial Services	6B Liberty Ste 225, Aliso Viejo, CA 92656	94966xxxx8	din*******@a*.com	5	2					469	9	469
Lea Inouye - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx8	dns***@a*.com
Fidelity Investments	27101 Puerta Real Suite 160, Mission Viejo, CA 92691	80054xxxx4	a61**@f*****.com	2.8	24					329275		353000
Rincon Pacific Management Inc.	2340 S El Camino Real, San Clemente, CA 92672	94936xxxx3
Fortress Management Firm LLC	1968 S Coast Hwy Ste 6, Laguna Beach, CA 92651	80092xxxx2
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
Financial Network Investment Corp	24981 Dana Point Harbor Dr, Dana Point, CA 92629	94966xxxx5
Wohl Investment Co	14 Corporate Plaza Dr Ste 110, Newport Beach, CA 92660	94970xxxx0	re@w*************.com
Florentez Investment Management Inc	12 Brillantez, Irvine, CA 92620	71460xxxx7
Flagstar Bank	949 S Coast Dr Ste 100, Costa Mesa, CA 92626	71454xxxx0	aar******@f*****.com
Pacifica Wealth Advisors	26041 Acero, Mission Viejo, CA 92691	94930xxxx0	rob*@p***********.com	5	3							509
Inverness Graham Investments LP	15707 Rockfield Blvd, Irvine, CA 92618	94922xxxx0	aam@i************.com
Klk Capital Management	2010 Main St, Irvine, CA 92614	94937xxxx8	aca***************@a****.com
C3 Private Wealth Advisors - Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	c3p******************@a*.com
Christina D’Amore - Ameriprise Financial Advisor	25411 Cabot Rd Ste 101 Laguna Hills, CA 92653	94946xxxx1	dns***@a*.com
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
Brent Rupnow - Financial Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx9	bre*******@a*.com
Good Life Financial Management	16842 Von Karman Ave, Irvine, CA 92606	94923xxxx7
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
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
American Gateaway Regional Centers LLC	930 roosevelt DR Ste 325, Irvine, CA 92620	71430xxxx1
Pelorus Equity Group	23461 S Pointe Dr Ste 215 Laguna Hills, CA 92653	94972xxxx3	dan@p*****************.com
Haussmann Financial	23201 Lake Center Dr #300, Lake Forest, CA 92630	80077xxxx0		4.4	7
Confluence Wealth Management Group - Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	90939xxxx9	cam********@a*.com							16	15	20
Edward Jones - Financial Advisor: Brian W Suttle	25909 Pala Ste 315 Mission Viejo, CA 92691	94945xxxx2	a.j*******@e********.com							87631		100000
First American Trust	5 First American Way, Santa Ana, CA 92707	71464xxxx7	acc********@f****.com	3.2	5					5257		5800	5	1
Reich William L & Associates	Mission Viejo, CA 92691	94958xxxx8
Walker Financial Advisors	27201 Puerta Real Ste 465 Mission Viejo, CA 92691	94936xxxx1	ber*@w************.com
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
David Thompson - RBC Wealth Management Branch Director	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
H Roark Investment Banking Inc.	4750 Von Karman Ave, Newport Beach, CA 92660	94925xxxx5
Walker Financial Advisors Inc	27201 Puerta Real #465, Mission Viejo, CA 92691	94936xxxx1	ber*@w************.com	5	1
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
Brascia Investment Management	23120 Alicia Pkwy, Mission Viejo, CA 92692	94983xxxx0
Morgan Stanley	2 Ritz Carlton Dr Ste 203, Dana Point, CA 92629	94923xxxx0	int********@m**********.com
Neuberger Berman	620 Newport Center Dr Ste 250, Newport Beach, CA 92660	94946xxxx0	abc**@n.com
Wave Wealth Management	479 Ocean Ave Ste D Laguna Beach, CA 92651	94949xxxx0
Salout Insurance Solutions	15520 Rockfield Blvd Ste G Irvine, CA 92618	71431xxxx9				5	6
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
Stephen McGuirk - Financial Advisor, Ameriprise Financial Services	26141 Marguerite Pkwy Ste A, Mission Viejo, CA 92692	94951xxxx3	dns***@a*.com
Edward Jones - Financial Advisor: Eric W Connella	23601 Moulton Pkwy Laguna Hills, CA 92653	94946xxxx4	a.j*******@e********.com			4	4			86726		98000
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							87631		100000
Edward Jones - Financial Advisor: Nathan Kieu	19742 Macarthur Blvd, Irvine, CA 92612	94972xxxx8	a.j*******@e********.com							87631		100000
401 K Advisors	23461 S Pointe Dr Ste 120 Laguna Hills, CA 92653	94946xxxx8
Bradstreet Investment Co.	121 Agate Ave, Newport Beach, CA 92662	94972xxxx2
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
Edward Jones - Financial Advisor: Trisha M Braunstein	3621 Harbor Blvd Ste 140, Santa Ana, CA 92704	94963xxxx1	a.j*******@e********.com							48		91
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
The Sullivan Group	29222 Rancho Viejo Rd Suite 119, San Juan Capistrano, CA 92675	94938xxxx8	all**@s**********.net							111	2	110
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
Tu Tran Cfp	17822 17th St, Tustin, CA 92780	71473xxxx1
Managed Asset Companies	25401 Cabot Rd #206, Laguna Hills, CA 92653	94926xxxx0	dgi*****@m*********.com
PSG Capital Partners	16441 Scientific Way Ste 250 Irvine, CA 92618
O'Neill Tax & Financial	501 N El Camino Real Ste 200, San Clemente, CA 92672	94949xxxx9	inf@i**************.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
Kader Investments, Inc	30011 Ivy Glenn Dr Ste 113 Laguna Niguel, CA 92677	94924xxxx7
Zion Enterprises	27611 La Paz Rd, Laguna Niguel, CA 92677	94936xxxx8	acf***********************************@w***************.com
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
Fjord Ventures	26051 Merit Cir Ste 102, Laguna Hills, CA 92653	94934xxxx8	aal**@f**********.com	4.4	5
Trusted Policy Funds	23046 Avenida De La Carlota Ste 600, Laguna Hills, CA 92653	94951xxxx8
Lord Nadine M Cfp	30021 Tomas Rancho Santa Margrta, CA 92688	94976xxxx8	jac********@g**.com
Tax Smart Investing & Planning	9870 Research Dr Irvine, CA 92618	71451xxxx8	gsi***@t**************.org									71
Ossola Wealth Management	130 Vantis Dr UNIT 135, Aliso Viejo, CA 92656	94925xxxx2	all********@o*****.com
*ETRADE**	1901 Main St Fl 7 Irvine, CA 92614	86678xxxx3	adv**********@e***.com			1.4	14			166296		170000
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
Stifel	27201 Puerta Real Suite 350, Mission Viejo, CA 92691	94923xxxx0	abb**@s***.com	5	1					4782		5200
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
Edward Jones - Financial Advisor: Mark Denali	27042 Towne Centre Dr Ste 205, Foothill Ranch, CA 92610	94959xxxx7
GOLD KEY Wealth Management	24031 El Toro Rd Ste 330 Laguna Hills, CA 92653	94930xxxx0
Labarthe, Jeff	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2
Strivent Financial	27201 Puerta Real Suite 300, Mission Viejo, CA 92691	80089xxxx3		5	1
Mischler Financial Group Inc	1111 Bayside Dr Ste 100, Corona Del Mar, CA 92625	94972xxxx0	agu*****@m**************.com					5	5			89
Brookseed Partners	Trabuco Canyon, CA 92679	94970xxxx1	adm@b******.com
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
Edward Jones - Financial Advisor: Craig A Eshenko, AAMS™	31991 Dove Canyon Dr Ste D, Trabuco Canyon, CA 92679	94985xxxx4	a.j*******@e********.com							87631		100000
Saposh & Malter Inc	15 Vantis Dr, Aliso Viejo, CA 92656	94940xxxx0		5	1
Edward Jones - Financial Advisor: Jason K Somrak	26161 Marguerite Pkwy, Ste D Mission Viejo, CA 92692	94936xxxx5	a.j*******@e********.com			5	1
Pacific Park Financial	6 Gilly Flower St Ladera Ranch, CA 92694	94960xxxx4	gar@m***********.com			5	2
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
Roth Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx3	abc*****@u.com
Tober & Co Financial Service	635 Camino De Los Mares, San Clemente, CA 92673	94944xxxx3	mar*****@e************.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
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
Morgan Stanley Wealth Management	244 W Canada, San Clemente, CA 92672	94949xxxx3
Stifel	895 Dove St Ste 400, Newport Beach, CA 92660	94925xxxx4	abb**@s***.com							4756		5200
Laguna Pointe Wealth Advisors	27201 Puerta Real Suite 300, Mission Viejo, CA 92691	94983xxxx5	mar********@l***********.com							99	3	100
Crew Enterprises	20 Enterprise Suite 400, Aliso Viejo, CA 92656	94954xxxx4		3.8	13
CRM Investment Group, Inc.	22996 El Toro Rd, Lake Forest, CA 92630	94945xxxx8
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
Coto De Caza Real Estate	22431 B-160 Antonio Pkwy, Rancho Santa Margarita, CA 92688	94958xxxx6	ann@i**********.com							414		417
Wealth Management Advisers	23441 S Pointe Dr #290, Laguna Hills, CA 92653	94960xxxx0
Askew Kabala & Co. Inc.	242 W Main St, Tustin, CA 92780	71450xxxx0	con**@a********.com
Align Wealth Advisors	24031 El Toro Rd Ste 210, Laguna Hills, CA 92653	94971xxxx5	inf@a*****************.com	1	1					53	7	58
Row Asset Management	450 Newport Center Dr, Newport Beach, CA 92660	94947xxxx1	ak@r****.com
Bank of England Mortgage	26040 Acero, Ste.114, Mission Viejo, CA 92691	94961xxxx2
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
Coast Wealth Management	302 N El Camino Real, San Clemente, CA 92672	94936xxxx5	mva******@c******************.com
Spectrum Asset Management Inc.	450 Newport Center Dr, Newport Beach, CA 92660	94995xxxx1	ach*@m*******.com							166767	126	187000
Eden Financial	26895 Aliso Creek Rd Ste B-237 Aliso Viejo, CA 92656	94980xxxx5	nyc*@e**********.co
Alliance Portfolio - Private Hard Money Lender	120 Vantis Dr #515, Aliso Viejo, CA 92656	94934xxxx2	amb*@a**************.com	4.8	16							563
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
Affinity Investment Advisors	18111 Von Karman Ave Ste 550, Irvine, CA 92612	94966xxxx3	ale*****@a***************.com
Thomas E Smith - Financial Advisor, Ameriprise Financial Services	2020 Main St Ste 250, Irvine, CA 92614	94933xxxx0	dns***@a*.com
Trusted Financial Advisors	30101 Town Center Dr Ste 100 Laguna Niguel, CA 92677	94924xxxx7	cyn**@t*************.com			5	3
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
Edward Jones - Financial Advisor: Derek B Greer	429 Avenida De La Estrella Ste 102, San Clemente, CA 92672	94949xxxx4	a.j*******@e********.com							87631		100000
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
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
The Clark Group Asset Management	24941 Dana Point Harbor Dr Ste C210 Dana Point, CA 92629	94955xxxx8	bra**@c*********.com			5	1			127		130
Moler Capital Management	8 Corporate Park, Irvine, CA 92606	94944xxxx3	mat**@m*********.com
McDonnell Investment Management	24872 Golden Vis, Laguna Niguel, CA 92677	94936xxxx2	b.c***@m*****************.com
Steven D Curtis - Financial Advisor, Ameriprise Financial Services, LLC	26060 Acero Ste 109, Mission Viejo, CA 92691	94995xxxx2	cam********@a*.com	5	1
Crossmark Financial	1601 Dove St Ste 199, Newport Beach, CA 92660	94944xxxx0	bry@c***************.com
Wolf, Thomas J, AGT	26691 Plaza, Mission Viejo, CA 92691	94936xxxx3
WILLIAM RYAN COMPANY, L.L.C.	28202 Cabot Rd #300, Laguna Niguel, CA 92677	88822xxxx1	bi@w***************.com
Mission Wealth	1 Park Plz, Irvine, CA 92614	94928xxxx0	ach**@m**********.com
Michael Beattie - Financial Advisor, Ameriprise Financial Services	30320 Rancho Viejo Rd Ste 15, San Juan Capistrano, CA 92675	94954xxxx9	dns***@a*.com
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
Edward Jones - Financial Advisor: Robert Brown	27772 Vista Del Lago Ste B-21 Mission Viejo, CA 92692	94946xxxx0	a.j*******@e********.com							87631		100000
Concord Investment Council	9811 Irvine Center Dr, Irvine, CA 92618	94985xxxx0	gid*@c****.com							52	2	53
Philip Song	Rancho Santa Margarita, CA 92688	94950xxxx1
Tyler James Pace, CPA, MAFM	3000 Ladrillo Aisle, Irvine, CA 92606	94942xxxx5
Maven Group Investment Strategies	530 Technology Dr Ste 100 Irvine, CA 92618	94939xxxx3	inf@m***********.com	5	11
Valor Gold Group	300 Spectrum Center Dr Ste 400 Irvine, CA 92618	80046xxxx8
South Coast Wealth Management	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx7
SagePoint Financia	23232 Peralta Dr STE 122, Laguna Hills, CA 92653	94933xxxx9	jim******@l.com
Edward Jones - Financial Advisor: Colin P Smith, CFP®\|CEPA®	905 Calle Amanecer Ste 260, San Clemente, CA 92673	94936xxxx0	a.j*******@e********.com							52		53
Lanxton Capitals	1968 S Coast Hwy, Laguna Beach, CA 92651	23452xxxx2	au@l**************.com
Access Inc	19762 Macarthur Blvd, Irvine, CA 92612	94975xxxx0
Anoush Shamaei (Realtor)	3500 Barranca Pkwy Ste 100, Irvine, CA 92606	94957xxxx0	ano*@h***************.com
First American Advisors	24031 El Toro Rd Ste 304 Laguna Hills, CA 92653	94960xxxx7	joh@f*******************.com			5	2
The March Group	7545 Irvine Center Dr, Irvine, CA 92618	94962xxxx5
WL Faith Investment Management	28202 Cabot Rd Ste 300 Laguna Niguel, CA 92677	94952xxxx9
Dorman Skorheim Wealth Management, LLC	25301 Cabot Rd, Laguna Hills, CA 92653	94983xxxx9	inf@d************.com									60
Death Administration	49 Castletree, Rancho Santa Margarita, CA 92688	71434xxxx1	a.p*******@l.com
Terrada Investment Corp	4940 Campus Dr Ste C, Newport Beach, CA 92660	94975xxxx0
Edward Jones - Financial Advisor: Ryan P McLaughlin	22362 Gilberto Ste 130 Rancho Santa Margarita, CA 92688	94970xxxx9	a.j*******@e********.com							87631		100000
Needleman Asset Management	1301 Dove St, Newport Beach, CA 92660	94938xxxx0	ach*@m*******.com
SoCal Financial Planning	2552 Walnut Ave Ste 145 Tustin, CA 92780	94937xxxx4				5	1
APEX Investment Planning Services	424 32nd St Ste A, Newport Beach, CA 92663	94966xxxx0	bai**@b*****.com
Pacifica Wealth Advisors	9870 Research Dr, Irvine, CA 92618	94930xxxx0	joh@p************.com					4.9	28			512
Diversified Real Property Management	180 E Main St Ste 101, Tustin, CA 92780	71454xxxx5	ahm@d******.com
Amchamp	1802 Holly Tree Ln, Santa Ana, CA 92705	90926xxxx1
Charles Fish Investments	2010 Main St Ste 130, Irvine, CA 92614	94929xxxx0
Edward Jones	27230 La Paz Rd Ste N Mission Viejo, CA 92692	94958xxxx4	a.j*******@e********.com
Owen Zhang - OZ Wealth Management	530 Technology Dr Ste 100 Irvine, CA 92618	94952xxxx3	zha*******@g**.com			5	19
Edward Jones - Financial Advisor: Robert P Johnston	1 Orchard Ste 200, Lake Forest, CA 92630	94946xxxx0	a.j*******@e********.com									39
Trustee Corp	30 Corporate Park Ste 400, Irvine, CA 92606	94925xxxx0	abu**@t*********.com					5	7	245	15	245
Nationwide Investors Group	26041 Cape Dr Ste 224, Laguna Niguel, CA 92677	94934xxxx3
Towneley Capital Management, Inc.	23197 La Cadena Dr, Laguna Hills, CA 92653	80054xxxx2	car*@t*****.com	5	2
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
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
Sol Terra Estates & Lending Inc.	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94962xxxx5	geo*@s************.com							363	7	354
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
Taxpros Plus	439 N El Camino Real Ste B San Clemente, CA 92672	94927xxxx0	c18***************************@s***.wixpress	4.9	76	5	46	5	8	165	85	191
Sterling Financial Advisors	25950 Acero #310, Mission Viejo, CA 92691	94985xxxx0	bra******@s*******.com	5	1
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
Unique Property Management	950 S Coast Dr, Costa Mesa, CA 92626	71484xxxx0	upm@u*************.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
Dove Investment Research and Management	100 Pacifica Ste 300 Irvine, CA 92618	94927xxxx0	den@d************.com			3	2
Whittier Trust	4695 Macarthur Ct, Newport Beach, CA 92660	71454xxxx0	bfi**@w**********.com
Kremer Co	260 Newport Center Dr, Newport Beach, CA 92660	94975xxxx2
Titan Capital Management	13 Poppy Hills Rd, Laguna Niguel, CA 92677	94948xxxx7	abe@t************.com
Edward Jones - Financial Advisor: Garret Ring	30131 Town Center Dr Ste 145, Laguna Niguel, CA 92677	94924xxxx8	a.j*******@e********.com							29		33
National Investment Capital	16320 Bake Pkwy, Irvine, CA 92618	94970xxxx0
Stratus Financial	90 Discovery Irvine, CA 92618	85530xxxx5	len**@s****.finance					2.3	5			2800
Edward Jones - Financial Advisor: Tim Werth	25950 Acero Ste 320 Mission Viejo, CA 92691	94958xxxx4	a.j*******@e********.com							87631		100000
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
Winrich Capital Management	23702 Birtcher Dr Ste A Lake Forest, CA 92630	94938xxxx0
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
Merrill Lynch Wealth Management	3 Cameo Crst, Laguna Niguel, CA 92677	94985xxxx4
Edward Jones - Financial Advisor: Brian P Walsh	27282 Calle Arroyo Ste 100, San Juan Capistrano, CA 92675	94944xxxx2	a.j*******@e********.com	4	2					87631		100000
Firehorse Enterprise	25422 Trabuco Rd Suite 105-246, Lake Forest, CA 92630	95170xxxx3
US Credit Collection Agency	9891 Irvine Center Dr, Irvine, CA 92618	94924xxxx9
Realm Property Management	27101 Puerta Real #150, Mission Viejo, CA 92691	94997xxxx6	inf@j*****************.com
Triad Investment Management	1301 Dove St Ste 330, Newport Beach, CA 92660	94985xxxx2	con**@t****.com	3.7	3
Wilshire Finance Partners	2 Venture Ste 250 Irvine, CA 92618	86657xxxx0	aba***@w*******.com							143	4
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
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
Edward Jones	12341 Newport Ave Suite B-100, Santa Ana, CA 92705	71483xxxx0	a.j*******@e********.com							15
Tangeman Wealth Management	27281 Las Ramblas Suite 138, Mission Viejo, CA 92691	87725xxxx6	kir***********@l.com									72
Mitchell Anthony Capital Management	9259 Research Dr Irvine, CA 92618	94985xxxx0	inf@m********************.com
Avalon Wealth Partners	30950 Rancho Viejo Rd Ste 120, San Juan Capistrano, CA 92675	94978xxxx0
Edward Jones - Financial Advisor: James Fullenkamp, CEPA®	32451 Golden Lantern Ste 305, Laguna Niguel, CA 92677	94924xxxx2	a.j*******@e********.com									4
Edward Jones - Financial Advisor: Tammy McKennon	3 Monarch Bay Plz, Dana Point, CA 92629	94948xxxx3	a.j*******@e********.com							87631		100000
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
Doug Jones Associates	26477 Rancho Pkwy S, Lake Forest, CA 92630	94969xxxx0	acc*****@j***********.com
Financial Management Group Inc	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx0	inf@z************.com
Sun Capital Management	5 Park Plz, Irvine, CA 92614	94922xxxx8
Edward Jones - Financial Advisor: Michael J. Hernan	23101 Lake Center Dr Ste 340 Lake Forest, CA 92630	94969xxxx3	a.j*******@e********.com							87631		100000
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
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
Howell & Associates, LLP	2400 Newport Blvd, Costa Mesa, CA 92627	71498xxxx3
Frehner Wealth Management-LPL Financial	300 Spectrum Center Dr, Irvine, CA 92618	94963xxxx1	adm@f**********.com
Basdakis Wealth Management Inc	114 Pacifica Ste 230, Irvine, CA 92618	94950xxxx9
Jerris Wealth Management Group, Inc.	5 Corporate Park, Irvine, CA 92606	94986xxxx7
Value Real Estate	14 Hughes Ste B102, Irvine, CA 92618	94974xxxx3	inf@v*****.com
Edward Jones	31351 Rancho Viejo Rd Ste 206, San Juan Capistrano, CA 92675	94944xxxx2	a.j*******@e********.com							86209
Olson Management	4000 Westerly Pl Ste 245, Newport Beach, CA 92660	94947xxxx1	aad******@s**************.com
Edward Jones - Financial Advisor: Travis C Macaluso	25909 Pala Ste 315 Mission Viejo, CA 92691	94945xxxx2	a.j*******@e********.com							87631		100000
Crystal Cove Wealth Management	16530 Bake Pkwy Ste 100 Irvine, CA 92618	94975xxxx8
RCP Advisors	620 Newport Center Dr, Newport Beach, CA 92660	94921xxxx0	a.j*******@e********.com
Coastal Wealth Inc.	28202 Cabot Rd Ste 260 Laguna Niguel, CA 92677	94945xxxx4	inf@c***.com							116		115
Sentient Financial, LLC	24361 El Toro Rd Suite 230 Suite 230, Laguna Woods, CA 92637	94930xxxx6
Edward Jones - Financial Advisor: Stephanie Bartels	2540 Main St, Irvine, CA 92614	94986xxxx6	a.j*******@e********.com							87358		99000
Irvine Advisors	9940 Research Dr Ste 200 Irvine, CA 92618	94982xxxx0	ash***@e**********.com			3.7	3
American Capital Aquisitions	600 Anton Blvd, Costa Mesa, CA 92626	71498xxxx2
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
Slavis Capital Advisors	27201 Puerta Real Ste 300 Mission Viejo, CA 92691	94920xxxx1
Prudence Wealth Advisory	9870 Research Dr Irvine, CA 92618	94979xxxx3
Stifel \| Ron Witter	520 Newport Center Dr Ste 1500, Newport Beach, CA 92660	94925xxxx9
Accredited Investment Management	2030 Main St Ste 1300, Irvine, CA 92614	94967xxxx5	abh*********@k*.com
Elkoll Investment Co.,Inc	1120 Bristol St, Costa Mesa, CA 92626	71442xxxx8
The Optimus Group	27201 Puerta Real, Mission Viejo, CA 92691	94927xxxx2	bi@o*********.com
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
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
Joe Christiansen - Berkshire Hathaway HomeServices	18600 MacArthur Blvd Ste 150 Irvine, CA 92612	94963xxxx4	inf@b************.com			5	2			10862	238	11000
Merrill Lynch Wealth Management Advisor Jay Tamkoc	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx5	ale********@m.com	4	4
SWAN Wealth Management Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com									54
Edward Jones - Financial Advisor: Michael J Kosolcharoen	999 Corporate Dr Ste 205 Ladera Ranch, CA 92694	94934xxxx3	a.j*******@e********.com							87631		100000
G W Sherwold Associates	22994 El Toro Rd, Lake Forest, CA 92630	94947xxxx0	ask**@s*.org	5	1							28
Silversage Advisors	19200 Von Karman Ave Ste 500, Irvine, CA 92612	94922xxxx5	dsa*@s***************.com
Liang & Quinley Wealth Management	7700 Irvine Center Dr, Irvine, CA 92618	94974xxxx8	chr********@l.com
Hall Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx1	a.h*@h*****.com	5	1
O'Neill Financial Management, Inc	23201 Lake Center Dr #215, Lake Forest, CA 92630	94958xxxx7	jl@o*******.com
iAsset Property Management	9801 Irvine Center Dr, Irvine, CA 92618	94939xxxx1	con******@i*******.com
Burke Investment Company	28 Hammond, Irvine, CA 92618	94958xxxx3
Alaf	9810 Irvine Center Dr Irvine, CA 92618	94920xxxx1
Moler Capital Management	9070 Irvine Center Dr Ste 240, Irvine, CA 92618	94974xxxx3	bea@m**********.com
TideRock Financial, LLC		94921xxxx2	inf@t***************.com									13
Wealth Planning Group	9841 Irvine Center Dr, Irvine, CA 92618	94925xxxx5	doe***@w*********.com
AFAM Capital	30 Enterprise Ste 210 Aliso Viejo, CA 92656	94949xxxx5	inn********@a********.com
Spotlight Funds Management	1990 S Coast Hwy, Laguna Beach, CA 92651	94971xxxx0
Apella Wealth	9110 Irvine Center Dr Irvine, CA 92618	94957xxxx3	aca***@a*********.com
Darany Michael A	17802 Irvine Blvd, Tustin, CA 92780	71483xxxx0	jls@m*******.com
W.I.T. Financial Services	28202 Cabot Rd Ste 300 Laguna Niguel, CA 92677	94989xxxx5	luc**@w*****************.com	5	2
Anchor Capital Management	15 Enterprise Ste 450 Aliso Viejo, CA 92656	80029xxxx3	den*@a***********.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
WIN-TEAM	560 Wald, Irvine, CA 92618	94933xxxx0	a.r****@w*****.org
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
Edward Jones - Financial Advisor: Angela L Choo, CRPS™	1100 S Coast Hwy, Laguna Beach, CA 92651	94949xxxx9	a.j*******@e********.com							87631		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
Bailey Financial Management and Insurance Services	15615 Alton Pkwy Ste 450 Irvine, CA 92618	71483xxxx1	inf@t*********.com			5	2
Kanani Advisory Group	16510 Bake Pkwy #100, Irvine, CA 92618	94950xxxx1	clo*@k****************.com	4.7	27					239	9
Acorns Grow Inc	5300 California Ave Bldg 1, Irvine, CA 92617	85573xxxx9	cop****@a***.com
Richland Communities	3161 Michelson Dr, Irvine, CA 92612	94926xxxx0	bco**@r****************.com
Heather Boone - Ameriprise Financial Services	28202 Cabot Rd Ste 425 Laguna Niguel, CA 92677	94946xxxx1	dns***@a*.com
TGS Management Corp	17500 Laguna Canyon Rd, Irvine, CA 92618	94993xxxx0	ale@t***.com
Orange County Wealth Management Company	23046 Avenida De La Carlota Ste 150 Laguna Hills, CA 92653	94974xxxx5				3	2
Thomas Bryant - Prudential Financial	25301 Cabot Rd Ste 105, Laguna Hills, Ca 92653	94985xxxx1	aar*****************@p*******.com
Progressive Strategies Financial Group	27281 Las Ramblas Suite 138, Mission Viejo, CA 92691	94920xxxx0	tor@p********.com	5	10
Claremont Financial Group Inc	245 Fischer Ave, Costa Mesa, CA 92626	71454xxxx0	dan@c*****************.com
Wealth Management & Business	2 Venture, Irvine, CA 92618	94982xxxx2	hel@w*.financial							241	8	239
Udm Capital Partners	3633 W Macarthur Blvd, Santa Ana, CA 92704	94922xxxx0	inf@e*********.com
Modiri Asset Management	Serving theMission Viejo Area	94985xxxx7
MCF Capital Management, LLC	23010 Lake Forest Dr # E, Laguna Hills, CA 92653	94947xxxx9	60a***********************************@w***************.com
Edward Jones - Financial Advisor: Ken Stelts	29122 Rancho Viejo Rd Ste 113 San Juan Capistrano, CA 92675	94934xxxx9	a.j*******@e********.com							87631		100000
Honari, Pedram	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	ale********@m.com
Portfoliorx	2082 Michelson Dr, Irvine, CA 92612	94944xxxx7
Shin, Stephen	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com							12815
Michael Schmitt - Financial Advisor, Ameriprise Financial Services	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx9	bri*********@a*.com							16		16
Newport Coast Capital Management	5000 Birch St Ste 3000, Newport Beach, CA 92660	94933xxxx6
MiklosCPA	355 S Grand Ave Ste 2450 Los Angeles, CA 90071	21328xxxx2	b@m********.com	5	18	5	8	4.8	9			94
CJ Investments	22982 La Cadena Dr Laguna Hills, CA 92653	94926xxxx8
Royce IP	34232 Pacific Coast Hwy Ste D, Dana Point, CA 92629	94925xxxx8
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
Mike Hernandez - Trilogy Financial	2601 Main St Ste 200 Irvine, CA 92614	94922xxxx5	a.r***@t******.com			5	1
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
Linsco Private Ledger Financial Services	23101 Lake Center Dr Lake Forest, CA 92630	94920xxxx8
Marino Investment Company	3636 Birch St, Newport Beach, CA 92660	94997xxxx2	eri@m***************.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
Equity Office Mngn	16775 Von Karman Ave, Irvine, CA 92606	94968xxxx4
The Mortgage Advisory	999 Corporate Dr Ste 100, Rancho Mission Viejo, CA 92694	94998xxxx5	ace@t******************.com	5	31			5	20	2041		2000			5	3
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
New Wealth Advisors Club	3333 Michelson Dr Ste 300 Irvine, CA 92612	95144xxxx2	ale****@n******************.com			4.5	55
Edward Jones - Financial Advisor: Tim Werth, AAMS™	25950 Acero Suite 320, Mission Viejo, CA 92691	94958xxxx4	a.j*******@e********.com							87632		100000
Orange County Associates	250 N Golden Circle Dr, Santa Ana, CA 92705	71497xxxx3	d.s***@o*******************.com
20 20 Financial Advisers	575 Anton Blvd Ste 150, Costa Mesa, CA 92626	71443xxxx9	ast*****@2***.com
Downie Financial Group- Dave Ramsey’s Smartvestor	26050 Acero Mission Viejo, CA 92691	71490xxxx5	cli@c********.com	5	9	4.7	44